Trade of the Thomas R Carper
Democrat · DE · Senate
In-remit alpha 12m
-5.6%
136 buys in their jurisdiction
Everything else
-8.9%
their other buys
$-weighted 12m
-9.0%
all buys, by size
t-stat (12m)
-5.87
outside the noise
Disclosure lag
80 days
trade → public filing
Est. volume
$2.0M
0 option trades
Trading profile
| Disclosed transactions | 1,121 across 69 filings |
| Buys / sells | 578 / 537 |
| Distinct securities | 254 |
| Estimated volume | $11.1M |
| Traded in family accounts | 1118 of 1121 |
| Active | 27 Feb 2019 – 13 Dec 2024 |
| Busiest single day | 120 trades 02 Apr 2020 |
120 transactions on a single day is the signature of a managed account being rebalanced rather than 120 separate decisions — which is why the grades below skew low.
What they buy
| Technology | 56 | |
| Financials | 53 | |
| Healthcare | 34 | |
| Industrials | 19 | |
| Pharma | 17 | |
| Real Estate | 15 | |
| Materials | 13 | |
| Energy | 10 |
Committees — what defines their remit
No standing committee seats on record.Jurisdiction sectors: none · access score 0.00
How their trades grade
How often their trades look like discrete, in-jurisdiction decisions rather than managed-account activity.
| A |
|
0 |
| B |
|
26 |
| C |
|
62 |
| D |
|
60 |
| E |
|
220 |
Largest positions
| Ticker | Buys | Est. size | Avg 12m vs SPY |
|---|---|---|---|
| GBIL | 14 | $101.3K | -14.5% |
| ICLN | 1 | $70.7K | -25.1% |
| PSQ | 12 | $70.0K | -20.4% |
| XCAPX | 3 | $58.6K | -34.1% |
| HDGE | 8 | $54.5K | -41.0% |
| SH | 7 | $50.6K | -9.9% |
| WIW | 10 | $38.7K | -9.3% |
| CEF | 10 | $38.7K | -18.7% |
| XCEM | 3 | $35.1K | -19.4% |
| SRVR | 9 | $34.9K | -9.6% |
| LDP | 9 | $34.9K | -8.5% |
| SBPYX | 2 | $31.3K | -18.7% |
All disclosed trades
| Grade | Side | Traded | Ticker | Amount | Owner | 12m vs SPY | Remit |
|---|---|---|---|---|---|---|---|
| E | SELL | 13 Dec 2024 | AY Atlantica Yield Plc |
$1,001 - $15,000 | spouse | — | — |
| — | SELL | 01 Aug 2024 | None US TREASURY BILL |
$50,001 - $100,000 | spouse | — | — |
| — | SELL | 01 Aug 2024 | None US TREASURY BILL |
$50,001 - $100,000 | spouse | — | — |
| — | SELL | 01 Aug 2024 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| — | SELL | 01 Aug 2024 | None US TREASURY BILL |
$50,001 - $100,000 | spouse | — | — |
| — | SELL | 18 Jul 2024 | None UBS CONTINGENT AUTOCALL MET Rate/C |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 17 Jun 2024 | None US TREASURY BILL |
$50,001 - $100,000 | spouse | — | — |
| — | SELL | 13 Jun 2024 | None US TREASURY BILL |
$50,001 - $100,000 | spouse | — | — |
| — | SELL | 13 Jun 2024 | None US TREASURY BILL |
$100,001 - $250,000 | spouse | — | — |
| — | SELL | 13 Jun 2024 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| — | SELL | 13 Jun 2024 | None US TREASURY BILL |
$50,001 - $100,000 | spouse | — | — |
| — | BUY | 12 Jun 2024 | None US TREASURY BILL |
$50,001 - $100,000 | spouse | — | — |
| — | BUY | 12 Jun 2024 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 12 Jun 2024 | None US TREASURY BILL |
$50,001 - $100,000 | spouse | — | — |
| E | BUY | 22 May 2024 | TGT Target Corp |
$1,001 - $15,000 | spouse | -50.8% | — |
| E | BUY | 16 May 2024 | VEA Vanguard FTSE Developed Markets ET |
$1,001 - $15,000 | spouse | -0.4% | — |
| E | SELL | 16 May 2024 | PRF Invesco FTSE RAFI US 1000 ETF |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 16 May 2024 | VIG Vanguard Div Appreciation ETF |
$1,001 - $15,000 | spouse | -1.3% | — |
| E | BUY | 16 May 2024 | COWZ Pacer US Cash Cows 100 Index |
$1,001 - $15,000 | spouse | -14.8% | — |
| E | BUY | 16 May 2024 | ICOW Pacer Developed Markets Internatio |
$1,001 - $15,000 | spouse | -6.9% | — |
| E | SELL | 16 May 2024 | EFAD Proshares MSCI EAFE Dividend Growe |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 16 May 2024 | FDRR Fidelity Dividend ETF For Rising R |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 16 May 2024 | VEA Vanguard FTSE Developed Markets ET |
$1,001 - $15,000 | spouse | -0.4% | — |
| E | SELL | 16 May 2024 | EFAD Proshares MSCI EAFE Dividend Growe |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 15 May 2024 | SMDV ProShares Russell 2000 Dividend Gr |
$1,001 - $15,000 | spouse | — | — |
| D | BUY | 15 May 2024 | CALF Pacer US Small Cap Cash Cows 100 E |
$1,001 - $15,000 | spouse | -29.4% | — |
| E | BUY | 14 May 2024 | SRVR Pacer Benchmark Data & Infrastruct |
$1,001 - $15,000 | spouse | +2.6% | — |
| E | SELL | 14 May 2024 | MOO VanEck Agribusiness ETF |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 09 May 2024 | ATKR Atkore Inc |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 09 May 2024 | TTE TotalEnergies SE |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 09 May 2024 | SBUX Starbucks Corp |
$1,001 - $15,000 | spouse | — | — |
| B | BUY | 09 May 2024 | EMR Emerson Electric Company |
$1,001 - $15,000 | spouse | -0.3% | yes |
| B | BUY | 09 May 2024 | OXY Occidental Petroleum Corp |
$1,001 - $15,000 | spouse | -43.6% | yes |
| — | SELL | 02 May 2024 | None US TREASURY BILL |
$50,001 - $100,000 | spouse | — | — |
| — | SELL | 02 May 2024 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| — | SELL | 02 May 2024 | None US TREASURY BILL |
$100,001 - $250,000 | spouse | — | — |
| — | BUY | 02 May 2024 | None US TREASURY BILL |
$100,001 - $250,000 | spouse | — | — |
| — | SELL | 02 May 2024 | None US TREASURY BILL |
$50,001 - $100,000 | spouse | — | — |
| — | BUY | 01 May 2024 | None US TREASURY BILL |
$50,001 - $100,000 | spouse | — | — |
| — | BUY | 01 May 2024 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 01 May 2024 | None US TREASURY BILL |
$50,001 - $100,000 | spouse | — | — |
| C | SELL | 11 Apr 2024 | VLO Valero Energy Corp |
$1,001 - $15,000 | spouse | — | yes |
| B | BUY | 11 Apr 2024 | ENB Enbridge Inc |
$1,001 - $15,000 | spouse | +26.6% | yes |
| — | SELL | 01 Apr 2024 | None JPM CONTINGENT AUTOCALL C Rate/Cou |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 28 Mar 2024 | None US TREASURY BILL |
$1,001 - $15,000 | spouse | — | — |
| — | BUY | 28 Mar 2024 | None US TREASURY BILL |
$1,001 - $15,000 | spouse | — | — |
| — | BUY | 28 Mar 2024 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| B | BUY | 28 Mar 2024 | D Dominion Energy Inc |
$1,001 - $15,000 | spouse | +11.7% | yes |
