Model Portfolio
For a complete walkthrough on how to use the Strategic Fortunes portfolio, click here to read the portfolio guide.
Please scroll along the side to see all positions within each portfolio. To view all positions at once and for a print preview click here.
Strategic Fortunes
Positions: 96
Select Portfolio
| Symbol | Open Price/Date |
Current | Total Return | Action To Take | Forward Dividend | Recommendation Type | Sub Symbol | Sub Open | Sub Current | Sub Return | Sub Buy-Up-To | Sub Forward Dividend | Sub Recommendation Type |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| $11.61 04/14/2022 | $3.46 | -70.18% | Buy at market | Bonus Position |
FIL/USD
Filecoin
FIL/USD
Filecoin
|
$18.72
04/14/2022
$4.50
05/19/2023
|
$3.46
$3.46
|
|
|
|
|
||
|
ARB/USD
Arbitrum
|
$0.53 08/20/2024 | $0.52 | -2.59% | Buy at market | Regular Issue |
ARB/USD
Arbitrum
|
$0.53
08/20/2024
|
$0.52
|
|
|
|
|
|
|
BTC/USD
Bitcoin
|
$28401.96 04/05/2023 | $60679.44 | 113.65% | Buy up to $32,000 | Regular Issue |
BTC/USD
Bitcoin
|
$28401.96
04/05/2023
|
$60679.44
|
|
|
|
|
|
|
NVT
nVent Electric
|
$63.90 08/14/2024 | $71.50 | 11.89% | Buy at market | 1.06% | Regular Issue |
NVT
nVent Electric
|
$63.90
08/14/2024
|
$71.50
|
|
|
|
|
|
DXCM
Dexcom
|
$113.51 06/28/2024 | $69.32 | -38.93% | Buy at market | Special Report |
DXCM
Dexcom
|
$113.51
06/28/2024
|
$69.32
|
|
|
|
|
|
|
PSTG
Pure Storage
|
$60.93 08/26/2024 | $52.93 | -13.12% | Buy at market | Regular Issue |
PSTG
Pure Storage
|
$60.93
08/26/2024
|
$52.93
|
|
|
|
|
|
|
TWST
Twist Bioscience
|
$33.55 04/01/2024 | $41.10 | 22.5% | Buy at market | Regular Issue |
TWST
Twist Bioscience
|
$33.55
04/01/2024
|
$41.10
|
|
|
|
|
|
|
PEGA
Pegasystems Inc.
|
$60.47 04/26/2024 | $73.22 | 21.18% | Buy at market | 0.17% | Regular Issue |
PEGA
Pegasystems Inc.
|
$60.47
04/26/2024
|
$73.22
|
|
|
|
|
|
DLR
Digital Realty Trust
|
$103.88 06/21/2023 | $158.54 | 58.49% | Buy up to $119 | 3.07% | Special Report |
DLR
Digital Realty Trust
|
$103.88
06/21/2023
|
$158.54
|
|
|
|
|
|
GPCR
Structure Therapeutics
|
$38.72 06/28/2024 | $40.34 | 4.18% | Buy at market | Special Report |
GPCR
|
$38.72
06/28/2024
|
$40.34
|
|
|
|
|
|
|
ENS
EnerSys
|
$109.84 07/29/2024 | $101.08 | -7.76% | Buy at market | 0.94% | Regular Issue |
ENS
EnerSys
|
$109.84
07/29/2024
|
$101.08
|
|
|
|
|
| $0.24 04/14/2022 | $0.15 | -37.02% | Buy at market | Bonus Position |
GRT/USD
The Graph
GRT/USD
The Graph
|
$0.36
04/14/2022
$0.12
05/19/2023
|
$0.15
$0.15
|
|
|
|
|
||
|
LINK/USD
ChainLink
|
$14.31 11/08/2023 | $10.45 | -26.98% | Buy up to $16 | Regular Issue |
LINK/USD
ChainLink
|
$14.31
11/08/2023
|
$10.45
|
|
|
|
|
|
|
ETH/USD
Ethereum
|
$391.43 10/29/2020 | $2379.72 | 507.95% | Buy at market | Bonus Position |
ETH/USD
Ethereum
|
$391.43
10/29/2020
|
$2379.72
|
|
|
|
|
|
|
BWXT
BWX Technologies
|
$76.90 10/20/2023 | $116.91 | 53.26% | Buy at market | 0.81% | Regular Issue |
BWXT
BWX Technologies
|
$76.90
10/20/2023
|
$116.91
|
|
|
|
|
|
AUR
Aurora Innovation
|
