Total Value
$374,365
Range: $299,492 - $449,238
Total Return
++12.50%
$37,436
YTD Return
++8.30%
Positions
3
Last updated: Aug 30, 2025
Portfolio Allocation
Current Positions (3)
| Stock | Shares | Value | Gain/Loss | % of Portfolio | Activity |
|---|---|---|---|---|---|
MSFT Microsoft Corporation | 526 - | $199,985 Cost: $NaN | +$19,999 ++11.11% | +53.42% | Total trades: Last: Jul 4, 2025 |
AAPL Apple Inc. | 579 - | $107,405 Cost: $NaN | +$10,740 ++11.11% | +28.69% | Total trades: Last: Jul 9, 2025 |
GOOGL Alphabet Inc. | 470 - | $66,975 Cost: $NaN | +$6,698 ++11.11% | +17.89% | Total trades: Last: Jun 27, 2025 |
Recent Trades
| Date | Stock | Type | Amount | Disclosed | Filing |
|---|---|---|---|---|---|
| Aug 22, 2025 | META | SELL | $250,001 - $500,000 | Sep 1, 2025 | View |
| Aug 21, 2025 | MSFT | BUY | $100,001 - $250,000 | Sep 11, 2025 | View |
| Aug 16, 2025 | AAPL | BUY | $15,001 - $50,000 | Aug 17, 2025 | View |
| Aug 5, 2025 | JNJ | BUY | $50,001 - $100,000 | Aug 5, 2025 | View |
| Jul 29, 2025 | GOOGL | SELL | $1,001 - $15,000 | Aug 7, 2025 | View |
| Jul 29, 2025 | MSFT | SELL | $100,001 - $250,000 | Aug 22, 2025 | View |
| Jul 23, 2025 | MSFT | BUY | $250,001 - $500,000 | Aug 15, 2025 | View |
| Jul 16, 2025 | JNJ | BUY | $50,001 - $100,000 | Jul 29, 2025 | View |
| Jul 11, 2025 | META | SELL | $50,001 - $100,000 | Aug 1, 2025 | View |
| Jul 9, 2025 | AAPL | BUY | $50,001 - $100,000 | Jul 24, 2025 | View |
| Jul 9, 2025 | TSLA | SELL | $250,001 - $500,000 | Aug 6, 2025 | View |
| Jul 4, 2025 | MSFT | SELL | $100,001 - $250,000 | Jul 4, 2025 | View |
| Jun 28, 2025 | JNJ | SELL | $100,001 - $250,000 | Jun 29, 2025 | View |
| Jun 27, 2025 | GOOGL | BUY | $50,001 - $100,000 | Jul 1, 2025 | View |
| Jun 21, 2025 | META | BUY | $1,001 - $15,000 | Jul 3, 2025 | View |
| Jun 1, 2025 | TSLA | SELL | $50,001 - $100,000 | Jun 10, 2025 | View |
| Jun 1, 2025 | NVDA | SELL | $250,001 - $500,000 | Jun 16, 2025 | View |