Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$488K Sell
3,891
-368
-9% -$55.3K 0.13% 106
2025
Q4
$624K Sell
4,259
-467
-10% -$76.1K 0.19% 84
2025
Q3
$845K Buy
4,726
+330
+8% +$43.2K 0.28% 67
2025
Q2
$499K Buy
4,396
+1,354
+45% +$160K 0.19% 85
2025
Q1
$402K Sell
3,042
-3,048
-50% -$351K 0.17% 96
2024
Q4
$516K Buy
6,090
+3,021
+98% +$285K 0.24% 79
2024
Q3
$326K Buy
+3,069
New +$251K 0.16% 99
2021
Q4
Sell
-1,498
Closed -$222K 136
2021
Q3
$222K Sell
1,498
-4,440
-75% -$808K 0.13% 123
2021
Q2
$1.32M Buy
5,938
+1,177
+25% +$262K 0.82% 28
2021
Q1
$1.06M Sell
4,761
-2,378
-33% -$584K 0.64% 34
2020
Q4
$1.68M Buy
+7,139
New +$1.98M 1.28% 21

Other funds holding BABA