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Amount-weighted buy-and-hold return of 82 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.
| $125.00K |
12.8% |
| — |
| CAH | $75.00K | 7.7% | — |
| WMT | $75.00K | 7.7% | — |
| SPG | $65.00K | 6.7% | +26.6% |
| GEV | $47.50K | 4.9% | — |
| AMAT | $42.50K | 4.4% | — |
| BP | $40.50K | 4.2% | -3.0% |
| JPM | $40.50K | 4.2% | — |
| HOOD | $32.50K | 3.3% | — |
| SHOP | $32.50K | 3.3% | — |
| CHD | $16.00K | 1.6% | — |
| AMZN | $16.00K | 1.6% | +23.9% |
| META | $16.00K | 1.6% | — |
| MCK | $16.00K | 1.6% | +40.7% |
| W | $8.00K | 0.8% | — |
| GS | $8.00K | 0.8% | — |
| KKR | $8.00K | 0.8% | — |
| WMB | $8.00K | 0.8% | — |
| STT | $8.00K | 0.8% | — |
| WELL | $8.00K | 0.8% | — |
| SPHR | $8.00K | 0.8% | -13.7% |
| HLT | $8.00K | 0.8% | -10.1% |
Estimated from disclosed trades only. Cost basis uses midpoint of reported ranges.sale_full closes the position entirely.
| $1,001 - $15,000 |
| +16.3% |
| Jun 15, 2026 | HLT | BuyOversight | $1,001 - $15,000 | -10.1% |
| May 12, 2026 | MSFT | Sell (Partial) | $15,001 - $50,000 | +22.9% |
| Apr 24, 2026 | V | Sell (Partial) | $50,001 - $100,000 | +20.4% |
| Apr 24, 2026 | ORLY | Sell (Partial)Oversight | $1,001 - $15,000 | -5.6% |
| Apr 20, 2026 | SPG | Buy | $15,001 - $50,000 | +2.1% |
| Apr 20, 2026 | THC | Sell (Partial) | $15,001 - $50,000 | +39.0% |
| Apr 15, 2026 | THC | Sell (Partial) | $1,001 - $15,000 | +37.3% |
| Mar 20, 2026 | BP | Buy | $1,001 - $15,000 | -0.7% |
| Mar 19, 2026 | BP | Buy | $15,001 - $50,000 | -3.0% |
| Mar 19, 2026 | ORLY | Sell (Partial)Oversight | $15,001 - $50,000 | +0.0% |
| Mar 9, 2026 | AMZN | Sell (Partial)Oversight | $1,001 - $15,000 | +19.4% |
| Feb 17, 2026 | BK | Buy | $50,001 - | — |
| Feb 17, 2026 | IBM | Sell (Partial) | $50,001 - | — |
| Feb 17, 2026 | BK | Buy | $50,001 - $100,000 | — |
| Feb 17, 2026 | BK | Buy | $1,001 - $15,000 | — |
| Feb 17, 2026 | IBM | Sell (Partial) | $1,001 - $15,000 | — |
| Feb 17, 2026 | IBM | Sell (Partial) | $50,001 - $100,000 | — |
| Feb 11, 2026 | WELL | Buy | $1,001 - $15,000 | — |
| Feb 11, 2026 | C | Buy | $1,001 - $15,000 | — |
| Feb 11, 2026 | AMZN | Sell (Partial)Oversight | $1,001 - $15,000 | +24.9% |
| Feb 11, 2026 | THC | Sell (Partial) | $1,001 - $15,000 | +17.4% |
| Feb 5, 2026 | PANW | Sell (Partial) | $50,001 - | — |
| Feb 5, 2026 | PANW | Sell (Partial) | $50,001 - $100,000 | — |
| Feb 5, 2026 | C | Buy | $50,001 - $100,000 | — |
| Feb 5, 2026 | AMZN | BuyOversight | $1,001 - $15,000 | +14.5% |
| Feb 4, 2026 | C | Buy | $1,001 - $15,000 | — |
| Feb 4, 2026 | BRCM | Sell (Partial) | $1,001 - $15,000 | — |
