Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001095449-17-000052, filed 2017.05.05), Amendment (0001364615-19-000016, filed 2019.04.22). and Amendment (0001364615-19-000015, filed 2019.04.22).
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.