Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-103,012
Closed -$125K 1882
2025
Q2
$125K Buy
103,012
+12,748
+14% +$11.8K ﹤0.01% 1690
2025
Q1
$57.7K Buy
90,264
+70,866
+365% +$87.8K ﹤0.01% 1540
2024
Q4
$31.2K Buy
+19,398
New +$35.8K ﹤0.01% 1309
2024
Q3
Sell
-30,030
Closed -$94.9K 1164
2024
Q2
$94.9K Sell
30,030
-210
-0.7% -$1.04K ﹤0.01% 957
2024
Q1
$229K Hold
30,240
﹤0.01% 847
2023
Q4
$344K Hold
30,240
0.01% 694
2023
Q3
$270K Hold
30,240
0.01% 753
2023
Q2
$269K Hold
30,240
0.01% 721
2023
Q1
$493K Hold
30,240
0.01% 570
2022
Q4
$764K Hold
30,240
0.02% 414
2022
Q3
$637K Hold
30,240
0.02% 475
2022
Q2
$568K Sell
30,240
-3,552
-11% -$81.4K 0.02% 450
2022
Q1
$1.23M Sell
33,792
-3,126
-8% -$94.1K 0.03% 287
2021
Q4
$1.13M Buy
36,918
+6,094
+20% +$247K 0.03% 282
2021
Q3
$2.1M Buy
30,824
+824
+3% +$67.1K 0.06% 179
2021
Q2
$2.49M Sell
30,000
-21
-0.1% -$1.74K 0.07% 153
2021
Q1
$2.57M Buy
+30,021
New +$2.86M 0.11% 116

Other funds holding CHGG