Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$230K Buy
20,119
+2,729
+16% +$32.5K ﹤0.01% 1097
2025
Q4
$200K Buy
17,390
+508
+3% +$5.25K ﹤0.01% 1099
2025
Q3
$152K Sell
16,882
-714
-4% -$6.09K ﹤0.01% 1192
2025
Q2
$122K Sell
17,596
-2,296
-12% -$14.6K ﹤0.01% 1257
2025
Q1
$112K Buy
19,892
+1,632
+9% +$9.87K ﹤0.01% 1234
2024
Q4
$103K Sell
18,260
-2,867
-14% -$16.3K ﹤0.01% 1252
2024
Q3
$129K Buy
21,127
+3,235
+18% +$20.3K ﹤0.01% 1145
2024
Q2
$114K Sell
17,892
-3,059
-15% -$23.4K ﹤0.01% 1117
2024
Q1
$189K Buy
20,951
+6,945
+50% +$55.6K 0.01% 878
2023
Q4
$109K Buy
14,006
+1,443
+11% +$9.8K ﹤0.01% 1085
2023
Q3
$81.7K Buy
12,563
+1,404
+13% +$10.4K ﹤0.01% 1173
2023
Q2
$79K Buy
11,159
+581
+5% +$3.7K ﹤0.01% 1185
2023
Q1
$58.5K Buy
10,578
+588
+6% +$2.99K ﹤0.01% 1307
2022
Q4
$40.5K Buy
9,990
+112
+1% +$448 ﹤0.01% 1368
2022
Q3
$34K Sell
9,878
-283
-3% -$1.12K ﹤0.01% 1425
2022
Q2
$40K Buy
10,161
+2,140
+27% +$9.18K ﹤0.01% 1356
2022
Q1
$43K Sell
8,021
-1,936
-19% -$11K ﹤0.01% 1351
2021
Q4
$68K Buy
9,957
+1,987
+25% +$12.9K ﹤0.01% 1171
2021
Q3
$57K Sell
7,970
-464
-6% -$3.66K ﹤0.01% 1220
2021
Q2
$71K Buy
8,434
+464
+6% +$3.69K ﹤0.01% 1071
2021
Q1
$56K Buy
7,970
+146
+2% +$944 ﹤0.01% 1126
2020
Q4
$40K Hold
7,824
﹤0.01% 1193
2020
Q3
$30K Hold
7,824
﹤0.01% 1279
2020
Q2
$22K Buy
7,824
+858
+12% +$2.01K ﹤0.01% 1377
2020
Q1
$14K Sell
6,966
-3,928
-36% -$13.3K ﹤0.01% 1457
2019
Q4
$41K Sell
10,894
-1,384
-11% -$5.27K ﹤0.01% 1103
2019
Q3
$48K Buy
12,278
+6,957
+131% +$25.5K ﹤0.01% 1005
2019
Q2
$23K Buy
5,321
+2,024
+61% +$9.04K ﹤0.01% 1217
2019
Q1
$15K Sell
3,297
-13
-0.4% -$65 ﹤0.01% 1333
2018
Q4
$15K Buy
3,310
+172
+5% +$917 ﹤0.01% 1166
2018
Q3
$22K Buy
3,138
+58
+2% +$407 ﹤0.01% 1102
2018
Q2
$20K Sell
3,080
-1,027
-25% -$6.5K ﹤0.01% 1048
2018
Q1
$27K Sell
4,107
-375
-8% -$2.81K ﹤0.01% 887
2017
Q4
$34K Buy
4,482
+818
+22% +$6.47K 0.01% 824
2017
Q3
$29K Sell
3,664
-97
-3% -$920 0.01% 866
2017
Q2
$37K Buy
3,761
+358
+11% +$3.15K 0.01% 778
2017
Q1
$29K Buy
+3,403
New +$28.6K 0.01% 816

Other funds holding CX