Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q1 2025 | 125 | $121M | +$4.67M | -$550K | +$4.12M | BRKB, FTCS, AAPL, NVDA, FVD | 13F-HR | 4/16/2025, 09:52 PM |
Q4 2024 | 119 | $118M | $0 | $0 | BRKB, FTCS, AAPL, NVDA, FVD | 13F-HR | 2/11/2025, 05:54 PM |