Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.94K Hold
344
﹤0.01% 3656
2025
Q4
$3.95K Hold
344
﹤0.01% 3736
2025
Q3
$3.09K Hold
344
﹤0.01% 3676
2025
Q2
$2.38K Sell
344
-34
-9% -$216 ﹤0.01% 3582
2025
Q1
$2.12K Buy
378
+34
+10% +$206 ﹤0.01% 3500
2024
Q4
$1.94K Hold
344
﹤0.01% 3456
2024
Q3
$2.1K Hold
344
﹤0.01% 3373
2024
Q2
$2.2K Sell
344
-702
-67% -$5.37K ﹤0.01% 3316
2024
Q1
$9.42K Sell
1,046
-298
-22% -$2.39K ﹤0.01% 2907
2023
Q4
$10.4K Hold
1,344
﹤0.01% 2828
2023
Q3
$8.74K Hold
1,344
﹤0.01% 2619
2023
Q2
$9.52K Sell
1,344
-9,901
-88% -$63K ﹤0.01% 2610
2023
Q1
$62.2K Buy
11,245
+6,883
+158% +$35K ﹤0.01% 1907
2022
Q4
$11.1K Buy
+4,362
New +$17.4K ﹤0.01% 2337
2021
Q3
Sell
-15,166
Closed -$127K 1152
2021
Q2
$127K Buy
+15,166
New +$121K ﹤0.01% 1086
2021
Q1
Sell
-21,022
Closed -$109K 1047
2020
Q4
$109K Buy
+21,022
New +$96.4K ﹤0.01% 921
2017
Q3
Sell
-2,324
Closed -$23.4K 519
2017
Q2
$23.4K Buy
+2,324
New +$20.5K ﹤0.01% 694
2015
Q1
Sell
-68,321
Closed -$6.65M 66
2014
Q4
$6.65M Buy
+68,321
New +$710K 5.15% 5

Other funds holding CX