Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-1,461
Closed -$24.7K 2071
2025
Q4
$24.7K Sell
1,461
-1,128
-44% -$23.3K ﹤0.01% 919
2025
Q3
$60.9K Buy
2,589
+422
+19% +$11.5K 0.01% 738
2025
Q2
$61.7K Sell
2,167
-577
-21% -$14.6K 0.01% 767
2025
Q1
$70.1K Sell
2,744
-91
-3% -$2.47K 0.02% 657
2024
Q4
$71.3K Buy
2,835
+1,923
+211% +$41.1K 0.01% 577
2024
Q3
$20.8K Buy
+912
New +$21.4K 0.01% 1088
2024
Q2
Sell
-20,862
Closed -$499K 2030
2024
Q1
$499K Buy
20,862
+20,706
+13,273% +$514K 0.1% 147
2023
Q4
$3.61K Buy
+156
New +$2.69K ﹤0.01% 1292
2023
Q2
Sell
-298
Closed -$9.62K 1300
2023
Q1
$9.62K Buy
+298
New +$10.5K ﹤0.01% 835

Other funds holding PHR