Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$270K Hold
14,200
﹤0.01% 1240
2025
Q4
$232K Hold
14,200
﹤0.01% 1208
2025
Q3
$267K Buy
+14,200
New +$255K ﹤0.01% 1078
2025
Q1
$157K Sell
11,444
-15,750
-58% -$217K ﹤0.01% 1114
2024
Q4
$322K Sell
27,194
-2,886
-10% -$45.4K ﹤0.01% 1098
2024
Q3
$540K Buy
30,080
+5,159
+21% +$94K ﹤0.01% 935
2024
Q2
$438K Buy
24,921
+2,038
+9% +$42.1K ﹤0.01% 852
2024
Q1
$482K Buy
22,883
+12,257
+115% +$307K 0.01% 678
2023
Q4
$277K Sell
10,626
-240
-2% -$5.48K 0.01% 673
2023
Q3
$250K Buy
10,866
+9,986
+1,135% +$250K 0.01% 534
2023
Q2
$20.6K Sell
880
-231
-21% -$3.92K ﹤0.01% 591
2023
Q1
$13.2K Hold
1,111
﹤0.01% 578
2022
Q4
$17K Sell
1,111
-54
-5% -$944 ﹤0.01% 594
2022
Q3
$22K Hold
1,165
﹤0.01% 568
2022
Q2
$21K Hold
1,165
﹤0.01% 570
2022
Q1
$35K Hold
1,165
﹤0.01% 563
2021
Q4
$33K Buy
1,165
+285
+32% +$9.28K ﹤0.01% 575
2021
Q3
$35K Hold
880
﹤0.01% 531
2021
Q2
$38K Hold
880
﹤0.01% 522
2021
Q1
$33K Hold
880
﹤0.01% 485
2020
Q4
$35K Hold
880
﹤0.01% 422
2020
Q3
$37K Hold
880
﹤0.01% 381
2020
Q2
$37K Hold
880
﹤0.01% 344
2020
Q1
$17K Hold
880
﹤0.01% 390
2019
Q4
$34K Buy
+880
New +$33K ﹤0.01% 332

Other funds holding XP