Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-1,893
Closed -$237K 319
2026
Q1
$237K Sell
1,893
-222
-10% -$33.4K 0.01% 242
2025
Q4
$310K Buy
2,115
+190
+10% +$30.9K 0.01% 207
2025
Q3
$344K Sell
1,925
-178
-8% -$23.3K 0.01% 184
2025
Q2
$239K Buy
2,103
+334
+19% +$39.5K 0.01% 222
2025
Q1
$234K Buy
+1,769
New +$204K 0.01% 193
2024
Q1
Sell
-4,588
Closed -$398K 200
2023
Q4
$398K Hold
4,588
0.02% 119
2023
Q3
$398K Hold
4,588
0.02% 119
2023
Q2
$382K Buy
4,588
+388
+9% +$34K 0.02% 125
2023
Q1
$429K Hold
4,200
0.03% 112
2022
Q4
$370K Hold
4,200
0.03% 110
2022
Q3
$336K Hold
4,200
0.03% 104
2022
Q2
$477K Sell
4,200
-9
-0.2% -$883 0.03% 100
2022
Q1
$458K Buy
4,209
+9
+0.2% +$1.04K 0.04% 92
2021
Q4
$499K Hold
4,200
0.04% 89
2021
Q3
$622K Hold
4,200
0.06% 77
2021
Q2
$952K Sell
4,200
-100
-2% -$22.2K 0.11% 55
2021
Q1
$975K Sell
4,300
-55
-1% -$13.5K 0.15% 41
2020
Q4
$968K Buy
+4,355
New +$1.21M 0.18% 32

Other funds holding BABA