Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.82M Buy
2,099,353
+956,851
+84% +$2.08M ﹤0.01% 4346
2025
Q4
$2.35M Buy
1,142,502
+793,244
+227% +$1.37M ﹤0.01% 4820
2025
Q3
$555K Buy
349,258
+72,373
+26% +$97.7K ﹤0.01% 6015
2025
Q2
$390K Sell
276,885
-8,285
-3% -$11K ﹤0.01% 6216
2025
Q1
$396K Sell
285,170
-1,023,832
-78% -$1.71M ﹤0.01% 6033
2024
Q4
$2.02M Buy
1,309,002
+1,066,666
+440% +$1.83M ﹤0.01% 4706
2024
Q3
$422K Buy
242,336
+11,898
+5% +$25K ﹤0.01% 5350
2024
Q2
$406K Sell
230,438
-118,570
-34% -$212K ﹤0.01% 5169
2024
Q1
$660K Sell
349,008
-57,476
-14% -$117K ﹤0.01% 4964
2023
Q4
$878K Buy
406,484
+100,136
+33% +$165K ﹤0.01% 4615
2023
Q3
$496K Sell
306,348
-19,050
-6% -$39.6K ﹤0.01% 4659
2023
Q2
$800K Buy
325,398
+124,573
+62% +$296K ﹤0.01% 4436
2023
Q1
$596K Sell
200,825
-512,124
-72% -$1.54M ﹤0.01% 4555
2022
Q4
$2.6M Buy
712,949
+45,516
+7% +$172K ﹤0.01% 3123
2022
Q3
$2.4M Sell
667,433
-794
-0.1% -$3.8K ﹤0.01% 3005
2022
Q2
$3.54M Sell
668,227
-10,020
-1% -$50K ﹤0.01% 2666
2022
Q1
$3.72M Sell
678,247
-23,938
-3% -$133K ﹤0.01% 2833
2021
Q4
$4.78M Buy
702,185
+87,135
+14% +$587K ﹤0.01% 2871
2021
Q3
$3.75M Buy
615,050
+573,420
+1,377% +$3.34M ﹤0.01% 2977
2021
Q2
$246K Sell
41,630
-190,303
-82% -$1.12M ﹤0.01% 5206
2021
Q1
$1.39M Buy
231,933
+65,002
+39% +$442K ﹤0.01% 3910
2020
Q4
$1.16M Sell
166,931
-284,027
-63% -$1.86M ﹤0.01% 3893
2020
Q3
$2.82M Buy
450,958
+25,297
+6% +$168K ﹤0.01% 2727
2020
Q2
$2.81M Buy
425,661
+297,575
+232% +$1.71M ﹤0.01% 2563
2020
Q1
$596K Buy
128,086
+83,491
+187% +$378K ﹤0.01% 3799
2019
Q4
$188K Sell
44,595
-9,488
-18% -$40.9K ﹤0.01% 5646
2019
Q3
$279K Buy
54,083
+21,916
+68% +$117K ﹤0.01% 4999
2019
Q2
$181K Sell
32,167
-19,754
-38% -$109K ﹤0.01% 4974
2019
Q1
$323K Sell
51,921
-24,728
-32% -$150K ﹤0.01% 4332
2018
Q4
$389K Buy
76,649
+29,584
+63% +$172K ﹤0.01% 4451
2018
Q3
$339K Sell
47,065
-17,655
-27% -$128K ﹤0.01% 4673
2018
Q2
$432K Buy
64,720
+9,527
+17% +$58.4K ﹤0.01% 4429
2018
Q1
$302K Buy
55,193
+499
+0.9% +$2.27K ﹤0.01% 4515
2017
Q4
$185K Sell
54,694
-20,794
-28% -$70.4K ﹤0.01% 4963
2017
Q3
$206K Buy
75,488
+20,218
+37% +$49.6K ﹤0.01% 4824
2017
Q2
$139K Buy
55,270
+157
+0.3% +$503 ﹤0.01% 4979
2017
Q1
$246K Sell
55,113
-1,375
-2% -$5.83K ﹤0.01% 4524
2016
Q4
$245K Buy
56,488
+4,988
+10% +$25.9K ﹤0.01% 4653
2016
Q3
$320K Sell
51,500
-500
-1% -$3.27K ﹤0.01% 4215
2016
Q2
$324K Sell
52,000
-1,000
-2% -$5.95K ﹤0.01% 4213
2016
Q1
$315K Sell
53,000
-4,113
-7% -$22.8K ﹤0.01% 4150
2015
Q4
$361K Sell
57,113
-4,523
-7% -$24.1K ﹤0.01% 4202
2015
Q3
$279K Sell
61,636
-20
-0% -$104 ﹤0.01% 4372
2015
Q2
$320K Buy
61,656
+4,494
+8% +$21.3K ﹤0.01% 4471
2015
Q1
$239K Buy
57,162
+2,962
+5% +$15.2K ﹤0.01% 4733
2014
Q4
$338K Buy
+54,200
New +$246K ﹤0.01% 4556

Other funds holding CERS