Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$8.43M Buy
+400,462
New +$9.05M ﹤0.01% 2756
2025
Q4
Sell
-21,946
Closed -$410K 12077
2025
Q3
$410K Buy
+21,946
New +$471K ﹤0.01% 8272
2025
Q2
Sell
-77,493
Closed -$1.69M 10558
2025
Q1
$1.69M Buy
77,493
+53,861
+228% +$1.25M ﹤0.01% 4628
2024
Q4
$523K Buy
23,632
+15,752
+200% +$374K ﹤0.01% 6692
2024
Q3
$212K Sell
7,880
-4,561
-37% -$121K ﹤0.01% 8568
2024
Q2
$306K Sell
12,441
-18,030
-59% -$435K ﹤0.01% 7773
2024
Q1
$751K Buy
+30,471
New +$712K ﹤0.01% 5939
2023
Q4
Sell
-17,235
Closed -$356K 9657
2023
Q3
$356K Buy
17,235
+7,735
+81% +$169K ﹤0.01% 6794
2023
Q2
$222K Sell
9,500
-36,361
-79% -$819K ﹤0.01% 7547
2023
Q1
$1.16M Sell
45,861
-10,225
-18% -$254K ﹤0.01% 4744
2022
Q4
$1.28M Buy
+56,086
New +$1.48M ﹤0.01% 4590
2022
Q3
Sell
-25,936
Closed -$789K 10260
2022
Q2
$789K Buy
+25,936
New +$922K ﹤0.01% 5915
2020
Q4
Sell
-125,256
Closed -$3.39M 7954
2020
Q3
$3.39M Buy
125,256
+107,232
+595% +$2.98M ﹤0.01% 2285
2020
Q2
$440K Sell
18,024
-47,766
-73% -$1.13M ﹤0.01% 5266
2020
Q1
$1.35M Buy
+65,790
New +$1.3M ﹤0.01% 2447
2019
Q1
Sell
-27,427
Closed -$586K 5470
2018
Q4
$586K Buy
+27,427
New +$647K ﹤0.01% 3260
2018
Q2
Sell
-22,229
Closed -$631K 5458
2018
Q1
$631K Buy
+22,229
New +$649K ﹤0.01% 3203
2017
Q4
Sell
-45,643
Closed -$1.46M 5037
2017
Q3
$1.46M Buy
+45,643
New +$1.52M ﹤0.01% 1906
2017
Q2
Sell
-8,946
Closed -$288K 4735
2017
Q1
$288K Buy
+8,946
New +$267K ﹤0.01% 3489
2016
Q3
Sell
-19,321
Closed -$861K 4390
2016
Q2
$861K Buy
19,321
+8,924
+86% +$356K ﹤0.01% 2151
2016
Q1
$450K Sell
10,397
-15,947
-61% -$678K ﹤0.01% 2723
2015
Q4
$1.13M Sell
26,344
-13,900
-35% -$627K 0.01% 1616
2015
Q3
$1.86M Buy
40,244
+2,966
+8% +$168K 0.01% 1057
2015
Q2
$2.32M Buy
37,278
+11,658
+46% +$745K 0.02% 895
2015
Q1
$1.6M Sell
25,620
-19,557
-43% -$1.31M 0.01% 1026
2014
Q4
$2.86M Buy
45,177
+33,815
+298% +$2.24M 0.02% 519
2014
Q3
$783K Buy
+11,362
New +$821K 0.01% 1086

Other funds holding PHI