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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 21 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.
| $32.50K |
10.9% |
| +7.7% |
| ATO | $32.50K | 10.9% | — |
| NFLX | $24.50K | 8.2% | — |
| TSM | $24.00K | 8.0% | +4.2% |
| AVGO | $16.00K | 5.4% | -24.5% |
| SPGI | $15.00K | 5.0% | — |
| CTAS | $8.00K | 2.7% | — |
| KMI | $8.00K | 2.7% | — |
| AXP | $8.00K | 2.7% | +1.6% |
| AMD | $8.00K | 2.7% | -18.1% |
Estimated from disclosed trades only. Cost basis uses midpoint of reported ranges.sale_full closes the position entirely.
| $1,001 - $15,000 |
| +17.7% |
| Aug 12, 2026 | TSM | Buy | $1,001 - $15,000 | -12.5% |
| Aug 12, 2026 | AVGO | Buy | $1,001 - $15,000 | -29.4% |
| Aug 12, 2026 | ROL | Sell (Partial) | $15,001 - $50,000 | +3.9% |
| Jul 14, 2026 | ABT | Sell (Partial)Oversight | $15,001 - $50,000 | +23.6% |
| Jul 14, 2026 | AMD | Buy | $1,001 - $15,000 | -18.1% |
| Jul 14, 2026 | AVGO | Buy | $1,001 - $15,000 | -24.5% |
| Jun 10, 2026 | INTU | Sell (Partial) | $15,001 - $50,000 | +20.2% |
| May 8, 2026 | ACN | Sell (Partial) | $15,001 - $50,000 | +44.4% |
| May 8, 2026 | TSM | Buy | $1,001 - $15,000 | -8.8% |
| May 8, 2026 | AXP | Buy | $1,001 - $15,000 | +1.6% |
| Apr 16, 2026 | ABT | Sell (Partial)Oversight | $15,001 - $50,000 | +15.1% |
| Apr 16, 2026 | SPGI | Sell (Partial) | $15,001 - $50,000 | — |
| Apr 16, 2026 | PG | Sell (Partial) | $15,001 - $50,000 | — |
| Apr 16, 2026 | INTU | Sell (Partial) | $15,001 - $50,000 | -11.8% |
| Apr 15, 2026 | AMP | Sell (Partial) | $50,001 - $100,000 | — |
| Feb 19, 2026 | TSM | Buy | $1,001 - $15,000 | +4.2% |
| Feb 19, 2026 | KMI | BuyOversight | $1,001 - $15,000 | — |
| Feb 19, 2026 | INTU | Sell (Partial) | $1,001 - $15,000 | -10.5% |
| Feb 18, 2026 | INTU | Sell (Partial) | $15,001 - $50,000 | -12.3% |
| Jan 14, 2026 | SPGI | Buy | $15,001 - | — |
| Jan 14, 2026 | SPGI | Buy | $15,001 - $50,000 | — |
| Jan 14, 2026 | AWK | Sell (Partial)Oversight | $50,001 - $100,000 | — |
| Jan 14, 2026 | PAYX | Sell (Partial) | $15,001 - $50,000 | — |
| Jan 14, 2026 | AWK | Sell (Partial)Oversight | $50,001 - | — |
| Dec 12, 2025 | NFLX | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Dec 12, 2025 | FERG | Buy | $15,001 - $50,000 | — |
| Dec 12, 2025 | FERG | Buy | $15,001 - | — |
| Oct 10, 2025 | CHD | Sell (Partial) | $15,001 - $50,000 | — |
| Sep 12, 2025 | ACN | Sell (Partial) | $1,001 - $15,000 | +9.2% |
| Aug 19, 2025 | ATO | BuyOversight | $15,001 - $50,000 | — |
| Aug 19, 2025 | ACN | Sell (Partial) | $1,001 - $15,000 | +1.8% |
| Jul 10, 2025 | SCHW | Buy | $15,001 - $50,000 | — |
| Jun 20, 2025 | INTU | Buy | $1,001 - $15,000 | -55.1% |
| May 16, 2025 | TMO | Sell (Partial)Oversight | $15,001 - $50,000 | — |
| May 16, 2025 | NFLX | BuyOversight | $15,001 - $50,000 | — |
| Apr 11, 2025 | TMO | Sell (Partial)Oversight | $15,001 - $50,000 | — |
| Jan 17, 2025 | AZO | Buy | $15,001 - $50,000 | -0.4% |
| Dec 12, 2024 | ROL | Buy | $15,001 - $50,000 | -22.2% |
| Sep 12, 2024 | SCHW | Sell (Partial) | $15,001 - $50,000 | — |
| Aug 14, 2024 | DE | Sell (Partial) | $1,001 - $15,000 | — |
| Jul 16, 2024 | JNJ | Sell (Partial)Oversight | $15,001 - $50,000 | — |
| Jul 16, 2024 | AZO | Buy | $15,001 - $50,000 | +7.7% |
| Jun 13, 2024 | JNJ | Sell (Partial)Oversight | $15,001 - $50,000 | — |
| May 20, 2024 | SBUX | Sell (Partial) | $15,001 - $50,000 | — |
| May 20, 2024 | CTAS | Buy | $1,001 - $15,000 | — |
| Apr 9, 2024 | AMP | Buy | $50,001 - $100,000 | — |
| Jan 17, 2024 | BLK | Sell (Partial) | $50,001 - $100,000 | — |
| Dec 21, 2023 | NEE | Sell (Partial)Oversight | $15,001 - $50,000 | — |
| Dec 21, 2023 | ALB | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 14, 2023 | SCHW | Buy | $50,001 - $100,000 | — |