130 tickers tracked Top conviction: SPCX (100.4)
# Ticker Holders Conviction Score (?) Avg Weight % Who holds it
1 SPCX 2
100.4
50.2%
Person Category Source Position Value Portfolio Total Weight
Daniel Meuser Politician ptr $32,500 est. $32,500 est. 100.00% est.
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
2 USOU 1
100.0
100.0%
Person Category Source Position Value Portfolio Total Weight
Dan Crenshaw Politician ptr $8,000 est. $8,000 est. 100.00% est.
3 INTC 1
47.8
47.8%
Person Category Source Position Value Portfolio Total Weight
Nancy Pelosi Politician ptr $4,125,002 est. $8,625,003 est. 47.83% est.
4 BE 1
43.5
43.5%
Person Category Source Position Value Portfolio Total Weight
Nancy Pelosi Politician ptr $3,750,001 est. $8,625,003 est. 43.48% est.
5 MSFT 3
30.0
10.0%
Person Category Source Position Value Portfolio Total Weight
Cleo Fields Politician ptr $16,001 est. $88,006 est. 18.18% est.
Gil Cisneros Politician ptr $107,501 est. $1,805,083 est. 5.96% est.
Lisa McClain Politician ptr $8,000 est. $137,504 est. 5.82% est.
6 AAPL 2
27.7
13.9%
Person Category Source Position Value Portfolio Total Weight
Cleo Fields Politician ptr $24,002 est. $88,006 est. 27.27% est.
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
7 CACI 1
23.6
23.6%
Person Category Source Position Value Portfolio Total Weight
Lisa McClain Politician ptr $32,500 est. $137,504 est. 23.64% est.
8 OLN 1
23.6
23.6%
Person Category Source Position Value Portfolio Total Weight
Lisa McClain Politician ptr $32,500 est. $137,504 est. 23.64% est.
9 RIG 1
23.6
23.6%
Person Category Source Position Value Portfolio Total Weight
Lisa McClain Politician ptr $32,500 est. $137,504 est. 23.64% est.
10 AMD 2
22.8
11.4%
Person Category Source Position Value Portfolio Total Weight
Josh Gottheimer Politician ptr $24,002 est. $112,007 est. 21.43% est.
Gil Cisneros Politician ptr $24,002 est. $1,805,083 est. 1.33% est.
11 GOOG 1
18.2
18.2%
Person Category Source Position Value Portfolio Total Weight
Cleo Fields Politician ptr $16,001 est. $88,006 est. 18.18% est.
12 PANW 1
14.3
14.3%
Person Category Source Position Value Portfolio Total Weight
Josh Gottheimer Politician ptr $16,001 est. $112,007 est. 14.29% est.
13 IBRX 1
11.6
11.6%
Person Category Source Position Value Portfolio Total Weight
Lisa McClain Politician ptr $16,001 est. $137,504 est. 11.64% est.
14 TSM 2
9.5
4.8%
Person Category Source Position Value Portfolio Total Weight
Cleo Fields Politician ptr $8,000 est. $88,006 est. 9.09% est.
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
15 NFLX 1
9.1
9.1%
Person Category Source Position Value Portfolio Total Weight
Cleo Fields Politician ptr $8,000 est. $88,006 est. 9.09% est.
16 NVDA 1
9.1
9.1%
Person Category Source Position Value Portfolio Total Weight
Cleo Fields Politician ptr $8,000 est. $88,006 est. 9.09% est.
17 QNT 1
9.1
9.1%
Person Category Source Position Value Portfolio Total Weight
Cleo Fields Politician ptr $8,000 est. $88,006 est. 9.09% est.
18 UBER 1
8.7
8.7%
Person Category Source Position Value Portfolio Total Weight
Nancy Pelosi Politician ptr $750,000 est. $8,625,003 est. 8.70% est.
19 CRWD 2
8.0
4.0%
Person Category Source Position Value Portfolio Total Weight
Josh Gottheimer Politician ptr $8,000 est. $112,007 est. 7.14% est.
