Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q3 2024 | 136 | $152M | +$9.97M | -$2.44M | +$7.53M | UITB, VNLA, MINT, DGRO, USTB | 13F-HR | 10/31/2024, 01:47 PM |
Q2 2024 | 126 | $136M | $0 | $0 | UITB, MINT, VNLA, USTB, DGRO | 13F-HR | 8/15/2024, 04:46 PM |