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Holding5 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Software - Application Technology | $94.9M 72.12% | — | 0.643% 294.8K shares | — | — | $14.7B Large Cap | Q4 2021 Held for 4 years | |
ETF ETF | $36.6M 27.85% | — | — 61.0K shares | — | — | — — | Q4 2024 Held for 1 year | |
REIT - Hotel & Motel Real Estate | $18.3K 0.014% | — | 0.114% 10.0K shares | — | — | $16.1M Nano Cap | Q4 2021 Held for 4 years | |
Medical - Instruments & Supplies Healthcare | $9.8K 0.007% | +$6.6 Bought | 0.091% 691.0 shares | 690.5 → 691.0 +$6.6 | +0.07% | $10.8M Nano Cap | Q4 2021 Held for 4 years | |
Unknown Unknown | $3.2K 0.002% | — | — 4.5K shares | — | — | — — | Q1 2025 Held for 9 months |