Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q1 2025 | 186 | $336M | +$88.9M | -$78.4M | +$10.5M | NVDA, SPY, RSP, GSIE, CGDV | 13F-HR | 4/2/2025, 01:40 PM |
Q4 2024 | 158 | $347M | $0 | $0 | NVDA, SPY, RSP, GSIE, CGDV | 13F-HR | 1/15/2025, 05:10 PM |