Note: To read the full trade alerts, please click on the links in the dates for the open or close date for each position below.

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Secret Portfolio Legacy
Positions: 350
Last Update: November 25, 2024
Select Portfolio
Symbol Exchange Currency Open Current Total Return Action to Take
AFRM Affirm Holdings
NASDAQ Refer to Buyzone $75.91 01/13/2022 $69.13 -8.93% Hold
IREN Iris Energy
NASDAQ Contact Your Broker $28.00 11/17/2021 $10.40 -62.86% Hold
VRAR The Glimpse Group
NASDAQ Refer to Buyzone $10.25 02/07/2022 $0.70 -93.19% Hold
NU Nu Holdings
NYSE US Comp Contact Your Broker $9.00 12/09/2021 $13.74 52.61% Hold
RELY Remitly Global
NASDAQ Refer to Buyzone $51.44 09/23/2021 $20.77 -59.62% Hold
AGFY Agrify
NASDAQ Refer to Buyzone $231.50 09/08/2021 $46.61 -79.87% Hold
GTLB GitLab
NASDAQ Refer to Buyzone $99.27 10/15/2021 $67.95 -31.55% Hold
ARRY Array Technologies Inc.
NASDAQ Refer to Buyzone $19.81 10/19/2021 $6.75 -65.93% Hold
BLND Blend Labs Inc
NYSE US Comp Refer to Buyzone $14.42 10/29/2021 $5.22 -63.8% Hold
EXFY Expensify
NASDAQ Refer to Buyzone $20.76 03/01/2022 $3.24 -84.38% Hold
SKYT SkyWater Technology Inc.
NASDAQ Refer to Buyzone $15.97 12/23/2021 $8.82 -44.77% Hold
MQ Marqeta
NASDAQ Refer to Buyzone $23.35 10/14/2021 $4.10 -82.44% Hold
AI C3.ai Inc
NYSE US Comp Refer to Buyzone $123.53 12/11/2020 $38.74 -68.64% Hold
AI C3.ai Inc
NYSE US Comp Contact Your Broker $42.00 12/09/2020 $38.74 -7.77% Hold
ROOT Root Inc.
NASDAQ Refer to Buyzone $14.21 12/10/2020 $111.09 681.77% Hold
ROOT Root Inc.
NASDAQ Contact Your Broker $27.00 10/28/2020 $111.09 311.44% Hold
RGTI Rigetti Computing Inc.
NASDAQ USD $3.67 06/30/2022 $3.00 -18.28% Hold
WULF TeraWulf Inc.
NASDAQ Refer to Buyzone $11.04 01/27/2022 $6.92 -37.32% Hold
SYM SVF Investment Corp. 3
NASDAQ Special Report $9.89 03/24/2022 $39.07 295.05% Hold
NRGV Energy Vault Holdings Inc.
NYSE US Comp USD $13.79 02/24/2022 $1.75 -87.35% Hold
CIFR Cipher Mining Inc.
NASDAQ USD $12.15 03/11/2021 $6.30 -48.15% Hold
FUBO FuboTV
NYSE US Comp Refer to Buyzone $22.46 04/07/2021 $1.45 -93.54% Hold
DFH Dream Finder Homes
NYSE US Comp Refer to Buyzone $22.50 01/29/2021 $33.24 47.71% Hold
OPEN Opendoor Technologies Inc.
NASDAQ USD $17.61 11/04/2020 $2.25 -87.22% Hold
BITF Bitfarms Ltd.
NASDAQ USD $5.15 05/17/2021 $2.06 -60% Hold
ABCL AbCellera Biologics
NASDAQ Refer to Buyzone $39.00 01/05/2021 $2.89 -92.6% Hold
VITL Vital Farms
NASDAQ Refer to Buyzone $35.80 07/31/2020 $31.95 -10.75% Hold
LICY Li-Cycle Holdings Corp.
NYSE US Comp USD $65.44 05/31/2022 $2.17 -96.68% Hold
OLO Olo Inc.
NYSE US Comp Refer to Buyzone $32.73 05/26/2021 $7.26 -77.83% Hold
VITL Vital Farms
NASDAQ Contact Your Broker $22.00 07/31/2020 $31.95 45.23% Hold
SHLS Shoals Technologies Group
NASDAQ Refer to Buyzone $32.12 08/31/2021 $4.90 -84.76% Hold
INDI indie Semiconductor Inc.
NASDAQ USD $6.90 04/29/2022 $5.17 -25.07% Hold
DKNG DraftKings Inc.
NASDAQ USD $10.77 01/06/2020 $43.46 303.53% Hold
GDRX GoodRx Holdings
NASDAQ Contact Your Broker $33.00 09/23/2020 $4.93 -85.08% Hold
MAPS WM Technology Inc.
NASDAQ USD $21.55 01/20/2021 $1.29 -94.03% Hold
GDRX GoodRx Holdings
NASDAQ Refer to Buyzone $50.15 10/21/2020 $4.93 -90.18% Hold
LAAC Lithium Americas Corp.
NYSE US Comp USD $9.90 11/11/2020 $3.24 -67.27% Hold
FNMAT FNMAT Preferred Share
Other OTC Mk USD $3.03 05/11/2022 $10.14 235.21% Hold
PUBM PubMatic Inc.
NASDAQ Refer to Buyzone $34.00 08/11/2021 $16.42 -51.72% Hold
BIRD Allbirds
NASDAQ Contact Your Broker $15.00 11/03/2021 $8.99 -40.07% Hold
MYTE MYT Netherlands Parent BV
NYSE US Comp Refer to Buyzone $14.70 02/15/2022 $7.04 -52.14% Hold
BFLY Butterfly Network Inc.
NYSE US Comp USD $16.30 12/03/2020 $3.27 -79.97% Hold
SDIG Stronghold Digital Mining
NASDAQ Contact Your Broker $19.00 10/20/2021 $4.94 -74% Hold
FIGS FIGS Inc.
NYSE US Comp Refer to Buyzone $38.68 08/27/2021 $4.89 -87.37% Hold
BDSX Biodesix
NASDAQ Contact Your Broker $18.00 10/28/2020 $1.36 -92.47% Hold
BDSX Biodesix
NASDAQ Refer to Buyzone $16.46 11/17/2020 $1.36 -91.77% Hold
BLDE Blade Air Mobility Inc.
NASDAQ USD $12.06 01/08/2021 $3.39 -71.93% Hold
MASS 908 Devices
NASDAQ Refer to Buyzone $35.70 11/04/2021 $2.61 -92.69% Hold
PATH UiPath
NYSE US Comp Refer to Buyzone $73.82 05/19/2021 $14.59 -80.24% Hold
LOGC Contextlogic
NASDAQ Refer to Buyzone $13.16 06/22/2021 $7.21 -45.25% Hold
ARBK Argo Blockchain ADR
NASDAQ Refer to Buyzone $16.59 09/27/2021 $1.14 -93.13% Hold
TDUP Thredup
NASDAQ Refer to Buyzone $19.20 04/22/2021 $1.62 -91.56% Hold
BLZE Backblaze
NASDAQ Contact Your Broker $16.00 11/11/2021 $6.22 -61.14% Hold
AMWL Amwell Corp.
NYSE US Comp Refer to Buyzone $28.60 09/30/2020 $8.43 -70.54% Hold
AMWL Amwell Corp.
NYSE US Comp Contact Your Broker $18.00 09/17/2020 $8.43 -53.19% Hold
RVYL Ryvyl Inc.
NASDAQ Refer to Buyzone $17.58 04/12/2021 $1.39 -92.09% Hold
TASK TaskUs
NASDAQ Refer to Buyzone $60.27 10/08/2021 $15.52 -74.25% Hold
IPW iPower
NASDAQ Refer to Buyzone $7.96 06/08/2021 $0.66 -91.71% Hold
JOBY Joby Aviation Inc.
NYSE US Comp USD $10.09 06/25/2021 $7.68 -23.9% Hold
RKLB Rocket Lab USA
NASDAQ USD $10.35 07/29/2021 $23.86 130.64% Hold
S SentinelOne Inc
NYSE US Comp Refer to Buyzone $61.11 10/14/2021 $28.89 -52.72% Hold
AUR Aurora Innovation Inc.
NASDAQ USD $9.86 08/26/2021 $6.51 -33.93% Hold
GHLD Guild Holdings
NYSE US Comp Contact Your Broker $15.00 10/22/2020 $13.76 18.4% Hold
FNMAS FNMAS Preferred Share
Other OTC Mk USD $3.37 05/11/2022 $11.21 232.49% Hold
DM Desktop Metal Inc.
