Trade of the Josh Gottheimer
Democrat · NJ-5 · House
In-remit alpha 12m
+6.6%
517 buys in their jurisdiction
Everything else
-2.4%
their other buys
$-weighted 12m
-1.6%
all buys, by size
t-stat (12m)
1.58
within the noise
Disclosure lag
27 days
trade → public filing
Est. volume
$125.5M
88 option trades
Trading profile
| Disclosed transactions | 2,985 across 82 filings |
| Buys / sells | 1236 / 1748 |
| Distinct securities | 453 |
| Estimated volume | $255.4M |
| Traded in family accounts | 2940 of 2985 |
| Active | 11 Nov 2019 – 24 Jul 2026 |
| Busiest single day | 79 trades 09 Apr 2025 |
79 transactions on a single day is the signature of a managed account being rebalanced rather than 79 separate decisions — which is why the grades below skew low.
What they buy
| Technology in remit | 506 | |
| Healthcare | 178 | |
| Financials in remit | 128 | |
| Pharma | 107 | |
| Industrials | 89 | |
| Telecom | 82 | |
| Energy | 25 | |
| Materials | 24 |
Committees — what defines their remit
Financial Services House Permanent Select Committee on IntelligenceSubcommittees
National Security, Illicit Finance, and International Financial InstitutionsCapital MarketsDigital Assets, Financial Technology, and Artificial IntelligenceNational Security Agency and CyberDefense Intelligence and Overhead ArchitectureJurisdiction sectors: cryptodefensefinancialsreal estatetechnology · access score 0.86
How their trades grade
How often their trades look like discrete, in-jurisdiction decisions rather than managed-account activity.
| A |
|
4 |
| B |
|
136 |
| C |
|
97 |
| D |
|
157 |
| E |
|
104 |
Largest positions
| Ticker | Buys | Est. size | Avg 12m vs SPY |
|---|---|---|---|
| MSFT | 112 | $121.2M | +3.2% |
| AAPL | 25 | $167.4K | +8.4% |
| TSLA | 25 | $96.9K | +6.5% |
| GOOG | 20 | $77.5K | +1.9% |
| SBUX | 7 | $74.1K | -20.7% |
| LLY | 18 | $69.7K | +39.5% |
| NTDOY | 4 | $62.5K | -2.9% |
| FIS | 10 | $62.3K | -21.1% |
| AMD | 15 | $58.1K | -14.1% |
| AMZN | 2 | $54.8K | +13.4% |
| BX | 8 | $54.5K | +7.9% |
| NVDA | 14 | $54.2K | +124.2% |
All disclosed trades
| Grade | Side | Traded | Ticker | Amount | Owner | 12m vs SPY | Remit |
|---|---|---|---|---|---|---|---|
| D | BUY | 24 Jul 2026 | GOOGM Alphabet Inc. - Depositary Shares |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 24 Jul 2026 | GOOGN Alphabet Inc. - Depositary Shares |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 23 Jul 2026 | GOOGN Alphabet Inc. - Depositary Shares |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 23 Jul 2026 | CCI Crown Castle Inc. Common Stock (CC |
$1,001 - $15,000 | joint | — | yes |
| B | BUY | 20 Jul 2026 | NICE NICE Ltd - American Depositary Sha |
$1,001 - $15,000 | joint | — | yes |
| A | BUY | 20 Jul 2026 | SAIL SailPoint Technologies Holdings, I |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 17 Jul 2026 | GTLS Chart Industries, Inc. (GTLS) |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 17 Jul 2026 | MNST Monster Beverage Corporation - Com |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 16 Jul 2026 | IBM International Business Machines Co |
$1,001 - $15,000 | joint | — | yes |
| B | BUY | 16 Jul 2026 | PANW Palo Alto Networks, Inc. (PANW) |
$1,001 - $15,000 | joint | — | yes |
| B | SELL | 15 Jul 2026 | IBM International Business Machines Co |
$1,001 - $15,000 | joint | — | yes |
| B | BUY | 15 Jul 2026 | CRWD CrowdStrike Holdings, Inc. - Class |
$1,001 - $15,000 | joint | — | yes |
| B | SELL | 14 Jul 2026 | FN Fabrinet Ordinary Shares (FN) |
$1,001 - $15,000 | joint | — | yes |
| B | SELL | 17 Jun 2026 | NTDOY Nintendo Co Ltd ADR (NTDOY) |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 10 Jun 2026 | INSM Insmed Incorporated - Common Stock |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 01 Jun 2026 | ADC Agree Realty Corporation Common St |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 01 Jun 2026 | BABA Alibaba Group Holding Limited Amer |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 01 Jun 2026 | BKNG Booking Holdings Inc. - Common Sto |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 01 Jun 2026 | NSRGY NESTLE S.A S/ADR (NSRGY) |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 01 Jun 2026 | NVZMY NOVONESIS B UNSP/ADR (NVZMY) |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 27 May 2026 | ABT Abbott Laboratories Common Stock ( |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 22 May 2026 | INTU Intuit Inc. - Common Stock (INTU) |
$1,001 - $15,000 | joint | — | yes |
| B | BUY | 22 May 2026 | LITE Lumentum Holdings Inc. - Common St |
$1,001 - $15,000 | joint | — | yes |
| B | BUY | 21 May 2026 | MU Micron Technology, Inc. - Common S |
$1,001 - $15,000 | joint | — | yes |
| B | BUY | 19 May 2026 | ADI Analog Devices, Inc. - Common Stoc |
$1,001 - $15,000 | joint | — | yes |
| B | SELL | 19 May 2026 | MSFT Microsoft Corporation - Common Sto |
$250,001 - $500,000 | joint | — | yes |
| B | SELL | 19 May 2026 | MSFT Microsoft Corporation - Common Sto |
$500,001 - $1,000,000 | joint | — | yes |
| B | BUY | 19 May 2026 | MSFT Microsoft Corporation - Common Sto |
$250,001 - $500,000 | joint | — | yes |
| B | BUY | 19 May 2026 | MSFT Microsoft Corporation - Common Sto |
$500,001 - $1,000,000 | joint | — | yes |
| D | SELL | 15 May 2026 | TPH Tri Pointe Homes, Inc. Common Stoc |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 14 May 2026 | NSRGY NESTLE S.A S/ADR (NSRGY) |
$1,001 - $15,000 | joint | — | — |
| B | BUY | 14 May 2026 | PANW Palo Alto Networks, Inc. (PANW) |
$1,001 - $15,000 | joint | — | yes |
| B | BUY | 07 May 2026 | SNDK Sandisk Corporation - Common Stock |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 05 May 2026 | ABBV AbbVie Inc. Common Stock (ABBV) |
$1,001 - $15,000 | joint | — | — |
| C | BUY | 05 May 2026 | AMD Advanced Micro Devices, Inc. (AMD) |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 05 May 2026 | NSRGY NESTLE S.A S/ADR (NSRGY) |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 04 May 2026 | BRK.B Berkshire Hathaway Inc. New Common |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 04 May 2026 | BRK.B Berkshire Hathaway Inc. New Common |
$1,001 - $15,000 | joint | — | yes |
| B | BUY | 04 May 2026 | TWLO Twilio Inc. Class A Common Stock ( |
$1,001 - $15,000 | joint | — | yes |
| B | BUY | 01 May 2026 | FN Fabrinet Ordinary Shares (FN) |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 28 Apr 2026 | MMM 3M Company Common Stock (MMM) |
$1,001 - $15,000 | joint | — | — |
| B | BUY | 27 Apr 2026 | AMD Advanced Micro Devices, Inc. (AMD) |
$1,001 - $15,000 | joint | — | yes |
| B | SELL | 24 Apr 2026 | IBM International Business Machines Co |
$1,001 - $15,000 | joint | — | yes |
| B | SELL | 24 Apr 2026 | NOW ServiceNow, Inc. Common Stock (NOW |
$1,001 - $15,000 | joint | — | yes |
| B | BUY | 23 Apr 2026 | AMD Advanced Micro Devices, Inc. (AMD) |
