Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-17,651
Closed -$393K 1600
2025
Q3
$393K Sell
17,651
-5,311
-23% -$130K ﹤0.01% 1052
2025
Q2
$614K Sell
22,962
-193
-0.8% -$5.05K 0.01% 879
2025
Q1
$649K Sell
23,155
-1,728
-7% -$44.8K 0.01% 853
2024
Q4
$640K Buy
24,883
+2,599
+12% +$68.3K 0.01% 878
2024
Q3
$585K Buy
22,284
+3,143
+16% +$86.5K 0.01% 888
2024
Q2
$492K Sell
19,141
-1,368
-7% -$40.2K 0.01% 917
2024
Q1
$660K Buy
20,509
+356
+2% +$11.2K 0.01% 862
2023
Q4
$649K Buy
20,153
+410
+2% +$12.3K 0.01% 840
2023
Q3
$631K Buy
19,743
+1,350
+7% +$47.5K 0.01% 801
2023
Q2
$624K Buy
18,393
+220
+1% +$7.64K 0.01% 822
2023
Q1
$652K Sell
18,173
-40
-0.2% -$1.45K 0.01% 815
2022
Q4
$621K Buy
18,213
+2,028
+13% +$71.4K 0.01% 815
2022
Q3
$577K Buy
16,185
+323
+2% +$13K 0.01% 784
2022
Q2
$644K Buy
15,862
+1,191
+8% +$44.2K 0.01% 753
2022
Q1
$564K Sell
14,671
-145
-1% -$5.52K 0.01% 846
2021
Q4
$576K Sell
14,816
-107
-0.7% -$4.49K 0.01% 851
2021
Q3
$706K Buy
14,923
+7,570
+103% +$337K 0.01% 721
2021
Q2
$337K Buy
7,353
+1,513
+26% +$67.1K 0.01% 1043
2021
Q1
$236K Sell
5,840
-165
-3% -$7.08K 0.01% 1006
2020
Q4
$269K Buy
6,005
+436
+8% +$20.2K 0.01% 979
2020
Q3
$256K Sell
5,569
-41
-0.7% -$2.15K 0.01% 907
2020
Q2
$310K Buy
+5,610
New +$296K 0.01% 819

Other funds holding PRGO