John Boozman
Trades
334
180 buy / 154 sell
Buy Win Rate
65%
170 buy trades scored
Avg. Buy Return
+14.1%
Dollar-weighted avg
vs S&P 500
+6.1%
Same holding periods
Trading Performance
Based on 170 buys scored
Avg. Buy Return+14.1%
S&P 500 (same periods)+7.9%
Alpha vs S&P 500+6.1%
Buy Win Rate65%
Sell Timing69%
Buy / Sell Trades45 / 34
Buy/Sell Ratio1.3x
Returns compare each buy trade against SPY over the same holding period. Based on monthly price data. Congressional disclosures can be delayed up to 45 days. Not financial advice.
Trade History
334 trades disclosed
GOOGL
Alphabet Cl A
Type:
Buy
Date
Sep 17, 2025
DVN
Devon Energy Corporation Common Stock
Type:
Buy
Date
Apr 9, 2026
CEG
Constellation Energy Corporation - Common Stock When-Issued
Type:
Buy
Date
Apr 2, 2026
TB
TBLL
Invesco Short Term Treasury ETF
Type:
Sell
Date
Apr 2, 2026
FT
FTGC
First Trust Global Tactical Commodity Strategy Fund
Type:
Buy
Date
Mar 19, 2026
ARES
Ares Management Corporation Class A Common Stock
Type:
Buy
Date
Mar 13, 2026
MSFT
Microsoft Corporation - Common Stock
Type:
Buy
Date
Mar 5, 2026
TP
TPYP
Tortoise North American Pipeline Fund
Type:
Sell
Date
Mar 20, 2026
SP
SPYM
Tradr 2X Long SPY Monthly ETF
Type:
Buy
Date
Mar 20, 2026
JNJ
Johnson & Johnson Common Stock
Type:
Sell
Date
Mar 19, 2026
BB
BBEU
JPMorgan BetaBuilders Europe ETF
Type:
Sell
Date
Mar 19, 2026
VE
VEA
Vanguard Developed Markets Index Fund - ETF Shares
Type:
Buy
Date
Mar 19, 2026
NVDA
NVIDIA Corporation - Common Stock
Type:
Buy
Date
Mar 19, 2026
JM
JMBS
Janus Henderson Mortgage-Backed Securities ETF
Type:
Sell
Date
Feb 6, 2026
SH
SHY
iShares 1-3 Year Treasury
Type:
Sell
Date
Feb 6, 2026
MB
MBB
iShares MBS ETF
Type:
Sell
Date
Feb 6, 2026
AG
AGZ
iShares Agency
Type:
Sell
Date
Feb 6, 2026
TL
TLH
iShares 10-20 Year Treasury
Type:
Buy
Date
Feb 6, 2026
EM
EMB
iShares J.P. Morgan USD Emerging Markets
Type:
Buy
Date
Feb 6, 2026
DB
DBLEX
DoubleLine Emerging Markets Fixed Income Fund - Class I
Type:
Sell
Date
Feb 6, 2026
UBER
Uber Technologies, Inc. Common Stock
Type:
Buy
Date
Feb 6, 2026
IE
IEF
iShares 7-10 Year Treasury
Type:
Buy
Date
Feb 6, 2026
CM
CMBS
iShares CMBS ETF
Type:
Buy
Date
Feb 6, 2026
PG
Procter & Gamble Company (The) Common Stock
Type:
Sell
Date
Feb 26, 2026
NTAP
NetApp, Inc. - Common Stock
Type:
Buy
Date
Feb 27, 2026
AMAT
Applied Materials, Inc. - Common Stock
Type:
Sell
Date
Feb 27, 2026
UNP
Union Pacific Corporation Common Stock
Type:
Sell
Date
Feb 19, 2026
KR
Kroger Company (The) Common Stock
Type:
Buy
Date
Feb 26, 2026
ADBE
Adobe Inc. - Common Stock
Type:
Sell
Date
Feb 13, 2026
MSFT
Microsoft Corporation - Common Stock
Type:
Buy
Date
Feb 13, 2026
GI
GIGB
Goldman Sachs Access Investment Grade Corporate
Type:
Buy
Date
Feb 6, 2026
XT
XTWO
BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
Type:
Buy
Date
Feb 6, 2026
DIS
Walt Disney Company
Type:
Buy
Date
Jan 8, 2026
MU
Micron Technology
Type:
Sell
Date
Jan 8, 2026
XOM
Exxon Mobil Corp
Type:
Buy
Date
Jan 8, 2026
LRCX
Lam Research Corp
Type:
Sell
Date
Jan 8, 2026
NFLX
Netflix Inc
Type:
Buy
Date
Jan 8, 2026
V
Visa Inc
Type:
Buy
Date
Jan 15, 2026
UNP
Union Pacific Corp
Type:
Sell
Date
Jan 29, 2026
PYPL
Paypal Holdings
Type:
Buy
Date
Jan 29, 2026
ETN
Eaton Corp
Type:
Buy
Date
Jan 29, 2026
OMC
Omnicom Group Inc
Type:
Sell
Date
Jan 29, 2026
IV
IVW
iShares S&P 500 Growth ETF
Type:
Sell
Date
Jan 29, 2026
CVS
CVS Corp
Type:
Buy
Date
Jan 29, 2026
CAT
Caterpillar Inc
Type:
Buy
Date
Jan 29, 2026
FISV
Fiserv Inc
Type:
Sell
Date
Jan 29, 2026
DXCM
Dexcom Inc
Type:
Buy
Date
Jan 26, 2026
MU
Micron Technology
Type:
Sell
Date
Jan 26, 2026
MD
MDY
SPDR S&P MidCap 400 ETF Trust
Type:
Sell
Date
Jan 23, 2026
IW
IWM
iShares Russell 2000 ETF
Type:
Sell
Date
Jan 23, 2026
PA
PALL
abrdn Physical Palladium Shares ETF
Type:
Sell
Date
Jan 23, 2026
LI
LITP
Sprott Lithium Miners ETF
Type:
Buy
Date
Jan 23, 2026
JM
JMBS
Janus Henderson Mortgage-Backed Securities ETF
Type:
Buy
Date
Jan 23, 2026
MB
MBB
iShares MBS ETF
Type:
Buy
Date
Jan 23, 2026
TB
TBLL
Invesco Short Term Treasury ETF
Type:
Buy
Date
Jan 23, 2026
FT
FTGC
First Trust Global Tactical Commodity Strategy Fun
Type:
Buy
Date
Jan 23, 2026
EI
EIPI
First Trust Exchange-Traded Fund VIII FT Energy In
Type:
Buy
Date
Jan 23, 2026
SP
SPYM
SPYM
Type:
Sell
Date
Jan 23, 2026
SL
SLV
iShares Silver Trust
Type:
Sell
Date
Jan 23, 2026
PP
PPLT
abrdn Physical Platinum Shares ETF
Type:
Sell
Date
Jan 23, 2026
VN
VNQI
Vanguard Global ex-U.S. Real Estate ETF
Type:
Buy
Date
Jan 23, 2026
TP
TPYP
Tortoise Capital Series Trust Tortoise North Ameri
Type:
Buy
Date
Jan 23, 2026
RN
RNWGX
New World Fund Inc. Cl R-6
Type:
Buy
Date
Jan 23, 2026
IV
IVV
iShares Core S&P 500 ETF
Type:
Buy
Date
Jan 23, 2026
CM
CMBS
iShares CMBS
Type:
Buy
Date
Jan 23, 2026
GI
GIGB
Goldman Sachs Access Investment Grade Corporate Bo
Type:
Buy
Date
Jan 23, 2026
GE
GEM
Goldman Sachs ActiveBeta Emerging Markets Equity E
Type:
Buy
Date
Jan 23, 2026
AAPL
Apple Inc
Type:
Buy
Date
Jan 15, 2026
OMC
Omnicom Group Inc
Type:
Sell
Date
Jan 15, 2026
SMCI
Super Micro Computer, Inc. - Common Stock
Type:
Sell
Date
Dec 31, 2025
IV
IVW
iShares S&P 500 Growth ETF
Type:
Buy
Date
Dec 31, 2025
IJ
IJR
iShares Core S&P Small-Cap ETF
Type:
Buy
Date
Dec 26, 2025
KR
KRE
SPDR S&P Regional Banking ETF
Type:
Sell
Date
Dec 26, 2025
SL
SLV
iShares Silver Trust
Type:
Sell
Date
Dec 24, 2025
PA
PALL
abrdn Physical Palladium Shares ETF
Type:
Sell
Date
Dec 24, 2025
SP
SPLG
State Street SPDR Portfolio S&P 500 ETF
Type:
Buy
Date
Dec 24, 2025
PP
PPLT
abrdn Physical Platinum Shares ETF
Type:
Sell
Date
Dec 24, 2025
MSI
Motorola Solutions, Inc. Common Stock
Type:
Sell
Date
Dec 17, 2025
BSX
Boston Scientific Corp
Type:
Sell
Date
Dec 17, 2025
WFC
Wells Fargo & Company
Type:
Buy
Date
Dec 17, 2025
MSFT
Microsoft Corp
Type:
Buy
Date
Dec 17, 2025
AAPL
Apple Inc
Type:
Buy
Date
Dec 17, 2025
TB
TBLL
Invesco Short Term Treasury ETF
Type:
Sell
Date
Dec 11, 2025
SMCI
Super Micro Computer
Type:
Buy
Date
Dec 11, 2025
ANET
Arista Networks, Inc. Common Stock
Type:
Buy
Date
Dec 11, 2025
LLY
Eli Lilly and Company
Type:
Sell
Date
Nov 21, 2025
IV
IVV
iShares Core S&P 500 ETF
Type:
Sell
Date
Nov 21, 2025
FISV
Fiserv Inc
Type:
Sell
Date
Nov 21, 2025
FT
FTGC
First Trust Global Tactical Commodity Strategy Fun
