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Amount-weighted buy-and-hold return of 42 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.
| $58.50K |
6.1% |
| +8.3% |
| C | $40.50K | 4.2% | — |
| BA | $40.50K | 4.2% | — |
| CSCO | $40.50K | 4.2% | — |
| FDX | $40.50K | 4.2% | — |
| VOYG | $40.50K | 4.2% | +25.8% |
| QCOM | $40.50K | 4.2% | — |
| DDOG | $40.50K | 4.2% | +8.1% |
| DTM | $32.50K | 3.4% | — |
| OXY | $32.50K | 3.4% | — |
| ULTA | $32.50K | 3.4% | — |
| GS | $32.50K | 3.4% | — |
| GLW | $32.50K | 3.4% | — |
| RH | $32.50K | 3.4% | — |
| HON | $32.50K | 3.4% | — |
| MRVL | $32.50K | 3.4% | — |
| MSFT | $32.50K | 3.4% | — |
| SHW | $32.50K | 3.4% | — |
| IBM | $32.50K | 3.4% | -7.6% |
| CB | $32.50K | 3.4% | -2.5% |
| WHR | $24.50K | 2.6% | — |
| AR | $16.00K | 1.7% | — |
| URI | $16.00K | 1.7% | — |
| VG | $8.00K | 0.8% | — |
| PTON | $8.00K | 0.8% | — |
| NVR | $8.00K | 0.8% | — |
| GE | $8.00K | 0.8% | — |
| BRK.B | $8.00K | 0.8% | -3.0% |
Estimated from disclosed trades only. Cost basis uses midpoint of reported ranges.sale_full closes the position entirely.
| $1,001 - $15,000 |
| -4.8% |
| Jul 28, 2026 | CARR | Sell (Partial) | $15,001 - $50,000 | -4.8% |
| Jul 1, 2026 | CB | BuyOversight | $15,001 - $50,000 | -2.5% |
| Jun 15, 2026 | VOYG | Buy | $15,001 - $50,000 | -5.9% |
| Jun 4, 2026 | UNH | Sell (Partial) | $1,001 - $15,000 | -2.9% |
| Jun 4, 2026 | BEP | Buy | $15,001 - $50,000 | -10.1% |
| Jun 4, 2026 | BEP | Buy | $1,001 - $15,000 | -10.1% |
| Jun 3, 2026 | BEP | Buy | $1,001 - $15,000 | -9.9% |
| Jun 2, 2026 | BEP | Buy | $1,001 - $15,000 | -10.9% |
| Jun 2, 2026 | BIIB | Sell (Partial) | $15,001 - $50,000 | +13.5% |
| Jun 2, 2026 | CRM | Buy | $15,001 - $50,000 | +2.3% |
| May 29, 2026 | BEP | Buy | $1,001 - $15,000 | -11.2% |
| May 21, 2026 | IBM | Buy | $15,001 - $50,000 | -7.6% |
| May 19, 2026 | DDOG | Buy | $1,001 - $15,000 | +8.1% |
| May 19, 2026 | DDOG | Buy | $15,001 - $50,000 | +8.1% |
| May 13, 2026 | QCOM | Buy | $1,001 - $15,000 | — |
| May 13, 2026 | QCOM | Buy | $15,001 - $50,000 | — |
| May 12, 2026 | SHW | Sell (Partial) | $1,001 - $15,000 | — |
| May 12, 2026 | BIIB | Buy | $1,001 - $15,000 | +7.5% |
| May 11, 2026 | BIIB | Buy | $1,001 - $15,000 | +8.3% |
| May 11, 2026 | BIIB | Buy | $50,001 - $100,000 | +8.3% |
| May 11, 2026 | WHR | Sell (Partial) | $1,001 - $15,000 | — |
| May 1, 2026 | CARR | Buy | $1,001 - $15,000 | -11.0% |
| May 1, 2026 | CARR | Buy | $15,001 - $50,000 | -11.0% |
| Apr 24, 2026 | URI | Buy | $1,001 - $15,000 | — |
| Apr 22, 2026 | UNH | Buy | $1,001 - $15,000 | +8.9% |
| Apr 20, 2026 | SHW | Buy | $15,001 - $50,000 | — |
| Apr 20, 2026 | SHW | Buy | $1,001 - $15,000 | — |
| Apr 17, 2026 | MSFT | Buy | $15,001 - $50,000 | — |
| Apr 17, 2026 | AMGN | Sell (Partial) | $15,001 - $50,000 | — |
| Apr 14, 2026 | VOYG | Buy | $1,001 - $15,000 | +25.8% |
| Apr 6, 2026 | MRVL | Buy | $15,001 - $50,000 | — |
| Apr 6, 2026 | CRM | Buy | $15,001 - $50,000 | +11.0% |
| Mar 25, 2026 | URI | Buy | $1,001 - $15,000 | — |
| Mar 25, 2026 | FDX | Buy | $1,001 - $15,000 | — |
| Mar 24, 2026 | AMGN | Buy | $15,001 - $50,000 | — |
| Mar 24, 2026 | HON | Buy | $15,001 - $50,000 | — |
| Mar 24, 2026 | GE | Buy | $1,001 - $15,000 | — |
| Mar 19, 2026 | WHR | Buy | $15,001 - $50,000 | — |
| Mar 19, 2026 | VG | Buy | $1,001 - $15,000 | — |
| Mar 19, 2026 | ULTA | Buy | $15,001 - $50,000 | — |
| Mar 19, 2026 | PTON | Buy | $1,001 - $15,000 | — |
| Mar 19, 2026 | NVR | Buy | $1,001 - $15,000 | — |
| Mar 19, 2026 | GS | BuyOversight | $15,001 - $50,000 | — |
| Mar 19, 2026 | GLW | Buy | $15,001 - $50,000 | — |
| Mar 19, 2026 | C | BuyOversight | $1,001 - $15,000 | — |
| Mar 19, 2026 | C | BuyOversight | $15,001 - $50,000 | — |
| Mar 19, 2026 | BA | Buy | $15,001 - $50,000 | — |
| Mar 19, 2026 | BA | Buy | $1,001 - $15,000 | — |
| Mar 19, 2026 | CSCO | Buy | $15,001 - $50,000 | — |
| Mar 19, 2026 | CSCO | Buy | $1,001 - $15,000 | — |
| Mar 19, 2026 | RH | Buy | $15,001 - $50,000 | — |
| Mar 19, 2026 | FDX | Buy | $15,001 - $50,000 | — |
| Oct 31, 2024 | AR | Buy | $1,001 - $15,000 | — |
| Oct 25, 2024 | OXY | Buy | $15,001 - $50,000 | — |
| Oct 25, 2024 | CWEN | Sell (Partial) | $15,001 - $50,000 | — |
| Aug 2, 2024 | AR | Buy | $1,001 - $15,000 | — |
| May 1, 2024 | DTM | Buy | $15,001 - $50,000 | — |
| May 1, 2024 | NFE | Sell (Partial) | $15,001 - $50,000 | — |
| Apr 26, 2024 | CWEN | Buy | $15,001 - $50,000 | — |
| Apr 8, 2024 | CIVI | Sell (Partial) | $15,001 - $50,000 | — |