$5.43 09/24/2024 | $5.50 | 1.27% | Buy at market |
AUR
Aurora Innovation
|
$5.43
09/24/2024
|
$5.50
|
|
|
|
|
||
| $5.26 11/01/2023 | $2.42 | -53.99% | Buy up to $6 | Special Report |
NVTS
|
$5.26
11/01/2023
|
$2.42
|
|
|
|
|
||
|
MU
Micron Technology
|
$90.92 02/27/2024 | $102.32 | 12.92% | Buy at market | 0.45% | Regular Issue |
MU
Micron Technology
|
$90.92
02/27/2024
|
$102.32
|
|
|
|
|
|
PLTR
Palantir Technologies
|
$16.66 01/29/2024 | $43.01 | 158.16% | Buy at market | Regular Issue |
PLTR
|
$16.66
01/29/2024
|
$43.01
|
|
|
|
|
|
|
SYM
Symbotic
|
$15.99 02/07/2023 | $26.14 | 63.48% | Buy at market | Regular Issue |
SYM
Symbotic
|
$15.99
02/07/2023
|
$26.14
|
|
|
|
|
|
|
TSLA
Tesla
|
$197.42 06/27/2024 | $235.74 | 19.41% | Buy at market | Regular Issue |
TSLA
Tesla
|
$197.42
06/27/2024
|
$235.74
|
|
|
|
|
|
|
HIMS
Hims & Hers Health
|
$20.18 06/28/2024 | $18.02 | -10.7% | Buy at market | Special Report |
HIMS
Hims & Hers Health
|
$20.18
06/28/2024
|
$18.02
|
|
|
|
|
|
|
ALTM
Arcadium Lithium plc
|
$6.81 01/04/2024 | $5.55 | -18.58% | Buy up to $16 | Special Report |
ALTM
Arcadium Lithium plc
|
$6.81
01/04/2024
|
$5.55
|
|
|
|
|
|
|
QCOM
QUALCOMM Incorporated
|
$160.13 08/06/2024 | $166.57 | 4.02% | Buy at market | 2% | Special Report |
QCOM
|
$160.13
08/06/2024
|
$166.57
|
|
|
|
|
|
AMD
Advanced Micro Devices
|
$45.58 02/28/2020 | $170.05 | 273.08% | Buy at market | Regular Issue |
AMD
|
$45.58
02/28/2020
|
$170.05
|
|
|
|
|
|
|
DE
Deere & Co.
|
$385.69 03/18/2024 | $403.98 | 5.89% | Buy at market | 1.45% | Regular Issue |
DE
Deere & Co.
|
$385.69
03/18/2024
|
$403.98
|
|
|
|
|
|
AMZN
Amazon
|
$174.88 03/18/2024 | $187.68 | 7.32% | Buy at market | Regular Issue |
AMZN
Amazon
|
$174.88
03/18/2024
|
$187.68
|
|
|
|
|
|
| $13.90 06/21/2023 | $24.53 | 76.47% | Buy up to $16 | Special Report |
KTOS
|
$13.90
06/21/2023
|
$24.53
|
|
|
|
|
| Symbol | Open Price/Date |
Current | Total Return | Action To Take | Forward Dividend | Recommendation Type | Sub Symbol | Sub Open | Sub Current | Sub Return | Sub Buy-Up-To | Sub Forward Dividend | Sub Recommendation Type |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AMD
Advanced Micro Devices
|
$45.58 02/28/2020 | $170.05 | 273.08% | Buy at market | Regular Issue |
AMD
|
$45.58
02/28/2020
|
$170.05
|
|
|
|
|
|
|
SYM
Symbotic
|
$15.99 02/07/2023 | $26.14 | 63.48% | Buy at market | Regular Issue |
SYM
Symbotic
|
$15.99
02/07/2023
|
$26.14
|
|
|
|
|
|
| $5.26 11/01/2023 | $2.42 | -53.99% | Buy up to $6 | Special Report |
NVTS
|
$5.26
11/01/2023
|
$2.42
|
|
|
|
|
||
|
PLTR
Palantir Technologies
|
$16.66 01/29/2024 | $43.01 | 158.16% | Buy at market | Regular Issue |
PLTR
|
$16.66
01/29/2024
|
$43.01
|
|
|
|
|
|
|
MU
Micron Technology
|
$90.92 02/27/2024 | $102.32 | 12.92% | Buy at market | 0.45% | Regular Issue |
MU
Micron Technology
|
$90.92
02/27/2024
|
$102.32
|
|
|
|
|
|
AMZN
Amazon
|
$174.88 03/18/2024 | $187.68 | 7.32% | Buy at market | Regular Issue |
AMZN
Amazon
|
$174.88
03/18/2024
|
$187.68
|
|
|
|
|
|
|
DE
Deere & Co.
