Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-1,600
Closed -$278K 2199
2025
Q4
$278K Sell
1,600
-500
-24% -$89.1K ﹤0.01% 1358
2025
Q3
$380K Buy
2,100
+1,700
+425% +$268K ﹤0.01% 1225
2025
Q2
$44.4K Buy
+400
New +$39.8K ﹤0.01% 2047
2025
Q1
Sell
-5,000
Closed -$726K 1993
2024
Q4
$726K Hold
5,000
﹤0.01% 973
2024
Q3
$1.08M Buy
5,000
+3,800
+317% +$644K ﹤0.01% 884
2024
Q2
$188K Buy
1,200
+1,000
+500% +$149K ﹤0.01% 1576
2024
Q1
$25K Buy
+200
New +$21K ﹤0.01% 1836
2023
Q2
Sell
-900
Closed -$121K 2062
2023
Q1
$121K Buy
900
+600
+200% +$76.5K ﹤0.01% 1692
2022
Q4
$32K Buy
+300
New +$31.6K ﹤0.01% 1850
2022
Q1
Sell
-3,000
Closed -$266K 2223
2021
Q4
$266K Buy
+3,000
New +$218K ﹤0.01% 1658
2021
Q3
Sell
-1,700
Closed -$87K 2300
2021
Q2
$87K Buy
+1,700
New +$87.5K ﹤0.01% 2004
2017
Q2
Sell
-1,800
Closed -$54K 2021
2017
Q1
$54K Hold
1,800
﹤0.01% 1769
2016
Q4
$63K Hold
1,800
﹤0.01% 1751
2016
Q3
$67K Buy
+1,800
New +$47.2K ﹤0.01% 1726

Other funds holding PI