Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.95M Sell
52,522
-53,775
-51% -$4.41M ﹤0.01% 3881
2025
Q4
$9.32M Buy
106,297
+46,677
+78% +$3.85M 0.01% 2405
2025
Q3
$4.23M Buy
59,620
+21,688
+57% +$1.53M ﹤0.01% 3672
2025
Q2
$2.73M Sell
37,932
-65,416
-63% -$4.3M ﹤0.01% 3916
2025
Q1
$6.31M Buy
103,348
+98,395
+1,987% +$6.96M 0.01% 2582
2024
Q4
$366K Sell
4,953
-31,962
-87% -$2.79M ﹤0.01% 7392
2024
Q3
$3.63M Buy
36,915
+14,227
+63% +$1.25M 0.01% 3396
2024
Q2
$1.67M Buy
+22,688
New +$1.73M ﹤0.01% 4808
2024
Q1
Sell
-8,160
Closed -$651K 9894
2023
Q4
$651K Buy
+8,160
New +$545K ﹤0.01% 6312
2023
Q2
Sell
-10,567
Closed -$518K 9394
2023
Q1
$518K Sell
10,567
-1,458
-12% -$74K ﹤0.01% 6259
2022
Q4
$532K Buy
12,025
+4,986
+71% +$233K ﹤0.01% 6018
2022
Q3
$292K Buy
7,039
+1,553
+28% +$76K ﹤0.01% 7636
2022
Q2
$291K Buy
+5,486
New +$307K ﹤0.01% 7659
2021
Q4
Sell
-10,788
Closed -$553K 10716
2021
Q3
$553K Sell
10,788
-4,746
-31% -$234K ﹤0.01% 7101
2021
Q2
$673K Buy
15,534
+7,826
+102% +$374K ﹤0.01% 6671
2021
Q1
$384K Buy
+7,708
New +$366K ﹤0.01% 7285
2019
Q4
Sell
-6,940
Closed -$264K 5614
2019
Q3
$264K Buy
+6,940
New +$268K ﹤0.01% 4311
2016
Q2
Sell
-17,804
Closed -$358K 4523
2016
Q1
$358K Buy
+17,804
New +$367K ﹤0.01% 3005

Other funds holding PLUS