| C | SELL | 28 Mar 2024 | MOS Mosaic Company |
$1,001 - $15,000 | spouse | — | yes |
| B | BUY | 28 Mar 2024 | NTR Nutrien Ltd |
$1,001 - $15,000 | spouse | -13.8% | yes |
| — | SELL | 26 Mar 2024 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| — | SELL | 26 Mar 2024 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| — | SELL | 26 Mar 2024 | None US TREASURY BILL |
$50,001 - $100,000 | spouse | — | — |
| — | BUY | 26 Mar 2024 | None US TREASURY BILL |
$50,001 - $100,000 | spouse | — | — |
| — | BUY | 25 Mar 2024 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 25 Mar 2024 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| B | SELL | 21 Mar 2024 | INOD Innodata Inc |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 21 Mar 2024 | SOFI Sofi Technologies Inc |
$1,001 - $15,000 | spouse | — | yes |
| D | BUY | 21 Mar 2024 | ALTM Arcadium Lithium Plc |
$1,001 - $15,000 | spouse | — | — |
| — | SELL | 19 Mar 2024 | None US TREASURY BILL |
$50,001 - $100,000 | spouse | — | — |
| — | BUY | 19 Mar 2024 | None US TREASURY BILL |
$50,001 - $100,000 | spouse | — | — |
| — | SELL | 19 Mar 2024 | None US TREASURY BILL |
$50,001 - $100,000 | spouse | — | — |
| — | SELL | 18 Mar 2024 | None RYDER SYSTEM INC Rate/Coupon: 3.65 |
$1,001 - $15,000 | spouse | — | — |
| — | BUY | 18 Mar 2024 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 15 Mar 2024 | None TAMPA ELECTRIC CO Rate/Coupon: 4.9 |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 13 Mar 2024 | CEF Sprott Physical Gold & Silver Trus |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 13 Mar 2024 | CEF Sprott Physical Gold & Silver Trus |
$1,001 - $15,000 | spouse | — | — |
| C | BUY | 13 Mar 2024 | SQM Sociedad Quimica Y Minera S.A. ADR |
$1,001 - $15,000 | spouse | -27.7% | yes |
| E | SELL | 13 Mar 2024 | CEF Sprott Physical Gold & Silver Trus |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 13 Mar 2024 | GLD SPDR Gold Trust |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 11 Mar 2024 | ETRN Equitrans Midstream Corp |
$1,001 - $15,000 | spouse | — | — |
| C | BUY | 07 Mar 2024 | NVDA Nvidia Corp |
$1,001 - $15,000 | spouse | +13.6% | yes |
| C | SELL | 07 Mar 2024 | AAPL Apple Inc |
$1,001 - $15,000 | spouse | — | yes |
| C | BUY | 05 Mar 2024 | ICLN Global Clean Energy Ishares ETF |
$50,001 - $100,000 | self | -25.1% | — |
| — | BUY | 22 Feb 2024 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| D | BUY | 16 Feb 2024 | TGT Target Corp |
$1,001 - $15,000 | spouse | -43.4% | — |
| C | SELL | 16 Feb 2024 | EQNR Equinor ASA |
$1,001 - $15,000 | spouse | — | yes |
| — | SELL | 08 Feb 2024 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| — | SELL | 08 Feb 2024 | None US TREASURY BILL |
$100,001 - $250,000 | spouse | — | — |
| — | BUY | 08 Feb 2024 | None US TREASURY BILL |
$50,001 - $100,000 | spouse | — | — |
| — | BUY | 08 Feb 2024 | None US TREASURY BILL |
$50,001 - $100,000 | spouse | — | — |
| — | BUY | 07 Feb 2024 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| — | SELL | 18 Jan 2024 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| — | SELL | 18 Jan 2024 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| — | SELL | 18 Jan 2024 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 17 Jan 2024 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 17 Jan 2024 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| E | BUY | 17 Jan 2024 | GBIL Goldman Sachs Access Treasury 0-1 |
$1,001 - $15,000 | spouse | -18.4% | — |
| C | BUY | 17 Jan 2024 | AES The Aes Corp |
$1,001 - $15,000 | spouse | -56.9% | yes |
| C | SELL | 17 Jan 2024 | TTE TotalEnergies SE |
$1,001 - $15,000 | spouse | — | yes |
| E | BUY | 17 Jan 2024 | SBUX Starbucks Corp |
$1,001 - $15,000 | spouse | -1.1% | — |
| C | BUY | 17 Jan 2024 | VLO Valero Energy Corp |
$1,001 - $15,000 | spouse | -16.1% | yes |
| C | SELL | 17 Jan 2024 | MET Metlife Inc |
$1,001 - $15,000 | spouse | — | yes |
| C | BUY | 17 Jan 2024 | CME CME Group Inc |
$1,001 - $15,000 | spouse | -0.2% | yes |
| E | BUY | 17 Jan 2024 | ETRN Equitrans Midstream Corp |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 17 Jan 2024 | GBIL Goldman Sachs Access Treasury 0-1 |
$1,001 - $15,000 | spouse | -18.4% | — |
| C | SELL | 17 Jan 2024 | ABT Abbott Laboratories |
$1,001 - $15,000 | spouse | — | yes |
| — | SELL | 16 Jan 2024 | None BROADCOMCORP Rate/Coupon: 3.625% M |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 02 Jan 2024 | S Sentinelone Inc Cl A |
$1,001 - $15,000 | spouse | — | — |
| B | BUY | 02 Jan 2024 | DELL Dell Technologies Inc |
$1,001 - $15,000 | spouse | -4.2% | yes |
| — | BUY | 26 Dec 2023 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 26 Dec 2023 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| D | SELL | 21 Dec 2023 | TAC TRSWF - TransAlta Renewables Inc ( |
$1,001 - $15,000 | spouse | — | — |
| — | SELL | 19 Dec 2023 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| — | SELL | 19 Dec 2023 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| — | SELL | 19 Dec 2023 | None US TREASURY BILL |
$50,001 - $100,000 | spouse | — | — |
| — | BUY | 19 Dec 2023 | None US TREASURY BILL |
$100,001 - $250,000 | spouse | — | — |
| — | SELL | 19 Dec 2023 | None US TREASURY BILL |
$50,001 - $100,000 | spouse | — | — |
| E | BUY | 18 Dec 2023 | XCEM Columbia EM Core Ex-China ETF |
$1,001 - $15,000 | spouse | -24.4% | — |
| E | BUY | 18 Dec 2023 | SMDV ProShares Russell 2000 Dividend Gr |
$1,001 - $15,000 | spouse | -18.9% | — |
| E | BUY | 18 Dec 2023 | FDRR Fidelity Dividend ETF For Rising R |
$1,001 - $15,000 | spouse | -5.8% | — |
| — | BUY | 18 Dec 2023 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| E | BUY | 18 Dec 2023 | SBPYX Clearbridge Small Cap Growth Fd Cl |
$15,001 - $50,000 | spouse | -16.4% | — |
| E | BUY | 18 Dec 2023 | XCEM Columbia EM Core Ex-China ETF |
$15,001 - $50,000 | spouse | -24.4% | — |
| D | SELL | 14 Dec 2023 | HDGE Ranger Equity Bear Bear ETF |
$15,001 - $50,000 | spouse | — | — |
| E | SELL | 14 Dec 2023 | HDGE Ranger Equity Bear Bear ETF |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 14 Dec 2023 | HDGE Ranger Equity Bear Bear ETF |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 11 Dec 2023 | SBUX Starbucks Corp |
$1,001 - $15,000 | spouse | -26.0% | — |
| C | BUY | 11 Dec 2023 | VLO Valero Energy Corp |
