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Investment Summary for 01/21/2025
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Name Shares
Held		 Valuation
Date		 Price per
Share		 Market
Value		 Percent of
Portfolio		 Actions
AbbVie Inc (ABBV) 50.0000 01/17/2025 171.5600 8,578.00  16.0% research, transactions
Akamai Technologies Inc (AKAM) 23.0000 01/17/2025 91.0100 2,093.23  3.9% research, transactions
Block Inc (SQ) 77.0000 01/17/2025 86.9600 6,695.92  12.5% research, transactions
Cvs Health Corp (CVS) 100.0000 01/17/2025 52.6200 5,262.00  9.8% research, transactions
D. R. Horton Inc. (DHI) 50.0000 01/17/2025 147.6500 7,382.50  13.8% research, transactions
Inmode Ltd (INMD) 5.0000 01/17/2025 16.7900 83.95  0.1% transactions
Meta Platforms Inc (META) 14.0000 01/17/2025 612.7700 8,578.78  16.0% transactions
Microsoft Corp (MSFT) 35.0000 01/17/2025 429.0300 15,016.05  28.0% research, transactions
 
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