RESTRICTED
// NOT FOR PUBLIC DISTRIBUTION
Investor process file
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 flag | deferred |
| Process adherence | 94 / 100 |