Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.94M Buy
169,314
+120,544
+247% +$1.44M ﹤0.01% 2200
2025
Q4
$560K Buy
+48,770
New +$504K ﹤0.01% 3114
2025
Q3
Sell
-190,724
Closed -$1.32M 4486
2025
Q2
$1.32M Buy
+190,724
New +$1.21M ﹤0.01% 2423
2025
Q1
Sell
-31,048
Closed -$175K 4749
2024
Q4
$175K Buy
+31,048
New +$176K ﹤0.01% 4516
2024
Q3
Sell
-81,324
Closed -$520K 4226
2024
Q2
$520K Sell
81,324
-21,081
-21% -$161K ﹤0.01% 3046
2024
Q1
$923K Buy
102,405
+60,941
+147% +$488K ﹤0.01% 2654
2023
Q4
$321K Sell
41,464
-16,141
-28% -$110K ﹤0.01% 3311
2023
Q3
$374K Buy
+57,605
New +$428K ﹤0.01% 3003
2023
Q2
Sell
-54,965
Closed -$304K 3645
2023
Q1
$304K Sell
54,965
-94,322
-63% -$479K ﹤0.01% 2567
2022
Q4
$605K Sell
149,287
-9,017
-6% -$36K ﹤0.01% 2164
2022
Q3
$543K Buy
158,304
+19,380
+14% +$76.6K ﹤0.01% 2164
2022
Q2
$545K Sell
138,924
-19,943
-13% -$85.5K 0.01% 1968
2022
Q1
$840K Buy
158,867
+148,327
+1,407% +$840K 0.01% 1694
2021
Q4
$71K Sell
10,540
-132,046
-93% -$860K ﹤0.01% 2984
2021
Q3
$1.02M Sell
142,586
-57,493
-29% -$454K 0.01% 1551
2021
Q2
$1.68M Buy
200,079
+159,559
+394% +$1.27M 0.01% 1298
2021
Q1
$282K Sell
40,520
-79,246
-66% -$512K ﹤0.01% 2457
2020
Q4
$619K Buy
119,766
+39,572
+49% +$182K 0.01% 1648
2020
Q3
$305K Buy
80,194
+34,301
+75% +$112K ﹤0.01% 1785
2020
Q2
$132K Buy
+45,893
New +$108K ﹤0.01% 1949
2019
Q4
Sell
-453,229
Closed -$1.78M 2534
2019
Q3
$1.78M Buy
+453,229
New +$1.66M 0.02% 908
2019
Q2
Sell
-192,728
Closed -$894K 2422
2019
Q1
$894K Buy
192,728
+177,154
+1,137% +$886K 0.01% 1164
2018
Q4
$75K Sell
15,574
-36,926
-70% -$197K ﹤0.01% 1823
2018
Q3
$370K Buy
+52,500
New +$368K ﹤0.01% 1445
2018
Q2
Sell
-39,422
Closed -$261K 1790
2018
Q1
$261K Buy
39,422
+11,174
+40% +$83.7K ﹤0.01% 1378
2017
Q4
$212K Buy
+28,248
New +$223K ﹤0.01% 1757
2017
Q2
Sell
-20,747
Closed -$181K 1575
2017
Q1
$181K Sell
20,747
-14,457
-41% -$122K 0.01% 1313
2016
Q4
$272K Sell
35,204
-3,428
-9% -$27.2K 0.01% 1210
2016
Q3
$295K Buy
+38,632
New +$284K 0.02% 732

Other funds holding CX