Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-16,719
Closed -$192K 1751
2025
Q4
$192K Buy
+16,719
New +$173K 0.01% 1037
2021
Q4
Sell
-32,324
Closed -$232K 1799
2021
Q3
$232K Buy
+32,324
New +$255K 0.02% 848
2021
Q1
Sell
-47,439
Closed -$245K 1669
2020
Q4
$245K Buy
+47,439
New +$218K 0.03% 748
2019
Q4
$130K Buy
34,359
+17,313
+102% +$65.9K 0.01% 1030
2019
Q3
$67K Sell
17,046
-126,657
-88% -$464K 0.01% 1153
2019
Q2
$609K Buy
143,703
+37,141
+35% +$166K 0.04% 460
2019
Q1
$494K Sell
106,562
-71,808
-40% -$359K 0.04% 568
2018
Q4
$860K Buy
178,370
+142,249
+394% +$759K 0.07% 318
2018
Q3
$254K Buy
36,121
+23,457
+185% +$164K 0.02% 940
2018
Q2
$83K Sell
12,664
-83,534
-87% -$528K 0.01% 1682
2018
Q1
$637K Buy
96,198
+69,606
+262% +$521K 0.03% 570
2017
Q4
$199K Sell
26,592
-58,612
-69% -$463K 0.01% 1694
2017
Q3
$774K Buy
+85,204
New +$808K 0.04% 592
2016
Q4
Sell
-32,431
Closed -$248K 456
2016
Q3
$248K Sell
32,431
-617,659
-95% -$4.55M 0.04% 298
2016
Q2
$3.86M Buy
+650,090
New +$4.17M 0.51% 32
2015
Q4
Sell
-149,913
Closed -$969K 374
2015
Q3
$969K Buy
149,913
+137,625
+1,120% +$1.02M 0.13% 160
2015
Q2
$104K Buy
+12,288
New +$110K 0.01% 293
2015
Q1
Sell
-145,863
Closed -$1.32M 297
2014
Q4
$1.32M Buy
+145,863
New +$1.52M 0.17% 114
2014
Q2
Sell
-864,531
Closed -$9.33M 329
2014
Q1
$9.33M Buy
+864,531
New +$9.32M 1.33% 14
2013
Q4
Sell
-614,256
Closed -$5.87M 262
2013
Q3
$5.87M Buy
614,256
+558,668
+1,005% +$5.49M 0.59% 28
2013
Q2
$503K Buy
+55,588
New +$535K 0.05% 193

Other funds holding CX