Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q1 2025 | 59 | $127M | +$39.4M | -$22.2M | +$17.2M | RSP, IBHF, QQQ, TFLO, DIA | 13F-HR | 4/11/2025, 10:31 AM |
Q4 2024 | 53 | $112M | $0 | $0 | RSP, IBHF, QQQ, DIA, IBHE | 13F-HR | 1/30/2025, 08:50 AM |