Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-85,056
Closed -$128K 1353
2025
Q3
$128K Buy
+85,056
New +$120K 0.01% 891
2024
Q4
Sell
-15,492
Closed -$27.4K 1772
2024
Q3
$27.4K Sell
15,492
-92,058
-86% -$225K ﹤0.01% 2025
2024
Q2
$340K Buy
107,550
+50,774
+89% +$252K 0.02% 1401
2024
Q1
$430K Buy
56,776
+4,650
+9% +$42.6K 0.02% 1067
2023
Q4
$592K Buy
52,126
+1,988
+4% +$18.9K 0.04% 874
2023
Q3
$447K Buy
50,138
+37,279
+290% +$363K 0.02% 1002
2023
Q2
$114K Buy
+12,859
New +$156K 0.01% 1437
2022
Q4
Sell
-23,520
Closed -$496K 1399
2022
Q3
$496K Buy
+23,520
New +$487K 0.04% 885
2022
Q1
Sell
-38,342
Closed -$1.18M 1648
2021
Q4
$1.18M Buy
38,342
+16,116
+73% +$654K 0.08% 556
2021
Q3
$1.51M Buy
22,226
+5,415
+32% +$441K 0.12% 202
2021
Q2
$1.4M Buy
+16,811
New +$1.39M 0.11% 439
2021
Q1
Sell
-2,717
Closed -$245K 1176
2020
Q4
$245K Sell
2,717
-5,466
-67% -$434K 0.03% 713
2020
Q3
$585K Sell
8,183
-5,053
-38% -$372K 0.09% 289
2020
Q2
$890K Sell
13,236
-12,156
-48% -$650K 0.2% 196
2020
Q1
$909K Buy
25,392
+17,523
+223% +$684K 0.14% 215
2019
Q4
$298K Sell
7,869
-14,379
-65% -$503K 0.05% 563
2019
Q3
$666K Buy
+22,248
New +$882K 0.14% 263

Other funds holding CHGG