Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.66M Buy
232,244
+195,361
+530% +$2.33M 0.05% 634
2025
Q4
$424K Sell
36,883
-149,997
-80% -$1.55M 0.01% 1762
2025
Q3
$1.68M Buy
186,880
+16,008
+9% +$137K 0.09% 275
2025
Q2
$1.18M Buy
+170,872
New +$1.08M 0.05% 569
2025
Q1
Sell
-137,256
Closed -$774K 2538
2024
Q4
$774K Buy
+137,256
New +$780K 0.06% 448
2024
Q2
Sell
-43,180
Closed -$389K 1983
2024
Q1
$389K Buy
43,180
+23,598
+121% +$189K 0.05% 638
2023
Q4
$152K Buy
+19,582
New +$133K 0.03% 1040
2023
Q1
Sell
-38,938
Closed -$158K 1352
2022
Q4
$158K Buy
+38,938
New +$156K 0.03% 911
2021
Q3
Sell
-46,477
Closed -$390K 751
2021
Q2
$390K Sell
46,477
-2,404
-5% -$19.1K 0.13% 264
2021
Q1
$341K Buy
+48,881
New +$316K 0.17% 220

Other funds holding CX