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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 |
|---|---|---|---|
| VCSH | $32.50K | 100.0% | +19.8% |
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.
| $1,001 - $15,000 |
| -4.5% |
| Jun 30, 2023 | XBI | Sell (Partial) | $15,001 - $50,000 | +97.6% |
| Jun 23, 2023 | TRP | Sell (Partial) | $1,001 - $15,000 | +75.0% |
| Jun 22, 2023 | C | Sell (Partial) | $1,001 - $15,000 | +184.2% |
| Jun 19, 2023 | GBDC | Sell (Partial) | $15,001 - $50,000 | -3.9% |
| Jun 19, 2023 | BA | Sell (Partial) | $15,001 - $50,000 | -3.2% |
| Jun 19, 2023 | IWF | Sell (Partial) | $15,001 - $50,000 | +81.0% |
| Jul 14, 2022 | GBDC | Sell (Partial) | $15,001 - $50,000 | -4.4% |
| Jul 14, 2022 | VCSH | Buy | $15,001 - $50,000 | +19.8% |
| Jul 12, 2022 | GBDC | Sell (Partial) | $15,001 - $50,000 | -4.7% |