Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.02M Sell
58,054
-26,981
-32% -$459K 0.13% 161
2025
Q4
$1.37M Buy
85,035
+23,067
+37% +$368K 0.17% 127
2025
Q3
$934K Buy
+61,968
New +$904K 0.12% 170
2016
Q3
Sell
-15,150
Closed -$968K 371
2016
Q2
$968K Hold
15,150
0.07% 302
2016
Q1
$905K Sell
15,150
-1,500
-9% -$83.6K 0.07% 228
2015
Q4
$886K Buy
16,650
+2,150
+15% +$114K 0.07% 224
2015
Q3
$766K Buy
14,500
+2,000
+16% +$102K 0.07% 220
2015
Q2
$614K Buy
12,500
+2,300
+23% +$120K 0.06% 209
2015
Q1
$541K Sell
10,200
-300
-3% -$16.6K 0.05% 219
2014
Q4
$559K Buy
+10,500
New +$520K 0.05% 221
2014
Q2
Sell
-7,000
Closed -$302K 308
2014
Q1
$302K Hold
7,000
0.03% 279
2013
Q4
$282K Buy
+7,000
New +$287K 0.03% 280

Other funds holding PCG