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Holding18 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Gold Basic Materials | $13.5M 24.05% | -$6.7M Sold | 0.016% 80.0K shares | 120.0K → 80.0K −$6.7M | -33.33% | $84.7B Large Cap | Q4 2021 Held for 3y 11m | |
Oil & Gas Midstream Energy | $7.7M 13.81% | — | 0.746% 500.0K shares | — | — | $1.0B Small Cap | Q4 2013 Held for 11y 11m | |
Medical - Diagnostics & Research Healthcare | $6.2M 11.02% | +$3.0M Bought | 0.798% 425.0K shares | 219.4K → 425.0K +$3.0M | +93.71% | $773.9M Small Cap | Q1 2025 Held for 8 months | |
Biotechnology Healthcare | $6.0M 10.72% | +$1.5M Bought | 1.69% 875.0K shares | 650.0K → 875.0K +$1.5M | +34.62% | $355.1M Small Cap | Q2 2023 Held for 2y 5m | |
Asset Management Financial Services | $5.4M 9.55% | +$5.4M New | 0.079% 22.5K shares | 0 → 22.5K +$5.4M | New | $6.8B Mid Cap | Q3 2025 Held for 2 months | |
Unknown Unknown | $5.1M 9.08% | -$565.5K Sold | 0.533% 450.0K shares | 500.0K → 450.0K −$565.5K | -10.0% | $954.9M Small Cap | Q4 2024 Held for 11 months | |
Packaged Foods Consumer Defensive | $4.4M 7.84% | — | 0.635% 750.0K shares | — | — | $692.6M Small Cap | Q2 2025 Held for 5 months | |
Oil & Gas Exploration & Production Energy | $3.3M 5.84% | — | 2.95% 650.0K shares | — | — | $111.2M Micro Cap | Q1 2019 Held for 6y 8m | |
Gold Basic Materials | $1.4M 2.56% | +$1.4M New | 0.184% 1.5M shares | 0 → 1.5M +$1.4M | New | $779.7M Small Cap | Q3 2025 Held for 2 months | |
Hardware, Equipment & Parts Technology | $1.4M 2.52% | -$4.2M Sold | 0.079% 10.0K shares | 40.0K → 10.0K −$4.2M | -75.0% | $1.8B Small Cap | Q1 2024 Held for 1y 8m | |
Medical - Devices Healthcare | $1.1M 2.03% | — | 5.89% 1.0M shares | — | — | $19.4M Nano Cap | Q4 2013 Held for 11y 11m | |
Medical - Devices Healthcare | $546.6K 0.975% | +$546.6K Bought | 0.217% 100.7K shares | — | — | $252.3M Micro Cap | Q1 2025 Held for 8 months | |
Medical - Instruments & Supplies Healthcare | - — | -$872.3K Sold | — - shares | 671.0K → 0 −$872.3K | Sold | — — | Q2 2024 Held for 1y 5m | |
Gold Basic Materials | - — | -$1.6M Sold | — - shares | 10.0K → 0 −$1.6M | Sold | $31.8B Large Cap | Q1 2024 Held for 1y 8m | |
Drug Manufacturers - Specialty & Generic Healthcare | - — | -$4.0M Sold | — - shares | 150.0K → 0 −$4.0M | Sold | $3.7B Mid Cap | Q1 2025 Held for 8 months | |
Internet Content & Information Communication Services | - — | -$717.2K Sold | — - shares | 20.0K → 0 −$717.2K | Sold | $24.2B Large Cap | Q2 2025 Held for 5 months | |
Specialty Retail Consumer Cyclical | - — | -$3.2M Sold | — - shares | 14.5K → 0 −$3.2M | Sold | $2.26T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | - — | -$6.2M Sold | — - shares | 10.0K → 0 −$6.2M | Sold | — — | Q2 2025 Held for 5 months |
