Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$14.7K Hold
117
﹤0.01% 877
2025
Q4
$17.2K Buy
117
+25
+27% +$4.07K ﹤0.01% 860
2025
Q3
$16.4K Sell
92
-50
-35% -$6.55K ﹤0.01% 862
2025
Q2
$16.1K Sell
142
-198
-58% -$23.4K ﹤0.01% 815
2025
Q1
$45K Buy
340
+100
+42% +$11.5K ﹤0.01% 661
2024
Q4
$20.4K Sell
240
-567
-70% -$53.6K ﹤0.01% 770
2024
Q3
$85.6K Sell
807
-381
-32% -$31.2K ﹤0.01% 545
2024
Q2
$85.5K Sell
1,188
-38
-3% -$2.91K ﹤0.01% 524
2024
Q1
$88.7K Sell
1,226
-315
-20% -$23.1K ﹤0.01% 520
2023
Q4
$119K Sell
1,541
-97
-6% -$7.73K ﹤0.01% 469
2023
Q3
$142K Buy
1,638
+3
+0.2% +$275 ﹤0.01% 432
2023
Q2
$136K Buy
1,635
+53
+3% +$4.64K ﹤0.01% 429
2023
Q1
$162K Sell
1,582
-23
-1% -$2.3K ﹤0.01% 407
2022
Q4
$141K Sell
1,605
-77
-5% -$6.07K ﹤0.01% 416
2022
Q3
$135K Sell
1,682
-227
-12% -$21.6K ﹤0.01% 427
2022
Q2
$217K Sell
1,909
-55
-3% -$5.39K 0.01% 361
2022
Q1
$214K Sell
1,964
-275
-12% -$31.7K ﹤0.01% 388
2021
Q4
$266K Sell
2,239
-2,335
-51% -$340K 0.01% 365
2021
Q3
$677K Buy
4,574
+1,834
+67% +$334K 0.02% 240
2021
Q2
$621K Buy
2,740
+113
+4% +$25.1K 0.02% 250
2021
Q1
$596K Sell
2,627
-991
-27% -$243K 0.02% 253
2020
Q4
$842K Buy
3,618
+2,301
+175% +$639K 0.02% 221
2020
Q3
$387K Buy
1,317
+53
+4% +$14K 0.01% 274
2020
Q2
$273K Buy
1,264
+123
+11% +$25.6K 0.01% 297
2020
Q1
$222K Sell
1,141
-169
-13% -$35.3K 0.01% 305
2019
Q4
$278K Buy
1,310
+260
+25% +$48.8K 0.01% 336
2019
Q3
$176K Sell
1,050
-108
-9% -$18.6K 0.01% 403
2019
Q2
$196K Buy
+1,158
New +$200K 0.01% 393
2018
Q3
Sell
-1,106
Closed -$205K 328
2018
Q2
$205K Buy
+1,106
New +$211K 0.01% 326
2016
Q2
Sell
-2,800
Closed -$221K 327
2016
Q1
$221K Buy
+2,800
New +$197K 0.01% 291

Other funds holding BABA