Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q1 2025 | 40 | $93.2M | +$9.2M | -$11.3M | -$2.06M | AAPL, GBTC, IVV, MSFT, IYW | 13F-HR | 4/17/2025, 01:16 PM |
Q4 2024 | 41 | $105M | $0 | $0 | AAPL, GBTC, IYW, MSFT, UPRO | 13F-HR | 2/3/2025, 04:14 PM |