Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$742K Buy
9,861
+5,496
+126% +$451K ﹤0.01% 3018
2025
Q4
$383K Buy
+4,365
New +$360K ﹤0.01% 3427
2025
Q3
Sell
-17,668
Closed -$1.27M 4899
2025
Q2
$1.27M Buy
+17,668
New +$1.16M ﹤0.01% 2458
2025
Q1
Sell
-12,043
Closed -$890K 5292
2024
Q4
$890K Buy
12,043
+8,932
+287% +$780K ﹤0.01% 3170
2024
Q3
$306K Sell
3,111
-41,818
-93% -$3.68M ﹤0.01% 3428
2024
Q2
$3.31M Buy
44,929
+31,395
+232% +$2.4M 0.01% 1670
2024
Q1
$1.06M Buy
13,534
+6,628
+96% +$516K ﹤0.01% 2545
2023
Q4
$551K Sell
6,906
-16,716
-71% -$1.12M ﹤0.01% 2937
2023
Q3
$1.5M Sell
23,622
-15,807
-40% -$976K 0.01% 2028
2023
Q2
$2.22M Buy
39,429
+23,719
+151% +$1.17M 0.01% 1591
2023
Q1
$770K Buy
15,710
+3,166
+25% +$161K 0.01% 2058
2022
Q4
$555K Sell
12,544
-43,625
-78% -$2.04M ﹤0.01% 2216
2022
Q3
$2.33M Buy
56,169
+52,209
+1,318% +$2.56M 0.02% 1215
2022
Q2
$210K Buy
+3,960
New +$222K ﹤0.01% 2452
2022
Q1
Sell
-8,358
Closed -$450K 3385
2021
Q4
$450K Buy
+8,358
New +$461K ﹤0.01% 2203
2021
Q3
Sell
-16,638
Closed -$721K 3328
2021
Q2
$721K Buy
16,638
+8,998
+118% +$430K 0.01% 1864
2021
Q1
$381K Sell
7,640
-606
-7% -$28.7K ﹤0.01% 2234
2020
Q4
$363K Sell
8,246
-5,618
-41% -$225K ﹤0.01% 2065
2020
Q3
$507K Buy
13,864
+1,136
+9% +$42.2K 0.01% 1425
2020
Q2
$450K Sell
12,728
-19,706
-61% -$673K 0.01% 1370
2020
Q1
$1.02M Sell
32,434
-17,726
-35% -$674K 0.03% 713
2019
Q4
$2.11M Sell
50,160
-11,840
-19% -$482K 0.01% 873
2019
Q3
$2.36M Buy
62,000
+19,974
+48% +$770K 0.02% 784
2019
Q2
$1.45M Buy
+42,026
New +$1.75M 0.01% 1026
2019
Q1
Sell
-8,768
Closed -$312K 2373
2018
Q4
$312K Buy
+8,768
New +$353K ﹤0.01% 1486
2018
Q2
Sell
-12,620
Closed -$490K 1979
2018
Q1
$490K Buy
+12,620
New +$486K 0.01% 1100
2017
Q2
Sell
-7,768
Closed -$262K 1748
2017
Q1
$262K Buy
+7,768
New +$238K 0.01% 1156
2016
Q4
Sell
-8,800
Closed -$208K 1892
2016
Q3
$208K Buy
+8,800
New +$192K 0.01% 884

Other funds holding PLUS