Type:
Sell
Date
Nov 21, 2025
EI
EIPI
First Trust Exchange-Traded Fund VIII FT Energy In
Type:
Sell
Date
Nov 21, 2025
PYPL
Paypal Holdings
Type:
Buy
Date
Nov 21, 2025
VE
VEA
Vanguard FTSE Developed Markets ETF
Type:
Sell
Date
Nov 21, 2025
CM
CMBS
iShares CMBS
Type:
Buy
Date
Nov 21, 2025
MB
MBB
iShares MBS ETF
Type:
Buy
Date
Nov 21, 2025
GI
GIGB
Goldman Sachs Access Investment Grade Corporate Bo
Type:
Buy
Date
Nov 21, 2025
IW
IWM
iShares Russell 2000 ETF
Type:
Sell
Date
Nov 21, 2025
VN
VNQI
Vanguard Global ex-U.S. Real Estate ETF
Type:
Sell
Date
Nov 21, 2025
MD
MDY
S&P Midcap 400 SPDR
Type:
Buy
Date
Nov 21, 2025
JM
JMBS
Janus Henderson Mortgage-Backed Securities ETF
Type:
Buy
Date
Nov 21, 2025
WW
WWSYX
Westwood Smallcap Fund Class Y
Type:
Buy
Date
Nov 20, 2025
RN
RNWAX
American Funds - New World Fund Inc Class R-1 Sh
Type:
Sell
Date
Nov 20, 2025
EF
EFA
iShares MSCI EAFE ETF
Type:
Sell
Date
Nov 20, 2025
GE
GEM
Goldman Sachs ActiveBeta Emerging Markets Equity E
Type:
Sell
Date
Nov 20, 2025
ANET
Arista Networks Inc
Type:
Buy
Date
Nov 13, 2025
META
META
Type:
Buy
Date
Nov 13, 2025
CRM
Salesforce Inc
Type:
Sell
Date
Nov 13, 2025
AMZN
Amazon.com Inc
Type:
Buy
Date
Nov 13, 2025
AA
AAXJ
iShares MSCI All Country Asia ex Japan ETF
Type:
Sell
Date
Nov 6, 2025
VW
VWO
Vanguard FTSE Emerging Markets ETF
Type:
Buy
Date
Nov 6, 2025
VE
VEA
Vanguard FTSE Developed Markets ETF
Type:
Buy
Date
Nov 6, 2025
TP
TPYP
Tortoise North Amer Pipeline Fund
Type:
Sell
Date
Nov 21, 2025
SL
SLV
iShares Silver Trust
Type:
Sell
Date
Oct 3, 2025
TP
TPYP
Tortoise North American Pipeline ETF
Type:
Sell
Date
Nov 3, 2025
META
Meta Platforms Inc
Type:
Buy
Date
Oct 31, 2025
OMC
Omnicom Group Inc
Type:
Sell
Date
Oct 31, 2025
COST
Costco Wholesale
Type:
Buy
Date
Oct 9, 2025
CL
COLGATE PALMOLIVE LTD.
Type:
Sell
Date
Oct 9, 2025
UR
URNM
Sprott Uranium Miners ETF
Type:
Sell
Date
Oct 3, 2025
LI
LITP
Sprott Lithium Miners ETF
Type:
Sell
Date
Oct 3, 2025
EM
EMLP
First Trust North American Energy Infrastructure F
Type:
Sell
Date
Oct 3, 2025
FT
FTGC
First Trust Global Tactical Commodity Strategy Fun
Type:
Buy
Date
Oct 3, 2025
EI
EIPI
First Trust Exchange-Traded Fund VIII FT Energy In
Type:
Buy
Date
Oct 3, 2025
IQV
Iqvia Holdings Inc
Type:
Sell
Date
Oct 2, 2025
MU
Micron Technology
Type:
Sell
Date
Sep 17, 2025
MB
MBB
iShares MBS ETF
Type:
Sell
Date
Sep 16, 2025
SC
SCHP
Schwab U.S. TIPS ETF
Type:
Buy
Date
Sep 16, 2025
IE
IEF
iShares 7-10 Year Treasury
Type:
Buy
Date
Sep 16, 2025
SH
SHY
iShares 1-3 Year Treasury
Type:
Buy
Date
Sep 16, 2025
AG
AGZ
iShares Agency
Type:
Sell
Date
Sep 16, 2025
GI
GIGB
Goldman Sachs Access Investment Grade Corporate Bo
Type:
Sell
Date
Sep 16, 2025
IE
IEI
iShares 3-7 Year Treasury
Type:
Buy
Date
Sep 16, 2025
JM
JMBS
Janus Henderson Mortgage-Backed Securities ETF
Type:
Sell
Date
Sep 16, 2025
CM
CMBS
iShares CMBS
Type:
Sell
Date
Sep 16, 2025
TL
TLT
iShares 20+ Year Treasury
Type:
Sell
Date
Sep 16, 2025
ORCL
Oracle Corp
Type:
Sell
Date
Sep 12, 2025
ETN
Eaton Corp
Type:
Buy
Date
Sep 12, 2025
ADBE
Adobe Systems Inc
Type:
Buy
Date
Sep 4, 2025
WW
WWSYX
Westwood Smallcap Fund Class Y
Type:
Buy
Date
Aug 1, 2025
MU
Micron Technology
Type:
Sell
Date
Aug 22, 2025
ABBV
Abbvie Inc
Type:
Sell
Date
Aug 22, 2025
NVDA
Nvidia Corp
Type:
Buy
Date
Aug 22, 2025
LLY
Eli Lilly and Company
Type:
Buy
Date
Aug 22, 2025
EM
EMRZX
Emerging Markets Fund Class Z
Type:
Sell
Date
Aug 14, 2025
RN
RNWGX
New World Fund Inc. Cl R-6
Type:
Buy
Date
Aug 14, 2025
ABBV
Abbvie Inc
Type:
Sell
Date
Aug 11, 2025
LLY
Eli Lilly and Company
Type:
Buy
Date
Aug 11, 2025
AMD
Advanced Micro Devices, Inc. - Common Stock
Type:
Buy
Date
Aug 7, 2025
EM
EMRZX
Emerging Markets Fund Class Z
Type:
Sell
Date
Aug 7, 2025
RN
RNWGX
New World Fund Inc. Cl R-6
Type:
Buy
Date
Aug 7, 2025
IW
IWM
iShares Russell 2000 ETF
Type:
Buy
Date
Aug 1, 2025
IE
IEF
iShares 7-10 Year Treasury
Type:
Buy
Date
Aug 1, 2025
TL
TLH
iShares 10-20 Year Treasury
Type:
Buy
Date
Aug 1, 2025
VE
VEA
Vanguard FTSE Developed Markets ETF
Type:
Sell
Date
Aug 1, 2025
GE
GEM
Goldman Sachs ActiveBeta Emerging Markets Equity E
Type:
Buy
Date
Aug 1, 2025
UR
URNM
Sprott Uranium Miners ETF
Type:
Sell
Date
Aug 1, 2025
EF
EFA
iShares MSCI EAFE ETF
Type:
Sell
Date
Aug 1, 2025
IE
IEI
iShares 3-7 Year Treasury
Type:
Buy
Date
Aug 1, 2025
EM
EMRZX
Emerging Markets Fund Class Z
Type:
Sell
Date
Aug 1, 2025
IV
IVV
iShares Core S&P 500 ETF
Type:
Sell
Date
Aug 1, 2025
TB
TBLL
Invesco Short Term Treasury ETF
Type:
Sell
Date
Aug 1, 2025
GI
GIGB
Goldman Sachs Access Investment Grade Corporate Bo
Type:
Sell
Date
Aug 1, 2025
GE
GEM
Goldman Sachs ActiveBeta Emerging Markets Equity E
Type:
Sell
Date
Aug 1, 2025
EM
EMLP
First Trust North American Energy Infrastructure F
Type:
Sell
Date
Aug 1, 2025
PA
PALL
abrdn Physical Palladium Shares ETF
Type:
Sell
Date
Aug 1, 2025
VN
VNQI
Vanguard Global ex-U.S. Real Estate ETF
Type:
Buy
Date
Aug 1, 2025
SC
SCHP
Schwab U.S. TIPS ETF
Type:
Buy
Date
Aug 1, 2025
MB
MBB
iShares MBS ETF
Type:
Buy
Date
Aug 1, 2025
AG
AGZ
iShares Agency
Type:
Buy
Date
Aug 1, 2025
SL
SLV
iShares Silver Trust
Type:
Sell
Date
Aug 1, 2025
PP
PPLT
abrdn Physical Platinum Shares ETF
Type:
Sell
Date
Aug 1, 2025
RN
RNWGX
New World Fund Inc. Cl R-6
Type:
Buy
Date
Aug 1, 2025
JM
JMBS
Janus Henderson Mortgage-Backed Securities ETF
Type:
Buy
Date
Aug 1, 2025
SH
SHY
iShares 1-3 Year Treasury
Type:
Buy
Date
Aug 1, 2025
CM
CMBS
iShares CMBS
Type:
Buy
Date
Aug 1, 2025
TL
TLT
iShares 20+ Year Treasury
Type:
Buy
Date
Aug 1, 2025
WMT
Walmart Inc
Type:
Buy
Date
Jul 31, 2025
MDLZ
Mondelez Intl Inc
Type:
Sell
Date
Jul 31, 2025
GE
General Electric Company
Type:
Buy
Date
Jul 31, 2025
MU
Micron Technology
Type:
Sell
Date
Jul 1, 2025
GD
General Dynamics Corp
Type:
Sell
Date
Jul 31, 2025
GI
GIGB
Goldman Sachs Access Investment Grade Corporate Bo
Type:
Buy
Date
Jul 8, 2025
JPM
JP Morgan Chase & Company
Type:
Sell
Date
Jul 24, 2025
BRK-B
BRK-B - Berkshire Hathaway Inc Class B
Type:
Buy
Date
Jul 24, 2025
HY
HYG
iShares iBoxx $ High Yield Corporate
Type:
Sell
Date
Jul 8, 2025
RTX
Raytheon Technologies Corp
Type:
Buy
Date
May 30, 2025
META
Meta Platforms Inc
Type:
Buy
Date
May 30, 2025
ATO
Atmos Energy Corp
Type:
Buy
Date
May 20, 2025
GOOGL
Alphabet Cl A
Type:
Buy
Date