NYSE US Comp USD $11.94 09/02/2020 $4.32 -63.81% Hold
TOST Toast Inc
NYSE US Comp Refer to Buyzone $61.70 09/22/2021 $42.89 -30.49% Hold
MSGM Motorsport Games
NASDAQ Contact Your Broker $20.00 01/13/2021 $1.11 -94.48% Hold
MSGM Motorsport Games
NASDAQ Refer to Buyzone $36.29 01/25/2021 $1.11 -96.96% Hold
HYFM Hydrofarm Holdings
NASDAQ Refer to Buyzone $51.92 03/08/2021 $0.70 -98.65% Hold
LTRN Lantern Pharma
NASDAQ Refer to Buyzone $13.03 08/25/2021 $3.12 -76.02% Hold
UGRO urban-gro
NASDAQ Contact Your Broker $30.00 02/05/2021 $1.51 -94.97% Hold
VJTTY Voxeljet AG
Other OTC Mk USD $10.40 11/26/2019 $0.15 -98.56% Hold
HLTHQ Cue Health
Other OTC Mk Contact Your Broker $16.00 09/24/2021 $0.00 -100% Hold
TBIO Codex DNA
Other OTC Mk Refer to Buyzone $9.95 03/18/2022 $0.91 -90.85% Hold
TRUL-CN Trulieve Cannabis Corp.
CSE CAD C$20.35 07/22/2020 C$8.33 -59.07% Hold
SHPWQ Shapeways Holdings Inc.
Other OTC Mk Buy $4.07 12/02/2021 $0.00 -100% Hold
CURA-T Curaleaf Holdings Inc.
TMX Grp TSX CAD C$7.72 12/30/2019 C$2.73 -64.64% Hold
AFIB Acutus Medical
Other OTC Mk Refer to Buyzone $15.26 05/19/2021 $0.07 -99.57% Hold
PLTH-CN Planet 13 Holdings Inc.
CSE CAD C$2.45 12/30/2019 C$0.55 -77.55% Hold
LHDXQ Lucira Health
Other OTC Mk Refer to Buyzone $9.27 04/13/2021 $0.00 -100% Hold
TLIS Talis Biomedical
Other OTC Mk Refer to Buyzone $15.42 03/10/2021 $1.69 -89.04% Hold
CL-CN Cresco Labs Inc.
CSE CAD C$8.67 12/30/2019 C$1.51 -82.58% Hold
BRAXF Braxia Scientific Corp.
Other OTC Mk USD $0.41 03/31/2020 $0.00 -99.07% Hold
HCDIQ Harbor Custom Development
Other OTC Mk Refer to Buyzone $6.00 08/28/2020 $0.00 -100% Hold
HCDIQ Harbor Custom Development
Other OTC Mk Contact Your Broker $6.00 08/28/2020 $0.00 -100% Hold
FMCCT FMCCT Preferred Share
Other OTC Mk USD $5.37 05/11/2022 $15.15 182.12% Hold
TSPH TuSimple
Other OTC Mk Refer to Buyzone $37.59 08/05/2021 $0.23 -99.39% Hold
LILM Lilium N.V.
NASDAQ USD $10.17 09/30/2021 $0.05 -99.49% Hold
ASTR Astra Space Inc.
NASDAQ USD $18.61 02/04/2021 $0.54 -97.1% Hold
CORZQ Core Scientific Inc.
Other OTC Mk USD $12.01 10/28/2021 $0.89 -92.59% Hold
CELL Berkeley Lights
NASDAQ Refer to Buyzone $35.33 08/26/2021 $1.00 -97.17% Hold
SEV Sono Group
NASDAQ Contact Your Broker $15.00 11/17/2021 $0.21 -98.62% Hold
BGRY Berkshire Grey Inc.
NASDAQ USD $5.33 12/30/2021 $1.40 -73.73% Hold
SUMO Sumo Logic
NASDAQ Refer to Buyzone $19.89 04/13/2021 $12.04 -39.47% Hold
SGFY Signify Health Inc
NYSE US Comp Refer to Buyzone $33.97 02/12/2021 $30.49 -10.24% Hold
VLDR Velodyne Lidar Inc.
NASDAQ USD $16.65 07/07/2020 $1.26 -92.43% Hold
KNBE KnowBe4
NASDAQ Refer to Buyzone $27.58 07/19/2021 $24.89 -9.75% Hold
POSH Poshmark
NASDAQ Contact Your Broker $42.00 01/14/2021 $17.90 -57.38% Hold
POSH Poshmark
NASDAQ Refer to Buyzone $71.64 01/21/2021 $17.90 -75.01% Hold
Symbol Exchange Currency Open Current Total Return Action to Take
VJTTY Voxeljet AG
Other OTC Mk USD $10.40 11/26/2019 $0.15 -98.56% Hold
CURA-T Curaleaf Holdings Inc.
TMX Grp TSX CAD C$7.72 12/30/2019 C$2.73 -64.64% Hold
PLTH-CN Planet 13 Holdings Inc.
CSE CAD C$2.45 12/30/2019 C$0.55 -77.55% Hold
CL-CN Cresco Labs Inc.
CSE CAD C$8.67 12/30/2019 C$1.51 -82.58% Hold
DKNG DraftKings Inc.
NASDAQ USD $10.77 01/06/2020 $43.46 303.53% Hold
BRAXF Braxia Scientific Corp.
Other OTC Mk USD $0.41 03/31/2020 $0.00 -99.07% Hold
VLDR Velodyne Lidar Inc.
NASDAQ USD $16.65 07/07/2020 $1.26 -92.43% Hold
TRUL-CN Trulieve Cannabis Corp.
CSE CAD C$20.35 07/22/2020 C$8.33 -59.07% Hold
DM Desktop Metal Inc.
NYSE US Comp USD $11.94 09/02/2020 $4.32 -63.81% Hold
OPEN Opendoor Technologies Inc.
NASDAQ USD $17.61 11/04/2020 $2.25 -87.22% Hold
LAAC Lithium Americas Corp.
NYSE US Comp USD $9.90 11/11/2020 $3.24 -67.27% Hold
BFLY Butterfly Network Inc.
NYSE US Comp USD $16.30 12/03/2020 $3.27 -79.97% Hold
BLDE Blade Air Mobility Inc.
NASDAQ USD $12.06 01/08/2021 $3.39 -71.93% Hold
MAPS WM Technology Inc.
NASDAQ USD $21.55 01/20/2021 $1.29 -94.03% Hold
ASTR Astra Space Inc.
NASDAQ USD $18.61 02/04/2021 $0.54 -97.1% Hold
CIFR Cipher Mining Inc.
NASDAQ USD $12.15 03/11/2021 $6.30 -48.15% Hold
BITF Bitfarms Ltd.
NASDAQ USD $5.15 05/17/2021 $2.06 -60% Hold
JOBY Joby Aviation Inc.
NYSE US Comp USD $10.09 06/25/2021 $7.68 -23.9% Hold
RKLB Rocket Lab USA
NASDAQ USD $10.35 07/29/2021 $23.86 130.64% Hold
LILM Lilium N.V.
NASDAQ USD $10.17 09/30/2021 $0.05 -99.49% Hold
CORZQ Core Scientific Inc.
Other OTC Mk USD $12.01 10/28/2021 $0.89 -92.59% Hold
AUR Aurora Innovation Inc.
NASDAQ USD $9.86 08/26/2021 $6.51 -33.93% Hold
SHPWQ Shapeways Holdings Inc.
Other OTC Mk Buy $4.07 12/02/2021 $0.00 -100% Hold
BGRY Berkshire Grey Inc.
NASDAQ USD $5.33 12/30/2021 $1.40 -73.73% Hold
WULF TeraWulf Inc.
NASDAQ Refer to Buyzone $11.04 01/27/2022 $6.92 -37.32% Hold
NRGV Energy Vault Holdings Inc.
NYSE US Comp USD $13.79 02/24/2022 $1.75 -87.35% Hold
SYM SVF Investment Corp. 3
NASDAQ Special Report $9.89 03/24/2022 $39.07 295.05% Hold
INDI indie Semiconductor Inc.
NASDAQ USD $6.90 04/29/2022 $5.17 -25.07% Hold
FNMAT FNMAT Preferred Share
Other OTC Mk USD $3.03 05/11/2022 $10.14 235.21% Hold
FMCCT FMCCT Preferred Share
Other OTC Mk USD $5.37 05/11/2022 $15.15 182.12% Hold
FNMAS FNMAS Preferred Share
Other OTC Mk USD $3.37 05/11/2022 $11.21 232.49% Hold
LICY Li-Cycle Holdings Corp.
