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Amount-weighted buy-and-hold return of 14 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.
| $8.00K |
12.5% |
| — |
| KO | $8.00K | 12.5% | — |
| MU | $8.00K | 12.5% | -11.7% |
| KLAC | $8.00K | 12.5% | -29.4% |
| EQIX | $8.00K | 12.5% | -0.5% |
Estimated from disclosed trades only. Cost basis uses midpoint of reported ranges.sale_full closes the position entirely.
| $1,001 - $15,000 |
| -11.8% |
| Aug 7, 2026 | EQIX | Buy | $1,001 - $15,000 | -0.5% |
| Aug 6, 2026 | CCI | Sell (Partial) | $1,001 - $15,000 | -6.3% |
| Jul 1, 2026 | KLAC | Buy | $1,001 - $15,000 | -29.4% |
| Jul 1, 2026 | LLY | Sell (Partial) | $1,001 - $15,000 | -3.4% |
| Jun 29, 2026 | GOOGL | Buy | $1,001 - $15,000 | -4.5% |
| Jun 25, 2026 | MU | Buy | $1,001 - $15,000 | -11.7% |
| Jun 25, 2026 | NVDA | Buy | $1,001 - $15,000 | +15.2% |
| Jun 25, 2026 | AAPL | Sell (Partial) | $1,001 - $15,000 | +22.5% |
| Jun 25, 2026 | AMZN | Sell (Partial) | $1,001 - $15,000 | +9.8% |
| Jun 25, 2026 | GOOGL | Buy | $1,001 - $15,000 | -1.7% |
| Jun 25, 2026 | MSFT | 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 | — |
| Feb 5, 2026 | MSFT | Buy | $1,001 - $15,000 | — |
| 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 | +6.5% |
| Dec 3, 2025 | KO | Buy | $1,001 - $15,000 | — |
| Dec 2, 2025 | LLY | Sell (Partial) | $1,001 - $15,000 | +10.0% |
| Oct 27, 2025 | AAPL | Sell (Partial) | $1,001 - $15,000 | +25.4% |
| 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 | +66.5% |
| Aug 1, 2025 | NVDA | Buy | $1,001 - $15,000 | +29.8% |
| Jul 31, 2025 | NVDA | Sell (Partial) | $1,001 - $15,000 | +26.8% |
| Jul 3, 2025 | GOOGL | Sell (Partial) | $1,001 - $15,000 | +88.2% |
| Jul 3, 2025 | AMZN | Sell (Partial) | $1,001 - $15,000 | +11.6% |
| 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 | — |