| Hist | Stock | Activity | Share change | % change to portfolio |
|---|---|---|---|---|
| Q1 2026filed May 15, 261 added2 reduced2 exited | ||||
| ≡ | ASML HOLDING N V | Add 36.00% | 44,841 | 3.63 |
| Q4 2024filed Feb 14, 252 new1 reduced1 exited | ||||
| ≡ | EFX – EQUIFAX INC | Buy | 144,000 | 0.81 |
| ≡ | MSCI – MSCI INC | Buy | 59,700 | 0.79 |
| Q3 2024filed Nov 14, 242 added1 reduced | ||||
| ≡ | ASML HOLDING N V | Add 100.00% | 62,724 | 0.66 |
| ≡ | MCO – MOODYS CORP | Add 6.00% | 70,034 | 0.33 |
| Q2 2023filed Aug 14, 231 new2 added2 exited | ||||
| ≡ | SPGI – S&P GLOBAL INC | Add 19.00% | 262,908 | 4.32 |
| ≡ | ASML HOLDING N V | Buy | 62,903 | 1.55 |
| ≡ | ASPEN TECHNOLOGY INC | Add 68.00% | 120,000 | 0.16 |