Virginia FoxxR
House · NC-5 · Filing since Mar 1, 2022
House Committee on Oversight and Government ReformHouse Committee on Education and WorkforceHouse Committee on Rules
Disclosed trades
201
Disclosed volume
$1.4M
range midpoints
Return on matched positions
+16.9%
S&P 500, same days
+42.0%
Excess vs S&P 500
-25.1%
Median holding
655.5d
Closed positions
52.2%36W / 33L
Bought and sold. Realized: $11K
Still held
66.2%43W / 22L
Open at the latest close. Unrealized: $218K
Matched positions
Buys matched to sells, oldest first| Ticker | Opened | Closed | Size | Return | S&P 500, same days | Excess | Held |
|---|---|---|---|---|---|---|---|
| ARLP | Nov 15, 2023 | Jun 18, 2026 | $7K | +5.8% | +66.1% | -60.3% | 946d |
| ARLP | Feb 15, 2024 | Jun 18, 2026 | $8K | +20.0% | +48.8% | -28.8% | 854d |
| ARLP | Feb 23, 2024 | Jun 18, 2026 | $8K | +23.8% | +47.0% | -23.3% | 846d |
| ARLP | Feb 26, 2024 | Jun 18, 2026 | $4K | +24.4% | +47.6% | -23.1% | 843d |
| ARLP | May 15, 2026 | Open | $8K | +2.9% | +3.2% | -0.3% | 126d |
| ARLP | Feb 13, 2026 | Open | $8K | +0.1% | +11.9% | -11.7% | 217d |
| HTGC | Mar 4, 2022 | Jan 12, 2026 | $2K | +4.4% | +60.9% | -56.4% | 1410d |
| HTGC | Mar 7, 2022 | Jan 12, 2026 | $33K | +7.5% | +65.7% | -58.2% | 1407d |
| HTGC | Mar 8, 2022 | Jan 12, 2026 | $8K | +9.8% | +67.0% | -57.2% | 1406d |
| HTGC | Sep 21, 2023 | Jan 12, 2026 | $8K | +15.0% | +61.1% | -46.2% | 844d |
| HTGC | Oct 3, 2023 | Jan 12, 2026 | $8K | +18.5% | +64.9% | -46.4% | 832d |
| HTGC | Oct 20, 2023 | Jan 12, 2026 | $8K | +19.2% | +65.0% | -45.8% | 815d |
| HTGC | Oct 23, 2023 | Jan 12, 2026 | $718 | +22.6% | +65.3% | -42.7% | 812d |
| PSA | Dec 6, 2024 | Jan 12, 2026 | $8K | -16.4% | +14.4% | -30.8% | 402d |
| EFC | Dec 30, 2025 | Open | $8K | -8.2% | +11.0% | -19.2% | 262d |
| HTGC | Nov 19, 2025 | Open | $8K | +1.3% | +15.1% | -13.8% | 303d |
| ARLP | Nov 17, 2025 | Open | $8K | +6.6% | +14.6% | -8.0% | 305d |
| ARLP | Nov 14, 2025 | Open | $8K | +3.5% | +13.5% | -10.0% | 308d |
| HTGC | Mar 4, 2022 | Sep 25, 2025 | $30K | +6.8% | +52.3% | -45.4% | 1301d |
| ARLP | Aug 16, 2023 | Sep 25, 2025 | $6K | +20.6% | +49.7% | -29.1% | 771d |
| ARLP | Nov 15, 2023 | Sep 25, 2025 | $635 | +8.4% | +46.3% | -37.9% | 680d |
| HTGC | Aug 19, 2025 | Open | $8K | -7.9% | +19.2% | -27.1% | 395d |
| ARLP | Aug 14, 2025 | Open | $8K | +1.5% | +18.2% | -16.7% | 400d |
| EFC | Jun 30, 2025 | Open | $8K | -2.8% | +23.4% | -26.3% | 445d |
| ET | May 20, 2024 | Jun 24, 2025 | $1K | +9.7% | +14.5% | -4.8% | 400d |
| ET | Aug 19, 2024 | Jun 24, 2025 | $8K | +8.5% | +8.4% | +0.1% | 309d |
| ET | Nov 19, 2024 | Jun 24, 2025 | $8K | -1.5% | +2.8% | -4.3% | 217d |
| ET | Feb 19, 2025 | Jun 24, 2025 | $8K | -12.1% | -1.0% | -11.1% | 125d |
