Capital Advisory Group Advisory Services, LLC Diversified Active

CIK: 0001803229 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 10, 2025

Total Value ($000): $278,049 (100.0% shares, 0.0% debt)

Holdings (173)

SPY SPDR S&P 500 ETF TR 6.7%
Value ($000) $18,493 Shares 29,932 Est. Cost $364.39 Unrealized
QQQ INVESCO QQQ TR 5.4%
Value ($000) $14,908 Shares 27,024 Est. Cost $224.35 Unrealized
SPTM SPDR SERIES TRUST 5.3%
Value ($000) $14,725 Shares 196,626 Est. Cost $46.74 Unrealized
FLRN SPDR SERIES TRUST 2.7%
Value ($000) $7,593 Shares 246,292 Est. Cost $27.13 Unrealized
FLOT ISHARES TR 2.5%
Value ($000) $7,056 Shares 138,293 Est. Cost $47.00 Unrealized
SPYV SPDR SERIES TRUST 2.5%
Value ($000) $6,969 Shares 133,154 Est. Cost $41.21 Unrealized
SPYG SPDR SERIES TRUST 2.4%
Value ($000) $6,602 Shares 69,265 Est. Cost $62.56 Unrealized
NVDA NVIDIA CORPORATION 1.8%
Value ($000) $4,897 Shares 30,997 Est. Cost $94.71 Unrealized +32.8%
DIA SPDR DOW JONES INDL AVERAGE 1.7%
Value ($000) $4,842 Shares 10,989 Est. Cost $373.89 Unrealized
IJH ISHARES TR 1.7%
Value ($000) $4,764 Shares 76,810 Est. Cost $88.50 Unrealized
DIVO AMPLIFY ETF TR 1.7%
Value ($000) $4,641 Shares 109,074 Est. Cost $37.26 Unrealized
RTX RTX CORPORATION 1.5%
Value ($000) $4,276 Shares 29,281 Est. Cost $59.77 Unrealized +120.4%
GLD SPDR GOLD TR 1.5%
Value ($000) $4,109 Shares 13,481 Est. Cost $174.46 Unrealized
BIV VANGUARD BD INDEX FDS 1.4%
Value ($000) $4,020 Shares 51,975 Est. Cost $74.93 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.4%
Value ($000) $3,998 Shares 8,230 Est. Cost $381.63 Unrealized +33.1%
TMFC RBB FD INC 1.4%
Value ($000) $3,936 Shares 61,012 Est. Cost $41.68 Unrealized
IWM ISHARES TR 1.4%
Value ($000) $3,882 Shares 17,989 Est. Cost $166.31 Unrealized
META META PLATFORMS INC 1.3%
Value ($000) $3,618 Shares 4,902 Est. Cost $333.04 Unrealized +85.1%
IAK ISHARES TR 1.3%
Value ($000) $3,551 Shares 26,406 Est. Cost $93.94 Unrealized
PEY INVESCO EXCHANGE TRADED FD T 1.2%
Value ($000) $3,386 Shares 165,894 Est. Cost $16.60 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 1.2%
Value ($000) $3,355 Shares 47,078 Est. Cost $41.09 Unrealized
FHLC FIDELITY COVINGTON TRUST 1.2%
Value ($000) $3,263 Shares 51,021 Est. Cost $59.53 Unrealized
IYW ISHARES TR 1.1%
Value ($000) $3,178 Shares 18,344 Est. Cost $110.90 Unrealized
AGG ISHARES TR 1.1%
Value ($000) $3,045 Shares 30,700 Est. Cost $101.07 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 1.1%
Value ($000) $3,045 Shares 10,330 Est. Cost $152.54 Unrealized +66.4%
DVY ISHARES TR 1.1%
Value ($000) $2,960 Shares 22,291 Est. Cost $107.51 Unrealized
SGOL ETFS GOLD TR 1.0%
Value ($000) $2,871 Shares 91,019 Est. Cost $17.67 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 1.0%
Value ($000) $2,866 Shares 5,060 Est. Cost $468.74 Unrealized
MSFT MICROSOFT CORP 1.0%
Value ($000) $2,747 Shares 5,523 Est. Cost $330.52 Unrealized +30.8%
VCIT VANGUARD SCOTTSDALE FDS 1.0%
Value ($000) $2,701 Shares 32,569 Est. Cost $81.03 Unrealized
CVX CHEVRON CORP NEW 1.0%
Value ($000) $2,665 Shares 18,614 Est. Cost $104.13 Unrealized +31.6%
VCSH VANGUARD SCOTTSDALE FDS 0.9%
Value ($000) $2,623 Shares 32,991 Est. Cost $75.37 Unrealized
PFM INVESCO EXCHANGE TRADED FD T 0.9%
