Holdings in FORR
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$143,074 |
17,620 |
0.0%
|
Shares |
Defined |
2026-02-17 |
| 2025-09-30 |
$186,772 |
17,620 |
0.0%
|
Shares |
Defined |
2025-11-14 |
| 2025-06-30 |
$174,438 |
17,620 |
+10.0%
|
Shares |
Defined |
2025-08-14 |
| 2025-03-31 |
$148,024 |
16,020 |
-5.8%
|
Shares |
Defined |
2025-05-15 |
| 2024-12-31 |
$266,390 |
17,000 |
0.0%
|
Shares |
Defined |
2025-02-12 |
| 2024-09-30 |
$306,170 |
17,000 |
-3.7%
|
Shares |
Defined |
2024-11-14 |
| 2024-06-30 |
$301,632 |
17,660 |
+109.2%
|
Shares |
Defined |
2024-08-14 |
| 2023-12-31 |
$226,276 |
8,440 |
+7.7%
|
Shares |
Defined |
2024-02-14 |
| 2023-09-30 |
$226,576 |
7,840 |
+10.1%
|
Shares |
Defined |
2023-11-14 |
| 2023-06-30 |
$207,120 |
7,120 |
+13.0%
|
Shares |
Defined |
2023-08-15 |
| 2023-03-31 |
$203,805 |
6,300 |
-22.8%
|
Shares |
Defined |
2023-05-15 |
| 2022-12-31 |
$291,765 |
8,159 |
+15.8%
|
Shares |
Defined |
2023-02-15 |
| 2022-09-30 |
$253,618 |
7,043 |
+6.8%
|
Shares |
Defined |
2022-11-15 |
| 2022-06-30 |
$315,361 |
6,592 |
+2.4%
|
Shares |
Defined |
2022-08-15 |
| 2022-03-31 |
$363,231 |
6,438 |
+0.2%
|
Shares |
Defined |
2022-05-13 |
| 2021-12-31 |
$377,222 |
6,423 |
+8.6%
|
Shares |
Defined |
2022-02-14 |
| 2021-09-30 |
$291,471 |
5,917 |
-15.9%
|
Shares |
Defined |
2021-11-10 |
| 2021-06-30 |
$322,294 |
7,037 |
-2.8%
|
Shares |
Defined |
2021-07-30 |
| 2021-03-31 |
$307,427 |
7,237 |
-34.4%
|
Shares |
Defined |
2021-05-06 |
| 2020-12-31 |
$462,450 |
11,037 |
-4.1%
|
Shares |
Defined |
2021-02-08 |
| 2020-09-30 |
$377,183 |
11,503 |
-14.9%
|
Shares |
Defined |
2020-11-12 |
| 2020-06-30 |
$433,276 |
13,523 |
+17.1%
|
Shares |
Defined |
2020-08-13 |
| 2020-03-31 |
$337,694 |
11,553 |
—
|
Shares |
Defined |
2020-05-14 |