$1,001 - $15,000 | spouse | -33.0% | yes |
| C | SELL | 11 Dec 2023 | DGX Quest Diagnostics Inc |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 11 Dec 2023 | TSM Taiwan Semiconductor Manufacturing |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 11 Dec 2023 | AGX Argan Inc |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 11 Dec 2023 | MOS Mosaic Company |
$1,001 - $15,000 | spouse | — | yes |
| E | BUY | 11 Dec 2023 | GLPI Gaming and Leisure Properties, Inc |
$1,001 - $15,000 | spouse | -24.2% | — |
| E | SELL | 11 Dec 2023 | URA Global X Uranium ETF |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 11 Dec 2023 | FNF Fidelity National Financial |
$1,001 - $15,000 | spouse | — | yes |
| C | BUY | 11 Dec 2023 | FLNG Flex Lng Ltd |
$1,001 - $15,000 | spouse | -40.1% | yes |
| E | SELL | 11 Dec 2023 | IRM Iron Mountain Inc |
$1,001 - $15,000 | spouse | — | — |
| C | BUY | 11 Dec 2023 | FMC FMC Corp |
$1,001 - $15,000 | spouse | -46.0% | yes |
| E | BUY | 11 Dec 2023 | KMB Kimberly-Clark Corp |
$1,001 - $15,000 | spouse | -17.7% | — |
| E | SELL | 20 Oct 2023 | PSQ ProShares Short QQQ |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 20 Oct 2023 | HDGE Ranger Equity Bear Bear ETF |
$1,001 - $15,000 | spouse | -51.0% | — |
| E | SELL | 20 Oct 2023 | PSQ ProShares Short QQQ |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 20 Oct 2023 | HDGE Ranger Equity Bear Bear ETF |
$1,001 - $15,000 | spouse | -51.0% | — |
| E | SELL | 20 Oct 2023 | PSQ ProShares Short QQQ |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 20 Oct 2023 | HDGE Ranger Equity Bear Bear ETF |
$1,001 - $15,000 | spouse | -51.0% | — |
| — | SELL | 19 Oct 2023 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| — | SELL | 19 Oct 2023 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| — | SELL | 19 Oct 2023 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 19 Oct 2023 | None US TREASURY BILL |
$50,001 - $100,000 | spouse | — | — |
| — | SELL | 19 Oct 2023 | None US TREASURY BILL |
$50,001 - $100,000 | spouse | — | — |
| — | BUY | 18 Oct 2023 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 18 Oct 2023 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 18 Oct 2023 | None US TREASURY BILL |
$50,001 - $100,000 | spouse | — | — |
| D | BUY | 04 Oct 2023 | RVNC Revance Therapeutics, Inc. - Commo |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 04 Oct 2023 | GPCR Structure Therapeutics Inc |
$1,001 - $15,000 | spouse | — | — |
| — | SELL | 26 Sep 2023 | None US TREASURY BILL |
$1,001 - $15,000 | spouse | — | — |
| — | SELL | 26 Sep 2023 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 25 Sep 2023 | None US TREASURY BILL |
$1,001 - $15,000 | spouse | — | — |
| — | BUY | 25 Sep 2023 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| — | SELL | 21 Sep 2023 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| — | SELL | 21 Sep 2023 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| — | SELL | 21 Sep 2023 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 21 Sep 2023 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| — | SELL | 21 Sep 2023 | None US TREASURY BILL |
$50,001 - $100,000 | spouse | — | — |
| — | BUY | 20 Sep 2023 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 20 Sep 2023 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 20 Sep 2023 | None US TREASURY BILL |
$50,001 - $100,000 | spouse | — | — |
| C | BUY | 29 Aug 2023 | RMD Resmed Inc |
$1,001 - $15,000 | spouse | +34.9% | yes |
| B | BUY | 29 Aug 2023 | INOD Innodata Inc |
$1,001 - $15,000 | spouse | +6.9% | yes |
| C | BUY | 29 Aug 2023 | NEE Nextera Energy |
$1,001 - $15,000 | spouse | +1.1% | yes |
| C | SELL | 29 Aug 2023 | SWKS Skyworks Solutions |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 29 Aug 2023 | AQN Algonquin Power and Utilities Corp |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 29 Aug 2023 | CRWD Crowdstrike Holdings Inc |
$1,001 - $15,000 | spouse | — | yes |
| B | SELL | 25 Aug 2023 | NTLA Intellia Therapeutics, Inc. - Comm |
$1,001 - $15,000 | spouse | — | yes |
| E | BUY | 23 Aug 2023 | PSQ ProShares Short QQQ |
$1,001 - $15,000 | spouse | -38.0% | — |
| E | BUY | 23 Aug 2023 | PSQ ProShares Short QQQ |
$1,001 - $15,000 | spouse | -38.0% | — |
| E | BUY | 23 Aug 2023 | PSQ ProShares Short QQQ |
$1,001 - $15,000 | spouse | -38.0% | — |
| B | BUY | 22 Aug 2023 | ROK Rockwell Automation Inc |
$1,001 - $15,000 | spouse | -39.1% | yes |
| E | SELL | 22 Aug 2023 | MPW Medical Properties Trust |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 18 Aug 2023 | PSQ ProShares Short QQQ |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 18 Aug 2023 | PSQ ProShares Short QQQ |
$1,001 - $15,000 | spouse | — | — |
| D | BUY | 16 Aug 2023 | XCEM Columbia EM Core Ex-China ETF |
$1,001 - $15,000 | spouse | -9.4% | — |
| E | SELL | 16 Aug 2023 | JHEM John Hancock Multifactor Emerging |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 16 Aug 2023 | JHEM John Hancock Multifactor Emerging |
$1,001 - $15,000 | spouse | — | — |
| B | SELL | 15 Aug 2023 | BAH Booz Allen Hamilton Holding Corp |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 10 Aug 2023 | RMBS Rambus Inc |
$1,001 - $15,000 | spouse | — | — |
| B | BUY | 10 Aug 2023 | SOFI Sofi Technologies Inc |
$1,001 - $15,000 | spouse | -41.1% | yes |
| C | SELL | 04 Aug 2023 | FTNT Fortinet Inc |
$1,001 - $15,000 | spouse | — | yes |
| — | BUY | 02 Aug 2023 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 28 Jul 2023 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 28 Jul 2023 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 28 Jul 2023 | None US TREASURY BILL |
$50,001 - $100,000 | spouse | — | — |
| — | SELL | 27 Jul 2023 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| — | SELL | 27 Jul 2023 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| — | SELL | 13 Jul 2023 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| E | BUY | 13 Jul 2023 | PSQ ProShares Short QQQ |
$1,001 - $15,000 | spouse | -33.0% | — |
| E | SELL | 13 Jul 2023 | HDGE Ranger Equity Bear Bear ETF |
$1,001 - $15,000 | spouse | — | — |
| — | SELL | 13 Jul 2023 | None US TREASURY BILL |
$50,001 - $100,000 | spouse | — | — |
| — | SELL | 13 Jul 2023 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| E | BUY | 13 Jul 2023 | PSQ ProShares Short QQQ |
