Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$87.6K Sell
7,661
-2,097
-21% -$25K ﹤0.01% 2448
2025
Q4
$112K Sell
9,758
-1,283
-12% -$13.3K ﹤0.01% 2307
2025
Q3
$99.3K Buy
11,041
+3,119
+39% +$26.6K ﹤0.01% 2355
2025
Q2
$54.9K Sell
7,922
-62,988
-89% -$399K ﹤0.01% 2741
2025
Q1
$398K Sell
70,910
-6,035
-8% -$36.5K ﹤0.01% 1613
2024
Q4
$434K Buy
76,945
+68,983
+866% +$392K ﹤0.01% 1569
2024
Q3
$48.6K Buy
7,962
+855
+12% +$5.37K ﹤0.01% 2753
2024
Q2
$45.4K Buy
7,107
+867
+14% +$6.64K ﹤0.01% 2715
2024
Q1
$56.2K Sell
6,240
-10,766
-63% -$86.2K ﹤0.01% 2622
2023
Q4
$132K Buy
17,006
+9,978
+142% +$67.8K ﹤0.01% 2218
2023
Q3
$45.7K Sell
7,028
-1,738
-20% -$12.9K ﹤0.01% 2492
2023
Q2
$62.1K Sell
8,766
-590
-6% -$3.75K ﹤0.01% 2410
2023
Q1
$51.7K Buy
9,356
+377
+4% +$1.92K ﹤0.01% 2492
2022
Q4
$36.4K Sell
8,979
-3,306
-27% -$13.2K ﹤0.01% 2698
2022
Q3
$42K Buy
12,285
+2,102
+21% +$8.31K ﹤0.01% 2639
2022
Q2
$40K Buy
10,183
+733
+8% +$3.14K ﹤0.01% 2697
2022
Q1
$50K Sell
9,450
-5,787
-38% -$32.8K ﹤0.01% 2625
2021
Q4
$104K Sell
15,237
-4,303
-22% -$28K ﹤0.01% 2277
2021
Q3
$141K Sell
19,540
-129
-0.7% -$1.02K ﹤0.01% 2112
2021
Q2
$165K Sell
19,669
-4,790
-20% -$38.1K ﹤0.01% 2049
2021
Q1
$171K Sell
24,459
-293,483
-92% -$1.9M ﹤0.01% 1996
2020
Q4
$1.64M Buy
317,942
+306,095
+2,584% +$1.4M ﹤0.01% 890
2020
Q3
$45K Buy
11,847
+240
+2% +$785 ﹤0.01% 2448
2020
Q2
$33K Sell
11,607
-1,144
-9% -$2.68K ﹤0.01% 2594
2020
Q1
$27K Sell
12,751
-284
-2% -$960 ﹤0.01% 2624
2019
Q4
$49K Sell
13,035
-3,531
-21% -$13.4K ﹤0.01% 2488
2019
Q3
$65K Sell
16,566
-64,323
-80% -$236K ﹤0.01% 2344
2019
Q2
$342K Sell
80,889
-9,126
-10% -$40.7K ﹤0.01% 1585
2019
Q1
$418K Buy
90,015
+1,898
+2% +$9.5K ﹤0.01% 1459
2018
Q4
$424K Sell
88,117
-12,343
-12% -$65.8K ﹤0.01% 1417
2018
Q3
$707K Buy
100,460
+1,088
+1% +$7.63K ﹤0.01% 1292
2018
Q2
$652K Buy
99,372
+3,038
+3% +$19.2K ﹤0.01% 1319
2018
Q1
$638K Buy
96,334
+8,101
+9% +$60.7K ﹤0.01% 1329
2017
Q4
$661K Buy
88,233
+3,606
+4% +$28.5K ﹤0.01% 1301
2017
Q3
$768K Buy
84,627
+36,176
+75% +$343K ﹤0.01% 1213
2017
Q2
$456K Buy
48,451
+24,501
+102% +$216K ﹤0.01% 1448
2017
Q1
$209K Sell
23,950
-9,314
-28% -$78.3K ﹤0.01% 1797
2016
Q4
$256K Buy
33,264
+12,871
+63% +$102K ﹤0.01% 1689
2016
Q3
$156K Buy
20,393
+12,302
+152% +$90.6K ﹤0.01% 1864
2016
Q2
$48K Buy
8,091
+31
+0.4% +$199 ﹤0.01% 2421
2016
Q1
$54K Sell
8,060
-102,193
-93% -$503K ﹤0.01% 2348
2015
Q4
$567K Buy
110,253
+1,682
+2% +$9.83K ﹤0.01% 1243
2015
Q3
$702K Buy
108,571
+462
+0.4% +$3.43K ﹤0.01% 1138
2015
Q2
$915K Buy
108,109
+1,273
+1% +$11.4K ﹤0.01% 1065
2015
Q1
$899K Sell
106,836
-934
-0.9% -$8.04K ﹤0.01% 1061
2014
Q4
$977K Sell
107,770
-110
-0.1% -$1.14K ﹤0.01% 1004
2014
Q3
$1.25M Sell
107,880
-176
-0.2% -$2.04K 0.01% 885
2014
Q2
$1.27M Sell
108,056
-5
-0% -$57 0.01% 890
2014
Q1
$1.17M Buy
108,061
+750
+0.7% +$8.08K ﹤0.01% 895
2013
Q4
$1.09M Buy
107,311
+966
+0.9% +$9.07K ﹤0.01% 886
2013
Q3
$1.02M Hold
106,345
﹤0.01% 891
2013
Q2
$962K Buy
+106,345
New +$1.02M ﹤0.01% 872

Other funds holding CX