$1,001 - $15,000 | joint | — | yes |
| B | BUY | 16 Apr 2026 | GS Goldman Sachs Group, Inc. (GS) |
$1,001 - $15,000 | joint | — | yes |
| D | BUY | 15 Apr 2026 | FCX Freeport-McMoRan, Inc. Common Stoc |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 13 Apr 2026 | HDB HDFC Bank Limited Common Stock (HD |
$1,001 - $15,000 | joint | — | yes |
| B | BUY | 13 Apr 2026 | IFNNY Infineon Technologies AG (IFNNY) |
$1,001 - $15,000 | joint | — | yes |
| B | BUY | 13 Apr 2026 | INTA Intapp, Inc. - Common Stock (INTA) |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 09 Apr 2026 | ALLY Ally Financial Inc. Common Stock ( |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 09 Apr 2026 | T AT&T Inc. (T) |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 09 Apr 2026 | DRI Darden Restaurants, Inc. Common St |
$15,001 - $50,000 | joint | — | — |
| D | SELL | 09 Apr 2026 | DLTR Dollar Tree, Inc. - Common Stock ( |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 09 Apr 2026 | F Ford Motor Company Common Stock (F |
$15,001 - $50,000 | joint | — | — |
| C | SELL | 09 Apr 2026 | GS Goldman Sachs Group, Inc. (GS) |
$15,001 - $50,000 | joint | — | yes |
| E | SELL | 09 Apr 2026 | HD Home Depot, Inc. (HD) |
$15,001 - $50,000 | joint | — | — |
| C | SELL | 09 Apr 2026 | MKTX MarketAxess Holdings, Inc. - Commo |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 09 Apr 2026 | MLM Martin Marietta Materials, Inc. Co |
$15,001 - $50,000 | joint | — | — |
| D | SELL | 09 Apr 2026 | PFGC Performance Food Group Company Com |
$15,001 - $50,000 | joint | — | — |
| B | SELL | 09 Apr 2026 | SYF Synchrony Financial Common Stock ( |
$15,001 - $50,000 | joint | — | yes |
| D | SELL | 09 Apr 2026 | TSCO Tractor Supply Company - Common St |
$15,001 - $50,000 | joint | — | — |
| D | SELL | 09 Apr 2026 | VLY Valley National Bancorp (VLY) |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 06 Apr 2026 | CBZ CBIZ, Inc. Common Stock (CBZ) |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 06 Apr 2026 | FWRG First Watch Restaurant Group, Inc. |
$1,001 - $15,000 | joint | — | — |
| B | BUY | 06 Apr 2026 | NTES NetEase, Inc. - American Depositar |
$1,001 - $15,000 | joint | — | yes |
| B | BUY | 25 Mar 2026 | MSFT Microsoft Corporation - Common Sto |
$50,001 - $100,000 | joint | — | yes |
| B | BUY | 25 Mar 2026 | MSFT Microsoft Corporation - Common Sto |
$500,001 - $1,000,000 | joint | — | yes |
| B | SELL | 24 Mar 2026 | CCI Crown Castle Inc. Common Stock (CC |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 24 Mar 2026 | XNGSY EEN ENERGY HLDGS UNSP/ADR (XNGSY) |
$1,001 - $15,000 | joint | — | — |
| B | BUY | 24 Mar 2026 | FN Fabrinet Ordinary Shares (FN) |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 12 Mar 2026 | ALC Alcon Inc. Ordinary Shares (ALC) |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 12 Mar 2026 | HDB HDFC Bank Limited Common Stock (HD |
$1,001 - $15,000 | joint | — | yes |
| B | SELL | 12 Mar 2026 | IFNNY Infineon Technologies AG (IFNNY) |
$1,001 - $15,000 | joint | — | yes |
| B | SELL | 12 Mar 2026 | INTA Intapp, Inc. - Common Stock (INTA) |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 12 Mar 2026 | LZB La-Z-Boy Incorporated Common Stock |
$1,001 - $15,000 | joint | — | — |
| B | BUY | 10 Mar 2026 | SE Sea Limited American Depositary Sh |
$1,001 - $15,000 | joint | — | yes |
| B | BUY | 06 Mar 2026 | NOW ServiceNow, Inc. Common Stock (NOW |
$1,001 - $15,000 | joint | — | yes |
| E | BUY | 05 Mar 2026 | APD Air Products and Chemicals, Inc. C |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 05 Mar 2026 | CBZ CBIZ, Inc. Common Stock (CBZ) |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 05 Mar 2026 | COLB Columbia Banking System, Inc. - Co |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 05 Mar 2026 | FWRG First Watch Restaurant Group, Inc. |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 05 Mar 2026 | NTES NetEase, Inc. - American Depositar |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 05 Mar 2026 | PHR Phreesia, Inc. Common Stock (PHR) |
$1,001 - $15,000 | joint | — | — |
| B | BUY | 27 Feb 2026 | IFNNY Infineon Technologies AG (IFNNY) |
$1,001 - $15,000 | joint | — | yes |
| B | SELL | 27 Feb 2026 | PANW Palo Alto Networks, Inc. (PANW) |
$1,001 - $15,000 | joint | — | yes |
| D | BUY | 26 Feb 2026 | FSS Federal Signal Corporation Common |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 20 Feb 2026 | INTU Intuit Inc. - Common Stock (INTU) |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 18 Feb 2026 | CVNA Carvana Co. Class A Common Stock ( |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 18 Feb 2026 | V Visa Inc. (V) |
$1,001 - $15,000 | joint | — | yes |
| D | BUY | 05 Feb 2026 | CMI Cummins Inc. Common Stock (CMI) |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 05 Feb 2026 | GEV GE Vernova Inc. Common Stock (GEV) |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 05 Feb 2026 | UNH UnitedHealth Group Incorporated Co |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 04 Feb 2026 | NET Cloudflare, Inc. Class A Common St |
$1,001 - $15,000 | joint | — | yes |
| E | BUY | 04 Feb 2026 | XOM Exxon Mobil Corporation Common Sto |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 04 Feb 2026 | FICO Fair Isaac Corporation Common Stoc |
$1,001 - $15,000 | joint | — | yes |
| E | BUY | 04 Feb 2026 | MRK Merck & Company, Inc. Common Stock |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 02 Feb 2026 | XOM Exxon Mobil Corporation Common Sto |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 02 Feb 2026 | MSFT Microsoft Corporation - Common Sto |
$1,001 - $15,000 | joint | — | yes |
| D | BUY | 02 Feb 2026 | MNST Monster Beverage Corporation - Com |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 30 Jan 2026 | NOW ServiceNow, Inc. Common Stock (NOW |
$1,001 - $15,000 | joint | — | yes |
| B | SELL | 30 Jan 2026 | UBER Uber Technologies, Inc. Common Sto |
$1,001 - $15,000 | joint | — | yes |
| D | BUY | 27 Jan 2026 | GILD Gilead Sciences, Inc. - Common Sto |
$1,001 - $15,000 | joint | — | — |
| B | BUY | 26 Jan 2026 | ICE Intercontinental Exchange Inc. Com |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 26 Jan 2026 | NSRGY NESTLE S.A S/ADR (NSRGY) |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 26 Jan 2026 | SNDR Schneider National, Inc. Common St |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 17 Dec 2025 | NOW ServiceNow, Inc. Common Stock (NOW |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 12 Dec 2025 | LNG Cheniere Energy, Inc. Common Stock |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 11 Dec 2025 | UBER Uber Technologies, Inc. Common Sto |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 08 Dec 2025 | APD Air Products and Chemicals, Inc. C |
$15,001 - $50,000 | joint | — | — |
