Josh S. Gottheimer
house Democrat NJ
G000583
2945 trades tracked · 1 spouse · 41 late filings · avg lag 28.8d
Official site ↗Committees
- House Permanent Select Committee on Intelligence
- House Committee on Financial Services
- House Committee on Financial Services — National Security, Illicit Finance, and International Financial Institutions
- House Committee on Financial Services — Digital Assets, Financial Technology, and Artificial Intelligence
- House Committee on Financial Services — Capital Markets
- House Permanent Select Committee on Intelligence — Defense Intelligence and Overhead Architecture
- House Permanent Select Committee on Intelligence — National Security Agency and Cyber
Est. volume
$244,147,501
Middle of the reported range
Buys / Sells
1217 / 1725
Spouse share
0%
Late (>45d)
41
Avg. price change since purchase
+35.6% est.
28.9% ahead of the S&P 500
From 10 purchases with a saved closing price. Sales are left out.
The percent is the stock-price change from each purchase date to the newest end-of-day close saved on this site. That close refreshes on the morning jobs, so it is usually yesterday’s, or Friday’s over a weekend. It is not a live quote, and it is not the politician’s profit. Ahead of or behind the S&P 500 uses those same dates. Dollar figures use the middle of the reported trade-size range, not an exact amount. Not investment advice. See disclaimer.
| Tx Date | Ticker | Asset | Type | Owner | Amount | Disclosed | Lag | Return |
|---|---|---|---|---|---|---|---|---|
| Dec 16, 2024 | UNICY ↗ | UNICHARM CORP S/ADR | Sale (Full) | Joint | $1,001 - $15,000 | Jan 14, 2025 | 29d | — |
| Dec 11, 2024 | ETN ↗ | Eaton Corporation, PLC Ordinary Shares | Sale (Partial) | Joint | $1,001 - $15,000 | Jan 14, 2025 | 34d | — |
| Dec 27, 2024 | CDRE ↗ | Cadre Holdings, Inc. Common Stock | Sale (Full) | Joint | $1,001 - $15,000 | Jan 14, 2025 | 18d | — |
| Dec 16, 2024 | BABA ↗ | Alibaba Group Holding Limited American D... | Sale (Full) | Joint | $1,001 - $15,000 | Jan 14, 2025 | 29d | — |
| Dec 30, 2024 | GS ↗ | Goldman Sachs Group, Inc. | Purchase | Joint | $1,001 - $15,000 | Jan 14, 2025 | 15d | — |
| Dec 18, 2024 | LLY ↗ | Eli Lilly and Company Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Jan 14, 2025 | 27d | — |
| Dec 16, 2024 | LLY ↗ | Eli Lilly and Company Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Jan 14, 2025 | 29d | — |
| Dec 6, 2024 | PGNY ↗ | Progyny, Inc. - Common Stock | Sale (Full) | Joint | $1,001 - $15,000 | Jan 14, 2025 | 39d | — |
| Dec 20, 2024 | WMT ↗ | Walmart Inc. Common Stock | Purchase | Joint | $1,001 - $15,000 | Jan 14, 2025 | 25d | — |
| Dec 18, 2024 | WMT ↗ | Walmart Inc. Common Stock | Purchase | Joint | $1,001 - $15,000 | Jan 14, 2025 | 27d | — |
| Dec 12, 2024 | GWW ↗ | W.W. Grainger, Inc. Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Jan 14, 2025 | 33d | — |
| Dec 27, 2024 | ABEV ↗ | Ambev S.A. American Depositary Shares | Sale (Partial) | Joint | $1,001 - $15,000 | Jan 14, 2025 | 18d | — |
| Dec 19, 2024 | AAPL ↗ | Apple Inc. - Common Stock | Purchase | Joint | $1,001 - $15,000 | Jan 14, 2025 | 26d | — |
| Dec 27, 2024 | GBOOY ↗ | Grupo Financiero Banorte, S.A.B. De C.V ... | Sale (Full) | Joint | $1,001 - $15,000 | Jan 14, 2025 | 18d | — |
| Dec 6, 2024 | TXRH ↗ | Texas Roadhouse, Inc. - Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Jan 14, 2025 | 39d | — |
| Dec 12, 2024 | LLY ↗ | Eli Lilly and Company Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Jan 14, 2025 | 33d | — |
| Dec 27, 2024 | CLPBY ↗ | COLOPLAST AS SP/ADR | Sale (Full) | Joint | $1,001 - $15,000 | Jan 14, 2025 | 18d | — |
| Dec 16, 2024 | KO ↗ | Coca-Cola Company | Sale (Full) | Joint | $1,001 - $15,000 | Jan 14, 2025 | 29d | — |
| Dec 6, 2024 | CDRE ↗ | Cadre Holdings, Inc. Common Stock | Purchase | Joint | $1,001 - $15,000 | Jan 14, 2025 | 39d | — |
| Dec 16, 2024 | DHI ↗ | D.R. Horton, Inc. Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Jan 14, 2025 | 29d | — |
| Dec 16, 2024 | D ↗ | Dominion Energy, Inc. Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Jan 14, 2025 | 29d | — |
| Dec 19, 2024 | WMT ↗ | Walmart Inc. Common Stock | Purchase | Joint | $1,001 - $15,000 | Jan 14, 2025 | 26d | — |
| Dec 23, 2024 | TT ↗ | Trane Technologies plc | Sale (Partial) | Joint | $1,001 - $15,000 | Jan 14, 2025 | 22d | — |
| Dec 5, 2024 | TT ↗ | Trane Technologies plc | Sale (Partial) | Joint | $1,001 - $15,000 | Jan 14, 2025 | 40d | — |
| Dec 9, 2024 | UBER ↗ | Uber Technologies, Inc. Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Jan 14, 2025 | 36d | — |
| Dec 18, 2024 | UBER ↗ | Uber Technologies, Inc. Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Jan 14, 2025 | 27d | — |
| Dec 16, 2024 | SHEL ↗ | Shell PLC American Depositary Shares | Sale (Partial) | Joint | $1,001 - $15,000 | Jan 14, 2025 | 29d | — |
| Dec 13, 2024 | CRM ↗ | Salesforce, Inc. Common Stock | Purchase | Joint | $1,001 - $15,000 | Jan 14, 2025 | 32d | — |
| Dec 16, 2024 | TLK ↗ | PT Telekomunikasi Indonesia, Tbk | Sale (Full) | Joint | $1,001 - $15,000 | Jan 14, 2025 | 29d | — |
| Dec 10, 2024 | LLY ↗ | Eli Lilly and Company Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Jan 14, 2025 | 35d | — |
| Dec 6, 2024 | PRIM ↗ | Primoris Services Corporation | Sale (Partial) | Joint | $1,001 - $15,000 | Jan 14, 2025 | 39d | — |
| Dec 23, 2024 | ISRG ↗ | Intuitive Surgical, Inc. - Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Jan 14, 2025 | 22d | — |
| Dec 20, 2024 | MSFT ↗ | Microsoft Corporation - Common Stock | Sale (Full) | Joint | $1,000,001 - $5,000,000 | Jan 14, 2025 | 25d | — |
| Dec 12, 2024 | JNJ ↗ | Johnson & Johnson Common Stock | Purchase | Joint | $1,001 - $15,000 | Jan 14, 2025 | 33d | — |
| Dec 3, 2024 | TSLA ↗ | Tesla, Inc. - Common Stock | Purchase | Joint | $1,001 - $15,000 | Jan 14, 2025 | 42d | — |
| Dec 18, 2024 | ORCL ↗ | Oracle Corporation Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Jan 14, 2025 | 27d | — |
| Dec 6, 2024 | SPXC ↗ | SPX Technologies, Inc. Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Jan 14, 2025 | 39d | — |
| Dec 16, 2024 | NSRGY ↗ | NESTLE S.A S/ADR | Sale (Partial) | Joint | $1,001 - $15,000 | Jan 14, 2025 | 29d | — |
| Dec 19, 2024 | NVDA ↗ | NVIDIA Corporation - Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Jan 14, 2025 | 26d | — |
| Dec 6, 2024 | THR ↗ | Thermon Group Holdings, Inc. Common Stoc... | Purchase | Joint | $1,001 - $15,000 | Jan 14, 2025 | 39d | — |
| Dec 20, 2024 | MSFT ↗ | Microsoft Corporation - Common Stock | Purchase | Joint | $1,000,001 - $5,000,000 | Jan 14, 2025 | 25d | — |
| Dec 13, 2024 | LLY ↗ | Eli Lilly and Company Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Jan 14, 2025 | 32d | — |
| Dec 9, 2024 | SNPS ↗ | Synopsys, Inc. - Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Jan 14, 2025 | 36d | — |
| Dec 9, 2024 | LLY ↗ | Eli Lilly and Company Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Jan 14, 2025 | 36d | — |
| Nov 12, 2024 | NVDA ↗ | NVIDIA Corporation | Sale | Joint | $1,001 - $15,000 | Dec 6, 2024 | 24d | — |
| Nov 20, 2024 | NTRA ↗ | Natera Inc | Purchase | Joint | $1,001 - $15,000 | Dec 6, 2024 | 16d | — |
| Nov 7, 2024 | HQY ↗ | HealthEquity Inc | Sale | Joint | $1,001 - $15,000 | Dec 6, 2024 | 29d | — |
| Nov 19, 2024 | FOXF ↗ | Fox Factory Holding Corp | Sale | Joint | $1,001 - $15,000 | Dec 6, 2024 | 17d | — |
| Nov 26, 2024 | D ↗ | Dominion Energy Inc | Purchase | Joint | $1,001 - $15,000 | Dec 6, 2024 | 10d | — |
| Nov 13, 2024 | SHOP ↗ | Shopify Inc | Purchase | Joint | $1,001 - $15,000 | Dec 6, 2024 | 23d | — |
