Apply Filters
Choose which columns to filter the table by
Select Columns
Choose which columns to display in the table
Holding17 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $26.3M 26.45% | -$898.7K Sold | — 39.5K shares | 40.8K → 39.5K −$898.7K | -3.31% | — — | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $10.0M 10.1% | +$10.0M Bought | 0.0% 53.8K shares | — | — | $4.54T Mega Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $9.1M 9.15% | -$1.1M Sold | 0.0% 17.5K shares | 19.6K → 17.5K −$1.1M | -10.53% | $3.85T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $8.7M 8.8% | — | — 202.0K shares | — | — | — — | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $7.6M 7.69% | -$1.5M Sold | 0.0% 34.8K shares | 41.5K → 34.8K −$1.5M | -16.09% | $2.34T Mega Cap | Q4 2023 Held for 1y 11m | |
Software - Application Technology | $5.9M 5.96% | +$913.0K Bought | 0.003% 60.4K shares | 51.1K → 60.4K +$913.0K | +18.23% | $204.31B Mega Cap | Q1 2025 Held for 8 months | |
Software - Application Technology | $4.9M 4.93% | +$1.6M Bought | 0.003% 7.2K shares | 4.9K → 7.2K +$1.6M | +46.95% | $190.40B Large Cap | Q4 2023 Held for 1y 11m | |
Financial - Credit Services Financial Services | $4.7M 4.7% | -$1.4M Sold | 0.001% 8.2K shares | 10.8K → 8.2K −$1.4M | -23.57% | $514.21B Mega Cap | Q4 2023 Held for 1y 11m | |
Aerospace & Defense Industrials | $3.5M 3.56% | -$1.1M Sold | 0.001% 11.8K shares | 15.4K → 11.8K −$1.1M | -23.82% | $319.00B Mega Cap | Q2 2025 Held for 5 months | |
Aerospace & Defense Industrials | $3.5M 3.5% | -$1.1M Sold | 0.005% 2.6K shares | 3.5K → 2.6K −$1.1M | -23.65% | $74.3B Large Cap | Q3 2024 Held for 1y 2m | |
Software - Application Technology | $3.3M 3.29% | -$1.4M Sold | 0.002% 3.6K shares | 5.1K → 3.6K −$1.4M | -30.11% | $190.98B Large Cap | Q1 2025 Held for 8 months | |
Financial - Data & Stock Exchanges Financial Services | $3.1M 3.12% | -$1.0M Sold | 0.002% 6.4K shares | 8.4K → 6.4K −$1.0M | -24.44% | $148.59B Large Cap | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $3.1M 3.08% | +$3.1M New | 0.005% 95.1K shares | 0 → 95.1K +$3.1M | New | $58.7B Large Cap | Q3 2025 Held for 2 months | |
Waste Management Industrials | $2.7M 2.75% | +$2.7M New | 0.003% 12.4K shares | 0 → 12.4K +$2.7M | New | $89.0B Large Cap | Q3 2025 Held for 2 months | |
Home Improvement Consumer Cyclical | $2.6M 2.57% | +$259.5K Bought | 0.032% 34.7K shares | 31.2K → 34.7K +$259.5K | +11.29% | $7.9B Mid Cap | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | $353.1K 0.355% | +$177.9K Bought | 0.001% 2.6K shares | 1.3K → 2.6K +$177.9K | +101.56% | $67.8B Large Cap | Q2 2025 Held for 5 months | |
Semiconductors Technology | - — | -$5.3M Sold | — - shares | 19.3K → 0 −$5.3M | Sold | $1.24T Mega Cap | Q4 2024 Held for 11 months |
