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House · MI
| Ticker | Est. Basis | Allocation | Return Since Buy |
|---|---|---|---|
| MSTR | $32.50K | 100.0% | -26.2% |
Estimated from disclosed trades only. Cost basis uses midpoint of reported ranges.sale_full closes the position entirely.
Data sourced from STOCK Act periodic transaction reports. Return % is stock price change from trade date to today — not a cost-basis return.
| $1,001 - $15,000 |
| +132.9% |
| Apr 2, 2024 | GOOG | Sell (Partial) | $1,001 - $15,000 | +128.5% |
| Apr 2, 2024 | AMZN | Sell (Partial) | $1,001 - $15,000 | +34.3% |
| Apr 2, 2024 | AAPL | Sell (Partial) | $15,001 - $50,000 | +82.8% |
| Apr 2, 2024 | AAPL | Sell (Partial) | $15,001 - | +82.8% |
| Apr 2, 2024 | BRK.B | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 2, 2024 | MSFT | Sell (Partial) | $1,001 - $15,000 | -7.3% |
| Jan 25, 2024 | GOOG | Sell (Partial) | $1,001 - $15,000 | +131.8% |
| Jan 25, 2024 | AMZN | Sell (Partial) | $1,001 - $15,000 | +53.8% |
| Jan 25, 2024 | AAPL | Sell (Partial) | $15,001 - $50,000 | +58.9% |
| Jan 25, 2024 | AAPL | Sell (Partial) | $15,001 - | +58.9% |
| Jan 25, 2024 | BRK.B | Sell (Partial) | $1,001 - $15,000 | — |
| Jan 25, 2024 | MSFT | Sell (Partial) | $1,001 - $15,000 | -3.6% |
| Jan 25, 2024 | GOOGL | Sell (Partial) | $1,001 - $15,000 | +137.0% |