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Trade price comparisons through .
Approximation from disclosed value-range midpoints; it is not a brokerage portfolio, exact cost basis, or verified current ownership.
Estimated from disclosed trades only. Cost basis uses midpoint of reported ranges.sale_full closes the position entirely.
Data sourced from STOCK Act periodic transaction reports. Return % is stock price change from trade date to the latest available close — not a cost-basis return.
| $1,001 - $15,000 |
| +114.4% |
| Jan 19, 2024 | GOOG | Sell (Partial) | $15,001 - $50,000 | +114.4% |
| Jan 19, 2024 | AMZN | Sell (Partial) | $15,001 - $50,000 | +59.6% |
| Jan 19, 2024 | AMZN | Sell (Partial) | $1,001 - $15,000 | +59.6% |
| Jan 19, 2024 | AXP | Sell (Partial) | $1,001 - $15,000 | +71.0% |
| Jan 19, 2024 | AXP | Sell (Partial) | $15,001 - $50,000 | +71.0% |
| Jan 19, 2024 | AAPL | Sell (Partial) | $15,001 - $50,000 | +81.5% |
| Jan 19, 2024 | AAPL | Sell (Partial) | $1,001 - $15,000 | +81.5% |
| Jan 19, 2024 | VUG | Buy | $100,001 - $250,000 | +64.8% |
| Jan 19, 2024 | BABA | Sell (Partial) | $1,001 - $15,000 | +43.5% |
| Jan 19, 2024 | BAC | Sell (Partial) | $1,001 - $15,000 | +56.9% |
| Jan 19, 2024 | BRK.B | Sell (Partial) | $1,001 - $15,000 | — |
| Jan 19, 2024 | BRK.B | Sell (Partial) | $15,001 - $50,000 | — |
| Jan 19, 2024 | HQY | Sell (Partial) | $1,001 - $15,000 | +42.1% |
| Jan 19, 2024 | JNJ | Sell (Partial) | $1,001 - $15,000 | — |
| Jan 19, 2024 | META | Sell (Partial) | $1,001 - $15,000 | — |
| Jan 19, 2024 | MSFT | Sell (Partial) | $1,001 - $15,000 | — |
| Jan 19, 2024 | MSFT | Sell (Partial) | $15,001 - $50,000 | — |
| Jan 19, 2024 | RTX | Sell (Partial) | $1,001 - $15,000 | — |
| Jan 19, 2024 | SPY | Buy | $100,001 - $250,000 | — |
| Jan 19, 2024 | SPY | Buy | $15,001 - $50,000 | — |
| Jan 19, 2024 | VUG | Buy | $1,001 - $15,000 | +64.8% |
| Jan 9, 2024 | BA | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 22, 2023 | AAPL | Buy | $1,001 - $15,000 | +79.6% |