Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q4 2024 | 198 | $98.1M | +$2.96M | -$11.1M | -$8.18M | SPY, VTI, AAPL, ADME, OKE | 13F-HR | 2/13/2025, 09:21 PM |
Q3 2024 | 212 | $107M | $0 | $0 | SPY, VTI, DRSK, AAPL, ADME | 13F-HR | 11/13/2024, 09:52 PM |