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Approximation from disclosed value-range midpoints; it is not a brokerage portfolio, exact cost basis, or verified current ownership.
| Ticker | Est. Basis | Allocation | Return Since Buy |
|---|---|---|---|
| AESI | $15.00M | 100.0% | +6.4% |
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 today — not a cost-basis return.
| $5,000,001 - $25,000,000 |
| -19.5% |
| Mar 30, 2026 | AESI | Buy | $100,001 - $250,000 | +6.4% |
| May 20, 2024 | AESI | Sell (Partial) | $100,001 - $250,000 | -43.1% |
| Apr 10, 2024 | T | Sell (Partial)Oversight | $1,001 - $15,000 | +53.0% |
| Apr 10, 2024 | KMI | Sell (Partial) | $1,001 - $15,000 | +75.0% |
| Apr 10, 2024 | CVX | Sell (Partial) | $15,001 - $50,000 | +29.0% |
| Apr 10, 2024 | ET | Sell (Partial) | $1,001 - $15,000 | +36.3% |
| Apr 10, 2024 | XOM | Sell (Partial) | $15,001 - $50,000 | +31.5% |
| Mar 12, 2024 | AESI | Sell (Partial) | $250,001 - $500,000 | -33.8% |