May 20, 2025
HD
Home Depot
Type:
Buy
Date
May 20, 2025
AVGO
Broadcom Inc. - Common Stock
Type:
Buy
Date
Jun 11, 2025
AMZN
Amazon.com Inc
Type:
Buy
Date
May 16, 2025
HD
Home Depot
Type:
Buy
Date
May 16, 2025
NVDA
Nvidia Corp
Type:
Buy
Date
May 13, 2025
AVGO
Broadcom Inc. - Common Stock
Type:
Buy
Date
May 13, 2025
UNH
Unitedhealth Group Inc
Type:
Sell
Date
Jun 11, 2025
MU
Micron Technology
Type:
Sell
Date
Jun 11, 2025
META
Meta Platforms Inc
Type:
Buy
Date
May 16, 2025
TB
TBLL
Invesco Short Term Treasury ETF
Type:
Buy
Date
Jun 11, 2025
VLO
Valero Energy Corp
Type:
Sell
Date
May 13, 2025
FBIN
Fortune Brands Innovations Inc
Type:
Sell
Date
May 30, 2025
NRG
NRG Energy
Type:
Sell
Date
May 20, 2025
LOW
Lowe's Companies
Type:
Sell
Date
May 20, 2025
GD
General Dynamics Corp
Type:
Sell
Date
May 20, 2025
DTE
Dte Energy Company
Type:
Sell
Date
May 20, 2025
TB
TBLL
Invesco Short Term Treasury ETF
Type:
Sell
Date
May 16, 2025
BAC
Bank of America Corp
Type:
Sell
Date
Apr 15, 2025
MSFT
Microsoft Corp
Type:
Buy
Date
Apr 22, 2025
CRM
Salesforce Inc
Type:
Sell
Date
Apr 22, 2025
UNH
Unitedhealth Group Inc
Type:
Buy
Date
Apr 16, 2025
ORCL
Oracle Corp
Type:
Buy
Date
Apr 16, 2025
LRCX
Lam Research Corp
Type:
Sell
Date
Apr 16, 2025
GILD
Gilead Sciences Inc
Type:
Sell
Date
Apr 16, 2025
AMAT
Applied Materials
Type:
Sell
Date
Apr 16, 2025
MSFT
Microsoft Corp
Type:
Buy
Date
Apr 16, 2025
META
Meta Platforms Inc
Type:
Buy
Date
Apr 15, 2025
HY
HYG
iShares iBoxx $ High Yield Corporate
Type:
Buy
Date
Apr 9, 2025
SH
SHY
iShares 1-3 Year Treasury
Type:
Sell
Date
Apr 9, 2025
JPM
JP Morgan Chase & Company
Type:
Sell
Date
Apr 8, 2025
IV
IVW
iShares S&P 500 Growth ETF
Type:
Sell
Date
Apr 8, 2025
CL
COLGATE PALMOLIVE LTD.
Type:
Buy
Date
Apr 8, 2025
FT
FTGC
First Trust Global Tactical Commodity Strategy Fun
Type:
Buy
Date
Apr 8, 2025
AVGO
Broadcom Inc. - Common Stock
Type:
Buy
Date
Apr 8, 2025
IV
IVW
iShares S&P 500 Growth ETF
Type:
Sell
Date
Mar 19, 2025
DTE
Dte Energy Company
Type:
Sell
Date
Mar 19, 2025
AMAT
Applied Materials
Type:
Buy
Date
Mar 19, 2025
TB
TBLL
Invesco Short Term Treasury ETF
Type:
Buy
Date
Mar 19, 2025
TB
TBLL
Invesco Short Term Treasury ETF
Type:
Buy
Date
Mar 5, 2025
AXP
American Express Company
Type:
Buy
Date
Feb 26, 2025
ECL
Ecolab Inc
Type:
Buy
Date
Feb 26, 2025
IV
IVW
iShares S&P 500 Growth ETF
Type:
Sell
Date
Feb 26, 2025
FT
FTGC
First Trust Global Tactical Commodity Strategy Fun
Type:
Sell
Date
Feb 26, 2025
EM
EMLP
First Trust North American Energy Infrastructure F
Type:
Sell
Date
Feb 26, 2025
LI
LITP
Sprott Lithium Miners ETF
Type:
Buy
Date
Feb 26, 2025
NVDA
Nvidia Corp
Type:
Buy
Date
Feb 26, 2025
MSI
Motorola Solutions
Type:
Buy
Date
Feb 26, 2025
TB
TBLL
Invesco Short Term Treasury ETF
Type:
Buy
Date
Feb 26, 2025
AMZN
Amazon.com Inc
Type:
Buy
Date
Feb 26, 2025
UR
URNM
Sprott Uranium Miners ETF
Type:
Buy
Date
Feb 25, 2025
IV
IVW
iShares S&P 500 Growth ETF
Type:
Sell
Date
Feb 14, 2025
MSFT
Microsoft Corp
Type:
Buy
Date
Feb 14, 2025
BSX
Boston Scientific Corp
Type:
Buy
Date
Feb 13, 2025
PFE
Pfizer Inc
Type:
Sell
Date
Feb 13, 2025
DIS
Walt Disney Company
Type:
Sell
Date
Feb 13, 2025
GOOGL
Alphabet Cl A
Type:
Buy
Date
Feb 13, 2025
LRCX
Lam Research Corp
Type:
Sell
Date
Feb 5, 2025
JPM
JP Morgan Chase & Company
Type:
Sell
Date
Feb 5, 2025
BAC
Bank of America Corp
Type:
Sell
Date
Feb 5, 2025
MSFT
Microsoft Corp
Type:
Buy
Date
Feb 5, 2025
MA
Mastercard Inc
Type:
Buy
Date
Feb 5, 2025
AXP
American Express Company
Type:
Buy
Date
Feb 5, 2025
QSR
Restaurant Brands International
Type:
Sell
Date
Feb 4, 2025
AMZN
Amazon.com Inc
Type:
Buy
Date
Feb 4, 2025
NRG
NRG Energy, Inc. Common Stock
Type:
Buy
Date
Jan 28, 2025
IV
IVW
iShares S&P 500 Growth ETF
Type:
Sell
Date
Jan 28, 2025
HPQ
HP Inc
Type:
Sell
Date
Jan 28, 2025
TB
TBLL
Invesco Short Term Treasury ETF
Type:
Buy
Date
Jan 28, 2025
SP
SPY
SPDR??S&P 500? ETF Trust
Type:
Sell
Date
Jan 16, 2025
TB
TBLL
Invesco Short Term Treasury ETF
Type:
Buy
Date
Jan 16, 2025
QQ
QQQ
Invesco QQQ Trust, Series 1
Type:
Sell
Date
Jan 14, 2025
EBAY
Ebay Inc
Type:
Sell
Date
Jan 14, 2025
CSCO
Cisco Systems Inc
Type:
Sell
Date
Jan 14, 2025
CRM
Salesforce Inc
Type:
Buy
Date
Jan 14, 2025
NVDA
Nvidia Corp
Type:
Buy
Date
Jan 14, 2025
MA
Mastercard Incorporated Common Stock
Type:
Buy
Date
Jan 14, 2025
AMAT
Applied Materials, Inc. - Common Stock
Type:
Sell
Date
Dec 23, 2024
SWKS
Skyworks Solutions, Inc. - Common Stock
Type:
Sell
Date
Nov 20, 2024
BB
BBEU
JPMorgan BetaBuilders Europe ETF
Type:
Sell
Date
Nov 20, 2024
AA
AAXJ
iShares MSCI All Country Asia ex Japan ETF
Type:
Buy
Date
Nov 20, 2024
SP
SPY
SPDR S&P 500
Type:
Buy
Date
Nov 13, 2024
VW
VWO
Vanguard FTSE Emerging Markets ETF
Type:
Sell
Date
Nov 20, 2024
EF
EFA
iShares MSCI EAFE ETF
Type:
Sell
Date
Sep 9, 2024
VN
VNQI
Vanguard Global ex-U.S. Real Estate ETF
Type:
Sell
Date
Sep 6, 2024
TP
TPYP
Tortoise North American Pipeline ETF
Type:
Sell
Date
Sep 6, 2024
EM
EMLP
First Trust North American Energy Infrastructure F
Type:
Sell
Date
Sep 6, 2024
Westwood Quality Smallcap Fund - Ultra Shares
Type:
Sell
Date
Sep 6, 2024
SC
SCHP
Schwab U.S. TIPS ETF
Type:
Buy
Date
Sep 6, 2024
JM
JMBS
Janus Henderson Mortgage-Backed Securities ETF
Type:
Buy
Date
Sep 6, 2024
IV
IVV
iShares Core S&P 500 ETF
Type:
Buy
Date
Sep 6, 2024
IE
IEF
iShares 7-10 Year Treasury
Type:
Buy
Date
Sep 6, 2024
SH
SHY
iShares 1-3 Year Treasury
Type:
Buy
Date
Sep 6, 2024
TL
TLH
iShares 10-20 Year Treasury
Type:
Buy
Date
Sep 6, 2024
IE
IEI
iShares 3-7 Year Treasury
Type:
Buy
Date
Sep 6, 2024
TL
TLT
iShares 20+ Year Treasury
Type:
Buy
Date
Sep 6, 2024
MB
MBB
MBS Ishares ETF
Type:
Buy
Date
Sep 6, 2024
iShares AgencyBond
Type:
Buy
Date
Sep 6, 2024
TB
TBLL
Invesco Short Term Treasury ETF
Type:
Buy
Date
Sep 6, 2024
GI
GIGB
Goldman Sachs Access Investment Grade Corporate Bo
Type:
Buy
Date
Sep 6, 2024
FT
FTGC
First Trust Global Tactical Commodity Strategy Fun
Type:
Buy
Date
Sep 6, 2024
PP
PPLT
Aberdeen Standard Physical Platinum Shares ETF
Type:
Buy
Date
Sep 6, 2024
PA
PALL
Aberdeen Standard Physical Palladium Shares ETF
Type:
Buy
Date
Sep 6, 2024
CM
CMBS
iShares CMBS
Type:
Buy
Date
Sep 6, 2024
IW
IWM
iShares Russell 2000 ETF
Type:
Sell
Date
Oct 9, 2024
IV
IVV
iShares Core S&P 500 ETF
Type:
Sell
Date
Oct 6, 2024
FISV
