Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q3 2024 | 91 | $140M | +$35.2M | -$9.87M | +$25.4M | AAPL, BIL, NVDA, IYW, QQQ | 13F-HR | 10/18/2024, 12:55 PM |
Q2 2024 | 82 | $108M | $0 | $0 | AAPL, BIL, NVDA, IYW, SPY | 13F-HR | 7/25/2024, 10:54 AM |