| D | SELL | 08 Dec 2025 | UTZ Utz Brands Inc Class A Common Stoc |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 05 Dec 2025 | CVLT Commvault Systems, Inc. - Common S |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 05 Dec 2025 | MTHRY M3 INC UNSP/ADR (MTHRY) |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 05 Dec 2025 | SE Sea Limited American Depositary Sh |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 05 Dec 2025 | SSMXY SYSMEX CORP UNSP/ASDR (SSMXY) |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 21 Nov 2025 | DASTY DASSAULT SYSTEMES SA ADR (DASTY) |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 19 Nov 2025 | BHP BHP Group Limited American Deposit |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 19 Nov 2025 | EW Edwards Lifesciences Corporation C |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 19 Nov 2025 | FIS Fidelity National Information Serv |
$15,001 - $50,000 | joint | — | yes |
| E | SELL | 19 Nov 2025 | HD Home Depot, Inc. (HD) |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 19 Nov 2025 | HUBS HubSpot, Inc. Common Stock (HUBS) |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 19 Nov 2025 | KKR KKR & Co. Inc. Common Stock (KKR) |
$1,001 - $15,000 | joint | — | yes |
| C | BUY | 17 Nov 2025 | CSW CSW Industrials, Inc. Common Stock |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 20 Oct 2025 | MMM 3M Company Common Stock (MMM) |
$1,001 - $15,000 | joint | — | — |
| B | BUY | 17 Oct 2025 | NTES NetEase, Inc. - American Depositar |
$1,001 - $15,000 | joint | — | yes |
| A | BUY | 17 Oct 2025 | NICE NICE Ltd - American Depositary Sha |
$1,001 - $15,000 | joint | — | yes |
| B | SELL | 16 Oct 2025 | ICE Intercontinental Exchange Inc. Com |
$1,001 - $15,000 | joint | — | yes |
| D | BUY | 30 Sep 2025 | MTHRY M3 INC UNSP/ADR (MTHRY) |
$1,001 - $15,000 | joint | — | — |
| A | BUY | 23 Sep 2025 | CVLT Commvault Systems, Inc. - Common S |
$1,001 - $15,000 | joint | — | yes |
| B | SELL | 23 Sep 2025 | BWIN The Baldwin Insurance Group, Inc. |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 22 Sep 2025 | DEO Diageo plc Common Stock (DEO) |
$1,001 - $15,000 | joint | — | — |
| B | BUY | 22 Sep 2025 | IRT Independence Realty Trust, Inc. Co |
$1,001 - $15,000 | joint | — | yes |
| D | BUY | 22 Sep 2025 | NTRA Natera, Inc. - Common Stock (NTRA) |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 22 Sep 2025 | SSMXY SYSMEX CORP UNSP/ASDR (SSMXY) |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 22 Sep 2025 | TNDM Tandem Diabetes Care, Inc. - Commo |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 11 Sep 2025 | TTD The Trade Desk, Inc. - Class A Com |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 03 Sep 2025 | ISRG Intuitive Surgical, Inc. - Common |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 22 Aug 2025 | NTRA Natera, Inc. - Common Stock (NTRA) |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 21 Aug 2025 | SSMXY SYSMEX CORP UNSP/ASDR (SSMXY) |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 12 Aug 2025 | IBM International Business Machines Co |
$1,001 - $15,000 | joint | — | yes |
| B | SELL | 12 Aug 2025 | V Visa Inc. (V) |
$1,001 - $15,000 | joint | — | yes |
| B | SELL | 01 Aug 2025 | V Visa Inc. (V) |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 28 Jul 2025 | WMT Walmart Inc. Common Stock (WMT) |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 25 Jul 2025 | IBM International Business Machines Co |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 22 Jul 2025 | NTRA Natera, Inc. - Common Stock (NTRA) |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 18 Jul 2025 | ABT Abbott Laboratories Common Stock ( |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 16 Jul 2025 | IRT Independence Realty Trust, Inc. Co |
$1,001 - $15,000 | joint | — | yes |
| B | SELL | 14 Jul 2025 | V Visa Inc. (V) |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 02 Jul 2025 | SWTX SpringWorks Therapeutics, Inc. - c |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 26 Jun 2025 | V Visa Inc. (V) |
$1,001 - $15,000 | joint | — | yes |
| B | BUY | 25 Jun 2025 | AVGO Broadcom Inc. - Common Stock (AVGO |
$1,001 - $15,000 | joint | +12.5% | yes |
| B | SELL | 25 Jun 2025 | V Visa Inc. (V) |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 24 Jun 2025 | COP ConocoPhillips Common Stock (COP) |
$1,001 - $15,000 | joint | — | — |
| C | BUY | 24 Jun 2025 | NVDA NVIDIA Corporation - Common Stock |
$1,001 - $15,000 | joint | -2.3% | yes |
| C | SELL | 24 Jun 2025 | V Visa Inc. (V) |
$1,001 - $15,000 | joint | — | yes |
| D | BUY | 20 Jun 2025 | CVNA Carvana Co. Class A Common Stock ( |
$1,001 - $15,000 | joint | -24.7% | — |
| B | BUY | 20 Jun 2025 | NET Cloudflare, Inc. Class A Common St |
$1,001 - $15,000 | joint | +25.4% | yes |
| D | SELL | 20 Jun 2025 | MCD McDonald's Corporation Common Stoc |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 20 Jun 2025 | V Visa Inc. (V) |
$1,001 - $15,000 | joint | — | yes |
| D | BUY | 16 Jun 2025 | INSM Insmed Incorporated - Common Stock |
$1,001 - $15,000 | joint | -16.9% | — |
| B | BUY | 13 Jun 2025 | CB Chubb Limited Common Stock (CB) |
$1,001 - $15,000 | joint | +8.1% | yes |
| D | SELL | 05 Jun 2025 | TSLA Tesla, Inc. - Common Stock (TSLA) |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 04 Jun 2025 | CRM Salesforce, Inc. Common Stock (CRM |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 04 Jun 2025 | UNP Union Pacific Corporation Common S |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 03 Jun 2025 | AKAM Akamai Technologies, Inc. - Common |
$1,001 - $15,000 | joint | — | yes |
| B | SELL | 03 Jun 2025 | FIS Fidelity National Information Serv |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 03 Jun 2025 | PFE Pfizer, Inc. Common Stock (PFE) |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 29 May 2025 | TSLA Tesla, Inc. - Common Stock (TSLA) |
$1,001 - $15,000 | joint | +0.8% | — |
| B | BUY | 28 May 2025 | APP Applovin Corporation - Class A Com |
$1,001 - $15,000 | joint | +5.5% | yes |
| B | BUY | 28 May 2025 | GLW Corning Incorporated Common Stock |
$1,001 - $15,000 | joint | +236.7% | yes |
| D | SELL | 28 May 2025 | UPS United Parcel Service, Inc. Common |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 27 May 2025 | TSLA Tesla, Inc. - Common Stock (TSLA) |
$1,001 - $15,000 | joint | +0.8% | — |
| B | BUY | 23 May 2025 | SE Sea Limited American Depositary Sh |
$1,001 - $15,000 | joint | -70.9% | yes |
| D | SELL | 23 May 2025 | ZTO ZTO Express (ZTO) |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 22 May 2025 | ABBV AbbVie Inc. Common Stock (ABBV) |
$1,001 - $15,000 | joint | -2.7% | — |
| C | BUY | 22 May 2025 | ASML ASML Holding N.V. - New York Regis |
$1,001 - $15,000 | joint | +114.1% | yes |
| C | BUY | 22 May 2025 | GLW Corning Incorporated Common Stock |
