Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$260K Buy
14,816
+2,279
+18% +$38.8K ﹤0.01% 864
2025
Q4
$201K Buy
12,537
+1,044
+9% +$16.7K ﹤0.01% 969
2025
Q3
$173K Buy
11,493
+1,838
+19% +$26.8K ﹤0.01% 1024
2025
Q2
$135K Sell
9,655
-7,980
-45% -$130K ﹤0.01% 1101
2025
Q1
$303K Buy
17,635
+4,357
+33% +$72.3K 0.01% 713
2024
Q4
$268K Buy
13,278
+1,998
+18% +$40.6K 0.01% 750
2024
Q3
$223K Buy
11,280
+1,009
+10% +$18.9K ﹤0.01% 819
2024
Q2
$179K Buy
10,271
+1,598
+18% +$28.1K ﹤0.01% 867
2024
Q1
$145K Sell
8,673
-1,021
-11% -$17.1K ﹤0.01% 990
2023
Q4
$175K Buy
9,694
+1,627
+20% +$27.5K ﹤0.01% 854
2023
Q3
$130K Buy
8,067
+794
+11% +$13.6K ﹤0.01% 919
2023
Q2
$126K Buy
7,273
+23
+0.3% +$389 ﹤0.01% 947
2023
Q1
$117K Buy
7,250
+845
+13% +$13.3K ﹤0.01% 962
2022
Q4
$104K Buy
6,405
+2,635
+70% +$39.8K ﹤0.01% 985
2022
Q3
$47K Buy
3,770
+419
+13% +$4.91K ﹤0.01% 1297
2022
Q2
$33K Buy
3,351
+1,216
+57% +$14.3K ﹤0.01% 1522
2022
Q1
$25K Buy
2,135
+849
+66% +$10K ﹤0.01% 1737
2021
Q4
$16K Buy
1,286
+39
+3% +$457 ﹤0.01% 1889
2021
Q3
$12K Buy
1,247
+742
+147% +$7K ﹤0.01% 1981
2021
Q2
$5K Sell
505
-522
-51% -$5.6K ﹤0.01% 2290
2021
Q1
$12K Buy
1,027
+879
+594% +$10.2K ﹤0.01% 1780
2020
Q4
$2K Buy
148
+124
+517% +$1.4K ﹤0.01% 2292
2020
Q3
$0 Buy
+24
New +$222 ﹤0.01% 2716
2019
Q1
Sell
-1,722
Closed -$41K 2033
2018
Q4
$41K Sell
1,722
-2,015
-54% -$72.1K ﹤0.01% 911
2018
Q3
$172K Buy
3,737
+544
+17% +$24.2K 0.02% 461
2018
Q2
$136K Sell
3,193
-272
-8% -$11.8K 0.02% 506
2018
Q1
$152K Buy
+3,465
New +$147K 0.02% 399
2016
Q4
Sell
-249
Closed -$15K 924
2016
Q3
$15K Buy
249
+41
+20% +$2.6K ﹤0.01% 907
2016
Q2
$13K Hold
208
﹤0.01% 852
2016
Q1
$12K Buy
208
+94
+82% +$5.24K ﹤0.01% 802
2015
Q4
$6K Sell
114
-49
-30% -$2.6K ﹤0.01% 851
2015
Q3
$9K Buy
+163
New +$8.33K ﹤0.01% 699

Other funds holding PCG