βζεΊ+ε¨ι | $1Mθζθ΅ι | ζΈΈζβ
| Ticker | Qty | Avg cost | Last | Value | Weight |
|---|---|---|---|---|---|
| SHOP | 925 | $108.85 | $119.22 | $110,279 | 11.3% |
| IDXX | 183 | $562.09 | $555.67 | $101,688 | 10.5% |
| ADBE | 427 | $195.16 | $220.94 | $94,341 | 9.7% |
| APP | 175 | $469.71 | $522.18 | $91,381 | 9.4% |
| META | 147 | $577.22 | $603.12 | $88,659 | 9.1% |
| ODFL | 384 | $221.04 | $218.25 | $83,808 | 8.6% |
| MSTR | 863 | $112.51 | $93.87 | $81,010 | 8.3% |
| AMAT | 101 | $617.11 | $570.50 | $57,620 | 5.9% |
| WDC | 84 | $746.23 | $550.30 | $46,225 | 4.8% |
| ARM | 143 | $439.46 | $300.24 | $42,934 | 4.4% |
| WDAY | 25 | $113.04 | $137.88 | $3,447 | 0.4% |
| INTC | 3 | $140.94 | $110.24 | $331 | 0.0% |
| KLAC | 1 | $269.16 | $221.18 | $221 | 0.0% |
| Date | Side | Ticker | Qty | Price | P&L |
|---|---|---|---|---|---|
| 2026-06-29 | SELL | CTSH | 2,065 | $40.03 | β$7,546.76 |
| 2026-06-29 | SELL | CHTR | 641 | $133.64 | +$4,753.26 |
| 2026-06-22 | BUY | MSTR | 6 | $109.46 | β |
| 2026-06-22 | BUY | CHTR | 5 | $125.54 | β |
| 2026-06-22 | BUY | CTSH | 17 | $41.83 | β |
| 2026-06-22 | BUY | KLAC | 1 | $269.16 | β |
| 2026-06-22 | BUY | INTC | 3 | $140.94 | β |
| 2026-06-22 | BUY | WDAY | 25 | $113.04 | β |
| 2026-06-18 | BUY | CTSH | 2,048 | $43.70 | β |
| 2026-06-18 | BUY | SHOP | 925 | $108.85 | β |
| 2026-06-18 | BUY | IDXX | 183 | $562.09 | β |
| 2026-06-18 | BUY | MSTR | 857 | $112.53 | β |
| 2026-06-18 | BUY | AMAT | 101 | $617.11 | β |
| 2026-06-18 | BUY | WDC | 84 | $746.23 | β |
| 2026-06-18 | BUY | ARM | 143 | $439.46 | β |
| 2026-06-18 | BUY | ADBE | 427 | $195.16 | β |
| 2026-06-18 | BUY | META | 147 | $577.22 | β |
| 2026-06-18 | BUY | ODFL | 384 | $221.04 | β |
| 2026-06-18 | BUY | CHTR | 636 | $126.23 | β |
| 2026-06-18 | BUY | APP | 175 | $469.71 | β |