NYSE US Comp USD $65.44 05/31/2022 $2.17 -96.68% Hold
RGTI Rigetti Computing Inc.
NASDAQ USD $3.67 06/30/2022 $3.00 -18.28% Hold
Symbol Exchange Currency Open Current Total Return Action to Take
VITL Vital Farms
NASDAQ Contact Your Broker $22.00 07/31/2020 $31.95 45.23% Hold
VITL Vital Farms
NASDAQ Refer to Buyzone $35.80 07/31/2020 $31.95 -10.75% Hold
HCDIQ Harbor Custom Development
Other OTC Mk Contact Your Broker $6.00 08/28/2020 $0.00 -100% Hold
HCDIQ Harbor Custom Development
Other OTC Mk Refer to Buyzone $6.00 08/28/2020 $0.00 -100% Hold
AMWL Amwell Corp.
NYSE US Comp Contact Your Broker $18.00 09/17/2020 $8.43 -53.19% Hold
GDRX GoodRx Holdings
NASDAQ Contact Your Broker $33.00 09/23/2020 $4.93 -85.08% Hold
AMWL Amwell Corp.
NYSE US Comp Refer to Buyzone $28.60 09/30/2020 $8.43 -70.54% Hold
GDRX GoodRx Holdings
NASDAQ Refer to Buyzone $50.15 10/21/2020 $4.93 -90.18% Hold
GHLD Guild Holdings
NYSE US Comp Contact Your Broker $15.00 10/22/2020 $13.76 18.4% Hold
ROOT Root Inc.
NASDAQ Contact Your Broker $27.00 10/28/2020 $111.09 311.44% Hold
BDSX Biodesix
NASDAQ Contact Your Broker $18.00 10/28/2020 $1.36 -92.47% Hold
BDSX Biodesix
NASDAQ Refer to Buyzone $16.46 11/17/2020 $1.36 -91.77% Hold
AI C3.ai Inc
NYSE US Comp Contact Your Broker $42.00 12/09/2020 $38.74 -7.77% Hold
ROOT Root Inc.
NASDAQ Refer to Buyzone $14.21 12/10/2020 $111.09 681.77% Hold
AI C3.ai Inc
NYSE US Comp Refer to Buyzone $123.53 12/11/2020 $38.74 -68.64% Hold
ABCL AbCellera Biologics
NASDAQ Refer to Buyzone $39.00 01/05/2021 $2.89 -92.6% Hold
MSGM Motorsport Games
NASDAQ Contact Your Broker $20.00 01/13/2021 $1.11 -94.48% Hold
POSH Poshmark
NASDAQ Contact Your Broker $42.00 01/14/2021 $17.90 -57.38% Hold
POSH Poshmark
NASDAQ Refer to Buyzone $71.64 01/21/2021 $17.90 -75.01% Hold
MSGM Motorsport Games
NASDAQ Refer to Buyzone $36.29 01/25/2021 $1.11 -96.96% Hold
DFH Dream Finder Homes
NYSE US Comp Refer to Buyzone $22.50 01/29/2021 $33.24 47.71% Hold
UGRO urban-gro
NASDAQ Contact Your Broker $30.00 02/05/2021 $1.51 -94.97% Hold
SGFY Signify Health Inc
NYSE US Comp Refer to Buyzone $33.97 02/12/2021 $30.49 -10.24% Hold
HYFM Hydrofarm Holdings
NASDAQ Refer to Buyzone $51.92 03/08/2021 $0.70 -98.65% Hold
TLIS Talis Biomedical
Other OTC Mk Refer to Buyzone $15.42 03/10/2021 $1.69 -89.04% Hold
FUBO FuboTV
NYSE US Comp Refer to Buyzone $22.46 04/07/2021 $1.45 -93.54% Hold
RVYL Ryvyl Inc.
NASDAQ Refer to Buyzone $17.58 04/12/2021 $1.39 -92.09% Hold
LHDXQ Lucira Health
Other OTC Mk Refer to Buyzone $9.27 04/13/2021 $0.00 -100% Hold
SUMO Sumo Logic
NASDAQ Refer to Buyzone $19.89 04/13/2021 $12.04 -39.47% Hold
TDUP Thredup
NASDAQ Refer to Buyzone $19.20 04/22/2021 $1.62 -91.56% Hold
PATH UiPath
NYSE US Comp Refer to Buyzone $73.82 05/19/2021 $14.59 -80.24% Hold
AFIB Acutus Medical
Other OTC Mk Refer to Buyzone $15.26 05/19/2021 $0.07 -99.57% Hold
OLO Olo Inc.
NYSE US Comp Refer to Buyzone $32.73 05/26/2021 $7.26 -77.83% Hold
IPW iPower
NASDAQ Refer to Buyzone $7.96 06/08/2021 $0.66 -91.71% Hold
LOGC Contextlogic
NASDAQ Refer to Buyzone $13.16 06/22/2021 $7.21 -45.25% Hold
KNBE KnowBe4
NASDAQ Refer to Buyzone $27.58 07/19/2021 $24.89 -9.75% Hold
TSPH TuSimple
Other OTC Mk Refer to Buyzone $37.59 08/05/2021 $0.23 -99.39% Hold
PUBM PubMatic Inc.
NASDAQ Refer to Buyzone $34.00 08/11/2021 $16.42 -51.72% Hold
LTRN Lantern Pharma
NASDAQ Refer to Buyzone $13.03 08/25/2021 $3.12 -76.02% Hold
CELL Berkeley Lights
NASDAQ Refer to Buyzone $35.33 08/26/2021 $1.00 -97.17% Hold
FIGS FIGS Inc.
NYSE US Comp Refer to Buyzone $38.68 08/27/2021 $4.89 -87.37% Hold
SHLS Shoals Technologies Group
NASDAQ Refer to Buyzone $32.12 08/31/2021 $4.90 -84.76% Hold
AGFY Agrify
NASDAQ Refer to Buyzone $231.50 09/08/2021 $46.61 -79.87% Hold
TOST Toast Inc
NYSE US Comp Refer to Buyzone $61.70 09/22/2021 $42.89 -30.49% Hold
RELY Remitly Global
NASDAQ Refer to Buyzone $51.44 09/23/2021 $20.77 -59.62% Hold
HLTHQ Cue Health
Other OTC Mk Contact Your Broker $16.00 09/24/2021 $0.00 -100% Hold
ARBK Argo Blockchain ADR
NASDAQ Refer to Buyzone $16.59 09/27/2021 $1.14 -93.13% Hold
TASK TaskUs
NASDAQ Refer to Buyzone $60.27 10/08/2021 $15.52 -74.25% Hold
MQ Marqeta
NASDAQ Refer to Buyzone $23.35 10/14/2021 $4.10 -82.44% Hold
S SentinelOne Inc
NYSE US Comp Refer to Buyzone $61.11 10/14/2021 $28.89 -52.72% Hold
GTLB GitLab
NASDAQ Refer to Buyzone $99.27 10/15/2021 $67.95 -31.55% Hold
ARRY Array Technologies Inc.
NASDAQ Refer to Buyzone $19.81 10/19/2021 $6.75 -65.93% Hold
SDIG Stronghold Digital Mining
NASDAQ Contact Your Broker $19.00 10/20/2021 $4.94 -74% Hold
BLND Blend Labs Inc
NYSE US Comp Refer to Buyzone $14.42 10/29/2021 $5.22 -63.8% Hold
BIRD Allbirds
NASDAQ Contact Your Broker $15.00 11/03/2021 $8.99 -40.07% Hold
MASS 908 Devices
NASDAQ Refer to Buyzone $35.70 11/04/2021 $2.61 -92.69% Hold
BLZE Backblaze
NASDAQ Contact Your Broker $16.00 11/11/2021 $6.22 -61.14% Hold
IREN Iris Energy
NASDAQ Contact Your Broker $28.00 11/17/2021 $10.40 -62.86% Hold
SEV Sono Group
NASDAQ Contact Your Broker $15.00 11/17/2021 $0.21 -98.62% Hold
NU Nu Holdings
NYSE US Comp Contact Your Broker $9.00 12/09/2021 $13.74 52.61% Hold
SKYT SkyWater Technology Inc.
