Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$886M Sell
46,513,148
-215,993
-0.5% -$4.17M 0.02% 749
2025
Q4
$765M Buy
46,729,141
+1,858,288
+4% +$32.7M 0.01% 821
2025
Q3
$843M Sell
44,870,853
-1,972,230
-4% -$35.4M 0.01% 760
2025
Q2
$946M Buy
46,843,083
+5,777,870
+14% +$99.8M 0.02% 668
2025
Q1
$565M Sell
41,065,213
-4,113,794
-9% -$56.6M 0.01% 957
2024
Q4
$535M Buy
45,179,007
+1,708,873
+4% +$26.9M 0.01% 1033
2024
Q3
$780M Buy
43,470,134
+25,564,368
+143% +$466M 0.02% 772
2024
Q2
$315M Buy
17,905,766
+4,095,600
+30% +$84.6M 0.01% 1315
2024
Q1
$354M Sell
13,810,166
-4,280,144
-24% -$107M 0.01% 1263
2023
Q4
$472M Buy
18,090,310
+3,514,562
+24% +$80.2M 0.01% 1059
2023
Q3
$336M Buy
14,575,748
+1,760,764
+14% +$44.1M 0.01% 1189
2023
Q2
$301M Buy
12,814,984
+10,597,959
+478% +$180M 0.01% 1296
2023
Q1
$26.3M Buy
2,217,025
+541,270
+32% +$7.71M ﹤0.01% 2830
2022
Q4
$25.7M Buy
1,675,755
+445,901
+36% +$7.8M ﹤0.01% 2894
2022
Q3
$23.4M Buy
1,229,854
+508,310
+70% +$10.1M ﹤0.01% 2952
2022
Q2
$13M Sell
721,544
-65,902
-8% -$1.52M ﹤0.01% 3363
2022
Q1
$23.7M Buy
787,446
+33,549
+4% +$1.05M ﹤0.01% 3066
2021
Q4
$21.7M Buy
753,897
+387,703
+106% +$12.6M ﹤0.01% 3223
2021
Q3
$14.7M Sell
366,194
-26,242
-7% -$1.17M ﹤0.01% 3483
2021
Q2
$17.1M Buy
392,436
+292,832
+294% +$12.1M ﹤0.01% 3396
2021
Q1
$3.75M Sell
99,604
-969,901
-91% -$41.4M ﹤0.01% 4073
2020
Q4
$42.4M Buy
1,069,505
+439,830
+70% +$18M ﹤0.01% 2576
2020
Q3
$26.3M Sell
629,675
-685,145
-52% -$31.3M ﹤0.01% 2708
2020
Q2
$55.2M Sell
1,314,820
-850,429
-39% -$26.1M ﹤0.01% 2192
2020
Q1
$41.8M Buy
2,165,249
+725,642
+50% +$24.5M ﹤0.01% 2169
2019
Q4
$55.5M Buy
+1,439,607
New +$54M ﹤0.01% 2301

Other funds holding XP