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Amount-weighted buy-and-hold return of 8 priced purchases
Approximation from disclosed value-range midpoints; it is not a brokerage portfolio, exact cost basis, or verified current ownership.
Data sourced from STOCK Act periodic transaction reports. Return % is stock price change from trade date to today — not a cost-basis return.
| $8.00K |
25.0% |
| — |
Estimated from disclosed trades only. Cost basis uses midpoint of reported ranges.sale_full closes the position entirely.
| $1,001 - $15,000 |
| -16.9% |
| May 11, 2026 | AMT | Sell (Partial) | $1,001 - $15,000 | -0.8% |
| May 7, 2026 | INTC | Sell (Partial) | $1,001 - $15,000 | -18.8% |
| May 7, 2026 | TMO | Sell (Partial)Oversight | $1,001 - $15,000 | +26.6% |
| May 7, 2026 | PWR | Sell (Partial) | $1,001 - $15,000 | -18.6% |
| Mar 24, 2026 | MU | Sell (Partial) | $15,001 - $50,000 | +136.0% |
| Nov 21, 2025 | APO | Sell (Partial)Oversight | $1,001 - $15,000 | +1.3% |
| Nov 21, 2025 | MSFT | Sell (Partial) | $1,001 - $15,000 | +6.1% |
| Nov 21, 2025 | NVDA | Buy | $1,001 - $15,000 | +21.6% |
| Nov 21, 2025 | CVS | Sell (Partial)Oversight | $1,001 - $15,000 | +25.1% |
| Nov 21, 2025 | AWK | Sell (Partial) | $1,001 - $15,000 | — |
| Nov 21, 2025 | BABAF | Sell (Partial) | $1,001 - $15,000 | — |
| Oct 10, 2025 | KD | Sell (Partial) | $224.00 | — |
| Oct 10, 2025 | GOOGL | Sell (Partial) | $15,001 - $50,000 | — |
| Apr 3, 2025 | NOW | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 3, 2025 | ABBV | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Apr 3, 2025 | GOOGL | Buy | $1,001 - $15,000 | — |
| Apr 3, 2025 | AMZN | Buy | $1,001 - $15,000 | — |
| Apr 3, 2025 | AMT | Sell (Partial) | $1,001 - $15,000 | -22.9% |
| Apr 3, 2025 | INTC | Buy | $1,001 - $15,000 | +296.7% |
| Apr 3, 2025 | IBM | Buy | $1,001 - $15,000 | — |
| Apr 3, 2025 | KMI | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 3, 2025 | NEE | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 3, 2025 | NVDA | Buy | $1,001 - $15,000 | +113.6% |
| Apr 3, 2025 | OKE | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 3, 2025 | PWR | Sell (Partial) | $1,001 - $15,000 | +142.6% |
| Apr 3, 2025 | WMB | Sell (Partial) | $1,001 - $15,000 | — |
| Oct 29, 2024 | TSLA | Sell (Partial) | $1,001 - $15,000 | — |
| Oct 29, 2024 | AMZN | Sell (Partial) | $15,001 - $50,000 | — |
| Dec 20, 2023 | HASI | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 20, 2023 | NOW | Buy | $1,001 - $15,000 | — |
| Dec 20, 2023 | MU | Buy | $1,001 - $15,000 | +1086.2% |