Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Hold
0
219
2025
Q3
Hold
0
255
2025
Q2
Hold
0
162
2025
Q1
Hold
0
79
2024
Q2
Hold
0
149
2024
Q1
Hold
0
243
2023
Q4
Sell
-1,000
Closed -$52.3K 251
2023
Q3
$46K Buy
+1,000
New +$45.7K 0.29% 88
2023
Q2
Sell
-10,000
Closed -$372K 223
2023
Q1
$317K Buy
+10,000
New +$317K 1.51% 83
2022
Q4
Hold
0
225
2022
Q3
Hold
0
125
2022
Q2
Hold
0
96
2022
Q1
Hold
0
76
2021
Q4
Hold
0
60
2021
Q3
Hold
0
88
2021
Q2
Sell
-5,000
Closed -$261K 74
2021
Q1
$273K Sell
5,000
-45,000
-90% -$2.51M 5.79% 21
2020
Q4
$2.55M Buy
50,000
+32,500
+186% +$1.46M 17.86% 15
2020
Q3
$638K Buy
+17,500
New +$578K 3.3% 37
2020
Q2
Hold
0
110
2020
Q1
Hold
0
156
2019
Q4
Hold
0
232
2019
Q3
Sell
-21,500
Closed -$997K 223
2019
Q2
$997K Buy
+21,500
New +$913K 2.19% 60

Other funds holding UBER