Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$219K Sell
19,171
-8,176
-30% -$97.5K ﹤0.01% 744
2025
Q4
$314K Sell
27,347
-6,245
-19% -$64.6K ﹤0.01% 638
2025
Q3
$302K Buy
33,592
+7,370
+28% +$62.9K ﹤0.01% 662
2025
Q2
$182K Sell
26,222
-4,746
-15% -$30.1K ﹤0.01% 802
2025
Q1
$174K Buy
30,968
+8,712
+39% +$52.7K ﹤0.01% 767
2024
Q4
$126K Sell
22,256
-20,957
-48% -$119K ﹤0.01% 842
2024
Q3
$276K Buy
43,213
+25,057
+138% +$157K ﹤0.01% 714
2024
Q2
$164K Buy
18,156
+11,337
+166% +$86.8K ﹤0.01% 784
2024
Q1
$61.4K Buy
6,819
+1,587
+30% +$12.7K ﹤0.01% 849
2023
Q4
$34K Buy
5,232
+2,062
+65% +$14K ﹤0.01% 1081
2023
Q3
$22K Sell
3,170
-41
-1% -$304 ﹤0.01% 1137
2023
Q2
$18K Sell
3,211
-9,138
-74% -$58.1K ﹤0.01% 1079
2023
Q1
$50K Buy
12,349
+4,920
+66% +$25K ﹤0.01% 1032
2022
Q4
$25K Buy
7,429
+3,584
+93% +$14.3K ﹤0.01% 1210
2022
Q3
$15K Buy
3,845
+2,569
+201% +$10.2K ﹤0.01% 1197
2022
Q2
$7K Buy
+1,276
New +$5.47K ﹤0.01% 1320

Other funds holding CX