| BMY | Dec 6, 2024 | Jun 24, 2025 | $8K | -20.8% | -0.2% | -20.6% | 200d |
| HTGC | May 20, 2025 | Open | $8K | -1.2% | +28.6% | -29.9% | 486d |
| ARLP | May 15, 2025 | Open | $8K | -2.9% | +29.2% | -32.0% | 491d |
| EFC | Mar 31, 2025 | Open | $8K | -4.8% | +36.3% | -41.2% | 536d |
| ARLP | May 8, 2023 | Mar 7, 2025 | $7K | +29.9% | +39.5% | -9.6% | 669d |
| ARLP | May 10, 2023 | Mar 7, 2025 | $8K | +32.7% | +39.5% | -6.8% | 667d |
| ARLP | May 16, 2023 | Mar 7, 2025 | $8K | +33.4% | +40.4% | -7.0% | 661d |
| ARLP | Aug 16, 2023 | Mar 7, 2025 | $2K | +24.3% | +31.0% | -6.7% | 569d |
| FLNG | Dec 4, 2023 | Mar 7, 2025 | $3K | -24.6% | +26.1% | -50.7% | 459d |
| FLNG | Feb 2, 2024 | Mar 7, 2025 | $8K | -24.2% | +16.5% | -40.7% | 399d |
| FLNG | Feb 7, 2024 | Mar 7, 2025 | $8K | -18.6% | +15.6% | -34.2% | 394d |
| FLNG | Feb 9, 2024 | Mar 7, 2025 | $8K | -15.6% | +14.9% | -30.5% | 392d |
| FLNG | Feb 23, 2024 | Mar 7, 2025 | $8K | -13.7% | +13.4% | -27.1% | 378d |
| FLNG | Feb 26, 2024 | Mar 7, 2025 | $5K | -12.1% | +13.8% | -26.0% | 375d |
| ET | Jan 16, 2024 | Mar 7, 2025 | $9K | +25.6% | +21.3% | +4.3% | 416d |
| ET | Jan 17, 2024 | Mar 7, 2025 | $8K | +26.8% | +21.9% | +4.9% | 415d |
| ET | Jan 18, 2024 | Mar 7, 2025 | $8K | +27.3% | +20.9% | +6.4% | 414d |
| ET | Feb 21, 2024 | Mar 7, 2025 | $8K | +17.6% | +15.8% | +1.7% | 380d |
| ET | Apr 30, 2024 | Mar 7, 2025 | $8K | +11.0% | +14.7% | -3.7% | 311d |
| ET | May 1, 2024 | Mar 7, 2025 | $8K | +12.8% | +15.1% | -2.3% | 310d |
| ET | May 2, 2024 | Mar 7, 2025 | $8K | +10.6% | +14.0% | -3.4% | 309d |
| ET | May 20, 2024 | Mar 7, 2025 | $7K | +8.2% | +8.7% | -0.4% | 291d |
| HTGC | Mar 5, 2025 | Open | $8K | -7.6% | +30.8% | -38.4% | 562d |
| ARLP | Feb 14, 2025 | Open | $8K | -3.4% | +25.1% | -28.5% | 581d |
| ARLP | Dec 9, 2022 | Dec 6, 2024 | $8K | +24.5% | +54.5% | -30.0% | 728d |
| ARLP | Feb 15, 2023 | Dec 6, 2024 | $8K | +22.9% | +46.8% | -23.9% | 660d |
| ARLP | Mar 10, 2023 | Dec 6, 2024 | $8K | +37.6% | +57.5% | -19.9% | 637d |
| ARLP | May 8, 2023 | Dec 6, 2024 | $1K | +38.5% | +47.3% | -8.7% | 578d |
| FLNG | Jan 4, 2023 | Dec 6, 2024 | $8K | -27.3% | +58.4% | -85.6% | 702d |
| FLNG | Feb 15, 2023 | Dec 6, 2024 | $8K | -36.6% | +46.8% | -83.4% | 660d |
| FLNG | May 16, 2023 | Dec 6, 2024 | $8K | -28.1% | +48.2% | -76.2% | 570d |
| FLNG | Oct 2, 2023 | Dec 6, 2024 | $8K | -24.9% | +42.2% | -67.1% | 431d |
| FLNG | Nov 28, 2023 | Dec 6, 2024 | $8K | -25.0% | +33.6% | -58.6% | 374d |
| FLNG | Dec 4, 2023 | Dec 6, 2024 | $5K | -24.3% | +33.1% | -57.4% | 368d |
| ET | Jan 16, 2024 | Dec 6, 2024 | $23K | +38.6% | +28.0% | +10.6% | 325d |
| ASC | Feb 5, 2024 | Dec 6, 2024 | $8K | -30.4% | +23.4% | -53.8% | 305d |
