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Holding54 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Banks - Regional Financial Services | $12.0M 11.6% | -$8.6K Sold | 2.03% 229.1K shares | 229.2K → 229.1K −$8.6K | -0.07% | $593.4M Small Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Biotechnology Healthcare | $9.1M 8.77% | -$7.3K Sold | 2.36% 5.4M shares | 5.4M → 5.4M −$7.3K | -0.08% | $385.9M Small Cap | Q1 2021 Held for 4y 8m | |
Software - Application Technology | $8.1M 7.83% | -$3.9M Sold | 0.488% 648.1K shares | 956.1K → 648.1K −$3.9M | -32.21% | $1.7B Small Cap | Q4 2023 Held for 1y 11m | |
Industrial Materials Basic Materials | $7.3M 7.03% | — | 0.491% 1.7M shares | — | — | $1.5B Small Cap | Q4 2022 Held for 2y 11m | |
Banks - Regional Financial Services | $6.5M 6.29% | — | 0.181% 359.8K shares | — | — | $3.6B Mid Cap | Q4 2020 Held for 4y 11m | |
Banks - Regional Financial Services | $6.2M 5.94% | — | 5.96% 391.8K shares | — | — | $103.6M Micro Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Banks - Regional Financial Services | $5.2M 5.03% | — | 0.27% 120.1K shares | — | — | $1.9B Small Cap | Q4 2022 Held for 2y 11m | |
Banks - Regional Financial Services | $3.9M 3.78% | — | 3.16% 199.1K shares | — | — | $124.1M Micro Cap | Q1 2021 Held for 4y 8m | |
Airlines, Airports & Air Services Industrials | $3.5M 3.39% | -$450.5K Sold | 0.911% 430.0K shares | 485.0K → 430.0K −$450.5K | -11.34% | $386.4M Small Cap | Q2 2024 Held for 1y 5m | |
Banks - Regional Financial Services | $2.9M 2.82% | — | 0.083% 132.9K shares | — | — | $3.5B Mid Cap | Q4 2017 Held for 7y 11m | |
Medical - Devices Healthcare | $2.8M 2.73% | +$101.9K Bought | 1.08% 417.7K shares | 402.7K → 417.7K +$101.9K | +3.72% | $263.4M Micro Cap | Q3 2019 Held for 6y 2m | |
Unknown Unknown | $2.7M 2.61% | +$2.7M New | — 124.3K shares | 0 → 124.3K +$2.7M | New | — — | Q3 2025 Held for 2 months | |
Unknown Unknown | $2.3M 2.25% | -$2.1M Sold | — 85.0K shares | 160.0K → 85.0K −$2.1M | -46.88% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.2M 2.12% | +$239.5K Bought | — 460.0K shares | 410.0K → 460.0K +$239.5K | +12.2% | — — | Q2 2024 Held for 1y 5m | |
Uranium Energy | $2.1M 2.07% | -$447.5K Sold | 0.042% 240.0K shares | 290.0K → 240.0K −$447.5K | -17.24% | $5.1B Mid Cap | Q4 2022 Held for 2y 11m | |
Staffing & Employment Services Industrials | $2.0M 1.89% | — | 8.69% 9.5M shares | — | — | $22.6M Nano Cap | Q2 2021 Held for 4y 5m | |
Gold Basic Materials | $1.8M 1.71% | — | 0.477% 71.4K shares | — | — | $373.0M Small Cap | Q2 2024 Held for 1y 5m | |
Engineering & Construction Industrials | $1.8M 1.69% | — | 1.02% 169.4K shares | — | — | $172.3M Micro Cap | Q2 2022 Held for 3y 5m | |
Real Estate - Services Real Estate | $1.7M 1.63% | — | 2.2% 44.4K shares | — | — | $76.6M Micro Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Unknown Unknown | $1.6M 1.5% | +$89.0K Bought | — 147.3K shares | 138.8K → 147.3K +$89.0K | +6.08% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $1.5M 1.47% | +$1.5M Bought | — 100.0K shares | — | — | — — | Q3 2025 Held for 2 months | |
REIT - Diversified Real Estate | $1.4M 1.35% | -$221.0K Sold | 0.291% 107.0K shares | 123.8K → 107.0K −$221.0K | -13.6% | $482.7M Small Cap | Q3 2023 Held for 2y 2m | |
Banks - Regional Financial Services | $1.2M 1.18% | — | 0.467% 59.5K shares | — | — | $261.9M Micro Cap | Q3 2021 Held for 4y 2m | |
Unknown Unknown | $1.2M 1.12% | +$221.6K Bought | 0.529% 97.1K shares | 78.7K → 97.1K +$221.6K | +23.44% | $220.5M Micro Cap | Q1 2025 Held for 8 months | |
Unknown Unknown | $1.1M 1.08% | — | 3.66% 107.7K shares | — | — | $30.7M Nano Cap | Q2 2025 Held for 5 months | |
Banks - Regional Financial Services | $1.1M 1.04% | — | 1.79% 93.8K shares | — | — | $60.5M Micro Cap | Q1 2022 Held for 3y 8m | |
