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Trade price comparisons through .
Buy performance through . Update overdue — these are historical results, not current market conditions.
Amount-weighted buy-and-hold return of 16 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 the latest available close — not a cost-basis return.
| $8.00K |
11.1% |
| — |
| KO | $8.00K | 11.1% | — |
| MU | $8.00K | 11.1% | — |
| KLAC | $8.00K | 11.1% | — |
| EQIX | $8.00K | 11.1% | -2.9% |
| GS | $8.00K | 11.1% | -16.6% |
Estimated from disclosed trades only. Cost basis uses midpoint of reported ranges.sale_full closes the position entirely.
| $50,001 - $100,000 |
| -15.7% |
| Sep 28, 2026 | MSFT | Sell (Partial) | $1,001 - $15,000 | +4.2% |
| Sep 3, 2026 | WFC | Sell (Partial) | $1,001 - $15,000 | -5.9% |
| Sep 3, 2026 | GS | Buy | $1,001 - $15,000 | -16.6% |
| Aug 24, 2026 | GOOGL | Sell (Partial) | $50,001 - $100,000 | -18.2% |
| Aug 12, 2026 | ALL | Sell (Partial) | $1,001 - $15,000 | -0.4% |
| Aug 7, 2026 | EQIX | Buy | $1,001 - $15,000 | -2.9% |
| Aug 6, 2026 | CCI | Sell (Partial) | $1,001 - $15,000 | +18.3% |
| Jul 1, 2026 | LLY | Sell (Partial) | $1,001 - $15,000 | +13.6% |
| Jul 1, 2026 | KLAC | Buy | $1,001 - $15,000 | — |
| Jun 29, 2026 | GOOGL | Buy | $1,001 - $15,000 | -19.5% |
| Jun 25, 2026 | GOOGL | Buy | $1,001 - $15,000 | -17.1% |
| Jun 25, 2026 | NVDA | Buy | $1,001 - $15,000 | — |
| Jun 25, 2026 | AAPL | Sell (Partial) | $1,001 - $15,000 | — |
| Jun 25, 2026 | MSFT | Sell (Partial) | $1,001 - $15,000 | +50.4% |
| Jun 25, 2026 | MU | Buy | $1,001 - $15,000 | — |
| Jun 25, 2026 | AMZN | Sell (Partial) | $1,001 - $15,000 | — |
| May 6, 2026 | PLTR | Sell (Partial) | $1,001 - $15,000 | — |
| May 6, 2026 | META | Buy | $1,001 - $15,000 | — |
| Feb 20, 2026 | MSFT | Sell (Partial) | $1,001 - $15,000 | +33.6% |
| Feb 5, 2026 | MSFT | Buy | $1,001 - $15,000 | +34.8% |
| Jan 9, 2026 | META | Sell (Partial) | $1,001 - $15,000 | — |
| Jan 9, 2026 | PLTR | Buy | $1,001 - $15,000 | — |
| Jan 2, 2026 | LLY | Buy | $1,001 - $15,000 | +25.3% |
| Dec 3, 2025 | KO | Buy | $1,001 - $15,000 | — |
| Dec 2, 2025 | LLY | Sell (Partial) | $1,001 - $15,000 | +29.4% |
| Oct 27, 2025 | AAPL | Sell (Partial) | $1,001 - $15,000 | — |
| Oct 6, 2025 | GEV | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 18, 2025 | META | Buy | $1,001 - $15,000 | — |
| Aug 1, 2025 | AAPL | Buy | $1,001 - $15,000 | — |
| Aug 1, 2025 | NVDA | Buy | $1,001 - $15,000 | — |
| Jul 31, 2025 | NVDA | Sell (Partial) | $1,001 - $15,000 | — |
| Jul 3, 2025 | AMZN | Sell (Partial) | $1,001 - $15,000 | — |
| Jul 3, 2025 | GOOGL | Sell (Partial) | $1,001 - $15,000 | +58.6% |
| May 7, 2025 | PRU | Sell (Partial) | $1,001 - $15,000 | — |
| Jan 14, 2025 | ORCL | Buy | $1,001 - $15,000 | — |
| Dec 16, 2024 | NOW | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 12, 2024 | TMO | Sell (Partial) | $1,001 - $15,000 | — |
| Nov 26, 2024 | PFE | Sell (Partial) | $1,001 - $15,000 | — |