| Feb 3, 2026 | SHOP | Sell (Partial) | $1,001 - $15,000 | — |
| Jan 30, 2026 | GEV | Buy | $15,001 - | — |
| Jan 30, 2026 | SHOP | Sell (Partial) | $50,001 - | — |
| Jan 30, 2026 | SHOP | Sell (Partial) | $50,001 - $100,000 | — |
| Jan 30, 2026 | GEV | Buy | $15,001 - $50,000 | — |
| Jan 30, 2026 | C | Buy | $15,001 - $50,000 | — |
| Jan 30, 2026 | C | Buy | $15,001 - | — |
| Jan 22, 2026 | VSAT | Buy | $50,001 - | — |
| Jan 22, 2026 | VSAT | Buy | $50,001 - $100,000 | — |
| Jan 22, 2026 | CPNG | Sell (Partial)Oversight | $15,001 - $50,000 | — |
| Jan 20, 2026 | HOOD | Sell (Partial) | $1,001 - $15,000 | — |
| Jan 20, 2026 | JPM | Buy | $1,001 - $15,000 | — |
| Jan 16, 2026 | PLTR | Sell (Partial) | $15,001 - $50,000 | — |
| Jan 16, 2026 | PLTR | Sell (Partial) | $15,001 - | — |
| Jan 13, 2026 | TMUS | Sell (Partial) | $50,001 - $100,000 | — |
| Jan 13, 2026 | WMT | BuyOversight | $50,001 - $100,000 | — |
| Dec 22, 2025 | PLTR | Buy | $15,001 - $50,000 | — |
| Dec 22, 2025 | PLTR | Buy | $15,001 - | — |
| Dec 22, 2025 | HOOD | Sell (Partial) | $15,001 - $50,000 | — |
| Dec 10, 2025 | THC | Buy | $15,001 - $50,000 | +34.6% |
| Dec 10, 2025 | MELI | Sell (Partial)Oversight | $15,001 - | — |
| Dec 10, 2025 | MELI | Sell (Partial)Oversight | $15,001 - $50,000 | — |
| Dec 8, 2025 | SHOP | Buy | $50,001 - $100,000 | — |
| Dec 8, 2025 | SHOP | Buy | $50,001 - | — |
| Dec 8, 2025 | NFLX | Sell (Partial) | $50,001 - $100,000 | — |
| Nov 11, 2025 | STT | Buy | $1,001 - $15,000 | — |
| Nov 11, 2025 | META | Sell (Partial) | $1,001 - $15,000 | — |
| Nov 11, 2025 | TMUS | Sell (Partial) | $1,001 - $15,000 | — |
| Nov 6, 2025 | HOOD | Buy | $15,001 - $50,000 | — |
| Nov 6, 2025 | DOCS | Sell (Partial) | $15,001 - $50,000 | — |
| Oct 8, 2025 | HOOD | Buy | $15,001 - $50,000 | — |
| Oct 8, 2025 | SHOP | Buy | $1,001 - $15,000 | — |
| Oct 8, 2025 | MCK | Sell (Partial) | $1,001 - $15,000 | +20.0% |
| Oct 6, 2025 | SHOP | Buy | $15,001 - $50,000 | — |
| Sep 5, 2025 | HOOD | Buy | $1,001 - $15,000 | — |
| Sep 3, 2025 | THC | Buy | $1,001 - $15,000 | +42.2% |
| Sep 3, 2025 | LRCX | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 2, 2025 | ARM | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 25, 2025 | DOCS | Buy | $15,001 - $50,000 | — |
| Aug 13, 2025 | LRCX | Buy | $1,001 - $15,000 | — |
| Aug 13, 2025 | IBM | Sell (Partial) | $1,001 - $15,000 | — |
| Jul 17, 2025 | ARM | Buy | $1,001 - $15,000 | — |
| Jul 17, 2025 | FMX | Sell (Partial) | $1,001 - $15,000 | — |
| Jun 3, 2025 | IBM | Buy | $15,001 - $50,000 | — |
| Jun 3, 2025 | LLY | Sell (Partial) | $15,001 - $50,000 | — |
| May 21, 2025 | FMX | Buy | $1,001 - $15,000 | — |
