Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q1 2023 | 129 | $146M | +$8.73M | -$2.83M | +$5.89M | AAPL, PLTR, VIG, QQQ, META | 13F-HR | 5/2/2023, 01:23 PM |
Q4 2022 | 121 | $123M | AAPL, VIG, QQQ, PLTR, SPY | 13F-HR | 2/9/2023, 04:55 PM |