| Nov 15, 2024 | MELI ↗ | MercadoLibre Inc | Purchase | Joint | $1,001 - $15,000 | Dec 6, 2024 | 21d | — |
| Nov 1, 2024 | DHI ↗ | D.R. Horton Inc | Purchase | Joint | $1,001 - $15,000 | Dec 6, 2024 | 35d | — |
| Nov 27, 2024 | VRT ↗ | Vertiv Holdings Co | Sale | Joint | $1,001 - $15,000 | Dec 6, 2024 | 9d | — |
| Nov 25, 2024 | ETN ↗ | Eaton Corp PLC | Sale | Joint | $1,001 - $15,000 | Dec 6, 2024 | 11d | — |
| Nov 27, 2024 | NFLX ↗ | Netflix Inc | Sale | Joint | $1,001 - $15,000 | Dec 6, 2024 | 9d | — |
| Nov 22, 2024 | COP ↗ | ConocoPhillips | Sale | Joint | $1,001 - $15,000 | Dec 6, 2024 | 14d | — |
| Nov 19, 2024 | KKR ↗ | KKR & Co Inc | Purchase | Joint | $1,001 - $15,000 | Dec 6, 2024 | 17d | — |
| Nov 11, 2024 | APP ↗ | Applovin Corporation - Class A Common St... | Purchase | Joint | $1,001 - $15,000 | Dec 5, 2024 | 24d | — |
| Nov 12, 2024 | CRM ↗ | Salesforce, Inc. Common Stock | Purchase | Joint | $1,001 - $15,000 | Dec 5, 2024 | 23d | — |
| Nov 20, 2024 | TSLA ↗ | Tesla, Inc. - Common Stock | Purchase | Joint | $1,001 - $15,000 | Dec 5, 2024 | 15d | — |
| Nov 14, 2024 | CRM ↗ | Salesforce, Inc. Common Stock | Purchase | Joint | $1,001 - $15,000 | Dec 5, 2024 | 21d | — |
| Nov 22, 2024 | JNJ ↗ | Johnson & Johnson Common Stock | Purchase | Joint | $1,001 - $15,000 | Dec 5, 2024 | 13d | — |
| Nov 14, 2024 | LLY ↗ | Eli Lilly and Company Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Dec 5, 2024 | 21d | — |
| Nov 26, 2024 | JNJ ↗ | Johnson & Johnson Common Stock | Purchase | Joint | $1,001 - $15,000 | Dec 5, 2024 | 9d | — |
| Nov 19, 2024 | MSFT ↗ | Microsoft Corporation - Common Stock | Sale (Full) | Joint | $1,000,001 - $5,000,000 | Dec 5, 2024 | 16d | — |
| Nov 19, 2024 | MSFT ↗ | Microsoft Corporation - Common Stock | Purchase | Joint | $1,000,001 - $5,000,000 | Dec 5, 2024 | 16d | — |
| Nov 19, 2024 | LLY ↗ | Eli Lilly and Company Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Dec 5, 2024 | 16d | — |
| Nov 14, 2024 | MSFT ↗ | Microsoft Corporation - Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Dec 5, 2024 | 21d | — |
| Nov 11, 2024 | TSLA ↗ | Tesla, Inc. - Common Stock | Purchase | Joint | $1,001 - $15,000 | Dec 5, 2024 | 24d | — |
| Nov 27, 2024 | TSLA ↗ | Tesla, Inc. - Common Stock | Purchase | Joint | $1,001 - $15,000 | Dec 5, 2024 | 8d | — |
| Nov 14, 2024 | TSLA ↗ | Tesla, Inc. - Common Stock | Purchase | Joint | $1,001 - $15,000 | Dec 5, 2024 | 21d | — |
| Nov 26, 2024 | TSLA ↗ | Tesla, Inc. - Common Stock | Purchase | Joint | $1,001 - $15,000 | Dec 5, 2024 | 9d | — |
| Nov 13, 2024 | CRM ↗ | Salesforce, Inc. Common Stock | Purchase | Joint | $1,001 - $15,000 | Dec 5, 2024 | 22d | — |
| Nov 12, 2024 | MSFT ↗ | Microsoft Corporation - Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Dec 5, 2024 | 23d | — |
| Nov 19, 2024 | REGN ↗ | Regeneron Pharmaceuticals, Inc. - Common... | Sale (Partial) | Joint | $1,001 - $15,000 | Dec 5, 2024 | 16d | — |
| Nov 12, 2024 | TSLA ↗ | Tesla, Inc. - Common Stock | Purchase | Joint | $1,001 - $15,000 | Dec 5, 2024 | 23d | — |
| Nov 29, 2024 | REGN ↗ | Regeneron Pharmaceuticals, Inc. - Common... | Sale (Partial) | Joint | $1,001 - $15,000 | Dec 5, 2024 | 6d | — |
| Oct 25, 2024 | ALG ↗ | ALAMO GROUP INC | Sale | Joint | $1,001 - $15,000 | Nov 7, 2024 | 13d | — |
| Oct 23, 2024 | REGN ↗ | Regeneron Pharmaceuticals Inc | Sale | Joint | $1,001 - $15,000 | Nov 7, 2024 | 15d | — |
| Oct 17, 2024 | MDB ↗ | MongoDB Inc | Sale | Joint | $1,001 - $15,000 | Nov 7, 2024 | 21d | — |
| Oct 24, 2024 | PYPL ↗ | PayPal Holdings Inc | Purchase | Joint | $1,001 - $15,000 | Nov 7, 2024 | 14d | — |
| Oct 17, 2024 | USPH ↗ | US Physical Therapy Inc | Purchase | Joint | $1,001 - $15,000 | Nov 7, 2024 | 21d | — |
| Oct 3, 2024 | HD ↗ | The Home Depot Inc | Purchase | Joint | $1,001 - $15,000 | Nov 7, 2024 | 35d | — |
| Oct 31, 2024 | GTES ↗ | Gates Industrial Corp PLC | Purchase | Joint | $1,001 - $15,000 | Nov 7, 2024 | 7d | — |
| Oct 31, 2024 | APPF ↗ | APPFOLIO INC | Sale | Joint | $1,001 - $15,000 | Nov 7, 2024 | 7d | — |
| Oct 17, 2024 | GOOGL ↗ | Alphabet Inc | Purchase | Joint | $1,001 - $15,000 | Nov 7, 2024 | 21d | — |
| Oct 17, 2024 | ALGM ↗ | Allegro Microsystems Inc | Purchase | Joint | $1,001 - $15,000 | Nov 7, 2024 | 21d | — |
| Oct 17, 2024 | BRK-B ↗ | Berkshire Hathaway Inc | Purchase | Joint | $1,001 - $15,000 | Nov 7, 2024 | 21d | — |
| Oct 24, 2024 | BX ↗ | Blackstone Group Inc | Purchase | Joint | $1,001 - $15,000 | Nov 7, 2024 | 14d | — |
| Oct 3, 2024 | AVGO ↗ | Broadcom Inc | Sale | Joint | $1,001 - $15,000 | Nov 7, 2024 | 35d | — |
| Oct 17, 2024 | CHRD ↗ | Chord Energy Corp | Purchase | Joint | $1,001 - $15,000 | Nov 7, 2024 | 21d | — |
| Oct 17, 2024 | META ↗ | Meta Platforms Inc | Sale | Joint | $1,001 - $15,000 | Nov 7, 2024 | 21d | — |
| Oct 17, 2024 | NVDA ↗ | NVIDIA Corporation | Sale | Joint | $1,001 - $15,000 | Nov 7, 2024 | 21d | — |
| Oct 17, 2024 | PPBI ↗ | Pacific Premier Bancorp Inc | Purchase | Joint | $1,001 - $15,000 | Nov 7, 2024 | 21d | — |
| Oct 17, 2024 | BKNG ↗ | Booking Holdings Inc | Sale | Joint | $1,001 - $15,000 | Nov 7, 2024 | 21d | — |
| Oct 10, 2024 | IBM ↗ | International Business Machines Corp | Purchase | Joint | $1,001 - $15,000 | Nov 7, 2024 | 28d | — |
| Oct 2, 2024 | AAPL ↗ | Apple Inc | Purchase | Joint | $15,001 - $50,000 | Nov 7, 2024 | 36d | — |
| Oct 31, 2024 | ICUI ↗ | ICU Medical Inc | Sale | Joint | $1,001 - $15,000 | Nov 7, 2024 | 7d | — |
| Oct 25, 2024 | EPAC ↗ | Enerpac Tool Group Corp | Purchase | Joint | $1,001 - $15,000 | Nov 7, 2024 | 13d | — |
| Oct 17, 2024 | XNGSY ↗ | ENN Energy Holdings Ltd | Purchase | Joint | $1,001 - $15,000 | Nov 7, 2024 | 21d | — |
| Oct 31, 2024 | SF ↗ | Stifel Financial Corp | Sale | Joint | $1,001 - $15,000 | Nov 7, 2024 | 7d | — |
| Oct 17, 2024 | VRT ↗ | Vertiv Holdings Co | Purchase | Joint | $1,001 - $15,000 | Nov 7, 2024 | 21d | — |
| Oct 31, 2024 | ITT ↗ | ITT Inc | Sale | Joint | $1,001 - $15,000 | Nov 7, 2024 | 7d | — |
| Oct 31, 2024 | TCBI ↗ | Texas Capital Bancshares Inc | Purchase | Joint | $1,001 - $15,000 | Nov 7, 2024 | 7d | — |
| Oct 17, 2024 | KKR ↗ | KKR & Co Inc | Sale | Joint | $1,001 - $15,000 | Nov 7, 2024 | 21d | — |
| Oct 16, 2024 | BABA ↗ | Alibaba Group Holding Ltd | Purchase | Joint | $1,001 - $15,000 | Nov 7, 2024 | 22d | — |
| Oct 14, 2024 | TSLA ↗ | Tesla Inc | Sale | Joint | $1,001 - $15,000 | Nov 7, 2024 | 24d | — |
| Oct 16, 2024 | LLY ↗ | Eli Lilly and Co | Sale | Joint | $1,001 - $15,000 | Nov 7, 2024 | 22d | — |
| Oct 17, 2024 | TDG ↗ | TransDigm Group Inc | Sale | Joint | $1,001 - $15,000 | Nov 7, 2024 | 21d | — |
| Oct 18, 2024 | NFLX ↗ | Netflix Inc | Sale | Joint | $1,001 - $15,000 | Nov 7, 2024 | 20d | — |
| Oct 2, 2024 | MSFT ↗ | Microsoft Corporation - Common Stock | Sale (Partial) | Joint | $15,001 - $50,000 | Nov 6, 2024 | 35d | — |
| Oct 3, 2024 | MSFT ↗ | Microsoft Corporation - Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Nov 6, 2024 | 34d | — |
| Oct 3, 2024 | TEL ↗ | TE Connectivity plc Ordinary Shares | Purchase | Joint | $1,001 - $15,000 | Nov 6, 2024 | 34d | — |
| Oct 25, 2024 | DSCSY ↗ | DISCO CORP UNSP /ADR | Purchase | Joint | $1,001 - $15,000 | Nov 6, 2024 | 12d | — |
| Oct 17, 2024 | GOOG ↗ | Alphabet Inc. - Class C Capital Stock | Purchase | Joint | $1,001 - $15,000 | Nov 6, 2024 | 20d | — |
| Oct 4, 2024 | NOW ↗ | ServiceNow, Inc. Common Stock | Purchase | Joint | $1,001 - $15,000 | Nov 6, 2024 | 33d | — |
| Oct 17, 2024 | LRCX ↗ | Lam Research Corporation - Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Nov 6, 2024 | 20d | — |
| Oct 17, 2024 | XNGSY ↗ | EEN ENERGY HLDGS UNSP/ADR | Purchase | Joint | $1,001 - $15,000 | Nov 6, 2024 | 20d | — |
