house · trading 2015-04-28 → 2024-11-19
*Notional-weighted price return on disclosed buys from the last ~3 years, marked to the latest close — open positions, per-share (share counts aren't disclosed, so this is price performance, not realized $ P&L).
▮ buys · ▮ sells
| Date | Ticker | Type | Amount | Est. price | Latest close | Return |
|---|---|---|---|---|---|---|
| 2024-11-19 | HN | SELL | $50K–$100K | — | — | — exit |
| 2023-06-30 | XBI | SELL | $15K–$50K | $83.20 | $168.23 2026-08-27 | -102.2% exit |
| 2023-06-30 | GBDC | SELL | $1K–$15K | $13.50 | $13.07 2026-08-27 | +3.2% exit |
| 2023-06-30 | BLK | SELL | $15K–$50K | $691.14 | $1167.57 2026-08-27 | -68.9% exit |
| 2023-06-23 | TRP | SELL | $1K–$15K | $39.26 | $62.05 2026-08-27 | -58.0% exit |
| 2023-06-22 | C | SELL | $1K–$15K | $46.63 | $132.68 2026-08-27 | -184.5% exit |
| 2023-06-19 | IWF | SELL | $15K–$50K | $68.07 | $123.89 2026-08-27 | -82.0% exit |
| 2023-06-19 | GBDC | SELL | $15K–$50K | $13.41 | $13.07 2026-08-27 | +2.5% exit |
| 2023-06-19 | BA | SELL | $15K–$50K | $219.99 | $209.89 2026-08-27 | +4.6% exit |
| 2022-07-14 | GBDC | SELL | $15K–$50K | $13.49 | $13.07 2026-08-27 | -21.6% rt |
| 2022-07-12 | GBDC | SELL | $15K–$50K | $13.52 | $13.07 2026-08-27 | -22.2% rt |
| 2022-05-19 | PPA | BUY | $1K–$15K | $69.25 | $171.69 2026-08-27 | +147.9% |
| 2022-05-19 | PAVE | SELL | $1K–$15K | $24.67 | $56.06 2026-08-27 | +16.9% rt |
| 2021-09-14 | MDY | BUY | $1K–$15K | $487.97 | $698.61 2026-08-27 | +43.2% |
| 2021-09-14 | AMJ | SELL | $1K–$15K | $17.76 | $28.30 2024-06-27 | -59.4% exit |
| 2020-12-11 | PAVE | BUY | $1K–$15K | $20.94 | $56.06 2026-08-27 | +167.7% |
| 2020-12-09 | PAVE | BUY | $1K–$15K | $21.10 | $56.06 2026-08-27 | +165.7% |
| 2020-12-09 | IWM | SELL | $1K–$15K | $189.41 | $299.81 2026-08-27 | -58.3% exit |
| 2020-12-02 | IWM | SELL | $1K–$15K | $182.89 | $299.81 2026-08-27 | -63.9% exit |
| 2020-06-26 | IWM | SELL | $15K–$50K | $136.67 | $299.81 2026-08-27 | -119.4% exit |
| 2020-06-26 | IVV | SELL | $15K–$50K | $301.14 | $774.75 2026-08-27 | +7.1% rt |
| 2020-06-26 | IEFA | SELL | $15K–$50K | $56.85 | $100.77 2026-08-27 | -5.8% rt |
| 2020-06-08 | SPY | BUY | $1K–$15K | $323.20 | $771.10 2026-08-27 | +138.6% |
| 2020-06-08 | KBE | BUY | $1K–$15K | $37.85 | $68.42 2026-08-27 | +80.8% |
| 2020-03-26 | VONE | BUY | $50K–$100K | $118.96 | $349.40 2026-08-27 | +193.7% |
| 2020-03-11 | SPY | BUY | $1K–$15K | $274.36 | $771.10 2026-08-27 | +181.1% |
| 2020-02-25 | GBDC | BUY | $1K–$15K | $17.21 | $13.07 2026-08-27 | -24.1% |
