Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$134K Sell
11,702
-3,391
-22% -$40.4K 0.01% 644
2025
Q4
$173K Sell
15,093
-3,937
-21% -$40.7K 0.02% 518
2025
Q3
$171K Sell
19,030
-2,938
-13% -$25.1K 0.02% 505
2025
Q2
$152K Sell
21,968
-547
-2% -$3.47K 0.02% 475
2025
Q1
$126K Sell
22,515
-3,098
-12% -$18.7K 0.01% 433
2024
Q4
$144K Buy
25,613
+1,432
+6% +$8.13K 0.02% 396
2024
Q3
$148K Buy
24,181
+6,628
+38% +$41.6K 0.02% 410
2024
Q2
$112K Sell
17,553
-3,128
-15% -$23.9K 0.01% 367
2024
Q1
$186K Buy
20,681
+996
+5% +$7.98K 0.03% 341
2023
Q4
$153K Buy
19,685
+5,228
+36% +$35.5K 0.02% 318
2023
Q3
$94K Sell
14,457
-2,504
-15% -$18.6K 0.02% 271
2023
Q2
$120K Buy
16,961
+2,314
+16% +$14.7K 0.02% 229
2023
Q1
$81K Buy
14,647
+740
+5% +$3.76K 0.02% 192
2022
Q4
$56.3K Buy
13,907
+352
+3% +$1.41K 0.01% 177
2022
Q3
$46K Buy
13,555
+2,817
+26% +$11.1K 0.01% 148
2022
Q2
$42K Buy
+10,738
New +$46K 0.01% 107
2021
Q1
Sell
-4,580
Closed -$24K 234
2020
Q4
$24K Buy
+4,580
New +$21K 0.01% 354

Other funds holding CX