Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$76.5K Sell
14,512
-11,301
-44% -$55.1K ﹤0.01% 1432
2025
Q1
$125K Buy
25,813
+14,926
+137% +$112K ﹤0.01% 1563
2024
Q4
$91.8K Buy
+10,887
New +$100K ﹤0.01% 1223
2021
Q2
Sell
-17,917
Closed -$435K 992
2021
Q1
$435K Sell
17,917
-12,789
-42% -$306K ﹤0.01% 869
2020
Q4
$712K Buy
30,706
+9,151
+42% +$194K ﹤0.01% 623
2020
Q3
$405K Sell
21,555
-12,746
-37% -$223K ﹤0.01% 562
2020
Q2
$524K Buy
34,301
+2,098
+7% +$36.2K 0.01% 545
2020
Q1
$610K Sell
32,203
-303,033
-90% -$9.63M 0.01% 515
2019
Q4
$12.4M Buy
335,236
+290,815
+655% +$10.2M 0.09% 231
2019
Q3
$1.33M Sell
44,421
-12,418
-22% -$389K 0.01% 574
2019
Q2
$2.01M Buy
56,839
+8,394
+17% +$280K 0.02% 574
2019
Q1
$1.55M Sell
48,445
-1,420
-3% -$40K 0.02% 540
2018
Q4
$985K Buy
49,865
+2,786
+6% +$71.5K 0.01% 553
2018
Q3
$1.27M Buy
47,079
+8,380
+22% +$222K 0.01% 589
2018
Q2
$929K Sell
38,699
-240,047
-86% -$6.79M 0.01% 659
2018
Q1
$8.02M Sell
278,746
-11,974
-4% -$368K 0.11% 213
2017
Q4
$8.47M Sell
290,720
-60,325
-17% -$1.83M 0.07% 237
2017
Q3
$11.7M Sell
351,045
-184,618
-34% -$5.81M 0.13% 158
2017
Q2
$15.4M Buy
535,663
+139,983
+35% +$3.96M 0.19% 155
2017
Q1
$11.6M Buy
395,680
+220,012
+125% +$6.35M 0.11% 167
2016
Q4
$4.04M Buy
+175,668
New +$4.37M 0.04% 229

Other funds holding XRX