Portfolio Performance History
| FILE DATE | REPORT PERIOD | QTR YEAR | FILE TYPE | NOS. OF STOCKS | REPORTED VALUE | RETURN |
|---|---|---|---|---|---|---|
| 2021-04-14 | 2021-03-31 | Q1_2021 | 13F-HR | 122 | $152,887,000 | 16.29% |
| 2021-01-13 | 2020-12-31 | Q4_2020 | 13F-HR | 107 | $131,465,000 | 12.78% |
| 2020-10-07 | 2020-09-30 | Q3_2020 | 13F-HR | 116 | $116,565,000 | 12.69% |
| 2020-07-31 | 2020-06-30 | Q2_2020 | 13F-HR | 112 | $103,436,000 | 25.27% |