Fiserv Inc
Type:
Sell
Date
Sep 26, 2024
VE
VEA
Vanguard FTSE Developed Markets ETF
Type:
Sell
Date
Sep 9, 2024
MD
MDY
S&P Midcap 400 SPDR
Type:
Sell
Date
Sep 9, 2024
VE
VEA
Vanguard FTSE Developed Markets ETF
Type:
Buy
Date
Jul 18, 2024
MSI
Motorola Solutions, Inc. Common Stock
Type:
Buy
Date
Jul 26, 2024
GOOGL
Alphabet Inc. - Class A Common Stock
Type:
Buy
Date
Jul 26, 2024
LRCX
Lam Research Corporation - Common Stock
Type:
Sell
Date
Jul 26, 2024
MD
MDY
SPDR MidCap Trust Series I
Type:
Sell
Date
Jul 18, 2024
IE
IEF
iShares 7-10 Year Treasury
Type:
Sell
Date
Jun 26, 2024
IV
IVV
iShares Core S&P 500 ETF
Type:
Sell
Date
Jul 4, 2024
SH
SHY
iShares 1-3 Year Treasury
Type:
Sell
Date
Jun 26, 2024
SC
SCHP
Schwab U.S. TIPS ETF
Type:
Buy
Date
Jun 26, 2024
JM
JMBS
Janus Henderson Mortgage-Backed Securities ETF
Type:
Buy
Date
Jun 26, 2024
TL
TLH
iShares 10-20 Year Treasury
Type:
Buy
Date
Jun 26, 2024
Nuance Mid Cap Value Fund Z Class
Type:
Sell
Date
Jun 24, 2024
Dean Mid Cap Value Fund No-Load
Type:
Buy
Date
Jun 24, 2024
CMCSA
Comcast Corporation - Class A Common Stock
Type:
Sell
Date
Jun 20, 2024
MSFT
Microsoft Corp
Type:
Buy
Date
Jun 20, 2024
MD
MDY
SPDR MidCap Trust Series I
Type:
Sell
Date
Jun 4, 2024
EF
EFA
iShares MSCI EAFE ETF
Type:
Sell
Date
Jun 4, 2024
VE
VEA
Vanguard FTSE Developed Markets ETF
Type:
Buy
Date
Jun 4, 2024
S&P 500 SPDR
Type:
Buy
Date
Jun 4, 2024
GE
GEM
Goldman Sachs ActiveBeta Emerging Markets Equity E
Type:
Buy
Date
Jun 4, 2024
IV
IVW
iShares S&P 500 Growth ETF
Type:
Sell
Date
May 31, 2024
GI
GIGB
Goldman Sachs Access Investment Grade Corporate Bo
Type:
Buy
Date
May 31, 2024
EF
EFA
iShares MSCI EAFE ETF
Type:
Sell
Date
May 31, 2024
SC
SCHP
Schwab U.S. TIPS ETF
Type:
Sell
Date
Feb 20, 2024
IE
IEF
iShares 7-10 Year Treasury
Type:
Sell
Date
Feb 20, 2024
TL
TLH
iShares 10-20 Year Treasury
Type:
Buy
Date
Feb 20, 2024
TL
TLT
iShares 20+ Year Treasury
Type:
Buy
Date
Feb 20, 2024
NWSA
Hess Corp
Type:
Sell
Date
Mar 28, 2024
AMAT
Applied Materials
Type:
Buy
Date
Mar 28, 2024
CM
CMBS
iShares CMBS
Type:
Sell
Date
Apr 16, 2024
JM
JMBS
Janus Henderson Mortgage-Backed Securities ETF
Type:
Buy
Date
Apr 16, 2024
EF
EFA
iShares MSCI EAFE ETF
Type:
Sell
Date
Apr 11, 2024
SC
SCZ
iShares MSCI EAFE Small-Cap ETF
Type:
Buy
Date
Apr 11, 2024
LRCX
Lam Research Corp
Type:
Sell
Date
Dec 20, 2023
PFE
Pfizer Inc
Type:
Buy
Date
Dec 20, 2023
GB
GBIL
Goldman Sachs Access Treasury 0-1 Year ETF
Type:
Sell
Date
Dec 12, 2023
PP
PPLT
abrdn Physical Platinum Shares ETF
Type:
Buy
Date
Dec 12, 2023
PA
PALL
abrdn Physical Palladium Shares ETF
Type:
Buy
Date
Dec 12, 2023
Date | Ticker | Type | Amount Range | Disclosure Delay |
|---|---|---|---|---|
| Sep 17, 2025 | GOOGL Alphabet Cl A | Buy | $1k - $15k | |
| Apr 9, 2026 | DVN Devon Energy Corporation Common Stock | Buy | $1k - $15k | +29dFiling |
| Apr 2, 2026 | CEG Constellation Energy Corporation - Common Stock When-Issued | Buy | $1k - $15k | +36dFiling |
| Apr 2, 2026 | TB TBLL Invesco Short Term Treasury ETF | Sell | $1k - $15k | +36dFiling |
| Mar 19, 2026 | FT FTGC First Trust Global Tactical Commodity Strategy Fund | Buy | $1k - $15k | +26dFiling |
| Mar 13, 2026 | ARES Ares Management Corporation Class A Common Stock | Buy | $1k - $15k | +32dFiling |
| Mar 5, 2026 | MSFT Microsoft Corporation - Common Stock | Buy | $1k - $15k | +40dFiling |
| Mar 20, 2026 | TP TPYP Tortoise North American Pipeline Fund | Sell | $1k - $15k | +25dFiling |
| Mar 20, 2026 | SP SPYM Tradr 2X Long SPY Monthly ETF | Buy | $1k - $15k | +25dFiling |
| Mar 19, 2026 | JNJ Johnson & Johnson Common Stock | Sell | $1k - $15k | +26dFiling |
| Mar 19, 2026 | BB BBEU JPMorgan BetaBuilders Europe ETF | Sell | $15k - $50k | +26dFiling |
| Mar 19, 2026 | VE VEA Vanguard Developed Markets Index Fund - ETF Shares | Buy | $1k - $15k | +26dFiling |
| Mar 19, 2026 | NVDA NVIDIA Corporation - Common Stock | Buy | $1k - $15k | +26dFiling |
| Feb 6, 2026 | JM JMBS Janus Henderson Mortgage-Backed Securities ETF | Sell | $1k - $15k | +28dFiling |
| Feb 6, 2026 | SH SHY iShares 1-3 Year Treasury | Sell | $15k - $50k | +28dFiling |
| Feb 6, 2026 | MB MBB iShares MBS ETF | Sell | $1k - $15k | +28dFiling |
| Feb 6, 2026 | AG AGZ iShares Agency | Sell | $1k - $15k | +28dFiling |
| Feb 6, 2026 | TL TLH iShares 10-20 Year Treasury | Buy | $1k - $15k | +28dFiling |
| Feb 6, 2026 | EM EMB iShares J.P. Morgan USD Emerging Markets | Buy | $1k - $15k | +28dFiling |
| Feb 6, 2026 | DB DBLEX DoubleLine Emerging Markets Fixed Income Fund - Class I | Sell | $1k - $15k | +28dFiling |
| Feb 6, 2026 | UBER Uber Technologies, Inc. Common Stock | Buy | $1k - $15k | +28dFiling |
| Feb 6, 2026 | IE IEF iShares 7-10 Year Treasury | Buy | $1k - $15k | +28dFiling |
| Feb 6, 2026 | CM CMBS iShares CMBS ETF | Buy | $1k - $15k | +28dFiling |
| Feb 26, 2026 | PG Procter & Gamble Company (The) Common Stock | Sell | $1k - $15k | +8dFiling |
| Feb 27, 2026 | NTAP NetApp, Inc. - Common Stock | Buy | $1k - $15k | +7dFiling |
| Feb 27, 2026 | AMAT Applied Materials, Inc. - Common Stock | Sell | $1k - $15k | +7dFiling |
| Feb 19, 2026 | UNP Union Pacific Corporation Common Stock | Sell | $1k - $15k | +15dFiling |
| Feb 26, 2026 | KR Kroger Company (The) Common Stock | Buy | $1k - $15k | +8dFiling |
| Feb 13, 2026 | ADBE Adobe Inc. - Common Stock | Sell | $1k - $15k | +21dFiling |
| Feb 13, 2026 | MSFT Microsoft Corporation - Common Stock | Buy | $1k - $15k | +21dFiling |
| Feb 6, 2026 | GI GIGB Goldman Sachs Access Investment Grade Corporate | Buy | $1k - $15k | +28dFiling |
| Feb 6, 2026 | XT XTWO BondBloxx Bloomberg Two Year Target Duration US Treasury ETF | Buy | $15k - $50k | +28dFiling |
| Jan 8, 2026 | DIS Walt Disney Company | Buy | $1k - $15k | +38dFiling |
| Jan 8, 2026 | MU Micron Technology | Sell | $1k - $15k | +38dFiling |
| Jan 8, 2026 | XOM Exxon Mobil Corp | Buy | $1k - $15k | +38dFiling |
| Jan 8, 2026 | LRCX Lam Research Corp | Sell | $1k - $15k | +38dFiling |
| Jan 8, 2026 | NFLX Netflix Inc | Buy | $1k - $15k | +38dFiling |
| Jan 15, 2026 | V Visa Inc | Buy | $1k - $15k | +31dFiling |
| Jan 29, 2026 | UNP Union Pacific Corp | Sell | $1k - $15k | +17dFiling |
| Jan 29, 2026 | PYPL Paypal Holdings | Buy | $1k - $15k | +17dFiling |
