Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-20,000
Closed -$3.78M 4199
2024
Q1
$3.78M Sell
20,000
-9,000
-31% -$1.62M 0.01% 1004
2023
Q4
$5.07M Buy
29,000
+15,900
+121% +$2.44M 0.02% 837
2023
Q3
$1.86M Sell
13,100
-37,200
-74% -$5.32M 0.01% 1386
2023
Q2
$7.16M Buy
50,300
+45,400
+927% +$6.01M 0.03% 506
2023
Q1
$628K Buy
4,900
+4,100
+513% +$521K ﹤0.01% 2218
2022
Q4
$96K Sell
800
-13,000
-94% -$1.56M ﹤0.01% 3682
2022
Q3
$1.44M Sell
13,800
-56,300
-80% -$6.42M 0.01% 1858
2022
Q2
$9.26M Buy
70,100
+61,400
+706% +$6.63M 0.02% 911
2022
Q1
$937K Sell
8,700
-39,200
-82% -$4.41M ﹤0.01% 2562
2021
Q4
$5.8M Sell
47,900
-8,900
-16% -$1.07M 0.01% 1046
2021
Q3
$6.8M Sell
56,800
-52,100
-48% -$6.95M 0.02% 950
2021
Q2
$15.4M Sell
108,900
-71,800
-40% -$9.82M 0.04% 481
2021
Q1
$24.9M Buy
180,700
+70,800
+64% +$9.43M 0.06% 290
2020
Q4
$13.1M Buy
109,900
+76,100
+225% +$7.57M 0.03% 549
2020
Q3
$2.8M Buy
33,800
+5,400
+19% +$460K 0.01% 1370
2020
Q2
$2.21M Buy
28,400
+17,900
+170% +$1.27M 0.01% 1411
2020
Q1
$643K Buy
+10,500
New +$778K ﹤0.01% 1874
2019
Q3
Sell
-66,400
Closed -$5.96M 4178
2019
Q2
$5.96M Sell
66,400
-3,600
-5% -$323K 0.04% 598
2019
Q1
$6.45M Sell
70,000
-16,800
-19% -$1.49M 0.04% 566
2018
Q4
$7.2M Buy
86,800
+42,900
+98% +$3.77M 0.05% 461
2018
Q3
$4.66M Buy
+43,900
New +$4.29M 0.02% 837

Other funds holding PTC