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Data sourced from STOCK Act periodic transaction reports. Return % is stock price change from trade date to today — not a cost-basis return.
| $1,000,001 - $5,000,000 |
| +105.0% |
| Jun 3, 2025 | GOOG | Sell (Partial) | $250,001 - $500,000 | +101.7% |
| Jun 3, 2025 | SMCWX | Sell (Partial) | $500,001 - $1,000,000 | +26.6% |
| Jun 3, 2025 | MSFT | Sell (Partial) | $250,001 - $500,000 | +3.9% |