| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2022 | 519 | $54M | +$3.23M | -$3.04M | +$190K | SPLG, RSP, ESGU, QQQ, AAPL | 13F-HR | 11/1/2022, 09:21 AM |
| Q2 2022 | 582 | $62.3M | +$3.06M | -$1.3M | +$1.76M | SPLG, RSP, ESGU, QQQ, VEA | 13F-HR | 7/14/2022, 01:12 PM |
| Q1 2022 | 516 | $70.4M | +$6.58M | -$3.52M | +$3.06M | SPLG, RSP, ESGU, QQQ, AAPL | 13F-HR | 4/20/2022, 08:20 AM |
| Q4 2021 | 482 | $71.6M | +$6.93M | -$8.14M | -$1.21M | SPLG, RSP, QQQ, ESGU, AAPL | 13F-HR | 1/26/2022, 09:34 AM |
| Q3 2021 | 455 | $71.1M | $0 | $0 | RSP, QQQ, SPLG, VEA, ESGU | 13F-HR | 11/4/2021, 09:10 AM |