$1,001 - $15,000 | spouse | -33.0% | — |
| D | SELL | 13 Jul 2023 | HDGE Ranger Equity Bear Bear ETF |
$15,001 - $50,000 | spouse | — | — |
| C | BUY | 10 Jul 2023 | VZ Verizon Communications Inc |
$1,001 - $15,000 | spouse | +12.4% | yes |
| B | BUY | 10 Jul 2023 | FNF Fidelity National Financial |
$1,001 - $15,000 | spouse | +26.0% | yes |
| — | BUY | 06 Jul 2023 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 06 Jul 2023 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| — | SELL | 20 Jun 2023 | None US TREASURY BILL |
$1,001 - $15,000 | spouse | — | — |
| — | SELL | 20 Jun 2023 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| C | SELL | 20 Jun 2023 | ETN Eaton Corporation, PLC Ordinary Sh |
$1,001 - $15,000 | spouse | — | yes |
| B | BUY | 20 Jun 2023 | TT Trane Technologies plc |
$1,001 - $15,000 | spouse | +47.4% | yes |
| — | BUY | 16 Jun 2023 | None US TREASURY BILL |
$1,001 - $15,000 | spouse | — | — |
| — | BUY | 16 Jun 2023 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| C | SELL | 25 May 2023 | NVDA NVIDIA Corporation - Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| C | BUY | 22 May 2023 | BAH Booz Allen Hamilton Holding Corpor |
$1,001 - $15,000 | spouse | +14.3% | yes |
| C | BUY | 22 May 2023 | NTLA Intellia Therapeutics, Inc. - Comm |
$1,001 - $15,000 | spouse | -71.4% | yes |
| C | SELL | 22 May 2023 | KEYS Keysight Technologies Inc. Common |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 22 May 2023 | DIS Walt Disney Company (The) Common S |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 09 May 2023 | PYPL PayPal Holdings, Inc. - Common Sto |
$1,001 - $15,000 | spouse | — | yes |
| — | BUY | 09 May 2023 | None US TREASURY BILL |
$50,001 - $100,000 | spouse | — | — |
| — | SELL | 02 May 2023 | None US TREASURY BILL |
$1,001 - $15,000 | spouse | — | — |
| — | SELL | 02 May 2023 | None US TREASURY BILL |
$50,001 - $100,000 | spouse | — | — |
| — | SELL | 02 May 2023 | None US TREASURY BILL |
$1,001 - $15,000 | spouse | — | — |
| — | SELL | 02 May 2023 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 01 May 2023 | None US TREASURY BILL |
$1,001 - $15,000 | spouse | — | — |
| — | BUY | 01 May 2023 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| B | BUY | 26 Apr 2023 | NVS Novartis AG Common Stock |
$1,001 - $15,000 | spouse | -23.1% | yes |
| C | SELL | 26 Apr 2023 | TMO Thermo Fisher Scientific Inc Commo |
$1,001 - $15,000 | spouse | — | yes |
| — | SELL | 20 Apr 2023 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| — | SELL | 20 Apr 2023 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 19 Apr 2023 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 19 Apr 2023 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| E | SELL | 17 Apr 2023 | FIMKX Fidelity Advisor Emerging Markets |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 17 Apr 2023 | FCPIX Fidelity Advisor International Cap |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 17 Apr 2023 | JHMM John Hancock Multifactor Mid Cap E |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 17 Apr 2023 | SBIO Alps Medical Breakthroughs ETF |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 17 Apr 2023 | LGI Lazard Global Total Return and Inc |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 17 Apr 2023 | BRKR Bruker Corporation - Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 17 Apr 2023 | AVNT Avient Corporation Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 17 Apr 2023 | FDN First Trust Dow Jones Internet ETF |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 17 Apr 2023 | RTH VanEck Retail ETF |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 17 Apr 2023 | SNDR Schneider National, Inc. Common St |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 17 Apr 2023 | DGRS WisdomTree U.S. SmallCap Quality D |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 17 Apr 2023 | MRVL Marvell Technology Group Ltd. - Co |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 17 Apr 2023 | ALGM Allegro MicroSystems, Inc. - Commo |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 17 Apr 2023 | DIOD Diodes Incorporated - Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| C | SELL | 17 Apr 2023 | VSH Vishay Intertechnology, Inc. Commo |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 13 Apr 2023 | UAA Under Armour, Inc. Class A Common |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 13 Apr 2023 | UA Under Armour, Inc. Class C Common |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 13 Apr 2023 | CSCO Cisco Systems, Inc. - Common Stock |
$15,001 - $50,000 | spouse | — | yes |
| — | BUY | 13 Apr 2023 | None US TREASURY BILL |
$50,001 - $100,000 | spouse | — | — |
| — | SELL | 23 Mar 2023 | None US TREASURY BILL |
$1,001 - $15,000 | spouse | — | — |
| — | BUY | 23 Mar 2023 | None US TREASURY BILL |
$1,001 - $15,000 | spouse | — | — |
| — | SELL | 23 Mar 2023 | None US TREASURY BILL |
$1,001 - $15,000 | spouse | — | — |
| — | BUY | 23 Mar 2023 | None US TREASURY BILL |
$1,001 - $15,000 | spouse | — | — |
| — | SELL | 23 Mar 2023 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 23 Mar 2023 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| B | SELL | 07 Mar 2023 | AAPL Apple Inc. - Common Stock |
$15,001 - $50,000 | spouse | — | yes |
| — | BUY | 28 Feb 2023 | None US TREASURY BILL |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 21 Feb 2023 | QCOM QUALCOMM Incorporated - Common Sto |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 21 Feb 2023 | SBUX Starbucks Corporation - Common Sto |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 21 Feb 2023 | VFH Vanguard Financials ETF |
$1,001 - $15,000 | spouse | — | — |
| D | BUY | 21 Feb 2023 | SQM Sociedad Quimica y Minera S.A. Com |
$1,001 - $15,000 | spouse | -67.3% | yes |
| C | BUY | 21 Feb 2023 | WM Waste Management, Inc. Common Stoc |
$1,001 - $15,000 | spouse | +8.0% | yes |
| D | SELL | 21 Feb 2023 | TSM Taiwan Semiconductor Manufacturing |
$1,001 - $15,000 | spouse | — | yes |
| C | BUY | 21 Feb 2023 | AGX Argan, Inc. Common Stock |
$1,001 - $15,000 | spouse | -9.1% | yes |
| E | SELL | 21 Feb 2023 | KBE SPDR S&P Bank ETF |
$1,001 - $15,000 | spouse | — | — |