| Oct 17, 2024 | BRK-B ↗ | Berkshire Hathaway Inc. New Common Stock | Purchase | Joint | $1,001 - $15,000 | Nov 6, 2024 | 20d | — |
| Oct 8, 2024 | NOW ↗ | ServiceNow, Inc. Common Stock | Purchase | Joint | $1,001 - $15,000 | Nov 6, 2024 | 29d | — |
| Oct 29, 2024 | TTNDY ↗ | TECHTRONIC INDUS LTD ADR | Purchase | Joint | $1,001 - $15,000 | Nov 6, 2024 | 8d | — |
| Oct 28, 2024 | DSCSY ↗ | DISCO CORP UNSP /ADR | Purchase | Joint | $1,001 - $15,000 | Nov 6, 2024 | 9d | — |
| Oct 4, 2024 | TSM ↗ | Taiwan Semiconductor Manufacturing Compa... | Sale (Partial) | Joint | $1,001 - $15,000 | Nov 6, 2024 | 33d | — |
| Oct 4, 2024 | TEL ↗ | TE Connectivity plc Ordinary Shares | Purchase | Joint | $1,001 - $15,000 | Nov 6, 2024 | 33d | — |
| Oct 4, 2024 | MFC ↗ | Manulife Financial Corporation Common St... | Sale (Partial) | Joint | $1,001 - $15,000 | Nov 6, 2024 | 33d | — |
| Oct 22, 2024 | LRCX ↗ | Lam Research Corporation - Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Nov 6, 2024 | 15d | — |
| Oct 24, 2024 | TSM ↗ | Taiwan Semiconductor Manufacturing Compa... | Sale (Partial) | Joint | $1,001 - $15,000 | Nov 6, 2024 | 13d | — |
| Oct 15, 2024 | MFC ↗ | Manulife Financial Corporation Common St... | Purchase | Joint | $1,001 - $15,000 | Nov 6, 2024 | 22d | — |
| Oct 28, 2024 | TTNDY ↗ | TECHTRONIC INDUS LTD ADR | Purchase | Joint | $1,001 - $15,000 | Nov 6, 2024 | 9d | — |
| Sep 9, 2024 | HALO ↗ | Halozyme Therapeutics, Inc. - Common Sto... | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 3, 2024 | 24d | — |
| Sep 12, 2024 | MCK ↗ | McKesson Corporation Common Stock (MCK) | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 3, 2024 | 21d | — |
| Sep 24, 2024 | FCX ↗ | Freeport-McMoRan, Inc. Common Stock (FCX... | Sale (Full) | Joint | $1,001 - $15,000 | Oct 3, 2024 | 9d | — |
| Sep 16, 2024 | XNGSY ↗ | EEN ENERGY HLDGS UNSP/ADR (XNGSY) | Sale (Full) | Joint | $1,001 - $15,000 | Oct 3, 2024 | 17d | — |
| Sep 9, 2024 | IRT ↗ | Independence Realty Trust, Inc. Common S... | Purchase | Joint | $1,001 - $15,000 | Oct 3, 2024 | 24d | — |
| Sep 17, 2024 | IBM ↗ | International Business Machines Corporat... | Purchase | Joint | $1,001 - $15,000 | Oct 3, 2024 | 16d | — |
| Sep 13, 2024 | IBM ↗ | International Business Machines Corporat... | Purchase | Joint | $1,001 - $15,000 | Oct 3, 2024 | 20d | — |
| Sep 23, 2024 | LRCX ↗ | Lam Research Corporation - Common Stock ... | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 3, 2024 | 10d | — |
| Sep 18, 2024 | MA ↗ | Mastercard Incorporated Common Stock (MA... | Purchase | Joint | $1,001 - $15,000 | Oct 3, 2024 | 15d | — |
| Sep 25, 2024 | ALG ↗ | Alamo Group, Inc. Common Stock (ALG) | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 3, 2024 | 8d | — |
| Sep 16, 2024 | USPH ↗ | U.S. Physical Therapy, Inc. Common Stock... | Sale (Full) | Joint | $1,001 - $15,000 | Oct 3, 2024 | 17d | — |
| Sep 27, 2024 | TT ↗ | Trane Technologies plc (TT) | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 3, 2024 | 6d | — |
| Sep 10, 2024 | TMO ↗ | Thermo Fisher Scientific Inc Common Stoc... | Purchase | Joint | $1,001 - $15,000 | Oct 3, 2024 | 23d | — |
| Sep 16, 2024 | ALGM ↗ | Allegro MicroSystems, Inc. - Common Stoc... | Sale (Full) | Joint | $1,001 - $15,000 | Oct 3, 2024 | 17d | — |
| Sep 16, 2024 | GOOG ↗ | Alphabet Inc. - Class C Capital Stock (G... | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 3, 2024 | 17d | — |
| Sep 23, 2024 | TSM ↗ | Taiwan Semiconductor Manufacturing Compa... | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 3, 2024 | 10d | — |
| Sep 23, 2024 | HDB ↗ | HDFC Bank Limited Common Stock (HDB) | Purchase | Joint | $1,001 - $15,000 | Oct 3, 2024 | 10d | — |
| Sep 24, 2024 | HDB ↗ | HDFC Bank Limited Common Stock (HDB) | Purchase | Joint | $1,001 - $15,000 | Oct 3, 2024 | 9d | — |
| Sep 25, 2024 | CRNX ↗ | Crinetics Pharmaceuticals, Inc. - Common... | Purchase | Joint | $1,001 - $15,000 | Oct 3, 2024 | 8d | — |
| Sep 3, 2024 | BNTX ↗ | BioNTech SE - American Depositary Shares... | Sale (Full) | Joint | $1,001 - $15,000 | Oct 3, 2024 | 30d | — |
| Sep 16, 2024 | VRT ↗ | Vertiv Holdings, LLC Class A Common Stoc... | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 3, 2024 | 17d | — |
| Sep 16, 2024 | CELH ↗ | Celsius Holdings, Inc. (CELH) | Sale (Full) | Joint | $1,001 - $15,000 | Oct 3, 2024 | 17d | — |
| Sep 5, 2024 | NSRGY ↗ | NESTLE S.A S/ADR (NSRGY) | Purchase | Joint | $1,001 - $15,000 | Oct 3, 2024 | 28d | — |
| Sep 12, 2024 | MSFT ↗ | Microsoft Corporation - Common Stock (MS... | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 3, 2024 | 21d | — |
| Sep 23, 2024 | IBN ↗ | ICICI Bank Limited Common Stock (IBN) | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 3, 2024 | 10d | — |
| Sep 25, 2024 | META ↗ | Meta Platforms, Inc. - Class A Common St... | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 3, 2024 | 8d | — |
| Sep 27, 2024 | APH ↗ | Amphenol Corporation Common Stock (APH) | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 3, 2024 | 6d | — |
| Sep 26, 2024 | PYPL ↗ | PayPal Holdings, Inc. - Common Stock (PY... | Purchase | Joint | $1,001 - $15,000 | Oct 3, 2024 | 7d | — |
| Sep 20, 2024 | HDB ↗ | HDFC Bank Limited Common Stock (HDB) | Purchase | Joint | $1,001 - $15,000 | Oct 3, 2024 | 13d | — |
| Sep 12, 2024 | AAPL ↗ | Apple Inc. - Common Stock (AAPL) | Purchase | Joint | $1,001 - $15,000 | Oct 3, 2024 | 21d | — |
| Sep 20, 2024 | IBN ↗ | ICICI Bank Limited Common Stock (IBN) | Sale (Full) | Joint | $1,001 - $15,000 | Oct 3, 2024 | 13d | — |
| Sep 16, 2024 | ETN ↗ | Eaton Corporation, PLC Ordinary Shares (... | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 3, 2024 | 17d | — |
| Sep 3, 2024 | SSMXY ↗ | SYSMEX CORP UNSP/ASDR (SSMXY) | Purchase | Joint | $1,001 - $15,000 | Oct 3, 2024 | 30d | — |
| Sep 9, 2024 | SSMXY ↗ | SYSMEX CORP UNSP/ASDR (SSMXY) | Purchase | Joint | $1,001 - $15,000 | Oct 3, 2024 | 24d | — |
| Sep 23, 2024 | IBM ↗ | International Business Machines Corporat... | Purchase | Joint | $1,001 - $15,000 | Oct 3, 2024 | 10d | — |
| Sep 10, 2024 | MCD ↗ | McDonald's Corporation Common Stock (MCD... | Purchase | Joint | $1,001 - $15,000 | Oct 3, 2024 | 23d | — |
| Sep 23, 2024 | NOW ↗ | ServiceNow, Inc. Common Stock (NOW) | Purchase | Joint | $1,001 - $15,000 | Oct 3, 2024 | 10d | — |
| Sep 5, 2024 | SAP ↗ | SAP SE ADS (SAP) | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 3, 2024 | 28d | — |
| Sep 25, 2024 | BOOT ↗ | Boot Barn Holdings, Inc. Common Stock (B... | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 3, 2024 | 8d | — |
| Sep 25, 2024 | ICFI ↗ | ICF International, Inc. - Common Stock (... | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 3, 2024 | 8d | — |
| Sep 6, 2024 | SAP ↗ | SAP SE ADS (SAP) | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 3, 2024 | 27d | — |
| Sep 9, 2024 | RHP ↗ | Ryman Hospitality Properties, Inc. (RHP) | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 3, 2024 | 24d | — |
| Sep 20, 2024 | BX ↗ | Blackstone Inc. Common Stock (BX) | Purchase | Joint | $1,001 - $15,000 | Oct 3, 2024 | 13d | — |
| Sep 12, 2024 | ETN ↗ | Eaton Corporation, PLC Ordinary Shares (... | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 3, 2024 | 21d | — |
| Sep 23, 2024 | ASML ↗ | ASML Holding N.V. - New York Registry Sh... | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 3, 2024 | 10d | — |
| Sep 16, 2024 | PPBI ↗ | Pacific Premier Bancorp Inc - Common Sto... | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 3, 2024 | 17d | — |
