Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q1 2025 | 55 | $134M | +$49.8M | -$28.8M | +$21M | SPMO, QQQ, BRKB, IVE, AUSF | 13F-HR | 4/16/2025, 01:43 PM |
Q4 2024 | 52 | $108M | $0 | $0 | QQQ, IWY, IVE, BRKB, RWK | 13F-HR | 1/17/2025, 05:03 PM |