Transactions
14
Total transactions associated with this filer
Disclosed purchases
6
$6.0K – $90.0K
Average modeled return
+0.4%
3 modeled purchases
Average vs. S&P 500
-35.0%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
MARKET ANALYSIS
Modeled purchase performance · Since purchase
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| OSW | g fedcbF ILING S TATUS : New S UbHOLDING O F : Stock Account OneSpaWorld Holdings Limited - Common Shares (OSW) | Apr 23, 2021 | Apr 15, 2025 | +66.8% | +31.1% | +35.7% |
| VMCCX | g fedcF ILING S TATUS : New S UbHOLDING O F : Andrew Roth IRA L OCATION : US D ESCRIPTION : Sale of Mutual Fund VMCCX | Jun 7, 2021 | May 29, 2025 | +11.6% | +43.9% | -32.3% |
| ORMP | g fedcF ILING S TATUS : New S UbHOLDING O F : Stock Account Oramed Pharmaceuticals Inc. (ORMP) | Apr 23, 2021 | Apr 15, 2025 | -77.2% | +31.1% | -108.3% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 1 · 14 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| GAP | Gap, Inc. (GAP) | Aug 21, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| ORMP | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Oramed Pharmaceuticals Inc. (ORMP) | Jan 14, 2022 | Sale | $1.0K – $15.0K | Filing ↗ |
| TELL | g fedcF ILING S TATUS : New S UbHOLDING O F : Stock Account Tellurian Inc. (TELL) | Jan 14, 2022 | Purchase | $1.0K – $15.0K | Filing ↗ |
| GPS | ranSactionS iD owner asset transaction type notification Date amount cap. gains > Gap, Inc. (GPS) | Oct 1, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| TELL | g fedcbF ILING S TATUS : New S UbHOLDING O F : Stock Account Tellurian Inc. (TELL) | Oct 1, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| ORMP | g fedcF ILING S TATUS : New S UbHOLDING O F : Stock Account Oramed Pharmaceuticals Inc. (ORMP) | Oct 1, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| OSW | g fedcF ILING S TATUS : New S UbHOLDING O F : Stock Account OneSpaWorld Holdings Limited - Common Shares (OSW) | Oct 1, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| VMCCX | g fedcF ILING S TATUS : New S UbHOLDING O F : Andrew Roth IRA L OCATION : US D ESCRIPTION : Sale of Mutual Fund VMCCX | Jun 7, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| NEWFX | g fedcbF ILING S TATUS : New S UbHOLDING O F : Andrew Roth IRA L OCATION : US D ESCRIPTION : Sale of Mutual Fund New World NEWFX | Jun 3, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| ANWPX | g fedcbF ILING S TATUS : New S UbHOLDING O F : Andrew Roth IRA L OCATION : US D ESCRIPTION : Sale of Mutual New Perspective ANWPX | Jun 3, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| AIVSX | g fedcF ILING S TATUS : New S UbHOLDING O F : Andrew Roth IRA L OCATION : US D ESCRIPTION : Sale of Mutual Fund Investment Company of America AIVSX | Jun 3, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| ORMP | g fedcF ILING S TATUS : New S UbHOLDING O F : Stock Account Oramed Pharmaceuticals Inc. (ORMP) | Apr 23, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
| GSS | g fedcbF ILING S TATUS : New S UbHOLDING O F : Stock Account Golden Star Resources, Ltd (GSS) | Apr 23, 2021 | Sale | $1.0K – $15.0K | Filing ↗ |
| OSW | g fedcbF ILING S TATUS : New S UbHOLDING O F : Stock Account OneSpaWorld Holdings Limited - Common Shares (OSW) | Apr 23, 2021 | Purchase | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10076832 | 8 | PARSED | Filing ↗ |
Modeled market performance is calculated from public disclosure dates and historical market prices. It does not represent verified execution prices, realized investment returns, or investment advice.