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Holding12 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $99.5M 94.56% | -$2.3M Sold | — 149.4K shares | 152.8K → 149.4K −$2.3M | -2.23% | — — | Q2 2020 Held for 5y 5m | |
REIT - Mortgage Real Estate | $4.8M 4.59% | — | 0.76% 1.2M shares | — | — | $635.9M Small Cap | Q3 2023 Held for 2y 2m | |
ETF ETF | $459.3K 0.436% | +$459.3K New | — 3.3K shares | 0 → 3.3K +$459.3K | New | — — | Q3 2025 Held for 2 months | |
Gold Basic Materials | $252.9K 0.24% | +$252.9K New | 0.0% 3.0K shares | 0 → 3.0K +$252.9K | New | $92.6B Large Cap | Q3 2025 Held for 2 months | |
Drug Manufacturers - General Healthcare | $185.4K 0.176% | +$185.4K New | 0.0% 1.0K shares | 0 → 1.0K +$185.4K | New | $446.55B Mega Cap | Q3 2025 Held for 2 months | |
Semiconductors Technology | - — | -$82.7K Sold | — - shares | 300.0 → 0 −$82.7K | Sold | $1.24T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | - — | -$209.5K Sold | — - shares | 4.0K → 0 −$209.5K | Sold | — — | Q2 2025 Held for 5 months | |
Banks - Diversified Financial Services | - — | -$68.1K Sold | — - shares | 800.0 → 0 −$68.1K | Sold | $151.55B Large Cap | Q2 2025 Held for 5 months | |
Unknown Unknown | - — | -$152.4K Sold | — - shares | 500.0 → 0 −$152.4K | Sold | — — | Q2 2025 Held for 5 months | |
Financial - Capital Markets Financial Services | - — | -$44.3K Sold | — - shares | 800.0 → 0 −$44.3K | Sold | $22.5B Large Cap | Q2 2025 Held for 5 months | |
Specialty Retail Consumer Cyclical | - — | -$131.6K Sold | — - shares | 600.0 → 0 −$131.6K | Sold | $2.26T Mega Cap | Q2 2025 Held for 5 months | |
Semiconductors Technology | - — | -$126.4K Sold | — - shares | 800.0 → 0 −$126.4K | Sold | $3.61T Mega Cap | Q2 2025 Held for 5 months |
