Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$12.6K Hold
1,051
﹤0.01% 912
2026
Q1
$12K Hold
1,051
﹤0.01% 879
2025
Q4
$12.1K Hold
1,051
﹤0.01% 917
2025
Q3
$9.45K Hold
1,051
﹤0.01% 922
2025
Q2
$7.28K Buy
1,051
+294
+39% +$1.86K ﹤0.01% 959
2025
Q1
$4.25K Buy
757
+81
+12% +$490 ﹤0.01% 1176
2024
Q4
$3.81K Sell
676
-213
-24% -$1.21K ﹤0.01% 1224
2024
Q3
$5.42K Buy
889
+300
+51% +$1.88K ﹤0.01% 1087
2024
Q2
$3.76K Sell
589
-1
-0.2% -$8 ﹤0.01% 1178
2024
Q1
$5.32K Buy
590
+1
+0.2% +$8 ﹤0.01% 1073
2023
Q4
$4.57K Sell
589
-15
-2% -$102 ﹤0.01% 1095
2023
Q3
$3.93K Buy
604
+14
+2% +$104 ﹤0.01% 1103
2023
Q2
$4.18K Sell
590
-332
-36% -$2.11K ﹤0.01% 1085
2023
Q1
$5.1K Buy
922
+2
+0.2% +$10 ﹤0.01% 978
2022
Q4
$3.73K Sell
920
-11,640
-93% -$46.5K ﹤0.01% 1113
2022
Q3
$43K Buy
12,560
+1,560
+14% +$6.17K ﹤0.01% 406
2022
Q2
$43K Buy
11,000
+528
+5% +$2.26K ﹤0.01% 421
2022
Q1
$55K Buy
10,472
+576
+6% +$3.26K 0.01% 406
2021
Q4
$67K Sell
9,896
-1,312
-12% -$8.55K 0.01% 373
2021
Q3
$80K Sell
11,208
-389
-3% -$3.07K 0.01% 348
2021
Q2
$97K Sell
11,597
-2,273
-16% -$18.1K 0.01% 224
2021
Q1
$97K Sell
13,870
-8,525
-38% -$55.1K 0.02% 195
2020
Q4
$116K Sell
22,395
-753
-3% -$3.45K 0.02% 181
2020
Q3
$88K Sell
23,148
-1,037
-4% -$3.39K 0.02% 188
2020
Q2
$70K Hold
24,185
0.02% 205
2020
Q1
$51K Hold
24,185
0.02% 218
2019
Q4
$91K Hold
24,185
0.02% 203
2019
Q3
$95K Buy
24,185
+4,078
+20% +$14.9K 0.02% 191
2019
Q2
$85K Buy
20,107
+1,359
+7% +$6.07K 0.02% 199
2019
Q1
$87K Buy
18,748
+356
+2% +$1.78K 0.02% 192
2018
Q4
$89K Buy
18,392
+2,492
+16% +$13.3K 0.02% 185
2018
Q3
$112K Hold
15,900
0.03% 185
2018
Q2
$104K Buy
15,900
+2,225
+16% +$14.1K 0.03% 187
2018
Q1
$91K Buy
13,675
+1,611
+13% +$12.1K 0.02% 201
2017
Q4
$90K Buy
12,064
+1,014
+9% +$8.02K 0.02% 202
2017
Q3
$100K Sell
11,050
-256
-2% -$2.43K 0.03% 186
2017
Q2
$107K Sell
11,306
-125
-1% -$1.1K 0.03% 168
2017
Q1
$88K Hold
11,431
0.02% 175
2016
Q4
$88K Buy
11,431
+123
+1% +$978 0.02% 175
2016
Q3
$86K Sell
11,308
-61
-0.5% -$449 0.02% 192
2016
Q2
$67K Sell
11,369
-150
-1% -$961 0.02% 231
2016
Q1
$78K Buy
11,519
+294
+3% +$1.45K 0.02% 201
2015
Q4
$58K Buy
11,225
+1,762
+19% +$10.3K 0.02% 234
2015
Q3
$61K Buy
9,463
+465
+5% +$3.45K 0.03% 193
2015
Q2
$76K Sell
8,998
-2
-0% -$18 0.04% 145
2015
Q1
$76K Buy
9,000
+2,576
+40% +$22.2K 0.04% 144
2014
Q4
$58K Hold
6,424
0.01% 169
2014
Q3
$74K Hold
6,424
0.01% 146
2014
Q2
$76K Buy
+6,424
New +$73K 0.01% 144

Other funds holding CX