Norbert Lou - Punch Card Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    5
Portfolio value:    $270,645,674
Holdings Activity Buys Sells    History
Holding/activity history for  Ishares 0 3 Month Treasury B (SGOV)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 460,000 17.11 Reduce 18.73% 3.54 $100.66 $46,303,600 SEC
2025   Q4 566,000 18.88 $100.38 $56,815,080 SEC
2025   Q3 566,000 17.68 $100.70 $56,996,200 SEC
2025   Q2 566,000 18.39 Reduce 2.60% 0.70 $100.69 $56,990,540 SEC
2025   Q1 581,100 27.00 $100.67 $58,499,337 SEC
2024   Q4 581,100 18.50 $100.32 $58,295,952 SEC
2024   Q3 581,100 17.49 $100.72 $58,528,392 SEC
2024   Q2 581,100 17.30 Add 2,215.14% 16.55 $100.71 $58,522,581 SEC
2024   Q1 25,100 0.63 $100.71 $2,527,821 SEC
2023   Q4 25,100 0.66 $100.27 $2,516,777 SEC
2023   Q3 25,100 0.73 Buy 0.73 $100.67 $2,526,817 SEC