Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$264K Sell
20,759
-718
-3% -$8.73K ﹤0.01% 1032
2025
Q4
$271K Sell
21,477
-115
-0.5% -$1.27K 0.01% 939
2025
Q3
$197K Sell
21,592
-1,508
-7% -$15.5K ﹤0.01% 984
2025
Q2
$246K Sell
23,100
-931
-4% -$10.4K 0.01% 858
2025
Q1
$263K Sell
24,031
-120
-0.5% -$1.39K 0.01% 781
2024
Q4
$302K Sell
24,151
-1,823
-7% -$19.9K 0.01% 701
2024
Q3
$223K Sell
25,974
-2,837
-10% -$22.9K 0.01% 789
2024
Q2
$235K Sell
28,811
-1,027
-3% -$9.39K 0.01% 722
2024
Q1
$264K Sell
29,838
-5,850
-16% -$49.6K 0.01% 672
2023
Q4
$335K Sell
35,688
-1,184
-3% -$9.68K 0.01% 575
2023
Q3
$242K Sell
36,872
-1,386
-4% -$10.3K 0.01% 602
2023
Q2
$290K Sell
38,258
-434
-1% -$2.84K 0.01% 545
2023
Q1
$237K Sell
38,692
-16,788
-30% -$110K 0.01% 574
2022
Q4
$357K Sell
55,480
-8,629
-13% -$46.2K 0.02% 431
2022
Q3
$337K Sell
64,109
-30,884
-33% -$168K 0.02% 510
2022
Q2
$460K Sell
94,993
-41,453
-30% -$276K 0.03% 335
2022
Q1
$1.07M Buy
136,446
+47,882
+54% +$283K 0.07% 167
2021
Q4
$402K Sell
88,564
-3,502
-4% -$16.9K 0.03% 347
2021
Q3
$429K Sell
92,066
-19,342
-17% -$108K 0.03% 302
2021
Q2
$640K Buy
111,408
+44,306
+66% +$264K 0.05% 208
2021
Q1
$337K Buy
+67,102
New +$328K 0.03% 282

Other funds holding CRESY