John Boozman
senate Republican AR
B001236
778 trades tracked · 57 late filings · avg lag 40.1d
Official site ↗Committees
- Senate Committee on Agriculture, Nutrition, and Forestry
- Senate Committee on Agriculture, Nutrition, and Forestry — Commodities, Derivatives, Risk Management, and Trade
- Senate Committee on Agriculture, Nutrition, and Forestry — Conservation, Forestry, Natural Resources, and Biotechnology
- Senate Committee on Agriculture, Nutrition, and Forestry — Food and Nutrition, Specialty Crops, Organics, and Research
- Senate Committee on Agriculture, Nutrition, and Forestry — Livestock, Dairy, Poultry, and Food Safety
- Senate Committee on Agriculture, Nutrition, and Forestry — Rural Development, Energy, and Credit
- Senate Committee on Appropriations
- Senate Committee on Appropriations — Department of Defense
- +12 more
Est. volume
$7,705,500
Range midpoints
Buys / Sells
400 / 378
Spouse share
0%
Late (>45d)
57
| Tx Date | Ticker | Asset | Type | Owner | Amount | Disclosed | Lag |
|---|---|---|---|---|---|---|---|
| Aug 27, 2026 | OTIS ↗ | Otis Worldwide Corporation Common Stock | Purchase | Joint | $1,001 - $15,000 | Sep 11, 2026 | 15d |
| Aug 20, 2026 | SPYM ↗ | Tradr 2X Long SPY Monthly ETF | Purchase | Joint | $1,001 - $15,000 | Sep 11, 2026 | 22d |
| Aug 19, 2026 | IJR ↗ | iShares Core S&P Small-Cap ETF | Purchase | Joint | $1,001 - $15,000 | Sep 11, 2026 | 23d |
| Aug 19, 2026 | AVUV ↗ | Avantis U.S. Small Cap Value ETF | Purchase | Joint | $1,001 - $15,000 | Sep 11, 2026 | 23d |
| Aug 13, 2026 | FSLR ↗ | First Solar, Inc. - Common Stock | Purchase | Joint | $1,001 - $15,000 | Sep 11, 2026 | 29d |
| Aug 27, 2026 | IVV ↗ | iShares Core S&P 500 ETF | Sale (Partial) | Joint | $1,001 - $15,000 | Sep 11, 2026 | 15d |
| Aug 20, 2026 | JNJ ↗ | Johnson & Johnson Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Sep 11, 2026 | 22d |
| Aug 19, 2026 | WWSYX ↗ | Westwood Quality SmallCap Fund - Westwoo... | Sale (Full) | Joint | $15,001 - $50,000 | Sep 11, 2026 | 23d |
| Aug 13, 2026 | CEG ↗ | Constellation Energy Corporation - Commo... | Sale (Partial) | Joint | $1,001 - $15,000 | Sep 11, 2026 | 29d |
| Aug 27, 2026 | IVV ↗ | iShares Core S&P 500 ETF | Sale | Joint | $1,001 - $15,000 | Sep 11, 2026 | 15d |
| Aug 19, 2026 | WWSYX ↗ | WESTWOOD QUALITY SMALLCAP FUND | Sale | Joint | $15,001 - $50,000 | Sep 11, 2026 | 23d |
| Aug 20, 2026 | JNJ ↗ | Johnson & Johnson | Sale | Joint | $1,001 - $15,000 | Sep 11, 2026 | 22d |
| Aug 27, 2026 | OTIS ↗ | Otis Worldwide Corp | Purchase | Joint | $1,001 - $15,000 | Sep 11, 2026 | 15d |
| Aug 13, 2026 | FSLR ↗ | First Solar Inc | Purchase | Joint | $1,001 - $15,000 | Sep 11, 2026 | 29d |
| Aug 19, 2026 | AVUV ↗ | AVANTIS US SML CAP VAL ETF | Purchase | Joint | $1,001 - $15,000 | Sep 11, 2026 | 23d |
