Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$172K Sell
94,595
-133,868
-59% -$292K ﹤0.01% 4795
2025
Q4
$471K Buy
228,463
+87,071
+62% +$151K ﹤0.01% 4544
2025
Q3
$225K Buy
141,392
+27,001
+24% +$36.5K ﹤0.01% 4875
2025
Q2
$161K Buy
114,391
+9,243
+9% +$12.3K ﹤0.01% 4896
2025
Q1
$146K Buy
105,148
+2,116
+2% +$3.54K ﹤0.01% 4884
2024
Q4
$159K Buy
103,032
+9,010
+10% +$15.5K ﹤0.01% 4927
2024
Q3
$164K Sell
94,022
-7,320
-7% -$15.4K ﹤0.01% 4713
2024
Q2
$178K Buy
101,342
+6,461
+7% +$11.6K ﹤0.01% 4588
2024
Q1
$179K Buy
94,881
+15,037
+19% +$30.7K ﹤0.01% 4539
2023
Q4
$172K Buy
79,844
+13,551
+20% +$22.3K ﹤0.01% 4554
2023
Q3
$107K Sell
66,293
-41,251
-38% -$85.7K ﹤0.01% 4742
2023
Q2
$265K Buy
107,544
+42,101
+64% +$100K ﹤0.01% 4405
2023
Q1
$194K Buy
65,443
+40,537
+163% +$122K ﹤0.01% 4447
2022
Q4
$90.9K Sell
24,906
-15,009
-38% -$56.6K ﹤0.01% 4580
2022
Q3
$144K Sell
39,915
-10,141
-20% -$48.5K ﹤0.01% 4416
2022
Q2
$266K Sell
50,056
-69,311
-58% -$346K ﹤0.01% 4130
2022
Q1
$655K Sell
119,367
-55,660
-32% -$308K ﹤0.01% 4214
2021
Q4
$1.19M Buy
175,027
+84,599
+94% +$570K ﹤0.01% 3981
2021
Q3
$552K Buy
90,428
+45,725
+102% +$267K ﹤0.01% 4607
2021
Q2
$264K Sell
44,703
-209,407
-82% -$1.23M ﹤0.01% 4913
2021
Q1
$1.53M Sell
254,110
-115,191
-31% -$784K ﹤0.01% 3930
2020
Q4
$2.56M Sell
369,301
-20,546
-5% -$135K ﹤0.01% 3308
2020
Q3
$2.44M Sell
389,847
-20,036
-5% -$133K ﹤0.01% 3154
2020
Q2
$2.7M Buy
409,883
+281,862
+220% +$1.62M ﹤0.01% 3030
2020
Q1
$595K Sell
128,021
-11,490
-8% -$52K ﹤0.01% 3912
2019
Q4
$588K Sell
139,511
-12,314
-8% -$53.1K ﹤0.01% 4240
2019
Q3
$783K Buy
151,825
+21,516
+17% +$115K ﹤0.01% 4031
2019
Q2
$732K Sell
130,309
-10,053
-7% -$55.6K ﹤0.01% 4115
2019
Q1
$874K Sell
140,362
-10,910
-7% -$66.2K ﹤0.01% 3983
2018
Q4
$768K Sell
151,272
-8,518
-5% -$49.4K ﹤0.01% 4045
2018
Q3
$1.15M Buy
159,790
+3,262
+2% +$23.7K ﹤0.01% 3862
2018
Q2
$1.04M Sell
156,528
-7,802
-5% -$47.9K ﹤0.01% 3970
2018
Q1
$900K Sell
164,330
-878
-0.5% -$3.99K ﹤0.01% 3993
2017
Q4
$558K Sell
165,208
-42,476
-20% -$144K ﹤0.01% 4315
2017
Q3
$566K Sell
207,684
-812,686
-80% -$1.99M ﹤0.01% 4242
2017
Q2
$2.56M Sell
1,020,370
-2,202,088
-68% -$7.05M ﹤0.01% 3005
2017
Q1
$14.3M Buy
3,222,458
+57,854
+2% +$245K ﹤0.01% 1605
2016
Q4
$13.8M Buy
3,164,604
+537,047
+20% +$2.79M ﹤0.01% 1619
2016
Q3
$16.3M Sell
2,627,557
-2,610,506
-50% -$17.1M 0.01% 1432
2016
Q2
$32.7M Buy
5,238,063
+127,937
+3% +$761K 0.01% 976
2016
Q1
$30.3M Buy
5,110,126
+208,460
+4% +$1.15M 0.01% 1031
2015
Q4
$31M Buy
4,901,666
+1,007,430
+26% +$5.36M 0.01% 1041
2015
Q3
$17.7M Buy
3,894,236
+1,875,028
+93% +$9.7M 0.01% 1375
2015
Q2
$10.5M Buy
2,019,208
+188,444
+10% +$892K ﹤0.01% 1872
2015
Q1
$7.63M Buy
1,830,764
+570,508
+45% +$2.92M ﹤0.01% 2088
2014
Q4
$7.86M Sell
1,260,256
-5,922
-0.5% -$26.9K ﹤0.01% 1997
2014
Q3
$5.08M Sell
1,266,178
-80,217
-6% -$308K ﹤0.01% 2289
2014
Q2
$5.59M Sell
1,346,395
-210,601
-14% -$902K ﹤0.01% 2251
2014
Q1
$7.47M Buy
1,556,996
+185,278
+14% +$1.19M ﹤0.01% 2008
2013
Q4
$8.85M Sell
1,371,718
-79,057
-5% -$497K ﹤0.01% 1809
2013
Q3
$9.75M Sell
1,450,775
-371,712
-20% -$2.02M ﹤0.01% 1679
2013
Q2
$8.06M Buy
+1,822,487
New +$8.82M ﹤0.01% 1743

Other funds holding CERS