Style
GARPTurnover
Orientation
—| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Bitcoin Depot Inc(BTM) | 223,842 | $353.7K | 19.84% |
| 2 | Nikola Corp(8NI0) | 5,333 | $24.4K | 1.37% |
| 3 | Compass Digital Acquisitn Co(COMP) | 257,809 | $15.7K | 0.88% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 43.57% | 6.2% | -37.37% |
| Financial Services | 56.27% | 89.8% | +33.53% |
| Real Estate | 0.13% | 3.99% | +3.86% |
| Healthcare | 0.03% | 0% | -0.03% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Micro Cap | 4.38% | 89.8% | +85.42% |
| Unclassified | 43.57% | 6.2% | -37.37% |
| Mid Cap | 32.39% | 3.99% | -28.4% |
| Small Cap | 19.66% | 0% | -19.66% |
Quarter-over-quarter position changes