Value ($000) $2,615 Shares 54,293 Est. Cost $34.00 Unrealized
LLY ELI LILLY & CO 0.9%
Value ($000) $2,572 Shares 3,299 Est. Cost $515.02 Unrealized +50.2%
BAR GRANITESHARES GOLD TR 0.9%
Value ($000) $2,540 Shares 77,820 Est. Cost $30.91 Unrealized
DTD WISDOMTREE TR 0.9%
Value ($000) $2,512 Shares 31,590 Est. Cost $76.64 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.9%
Value ($000) $2,508 Shares 57,972 Est. Cost $37.00 Unrealized +13.0%
MO ALTRIA GROUP INC 0.9%
Value ($000) $2,422 Shares 41,315 Est. Cost $35.56 Unrealized +57.3%
WMT WALMART INC 0.8%
Value ($000) $2,326 Shares 23,783 Est. Cost $51.10 Unrealized +85.4%
COM DIREXION SHS ETF TR 0.8%
Value ($000) $2,298 Shares 83,069 Est. Cost $28.28 Unrealized
AMZN AMAZON COM INC 0.8%
Value ($000) $2,272 Shares 10,354 Est. Cost $129.80 Unrealized +52.5%
SBLK STAR BULK CARRIERS CORP. 0.7%
Value ($000) $2,052 Shares 118,937 Est. Cost $15.55 Unrealized 0.0%
SDY SPDR SERIES TRUST 0.7%
Value ($000) $1,977 Shares 14,569 Est. Cost $93.31 Unrealized
RDVY FIRST TR EXCHANGE TRADED FD 0.7%
Value ($000) $1,950 Shares 31,087 Est. Cost $38.64 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.7%
Value ($000) $1,935 Shares 34,042 Est. Cost $42.89 Unrealized
SHY ISHARES TR 0.7%
Value ($000) $1,896 Shares 22,877 Est. Cost $61.35 Unrealized
VO VANGUARD INDEX FDS 0.7%
Value ($000) $1,879 Shares 6,716 Est. Cost $218.08 Unrealized
JPM JPMORGAN CHASE & CO. 0.7%
Value ($000) $1,840 Shares 6,347 Est. Cost $182.14 Unrealized +38.7%
NFLX NETFLIX INC 0.6%
Value ($000) $1,800 Shares 1,344 Est. Cost $42.56 Unrealized +165.7%
HTGC HERCULES CAPITAL INC 0.6%
Value ($000) $1,662 Shares 90,904 Est. Cost $13.65 Unrealized +29.8%
AAPL APPLE INC 0.6%
Value ($000) $1,637 Shares 7,979 Est. Cost $111.93 Unrealized +79.9%
EMLP FIRST TR EXCHANGE-TRADED FD 0.6%
Value ($000) $1,629 Shares 43,417 Est. Cost $20.63 Unrealized
FDUS FIDUS INVT CORP 0.6%
Value ($000) $1,568 Shares 77,618 Est. Cost $13.35 Unrealized +35.7%
KR KROGER CO 0.6%
Value ($000) $1,567 Shares 21,844 Est. Cost $44.60 Unrealized +52.9%
ABBV ABBVIE INC 0.6%
Value ($000) $1,559 Shares 8,399 Est. Cost $139.91 Unrealized +30.6%
AGM FEDERAL AGRIC MTG CORP 0.6%
Value ($000) $1,537 Shares 7,912 Est. Cost $150.44 Unrealized +19.3%
JQUA J P MORGAN EXCHANGE TRADED F 0.5%
Value ($000) $1,481 Shares 24,656 Est. Cost $56.02 Unrealized
GS GOLDMAN SACHS GROUP INC 0.5%
Value ($000) $1,428 Shares 2,017 Est. Cost $350.22 Unrealized +63.3%
BUFR FIRST TR EXCHNG TRADED FD VI 0.5%
Value ($000) $1,322 Shares 41,562 Est. Cost $23.85 Unrealized
ENFR ALPS ETF TR 0.5%
Value ($000) $1,319 Shares 40,916 Est. Cost $29.71 Unrealized
XLE SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,318 Shares 15,544 Est. Cost $89.95 Unrealized
KO COCA COLA CO 0.5%
Value ($000) $1,310 Shares 18,519 Est. Cost $59.26 Unrealized +17.8%
FDVV FIDELITY COVINGTON TRUST 0.5%
Value ($000) $1,273 Shares 24,463 Est. Cost $49.44 Unrealized
GSL GLOBAL SHIP LEASE INC NEW 0.4%
Value ($000) $1,242 Shares 47,192 Est. Cost $23.39 Unrealized 0.0%
ALL ALLSTATE CORP 0.4%
Value ($000) $1,199 Shares 5,954 Est. Cost $121.57 Unrealized +61.9%
SPSM SPDR SERIES TRUST 0.4%
Value ($000) $1,170 Shares 27,465 Est. Cost $31.75 Unrealized
SCHD SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,147 Shares 43,292 Est. Cost $27.29 Unrealized
