Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$371K Sell
21,708
-3,150
-13% -$58.5K ﹤0.01% 495
2025
Q4
$504K Buy
24,858
+310
+1% +$6.73K ﹤0.01% 453
2025
Q3
$575K Hold
24,548
﹤0.01% 428
2025
Q2
$439K Hold
24,548
﹤0.01% 444
2025
Q1
$509K Sell
24,548
-15,013
-38% -$270K ﹤0.01% 409
2024
Q4
$468K Sell
39,561
-15,065
-28% -$186K ﹤0.01% 422
2024
Q3
$665K Buy
54,626
+15,013
+38% +$124K ﹤0.01% 375
2024
Q2
$290K Hold
39,613
﹤0.01% 493
2024
Q1
$304K Sell
39,613
-100
-0.3% -$969 ﹤0.01% 485
2023
Q4
$579K Hold
39,713
﹤0.01% 374
2023
Q3
$729K Buy
39,713
+21,548
+119% +$366K 0.01% 347
2023
Q2
$244K Buy
+18,165
New +$179K ﹤0.01% 357
2022
Q3
Sell
-8,165
Closed -$259K 436
2022
Q2
$259K Hold
8,165
﹤0.01% 368
2022
Q1
$225K Hold
8,165
﹤0.01% 385
2021
Q4
$411K Sell
8,165
-150
-2% -$6.76K ﹤0.01% 326
2021
Q3
$296K Hold
8,315
﹤0.01% 353
2021
Q2
$369K Buy
+8,315
New +$283K ﹤0.01% 341

Other funds holding XPEV