Sep. 9 at 10:29 AM
$NASA It’s been a busy week with plenty of activity to unpack. While the top reductions and additions are noted below, there was a broad-based 2.7% decrease in shares across most holdings. Syntec Optics Holding appears to have undergone some administrative changes, likely due to a name change. The standout story is the increase in Satellogic, Inc. and AST SpaceMobile, along with a small bump in SpaceX. NLight Inc. saw a massive reduction, suggesting it may be on its way out, while both Echostar and KVH Industries also experienced significant cuts in shares held. Anyway, just a little bit of insight into what the fund manager is doing behind the scenes. 🙂