Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$201K Buy
+730
New +$206K 0.06% 300
2025
Q3
Sell
-813
Closed -$269K 282
2025
Q2
$269K Sell
813
-104
-11% -$33.5K 0.12% 216
2025
Q1
$302K Buy
917
+101
+12% +$30.4K 0.16% 182
2024
Q4
$225K Sell
816
-162
-17% -$51.6K 0.11% 243
2024
Q3
$339K Hold
978
0.18% 171
2024
Q2
$323K Sell
978
-63
-6% -$21.7K 0.16% 179
2024
Q1
$378K Sell
1,041
-1,842
-64% -$606K 0.23% 152
2023
Q4
$863K Buy
+2,883
New +$842K 0.4% 86

Other funds holding CI