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| Total Cost | Market Value | Profit/Loss | Gain/Loss % | Days Passed | ROI% | APR% |
|---|---|---|---|---|---|---|
| $754,557.00 | $811,353.00 | $56,796.00 | 7.53% | 189 | 7.53% | 14.54% |
| Date | Symbol | Purchae Price | Prev Close or Sold Price |
Fair Value | Profit/Loss ($) | Profit/Loss (%) | Notes |
|---|---|---|---|---|---|---|---|
| 12/08/2025 | VTOL | $36.63 | $37.11 | $81.78 | +$48.00 | 1.31% | Strong Buy |
| 12/04/2025 | DOX | $76.20 | $79.35 | $142.10 | +$315.00 | 4.13% | Strong Buy - - |
| 12/1/2025 | MCY | $93.12 | $93.51 | $101.13 | +$39.00 | 0.42% | Buy |
| 11/28/2025 | MITK | $8.88 | $10.06 | $20.97 | +$118.00 | 13.29% | Strong Buy |
| 11/26/2025 | ATGE | $90.83 | $92.88 | $121.20 | +$205.00 | 2.26% | Strong Buy |
| 11/3/2025 | SON | $39.97 | $42.46 | $79.22 | +$249.00 | 6.23% | Strong Buy |
| 10/30/2025 | FISV | $65.14 | $68.75 | $165.16 | +$361.00 | 5.54% | Strong Buy |
| 10/29/2025 | CAKE | $50.42 | $49.86 | $60.66 | -$56.00 | -1.11% | Strong Buy |
| 10/17/2025 | CAL | $12.45 | $11.71 | $24.31 | -$74.00 | -5.94% | Sold 11/29/2025. Debt level raise so much |
| 10/17/2025 | NUS | $10.63 | $10.61 | $20.88 | -$2.00 | -0.19% | Strong Buy |
| 10/17/2025 | SSTK | $25.20 | $18.78 | $82.50 | -$642.00 | -25.48% | Strong Buy |
| 10/17/2025 | ZD | $36.13 | $36.00 | $124.74 | -$13.00 | -0.36% | Strong Buy |
| 10/16/2025 | WBS | $56.10 | $63.96 | $71.14 | +$786.00 | 14.01% | Buy |
| 10/13/2025 | FG | $29.15 | $34.46 | $67.31 | +$531.00 | 18.22% | Strong Buy |
| 10/13/2025 | CBT | $69.57 | $68.34 | $90.16 | -$123.00 | -1.77% | Strong Buy |
| 10/13/2025 | PG | $147.96 | $142.84 | $128.79 | -$512.00 | -3.46% | Hold |
| 10/7/2025 | PCTY | $153.88 | $150.89 | $169.50 | -$299.00 | -1.94% | Buy |
| 10/7/2025 | MORN | $225.86 | $214.10 | $195.97 | -$1,176.00 | -5.21% | Hold |
| 10/3/2025 | ZM | $82.84 | $89.52 | $99.85 | +$668.00 | 8.06% | Buy |
| 10/3/2025 | DOCU | $68.10 | $71.11 | $81.68 | +$301.00 | 4.42% | Buy |
| 10/3/2025 | PYPL | $68.93 | $61.66 | $103.32 | -$727.00 | -10.55% | Strong Buy |
| 9/30/2025 | CART | $35.37 | $44.96 | $42.35 | +$959.00 | 27.11% | Hold |
| 9/26/2025 | TNET | $66.99 | $59.29 | $90.21 | -$770.00 | -11.49% | Strong Buy |
| 9/26/2025 | GIB | $87.02 | $90.76 | $143.01 | +$374.00 | 4.30% | Strong Buy |
| 9/26/2025 | DEO | $93.81 | $89.09 | $140.21 | -$472.00 | -5.03% | Strong Buy |
