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Trade price comparisons through .
Buy performance through .
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 the latest available close — not a cost-basis return.
| $8.00K |
5.5% |
| — |
| TDG | $8.00K | 5.5% | — |
| GOOGL | $8.00K | 5.5% | — |
| ACN | $8.00K | 5.5% | -38.9% |
| QCOM | $8.00K | 5.5% | — |
| FI | $8.00K | 5.5% | — |
| CSGP | $8.00K | 5.5% | -62.9% |
| KLAC | $8.00K | 5.5% | +111.7% |
| PEP | $8.00K | 5.5% | -8.9% |
| ARMK | $8.00K | 5.5% | +46.7% |
Estimated from disclosed trades only. Cost basis uses midpoint of reported ranges.sale_full closes the position entirely.
| $1,001 - $15,000 |
| -38.9% |
| Feb 5, 2025 | PEP | Buy | $1,001 - $15,000 | -8.9% |
| Feb 5, 2025 | MSFT | Buy | $1,001 - $15,000 | +28.5% |
| Feb 5, 2025 | ARMK | Buy | $1,001 - $15,000 | +46.7% |
| Jan 24, 2025 | LRCX | Sell (Partial) | $1,001 - $15,000 | +218.5% |
| Jan 24, 2025 | KLAC | Buy | $1,001 - $15,000 | +111.7% |
| Jan 21, 2025 | CSGP | BuyOversight | $1,001 - $15,000 | -62.9% |
| Jan 7, 2025 | FI | Buy | $1,001 - $15,000 | — |
| Jan 7, 2025 | ABNB | Sell (Partial) | $1,001 - $15,000 | +26.5% |
| Jan 7, 2025 | AMZN | Buy | $1,001 - $15,000 | — |
| Oct 31, 2024 | GOOGL | Buy | $1,001 - $15,000 | — |
| Oct 31, 2024 | AMZN | Buy | $1,001 - $15,000 | — |
| Oct 31, 2024 | MSFT | Buy | $1,001 - $15,000 | +30.7% |
| Oct 31, 2024 | QCOM | Buy | $1,001 - $15,000 | — |
| Oct 31, 2024 | AMTM | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 11, 2024 | CAT | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Sep 11, 2024 | NXPI | Sell (Partial) | $1,001 - $15,000 | — |
| May 17, 2024 | J | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| May 17, 2024 | CVS | Sell (Partial) | $1,001 - $15,000 | — |
| May 17, 2024 | AZO | Sell (Partial) | $1,001 - $15,000 | — |
| May 17, 2024 | AMZN | Buy | $15,001 - $50,000 | — |
| May 17, 2024 | GOOGL | Sell (Partial) | $1,001 - $15,000 | — |
| May 17, 2024 | ABNB | Sell (Partial) | $1,001 - $15,000 | +14.0% |
| May 17, 2024 | MSFT | Sell (Partial) | $1,001 - $15,000 | +26.4% |
| May 17, 2024 | ACN | Sell (Partial)Oversight | $1,001 - $15,000 | -19.8% |
| May 17, 2024 | LOW | Sell (Partial) | $1,001 - $15,000 | — |
| Feb 28, 2024 | URI | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Feb 28, 2024 | TDG | BuyOversight | $1,001 - $15,000 | — |
| Feb 28, 2024 | BA | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Jan 24, 2024 | PANW | Buy | $1,001 - $15,000 | — |