| ASC | Feb 15, 2024 | Dec 6, 2024 | $8K | -30.3% | +21.1% | -51.4% | 295d |
| ASC | Feb 23, 2024 | Dec 6, 2024 | $8K | -28.7% | +19.7% | -48.4% | 287d |
| ASC | Feb 27, 2024 | Dec 6, 2024 | $8K | -29.8% | +19.9% | -49.7% | 283d |
| ASC | Mar 4, 2024 | Dec 6, 2024 | $8K | -27.2% | +18.6% | -45.9% | 277d |
| ASC | Mar 6, 2024 | Dec 6, 2024 | $6K | -28.6% | +19.2% | -47.8% | 275d |
| ABBV | Dec 6, 2024 | Open | $8K | +49.3% | +25.5% | +23.8% | 651d |
| AEP | Dec 6, 2024 | Open | $8K | +25.8% | +25.5% | +0.4% | 651d |
| AMGN | Dec 6, 2024 | Open | $8K | +37.8% | +25.5% | +12.3% | 651d |
| DUK | Dec 6, 2024 | Open | $8K | +5.1% | +25.5% | -20.4% | 651d |
| JNJ | Dec 6, 2024 | Open | $8K | +79.0% | +25.5% | +53.5% | 651d |
| HTGC | Nov 20, 2024 | Open | $8K | -6.3% | +29.1% | -35.4% | 667d |
| ARLP | Nov 14, 2024 | Open | $8K | -4.5% | +28.5% | -33.0% | 673d |
| HTGC | Oct 23, 2024 | Open | $33K | -11.2% | +31.9% | -43.1% | 695d |
| EFC | Sep 30, 2024 | Open | $8K | -2.1% | +32.9% | -35.0% | 718d |
| HTGC | Aug 20, 2024 | Open | $8K | -3.4% | +36.5% | -39.9% | 759d |
| ARLP | Aug 14, 2024 | Open | $8K | +11.4% | +40.2% | -28.8% | 765d |
| ASC | Jul 11, 2024 | Open | $8K | -6.0% | +37.0% | -43.1% | 799d |
| ASC | Jul 9, 2024 | Open | $8K | -6.3% | +37.2% | -43.5% | 801d |
| ASC | Jul 8, 2024 | Open | $8K | -8.1% | +37.3% | -45.4% | 802d |
| HTGC | May 21, 2024 | Open | $8K | -10.2% | +43.5% | -53.7% | 850d |
| ARLP | May 15, 2024 | Open | $8K | +13.3% | +43.9% | -30.6% | 856d |
| HTGC | Apr 16, 2024 | Open | $8K | -1.9% | +51.5% | -53.4% | 885d |
| ASC | Apr 9, 2024 | Open | $8K | +19.1% | +46.8% | -27.7% | 892d |
| HTGC | Mar 7, 2024 | Open | $8K | -2.8% | +48.1% | -50.9% | 925d |
| ASC | Mar 6, 2024 | Open | $2K | +18.2% | +49.6% | -31.4% | 926d |
| ARLP | Feb 26, 2024 | Open | $4K | +36.8% | +50.7% | -13.9% | 935d |
| FLNG | Feb 26, 2024 | Open | $3K | +30.2% | +50.7% | -20.5% | 935d |
| HTGC | Feb 1, 2024 | Open | $8K | +2.6% | +55.9% | -53.3% | 960d |
| CRT | May 1, 2023 | Jan 17, 2024 | $8K | -10.7% | +13.7% | -24.4% | 261d |
| CRT | May 17, 2023 | Jan 17, 2024 | $8K | -12.9% | +13.7% | -26.6% | 245d |
| CRT | Sep 19, 2023 | Jan 17, 2024 | $8K | -17.7% | +6.7% | -24.4% | 120d |
| CRT | Oct 2, 2023 | Jan 17, 2024 | $8K | -9.5% | +10.5% | -20.0% | 107d |
| CRT | Nov 28, 2023 | Jan 17, 2024 | $5K | -14.2% | +3.8% | -18.0% | 50d |
| SCHX | Jan 17, 2024 | Open | $8K | +60.1% | +61.5% | -1.4% | 975d |
| HTGC | Jan 16, 2024 | Open | $33K | +4.1% | +60.6% | -56.5% | 976d |
| MO | Dec 6, 2022 | Jan 16, 2024 | $9K | -11.3% | +20.6% | -31.9% | 406d |
Latest filings
All 201 →| Asset | Type | Owner | Traded | Filed | Amount | Filing |
|---|---|---|---|---|---|---|
—Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable Preferred Stock (EFC$D) | Buy | Self | Jun 30, 2026 | Jul 10, 2026 | $1,001 - $15,000 | PDF ↗ |
ARLPAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Partial sale | Self | Jun 18, 2026 | Jul 10, 2026 | $15,001 - $50,000 | PDF ↗ |
—Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable Preferred Stock (EFC$D) | Partial sale | Self | Jun 18, 2026 | Jul 10, 2026 | $15,001 - $50,000 | PDF ↗ |
ARLPAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Buy | Self | May 15, 2026 | Jun 2, 2026 | $1,001 - $15,000 | PDF ↗ |
ARLPAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Buy | Self | Feb 13, 2026 | Mar 2, 2026 | $1,001 - $15,000 | PDF ↗ |
PSAPublic Storage Common Stock | Sell | Self | Jan 12, 2026 | Feb 6, 2026 | $1,001 - $15,000 | PDF ↗ |
HTGCHercules Capital, Inc. Common Stock | Sell | Self | Jan 12, 2026 | Feb 6, 2026 | $50,001 - $100,000 | PDF ↗ |
EFCEllington Financial Inc. Common Stock | Buy | Self | Dec 30, 2025 | Jan 5, 2026 | $1,001 - $15,000 | PDF ↗ |
HTGCHercules Capital, Inc. Common Stock | Buy | Self | Nov 19, 2025 | Dec 1, 2025 | $1,001 - $15,000 | PDF ↗ |
ARLPAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Buy | Self | Nov 17, 2025 | Dec 1, 2025 | $1,001 - $15,000 | PDF ↗ |
ARLPAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Buy | Self | Nov 14, 2025 | Dec 1, 2025 | $1,001 - $15,000 | PDF ↗ |
—Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable Preferred Stock (EFC$D) | Buy | Self | Sep 30, 2025 | Oct 6, 2025 | $1,001 - $15,000 | PDF ↗ |
HTGCHercules Capital, Inc. Common Stock | Partial sale | Self | Sep 25, 2025 | Oct 6, 2025 | $15,001 - $50,000 | PDF ↗ |
ARLPAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Partial sale | Self | Sep 25, 2025 | Oct 6, 2025 | $1,001 - $15,000 | PDF ↗ |
HTGCHercules Capital, Inc. Common Stock | Buy | Self | Aug 19, 2025 | Sep 8, 2025 | $1,001 - $15,000 | PDF ↗ |
ARLPAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Buy | Self | Aug 14, 2025 | Sep 8, 2025 | $1,001 - $15,000 | PDF ↗ |
EFCEllington Financial Inc. Common Stock | Buy | Self | Jun 30, 2025 | Jul 3, 2025 | $1,001 - $15,000 | PDF ↗ |
BMYBristol-Myers Squibb Company Common Stock | Sell | Self | Jun 24, 2025 | Jul 3, 2025 | $1,001 - $15,000 | PDF ↗ |
ETEnergy Transfer LP Common Units | Partial sale | Self | Jun 24, 2025 | Jul 3, 2025 | $15,001 - $50,000 | PDF ↗ |
HTGCHercules Capital, Inc. Common Stock | Buy | Self | May 20, 2025 | Jun 3, 2025 | $1,001 - $15,000 | PDF ↗ |
ARLPAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Buy | Self | May 15, 2025 | Jun 3, 2025 | $1,001 - $15,000 | PDF ↗ |
EFCEllington Financial Inc. Common Stock | Buy | Self | Mar 31, 2025 | Apr 4, 2025 | $1,001 - $15,000 | PDF ↗ |
ARLPAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Partial sale | Self | Mar 7, 2025 | Apr 4, 2025 | $15,001 - $50,000 | PDF ↗ |
PBAPembina Pipeline Corp. Ordinary Shares | Sell | Self | Mar 7, 2025 | Apr 4, 2025 | $50,001 - $100,000 | PDF ↗ |
FLNGFLEX LNG Ltd. Ordinary Shares | Sell | Self | Mar 7, 2025 | Apr 4, 2025 | $15,001 - $50,000 | PDF ↗ |
ETEnergy Transfer LP Common Units | Partial sale | Self | Mar 7, 2025 | Apr 4, 2025 | $50,001 - $100,000 | PDF ↗ |
HTGCHercules Capital, Inc. Common Stock | Buy | Self | Mar 5, 2025 | Apr 4, 2025 | $1,001 - $15,000 | PDF ↗ |
ETEnergy Transfer LP Common Units | Buy | Self | Feb 19, 2025 | Mar 3, 2025 | $1,001 - $15,000 | PDF ↗ |
ARLPAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Buy | Self | Feb 14, 2025 | Mar 3, 2025 | $1,001 - $15,000 | PDF ↗ |
—Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable Preferred Stock (EFC$D) | Buy | Self | Dec 30, 2024 | Jan 6, 2025 | $1,001 - $15,000 | PDF ↗ |
ARLPAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Partial sale | Self | Dec 6, 2024 | Jan 6, 2025 | $15,001 - $50,000 | PDF ↗ |
AEPAmerican Electric Power Company, Inc. | Buy | Self | Dec 6, 2024 | Jan 6, 2025 | $1,001 - $15,000 | PDF ↗ |
VIASPVia Renewables, Inc. - 8.75% Series A Fixed-to-Floating Rate Cumulative Redeemable Perpetual Preferred Stock | Sell | Self | Dec 6, 2024 | Jan 6, 2025 | $50,001 - $100,000 | PDF ↗ |
ABBVAbbVie Inc. Common Stock | Buy | Self | Dec 6, 2024 | Jan 6, 2025 | $1,001 - $15,000 | PDF ↗ |
PSAPublic Storage Common Stock | Buy | Self | Dec 6, 2024 | Jan 6, 2025 | $1,001 - $15,000 | PDF ↗ |
PBAPembina Pipeline Corp. Ordinary Shares | Partial sale | Self | Dec 6, 2024 | Jan 6, 2025 | $50,001 - $100,000 | PDF ↗ |
JNJJohnson & Johnson Common Stock | Buy | Self | Dec 6, 2024 | Jan 6, 2025 | $1,001 - $15,000 | PDF ↗ |
ETEnergy Transfer LP Common Units | Partial sale | Self | Dec 6, 2024 | Jan 6, 2025 | $15,001 - $50,000 | PDF ↗ |
DUKDuke Energy Corporation | Buy | Self | Dec 6, 2024 | Jan 6, 2025 | $1,001 - $15,000 | PDF ↗ |
BMYBristol-Myers Squibb Company Common Stock | Buy | Self | Dec 6, 2024 | Jan 6, 2025 | $1,001 - $15,000 | PDF ↗ |
—AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A) | Sell | Self | Dec 6, 2024 | Jan 6, 2025 | $50,001 - $100,000 | PDF ↗ |
ASCArdmore Shipping Corporation Common Stock | Partial sale | Self | Dec 6, 2024 | Jan 6, 2025 | $15,001 - $50,000 | PDF ↗ |
AMGNAmgen Inc. | Buy | Self | Dec 6, 2024 | Jan 6, 2025 | $1,001 - $15,000 | PDF ↗ |
FLNGFLEX LNG Ltd. Ordinary Shares | Partial sale | Self | Dec 6, 2024 | Jan 6, 2025 | $15,001 - $50,000 | PDF ↗ |
HTGCHercules Capital, Inc. Common Stock | Buy | Joint | Nov 20, 2024 | Dec 11, 2024 | $1,001 - $15,000 | PDF ↗ |
