| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| AX | Axos Financial, Inc. | Director | $1.03M | +$194K | +23.3% | Mar 4, 2025 |
| CFND | C1 Fund Inc. | Director | Aug 8, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|