|
$385.69 03/18/2024 | $403.98 | 5.89% | Buy at market | 1.45% | Regular Issue |
DE
Deere & Co.
|
$385.69
03/18/2024
|
$403.98
|
|
|
|
|
|
PEGA
Pegasystems Inc.
|
$60.47 04/26/2024 | $73.22 | 21.18% | Buy at market | 0.17% | Regular Issue |
PEGA
Pegasystems Inc.
|
$60.47
04/26/2024
|
$73.22
|
|
|
|
|
|
TSLA
Tesla
|
$197.42 06/27/2024 | $235.74 | 19.41% | Buy at market | Regular Issue |
TSLA
Tesla
|
$197.42
06/27/2024
|
$235.74
|
|
|
|
|
|
|
ENS
EnerSys
|
$109.84 07/29/2024 | $101.08 | -7.76% | Buy at market | 0.94% | Regular Issue |
ENS
EnerSys
|
$109.84
07/29/2024
|
$101.08
|
|
|
|
|
|
QCOM
QUALCOMM Incorporated
|
$160.13 08/06/2024 | $166.57 | 4.02% | Buy at market | 2% | Special Report |
QCOM
|
$160.13
08/06/2024
|
$166.57
|
|
|
|
|
|
NVT
nVent Electric
|
$63.90 08/14/2024 | $71.50 | 11.89% | Buy at market | 1.06% | Regular Issue |
NVT
nVent Electric
|
$63.90
08/14/2024
|
$71.50
|
|
|
|
|
|
PSTG
Pure Storage
|
$60.93 08/26/2024 | $52.93 | -13.12% | Buy at market | Regular Issue |
PSTG
Pure Storage
|
$60.93
08/26/2024
|
$52.93
|
|
|
|
|
|
|
AUR
Aurora Innovation
|
$5.43 09/24/2024 | $5.50 | 1.27% | Buy at market |
AUR
Aurora Innovation
|
$5.43
09/24/2024
|
$5.50
|
|
|
|
|
| Symbol | Open Price/Date |
Current | Total Return | Action To Take | Forward Dividend | Recommendation Type | Sub Symbol | Sub Open | Sub Current | Sub Return | Sub Buy-Up-To | Sub Forward Dividend | Sub Recommendation Type |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
ETH/USD
Ethereum
|
$391.43 10/29/2020 | $2379.72 | 507.95% | Buy at market | Bonus Position |
ETH/USD
Ethereum
|
$391.43
10/29/2020
|
$2379.72
|
|
|
|
|
|
|
BTC/USD
Bitcoin
|
$28401.96 04/05/2023 | $60679.44 | 113.65% | Buy up to $32,000 | Regular Issue |
BTC/USD
Bitcoin
|
$28401.96
04/05/2023
|
$60679.44
|
|
|
|
|
|
| $11.61 04/14/2022 | $3.46 | -70.18% | Buy at market | Bonus Position |
FIL/USD
Filecoin
FIL/USD
Filecoin
|
$18.72
04/14/2022
$4.50
05/19/2023
|
$3.46
$3.46
|
|
|
|
|
||
| $0.24 04/14/2022 | $0.15 | -37.02% | Buy at market | Bonus Position |
GRT/USD
The Graph
GRT/USD
The Graph
|
$0.36
04/14/2022
$0.12
05/19/2023
|
$0.15
$0.15
|
|
|
|
|
||
|
LINK/USD
ChainLink
|
$14.31 11/08/2023 | $10.45 | -26.98% | Buy up to $16 | Regular Issue |
LINK/USD
ChainLink
|
$14.31
11/08/2023
|
$10.45
|
|
|
|
|
|
|
ARB/USD
Arbitrum
|
$0.53 08/20/2024 | $0.52 | -2.59% | Buy at market | Regular Issue |
ARB/USD
Arbitrum
|
$0.53
08/20/2024
|
$0.52
|
|
|
|
|
| Symbol | Open Price/Date |
Current | Total Return | Action To Take | Forward Dividend | Recommendation Type | Sub Symbol | Sub Open | Sub Current | Sub Return | Sub Buy-Up-To | Sub Forward Dividend | Sub Recommendation Type |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DLR
Digital Realty Trust
|
$103.88 06/21/2023 | $158.54 | 58.49% | Buy up to $119 | 3.07% | Special Report |
DLR
