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Holding18 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $3.4M 28.66% | -$700.4K Sold | — 67.4K shares | 81.3K → 67.4K −$700.4K | -17.04% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $1.9M 15.68% | -$467.7K Sold | — 36.8K shares | 46.0K → 36.8K −$467.7K | -20.04% | — — | Q3 2023 Held for 2y 2m | |
Industrial - Machinery Industrials | $1.6M 13.25% | +$1.6M New | 0.002% 12.0K shares | 0 → 12.0K +$1.6M | New | $73.8B Large Cap | Q3 2025 Held for 2 months | |
ETF ETF | $617.8K 5.19% | -$154.9K Sold | — 1.0K shares | 1.3K → 1.0K −$154.9K | -20.05% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $507.0K 4.26% | -$125.9K Sold | — 761.0 shares | 950.0 → 761.0 −$125.9K | -19.89% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $460.7K 3.87% | -$113.9K Sold | — 8.3K shares | 10.4K → 8.3K −$113.9K | -19.82% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $442.8K 3.72% | -$88.7K Sold | — 4.0K shares | 4.8K → 4.0K −$88.7K | -16.69% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $375.3K 3.15% | -$93.2K Sold | — 1.6K shares | 1.9K → 1.6K −$93.2K | -19.89% | — — | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $364.1K 3.06% | — | 0.0% 1.4K shares | — | — | $3.78T Mega Cap | Q4 2021 Held for 3y 11m | |
Discount Stores Consumer Defensive | $349.0K 2.93% | — | 0.0% 377.0 shares | — | — | $410.27B Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $341.5K 2.87% | -$67.9K Sold | — 6.0K shares | 7.2K → 6.0K −$67.9K | -16.59% | — — | Q3 2024 Held for 1y 2m | |
Railroads Industrials | $297.6K 2.5% | — | 0.0% 8.4K shares | — | — | $66.2B Large Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $277.2K 2.33% | -$47.8K Sold | — 2.3K shares | 2.7K → 2.3K −$47.8K | -14.71% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $263.5K 2.21% | -$51.6K Sold | — 2.7K shares | 3.3K → 2.7K −$51.6K | -16.38% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $261.9K 2.2% | -$53.0K Sold | — 22.6K shares | 27.1K → 22.6K −$53.0K | -16.83% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $256.7K 2.16% | -$65.2K Sold | — 638.0 shares | 800.0 → 638.0 −$65.2K | -20.25% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $234.8K 1.97% | -$55.0K Sold | — 3.4K shares | 4.3K → 3.4K −$55.0K | -18.98% | — — | Q2 2025 Held for 5 months | |
ETF ETF | - — | -$206.7K Sold | — - shares | 2.3K → 0 −$206.7K | Sold | — — | Q3 2024 Held for 1y 2m |