| Jan 29, 2026 | ETN Eaton Corp | Buy | $1k - $15k | +17dFiling |
| Jan 29, 2026 | OMC Omnicom Group Inc | Sell | $1k - $15k | +17dFiling |
| Jan 29, 2026 | IV IVW iShares S&P 500 Growth ETF | Sell | $1k - $15k | +17dFiling |
| Jan 29, 2026 | CVS CVS Corp | Buy | $1k - $15k | +17dFiling |
| Jan 29, 2026 | CAT Caterpillar Inc | Buy | $1k - $15k | +17dFiling |
| Jan 29, 2026 | FISV Fiserv Inc | Sell | $1k - $15k | +17dFiling |
| Jan 26, 2026 | DXCM Dexcom Inc | Buy | $1k - $15k | +20dFiling |
| Jan 26, 2026 | MU Micron Technology | Sell | $1k - $15k | +20dFiling |
| Jan 23, 2026 | MD MDY SPDR S&P MidCap 400 ETF Trust | Sell | $1k - $15k | +23dFiling |
| Jan 23, 2026 | IW IWM iShares Russell 2000 ETF | Sell | $1k - $15k | +23dFiling |
| Jan 23, 2026 | PA PALL abrdn Physical Palladium Shares ETF | Sell | $1k - $15k | +23dFiling |
| Jan 23, 2026 | LI LITP Sprott Lithium Miners ETF | Buy | $1k - $15k | +23dFiling |
| Jan 23, 2026 | JM JMBS Janus Henderson Mortgage-Backed Securities ETF | Buy | $1k - $15k | +23dFiling |
| Jan 23, 2026 | MB MBB iShares MBS ETF | Buy | $1k - $15k | +23dFiling |
| Jan 23, 2026 | TB TBLL Invesco Short Term Treasury ETF | Buy | $1k - $15k | +23dFiling |
| Jan 23, 2026 | FT FTGC First Trust Global Tactical Commodity Strategy Fun | Buy | $1k - $15k | +23dFiling |
| Jan 23, 2026 | EI EIPI First Trust Exchange-Traded Fund VIII FT Energy In | Buy | $1k - $15k | +23dFiling |
| Jan 23, 2026 | SP SPYM SPYM | Sell | $1k - $15k | +23dFiling |
| Jan 23, 2026 | SL SLV iShares Silver Trust | Sell | $1k - $15k | +23dFiling |
| Jan 23, 2026 | PP PPLT abrdn Physical Platinum Shares ETF | Sell | $1k - $15k | +23dFiling |
| Jan 23, 2026 | VN VNQI Vanguard Global ex-U.S. Real Estate ETF | Buy | $1k - $15k | +23dFiling |
| Jan 23, 2026 | TP TPYP Tortoise Capital Series Trust Tortoise North Ameri | Buy | $1k - $15k | +23dFiling |
| Jan 23, 2026 | RN RNWGX New World Fund Inc. Cl R-6 | Buy | $1k - $15k | +23dFiling |
| Jan 23, 2026 | IV IVV iShares Core S&P 500 ETF | Buy | $1k - $15k | +23dFiling |
| Jan 23, 2026 | CM CMBS iShares CMBS | Buy | $1k - $15k | +23dFiling |
| Jan 23, 2026 | GI GIGB Goldman Sachs Access Investment Grade Corporate Bo | Buy | $1k - $15k | +23dFiling |
| Jan 23, 2026 | GE GEM Goldman Sachs ActiveBeta Emerging Markets Equity E | Buy | $1k - $15k | +23dFiling |
| Jan 15, 2026 | AAPL Apple Inc | Buy | $1k - $15k | +31dFiling |
| Jan 15, 2026 | OMC Omnicom Group Inc | Sell | $1k - $15k | +31dFiling |
| Dec 31, 2025 | SMCI Super Micro Computer, Inc. - Common Stock | Sell | $1k - $15k | +13dFiling |
| Dec 31, 2025 | IV IVW iShares S&P 500 Growth ETF | Buy | $1k - $15k | +13dFiling |
| Dec 26, 2025 | IJ IJR iShares Core S&P Small-Cap ETF | Buy | $1k - $15k | +18dFiling |
| Dec 26, 2025 | KR KRE SPDR S&P Regional Banking ETF | Sell | $1k - $15k | +18dFiling |
| Dec 24, 2025 | SL SLV iShares Silver Trust | Sell | $1k - $15k | +20dFiling |
| Dec 24, 2025 | PA PALL abrdn Physical Palladium Shares ETF | Sell | $1k - $15k | +20dFiling |
| Dec 24, 2025 | SP SPLG State Street SPDR Portfolio S&P 500 ETF | Buy | $15k - $50k | +20dFiling |
| Dec 24, 2025 | PP PPLT abrdn Physical Platinum Shares ETF | Sell | $1k - $15k | +20dFiling |
| Dec 17, 2025 | MSI Motorola Solutions, Inc. Common Stock | Sell | $1k - $15k | +27dFiling |
| Dec 17, 2025 | BSX Boston Scientific Corp | Sell | $1k - $15k | +27dFiling |
| Dec 17, 2025 | WFC Wells Fargo & Company | Buy | $1k - $15k | +27dFiling |
| Dec 17, 2025 | MSFT Microsoft Corp | Buy | $1k - $15k | +27dFiling |
| Dec 17, 2025 | AAPL Apple Inc | Buy | $1k - $15k | +27dFiling |
| Dec 11, 2025 | TB TBLL Invesco Short Term Treasury ETF | Sell | $1k - $15k | +33dFiling |
| Dec 11, 2025 | SMCI Super Micro Computer | Buy | $1k - $15k | +33dFiling |
| Dec 11, 2025 | ANET Arista Networks, Inc. Common Stock | Buy | $1k - $15k | +33dFiling |
| Nov 21, 2025 | LLY Eli Lilly and Company | Sell | $1k - $15k | +17dFiling |
| Nov 21, 2025 | IV IVV iShares Core S&P 500 ETF | Sell | $1k - $15k | +17dFiling |
| Nov 21, 2025 | FISV Fiserv Inc | Sell | $1k - $15k | +17dFiling |
| Nov 21, 2025 | FT FTGC First Trust Global Tactical Commodity Strategy Fun | Sell | $1k - $15k | +17dFiling |
| Nov 21, 2025 | EI EIPI First Trust Exchange-Traded Fund VIII FT Energy In | Sell | $1k - $15k | +17dFiling |
| Nov 21, 2025 | PYPL Paypal Holdings | Buy | $1k - $15k | +17dFiling |
| Nov 21, 2025 | VE VEA Vanguard FTSE Developed Markets ETF | Sell | $1k - $15k | +17dFiling |
| Nov 21, 2025 | CM CMBS iShares CMBS | Buy | $1k - $15k | +17dFiling |
| Nov 21, 2025 | MB MBB iShares MBS ETF | Buy | $1k - $15k | +17dFiling |
| Nov 21, 2025 | GI GIGB Goldman Sachs Access Investment Grade Corporate Bo | Buy | $1k - $15k | +17dFiling |
| Nov 21, 2025 | IW IWM iShares Russell 2000 ETF | Sell | $1k - $15k | +17dFiling |
| Nov 21, 2025 | VN VNQI Vanguard Global ex-U.S. Real Estate ETF | Sell | $1k - $15k | +17dFiling |
| Nov 21, 2025 | MD MDY S&P Midcap 400 SPDR | Buy | $1k - $15k | +17dFiling |
| Nov 21, 2025 | JM JMBS Janus Henderson Mortgage-Backed Securities ETF | Buy | $1k - $15k | +17dFiling |
| Nov 20, 2025 | WW WWSYX Westwood Smallcap Fund Class Y | Buy | $1k - $15k | +18dFiling |
| Nov 20, 2025 | RN RNWAX American Funds - New World Fund Inc Class R-1 Sh | Sell | $1k - $15k | +18dFiling |
| Nov 20, 2025 | EF EFA iShares MSCI EAFE ETF | Sell | $1k - $15k | +18dFiling |
| Nov 20, 2025 | GE GEM Goldman Sachs ActiveBeta Emerging Markets Equity E | Sell | $1k - $15k | +18dFiling |
| Nov 13, 2025 | ANET Arista Networks Inc | Buy | $1k - $15k | +25dFiling |
| Nov 13, 2025 | META META | Buy | $1k - $15k | +25dFiling |
| Nov 13, 2025 | CRM Salesforce Inc | Sell | $1k - $15k | +25dFiling |
| Nov 13, 2025 | AMZN Amazon.com Inc | Buy | $1k - $15k | +25dFiling |
| Nov 6, 2025 | AA AAXJ iShares MSCI All Country Asia ex Japan ETF | Sell | $1k - $15k | +32dFiling |
| Nov 6, 2025 | VW VWO Vanguard FTSE Emerging Markets ETF | Buy | $1k - $15k | +32dFiling |
| Nov 6, 2025 | VE VEA Vanguard FTSE Developed Markets ETF | Buy | $1k - $15k | +32dFiling |
| Nov 21, 2025 | TP TPYP Tortoise North Amer Pipeline Fund | Sell | $1k - $15k | +17dFiling |
| Oct 3, 2025 | SL SLV iShares Silver Trust | Sell | $1k - $15k | +43dFiling |