| May 21, 2025 | LLY | Sell (Partial) | $1,001 - $15,000 | — |
| May 14, 2025 | CHD | Sell (Partial)Oversight | $15,001 - $50,000 | — |
| May 14, 2025 | IBM | Buy | $50,001 - $100,000 | — |
| May 7, 2025 | LIN | Sell (Partial)Oversight | $50,001 - $100,000 | — |
| May 5, 2025 | CHD | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Apr 23, 2025 | AMZN | BuyOversight | $1,001 - $15,000 | +41.2% |
| Apr 23, 2025 | LLY | Buy | $1,001 - $15,000 | — |
| Apr 23, 2025 | MCK | Buy | $1,001 - $15,000 | +31.0% |
| Apr 23, 2025 | META | Buy | $1,001 - $15,000 | — |
| Apr 23, 2025 | TMUS | Buy | $1,001 - $15,000 | — |
| Apr 23, 2025 | WMB | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 23, 2025 | CHD | BuyOversight | $1,001 - $15,000 | — |
| Apr 21, 2025 | LLY | Buy | $15,001 - $50,000 | — |
| Apr 21, 2025 | GOOGL | Sell (Partial) | $15,001 - $50,000 | — |
| Apr 16, 2025 | AMZN | Sell (Partial)Oversight | $15,001 - $50,000 | +46.2% |
| Apr 16, 2025 | META | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 16, 2025 | NFLX | Buy | $50,001 - $100,000 | — |
| Apr 10, 2025 | ARMK | Sell (Partial)Oversight | $15,001 - $50,000 | — |
| Apr 10, 2025 | MSFT | Sell (Partial) | $50,001 - $100,000 | +31.4% |
| Apr 7, 2025 | GS | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 4, 2025 | KKR | Sell (Partial) | $1,001 - $15,000 | — |
| Mar 24, 2025 | WMB | Buy | $1,001 - $15,000 | — |
| Mar 24, 2025 | AMZN | BuyOversight | $1,001 - $15,000 | +25.4% |
| Mar 24, 2025 | TMUS | Buy | $1,001 - $15,000 | — |
| Mar 24, 2025 | META | Buy | $1,001 - $15,000 | — |
| Mar 24, 2025 | CHD | BuyOversight | $1,001 - $15,000 | — |
| Mar 24, 2025 | KKR | Buy | $1,001 - $15,000 | — |
| Mar 24, 2025 | GS | Buy | $1,001 - $15,000 | — |
| Mar 24, 2025 | MCK | Buy | $1,001 - $15,000 | +37.2% |
| Mar 17, 2025 | WMB | Buy | $1,001 - $15,000 | — |
| Mar 17, 2025 | PANW | Sell (Partial) | $1,001 - $15,000 | — |
| Mar 11, 2025 | CRM | Sell (Partial) | $15,001 - $50,000 | — |
| Mar 4, 2025 | MCK | Buy | $1,001 - $15,000 | +40.9% |
| Mar 4, 2025 | MSFT | Sell (Partial) | $1,001 - $15,000 | +28.9% |
| Mar 3, 2025 | CHD | BuyOversight | $1,001 - $15,000 | — |
| Mar 3, 2025 | GS | Buy | $1,001 - $15,000 | — |
| Mar 3, 2025 | KKR | Buy | $1,001 - $15,000 | — |
| Mar 3, 2025 | MCK | Buy | $1,001 - $15,000 | +40.7% |
| Mar 3, 2025 | META | Buy | $1,001 - $15,000 | — |
| Mar 3, 2025 | PANW | Buy | $1,001 - $15,000 | — |
| Mar 3, 2025 | TMUS | Buy | $1,001 - $15,000 | — |
| Mar 3, 2025 | AMZN | BuyOversight | $1,001 - $15,000 | +24.3% |
| Dec 16, 2024 | GD | Sell (Partial) | $15,001 - $50,000 | — |
| Dec 16, 2024 | ORLY | BuyOversight | $15,001 - $50,000 | +4.0% |
