Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-31,246
Closed -$2.41M 730
2024
Q1
$2.41M Sell
31,246
-30,424
-49% -$2.18M 0.12% 184
2023
Q4
$3.8M Buy
+61,670
New +$3.23M 0.23% 129
2022
Q4
Sell
-94,666
Closed -$2.51M 1640
2022
Q3
$2.51M Buy
+94,666
New +$2.62M 0.15% 294
2022
Q2
Sell
-65,874
Closed -$2.35M 2445
2022
Q1
$2.35M Sell
65,874
-14,486
-18% -$521K 0.22% 283
2021
Q4
$3.37M Sell
80,360
-95,492
-54% -$4.12M 0.28% 192
2021
Q3
$7.88M Buy
175,852
+170,154
+2,986% +$7.43M 0.61% 53
2021
Q2
$286K Sell
5,698
-202,446
-97% -$10.6M 0.02% 1064
2021
Q1
$11.3M Buy
208,144
+163,985
+371% +$9.15M 0.91% 26
2020
Q4
$2.25M Buy
+44,159
New +$1.98M 0.19% 245
2020
Q1
Sell
-4,936
Closed -$147K 1368
2019
Q4
$147K Buy
+4,936
New +$146K 0.04% 420

Other funds holding UBER