$1,001 - $15,000 | joint | +236.7% | yes |
| C | BUY | 22 May 2025 | MSFT Microsoft Corporation - Common Sto |
$1,001 - $15,000 | joint | -42.1% | yes |
| C | BUY | 22 May 2025 | CRM Salesforce, Inc. Common Stock (CRM |
$1,001 - $15,000 | joint | -61.7% | yes |
| C | BUY | 22 May 2025 | TEL TE Connectivity plc Ordinary Share |
$1,001 - $15,000 | joint | +3.1% | yes |
| B | BUY | 21 May 2025 | MSFT Microsoft Corporation - Common Sto |
$1,001 - $15,000 | joint | -42.1% | yes |
| D | BUY | 16 May 2025 | TSLA Tesla, Inc. - Common Stock (TSLA) |
$1,001 - $15,000 | joint | +0.8% | — |
| D | BUY | 15 May 2025 | TSLA Tesla, Inc. - Common Stock (TSLA) |
$1,001 - $15,000 | joint | +0.8% | — |
| B | BUY | 15 May 2025 | UBER Uber Technologies, Inc. Common Sto |
$1,001 - $15,000 | joint | -45.1% | yes |
| D | SELL | 14 May 2025 | CLPBY COLOPLAST AS SP/ADR (CLPBY) |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 14 May 2025 | FI Fiserv, Inc. Common Stock (FI) |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 14 May 2025 | GILD Gilead Sciences, Inc. - Common Sto |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 14 May 2025 | UNICY UNICHARM CORP S/ADR (UNICY) |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 13 May 2025 | LLY Eli Lilly and Company Common Stock |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 08 May 2025 | GOOG Alphabet Inc. - Class C Capital St |
$1,001 - $15,000 | joint | — | yes |
| D | BUY | 01 May 2025 | LLY Eli Lilly and Company Common Stock |
$1,001 - $15,000 | joint | +15.8% | — |
| B | BUY | 23 Apr 2025 | RTX RTX Corporation Common Stock (RTX) |
$1,001 - $15,000 | joint | +4.3% | yes |
| D | BUY | 22 Apr 2025 | LNG Cheniere Energy, Inc. Common Stock |
$1,001 - $15,000 | joint | -22.3% | — |
| D | BUY | 21 Apr 2025 | DHI D.R. Horton, Inc. Common Stock (DH |
$1,001 - $15,000 | joint | -15.8% | — |
| E | BUY | 21 Apr 2025 | HD Home Depot, Inc. (HD) |
$1,001 - $15,000 | joint | -45.7% | — |
| C | SELL | 21 Apr 2025 | KKR KKR & Co. Inc. Common Stock (KKR) |
$1,001 - $15,000 | joint | — | yes |
| B | BUY | 21 Apr 2025 | TLK PT Telekomunikasi Indonesia, Tbk ( |
$1,001 - $15,000 | joint | -16.5% | yes |
| D | BUY | 21 Apr 2025 | TTNDY TECHTRONIC INDUS LTD ADR (TTNDY) |
$1,001 - $15,000 | joint | -0.0% | — |
| E | BUY | 21 Apr 2025 | TPH Tri Pointe Homes, Inc. Common Stoc |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 17 Apr 2025 | ABBV AbbVie Inc. Common Stock (ABBV) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 17 Apr 2025 | AEIS Advanced Energy Industries, Inc. - |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 17 Apr 2025 | ASML ASML Holding N.V. - New York Regis |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 17 Apr 2025 | CDRE Cadre Holdings, Inc. Common Stock |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 17 Apr 2025 | GLW Corning Incorporated Common Stock |
$15,001 - $50,000 | joint | — | yes |
| E | SELL | 17 Apr 2025 | EPAC Enerpac Tool Group Corp. Common St |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 17 Apr 2025 | HLMN Hillman Solutions Corp. - Common S |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 17 Apr 2025 | PAR PAR Technology Corporation Common |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 17 Apr 2025 | CRM Salesforce, Inc. Common Stock (CRM |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 17 Apr 2025 | SBUX Starbucks Corporation - Common Sto |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 17 Apr 2025 | TEL TE Connectivity plc Ordinary Share |
$15,001 - $50,000 | joint | — | yes |
| E | SELL | 17 Apr 2025 | THR Thermon Group Holdings, Inc. Commo |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 17 Apr 2025 | TWLO Twilio Inc. Class A Common Stock ( |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 17 Apr 2025 | USPH U.S. Physical Therapy, Inc. Common |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 17 Apr 2025 | UNP Union Pacific Corporation Common S |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 16 Apr 2025 | APP Applovin Corporation - Class A Com |
$1,001 - $15,000 | joint | — | yes |
| B | SELL | 14 Apr 2025 | APP Applovin Corporation - Class A Com |
$1,001 - $15,000 | joint | — | yes |
| B | SELL | 14 Apr 2025 | BX Blackstone Inc. Common Stock (BX) |
$1,001 - $15,000 | joint | — | yes |
| B | SELL | 14 Apr 2025 | KKR KKR & Co. Inc. Common Stock (KKR) |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 11 Apr 2025 | SMNNY SHIMANO INC UNSP/ADR (SMNNY) |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 09 Apr 2025 | ADC Agree Realty Corporation Common St |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 09 Apr 2025 | APD Air Products and Chemicals, Inc. C |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 09 Apr 2025 | ALIZY ALLIANZ SE UNSP/ADR (ALIZY) |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 09 Apr 2025 | GOOG Alphabet Inc. - Class C Capital St |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 09 Apr 2025 | ABCB Ameris Bancorp - Common Stock (ABC |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 09 Apr 2025 | APPF AppFolio, Inc. - Class A Common St |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 09 Apr 2025 | AAPL Apple Inc. - Common Stock (AAPL) |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 09 Apr 2025 | ABG Asbury Automotive Group Inc Common |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 09 Apr 2025 | ATLKY ATLAS COPCO AB A S/ADR (ATLKY) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 09 Apr 2025 | BCPC Balchem Corporation - Common Stock |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 09 Apr 2025 | BRK.B Berkshire Hathaway Inc. New Common |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 09 Apr 2025 | BHP BHP Group Limited American Deposit |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 09 Apr 2025 | BLK BlackRock, Inc. Common Stock (BLK) |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 09 Apr 2025 | CATY Cathay General Bancorp - Common St |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 09 Apr 2025 | CBZ CBIZ, Inc. Common Stock (CBZ) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 09 Apr 2025 | CENTA Central Garden & Pet Company - Cla |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 09 Apr 2025 | SKY Champion Homes, Inc. Common Stock |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 09 Apr 2025 | CVX Chevron Corporation Common Stock ( |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 09 Apr 2025 | CHGCY CHUGAI PHARM UNSP/ADR (CHGCY) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 09 Apr 2025 | CINF Cincinnati Financial Corporation - |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 09 Apr 2025 | CSCO Cisco Systems, Inc. - Common Stock |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 09 Apr 2025 | KO Coca-Cola Company (KO) |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 