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Trade price comparisons through .
Buy performance through .
Amount-weighted buy-and-hold return of 22 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.
| $16.00K |
11.9% |
| — |
| ABBV | $8.00K | 5.9% | +62.1% |
| AMGN | $8.00K | 5.9% | +61.1% |
| DUK | $8.00K | 5.9% | — |
| JNJ | $8.00K | 5.9% | — |
| AEP | $8.00K | 5.9% | — |
| ARLP | $7.50K | 5.6% | +33.4% |
Estimated from disclosed trades only. Cost basis uses midpoint of reported ranges.sale_full closes the position entirely.
| $1,001 - $15,000 |
| +4.0% |
| Feb 13, 2026 | ARLP | Buy | $1,001 - $15,000 | +1.2% |
| Jan 12, 2026 | HTGC | Sell (Partial) | $50,001 - $100,000 | -12.1% |
| Jan 12, 2026 | HTGC | Sell (Partial) | $50,001 - | -12.1% |
| Jan 12, 2026 | PSA | Sell (Partial) | $1,001 - $15,000 | +11.0% |
| Dec 30, 2025 | EFC | Buy | $1,001 - $15,000 | -14.7% |
| Nov 19, 2025 | HTGC | Buy | $1,001 - $15,000 | -5.8% |
| Nov 17, 2025 | ARLP | Buy | $1,001 - $15,000 | +7.8% |
| Nov 14, 2025 | ARLP | Buy | $1,001 - $15,000 | +4.6% |
| Sep 25, 2025 | HTGC | Sell (Partial) | $15,001 - $50,000 | -14.1% |
| Sep 25, 2025 | ARLP | Sell (Partial) | $1,001 - $15,000 | +8.5% |
| Aug 19, 2025 | HTGC | Buy | $1,001 - $15,000 | -14.4% |
| Aug 14, 2025 | ARLP | Buy | $1,001 - $15,000 | +2.6% |
| Jun 30, 2025 | EFC | Buy | $1,001 - $15,000 | -9.7% |
| Jun 24, 2025 | ET | Sell (Partial) | $15,001 - $50,000 | +26.6% |
| Jun 24, 2025 | BMY | Sell (Partial) | $1,001 - $15,000 | +30.7% |
| May 20, 2025 | HTGC | Buy | $1,001 - $15,000 | -8.1% |
| May 15, 2025 | ARLP | Buy | $1,001 - $15,000 | -1.8% |
| Mar 31, 2025 | EFC | Buy | $1,001 - $15,000 | -11.5% |
| Mar 7, 2025 | PBA | Sell (Partial) | $50,001 - $100,000 | +33.0% |
| Mar 7, 2025 | FLNG | Sell (Partial) | $15,001 - $50,000 | +30.8% |
| Mar 7, 2025 | ET | Sell (Partial) | $50,001 - $100,000 | +30.8% |
| Mar 7, 2025 | ARLP | Sell (Partial) | $15,001 - $50,000 | +5.3% |
| Mar 5, 2025 | HTGC | Buy | $1,001 - $15,000 | -14.0% |
| Feb 19, 2025 | ET | Buy | $1,001 - $15,000 | +13.5% |
| Feb 14, 2025 | ARLP | Buy | $1,001 - $15,000 | -2.3% |
| Dec 6, 2024 | PSA | Buy | $1,001 - $15,000 | -7.2% |
| Dec 6, 2024 | ABBV | Buy | $1,001 - $15,000 | +62.1% |
| Dec 6, 2024 | ARLP | Sell (Partial) | $15,001 - $50,000 | -1.2% |
| Dec 6, 2024 | AMGN | Buy | $1,001 - $15,000 | +61.1% |
| Dec 6, 2024 | ASC | Sell (Partial) | $15,001 - $50,000 | — |
| Dec 6, 2024 | DUK | Buy | $1,001 - $15,000 | — |
| Dec 6, 2024 | ET | Sell (Partial) | $15,001 - $50,000 | +20.5% |
| Dec 6, 2024 | FLNG | Sell (Partial) | $15,001 - $50,000 | +30.3% |
| Dec 6, 2024 | JNJ | Buy | $1,001 - $15,000 | — |
| Dec 6, 2024 | PBA | Sell (Partial) | $50,001 - $100,000 | +27.6% |