Digital Realty Trust
|
$103.88
06/21/2023
|
$158.54
|
|
|
|
|
| Symbol | Open Price/Date |
Current | Total Return | Action To Take | Forward Dividend | Recommendation Type | Sub Symbol | Sub Open | Sub Current | Sub Return | Sub Buy-Up-To | Sub Forward Dividend | Sub Recommendation Type |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
ALTM
Arcadium Lithium plc
|
$6.81 01/04/2024 | $5.55 | -18.58% | Buy up to $16 | Special Report |
ALTM
Arcadium Lithium plc
|
$6.81
01/04/2024
|
$5.55
|
|
|
|
|
| Symbol | Open Price/Date |
Current | Total Return | Action To Take | Forward Dividend | Recommendation Type | Sub Symbol | Sub Open | Sub Current | Sub Return | Sub Buy-Up-To | Sub Forward Dividend | Sub Recommendation Type |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
TWST
Twist Bioscience
|
$33.55 04/01/2024 | $41.10 | 22.5% | Buy at market | Regular Issue |
TWST
Twist Bioscience
|
$33.55
04/01/2024
|
$41.10
|
|
|
|
|
|
|
DXCM
Dexcom
|
$113.51 06/28/2024 | $69.32 | -38.93% | Buy at market | Special Report |
DXCM
Dexcom
|
$113.51
06/28/2024
|
$69.32
|
|
|
|
|
|
|
HIMS
Hims & Hers Health
|
$20.18 06/28/2024 | $18.02 | -10.7% | Buy at market | Special Report |
HIMS
Hims & Hers Health
|
$20.18
06/28/2024
|
$18.02
|
|
|
|
|
|
|
GPCR
Structure Therapeutics
|
$38.72 06/28/2024 | $40.34 | 4.18% | Buy at market | Special Report |
GPCR
|
$38.72
06/28/2024
|
$40.34
|
|
|
|
|
| Symbol | Open Price/Date |
Current | Total Return | Action To Take | Forward Dividend | Recommendation Type | Sub Symbol | Sub Open | Sub Current | Sub Return | Sub Buy-Up-To | Sub Forward Dividend | Sub Recommendation Type |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| $13.90 06/21/2023 | $24.53 | 76.47% | Buy up to $16 | Special Report |
KTOS
|
$13.90
06/21/2023
|
$24.53
|
|
|
|
|
||
|
BWXT
BWX Technologies
|
$76.90 10/20/2023 | $116.91 | 53.26% | Buy at market | 0.81% | Regular Issue |
BWXT
BWX Technologies
|
$76.90
10/20/2023
|
$116.91
|
|
|
|
|
| Symbol | Open Price/Date |
Close Price/Date |
Total Return | Action To Take | Forward Dividend | Recommendation Type | Sub Symbol | Sub Open | Sub Current | Sub Return | Sub Buy-Up-To | Sub Forward Dividend | Sub Recommendation Type |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
FLEX
Flex
|
$22.04 12/08/2022 | $28.78 08/02/2024 | 30.58% | Sold on 8/2/2024 | Regular Issue |
FLEX
Flex
|
$22.04
12/08/2022
|
$28.78
08/02/2024
|
|
|
|
|
|
|
CGNX
Cognex
|
$47.80 05/24/2024 | $38.16 08/02/2024 | -20.17% | Sold on 8/2/2024 | 0.77% | Regular Issue |
CGNX
Cognex
|
$47.80
05/24/2024
|
$38.16
08/02/2024
|
|
|
|
|
|
NVT
nVent Electric
|
$52.23 07/26/2023 | $65.35 08/02/2024 | 26.55% | Sold on 8/2/2024 | 1.09% | Regular Issue |
NVT
nVent Electric
|
$52.23
07/26/2023
|
$65.35
08/02/2024
|
|
|
|
|
|
MBLY
Mobileye Global
|