NASDAQ Refer to Buyzone $15.97 12/23/2021 $8.82 -44.77% Hold
AFRM Affirm Holdings
NASDAQ Refer to Buyzone $75.91 01/13/2022 $69.13 -8.93% Hold
VRAR The Glimpse Group
NASDAQ Refer to Buyzone $10.25 02/07/2022 $0.70 -93.19% Hold
MYTE MYT Netherlands Parent BV
NYSE US Comp Refer to Buyzone $14.70 02/15/2022 $7.04 -52.14% Hold
EXFY Expensify
NASDAQ Refer to Buyzone $20.76 03/01/2022 $3.24 -84.38% Hold
TBIO Codex DNA
Other OTC Mk Refer to Buyzone $9.95 03/18/2022 $0.91 -90.85% Hold
Symbol Exchange Currency Open Close
Price/Date
Total Return Action to Take
ACB-T Aurora Cannabis Inc.
TMX Grp TSX CAD C$104.40 08/29/2018 C$1.97 09/02/2022 -98.11% Hold
FNMA Federal National Mortgage ...Federal National Mortgage Association
Other OTC Mk USD $1.42 05/17/2018 $0.53 09/02/2022 -62.99% Hold
TGOD-CN The Green Organic Dutchman ...The Green Organic Dutchman Holdings Ltd.
CSE CAD C$3.41 02/13/2019 C$0.07 09/02/2022 -97.95% Hold
FMCC Federal Home Loan Mortgage ...Federal Home Loan Mortgage Corp.
Other OTC Mk USD $1.50 05/23/2018 $0.52 09/02/2022 -65.49% Hold
HIVE Hive Blockchain Technologi ...Hive Blockchain Technologies Ltd.
NASDAQ USD $0.46 05/24/2019 $4.79 09/02/2022 948.14% Hold
MSP Datto Holding Corp
NYSE US Comp Sold on 4/11/2022 $26.88 05/17/2021 $34.53 04/11/2022 28.46% Post IPO
U Unity Software
NYSE US Comp Sold on 11/18/2021 $124.31 08/25/2021 $203.88 11/18/2021 64.01% Post IPO
SNOW Snowflake
NYSE US Comp Sold on 11/18/2021 $274.64 08/04/2021 $398.25 11/18/2021 45.01% Post IPO
CERT Certarra
NASDAQ Sold on 11/8/2021 $27.79 03/25/2021 $42.24 11/08/2021 52% Post IPO
GFS GlobalFoundries
NASDAQ Sold on 11/5/2021 $47.30 10/28/2021 $62.95 11/05/2021 33.09% Post IPO
CUBE-CN Saltbae Capital Corp.
CSE CAD C$0.12 04/17/2019 C$0.00 10/20/2021 -100% Company delisted
APP Applovin
NASDAQ Sold on 10/15/2021 $62.89 08/05/2021 $91.15 10/15/2021 44.94% Post IPO - Special Report
ETHC Ether Capital Corp.
NEO CAD C$1.54 12/04/2020 C$4.50 10/14/2021 192.21% Sold on 10/14/2021
HUT-T Hut 8 Mining Corp.
TMX Grp TSX CAD C$1.19 05/06/2020 C$13.27 10/13/2021 1015.13% Sold on 10/13/21
ISENF IsoEnergy Ltd.
Other OTC Mk USD $2.39 02/17/2021 $3.75 10/12/2021 57.04% Sold on 10/12/2021
GWH ESS TECH
NYSE US Comp USD $9.96 07/29/2021 $26.96 10/12/2021 170.68% Sold on 10/12/2021
TRIT Triterras Inc.
Other OTC Mk USD $10.31 07/30/2020 $6.08 09/27/2021 -41.03% Sold on 9/27/2021
DUOL Duolingo
NASDAQ Sold on 9/15/2021 $102.00 07/28/2021 $160.10 09/15/2021 56.96% Pre IPO
ZI ZoomInfo Technologies
NASDAQ Sold on 9/7/2021 $38.70 06/04/2020 $64.21 09/07/2021 65.92% Post IPO
DOCN DigitalOcean
NYSE US Comp Sold on 9/7/2021 $54.81 08/05/2021 $70.57 09/07/2021 28.75% Post IPO
ZI ZoomInfo Technologies
NASDAQ Sold on 9/7/2021 $21.00 06/04/2020 $64.21 09/07/2021 205.76% Pre IPO
AFRM Affirm Holdings
NASDAQ Sold on 8/30/2021 $49.00 01/13/2021 $96.13 08/30/2021 96.18% Pre IPO
AFRM Affirm Holdings
NASDAQ Sold on 8/30/2021 $106.50 01/20/2021 $96.13 08/30/2021 -9.74% Post IPO
BVS Bioventus
NASDAQ Sold on 8/27/2021 $15.86 05/10/2021 $15.06 08/27/2021 -5.04% Post IPO
SLQT SelectQuote Inc.
NYSE US Comp Sold on 8/26/2021 $27.90 05/21/2020 $8.06 08/26/2021 -71.11% Post IPO
VMAR Vision Marine Technologies
NASDAQ Sold on 8/26/2021 $8.45 06/02/2021 $6.10 08/26/2021 -27.81% Post IPO
ATY AcuityAds Holdings
Other OTC Mk Sold on 8/17/2021 $11.00 06/11/2021 $8.20 08/17/2021 -25.45% Post IPO
LDI Loandepot
NYSE US Comp Sold on 8/13/2021 $28.40 02/12/2021 $8.89 08/13/2021 -66.26% Post IPO
GOCO GoHealth Inc.
NASDAQ Sold on 8/13/2021 $25.75 07/15/2020 $4.36 08/13/2021 -83.07% Post IPO
GOCO GoHealth Inc.
NASDAQ Sold on 8/13/2021 $21.00 07/15/2020 $4.36 08/13/2021 -79.24% Pre IPO
ONTF ON24
NYSE US Comp Sold on 8/11/2021 $38.84 06/30/2021 $23.19 08/11/2021 -40.29% Post IPO
RVVTF Revive Therapeut
Other OTC Mk USD $0.45 03/09/2021 $0.37 08/11/2021 -17.32% Sold on 8/11/2021
IMTX Immatics Biotechnologies G ...Immatics Biotechnologies GmbH
NASDAQ USD $13.75 06/16/2020 $12.21 08/11/2021 -11.2% Sold on 8/11/2021
CLLS Cellectis
NASDAQ USD $29.49 05/17/2018 $13.38 08/11/2021 -54.63% Sold on 8/11/2021
VRM Vroom Inc.
NASDAQ Sold on 8/10/2021 $43.00 06/09/2020 $38.87 08/10/2021 -9.6% Post IPO
VRM Vroom Inc.
NASDAQ Sold on 8/10/2021 $22.00 06/09/2020 $38.87 08/10/2021 76.68% Pre IPO
GRA NanoXplore
TSX Venture CAD C$1.59 01/28/2020 C$5.25 08/09/2021 230.19% Sold on 8/9/2021
TLGRF Talga Group
Other OTC Mk USD $1.24 04/23/2021 $0.94 08/09/2021 -24.19% Sold on 8/9/2021
CMPS Compass Pathway
NASDAQ Sold on 8/5/2021 $53.57 02/19/2021 $32.59 08/05/2021 -39.16% Post IPO
VIAO VIA Optronics
Other OTC Mk Sold on 8/5/2021 $14.38 04/01/2021 $7.76 08/05/2021 -46.04% Post IPO
PCELL PowerCell Sweden AB
STO Equities SEK kr307.60 07/01/2020 kr171.80 08/05/2021 -44.15% Sold on 8/5/2021
FGR.AX First Graphene
ASX - All Markets AUD A$0.19 11/30/2018 A$0.21 08/05/2021 14.86% Sold on 8/5/2021
ABCM Abcam
NASDAQ Sold on 8/4/2021 $17.50 10/22/2020 $19.69 08/04/2021 12.51% Pre IPO
ABCM Abcam
NASDAQ Sold on 8/4/2021 $19.75 10/22/2020 $19.69 08/04/2021 -0.3% Post IPO
MYTE MYT Netherlands Parent BV
NYSE US Comp Sold on 8/4/2021 $25.68 03/05/2021 $29.30 08/04/2021 14.1% Post IPO
PROG Progenity
NASDAQ Sold on 8/2/2021 $15.00 06/19/2020 $2.10 08/02/2021 -86% Pre IPO - Special Report
PROG Progenity
NASDAQ Sold on 8/2/2021 $13.31 06/19/2020 $2.10 08/02/2021 -84.22% Post IPO - Special Report
YOU Clear Secure Inc
NYSE US Comp Sold on 8/2/2021 $31.00 06/30/2021 $53.51 08/02/2021 72.61% Pre IPO
NEL Nel ASA
Oslo SE NOK kr18.85 07/01/2020 kr16.78 07/29/2021 -10.98% Sold on 7/29/2021
ALGM Allegro MicroSystems
NASDAQ Sold on 7/29/2021 $14.00 10/29/2020 $26.59 07/29/2021 89.93% Pre IPO
ALGM Allegro MicroSystems
NASDAQ Sold on 7/29/2021 $27.05 12/10/2020 $26.59 07/29/2021 -1.7% Post IPO
AGFY Agrify
NASDAQ Sold on 7/29/2021 $12.15 03/05/2021 $19.14 07/29/2021 57.53% Post IPO
PWG-PA Prodways Group SA
Euronext Par EURO €2.57 11/26/2019 €2.84 07/26/2021 10.51% Sold on 7/26/2021
BALYO Balyo Inc
Euronext EURO €1.71 02/21/2020 €1.32 07/26/2021 -22.81% Sold on 7/26/2021
PWG Prodways Group SA
Euronext Paris EURO €2.57 11/26/2019 €2.84 07/26/2021 10.51% Sold on 7/26/2021
TNK Teekay Tankers
NYSE US Comp USD $24.50 04/21/2020 $12.08 07/22/2021 -50.69% Sold on 7/22/2021
STNG Scorpio Tankers
NYSE US Comp USD $23.80 04/21/2020 $17.05 07/22/2021 -26.26% Sold on 7/22/2021
NETI Eneti Inc.
