Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-427
Closed -$3.8K 4201
2025
Q2
$3.8K Hold
427
﹤0.01% 3717
2025
Q1
$2.58K Sell
427
-11,923
-97% -$83.2K ﹤0.01% 3824
2024
Q4
$94.8K Sell
12,350
-6,139
-33% -$38.4K ﹤0.01% 2419
2024
Q3
$91.7K Sell
18,489
-30,751
-62% -$152K ﹤0.01% 2438
2024
Q2
$218K Sell
49,240
-11,090
-18% -$52.5K ﹤0.01% 1959
2024
Q1
$331K Sell
60,330
-2,028
-3% -$11.1K ﹤0.01% 1746
2023
Q4
$357K Sell
62,358
-2,399
-4% -$13.2K ﹤0.01% 1691
2023
Q3
$392K Buy
64,757
+10,536
+19% +$68.8K ﹤0.01% 1492
2023
Q2
$350K Sell
54,221
-2,502
-4% -$18K ﹤0.01% 1589
2023
Q1
$463K Buy
56,723
+10,496
+23% +$80.8K ﹤0.01% 1440
2022
Q4
$289K Buy
46,227
+39,492
+586% +$298K ﹤0.01% 1664
2022
Q3
$54K Sell
6,735
-608
-8% -$5.82K ﹤0.01% 2492
2022
Q2
$73K Sell
7,343
-33
-0.4% -$359 ﹤0.01% 2392
2022
Q1
$98K Sell
7,376
-87
-1% -$1.35K ﹤0.01% 2285
2021
Q4
$156K Sell
7,463
-2,233
-23% -$58.1K ﹤0.01% 2076
2021
Q3
$292K Sell
9,696
-293
-3% -$10.5K ﹤0.01% 1790
2021
Q2
$374K Buy
9,989
+23
+0.2% +$730 ﹤0.01% 1694
2021
Q1
$263K Buy
+9,966
New +$299K ﹤0.01% 1802

Other funds holding OLO