Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$16.3K Sell
765
-61
-7% -$1.38K ﹤0.01% 6610
2025
Q4
$18K Sell
826
-82
-9% -$1.68K ﹤0.01% 6535
2025
Q3
$17K Buy
908
+39
+4% +$837 ﹤0.01% 6516
2025
Q2
$18.9K Buy
869
+326
+60% +$7.36K ﹤0.01% 6191
2025
Q1
$11.9K Sell
543
-80
-13% -$1.85K ﹤0.01% 6266
2024
Q4
$13.8K Sell
623
-220
-26% -$5.22K ﹤0.01% 6323
2024
Q3
$22.7K Buy
843
+299
+55% +$7.96K ﹤0.01% 6212
2024
Q2
$13.4K Buy
544
+312
+134% +$7.53K ﹤0.01% 6211
2024
Q1
$5.72K Buy
232
+146
+170% +$3.41K ﹤0.01% 6429
2023
Q4
$2.02K Sell
86
-57
-40% -$1.28K ﹤0.01% 6719
2023
Q3
$2.96K Buy
143
+57
+66% +$1.25K ﹤0.01% 6471
2023
Q2
$2.01K Buy
86
+72
+514% +$1.62K ﹤0.01% 6334
2023
Q1
$0 Buy
+14
New +$348 ﹤0.01% 7108
2022
Q4
Sell
-1,100
Closed -$28K 6886
2022
Q3
$28K Buy
+1,100
New +$32.4K ﹤0.01% 5714
2020
Q3
Sell
-246
Closed -$6K 5694
2020
Q2
$6K Sell
246
-14,101
-98% -$335K ﹤0.01% 5172
2020
Q1
$295K Sell
14,347
-690,330
-98% -$13.7M ﹤0.01% 4099
2019
Q4
$14.1M Buy
704,677
+694,257
+6,663% +$14.5M ﹤0.01% 1841
2019
Q3
$229K Buy
10,420
+3,280
+46% +$73.3K ﹤0.01% 4574
2019
Q2
$181K Sell
7,140
-117,997
-94% -$2.8M ﹤0.01% 4701
2019
Q1
$2.71M Buy
125,137
+97,914
+360% +$2.2M ﹤0.01% 3118
2018
Q4
$582K Buy
27,223
+23,634
+659% +$558K ﹤0.01% 4052
2018
Q3
$93K Buy
3,589
+1,761
+96% +$45.1K ﹤0.01% 4984
2018
Q2
$43K Buy
1,828
+608
+50% +$15.7K ﹤0.01% 5129
2018
Q1
$34K Buy
1,220
+230
+23% +$6.72K ﹤0.01% 4937
2017
Q4
$29K Buy
990
+24
+2% +$757 ﹤0.01% 5076
2017
Q3
$30K Buy
966
+136
+16% +$4.53K ﹤0.01% 4568
2017
Q2
$29K Sell
830
-2,631
-76% -$92.9K ﹤0.01% 4464
2017
Q1
$111K Sell
3,461
-89,561
-96% -$2.68M ﹤0.01% 4288
2016
Q4
$2.56M Buy
93,022
+92,536
+19,040% +$2.73M ﹤0.01% 2911
2016
Q3
$17K Sell
486
-31,876
-98% -$1.29M ﹤0.01% 4223
2016
Q2
$1.44M Buy
32,362
+2,569
+9% +$103K ﹤0.01% 2972
2016
Q1
$1.29M Sell
29,793
-1,141
-4% -$48.5K ﹤0.01% 2942
2015
Q4
$1.32M Sell
30,934
-3,596
-10% -$162K ﹤0.01% 2983
2015
Q3
$1.59M Sell
34,530
-2,607
-7% -$148K ﹤0.01% 2860
2015
Q2
$2.31M Buy
37,137
+15,892
+75% +$1.02M ﹤0.01% 2826
2015
Q1
$1.33M Buy
21,245
+15,098
+246% +$1.01M ﹤0.01% 3078
2014
Q4
$389K Sell
6,147
-70,241
-92% -$4.66M ﹤0.01% 3770
2014
Q3
$5.27M Buy
76,388
+3,726
+5% +$269K ﹤0.01% 2340
2014
Q2
$4.9M Sell
72,662
-227
-0.3% -$14.7K ﹤0.01% 2079
2014
Q1
$4.45M Sell
72,889
-27,174
-27% -$1.63M ﹤0.01% 2148
2013
Q4
$6.01M Sell
100,063
-530,709
-84% -$33.8M ﹤0.01% 2054
2013
Q3
$42.8M Sell
630,772
-144,839
-19% -$9.78M 0.01% 878
2013
Q2
$52.6M Buy
+775,611
New +$55.2M 0.02% 734

Other funds holding PHI