$40.14 05/10/2023 | $16.65 08/02/2024 | -58.52% | Sold on 8/2/2024 | Regular Issue |
MBLY
Mobileye Global
|
$40.14
05/10/2023
|
$16.65
08/02/2024
|
|
|
|
|
|
|
ZTS
Zoetis
|
$147.64 01/06/2023 | $179.34 08/02/2024 | 23.36% | Sold on 8/2/2024 | 0.95% | Regular Issue |
ZTS
Zoetis
|
$147.64
01/06/2023
|
$179.34
08/02/2024
|
|
|
|
|
|
ON
ON Semiconductor
|
$58.78 02/23/2022 | $62.99 04/18/2024 | 7.16% | Sold on 4/18/2024 | Regular Issue |
ON
ON Semiconductor
|
$58.78
02/23/2022
|
$62.99
04/18/2024
|
|
|
|
|
|
|
APO
Apollo Global Management
|
$70.82 01/27/2023 | $112.15 03/01/2024 | 61.35% | Sold on 3/01/2024 | 1.54% | Special Report, Bonus Position |
APO
|
$70.82
01/27/2023
|
$112.15
03/01/2024
|
|
|
|
|
|
SPWR
SunPower Corporation
|
$4.93 06/25/2020 | $3.15 03/01/2024 | -36.11% | Sold half on 3/01/2024 | Regular Issue |
SPWR
SunPower Corporation
|
$4.93
06/25/2020
|
$3.15
03/01/2024
|
|
|
|
|
|
| $268.73 12/22/2021 | $495.81 03/01/2024 | 84.69% | Sold on 3/01/2024 | Regular Issue |
META
Meta Platforms
META
Meta Platforms
|
$330.44
12/22/2021
$207.02
02/24/2022
|
$495.81
03/01/2024
$495.81
03/01/2024
|
|
|
|
|
||
|
CCJ
Cameco
|
$26.82 10/06/2022 | $41.21 03/01/2024 | 54.32% | Sold on 3/01/2024 | 0.22% | Regular Issue |
CCJ
Cameco
|
$26.82
10/06/2022
|
$41.21
03/01/2024
|
|
|
|
|
|
PLD
Prologis
|
$106.74 11/02/2022 | $131.43 03/01/2024 | 27.13% | Sold on 3/01/2024 | 2.61% | Regular Issue |
PLD
Prologis
|
$106.74
11/02/2022
|
$131.43
03/01/2024
|
|
|
|
|
|
U
Unity Software
|
$37.24 08/30/2023 | $28.85 03/01/2024 | -22.53% | Sold on 3/01/2024 | Regular Issue |
U
Unity Software
|
$37.24
08/30/2023
|
$28.85
03/01/2024
|
|
|
|
|
|
|
NXT
Nextracker Inc.
|
$46.41 01/03/2024 | $56.51 03/01/2024 | 21.76% | Sold on 1/03/2024 | FLEX Spin-off |
NXT
Nextracker Inc.
|
$46.41
01/03/2024
|
$56.51
03/01/2024
|
|
|
|
|
|
|
LTHM
Livent Corp.
|
$13.77 11/01/2023 | $16.38 01/04/2024 | 18.95% | Sold on 1/04/2024 |
LTHM
Livent Corp.
|
$13.77
11/01/2023
|
$16.38
01/04/2024
|
|
|
|
|
||
|
PCOR
Procore Technologies
|
$63.29 08/18/2023 | $59.64 12/01/2023 | -5.77% | Sold on 12/01/2023 | Regular Issue |
PCOR
Procore Technologies
|
$63.29
08/18/2023
|
$59.64
12/01/2023
|
|
|
|
|
|
|
TEL
TE Connectivity
|
$124.29 09/01/2022 | $131.43 12/01/2023 | 8.07% | Sold on 12/01/2023 | Regular Issue |
TEL
TE Connectivity
|
$124.29
09/01/2022
|
$131.43
12/01/2023
|
|
|
|
|
|
|
MCHP
Microchip Technology
|
$84.52 03/08/2023 | $83.61 12/01/2023 | 0.38% | Sold on 12/01/2023 | 2.1% | Regular Issue |
MCHP
Microchip Technology
|
$84.52
03/08/2023
|
$83.61
12/01/2023
|
|
|
|
|
|
GBTC
Grayscale Bitcoin Trust
|
$16.09 04/05/2023 | $28.88 11/17/2023 | 79.49% | Sold on 11/17/2023 |
GBTC
|
$16.09
04/05/2023
|
$28.88
11/17/2023
|
|
|
|
|
||
|
SQ
Block
|
$65.99 05/13/2019 | $75.35 07/21/2023 | 14.18% | Sold on 7/21/2023 |
SQ
Block
|
$65.99
05/13/2019
|
$75.35
07/21/2023
|