Gil Cisneros Politician ptr $16,001 est. $1,805,083 est. 0.89% est.
20 SAIL 2
7.6
3.8%
Person Category Source Position Value Portfolio Total Weight
Josh Gottheimer Politician ptr $8,000 est. $112,007 est. 7.14% est.
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
21 ADI 1
7.1
7.1%
Person Category Source Position Value Portfolio Total Weight
Josh Gottheimer Politician ptr $8,000 est. $112,007 est. 7.14% est.
22 LITE 1
7.1
7.1%
Person Category Source Position Value Portfolio Total Weight
Josh Gottheimer Politician ptr $8,000 est. $112,007 est. 7.14% est.
23 MNST 1
7.1
7.1%
Person Category Source Position Value Portfolio Total Weight
Josh Gottheimer Politician ptr $8,000 est. $112,007 est. 7.14% est.
24 MU 1
7.1
7.1%
Person Category Source Position Value Portfolio Total Weight
Josh Gottheimer Politician ptr $8,000 est. $112,007 est. 7.14% est.
25 QSR 1
7.1
7.1%
Person Category Source Position Value Portfolio Total Weight
Josh Gottheimer Politician ptr $8,000 est. $112,007 est. 7.14% est.
26 SNDK 1
7.1
7.1%
Person Category Source Position Value Portfolio Total Weight
Josh Gottheimer Politician ptr $8,000 est. $112,007 est. 7.14% est.
27 TWLO 1
7.1
7.1%
Person Category Source Position Value Portfolio Total Weight
Josh Gottheimer Politician ptr $8,000 est. $112,007 est. 7.14% est.
28 CAT 1
5.8
5.8%
Person Category Source Position Value Portfolio Total Weight
Lisa McClain Politician ptr $8,000 est. $137,504 est. 5.82% est.
29 NG 1
5.8
5.8%
Person Category Source Position Value Portfolio Total Weight
Lisa McClain Politician ptr $8,000 est. $137,504 est. 5.82% est.
30 LLY 1
4.2
4.2%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $75,000 est. $1,805,083 est. 4.15% est.
31 LPLA 1
3.1
3.1%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $56,004 est. $1,805,083 est. 3.10% est.
32 FSV 1
2.7
2.7%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $48,003 est. $1,805,083 est. 2.66% est.
33 ALKS 1
2.2
2.2%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $40,501 est. $1,805,083 est. 2.24% est.
34 GMED 1
2.2
2.2%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $40,501 est. $1,805,083 est. 2.24% est.
35 GIL 1
2.2
2.2%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $40,002 est. $1,805,083 est. 2.22% est.
36 AGX 1
1.8
1.8%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $32,500 est. $1,805,083 est. 1.80% est.
37 BHE 1
1.8
1.8%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $32,500 est. $1,805,083 est. 1.80% est.
38 ETN 1
1.8
1.8%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $32,500 est. $1,805,083 est. 1.80% est.
39 MSB 1
1.8
1.8%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $32,500 est. $1,805,083 est. 1.80% est.
40 MSTR 1
1.8
1.8%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $32,500 est. $1,805,083 est. 1.80% est.
41 MTN 1
1.8
1.8%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $32,500 est. $1,805,083 est. 1.80% est.
42 NXPI 1
1.8
1.8%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $32,500 est. $1,805,083 est. 1.80% est.
43 ON 1
1.8
1.8%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $32,500 est. $1,805,083 est. 1.80% est.
44 PWR 1
1.8
1.8%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $32,500 est. $1,805,083 est. 1.80% est.
45 SFM 1
1.8
1.8%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $32,500 est. $1,805,083 est. 1.80% est.
46 BSX 1
1.8
1.8%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $32,002 est. $1,805,083 est. 1.77% est.
47 ST 1
1.8
1.8%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $32,002 est. $1,805,083 est. 1.77% est.
48 STE 1
1.8
1.8%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $32,002 est. $1,805,083 est. 1.77% est.
49 MELI 1
1.4
1.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $24,500 est. $1,805,083 est. 1.36% est.
