US−0.2%

EU+0.4%

JP−0.1%

CN+0.4%

EM−0.1%

FID 401k

Synced

Portfolio by @liam

ConcentratedBuy & holdSmall caps

Compare

Jun 22Since Jun 22 · verified?

-31.8%-31.79%

+0.3%+0.33%

-21.2%-21.24%

YTD

-31.8%-31.79%

P/E

···

Holdings

DDI+3.9%

BMBL-6.6%

GRSD+12.1%

ANF+20.7%

NNDM+13.8%

CROX+5.0%

SIRI+5.4%

PTALF+4.9%

PDD+18.7%

LNSR+1.9%

SIG+7.2%

HPQ+23.2%

LULU+6.1%

OMC+12.9%

WU-5.0%

MAPS+6.3%

16 positions

Performance

Reconstructing the story…

Holdings

All16 Stocks16 Options0 Shorts0 Crypto0

›Stocks & ETFs16

Symbol	Price	Held

Return attribution · YTD

What drove your return this window — Jan 1 – today. Realized closes + open positions, each weighted by what you actually held during the window.

Top contributors

DDI
+98,189.25%
CROX
+14,559.00%
SIRI
+8,755.69%

Recent trends · Trailing 1 year

Where capital moved over the last 12 months — names added to or newly opened vs. trimmed or exited. Bigger bar = more money moved.

Adding & building

Daily returns

Daily returns · trailing 12 months

−5.4%+5.4%

Composition

Asset class

Stocks100%

Geography

US57%

ADR (US-listed foreign)43%

Market cap

Small ($300M–$2B)63%

Micro (<$300M)17%

Trading stats

Win rate

—

Realized P&L

+$0.00

Best trade

+$0.00

CPRX +0.0%

Worst trade

+$0.00

CPRX +0.0%

Avg win

—

Avg loss

—

Max drawdown

-35.85%

Sharpe

-2.76

Risk-adjusted return

Sortino

-2.84

Downside-only deviation

Calmar

—

Return ÷ |max drawdown|

Moves

Every buy and sell, straight from the ledger

Symbol	Date	Side	Note
Cash	7/31/2026	DEPOSIT
GAMB	7/24/2026broker	SELL	Auto-close: position no longer at broker (broker-quote-cache).
GRSD	7/24/2026broker	BUY
CPRX	7/16/2026broker	SELL	Auto-close: position no longer at broker (broker-quote-cache).
Cash	7/9/2026	DEPOSIT
Cash	7/1/2026	DEPOSIT
Cash	6/30/2026	DEPOSIT
Cash	6/30/2026	DEPOSIT
LULU	6/27/2026broker	BUY
WU	6/27/2026broker	BUY
SIG	6/27/2026broker	BUY
PTALF	6/27/2026broker	BUY
CROX	6/27/2026broker	BUY
HPQ	6/27/2026broker	BUY
PDD	6/27/2026broker	BUY
Cash	6/27/2026broker	DEPOSIT
MAPS	6/27/2026broker	BUY
ANF	6/27/2026broker	BUY
FDRXX	6/27/2026broker	BUY
BMBL	6/27/2026broker	BUY
CPRX	6/27/2026broker	BUY
DDI	6/27/2026broker	BUY
OMC	6/27/2026broker	BUY
GAMB	6/27/2026broker	BUY
LNSR	6/27/2026broker	BUY
NNDM	6/27/2026broker	BUY
SIRI	6/27/2026broker	BUY
Cash	5/29/2026	DEPOSIT
Cash	5/27/2026	DEPOSIT
Cash	5/22/2026	DEPOSIT
Cash	4/30/2026	DEPOSIT
Cash	4/9/2026	DEPOSIT
Cash	4/1/2026	DEPOSIT
Cash	3/31/2026	DEPOSIT
Cash	3/31/2026	DEPOSIT
Cash	2/27/2026	DEPOSIT
Cash	2/27/2026	DEPOSIT
Cash	2/24/2026	DEPOSIT
Cash	2/24/2026broker	DEPOSIT
Cash	1/30/2026	DEPOSIT
Cash	1/9/2026	DEPOSIT
Cash	1/2/2026	DEPOSIT
Cash	12/31/2025	DEPOSIT
Cash	12/31/2025	DEPOSIT
Cash	12/23/2025	DEPOSIT
Cash	12/23/2025	DEPOSIT
Cash	11/28/2025	DEPOSIT
Cash	11/25/2025	DEPOSIT
Cash	11/21/2025	DEPOSIT
Cash	11/6/2025	DEPOSIT
Cash	10/31/2025	DEPOSIT
Cash	10/29/2025	DEPOSIT
Cash	10/6/2025	DEPOSIT
Cash	10/1/2025	DEPOSIT
Cash	9/30/2025	DEPOSIT
Cash	9/30/2025	DEPOSIT
Cash	9/16/2025	DEPOSIT
Cash	9/5/2025	DEPOSIT
Cash	9/5/2025broker	DEPOSIT
Cash	8/29/2025	DEPOSIT
Cash	8/22/2025broker	DEPOSIT

