Cumulative return you could actually have earned by copying them (blue) vs. the same dollars on the same days in SPY (amber). Every position is opened at the close of the session after the filing became public — not on the day they traded, which nobody could have known at the time. Each position is sized from the middle of its disclosed range — filings give a band, not a number. Returns are time-weighted, so money paid in is stripped out and only performance is left. Each vertical line is a notable disclosed buy / sell, tagged with the company logo (their biggest, earliest and most recent trades). A dotted line / ° is an options trade: we buy that many dollars of the underlying stock, since the filing gives no strike or expiry — which understates the real leverage rather than overstating it.
| Ticker | Amount | Traded | Disclosed | ||
|---|---|---|---|---|---|
| SELL | MAI Managed stock (private) | $50K–$100K | 2025-01-10 | 2025-02-07 | PDF → |
| SELL | MAI Managed Income Fund HN | $50K–$100K | 2024-11-19 | 2024-12-18 | PDF → |
| SELL | XB XBI
|
$15K–$50K | 2023-06-30 | 2024-08-06 LATE | PDF → |
| SELL | GB GBDC
|
$1K–$15K | 2023-06-30 | 2024-08-06 LATE | PDF → |
| SELL | BL BLK
|
$15K–$50K | 2023-06-30 | 2024-08-06 LATE | PDF → |
| SELL | TR TRP
|
$1K–$15K | 2023-06-23 | 2024-08-06 LATE | PDF → |
| SELL | 🔒Register for free to view | $1K–$15K | 2023-06-22 | 2024-08-06 LATE | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2023-06-19 | 2024-08-06 LATE | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2023-06-19 | 2024-08-06 LATE | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2023-06-19 | 2024-08-06 LATE | 🔒 |
| BUY | 🔒Register for free to view | $15K–$50K | 2022-07-14 | 2024-08-06 LATE | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2022-07-14 | 2024-08-06 LATE | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2022-07-12 | 2024-08-06 LATE | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2022-05-19 | 2022-06-09 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2022-05-19 | 2022-06-09 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2022-05-17 | 2022-06-09 | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2021-09-14 | 2021-09-30 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2021-09-14 | 2021-09-30 | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2020-12-11 | 2021-07-27 LATE | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2020-12-09 | 2021-07-27 LATE | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2020-12-09 | 2021-07-27 LATE | 🔒 |
| SELL | 🔒Register for free to view | $1K–$15K | 2020-12-02 | 2021-07-27 LATE | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2020-07-02 | 2021-07-27 LATE | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2020-06-26 | 2021-07-27 LATE | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2020-06-26 | 2021-07-27 LATE | 🔒 |
| SELL | 🔒Register for free to view | $15K–$50K | 2020-06-26 | 2021-07-27 LATE | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2020-06-08 | 2021-07-27 LATE | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2020-06-08 | 2021-07-27 LATE | 🔒 |
| BUY | 🔒Register for free to view | $50K–$100K | 2020-03-26 | 2021-07-27 LATE | 🔒 |
| BUY | 🔒Register for free to view | $1K–$15K | 2020-03-11 | 2021-07-27 LATE | 🔒 |
Every disclosed stock/ETF buy minus every disclosed sell, marked to today (Sep 14, 2026) — our best estimate of what Joyce still holds (options and bonds aren't counted). A recent tag means they've traded that name in the last 18 months, so it's more likely still current; the rest could have been sold in a filing we haven't matched.
