Telemark Asset Management’s XPO XPO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-216,855	Closed	-$8.94M	–	74
2020 Q4	$8.94M	Buy	216,855 +14,457	+7%	+$596K	0.93%	44
2020 Q3	$5.93M	Buy	+202,398	New	+$5.93M	0.72%	44