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Investment Summary for 02/21/2025
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Name Shares
Held		 Valuation
Date		 Price per
Share		 Market
Value		 Percent of
Portfolio		 Actions
AbbVie Inc (ABBV) 50.0000 02/20/2025 200.8800 10,044.00  17.9% research, transactions
Akamai Technologies Inc (AKAM) 23.0000 02/20/2025 98.0300 2,254.69  4.0% research, transactions
Block Inc (XYZ) 77.0000 02/20/2025 83.0400 6,394.08  11.4% transactions
Cvs Health Corp (CVS) 100.0000 02/20/2025 65.0900 6,509.00  11.6% research, transactions
D. R. Horton Inc. (DHI) 50.0000 02/20/2025 128.6800 6,434.00  11.5% research, transactions
Inmode Ltd (INMD) 5.0000 02/20/2025 18.9700 94.85  0.2% transactions
Meta Platforms Inc (META) 14.0000 02/20/2025 694.8400 9,727.76  17.4% transactions
Microsoft Corp (MSFT) 35.0000 02/20/2025 416.1300 14,564.55  26.0% research, transactions
 
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