|
|
|
|
||
|
SEDG
SolarEdge
|
$218.79 05/11/2021 | $264.69 07/21/2023 | 20.98% | Sold on 7/21/2023 |
SEDG
SolarEdge
|
$218.79
05/11/2021
|
$264.69
07/21/2023
|
|
|
|
|
||
|
PSTG
Pure Storage
|
$25.99 06/29/2022 | $37.83 07/21/2023 | 45.56% | Sold on 7/21/2023 |
PSTG
Pure Storage
|
$25.99
06/29/2022
|
$37.83
07/21/2023
|
|
|
|
|
||
| $118.69 03/09/2022 | $101.09 07/21/2023 | -14.83% | Sold on 7/21/2023 |
COIN
Coinbase
COIN
Coinbase
|
$179.10
03/09/2022
$58.28
05/12/2022
|
$101.09
07/21/2023
$101.09
07/21/2023
|
|
|
|
|
|||
|
SYM
Symbotic
|
$15.99 02/07/2023 | $34.40 06/05/2023 | 115.13% | Sold half on 6/5/2023 |
SYM
Symbotic
|
$15.99
02/07/2023
|
$34.40
06/05/2023
|
|
|
|
|
||
|
MP
MP Materials
|
$38.00 02/10/2021 | $21.26 05/19/2023 | -44.05% | Sold on 5/19/2023 |
MP
MP Materials
|
$38.00
02/10/2021
|
$21.26
05/19/2023
|
|
|
|
|
||
|
MANA/USD
Decentraland
|
$2.13 04/14/2022 | $0.50 05/19/2023 | -76.74% | Sold on 5/19/2023 | Bonus Position |
MANA/USD
Decentraland
|
$2.13
04/14/2022
|
$0.50
05/19/2023
|
|
|
|
|
|
|
GM
General Motors
|
$57.93 03/15/2021 | $32.68 05/19/2023 | -43.12% | Sold on 5/19/2023 | 1.09% |
GM
General Motors
|
$57.93
03/15/2021
|
$32.68
05/19/2023
|
|
|
|
|
|
|
JD
JD.com
|
$42.01 03/26/2020 | $46.58 03/07/2023 | 13.88% | Sold on 3/07/2023 |
JD
JD.com
|
$42.01
03/26/2020
|
$46.58
03/07/2023
|
|
|
|
|
||
| $12.73 12/31/2019 | $2.47 01/26/2023 | -80.6% | Sold on 1/26/2023 |
NVTA
Invitae
NVTA
Invitae
|
$16.13
12/31/2019
$9.33
02/24/2022
|
$2.47
01/26/2023
$2.47
01/26/2023
|
|
|
|
|
|||
|
CHPT
ChargePoint
|
$25.30 11/30/2021 | $11.19 01/26/2023 | -55.77% | Sold on 1/26/2023 |
CHPT
ChargePoint
|
$25.30
11/30/2021
|
$11.19
01/26/2023
|
|
|
|
|
||
|
DNA
Ginkgo Bioworks
|
$12.28 09/22/2021 | $1.76 01/26/2023 | -85.67% | Sold on 1/26/2023 |
DNA
Ginkgo Bioworks
|
$12.28
09/22/2021
|
$1.76
01/26/2023
|
|
|
|
|
||
|
UNI/USD
Uniswap
|
$27.10 08/25/2021 | $6.59 01/26/2023 | -75.69% | Sold on 1/26/2023 |
UNI/USD
Uniswap
|
$27.10
08/25/2021
|
$6.59
01/26/2023
|
|
|
|
|
||
|
CRSP
CRISPR Therapeutics
|
$122.81 08/02/2021 | $50.13 01/26/2023 | -59.18% | Sold on 1/26/2023 |
CRSP
CRISPR Therapeutics
|
$122.81
08/02/2021
|
$50.13
01/26/2023
|
|
|
|
|
||
|
PGNY
Progyny
|
$59.54 06/23/2021 | $33.80 01/26/2023 | -43.23% | Sold on 1/26/2023 |
PGNY
Progyny
|
$59.54
06/23/2021
|
$33.80
01/26/2023
|
|
|
|
|
||
|
AUR
Aurora Innovation
|
$4.38 04/28/2022 | $1.37 01/20/2023 | -68.72% | Sold on 1/20/2023 |
AUR
Aurora Innovation
|
$4.38
04/28/2022
|
$1.37
01/20/2023
|
|
|
|
|
||
|
RPD
Rapid7
|
$79.78 03/01/2021 | $34.38 01/20/2023 | -56.91% | Sold on 1/20/2023 |
RPD
Rapid7
|
$79.78
03/01/2021
|
$34.38
01/20/2023
|
|
|
|
|
||
|
INSG
Inseego
|
$4.44 05/13/2019 | $1.05 01/20/2023 | -76.46% | Sold on 1/20/2023 |
INSG
Inseego
|
$4.44
05/13/2019
|
$1.05
01/20/2023
|
|
|
|
|
||
|
ABNB
Airbnb Inc.
