Reported wealth, 2020 → 2025 · about the same as in 2020
$8M$4M$0
20202021202220232025
Estimated from the value ranges in their annual financial disclosures; the filings give ranges, not exact figures. Dotted where a year's filing couldn't be read.
Track record
Buys of one stock within six months count once, from the first buy. Each is measured over the next 120 trading days (about 6 months), beside the S&P 500 over the same days. A fact about the stocks, not money anyone made.
No buys old enough to measure yet.
183
Trades
0
Companies
$1.54M
Traded (est.)
Jul 9, 20251y ago
Last traded
Latest 10 of 183 trades
PrincipalGlobal Real Estate Securities Fund Institutional ClassPOSIX
Sold
$1K–$15K
Date unclearmade public Feb 19, 2025
—
Nuveen Limited Term Municipal Bond FundFLTRX
Sold
$1K–$15K
Traded Jan 8, 2025made public Feb 19, 2025 · 42 days later
Price unavailable for this span.
Putnam Small Cap Growth FundPSYGX
Bought
$1K–$15K
Traded Nov 27, 2024made public Feb 19, 2025 · 84 days later
Price unavailable for this span.
FT Cboe Vest U.S. Equity Deep Buffer ETFDOCT
Bought
$1K–$15K
Traded Nov 4, 2024made public Feb 19, 2025 · 107 days later
Price unavailable for this span.
FT Cboe Vest U.S. Equity Deep Buffer ETFDOCT
Bought
$1K–$15K
Traded Nov 4, 2024made public Feb 19, 2025 · 107 days later
Price unavailable for this span.
Eaton Vance Emerging Markets Local Income FundEEIIX
Sold
$1K–$15K
Traded Oct 15, 2024made public Feb 19, 2025 · 127 days later
Traded Oct 15, 2024 · made public Feb 19, 2025Stock since tradePrice unavailable for this span.
PrincipalGlobal Real Estate Securities Fund Institutional ClassPOSIX
Sold$1K–$15K
Traded Jul 9, 2024 · made public Feb 19, 2025Stock since tradePrice unavailable for this span.
Cohen & SteersGlobal Realty SharesCSSPX
Bought$1K–$15K
Traded Jul 8, 2024 · made public Feb 19, 2025Stock since tradePrice unavailable for this span.
Cohen & SteersGlobal Realty SharesCSSPX
Bought$1K–$15K
Traded Jul 5, 2024 · made public Feb 19, 2025Stock since tradePrice unavailable for this span.
Latest 10 of 183 trades ·Pro shows every trade, the money chart, net worth by year, holdings and committees ·Pro is $29 a month →
Amounts are the ranges members report, not exact figures. A trade is made public weeks after it happens. 1 paper filing by this member is a scanned image we can't machine-read and is not included.