Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$14.5M Sell
192,303
-18,503
-9% -$1.52M ﹤0.01% 2755
2025
Q4
$18.5M Buy
210,806
+127,702
+154% +$10.5M ﹤0.01% 2461
2025
Q3
$5.9M Buy
83,104
+9,539
+13% +$673K ﹤0.01% 3498
2025
Q2
$5.3M Sell
73,565
-15,559
-17% -$1.02M ﹤0.01% 3352
2025
Q1
$5.44M Sell
89,124
-42,540
-32% -$3.01M ﹤0.01% 3269
2024
Q4
$9.73M Buy
131,664
+19,221
+17% +$1.68M ﹤0.01% 2836
2024
Q3
$11.1M Buy
112,443
+34,508
+44% +$3.04M ﹤0.01% 2612
2024
Q2
$5.74M Sell
77,935
-111,036
-59% -$8.49M ﹤0.01% 3026
2024
Q1
$14.8M Buy
188,971
+23,202
+14% +$1.81M ﹤0.01% 2105
2023
Q4
$13.2M Buy
165,769
+45,148
+37% +$3.02M ﹤0.01% 2269
2023
Q3
$7.66M Sell
120,621
-10,163
-8% -$627K ﹤0.01% 2615
2023
Q2
$7.36M Sell
130,784
-1,011
-0.8% -$49.8K ﹤0.01% 2749
2023
Q1
$6.46M Sell
131,795
-70,328
-35% -$3.57M ﹤0.01% 2800
2022
Q4
$8.95M Sell
202,123
-15,998
-7% -$746K ﹤0.01% 2682
2022
Q3
$9.06M Sell
218,121
-38,857
-15% -$1.9M ﹤0.01% 2605
2022
Q2
$13.7M Buy
256,978
+136,389
+113% +$7.63M ﹤0.01% 2217
2022
Q1
$6.76M Buy
120,589
+85,154
+240% +$4.23M ﹤0.01% 3062
2021
Q4
$1.91M Sell
35,435
-67,855
-66% -$3.75M ﹤0.01% 4290
2021
Q3
$5.3M Buy
103,290
+39,396
+62% +$1.95M ﹤0.01% 3310
2021
Q2
$2.77M Buy
63,894
+34,076
+114% +$1.63M ﹤0.01% 3912
2021
Q1
$1.49M Sell
29,818
-9,852
-25% -$467K ﹤0.01% 4284
2020
Q4
$1.74M Sell
39,670
-72,160
-65% -$2.89M ﹤0.01% 3822
2020
Q3
$4.09M Sell
111,830
-178,966
-62% -$6.64M ﹤0.01% 3055
2020
Q2
$10.3M Buy
290,796
+191,164
+192% +$6.53M ﹤0.01% 2250
2020
Q1
$3.12M Buy
99,632
+42,654
+75% +$1.62M ﹤0.01% 2997
2019
Q4
$2.4M Buy
56,978
+6,278
+12% +$256K ﹤0.01% 3520
2019
Q3
$1.93M Sell
50,700
-312,540
-86% -$12.1M ﹤0.01% 3558
2019
Q2
$12.5M Buy
363,240
+186,426
+105% +$7.75M ﹤0.01% 2207
2019
Q1
$7.83M Sell
176,814
-14,322
-7% -$595K ﹤0.01% 2624
2018
Q4
$6.8M Sell
191,136
-13,096
-6% -$528K ﹤0.01% 2634
2018
Q3
$9.47M Sell
204,232
-66,094
-24% -$3.3M ﹤0.01% 2497
2018
Q2
$12.7M Buy
270,326
+117,596
+77% +$5.13M ﹤0.01% 2225
2018
Q1
$5.93M Buy
152,730
+40,110
+36% +$1.55M ﹤0.01% 2756
2017
Q4
$4.24M Buy
112,620
+26,450
+31% +$1.11M ﹤0.01% 3159
2017
Q3
$3.98M Buy
86,170
+30,548
+55% +$1.25M ﹤0.01% 3369
2017
Q2
$2.06M Sell
55,622
-18,978
-25% -$688K ﹤0.01% 3814
2017
Q1
$2.52M Sell
74,600
-13,552
-15% -$415K ﹤0.01% 3525
2016
Q4
$2.54M Sell
88,152
-29,368
-25% -$762K ﹤0.01% 3630
2016
Q3
$2.77M Buy
117,520
+88,884
+310% +$1.94M ﹤0.01% 3546
2016
Q2
$586K Sell
28,636
-1,700
-6% -$35.3K ﹤0.01% 4706
2016
Q1
$611K Buy
+30,336
New +$626K ﹤0.01% 4551
2015
Q3
Sell
-39,900
Closed -$765K 7446
2015
Q2
$765K Buy
39,900
+5,572
+16% +$116K ﹤0.01% 4782
2015
Q1
$746K Buy
34,328
+2,836
+9% +$55.1K ﹤0.01% 4747
2014
Q4
$596K Buy
31,492
+1,788
+6% +$29.5K ﹤0.01% 5114
2014
Q3
$416K Sell
29,704
-2,108
-7% -$29.9K ﹤0.01% 5444
2014
Q2
$463K Sell
31,812
-47,012
-60% -$653K ﹤0.01% 5390
2014
Q1
$1.1M Sell
78,824
-28
-0% -$394 ﹤0.01% 4582
2013
Q4
$1.12M Buy
78,852
+21,372
+37% +$286K ﹤0.01% 4643
2013
Q3
$743K Buy
+57,480
New +$837K ﹤0.01% 4825

Other funds holding PLUS