Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$96.8K Sell
53,183
-200,387
-79% -$437K ﹤0.01% 10666
2025
Q4
$522K Sell
253,570
-160,683
-39% -$278K ﹤0.01% 7580
2025
Q3
$659K Buy
414,253
+243,737
+143% +$329K ﹤0.01% 7254
2025
Q2
$240K Sell
170,516
-77,575
-31% -$103K ﹤0.01% 8228
2025
Q1
$345K Sell
248,091
-161,317
-39% -$270K ﹤0.01% 7573
2024
Q4
$630K Buy
409,408
+111,858
+38% +$192K ﹤0.01% 6289
2024
Q3
$518K Sell
297,550
-75,483
-20% -$158K ﹤0.01% 7128
2024
Q2
$657K Buy
373,033
+209,330
+128% +$374K ﹤0.01% 6571
2024
Q1
$309K Sell
163,703
-338,425
-67% -$690K ﹤0.01% 7512
2023
Q4
$1.08M Buy
+502,128
New +$828K ﹤0.01% 5423
2023
Q3
Sell
-214,145
Closed -$527K 8692
2023
Q2
$527K Buy
214,145
+145,772
+213% +$346K ﹤0.01% 6240
2023
Q1
$203K Buy
68,373
+19,930
+41% +$60K ﹤0.01% 7820
2022
Q4
$177K Sell
48,443
-12,913
-21% -$48.7K ﹤0.01% 7759
2022
Q3
$221K Buy
61,356
+41,158
+204% +$197K ﹤0.01% 8017
2022
Q2
$107K Buy
+20,198
New +$101K ﹤0.01% 8599
2022
Q1
Sell
-108,483
Closed -$601K 10336
2021
Q4
$739K Buy
108,483
+72,007
+197% +$485K ﹤0.01% 6530
2021
Q3
$222K Buy
36,476
+5,867
+19% +$34.2K ﹤0.01% 8702
2021
Q2
$181K Sell
30,609
-47,792
-61% -$280K ﹤0.01% 8904
2021
Q1
$471K Sell
78,401
-86,803
-53% -$591K ﹤0.01% 6907
2020
Q4
$1.14M Buy
165,204
+122,917
+291% +$806K ﹤0.01% 4424
2020
Q3
$264K Buy
42,287
+24,292
+135% +$161K ﹤0.01% 6059
2020
Q2
$120K Buy
17,995
+3,319
+23% +$19K ﹤0.01% 6643
2020
Q1
$68K Buy
+14,676
New +$66.5K ﹤0.01% 5042
2019
Q3
Sell
-16,630
Closed -$93K 5127
2019
Q2
$93K Buy
+16,630
New +$91.9K ﹤0.01% 4869
2018
Q2
Sell
-19,487
Closed -$107K 5003
2018
Q1
$107K Buy
+19,487
New +$88.6K ﹤0.01% 4589
2015
Q1
Sell
-11,481
Closed -$72K 3130
2014
Q4
$72K Buy
+11,481
New +$52.1K ﹤0.01% 2360
2014
Q2
Sell
-35,161
Closed -$169K 2589
2014
Q1
$169K Buy
35,161
+20,104
+134% +$129K ﹤0.01% 2416
2013
Q4
$97K Sell
15,057
-32,368
-68% -$203K ﹤0.01% 2189
2013
Q3
$319K Buy
+47,425
New +$258K ﹤0.01% 2048

Other funds holding CERS