Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q3 2024 | 113 | $147M | +$16.2M | -$22.6M | -$6.39M | PJUN, AAPL, BUFR, VIG, QQQ | 13F-HR | 10/22/2024, 01:07 PM |
Q2 2024 | 392 | $146M | $0 | $0 | PJUN, AAPL, BUFR, VIG, VUG | 13F-HR | 8/6/2024, 01:59 PM |