Total Value
$748,549
Range: $598,839 - $898,259
Total Return
++12.50%
$74,855
YTD Return
++8.30%
Positions
5
Last updated: Aug 30, 2025
Portfolio Allocation
Current Positions (5)
| Stock | Shares | Value | Gain/Loss | % of Portfolio | Activity |
|---|---|---|---|---|---|
MSFT Microsoft Corporation | 1,162 - | $441,792 Cost: $NaN | +$44,179 ++11.11% | +59.02% | Total trades: Last: Jun 4, 2025 |
JPM JPMorgan Chase & Co. | 1,101 - | $174,949 Cost: $NaN | +$17,495 ++11.11% | +23.37% | Total trades: Last: Jun 19, 2025 |
META Meta Platforms Inc. | 194 - | $74,768 Cost: $NaN | +$7,477 ++11.11% | +9.99% | Total trades: Last: Jun 7, 2025 |
JNJ Johnson & Johnson | 200 - | $32,480 Cost: $NaN | +$3,248 ++11.11% | +4.34% | Total trades: Last: Aug 5, 2025 |
TSLA Tesla Inc. | 100 - | $24,560 Cost: $NaN | +$2,456 ++11.11% | +3.28% | Total trades: Last: Jul 7, 2025 |
Recent Trades
| Date | Stock | Type | Amount | Disclosed | Filing |
|---|---|---|---|---|---|
| Aug 29, 2025 | GOOGL | SELL | $50,001 - $100,000 | Sep 6, 2025 | View |
| Aug 23, 2025 | NVDA | BUY | $250,001 - $500,000 | Sep 2, 2025 | View |
| Aug 23, 2025 | AMZN | SELL | $250,001 - $500,000 | Sep 15, 2025 | View |
| Aug 18, 2025 | NVDA | SELL | $50,001 - $100,000 | Sep 8, 2025 | View |
| Aug 16, 2025 | MSFT | BUY | $250,001 - $500,000 | Sep 1, 2025 | View |
| Aug 7, 2025 | TSLA | SELL | $1,001 - $15,000 | Aug 11, 2025 | View |
| Aug 5, 2025 | JNJ | BUY | $15,001 - $50,000 | Aug 10, 2025 | View |
| Jul 26, 2025 | NVDA | SELL | $1,001 - $15,000 | Aug 18, 2025 | View |
| Jul 22, 2025 | MSFT | BUY | $50,001 - $100,000 | Jul 25, 2025 | View |
| Jul 19, 2025 | AAPL | SELL | $50,001 - $100,000 | Jul 27, 2025 | View |
| Jul 19, 2025 | V | SELL | $250,001 - $500,000 | Jul 31, 2025 | View |
| Jul 16, 2025 | NVDA | BUY | $50,001 - $100,000 | Jul 17, 2025 | View |
| Jul 10, 2025 | AMZN | SELL | $50,001 - $100,000 | Jul 31, 2025 | View |
| Jul 9, 2025 | AMZN | SELL | $1,001 - $15,000 | Jul 10, 2025 | View |
| Jul 7, 2025 | TSLA | BUY | $15,001 - $50,000 | Jul 11, 2025 | View |
| Jun 30, 2025 | AAPL | SELL | $15,001 - $50,000 | Jul 16, 2025 | View |
| Jun 19, 2025 | JPM | BUY | $100,001 - $250,000 | Jun 24, 2025 | View |
| Jun 7, 2025 | META | BUY | $50,001 - $100,000 | Jun 9, 2025 | View |
| Jun 4, 2025 | MSFT | SELL | $1,001 - $15,000 | Jun 23, 2025 | View |
| Jun 3, 2025 | NVDA | SELL | $250,001 - $500,000 | Jun 4, 2025 | View |