| Ticker | Est. value | Weight | Return on lots held | 1st buy | Last trade | |
|---|---|---|---|---|---|---|
IW IWF |
$754K | 36.4% | +328.2% | Jul 2017 | Jun 2023 | |
VC VCSH |
$282K | 13.6% | +19.3% | May 2019 | Jul 2022 | |
VE VEA |
$139K | 6.7% | +122.9% | Jul 2017 | Jun 2019 | |
SP SPY |
$131K | 6.3% | +179.8% | Jul 2017 | Jun 2020 | |
VO VONE |
$128K | 6.2% | +80.5% | Jul 2021 | Mar 2020 | |
QQ QQQ |
$116K | 5.6% | +304.5% | May 2019 | Jan 2019 | |
KB KBE |
$82K | 4.0% | +92.0% | Jul 2017 | Jun 2020 | |
| 🔒Register for free to view | $68K | 3.3% | +118.7% | Jul 2020 | Jul 2019 | |
| 🔒Register for free to view | $68K | 3.3% | +117.9% | Jul 2020 | Jul 2019 | |
| 🔒Register for free to view | $39K | 1.9% | +178.1% | May 2019 | Jun 2023 | |
| 🔒Register for free to view | $39K | 1.9% | +228.5% | Jul 2017 | Dec 2018 | |
| 🔒Register for free to view | $29K | 1.4% | +280.6% | Jul 2017 | Jul 2017 | |
| 🔒Register for free to view | $29K | 1.4% | +155.2% | Jul 2020 | Jun 2020 | |
| 🔒Register for free to view | $20K | 1.0% | +157.0% | Jul 2017 | Jan 2017 | |
| 🔒Register for free to view | $19K | 0.9% | +140.9% | Jul 2017 | Jul 2017 | |
| 🔒Register for free to view | $14K | 0.7% | +21.0% | Dec 2025 | Mar 2017 | |
| 🔒Register for free to view | $14K | 0.7% | +80.8% | Jul 2020 | Sep 2021 | |
| 🔒Register for free to view | $14K | 0.7% | +105.6% | Jul 2020 | Jun 2020 | |
| 🔒Register for free to view | $13K | 0.6% | +241.6% | Jul 2020 | Jan 2019 | |
| 🔒Register for free to view | $10K | 0.5% | +35.1% | Jul 2017 | Jul 2017 | |
| 🔒Register for free to view | $10K | 0.5% | +146.8% | Jul 2020 | Dec 2019 | |
| 🔒Register for free to view | $9K | 0.4% | +135.6% | Jul 2020 | Dec 2019 | |
| 🔒Register for free to view | $9K | 0.4% | +135.3% | Jun 2022 | May 2022 | |
| 🔒Register for free to view | $8K | 0.4% | +106.5% | May 2019 | Mar 2018 | |
| 🔒Register for free to view | $8K | 0.4% | +115.5% | Jul 2021 | May 2022 | |
| 🔒Register for free to view | $7K | 0.3% | +80.4% | May 2019 | Mar 2018 | |
| 🔒Register for free to view | $7K | 0.3% | -42.7% | Jul 2017 | Mar 2018 | |
| 🔒Register for free to view | $3K | 0.2% | +33.7% | May 2019 | Jun 2023 |
| # | Type | Filed | Trades in it | Filing |
|---|---|---|---|---|
| 1 | Annual | 2026-08-13 32d ago | — | PDF → |
| 2 | Annual | 2025-08-13 397d ago | — | PDF → |
| 3 | PTR | 2025-02-07 584d ago | 1 | PDF → |
| 4 | PTR | 2024-12-18 635d ago | 1 | PDF → |
| 5 | Annual | 2024-08-12 763d ago | — | PDF → |
| 6 | PTR | 2024-08-06 769d ago | 11 | PDF → |
| 7 | Annual | 2023-08-12 1129d ago | — | 🔒Register for free to view |
| 8 | Annual | 2022-08-12 1494d ago | — | 🔒Register for free to view |
| 9 | PTR | 2022-06-09 1558d ago | 1 | 🔒Register for free to view |
| 10 | PTR | 2022-06-09 1558d ago | 2 | 🔒Register for free to view |
| 11 | PTR | 2021-09-30 1810d ago | 2 | 🔒Register for free to view |
| 12 | Annual | 2021-07-30 1872d ago | — | 🔒Register for free to view |
| 13 | PTR | 2021-07-27 1875d ago | 15 | 🔒Register for free to view |
| 14 | Annual | 2020-08-26 2210d ago LATE | — | 🔒Register for free to view |
| 15 | PTR | 2020-07-30 2237d ago | 27 | 🔒Register for free to view |
| 16 | Annual | 2019-06-13 2650d ago | — | 🔒Register for free to view |
| 17 | PTR | 2019-05-08 2686d ago | 60 | 🔒Register for free to view |
| 18 | Annual | 2018-06-14 3014d ago | — | 🔒Register for free to view |
| 19 | PTR | 2017-07-26 3337d ago | 33 | 🔒Register for free to view |
| 20 | Annual | 2017-06-21 3372d ago | — | 🔒Register for free to view |
| 21 | Annual | 2016-06-02 3756d ago | — | 🔒Register for free to view |
| 22 | Annual | 2015-07-14 4080d ago | — | 🔒Register for free to view |
| 23 | Annual | 2014-06-12 4477d ago | — | 🔒Register for free to view |
| 24 | Annual | 2013-05-15 4870d ago | — | 🔒Register for free to view |
| 25 | Annual | 2012-10-17 5080d ago | — | 🔒Register for free to view |
Source: the U.S. House Clerk, Periodic Transaction Reports. Filings are a legal disclosure, not a recommendation, and can lag the actual trade by up to 45 days. Not investment advice.