Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$574K Hold
1,365
0.04% 126
2026
Q1
$507K Hold
1,365
0.04% 127
2025
Q4
$614K Hold
1,365
0.05% 121
2025
Q3
$607K Hold
1,365
0.05% 120
2025
Q2
$434K Sell
1,365
-695
-34% -$209K 0.04% 131
2025
Q1
$534K Buy
2,060
+638
+45% +$213K 0.05% 124
2024
Q4
$574K Buy
1,422
+15
+1% +$4.83K 0.05% 115
2024
Q3
$368K Sell
1,407
-30
-2% -$6.84K 0.04% 138
2024
Q2
$284K Buy
1,437
+111
+8% +$19.4K 0.03% 166
2024
Q1
$233K Hold
1,326
0.03% 180
2023
Q4
$329K Sell
1,326
-301
-19% -$71.5K 0.04% 155
2023
Q3
$407K Buy
1,627
+149
+10% +$38.3K 0.06% 128
2023
Q2
$387K Hold
1,478
0.06% 131
2023
Q1
$307K Buy
1,478
+32
+2% +$5.58K 0.05% 143
2022
Q4
$178K Hold
1,446
0.03% 188
2022
Q3
$384K Hold
1,446
0.06% 131
2022
Q2
$324K Buy
1,446
+111
+8% +$30.3K 0.05% 141
2022
Q1
$480K Buy
1,335
+1,035
+345% +$322K 0.07% 129
2021
Q4
$106K Hold
300
0.02% 184
2021
Q3
$78K Buy
+300
New +$70.6K 0.01% 194
2021
Q1
$67K Hold
300
0.01% 222
2020
Q4
$71K Hold
300
0.01% 205
2020
Q3
$43K Buy
+300
New +$35.4K 0.01% 251
2020
Q2
Sell
-150
Closed -$5K 423
2020
Q1
$5K Buy
+150
New +$6.22K ﹤0.01% 354
2016
Q3
Sell
-375
Closed -$5K 488
2016
Q2
$5K Hold
375
﹤0.01% 449
2016
Q1
$6K Buy
375
+210
+127% +$2.76K ﹤0.01% 431
2015
Q4
$3K Sell
165
-1,575
-91% -$23.6K ﹤0.01% 485
2015
Q3
$29K Buy
+1,740
New +$29.6K 0.01% 334

Other funds holding TSLA