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by tigger0jk 2011 days ago
Very cool! The weight rankings over time and performance views you have are awesome. I actually just started git-scraping [1] Ark's EOD holdings a few weeks ago [2] (although I'm not scraping trades out of emails since I couldn't find a trivial way to integrate them into my scraper)

I wanted to be able to justify to a friend that despite 10% of their entire portfolio oftentimes being TSLA they ARE selling shares as it goes up so it's not their ONLY holding :D

[1] Git Scraping Article that inspired me https://simonwillison.net/2020/Oct/9/git-scraping/

[2] My ark holdings scraper (and the data) https://github.com/tigger0jk/ark-invest-scraper

1 comments

They are profit taking, for sure.
More accurately they are selling because they cannot hold (by mandate) too much weight into a single asset. So if they really like an asset they will take their maximum position and sell as it goes up even though they would like to hold on to it.