Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.33M Sell
132,877
-27,160
-17% -$462K 0.06% 354
2025
Q4
$2.58M Sell
160,037
-39
-0% -$623 0.04% 362
2025
Q3
$2.45M Buy
160,076
+8,196
+5% +$120K 0.05% 372
2025
Q2
$2.12M Sell
151,880
-23,759
-14% -$386K 0.05% 377
2025
Q1
$3.02M Sell
175,639
-31,564
-15% -$524K 0.07% 298
2024
Q4
$4.18M Buy
207,203
+68,600
+49% +$1.4M 0.08% 251
2024
Q3
$2.74M Sell
138,603
-26,174
-16% -$490K 0.06% 281
2024
Q2
$2.88M Buy
+164,777
New +$2.9M 0.06% 284
2018
Q4
Sell
-22,169
Closed -$1.02M 141
2018
Q3
$1.02M Buy
+22,169
New +$987K 0.08% 97
2016
Q1
Sell
-123,900
Closed -$6.59M 151
2015
Q4
$6.59M Buy
+123,900
New +$6.59M 0.86% 17

Other funds holding PCG