| D | BUY | 21 Feb 2023 | HASI Hannon Armstrong Sustainable Infra |
$1,001 - $15,000 | spouse | -42.8% | yes |
| D | BUY | 21 Feb 2023 | MOS Mosaic Company (The) Common Stock |
$1,001 - $15,000 | spouse | -72.8% | yes |
| E | BUY | 21 Feb 2023 | FPI Farmland Partners Inc. Common Stoc |
$1,001 - $15,000 | spouse | -20.8% | — |
| E | SELL | 21 Feb 2023 | RTH VanEck Retail ETF |
$1,001 - $15,000 | spouse | — | — |
| C | BUY | 21 Feb 2023 | BSM Black Stone Minerals, L.P. Common |
$1,001 - $15,000 | spouse | -24.2% | yes |
| D | BUY | 21 Feb 2023 | RTX Raytheon Technologies Corporation |
$1,001 - $15,000 | spouse | -38.0% | yes |
| E | SELL | 21 Feb 2023 | IRM Iron Mountain Incorporated (Delawa |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 21 Feb 2023 | APO Apollo Global Management, Inc. Cla |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 15 Feb 2023 | ABYIX Abbey Capital Futures Strategy Fun |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 15 Feb 2023 | MBXIX Catalyst/Millburn Hedge Strategy F |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 15 Feb 2023 | LUBYX Lord Abbett Ultra Short Bond Fund |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 15 Feb 2023 | None US TREASURY BILL |
$1,001 - $15,000 | spouse | — | — |
| — | BUY | 15 Feb 2023 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| E | SELL | 15 Feb 2023 | JHMM John Hancock Multifactor Mid Cap E |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 15 Feb 2023 | VHT Vanguard Health Care ETF |
$1,001 - $15,000 | spouse | -16.2% | — |
| E | SELL | 15 Feb 2023 | SBIO ALPS Medical Breakthroughs ETF |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 15 Feb 2023 | IVV iShares Core S&P 500 ETF |
$1,001 - $15,000 | spouse | +0.1% | — |
| E | BUY | 15 Feb 2023 | IJR iShares Core S&P Small-Cap ETF |
$1,001 - $15,000 | spouse | -25.0% | — |
| E | BUY | 15 Feb 2023 | IWD iShares Russell 1000 Value ETF |
$1,001 - $15,000 | spouse | -17.6% | — |
| E | SELL | 15 Feb 2023 | CDL VictoryShares US Large Cap High Di |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 15 Feb 2023 | SPGP Invesco S&P 500 GARP ETF |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 15 Feb 2023 | GNR SPDR S&P Global Natural Resources |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 15 Feb 2023 | LDP Cohen & Steers Limited Duration Pr |
$1,001 - $15,000 | spouse | — | yes |
| E | BUY | 15 Feb 2023 | QTEC First Trust NASDAQ-100-Technology |
$1,001 - $15,000 | spouse | +30.7% | — |
| E | SELL | 15 Feb 2023 | FDN First Trust DJ Internet Index Fund |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 15 Feb 2023 | RTH VanEck Retail ETF |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 15 Feb 2023 | MOO VanEck Agribusiness ETF |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 15 Feb 2023 | IGHG ProShares Investment Grade-Interes |
$1,001 - $15,000 | spouse | -21.8% | — |
| E | BUY | 15 Feb 2023 | GBIL Goldman Sachs Access Treasury 0-1 |
$1,001 - $15,000 | spouse | -27.5% | — |
| E | SELL | 15 Feb 2023 | FDRR Fidelity Dividend ETF for Rising R |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 15 Feb 2023 | FQAL Fidelity Quality Factor ETF |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 15 Feb 2023 | NXTG First Trust Indxx NextG ETF |
$1,001 - $15,000 | spouse | — | — |
| — | SELL | 31 Jan 2023 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 31 Jan 2023 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 31 Jan 2023 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| C | SELL | 18 Jan 2023 | RIO Rio Tinto Plc |
$1,001 - $15,000 | spouse | — | yes |
| D | BUY | 18 Jan 2023 | FPI Farmland Partners Inc. Common Stoc |
$1,001 - $15,000 | spouse | -36.0% | — |
| — | BUY | 13 Jan 2023 | None UBS CONTINGENT AUTOCALL MET Rate/C |
$15,001 - $50,000 | spouse | — | — |
| B | SELL | 12 Jan 2023 | AQN Algonquin Power and Utilities Corp |
$1,001 - $15,000 | spouse | — | yes |
| E | BUY | 11 Jan 2023 | AMT American Tower Corporation (REIT) |
$1,001 - $15,000 | spouse | -32.8% | — |
| E | SELL | 11 Jan 2023 | SRVR Pacer Benchmark Data & Infrastruct |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 11 Jan 2023 | MOO VanEck Agribusiness ETF |
$1,001 - $15,000 | spouse | — | — |
| C | BUY | 11 Jan 2023 | ATKR Atkore Inc. Common Stock |
$1,001 - $15,000 | spouse | -15.1% | yes |
| E | SELL | 11 Jan 2023 | HOLX Hologic, Inc. - Common Stock |
$1,001 - $15,000 | spouse | — | — |
| D | BUY | 11 Jan 2023 | BHP BHP Group Limited American Deposit |
$1,001 - $15,000 | spouse | -26.0% | yes |
| D | SELL | 11 Jan 2023 | RMD ResMed Inc. Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 11 Jan 2023 | CVS CVS Health Corporation Common Stoc |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 11 Jan 2023 | TU Telus Corporation Ordinary Shares |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 11 Jan 2023 | DLR Digital Realty Trust, Inc. Common |
$1,001 - $15,000 | spouse | +6.7% | — |
| D | SELL | 11 Jan 2023 | AXS Axis Capital Holdings Limited Comm |
$1,001 - $15,000 | spouse | — | yes |
| C | BUY | 11 Jan 2023 | CME CME Group Inc. - Class A Common St |
$1,001 - $15,000 | spouse | +1.3% | yes |
| E | BUY | 11 Jan 2023 | SAND Sandstorm Gold Ltd. Ordinary Share |
$1,001 - $15,000 | spouse | — | — |
| C | BUY | 11 Jan 2023 | BSM Black Stone Minerals, L.P. Common |
$1,001 - $15,000 | spouse | -7.9% | yes |
| E | BUY | 11 Jan 2023 | URA Global X Uranium ETF |
$1,001 - $15,000 | spouse | +23.7% | — |
| C | BUY | 11 Jan 2023 | FLNG FLEX LNG Ltd. Ordinary Shares |
$1,001 - $15,000 | spouse | -16.8% | yes |
| C | BUY | 11 Jan 2023 | EQNR Equinor ASA |
$1,001 - $15,000 | spouse | -16.0% | yes |
| E | SELL | 11 Jan 2023 | MCD McDonald's Corporation Common Stoc |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 04 Jan 2023 | MAXR Maxar Technologies Inc |
$1,001 - $15,000 | spouse | — | — |
| D | BUY | 04 Jan 2023 | MGM MGM Resorts International Common S |
$1,001 - $15,000 | spouse | -12.2% | — |
| — | SELL | 29 Dec 2022 | None JPM CONTINGENT AUTOCALL GILD SQGER |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 20 Dec 2022 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| B | SELL | 29 Nov 2022 | WIW Western Asset Inflation-Linked Opp |
$1,001 - $15,000 | spouse | — | yes |
| E | BUY | 29 Nov 2022 | GBIL Goldman Sachs Access Treasury 0-1 |
