Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$128K Sell
6,088
-1,384
-19% -$31.3K ﹤0.01% 1234
2025
Q4
$162K Buy
7,472
+597
+9% +$12.3K ﹤0.01% 1077
2025
Q3
$129K Sell
6,875
-2,694
-28% -$57.8K ﹤0.01% 1173
2025
Q2
$208K Sell
9,569
-6,105
-39% -$138K ﹤0.01% 900
2025
Q1
$343K Buy
15,674
+455
+3% +$10.5K 0.01% 667
2024
Q4
$337K Buy
15,219
+1,172
+8% +$27.8K 0.01% 676
2024
Q3
$378K Buy
14,047
+35
+0.2% +$932 0.01% 610
2024
Q2
$344K Buy
14,012
+308
+2% +$7.44K 0.01% 621
2024
Q1
$338K Buy
13,704
+126
+0.9% +$2.94K 0.01% 646
2023
Q4
$318K Buy
13,578
+6,979
+106% +$156K 0.01% 628
2023
Q3
$136K Sell
6,599
-907
-12% -$19.9K ﹤0.01% 894
2023
Q2
$175K Buy
7,506
+1,389
+23% +$31.3K ﹤0.01% 810
2023
Q1
$154K Sell
6,117
-4,264
-41% -$106K ﹤0.01% 823
2022
Q4
$237K Buy
10,381
+943
+10% +$24.9K 0.01% 644
2022
Q3
$239K Buy
9,438
+1,288
+16% +$37.9K 0.01% 613
2022
Q2
$248K Buy
8,150
+879
+12% +$31.2K 0.01% 613
2022
Q1
$256K Buy
7,271
+491
+7% +$17.5K 0.01% 638
2021
Q4
$242K Buy
6,780
+546
+9% +$18.4K 0.01% 638
2021
Q3
$203K Buy
6,234
+851
+16% +$23.1K 0.01% 678
2021
Q2
$141K Sell
5,383
-508
-9% -$13.5K 0.01% 813
2021
Q1
$154K Sell
5,891
-349
-6% -$9.77K 0.01% 694
2020
Q4
$174K Buy
6,240
+1,650
+36% +$45.9K 0.01% 582
2020
Q3
$124K Buy
4,590
+301
+7% +$8.38K 0.01% 635
2020
Q2
$105K Buy
4,289
+281
+7% +$6.67K 0.01% 673
2020
Q1
$82K Sell
4,008
-836
-17% -$16.6K 0.01% 712
2019
Q4
$97K Sell
4,844
-92
-2% -$1.93K 0.01% 720
2019
Q3
$109K Sell
4,936
-723
-13% -$16.2K 0.01% 611
2019
Q2
$140K Buy
5,659
+3,211
+131% +$76.3K 0.01% 505
2019
Q1
$53K Buy
2,448
+420
+21% +$9.44K ﹤0.01% 859
2018
Q4
$43K Sell
2,028
-1,441
-42% -$34K ﹤0.01% 897
2018
Q3
$89K Buy
3,469
+147
+4% +$3.76K 0.01% 679
2018
Q2
$78K Buy
3,322
+379
+13% +$9.81K 0.01% 701
2018
Q1
$83K Buy
+2,943
New +$86K 0.01% 597
2016
Q4
Sell
-399
Closed -$14K 936
2016
Q3
$14K Sell
399
-27
-6% -$1.09K ﹤0.01% 929
2016
Q2
$19K Buy
+426
New +$17K ﹤0.01% 737
2015
Q3
Sell
-77
Closed -$5K 1324
2015
Q2
$5K Buy
77
+30
+64% +$1.92K ﹤0.01% 753
2015
Q1
$3K Hold
47
﹤0.01% 757
2014
Q4
$3K Buy
+47
New +$3.12K ﹤0.01% 714

Other funds holding PHI