NYSE US Comp USD $25.63 04/30/2020 $16.55 07/22/2021 -34.45% 7/22/2021
VRS-L Versarien
LSE SETS GBP p119.00 11/30/2018 p30.30 07/22/2021 -74.54% Sold on 7/22/2021
KRP Kimbell Royalty Partners
NYSE US Comp USD $7.23 05/21/2020 $11.73 07/22/2021 73.03% Sold on 7/22/2021
RFX.AX Redflow Lt.
ASX - All Markets AUD A$0.05 10/03/2019 A$0.06 07/19/2021 18.37% Sold on 7/19/2021
NAVYA-PA Navya SA
Euronext Par EURO €1.14 08/20/2019 €2.03 07/16/2021 77.89% Sold on 7/16/2021
BMN-L Bushveld Mineral
LSE SETS GBP p27.75 04/17/2019 p12.60 07/16/2021 -54.59% Sold on 7/16/21
TOBII Tobii AB
STO Equities SKR kr49.24 08/27/2020 kr66.00 07/14/2021 34.04% SOLD ON 7/14/2021
7779.T Cyberdyne
Tokyo Yen ¥1492.00 04/05/2018 ¥477.00 07/13/2021 -68.03% Sold on 7/13/2021
ALESK-PA Esker SA
Euronext Par EUR €142.00 07/30/2020 €254.50 07/09/2021 79.58% Sold on 7/9/2021
DSX Diana Shipping
NYSE US Comp USD $1.88 04/30/2020 $4.31 07/07/2021 129.26% Sold on 7/7/2021
GOGL Golden Ocean Group
NASDAQ USD $3.80 04/30/2020 $10.61 07/07/2021 185.79% Sold on 7/7/2021
CRCT Cricut
NASDAQ Sold on 6/25/2021 $23.28 04/22/2021 $40.99 06/25/2021 76.07% Post IPO
TELL Tellurian
NYSE US Comp USD $1.07 05/21/2020 $4.92 06/07/2021 359.81% Sold on 6/7/2021
FMS-V Focus Graphite
TSX Venture CAD C$0.04 11/30/2018 C$0.12 05/11/2021 228.57% Sold on 5/11/2021
6232 Autonomous Control Systems ...Autonomous Control Systems Laboratory
Tokyo SE YEN ¥3315.00 02/21/2020 ¥2658.00 05/11/2021 -19.82% Sold on 5/11/2021
6288 Excellence Optoelectronics
Taiwan SE NT$ NT$25.05 01/20/2020 NT$31.35 03/31/2021 25.15% Special Report Recommendations
1536 Hota Industrial Manufactur ...Hota Industrial Manufacturing Co. Ltd.
Taiwan SE NT$ NT$117.00 01/20/2020 NT$114.50 03/31/2021 -2.14% Special Report Recommendations
LTRN Lantern Pharma Inc.
NASDAQ Sold on 3/18/2021 $15.00 06/11/2020 $21.55 03/18/2021 43.67% Pre IPO
LTRN Lantern Pharma Inc.
NASDAQ Sold on 3/18/2021 $14.58 06/11/2020 $21.55 03/18/2021 47.81% Post IPO
PLYM Plymouth Industrial REIT
NYSE US Comp USD $13.80 01/04/2019 $16.63 03/17/2021 38.44% Refer to Buyzone
BASI Bioanalytical Systems Inc.
NASDAQ USD $3.84 09/19/2019 $15.19 03/16/2021 295.57% Special Report Recommendations
BBKCF BIGG Digital Assets
Other OTC Mk USD $0.08 05/24/2019 $1.44 03/10/2021 1718.18% Refer to Buyzone
BIGC BigCommerce Holdings
NASDAQ Sold on 3/10/2021 $78.50 08/05/2020 $57.88 03/10/2021 -26.27% Post IPO
BIGC BigCommerce Holdings
NASDAQ Sold on 3/10/2021 $24.00 08/05/2020 $57.88 03/10/2021 141.17% Pre IPO
MSP Datto Holdings
NYSE US Comp Sold on 3/8/2021 $27.00 10/21/2020 $24.14 03/08/2021 -10.59% Pre IPO
RPRX Royalty Pharma
NASDAQ Sold on 3/8/2021 $28.00 06/16/2020 $44.73 03/08/2021 60.82% Pre IPO
RPRX Royalty Pharma
NASDAQ Sold on 3/8/2021 $45.26 06/16/2020 $44.73 03/08/2021 -0.51% Post IPO
MSP Datto Holdings
NYSE US Comp Sold on 3/8/2021 $28.66 11/24/2020 $24.14 03/08/2021 -15.77% Post IPO
BSY Bentley Systems
NASDAQ Sold on 3/5/2021 $39.68 10/20/2020 $46.45 03/05/2021 17.14% Post IPO
BSY Bentley Systems
NASDAQ Sold on 3/5/2021 $22.00 09/23/2020 $46.45 03/05/2021 111.27% Pre IPO
AZEK The Azek Company
NYSE US Comp Sold on 3/5/2021 $23.00 06/12/2020 $39.46 03/05/2021 71.57% Pre IPO
AZEK The Azek Company
NYSE US Comp Sold on 3/5/2021 $27.04 06/12/2020 $39.46 03/05/2021 45.93% Post IPO
NCNO nCino Inc.
NASDAQ Sold on 3/4/2021 $31.00 07/14/2020 $66.33 03/04/2021 113.97% Pre IPO
SDGR Schrodinger
NASDAQ Sold on 3/4/2021 $70.41 08/14/2020 $72.52 03/04/2021 3% Post IPO
NCNO nCino Inc.
NASDAQ Sold on 3/4/2021 $78.44 07/14/2020 $66.33 03/04/2021 -15.44% Post IPO
TNG.AX TNG
ASX - All Markets AUD A$0.10 04/17/2019 A$0.10 02/16/2021 -2.04% Sold on 2/16/21
QTCOM Qt Group Oyj
HEL Equities EUR €27.90 07/30/2020 €82.80 02/16/2021 196.77% Sold on 2/16/21
LEGN Legend Biotech Corp.
NASDAQ Sold on 2/5/2021 $35.01 06/05/2020 $26.29 02/05/2021 -24.91% Post IPO
LEGN Legend Biotech Corp.
NASDAQ Sold on 2/5/2021 $23.00 06/05/2020 $26.29 02/05/2021 14.3% Pre IPO
BILL Bill.com
NYSE US Comp Sold on 2/5/2021 $82.37 06/18/2020 $171.96 02/05/2021 108.77% Post IPO
ONEM 1Life Healthcare
NASDAQ Sold on 2/5/2021 $28.30 08/17/2020 $55.53 02/05/2021 96.22% Post IPO
PUBM Pubmatic Inc.
