Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-4,157
Closed -$262K 123
2023
Q4
$262K Buy
4,157
+130
+3% +$7.45K 0.01% 101
2023
Q3
$4.02M Hold
4,027
0.02% 113
2023
Q2
$4M Buy
4,027
+1,313
+48% +$89.5K 0.02% 117
2023
Q1
$2.7M Buy
+2,714
New +$209K 0.01% 122
2022
Q4
Sell
-2,720
Closed -$234K 121
2022
Q3
$234K Sell
2,720
-152
-5% -$13.5K 0.01% 112
2022
Q2
$201K Buy
2,872
+152
+6% +$13.2K 0.01% 119
2022
Q1
$315K Sell
2,720
-969
-26% -$129K 0.01% 115
2021
Q4
$719K Sell
3,689
-16,541
-82% -$3.58M 0.02% 102
2021
Q3
$5.26M Buy
20,230
+2,954
+17% +$838K 0.15% 67
2021
Q2
$5.04M Buy
17,276
+3,958
+30% +$1.05M 0.14% 66
2021
Q1
$3.23M Sell
13,318
-156
-1% -$39.4K 0.1% 88
2020
Q4
$3.15M Buy
13,474
+1,004
+8% +$208K 0.11% 74
2020
Q3
$2.46M Buy
12,470
+1,390
+13% +$262K 0.1% 82
2020
Q2
$1.93M Buy
11,080
+590
+6% +$81.5K 0.09% 92
2020
Q1
$1M Buy
10,490
+972
+10% +$107K 0.07% 104
2019
Q4
$1.03M Buy
+9,518
New +$992K 0.06% 112

Other funds holding PYPL