IYE ISHARES TR 0.4%
Value ($000) $1,114 Shares 24,640 Est. Cost $46.52 Unrealized
SPYI NEOS ETF TRUST 0.4%
Value ($000) $1,006 Shares 19,990 Est. Cost $50.32 Unrealized
CSCO CISCO SYS INC 0.4%
Value ($000) $992 Shares 14,291 Est. Cost $48.16 Unrealized +25.4%
SPSB SPDR SERIES TRUST 0.3%
Value ($000) $953 Shares 31,582 Est. Cost $24.90 Unrealized
PSA PUBLIC STORAGE OPER CO 0.3%
Value ($000) $908 Shares 3,095 Est. Cost $262.15 Unrealized +9.7%
ASML ASML HOLDING N V 0.3%
Value ($000) $904 Shares 1,128 Est. Cost $649.23 Unrealized
FICO FAIR ISAAC CORP 0.3%
Value ($000) $896 Shares 490 Est. Cost $862.19 Unrealized +117.8%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $871 Shares 5,703 Est. Cost $152.34 Unrealized -1.0%
SPYD SPDR SERIES TRUST 0.3%
Value ($000) $840 Shares 19,795 Est. Cost $34.81 Unrealized
ORCL ORACLE CORP 0.3%
Value ($000) $839 Shares 3,836 Est. Cost $112.74 Unrealized +42.6%
QLD PROSHARES TR 0.3%
Value ($000) $836 Shares 7,100 Est. Cost $59.35 Unrealized
TSLA TESLA INC 0.3%
Value ($000) $816 Shares 2,570 Est. Cost $258.97 Unrealized +16.3%
AZO AUTOZONE INC 0.3%
Value ($000) $780 Shares 210 Est. Cost $2509.45 Unrealized +46.9%
MAGS LISTED FDS TR 0.3%
Value ($000) $775 Shares 13,966 Est. Cost $55.47 Unrealized
MET METLIFE INC 0.3%
Value ($000) $771 Shares 9,591 Est. Cost $58.88 Unrealized +28.8%
AMGN AMGEN INC 0.3%
Value ($000) $763 Shares 2,734 Est. Cost $261.61 Unrealized +6.2%
ET ENERGY TRANSFER L P 0.3%
Value ($000) $745 Shares 41,086 Est. Cost $15.33 Unrealized
XEL XCEL ENERGY INC 0.3%
Value ($000) $723 Shares 10,610 Est. Cost $56.89 Unrealized +19.2%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $720 Shares 6,682 Est. Cost $105.56 Unrealized -1.0%
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $692 Shares 2,170 Est. Cost $284.49 Unrealized -1.8%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $689 Shares 2,207 Est. Cost $506.74 Unrealized -26.0%
SPIB SPDR SERIES TRUST 0.2%
Value ($000) $688 Shares 20,500 Est. Cost $33.47 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $669 Shares 3,771 Est. Cost $132.65 Unrealized +24.3%
NEAR ISHARES U S ETF TR 0.2%
Value ($000) $637 Shares 12,475 Est. Cost $50.09 Unrealized
AVGO BROADCOM INC 0.2%
Value ($000) $636 Shares 2,308 Est. Cost $192.27 Unrealized +12.3%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $619 Shares 13,381 Est. Cost $48.12 Unrealized -1.9%
CSB VICTORY PORTFOLIOS II 0.2%
Value ($000) $608 Shares 10,980 Est. Cost $58.85 Unrealized
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $598 Shares 4,852 Est. Cost $100.89 Unrealized -7.6%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $596 Shares 602 Est. Cost $599.82 Unrealized +65.2%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $588 Shares 3,688 Est. Cost $149.84 Unrealized +7.3%
ESG FLEXSHARES TR 0.2%
Value ($000) $587 Shares 4,000 Est. Cost $112.09 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $580 Shares 4,515 Est. Cost $93.18 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $576 Shares 4,237 Est. Cost $101.17 Unrealized +29.1%
V VISA INC 0.2%
Value ($000) $570 Shares 1,605 Est. Cost $236.81 Unrealized +46.5%
XMMO INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $566 Shares 4,402 Est. Cost $86.35 Unrealized
