RESTRICTED
// NOT FOR PUBLIC DISTRIBUTION

Investor process file

StocksFin · Field report · Clearance: waitlist

Subject runs a concentrated book of   equity positions under a written constitution.

Tips are rejected until they survive   gates. Cousin’s group chat is not a thesis.

Realized capital gains are tracked lot-by-lot. Estimated tax uses subject’s own   rates — not a brokerage PDF dump.

Excerpt — closed positions (redacted)

████ / sold 
META / LT gain 
████ / wash flagdeferred
Process adherence94 / 100