Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$15.4M Sell
45,196
-7,412
-14% -$2.42M 5.22% 6
2026
Q1
$17.1M Sell
52,608
-1,306
-2% -$419K 5.74% 3
2025
Q4
$16.8M Sell
53,914
-285
-0.5% -$83.3K 5.2% 4
2025
Q3
$15.3M Sell
54,199
-7,449
-12% -$2.05M 4.85% 8
2025
Q2
$17.9M Sell
61,648
-13,544
-18% -$3.9M 4.97% 5
2025
Q1
$22.7M Buy
75,192
+16,669
+28% +$4.63M 5.61% 3
2024
Q4
$19.5M Sell
58,523
-15,602
-21% -$4.43M 4.87% 9
2024
Q3
$21.4M Buy
74,125
+3,323
+5% +$911K 5.07% 4
2024
Q2
$18.1M Buy
70,802
+3,413
+5% +$876K 4.87% 9
2024
Q1
$17.5M Buy
67,389
+1,749
+3% +$430K 4.72% 8
2023
Q4
$14.8M Sell
65,640
-2,387
-4% -$522K 4.22% 14
2023
Q3
$14.2M Buy
68,027
+3,556
+6% +$719K 4.34% 13
2023
Q2
$12.4M Buy
64,471
+543
+0.8% +$106K 3.83% 14
2023
Q1
$12.4M Sell
63,928
-7,566
-11% -$1.59M 4.13% 13
2022
Q4
$15.8M Buy
71,494
+253
+0.4% +$52.6K 5.28% 4
2022
Q3
$13M Buy
71,241
+3,274
+5% +$622K 4.68% 7
2022
Q2
$13.4M Buy
67,967
+462
+0.7% +$95.2K 4.56% 8
2022
Q1
$14.4M Sell
67,505
-13,143
-16% -$2.67M 4.31% 12
2021
Q4
$15.6M Buy
80,648
+1,331
+2% +$250K 4.52% 8
2021
Q3
$13.8M Buy
79,317
+1,043
+1% +$183K 4.34% 8
2021
Q2
$12.4M Sell
78,274
-2,844
-4% -$471K 3.94% 12
2021
Q1
$12.8M Buy
81,118
+6,177
+8% +$995K 4.06% 11
2020
Q4
$11.5M Buy
74,941
+201
+0.3% +$28.2K 4.19% 8
2020
Q3
$8.68M Buy
74,740
+16,670
+29% +$2.09M 4.17% 8
2020
Q2
$7.35M Buy
58,070
+2,879
+5% +$334K 3.56% 14
2020
Q1
$6.16M Buy
55,191
+5,751
+12% +$825K 4.12% 12
2019
Q4
$7.61M Buy
49,440
+2,461
+5% +$377K 3.86% 12
2019
Q3
$7.35M Sell
46,979
-7,317
-13% -$1.13M 4.24% 7
2019
Q2
$8M Sell
54,296
-4,622
-8% -$667K 4.43% 9
2019
Q1
$8.25M Buy
58,918
+4,193
+8% +$558K 4.31% 8
2018
Q4
$7.06M Buy
54,725
+1,272
+2% +$164K 4.68% 5
2018
Q3
$7.14M Sell
53,453
-1,453
-3% -$197K 3.94% 11
2018
Q2
$6.97M Buy
54,906
+5,776
+12% +$768K 3.48% 12
2018
Q1
$6.72M Sell
49,130
-1,727
-3% -$250K 3.56% 11
2017
Q4
$7.43M Buy
50,857
+2,888
+6% +$431K 3.77% 11
2017
Q3
$6.84M Sell
47,969
-4,318
-8% -$625K 3.53% 8
2017
Q2
$7.6M Buy
52,287
+836
+2% +$118K 3.75% 3
2017
Q1
$7.01M Sell
51,451
-7,084
-12% -$953K 3.59% 5
2016
Q4
$7.73M Sell
58,535
-2,804
-5% -$358K 4.43% 3
2016
Q3
$7.71M Sell
61,339
-327
-0.5% -$41.5K 4.2% 3
2016
Q2
$8.06M Sell
61,666
-4,029
-6% -$497K 4.6% 2
2016
Q1
$7.83M Buy
+65,695
New +$7.55M 4.2% 4

Other funds holding CB