Our compilation has not changed significantly since December 31, 2022.
If you compare the December 31, 2022 chart with the January 31, 2023 chart, you will see minor changes.
The biggest reason for this is that we have increased our smaller holdings and before they "take their place" in the compilation, large acquisitions are needed.
The biggest single visible change is the increase in HRZN.
December 31, 2022
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January 31, 2023
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