Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.03M Buy
96,597
+18,997
+24% +$429K 0.02% 621
2025
Q4
$1.69M Sell
77,600
-4,733
-6% -$97.2K 0.02% 625
2025
Q3
$1.54M Buy
82,333
+5,448
+7% +$117K 0.01% 653
2025
Q2
$1.67M Buy
76,885
+13,877
+22% +$313K 0.02% 562
2025
Q1
$1.38M Buy
63,008
+20,132
+47% +$465K 0.02% 603
2024
Q4
$950K Buy
42,876
+854
+2% +$20.3K 0.02% 659
2024
Q3
$1.13M Buy
42,022
+8,289
+25% +$221K 0.03% 589
2024
Q2
$828K Buy
33,733
+6,879
+26% +$166K 0.02% 669
2024
Q1
$662K Buy
26,854
+12,812
+91% +$299K 0.01% 705
2023
Q4
$329K Buy
+14,042
New +$314K 0.01% 963

Other funds holding PHI