Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$295K Buy
15,497
+2,862
+23% +$55.3K ﹤0.01% 1797
2025
Q4
$207K Sell
12,635
-525
-4% -$9.24K ﹤0.01% 2012
2025
Q3
$247K Sell
13,160
-17,151
-57% -$308K ﹤0.01% 1892
2025
Q2
$612K Buy
30,311
+18,028
+147% +$312K ﹤0.01% 1389
2025
Q1
$169K Buy
12,283
+1,906
+18% +$26.2K ﹤0.01% 2100
2024
Q4
$123K Sell
10,377
-1,133
-10% -$17.8K ﹤0.01% 2290
2024
Q3
$206K Sell
11,510
-68,073
-86% -$1.24M ﹤0.01% 2024
2024
Q2
$1.4M Buy
79,583
+5,528
+7% +$114K ﹤0.01% 969
2024
Q1
$1.9M Sell
74,055
-4,658
-6% -$117K ﹤0.01% 862
2023
Q4
$2.05M Sell
78,713
-3,116
-4% -$71.1K ﹤0.01% 820
2023
Q3
$1.89M Buy
81,829
+2,586
+3% +$64.8K ﹤0.01% 822
2023
Q2
$1.86M Sell
79,243
-878
-1% -$14.9K ﹤0.01% 824
2023
Q1
$951K Buy
80,121
+174
+0.2% +$2.48K ﹤0.01% 1102
2022
Q4
$1.23M Sell
79,947
-12,109
-13% -$212K ﹤0.01% 973
2022
Q3
$1.75M Buy
92,056
+4,191
+5% +$83.2K ﹤0.01% 826
2022
Q2
$1.58M Sell
87,865
-8,051
-8% -$185K ﹤0.01% 900
2022
Q1
$2.89M Buy
95,916
+66,750
+229% +$2.08M ﹤0.01% 744
2021
Q4
$837K Buy
29,166
+18,903
+184% +$616K ﹤0.01% 1285
2021
Q3
$412K Buy
+10,263
New +$458K ﹤0.01% 1621
2020
Q2
Sell
-200
Closed -$4K 3895
2020
Q1
$4K Buy
+200
New +$6.76K ﹤0.01% 3338

Other funds holding XP