Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$339K Buy
26,625
+108
+0.4% +$1.31K ﹤0.01% 2326
2025
Q4
$335K Buy
26,517
+20
+0.1% +$221 ﹤0.01% 2263
2025
Q3
$242K Buy
26,497
+35
+0.1% +$360 ﹤0.01% 2441
2025
Q2
$282K Hold
26,462
﹤0.01% 2246
2025
Q1
$290K Hold
26,462
﹤0.01% 2161
2024
Q4
$331K Buy
26,462
+11
+0% +$120 ﹤0.01% 2100
2024
Q3
$227K Hold
26,451
﹤0.01% 2288
2024
Q2
$216K Buy
+26,451
New +$242K ﹤0.01% 2464
2022
Q4
Sell
-72,443
Closed -$381K 2588
2022
Q3
$381K Buy
72,443
+21,803
+43% +$119K ﹤0.01% 1965
2022
Q2
$245K Sell
50,640
-7,947
-14% -$53K ﹤0.01% 2338
2022
Q1
$462K Sell
58,587
-11,553
-16% -$68.3K ﹤0.01% 2052
2021
Q4
$318K Sell
70,140
-3,435
-5% -$16.6K ﹤0.01% 2322
2021
Q3
$343K Hold
73,575
﹤0.01% 2246
2021
Q2
$423K Buy
73,575
+28,207
+62% +$168K ﹤0.01% 2177
2021
Q1
$228K Buy
45,368
+3,734
+9% +$18.2K ﹤0.01% 2446
2020
Q4
$192K Hold
41,634
﹤0.01% 2388
2020
Q3
$112K Hold
41,634
﹤0.01% 2349
2020
Q2
$118K Sell
41,634
-277
-0.7% -$885 ﹤0.01% 2277
2020
Q1
$140K Buy
41,911
+31,226
+292% +$149K ﹤0.01% 2205
2019
Q4
$72K Buy
+10,685
New +$55.2K ﹤0.01% 2435

Other funds holding CRESY