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| Total Cost | Market Value | Profit/Loss | Gain/Loss % | Days Passed | ROI% | APR% |
|---|---|---|---|---|---|---|
| $754,557.00 | $803,451.40 | $48,894.40 | 6.48% | 185 | 6.48% | 12.78% |
| Date | Symbol | Purchae Price | Prev Close or Sold Price |
Fair Value | Profit/Loss ($) | Profit/Loss (%) | Notes |
|---|---|---|---|---|---|---|---|
| 12/08/2025 | VTOL | $36.63 | $36.39 | $81.78 | -$24.00 | -0.66% | Strong Buy |
| 12/04/2025 | DOX | $76.20 | $78.35 | $142.10 | +$214.50 | 2.81% | Strong Buy - - |
| 12/1/2025 | MCY | $93.12 | $90.32 | $101.13 | -$280.00 | -3.01% | Buy |
| 11/28/2025 | MITK | $8.88 | $9.23 | $20.97 | +$35.00 | 3.94% | Strong Buy |
| 11/26/2025 | ATGE | $90.83 | $93.02 | $121.20 | +$219.00 | 2.41% | Strong Buy |
| 11/3/2025 | SON | $39.97 | $41.93 | $79.22 | +$196.00 | 4.90% | Strong Buy |
| 10/30/2025 | FISV | $65.14 | $66.57 | $165.16 | +$143.00 | 2.20% | Strong Buy |
| 10/29/2025 | CAKE | $50.42 | $48.90 | $60.66 | -$152.50 | -3.02% | 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 | $10.35 | $20.88 | -$28.00 | -2.63% | Strong Buy |
| 10/17/2025 | SSTK | $25.20 | $19.17 | $82.50 | -$603.00 | -23.93% | Strong Buy |
| 10/17/2025 | ZD | $36.13 | $36.19 | $124.74 | +$6.00 | 0.17% | Strong Buy |
| 10/16/2025 | WBS | $56.10 | $63.99 | $71.14 | +$789.00 | 14.06% | Buy |
| 10/13/2025 | FG | $29.15 | $33.96 | $67.31 | +$481.00 | 16.50% | Strong Buy |
| 10/13/2025 | CBT | $69.57 | $68.54 | $90.16 | -$103.00 | -1.48% | Strong Buy |
| 10/13/2025 | PG | $147.96 | $139.82 | $128.79 | -$814.00 | -5.50% | Hold |
| 10/7/2025 | PCTY | $153.88 | $145.23 | $169.50 | -$865.00 | -5.62% | Buy |
| 10/7/2025 | MORN | $225.86 | $216.42 | $195.97 | -$944.00 | -4.18% | Hold |
| 10/3/2025 | ZM | $82.84 | $88.05 | $99.52 | +$521.00 | 6.29% | Buy |
| 10/3/2025 | DOCU | $68.10 | $68.81 | $81.68 | +$71.00 | 1.04% | Buy |
| 10/3/2025 | PYPL | $68.93 | $61.16 | $103.32 | -$777.00 | -11.27% | Strong Buy |
| 9/30/2025 | CART | $35.37 | $43.49 | $41.33 | +$812.00 | 22.96% | Hold |
| 9/26/2025 | TNET | $66.99 | $56.26 | $90.21 | -$1,073.00 | -16.02% | Strong Buy |
| 9/26/2025 | GIB | $87.02 | $90.13 | $143.01 | +$311.00 | 3.57% | Strong Buy |
| 9/26/2025 | DEO | $93.81 | $86.06 | $140.21 | -$775.00 | -8.26% | Strong Buy |
| 9/22/2025 | CL | $80.03 | $77.76 | $67.78 | -$227.00 | -2.84% | Hold |
| 9/22/2025 | PPC | $40.71 | $38.41 | $64.54 | -$230.00 | -5.65% | Strong Buy |
| 9/19/2025 | INGR | $124.11 | $108.34 | $157.08 | -$1,576.60 | -12.70% | Strong Buy |
| 9/17/2025 | NOV | $12.93 | $16.55 | $14.14 | +$361.50 | 27.96% | Hold |
| 9/17/2025 | FISV | $134.76 | $66.57 | $165.16 | -$6,819.00 | -50.60% | Strong Buy |
| 9/17/2025 | ARW | $119.39 | $116.33 | $155.14 | -$306.00 | -2.56% | Strong Buy |
| 9/16/2025 | CPRX | $19.99 | $22.80 | $47.00 | +$281.00 | 14.06% | Strong Buy |
| 9/15/2025 | ZTS | $148.00 | $118.07 | $141.24 | -$2,993.00 | -20.22% | Buy |
| 9/5/2025 | FIG | $53.23 | $39.26 | $0.00 | -$1,397.00 | -26.24% | |
| 9/3/2025 | GPK | $20.65 | $14.88 | $24.57 | -$577.00 | -27.94% | Strong Buy |
| 8/29/2025 | HRI | $132.01 | $150.51 | $102.60 | +$1,850.00 | 14.01% | Strong Sell |
| 8/26/2025 | BHF | $46.76 | $65.50 | $247.70 | +$1,874.00 | 40.08% | Strong Buy |
| 8/11/2025 | TWLO | $92.64 | $129.69 | $98.22 | +$3,705.00 | 39.99% | Sold 11/29/2025 |
| 8/6/2025 | PFE | $23.98 | $25.78 | $50.19 | +$180.00 | 7.51% | Strong Buy |
| 8/6/2025 | NVO | $45.20 | $49.05 | $487.45 | +$385.00 | 8.52% | Strong Buy |
