Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q1 2025 | 69 | $100M | +$4.34M | -$1.41M | +$2.94M | IUSV, IUSG, BIDD, RSP, GSLC | 13F-HR | 4/11/2025, 10:16 AM |
Q4 2024 | 69 | $101M | $0 | $0 | IUSG, IUSV, BIDD, RSP, GSLC | 13F-HR | 2/5/2025, 10:53 AM |