Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-10,204
Closed -$894K 4654
2025
Q4
$894K Sell
10,204
-18,701
-65% -$1.54M ﹤0.01% 1785
2025
Q3
$2.05M Buy
28,905
+21,682
+300% +$1.53M 0.01% 1136
2025
Q2
$520K Buy
7,223
+3,319
+85% +$218K ﹤0.01% 1583
2025
Q1
$238K Sell
3,904
-7,198
-65% -$509K ﹤0.01% 1910
2024
Q4
$820K Buy
+11,102
New +$970K 0.01% 1177
2024
Q3
Sell
-12,750
Closed -$939K 3023
2024
Q2
$939K Buy
+12,750
New +$975K 0.01% 1046
2023
Q4
Sell
-27,686
Closed -$1.76M 2943
2023
Q3
$1.76M Buy
27,686
+17,819
+181% +$1.1M 0.02% 668
2023
Q2
$555K Sell
9,867
-2,809
-22% -$138K 0.01% 1308
2023
Q1
$621K Buy
12,676
+3,968
+46% +$201K 0.01% 1227
2022
Q4
$385K Buy
8,708
+653
+8% +$30.5K 0.01% 1589
2022
Q3
$334K Buy
+8,055
New +$394K ﹤0.01% 1922
2022
Q2
Sell
-11,960
Closed -$670K 3602
2022
Q1
$670K Buy
11,960
+5,882
+97% +$292K 0.01% 1424
2021
Q4
$327K Sell
6,078
-20,592
-77% -$1.14M ﹤0.01% 2214
2021
Q3
$1.37M Buy
26,670
+16,528
+163% +$817K 0.01% 1005
2021
Q2
$439K Buy
+10,142
New +$484K ﹤0.01% 1892
2020
Q4
Sell
-10,776
Closed -$394K 2342
2020
Q3
$394K Buy
+10,776
New +$400K 0.01% 998
2019
Q4
Sell
-7,154
Closed -$272K 1548
2019
Q3
$272K Buy
+7,154
New +$276K 0.02% 995

Other funds holding PLUS