Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$985K Sell
2,114
-129
-6% -$54.2K 0.08% 123
2026
Q1
$847K Sell
2,243
-14
-0.6% -$6K 0.07% 147
2025
Q4
$966K Sell
2,257
-95
-4% -$41.4K 0.08% 125
2025
Q3
$1.05M Sell
2,352
-213
-8% -$96.5K 0.09% 114
2025
Q2
$1.25M Sell
2,565
-106
-4% -$60.4K 0.12% 91
2025
Q1
$1.64M Sell
2,671
-916
-26% -$521K 0.15% 72
2024
Q4
$1.9M Sell
3,587
-701
-16% -$395K 0.13% 76
2024
Q3
$2.58M Sell
4,288
-25
-0.6% -$14.2K 0.19% 51
2024
Q2
$2.34M Buy
4,313
+22
+0.5% +$12.6K 0.19% 55
2024
Q1
$2.75M Buy
4,291
+315
+8% +$191K 0.22% 50
2023
Q4
$2.32M Buy
+3,976
New +$2.22M 0.19% 56

Other funds holding CHE