Total Purchases (max)
$640K
Total Sales (max)
$0
Net Portfolio Value
$640K
15 active positions of 20 total · Using max values from amount ranges
| # | Ticker | Asset | Purchases | Sales | Net Value | Txns | % of Portfolio |
|---|---|---|---|---|---|---|---|
| 1 | — | $150K | — | $150K | 3 | 23.4% | |
| 2 | — | $100K | — | $100K | 2 | 15.6% | |
| 3 | — | $90K | — | $90K | 6 | 14.1% | |
| 4 | — | $60K | — | $60K | 4 | 9.4% | |
| 5 | — | $45K | — | $45K | 3 | 7.0% | |
| 6 | — | $30K | — | $30K | 2 | 4.7% | |
| 7 | — | $30K | — | $30K | 2 | 4.7% | |
| 8 | — | $30K | — | $30K | 2 | 4.7% | |
| 9 | — | $15K | — | $15K | 1 | 2.3% | |
| 10 | — | $15K | — | $15K | 1 | 2.3% | |
| 11 | — | $15K | — | $15K | 1 | 2.3% | |
| 12 | — | $15K | — | $15K | 1 | 2.3% | |
| 13 | GLAS | $15K | — | $15K | 1 | 2.3% | |
| 14 | — | $15K | — | $15K | 1 | 2.3% | |
| 15 | — | $15K | — | $15K | 1 | 2.3% | |
| 16 | — | $15K | $30K | -$15K | 3 | — | |
| 17 | — | — | $15K | -$15K | 1 | — | |
| 18 | JEPI | — | $15K | -$15K | 1 | — | |
| 19 | VO | — | $15K | -$15K | 1 | — | |
| 20 | VOO | — | $50K | -$50K | 1 | — |