09 Apr 2025 | GLW Corning Incorporated Common Stock |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 09 Apr 2025 | CCI Crown Castle Inc. Common Stock (CC |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 09 Apr 2025 | DASTY DASSAULT SYSTEMES SA ADR (DASTY) |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 09 Apr 2025 | DBSDY DBS GROUP HLDGS LTD S/ADR (DBSDY) |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 09 Apr 2025 | D Dominion Energy, Inc. Common Stock |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 09 Apr 2025 | DASH DoorDash, Inc. - Common Stock (DAS |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 09 Apr 2025 | LLY Eli Lilly and Company Common Stock |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 09 Apr 2025 | FAST Fastenal Company - Common Stock (F |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 09 Apr 2025 | FIS Fidelity National Information Serv |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 09 Apr 2025 | FMX Fomento Economico Mexicano S.A.B. |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 09 Apr 2025 | GMED Globus Medical, Inc. Class A Commo |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 09 Apr 2025 | HLN Haleon plc American Depositary Sha |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 09 Apr 2025 | HDB HDFC Bank Limited Common Stock (HD |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 09 Apr 2025 | HMN Horace Mann Educators Corporation |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 09 Apr 2025 | HLI Houlihan Lokey, Inc. Class A Commo |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 09 Apr 2025 | IDA IDACORP, Inc. Common Stock (IDA) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 09 Apr 2025 | INSM Insmed Incorporated - Common Stock |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 09 Apr 2025 | INTA Intapp, Inc. - Common Stock (INTA) |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 09 Apr 2025 | ISRG Intuitive Surgical, Inc. - Common |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 09 Apr 2025 | JNJ Johnson & Johnson Common Stock (JN |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 09 Apr 2025 | LRLCY L'Oreal Co. American Depositary Sh |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 09 Apr 2025 | LOW Lowe's Companies, Inc. Common Stoc |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 09 Apr 2025 | MTSI MACOM Technology Solutions Holding |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 09 Apr 2025 | MGY Magnolia Oil & Gas Corporation Cla |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 09 Apr 2025 | MFC Manulife Financial Corporation Com |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 09 Apr 2025 | MA Mastercard Incorporated Common Sto |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 09 Apr 2025 | MCK McKesson Corporation Common Stock |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 09 Apr 2025 | META Meta Platforms, Inc. - Class A Com |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 09 Apr 2025 | NSRGY NESTLE S.A S/ADR (NSRGY) |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 09 Apr 2025 | NFLX Netflix, Inc. - Common Stock (NFLX |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 09 Apr 2025 | NTDOY Nintendo Co Ltd ADR (NTDOY) |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 09 Apr 2025 | NSC Norfolk Southern Corporation Commo |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 09 Apr 2025 | NOC Northrop Grumman Corporation Commo |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 09 Apr 2025 | NVDA NVIDIA Corporation - Common Stock |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 09 Apr 2025 | PATK Patrick Industries, Inc. - Common |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 09 Apr 2025 | PAYX Paychex, Inc. - Common Stock (PAYX |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 09 Apr 2025 | PGR Progressive Corporation (PGR) |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 09 Apr 2025 | RBC RBC Bearings Incorporated Common S |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 09 Apr 2025 | RIO Rio Tinto Plc Common Stock (RIO) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 09 Apr 2025 | RHHBY ROCHE HOLDING LTD S/ADR (RHHBY) |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 09 Apr 2025 | SAP SAP SE ADS (SAP) |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 09 Apr 2025 | SHEL Shell PLC American Depositary Shar |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 09 Apr 2025 | SLGN Silgan Holdings Inc. (SLGN) |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 09 Apr 2025 | SONY Sony Group Corporation American De |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 09 Apr 2025 | SPXC SPX Technologies, Inc. Common Stoc |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 09 Apr 2025 | STAG Stag Industrial, Inc. Common Stock |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 09 Apr 2025 | SBUX Starbucks Corporation - Common Sto |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 09 Apr 2025 | STRL Sterling Infrastructure, Inc. - Co |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 09 Apr 2025 | SF Stifel Financial Corporation Commo |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 09 Apr 2025 | SSMXY SYSMEX CORP UNSP/ASDR (SSMXY) |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 09 Apr 2025 | TSM Taiwan Semiconductor Manufacturing |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 09 Apr 2025 | TEL TE Connectivity plc Ordinary Share |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 09 Apr 2025 | TCEHY TENCENT HLDGS UNSP/ADR (TCEHY) |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 09 Apr 2025 | TXN Texas Instruments Incorporated - C |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 09 Apr 2025 | DSGX The Descartes Systems Group Inc. - |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 09 Apr 2025 | UFPI UFP Industries, Inc. - Common Stoc |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 09 Apr 2025 | UMBF UMB Financial Corporation - Common |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 07 Apr 2025 | CHX ChampionX Corporation (CHX) |
$1,001 - $15,000 | joint | — | — |
| B | BUY | 07 Apr 2025 | SCHW Charles Schwab Corporation (SCHW) |
$1,001 - $15,000 | joint | -22.1% | yes |
| D | BUY | 05 Apr 2025 | MMM 3M Company Common Stock (MMM) |
$1,001 - $15,000 | joint | -25.9% | — |
| B | BUY | 04 Apr 2025 | BABA Alibaba Group Holding Limited Amer |
$1,001 - $15,000 | joint | -20.9% | yes |
| D | BUY | 04 Apr 2025 | FI Fiserv, Inc. Common Stock (FI) |
$1,001 - $15,000 | joint | — | — |
| B | BUY | 04 Apr 2025 | MSFT Microsoft Corporation - Common Sto |
$50,001 - $100,000 | joint | -33.5% | yes |
| D | BUY | 03 Apr 2025 | ABBV AbbVie Inc. Common Stock (ABBV) |
$1,001 - $15,000 | joint | -5.6% | — |