Security & Protection Services Industrials | $1.0M 1.01% | — | 0.068% 24.4K shares | — | — | $1.5B Small Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Insurance - Specialty Financial Services | $993.0K 0.957% | +$402.6K Bought | 0.138% 51.8K shares | 30.8K → 51.8K +$402.6K | +68.18% | $718.9M Small Cap | Q4 2023 Held for 1y 11m | |
Copper Basic Materials | $980.5K 0.944% | +$980.5K New | 0.002% 25.0K shares | 0 → 25.0K +$980.5K | New | $56.3B Large Cap | Q3 2025 Held for 2 months | |
Banks - Regional Financial Services | $853.0K 0.822% | — | 0.615% 26.6K shares | — | — | $138.8M Micro Cap | Q1 2022 Held for 3y 8m | |
Banks - Regional Financial Services | $731.0K 0.704% | -$7.8K Sold | 0.349% 18.8K shares | 19.0K → 18.8K −$7.8K | -1.05% | $209.3M Micro Cap | Q2 2021 Held for 4y 5m | |
Unknown Unknown | $722.5K 0.696% | -$1.1M Sold | — 50.0K shares | 125.0K → 50.0K −$1.1M | -60.0% | — — | Q1 2024 Held for 1y 8m | |
Beverages - Non-Alcoholic Consumer Defensive | $702.2K 0.676% | +$702.2K New | 0.0% 5.0K shares | 0 → 5.0K +$702.2K | New | $192.27B Large Cap | Q3 2025 Held for 2 months | |
Staffing & Employment Services Industrials | $679.5K 0.655% | — | 0.147% 51.8K shares | — | — | $462.5M Small Cap | Q4 2024 Held for 11 months | |
Banks - Regional Financial Services | $549.6K 0.529% | — | 0.078% 31.1K shares | — | — | $702.9M Small Cap | Q1 2024 Held for 1y 8m | |
Entertainment Communication Services | $446.7K 0.43% | — | 0.006% 19.2K shares | — | — | $7.8B Mid Cap | Q3 2024 Held for 1y 2m | |
Unknown Unknown | $444.8K 0.428% | -$76.5K Sold | 0.389% 176.5K shares | 206.9K → 176.5K −$76.5K | -14.68% | $114.5M Micro Cap | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $384.0K 0.37% | +$384.0K New | 0.089% 40.0K shares | 0 → 40.0K +$384.0K | New | $432.4M Small Cap | Q3 2025 Held for 2 months | |
Banks - Regional Financial Services | $327.0K 0.315% | -$25.4K Sold | 0.139% 12.9K shares | 13.9K → 12.9K −$25.4K | -7.21% | $235.4M Micro Cap | Q4 2024 Held for 11 months | |
Oil & Gas Drilling Energy | $261.9K 0.252% | +$261.9K New | 0.015% 15.0K shares | 0 → 15.0K +$261.9K | New | $1.7B Small Cap | Q3 2025 Held for 2 months | |
Advertising Agencies Communication Services | $257.3K 0.248% | +$186.7K Bought | 0.935% 69.4K shares | 19.0K → 69.4K +$186.7K | +264.36% | $27.5M Nano Cap | Q2 2025 Held for 5 months | |
Banks - Regional Financial Services | $256.2K 0.247% | -$189.8K Sold | 0.182% 16.1K shares | 28.1K → 16.1K −$189.8K | -42.55% | $140.5M Micro Cap | Q2 2023 Held for 2y 5m | |
Banks - Regional Financial Services | $247.4K 0.238% | — | 0.307% 17.7K shares | — | — | $80.7M Micro Cap | Q3 2014 Held for 11y 2m | |
Packaged Foods Consumer Defensive | $150.4K 0.145% | -$165.6K Sold | 0.105% 95.2K shares | 200.0K → 95.2K −$165.6K | -52.42% | $142.7M Micro Cap | Q2 2025 Held for 5 months | |
Banks - Regional Financial Services | $139.3K 0.134% | — | 0.255% 10.6K shares | — | — | $54.6M Micro Cap | Q4 2021 Held for 3y 11m | |
Chemicals - Specialty Basic Materials | $108.0K 0.104% | — | 0.129% 100.0K shares | — | — | $83.6M Micro Cap | Q4 2024 Held for 11 months | |
Unknown Unknown | $89.2K 0.086% | +$89.2K New | 0.039% 11.4K shares | 0 → 11.4K +$89.2K | New | $227.6M Micro Cap | Q3 2025 Held for 2 months | |
Waste Management Industrials | $65.8K 0.063% | +$5.9K Bought | 0.647% 25.2K shares | 22.9K → 25.2K +$5.9K | +9.91% | $10.2M Nano Cap | Q1 2020 Held for 5y 8m | |
Banks - Regional Financial Services | - — | -$200.8K Sold | — - shares | 55.9K → 0 −$200.8K | Sold | $300.0M Micro Cap | Q3 2024 Held for 1y 2m | |
Gold Basic Materials | - — | -$179.5K Sold | — - shares | 300.0K → 0 −$179.5K | Sold | $551.2M Small Cap | Q2 2025 Held for 5 months |
