| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 78 | $74.2M | +$6.56M | -$3.75M | +$2.81M | QQQ, DFIV, XOM, RWJ, AAPL | 13F-HR | 2/10/2025, 04:24 PM |
| Q3 2024 | 81 | $72.6M | +$7.05M | -$4.12M | +$2.93M | DFIV, QQQ, XOM, RWJ, SYLD | 13F-HR | 11/14/2024, 05:48 PM |
| Q2 2024 | 70 | $65.9M | +$6.32M | -$3.19M | +$3.13M | QQQ, XOM, DFIV, RWJ, SYLD | 13F-HR | 11/18/2024, 10:59 AM |
| Q1 2024 | 72 | $62.5M | +$1.49M | -$431K | +$1.05M | XOM, QQQ, DFIV, RWJ, SYLD | 13F-HR | 11/18/2024, 12:02 PM |
| Q4 2023 | 68 | $57.7M | $0 | $0 | XOM, QQQ, DFIV, RWJ, SYLD | 13F-HR | 11/18/2024, 12:42 PM |