Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.49M Buy
87,661
+41,587
+90% +$892K 0.01% 887
2025
Q4
$1.18M Sell
46,074
-21,800
-32% -$501K ﹤0.01% 977
2025
Q3
$1.46M Sell
67,874
-7,808
-10% -$177K ﹤0.01% 874
2025
Q2
$1.67M Sell
75,682
-3,311
-4% -$72.6K 0.01% 696
2025
Q1
$1.76M Buy
78,993
+54,217
+219% +$1.17M 0.01% 611
2024
Q4
$427K Hold
24,776
﹤0.01% 899
2024
Q3
$415K Hold
24,776
0.01% 816
2024
Q2
$709K Sell
24,776
-251
-1% -$7.56K 0.01% 556
2024
Q1
$955K Buy
25,027
+251
+1% +$9.49K 0.01% 470
2023
Q4
$921K Hold
24,776
0.02% 442
2023
Q3
$843K Buy
24,776
+2,510
+11% +$94.8K 0.02% 439
2023
Q2
$876K Hold
22,266
0.02% 420
2023
Q1
$715K Hold
22,266
0.02% 469
2022
Q4
$694K Hold
22,266
0.02% 431
2022
Q3
$825K Hold
22,266
0.02% 410
2022
Q2
$647K Sell
22,266
-99
-0.4% -$3.54K 0.02% 413
2022
Q1
$1.15M Buy
22,365
+374
+2% +$16K 0.03% 301
2021
Q4
$1.11M Buy
21,991
+2,083
+10% +$117K 0.03% 288
2021
Q3
$1.11M Sell
19,908
-4,195
-17% -$232K 0.03% 277
2021
Q2
$1.42M Sell
24,103
-5,173
-18% -$291K 0.04% 207
2021
Q1
$1.3M Buy
29,276
+6,292
+27% +$294K 0.05% 177
2020
Q4
$974K Buy
+22,984
New +$748K 0.04% 167

Other funds holding PGNY