| Nov 3, 2025 | TP TPYP Tortoise North American Pipeline ETF | Sell | $1k - $15k | +12dFiling |
| Oct 31, 2025 | META Meta Platforms Inc | Buy | $1k - $15k | +15dFiling |
| Oct 31, 2025 | OMC Omnicom Group Inc | Sell | $1k - $15k | +15dFiling |
| Oct 9, 2025 | COST Costco Wholesale | Buy | $1k - $15k | +37dFiling |
| Oct 9, 2025 | CL COLGATE PALMOLIVE LTD. | Sell | $1k - $15k | +37dFiling |
| Oct 3, 2025 | UR URNM Sprott Uranium Miners ETF | Sell | $1k - $15k | +43dFiling |
| Oct 3, 2025 | LI LITP Sprott Lithium Miners ETF | Sell | $1k - $15k | +43dFiling |
| Oct 3, 2025 | EM EMLP First Trust North American Energy Infrastructure F | Sell | $15k - $50k | +43dFiling |
| Oct 3, 2025 | FT FTGC First Trust Global Tactical Commodity Strategy Fun | Buy | $1k - $15k | +43dFiling |
| Oct 3, 2025 | EI EIPI First Trust Exchange-Traded Fund VIII FT Energy In | Buy | $15k - $50k | +43dFiling |
| Oct 2, 2025 | IQV Iqvia Holdings Inc | Sell | $1k - $15k | +44dFiling |
| Sep 17, 2025 | MU Micron Technology | Sell | $1k - $15k | +23dFiling |
| Sep 16, 2025 | MB MBB iShares MBS ETF | Sell | $1k - $15k | +24dFiling |
| Sep 16, 2025 | SC SCHP Schwab U.S. TIPS ETF | Buy | $1k - $15k | +24dFiling |
| Sep 16, 2025 | IE IEF iShares 7-10 Year Treasury | Buy | $15k - $50k | +24dFiling |
| Sep 16, 2025 | SH SHY iShares 1-3 Year Treasury | Buy | $1k - $15k | +24dFiling |
| Sep 16, 2025 | AG AGZ iShares Agency | Sell | $1k - $15k | +24dFiling |
| Sep 16, 2025 | GI GIGB Goldman Sachs Access Investment Grade Corporate Bo | Sell | $1k - $15k | +24dFiling |
| Sep 16, 2025 | IE IEI iShares 3-7 Year Treasury | Buy | $15k - $50k | +24dFiling |
| Sep 16, 2025 | JM JMBS Janus Henderson Mortgage-Backed Securities ETF | Sell | $1k - $15k | +24dFiling |
| Sep 16, 2025 | CM CMBS iShares CMBS | Sell | $1k - $15k | +24dFiling |
| Sep 16, 2025 | TL TLT iShares 20+ Year Treasury | Sell | $15k - $50k | +24dFiling |
| Sep 12, 2025 | ORCL Oracle Corp | Sell | $1k - $15k | +28dFiling |
| Sep 12, 2025 | ETN Eaton Corp | Buy | $1k - $15k | +28dFiling |
| Sep 4, 2025 | ADBE Adobe Systems Inc | Buy | $1k - $15k | +36dFiling |
| Aug 1, 2025 | WW WWSYX Westwood Smallcap Fund Class Y | Buy | $1k - $15k | +42dFiling |
| Aug 22, 2025 | MU Micron Technology | Sell | $1k - $15k | +21dFiling |
| Aug 22, 2025 | ABBV Abbvie Inc | Sell | $1k - $15k | +21dFiling |
| Aug 22, 2025 | NVDA Nvidia Corp | Buy | $1k - $15k | +21dFiling |
| Aug 22, 2025 | LLY Eli Lilly and Company | Buy | $1k - $15k | +21dFiling |
| Aug 14, 2025 | EM EMRZX Emerging Markets Fund Class Z | Sell | $15k - $50k | +29dFiling |
| Aug 14, 2025 | RN RNWGX New World Fund Inc. Cl R-6 | Buy | $15k - $50k | +29dFiling |
| Aug 11, 2025 | ABBV Abbvie Inc | Sell | $1k - $15k | +32dFiling |
| Aug 11, 2025 | LLY Eli Lilly and Company | Buy | $1k - $15k | +32dFiling |
| Aug 7, 2025 | AMD Advanced Micro Devices, Inc. - Common Stock | Buy | $1k - $15k | +36dFiling |
| Aug 7, 2025 | EM EMRZX Emerging Markets Fund Class Z | Sell | $15k - $50k | +36dFiling |
| Aug 7, 2025 | RN RNWGX New World Fund Inc. Cl R-6 | Buy | $15k - $50k | +36dFiling |
| Aug 1, 2025 | IW IWM iShares Russell 2000 ETF | Buy | $1k - $15k | +42dFiling |
| Aug 1, 2025 | IE IEF iShares 7-10 Year Treasury | Buy | $1k - $15k | +42dFiling |
| Aug 1, 2025 | TL TLH iShares 10-20 Year Treasury | Buy | $1k - $15k | +42dFiling |
| Aug 1, 2025 | VE VEA Vanguard FTSE Developed Markets ETF | Sell | $1k - $15k | +42dFiling |
| Aug 1, 2025 | GE GEM Goldman Sachs ActiveBeta Emerging Markets Equity E | Buy | $1k - $15k | +42dFiling |
| Aug 1, 2025 | UR URNM Sprott Uranium Miners ETF | Sell | $1k - $15k | +42dFiling |
| Aug 1, 2025 | EF EFA iShares MSCI EAFE ETF | Sell | $1k - $15k | +42dFiling |
| Aug 1, 2025 | IE IEI iShares 3-7 Year Treasury | Buy | $1k - $15k | +42dFiling |
| Aug 1, 2025 | EM EMRZX Emerging Markets Fund Class Z | Sell | $1k - $15k | +42dFiling |
| Aug 1, 2025 | IV IVV iShares Core S&P 500 ETF | Sell | $1k - $15k | +42dFiling |
| Aug 1, 2025 | TB TBLL Invesco Short Term Treasury ETF | Sell | $15k - $50k | +42dFiling |
| Aug 1, 2025 | GI GIGB Goldman Sachs Access Investment Grade Corporate Bo | Sell | $1k - $15k | +42dFiling |
| Aug 1, 2025 | GE GEM Goldman Sachs ActiveBeta Emerging Markets Equity E | Sell | $1k - $15k | +42dFiling |
| Aug 1, 2025 | EM EMLP First Trust North American Energy Infrastructure F | Sell | $1k - $15k | +42dFiling |
| Aug 1, 2025 | PA PALL abrdn Physical Palladium Shares ETF | Sell | $1k - $15k | +42dFiling |
| Aug 1, 2025 | VN VNQI Vanguard Global ex-U.S. Real Estate ETF | Buy | $1k - $15k | +42dFiling |
| Aug 1, 2025 | SC SCHP Schwab U.S. TIPS ETF | Buy | $1k - $15k | +42dFiling |
| Aug 1, 2025 | MB MBB iShares MBS ETF | Buy | $1k - $15k | +42dFiling |
| Aug 1, 2025 | AG AGZ iShares Agency | Buy | $1k - $15k | +42dFiling |
| Aug 1, 2025 | SL SLV iShares Silver Trust | Sell | $1k - $15k | +42dFiling |
| Aug 1, 2025 | PP PPLT abrdn Physical Platinum Shares ETF | Sell | $1k - $15k | +42dFiling |
| Aug 1, 2025 | RN RNWGX New World Fund Inc. Cl R-6 | Buy | $1k - $15k | +42dFiling |
| Aug 1, 2025 | JM JMBS Janus Henderson Mortgage-Backed Securities ETF | Buy | $1k - $15k | +42dFiling |
| Aug 1, 2025 | SH SHY iShares 1-3 Year Treasury | Buy | $1k - $15k | +42dFiling |
| Aug 1, 2025 | CM CMBS iShares CMBS | Buy | $1k - $15k | +42dFiling |
| Aug 1, 2025 | TL TLT iShares 20+ Year Treasury | Buy | $1k - $15k | +42dFiling |
| Jul 31, 2025 | WMT Walmart Inc | Buy | $1k - $15k | +6dFiling |
| Jul 31, 2025 | MDLZ Mondelez Intl Inc | Sell | $1k - $15k | +6dFiling |
| Jul 31, 2025 | GE General Electric Company | Buy | $1k - $15k | +6dFiling |
| Jul 1, 2025 | MU Micron Technology | Sell | $1k - $15k | +36dFiling |
| Jul 31, 2025 | GD General Dynamics Corp | Sell | $1k - $15k | +6dFiling |
| Jul 8, 2025 | GI GIGB Goldman Sachs Access Investment Grade Corporate Bo | Buy | $1k - $15k | +29dFiling |
| Jul 24, 2025 | JPM JP Morgan Chase & Company | Sell | $1k - $15k | +13dFiling |
| Jul 24, 2025 | BRK-B BRK-B - Berkshire Hathaway Inc Class B | Buy | $1k - $15k | +13dFiling |
| Jul 8, 2025 | HY HYG iShares iBoxx $ High Yield Corporate | Sell | $1k - $15k | +29dFiling |
| May 30, 2025 | RTX Raytheon Technologies Corp | Buy | $1k - $15k | +40dFiling |