ETEnergy Transfer LP Common Units | Buy | Joint | Nov 19, 2024 | Dec 11, 2024 | $1,001 - $15,000 | PDF ↗ |
ARLPAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Buy | Joint | Nov 14, 2024 | Dec 11, 2024 | $1,001 - $15,000 | PDF ↗ |
—AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A) | Buy | Joint | Nov 1, 2024 | Dec 11, 2024 | $1,001 - $15,000 | PDF ↗ |
HTGCHercules Capital, Inc. Common Stock | Buy | Joint | Oct 23, 2024 | Nov 12, 2024 | $15,001 - $50,000 | PDF ↗ |
EFCEllington Financial Inc. Common Stock | Buy | Self | Sep 30, 2024 | Oct 21, 2024 | $1,001 - $15,000 | PDF ↗ |
HTGCHercules Capital, Inc. Common Stock | Buy | Self | Aug 20, 2024 | Sep 4, 2024 | $1,001 - $15,000 | PDF ↗ |
ETEnergy Transfer LP Common Units | Buy | Self | Aug 19, 2024 | Sep 4, 2024 | $1,001 - $15,000 | PDF ↗ |
ARLPAlliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests | Buy | Self | Aug 14, 2024 | Sep 4, 2024 | $1,001 - $15,000 | PDF ↗ |
—AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A) | Buy | Self | Aug 1, 2024 | Sep 4, 2024 | $1,001 - $15,000 | PDF ↗ |
ASCArdmore Shipping Corporation Common Stock | Buy | Self | Jul 11, 2024 | Aug 6, 2024 | $1,001 - $15,000 | PDF ↗ |
ASCArdmore Shipping Corporation Common Stock | Buy | Self | Jul 9, 2024 | Aug 6, 2024 | $1,001 - $15,000 | PDF ↗ |
ASCArdmore Shipping Corporation Common Stock | Buy | Self | Jul 8, 2024 | Aug 6, 2024 | $1,001 - $15,000 | PDF ↗ |
—Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable Preferred Stock (EFC$D) | Buy | Self | Jul 1, 2024 | Aug 6, 2024 | $1,001 - $15,000 | PDF ↗ |
HTGCHercules Capital, Inc. Common Stock | Buy | Self | May 21, 2024 | Jun 6, 2024 | $1,001 - $15,000 | PDF ↗ |
ETEnergy Transfer LP Common Units | Buy | Self | May 20, 2024 | Jun 6, 2024 | $1,001 - $15,000 | PDF ↗ |
How these returns are calculated
- Filings disclose a dollar range, never a share count. Each trade is sized at the midpoint of its range and converted to shares at that day’s close.
- Buys are matched to sells oldest-first. A sell with no buy on file — the position was opened before this record starts — is left out instead of scored.
- The S&P 500 column is the index bought the day the position opened and sold the day it closed, so the comparison covers the days they were actually exposed.
- Win rate is shown separately for closed and open positions. Counting only closed sales flatters anyone still holding losers.
- Stocks only. An option’s payoff is not the underlying’s price move, so options, bonds and funds are listed but not scored.
- Prices were unavailable for some tickers (delisted or renamed), so they are excluded: 7/48
- Sales with no matching purchase on file: 20
- Public records shown for information only. Not investment advice.
- Last computed: Sep 18, 2026