Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$202K Buy
3,210
+1,100
+52% +$81.6K ﹤0.01% 1402
2025
Q4
$178K Buy
2,110
+685
+48% +$50.9K ﹤0.01% 1434
2025
Q3
$108K Buy
1,425
+205
+17% +$14.7K ﹤0.01% 1632
2025
Q2
$128K Sell
1,220
-1,970
-62% -$108K ﹤0.01% 1504
2025
Q1
$133K Buy
3,190
+440
+16% +$19.5K ﹤0.01% 1373
2024
Q4
$112K Buy
2,750
+485
+21% +$21.8K ﹤0.01% 1416
2024
Q3
$78.9K Buy
2,265
+270
+14% +$7.75K ﹤0.01% 1511
2024
Q2
$51.4K Buy
1,995
+1,815
+1,008% +$36.5K ﹤0.01% 1666
2024
Q1
$3.17K Hold
180
﹤0.01% 2583
2023
Q4
$1.91K Hold
180
﹤0.01% 2696
2023
Q3
$1.51K Sell
180
-1,350
-88% -$11.6K ﹤0.01% 2907
2023
Q2
$7.93K Hold
1,530
﹤0.01% 2373
2023
Q1
$8.62K Sell
1,530
-735
-32% -$1.27K ﹤0.01% 2358
2022
Q4
$14K Buy
2,265
+1,460
+181% +$3.08K ﹤0.01% 3141
2022
Q3
$9K Buy
805
+250
+45% +$1.63K ﹤0.01% 3702
2022
Q2
$7K Hold
555
﹤0.01% 3590
2022
Q1
$7K Buy
555
+380
+217% +$11.1K ﹤0.01% 3590
2021
Q4
$9K Sell
175
-475
-73% -$26.1K ﹤0.01% 2264
2021
Q3
$40K Buy
650
+130
+25% +$8.64K ﹤0.01% 1667
2021
Q2
$31K Buy
520
+20
+4% +$1.09K ﹤0.01% 1726
2021
Q1
$26K Hold
500
﹤0.01% 1729
2020
Q4
$24K Buy
+500
New +$22.9K ﹤0.01% 1726
2020
Q3
Hold
0
3048
2020
Q2
Hold
0
2927
2020
Q1
Hold
0
2947
2019
Q4
Hold
0
2992
2019
Q3
Hold
0
3196
2019
Q1
Sell
-750
Closed -$5K 2571
2018
Q4
$5K Hold
750
﹤0.01% 2825
2018
Q3
$9K Hold
750
﹤0.01% 2895
2018
Q2
$6K Sell
750
-250
-25% -$1.5K ﹤0.01% 3152
2018
Q1
$4K Hold
1,000
﹤0.01% 3248
2017
Q4
$4K Buy
+1,000
New +$3.31K ﹤0.01% 3297

Other funds holding CVNA