| Aug 13, 2026 | CEG ↗ | CONSTELLATION ENE CORP | Sale | Joint | $1,001 - $15,000 | Sep 11, 2026 | 29d |
| Aug 20, 2026 | SPYM ↗ | TRADR 2X LONG SPY MNTHLY ETF | Purchase | Joint | $1,001 - $15,000 | Sep 11, 2026 | 22d |
| Nov 21, 2025 | FTGC ↗ | FIRST TR GLOBAL TACTICAL CMD | Sale | Joint | $1,001 - $15,000 | Aug 24, 2026 | 276d |
| Nov 21, 2025 | VNQI ↗ | Vanguard Global ex-U.S. Real Estate ETF | Sale | Joint | $1,001 - $15,000 | Aug 24, 2026 | 276d |
| Nov 6, 2025 | AAXJ ↗ | iShares MSCI All Country Asia ex Japan E... | Sale | Joint | $1,001 - $15,000 | Aug 24, 2026 | 291d |
| Nov 21, 2025 | IVV ↗ | iShares Core S&P 500 ETF | Sale | Joint | $1,001 - $15,000 | Aug 24, 2026 | 276d |
| Nov 21, 2025 | TPYP ↗ | Managed Portfolio Series Tortoise North ... | Sale | Joint | $1,001 - $15,000 | Aug 24, 2026 | 276d |
| Nov 21, 2025 | LLY ↗ | Eli Lilly and Co | Sale | Joint | $1,001 - $15,000 | Aug 24, 2026 | 276d |
| Nov 21, 2025 | IWM ↗ | iShares Trust - iShares Russell 2000 ETF | Sale | Joint | $1,001 - $15,000 | Aug 24, 2026 | 276d |
| Nov 20, 2025 | EFA ↗ | iShares MSCI EAFE ETF | Sale | Joint | $1,001 - $15,000 | Aug 24, 2026 | 277d |
| Nov 20, 2025 | GEM ↗ | Goldman Sachs ActiveBeta Emerging Market... | Sale | Joint | $1,001 - $15,000 | Aug 24, 2026 | 277d |
| Nov 21, 2025 | FISV ↗ | Fiserv Inc | Sale | Joint | $1,001 - $15,000 | Aug 24, 2026 | 276d |
| Nov 21, 2025 | VEA ↗ | Vanguard FTSE Developed Markets ETF | Sale | Joint | $1,001 - $15,000 | Aug 24, 2026 | 276d |
| Nov 21, 2025 | EIPI ↗ | FT EGY PARTNER ENHANCED ETF | Sale | Joint | $1,001 - $15,000 | Aug 24, 2026 | 276d |
| Nov 13, 2025 | CRM ↗ | salesforce.com Inc | Sale | Joint | $1,001 - $15,000 | Aug 24, 2026 | 284d |
| Nov 20, 2025 | RNWGX ↗ | NEW WORLD FUND INC | Sale | Joint | $1,001 - $15,000 | Aug 24, 2026 | 277d |
| Apr 16, 2025 | ORCL ↗ | Oracle Corp | Purchase | Joint | $1,001 - $15,000 | Aug 20, 2026 | 491d |
| Apr 16, 2025 | MSFT ↗ | Microsoft Corp | Purchase | Joint | $1,001 - $15,000 | Aug 20, 2026 | 491d |
| Apr 9, 2025 | HYG ↗ | iShares iBoxx High Yield Corporate Bond ... | Purchase | Joint | $1,001 - $15,000 | Aug 20, 2026 | 498d |
| Apr 22, 2025 | MSFT ↗ | Microsoft Corp | Purchase | Joint | $1,001 - $15,000 | Aug 20, 2026 | 485d |
| Apr 8, 2025 | CL ↗ | Colgate-Palmolive Co | Purchase | Joint | $1,001 - $15,000 | Aug 20, 2026 | 499d |
| Apr 16, 2025 | UNH ↗ | Unitedhealth Group Inc | Purchase | Joint | $1,001 - $15,000 | Aug 20, 2026 | 491d |
| Apr 8, 2025 | AVGO ↗ | Broadcom Inc | Purchase | Joint | $1,001 - $15,000 | Aug 20, 2026 | 499d |
| Apr 8, 2025 | CBOE ↗ | Cboe Global Markets Inc | Purchase | Joint | $1,001 - $15,000 | Aug 20, 2026 | 499d |
| Apr 15, 2025 | META ↗ | Meta Platforms Inc | Purchase | Joint | $1,001 - $15,000 | Aug 20, 2026 | 492d |
| Jul 23, 2026 | JPM ↗ | JPMorgan Chase & Co | Sale | Joint | $1,001 - $15,000 | Aug 18, 2026 | 26d |
