Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$455K Sell
3,623
-353
-9% -$53.1K 0.01% 507
2025
Q4
$583K Hold
3,976
0.02% 457
2025
Q3
$711K Hold
3,976
0.02% 425
2025
Q2
$451K Sell
3,976
-75
-2% -$8.88K 0.01% 492
2025
Q1
$536K Buy
4,051
+75
+2% +$8.65K 0.02% 420
2024
Q4
$337K Hold
3,976
0.01% 503
2024
Q3
$422K Sell
3,976
-84
-2% -$6.87K 0.01% 464
2024
Q2
$292K Hold
4,060
0.01% 504
2024
Q1
$294K Buy
4,060
+207
+5% +$15.2K 0.01% 502
2023
Q4
$299K Sell
3,853
-207
-5% -$16.5K 0.02% 319
2023
Q3
$352K Buy
+4,060
New +$372K 0.02% 452
2022
Q3
Sell
-3,136
Closed -$357K 377
2022
Q2
$357K Sell
3,136
-1,209
-28% -$119K 0.02% 447
2022
Q1
$473K Sell
4,345
-482
-10% -$55.5K 0.02% 429
2021
Q4
$573K Sell
4,827
-1,429
-23% -$208K 0.02% 400
2021
Q3
$926K Sell
6,256
-4,813
-43% -$876K 0.04% 304
2021
Q2
$2.51M Sell
11,069
-1,879
-15% -$417K 0.09% 187
2021
Q1
$2.94M Buy
+12,948
New +$3.18M 0.12% 163
2020
Q3
$11.2M Sell
38,129
-1,696
-4% -$447K 0.52% 54
2020
Q2
$8.59M Buy
39,825
+1,823
+5% +$380K 0.42% 64
2020
Q1
$7.39M Sell
38,002
-7,678
-17% -$1.6M 0.43% 65
2019
Q4
$9.69M Buy
45,680
+633
+1% +$119K 0.44% 61
2019
Q3
$7.53M Buy
45,047
+2,325
+5% +$400K 0.37% 70
2019
Q2
$7.24M Buy
42,722
+1,543
+4% +$266K 0.35% 77
2019
Q1
$7.51M Sell
41,179
-2,081
-5% -$350K 0.38% 72
2018
Q4
$5.93M Buy
43,260
+1,938
+5% +$287K 0.35% 73
2018
Q3
$6.81M Sell
41,322
-18,045
-30% -$3.19M 0.34% 79
2018
Q2
$11M Buy
59,367
+1,310
+2% +$250K 0.57% 50
2018
Q1
$10.7M Buy
58,057
+19,697
+51% +$3.71M 0.54% 54
2017
Q4
$6.62M Sell
38,360
-24,828
-39% -$4.45M 0.45% 62
2017
Q3
$10.9M Buy
63,188
+1,215
+2% +$197K 0.57% 53
2017
Q2
$8.73M Sell
61,973
-20,092
-24% -$2.48M 0.48% 58
2017
Q1
$8.85M Buy
+82,065
New +$8.35M 0.49% 59

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