|
$170.53 10/26/2021 | $100.16 01/20/2023 | -41.27% | Sold on 1/20/2023 |
ABNB
Airbnb Inc.
|
$170.53
10/26/2021
|
$100.16
01/20/2023
|
|
|
|
|
||
|
DOCN
DigitalOcean
|
$52.26 01/25/2022 | $27.04 01/20/2023 | -48.26% | Sold on 1/20/2023 |
DOCN
DigitalOcean
|
$52.26
01/25/2022
|
$27.04
01/20/2023
|
|
|
|
|
||
| $11.98 05/18/2021 | $2.20 01/20/2023 | -81.64% | Sold on 1/20/2023 |
DNMR
Danimer Scientific
DNMR
Danimer Scientific
|
$20.22
05/18/2021
$3.74
02/24/2022
|
$2.20
01/20/2023
$2.20
01/20/2023
|
|
|
|
|
|||
|
IBM
IBM
|
$134.73 01/26/2022 | $142.77 01/18/2023 | 10.86% | Sold on 1/18/2023 | 4.55% |
IBM
IBM
|
$134.73
01/26/2022
|
$142.77
01/18/2023
|
|
|
|
|
|
|
TCNNF
Trulieve Cannabis
|
$10.23 11/01/2019 | $7.15 01/18/2023 | -30.11% | Sold on 1/18/2023 |
TCNNF
Trulieve Cannabis
|
$10.23
11/01/2019
|
$7.15
01/18/2023
|
|
|
|
|
||
|
TPIC
TPI Composites
|
$52.74 05/03/2021 | $10.98 01/05/2023 | -79.18% | Sold on 1/05/2023 |
TPIC
TPI Composites
|
$52.74
05/03/2021
|
$10.98
01/05/2023
|
|
|
|
|
||
|
VLDR
Velodyne Lidar
|
$16.11 03/01/2021 | $0.77 01/05/2023 | -95.21% | Sold on 1/05/2023 |
VLDR
Velodyne Lidar
|
$16.11
03/01/2021
|
$0.77
01/05/2023
|
|
|
|
|
||
|
MGA
Magna International
|
$70.28 01/27/2021 | $59.54 01/05/2023 | -10.27% | Sold on 1/05/2023 | 3.03% |
MGA
Magna International
|
$70.28
01/27/2021
|
$59.54
01/05/2023
|
|
|
|
|
|
|
KC
Kingsoft Cloud Holdings
|
$35.21 08/27/2020 | $5.14 01/05/2023 | -85.4% | Sold on 1/05/2023 |
KC
|
$35.21
08/27/2020
|
$5.14
01/05/2023
|
|
|
|
|
||
|
UBER
Uber Technologies
|
$36.30 01/27/2020 | $26.89 12/06/2022 | -25.92% | Sold on 12/06/2022 |
UBER
Uber Technologies
|
$36.30
01/27/2020
|
$26.89
12/06/2022
|
|
|
|
|
||
|
Z
Zillow Group
|
$43.96 04/30/2020 | $37.02 12/06/2022 | -15.79% | Sold on 12/06/2022 |
Z
Zillow Group
|
$43.96
04/30/2020
|
$37.02
12/06/2022
|
|
|
|
|
||
|
SI
Silvergate Capital
|
$72.26 05/25/2022 | $22.73 12/06/2022 | -68.54% | Sold on 12/06/2022 |
SI
Silvergate Capital
|
$72.26
05/25/2022
|
$22.73
12/06/2022
|
|
|
|
|
||
|
APTV
Aptiv PLC
|
$76.22 02/07/2019 | $99.24 12/06/2022 | 31.36% | Sold on 12/06/2022 |
APTV
Aptiv PLC
|
$76.22
02/07/2019
|
$99.24
12/06/2022
|
|
|
|
|
||
| $26.78 12/30/2020 | $20.06 07/26/2022 | -25.1% | Sold on 7/26/2022 |
PSTH
|
$26.78
12/30/2020
|
$20.06
07/26/2022
|
|
|
|
|
|||
|
PSFE
Paysafe
|
$18.36 02/04/2021 | $3.92 11/24/2021 | -78.65% | Sold on 11/24/2021 |
PSFE
Paysafe
|
$18.36
02/04/2021
|
$3.92
11/24/2021
|
|
|
|
|
||
|
VRRM
Verra Mobility
|
$12.56 06/27/2019 | $15.52 11/24/2021 | 23.57% | Sold on 11/24/2021 |
VRRM
Verra Mobility
|
$12.56
06/27/2019
|
$15.52