| Sep 16, 2024 | CHRD ↗ | Chord Energy Corporation - Common Stock ... | Sale (Full) | Joint | $1,001 - $15,000 | Oct 3, 2024 | 17d | — |
| Sep 9, 2024 | AVGO ↗ | Broadcom Inc. - Common Stock (AVGO) | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 3, 2024 | 24d | — |
| Sep 24, 2024 | SNPS ↗ | Synopsys, Inc. - Common Stock (SNPS) | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 3, 2024 | 9d | — |
| Sep 11, 2024 | AVGO ↗ | Broadcom Inc. - Common Stock (AVGO) | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 3, 2024 | 22d | — |
| Sep 12, 2024 | AVGO ↗ | Broadcom Inc. - Common Stock (AVGO) | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 3, 2024 | 21d | — |
| Sep 25, 2024 | CNS ↗ | Cohen & Steers Inc Common Stock (CNS) | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 3, 2024 | 8d | — |
| Aug 1, 2024 | UBER ↗ | Uber Technologies, Inc. Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Sep 11, 2024 | 41d | — |
| Aug 2, 2024 | ORCL ↗ | Oracle Corporation Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Sep 11, 2024 | 40d | — |
| Aug 1, 2024 | SHOP ↗ | Shopify Inc. Class A Subordinate Voting ... | Sale (Partial) | Joint | $1,001 - $15,000 | Sep 11, 2024 | 41d | — |
| Aug 30, 2024 | SNPS ↗ | Synopsys, Inc. - Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Sep 11, 2024 | 12d | — |
| Aug 30, 2024 | BRK-B ↗ | Berkshire Hathaway Inc. New Common Stock | Purchase | Joint | $1,001 - $15,000 | Sep 11, 2024 | 12d | — |
| Aug 5, 2024 | KO ↗ | Coca-Cola Company | Purchase | Joint | $1,001 - $15,000 | Sep 11, 2024 | 37d | — |
| Aug 2, 2024 | JBL ↗ | Jabil Inc. Common Stock | Sale (Full) | Joint | $1,001 - $15,000 | Sep 11, 2024 | 40d | — |
| Aug 5, 2024 | TNDM ↗ | Tandem Diabetes Care, Inc. - Common Stoc... | Purchase | Joint | $1,001 - $15,000 | Sep 11, 2024 | 37d | — |
| Aug 5, 2024 | SPOT ↗ | Spotify Technology S.A. Ordinary Shares | Purchase | Joint | $1,001 - $15,000 | Sep 11, 2024 | 37d | — |
| Aug 28, 2024 | TSLA ↗ | Tesla, Inc. - Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Sep 11, 2024 | 14d | — |
| Aug 2, 2024 | KO ↗ | Coca-Cola Company | Purchase | Joint | $1,001 - $15,000 | Sep 11, 2024 | 40d | — |
| Aug 12, 2024 | MSFT ↗ | Microsoft Corporation - Common Stock | Purchase | Joint | $15,001 - $50,000 | Sep 11, 2024 | 30d | — |
| Aug 5, 2024 | NOW ↗ | ServiceNow, Inc. Common Stock | Purchase | Joint | $1,001 - $15,000 | Sep 11, 2024 | 37d | — |
| Aug 14, 2024 | SBUX ↗ | Starbucks Corporation - Common Stock | Purchase | Joint | $1,001 - $15,000 | Sep 11, 2024 | 28d | — |
| Aug 6, 2024 | FWRG ↗ | First Watch Restaurant Group, Inc. - Com... | Purchase | Joint | $1,001 - $15,000 | Sep 11, 2024 | 36d | — |
| Aug 30, 2024 | NSC ↗ | Norfolk Southern Corporation Common Stoc... | Sale (Partial) | Joint | $1,001 - $15,000 | Sep 11, 2024 | 12d | — |
| Aug 2, 2024 | GS ↗ | Goldman Sachs Group, Inc. | Purchase | Joint | $1,001 - $15,000 | Sep 11, 2024 | 40d | — |
| Aug 2, 2024 | BKNG ↗ | Booking Holdings Inc. - Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Sep 11, 2024 | 40d | — |
| Aug 1, 2024 | AMD ↗ | Advanced Micro Devices, Inc. | Sale (Full) | Joint | $1,001 - $15,000 | Sep 11, 2024 | 41d | — |
| Aug 30, 2024 | BNTX ↗ | BioNTech SE - American Depositary Shares | Sale (Partial) | Joint | $1,001 - $15,000 | Sep 11, 2024 | 12d | — |
| Aug 12, 2024 | MSFT ↗ | Microsoft Corporation - Common Stock | Sale (Full) | Joint | $15,001 - $50,000 | Sep 11, 2024 | 30d | — |
| Aug 30, 2024 | APD ↗ | Air Products and Chemicals, Inc. Common ... | Sale (Partial) | Joint | $1,001 - $15,000 | Sep 11, 2024 | 12d | — |
| Aug 30, 2024 | TXN ↗ | Texas Instruments Incorporated - Common ... | Sale (Partial) | Joint | $1,001 - $15,000 | Sep 11, 2024 | 12d | — |
| Aug 8, 2024 | HSHCY ↗ | HAIER SMART HOME U/ADR | Sale (Partial) | Joint | $1,001 - $15,000 | Sep 11, 2024 | 34d | — |
| Aug 1, 2024 | AAPL ↗ | Apple Inc. - Common Stock | Purchase | Joint | $1,001 - $15,000 | Sep 11, 2024 | 41d | — |
| Aug 6, 2024 | AMD ↗ | Advanced Micro Devices, Inc. | Sale (Partial) | Joint | $1,001 - $15,000 | Sep 11, 2024 | 36d | — |
| Aug 6, 2024 | CHUY ↗ | Chuy's Holdings, Inc. - Common Stock | Sale (Full) | Joint | $1,001 - $15,000 | Sep 11, 2024 | 36d | — |
| Aug 30, 2024 | ETN ↗ | Eaton Corporation, PLC Ordinary Shares | Sale (Partial) | Joint | $1,001 - $15,000 | Sep 11, 2024 | 12d | — |
| Aug 2, 2024 | MAR ↗ | Marriott International - Class A Common ... | Sale (Full) | Joint | $1,001 - $15,000 | Sep 11, 2024 | 40d | — |
| Aug 30, 2024 | LOW ↗ | Lowe's Companies, Inc. Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Sep 11, 2024 | 12d | — |
| Aug 1, 2024 | GS ↗ | Goldman Sachs Group, Inc. | Purchase | Joint | $1,001 - $15,000 | Sep 11, 2024 | 41d | — |
| Aug 19, 2024 | ABT ↗ | Abbott Laboratories Common Stock | Purchase | Joint | $1,001 - $15,000 | Sep 11, 2024 | 23d | — |
| Jul 26, 2024 | MMM ↗ | 3M Company Common Stock | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2024 | 20d | — |
| Jul 1, 2024 | GOOG ↗ | Alphabet Inc. - Class C Capital Stock | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2024 | 45d | — |
| Jul 19, 2024 | FCX ↗ | Freeport-McMoRan, Inc. Common Stock | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2024 | 27d | — |
| Jul 1, 2024 | LLY ↗ | Eli Lilly and Company Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Aug 15, 2024 | 45d | — |
| Jul 8, 2024 | DBSDY ↗ | DBS GROUP HLDGS LTD S/ADR | Sale (Partial) | Joint | $1,001 - $15,000 | Aug 15, 2024 | 38d | — |
| Jul 19, 2024 | GMAB ↗ | Genmab A/S - American Depositary Shares | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2024 | 27d | — |
| Jul 1, 2024 | AZO ↗ | AutoZone, Inc. Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Aug 15, 2024 | 45d | — |
| Jul 22, 2024 | CRM ↗ | Salesforce, Inc. Common Stock | Sale (Full) | Joint | $1,001 - $15,000 | Aug 15, 2024 | 24d | — |
| Jul 23, 2024 | RHHBY ↗ | ROCHE HOLDING LTD S/ADR | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2024 | 23d | — |
| Jul 31, 2024 | TLK ↗ | PT Telekomunikasi Indonesia, Tbk | Purchase | Spouse | $1,001 - $15,000 | Aug 15, 2024 | 15d | — |
| Jul 19, 2024 | FNA ↗ | Paragon 28, Inc. Common Stock | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2024 | 27d | — |
| Jul 19, 2024 | PPBI ↗ | Pacific Premier Bancorp Inc - Common Sto... | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2024 | 27d | — |
| Jul 19, 2024 | NOC ↗ | Northrop Grumman Corporation Common Stoc... | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2024 | 27d | — |
| Jul 1, 2024 | NFLX ↗ | Netflix, Inc. - Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Aug 15, 2024 | 45d | — |
| Jul 1, 2024 | META ↗ | Meta Platforms, Inc. - Class A Common St... | Sale (Partial) | Joint | $1,001 - $15,000 | Aug 15, 2024 | 45d | — |
| Jul 26, 2024 | MEDP ↗ | Medpace Holdings, Inc. - Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Aug 15, 2024 | 20d | — |
| Jul 24, 2024 | SQ ↗ | Block, Inc. Class A Common Stock, | Sale (Full) | Joint | $1,001 - $15,000 | Aug 15, 2024 | 22d | — |
| Jul 19, 2024 | ATRC ↗ | AtriCure, Inc. - Common Stock | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2024 | 27d | — |
| Jul 1, 2024 | APH ↗ | Amphenol Corporation Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Aug 15, 2024 | 45d | — |
| Jul 31, 2024 | ABEV ↗ | Ambev S.A. American Depositary Shares | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2024 | 15d | — |
| Jul 19, 2024 | ABEV ↗ | Ambev S.A. American Depositary Shares | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2024 | 27d | — |
| Jul 9, 2024 | ALIZY ↗ | ALLIANZ SE UNSP/ADR | Sale (Partial) | Joint | $1,001 - $15,000 | Aug 15, 2024 | 37d | — |
