Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$57.2K Sell
4,996
-216
-4% -$2.58K ﹤0.01% 2163
2025
Q4
$59.9K Sell
5,212
-141
-3% -$1.46K ﹤0.01% 2086
2025
Q3
$48.1K Sell
5,353
-102
-2% -$871 ﹤0.01% 2092
2025
Q2
$37.8K Buy
5,455
+279
+5% +$1.77K ﹤0.01% 2192
2025
Q1
$29K Buy
5,176
+190
+4% +$1.15K ﹤0.01% 2135
2024
Q4
$28.1K Buy
4,986
+3,062
+159% +$17.4K ﹤0.01% 2094
2024
Q3
$11.7K Buy
1,924
+117
+6% +$734 ﹤0.01% 2356
2024
Q2
$11.5K Hold
1,807
﹤0.01% 2290
2024
Q1
$16.3K Sell
1,807
-900
-33% -$7.21K ﹤0.01% 2070
2023
Q4
$21K Buy
2,707
+900
+50% +$6.12K ﹤0.01% 1887
2023
Q3
$11.7K Sell
1,807
-170
-9% -$1.26K ﹤0.01% 2188
2023
Q2
$14K Hold
1,977
﹤0.01% 2175
2023
Q1
$11.8K Buy
1,977
+583
+42% +$2.96K ﹤0.01% 2230
2022
Q4
$8K Sell
1,394
-1,027
-42% -$4.11K ﹤0.01% 3500
2022
Q3
$26K Buy
2,421
+1,197
+98% +$4.73K ﹤0.01% 2860
2022
Q2
$7K Hold
1,224
﹤0.01% 3591
2022
Q1
$7K Sell
1,224
-3,976
-76% -$22.5K ﹤0.01% 3591
2021
Q4
$36K Sell
5,200
-1,000
-16% -$6.51K ﹤0.01% 1678
2021
Q3
$44K Hold
6,200
﹤0.01% 1631
2021
Q2
$52K Hold
6,200
﹤0.01% 1504
2021
Q1
$43K Hold
6,200
﹤0.01% 1529
2020
Q4
$32K Hold
6,200
﹤0.01% 1610
2020
Q3
$24K Sell
6,200
-200
-3% -$654 ﹤0.01% 1574
2020
Q2
$19K Buy
6,400
+6,200
+3,100% +$14.5K ﹤0.01% 1581
2020
Q1
$0 Hold
200
﹤0.01% 2953
2019
Q4
$1K Sell
200
-3,460
-95% -$13.2K ﹤0.01% 2638
2019
Q3
$14K Buy
+3,660
New +$13.4K ﹤0.01% 1907
2019
Q1
$5K Sell
1,110
-107
-9% -$535 ﹤0.01% 1845
2018
Q4
$6K Sell
1,217
-469
-28% -$2.5K ﹤0.01% 2749
2018
Q3
$12K Sell
1,686
-2,962
-64% -$20.8K ﹤0.01% 2735
2018
Q2
$30K Sell
4,648
-734
-14% -$4.64K ﹤0.01% 2217
2018
Q1
$40K Hold
5,382
﹤0.01% 1945
2017
Q4
$40K Sell
5,382
-2,659
-33% -$21K ﹤0.01% 1966
2017
Q3
$73K Sell
8,041
-8
-0.1% -$76 ﹤0.01% 1746
2017
Q2
$76K Buy
8,049
+1,534
+24% +$13.5K ﹤0.01% 1691
2017
Q1
$57K Buy
6,515
+270
+4% +$2.27K ﹤0.01% 1841
2016
Q4
$48K Sell
6,245
-1,629
-21% -$12.9K ﹤0.01% 1905
2016
Q3
$60K Sell
7,874
-1,348
-15% -$9.92K ﹤0.01% 1691
2016
Q2
$55K Buy
9,222
+8,021
+668% +$51.4K ﹤0.01% 1710
2016
Q1
$5K Sell
1,201
-6,856
-85% -$33.8K ﹤0.01% 1845
2015
Q4
$41K Buy
+8,057
New +$47.1K ﹤0.01% 1729

Other funds holding CX