| Quarter | Score |
|---|---|
| 2022-Q1 | 52.0 |
| 2022-Q3 | 69.0 |
| 2022-Q4 | 50.9 |
| 2023-Q1 | 49.2 |
| 2023-Q2 | 63.9 |
| 2023-Q3 | 48.0 |
| 2023-Q4 | 66.5 |
| 2024-Q1 | 70.5 |
| 2024-Q2 | 72.3 |
| 2024-Q3 | 57.7 |
| 2024-Q4 | 57.8 |
| 2025-Q1 | 58.8 |
| 2025-Q2 | 62.0 |
| 2025-Q3 | 62.0 |
| 2025-Q4 | 62.3 |
| 2026-Q1 | 62.7 |
| 2026-Q2 | 63.2 |
Stable institutional holding; maintain existing positions
Trading +104.4% above funds' purchase price — elevated pullback risk
1 of 18 tracked funds hold CAT. Avg conviction: 0.0%. Net adding. First tracked at $391.12 (current +104.4% vs tracked).
Benchmark comparison unavailable
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 17 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.
| Fund | % of Portfolio | Action |
|---|---|---|
| Citadel Advisors | 0.0% | Add |