50 DASH 1
1.3
1.3%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $24,002 est. $1,805,083 est. 1.33% est.
51 EPAC 1
1.3
1.3%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $24,002 est. $1,805,083 est. 1.33% est.
52 HQY 1
1.3
1.3%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $24,002 est. $1,805,083 est. 1.33% est.
53 PCVX 1
1.3
1.3%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $24,002 est. $1,805,083 est. 1.33% est.
54 VLTO 1
1.3
1.3%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $24,002 est. $1,805,083 est. 1.33% est.
55 W 1
1.3
1.3%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $24,002 est. $1,805,083 est. 1.33% est.
56 ACN 1
0.9
0.9%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $16,001 est. $1,805,083 est. 0.89% est.
57 AORT 1
0.9
0.9%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $16,001 est. $1,805,083 est. 0.89% est.
58 APP 1
0.9
0.9%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $16,001 est. $1,805,083 est. 0.89% est.
59 BCPC 1
0.9
0.9%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $16,001 est. $1,805,083 est. 0.89% est.
60 BNPQF 1
0.9
0.9%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $16,001 est. $1,805,083 est. 0.89% est.
61 CECO 1
0.9
0.9%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $16,001 est. $1,805,083 est. 0.89% est.
62 CIEN 1
0.9
0.9%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $16,001 est. $1,805,083 est. 0.89% est.
63 COCO 1
0.9
0.9%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $16,001 est. $1,805,083 est. 0.89% est.
64 COO 1
0.9
0.9%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $16,001 est. $1,805,083 est. 0.89% est.
65 CSW 1
0.9
0.9%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $16,001 est. $1,805,083 est. 0.89% est.
66 CYTK 1
0.9
0.9%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $16,001 est. $1,805,083 est. 0.89% est.
67 HLI 1
0.9
0.9%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $16,001 est. $1,805,083 est. 0.89% est.
68 HMN 1
0.9
0.9%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $16,001 est. $1,805,083 est. 0.89% est.
69 PRAX 1
0.9
0.9%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $16,001 est. $1,805,083 est. 0.89% est.
70 SKWD 1
0.9
0.9%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $16,001 est. $1,805,083 est. 0.89% est.
71 TCBI 1
0.9
0.9%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $16,001 est. $1,805,083 est. 0.89% est.
72 TEL 1
0.9
0.9%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $16,001 est. $1,805,083 est. 0.89% est.
73 ABCB 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
74 ABT 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
75 ADP 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
76 AEIS 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
77 AGIO 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
78 ALGM 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
79 AMZN 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
80 APG 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
81 APH 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
82 ARQT 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
83 BBIO 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
84 BCRX 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
85 BIIB 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
86 BOOT 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
87 CDRE 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
88 CDW 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
89 CINF 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
90 COMP 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
91 CPB 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
92 CSGP 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
93 DCO 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
94 DSGX 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
95 FERG 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
96 FSS 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
97 GBCI 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
98 GIS 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
99 GS 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
100 GTES 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
101 INDB 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
102 IRT 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
103 JKHY 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
104 KMX 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
105 LGND 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
106 MRVL 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
107 MTX 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
108 NEO 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
109 NHI 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
110 NOVT 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
111 PWP 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
112 RARE 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
113 SAN 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
114 SARO 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
115 SF 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
116 SHAK 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
117 SKHY 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
118 SNEJF 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
119 SNOW 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
120 STAG 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
121 THLEF 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
122 TNDM 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
123 TOELF 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
124 TTD 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
125 VRSK 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
126 WMT 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
127 WPM 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
128 WUXIF 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
129 YETI 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.
130 ZTS 1
0.4
0.4%
Person Category Source Position Value Portfolio Total Weight
Gil Cisneros Politician ptr $8,000 est. $1,805,083 est. 0.44% est.

~ Estimated: politician / Form 4 weights use net buy amounts from the selected window; portfolio total = sum of those positions. Fund manager (13F) weights use exact filing values.