Total Purchases (max)
$2.3M
Total Sales (max)
$495K
Net Portfolio Value
$1.8M
7 active positions of 26 total · Using max values from amount ranges
| # | Ticker | Asset | Purchases | Sales | Net Value | Txns | % of Portfolio |
|---|---|---|---|---|---|---|---|
| 1 | — | $750K | $60K | $690K | 7 | 38.8% | |
| 2 | SQ | $500K | $45K | $455K | 5 | 25.6% | |
| 3 | ORCC | $315K | — | $315K | 4 | 17.7% | |
| 4 | DIS | $365K | $165K | $200K | 14 | 11.2% | |
| 5 | KKR | $100K | — | $100K | 2 | 5.6% | |
| 6 | — | $15K | — | $15K | 1 | 0.8% | |
| 7 | TWTR | $230K | $225K | $5K | 12 | 0.3% | |
| 8 | — | — | $15K | -$15K | 1 | — | |
| 9 | DOCU | — | $30K | -$30K | 2 | — | |
| 10 | CRM | — | $30K | -$30K | 2 | — | |
| 11 | UNH | $250K | $280K | -$30K | 4 | — | |
| 12 | LUV | — | $60K | -$60K | 4 | — | |
| 13 | DE | $500K | $590K | -$90K | 10 | — | |
| 14 | AMAT | $200K | $330K | -$130K | 7 | — | |
| 15 | VZ | $1.1M | $1.3M | -$200K | 19 | — | |
| 16 | CRWD | $845K | $1.1M | -$245K | 17 | — | |
| 17 | PYPL | $1.4M | $1.6M | -$270K | 17 | — | |
| 18 | CAT | $250K | $530K | -$280K | 5 | — | |
| 19 | AMZN | $30K | $315K | -$285K | 23 | — | |
| 20 | AAL | $850K | $1.3M | -$495K | 31 | — | |
| 21 | FDX | $1.8M | $2.3M | -$535K | 28 | — | |
| 22 | BA | $750K | $1.3M | -$545K | 22 | — | |
| 23 | FB | $800K | $1.6M | -$760K | 11 | — | |
| 24 | AAPL | $2.0M | $2.8M | -$780K | 22 | — | |
| 25 | CVX | $1.1M | $2.4M | -$1.3M | 31 | — | |
| 26 | MSFT | $2.0M | $3.7M | -$1.7M | 18 | — |