Total Value
$440,459
Range: $352,367 - $528,551
Total Return
++12.50%
$44,046
YTD Return
++8.30%
Positions
3
Last updated: Aug 30, 2025
Portfolio Allocation
Current Positions (3)
| Stock | Shares | Value | Gain/Loss | % of Portfolio | Activity |
|---|---|---|---|---|---|
V Visa Inc. | 1,348 - | $357,624 Cost: $NaN | +$35,762 ++11.11% | +81.19% | Total trades: Last: Aug 3, 2025 |
GOOGL Alphabet Inc. | 526 - | $74,955 Cost: $NaN | +$7,496 ++11.11% | +17.02% | Total trades: Last: Jun 11, 2025 |
NVDA NVIDIA Corporation | 15 - | $7,879 Cost: $NaN | +$788 ++11.11% | +1.79% | Total trades: Last: Aug 8, 2025 |
Recent Trades
| Date | Stock | Type | Amount | Disclosed | Filing |
|---|---|---|---|---|---|
| Aug 26, 2025 | V | BUY | $100,001 - $250,000 | Aug 28, 2025 | View |
| Aug 25, 2025 | META | SELL | $1,001 - $15,000 | Sep 18, 2025 | View |
| Aug 13, 2025 | MSFT | BUY | $1,001 - $15,000 | Sep 7, 2025 | View |
| Aug 9, 2025 | JPM | SELL | $250,001 - $500,000 | Aug 22, 2025 | View |
| Aug 8, 2025 | V | BUY | $1,001 - $15,000 | Aug 26, 2025 | View |
| Aug 8, 2025 | NVDA | BUY | $1,001 - $15,000 | Aug 18, 2025 | View |
| Aug 3, 2025 | V | BUY | $100,001 - $250,000 | Aug 8, 2025 | View |
| Aug 3, 2025 | JPM | BUY | $50,001 - $100,000 | Aug 27, 2025 | View |
| Jul 26, 2025 | AMZN | SELL | $15,001 - $50,000 | Jul 27, 2025 | View |
| Jul 18, 2025 | JPM | BUY | $15,001 - $50,000 | Jul 21, 2025 | View |
| Jul 12, 2025 | JNJ | SELL | $100,001 - $250,000 | Jul 18, 2025 | View |
| Jul 11, 2025 | AAPL | SELL | $50,001 - $100,000 | Aug 1, 2025 | View |
| Jul 2, 2025 | MSFT | SELL | $250,001 - $500,000 | Jul 30, 2025 | View |
| Jun 23, 2025 | JPM | SELL | $15,001 - $50,000 | Jul 4, 2025 | View |
| Jun 20, 2025 | JPM | BUY | $1,001 - $15,000 | Jul 2, 2025 | View |
| Jun 14, 2025 | JNJ | SELL | $1,001 - $15,000 | Jun 23, 2025 | View |
| Jun 12, 2025 | META | SELL | $1,001 - $15,000 | Jul 8, 2025 | View |
| Jun 11, 2025 | GOOGL | BUY | $50,001 - $100,000 | Jun 12, 2025 | View |