| Jul 31, 2026 | CBOE ↗ | Cboe Global Markets Inc | Sale | Joint | $1,001 - $15,000 | Aug 18, 2026 | 18d |
| Jul 2, 2026 | TRV ↗ | The Travelers Companies Inc | Sale | Joint | $1,001 - $15,000 | Aug 18, 2026 | 47d |
| Jul 9, 2026 | HD ↗ | The Home Depot Inc | Sale | Joint | $1,001 - $15,000 | Aug 18, 2026 | 40d |
| Jul 2, 2026 | SPYM ↗ | TRADR 2X LONG SPY MNTHLY ETF | Purchase | Joint | $1,001 - $15,000 | Aug 17, 2026 | 46d |
| Jul 2, 2026 | EL ↗ | The Estee Lauder Cos Inc | Purchase | Joint | $1,001 - $15,000 | Aug 17, 2026 | 46d |
| Jul 9, 2026 | APTV ↗ | Aptiv PLC | Purchase | Joint | $1,001 - $15,000 | Aug 17, 2026 | 39d |
| Jul 23, 2026 | SPYM ↗ | TRADR 2X LONG SPY MNTHLY ETF | Purchase | Joint | $1,001 - $15,000 | Aug 17, 2026 | 25d |
| Jul 2, 2026 | CVX ↗ | Chevron Corp | Purchase | Joint | $1,001 - $15,000 | Aug 17, 2026 | 46d |
| Jul 30, 2026 | PYPL ↗ | PayPal Holdings Inc | Purchase | Joint | $1,001 - $15,000 | Aug 17, 2026 | 18d |
| Jun 25, 2026 | PALL ↗ | ABRDN PHYSICAL PALLAD SH ETF | Purchase | Joint | $1,001 - $15,000 | Jul 13, 2026 | 18d |
| Jun 4, 2026 | UNH ↗ | Unitedhealth Group Inc | Purchase | Joint | $1,001 - $15,000 | Jul 13, 2026 | 39d |
| Jun 25, 2026 | IGV ↗ | IShares Expanded Tech-Software Sector ET... | Purchase | Joint | $1,001 - $15,000 | Jul 13, 2026 | 18d |
| Jun 25, 2026 | TPYP ↗ | Managed Portfolio Series Tortoise North ... | Sale | Joint | $1,001 - $15,000 | Jul 13, 2026 | 18d |
| Jun 25, 2026 | FTGC ↗ | FIRST TR GLOBAL TACTICAL CMD | Sale | Joint | $1,001 - $15,000 | Jul 13, 2026 | 18d |
| Jun 17, 2026 | IEF ↗ | iShares 7-10 Year Treasury Bond ETF | Sale | Joint | $1,001 - $15,000 | Jul 13, 2026 | 26d |
| Jun 12, 2026 | CEG ↗ | CONSTELLATION ENE CORP | Purchase | Joint | $1,001 - $15,000 | Jul 13, 2026 | 31d |
| Jun 17, 2026 | SCHP ↗ | Schwab US TIPS ETF | Purchase | Joint | $1,001 - $15,000 | Jul 13, 2026 | 26d |
| Jun 4, 2026 | BSX ↗ | Boston Scientific Corp | Sale | Joint | $1,001 - $15,000 | Jul 13, 2026 | 39d |
| Jun 12, 2026 | ATO ↗ | Atmos Energy Corp | Sale | Joint | $1,001 - $15,000 | Jul 13, 2026 | 31d |
| May 13, 2026 | SCHP ↗ | Schwab US TIPS ETF | Sale | Joint | $1,001 - $15,000 | Jun 16, 2026 | 34d |
| May 15, 2026 | ECL ↗ | Ecolab Inc | Sale | Joint | $1,001 - $15,000 | Jun 16, 2026 | 32d |
| May 27, 2026 | SCHP ↗ | Schwab US TIPS ETF | Purchase | Joint | $1,001 - $15,000 | Jun 16, 2026 | 20d |
| May 27, 2026 | XTWO ↗ | BONDBLOXX BL T Y T D U T ETF | Purchase | Joint | $1,001 - $15,000 | Jun 16, 2026 | 20d |
| May 27, 2026 | JMBS ↗ | Janus Henderson Mortgage-Backed Securiti... | Purchase | Joint | $1,001 - $15,000 | Jun 16, 2026 | 20d |
| May 27, 2026 | FTGC ↗ | FIRST TR GLOBAL TACTICAL CMD | Sale | Joint | $1,001 - $15,000 | Jun 16, 2026 | 20d |
