All transactions2
Purchases0
Sales2
PerformanceAverage return based on each purchase date—
Latest filing09/14/26
2 records
DateAssetTypeReported valueAt tradeLatestReturnFiling
Jun 3, 2025AMERICAN FUNDS AMCAP FUND$AMCPXSale$500,001 - $1,000,000——UnavailableSep 14, 2026 ↗
Jun 3, 2025Alphabet Inc$GOOGLSale$250,001 - $500,000$165.40$353.78+113.89%Sep 14, 2026 ↗