Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$110K Sell
5,759
-1
-0% -$19 ﹤0.01% 1304
2025
Q4
$94.3K Buy
5,760
+61
+1% +$1.07K ﹤0.01% 1347
2025
Q3
$107K Buy
5,699
+2
+0% +$36 ﹤0.01% 1260
2025
Q2
$115K Sell
5,697
-539
-9% -$9.31K ﹤0.01% 1180
2025
Q1
$85.7K Buy
6,236
+910
+17% +$12.5K ﹤0.01% 1293
2024
Q4
$63.1K Sell
5,326
-2,370
-31% -$37.3K ﹤0.01% 1452
2024
Q3
$138K Buy
7,696
+1,005
+15% +$18.3K ﹤0.01% 1046
2024
Q2
$118K Sell
6,691
-299
-4% -$6.18K ﹤0.01% 1091
2024
Q1
$179K Buy
6,990
+770
+12% +$19.3K ﹤0.01% 873
2023
Q4
$162K Buy
6,220
+197
+3% +$4.5K ﹤0.01% 888
2023
Q3
$139K Buy
6,023
+476
+9% +$11.9K ﹤0.01% 888
2023
Q2
$130K Buy
5,547
+2,853
+106% +$48.4K ﹤0.01% 929
2023
Q1
$32K Buy
2,694
+1,390
+107% +$19.8K ﹤0.01% 1619
2022
Q4
$20K Sell
1,304
-629
-33% -$11K ﹤0.01% 1808
2022
Q3
$37K Buy
1,933
+808
+72% +$16K ﹤0.01% 1438
2022
Q2
$20K Buy
1,125
+613
+120% +$14.1K ﹤0.01% 1788
2022
Q1
$15K Buy
512
+448
+700% +$14K ﹤0.01% 1987
2021
Q4
$2K Buy
+64
New +$2.08K ﹤0.01% 2811

Other funds holding XP