| May 30, 2025 | META Meta Platforms Inc | Buy | $1k - $15k | +40dFiling |
| May 20, 2025 | ATO Atmos Energy Corp | Buy | $1k - $15k | |
| May 20, 2025 | GOOGL Alphabet Cl A | Buy | $1k - $15k | |
| May 20, 2025 | HD Home Depot | Buy | $1k - $15k | |
| Jun 11, 2025 | AVGO Broadcom Inc. - Common Stock | Buy | $1k - $15k | +28dFiling |
| May 16, 2025 | AMZN Amazon.com Inc | Buy | $1k - $15k | |
| May 16, 2025 | HD Home Depot | Buy | $1k - $15k | |
| May 13, 2025 | NVDA Nvidia Corp | Buy | $1k - $15k | |
| May 13, 2025 | AVGO Broadcom Inc. - Common Stock | Buy | $1k - $15k | |
| Jun 11, 2025 | UNH Unitedhealth Group Inc | Sell | $1k - $15k | +28dFiling |
| Jun 11, 2025 | MU Micron Technology | Sell | $1k - $15k | +28dFiling |
| May 16, 2025 | META Meta Platforms Inc | Buy | $1k - $15k | |
| Jun 11, 2025 | TB TBLL Invesco Short Term Treasury ETF | Buy | $1k - $15k | +28dFiling |
| May 13, 2025 | VLO Valero Energy Corp | Sell | $1k - $15k | +32dFiling |
| May 30, 2025 | FBIN Fortune Brands Innovations Inc | Sell | $1k - $15k | +15dFiling |
| May 20, 2025 | NRG NRG Energy | Sell | $1k - $15k | +25dFiling |
| May 20, 2025 | LOW Lowe's Companies | Sell | $1k - $15k | +25dFiling |
| May 20, 2025 | GD General Dynamics Corp | Sell | $1k - $15k | +25dFiling |
| May 20, 2025 | DTE Dte Energy Company | Sell | $1k - $15k | +25dFiling |
| May 16, 2025 | TB TBLL Invesco Short Term Treasury ETF | Sell | $1k - $15k | +29dFiling |
| Apr 15, 2025 | BAC Bank of America Corp | Sell | $1k - $15k | +29dFiling |
| Apr 22, 2025 | MSFT Microsoft Corp | Buy | $1k - $15k | +22dFiling |
| Apr 22, 2025 | CRM Salesforce Inc | Sell | $1k - $15k | +22dFiling |
| Apr 16, 2025 | UNH Unitedhealth Group Inc | Buy | $1k - $15k | +28dFiling |
| Apr 16, 2025 | ORCL Oracle Corp | Buy | $1k - $15k | +28dFiling |
| Apr 16, 2025 | LRCX Lam Research Corp | Sell | $1k - $15k | +28dFiling |
| Apr 16, 2025 | GILD Gilead Sciences Inc | Sell | $1k - $15k | +28dFiling |
| Apr 16, 2025 | AMAT Applied Materials | Sell | $1k - $15k | +28dFiling |
| Apr 16, 2025 | MSFT Microsoft Corp | Buy | $1k - $15k | +28dFiling |
| Apr 15, 2025 | META Meta Platforms Inc | Buy | $1k - $15k | +29dFiling |
| Apr 9, 2025 | HY HYG iShares iBoxx $ High Yield Corporate | Buy | $1k - $15k | +35dFiling |
| Apr 9, 2025 | SH SHY iShares 1-3 Year Treasury | Sell | $1k - $15k | +35dFiling |
| Apr 8, 2025 | JPM JP Morgan Chase & Company | Sell | $1k - $15k | +36dFiling |
| Apr 8, 2025 | IV IVW iShares S&P 500 Growth ETF | Sell | $1k - $15k | +36dFiling |
| Apr 8, 2025 | CL COLGATE PALMOLIVE LTD. | Buy | $1k - $15k | +36dFiling |
| Apr 8, 2025 | FT FTGC First Trust Global Tactical Commodity Strategy Fun | Buy | $1k - $15k | +36dFiling |
| Apr 8, 2025 | AVGO Broadcom Inc. - Common Stock | Buy | $1k - $15k | +36dFiling |
| Mar 19, 2025 | IV IVW iShares S&P 500 Growth ETF | Sell | $1k - $15k | +32dFiling |
| Mar 19, 2025 | DTE Dte Energy Company | Sell | $1k - $15k | +32dFiling |
| Mar 19, 2025 | AMAT Applied Materials | Buy | $1k - $15k | +32dFiling |
| Mar 19, 2025 | TB TBLL Invesco Short Term Treasury ETF | Buy | $1k - $15k | +32dFiling |
| Mar 5, 2025 | TB TBLL Invesco Short Term Treasury ETF | Buy | $1k - $15k | |
| Feb 26, 2025 | AXP American Express Company | Buy | $1k - $15k | +8dFiling |
| Feb 26, 2025 | ECL Ecolab Inc | Buy | $1k - $15k | +8dFiling |
| Feb 26, 2025 | IV IVW iShares S&P 500 Growth ETF | Sell | $1k - $15k | +8dFiling |
| Feb 26, 2025 | FT FTGC First Trust Global Tactical Commodity Strategy Fun | Sell | $1k - $15k | +8dFiling |
| Feb 26, 2025 | EM EMLP First Trust North American Energy Infrastructure F | Sell | $1k - $15k | +8dFiling |
| Feb 26, 2025 | LI LITP Sprott Lithium Miners ETF | Buy | $1k - $15k | +8dFiling |
| Feb 26, 2025 | NVDA Nvidia Corp | Buy | $1k - $15k | +8dFiling |
| Feb 26, 2025 | MSI Motorola Solutions | Buy | $1k - $15k | +8dFiling |
| Feb 26, 2025 | TB TBLL Invesco Short Term Treasury ETF | Buy | $1k - $15k | +8dFiling |
| Feb 26, 2025 | AMZN Amazon.com Inc | Buy | $1k - $15k | +8dFiling |
| Feb 25, 2025 | UR URNM Sprott Uranium Miners ETF | Buy | $1k - $15k | +9dFiling |
| Feb 14, 2025 | IV IVW iShares S&P 500 Growth ETF | Sell | $1k - $15k | +20dFiling |
| Feb 14, 2025 | MSFT Microsoft Corp | Buy | $1k - $15k | +20dFiling |
| Feb 13, 2025 | BSX Boston Scientific Corp | Buy | $1k - $15k | +21dFiling |
| Feb 13, 2025 | PFE Pfizer Inc | Sell | $1k - $15k | +21dFiling |
| Feb 13, 2025 | DIS Walt Disney Company | Sell | $1k - $15k | +21dFiling |
| Feb 13, 2025 | GOOGL Alphabet Cl A | Buy | $1k - $15k | +21dFiling |
| Feb 5, 2025 | LRCX Lam Research Corp | Sell | $1k - $15k | +29dFiling |
| Feb 5, 2025 | JPM JP Morgan Chase & Company | Sell | $1k - $15k | +29dFiling |
| Feb 5, 2025 | BAC Bank of America Corp | Sell | $1k - $15k | +29dFiling |
| Feb 5, 2025 | MSFT Microsoft Corp | Buy | $1k - $15k | +29dFiling |
| Feb 5, 2025 | MA Mastercard Inc | Buy | $1k - $15k | +29dFiling |
| Feb 5, 2025 | AXP American Express Company | Buy | $1k - $15k | +29dFiling |
| Feb 4, 2025 | QSR Restaurant Brands International | Sell | $1k - $15k | +30dFiling |
| Feb 4, 2025 | AMZN Amazon.com Inc | Buy | $1k - $15k | +30dFiling |
| Jan 28, 2025 | NRG NRG Energy, Inc. Common Stock | Buy | $1k - $15k | +11dFiling |
| Jan 28, 2025 | IV IVW iShares S&P 500 Growth ETF | Sell | $1k - $15k | +11dFiling |
| Jan 28, 2025 | HPQ HP Inc | Sell | $1k - $15k | +11dFiling |
| Jan 28, 2025 | TB TBLL Invesco Short Term Treasury ETF | Buy | $1k - $15k | +11dFiling |
| Jan 16, 2025 | SP SPY SPDR??S&P 500? ETF Trust | Sell | $1k - $15k | +23dFiling |
| Jan 16, 2025 | TB TBLL Invesco Short Term Treasury ETF | Buy | $1k - $15k | +23dFiling |
| Jan 14, 2025 | QQ QQQ Invesco QQQ Trust, Series 1 | Sell | $1k - $15k | +25dFiling |
| Jan 14, 2025 | EBAY Ebay Inc | Sell | $1k - $15k | +25dFiling |
| Jan 14, 2025 | CSCO Cisco Systems Inc | Sell | $1k - $15k | +25dFiling |
| Jan 14, 2025 | CRM Salesforce Inc | Buy | $1k - $15k | +25dFiling |
| Jan 14, 2025 | NVDA Nvidia Corp | Buy | $1k - $15k | +25dFiling |
| Jan 14, 2025 | MA Mastercard Incorporated Common Stock | Buy | $1k - $15k | +25dFiling |
| Dec 23, 2024 | AMAT Applied Materials, Inc. - Common Stock | Sell | $1k - $15k | +22dFiling |
