Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$12.3M Buy
163,419
+15,519
+10% +$1.27M ﹤0.01% 1725
2025
Q4
$13M Sell
147,900
-3,579
-2% -$295K ﹤0.01% 1690
2025
Q3
$10.8M Sell
151,479
-9,731
-6% -$686K ﹤0.01% 1782
2025
Q2
$11.6M Sell
161,210
-28,695
-15% -$1.89M ﹤0.01% 1690
2025
Q1
$11.6M Sell
189,905
-100,738
-35% -$7.12M ﹤0.01% 1718
2024
Q4
$21.5M Sell
290,643
-29,089
-9% -$2.54M ﹤0.01% 1449
2024
Q3
$31.4M Buy
319,732
+118,774
+59% +$10.4M 0.01% 1238
2024
Q2
$14.8M Buy
200,958
+5,658
+3% +$433K ﹤0.01% 1580
2024
Q1
$15.3M Sell
195,300
-30,533
-14% -$2.38M ﹤0.01% 1581
2023
Q4
$18M Buy
225,833
+42,394
+23% +$2.83M ﹤0.01% 1464
2023
Q3
$11.7M Sell
183,439
-3,265
-2% -$202K ﹤0.01% 1654
2023
Q2
$10.5M Sell
186,704
-10,616
-5% -$523K ﹤0.01% 1787
2023
Q1
$9.68M Sell
197,320
-17,687
-8% -$897K ﹤0.01% 1815
2022
Q4
$9.52M Sell
215,007
-17,310
-7% -$808K ﹤0.01% 1879
2022
Q3
$9.65M Sell
232,317
-54,501
-19% -$2.67M ﹤0.01% 1809
2022
Q2
$15.2M Buy
286,818
+77,883
+37% +$4.36M ﹤0.01% 1541
2022
Q1
$11.7M Sell
208,935
-140,501
-40% -$6.99M ﹤0.01% 1875
2021
Q4
$18.8M Sell
349,436
-101,574
-23% -$5.61M ﹤0.01% 1600
2021
Q3
$23.1M Sell
451,010
-16,622
-4% -$821K 0.01% 1471
2021
Q2
$20.3M Buy
467,632
+10,936
+2% +$522K 0.01% 1614
2021
Q1
$22.8M Buy
456,696
+272,792
+148% +$12.9M 0.01% 1452
2020
Q4
$8.09M Buy
183,904
+48,454
+36% +$1.94M ﹤0.01% 1916
2020
Q3
$4.96M Sell
135,450
-890
-0.7% -$33K ﹤0.01% 2015
2020
Q2
$4.82M Sell
136,340
-1,846
-1% -$63K ﹤0.01% 2006
2020
Q1
$4.33M Sell
138,186
-10,810
-7% -$411K ﹤0.01% 1974
2019
Q4
$6.28M Sell
148,996
-6,592
-4% -$269K ﹤0.01% 2030
2019
Q3
$5.92M Sell
155,588
-317,912
-67% -$12.3M ﹤0.01% 2030
2019
Q2
$16.3M Sell
473,500
-63,376
-12% -$2.63M ﹤0.01% 1544
2019
Q1
$23.8M Buy
536,876
+275,214
+105% +$11.4M 0.01% 1138
2018
Q4
$9.31M Sell
261,662
-125,664
-32% -$5.07M ﹤0.01% 1568
2018
Q3
$18M Buy
387,326
+224,108
+137% +$11.2M 0.01% 1352
2018
Q2
$7.68M Sell
163,218
-3,374
-2% -$147K ﹤0.01% 1851
2018
Q1
$6.47M Sell
166,592
-403,074
-71% -$15.5M ﹤0.01% 1798
2017
Q4
$21.4M Buy
569,666
+16,786
+3% +$707K 0.01% 1178
2017
Q3
$25.6M Buy
552,880
+257,386
+87% +$10.5M 0.01% 1075
2017
Q2
$10.9M Sell
295,494
-24,922
-8% -$903K ﹤0.01% 1498
2017
Q1
$10.8M Buy
320,416
+152,288
+91% +$4.67M ﹤0.01% 1509
2016
Q4
$4.84M Buy
168,128
+3,528
+2% +$91.5K ﹤0.01% 2001
2016
Q3
$3.88M Buy
164,600
+49,952
+44% +$1.09M ﹤0.01% 2142
2016
Q2
$2.35M Sell
114,648
-139,592
-55% -$2.9M ﹤0.01% 2388
2016
Q1
$5.12M Sell
254,240
-168,484
-40% -$3.48M ﹤0.01% 1862
2015
Q4
$9.86M Sell
422,724
-208,324
-33% -$4.68M ﹤0.01% 1497
2015
Q3
$12.5M Buy
631,048
+221,980
+54% +$4.25M 0.01% 1353
2015
Q2
$7.84M Sell
409,068
-42,516
-9% -$887K ﹤0.01% 1682
2015
Q1
$9.81M Buy
451,584
+238,292
+112% +$4.63M ﹤0.01% 1546
2014
Q4
$4.04M Buy
213,292
+187,404
+724% +$3.09M ﹤0.01% 2045
2014
Q3
$363K Buy
25,888
+844
+3% +$12K ﹤0.01% 3441
2014
Q2
$364K Buy
25,044
+28
+0.1% +$389 ﹤0.01% 3477
2014
Q1
$349K Sell
25,016
-7,560
-23% -$106K ﹤0.01% 3536
2013
Q4
$463K Buy
32,576
+12,708
+64% +$170K ﹤0.01% 3493
2013
Q3
$257K Sell
19,868
-73,220
-79% -$1.07M ﹤0.01% 3672
2013
Q2
$1.39M Buy
+93,088
New +$1.15M ﹤0.01% 2643

Other funds holding PLUS