Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$687K Buy
1,820
+396
+28% +$170K ﹤0.01% 884
2025
Q4
$609K Sell
1,424
-303
-18% -$132K ﹤0.01% 871
2025
Q3
$773K Sell
1,727
-21
-1% -$9.51K 0.01% 787
2025
Q2
$851K Sell
1,748
-97
-5% -$55.3K 0.01% 752
2025
Q1
$1.14M Sell
1,845
-128
-6% -$72.8K 0.01% 646
2024
Q4
$1.05M Buy
1,973
+103
+6% +$58.1K 0.01% 710
2024
Q3
$1.12M Sell
1,870
-14
-0.7% -$7.94K 0.01% 671
2024
Q2
$1.02M Sell
1,884
-1,083
-37% -$620K 0.01% 673
2024
Q1
$1.9M Buy
2,967
+24
+0.8% +$14.6K 0.02% 532
2023
Q4
$1.72M Sell
2,943
-31
-1% -$17.3K 0.02% 511
2023
Q3
$1.55M Buy
2,974
+54
+2% +$28.1K 0.02% 527
2023
Q2
$1.58M Buy
2,920
+448
+18% +$245K 0.02% 521
2023
Q1
$1.33M Sell
2,472
-10
-0.4% -$5.1K 0.02% 560
2022
Q4
$1.27M Buy
2,482
+202
+9% +$98.3K 0.02% 559
2022
Q3
$995K Sell
2,280
-3
-0.1% -$1.44K 0.02% 580
2022
Q2
$1.07M Buy
2,283
+205
+10% +$100K 0.02% 556
2022
Q1
$1.05M Sell
2,078
-36
-2% -$17.3K 0.02% 579
2021
Q4
$1.12M Sell
2,114
-91
-4% -$43.7K 0.02% 567
2021
Q3
$1.03M Sell
2,205
-46
-2% -$21.7K 0.02% 541
2021
Q2
$1.07M Sell
2,251
-1,027
-31% -$493K 0.02% 564
2021
Q1
$1.51M Sell
3,278
-1
-0% -$490 0.03% 375
2020
Q4
$1.75M Sell
3,279
-17
-0.5% -$8.35K 0.04% 337
2020
Q3
$1.58M Buy
3,296
+269
+9% +$132K 0.04% 329
2020
Q2
$1.36M Buy
+3,027
New +$1.35M 0.04% 321

Other funds holding CHE