| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2023 | 10 | $644K | $0 | $0 | BKNG, AAPL, BRKB, META, HD | New Holdings | 1/25/2024, 03:49 PM | |
| Q4 2023 | 8 | $204K | $0 | $0 | AAPL, BRKB, HD, CAT, WM | New Holdings | 1/25/2024, 02:12 PM | |
| Q4 2023 | 12 | $664K | +$644K | -$20K | +$624K | BKNG, AAPL, BRKB, META, HD | 13F-HR | 1/23/2024, 10:04 AM |
| Q3 2023 | 5 | $39K | $0 | $0 | AAPL, JPM, ARKG, CSCO, IYK | 13F-HR | 12/1/2023, 10:45 AM |