Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,400
Closed -$1K 3937
2022
Q4
$1K Sell
1,400
-1,700
-55% -$6.8K ﹤0.01% 3964
2022
Q3
$4K Hold
3,100
﹤0.01% 3765
2022
Q2
$3K Sell
3,100
-23,300
-88% -$99.9K ﹤0.01% 4014
2022
Q1
$9K Buy
+26,400
New +$150K ﹤0.01% 3683
2021
Q4
Sell
-36,300
Closed -$17K 5464
2021
Q3
$17K Buy
36,300
+29,500
+434% +$233K ﹤0.01% 3482
2021
Q2
$1K Sell
6,800
-4,600
-40% -$36.6K ﹤0.01% 5245
2021
Q1
$6K Buy
+11,400
New +$73.7K ﹤0.01% 4214
2020
Q2
Sell
-14,100
Closed -$20K 4451
2020
Q1
$20K Buy
+14,100
New +$47.7K ﹤0.01% 2297
2019
Q4
Sell
-63,900
Closed -$73K 4067
2019
Q3
$73K Sell
63,900
-1,300
-2% -$4.76K 0.01% 1262
2019
Q2
$58K Sell
65,200
-4,400
-6% -$19.6K 0.01% 1437
2019
Q1
$58K Buy
69,600
+200
+0.3% +$1K 0.01% 1324
2018
Q4
$64K Buy
69,400
+67,700
+3,982% +$361K 0.01% 1323
2018
Q3
$1K Buy
+1,700
New +$11.9K ﹤0.01% 3735
2018
Q2
Sell
-199,200
Closed -$225K 4301
2018
Q1
$225K Buy
+199,200
New +$1.49M 0.02% 763
2016
Q3
Sell
-50,960
Closed -$11K 6752
2016
Q2
$11K Sell
50,960
-13,612
-21% -$87.2K ﹤0.01% 4009
2016
Q1
$14K Sell
64,572
-32,664
-34% -$161K ﹤0.01% 3671
2015
Q4
$484K Buy
+97,236
New +$568K 0.03% 624

Other funds holding CX