Y-Intercept (HK)’s OR Royalties Inc OR Stock Holding History

Y-Intercept (HK)’s Portfolio OR Stock Details OR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.22M	Sell	38,605 -118,439	-75%	-$4.37M	0.02%	957
2026 Q1	$5.97M	Buy	157,044 +93,128	+146%	+$3.82M	0.11%	262
2025 Q4	$2.26M	Buy	+63,916	New	+$2.24M	0.05%	568
2025 Q1	–	Sell	-12,676	Closed	-$229K	–	1507
2024 Q4	$229K	Sell	12,676 -4,543	-26%	-$88.4K	0.02%	1014
2024 Q3	$319K	Buy	+17,219	New	+$298K	0.02%	987
2023 Q3	–	Sell	-12,602	Closed	-$194K	–	1446
2023 Q2	$194K	Buy	+12,602	New	+$204K	0.02%	947
2022 Q4	–	Sell	-13,657	Closed	-$139K	–	1252
2022 Q3	$139K	Buy	+13,657	New	+$137K	0.01%	861

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City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return