Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$605K Buy
52,991
+9,825
+23% +$117K ﹤0.01% 2344
2025
Q4
$497K Buy
43,166
+9,458
+28% +$97.8K ﹤0.01% 2451
2025
Q3
$303K Buy
33,708
+3,974
+13% +$33.9K ﹤0.01% 2798
2025
Q2
$206K Buy
29,734
+10,371
+54% +$65.8K ﹤0.01% 3033
2025
Q1
$109K Sell
19,363
-8,421
-30% -$50.9K ﹤0.01% 3171
2024
Q4
$157K Sell
27,784
-8,553
-24% -$48.6K ﹤0.01% 3078
2024
Q3
$222K Buy
36,337
+4,158
+13% +$26.1K ﹤0.01% 2848
2024
Q2
$206K Sell
32,179
-7,546
-19% -$57.8K ﹤0.01% 2779
2024
Q1
$358K Buy
39,725
+21,139
+114% +$169K ﹤0.01% 2299
2023
Q4
$144K Buy
18,586
+1,510
+9% +$10.3K ﹤0.01% 2778
2023
Q3
$111K Buy
17,076
+1,505
+10% +$11.2K ﹤0.01% 2659
2023
Q2
$110K Buy
15,571
+2,166
+16% +$13.8K ﹤0.01% 2619
2023
Q1
$74K Sell
13,405
-2,368
-15% -$12K ﹤0.01% 2624
2022
Q4
$64K Sell
15,773
-2,352
-13% -$9.4K ﹤0.01% 2586
2022
Q3
$62K Buy
+18,125
New +$71.7K ﹤0.01% 2286
2021
Q3
Sell
-25,152
Closed -$211K 997
2021
Q2
$211K Buy
+25,152
New +$200K ﹤0.01% 906

Other funds holding CX