Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q1 2025 | 66 | $132M | +$6.75M | -$2.76M | +$3.99M | SPY, BRKB, NVDA, MSFT, V | 13F-HR | 4/21/2025, 12:18 PM |
Q4 2024 | 68 | $134M | $0 | $0 | NVDA, SPY, MSFT, BRKB, AAPL | 13F-HR | 1/27/2025, 04:15 PM |