| Jul 9, 2024 | ABNB ↗ | Airbnb, Inc. - Class A Common Stock | Sale (Full) | Joint | $1,001 - $15,000 | Aug 15, 2024 | 37d | — |
| Jul 31, 2024 | AMD ↗ | Advanced Micro Devices, Inc. | Sale (Partial) | Joint | $1,001 - $15,000 | Aug 15, 2024 | 15d | — |
| Jul 19, 2024 | AMD ↗ | Advanced Micro Devices, Inc. | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2024 | 27d | — |
| Jul 29, 2024 | ABT ↗ | Abbott Laboratories Common Stock | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2024 | 17d | — |
| Jul 12, 2024 | HELE ↗ | Helen of Troy Limited - Common Stock | Sale (Full) | Joint | $1,001 - $15,000 | Aug 15, 2024 | 34d | — |
| Jul 22, 2024 | ISRG ↗ | Intuitive Surgical, Inc. - Common Stock | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2024 | 24d | — |
| Jul 16, 2024 | LZB ↗ | La-Z-Boy Incorporated Common Stock | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2024 | 30d | — |
| Jul 9, 2024 | MAR ↗ | Marriott International - Class A Common ... | Sale (Partial) | Joint | $1,001 - $15,000 | Aug 15, 2024 | 37d | — |
| Jul 1, 2024 | MA ↗ | Mastercard Incorporated Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Aug 15, 2024 | 45d | — |
| Jul 1, 2024 | TSLA ↗ | Tesla, Inc. - Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Aug 15, 2024 | 45d | — |
| Jul 5, 2024 | TSM ↗ | Taiwan Semiconductor Manufacturing Compa... | Sale (Partial) | Joint | $1,001 - $15,000 | Aug 15, 2024 | 41d | — |
| Jul 19, 2024 | DHI ↗ | D.R. Horton, Inc. Common Stock | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2024 | 27d | — |
| Jul 31, 2024 | DHI ↗ | D.R. Horton, Inc. Common Stock | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2024 | 15d | — |
| Jul 19, 2024 | SQ ↗ | Block, Inc. Class A Common Stock, | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2024 | 27d | — |
| Jul 29, 2024 | ANET ↗ | Arista Networks, Inc. Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Aug 15, 2024 | 17d | — |
| Jul 19, 2024 | SGIOY ↗ | Shionogi & Co Ltd Unsponsored ADR | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2024 | 27d | — |
| Jul 5, 2024 | SHEL ↗ | Shell PLC American Depositary Shares | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2024 | 41d | — |
| Jul 1, 2024 | HUBS ↗ | HubSpot, Inc. Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Aug 15, 2024 | 45d | — |
| Jul 19, 2024 | TLK ↗ | PT Telekomunikasi Indonesia, Tbk | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2024 | 27d | — |
| Jul 1, 2024 | MCK ↗ | McKesson Corporation Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Aug 15, 2024 | 45d | — |
| Jul 9, 2024 | MCD ↗ | McDonald's Corporation Common Stock | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2024 | 37d | — |
| Jul 31, 2024 | MA ↗ | Mastercard Incorporated Common Stock | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2024 | 15d | — |
| Jul 1, 2024 | INTU ↗ | Intuit Inc. - Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Aug 15, 2024 | 45d | — |
| Jul 19, 2024 | FLYW ↗ | Flywire Corporation - Voting Common Stoc... | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2024 | 27d | — |
| Jul 26, 2024 | HTLD ↗ | Heartland Express, Inc. - Common Stock | Sale (Full) | Joint | $1,001 - $15,000 | Aug 15, 2024 | 20d | — |
| Jul 19, 2024 | SHLS ↗ | Shoals Technologies Group, Inc. - Class ... | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2024 | 27d | — |
| Jul 24, 2024 | TSLA ↗ | Tesla, Inc. - Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Aug 15, 2024 | 22d | — |
| Jul 19, 2024 | SWTX ↗ | SpringWorks Therapeutics, Inc. - common ... | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2024 | 27d | — |
| Jul 29, 2024 | TSLA ↗ | Tesla, Inc. - Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Aug 15, 2024 | 17d | — |
| Jul 19, 2024 | SONY ↗ | Sony Group Corporation American Deposita... | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2024 | 27d | — |
| Jul 1, 2024 | REGN ↗ | Regeneron Pharmaceuticals, Inc. - Common... | Sale (Partial) | Joint | $1,001 - $15,000 | Aug 15, 2024 | 45d | — |
| Jul 26, 2024 | SNDR ↗ | Schneider National, Inc. Common Stock | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2024 | 20d | — |
| Jul 19, 2024 | VIAV ↗ | Viavi Solutions Inc. - Common Stock | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2024 | 27d | — |
| Jul 1, 2024 | TT ↗ | Trane Technologies plc | Sale (Partial) | Joint | $1,001 - $15,000 | Aug 15, 2024 | 45d | — |
| Jul 18, 2024 | MA ↗ | Mastercard Incorporated Common Stock | Purchase | Joint | $1,001 - $15,000 | Aug 15, 2024 | 28d | — |
| Jun 26, 2024 | CRM ↗ | salesforce.com Inc | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 13d | — |
| Jun 18, 2024 | SWTX ↗ | SpringWorks Therapeutics, Inc. - common ... | Sale (Full) | Joint | $1,001 - $15,000 | Jul 9, 2024 | 21d | — |
| Jun 18, 2024 | SHLS ↗ | Shoals Technologies Group, Inc. - Class ... | Sale (Full) | Joint | $1,001 - $15,000 | Jul 9, 2024 | 21d | — |
| Jun 21, 2024 | SCHW ↗ | Charles Schwab Corporation | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 21, 2024 | MEDP ↗ | Medpace Holdings Inc | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 21, 2024 | MTDR ↗ | Matador Resources Co | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 21, 2024 | MFC ↗ | Manulife Financial Corp | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 18, 2024 | FCX ↗ | Freeport-McMoRan Inc | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 21d | — |
| Jun 14, 2024 | PYCR ↗ | Paycor HCM Inc | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 25d | — |
| Jun 18, 2024 | ABEV ↗ | Ambev SA | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 21d | — |
| Jun 21, 2024 | SYIEY ↗ | SYMRISE AG UNSP/ADR | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 26, 2024 | TEL ↗ | TE Connectivity Ltd. New Switzerland Reg... | Purchase | Joint | $1,001 - $15,000 | Jul 9, 2024 | 13d | — |
| Jun 27, 2024 | SPXC ↗ | SPX Technologies, Inc. Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 9, 2024 | 12d | — |
| Jun 18, 2024 | SBUX ↗ | Starbucks Corporation - Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 9, 2024 | 21d | — |
| Jun 21, 2024 | ITCI ↗ | Intra-Cellular Therapies Inc | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 21, 2024 | SF ↗ | Stifel Financial Corporation Common Stoc... | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 13, 2024 | ADBE ↗ | Adobe Inc | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 26d | — |
| Jun 21, 2024 | VZ ↗ | Verizon Communications Inc. Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 21, 2024 | TXN ↗ | Texas Instruments Incorporated - Common ... | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 18, 2024 | VIAV ↗ | Viavi Solutions Inc. - Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 9, 2024 | 21d | — |
| Jun 18, 2024 | TLK ↗ | PT Telekomunikasi Indonesia (Persero) TB... | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 21d | — |
| Jun 25, 2024 | VZ ↗ | Verizon Communications Inc. Common Stock | Sale (Full) | Joint | $1,001 - $15,000 | Jul 9, 2024 | 14d | — |
| Jun 21, 2024 | N/A | UFP Industries, Inc. - Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 21, 2024 | MTSI ↗ | MACOM Technology Solutions Holdings Inc | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 21, 2024 | LRLCY ↗ | L'Oreal S.A., Paris | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 21, 2024 | ALFVY ↗ | ALFA-LAVAL AB UNSP/ADR | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 21, 2024 | HDB ↗ | HDFC Bank Limited Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 28, 2024 | MSFT ↗ | Microsoft Corporation - Common Stock | Purchase | Joint | $1,001 - $15,000 | Jul 9, 2024 | 11d | — |
