Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-14,100
Closed -$37K 792
2023
Q4
$37K Hold
14,100
0.01% 496
2023
Q3
$21.3K Sell
14,100
-14,100
-50% -$105K ﹤0.01% 664
2023
Q2
$59.2K Sell
28,200
-4,600
-14% -$29.3K 0.01% 469
2023
Q1
$30K Buy
32,800
+10,600
+48% +$53.9K ﹤0.01% 656
2022
Q4
$1K Sell
22,200
-3,400
-13% -$13.6K ﹤0.01% 1401
2022
Q3
$2K Sell
25,600
-16,700
-39% -$66K ﹤0.01% 1576
2022
Q2
$5K Buy
42,300
+10,000
+31% +$42.9K ﹤0.01% 1615
2022
Q1
$3K Sell
32,300
-3,500
-10% -$19.8K ﹤0.01% 2017
2021
Q4
$14K Sell
35,800
-700
-2% -$4.56K ﹤0.01% 1943
2021
Q3
$21K Sell
36,500
-12,400
-25% -$97.9K ﹤0.01% 1788
2021
Q2
$77K Sell
48,900
-261,600
-84% -$2.08M ﹤0.01% 1316
2021
Q1
$447K Buy
310,500
+39,700
+15% +$257K 0.02% 523
2020
Q4
$243K Buy
270,800
+89,000
+49% +$408K 0.01% 892
2020
Q3
$72K Sell
181,800
-2,300
-1% -$7.52K ﹤0.01% 875
2020
Q2
$41K Sell
184,100
-2,800
-1% -$6.57K ﹤0.01% 1096
2020
Q1
$38K Buy
+186,900
New +$632K ﹤0.01% 824
2018
Q3
Sell
-401,900
Closed -$1K 1019
2018
Q2
$1K Buy
401,900
+1,500
+0.4% +$9.49K ﹤0.01% 953
2018
Q1
$18K Buy
400,400
+389,300
+3,507% +$2.92M ﹤0.01% 780
2017
Q4
$1K Buy
+11,100
New +$87.8K ﹤0.01% 959
2015
Q4
Sell
-2,966,388
Closed -$195K 981
2015
Q3
$195K Buy
2,966,388
+3,894
+0.1% +$28.9K 0.01% 515
2015
Q2
$399K Buy
2,962,494
+1,852
+0.1% +$16.5K 0.02% 376
2015
Q1
$352K Hold
2,960,642
0.02% 377
2014
Q4
$780K Buy
2,960,642
+58,493
+2% +$608K 0.03% 375
2014
Q3
$2.12M Buy
+2,902,149
New +$33.7M 0.08% 193
2014
Q1
Sell
-35,096
Closed -$56K 1081
2013
Q4
$56K Buy
+35,096
New +$329K ﹤0.01% 872

Other funds holding CX