| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| AVHI, AVHIU | Achari Ventures Holdings Corp. I | Chief Investment Officer, Director | Oct 14, 2021 | |||
| TLGY, TLGYU | TLGY ACQUISITION CORP | Chief Financial Officer | Jun 20, 2024 |