$1,001 - $15,000 | spouse | -14.8% | — |
| B | SELL | 29 Nov 2022 | WIW Western Asset Inflation-Linked Opp |
$1,001 - $15,000 | spouse | — | yes |
| E | BUY | 29 Nov 2022 | GBIL Goldman Sachs Access Treasury 0-1 |
$1,001 - $15,000 | spouse | -14.8% | — |
| — | SELL | 29 Nov 2022 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| B | SELL | 15 Nov 2022 | WIW Western Asset Inflation-Linked Opp |
$15,001 - $50,000 | spouse | — | yes |
| D | BUY | 15 Nov 2022 | GBIL Goldman Sachs Access Treasury 0-1 |
$15,001 - $50,000 | spouse | -14.8% | — |
| E | SELL | 08 Nov 2022 | LUBYX Lord Abbett Ultra Short Bond Fund |
$1,001 - $15,000 | spouse | — | — |
| B | SELL | 08 Nov 2022 | WIW Western Asset Inflation-Linked Opp |
$1,001 - $15,000 | spouse | — | yes |
| B | SELL | 08 Nov 2022 | LDP Cohen & Steers Limited Duration Pr |
$1,001 - $15,000 | spouse | — | yes |
| D | BUY | 08 Nov 2022 | GBIL Goldman Sachs Access Treasury 0-1 |
$15,001 - $50,000 | spouse | -14.8% | — |
| B | BUY | 27 Oct 2022 | BMN BlackRock 2037 Municipal Target Te |
$1,001 - $15,000 | spouse | -22.6% | yes |
| — | BUY | 17 Oct 2022 | None US TREASURY BILL |
$15,001 - $50,000 | spouse | — | — |
| E | BUY | 17 Oct 2022 | MBXIX Catalyst/Millburn Hedge Strategy F |
$1,001 - $15,000 | spouse | -17.6% | — |
| E | SELL | 17 Oct 2022 | GSMYX Goldman Sachs Small/Mid-Cap Growth |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 17 Oct 2022 | SBPYX Clearbridge Small Cap Growth Fd Cl |
$1,001 - $15,000 | spouse | -21.0% | — |
| — | SELL | 17 Oct 2022 | None FIMKX - Fidelity Advisor Focused E |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 17 Oct 2022 | FCPIX Fidelity Advisor International Cap |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 17 Oct 2022 | VZ Verizon Communications Inc. Common |
$1,001 - $15,000 | spouse | — | yes |
| D | BUY | 17 Oct 2022 | CVS CVS Health Corporation Common Stoc |
$1,001 - $15,000 | spouse | -43.6% | yes |
| E | SELL | 17 Oct 2022 | DLR Digital Realty Trust, Inc. Common |
$1,001 - $15,000 | spouse | — | — |
| D | BUY | 17 Oct 2022 | TSM Taiwan Semiconductor Manufacturing |
$1,001 - $15,000 | spouse | +35.2% | yes |
| E | BUY | 17 Oct 2022 | MPW Medical Properties Trust, Inc. com |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 17 Oct 2022 | SRVR Pacer Benchmark Data & Infrastruct |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 17 Oct 2022 | LDP Cohen & Steers Limited Duration Pr |
$1,001 - $15,000 | spouse | — | yes |
| E | BUY | 17 Oct 2022 | EFAD ProShares Trust ProShares MSCI EAF |
$1,001 - $15,000 | spouse | -6.0% | — |
| E | SELL | 17 Oct 2022 | GMRE Global Medical REIT Inc. Common St |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 17 Oct 2022 | JHEM John Hancock Multifactor Emerging |
$1,001 - $15,000 | spouse | -5.0% | — |
| C | BUY | 17 Oct 2022 | ABT Abbott Laboratories Common Stock |
$1,001 - $15,000 | spouse | -17.2% | yes |
| D | SELL | 17 Oct 2022 | DIS Walt Disney Company (The) Common S |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 17 Oct 2022 | INTC Intel Corporation - Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| E | BUY | 10 Oct 2022 | HDGE Ranger Equity Bear Bear ETF |
$1,001 - $15,000 | spouse | -35.1% | — |
| E | BUY | 10 Oct 2022 | HDGE Ranger Equity Bear Bear ETF |
$1,001 - $15,000 | spouse | -35.1% | — |
| E | SELL | 10 Oct 2022 | PSQ ProShares Short QQQ |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 10 Oct 2022 | HDGE Ranger Equity Bear Bear ETF |
$1,001 - $15,000 | spouse | -35.1% | — |
| E | BUY | 10 Oct 2022 | HDGE Ranger Equity Bear Bear ETF |
$15,001 - $50,000 | spouse | -35.1% | — |
| E | SELL | 05 Oct 2022 | PSQ ProShares Short QQQ |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 05 Oct 2022 | PSQ ProShares Short QQQ |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 05 Oct 2022 | SH ProShares Short S&P500 |
$1,001 - $15,000 | spouse | — | — |
| D | BUY | 05 Oct 2022 | HDGE Ranger Equity Bear Bear ETF |
$1,001 - $15,000 | spouse | -35.1% | — |
| E | SELL | 05 Oct 2022 | PSQ ProShares Short QQQ |
$15,001 - $50,000 | spouse | — | — |
| B | SELL | 04 Oct 2022 | HQL TeklaLife Sciences Investors Commo |
$1,001 - $15,000 | spouse | — | yes |
| — | SELL | 04 Oct 2022 | None JPM Contingent Autocall C Rate/Cou |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 04 Oct 2022 | NID Nuveen Intermediate Duration Munic |
$15,001 - $50,000 | spouse | — | — |
| E | SELL | 04 Oct 2022 | SBIO Alps Medical Breakthroughs ETF |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 19 Sep 2022 | SH ProShares Short S&P500 |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 19 Sep 2022 | SH ProShares Short S&P500 |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 19 Sep 2022 | SH ProShares Short S&P500 |
$15,001 - $50,000 | spouse | — | — |
| — | SELL | 15 Sep 2022 | None BCS Contingent Autocall COF Rate/C |
$15,001 - $50,000 | spouse | — | — |
| C | SELL | 08 Sep 2022 | SQM Sociedad Quimica y Minera S.A. Com |
$1,001 - $15,000 | spouse | — | yes |
| B | BUY | 18 Aug 2022 | SQM Sociedad Quimica y Minera S.A. Com |
$1,001 - $15,000 | spouse | -51.4% | yes |
| C | SELL | 18 Aug 2022 | FAST Fastenal Company - Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| E | BUY | 10 Aug 2022 | MBXIX Catalyst/Millburn Hedge Strategy F |
$1,001 - $15,000 | spouse | -7.9% | — |
| E | BUY | 10 Aug 2022 | LUBYX Lord Abbett Ultra Short Bond Fund |
$1,001 - $15,000 | spouse | -10.9% | — |
| E | BUY | 10 Aug 2022 | GSIMX Goldman Sachs Gqg Partners Interna |
$1,001 - $15,000 | spouse | +2.0% | — |
| E | SELL | 10 Aug 2022 | GSMYX Goldman Sachs Small/Mid-Cap Growth |
$1,001 - $15,000 | spouse | — | — |
| — | SELL | 10 Aug 2022 | None FIMKX - Fidelity Advisor Focused E |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 10 Aug 2022 | FCPIX Fidelity Advisor International Cap |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 10 Aug 2022 | IJS iShares S&P SmallCap 600 Value ETF |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 10 Aug 2022 | JHMM John Hancock Multifactor Mid Cap E |
$1,001 - $15,000 | spouse | -8.7% | — |
