Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$361K Buy
955
+8
+0.8% +$3.43K 0.03% 633
2025
Q4
$405K Sell
947
-4
-0.4% -$1.74K 0.03% 577
2025
Q3
$426K Buy
951
+117
+14% +$53K 0.03% 556
2025
Q2
$406K Hold
834
0.03% 569
2025
Q1
$513K Buy
+834
New +$474K 0.04% 445
2024
Q4
Sell
-671
Closed -$403K 1395
2024
Q3
$403K Buy
671
+119
+22% +$67.5K 0.03% 543
2024
Q2
$299K Buy
552
+197
+55% +$113K 0.03% 613
2024
Q1
$227K Sell
355
-104
-23% -$63.2K 0.02% 694
2023
Q4
$268K Sell
459
-9
-2% -$5.04K 0.03% 629
2023
Q3
$243K Buy
+468
New +$243K 0.03% 618

Other funds holding CHE