Holdings in FORR
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$1,620,677 |
199,591 |
+45.0%
|
Shares |
Defined |
2026-02-11 |
| 2025-09-30 |
$1,458,623 |
137,606 |
-2.3%
|
Shares |
Defined |
2025-11-26 |
| 2025-06-30 |
$1,394,791 |
140,888 |
-15.5%
|
Shares |
Defined |
2025-08-12 |
| 2025-03-31 |
$1,540,971 |
166,772 |
+54.1%
|
Shares |
Defined |
2025-05-12 |
| 2024-12-31 |
$1,695,555 |
108,204 |
+1969.7%
|
Shares |
Defined |
2025-02-12 |
| 2024-09-30 |
$94,155 |
5,228 |
-1.0%
|
Shares |
Defined |
2024-12-26 |
| 2024-06-30 |
$90,181 |
5,280 |
-89.8%
|
Shares |
Defined |
2024-12-26 |
| 2024-03-31 |
$1,120,990 |
51,994 |
+100.5%
|
Shares |
Defined |
2024-12-26 |
| 2023-12-31 |
$695,370 |
25,937 |
-44.1%
|
Shares |
Defined |
2024-12-26 |
| 2023-09-30 |
$1,341,566 |
46,421 |
-42.9%
|
Shares |
Defined |
2023-11-14 |
| 2023-06-30 |
$2,366,355 |
81,346 |
+8.9%
|
Shares |
Defined |
2023-08-11 |
| 2023-03-31 |
$2,416,900 |
74,711 |
+179.5%
|
Shares |
Other |
2023-05-18 |
| 2022-12-31 |
$955,936 |
26,732 |
+236.1%
|
Shares |
Defined |
2023-02-13 |
| 2022-09-30 |
$286,423 |
7,954 |
-68.2%
|
Shares |
Defined |
2022-11-14 |
| 2022-06-30 |
$1,197,674 |
25,035 |
-38.3%
|
Shares |
Defined |
2022-08-11 |
| 2022-03-31 |
$2,287,718 |
40,548 |
-20.5%
|
Shares |
Defined |
2022-05-11 |
| 2021-12-31 |
$2,993,585 |
50,972 |
+7.5%
|
Shares |
Defined |
2022-02-11 |
| 2021-09-30 |
$2,335,909 |
47,420 |
+15.7%
|
Shares |
Defined |
2021-11-12 |
| 2021-06-30 |
$1,877,754 |
40,999 |
-4.8%
|
Shares |
Defined |
2021-08-12 |
| 2021-03-31 |
$1,829,188 |
43,060 |
+161.8%
|
Shares |
Defined |
2021-05-12 |
| 2020-09-30 |
$539,297 |
16,447 |
-26.9%
|
Shares |
Defined |
2020-11-12 |
| 2020-06-30 |
$720,515 |
22,488 |
+57.6%
|
Shares |
Defined |
2020-08-11 |
| 2020-03-31 |
$416,995 |
14,266 |
—
|
Shares |
Defined |
2020-05-12 |
