Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q1 2025 | 12 | $144M | +$2.13M | $0 | +$2.13M | TPLC, BOND, IBD, PTL, BIBL | 13F-HR | 4/15/2025, 02:46 PM |
Q4 2024 | 12 | $138M | $0 | $0 | TPLC, IBD, BOND, PTL, BIBL | 13F-HR | 2/5/2025, 12:11 PM |