Total Purchases (max)
$750K
Total Sales (max)
$50K
Net Portfolio Value
$700K
17 active positions of 34 total · Using max values from amount ranges
| # | Ticker | Asset | Purchases | Sales | Net Value | Txns | % of Portfolio |
|---|---|---|---|---|---|---|---|
| 1 | VRSK | $100K | — | $100K | 2 | 14.3% | |
| 2 | CMCSK | $65K | — | $65K | 2 | 9.3% | |
| 3 | DLPH | $65K | — | $65K | 2 | 9.3% | |
| 4 | — | $65K | — | $65K | 2 | 9.3% | |
| 5 | BWA | $50K | — | $50K | 1 | 7.1% | |
| 6 | COO | $50K | — | $50K | 1 | 7.1% | |
| 7 | GOOG | $50K | — | $50K | 1 | 7.1% | |
| 8 | BAC | $50K | — | $50K | 1 | 7.1% | |
| 9 | — | $50K | — | $50K | 1 | 7.1% | |
| 10 | — | $50K | — | $50K | 1 | 7.1% | |
| 11 | INTU | $65K | $50K | $15K | 3 | 2.1% | |
| 12 | — | $15K | — | $15K | 1 | 2.1% | |
| 13 | — | $15K | — | $15K | 1 | 2.1% | |
| 14 | — | $15K | — | $15K | 1 | 2.1% | |
| 15 | — | $15K | — | $15K | 1 | 2.1% | |
| 16 | — | $15K | — | $15K | 1 | 2.1% | |
| 17 | IHS | $15K | — | $15K | 1 | 2.1% | |
| 18 | IACI | $50K | $50K | $0 | 2 | — | |
| 19 | SWAY | $15K | $15K | $0 | 2 | — | |
| 20 | NMFC | — | $15K | -$15K | 1 | — | |
| 21 | — | — | $15K | -$15K | 1 | — | |
| 22 | — | — | $15K | -$15K | 1 | — | |
| 23 | KMP | — | $15K | -$15K | 1 | — | |
| 24 | GOOGL | — | $15K | -$15K | 1 | — | |
| 25 | BCR | — | $30K | -$30K | 2 | — | |
| 26 | — | — | $30K | -$30K | 2 | — | |
| 27 | KSU | $15K | $65K | -$50K | 3 | — | |
| 28 | GBDC | — | $50K | -$50K | 1 | — | |
| 29 | EBAY | — | $50K | -$50K | 1 | — | |
| 30 | JPM | — | $50K | -$50K | 1 | — | |
| 31 | EEQ | — | $50K | -$50K | 1 | — | |
| 32 | — | — | $50K | -$50K | 1 | — | |
| 33 | BA | — | $65K | -$65K | 2 | — | |
| 34 | ESRX | — | $65K | -$65K | 2 | — |