NASDAQ Sold on 2/4/2021 $20.00 12/09/2020 $49.14 02/04/2021 145.7% Pre IPO
CSPR Casper Sleep
NYSE US Comp Sold on 2/4/2021 $12.00 02/06/2020 $8.14 02/04/2021 -32.17% Pre IPO
CSPR Casper Sleep
NYSE US Comp Sold on 2/4/2021 $14.88 02/06/2020 $8.41 02/04/2021 -43.48% Post IPO
PUBM Pubmatic Inc.
NASDAQ Sold on 2/4/2021 $25.47 12/16/2020 $49.14 02/04/2021 92.93% Post IPO
PYPD PolyPid Ltd
NASDAQ Sold on 2/3/2021 $17.98 06/26/2020 $9.49 02/03/2021 -47.22% Post IPO
PYPD PolyPid Ltd
NASDAQ Sold on 2/3/2021 $16.00 06/26/2020 $9.49 02/03/2021 -40.69% Pre IPO
DT Dynatrace Inc.
NYSE US Comp Sold on 2/3/2021 $36.49 05/19/2020 $48.69 02/03/2021 33.43% Post IPO
VLTSA Voltalia SA
Paris Stock Exchange EURO €13.15 03/26/2020 €24.15 01/26/2021 83.65% Sold on 1/26/21
SFT Shift Technologies
Other OTC Mk USD $13.54 06/30/2020 $9.00 01/26/2021 -33.53% Sold on 1/26/21
U Unity Software
NYSE US Comp Sold on 1/25/2021 $104.87 10/27/2020 $156.36 01/25/2021 49.1% Post IPO
U Unity Software
NYSE US Comp Sold on 1/25/2021 $52.00 09/18/2020 $156.36 01/25/2021 200.69% Pre IPO
2357.TW ASUSTek Computer Inc.
Taiwan NT$ NT$251.00 08/23/2018 NT$289.00 01/15/2021 26.69% Sold on 1/14/2021
3665 Bizlink Holding Inc.
Taiwan SE NT$ NT$222.00 01/20/2020 NT$279.00 01/15/2021 25.68% Sold on 1/15/21
VERX Vertex Inc.
NASDAQ Sold on 1/11/2021 $24.74 07/29/2020 $33.01 01/11/2021 33.43% Post IPO
VERX Vertex Inc.
NASDAQ Sold on 1/11/2021 $19.00 07/29/2020 $33.01 01/11/2021 73.74% Pre IPO
NOVA Sunnova Energy Internation ...Sunnova Energy International
NYSE US Comp Sold on 12/28/2020 $28.86 08/10/2020 $45.21 12/28/2020 56.65% Post IPO
SUMO Sumo Logic
NASDAQ Sold on 12/22/2020 $22.00 09/17/2020 $34.22 12/22/2020 55.55% Pre IPO
FUBO FuboTV
NYSE US Comp Sold on 12/22/2020 $10.00 10/08/2020 $58.00 12/22/2020 480% Pre IPO
ABNB Airbnb Inc.
NASDAQ Sold on 12/22/2020 $68.00 12/10/2020 $169.39 12/22/2020 149.1% Pre IPO
OGZPY Gazprom Sp ADR
Other OTC Mk USD $8.27 01/06/2020 $5.78 12/18/2020 -25.11% Sold 12/18/20
DOMO Domo Inc.
NASDAQ Sold on 12/17/2020 $30.22 08/07/2020 $64.12 12/17/2020 112.18% Post IPO - Special Report
ORIC Oric Pharmaceuticals
NASDAQ Sold on 12/16/2020 $25.95 04/24/2020 $37.35 12/16/2020 43.93% Post IPO
ORIC Oric Pharmaceuticals
NASDAQ Sold on 12/16/2020 $16.00 04/24/2020 $37.35 12/16/2020 133.44% Pre IPO
UBER Uber Technologies
NYSE US Comp Sold on 12/11/2020 $41.20 02/11/2020 $52.45 12/11/2020 27.31% Post IPO
PHR Phreesia Inc.
NYSE US Comp Sold on 12/9/2020 $33.33 02/19/2020 $52.00 12/09/2020 56.02% Post IPO
MMEDF Mind Medicine Inc.
NASDAQ USD $0.56 03/31/2020 $2.71 12/09/2020 383.39% Sold on 12/9/20
6861 Keyence Corporation
Tokyo SE Yen ¥26916.00 10/23/2018 ¥51840.00 12/08/2020 93.53% Sold on 12/8/20
LMND Lemonade Inc.
NYSE US Comp Sold on 12/7/2020 $29.00 07/02/2020 $94.93 12/07/2020 227.34% Pre IPO
LYRA Lyra Therapeutics Inc.
NASDAQ Sold on 12/7/2020 $21.15 05/01/2020 $9.45 12/07/2020 -55.32% Post IPO
RPTX Repare Therapeutics Inc.
NASDAQ Sold on 12/7/2020 $31.51 06/19/2020 $37.56 12/07/2020 19.2% Post IPO
LMND Lemonade Inc.
NYSE US Comp Sold on 12/7/2020 $54.15 07/02/2020 $94.93 12/07/2020 75.31% Post IPO
WORK Slack Technologies
NYSE US Comp Sold on 12/2/2020 $28.88 02/21/2020 $42.43 12/02/2020 46.92% Post IPO
CVAC CureVac
NASDAQ Sold on 11/30/2020 $45.64 08/14/2020 $92.51 11/30/2020 102.7% Post IPO
CVAC CureVac
NASDAQ Sold on 11/30/2020 $16.00 08/14/2020 $92.51 11/30/2020 478.19% Pre IPO
FOUR Shift4 Payments Inc.
NYSE US Comp Sold on 11/25/2020 $23.00 06/05/2020 $63.87 11/25/2020 177.7% Pre IPO
FOUR Shift4 Payments Inc.
NYSE US Comp Sold on 11/25/2020 $33.29 06/05/2020 $63.87 11/25/2020 91.86% Post IPO
WMG Warner Music Group
NASDAQ Sold on 11/25/2020 $28.15 06/03/2020 $28.38 11/25/2020 1.67% Post IPO
WMG Warner Music Group
NASDAQ Sold on 11/25/2020 $25.00 06/03/2020 $28.38 11/25/2020 14.48% Pre IPO
NNOX Nano-X Imaging
NASDAQ Sold on 11/24/2020 $30.55 10/02/2020 $46.41 11/24/2020 51.91% Post IPO
ACCD Accolade
NASDAQ Sold on 11/23/2020 $32.74 07/02/2020 $49.99 11/23/2020 52.69% Post IPO
ACCD Accolade
NASDAQ Sold on 11/23/2020 $22.00 07/02/2020 $49.99 11/23/2020 127.23% Pre IPO
SBE Switchback Energy Acquisit ...Switchback Energy Acquisition Corp.
NYSE US Comp USD $14.19 10/06/2020 $30.18 11/23/2020 112.68% Sold on 11/23/20
RLAY Relay Therapeutics Inc.
NASDAQ Sold on 11/13/2020 $20.00 07/16/2020 $48.09 11/13/2020 140.45% Pre IPO
RLAY Relay Therapeutics Inc.
NASDAQ Sold on 11/13/2020 $33.91 07/16/2020 $48.09 11/13/2020 41.82% Post IPO
NAUKRI.NS Info Edge Limited
Bombay Indian Rupee ₹2225.00 07/10/2019 ₹3625.00 11/13/2020 63.37% Sold on 11/13/2020
HRMY Harmony Biosciences
NASDAQ Sold on 11/11/2020 $24.00 08/19/2020 $49.20 11/11/2020 105% Pre IPO
HRMY Harmony Biosciences
NASDAQ Sold on 11/11/2020 $39.00 08/19/2020 $49.20 11/11/2020 26.15% Post IPO
BLI Berkeley Lights Inc.
NASDAQ Sold on 11/10/2020 $22.00 07/17/2020 $88.40 11/10/2020 301.82% Pre IPO
SRF.BO SRF Limited
Bombay Indian Rupee ₹2759.90 07/10/2019 ₹4978.15 11/10/2020 81.06% Sold on 11/10/2020
BLI Berkeley Lights Inc.
NASDAQ Sold on 11/10/2020 $58.50 07/17/2020 $88.40 11/10/2020 51.11% Post IPO
2498.T HTC Corp
Taiwan NT$ NT$36.00 03/12/2019 NT$28.70 10/23/2020 -20.28% Sold on 10/22/20
AVTR Avantor Inc.