| 9/22/2025 | CL | $80.03 | $78.34 | $67.78 | -$169.00 | -2.11% | Hold |
| 9/22/2025 | PPC | $40.71 | $39.97 | $64.54 | -$74.00 | -1.82% | Strong Buy |
| 9/19/2025 | INGR | $124.11 | $112.42 | $157.08 | -$1,169.00 | -9.42% | Strong Buy |
| 9/17/2025 | NOV | $12.93 | $16.39 | $14.14 | +$346.00 | 26.76% | Hold |
| 9/17/2025 | FISV | $134.76 | $68.75 | $165.16 | -$6,601.00 | -48.98% | Strong Buy |
| 9/17/2025 | ARW | $119.39 | $113.59 | $156.02 | -$580.00 | -4.86% | Strong Buy |
| 9/16/2025 | CPRX | $19.99 | $23.62 | $47.00 | +$363.00 | 18.16% | Strong Buy |
| 9/15/2025 | ZTS | $148.00 | $118.66 | $141.24 | -$2,934.00 | -19.82% | Buy |
| 9/5/2025 | FIG | $53.23 | $36.07 | $4.41 | -$1,716.00 | -32.24% | Strong Sell |
| 9/3/2025 | GPK | $20.65 | $15.58 | $24.57 | -$507.00 | -24.55% | Strong Buy |
| 8/29/2025 | HRI | $132.01 | $154.49 | $102.60 | +$2,248.00 | 17.03% | Strong Sell |
| 8/26/2025 | BHF | $46.76 | $65.40 | $247.70 | +$1,864.00 | 39.86% | Strong Buy |
| 8/11/2025 | TWLO | $92.64 | $129.69 | $98.63 | +$3,705.00 | 39.99% | Sold 11/29/2025 |
| 8/6/2025 | PFE | $23.98 | $25.85 | $50.19 | +$187.00 | 7.80% | Strong Buy |
| 8/6/2025 | NVO | $45.20 | $50.18 | $487.45 | +$498.00 | 11.02% | Strong Buy |
| 8/6/2025 | LNTH | $50.99 | $66.62 | $83.10 | +$1,563.00 | 30.65% | Strong Buy |
| 8/6/2025 | KMPR | $48.78 | $41.26 | $54.86 | -$752.00 | -15.42% | Strong Buy |
| 7/29/2025 | NVO | $54.10 | $50.18 | $487.45 | -$392.00 | -7.25% | Strong Buy |
| 7/14/2025 | BG | $74.58 | $92.84 | $113.67 | +$1,826.00 | 24.48% | Strong Buy |
| 7/11/2025 | MET | $77.70 | $82.16 | $117.56 | +$446.00 | 5.74% | Strong Buy |
| 7/11/2025 | MAN | $44.09 | $29.36 | $44.43 | -$1,473.00 | -33.41% | Strong Buy |
| 7/11/2025 | LNC | $34.07 | $45.06 | $54.96 | +$1,099.00 | 32.26% | Strong Buy |
| 7/11/2025 | NWG | $13.27 | $16.50 | $21.02 | +$323.00 | 24.34% | Strong Buy |
| 7/9/2025 | DXC | $15.41 | $15.17 | $49.87 | -$24.00 | -1.56% | Strong Buy |
| 6/25/2025 | CIVI | $28.77 | $29.33 | $59.28 | +$56.00 | 1.95% | Strong Buy |
| 6/25/2025 | GIS | $55.00 | $46.69 | $62.21 | -$831.00 | -15.11% | Strong Buy |
| 6/25/2025 | BMRN | $55.00 | $53.31 | $74.29 | -$169.00 | -3.07% | Strong Buy |
| 6/23/2025 | GNTX | $21.40 | $28.47 | $0.00 | +$707.00 | 33.04% | Sold 9/15/2025 |
| 6/20/2025 | SNY | $47.50 | $48.68 | $69.46 | +$118.00 | 2.48% | Strong Buy |
| 6/18/2025 | WIX | $150.00 | $101.87 | $137.30 | -$4,813.00 | -32.09% | Strong Buy |
