Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$141K Buy
1,878
+19
+1% +$1.56K ﹤0.01% 2193
2025
Q4
$163K Buy
1,859
+128
+7% +$10.6K ﹤0.01% 2132
2025
Q3
$123K Buy
1,731
+1,550
+856% +$109K ﹤0.01% 2250
2025
Q2
$13.1K Buy
181
+24
+15% +$1.58K ﹤0.01% 3335
2025
Q1
$9.58K Buy
157
+5
+3% +$354 ﹤0.01% 3451
2024
Q4
$11.2K Buy
152
+25
+20% +$2.18K ﹤0.01% 3368
2024
Q3
$12.5K Buy
127
+56
+79% +$4.93K ﹤0.01% 3279
2024
Q2
$5.23K Sell
71
-38
-35% -$2.9K ﹤0.01% 3498
2024
Q1
$8.56K Buy
109
+38
+54% +$2.96K ﹤0.01% 3383
2023
Q4
$5.67K Sell
71
-137
-66% -$9.15K ﹤0.01% 3485
2023
Q3
$13.2K Buy
208
+5
+2% +$309 ﹤0.01% 3060
2023
Q2
$11.4K Sell
203
-3,959
-95% -$195K ﹤0.01% 3214
2023
Q1
$204K Buy
4,162
+147
+4% +$7.46K ﹤0.01% 1850
2022
Q4
$178K Sell
4,015
-49
-1% -$2.29K ﹤0.01% 1926
2022
Q3
$169K Sell
4,064
-896
-18% -$43.9K ﹤0.01% 1937
2022
Q2
$263K Buy
4,960
+1,765
+55% +$98.7K ﹤0.01% 1755
2022
Q1
$179K Sell
3,195
-51
-2% -$2.54K ﹤0.01% 1999
2021
Q4
$175K Hold
3,246
﹤0.01% 2031
2021
Q3
$167K Buy
3,246
+58
+2% +$2.87K ﹤0.01% 2036
2021
Q2
$138K Buy
3,188
+60
+2% +$2.87K ﹤0.01% 2135
2021
Q1
$156K Hold
3,128
﹤0.01% 2033
2020
Q4
$138K Sell
3,128
-1,926
-38% -$77.1K ﹤0.01% 2047
2020
Q3
$184K Sell
5,054
-86
-2% -$3.19K ﹤0.01% 1808
2020
Q2
$182K Sell
5,140
-396
-7% -$13.5K ﹤0.01% 1806
2020
Q1
$173K Buy
5,536
+1,308
+31% +$49.8K ﹤0.01% 1736
2019
Q4
$179K Hold
4,228
﹤0.01% 1889
2019
Q3
$161K Buy
4,228
+2,720
+180% +$105K ﹤0.01% 1916
2019
Q2
$52K Buy
1,508
+376
+33% +$15.6K ﹤0.01% 2509
2019
Q1
$50K Buy
1,132
+1,044
+1,186% +$43.4K ﹤0.01% 2492
2018
Q4
$3K Sell
88
-88
-50% -$3.55K ﹤0.01% 3331
2018
Q3
$8K Hold
176
﹤0.01% 3199
2018
Q2
$8K Hold
176
﹤0.01% 3205
2018
Q1
$7K Buy
176
+40
+29% +$1.54K ﹤0.01% 3253
2017
Q4
$5K Hold
136
﹤0.01% 3323
2017
Q3
$6K Buy
+136
New +$5.55K ﹤0.01% 3222
2016
Q2
Sell
-1,120
Closed -$23K 3616
2016
Q1
$23K Sell
1,120
-600
-35% -$12.4K ﹤0.01% 2714
2015
Q4
$40K Buy
+1,720
New +$38.6K ﹤0.01% 2543
2015
Q3
Sell
-172
Closed -$3K 3658
2015
Q2
$3K Hold
172
﹤0.01% 3386
2015
Q1
$4K Hold
172
﹤0.01% 3338
2014
Q4
$3K Hold
172
﹤0.01% 3382
2014
Q3
$2K Hold
172
﹤0.01% 3386
2014
Q2
$3K Buy
+172
New +$2.39K ﹤0.01% 3330

Other funds holding PLUS