| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2024 | 983 | $425M | +$37.1M | -$14.3M | +$22.8M | CLIP, BUFR, BUFD, BUFQ, SCHD | 13F-HR | 10/25/2024, 04:25 PM |
| Q2 2024 | 1,027 | $387M | +$130M | -$25.4M | +$104M | BUFR, BUFD, BUFQ, CLIP, SCHD | 13F-HR | 8/13/2024, 11:37 AM |
| Q1 2024 | 831 | $292M | +$19.5M | -$67.5M | -$47.9M | BUFR, BUFD, BIL, BUFQ, IVV | 13F-HR | 5/15/2024, 07:20 PM |
| Q4 2023 | 801 | $322M | $0 | $0 | IVV, BUFR, QQQ, BUFD, BUFQ | 13F-HR | 3/1/2024, 12:48 PM |