Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-209
Closed -$15K 2208
2024
Q2
$15K Buy
+209
New +$16K 0.01% 1301
2023
Q4
Sell
-58
Closed -$5K 2137
2023
Q3
$5K Sell
58
-502
-90% -$46K ﹤0.01% 1713
2023
Q2
$47K Buy
560
+544
+3,400% +$47.6K 0.04% 798
2023
Q1
$2K Sell
16
-469
-97% -$47K ﹤0.01% 1733
2022
Q4
$43K Sell
485
-971
-67% -$76.6K 0.04% 781
2022
Q3
$117K Sell
1,456
-1,691
-54% -$161K 0.1% 277
2022
Q2
$358K Buy
3,147
+205
+7% +$20.1K 0.28% 40
2022
Q1
$320K Buy
2,942
+1,162
+65% +$134K 0.21% 55
2021
Q4
$211K Buy
+1,780
New +$259K 0.3% 23

Other funds holding BABA