| 8/6/2025 | LNTH | $50.99 | $60.82 | $84.57 | +$983.00 | 19.28% | Strong Buy |
| 8/6/2025 | KMPR | $48.78 | $40.33 | $54.86 | -$845.00 | -17.32% | Strong Buy |
| 7/29/2025 | NVO | $54.10 | $49.05 | $487.45 | -$505.00 | -9.33% | Strong Buy |
| 7/14/2025 | BG | $74.58 | $91.50 | $113.67 | +$1,692.00 | 22.69% | Strong Buy |
| 7/11/2025 | MET | $77.70 | $79.82 | $116.81 | +$211.50 | 2.72% | Strong Buy |
| 7/11/2025 | MAN | $44.09 | $28.41 | $44.17 | -$1,568.00 | -35.56% | Strong Buy |
| 7/11/2025 | LNC | $34.07 | $45.02 | $54.96 | +$1,095.00 | 32.14% | Strong Buy |
| 7/11/2025 | NWG | $13.27 | $16.63 | $21.02 | +$336.00 | 25.32% | Strong Buy |
| 7/9/2025 | DXC | $15.41 | $15.12 | $49.87 | -$29.00 | -1.88% | Strong Buy |
| 6/25/2025 | CIVI | $28.77 | $30.35 | $59.28 | +$158.00 | 5.49% | Strong Buy |
| 6/25/2025 | GIS | $55.00 | $45.71 | $62.21 | -$929.00 | -16.89% | Strong Buy |
| 6/25/2025 | BMRN | $55.00 | $53.70 | $74.29 | -$130.00 | -2.36% | Strong Buy |
| 6/23/2025 | GNTX | $21.40 | $28.47 | $30.39 | +$707.00 | 33.04% | Sold 9/15/2025 |
| 6/20/2025 | SNY | $47.50 | $48.26 | $69.46 | +$76.00 | 1.60% | Strong Buy |
| 6/18/2025 | WIX | $150.00 | $105.15 | $137.30 | -$4,485.00 | -29.90% | Strong Buy |
| 6/18/2025 | CRI | $32.50 | $33.35 | $41.53 | +$85.00 | 2.62% | Strong Buy |
| 6/18/2025 | MHK | $100.00 | $111.65 | $163.92 | +$1,165.00 | 11.65% | Strong Buy |
| 6/17/2025 | FSLR | $146.30 | $262.23 | $314.82 | +$11,593.00 | 79.24% | Strong Buy |
| 6/16/2025 | WU | $8.61 | $9.46 | $13.42 | +$85.00 | 9.87% | Strong Buy |
| 6/11/2025 | OXM | $45.85 | $40.45 | $45.79 | -$540.00 | -11.78% | Buy |
| 6/10/2025 | SJM | $95.31 | $99.68 | $116.33 | +$437.00 | 4.59% | Buy |
| 6/9/2025 | OMC | $71.43 | $77.42 | $95.35 | +$599.00 | 8.39% | Strong Buy |
| 6/8/2025 | MRK | $78.97 | $97.62 | $145.03 | +$1,865.00 | 23.62% | Strong Buy |
| 6/8/2025 | TGT | $97.32 | $94.62 | $115.04 | -$270.00 | -2.77% | Strong Buy |
| 6/8/2025 | BBY | $73.02 | $74.12 | $97.04 | +$110.00 | 1.51% | 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 | $27.20 | $64.93 | -$227.00 | -7.70% | Strong Buy |
| 6/8/2025 | CNC | $55.16 | $38.67 | $32.90 | -$1,649.00 | -29.89% | Hold |
| 6/8/2025 | CF | $92.14 | $76.09 | $132.89 | -$1,605.00 | -17.42% | Strong Buy |
| 6/8/2025 | BIIB | $133.13 | $177.55 | $284.42 | +$4,442.00 | 33.37% | Strong Buy |
| 6/8/2025 | ANF | $82.93 | $107.06 | $139.73 | +$2,413.00 | 29.10% | Strong Buy |
| 6/8/2025 | CROX | $101.46 | $87.16 | $207.37 | -$1,430.00 | -14.09% | 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 | $198.40 | $243.82 | +$2,495.00 | 14.38% | Strong Buy |
| 6/8/2025 | BMY | $48.02 | $51.21 | $103.51 | +$319.00 | 6.64% | Strong Buy |
| 6/8/2025 | COP | $87.22 | $96.80 | $81.08 | +$958.00 | 10.98% | Hold |
| 6/8/2025 | QCOM | $149.24 | $182.21 | $224.54 | +$3,297.00 | 22.09% | Strong Buy |
| 6/8/2025 | ADBE | $417.00 | $343.13 | $556.55 | -$7,387.00 | -17.71% | Strong Buy |
| 6/8/2025 | PEP | $131.00 | $149.70 | $136.48 | +$1,870.00 | 14.27% | Hold |
| 6/8/2025 | NVDA | $141.00 | $183.78 | $179.81 | +$4,278.00 | 30.34% | Hold |
| 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 | $102.52 | $111.60 | -$2,477.00 | -19.46% | Buy |
| 6/8/2025 | LULU | $265.27 | $187.62 | $254.59 | -$7,765.00 | -29.27% | Strong Buy |
| 6/8/2025 | UNH | $303.00 | $378.00 | $260.32 | +$7,500.00 | 24.75% | Sold 10/28/2025 |
| 6/8/2025 | DOCU | $75.28 | $68.81 | $81.68 | -$647.00 | -8.59% | Buy |
