Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$238K Sell
1,990
-1,086
-35% -$136K ﹤0.01% 3054
2025
Q4
$414K Buy
3,076
+1,289
+72% +$157K ﹤0.01% 2588
2025
Q3
$209K Sell
1,787
-2,065
-54% -$262K ﹤0.01% 3138
2025
Q2
$594K Buy
3,852
+549
+17% +$85K ﹤0.01% 2199
2025
Q1
$453K Buy
3,303
+537
+19% +$63.6K ﹤0.01% 2286
2024
Q4
$292K Sell
2,766
-152
-5% -$15.4K ﹤0.01% 2644
2024
Q3
$276K Buy
+2,918
New +$269K ﹤0.01% 2645
2022
Q4
Sell
-2,763
Closed -$231K 2815
2022
Q3
$231K Buy
+2,763
New +$203K ﹤0.01% 1963

Other funds holding PLMR