NYSE US Comp Sold on 10/9/2020 $18.28 07/07/2020 $24.79 10/09/2020 35.61% Post IPO
TITAN.NS Titan Company Limited
Bombay Indian Rupee ₹1101.20 07/10/2019 ₹1254.15 10/09/2020 15.52% Sold on 10/8/20
6367 Daikin Industries,Ltd.
Tokyo SE Yen ¥12635.00 10/23/2018 ¥18635.00 10/06/2020 50.1% Sold on 10/5/20
OSH Oak Street Health Inc.
NYSE US Comp Sold on 10/1/2020 $39.50 08/06/2020 $49.82 10/01/2020 26.13% Post IPO
OSH Oak Street Health Inc.
NYSE US Comp Sold on 10/1/2020 $21.00 08/06/2020 $49.82 10/01/2020 137.24% Pre IPO
6920 Lasertec Corporation
YEN ¥3465.00 10/03/2019 ¥8420.00 09/29/2020 143% Sold on 9/29/20
TMDX TransMedics Group
NASDAQ Sold on 9/29/2020 $17.50 06/30/2020 $13.00 09/29/2020 -25.71% Post IPO
FROG JFrog
NASDAQ Sold on 9/17/2020 $44.00 09/16/2020 $63.43 09/17/2020 44.16% Pre IPO
NNOX Nano-X Imaging
NASDAQ Sold on 9/2/2020 $18.00 08/21/2020 $39.25 09/02/2020 118.06% Pre IPO
NNOX Nano-X Imaging
NASDAQ Sold on 9/2/2020 $21.50 08/21/2020 $39.25 09/02/2020 82.56% Post IPO
SHLL Tortoise Acquisition Corp.
NYSE US Comp USD $24.00 08/13/2020 $54.63 09/02/2020 127.63% Sold on 9/2/20
PD PagerDuty
NYSE US Comp Sold on 9/1/2020 $20.30 02/28/2020 $35.15 09/01/2020 73.15% Post IPO
NARI Inari Medical Inc.
NASDAQ Sold on 8/31/2020 $40.03 05/22/2020 $82.17 08/31/2020 105.27% Post IPO
NARI Inari Medical Inc.
NASDAQ Sold on 8/31/2020 $19.00 05/22/2020 $82.17 08/31/2020 332.47% Pre IPO
PING Ping Identity Holding Corp
NYSE US Comp Sold on 8/31/2020 $25.01 05/18/2020 $34.42 08/31/2020 37.62% Post IPO
REAL The RealReal Inc.
NASDAQ Sold on 8/31/2020 $12.23 04/29/2020 $15.61 08/31/2020 27.64% Post IPO
RKT Rocket Companies
NYSE US Comp Sold on 8/24/2020 $18.00 08/06/2020 $28.83 08/24/2020 60.17% Pre IPO
RKT Rocket Companies
NYSE US Comp Sold on 8/24/2020 $18.78 08/06/2020 $28.83 08/24/2020 53.51% Post IPO
CALT Calliditas Therapeutics AB
NASDAQ Sold on 8/21/2020 $20.01 06/05/2020 $23.14 08/21/2020 15.64% Post IPO
RNLX Renalytix AI Sp ADS
NASDAQ Sold on 8/21/2020 $13.83 07/17/2020 $15.34 08/21/2020 10.92% Post IPO
CALT Calliditas Therapeutics AB
NASDAQ Sold on 8/21/2020 $19.50 06/05/2020 $23.14 08/21/2020 18.67% Pre IPO
RNLX Renalytix AI Sp ADS
NASDAQ Sold on 8/21/2020 $13.50 07/17/2020 $15.34 08/21/2020 13.63% Pre IPO
RVLV Revolve Group
NYSE US Comp Sold on 8/13/2020 $9.84 04/09/2020 $23.09 08/13/2020 134.65% Post IPO
CHWY Chewy
NYSE US Comp Sold on 8/13/2020 $38.83 06/14/2019 $53.53 08/13/2020 37.86% Post IPO
CHWY Chewy
NYSE US Comp Sold on 8/13/2020 $22.00 06/14/2019 $53.53 08/13/2020 143.32% Pre IPO
CSTL Castle Biosciences
NASDAQ Sold on 8/11/2020 $27.41 03/24/2020 $39.68 08/11/2020 44.76% Post IPO
ADCT ADC Therapeutics
NYSE US Comp Sold on 8/11/2020 $19.00 05/15/2020 $47.41 08/11/2020 149.53% Pre IPO
ADCT ADC Therapeutics
NYSE US Comp Sold on 8/11/2020 $29.45 05/15/2020 $47.41 08/11/2020 60.98% Post IPO
CRWD Crowdstrike
NASDAQ Sold on 8/10/2020 $34.00 06/11/2019 $98.45 08/10/2020 189.56% Pre IPO
PSNL Personalis Inc.
NASDAQ Sold on 8/3/2020 $6.34 03/23/2020 $18.20 08/03/2020 187.07% Post IPO
PINS Pinterest Inc.
NYSE US Comp Sold on 7/31/2020 $18.49 04/22/2020 $32.57 07/31/2020 76.15% Post IPO
6981 Murata Manufacturing Co., ...Murata Manufacturing Co., Ltd.
Tokyo SE Yen ¥5806.67 09/27/2018 ¥6703.00 07/27/2020 19.52% Sold on 7/27/20
6954 Fanuc Corporation
Tokyo SE Yen ¥20820.00 10/05/2018 ¥20600.00 07/27/2020 0.75% Sold on 7/27/20
ONEM 1Life Healthcare
NASDAQ Sold on 7/17/2020 $14.00 01/31/2020 $38.91 07/17/2020 177.93% Pre IPO
ONEM 1Life Healthcare
NASDAQ Sold on 7/17/2020 $20.48 01/31/2020 $38.91 07/17/2020 89.99% Post IPO
ADPT Adaptive Biotechnologies
NASDAQ Sold on 7/16/2020 $37.80 06/27/2019 $38.93 07/16/2020 2.99% Post IPO
ADPT Adaptive Biotechnologies
NASDAQ Sold on 7/16/2020 $20.00 06/27/2019 $38.93 07/16/2020 94.65% Pre IPO
5802 Sumitomo Electric
Tokyo SE YEN ¥1352.00 10/03/2019 ¥1256.50 07/08/2020 -7.06% Sold on 7/8/20
BUR-L Burford Capital Ltd.
LSE SETS GBP p793.00 09/19/2019 p533.20 07/07/2020 -32.35% Sold on 7/7/20
WIT Wipro Limited
NYSE US Comp USD $4.55 05/08/2019 $3.24 06/23/2020 -28.48% Sold on 6/23/20
VEON VEON Ltd
NASDAQ USD $2.40 09/19/2019 $1.73 06/23/2020 -21.67% Sold on 6/23/20
IDYA Ideaya Biosciences
NASDAQ Sold on 6/16/2020 $10.00 05/22/2019 $13.00 06/16/2020 30% Pre IPO
ATCX Atlas Technical Consultant ...Atlas Technical Consultants
NASDAQ USD $10.06 09/24/2019 $8.42 06/15/2020 -16.35% Sold on 6/15/20
LBCC Long Blockchain Corp
Other OTC Mk USD $0.28 05/24/2019 $0.11 06/05/2020 -62.15% Sold on 6/5/20
BILL Bill.com
NYSE US Comp Sold on 6/1/2020 $44.55 01/22/2020 $69.41 06/01/2020 55.8% Post IPO
LVGO Livongo Health Inc.
NASDAQ Sold on 5/11/2020 $26.18 09/05/2019 $53.31 05/11/2020 103.63% Post IPO
NET Cloudflare Inc.
NYSE US Comp Sold on 5/7/2020 $17.85 02/14/2020 $23.88 05/07/2020 33.78% Post IPO
PTON Peloton Interactive Inc
NASDAQ Sold on 5/7/2020 $27.35 04/07/2020 $42.89 05/07/2020 56.82% Post IPO
FVRR Fiverr
NYSE US Comp Sold on 5/7/2020 $27.33 06/13/2019 $48.17 05/07/2020 76.25% Post IPO
SONG Akazoo
NASDAQ USD $10.32 03/07/2019 $0.00 05/06/2020 -100% Company Delisted
MRNA MODERNA
NASDAQ Sold on 4/17/2020 $19.02 12/09/2019 $46.06 04/17/2020 142.17% Post IPO
SDGR Schrodinger
NASDAQ Sold on 4/14/2020 $17.00 02/06/2020 $40.60 04/14/2020 138.82% Pre IPO
ZM Zoom Video Communications ...Zoom Video Communications Inc.
