Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$16.1M Buy
845,120
+250,375
+42% +$4.84M ﹤0.01% 1571
2025
Q4
$9.74M Buy
594,745
+232,820
+64% +$4.1M ﹤0.01% 1860
2025
Q3
$6.8M Buy
361,925
+8,450
+2% +$152K ﹤0.01% 2066
2025
Q2
$7.14M Sell
353,475
-40,366
-10% -$697K ﹤0.01% 1989
2025
Q1
$5.42M Buy
393,841
+69,759
+22% +$960K ﹤0.01% 2108
2024
Q4
$3.84M Sell
324,082
-40,356
-11% -$635K ﹤0.01% 2376
2024
Q3
$6.54M Sell
364,438
-1,062,906
-74% -$19.4M ﹤0.01% 2067
2024
Q2
$25.1M Buy
1,427,344
+1,198,618
+524% +$24.8M 0.01% 1323
2024
Q1
$5.87M Sell
228,726
-738,139
-76% -$18.5M ﹤0.01% 2123
2023
Q4
$25.2M Buy
966,865
+438,210
+83% +$10M 0.01% 1295
2023
Q3
$12.2M Buy
528,655
+57,721
+12% +$1.45M ﹤0.01% 1626
2023
Q2
$11M Buy
470,934
+182,350
+63% +$3.09M ﹤0.01% 1747
2023
Q1
$3.43M Buy
288,584
+148,946
+107% +$2.12M ﹤0.01% 2403
2022
Q4
$2.14M Buy
139,638
+91,703
+191% +$1.6M ﹤0.01% 2619
2022
Q3
$911K Sell
47,935
-2,750
-5% -$54.6K ﹤0.01% 2963
2022
Q2
$911K Buy
50,685
+9,574
+23% +$220K ﹤0.01% 3024
2022
Q1
$1.24M Sell
41,111
-1,268
-3% -$39.5K ﹤0.01% 2980
2021
Q4
$1.22M Buy
42,379
+27,452
+184% +$894K ﹤0.01% 2984
2021
Q3
$600K Buy
14,927
+310
+2% +$13.8K ﹤0.01% 3346
2021
Q2
$637K Sell
14,617
-312
-2% -$12.9K ﹤0.01% 3306
2021
Q1
$562K Buy
+14,929
New +$637K ﹤0.01% 3300

Other funds holding XP