Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-230,043
Closed -$2.75M 1034
2022
Q3
$2.75M Buy
230,043
+12,600
+6% +$271K 0.02% 666
2022
Q2
$6.9M Buy
217,443
+36,100
+20% +$928K 0.04% 516
2022
Q1
$5M Buy
181,343
+1,600
+0.9% +$56.8K 0.03% 596
2021
Q4
$9.05M Buy
179,743
+40,881
+29% +$1.84M 0.04% 427
2021
Q3
$4.93M Buy
138,862
+42,130
+44% +$1.67M 0.02% 584
2021
Q2
$4.3M Buy
96,732
+42,900
+80% +$1.46M 0.02% 634
2021
Q1
$1.97M Sell
53,832
-1,400
-3% -$58.2K 0.01% 699
2020
Q4
$2.37M Buy
55,232
+20,212
+58% +$742K 0.01% 649
2020
Q3
$703K Buy
+35,020
New +$685K ﹤0.01% 870

Other funds holding XPEV