Holdings in SM
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$7,461,412 |
399,006 |
+11.9%
|
Shares |
Sole |
2026-02-09 |
| 2025-09-30 |
$8,904,501 |
356,608 |
+22.6%
|
Shares |
Sole |
2025-11-12 |
| 2025-06-30 |
$7,187,545 |
290,876 |
+7.7%
|
Shares |
Sole |
2025-08-11 |
| 2025-03-31 |
$8,088,297 |
270,060 |
+16.1%
|
Shares |
Sole |
2025-05-06 |
| 2024-12-31 |
$9,012,591 |
232,523 |
+6.7%
|
Shares |
Sole |
2025-02-10 |
| 2024-09-30 |
$8,708,623 |
217,879 |
+5.4%
|
Shares |
Sole |
2024-11-06 |
| 2024-06-30 |
$8,936,764 |
206,726 |
+51.8%
|
Shares |
Sole |
2024-08-13 |
| 2024-03-31 |
$6,787,875 |
136,166 |
+512.2%
|
Shares |
Sole |
2024-05-13 |
| 2023-09-30 |
$881,895 |
22,242 |
-42.8%
|
Shares |
Sole |
2023-11-09 |
| 2023-06-30 |
$1,230,343 |
38,898 |
-27.5%
|
Shares |
Sole |
2023-08-07 |
| 2023-03-31 |
$1,511,009 |
53,658 |
+103.8%
|
Shares |
Sole |
2023-05-23 |
| 2022-12-31 |
$916,934 |
26,326 |
+160.7%
|
Shares |
Sole |
2023-05-23 |
| 2022-09-30 |
$379,861 |
10,100 |
—
|
Shares |
Sole |
2022-11-03 |
