Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$218K Sell
818
-2,034
-71% -$563K 0.01% 1300
2025
Q4
$785K Buy
2,852
+1,751
+159% +$491K 0.03% 551
2025
Q3
$317K Buy
1,101
+169
+18% +$50K 0.01% 1000
2025
Q2
$308K Sell
932
-1,462
-61% -$471K 0.01% 896
2025
Q1
$788K Buy
2,394
+626
+35% +$189K 0.03% 484
2024
Q4
$488K Sell
1,768
-15,434
-90% -$4.92M 0.02% 615
2024
Q3
$5.96M Sell
17,202
-3,454
-17% -$1.19M 0.12% 779
2024
Q2
$6.83M Sell
20,656
-533
-3% -$184K 0.14% 682
2024
Q1
$7.7M Sell
21,189
-20,553
-49% -$6.77M 0.21% 631
2023
Q4
$12.5M Buy
41,742
+23,884
+134% +$6.98M 0.27% 518
2023
Q3
$5.11M Buy
17,858
+11,846
+197% +$3.38M 0.11% 917
2023
Q2
$1.69M Buy
+6,012
New +$1.57M 0.05% 297

Other funds holding CI