Total Value
$680,871
Range: $544,697 - $817,045
Total Return
++12.50%
$68,087
YTD Return
++8.30%
Positions
4
Last updated: Aug 30, 2025
Portfolio Allocation
Current Positions (4)
| Stock | Shares | Value | Gain/Loss | % of Portfolio | Activity |
|---|---|---|---|---|---|
META Meta Platforms Inc. | 1,447 - | $557,674 Cost: $NaN | +$55,767 ++11.11% | +81.91% | Total trades: Last: Jun 12, 2025 |
GOOGL Alphabet Inc. | 582 - | $82,935 Cost: $NaN | +$8,294 ++11.11% | +12.18% | Total trades: Last: Jun 5, 2025 |
MSFT Microsoft Corporation | 85 - | $32,317 Cost: $NaN | +$3,232 ++11.11% | +4.75% | Total trades: Last: Aug 18, 2025 |
JPM JPMorgan Chase & Co. | 50 - | $7,945 Cost: $NaN | +$794 ++11.11% | +1.17% | Total trades: Last: Jul 8, 2025 |
Recent Trades
| Date | Stock | Type | Amount | Disclosed | Filing |
|---|---|---|---|---|---|
| Aug 26, 2025 | GOOGL | BUY | $1,001 - $15,000 | Sep 19, 2025 | View |
| Aug 26, 2025 | TSLA | BUY | $50,001 - $100,000 | Aug 26, 2025 | View |
| Aug 18, 2025 | MSFT | BUY | $15,001 - $50,000 | Sep 2, 2025 | View |
| Aug 16, 2025 | GOOGL | BUY | $50,001 - $100,000 | Sep 10, 2025 | View |
| Aug 14, 2025 | AMZN | BUY | $1,001 - $15,000 | Aug 23, 2025 | View |
| Aug 9, 2025 | META | BUY | $250,001 - $500,000 | Aug 14, 2025 | View |
| Jul 30, 2025 | AAPL | BUY | $50,001 - $100,000 | Aug 23, 2025 | View |
| Jul 26, 2025 | AAPL | SELL | $250,001 - $500,000 | Aug 20, 2025 | View |
| Jul 16, 2025 | JNJ | BUY | $15,001 - $50,000 | Aug 7, 2025 | View |
| Jul 16, 2025 | GOOGL | BUY | $15,001 - $50,000 | Aug 1, 2025 | View |
| Jul 12, 2025 | AAPL | BUY | $50,001 - $100,000 | Aug 1, 2025 | View |
| Jul 11, 2025 | TSLA | SELL | $250,001 - $500,000 | Jul 29, 2025 | View |
| Jul 10, 2025 | JNJ | BUY | $1,001 - $15,000 | Jul 31, 2025 | View |
| Jul 8, 2025 | AMZN | SELL | $1,001 - $15,000 | Jul 22, 2025 | View |
| Jul 8, 2025 | JPM | BUY | $1,001 - $15,000 | Aug 6, 2025 | View |
| Jul 4, 2025 | TSLA | SELL | $100,001 - $250,000 | Jul 23, 2025 | View |
| Jun 29, 2025 | META | BUY | $1,001 - $15,000 | Jul 19, 2025 | View |
| Jun 25, 2025 | JNJ | SELL | $50,001 - $100,000 | Jul 10, 2025 | View |
| Jun 17, 2025 | JNJ | SELL | $250,001 - $500,000 | Jul 11, 2025 | View |
| Jun 12, 2025 | META | BUY | $100,001 - $250,000 | Jul 11, 2025 | View |