| Jun 26, 2024 | ABNB ↗ | Airbnb Inc | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 13d | — |
| Jun 27, 2024 | AEIS ↗ | Advanced Energy Industries Inc | Purchase | Joint | $1,001 - $15,000 | Jul 9, 2024 | 12d | — |
| Jun 21, 2024 | D ↗ | Dominion Energy Inc | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 21, 2024 | TSM ↗ | Taiwan Semiconductor Manufacturing Compa... | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 21, 2024 | TXRH ↗ | Texas Roadhouse, Inc. - Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 21, 2024 | RIO ↗ | Rio Tinto Group | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 21, 2024 | RHHBY ↗ | Roche Holding AG | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 21, 2024 | MRK ↗ | Merck & Co Inc | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 27, 2024 | STRL ↗ | Sterling Infrastructure, Inc. - Common S... | Purchase | Joint | $1,001 - $15,000 | Jul 9, 2024 | 12d | — |
| Jun 18, 2024 | DAVA ↗ | Endava PLC | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 21d | — |
| Jun 21, 2024 | XNGSY ↗ | ENN Energy Holdings Ltd | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 21, 2024 | MELI ↗ | MercadoLibre Inc | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 18, 2024 | DEO ↗ | Diageo PLC | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 21d | — |
| Jun 21, 2024 | IBN ↗ | Icici Bank Ltd | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 21, 2024 | HLN ↗ | HALEON PLC | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 12, 2024 | IFNNY ↗ | Infineon Technologies AG | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 9, 2024 | 27d | — |
| Jun 21, 2024 | NSC ↗ | Norfolk Southern Corp | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 18, 2024 | PPBI ↗ | Pacific Premier Bancorp Inc | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 21d | — |
| Jun 12, 2024 | GBOOY ↗ | Grupo Financiero Banorte SA De CV Gfnort... | Purchase | Joint | $1,001 - $15,000 | Jul 9, 2024 | 27d | — |
| Jun 21, 2024 | CVX ↗ | Chevron Corp | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 18, 2024 | ALGT ↗ | Allegiant Travel Co | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 21d | — |
| Jun 21, 2024 | NTDOY ↗ | Nintendo Co Ltd | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 21, 2024 | PRIM ↗ | Primoris Services Corporation | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 28, 2024 | LOW ↗ | Lowe's Companies, Inc. Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 9, 2024 | 11d | — |
| Jun 18, 2024 | XP ↗ | XP Inc. - Class A Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 9, 2024 | 21d | — |
| Jun 21, 2024 | INSM ↗ | INSMED INC | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 21, 2024 | TCEHY ↗ | TENCENT HLDGS UNSP/ADR | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 21, 2024 | APD ↗ | Air Products and Chemicals Inc | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 21, 2024 | ALC ↗ | Alcon Inc | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 21, 2024 | AAGIY ↗ | AIA Group Ltd | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 21, 2024 | SKY ↗ | Skyline Champion Corporation Common Stoc... | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 25, 2024 | ISRG ↗ | Intuitive Surgical Inc | Purchase | Joint | $1,001 - $15,000 | Jul 9, 2024 | 14d | — |
| Jun 21, 2024 | DSGX ↗ | The Descartes Systems Group Inc. - Commo... | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 21, 2024 | CSCO ↗ | Cisco Systems Inc | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 28, 2024 | DE ↗ | DEERE & COMPANY | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 11d | — |
| Jun 21, 2024 | PGR ↗ | The Progressive Corp | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 18, 2024 | FLYW ↗ | FLYWIRE CORP | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 21d | — |
| Jun 21, 2024 | CINF ↗ | Cincinnati Financial Corp | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 18, 2024 | AMD ↗ | Advanced Micro Devices Inc | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 21d | — |
| Jun 21, 2024 | FIS ↗ | Fidelity National Information Services I... | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 21, 2024 | FAST ↗ | Fastenal Co | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 21, 2024 | FMX ↗ | Fomento Economico Mexican SAB de CV | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 21, 2024 | ITT ↗ | ITT Inc | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 28, 2024 | NVDA ↗ | NVIDIA Corporation | Purchase | Joint | $1,001 - $15,000 | Jul 9, 2024 | 11d | — |
| Jun 18, 2024 | NOC ↗ | Northrop Grumman Corp | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 21d | — |
| Jun 21, 2024 | AAPL ↗ | Apple Inc. - Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 21, 2024 | SHEL ↗ | Shell PLC American Depositary Shares | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 21, 2024 | SPXC ↗ | SPX Technologies, Inc. Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 21, 2024 | IFNNY ↗ | Infineon Technologies AG | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 21, 2024 | PAYX ↗ | Paychex Inc | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 21, 2024 | ALIZY ↗ | Allianz SE | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 28, 2024 | AVGO ↗ | Broadcom Inc | Purchase | Joint | $1,001 - $15,000 | Jul 9, 2024 | 11d | — |
| Jun 21, 2024 | CENTA ↗ | Central Garden & Pet Co | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 21, 2024 | SCHW ↗ | Schwab (Charles) Corp | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 21, 2024 | HDB ↗ | H D F C Bank Ltd | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 21, 2024 | RHP ↗ | Ryman Hospitality Properties, Inc. | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 18, 2024 | DHI ↗ | D.R. Horton Inc | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 21d | — |
| Jun 21, 2024 | EPOKY ↗ | Epiroc AB | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 26, 2024 | CRM ↗ | Salesforce, Inc. Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 9, 2024 | 13d | — |
| Jun 21, 2024 | BBVA ↗ | Banco Bilbao Vizcaya Argentaria SA (BBVA... | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 18, 2024 | IART ↗ | Integra LifeSciences Holdings Corp | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 21d | — |
| Jun 21, 2024 | DBSDY ↗ | DBS Group Holdings Ltd | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 21, 2024 | MTX ↗ | Minerals Technologies Inc | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 18, 2024 | ATRC ↗ | AtriCure Inc | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 21d | — |
| Jun 21, 2024 | CHGCY ↗ | Chugai Pharmaceutical Co Ltd | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 18, 2024 | N/A | PT Telekomunikasi Indonesia, Tbk | Sale (Full) | Joint | $1,001 - $15,000 | Jul 9, 2024 | 21d | — |
| Jun 21, 2024 | LOW ↗ | Lowe's Companies, Inc. Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 21, 2024 | ASAZY ↗ | Assa Abloy AB | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 21, 2024 | JNJ ↗ | Johnson & Johnson | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 21, 2024 | NSRGY ↗ | Nestle SA, Cham Und Vevey | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 21, 2024 | UPS ↗ | United Parcel Service, Inc. Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 18, 2024 | DASTY ↗ | Dassault Systemes SA | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 21d | — |
| Jun 21, 2024 | ATLKY ↗ | Atlas Copco AB | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 18, 2024 | GMAB ↗ | Genmab A/S | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 21d | — |
