Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q4 2023 | 4 | $104K | +$85.2K | -$22.6K | +$62.7K | AAPL, PG, TSLA, BRKB | 13F-HR | 1/2/2024, 07:05 AM |
Q3 2023 | 5 | $42.4K | $0 | $0 | AAPL, DIS, ARKG, CSCO, IYK | 13F-HR | 12/14/2023, 05:38 PM |