Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$513K Buy
30,000
+22,000
+275% +$408K ﹤0.01% 803
2025
Q4
$162K Buy
+8,000
New +$174K ﹤0.01% 890
2023
Q1
Sell
-205,447
Closed -$2.04M 1131
2022
Q4
$2.04M Hold
205,447
﹤0.01% 584
2022
Q3
$2.46M Buy
205,447
+69,879
+52% +$1.5M ﹤0.01% 540
2022
Q2
$4.3M Sell
135,568
-433,500
-76% -$11.1M 0.01% 476
2022
Q1
$15.7M Buy
569,068
+260,068
+84% +$9.23M 0.02% 292
2021
Q4
$15.1M Buy
309,000
+82,000
+36% +$3.7M 0.02% 306
2021
Q3
$8.07M Sell
227,000
-40,000
-15% -$1.59M 0.01% 409
2021
Q2
$11.9M Sell
267,000
-116,586
-30% -$3.97M 0.02% 356
2021
Q1
$14M Buy
+383,586
New +$15.9M 0.03% 290

Other funds holding XPEV