All transactions30
Purchases12
Sales18
PerformanceAverage return based on each purchase date+6.94%
Latest filing10/05/26
30 records
DateAssetTypeReported valueAt tradeLatestReturnFiling
Sep 28, 2026Microsoft Corp$MSFTSale$1,001 - $15,000$509.22$543.45+6.72%Oct 5, 2026 ↗
Sep 3, 2026The Goldman Sachs Group Inc$GSPurchase$1,001 - $15,000$1,037.93$891.91-14.07%Oct 5, 2026 ↗
Sep 3, 2026Wells Fargo & Co$WFCSale$1,001 - $15,000$89.19$80.74-9.47%Oct 5, 2026 ↗
Aug 12, 2026The Allstate Corporation$ALLSale$1,001 - $15,000$254.78$236.40-7.21%Sep 3, 2026 ↗
Aug 12, 2026The Allstate Corporation$ALLSale$1,001 - $15,000$254.78$236.40-7.21%Sep 3, 2026 ↗
Aug 7, 2026Equinix Inc$EQIXPurchase$1,001 - $15,000$1,037.66$1,019.40-1.76%Sep 3, 2026 ↗
Aug 7, 2026Equinix Inc$EQIXPurchase$1,001 - $15,000$1,037.66$1,019.40-1.76%Sep 3, 2026 ↗
Aug 24, 2026Alphabet Inc$GOOGLSale$50,001 - $100,000$347.84$353.78+1.71%Aug 26, 2026 ↗
Aug 6, 2026Crown Castle International Corp$CCISale$1,001 - $15,000$73.85$79.56+7.73%Aug 10, 2026 ↗
Jul 1, 2026KLA Corp$KLACPurchase$1,001 - $15,000$265.89$184.00-30.80%Aug 10, 2026 ↗
Jul 1, 2026Eli Lilly and Co$LLYSale$1,001 - $15,000$1,190.03$1,166.51-1.98%Aug 10, 2026 ↗
Jun 25, 2026Microsoft Corp$MSFTSale$1,001 - $15,000$352.17$543.45+54.31%Aug 10, 2026 ↗
Jun 25, 2026Apple Inc$AAPLSale$1,001 - $15,000$274.91$341.27+24.14%Aug 10, 2026 ↗
Jun 25, 2026Micron Technology Inc$MUPurchase$1,001 - $15,000$1,213.37$953.19-21.44%Aug 10, 2026 ↗
Jun 25, 2026NVIDIA Corporation$NVDAPurchase$1,001 - $15,000$195.52$228.52+16.88%Aug 10, 2026 ↗
Jun 25, 2026Amazon.com Inc$AMZNSale$1,001 - $15,000$227.01$258.58+13.91%Aug 10, 2026 ↗
May 6, 2026Palantir Technologies Inc$PLTRSale$1,001 - $15,000$133.79$208.67+55.97%Aug 10, 2026 ↗
May 6, 2026Meta Platforms Inc$METAPurchase$1,001 - $15,000$611.83$762.50+24.63%Aug 10, 2026 ↗
Feb 20, 2026Microsoft Corp$MSFTSale$1,001 - $15,000$395.63$543.45+37.36%Aug 10, 2026 ↗
Feb 5, 2026Microsoft Corp$MSFTPurchase$1,001 - $15,000$391.19$543.45+38.92%Aug 10, 2026 ↗
Jan 9, 2026Palantir Technologies Inc$PLTRPurchase$1,001 - $15,000$177.49$208.67+17.57%Aug 10, 2026 ↗
Dec 3, 2025The Coca-Cola Co$KOPurchase$1,001 - $15,000$69.46$90.11+29.73%Aug 10, 2026 ↗
Dec 2, 2025Eli Lilly and Co$LLYSale$1,001 - $15,000$1,041.09$1,166.51+12.05%Aug 10, 2026 ↗
Oct 27, 2025Apple Inc$AAPLSale$1,001 - $15,000$267.82$341.27+27.43%Aug 10, 2026 ↗
Oct 6, 2025GE VERNOVA INC$GEVSale$1,001 - $15,000$601.85$1,004.04+66.83%Aug 10, 2026 ↗