Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$18.3M Buy
3,721,185
+535,485
+17% +$2.93M ﹤0.01% 1142
2025
Q4
$17.9M Sell
3,185,700
-102,961
-3% -$553K ﹤0.01% 1307
2025
Q3
$15.5M Buy
3,288,661
+1,191,790
+57% +$4.16M ﹤0.01% 1369
2025
Q2
$6.27M Buy
2,096,871
+1,051,140
+101% +$3.02M ﹤0.01% 1923
2025
Q1
$3.06M Buy
1,045,731
+979,007
+1,467% +$4.3M ﹤0.01% 2305
2024
Q4
$347K Buy
66,724
+6,507
+11% +$23.5K ﹤0.01% 4038
2024
Q3
$182K Buy
60,217
+45,728
+316% +$149K ﹤0.01% 4346
2024
Q2
$44.8K Sell
14,489
-14,063
-49% -$38.2K ﹤0.01% 4245
2024
Q1
$82.8K Sell
28,552
-27,510
-49% -$75.6K ﹤0.01% 4501
2023
Q4
$157K Buy
56,062
+48,837
+676% +$147K ﹤0.01% 4510
2023
Q3
$23.9K Sell
7,225
-862
-11% -$3.3K ﹤0.01% 4135
2023
Q2
$32.8K Sell
8,087
-10,825
-57% -$47.8K ﹤0.01% 4008
2023
Q1
$76.4K Buy
+18,912
New +$76.3K ﹤0.01% 4306
2022
Q2
Sell
-3,678
Closed -$7K 5041
2022
Q1
$7K Sell
3,678
-22,322
-86% -$56.2K ﹤0.01% 4651
2021
Q4
$100K Buy
26,000
+17,388
+202% +$94K ﹤0.01% 3729
2021
Q3
$61K Buy
8,612
+6,028
+233% +$74.1K ﹤0.01% 4064
2021
Q2
$35K Sell
2,584
-14,445
-85% -$173K ﹤0.01% 4297
2021
Q1
$164K Buy
17,029
+10,453
+159% +$112K ﹤0.01% 3799
2020
Q4
$70K Sell
6,576
-2,602
-28% -$26.1K ﹤0.01% 4272
2020
Q3
$92K Sell
9,178
-3,977
-30% -$40.5K ﹤0.01% 4297
2020
Q2
$134K Buy
13,155
+6,573
+100% +$73.4K ﹤0.01% 4343
2020
Q1
$77K Sell
6,582
-6,830
-51% -$66.5K ﹤0.01% 4961
2019
Q4
$148K Buy
13,412
+6,446
+93% +$74.3K ﹤0.01% 5243
2019
Q3
$86K Sell
6,966
-20,272
-74% -$242K ﹤0.01% 5585
2019
Q2
$306K Sell
27,238
-23,578
-46% -$240K ﹤0.01% 4748
2019
Q1
$492K Buy
50,816
+9,659
+23% +$96.4K ﹤0.01% 4140
2018
Q4
$424K Buy
41,157
+21,972
+115% +$232K ﹤0.01% 3950
2018
Q3
$213K Sell
19,185
-11,907
-38% -$145K ﹤0.01% 4950
2018
Q2
$407K Buy
31,092
+26,622
+596% +$346K ﹤0.01% 4138
2018
Q1
$60K Buy
4,470
+1,064
+31% +$15K ﹤0.01% 5767
2017
Q4
$48K Buy
3,406
+2,922
+604% +$38.5K ﹤0.01% 5779
2017
Q3
$6K Sell
484
-3,462
-88% -$42.1K ﹤0.01% 6328
2017
Q2
$53K Sell
3,946
-25,540
-87% -$378K ﹤0.01% 5323
2017
Q1
$444K Buy
29,486
+29,469
+173,347% +$412K ﹤0.01% 3518
2016
Q4
$0 Buy
+17
New +$153 ﹤0.01% 6615
2016
Q2
Sell
-4,398
Closed -$22K 6341
2016
Q1
$22K Buy
+4,398
New +$22.7K ﹤0.01% 5168
2015
Q4
Sell
-3,300
Closed -$23K 6027
2015
Q3
$23K Buy
3,300
+400
+14% +$3.29K ﹤0.01% 5389
2015
Q2
$23K Sell
2,900
-700
-19% -$6.09K ﹤0.01% 5593
2015
Q1
$36K Hold
3,600
﹤0.01% 5493
2014
Q4
$40K Sell
3,600
-750
-17% -$7.82K ﹤0.01% 5876
2014
Q3
$44K Buy
4,350
+2,100
+93% +$21.6K ﹤0.01% 5973
2014
Q2
$18K Sell
2,250
-1,000
-31% -$7.57K ﹤0.01% 6558
2014
Q1
$23K Buy
+3,250
New +$24.1K ﹤0.01% 6516
2013
Q3
Sell
-12,763
Closed -$59K 7418
2013
Q2
$59K Buy
+12,763
New +$72.9K ﹤0.01% 6191

Other funds holding CDZI