Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$6.35M Buy
361,475
+347,280
+2,446% +$5.91M 0.81% 12
2025
Q4
$228K Sell
14,195
-2,305
-14% -$36.8K 0.03% 267
2025
Q3
$249K Sell
16,500
-135,253
-89% -$1.97M 0.05% 237
2025
Q2
$2.12M Buy
+151,753
New +$2.47M 0.44% 99
2024
Q3
Sell
-58,345
Closed -$1.02M 330
2024
Q2
$1.02M Buy
+58,345
New +$1.03M 0.35% 121
2024
Q1
Sell
-58,700
Closed -$1.06M 301
2023
Q4
$1.06M Buy
+58,700
New +$991K 0.58% 80
2018
Q4
Sell
-20,976
Closed -$995K 320
2018
Q3
$995K Buy
20,976
+13,741
+190% +$612K 0.67% 42
2018
Q2
$306K Buy
7,235
+1,976
+38% +$85.7K 0.28% 154
2018
Q1
$246K Sell
5,259
-6,226
-54% -$264K 0.12% 275
2017
Q4
$505K Buy
+11,485
New +$643K 0.27% 148
2017
Q3
Sell
-16,008
Closed -$1.06M 428
2017
Q2
$1.06M Buy
16,008
+1,899
+13% +$128K 0.59% 31
2017
Q1
$936 Buy
+14,109
New +$900K 0.52% 56
2016
Q4
Sell
-4,333
Closed -$262K 230
2016
Q3
$262K Sell
4,333
-27,082
-86% -$1.72M 0.78% 52
2016
Q2
$2.01M Buy
+31,415
New +$1.88M 0.88% 25

Other funds holding PCG