Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$216K Sell
572
-14
-2% -$6K 0.01% 400
2025
Q4
$251K Sell
586
-12
-2% -$5.22K 0.01% 358
2025
Q3
$268K Buy
598
+14
+2% +$6.34K 0.01% 328
2025
Q2
$284K Hold
584
0.02% 300
2025
Q1
$359K Sell
584
-27
-4% -$15.3K 0.02% 231
2024
Q4
$324K Buy
611
+15
+3% +$8.46K 0.02% 265
2024
Q3
$358K Buy
596
+9
+2% +$5.1K 0.02% 228
2024
Q2
$318K Sell
587
-12
-2% -$6.87K 0.02% 229
2024
Q1
$385K Buy
599
+4
+0.7% +$2.43K 0.02% 195
2023
Q4
$348K Sell
595
-21
-3% -$11.8K 0.03% 196
2023
Q3
$320K Buy
616
+2
+0.3% +$1.04K 0.03% 192
2023
Q2
$333K Hold
614
0.03% 192
2023
Q1
$330K Hold
614
0.03% 190
2022
Q4
$325K Hold
614
0.03% 137
2022
Q3
$268K Hold
614
0.03% 181
2022
Q2
$288K Hold
614
0.03% 175
2022
Q1
$311K Hold
614
0.03% 156
2021
Q4
$325K Sell
614
-16
-3% -$7.68K 0.03% 137
2021
Q3
$293K Sell
630
-36
-5% -$17K 0.03% 140
2021
Q2
$314K Sell
666
-25
-4% -$12K 0.04% 130
2021
Q1
$318K Hold
691
0.04% 116
2020
Q4
$376K Hold
691
0.06% 103
2020
Q3
$332K Hold
691
0.06% 84
2020
Q2
$312K Buy
691
+11
+2% +$4.91K 0.07% 84
2020
Q1
$295K Sell
680
-150
-18% -$67K 0.08% 73
2019
Q4
$365K Buy
830
+41
+5% +$17.2K 0.09% 54
2019
Q3
$329K Hold
789
0.09% 56
2019
Q2
$285K Hold
789
0.09% 58
2019
Q1
$253K Buy
+789
New +$242K 0.08% 59

Other funds holding CHE