Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$6.42K Sell
131
-46
-26% -$2.14K ﹤0.01% 729
2025
Q4
$7.72K Buy
177
+44
+33% +$2.01K ﹤0.01% 735
2025
Q3
$5.99K Sell
133
-118
-47% -$5.18K ﹤0.01% 734
2025
Q2
$10.9K Sell
251
-88
-26% -$3.92K ﹤0.01% 763
2025
Q1
$15.6K Buy
+339
New +$14.2K ﹤0.01% 736
2024
Q3
Sell
-85
Closed -$2.94K 625
2024
Q2
$2.94K Buy
+85
New +$3.14K ﹤0.01% 574
2023
Q4
Sell
-80
Closed -$3.02K 622
2023
Q3
$3.02K Hold
80
﹤0.01% 549
2023
Q2
$3.26K Sell
80
-1,826
-96% -$75.5K ﹤0.01% 533
2023
Q1
$79.8K Hold
1,906
0.01% 333
2022
Q4
$82.4K Hold
1,906
0.01% 348
2022
Q3
$71K Sell
1,906
-100
-5% -$4.42K 0.01% 349
2022
Q2
$91K Buy
2,006
+100
+5% +$4.7K 0.01% 333
2022
Q1
$91K Sell
1,906
-766
-29% -$32.4K 0.01% 372
2021
Q4
$110K Hold
2,672
0.01% 324
2021
Q3
$92K Buy
+2,672
New +$91.3K 0.01% 304
2015
Q2
Sell
-42,757
Closed -$1.02M 222
2015
Q1
$1.02M Sell
42,757
-32,835
-43% -$813K 0.15% 137
2014
Q4
$2M Buy
75,592
+18,582
+33% +$477K 0.31% 95
2014
Q3
$1.39M Buy
+57,010
New +$1.34M 0.21% 121

Other funds holding EXC