Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-17-042855, filed 2017.11.14), Amendment (0001567619-18-001095, filed 2018.08.14), Amendment (0001140361-18-024003, filed 2018.05.15). and Amendment (0001140361-18-008234, filed 2018.02.14).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.