| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Taseko Mines LTD(TGB) | 13,607,974 | $5.5K | 59.40% |
| 2 | Platinum Group Metals LTD | 15,319,589 | $3.4K | 37.17% |
| 3 | Exeter RES Corp | 1,001,375 | $316 | 3.43% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Basic Materials | 28.46% | 59.4% | +30.94% |
| Energy | 15.56% | 0% | -15.56% |
| Unclassified | 55.98% | 40.6% | -15.38% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Mid Cap | 28.46% | 59.4% | +30.94% |
| Unclassified | 55.98% | 40.6% | -15.38% |
| Large Cap | 15.56% | 0% | -15.56% |
Quarter-over-quarter position changes