Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q3 2023 | 5 | $18.5K | $0 | $0 | TSLA, SBUX, DIS | New Holdings | 10/12/2023, 09:24 AM | |
Q3 2023 | 9 | $38.8K | +$20.3K | $0 | +$20.3K | TSLA, CRSP, ARKK, SBUX, IVV | 13F-HR | 10/10/2023, 06:56 AM |
Q2 2023 | 5 | $19.4K | $0 | $0 | CRSP, IVV, ARKK, QQQ, TSLA | New Holdings | 8/15/2023, 08:20 AM | |
Q2 2023 | 5 | $19.4K | +$10.9K | $0 | +$10.9K | CRSP, IVV, ARKK, QQQ, TSLA | 13F-HR | 6/30/2023, 08:02 AM |
Q1 2023 | 3 | $7.5K | $0 | $0 | ARKK, QQQ, IVV | Restatement | 5/30/2023, 09:53 PM |