11/24/2021
|
|
|
|
|
||
|
QCOM
Qualcomm
|
$77.35 09/26/2019 | $185.85 11/18/2021 | 146.99% | Sold on 11/18/2021 | 1.46% |
QCOM
Qualcomm
|
$77.35
09/26/2019
|
$185.85
11/18/2021
|
|
|
|
|
|
|
SPLK
Splunk
|
$133.32 05/13/2019 | $136.62 11/18/2021 | 2.48% | Sold on 11/18/2021 |
SPLK
Splunk
|
$133.32
05/13/2019
|
$136.62
11/18/2021
|
|
|
|
|
||
|
VRM
Vroom
|
$49.14 09/24/2020 | $16.94 11/18/2021 | -65.53% | Sold on 11/18/2021 |
VRM
Vroom
|
$49.14
09/24/2020
|
$16.94
11/18/2021
|
|
|
|
|
||
|
ANGI
Angi
|
$14.91 07/23/2020 | $11.97 11/02/2021 | -19.72% | Sold on 11/02/2021 |
ANGI
Angi
|
$14.91
07/23/2020
|
$11.97
11/02/2021
|
|
|
|
|
||
|
ENS
EnerSys
|
$63.87 03/02/2020 | $82.94 09/08/2021 | 31.5% | Sold on 9/08/2021 | 0.85% |
ENS
EnerSys
|
$63.87
03/02/2020
|
$82.94
09/08/2021
|
|
|
|
|
|
|
GNRC
Generac Holdings
|
$98.32 12/04/2019 | $394.94 06/22/2021 | 301.69% | Sold on 6/22/2021 |
GNRC
Generac Holdings
|
$98.32
12/04/2019
|
$394.94
06/22/2021
|
|
|
|
|
||
|
MTZ
MasTec
|
$60.78 12/03/2020 | $103.19 06/22/2021 | 69.78% | Sold on 6/22/2021 |
MTZ
MasTec
|
$60.78
12/03/2020
|
$103.19
06/22/2021
|
|
|
|
|
||
|
COLD
Americold
|
$29.19 03/04/2019 | $39.13 06/11/2021 | 40.42% | Sold on 6/11/2021 | 2.24% |
COLD
Americold
|
$29.19
03/04/2019
|
$39.13
06/11/2021
|
|
|
|
|
|
|
SPWR
SunPower
|
$4.93 06/25/2020 | $43.41 01/21/2021 | 780.53% | Sold half on 1/21/2021 |
SPWR
SunPower
|
$4.93
06/25/2020
|
$43.41
01/21/2021
|
|
|
|
|
||
|
INSP
Inspire Medical Systems
|
$80.00 05/28/2020 | $189.43 12/15/2020 | 136.79% | Sold on 12/15/2020 |
INSP
|
$80.00
05/28/2020
|
$189.43
12/15/2020
|
|
|
|
|
||
|
SEDG
SolarEdge
|
$82.64 08/28/2019 | $271.01 10/06/2020 | 227.94% | Sold half on 10/6/2020 |
SEDG
SolarEdge
|
$82.64
08/28/2019
|
$271.01
10/06/2020
|
|
|
|
|
||
| $15.62 08/02/2019 | $149.67 09/01/2020 | 735.98% | Sold half on 7/15/2020 & the second half on 9/1/2020 |
TSLA
Tesla
TSLA
Tesla
|
$15.62
08/02/2019
$15.62
08/02/2019
|
$101.95
07/15/2020
$159.21
09/01/2020
|
|
|
|
|
|||
|
SEDG
SolarEdge
|
$82.64 08/28/2019 | $173.80 07/15/2020 | 110.31% | Sold half on 7/15/2020 |
SEDG
SolarEdge
|
$82.64
08/28/2019
|
$173.80
07/15/2020
|
|
|
|
|
||
|
EVBG
Everbridge
|
$78.64 05/31/2019 | $148.31 05/07/2020 | 88.59% | Sold on 5/7/2020 |
EVBG
Everbridge
|
$78.64
05/31/2019
|
$148.31
05/07/2020
|
|
|
|
|
||
|
CRAY
Cray
|
$26.26 04/25/2019 | $34.82 06/28/2019 | 32.6% | Sold on 6/28/2019 |
CRAY
Cray
|
$26.26
04/25/2019
|
$34.82
06/28/2019
|
|
|
|
|
||
|
IQ
IQIYI
|
$24.79 04/01/2019 | $18.00 06/04/2019 | -27.39% | Sold on 6/04/2019 |
IQ
IQIYI
|
$24.79
04/01/2019
|
$18.00
06/04/2019
|
|
|
|
|