Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.06K Buy
+176
New +$1.09K ﹤0.01% 1270
2025
Q4
Sell
-5,603
Closed -$43.3K 2240
2025
Q3
$43.3K Sell
5,603
-10,343
-65% -$87.2K 0.01% 923
2025
Q2
$135K Buy
15,946
+8,240
+107% +$66K 0.03% 449
2025
Q1
$64.3K Buy
7,706
+7,557
+5,072% +$66.1K 0.02% 690
2024
Q4
$1.26K Buy
+149
New +$1.19K ﹤0.01% 1527
2024
Q2
Sell
-181
Closed -$2.22K 1858
2024
Q1
$2.22K Sell
181
-849
-82% -$10.8K ﹤0.01% 1481
2023
Q4
$12.4K Buy
1,030
+299
+41% +$4.1K 0.01% 1001
2023
Q3
$10.1K Buy
731
+259
+55% +$3.71K 0.01% 901
2023
Q2
$6.53K Buy
+472
New +$6.1K ﹤0.01% 924
2023
Q1
Sell
-3,863
Closed -$31.6K 1090
2022
Q4
$31.6K Buy
+3,863
New +$33.4K 0.03% 198

Other funds holding CXM