Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$427K Hold
62,700
﹤0.01% 1167
2025
Q4
$507K Buy
62,700
+35,200
+128% +$341K ﹤0.01% 1081
2025
Q3
$355K Buy
27,500
+2,200
+9% +$29.4K ﹤0.01% 1254
2025
Q2
$319K Buy
25,300
+6,900
+38% +$94.4K ﹤0.01% 1487
2025
Q1
$289K Buy
18,400
+7,100
+63% +$129K ﹤0.01% 1414
2024
Q4
$193K Buy
+11,300
New +$229K ﹤0.01% 1518
2024
Q1
Hold
0
2015
2023
Q4
Hold
0
1993
2023
Q3
Sell
-36,800
Closed -$448K 2026
2023
Q2
$371K Buy
36,800
+5,100
+16% +$64.5K ﹤0.01% 1399
2023
Q1
$547K Buy
31,700
+25,800
+437% +$502K ﹤0.01% 1258
2022
Q4
$81K Sell
5,900
-7,433
-56% -$120K ﹤0.01% 1752
2022
Q3
$220K Buy
13,333
+3,758
+39% +$84K ﹤0.01% 1580
2022
Q2
$224K Buy
+9,575
New +$309K ﹤0.01% 1575

Other funds holding PSFE