Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-5,000
Closed -$733K 156
2025
Q4
$733K Hold
5,000
0.21% 99
2025
Q3
$894K Hold
5,000
0.27% 100
2025
Q2
$567K Sell
5,000
-20,000
-80% -$2.37M 0.16% 113
2025
Q1
$3.31M Buy
+25,000
New +$2.88M 1.17% 41
2024
Q3
Sell
-5,000
Closed -$360K 148
2024
Q2
$360K Buy
+5,000
New +$383K 0.11% 98
2024
Q1
Sell
-16,000
Closed -$1.17M 122
2023
Q4
$1.24M Buy
+16,000
New +$1.27M 0.53% 48
2023
Q3
Hold
0
117
2023
Q2
Hold
0
127
2023
Q1
Hold
0
121
2022
Q4
Hold
0
87
2022
Q3
Hold
0
160
2022
Q2
Hold
0
206
2022
Q1
Hold
0
210
2021
Q4
Hold
0
265
2021
Q3
Hold
0
267
2020
Q2
Hold
0
104
2020
Q1
Sell
-19,500
Closed -$4.07M 129
2019
Q4
$4.14M Buy
+19,500
New +$3.66M 2.46% 16
2019
Q3
Sell
-22,500
Closed -$3.81M 118
2019
Q2
$3.81M Buy
22,500
+14,500
+181% +$2.5M 2.23% 19
2019
Q1
$1.46M Buy
+8,000
New +$1.35M 1.46% 34
2018
Q1
Hold
0
122
2017
Q4
Hold
0
160

Other funds holding BABA