| Dec 6, 2024 | VIASP | Sell (Partial) | $50,001 - $100,000 | — |
| Dec 6, 2024 | AEP | Buy | $1,001 - $15,000 | — |
| Nov 20, 2024 | HTGC | Buy | $1,001 - $15,000 | -12.8% |
| Nov 19, 2024 | ET | Buy | $1,001 - $15,000 | +29.2% |
| Nov 14, 2024 | ARLP | Buy | $1,001 - $15,000 | -3.4% |
| Oct 23, 2024 | HTGC | Buy | $15,001 - $50,000 | -17.4% |
| Sep 30, 2024 | EFC | Buy | $1,001 - $15,000 | -9.0% |
| Aug 20, 2024 | HTGC | Buy | $1,001 - $15,000 | -10.2% |
| Aug 19, 2024 | ET | Buy | $1,001 - $15,000 | +45.0% |
| Aug 14, 2024 | ARLP | Buy | $1,001 - $15,000 | +12.7% |
| Jul 11, 2024 | ASC | Buy | $1,001 - $15,000 | — |
| Jul 9, 2024 | ASC | Buy | $1,001 - $15,000 | — |
| Jul 8, 2024 | ASC | Buy | $1,001 - $15,000 | — |
| May 21, 2024 | HTGC | Buy | $1,001 - $15,000 | -16.4% |
| May 20, 2024 | ET | Buy | $1,001 - $15,000 | +49.5% |
| May 15, 2024 | ARLP | Buy | $1,001 - $15,000 | +14.6% |
| May 2, 2024 | ET | Buy | $1,001 - $15,000 | +55.9% |
| May 1, 2024 | ET | Buy | $1,001 - $15,000 | +58.9% |
| Apr 30, 2024 | ET | Buy | $1,001 - $15,000 | +56.4% |
| Apr 16, 2024 | HTGC | Buy | $1,001 - $15,000 | -8.8% |
| Apr 9, 2024 | ASC | Buy | $1,001 - $15,000 | — |
| Mar 7, 2024 | HTGC | Buy | $1,001 - $15,000 | -9.6% |
| Mar 6, 2024 | ASC | Buy | $1,001 - $15,000 | — |
| Mar 4, 2024 | ASC | Buy | $1,001 - $15,000 | — |
| Feb 26, 2024 | ARLP | Buy | $1,001 - $15,000 | +38.3% |
| Feb 26, 2024 | FLNG | Buy | $1,001 - $15,000 | +14.9% |
| Feb 23, 2024 | ASC | Buy | $1,001 - $15,000 | — |
| Feb 23, 2024 | FLNG | Buy | $1,001 - $15,000 | +12.9% |
| Feb 23, 2024 | ARLP | Buy | $1,001 - $15,000 | +37.6% |
| Feb 21, 2024 | ET | Buy | $1,001 - $15,000 | +65.6% |
| Feb 15, 2024 | ASC | Buy | $1,001 - $15,000 | — |
| Feb 15, 2024 | ARLP | Buy | $1,001 - $15,000 | +33.4% |
| Feb 9, 2024 | FLNG | Buy | $1,001 - $15,000 | +10.3% |
| Feb 7, 2024 | FLNG | Buy | $1,001 - $15,000 | +6.5% |
| Feb 5, 2024 | ASC | Buy | $1,001 - $15,000 | — |
| Feb 2, 2024 | FLNG | Buy | $1,001 - $15,000 | -0.8% |
| Feb 1, 2024 | HTGC | Buy | $1,001 - $15,000 | -4.5% |
| Jan 18, 2024 | ET | Buy | $1,001 - $15,000 | +83.3% |
| Jan 17, 2024 | CRT | Sell (Partial) | $15,001 - $50,000 | — |
| Jan 17, 2024 | SCHX | Buy | $1,001 - $15,000 | — |
| Jan 17, 2024 | ET | Buy | $1,001 - $15,000 | +82.7% |
| Jan 16, 2024 | ET | Buy | $15,001 - $50,000 | +80.9% |
| Jan 16, 2024 | HTGC | Buy | $15,001 - $50,000 | -3.2% |
| Jan 16, 2024 | MO | Sell (Partial) | $1,001 - $15,000 | — |
| Jan 11, 2024 | MO | Buy | $1,001 - $15,000 | — |
| Jan 10, 2024 | MO | Sell (Partial) | $15,001 - $50,000 | — |
| Jan 8, 2024 | SCHX | Buy | $1,001 - $15,000 | — |
| Dec 8, 2023 | CRT | Buy | $1,001 - $15,000 | — |
| Dec 4, 2023 | FLNG | Buy | $1,001 - $15,000 | -1.4% |