ADBE ADOBE INC 0.2%
Value ($000) $558 Shares 1,442 Est. Cost $518.40 Unrealized -25.7%
COWZ PACER FDS TR 0.2%
Value ($000) $551 Shares 10,008 Est. Cost $52.95 Unrealized
HRB BLOCK H & R INC 0.2%
Value ($000) $548 Shares 9,988 Est. Cost $19.03 Unrealized +196.6%
PIMCO CORPORATE & INCOME OPP 0.2%
Value ($000) $548 Shares 39,376 Est. Cost $14.35 Unrealized
CPSM CALAMOS ETF TR 0.2%
Value ($000) $546 Shares 19,589 Est. Cost $25.95 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.2%
Value ($000) $544 Shares 2,400 Est. Cost $121.43 Unrealized
IWL ISHARES TR 0.2%
Value ($000) $528 Shares 3,446 Est. Cost $140.06 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $521 Shares 1,420 Est. Cost $302.97 Unrealized +17.5%
TBLL INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $507 Shares 4,801 Est. Cost $105.54 Unrealized
FNGS BANK MONTREAL MEDIUM 0.2%
Value ($000) $502 Shares 7,699 Est. Cost $36.37 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.2%
Value ($000) $492 Shares 5,460 Est. Cost $89.23 Unrealized +2.2%
IYH ISHARES TR 0.2%
Value ($000) $488 Shares 8,639 Est. Cost $88.90 Unrealized
BA BOEING CO 0.2%
Value ($000) $473 Shares 2,258 Est. Cost $156.93 Unrealized +20.4%
LYB LYONDELLBASELL INDUSTRIES N 0.2%
Value ($000) $472 Shares 8,159 Est. Cost $74.16 Unrealized -26.6%
MCD MCDONALDS CORP 0.2%
Value ($000) $465 Shares 1,590 Est. Cost $269.11 Unrealized +12.8%
FTNT FORTINET INC 0.2%
Value ($000) $461 Shares 4,362 Est. Cost $66.20 Unrealized +52.4%
FPX FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $450 Shares 3,108 Est. Cost $83.98 Unrealized
DGRO ISHARES TR 0.2%
Value ($000) $444 Shares 6,937 Est. Cost $59.25 Unrealized
MFIC MIDCAP FINANCIAL INVSTMNT CO 0.2%
Value ($000) $438 Shares 34,677 Est. Cost $11.83 Unrealized -4.6%
EFA ISHARES TR 0.2%
Value ($000) $420 Shares 4,695 Est. Cost $73.09 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $412 Shares 2,905 Est. Cost $111.86 Unrealized -2.7%
IYF ISHARES TR 0.1%
Value ($000) $394 Shares 3,260 Est. Cost $74.76 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $388 Shares 2,843 Est. Cost $87.82 Unrealized +33.6%
SJNK SPDR SERIES TRUST 0.1%
Value ($000) $382 Shares 15,000 Est. Cost $26.56 Unrealized
USMV ISHARES TR 0.1%
Value ($000) $379 Shares 4,036 Est. Cost $87.86 Unrealized
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $375 Shares 7,110 Est. Cost $52.73 Unrealized -4.1%
SPGP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $373 Shares 3,461 Est. Cost $98.04 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $356 Shares 634 Est. Cost $418.29 Unrealized +31.8%
AFL AFLAC INC 0.1%
Value ($000) $356 Shares 3,373 Est. Cost $99.75 Unrealized +3.9%
ZS ZSCALER INC 0.1%
Value ($000) $344 Shares 1,095 Est. Cost $200.27 Unrealized +24.5%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $339 Shares 1,424 Est. Cost $178.03 Unrealized +15.7%
PFE PFIZER INC 0.1%
Value ($000) $328 Shares 13,542 Est. Cost $24.97 Unrealized -10.5%
PFF ISHARES TR 0.1%
Value ($000) $325 Shares 10,591 Est. Cost $30.35 Unrealized
QBTS D-WAVE QUANTUM INC 0.1%
Value ($000) $325 Shares 22,167 Est. Cost $3.83 Unrealized +206.8%
CRM SALESFORCE INC 0.1%
Value ($000) $315 Shares 1,156 Est. Cost $218.61 Unrealized +21.7%
APP APPLOVIN CORP 0.1%
