Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$328K Sell
17,220
-452,328
-96% -$8.74M ﹤0.01% 4423
2025
Q4
$7.69M Buy
469,548
+76,118
+19% +$1.34M ﹤0.01% 2128
2025
Q3
$7.39M Buy
393,430
+380,653
+2,979% +$6.83M ﹤0.01% 2359
2025
Q2
$259K Sell
12,777
-15,119
-54% -$261K ﹤0.01% 4971
2025
Q1
$384K Sell
27,896
-20,770
-43% -$286K ﹤0.01% 4186
2024
Q4
$576K Sell
48,666
-30,155
-38% -$475K ﹤0.01% 3969
2024
Q3
$1.41M Sell
78,821
-63,048
-44% -$1.15M ﹤0.01% 3260
2024
Q2
$2.5M Sell
141,869
-7,137
-5% -$147K ﹤0.01% 2739
2024
Q1
$3.82M Buy
149,006
+32,885
+28% +$825K ﹤0.01% 2394
2023
Q4
$3.03M Sell
116,121
-9,856
-8% -$225K ﹤0.01% 2690
2023
Q3
$2.9M Sell
125,977
-27,360
-18% -$686K ﹤0.01% 2533
2023
Q2
$3.6M Buy
153,337
+9,265
+6% +$157K ﹤0.01% 2352
2023
Q1
$1.71M Buy
144,072
+8,557
+6% +$122K ﹤0.01% 2920
2022
Q4
$2.08M Buy
135,515
+557
+0.4% +$9.74K ﹤0.01% 2870
2022
Q3
$2.57M Sell
134,958
-2,776
-2% -$55.1K ﹤0.01% 2627
2022
Q2
$2.47M Buy
137,734
+9,856
+8% +$227K ﹤0.01% 2688
2022
Q1
$3.85M Buy
127,878
+65,855
+106% +$2.05M ﹤0.01% 2472
2021
Q4
$1.78M Buy
62,023
+61,306
+8,550% +$2M ﹤0.01% 3264
2021
Q3
$29K Buy
717
+5
+0.7% +$223 ﹤0.01% 6489
2021
Q2
$31K Sell
712
-91
-11% -$3.76K ﹤0.01% 6328
2021
Q1
$31K Sell
803
-67
-8% -$2.86K ﹤0.01% 6188
2020
Q4
$35K Buy
+870
New +$35.5K ﹤0.01% 5809
2020
Q2
Sell
-200
Closed -$4K 6950
2020
Q1
$4K Buy
+200
New +$6.76K ﹤0.01% 6129

Other funds holding XP