Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$7.05M Sell
40,415
-755
-2% -$139K 2.12% 15
2025
Q4
$7.68M Sell
41,170
-435
-1% -$81K 2.26% 16
2025
Q3
$7.76M Buy
41,605
+45
+0.1% +$7.84K 2.25% 14
2025
Q2
$6.57M Sell
41,560
-7,160
-15% -$901K 2.07% 16
2025
Q1
$5.28M Sell
48,720
-3,025
-6% -$383K 1.77% 18
2024
Q4
$6.98M Sell
51,745
-3,025
-6% -$417K 2.12% 13
2024
Q3
$6.65M Buy
54,770
+1,110
+2% +$131K 2.03% 15
2024
Q2
$6.63M Sell
53,660
-3,500
-6% -$354K 2.15% 14
2024
Q1
$5.16M Hold
57,160
1.74% 17
2023
Q4
$2.83M Buy
57,160
+6,300
+12% +$292K 1.03% 29
2023
Q3
$2.21M Buy
50,860
+180
+0.4% +$8.06K 0.88% 32
2023
Q2
$2.14M Sell
50,680
-250
-0.5% -$8.3K 0.8% 34
2023
Q1
$1.41M Sell
50,930
-1,840
-3% -$39.8K 0.56% 45
2022
Q4
$771K Hold
52,770
0.33% 56
2022
Q3
$641K Sell
52,770
-3,810
-7% -$60.2K 0.3% 59
2022
Q2
$858K Hold
56,580
0.39% 54
2022
Q1
$1.54M Buy
56,580
+10
+0% +$251 0.56% 48
2021
Q4
$1.66M Sell
56,570
-650
-1% -$17.9K 0.52% 48
2021
Q3
$1.19M Sell
57,220
-700
-1% -$14.5K 0.44% 49
2021
Q2
$1.16M Hold
57,920
0.43% 52
2021
Q1
$773K Buy
57,920
+10,400
+22% +$140K 0.33% 61
2020
Q4
$620K Hold
47,520
0.26% 62
2020
Q3
$643K Buy
47,520
+19,120
+67% +$222K 0.3% 60
2020
Q2
$270K Buy
28,400
+23,280
+455% +$188K 0.15% 68
2020
Q1
$34K Buy
+5,120
New +$32.3K 0.02% 114
2019
Q3
Sell
-45,840
Closed -$188K 184
2019
Q2
$188K Sell
45,840
-30,400
-40% -$126K 0.13% 72
2019
Q1
$342K Buy
76,240
+61,160
+406% +$237K 0.26% 58
2018
Q4
$50K Buy
+15,080
New +$72.1K 0.05% 84

Other funds holding NVDA