| 2020-02-25 | GBCD | BUY | $1K–$15K | — | — | — |
| 2019-12-31 | IWN | BUY | $1K–$15K | $128.58 | $224.74 2026-08-27 | +74.8% |
| 2019-12-31 | IVE | BUY | $1K–$15K | $130.09 | $237.05 2026-08-27 | +82.2% |
| 2019-12-31 | FIKMX | BUY | $1K–$15K | $12.45 | $12.44 2026-08-27 | -0.1% |
| 2019-09-30 | FIKMX | BUY | $15K–$50K | $12.55 | $12.44 2026-08-27 | -0.9% |
| 2019-09-20 | MDY | BUY | $1K–$15K | $353.53 | $698.61 2026-08-27 | +97.6% |
| 2019-07-24 | IVV | BUY | $15K–$50K | $303.17 | $774.75 2026-08-27 | +155.6% |
| 2019-07-24 | IJR | BUY | $1K–$15K | $79.20 | $146.78 2026-08-27 | +85.3% |
| 2019-07-24 | IJH | BUY | $1K–$15K | $39.64 | $76.65 2026-08-27 | +93.4% |
| 2019-07-08 | AMJ | SELL | $1K–$15K | $25.38 | $28.30 2024-06-27 | -11.5% exit |
| 2019-06-21 | VEA | BUY | $1K–$15K | $41.49 | $73.42 2026-08-27 | +77.0% |
| 2019-06-21 | SPY | BUY | $1K–$15K | $294.00 | $771.10 2026-08-27 | +162.3% |
| 2019-05-30 | GBDC | BUY | $15K–$50K | $17.38 | $13.07 2026-08-27 | -24.8% |
| 2019-05-30 | FFRHX | SELL | $15K–$50K | $9.51 | $9.04 2026-08-27 | +4.9% exit |
| 2019-04-03 | CS | BUY | $50K–$100K | — | — | — |
| 2019-04-02 | CS | BUY | $50K–$100K | — | — | — |
| 2019-03-28 | CS | BUY | $50K–$100K | — | — | — |
| 2019-03-27 | CS | BUY | $50K–$100K | — | — | — |
| 2019-03-25 | CS | BUY | $50K–$100K | — | — | — |
| 2019-03-22 | FFHRX | SELL | $100K–$250K | — | — | — exit |
| 2019-03-04 | IVV | BUY | $1K–$15K | $281.16 | $774.75 2026-08-27 | +175.6% |
| 2019-03-04 | IJR | BUY | $15K–$50K | $79.65 | $146.78 2026-08-27 | +84.3% |
| 2019-03-04 | IJH | BUY | $15K–$50K | $38.34 | $76.65 2026-08-27 | +99.9% |
Return: buys are marked to the latest close (open); sells tagged rt are realized round-trips vs a prior disclosed buy; exit = timing (how the stock moved after the sale, seller's perspective).
| Member | Shared tickers |
|---|---|
| John Boozman | 16 · IJR, IVV, MDY, QQQ, SPY, VEA |
| Thomas R Carper | 14 · IJR, IVV, IWN, SPY, VEA, KBE |
| David A Perdue , Jr | 10 · SPY, VEA, IWM, BA, C, TRP |
| Kurt Schrader | 10 · SPY, BA, BLK, C, VWO, ADBE |
| Kenny Marchant | 10 · SPY, IWM, BA, C, ADBE, CMCSA |
| Alan S. Lowenthal | 9 · CS, IWN, SPY, BA, BLK, C |
| Thomas H Tuberville | 9 · IVV, QQQ, XBI, ADBE, GSK, JPM |
| Carlos Curbelo | 9 · IJH, IJR, VEA, BA, BLK, IWF |
| James B. Renacci | 8 · IVV, SPY, C, ADBE, CMCSA, GSK |
| SUSAN M COLLINS | 8 · BA, BLK, C, CMCSA, JPM, OXY |
| Kevin Hern | 8 · CS, SPY, BA, BLK, ADBE, CMCSA |
| Rohit Khanna | 8 · SPY, C, ADBE, CMCSA, GSK, JPM |