DA
REFI

Doliver Advisors’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

Doliver Advisors’s Portfolio REFI Stock Details REFI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.13M Buy
80,588
+34,400
+74% +$480K 0.31% 57
2025
Q1 		$679K Buy
46,188
+18,750
+68% +$276K 0.19% 80
2024
Q4 		$423K Buy
27,438
+16,438
+149% +$253K 0.12% 110
2024
Q3 		$171K Buy
+11,000
New +$171K 0.05% 149