| Jun 21, 2024 | SBGSY ↗ | Schneider Electric SA | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 21, 2024 | SAP ↗ | SAP SE | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 21, 2024 | AIQUY ↗ | L'Air Liquide SA | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 21, 2024 | LIN ↗ | Linde PLC | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 21, 2024 | CCI ↗ | Crown Castle Inc. Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 21, 2024 | HSHCY ↗ | Haier Smart Home Co Ltd | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 27, 2024 | PRIM ↗ | Primoris Services Corporation | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 9, 2024 | 12d | — |
| Jun 7, 2024 | MAR ↗ | Marriott International - Class A Common ... | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 9, 2024 | 32d | — |
| Jun 18, 2024 | SGIOY ↗ | Shionogi & Co Ltd Unsponsored ADR | Sale (Full) | Joint | $1,001 - $15,000 | Jul 9, 2024 | 21d | — |
| Jun 28, 2024 | MAR ↗ | Marriott International - Class A Common ... | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 9, 2024 | 11d | — |
| Jun 21, 2024 | SONVY ↗ | SONOVA HLDNG AG UNSP/ADR | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 18, 2024 | SONY ↗ | Sony Group Corporation American Deposita... | Sale (Full) | Joint | $1,001 - $15,000 | Jul 9, 2024 | 21d | — |
| Jun 21, 2024 | MSFT ↗ | Microsoft Corporation - Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 21, 2024 | HQY ↗ | HealthEquity Inc | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 21, 2024 | APPF ↗ | APPFOLIO INC | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 25, 2024 | TEL ↗ | TE Connectivity Ltd. New Switzerland Reg... | Purchase | Joint | $1,001 - $15,000 | Jul 9, 2024 | 14d | — |
| Jun 21, 2024 | BHP ↗ | BHP Group Ltd | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 21, 2024 | ALFVY ↗ | Alfa Laval AB | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 21, 2024 | BLK ↗ | Blackrock Inc | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 18, 2024 | SQ ↗ | Block Inc | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 21d | — |
| Jun 6, 2024 | BOOT ↗ | Boot Barn Holdings Inc | Sale | Joint | $1,001 - $15,000 | Jul 9, 2024 | 33d | — |
| Jun 21, 2024 | BRK-B ↗ | Berkshire Hathaway Inc. New Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 21, 2024 | XNGSY ↗ | EEN ENERGY HLDGS UNSP/ADR | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 9, 2024 | 18d | — |
| Jun 28, 2024 | AAPL ↗ | Apple Inc. - Common Stock | Purchase | Joint | $1,001 - $15,000 | Jul 9, 2024 | 11d | — |
| May 7, 2024 | UBER ↗ | Uber Technologies Inc | Sale | Joint | $1,001 - $15,000 | Jun 8, 2024 | 32d | — |
| May 17, 2024 | CLPBY ↗ | Coloplast A/S | Purchase | Joint | $1,001 - $15,000 | Jun 8, 2024 | 22d | — |
| May 9, 2024 | INTA ↗ | INTAPP INC | Purchase | Joint | $1,001 - $15,000 | Jun 8, 2024 | 30d | — |
| May 20, 2024 | MNST ↗ | Monster Beverage Corp | Sale | Joint | $1,001 - $15,000 | Jun 8, 2024 | 19d | — |
| May 22, 2024 | NTDOY ↗ | Nintendo Co Ltd | Purchase | Joint | $1,001 - $15,000 | Jun 8, 2024 | 17d | — |
| May 1, 2024 | MELI ↗ | MercadoLibre Inc | Sale | Joint | $1,001 - $15,000 | Jun 8, 2024 | 38d | — |
| May 23, 2024 | META ↗ | Meta Platforms Inc | Sale | Joint | $1,001 - $15,000 | Jun 8, 2024 | 16d | — |
| May 6, 2024 | SSMXY ↗ | Sysmex Corp | Purchase | Joint | $1,001 - $15,000 | Jun 8, 2024 | 33d | — |
| May 20, 2024 | BKNG ↗ | Booking Holdings Inc | Purchase | Joint | $1,001 - $15,000 | Jun 8, 2024 | 19d | — |
| May 20, 2024 | HLN ↗ | HALEON PLC | Purchase | Joint | $1,001 - $15,000 | Jun 8, 2024 | 19d | — |
| May 22, 2024 | UMBF ↗ | UMB Financial Corp | Purchase | Joint | $1,001 - $15,000 | Jun 8, 2024 | 17d | — |
| May 10, 2024 | EXAS ↗ | Exact Sciences Corporation | Sale | Joint | $1,001 - $15,000 | Jun 8, 2024 | 29d | — |
| May 9, 2024 | SWTX ↗ | SPRINGWORKS THERAPEUTICS INC | Purchase | Joint | $1,001 - $15,000 | Jun 8, 2024 | 30d | — |
| May 29, 2024 | BWIN ↗ | Brp Group Inc | Purchase | Joint | $1,001 - $15,000 | Jun 8, 2024 | 10d | — |
| May 30, 2024 | CRM ↗ | Salesforce, Inc. Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Jun 8, 2024 | 9d | — |
| May 14, 2024 | MSFT ↗ | Microsoft Corp | Sale | Self | $1,000,001 - $5,000,000 | Jun 8, 2024 | 25d | — |
| May 1, 2024 | TSLA ↗ | Tesla Inc | Purchase | Joint | $1,001 - $15,000 | Jun 8, 2024 | 38d | — |
| May 30, 2024 | CRM ↗ | salesforce.com Inc | Sale | Joint | $1,001 - $15,000 | Jun 8, 2024 | 9d | — |
| May 6, 2024 | TXRH ↗ | Texas Roadhouse Inc | Sale | Joint | $1,001 - $15,000 | Jun 8, 2024 | 33d | — |
| May 2, 2024 | SSMXY ↗ | Sysmex Corp | Purchase | Joint | $1,001 - $15,000 | Jun 8, 2024 | 37d | — |
| May 20, 2024 | ALGN ↗ | Align Technology Inc | Sale | Joint | $1,001 - $15,000 | Jun 8, 2024 | 19d | — |
| May 6, 2024 | ALG ↗ | ALAMO GROUP INC | Sale | Joint | $1,001 - $15,000 | Jun 8, 2024 | 33d | — |
| May 3, 2024 | GOOG ↗ | Alphabet Inc | Purchase | Joint | $1,001 - $15,000 | Jun 8, 2024 | 36d | — |
| May 29, 2024 | AMSF ↗ | AMERISAFE Inc | Sale | Joint | $1,001 - $15,000 | Jun 8, 2024 | 10d | — |
| May 14, 2024 | MSFT ↗ | Microsoft Corp | Sale | Joint | $1,000,001 - $5,000,000 | Jun 8, 2024 | 25d | — |
| May 29, 2024 | BWIN ↗ | The Baldwin Insurance Group, Inc. - Clas... | Purchase | Joint | $1,001 - $15,000 | Jun 8, 2024 | 10d | — |
| May 20, 2024 | BX ↗ | Blackstone Group Inc | Sale | Joint | $1,001 - $15,000 | Jun 8, 2024 | 19d | — |
| May 28, 2024 | INSM ↗ | INSMED INC | Sale | Joint | $1,001 - $15,000 | Jun 8, 2024 | 11d | — |
| May 14, 2024 | MSFT ↗ | Microsoft Corp | Purchase | Joint | $1,000,001 - $5,000,000 | Jun 8, 2024 | 25d | — |
| May 14, 2024 | MSFT ↗ | Microsoft Corp | Purchase | Self | $1,000,001 - $5,000,000 | Jun 8, 2024 | 25d | — |
| May 6, 2024 | LOPE ↗ | Grand Canyon Education Inc | Purchase | Joint | $1,001 - $15,000 | Jun 8, 2024 | 33d | — |
| May 15, 2024 | RPD ↗ | Rapid7 Inc | Sale | Joint | $1,001 - $15,000 | Jun 8, 2024 | 24d | — |
| May 10, 2024 | KKR ↗ | KKR & Co Inc | Purchase | Joint | $1,001 - $15,000 | Jun 8, 2024 | 29d | — |
| May 1, 2024 | LOW ↗ | Lowe's Cos Inc | Sale | Joint | $1,001 - $15,000 | Jun 8, 2024 | 38d | — |
| Apr 25, 2024 | TEX ↗ | Terex Corporation Common Stock | Sale (Full) | Joint | $1,001 - $15,000 | May 15, 2024 | 20d | — |
| Apr 29, 2024 | WDAY ↗ | Workday, Inc. - Class A Common Stock | Sale (Full) | Joint | $1,001 - $15,000 | May 15, 2024 | 16d | — |
| Apr 26, 2024 | GOOG ↗ | Alphabet Inc. - Class C Capital Stock | Purchase | Joint | $1,001 - $15,000 | May 15, 2024 | 19d | — |
| Apr 15, 2024 | FOXF ↗ | Fox Factory Holding Corp. - Common Stock | Purchase | Joint | $1,001 - $15,000 | May 15, 2024 | 30d | — |
| Apr 5, 2024 | FNA ↗ | Paragon 28, Inc. Common Stock | Purchase | Joint | $1,001 - $15,000 | May 15, 2024 | 40d | — |
| Apr 15, 2024 | OCFC ↗ | OceanFirst Financial Corp. - Common Stoc... | Purchase | Joint | $1,001 - $15,000 | May 15, 2024 | 30d | — |
| Apr 29, 2024 | TSLA ↗ | Tesla, Inc. - Common Stock | Purchase | Joint | $1,001 - $15,000 | May 15, 2024 | 16d | — |
| Apr 5, 2024 | IART ↗ | Integra LifeSciences Holdings Corporatio... | Sale (Partial) | Joint | $1,001 - $15,000 | May 15, 2024 | 40d | — |
| Apr 10, 2024 | NSRGY ↗ | NESTLE S.A S/ADR | Purchase | Joint | $1,001 - $15,000 | May 15, 2024 | 35d | — |
| Apr 24, 2024 | UBER ↗ | Uber Technologies, Inc. Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | May 15, 2024 | 21d | — |
| Apr 29, 2024 | GOOG ↗ | Alphabet Inc. - Class C Capital Stock | Purchase | Joint | $1,001 - $15,000 | May 15, 2024 | 16d | — |
| Apr 15, 2024 | ADC ↗ | Agree Realty Corporation Common Stock | Purchase | Joint | $1,001 - $15,000 | May 15, 2024 | 30d | — |