Buys · 18

GRSDGrandstand LimitedJul 16, 2026, 8:00 AM ET
Added 11.1% to position at $1.84. GRSD is now 30.5% of portfolio. · avg now $5.02
GRSDGrandstand LimitedJun 30, 2026, 8:00 AM ET
Added 3.4% to position at $2.14. GRSD is now 29.6% of portfolio. · avg now $5.02
BMBLBumbleJun 30, 2026, 8:00 AM ET
Added 3.3% to position at $3.17. BMBL is now 16.7% of portfolio. · avg now $2.89
BMBLBumbleVerified historyMay 15, 2026, 8:00 AM ET
Added 1.7% to position at $3.18. BMBL is now 16.3% of portfolio. · avg now $2.89
DDIDoubleDown Interactive Co., Ltd. American Depository SharesVerified historyApr 28, 2026, 8:00 AM ET
Added 39.1% to position at $10.79. DDI is now 26.1% of portfolio. · avg now $9.69 (5 buys combined)
MAPSWM TECHNOLOGY INC ANewVerified historyApr 22, 2026, 8:00 AM ET
Opened a new position at $0.37. MAPS is now 0.7% of portfolio. · avg now $0.37
BMBLBumbleVerified historyApr 16, 2026, 8:00 AM ET
Added 0.6% to position at $4.12. BMBL is now 16.1% of portfolio. · avg now $2.89
LNSRLENSARVerified historyApr 16, 2026, 8:00 AM ET
Added 448.8% to position at $6.21. LNSR is now 2.4% of portfolio. · avg now $6.94 (3 buys combined)
GRSDGrandstand LimitedVerified historyApr 16, 2026, 8:00 AM ET
Added 2.4% to position at $3.75. GRSD is now 29.2% of portfolio. · avg now $5.02
LNSRLENSARNewVerified historyMar 16, 2026, 8:00 AM ET
Opened a new position at $10.24. LNSR is now 0.6% of portfolio. · avg now $6.94 (2 buys combined)
DDIDoubleDown Interactive Co., Ltd. American Depository SharesVerified historyMar 16, 2026, 8:00 AM ET
Added 6.7% to position at $8.46. DDI is now 18.1% of portfolio. · avg now $9.69
GRSDGrandstand LimitedVerified historyMar 16, 2026, 8:00 AM ET
Added 6.3% to position at $4.01. GRSD is now 28.3% of portfolio. · avg now $5.02
BMBLBumbleVerified historyMar 10, 2026, 8:00 AM ET
Added 50.0% to position at $2.80. BMBL is now 15.2% of portfolio. · avg now $2.89 (2 buys combined)
GRSDGrandstand LimitedVerified historyMar 10, 2026, 8:00 AM ET
Added 14.3% to position at $4.10. GRSD is now 25.9% of portfolio. · avg now $5.02
BMBLBumbleNewVerified historyMar 9, 2026, 8:00 AM ET
Opened a new position at $2.91. BMBL is now 9.8% of portfolio. · avg now $2.89
SIGSignet Jewelers LimitedVerified historyFeb 24, 2026, 7:00 AM ET
Added 0.3% to position at $93.71. SIG is now 2.2% of portfolio. · avg now $92.28
GRSDGrandstand LimitedVerified historyFeb 23, 2026, 7:00 AM ET
Added 32.8% to position at $4.13. GRSD is now 31.6% of portfolio. · avg now $5.02 (2 buys combined)
GRSDGrandstand LimitedVerified historyFeb 18, 2026, 7:00 AM ET
Added 2.3% to position at $4.30. GRSD is now 27.5% of portfolio. · avg now $5.02