Value ($000) $309 Shares 883 Est. Cost $274.55 Unrealized +18.1%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $305 Shares 3,351 Est. Cost $72.02 Unrealized +25.0%
MDYV SPDR SERIES TRUST 0.1%
Value ($000) $303 Shares 3,812 Est. Cost $66.59 Unrealized
HEFA ISHARES TR 0.1%
Value ($000) $300 Shares 7,893 Est. Cost $34.96 Unrealized
TRV TRAVELERS COMPANIES INC 0.1%
Value ($000) $299 Shares 1,116 Est. Cost $166.66 Unrealized +56.4%
MPLX MPLX LP 0.1%
Value ($000) $297 Shares 5,773 Est. Cost $53.52 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.1%
Value ($000) $295 Shares 4,708 Est. Cost $56.84 Unrealized +7.5%
RNST RENASANT CORP 0.1%
Value ($000) $290 Shares 8,082 Est. Cost $33.34 Unrealized 0.0%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $284 Shares 2,127 Est. Cost $113.70 Unrealized
DON WISDOMTREE TR 0.1%
Value ($000) $282 Shares 5,628 Est. Cost $50.75 Unrealized
DAL DELTA AIR LINES INC DEL 0.1%
Value ($000) $280 Shares 5,687 Est. Cost $37.06 Unrealized +22.9%
JEPQ J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $277 Shares 5,094 Est. Cost $54.01 Unrealized
TCOM TRIP COM GROUP LTD 0.1%
Value ($000) $272 Shares 4,641 Est. Cost $68.66 Unrealized
ECL ECOLAB INC 0.1%
Value ($000) $269 Shares 998 Est. Cost $175.85 Unrealized +43.5%
PSX PHILLIPS 66 0.1%
Value ($000) $263 Shares 2,201 Est. Cost $103.33 Unrealized +5.9%
T AT&T INC 0.1%
Value ($000) $262 Shares 9,064 Est. Cost $18.78 Unrealized +43.6%
SPDW SPDR INDEX SHS FDS 0.1%
Value ($000) $254 Shares 6,275 Est. Cost $40.49 Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $248 Shares 894 Est. Cost $252.31 Unrealized
WPC WP CAREY INC 0.1%
Value ($000) $244 Shares 3,907 Est. Cost $63.06 Unrealized
DIVD EA SERIES TRUST 0.1%
Value ($000) $240 Shares 6,722 Est. Cost $31.73 Unrealized
BIZD VANECK ETF TRUST 0.1%
Value ($000) $235 Shares 14,423 Est. Cost $16.62 Unrealized
ANET ARISTA NETWORKS INC 0.1%
Value ($000) $234 Shares 2,289 Est. Cost $86.52 Unrealized 0.0%
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $233 Shares 2,617 Est. Cost $90.52 Unrealized
EBAY EBAY INC. 0.1%
Value ($000) $233 Shares 3,124 Est. Cost $43.96 Unrealized +59.7%
LPX LOUISIANA PAC CORP 0.1%
Value ($000) $224 Shares 2,603 Est. Cost $96.59 Unrealized -8.0%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $222 Shares 1,877 Est. Cost $111.03 Unrealized +4.0%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $220 Shares 735 Est. Cost $305.94 Unrealized -1.0%
SRE SEMPRA 0.1%
Value ($000) $210 Shares 2,767 Est. Cost $72.59 Unrealized 0.0%
URBN URBAN OUTFITTERS INC 0.1%
Value ($000) $207 Shares 2,854 Est. Cost $60.05 Unrealized 0.0%
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $202 Shares 3,856 Est. Cost $49.81 Unrealized
BBDC BARINGS BDC INC 0.1%
Value ($000) $154 Shares 16,800 Est. Cost $6.83 Unrealized +19.4%
AMCOR PLC 0.0%
Value ($000) $120 Shares 13,056 Est. Cost $8.56 Unrealized +7.0%
GNW GENWORTH FINL INC 0.0%
Value ($000) $92 Shares 11,850 Est. Cost $5.53 Unrealized +26.5%
SENSEONICS HLDGS INC 0.0%
Value ($000) $29 Shares 60,000 Est. Cost $0.54 Unrealized
CRBU CARIBOU BIOSCIENCES INC 0.0%
Value ($000) $14 Shares 11,500 Est. Cost $0.98 Unrealized 0.0%
VXRT VAXART INC 0.0%
Value ($000) $7 Shares 15,000 Est. Cost $0.77 Unrealized -43.1%