Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Alphabet Inc. - Class A Common Stock
Jun 3, 2025
$1,000,001 - $5,000,000
After selling, 6 months−67.9 pointsstock +79.3%, S&P +11.4%
Sell
Alphabet Inc. - Class C Capital Stock
Jun 3, 2025
$250,001 - $500,000
After selling, 6 months−67.6 pointsstock +79.0%, S&P +11.4%
Sell
no ticker
AMERICAN FUNDS CAPITAL WORLD GROWTH & INCOME FD CL A M/F (Symbol: CWGIX)
Jun 3, 2025
$250,001 - $500,000
After sellingNot countednot a stock
Sell
no ticker
AMERICAN FUNDS EUPAC FUND CL A M/F (Symbol: AEPGX)
Jun 3, 2025
$250,001 - $500,000
After sellingNot countednot a stock
Sell
no ticker
AMERICAN FUNDS GROWTH FUND OF AMERICA FUND CL A M/F (Symbol: AGTHX)
Jun 3, 2025
$500,001 - $1,000,000
After sellingNot countednot a stock
Sell
no ticker
AMERICAN FUNDS INVESTMENT CO OF AMERICA FD CL A M/F (Symbol: AIVSX)
Jun 3, 2025
$250,001 - $500,000
After sellingNot countednot a stock
Sell
AMERICAN FUNDS SMALLCAP WORLD FUND CL A M/F
Jun 3, 2025
$500,001 - $1,000,000
After sellingNot countednot a stock
Sell
no ticker
AMERICAN FUNDS SMALLCAP WORLD FUND CL A M/F (Symbol: SMCWX)
Jun 3, 2025
$500,001 - $1,000,000
After sellingNot countednot a stock
Buy
no ticker
JPMORGAN U.S. GOVERNMENT MONEY MARKET FD CAPITAL CL M/M (Symbol: OGVXX)
Jun 3, 2025
$1,000,001 - $5,000,000
Not countednot a stock
Sell
Microsoft Corporation - Common Stock
Jun 3, 2025
$250,001 - $500,000
After selling, 6 months+16.1 pointsstock −4.7%, S&P +11.4%