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Holding16 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Oil & Gas Exploration & Production Energy | $104.0M 71.92% | -$12.8K Sold | 0.306% 1.9M shares | 1.9M → 1.9M −$12.8K | -0.01% | $34.0B Large Cap | Q4 2017 Held for 7y 11m | |
Industrial - Machinery Industrials | $29.9M 20.69% | — | 12.76% 9.9M shares | — | — | $234.4M Micro Cap | Q2 2023 Held for 2y 5m | |
Industrial - Machinery Industrials | $4.0M 2.77% | — | — 5.3M shares | — | — | — — | Q2 2023 Held for 2y 5m | |
Oil & Gas Exploration & Production Energy | $2.6M 1.78% | — | 0.044% 130.0K shares | — | — | $5.8B Mid Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $543.7K 0.376% | +$543.7K New | — 2.2K shares | 0 → 2.2K +$543.7K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $381.0K 0.263% | — | — 7.8K shares | — | — | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $376.7K 0.261% | — | — 7.7K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $376.2K 0.26% | — | — 2.5K shares | — | — | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $359.5K 0.249% | — | — 7.5K shares | — | — | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $345.2K 0.239% | +$345.2K New | — 7.0K shares | 0 → 7.0K +$345.2K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $316.6K 0.219% | — | — 9.9K shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $312.9K 0.216% | — | — 6.5K shares | — | — | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $303.2K 0.21% | — | — 6.0K shares | — | — | — — | Q3 2023 Held for 2y 2m | |
Software - Infrastructure Technology | $297.8K 0.206% | — | 0.0% 575.0 shares | — | — | $3.85T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $295.9K 0.205% | — | — 6.2K shares | — | — | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $205.6K 0.142% | +$205.6K Bought | — 2.2K shares | — | — | — — | Q3 2025 Held for 2 months |