NASDAQ Sold on 3/27/2020 $106.88 02/27/2020 $150.42 03/27/2020 40.74% Post IPO
DOMO DOMO-B
NASDAQ Sold on 2/28/2020 $23.52 12/06/2019 $20.69 02/28/2020 -12.03% Post IPO
RVLV Revolve Group
NYSE US Comp Sold on 2/28/2020 $18.00 06/07/2019 $19.31 02/18/2020 7.28% Pre IPO
RVLV Revolve Group
NYSE US Comp Sold on 2/18/2020 $26.67 06/07/2019 $19.31 02/18/2020 -27.6% Post IPO
BEAM Beam Therapeutics Inc.
NASDAQ Sold on 2/14/2020 $17.00 02/06/2020 $27.69 02/14/2020 62.88% Pre IPO
BEAM Beam Therapeutics Inc.
NASDAQ Sold on 2/14/2020 $22.88 02/06/2020 $27.69 02/14/2020 21.02% Post IPO
PSNL Personalis
NASDAQ Sold on 2/12/2020 $17.00 06/20/2019 $10.19 02/12/2020 -40.06% Pre IPO
PSNL Personalis
NASDAQ Sold on 2/12/2020 $25.58 06/20/2019 $10.19 02/12/2020 -60.16% Post IPO
SPCE Social Capital Hedosophia ...Social Capital Hedosophia Holdings Corp.
NYSE US Comp Sold on 2/10/2020 $10.78 07/10/2019 $20.44 02/10/2020 89.61% Post IPO
REAL The RealReal
NASDAQ Sold on 2/7/2020 $28.88 06/28/2019 $14.33 02/07/2020 -50.38% Pre IPO
REAL The RealReal
NASDAQ Sold on 2/7/2020 $29.39 06/28/2019 $14.33 02/07/2020 -51.24% Post IPO
HYRE HyreCar
NASDAQ Sold on 2/7/2020 $2.52 10/01/2019 $2.95 02/07/2020 17.06% Post IPO
VVNT Vivint Smart Home
NYSE US Comp USD $10.30 10/07/2019 $20.17 01/30/2020 95.83% Sold on 1/30/2020
MRE-T Martinrea International
TMX Grp TSX CAD C$10.53 11/30/2018 C$13.75 01/22/2020 32.72% Sold on 1/22/2020
MNPR Monopar Therapeutics
NASDAQ Sold on 12/20/2019 $8.35 12/19/2019 $41.75 12/20/2019 400% Pre IPO
NET Cloudflare
NYSE US Comp Sold on 12/16/2019 $18.77 09/13/2019 $18.66 12/16/2019 -0.59% Post IPO
UBER Uber
NYSE US Comp Sold on 12/16/2019 $41.17 06/03/2019 $30.02 12/16/2019 -27.08% Post IPO
WORK Slack
NYSE US Comp Sold on 12/16/2019 $38.90 06/20/2019 $21.66 12/16/2019 -44.32% Post IPO
LYFT LYFT
NASDAQ Sold on 12/16/2019 $43.45 10/23/2019 $48.15 12/16/2019 10.82% Post IPO
NET Cloudflare
NYSE US Comp Sold on 12/16/2019 $18.00 09/13/2019 $18.66 12/16/2019 3.67% Pre IPO
PHR Phreesia Inc.
NYSE US Comp Sold on 12/13/2019 $26.75 07/18/2019 $26.59 12/13/2019 -0.6% Pre IPO
UPWK Upwork
NASDAQ Sold on 12/13/2019 $16.60 07/12/2019 $10.50 12/13/2019 -36.75% Post IPO
PHR Phreesia
NYSE US Comp Sold on 12/13/2019 $26.67 07/18/2019 $26.59 12/13/2019 -0.3% Post IPO
9984 SoftBank Group Corp.
Tokyo SE Yen ¥4578.50 10/23/2018 ¥4260.00 11/18/2019 -6.36% Sold on 11/18/2019
APRE Aprea Therapeutics Inc.
NASDAQ Sold on 10/25/19 $16.07 10/03/2019 $26.00 10/25/2019 61.79% Post IPO
APRE Aprea Therapeutics Inc.
NASDAQ Sold on 10/25/19 $15.00 10/03/2019 $26.00 10/25/2019 73.33% Pre IPO
BNTX BioNTech SE
NASDAQ Sold on 10/25/19 $15.00 10/09/2019 $17.91 10/25/2019 19.4% Pre IPO
CELGZ Celgene CVR
NYSE US Comp USD $0.64 07/19/2018 $0.88 09/26/2019 37.5% Sold on 9/26/2019
MDLA Medallia Inc.
NYSE US Comp Sold on 9/13/19 $21.00 07/19/2019 $31.90 09/13/2019 51.9% Pre IPO
CAJ Canon Inc.
Other OTC Mk USD $34.22 05/17/2018 $25.82 08/14/2019 -20.34% Sold on 8/14/2019
NOG Northern Oil & Gas Inc.
NYSE US Comp USD $2.40 05/17/2018 $1.63 08/14/2019 -32.08% Sold on 8/14/2019
AZP.PR.B-T Atlantic Power Preferred S ...Atlantic Power Preferred Series 2
TMX Grp TSX CAD C$18.25 01/28/2019 C$18.15 08/14/2019 3.27% Sold on 8/14/2019
VBIX Virtual Crypto Technologie ...Virtual Crypto Technologies
Other OTC Mk USD $0.55 05/24/2019 $0.45 08/14/2019 -18.18% Sold on 8/14/2019
GBCHF Global Blockchain Mining C ...Global Blockchain Mining Corp
Other OTC Mk USD $0.02 05/24/2019 $0.01 08/14/2019 -66.67% Sold on 8/14/2019
FSLY Fastly Inc.
NYSE US Comp Sold on 8/9/19 $23.99 05/17/2019 $15.71 08/09/2019 -34.51% Post IPO
PROS ProSight Global Inc.
NYSE US Comp Sold on 8/7/19 $16.39 07/25/2019 $18.47 08/07/2019 12.69% Post IPO
CSTL Castle Biosciences Inc.
NASDAQ Sold on 8/7/19 $18.96 07/25/2019 $21.91 08/07/2019 15.56% Post IPO
CSTL Castle Biosciences Inc.
NASDAQ Sold on 8/7/19 $16.00 07/23/2019 $21.91 08/07/2019 36.94% Pre IPO
HCAT Health Catalyst Inc.
NASDAQ Sold on 8/7/19 $26.00 07/23/2019 $40.83 08/07/2019 57.04% Pre IPO
HCAT Health Catalyst Inc.
NASDAQ Sold on 8/7/19 $38.79 07/25/2019 $40.83 08/07/2019 5.26% Post IPO
LVGO Livongo Health Inc.
NASDAQ Sold on 8/7/19 $28.00 07/23/2019 $33.98 08/07/2019 21.36% Pre IPO
PROS ProSight Global Inc.
NYSE US Comp Sold on 8/7/19 $15.76 07/23/2019 $18.47 08/07/2019 17.2% Pre IPO
VHC VirnetX Holding Corp.
NYSE US Comp USD $2.95 05/11/2018 $7.86 08/01/2019 166.44% Sold on 8/01/2019
UUUU Energy Fuels Inc.
NYSE US Comp USD $2.09 06/27/2018 $2.12 07/12/2019 1.44% Sold on 7/12/19
AVTR Avantor Inc.
NYSE US Comp Sold on 7/12/19 $17.30 05/22/2019 $18.26 07/12/2019 5.55% Post IPO
KERN MTech Acquisition Corp.
NASDAQ USD $10.14 03/07/2019 $43.87 06/20/2019 332.64% Sold on 6/20/19
SDT SandRidge Mississippian Tr ...SandRidge Mississippian Trust I
Other OTC Mk USD $1.35 06/05/2018 $0.80 06/06/2019 -27.96% Sold on 6/6/19
SDR SandRidge Mississippian Tr ...SandRidge Mississippian Trust II
Other OTC Mk USD $1.20 05/17/2018 $0.75 06/06/2019 -23.25% Sold on 6/6/19
GCVRZ Sanofi CVR
NASDAQ USD $0.50 07/19/2018 $0.50 02/26/2019 -0.66% Sold on 2/26/19
CYHHZ Community Health Systems C ...Community Health Systems CVR
NASDAQ USD $0.02 07/19/2018 $0.00 11/07/2018 -92.5% Sold on 11/7/18