Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001408324-17-000003, filed 2017.05.15), Amendment (0001408324-17-000005, filed 2017.05.24). and Amendment (0001408324-17-000004, filed 2017.05.16).
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.