| Apr 17, 2024 | ZTO ↗ | ZTO Express | Purchase | Joint | $1,001 - $15,000 | May 15, 2024 | 28d | — |
| Apr 29, 2024 | VRT ↗ | Vertiv Holdings, LLC Class A Common Stoc... | Purchase | Joint | $1,001 - $15,000 | May 15, 2024 | 16d | — |
| Apr 30, 2024 | TCEHY ↗ | TENCENT HLDGS UNSP/ADR | Purchase | Joint | $1,001 - $15,000 | May 15, 2024 | 15d | — |
| Apr 29, 2024 | CTSH ↗ | Cognizant Technology Solutions Corporati... | Sale (Full) | Joint | $1,001 - $15,000 | May 15, 2024 | 16d | — |
| Apr 29, 2024 | FCX ↗ | Freeport-McMoRan, Inc. Common Stock | Purchase | Joint | $1,001 - $15,000 | May 15, 2024 | 16d | — |
| Apr 4, 2024 | CHGCY ↗ | CHUGAI PHARM UNSP/ADR | Sale (Partial) | Joint | $1,001 - $15,000 | May 15, 2024 | 41d | — |
| Apr 29, 2024 | ADBE ↗ | Adobe Inc. - Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | May 15, 2024 | 16d | — |
| Apr 16, 2024 | ZTO ↗ | ZTO Express | Purchase | Joint | $1,001 - $15,000 | May 15, 2024 | 29d | — |
| Apr 29, 2024 | FICO ↗ | Fair Isaac Corproation Common Stock | Purchase | Joint | $1,001 - $15,000 | May 15, 2024 | 16d | — |
| Apr 5, 2024 | FAST ↗ | Fastenal Company - Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | May 15, 2024 | 40d | — |
| Apr 15, 2024 | DAVA ↗ | Endava plc American Depositary Shares | Purchase | Joint | $1,001 - $15,000 | May 15, 2024 | 30d | — |
| Apr 24, 2024 | TSLA ↗ | Tesla, Inc. - Common Stock | Purchase | Joint | $1,001 - $15,000 | May 15, 2024 | 21d | — |
| Apr 29, 2024 | SHOP ↗ | Shopify Inc. Class A Subordinate Voting ... | Sale (Partial) | Joint | $1,001 - $15,000 | May 15, 2024 | 16d | — |
| Apr 15, 2024 | INTA ↗ | Intapp, Inc. - Common Stock | Purchase | Joint | $1,001 - $15,000 | May 15, 2024 | 30d | — |
| Apr 15, 2024 | SHLS ↗ | Shoals Technologies Group, Inc. - Class ... | Purchase | Joint | $1,001 - $15,000 | May 15, 2024 | 30d | — |
| Apr 25, 2024 | HLMN ↗ | Hillman Solutions Corp. - Common Stock | Purchase | Joint | $1,001 - $15,000 | May 15, 2024 | 20d | — |
| Apr 15, 2024 | BNTX ↗ | BioNTech SE - American Depositary Shares | Purchase | Joint | $1,001 - $15,000 | May 15, 2024 | 30d | — |
| Mar 22, 2024 | AAPL ↗ | Apple Inc. - Common Stock (AAPL) | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 7, 2024 | 16d | — |
| Mar 14, 2024 | INTA ↗ | Intapp, Inc. - Common Stock (INTA) | Sale (Full) | Joint | $1,001 - $15,000 | Apr 7, 2024 | 24d | — |
| Mar 13, 2024 | ETN ↗ | Eaton Corporation, PLC Ordinary Shares (... | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 7, 2024 | 25d | — |
| Mar 26, 2024 | XNGSY ↗ | EEN ENERGY HLDGS UNSP/ADR (XNGSY) | Purchase | Joint | $1,001 - $15,000 | Apr 7, 2024 | 12d | — |
| Mar 18, 2024 | AMD ↗ | Advanced Micro Devices, Inc. (AMD) | Purchase | Joint | $1,001 - $15,000 | Apr 7, 2024 | 20d | — |
| Mar 21, 2024 | SQ ↗ | Block, Inc. Class A Common Stock, (SQ) | Purchase | Joint | $1,001 - $15,000 | Apr 7, 2024 | 17d | — |
| Mar 14, 2024 | FOXF ↗ | Fox Factory Holding Corp. - Common Stock... | Sale (Full) | Joint | $1,001 - $15,000 | Apr 7, 2024 | 24d | — |
| Mar 1, 2024 | HCA ↗ | HCA Healthcare, Inc. Common Stock (HCA) | Sale (Full) | Joint | $1,001 - $15,000 | Apr 7, 2024 | 37d | — |
| Mar 7, 2024 | DHI ↗ | D.R. Horton, Inc. Common Stock (DHI) | Purchase | Joint | $1,001 - $15,000 | Apr 7, 2024 | 31d | — |
| Mar 7, 2024 | PWP ↗ | Perella Weinberg Partners - Class A Comm... | Purchase | Joint | $1,001 - $15,000 | Apr 7, 2024 | 31d | — |
| Mar 13, 2024 | CRM ↗ | Salesforce, Inc. Common Stock (CRM) | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 7, 2024 | 25d | — |
| Mar 13, 2024 | ADBE ↗ | Adobe Inc. - Common Stock (ADBE) | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 7, 2024 | 25d | — |
| Mar 14, 2024 | ADC ↗ | Agree Realty Corporation Common Stock (A... | Sale (Full) | Joint | $1,001 - $15,000 | Apr 7, 2024 | 24d | — |
| Mar 12, 2024 | BHP ↗ | BHP Group Limited American Depositary Sh... | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 7, 2024 | 26d | — |
| Mar 13, 2024 | MAR ↗ | Marriott International - Class A Common ... | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 7, 2024 | 25d | — |
| Mar 15, 2024 | MELI ↗ | MercadoLibre, Inc. - Common Stock (MELI) | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 7, 2024 | 23d | — |
| Mar 12, 2024 | MELI ↗ | MercadoLibre, Inc. - Common Stock (MELI) | Purchase | Joint | $1,001 - $15,000 | Apr 7, 2024 | 26d | — |
| Mar 13, 2024 | SNPS ↗ | Synopsys, Inc. - Common Stock (SNPS) | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 7, 2024 | 25d | — |
| Mar 14, 2024 | SHLS ↗ | Shoals Technologies Group, Inc. - Class ... | Sale (Full) | Joint | $1,001 - $15,000 | Apr 7, 2024 | 24d | — |
| Mar 15, 2024 | AMD ↗ | Advanced Micro Devices, Inc. (AMD) | Purchase | Joint | $1,001 - $15,000 | Apr 7, 2024 | 23d | — |
| Mar 14, 2024 | OCFC ↗ | OceanFirst Financial Corp. - Common Stoc... | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 7, 2024 | 24d | — |
| Mar 14, 2024 | BNTX ↗ | BioNTech SE - American Depositary Shares... | Sale (Full) | Joint | $1,001 - $15,000 | Apr 7, 2024 | 24d | — |
| Mar 7, 2024 | CBZ ↗ | CBIZ, Inc. Common Stock (CBZ) | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 7, 2024 | 31d | — |
| Mar 14, 2024 | DHI ↗ | D.R. Horton, Inc. Common Stock (DHI) | Purchase | Joint | $1,001 - $15,000 | Apr 7, 2024 | 24d | — |
| Mar 14, 2024 | HSHCY ↗ | HAIER SMART HOME U/ADR (HSHCY) | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 7, 2024 | 24d | — |
| Mar 12, 2024 | TSM ↗ | Taiwan Semiconductor Manufacturing Compa... | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 7, 2024 | 26d | — |
| Mar 15, 2024 | AAPL ↗ | Apple Inc. - Common Stock (AAPL) | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 7, 2024 | 23d | — |
| Mar 13, 2024 | DASTY ↗ | DASSAULT SYSTEMES SA ADR (DASTY) | Purchase | Joint | $1,001 - $15,000 | Apr 7, 2024 | 25d | — |
| Mar 14, 2024 | DAVA ↗ | Endava plc American Depositary Shares (D... | Sale (Full) | Joint | $1,001 - $15,000 | Apr 7, 2024 | 24d | — |
| Mar 15, 2024 | ADBE ↗ | Adobe Inc. - Common Stock (ADBE) | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 7, 2024 | 23d | — |
| Mar 13, 2024 | SSDOY ↗ | Shiseido Co Ltd Ord American Depositary ... | Sale (Full) | Joint | $1,001 - $15,000 | Apr 7, 2024 | 25d | — |
| Mar 15, 2024 | TSLA ↗ | Tesla, Inc. - Common Stock (TSLA) | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 7, 2024 | 23d | — |
| Mar 13, 2024 | TDG ↗ | Transdigm Group Incorporated Common Stoc... | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 7, 2024 | 25d | — |
| Feb 13, 2024 | DBSDY ↗ | DBS GROUP HLDGS LTD S/ADR | Purchase | Joint | $1,001 - $15,000 | Mar 7, 2024 | 23d | — |
| Feb 12, 2024 | CTSH ↗ | Cognizant Technology Solutions Corporati... | Sale (Partial) | Joint | $1,001 - $15,000 | Mar 7, 2024 | 24d | — |
| Feb 13, 2024 | CHRD ↗ | Chord Energy Corporation - Common Stock | Purchase | Joint | $1,001 - $15,000 | Mar 7, 2024 | 23d | — |
| Feb 1, 2024 | LNG ↗ | Cheniere Energy, Inc. Common Stock | Sale (Full) | Joint | $1,001 - $15,000 | Mar 7, 2024 | 35d | — |
| Feb 13, 2024 | TEX ↗ | Terex Corporation Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Mar 7, 2024 | 23d | — |
| Feb 1, 2024 | TTD ↗ | The Trade Desk, Inc. - Class A Common St... | Sale (Partial) | Joint | $1,001 - $15,000 | Mar 7, 2024 | 35d | — |
| Feb 8, 2024 | META ↗ | Meta Platforms, Inc. - Class A Common St... | Sale (Partial) | Joint | $1,001 - $15,000 | Mar 7, 2024 | 28d | — |
| Feb 21, 2024 | PANW ↗ | Palo Alto Networks, Inc. | Sale (Partial) | Joint | $1,001 - $15,000 | Mar 7, 2024 | 15d | — |