Total Value
$449,756
Range: $359,805 - $539,707
Total Return
++12.50%
$44,976
YTD Return
++8.30%
Positions
2
Last updated: Aug 30, 2025
Portfolio Allocation
Current Positions (2)
| Stock | Shares | Value | Gain/Loss | % of Portfolio | Activity |
|---|---|---|---|---|---|
GOOGL Alphabet Inc. | 2,929 - | $417,383 Cost: $NaN | +$41,738 ++11.11% | +92.80% | Total trades: Last: Jul 12, 2025 |
META Meta Platforms Inc. | 84 - | $32,374 Cost: $NaN | +$3,237 ++11.11% | +7.20% | Total trades: Last: Jun 30, 2025 |
Recent Trades
| Date | Stock | Type | Amount | Disclosed | Filing |
|---|---|---|---|---|---|
| Aug 29, 2025 | JPM | SELL | $250,001 - $500,000 | Sep 8, 2025 | View |
| Aug 13, 2025 | JNJ | SELL | $1,001 - $15,000 | Sep 9, 2025 | View |
| Aug 10, 2025 | MSFT | SELL | $50,001 - $100,000 | Sep 3, 2025 | View |
| Aug 6, 2025 | MSFT | BUY | $15,001 - $50,000 | Sep 2, 2025 | View |
| Jul 27, 2025 | TSLA | SELL | $100,001 - $250,000 | Aug 12, 2025 | View |
| Jul 26, 2025 | TSLA | SELL | $100,001 - $250,000 | Aug 19, 2025 | View |
| Jul 24, 2025 | GOOGL | BUY | $250,001 - $500,000 | Aug 19, 2025 | View |
| Jul 23, 2025 | GOOGL | BUY | $15,001 - $50,000 | Aug 3, 2025 | View |
| Jul 22, 2025 | TSLA | SELL | $50,001 - $100,000 | Aug 3, 2025 | View |
| Jul 16, 2025 | GOOGL | SELL | $15,001 - $50,000 | Jul 24, 2025 | View |
| Jul 15, 2025 | V | BUY | $1,001 - $15,000 | Aug 13, 2025 | View |
| Jul 14, 2025 | GOOGL | BUY | $50,001 - $100,000 | Aug 4, 2025 | View |
| Jul 12, 2025 | GOOGL | SELL | $15,001 - $50,000 | Jul 13, 2025 | View |
| Jul 12, 2025 | JPM | BUY | $1,001 - $15,000 | Jul 29, 2025 | View |
| Jul 5, 2025 | JNJ | BUY | $1,001 - $15,000 | Aug 2, 2025 | View |
| Jun 30, 2025 | META | BUY | $15,001 - $50,000 | Jul 2, 2025 | View |
| Jun 29, 2025 | V | SELL | $1,001 - $15,000 | Jul 3, 2025 | View |
| Jun 13, 2025 | JPM | BUY | $250,001 - $500,000 | Jun 15, 2025 | View |
| Jun 10, 2025 | JPM | SELL | $50,001 - $100,000 | Jul 5, 2025 | View |
| Jun 8, 2025 | AAPL | SELL | $50,001 - $100,000 | Jun 24, 2025 | View |