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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 |
|---|---|---|---|
| AAPL | $32.50K | 100.0% | +37.0% |
Estimated from disclosed trades only. Cost basis uses midpoint of reported ranges.sale_full closes the position entirely.
| Date | Ticker | Type | Amount | Return |
|---|---|---|---|---|
| Jul 5, 2024 | AAPL | Sell (Partial)Oversight | $15,001 - $50,000 | +37.0% |
| Jul 5, 2024 |
Data sourced from STOCK Act periodic transaction reports. Return % is stock price change from trade date to today — not a cost-basis return.
| AAPL |
BuyOversight |
| $15,001 - $50,000 |
| +37.0% |
| Dec 29, 2023 | BABA | Sell (Partial) | $100,001 - $250,000 | +65.3% |