Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-13,456
Closed -$104K 210
2023
Q4
$104K Sell
13,456
-2
-0% -$14 0.04% 206
2023
Q3
$87.5K Sell
13,458
-1,094
-8% -$8.12K 0.04% 197
2023
Q2
$103K Buy
+14,552
New +$92.6K 0.04% 214
2021
Q4
Sell
-18,589
Closed -$133K 249
2021
Q3
$133K Buy
18,589
+44
+0.2% +$347 0.06% 233
2021
Q2
$156K Sell
18,545
-7,829
-30% -$62.3K 0.04% 239
2021
Q1
$184K Buy
26,374
+5,522
+26% +$35.7K 0.04% 226
2020
Q4
$108K Buy
+20,852
New +$95.6K 0.03% 230

Other funds holding CX