| D | SELL | 03 Apr 2025 | ITCI Intra-Cellular Therapies Inc. (ITC |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 01 Apr 2025 | ABBV AbbVie Inc. Common Stock (ABBV) |
$1,001 - $15,000 | joint | -5.6% | — |
| C | SELL | 01 Apr 2025 | BRK.B Berkshire Hathaway Inc. New Common |
$1,001 - $15,000 | joint | — | yes |
| B | SELL | 01 Apr 2025 | BLK BlackRock, Inc. Common Stock (BLK) |
$1,001 - $15,000 | joint | — | yes |
| B | SELL | 24 Mar 2025 | SPOT Spotify Technology S.A. Ordinary S |
$1,001 - $15,000 | joint | — | yes |
| B | BUY | 24 Mar 2025 | V Visa Inc. (V) |
$1,001 - $15,000 | joint | -36.9% | yes |
| E | SELL | 19 Mar 2025 | AZTA Azenta, Inc. - Common Stock (AZTA) |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 19 Mar 2025 | AVGO Broadcom Inc. - Common Stock (AVGO |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 19 Mar 2025 | CHRD Chord Energy Corporation - Common |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 19 Mar 2025 | CRNX Crinetics Pharmaceuticals, Inc. - |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 19 Mar 2025 | DHI D.R. Horton, Inc. Common Stock (DH |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 19 Mar 2025 | DEO Diageo plc Common Stock (DEO) |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 19 Mar 2025 | DSCSY DISCO CORP UNSP /ADR (DSCSY) |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 19 Mar 2025 | DAVA Endava plc American Depositary Sha |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 19 Mar 2025 | FLYW Flywire Corporation - Voting Commo |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 19 Mar 2025 | HD Home Depot, Inc. (HD) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 19 Mar 2025 | PPBI Pacific Premier Bancorp Inc - Comm |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 19 Mar 2025 | TLK PT Telekomunikasi Indonesia, Tbk ( |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 19 Mar 2025 | NOW ServiceNow, Inc. Common Stock (NOW |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 19 Mar 2025 | SHOP Shopify Inc. - Class A Subordinate |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 19 Mar 2025 | SNOW Snowflake Inc. Class A Common Stoc |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 19 Mar 2025 | TNDM Tandem Diabetes Care, Inc. - Commo |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 19 Mar 2025 | TTNDY TECHTRONIC INDUS LTD ADR (TTNDY) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 19 Mar 2025 | TSLA Tesla, Inc. - Common Stock (TSLA) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 19 Mar 2025 | TPH Tri Pointe Homes, Inc. Common Stoc |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 17 Mar 2025 | ITCI Intra-Cellular Therapies Inc. (ITC |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 17 Mar 2025 | WMT Walmart Inc. Common Stock (WMT) |
$1,001 - $15,000 | joint | +9.6% | — |
| B | SELL | 14 Mar 2025 | IFNNY Infineon Technologies AG (IFNNY) |
$1,001 - $15,000 | joint | — | yes |
| B | BUY | 13 Mar 2025 | APP Applovin Corporation - Class A Com |
$1,001 - $15,000 | joint | +20.1% | yes |
| B | SELL | 13 Mar 2025 | BBVA Banco Bilbao Vizcaya Argentaria S. |
$1,001 - $15,000 | joint | — | yes |
| B | BUY | 13 Mar 2025 | DASH DoorDash, Inc. - Common Stock (DAS |
$1,001 - $15,000 | joint | -45.9% | yes |
| B | SELL | 13 Mar 2025 | IFNNY Infineon Technologies AG (IFNNY) |
$1,001 - $15,000 | joint | — | yes |
| B | BUY | 12 Mar 2025 | ASML ASML Holding N.V. - New York Regis |
$1,001 - $15,000 | joint | +95.9% | yes |
| D | BUY | 11 Mar 2025 | WMT Walmart Inc. Common Stock (WMT) |
$1,001 - $15,000 | joint | +9.6% | — |
| E | SELL | 10 Mar 2025 | LLY Eli Lilly and Company Common Stock |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 10 Mar 2025 | FI Fiserv, Inc. Common Stock (FI) |
$1,001 - $15,000 | joint | — | — |
| B | BUY | 10 Mar 2025 | IBM International Business Machines Co |
$1,001 - $15,000 | joint | -28.5% | yes |
| D | SELL | 07 Mar 2025 | APD Air Products and Chemicals, Inc. C |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 07 Mar 2025 | GILD Gilead Sciences, Inc. - Common Sto |
$1,001 - $15,000 | joint | +8.2% | — |
| E | SELL | 07 Mar 2025 | JNJ Johnson & Johnson Common Stock (JN |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 06 Mar 2025 | ABT Abbott Laboratories Common Stock ( |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 06 Mar 2025 | AAPL Apple Inc. - Common Stock (AAPL) |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 06 Mar 2025 | MA Mastercard Incorporated Common Sto |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 05 Mar 2025 | AAPL Apple Inc. - Common Stock (AAPL) |
$1,001 - $15,000 | joint | — | yes |
| D | BUY | 05 Mar 2025 | BKNG Booking Holdings Inc. - Common Sto |
$1,001 - $15,000 | joint | -34.5% | — |
| C | BUY | 05 Mar 2025 | META Meta Platforms, Inc. - Class A Com |
$1,001 - $15,000 | joint | -13.4% | yes |
| C | BUY | 05 Mar 2025 | V Visa Inc. (V) |
$1,001 - $15,000 | joint | -36.9% | yes |
| D | BUY | 04 Mar 2025 | BKNG Booking Holdings Inc. - Common Sto |
$1,001 - $15,000 | joint | -34.5% | — |
| B | SELL | 04 Mar 2025 | TSM Taiwan Semiconductor Manufacturing |
$1,001 - $15,000 | joint | — | yes |
| B | SELL | 03 Mar 2025 | PYPL PayPal Holdings, Inc. - Common Sto |
$1,001 - $15,000 | joint | — | yes |
| B | BUY | 03 Mar 2025 | V Visa Inc. (V) |
$1,001 - $15,000 | joint | -36.9% | yes |
| B | SELL | 28 Feb 2025 | GS Goldman Sachs Group, Inc. (GS) |
$1,001 - $15,000 | joint | — | yes |
| B | BUY | 28 Feb 2025 | V Visa Inc. (V) |
$1,001 - $15,000 | joint | -25.4% | yes |
| B | SELL | 27 Feb 2025 | BX Blackstone Inc. Common Stock (BX) |
$1,001 - $15,000 | joint | — | yes |
| B | SELL | 27 Feb 2025 | XYZ Block, Inc. Class A Common Stock, |
$1,001 - $15,000 | joint | — | yes |
| B | SELL | 27 Feb 2025 | KKR KKR & Co. Inc. Common Stock (KKR) |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 27 Feb 2025 | FNA Paragon 28, Inc. Common Stock (FNA |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 26 Feb 2025 | BX Blackstone Inc. Common Stock (BX) |
$1,001 - $15,000 | joint | — | yes |
| D | BUY | 26 Feb 2025 | FI Fiserv, Inc. Common Stock (FI) |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 26 Feb 2025 | KKR KKR & Co. Inc. Common Stock (KKR) |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 25 Feb 2025 | VRT Vertiv Holdings, LLC Class A Commo |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 24 Feb 2025 | AAPL Apple Inc. - Common Stock (AAPL) |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 24 Feb 2025 | HD Home Depot, Inc. (HD) |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 24 Feb 2025 | MSFT Microsoft Corporation - Common Sto |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 21 Feb 2025 | AAPL Apple Inc. - Common Stock (AAPL) |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 21 Feb 2025 | BRK.B Berkshire Hathaway Inc. New Common |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 21 Feb 2025 | SCHW Charles Schwab Corporation (SCHW) |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 21 Feb 2025 | CSCO Cisco Systems, Inc. - Common Stock |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 21 Feb 2025 | DASTY DASSAULT SYSTEMES SA ADR (DASTY) |