| Nov 20, 2024 | SWKS Skyworks Solutions, Inc. - Common Stock | Sell | $1k - $15k | +27dFiling |
| Nov 20, 2024 | BB BBEU JPMorgan BetaBuilders Europe ETF | Sell | $1k - $15k | +27dFiling |
| Nov 20, 2024 | AA AAXJ iShares MSCI All Country Asia ex Japan ETF | Buy | $1k - $15k | +27dFiling |
| Nov 13, 2024 | SP SPY SPDR S&P 500 | Buy | $1k - $15k | +34dFiling |
| Nov 20, 2024 | VW VWO Vanguard FTSE Emerging Markets ETF | Sell | $1k - $15k | +27dFiling |
| Sep 9, 2024 | EF EFA iShares MSCI EAFE ETF | Sell | $1k - $15k | +39dFiling |
| Sep 6, 2024 | VN VNQI Vanguard Global ex-U.S. Real Estate ETF | Sell | $1k - $15k | +42dFiling |
| Sep 6, 2024 | TP TPYP Tortoise North American Pipeline ETF | Sell | $15k - $50k | +42dFiling |
| Sep 6, 2024 | EM EMLP First Trust North American Energy Infrastructure F | Sell | $1k - $15k | +42dFiling |
| Sep 6, 2024 | Westwood Quality Smallcap Fund - Ultra Shares | Sell | $1k - $15k | +42dFiling |
| Sep 6, 2024 | SC SCHP Schwab U.S. TIPS ETF | Buy | $1k - $15k | +42dFiling |
| Sep 6, 2024 | JM JMBS Janus Henderson Mortgage-Backed Securities ETF | Buy | $1k - $15k | +42dFiling |
| Sep 6, 2024 | IV IVV iShares Core S&P 500 ETF | Buy | $1k - $15k | +42dFiling |
| Sep 6, 2024 | IE IEF iShares 7-10 Year Treasury | Buy | $1k - $15k | +42dFiling |
| Sep 6, 2024 | SH SHY iShares 1-3 Year Treasury | Buy | $1k - $15k | +42dFiling |
| Sep 6, 2024 | TL TLH iShares 10-20 Year Treasury | Buy | $1k - $15k | +42dFiling |
| Sep 6, 2024 | IE IEI iShares 3-7 Year Treasury | Buy | $1k - $15k | +42dFiling |
| Sep 6, 2024 | TL TLT iShares 20+ Year Treasury | Buy | $1k - $15k | +42dFiling |
| Sep 6, 2024 | MB MBB MBS Ishares ETF | Buy | $1k - $15k | +42dFiling |
| Sep 6, 2024 | iShares AgencyBond | Buy | $1k - $15k | +42dFiling |
| Sep 6, 2024 | TB TBLL Invesco Short Term Treasury ETF | Buy | $15k - $50k | +42dFiling |
| Sep 6, 2024 | GI GIGB Goldman Sachs Access Investment Grade Corporate Bo | Buy | $1k - $15k | +42dFiling |
| Sep 6, 2024 | FT FTGC First Trust Global Tactical Commodity Strategy Fun | Buy | $15k - $50k | +42dFiling |
| Sep 6, 2024 | PP PPLT Aberdeen Standard Physical Platinum Shares ETF | Buy | $1k - $15k | +42dFiling |
| Sep 6, 2024 | PA PALL Aberdeen Standard Physical Palladium Shares ETF | Buy | $1k - $15k | +42dFiling |
| Sep 6, 2024 | CM CMBS iShares CMBS | Buy | $1k - $15k | +42dFiling |
| Oct 9, 2024 | IW IWM iShares Russell 2000 ETF | Sell | $1k - $15k | +9dFiling |
| Oct 6, 2024 | IV IVV iShares Core S&P 500 ETF | Sell | $1k - $15k | +12dFiling |
| Sep 26, 2024 | FISV Fiserv Inc | Sell | $1k - $15k | +22dFiling |
| Sep 9, 2024 | VE VEA Vanguard FTSE Developed Markets ETF | Sell | $1k - $15k | +39dFiling |
| Sep 9, 2024 | MD MDY S&P Midcap 400 SPDR | Sell | $1k - $15k | +39dFiling |
| Jul 18, 2024 | VE VEA Vanguard FTSE Developed Markets ETF | Buy | $1k - $15k | +19dFiling |
| Jul 26, 2024 | MSI Motorola Solutions, Inc. Common Stock | Buy | $1k - $15k | +11dFiling |
| Jul 26, 2024 | GOOGL Alphabet Inc. - Class A Common Stock | Buy | $1k - $15k | +11dFiling |
| Jul 26, 2024 | LRCX Lam Research Corporation - Common Stock | Sell | $1k - $15k | +11dFiling |
| Jul 18, 2024 | MD MDY SPDR MidCap Trust Series I | Sell | $1k - $15k | +19dFiling |
| Jun 26, 2024 | IE IEF iShares 7-10 Year Treasury | Sell | $1k - $15k | +15dFiling |
| Jul 4, 2024 | IV IVV iShares Core S&P 500 ETF | Sell | $1k - $15k | +7dFiling |
| Jun 26, 2024 | SH SHY iShares 1-3 Year Treasury | Sell | $1k - $15k | +15dFiling |
| Jun 26, 2024 | SC SCHP Schwab U.S. TIPS ETF | Buy | $1k - $15k | +15dFiling |
| Jun 26, 2024 | JM JMBS Janus Henderson Mortgage-Backed Securities ETF | Buy | $1k - $15k | +15dFiling |
| Jun 26, 2024 | TL TLH iShares 10-20 Year Treasury | Buy | $1k - $15k | +15dFiling |
| Jun 24, 2024 | Nuance Mid Cap Value Fund Z Class | Sell | $1k - $15k | +17dFiling |
| Jun 24, 2024 | Dean Mid Cap Value Fund No-Load | Buy | $1k - $15k | +17dFiling |
| Jun 20, 2024 | CMCSA Comcast Corporation - Class A Common Stock | Sell | $1k - $15k | +21dFiling |
| Jun 20, 2024 | MSFT Microsoft Corp | Buy | $1k - $15k | +21dFiling |
| Jun 4, 2024 | MD MDY SPDR MidCap Trust Series I | Sell | $1k - $15k | +37dFiling |
| Jun 4, 2024 | EF EFA iShares MSCI EAFE ETF | Sell | $15k - $50k | +37dFiling |
| Jun 4, 2024 | VE VEA Vanguard FTSE Developed Markets ETF | Buy | $15k - $50k | +37dFiling |
| Jun 4, 2024 | S&P 500 SPDR | Buy | $1k - $15k | +37dFiling |
| Jun 4, 2024 | GE GEM Goldman Sachs ActiveBeta Emerging Markets Equity E | Buy | $1k - $15k | +37dFiling |
| May 31, 2024 | IV IVW iShares S&P 500 Growth ETF | Sell | $1k - $15k | +5dFiling |
| May 31, 2024 | GI GIGB Goldman Sachs Access Investment Grade Corporate Bo | Buy | $1k - $15k | +5dFiling |
| May 31, 2024 | EF EFA iShares MSCI EAFE ETF | Sell | $1k - $15k | +5dFiling |
| Feb 20, 2024 | SC SCHP Schwab U.S. TIPS ETF | Sell | $1k - $15k | |
| Feb 20, 2024 | IE IEF iShares 7-10 Year Treasury | Sell | $1k - $15k | |
| Feb 20, 2024 | TL TLH iShares 10-20 Year Treasury | Buy | $1k - $15k | |
| Feb 20, 2024 | TL TLT iShares 20+ Year Treasury | Buy | $1k - $15k | |
| Mar 28, 2024 | NWSA Hess Corp | Sell | $1k - $15k | +41dFiling |
| Mar 28, 2024 | AMAT Applied Materials | Buy | $1k - $15k | +41dFiling |
| Apr 16, 2024 | CM CMBS iShares CMBS | Sell | $1k - $15k | +21dFiling |
| Apr 16, 2024 | JM JMBS Janus Henderson Mortgage-Backed Securities ETF | Buy | $1k - $15k | +21dFiling |
| Apr 11, 2024 | EF EFA iShares MSCI EAFE ETF | Sell | $15k - $50k | +26dFiling |
| Apr 11, 2024 | SC SCZ iShares MSCI EAFE Small-Cap ETF | Buy | $15k - $50k | +26dFiling |
| Dec 20, 2023 | LRCX Lam Research Corp | Sell | $1k - $15k | +19dFiling |
| Dec 20, 2023 | PFE Pfizer Inc | Buy | $1k - $15k | +19dFiling |
| Dec 12, 2023 | GB GBIL Goldman Sachs Access Treasury 0-1 Year ETF | Sell | $1k - $15k | +27dFiling |
| Dec 12, 2023 | PP PPLT abrdn Physical Platinum Shares ETF | Buy | $1k - $15k | +27dFiling |
| Dec 12, 2023 | PA PALL abrdn Physical Palladium Shares ETF | Buy | $1k - $15k | +27dFiling |
Trade data sourced from House Financial Disclosures and Senate STOCK Act reports. Disclosure delays up to 45 days are permitted by law.
Data sourced from House and Senate STOCK Act disclosures. Not financial advice. Full disclaimer