MAI Capital Management’s XP XP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.22K	Buy	+308	New	+$6.22K	﹤0.01%	2776
2025 Q1	–	Sell	-210	Closed	-$2.49K	–	3415
2024 Q4	$2.49K	Buy	+210	New	+$2.49K	﹤0.01%	2810