Holdings in SM
| Report Date |
Value (USD) |
Shares |
Change |
Type |
Discretion |
Filed |
| 2025-12-31 |
$2,534,485 |
135,534 |
+42.5%
|
Shares |
Sole |
2026-02-18 |
| 2025-09-30 |
$2,374,122 |
95,079 |
-17.7%
|
Shares |
Sole |
2025-11-14 |
| 2025-06-30 |
$2,854,326 |
115,513 |
+19.3%
|
Shares |
Sole |
2025-09-25 |
| 2025-03-31 |
$2,899,519 |
96,812 |
+32.1%
|
Shares |
Sole |
2025-05-13 |
| 2024-12-31 |
$2,840,139 |
73,275 |
+15.3%
|
Shares |
Sole |
2025-02-13 |
| 2024-09-30 |
$2,540,693 |
63,565 |
+14.0%
|
Shares |
Sole |
2024-10-28 |
| 2024-06-30 |
$2,410,807 |
55,767 |
+6.1%
|
Shares |
Sole |
2024-07-16 |
| 2024-03-31 |
$2,619,418 |
52,546 |
+26.7%
|
Shares |
Sole |
2024-05-20 |
| 2023-12-31 |
$1,605,679 |
41,469 |
+11.3%
|
Shares |
Sole |
2024-02-12 |
| 2023-09-30 |
$1,477,002 |
37,251 |
-10.8%
|
Shares |
Sole |
2023-11-09 |
| 2023-06-30 |
$1,321,438 |
41,778 |
+13.1%
|
Shares |
Sole |
2023-08-14 |
| 2023-03-31 |
$1,040,033 |
36,933 |
+98.4%
|
Shares |
Sole |
2023-05-03 |
| 2022-12-31 |
$648,395 |
18,616 |
—
|
Shares |
Sole |
2023-02-17 |
