Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$775K Hold
10,300
﹤0.01% 804
2025
Q4
$903K Sell
10,300
-1,000
-9% -$82.5K ﹤0.01% 739
2025
Q3
$802K Hold
11,300
﹤0.01% 766
2025
Q2
$815K Sell
11,300
-600
-5% -$39.5K ﹤0.01% 999
2025
Q1
$726K Buy
11,900
+300
+3% +$21.2K ﹤0.01% 990
2024
Q4
$857K Buy
11,600
+1,600
+16% +$140K ﹤0.01% 907
2024
Q3
$983K Sell
10,000
-1,100
-10% -$96.8K ﹤0.01% 916
2024
Q2
$818K Buy
11,100
+700
+7% +$53.5K ﹤0.01% 954
2024
Q1
$816K Sell
10,400
-1,700
-14% -$132K ﹤0.01% 985
2023
Q4
$966K Sell
12,100
-1,300
-10% -$86.9K ﹤0.01% 924
2023
Q3
$851K Buy
13,400
+11,600
+644% +$716K ﹤0.01% 963
2023
Q2
$101K Sell
1,800
-8,600
-83% -$424K ﹤0.01% 1720
2023
Q1
$510K Sell
10,400
-6,100
-37% -$309K ﹤0.01% 1303
2022
Q4
$730K Hold
16,500
﹤0.01% 1090
2022
Q3
$685K Hold
16,500
﹤0.01% 1130
2022
Q2
$876K Sell
16,500
-1,500
-8% -$83.9K ﹤0.01% 1000
2022
Q1
$1.01M Sell
18,000
-1,000
-5% -$49.7K ﹤0.01% 1028
2021
Q4
$1.02M Hold
19,000
﹤0.01% 1105
2021
Q3
$974K Sell
19,000
-3,000
-14% -$148K ﹤0.01% 1122
2021
Q2
$953K Buy
22,000
+1,800
+9% +$86K ﹤0.01% 1198
2021
Q1
$1.01M Sell
20,200
-600
-3% -$28.5K ﹤0.01% 1168
2020
Q4
$914K Buy
20,800
+800
+4% +$32K ﹤0.01% 1118
2020
Q3
$732K Hold
20,000
﹤0.01% 1102
2020
Q2
$706K Hold
20,000
﹤0.01% 1080
2020
Q1
$626K Hold
20,000
﹤0.01% 971
2019
Q4
$842K Sell
20,000
-400
-2% -$16.3K ﹤0.01% 1043
2019
Q3
$776K Sell
20,400
-600
-3% -$23.1K ﹤0.01% 926
2019
Q2
$723K Buy
21,000
+1,400
+7% +$58.2K ﹤0.01% 981
2019
Q1
$867K Sell
19,600
-1,000
-5% -$41.6K ﹤0.01% 885
2018
Q4
$733K Hold
20,600
﹤0.01% 934
2018
Q3
$954K Sell
20,600
-1,000
-5% -$49.9K ﹤0.01% 900
2018
Q2
$1.02M Sell
21,600
-1,200
-5% -$52.4K ﹤0.01% 883
2018
Q1
$885K Sell
22,800
-600
-3% -$23.1K ﹤0.01% 924
2017
Q4
$879K Buy
23,400
+2,200
+10% +$92.7K ﹤0.01% 929
2017
Q3
$979K Sell
21,200
-1,800
-8% -$73.5K ﹤0.01% 870
2017
Q2
$852K Sell
23,000
-1,000
-4% -$36.3K ﹤0.01% 913
2017
Q1
$810K Buy
24,000
+15,600
+186% +$478K ﹤0.01% 952
2016
Q4
$241K Sell
8,400
-24,000
-74% -$623K ﹤0.01% 1524
2016
Q3
$764K Sell
32,400
-2,000
-6% -$43.5K ﹤0.01% 965
2016
Q2
$703K Hold
34,400
﹤0.01% 1039
2016
Q1
$692K Buy
34,400
+4,800
+16% +$99.1K ﹤0.01% 1017
2015
Q4
$690K Buy
29,600
+21,288
+256% +$478K ﹤0.01% 1052
2015
Q3
$164K Sell
8,312
-30,488
-79% -$584K ﹤0.01% 1565
2015
Q2
$743K Buy
38,800
+3,600
+10% +$75.1K ﹤0.01% 1095
2015
Q1
$764K Sell
35,200
-4,400
-11% -$85.6K ﹤0.01% 966
2014
Q4
$749K Sell
39,600
-8,400
-18% -$139K ﹤0.01% 986
2014
Q3
$673K Hold
48,000
﹤0.01% 1010
2014
Q2
$698K Sell
48,000
-800
-2% -$11.1K ﹤0.01% 1046
2014
Q1
$680K Sell
48,800
-1,200
-2% -$16.9K ﹤0.01% 992
2013
Q4
$710K Sell
50,000
-8,800
-15% -$118K ﹤0.01% 1021
2013
Q3
$760K Buy
58,800
+10,000
+20% +$146K ﹤0.01% 1034
2013
Q2
$731K Buy
+48,800
New +$602K ﹤0.01% 1097

Other funds holding PLUS