Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.91M Sell
12,991
-39
-0.3% -$16.7K 0.09% 295
2025
Q4
$5.58M Buy
13,030
+12,425
+2,054% +$5.41M 0.15% 100
2025
Q3
$271K Sell
605
-814
-57% -$369K 0.01% 1585
2025
Q2
$691K Buy
1,419
+1,019
+255% +$581K 0.03% 890
2025
Q1
$246K Sell
400
-4,881
-92% -$2.77M 0.01% 1556
2024
Q4
$2.8M Buy
5,281
+2,438
+86% +$1.37M 0.23% 42
2024
Q3
$1.71M Buy
2,843
+1,499
+112% +$850K 0.12% 192
2024
Q2
$729K Buy
1,344
+458
+52% +$262K 0.06% 485
2024
Q1
$569K Buy
886
+206
+30% +$125K 0.08% 415
2023
Q4
$398K Sell
680
-87
-11% -$48.7K 0.09% 402
2023
Q3
$399K Buy
767
+223
+41% +$116K 0.07% 543
2023
Q2
$295K Sell
544
-643
-54% -$352K 0.05% 738
2023
Q1
$638K Buy
1,187
+436
+58% +$222K 0.13% 180
2022
Q4
$383K Buy
+751
New +$366K 0.08% 433
2021
Q4
Sell
-1,379
Closed -$641K 718
2021
Q3
$641K Sell
1,379
-624
-31% -$294K 0.22% 116
2021
Q2
$950K Buy
+2,003
New +$962K 0.32% 50

Other funds holding CHE