$1,001 - $15,000 | joint | — | yes |
| D | BUY | 21 Feb 2025 | FI Fiserv, Inc. Common Stock (FI) |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 21 Feb 2025 | IFNNY Infineon Technologies AG (IFNNY) |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 21 Feb 2025 | MSFT Microsoft Corporation - Common Sto |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 21 Feb 2025 | NTDOY Nintendo Co Ltd ADR (NTDOY) |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 21 Feb 2025 | PAYX Paychex, Inc. - Common Stock (PAYX |
$1,001 - $15,000 | joint | — | yes |
| C | BUY | 21 Feb 2025 | SNOW Snowflake Inc. Class A Common Stoc |
$1,001 - $15,000 | joint | -3.7% | yes |
| C | SELL | 21 Feb 2025 | SPOT Spotify Technology S.A. Ordinary S |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 19 Feb 2025 | LLY Eli Lilly and Company Common Stock |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 19 Feb 2025 | ICFI ICF International, Inc. - Common S |
$1,001 - $15,000 | joint | — | — |
| B | BUY | 14 Feb 2025 | MSFT Microsoft Corporation - Common Sto |
$1,000,001 - $5,000,000 | joint | -14.1% | yes |
| B | BUY | 14 Feb 2025 | MSFT Microsoft Corporation - Common Sto |
$500,001 - $1,000,000 | joint | -14.1% | yes |
| B | BUY | 14 Feb 2025 | MSFT Microsoft Corporation - Common Sto |
$1,000,001 - $5,000,000 | joint | -14.1% | yes |
| B | BUY | 14 Feb 2025 | MSFT Microsoft Corporation - Common Sto |
$1,000,001 - $5,000,000 | joint | -14.1% | yes |
| B | SELL | 14 Feb 2025 | MSFT Microsoft Corporation - Common Sto |
$500,001 - $1,000,000 | joint | — | yes |
| B | SELL | 14 Feb 2025 | MSFT Microsoft Corporation - Common Sto |
$250,001 - $500,000 | joint | — | yes |
| B | SELL | 14 Feb 2025 | MSFT Microsoft Corporation - Common Sto |
$1,000,001 - $5,000,000 | joint | — | yes |
| B | SELL | 14 Feb 2025 | MSFT Microsoft Corporation - Common Sto |
$1,000,001 - $5,000,000 | joint | — | yes |
| E | SELL | 14 Feb 2025 | TSLA Tesla, Inc. - Common Stock (TSLA) |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 13 Feb 2025 | ABT Abbott Laboratories Common Stock ( |
$1,001 - $15,000 | joint | -36.2% | — |
| D | SELL | 13 Feb 2025 | DHI D.R. Horton, Inc. Common Stock (DH |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 13 Feb 2025 | PYPL PayPal Holdings, Inc. - Common Sto |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 13 Feb 2025 | TSLA Tesla, Inc. - Common Stock (TSLA) |
$1,001 - $15,000 | joint | — | — |
| C | BUY | 13 Feb 2025 | V Visa Inc. (V) |
$1,001 - $15,000 | joint | -25.4% | yes |
| B | BUY | 12 Feb 2025 | BABA Alibaba Group Holding Limited Amer |
$1,001 - $15,000 | joint | -26.1% | yes |
| B | BUY | 12 Feb 2025 | SHOP Shopify Inc. Class A Subordinate V |
$1,001 - $15,000 | joint | +9.9% | yes |
| B | BUY | 10 Feb 2025 | DSCSY DISCO CORP UNSP /ADR (DSCSY) |
$1,001 - $15,000 | joint | +86.5% | yes |
| D | SELL | 10 Feb 2025 | XNGSY EEN ENERGY HLDGS UNSP/ADR (XNGSY) |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 07 Feb 2025 | ABEV Ambev S.A. American Depositary Sha |
$1,001 - $15,000 | joint | — | — |
| B | BUY | 07 Feb 2025 | DSCSY DISCO CORP UNSP /ADR (DSCSY) |
$1,001 - $15,000 | joint | +86.5% | yes |
| D | SELL | 07 Feb 2025 | XNGSY EEN ENERGY HLDGS UNSP/ADR (XNGSY) |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 06 Feb 2025 | ABEV Ambev S.A. American Depositary Sha |
$1,001 - $15,000 | joint | — | — |
| C | BUY | 06 Feb 2025 | AVGO Broadcom Inc. - Common Stock (AVGO |
$1,001 - $15,000 | joint | +58.5% | yes |
| B | SELL | 06 Feb 2025 | PYPL PayPal Holdings, Inc. - Common Sto |
$1,001 - $15,000 | joint | — | yes |
| B | BUY | 06 Feb 2025 | TWLO Twilio Inc. Class A Common Stock ( |
$1,001 - $15,000 | joint | -1.0% | yes |
| D | BUY | 05 Feb 2025 | TSLA Tesla, Inc. - Common Stock (TSLA) |
$1,001 - $15,000 | joint | +33.8% | — |
| B | SELL | 04 Feb 2025 | TDG Transdigm Group Incorporated Commo |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 03 Feb 2025 | AAPL Apple Inc. - Common Stock (AAPL) |
$1,001 - $15,000 | joint | — | yes |
| B | BUY | 03 Feb 2025 | XYZ Block, Inc. Class A Common Stock, |
$1,001 - $15,000 | joint | -8.2% | yes |
| C | BUY | 03 Feb 2025 | SHOP Shopify Inc. Class A Subordinate V |
$1,001 - $15,000 | joint | +9.9% | yes |
| E | BUY | 03 Feb 2025 | SBUX Starbucks Corporation - Common Sto |
$1,001 - $15,000 | joint | -22.0% | — |
| E | BUY | 03 Feb 2025 | UNP Union Pacific Corporation Common S |
$1,001 - $15,000 | joint | -13.5% | — |
| E | BUY | 03 Feb 2025 | WMT Walmart Inc. Common Stock (WMT) |
$1,001 - $15,000 | joint | +13.9% | — |
| C | BUY | 31 Jan 2025 | BABA Alibaba Group Holding Limited Amer |
$1,001 - $15,000 | joint | +30.4% | yes |
| C | SELL | 31 Jan 2025 | ANET Arista Networks, Inc. Common Stock |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 31 Jan 2025 | ICFI ICF International, Inc. - Common S |
$1,001 - $15,000 | joint | — | — |
| C | BUY | 31 Jan 2025 | MA Mastercard Incorporated Common Sto |
$1,001 - $15,000 | joint | -20.5% | yes |
| C | SELL | 31 Jan 2025 | MSFT Microsoft Corporation - Common Sto |
$1,001 - $15,000 | joint | — | yes |
| E | BUY | 31 Jan 2025 | TSLA Tesla, Inc. - Common Stock (TSLA) |
$1,001 - $15,000 | joint | +7.7% | — |
| C | BUY | 31 Jan 2025 | TWLO Twilio Inc. Class A Common Stock ( |
$1,001 - $15,000 | joint | -39.4% | yes |
| C | BUY | 31 Jan 2025 | V Visa Inc. (V) |
$1,001 - $15,000 | joint | -21.0% | yes |
| E | BUY | 30 Jan 2025 | MMM 3M Company Common Stock (MMM) |
$1,001 - $15,000 | joint | +1.8% | — |
| C | BUY | 30 Jan 2025 | GLW Corning Incorporated Common Stock |
$1,001 - $15,000 | joint | +139.9% | yes |
| C | BUY | 30 Jan 2025 | MA Mastercard Incorporated Common Sto |
$1,001 - $15,000 | joint | -20.5% | yes |
| E | BUY | 30 Jan 2025 | TSLA Tesla, Inc. - Common Stock (TSLA) |
$1,001 - $15,000 | joint | +7.7% | — |
| E | SELL | 30 Jan 2025 | TT Trane Technologies plc (TT) |
$1,001 - $15,000 | joint | — | — |
| C | BUY | 30 Jan 2025 | V Visa Inc. (V) |
$1,001 - $15,000 | joint | -21.0% | yes |
| E | BUY | 29 Jan 2025 | ABT Abbott Laboratories Common Stock ( |
$1,001 - $15,000 | joint | -28.0% | — |
| C | SELL | 29 Jan 2025 | AVGO Broadcom Inc. - Common Stock (AVGO |
$1,001 - $15,000 | joint | — | yes |
| — | SELL | 29 Jan 2025 | None Eaton Corporation, PLC Ordinary Sh |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 29 Jan 2025 | ISRG Intuitive Surgical, Inc. - Common |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 29 Jan 2025 | NVDA NVIDIA Corporation - Common Stock |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 29 Jan 2025 | PWR Quanta Services, Inc. Common Stock |
