Optimize Financial Inc
Holdings in TRVI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $769,767 | 61,483 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $554,480 | 60,599 | Shares | Sole | 2025-11-05 |
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $769,767 | 61,483 | Shares | Sole | 2026-02-09 |
| 2025-09-30 | $554,480 | 60,599 | Shares | Sole | 2025-11-05 |