Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.77M Buy
18,029
+1,444
+9% +$135K 0.02% 392
2025
Q2
$1.55M Sell
16,585
-4,537
-21% -$373K 0.02% 396
2025
Q1
$1.54M Sell
21,122
-29,916
-59% -$2.16M 0.02% 392
2024
Q4
$3.08M Buy
51,038
+33,539
+192% +$2.39M 0.04% 274
2024
Q3
$1.32M Buy
17,499
+3,622
+26% +$255K 0.02% 451
2024
Q2
$1.01M Buy
13,877
+590
+4% +$41K 0.01% 452
2024
Q1
$1.02M Sell
13,287
-347
-3% -$24.9K 0.01% 450
2023
Q4
$839K Buy
13,634
+7,660
+128% +$401K 0.01% 465
2023
Q3
$275K Sell
5,974
-136
-2% -$6.21K ﹤0.01% 746
2023
Q2
$264K Sell
6,110
-1,459
-19% -$54.2K ﹤0.01% 755
2023
Q1
$240K Sell
7,569
-995
-12% -$31.6K ﹤0.01% 761
2022
Q4
$212K Sell
8,564
-2,085
-20% -$57.1K ﹤0.01% 802
2022
Q3
$283K Sell
10,649
-149
-1% -$4.12K ﹤0.01% 722
2022
Q2
$224K Buy
10,798
+1,670
+18% +$44.3K ﹤0.01% 777
2022
Q1
$325K Sell
9,128
-1,664
-15% -$59.8K ﹤0.01% 728
2021
Q4
$454K Sell
10,792
-4,336
-29% -$187K ﹤0.01% 662
2021
Q3
$676K Sell
15,128
-2,901
-16% -$127K 0.01% 540
2021
Q2
$912K Sell
18,029
-14
-0.1% -$731 0.01% 461
2021
Q1
$976K Buy
18,043
+8,018
+80% +$447K 0.01% 391
2020
Q4
$514K Sell
10,025
-1,541
-13% -$69.1K 0.01% 534
2020
Q3
$419K Buy
11,566
+10,146
+715% +$335K 0.01% 534
2020
Q2
$46K Sell
1,420
-10,296
-88% -$321K ﹤0.01% 915
2020
Q1
$315K Buy
11,716
+11,292
+2,663% +$372K ﹤0.01% 657
2019
Q4
$13K Sell
424
-1,481
-78% -$43.9K ﹤0.01% 1174
2019
Q3
$57K Buy
1,905
+1,000
+110% +$37.6K ﹤0.01% 873
2019
Q2
$41K Buy
+905
New +$38.4K ﹤0.01% 869

Other funds holding UBER