$1,001 - $15,000 | joint | — | — |
| C | BUY | 29 Jan 2025 | CRM Salesforce, Inc. Common Stock (CRM |
$1,001 - $15,000 | joint | -58.7% | yes |
| C | SELL | 29 Jan 2025 | UBER Uber Technologies, Inc. Common Sto |
$1,001 - $15,000 | joint | — | yes |
| E | BUY | 29 Jan 2025 | UNP Union Pacific Corporation Common S |
$1,001 - $15,000 | joint | -6.3% | — |
| E | BUY | 28 Jan 2025 | ABT Abbott Laboratories Common Stock ( |
$1,001 - $15,000 | joint | -28.0% | — |
| C | SELL | 28 Jan 2025 | ANET Arista Networks, Inc. Common Stock |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 28 Jan 2025 | AVGO Broadcom Inc. - Common Stock (AVGO |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 28 Jan 2025 | NVDA NVIDIA Corporation - Common Stock |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 28 Jan 2025 | ORCL Oracle Corporation Common Stock (O |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 28 Jan 2025 | TSM Taiwan Semiconductor Manufacturing |
$1,001 - $15,000 | joint | — | yes |
| E | BUY | 28 Jan 2025 | TSLA Tesla, Inc. - Common Stock (TSLA) |
$1,001 - $15,000 | joint | +7.7% | — |
| C | BUY | 28 Jan 2025 | V Visa Inc. (V) |
$1,001 - $15,000 | joint | -21.0% | yes |
| E | BUY | 27 Jan 2025 | ABEV Ambev S.A. American Depositary Sha |
$1,001 - $15,000 | joint | +51.7% | — |
| B | BUY | 27 Jan 2025 | CDRE Cadre Holdings, Inc. Common Stock |
$1,001 - $15,000 | joint | +0.4% | yes |
| E | BUY | 27 Jan 2025 | CLPBY COLOPLAST AS SP/ADR (CLPBY) |
$1,001 - $15,000 | joint | -46.0% | — |
| B | BUY | 27 Jan 2025 | GLW Corning Incorporated Common Stock |
$1,001 - $15,000 | joint | +139.9% | yes |
| C | SELL | 27 Jan 2025 | FICO Fair Isaac Corporation Common Stoc |
$1,001 - $15,000 | joint | — | yes |
| C | BUY | 27 Jan 2025 | GBOOY Grupo Financiero Banorte, S.A.B. D |
$1,001 - $15,000 | joint | +66.6% | yes |
| C | SELL | 27 Jan 2025 | MELI MercadoLibre, Inc. - Common Stock |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 27 Jan 2025 | MRK Merck & Company, Inc. Common Stock |
$15,001 - $50,000 | joint | — | — |
| D | SELL | 24 Jan 2025 | ITCI Intra-Cellular Therapies Inc. (ITC |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 24 Jan 2025 | JNJ Johnson & Johnson Common Stock (JN |
$1,001 - $15,000 | joint | +44.9% | — |
| D | SELL | 24 Jan 2025 | REGN Regeneron Pharmaceuticals, Inc. - |
$1,001 - $15,000 | joint | — | — |
| C | BUY | 24 Jan 2025 | V Visa Inc. (V) |
$1,001 - $15,000 | joint | -21.0% | yes |
| — | SELL | 23 Jan 2025 | None Eaton Corporation, PLC Ordinary Sh |
$1,001 - $15,000 | joint | — | — |
| B | BUY | 23 Jan 2025 | TEL TE Connectivity plc Ordinary Share |
$1,001 - $15,000 | joint | +39.7% | yes |
| D | SELL | 23 Jan 2025 | TT Trane Technologies plc (TT) |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 23 Jan 2025 | UBER Uber Technologies, Inc. Common Sto |
$1,001 - $15,000 | joint | — | yes |
| B | BUY | 23 Jan 2025 | V Visa Inc. (V) |
$1,001 - $15,000 | joint | -21.0% | yes |
| B | SELL | 22 Jan 2025 | NFLX Netflix, Inc. - Common Stock (NFLX |
$1,001 - $15,000 | joint | — | yes |
| B | SELL | 22 Jan 2025 | ORCL Oracle Corporation Common Stock (O |
$1,001 - $15,000 | joint | — | yes |
| E | BUY | 22 Jan 2025 | WMT Walmart Inc. Common Stock (WMT) |
$1,001 - $15,000 | joint | +10.5% | — |
| E | BUY | 21 Jan 2025 | MMM 3M Company Common Stock (MMM) |
$1,001 - $15,000 | joint | +1.8% | — |
| E | BUY | 21 Jan 2025 | KO Coca-Cola Company (KO) |
$1,001 - $15,000 | joint | +3.7% | — |
| E | SELL | 21 Jan 2025 | ISRG Intuitive Surgical, Inc. - Common |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 21 Jan 2025 | JNJ Johnson & Johnson Common Stock (JN |
$1,001 - $15,000 | joint | +44.9% | — |
| C | SELL | 21 Jan 2025 | MSFT Microsoft Corporation - Common Sto |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 21 Jan 2025 | ORCL Oracle Corporation Common Stock (O |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 21 Jan 2025 | PWR Quanta Services, Inc. Common Stock |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 17 Jan 2025 | INTA Intapp, Inc. - Common Stock (INTA) |
$1,001 - $15,000 | joint | — | yes |
| C | SELL | 17 Jan 2025 | NVDA NVIDIA Corporation - Common Stock |
$1,001 - $15,000 | joint | — | yes |
| A | BUY | 17 Jan 2025 | PAR PAR Technology Corporation Common |
$1,001 - $15,000 | joint | -85.4% | yes |
| D | BUY | 16 Jan 2025 | BABA Alibaba Group Holding Limited Amer |
$1,001 - $15,000 | joint | +30.4% | yes |
| D | SELL | 16 Jan 2025 | GOOG Alphabet Inc. - Class C Capital St |
$1,001 - $15,000 | joint | — | yes |
| D | BUY | 16 Jan 2025 | BRK.B Berkshire Hathaway Inc. New Common |
$1,001 - $15,000 | joint | -9.8% | yes |
| E | BUY | 16 Jan 2025 | KO Coca-Cola Company (KO) |
$1,001 - $15,000 | joint | +3.7% | — |
| E | BUY | 16 Jan 2025 | DHI D.R. Horton, Inc. Common Stock (DH |
$1,001 - $15,000 | joint | +11.4% | — |
| E | BUY | 16 Jan 2025 | D Dominion Energy, Inc. Common Stock |
$1,001 - $15,000 | joint | +6.7% | — |
| E | BUY | 16 Jan 2025 | GMAB Genmab A/S - American Depositary S |
$1,001 - $15,000 | joint | +41.6% | — |
| E | BUY | 16 Jan 2025 | JNJ Johnson & Johnson Common Stock (JN |
$1,001 - $15,000 | joint | +44.9% | — |
| D | SELL | 16 Jan 2025 | MA Mastercard Incorporated Common Sto |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 16 Jan 2025 | META Meta Platforms, Inc. - Class A Com |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 16 Jan 2025 | MSFT Microsoft Corporation - Common Sto |
$1,001 - $15,000 | joint | — | yes |
| E | BUY | 16 Jan 2025 | NSRGY NESTLE S.A S/ADR (NSRGY) |
$1,001 - $15,000 | joint | +5.8% | — |
| D | SELL | 16 Jan 2025 | NVDA NVIDIA Corporation - Common Stock |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 16 Jan 2025 | PANW Palo Alto Networks, Inc. (PANW) |
$1,001 - $15,000 | joint | — | yes |
| C | BUY | 16 Jan 2025 | TLK PT Telekomunikasi Indonesia, Tbk ( |
$1,001 - $15,000 | joint | +44.4% | yes |
| E | BUY | 16 Jan 2025 | SHEL Shell PLC American Depositary Shar |
$1,001 - $15,000 | joint | +8.7% | — |
| C | SELL | 16 Jan 2025 | TDG Transdigm Group Incorporated Commo |
$1,001 - $15,000 | joint | — | yes |
| E | BUY | 16 Jan 2025 | UNICY UNICHARM CORP S/ADR (UNICY) |
$1,001 - $15,000 | joint | -34.7% | — |
| D | SELL | 10 Jan 2025 | ISRG Intuitive Surgical, Inc. - Common |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 08 Jan 2025 | LLY Eli Lilly and Company Common Stock |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 30 Dec 2024 | SQ Block, Inc. Class A Common Stock, |
$1,001 - $15,000 | joint | — | — |
| B | BUY | 30 Dec 2024 | GS Goldman Sachs Group, Inc. (GS) |
$1,001 - $15,000 | joint | +47.9% | yes |
| D | SELL | 27 Dec 2024 | ABEV Ambev S.A. American Depositary Sha |
$1,001 - $15,000 | joint | — | — |
Click any row for the full trade breakdown.