| D | SELL | 10 Aug 2022 | WIW Western Asset Inflation-Linked Opp |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 10 Aug 2022 | IVV iShares Core S&P 500 |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 10 Aug 2022 | LGI Lazard Global Total Return and Inc |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 10 Aug 2022 | KRE SPDR S&P Regional Banking ETF |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 10 Aug 2022 | CDL VictoryShares US Large Cap High Di |
$1,001 - $15,000 | spouse | -17.3% | — |
| E | SELL | 10 Aug 2022 | CFA VictoryShares US 500 Volatility Wt |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 10 Aug 2022 | PRF Invesco FTSE RAFI US 1000 ETF |
$1,001 - $15,000 | spouse | -6.1% | — |
| E | BUY | 10 Aug 2022 | EELV S&P Emerging Markets Low Vol Inves |
$1,001 - $15,000 | spouse | -10.9% | — |
| E | BUY | 10 Aug 2022 | SPGP Invesco S&P 500 GARP ETF |
$1,001 - $15,000 | spouse | +0.6% | — |
| E | SELL | 10 Aug 2022 | SRVR Pacer Benchmark Data & Infrastruct |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 10 Aug 2022 | CEF Sprott Physical Gold & Silver Trus |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 10 Aug 2022 | GLD SPDR Gold Trust |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 10 Aug 2022 | GNR SPDR S&P Global Natural Resources |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 10 Aug 2022 | CIBR First Trust Nasdaq Cybersecurity E |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 10 Aug 2022 | LDP Cohen & Steers Limited Duration Pr |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 10 Aug 2022 | QTEC First Trust NASDAQ-100-Technology |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 10 Aug 2022 | GDXJ VanEck Vectors Junior Gold Miners |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 10 Aug 2022 | MOO VanEck Agribusiness ETF |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 10 Aug 2022 | GSSC GS Activebeta U.S. Small Cap Equit |
$1,001 - $15,000 | spouse | -7.3% | — |
| E | BUY | 10 Aug 2022 | SMDV ProShares Russell 2000 Dividend Gr |
$1,001 - $15,000 | spouse | -14.8% | — |
| E | SELL | 10 Aug 2022 | DGRS WisdomTree U.S. SmallCap Quality D |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 10 Aug 2022 | FINX Global X FinTech ETF |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 10 Aug 2022 | EFAD ProShares Trust ProShares MSCI EAF |
$1,001 - $15,000 | spouse | -4.9% | — |
| E | BUY | 10 Aug 2022 | FDRR Fidelity Dividend ETF For Rising R |
$1,001 - $15,000 | spouse | -7.0% | — |
| E | BUY | 10 Aug 2022 | FQAL Fidelity Quality Factor ETF |
$1,001 - $15,000 | spouse | -1.2% | — |
| E | BUY | 10 Aug 2022 | JHEM John Hancock Multifactor Emerging |
$1,001 - $15,000 | spouse | -9.7% | — |
| D | SELL | 09 Aug 2022 | FIASX Fidelity Advisor International Sma |
$15,001 - $50,000 | spouse | — | — |
| — | BUY | 21 Jun 2022 | None Broadcom Corp Rate/Coupon: 3.625% |
$15,001 - $50,000 | spouse | — | — |
| — | SELL | 15 Jun 2022 | None Office Properties Income Trust Rat |
$1,001 - $15,000 | spouse | — | — |
| — | BUY | 23 May 2022 | None Ryder Systems Inc Rate/Coupon: 3.6 |
$1,001 - $15,000 | spouse | — | — |
| — | SELL | 16 May 2022 | None Williams Companies Rate/Coupon: 3. |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 16 May 2022 | ABYIX Abbey Capital Futures Strategy Fun |
$1,001 - $15,000 | spouse | -5.7% | — |
| E | SELL | 16 May 2022 | GSMYX Goldman Sachs Small/Mid-Cap Growth |
$1,001 - $15,000 | spouse | — | — |
| — | SELL | 16 May 2022 | None FIMKX - Fidelity Advisor Focused E |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 16 May 2022 | FCPIX Fidelity Advisor International Cap |
$1,001 - $15,000 | spouse | — | — |
| C | SELL | 16 May 2022 | JCI Johnson Controls International plc |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 10 May 2022 | LUBYX Lord Abbett Ultra Short Bond Fund |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 10 May 2022 | ABYIX Abbey Capital Futures Strategy Fun |
$1,001 - $15,000 | spouse | -5.7% | — |
| E | SELL | 10 May 2022 | GSMYX Goldman Sachs Small/Mid-Cap Growth |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 10 May 2022 | IVV iShares Core S&P 500 ETF |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 10 May 2022 | GLD SPDR Gold Trust |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 10 May 2022 | GNR SPDR S&P Global Natural Resources |
$1,001 - $15,000 | spouse | -16.5% | — |
| E | SELL | 10 May 2022 | CIBR First Trust Nasdaq Cybersecurity E |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 10 May 2022 | QTEC First Trust NASDAQ-100-Technology |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 10 May 2022 | FDN First Trust DJ Internet Index Fund |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 10 May 2022 | RTH VanEck Vectors Retail ETF |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 10 May 2022 | FINX Global X FinTech ETF |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 10 May 2022 | NXTG First Trust Indxx Nextg ETF |
$1,001 - $15,000 | spouse | — | — |
| — | SELL | 01 Apr 2022 | None MS Contingent autocall on Boeing R |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 17 Mar 2022 | KWEB KS Trust KS CSI China Internet ETF |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 15 Mar 2022 | PSQ ProShares Short QQQ |
$1,001 - $15,000 | spouse | +12.4% | — |
| E | BUY | 15 Mar 2022 | SH ProShares Short S&P500 |
$1,001 - $15,000 | spouse | +14.4% | — |
| E | BUY | 14 Mar 2022 | PSQ ProShares Short QQQ |
$1,001 - $15,000 | spouse | +12.4% | — |
| E | BUY | 14 Mar 2022 | SH ProShares Short S&P500 |
$1,001 - $15,000 | spouse | +14.4% | — |
| E | BUY | 14 Mar 2022 | PSQ ProShares Short QQQ |
$1,001 - $15,000 | spouse | +12.4% | — |
| E | BUY | 14 Mar 2022 | SH ProShares Short S&P500 |
$1,001 - $15,000 | spouse | +14.4% | — |
| E | BUY | 14 Mar 2022 | PSQ ProShares Short QQQ |
$15,001 - $50,000 | spouse | +12.4% | — |
| E | BUY | 14 Mar 2022 | SH ProShares Short S&P500 |
$15,001 - $50,000 | spouse | +14.4% | — |
| E | BUY | 07 Mar 2022 | GLD SPDR Gold Trust |
$1,001 - $15,000 | spouse | +10.6% | — |
| E | BUY | 07 Mar 2022 | GNR SPDR S&P Global Natural Resources |
$1,001 - $15,000 | spouse | +0.8% | — |
| E | BUY | 07 Mar 2022 | MOO VanEck Vectors Agribusiness ETF |
$1,001 - $15,000 | spouse | -11.0% | — |
| E | SELL | 07 Mar 2022 | MAXR Maxar Technologies Inc |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 07 Mar 2022 | GLD SPDR Gold Trust |
$1,001 - $15,000 | spouse | +10.6% | — |
