Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$248K Buy
11,772
+3,378
+40% +$76.3K ﹤0.01% 1052
2025
Q4
$182K Buy
8,394
+6,133
+271% +$126K ﹤0.01% 1138
2025
Q3
$42.3K Sell
2,261
-2,654
-54% -$57K ﹤0.01% 1872
2025
Q2
$107K Sell
4,915
-1,346
-21% -$30.4K ﹤0.01% 1325
2025
Q1
$137K Buy
6,261
+1,803
+40% +$41.7K ﹤0.01% 1136
2024
Q4
$98.7K Sell
4,458
-1,300
-23% -$30.9K ﹤0.01% 1279
2024
Q3
$155K Buy
5,758
+997
+21% +$26.5K ﹤0.01% 1036
2024
Q2
$117K Sell
4,761
-126
-3% -$3.04K ﹤0.01% 1108
2024
Q1
$121K Buy
4,887
+960
+24% +$22.4K ﹤0.01% 1090
2023
Q4
$92K Buy
3,927
+1,764
+82% +$39.5K ﹤0.01% 1147
2023
Q3
$44.7K Sell
2,163
-151
-7% -$3.31K ﹤0.01% 1447
2023
Q2
$54.1K Buy
2,314
+441
+24% +$9.94K ﹤0.01% 1370
2023
Q1
$47.3K Sell
1,873
-1,006
-35% -$25K ﹤0.01% 1392
2022
Q4
$65.6K Sell
2,879
-1,465
-34% -$38.7K ﹤0.01% 1153
2022
Q3
$110K Buy
4,344
+464
+12% +$13.7K 0.01% 927
2022
Q2
$118K Buy
3,880
+44
+1% +$1.56K 0.01% 894
2022
Q1
$137K Sell
3,836
-293
-7% -$10.4K 0.01% 864
2021
Q4
$147K Buy
4,129
+667
+19% +$22.5K 0.01% 864
2021
Q3
$113K Buy
3,462
+1,344
+63% +$36.4K ﹤0.01% 931
2021
Q2
$56K Sell
2,118
-544
-20% -$14.5K ﹤0.01% 1196
2021
Q1
$70K Buy
2,662
+621
+30% +$17.4K ﹤0.01% 1028
2020
Q4
$57K Buy
2,041
+110
+6% +$3.06K ﹤0.01% 1047
2020
Q3
$52K Buy
1,931
+148
+8% +$4.12K ﹤0.01% 1053
2020
Q2
$43K Buy
1,783
+120
+7% +$2.85K ﹤0.01% 1106
2020
Q1
$34K Sell
1,663
-675
-29% -$13.4K ﹤0.01% 1084
2019
Q4
$47K Sell
2,338
-1,495
-39% -$31.3K ﹤0.01% 1055
2019
Q3
$84K Buy
3,833
+1,057
+38% +$23.6K 0.01% 780
2019
Q2
$69K Sell
2,776
-243
-8% -$5.78K 0.01% 788
2019
Q1
$65K Buy
3,019
+1,713
+131% +$38.5K 0.01% 767
2018
Q4
$27K Buy
1,306
+1,059
+429% +$25K ﹤0.01% 958
2018
Q3
$6K Sell
247
-197
-44% -$5.04K ﹤0.01% 1669
2018
Q2
$10K Buy
444
+293
+194% +$7.59K ﹤0.01% 1342
2018
Q1
$4K Buy
151
+10
+7% +$292 ﹤0.01% 1640
2017
Q4
$4K Sell
141
-23
-14% -$725 ﹤0.01% 1668
2017
Q3
$5K Sell
164
-58
-26% -$1.93K ﹤0.01% 1599
2017
Q2
$7K Buy
+222
New +$7.84K ﹤0.01% 1451
2017
Q1
Sell
-72
Closed -$2K 2059
2016
Q4
$2K Buy
+72
New +$2.12K ﹤0.01% 1642

Other funds holding PHI