Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-16,400
Closed -$11K 1784
2022
Q2
$11K Buy
+16,400
New +$70.3K ﹤0.01% 1458
2022
Q1
Sell
-11,400
Closed -$8K 2330
2021
Q4
$8K Sell
11,400
-8,700
-43% -$56.7K ﹤0.01% 2106
2021
Q3
$7K Buy
+20,100
New +$159K ﹤0.01% 2094
2021
Q2
Sell
-18,900
Closed -$6K 2414
2021
Q1
$6K Buy
18,900
+2,300
+14% +$14.9K ﹤0.01% 1720
2020
Q4
$4K Buy
+16,600
New +$76.1K ﹤0.01% 2051
2020
Q3
Sell
-11,600
Closed -$4K 1633
2020
Q2
$4K Buy
11,600
+400
+4% +$938 ﹤0.01% 1562
2020
Q1
$12K Sell
11,200
-2,100
-16% -$7.1K ﹤0.01% 989
2019
Q4
$33K Buy
13,300
+2,700
+25% +$10.3K ﹤0.01% 783
2019
Q3
$32K Buy
10,600
+300
+3% +$1.1K ﹤0.01% 837
2019
Q2
$29K Sell
10,300
-2,600
-20% -$11.6K ﹤0.01% 826
2019
Q1
$25K Sell
12,900
-300
-2% -$1.5K ﹤0.01% 788
2018
Q4
$25K Buy
13,200
+200
+2% +$1.07K ﹤0.01% 840
2018
Q3
$11K Hold
13,000
﹤0.01% 829
2018
Q2
$15K Buy
13,000
+800
+7% +$5.06K ﹤0.01% 832
2018
Q1
$16K Buy
+12,200
New +$91.4K ﹤0.01% 789
2016
Q1
Sell
-2,201,056
Closed -$12.3M 836
2015
Q4
$12.3M Sell
2,201,056
-2,596
-0.1% -$15.2K 0.59% 33
2015
Q3
$9.55M Hold
2,203,652
0.5% 44
2015
Q2
$5.18M Buy
2,203,652
+10,167
+0.5% +$90.7K 0.31% 76
2015
Q1
$5.77M Hold
2,193,485
0.39% 54
2014
Q4
$5M Hold
2,193,485
0.19% 112
2014
Q3
$1.75M Buy
+2,193,485
New +$25.5M 0.07% 227

Other funds holding CX