Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$302K Buy
23,773
+865
+4% +$10.5K 0.05% 146
2025
Q4
$289K Sell
22,908
-5
-0% -$55 0.05% 141
2025
Q3
$209K Buy
22,913
+373
+2% +$3.84K 0.04% 165
2025
Q2
$240K Sell
22,540
-857
-4% -$9.57K 0.05% 152
2025
Q1
$256K Hold
23,397
0.05% 139
2024
Q4
$293K Sell
23,397
-873
-4% -$9.51K 0.06% 131
2024
Q3
$208K Hold
24,270
0.04% 157
2024
Q2
$198K Hold
24,270
0.05% 158
2024
Q1
$215K Sell
24,270
-881
-4% -$7.48K 0.05% 154
2023
Q4
$236K Sell
25,151
-4,204
-14% -$34.4K 0.06% 137
2023
Q3
$193K Hold
29,355
0.05% 142
2023
Q2
$223K Sell
29,355
-5
-0% -$33 0.06% 133
2023
Q1
$180K Hold
29,360
0.05% 148
2022
Q4
$189K Hold
29,360
0.06% 151
2022
Q3
$154K Buy
29,360
+5,293
+22% +$28.8K 0.05% 130
2022
Q2
$117K Buy
24,067
+1,566
+7% +$10.4K 0.04% 141
2022
Q1
$177K Buy
22,501
+3,362
+18% +$19.9K 0.05% 142
2021
Q4
$87K Sell
19,139
-1,540
-7% -$7.42K 0.02% 139
2021
Q3
$96K Hold
20,679
0.03% 136
2021
Q2
$119K Hold
20,679
0.03% 152
2021
Q1
$104K Buy
20,679
+1,153
+6% +$5.63K 0.03% 154
2020
Q4
$90K Sell
19,526
-3,003
-13% -$10.5K 0.03% 143
2020
Q3
$61K Buy
22,529
+822
+4% +$2.68K 0.02% 134
2020
Q2
$62K Sell
21,707
-326
-1% -$1.04K 0.02% 133
2020
Q1
$74K Sell
22,033
-307
-1% -$1.46K 0.03% 122
2019
Q4
$151K Buy
22,340
+9,133
+69% +$47.1K 0.05% 144
2019
Q3
$73K Hold
13,207
0.03% 141
2019
Q2
$130K Buy
+13,207
New +$127K 0.05% 141

Other funds holding CRESY