| Dec 9, 2024 | TIMB | Sell (Partial) | $15,001 - $50,000 | — |
| Dec 9, 2024 | META | Buy | $1,001 - $15,000 | — |
| Nov 27, 2024 | AMZN | BuyOversight | $15,001 - $50,000 | +23.9% |
| Nov 27, 2024 | AMAT | Sell (Partial) | $15,001 - $50,000 | — |
| Nov 13, 2024 | REGN | Sell (Partial) | $15,001 - $50,000 | — |
| Nov 13, 2024 | CHD | BuyOversight | $15,001 - $50,000 | — |
| Nov 1, 2024 | REGN | Sell (Partial) | $1,001 - $15,000 | — |
| Oct 28, 2024 | CRM | Buy | $15,001 - $50,000 | — |
| Oct 28, 2024 | ASML | Sell (Partial) | $15,001 - $50,000 | — |
| Sep 24, 2024 | MRK | Sell (Partial) | $15,001 - $50,000 | — |
| Sep 24, 2024 | GD | Buy | $15,001 - $50,000 | — |
| Sep 19, 2024 | AES | Sell (Partial) | $15,001 - $50,000 | — |
| Sep 19, 2024 | ARMK | BuyOversight | $15,001 - $50,000 | — |
| Aug 26, 2024 | SPG | Buy | $15,001 - $50,000 | +26.6% |
| Aug 26, 2024 | LRCX | Sell (Partial) | $15,001 - $50,000 | — |
| Jul 23, 2024 | TECK | Sell (Partial) | $15,001 - $50,000 | — |
| Jul 9, 2024 | CRM | Sell (Partial) | $15,001 - $50,000 | — |
| Jul 9, 2024 | AES | Buy | $15,001 - $50,000 | — |
| Jul 9, 2024 | TECK | Buy | $15,001 - $50,000 | — |
| Jul 5, 2024 | COP | Sell (Partial) | $15,001 - $50,000 | — |
| Jul 3, 2024 | CPNG | BuyOversight | $15,001 - $50,000 | — |
| Jul 3, 2024 | ACI | Sell (Partial)Oversight | $15,001 - $50,000 | — |
| Apr 24, 2024 | HXL | Sell (Partial)Oversight | $15,001 - $50,000 | — |
| Apr 24, 2024 | JPM | Buy | $15,001 - $50,000 | — |
| Apr 2, 2024 | COP | Buy | $15,001 - $50,000 | — |
| Apr 2, 2024 | LULU | Sell (Partial)Oversight | $15,001 - $50,000 | — |
| Mar 13, 2024 | AAPL | Sell (Partial) | $15,001 - $50,000 | — |
| Mar 13, 2024 | ADI | Sell (Partial) | $15,001 - $50,000 | — |
| Mar 13, 2024 | INTC | Sell (Partial) | $15,001 - $50,000 | — |
| Mar 13, 2024 | ASML | Buy | $15,001 - $50,000 | — |
| Mar 13, 2024 | AMAT | Buy | $50,001 - $100,000 | — |
| Feb 16, 2024 | HXL | BuyOversight | $15,001 - $50,000 | — |
| Jan 19, 2024 | LRCX | Buy | $15,001 - $50,000 | — |
| Jan 17, 2024 | REGN | Buy | $1,001 - $15,000 | — |
| Jan 17, 2024 | W | Sell (Partial)Oversight | $15,001 - $50,000 | — |
| Jan 12, 2024 | CAH | Buy | $50,001 - $100,000 | — |
| Jan 8, 2024 | INTC | Buy | $15,001 - $50,000 | — |
| Jan 8, 2024 | BP | Sell (Partial) | $15,001 - $50,000 | +25.5% |
| Dec 20, 2023 | HEI | Sell (Partial) | $15,001 - $50,000 | — |
| Dec 20, 2023 | W | BuyOversight | $1,001 - $15,000 | — |
| Dec 15, 2023 | W | BuyOversight | $15,001 - $50,000 | — |
| Dec 14, 2023 | ACI | BuyOversight | $15,001 - $50,000 | — |
| Dec 1, 2023 | PANW | Buy | $50,001 - $100,000 | — |