Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$8.72M Buy
177,885
+6,503
+4% +$302K 0.1% 126
2025
Q4
$7.47M Sell
171,382
-2,633
-2% -$120K 0.1% 128
2025
Q3
$7.83M Buy
174,015
+16,000
+10% +$703K 0.17% 108
2025
Q2
$6.86M Sell
158,015
-182
-0.1% -$8.1K 0.16% 118
2025
Q1
$7.29M Hold
158,197
0.19% 111
2024
Q4
$5.95M Sell
158,197
-15,280
-9% -$593K 0.15% 118
2024
Q3
$7.03M Buy
173,477
+6,821
+4% +$256K 0.19% 110
2024
Q2
$5.77M Buy
166,656
+7,941
+5% +$293K 0.17% 117
2024
Q1
$5.96M Buy
+158,715
New +$5.67M 0.19% 121

Other funds holding EXC