Reported $1.5M–$6M in purchases of INTC and UBER Using disclosed-range midpoints, purchases total about $3.8M; the largest purchase was INTC at about $3M; INTC has fallen 4.2% since the trade; AI & Compute Infrastructure represented 80.0% of purchases.
Insiders sold a net $172.5M over 30 days Intrator Michael N sold 83.1K CRWV shares for $9.7M at $116.84; shares have fallen 23.9% since the trade.
Sold BAC; estimated cash-out $383.6M BAC weight fell from 16.1% to 4.6%; Using the previous quarter average of $52.86 as a benchmark, the sale implies an estimated loss of $9.4M (-2.4%) over at least 3 months; portfolio weight in AI & Compute Infrastructure rose 23.3 percentage points while Funds & Listed Vehicles fell 1.9 percentage points.
Net selling reached $53.8M over seven days Cathie Wood (ARK Invest) led the move, concentrated in NTRA, ILMN, TWST, TXG; selling ran at about 3.5x the prior 23-day average.