Sells · 14

CPRXClosedheld 11moJul 15, 2026, 8:00 AM ET
Closed the position at $31.50 for a 56.3% gain. (2 sales combined)
CPRXheld 10moJun 26, 2026, 8:00 AM ET
Sold 23.1% of position at $31.44 for a 56.0% gain. CPRX is now 1.2% of portfolio.
CPRXheld 10mo

Imported baseline

GRSDImportedStarting position on record when tracking began · 10.6% of portfolioJul 24, 2026, 5:14 AM ET
LULUImportedStarting position on record when tracking began · 1.5% of portfolioJun 27, 2026, 6:56 PM ET
WUImportedStarting position on record when tracking began · 1.2% of portfolioJun 27, 2026, 6:56 PM ET
SIGImportedStarting position on record when tracking began · 1.7% of portfolioJun 27, 2026, 6:56 PM ET
PTALFImportedStarting position on record when tracking began · 2.3% of portfolio

Position changes and gains are shown as percentages of the position — never dollar amounts or share counts. Moves tagged “Verified history” are broker-recorded fills recovered by track-record verification. “Imported” rows are positions already held when tracking began — a baseline, not a trade decision. Showing the most recent 50 moves.

MAPSWM Technology Inc - WM Technology Inc -	$0.41	4mo	0.9%	$0.41+17.41%	+6.3%	1.1%	+17.41%	+6.3%
WUWestern Union Western Union	$7.16	11mo	1.5%	$7.16-1.38%	-5.0%	1.7%	-1.38%	-5.0%
OMCOmnicom Omnicom	$82.51	11mo	1.6%	$82.51+0.98%	+12.9%	2.2%	+0.98%	+12.9%
LULUlululemon athletica lululemon athletica	$124.73	11mo	1.7%	$124.73+0.99%	+6.1%	2.3%	+0.99%	+6.1%
HPQHP HP	$28.18	11mo	1.5%	$28.18-1.19%	+23.2%	2.3%	-1.19%	+23.2%
SIGSignet Jewelers Signet Jewelers	$93.88	11mo	2.0%	$93.88-2.79%	+7.2%	2.6%	-2.79%	+7.2%
LNSRLensar Lensar	$5.74	4mo	2.3%	$5.74-1.63%	+1.9%	2.9%	-1.63%	+1.9%
PDDPDD PDD	$90.85	11mo	2.3%	$90.85-0.10%	+18.7%	3.3%	-0.10%	+18.7%
PTALFPetroTal PetroTal	$0.34	8mo	2.7%	$0.34+5.49%	+4.9%	3.4%	+5.49%	+4.9%
SIRISirius XM Sirius XM	$29.88	11mo	2.8%	$29.88-2.67%	+5.4%	3.6%	-2.67%	+5.4%
CROXCrocs Crocs	$134.18	11mo	2.8%	$134.18-2.29%	+5.0%	3.6%	-2.29%	+5.0%
NNDMNano Dimension Nano Dimension	$1.57	11mo	3.2%	$1.57+0.64%	+13.8%	4.4%	+0.64%	+13.8%
ANFAbercrombie & Fitch Abercrombie & Fitch	$110.48	11mo	3.4%	$110.48+0.94%	+20.7%	5.0%	+0.94%	+20.7%
GRSDGrandstand Limited Grandstand Limited	$1.90	6mo	12.5%	$1.90-5.72%	+12.1%	17.1%	-5.72%	+12.1%
BMBLBumble Bumble	$2.85	5mo	21.4%	$2.85-6.41%	-6.6%	24.4%	-6.41%	-6.6%
DDIDoubleDown Interactive Co., Ltd. Sponsored DoubleDown Interactive Co., Ltd. Sponsored	$11.90	9mo	37.6%	$11.90-0.25%	+3.9%	47.8%	-0.25%	+3.9%

FID 401k

Performance

Holdings

Top contributors

Adding & building

Daily returns · trailing 12 months

Composition

Moves

Events

Valuations

Discussion

Top detractors

Trimming & exiting

Activity feed

Portfolio History

Performance

Moves