Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.69M Buy
62,348
+16,333
+35% +$1.34M ﹤0.01% 4142
2025
Q4
$4.04M Sell
46,015
-13,949
-23% -$1.15M ﹤0.01% 4243
2025
Q3
$4.26M Sell
59,964
-80,536
-57% -$5.68M ﹤0.01% 4207
2025
Q2
$10.1M Sell
140,500
-43,398
-24% -$2.85M ﹤0.01% 3070
2025
Q1
$11.2M Buy
183,898
+64,515
+54% +$4.56M ﹤0.01% 2910
2024
Q4
$8.82M Buy
119,383
+15,943
+15% +$1.39M ﹤0.01% 3206
2024
Q3
$10.2M Buy
103,440
+12,444
+14% +$1.09M ﹤0.01% 2352
2024
Q2
$6.7M Buy
90,996
+12,559
+16% +$960K ﹤0.01% 2571
2024
Q1
$6.16M Buy
78,437
+56,599
+259% +$4.41M ﹤0.01% 2748
2023
Q4
$1.74M Sell
21,838
-872
-4% -$58.3K ﹤0.01% 3969
2023
Q3
$1.44M Sell
22,710
-988
-4% -$61K ﹤0.01% 3771
2023
Q2
$1.33M Sell
23,698
-4,657
-16% -$229K ﹤0.01% 3957
2023
Q1
$1.39M Sell
28,355
-9,737
-26% -$494K ﹤0.01% 3805
2022
Q4
$1.69M Buy
38,092
+9,495
+33% +$443K ﹤0.01% 3563
2022
Q3
$1.19M Sell
28,597
-3,454
-11% -$169K ﹤0.01% 3611
2022
Q2
$1.7M Sell
32,051
-10,051
-24% -$562K ﹤0.01% 3284
2022
Q1
$2.36M Sell
42,102
-5,383
-11% -$268K ﹤0.01% 3280
2021
Q4
$2.56M Sell
47,485
-63,677
-57% -$3.52M ﹤0.01% 3516
2021
Q3
$5.7M Buy
111,162
+9,438
+9% +$466K ﹤0.01% 2527
2021
Q2
$4.41M Buy
101,724
+74,870
+279% +$3.58M ﹤0.01% 2823
2021
Q1
$1.34M Sell
26,854
-6,914
-20% -$328K ﹤0.01% 3955
2020
Q4
$1.49M Buy
33,768
+2,560
+8% +$102K ﹤0.01% 3673
2020
Q3
$1.14M Sell
31,208
-5,776
-16% -$214K ﹤0.01% 3538
2020
Q2
$1.31M Sell
36,984
-13,574
-27% -$463K ﹤0.01% 3280
2020
Q1
$1.58M Buy
50,558
+35,758
+242% +$1.36M ﹤0.01% 2977
2019
Q4
$624K Sell
14,800
-434
-3% -$17.7K ﹤0.01% 4637
2019
Q3
$580K Sell
15,234
-6,540
-30% -$252K ﹤0.01% 4440
2019
Q2
$750K Buy
21,774
+6,214
+40% +$258K ﹤0.01% 3969
2019
Q1
$689K Sell
15,560
-24,056
-61% -$1,000K ﹤0.01% 3839
2018
Q4
$1.41M Buy
39,616
+5,700
+17% +$230K ﹤0.01% 3375
2018
Q3
$1.57M Buy
33,916
+3,586
+12% +$179K ﹤0.01% 3431
2018
Q2
$1.43M Buy
30,330
+4,104
+16% +$179K ﹤0.01% 3472
2018
Q1
$1.02M Buy
26,226
+5,672
+28% +$219K ﹤0.01% 3690
2017
Q4
$773K Buy
20,554
+882
+4% +$37.2K ﹤0.01% 3982
2017
Q3
$909K Buy
19,672
+5,012
+34% +$205K ﹤0.01% 3786
2017
Q2
$543K Buy
14,660
+808
+6% +$29.3K ﹤0.01% 4065
2017
Q1
$467K Sell
13,852
-4,424
-24% -$136K ﹤0.01% 4088
2016
Q4
$526K Sell
18,276
-37,192
-67% -$965K ﹤0.01% 4075
2016
Q3
$1.31M Buy
55,468
+38,620
+229% +$841K ﹤0.01% 3217
2016
Q2
$345K Buy
16,848
+476
+3% +$9.89K ﹤0.01% 4173
2016
Q1
$330K Sell
16,372
-15,408
-48% -$318K ﹤0.01% 4110
2015
Q4
$741K Buy
31,780
+2,540
+9% +$57.1K ﹤0.01% 3641
2015
Q3
$578K Buy
29,240
+2,144
+8% +$41.1K ﹤0.01% 3777
2015
Q2
$520K Buy
27,096
+4,524
+20% +$94.4K ﹤0.01% 4091
2015
Q1
$491K Buy
22,572
+19,688
+683% +$383K ﹤0.01% 4164
2014
Q4
$55K Buy
+2,884
New +$47.6K ﹤0.01% 6382

Other funds holding PLUS