Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-800
Closed -$1K 3877
2023
Q2
$1K Sell
800
-13,200
-94% -$84K ﹤0.01% 3224
2023
Q1
$7K Buy
+14,000
New +$71.2K ﹤0.01% 2528
2022
Q2
Sell
-9,800
Closed -$1K 5075
2022
Q1
$1K Buy
9,800
+3,000
+44% +$17K ﹤0.01% 4924
2021
Q4
$1K Sell
6,800
-7,300
-52% -$47.6K ﹤0.01% 4957
2021
Q3
$4K Sell
14,100
-16,600
-54% -$131K ﹤0.01% 4575
2021
Q2
$28K Buy
30,700
+2,400
+8% +$19.1K ﹤0.01% 3004
2021
Q1
$33K Sell
28,300
-6,700
-19% -$43.3K ﹤0.01% 2749
2020
Q4
$11K Buy
+35,000
New +$161K ﹤0.01% 3110
2020
Q1
Sell
-109,000
Closed -$19K 4105
2019
Q4
$19K Buy
109,000
+100,200
+1,139% +$382K ﹤0.01% 2238
2019
Q3
$2K Sell
8,800
-500
-5% -$1.83K ﹤0.01% 3457
2019
Q2
$5K Buy
+9,300
New +$41.5K ﹤0.01% 3071
2018
Q4
Sell
-29,900
Closed -$6K 4043
2018
Q3
$6K Sell
29,900
-900
-3% -$6.31K ﹤0.01% 2929
2018
Q2
$10K Buy
+30,800
New +$195K ﹤0.01% 2666
2018
Q1
Sell
-1,900
Closed -$1K 4579
2017
Q4
$1K Sell
1,900
-1,500
-44% -$11.9K ﹤0.01% 4410
2017
Q3
$3K Sell
3,400
-1,400
-29% -$13.3K ﹤0.01% 4760
2017
Q2
$6K Buy
4,800
+432
+10% +$3.81K ﹤0.01% 4640
2017
Q1
$6K Buy
4,368
+2,496
+133% +$21K ﹤0.01% 4525
2016
Q4
$2K Sell
1,872
-312
-14% -$2.48K ﹤0.01% 5571
2016
Q3
$3K Buy
2,184
+832
+62% +$6.13K ﹤0.01% 5335
2016
Q2
$1K Sell
1,352
-54
-4% -$346 ﹤0.01% 6013
2016
Q1
$2K Sell
1,406
-103,617
-99% -$510K ﹤0.01% 5529
2015
Q4
$3K Buy
+105,023
New +$614K ﹤0.01% 5252

Other funds holding CX