Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-851
Closed -$6K 2514
2023
Q4
$6K Hold
851
﹤0.01% 2630
2023
Q3
$5K Sell
851
-1,901
-69% -$14.1K ﹤0.01% 2820
2023
Q2
$19K Buy
2,752
+2,298
+506% +$14.6K ﹤0.01% 1872
2023
Q1
$2K Sell
454
-1,168
-72% -$5.94K ﹤0.01% 3113
2022
Q4
$6K Sell
1,622
-1,799
-53% -$7.19K ﹤0.01% 3023
2022
Q3
$11K Buy
+3,421
New +$13.5K ﹤0.01% 3058
2022
Q2
Sell
-24,865
Closed -$107K 5076
2022
Q1
$131K Buy
24,865
+23,152
+1,352% +$131K 0.01% 1502
2021
Q4
$11K Sell
1,713
-22,169
-93% -$144K ﹤0.01% 3606
2021
Q3
$171K Buy
23,882
+20,182
+545% +$159K 0.01% 1478
2021
Q2
$31K Sell
3,700
-4,336
-54% -$34.5K ﹤0.01% 2892
2021
Q1
$56K Buy
+8,036
New +$52K ﹤0.01% 2265
2020
Q4
Sell
-1,395
Closed -$6.4K 4908
2020
Q3
$5K Hold
1,395
﹤0.01% 3470
2020
Q2
$4K Sell
1,395
-12,700
-90% -$29.8K ﹤0.01% 3430
2020
Q1
$29K Buy
+14,095
New +$47.6K ﹤0.01% 2071
2019
Q4
Sell
-70,154
Closed -$267K 4066
2019
Q3
$275K Buy
70,154
+13,432
+24% +$49.2K 0.03% 559
2019
Q2
$240K Buy
56,722
+27,506
+94% +$123K 0.02% 612
2019
Q1
$135K Buy
29,216
+4,500
+18% +$22.5K 0.01% 844
2018
Q4
$119K Buy
24,716
+16,700
+208% +$89.1K 0.01% 927
2018
Q3
$56K Buy
8,016
+7,600
+1,827% +$53.3K ﹤0.01% 1530
2018
Q2
$2K Sell
416
-132,300
-100% -$837K ﹤0.01% 3539
2018
Q1
$878K Buy
132,716
+125,684
+1,787% +$941K 0.08% 253
2017
Q4
$52K Buy
7,032
+3,464
+97% +$27.4K ﹤0.01% 1825
2017
Q3
$32K Buy
+3,568
New +$33.8K ﹤0.01% 2669
2017
Q2
Sell
-10,400
Closed -$91.6K 6456
2017
Q1
$90K Buy
+10,400
New +$87.4K ﹤0.01% 1842
2016
Q3
Sell
-5,047
Closed -$37.2K 6751
2016
Q2
$29K Sell
5,047
-92
-2% -$590 ﹤0.01% 2954
2016
Q1
$34K Sell
5,139
-88,410
-95% -$436K ﹤0.01% 2715
2015
Q4
$481K Buy
+93,549
New +$547K 0.03% 634

Other funds holding CX