| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q2 2024 | 10 | $2.29M | +$58.9K | -$9.16K | +$49.7K | AAPL, AMZN, TXN, META, BAC | 13F-HR | 7/3/2024, 06:29 AM |
| Q1 2024 | 10 | $1.9M | +$1.75M | -$195K | +$1.55M | AAPL, AMZN, TXN, META, BRKB | 13F-HR | 4/1/2024, 07:18 AM |
| Q4 2023 | 7 | $261K | $0 | $0 | COST, TSLA, AAPL, AMZN, PM | Restatement | 3/1/2024, 02:44 PM |