Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$100K Sell
54,939
-47,044
-46% -$103K ﹤0.01% 4069
2025
Q4
$210K Buy
+101,983
New +$177K ﹤0.01% 3839
2025
Q2
Sell
-41,765
Closed -$58.1K 4545
2025
Q1
$58.1K Sell
41,765
-450,967
-92% -$755K ﹤0.01% 4318
2024
Q4
$759K Buy
492,732
+470,178
+2,085% +$809K ﹤0.01% 3330
2024
Q3
$39.2K Buy
+22,554
New +$47.3K ﹤0.01% 3993
2024
Q2
Sell
-24,245
Closed -$45.8K 4118
2024
Q1
$45.8K Sell
24,245
-14,054
-37% -$28.7K ﹤0.01% 3885
2023
Q4
$82.7K Buy
+38,299
New +$63.1K ﹤0.01% 3784
2023
Q1
Sell
-112,413
Closed -$410K 3283
2022
Q4
$410K Sell
112,413
-184,017
-62% -$694K ﹤0.01% 2398
2022
Q3
$1.07M Buy
+296,430
New +$1.42M 0.01% 1725
2022
Q2
Sell
-16,600
Closed -$91K 2924
2022
Q1
$91K Sell
16,600
-116,682
-88% -$646K ﹤0.01% 2612
2021
Q4
$908K Buy
133,282
+79,939
+150% +$538K ﹤0.01% 1756
2021
Q3
$325K Sell
53,343
-88,343
-62% -$515K ﹤0.01% 2215
2021
Q2
$837K Buy
141,686
+10,903
+8% +$63.9K ﹤0.01% 1766
2021
Q1
$786K Sell
130,783
-53,754
-29% -$366K ﹤0.01% 1699
2020
Q4
$1.28M Sell
184,537
-4,817
-3% -$31.6K 0.01% 1176
2020
Q3
$1.19M Sell
189,354
-188,861
-50% -$1.25M 0.02% 902
2020
Q2
$2.5M Buy
+378,215
New +$2.17M 0.04% 557
2020
Q1
Sell
-108,116
Closed -$456K 1932
2019
Q4
$456K Buy
+108,116
New +$466K ﹤0.01% 1820
2019
Q1
Sell
-33,321
Closed -$169K 2163
2018
Q4
$169K Sell
33,321
-13,235
-28% -$76.8K ﹤0.01% 1730
2018
Q3
$336K Sell
46,556
-16,003
-26% -$116K ﹤0.01% 1481
2018
Q2
$417K Buy
62,559
+14,759
+31% +$90.5K 0.01% 1252
2018
Q1
$262K Buy
47,800
+22,360
+88% +$102K ﹤0.01% 1375
2017
Q4
$86K Buy
+25,440
New +$86.1K ﹤0.01% 1976
2017
Q1
Sell
-39,700
Closed -$173K 1551
2016
Q4
$173K Sell
39,700
-19,928
-33% -$104K 0.01% 1488
2016
Q3
$370K Buy
+59,628
New +$390K 0.02% 662
2016
Q1
Sell
-14,200
Closed -$90K 1196
2015
Q4
$90K Buy
+14,200
New +$75.6K 0.01% 1144

Other funds holding CERS