Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $579K | Buy |
30,411
+4,080
| +15% | +$78.8K | ﹤0.01% | 4073 |
|
|
2025
Q4 | $431K | Buy |
26,331
+6,273
| +31% | +$110K | ﹤0.01% | 4599 |
|
|
2025
Q3 | $377K | Buy |
20,058
+3,086
| +18% | +$55.3K | ﹤0.01% | 4505 |
|
|
2025
Q2 | $343K | Buy |
16,972
+4,753
| +39% | +$82.1K | ﹤0.01% | 4408 |
|
|
2025
Q1 | $168K | Buy |
12,219
+1,539
| +14% | +$21.2K | ﹤0.01% | 4817 |
|
|
2024
Q4 | $127K | Sell |
10,680
-9,676
| -48% | -$152K | ﹤0.01% | 5067 |
|
|
2024
Q3 | $365K | Sell |
20,356
-8,775
| -30% | -$160K | ﹤0.01% | 4191 |
|
|
2024
Q2 | $512K | Buy |
29,131
+575
| +2% | +$11.9K | ﹤0.01% | 3894 |
|
|
2024
Q1 | $733K | Sell |
28,556
-23,595
| -45% | -$592K | ﹤0.01% | 3638 |
|
|
2023
Q4 | $1.36M | Buy |
52,151
+28,649
| +122% | +$654K | ﹤0.01% | 3211 |
|
|
2023
Q3 | $542K | Sell |
23,502
-9,277
| -28% | -$233K | ﹤0.01% | 3723 |
|
|
2023
Q2 | $769K | Buy |
32,779
+17,866
| +120% | +$303K | ﹤0.01% | 3637 |
|
|
2023
Q1 | $177K | Buy |
14,913
+1,554
| +12% | +$22.1K | ﹤0.01% | 4510 |
|
|
2022
Q4 | $205K | Sell |
13,359
-2,126
| -14% | -$37.2K | ﹤0.01% | 4162 |
|
|
2022
Q3 | $295K | Sell |
15,485
-16,853
| -52% | -$335K | ﹤0.01% | 4021 |
|
|
2022
Q2 | $580K | Sell |
32,338
-3,745
| -10% | -$86.2K | ﹤0.01% | 3653 |
|
|
2022
Q1 | $1.09M | Buy |
36,083
+2,933
| +9% | +$91.5K | ﹤0.01% | 3814 |
|
|
2021
Q4 | $953K | Sell |
33,150
-10,102
| -23% | -$329K | ﹤0.01% | 4154 |
|
|
2021
Q3 | $1.74M | Sell |
43,252
-9,973
| -19% | -$445K | ﹤0.01% | 3784 |
|
|
2021
Q2 | $2.32M | Sell |
53,225
-12,205
| -19% | -$505K | ﹤0.01% | 3555 |
|
|
2021
Q1 | $2.46M | Sell |
65,430
-16,194
| -20% | -$691K | ﹤0.01% | 3509 |
|
|
2020
Q4 | $3.24M | Buy |
81,624
+35,101
| +75% | +$1.43M | ﹤0.01% | 3121 |
|
|
2020
Q3 | $1.94M | Buy |
46,523
+1,113
| +2% | +$50.8K | ﹤0.01% | 3337 |
|
|
2020
Q2 | $1.91M | Buy |
45,410
+7,773
| +21% | +$238K | ﹤0.01% | 3293 |
|
|
2020
Q1 | $727K | Sell |
37,637
-13,386
| -26% | -$452K | ﹤0.01% | 3748 |
|
|
2019
Q4 | $1.97M | Buy |
+51,023
| New | +$1.92M | ﹤0.01% | 3360 |
|
Other funds holding XP
AIM
GA