| May 27, 2026 | MBB ↗ | iShares MBS ETF | Purchase | Joint | $1,001 - $15,000 | Jun 16, 2026 | 20d |
| May 27, 2026 | AGZ ↗ | iShares Agency Bond ETF | Purchase | Joint | $1,001 - $15,000 | Jun 16, 2026 | 20d |
| May 27, 2026 | CMBS ↗ | iShares CMBS ETF | Purchase | Joint | $1,001 - $15,000 | Jun 16, 2026 | 20d |
| May 27, 2026 | IEF ↗ | iShares 7-10 Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | Jun 16, 2026 | 20d |
| May 15, 2026 | ACN ↗ | Accenture PLC | Sale | Joint | $1,001 - $15,000 | Jun 16, 2026 | 32d |
| May 13, 2026 | MBB ↗ | iShares MBS ETF | Sale | Joint | $1,001 - $15,000 | Jun 16, 2026 | 34d |
| May 13, 2026 | IEI ↗ | iShares 3-7 Year Treasury Bond ETF | Sale | Joint | $50,001 - $100,000 | Jun 16, 2026 | 34d |
| May 13, 2026 | CMBS ↗ | iShares CMBS ETF | Sale | Joint | $1,001 - $15,000 | Jun 16, 2026 | 34d |
| May 27, 2026 | EFA ↗ | iShares MSCI EAFE ETF | Sale | Joint | $1,001 - $15,000 | Jun 16, 2026 | 20d |
| May 27, 2026 | IWM ↗ | iShares Trust - iShares Russell 2000 ETF | Sale | Joint | $1,001 - $15,000 | Jun 16, 2026 | 20d |
| May 13, 2026 | GIGB ↗ | Goldman Sachs Access Investment Grade Co... | Purchase | Joint | $1,001 - $15,000 | Jun 16, 2026 | 34d |
| May 27, 2026 | IVV ↗ | iShares Core S&P 500 ETF | Sale | Joint | $1,001 - $15,000 | Jun 16, 2026 | 20d |
| May 27, 2026 | GIGB ↗ | Goldman Sachs Access Investment Grade Co... | Purchase | Joint | $1,001 - $15,000 | Jun 16, 2026 | 20d |
| May 27, 2026 | GBIL ↗ | Goldman Sachs AccessTreasury 0-1 Year ET... | Purchase | Joint | $1,001 - $15,000 | Jun 16, 2026 | 20d |
| May 27, 2026 | EIPI ↗ | FT EGY PARTNER ENHANCED ETF | Sale | Joint | $1,001 - $15,000 | Jun 16, 2026 | 20d |
| May 27, 2026 | GEM ↗ | Goldman Sachs ActiveBeta Emerging Market... | Sale | Joint | $1,001 - $15,000 | Jun 16, 2026 | 20d |
| May 13, 2026 | XFIV ↗ | BONDBLOXX BL Y T D US T ETF | Purchase | Joint | $50,001 - $100,000 | Jun 16, 2026 | 34d |
| May 13, 2026 | JMBS ↗ | Janus Henderson Mortgage-Backed Securiti... | Sale | Joint | $1,001 - $15,000 | Jun 16, 2026 | 34d |
| May 27, 2026 | RNWGX ↗ | NEW WORLD FUND INC | Sale | Joint | $1,001 - $15,000 | Jun 16, 2026 | 20d |
| May 27, 2026 | TLH ↗ | iShares 10-20 Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | Jun 16, 2026 | 20d |
| May 27, 2026 | XFIV ↗ | BONDBLOXX BL Y T D US T ETF | Purchase | Joint | $1,001 - $15,000 | Jun 16, 2026 | 20d |
| May 15, 2026 | PLTR ↗ | Palantir Technologies Inc | Purchase | Joint | $1,001 - $15,000 | Jun 16, 2026 | 32d |
| May 27, 2026 | VNQI ↗ | Vanguard Global ex-U.S. Real Estate ETF | Sale | Joint | $1,001 - $15,000 | Jun 16, 2026 | 20d |
| May 15, 2026 | ALB ↗ | Albemarle Corp | Purchase | Joint | $1,001 - $15,000 | Jun 16, 2026 | 32d |
| May 27, 2026 | VEA ↗ | Vanguard FTSE Developed Markets ETF | Sale | Joint | $1,001 - $15,000 | Jun 16, 2026 | 20d |
| May 27, 2026 | SPYM ