Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$50K Buy
+4,359
New +$52K ﹤0.01% 593
2024
Q2
Sell
-180
Closed -$1K 1016
2024
Q1
$1K Buy
+180
New +$1.44K ﹤0.01% 1042
2019
Q3
Sell
-1,406
Closed -$6K 998
2019
Q2
$6K Hold
1,406
﹤0.01% 779
2019
Q1
$7K Sell
1,406
-129
-8% -$645 ﹤0.01% 712
2018
Q4
$7K Hold
1,535
﹤0.01% 698
2018
Q3
$11K Hold
1,535
﹤0.01% 713
2018
Q2
$10K Hold
1,535
﹤0.01% 733
2018
Q1
$10K Hold
1,535
﹤0.01% 720
2017
Q4
$12K Sell
1,535
-5,423
-78% -$42.9K ﹤0.01% 722
2017
Q3
$63K Sell
6,958
-1,447
-17% -$13.7K 0.01% 487
2017
Q2
$80K Sell
8,405
-1,291
-13% -$11.4K 0.01% 445
2017
Q1
$85K Buy
+9,696
New +$81.5K 0.01% 434

Other funds holding CX