| E | BUY | 07 Mar 2022 | GNR SPDR S&P Global Natural Resources |
$1,001 - $15,000 | spouse | +0.8% | — |
| E | BUY | 07 Mar 2022 | GDXJ VanEck Junior Gold Miners ETF |
$1,001 - $15,000 | spouse | -4.1% | — |
| E | BUY | 07 Mar 2022 | MOO VanEck Vectors Agribusiness ETF |
$1,001 - $15,000 | spouse | -11.0% | — |
| E | SELL | 07 Mar 2022 | FCPIX Fidelity Advisor International Cap |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 07 Mar 2022 | SBIO Alps Medical Breakthroughs ETF |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 07 Mar 2022 | CFA VictoryShares US 500 Volatility Wt |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 07 Mar 2022 | DGRS WisdomTree U.S. SmallCap Quality D |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 07 Mar 2022 | NXTG First Trust Indxx Nextg ETF |
$1,001 - $15,000 | spouse | — | — |
| — | SELL | 25 Feb 2022 | None HSBC Autocall on Broadcom Rate/Cou |
$15,001 - $50,000 | spouse | — | — |
| E | SELL | 31 Jan 2022 | LUBFX Lord Abbett Ultra Short Bond Fund |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 31 Jan 2022 | GEMIX Goldman Sachs Emerging Markets Equ |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 31 Jan 2022 | CEF Sprott Physical Gold & Silver Trus |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 31 Jan 2022 | XAR SPDR S&P Aerospace & Defense ETF |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 31 Jan 2022 | PTMC Pacer Trendpilot US Mid Cap ETF |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 31 Jan 2022 | FIMKX Fidelity Advisor Emerging Markets |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 31 Jan 2022 | JHMM John Hancock Multifactor Mid Cap E |
$1,001 - $15,000 | spouse | +6.8% | — |
| C | BUY | 31 Jan 2022 | WIW Western Asset Inflation-Linked Opp |
$1,001 - $15,000 | spouse | -9.9% | yes |
| D | BUY | 31 Jan 2022 | NVDA NVIDIA Corporation - Common Stock |
$1,001 - $15,000 | spouse | -5.8% | yes |
| E | BUY | 31 Jan 2022 | GNR SPDR S&P Global Natural Resources |
$1,001 - $15,000 | spouse | +14.6% | — |
| E | BUY | 31 Jan 2022 | ITA iShares U.S. Aerospace & Defense E |
$1,001 - $15,000 | spouse | +18.5% | — |
| E | BUY | 31 Jan 2022 | MOO Vaneck Agribusiness ETF |
$1,001 - $15,000 | spouse | +5.4% | — |
| E | BUY | 31 Jan 2022 | SI Silvergate Capital Corporation Cla |
$1,001 - $15,000 | spouse | — | — |
| E | BUY | 26 Jan 2022 | FIMKX Fidelity Advisor Emerging Markets |
$1,001 - $15,000 | spouse | -7.9% | — |
| E | BUY | 26 Jan 2022 | JHMM John Hancock Multifactor Mid Cap E |
$1,001 - $15,000 | spouse | +6.8% | — |
| C | BUY | 26 Jan 2022 | WIW Western Asset Inflation-Linked Opp |
$1,001 - $15,000 | spouse | -9.9% | yes |
| E | BUY | 26 Jan 2022 | KRE S&P Regional Banking ETF SPDR |
$1,001 - $15,000 | spouse | -2.5% | — |
| E | BUY | 26 Jan 2022 | SRVR Pacer Benchmark & Infrastructure R |
$1,001 - $15,000 | spouse | -6.6% | — |
| E | BUY | 26 Jan 2022 | ITA iShares U.S. Aerospace & Defense E |
$1,001 - $15,000 | spouse | +18.5% | — |
| E | BUY | 26 Jan 2022 | MOO Vaneck Agribusiness ETF |
$1,001 - $15,000 | spouse | +5.4% | — |
| E | SELL | 26 Jan 2022 | GEMIX Goldman Sachs Emerging Markets Equ |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 26 Jan 2022 | XAR SPDR S&P Aerospace & Defense ETF |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 26 Jan 2022 | GLD SPDR Gold Trust |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 26 Jan 2022 | IVOO Vanguard S&P Mid-Cap 400 ETF |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 26 Jan 2022 | CIBR First Trust Nasdaq Cybersecurity E |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 26 Jan 2022 | KBA KraneShares Bosera MSCI China A ET |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 26 Jan 2022 | FDN First Trust Dow Jones Internet ETF |
$1,001 - $15,000 | spouse | — | — |
| E | SELL | 26 Jan 2022 | GBIL Goldman Sachs Access Treasury 0-1 |
$1,001 - $15,000 | spouse | — | — |
| B | SELL | 19 Jan 2022 | TSM Taiwan Semiconductor Manufacturing |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 18 Jan 2022 | C Citigroup, Inc. Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 18 Jan 2022 | IWN iShares Russell 2000 Value ETF |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 18 Jan 2022 | TTE TotalEnergies SE |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 18 Jan 2022 | QCOM QUALCOMM Incorporated - Common Sto |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 18 Jan 2022 | ARCC Ares Capital Corporation - Closed |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 18 Jan 2022 | LMT Lockheed Martin Corporation Common |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 18 Jan 2022 | FXI iShares China Large-Cap ETF |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 18 Jan 2022 | CVS CVS Health Corporation Common Stoc |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 18 Jan 2022 | NVDA NVIDIA Corporation - Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 18 Jan 2022 | MET MetLife, Inc. Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 18 Jan 2022 | AXS Axis Capital Holdings Limited Comm |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 18 Jan 2022 | GLAD Gladstone Capital Corporation - Co |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 18 Jan 2022 | HASI Hannon Armstrong Sustainable Infra |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 18 Jan 2022 | ETN Eaton Corporation, PLC Ordinary Sh |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 18 Jan 2022 | XAR SPDR S&P Aerospace & Defense ETF |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 18 Jan 2022 | ABBV AbbVie Inc. Common Stock |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 18 Jan 2022 | RTX Raytheon Technologies Corporation |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 18 Jan 2022 | GBIL Goldman Sachs Access Treasury 0-1 |
$15,001 - $50,000 | spouse | — | — |
| E | SELL | 18 Jan 2022 | IRM Iron Mountain Incorporated (Delawa |
$1,001 - $15,000 | spouse | — | — |
| D | SELL | 18 Jan 2022 | APO Apollo Global Management, Inc. Cla |
$1,001 - $15,000 | spouse | — | yes |
| D | SELL | 18 Jan 2022 | LHX L3Harris Technologies, Inc. Common |
$1,001 - $15,000 | spouse | — | yes |
| E | SELL | 18 Jan 2022 | FIMKX Fidelity Advisor Emerging Markets |
$15,001 - $50,000 | spouse | — | — |
Click any row for the full trade breakdown.