Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.9M Buy
165,747
+19,325
+13% +$230K 0.02% 637
2025
Q4
$1.68M Buy
146,422
+5,736
+4% +$59.3K 0.02% 627
2025
Q3
$1.26M Buy
140,686
+9,524
+7% +$81.3K 0.01% 730
2025
Q2
$909K Buy
131,162
+12,135
+10% +$76.9K 0.01% 783
2025
Q1
$668K Buy
119,027
+57,279
+93% +$347K 0.01% 881
2024
Q4
$348K Sell
61,748
-12,845
-17% -$73K 0.01% 1117
2024
Q3
$455K Sell
74,593
-16,818
-18% -$106K 0.01% 977
2024
Q2
$584K Buy
91,411
+31,195
+52% +$239K 0.02% 805
2024
Q1
$543K Buy
60,216
+27,822
+86% +$223K 0.01% 791
2023
Q4
$251K Buy
32,394
+8,956
+38% +$60.9K 0.01% 1098
2023
Q3
$152K Buy
+23,438
New +$174K ﹤0.01% 1164

Other funds holding CX