Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.55M Sell
5,386
-147
-3% -$43.5K 0.25% 91
2025
Q2
$1.83M Buy
5,533
+16
+0.3% +$5.16K 0.33% 74
2025
Q1
$1.81M Sell
5,517
-273
-5% -$82.2K 0.35% 63
2024
Q4
$1.6M Sell
5,790
-368
-6% -$117K 0.28% 88
2024
Q3
$2.13M Sell
6,158
-1,411
-19% -$486K 0.4% 56
2024
Q2
$2.5M Sell
7,569
-3
-0% -$1.03K 0.51% 45
2024
Q1
$2.75M Buy
7,572
+71
+0.9% +$23.4K 0.46% 54
2023
Q4
$2.25M Buy
7,501
+200
+3% +$58.4K 0.49% 48
2023
Q3
$2.09M Buy
7,301
+200
+3% +$57K 0.56% 43
2023
Q2
$1.99M Buy
7,101
+48
+0.7% +$12.5K 0.55% 48
2023
Q1
$1.8M Sell
7,053
-584
-8% -$170K 0.53% 58
2022
Q4
$2.53M Buy
7,637
+2,396
+46% +$758K 0.84% 39
2022
Q3
$1.45M Sell
5,241
-4,054
-44% -$1.14M 0.62% 49
2022
Q2
$2.45M Buy
9,295
+183
+2% +$47.2K 1.17% 18
2022
Q1
$2.18M Buy
9,112
+2,978
+49% +$697K 0.8% 31
2021
Q4
$1.41M Sell
6,134
-6,099
-50% -$1.3M 0.58% 44
2021
Q3
$2.45M Buy
12,233
+3,169
+35% +$689K 0.77% 33
2021
Q2
$2.1M Buy
+9,064
New +$2.26M 0.67% 42

Other funds holding CI