Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.
Reported portfolio value by quarter (2 quarters reported)
$42.4K in Q3 2023 → $104K now. Hover for any quarter.
As reported for the quarter ended December 31, 2023. Activity is the change in share count since the prior quarter's filing.
| Holding | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| Apple Inc | 31.1% | Added 69% | 169 | $32.5K |
| PA Procter And Gamble Co | 28.1% | New | 200 | $29.3K |
| Tesla Inc | 23.7% | New | 100 | $24.8K |
| BH Berkshire Hathaway Inc Del | 17.1% | New | 50 | $17.8K |
What changed each quarter, from the filings' own share counts. Largest moves first; most recent 1 quarters.
quarter ended December 31, 2023 · filed January 02, 2024
| Company | Action | Shares changed | Value of change | % of portfolio |
|---|---|---|---|---|
| PA Procter And Gamble Co | New | +200 | +$29.3K | 28.1% |
| Tesla Inc | New | +100 | +$24.8K | 23.7% |
| BH Berkshire Hathaway Inc Del | New | +50 | +$17.8K | 17.1% |
| Apple Inc | Added | +69 | +$13.3K | 31.1% |
| The Walt Disney Company | Exited | −100 | −$9.39K | — |
| AE Ark ETF Trust | Exited | −200 | −$6.33K | — |
| Cisco Systems Inc | Exited | −100 | −$4.94K | — |
| IT Ishares Trust | Exited | −10 | −$1.91K | — |
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