Price return of the portfolio reconstructed from this member's disclosed trades over each trailing
window, versus the S&P 500 (SPY), as of 2026-07-10. Trade sizes are disclosed only as
ranges, so every figure is an estimate.
Window
Portfolio
SPY
vs SPY
1 week
-0.4%
+1.4%
-1.7%
1 month
+7.1%
+4.1%
+3.1%
1 quarter
+11.3%
+11.1%
+0.2%
Year to date
+12.5%
+11.0%
+1.5%
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued
at the latest close (2026-07-10). Sizes come from disclosed amount ranges, so share counts,
values, and weights are all estimates.
Estimated from the ranges in the member's annual financial disclosures: the band runs from the
sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less
liability minimums. Only electronically filed reports are read — a missing year means no
electronic filing, not zero net worth.
