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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.
| Date | Ticker | Type | Amount | Return |
|---|---|---|---|---|
| Apr 21, 2025 | NLY | BuyOversight | $1,001 - $15,000 | +35.0% |
Data sourced from STOCK Act periodic transaction reports. Return % is stock price change from trade date to today — not a cost-basis return.
| Oct 11, 2018 | MTUM | Buy | $1,001 - $15,000 | +209.3% |
| Oct 9, 2018 | CVG (Exchanged) SNX | Exchange | $1,001 - $15,000 | — |