Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.77M Buy
8,743
+3,589
+70% +$682K 0.03% 924
2025
Q4
$758K Buy
+5,154
New +$756K 0.02% 1246
2025
Q2
Sell
-8,526
Closed -$1.09M 2980
2025
Q1
$1.09M Buy
+8,526
New +$1.2M 0.06% 508
2024
Q4
Sell
-2,095
Closed -$286K 2789
2024
Q3
$286K Buy
+2,095
New +$254K 0.02% 1217
2024
Q2
Sell
-2,214
Closed -$210K 2345
2024
Q1
$210K Buy
+2,214
New +$213K 0.03% 1135
2023
Q4
Sell
-2,588
Closed -$241K 2006
2023
Q3
$241K Sell
2,588
-508
-16% -$49.2K 0.04% 894
2023
Q2
$304K Buy
+3,096
New +$284K 0.05% 709
2021
Q2
Sell
-3,450
Closed -$317K 1032
2021
Q1
$317K Buy
+3,450
New +$293K 0.15% 252

Other funds holding PLXS