Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$146K Sell
12,791
-12,034
-48% -$143K ﹤0.01% 1365
2025
Q4
$285K Buy
24,825
+9,934
+67% +$103K 0.01% 1132
2025
Q3
$134K Buy
+14,891
New +$127K ﹤0.01% 1283
2025
Q1
Sell
-20,407
Closed -$115K 1111
2024
Q4
$115K Buy
+20,407
New +$116K ﹤0.01% 1039
2024
Q1
Sell
-10,368
Closed -$80.4K 917
2023
Q4
$80.4K Hold
10,368
﹤0.01% 878
2023
Q3
$67.4K Hold
10,368
0.01% 813
2023
Q2
$73.4K Sell
10,368
-96,219
-90% -$612K 0.01% 770
2023
Q1
$589K Buy
+106,587
New +$542K 0.04% 426
2021
Q4
Sell
-13,325
Closed -$86K 669
2021
Q3
$86K Sell
13,325
-690
-5% -$5.45K 0.01% 595
2021
Q2
$118K Hold
14,015
0.02% 572
2021
Q1
$97K Buy
14,015
+2,975
+27% +$19.2K 0.02% 537
2020
Q4
$57K Buy
+11,040
New +$50.6K 0.01% 490
2019
Q1
Sell
-1,851
Closed -$8K 665
2018
Q4
$8K Buy
+1,851
New +$9.87K ﹤0.01% 1200
2018
Q1
$1K Buy
+144
New +$1.08K ﹤0.01% 1643

Other funds holding CX