Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q1 2025 | 93 | $194M | +$13.3M | -$15.8M | -$2.58M | AAPL, QLD, USD, QQQ, SPY | 13F-HR | 4/21/2025, 06:36 PM |
Q4 2024 | 64 | $227M | $0 | $0 | AAPL, USD, QLD, QQQ, SPY | 13F-HR | 1/13/2025, 04:03 PM |