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Portfolio
Holdings
| Symbol | Name | Country | Sector | Industry | Most recent quarter | % of Total Shares | % of Total Assets | Shares | Book Value | Market Price Value | Fundamental Score | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DTIL.NASDAQ | Precision BioSciences Inc | USA | Healthcare | Biotechnology | 2024-09-30 | 0.164 | 0.017 | 340k | $2.8m | $1.7m |
| |||||||||||||
| INVO.NASDAQ | INVO.NASDAQ | - | - | - | - | 0.003 | 0 | 312.00 | - | - | ||||||||||||||
| NMTR.NASDAQ | NMTR.NASDAQ | - | - | - | - | 0.8 | 0.104 | 2m | - | - | ||||||||||||||
| SURG.NASDAQ | Surgepays Inc | USA | Communication Services | Telecom Services | 2024-09-30 | 0.009 | 0.001 | 1.1k | $1.9k | $1.4k |
| |||||||||||||
| SURG.OTCQB | SURG.OTCQB | - | - | - | - | 0.009 | 0.001 | 1.1k | - | - |
Trades
Buys
Report date: 2022-06-30
| Trade | Current | |||||
|---|---|---|---|---|---|---|
| Symbol | Shares | % | Total | Price Range | Price | % |
| INVO.NASDAQ | 312.00 | - | 441.67 | 1-3 | - | - |
Sells
Report date: 2022-09-30
| Trade | Current | |||||
|---|---|---|---|---|---|---|
| Symbol | Shares | % | Total | Price Range | Price | % |
| SURG.OTCQB | -1.1k | -100.0 | -5.9k | 4-7 | - | - |
Adds
Report date: 2023-12-31
| Trade | Current | |||||
|---|---|---|---|---|---|---|
| Symbol | Shares | % | Total | $ Range | Price | % |
| DTIL.NASDAQ | 220.00 | 0.1 | 79.08 | 0-0 | $5.10 | 1,754.5% |
Report date: 2023-09-30
| Trade | Current | |||||
|---|---|---|---|---|---|---|
| Symbol | Shares | % | Total | $ Range | Price | % |
| DTIL.NASDAQ | 100.5k | 42.0 | 51.5k | 0-1 | $5.10 | 1,395.6% |
Report date: 2022-06-30
| Trade | Current | |||||
|---|---|---|---|---|---|---|
| Symbol | Shares | % | Total | Price Range | Price | % |
| NMTR.NASDAQ | 2m | 17,757.9 | 979k | 0-1 | - | - |
Comments
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