| 6/18/2025 | CRI | $32.50 | $32.45 | $41.53 | -$5.00 | -0.15% | Strong Buy |
| 6/18/2025 | MHK | $100.00 | $112.49 | $163.92 | +$1,249.00 | 12.49% | Strong Buy |
| 6/17/2025 | FSLR | $146.30 | $254.80 | $316.31 | +$10,850.00 | 74.16% | Strong Buy |
| 6/16/2025 | WU | $8.61 | $9.81 | $13.42 | +$120.00 | 13.94% | Strong Buy |
| 6/11/2025 | OXM | $45.85 | $34.84 | $34.29 | -$1,101.00 | -24.01% | Hold |
| 6/10/2025 | SJM | $95.31 | $101.57 | $116.34 | +$626.00 | 6.57% | Buy |
| 6/9/2025 | OMC | $71.43 | $80.25 | $95.35 | +$882.00 | 12.35% | Buy |
| 6/8/2025 | MRK | $78.97 | $100.30 | $145.03 | +$2,133.00 | 27.01% | Strong Buy |
| 6/8/2025 | TGT | $97.32 | $97.09 | $115.04 | -$23.00 | -0.24% | Buy |
| 6/8/2025 | BBY | $73.02 | $73.46 | $97.04 | +$44.00 | 0.60% | Strong Buy |
| 6/8/2025 | DELL | $113.75 | $164.52 | $178.07 | +$5,077.00 | 44.63% | Sold 10/08/2025 |
| 6/8/2025 | DBX | $29.47 | $28.32 | $64.93 | -$115.00 | -3.90% | Strong Buy |
| 6/8/2025 | CNC | $55.16 | $40.85 | $32.87 | -$1,431.00 | -25.94% | Hold |
| 6/8/2025 | CF | $92.14 | $79.19 | $132.89 | -$1,295.00 | -14.05% | Strong Buy |
| 6/8/2025 | BIIB | $133.13 | $174.10 | $284.42 | +$4,097.00 | 30.77% | Strong Buy |
| 6/8/2025 | ANF | $82.93 | $112.09 | $139.73 | +$2,916.00 | 35.16% | Strong Buy |
| 6/8/2025 | CROX | $101.46 | $89.91 | $207.37 | -$1,155.00 | -11.38% | Strong Buy |
| 6/8/2025 | REGN | $499.22 | $780.19 | $671.77 | +$28,097.00 | 56.28% | Sold 11/29/2025 |
| 6/8/2025 | BDX | $173.45 | $200.89 | $243.82 | +$2,744.00 | 15.82% | Strong Buy |
| 6/8/2025 | BMY | $48.02 | $52.41 | $103.51 | +$439.00 | 9.14% | Strong Buy |
| 6/8/2025 | COP | $87.22 | $95.54 | $81.08 | +$832.00 | 9.54% | Hold |
| 6/8/2025 | QCOM | $149.24 | $178.29 | $224.54 | +$2,905.00 | 19.47% | Strong Buy |
| 6/8/2025 | ADBE | $417.00 | $356.43 | $556.55 | -$6,057.00 | -14.53% | Strong Buy |
| 6/8/2025 | PEP | $131.00 | $150.65 | $136.48 | +$1,965.00 | 15.00% | Hold |
| 6/8/2025 | NVDA | $141.00 | $175.02 | $179.81 | +$3,402.00 | 24.13% | Buy |
| 6/8/2025 | GOOG | $175.00 | $251.42 | $230.66 | +$7,642.00 | 43.67% | Sold 9/16/2025 |
| 6/8/2025 | CLX | $127.29 | $104.01 | $111.60 | -$2,328.00 | -18.29% | Buy |
| 6/8/2025 | LULU | $265.27 | $204.97 | $254.59 | -$6,030.00 | -22.73% | Strong Buy |
| 6/8/2025 | UNH | $303.00 | $378.00 | $261.48 | +$7,500.00 | 24.75% | Sold 10/28/2025 |
| 6/8/2025 | DOCU | $75.28 | $71.11 | $81.68 | -$417.00 | -5.54% | Buy |
