Cape Investment Advisory, Inc.
Holdings in MCBS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,579,130 | 59,500 | Shares | Sole | 2026-02-17 |
| 2025-06-30 | $1,700,510 | 59,500 | Shares | Sole | 2025-08-19 |
| 2025-03-31 | $1,640,415 | 59,500 | Shares | Sole | 2025-05-16 |
| 2024-12-31 | $1,901,025 | 59,500 | Shares | Sole | 2025-02-05 |
| 2024-09-30 | $2,137,276 | 69,800 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $2,006,400 | 76,000 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $1,896,960 | 76,000 | Shares | Defined | 2024-06-21 |
| 2023-12-31 | $1,825,520 | 76,000 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $1,495,680 | 76,000 | Shares | Defined | 2023-11-07 |
| 2023-06-30 | $1,359,640 | 76,000 | Shares | Sole | 2023-10-12 |
| 2023-03-31 | $1,298,840 | 76,000 | Shares | Sole | 2023-10-12 |