Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.15M Sell
161,891
-316,597
-66% -$4.9M 0.01% 1407
2025
Q4
$9.27M Sell
478,488
-154,962
-24% -$3.22M 0.03% 710
2025
Q3
$13.9M Buy
633,450
+608,280
+2,417% +$10.2M 0.05% 398
2025
Q2
$397K Sell
25,170
-76,729
-75% -$1.07M ﹤0.01% 2833
2025
Q1
$1.21M Buy
101,899
+99,410
+3,994% +$1.29M 0.01% 1816
2024
Q4
$32.1K Sell
2,489
-191,528
-99% -$2.84M ﹤0.01% 4439
2024
Q3
$2.47M Buy
194,017
+86,079
+80% +$1.03M 0.01% 1749
2024
Q2
$1.52M Sell
107,938
-1,146,072
-91% -$18.6M ﹤0.01% 2388
2024
Q1
$24.3M Buy
1,254,010
+679,273
+118% +$10.4M 0.04% 330
2023
Q4
$8.62M Buy
+574,737
New +$6.69M 0.02% 750
2023
Q2
Sell
-1,338,798
Closed -$12.9M 4639
2023
Q1
$12.4M Buy
+1,338,798
New +$16.2M 0.19% 108
2022
Q3
Sell
-115,437
Closed -$1.78M 3404
2022
Q2
$1.53M Buy
115,437
+24,435
+27% +$570K 0.04% 450
2022
Q1
$3.49M Buy
91,002
+60,180
+195% +$2.36M 0.09% 225
2021
Q4
$1.32M Buy
30,822
+9,200
+43% +$430K 0.04% 452
2021
Q3
$1.16K Sell
21,622
-16,669
-44% -$884K 0.03% 386
2021
Q2
$2.32K Buy
38,291
+33,108
+639% +$1.9M 0.08% 213
2021
Q1
$327 Sell
5,183
-1,448
-22% -$80.8K 0.02% 721
2020
Q4
$326 Buy
+6,631
New +$241K 0.02% 603
2020
Q2
Sell
-65,626
Closed -$1.76M 821
2020
Q1
$1.76M Buy
65,626
+41,763
+175% +$1.66M 0.39% 57
2019
Q4
$1.03M Buy
+23,863
New +$1.05M 0.07% 402

Other funds holding LYFT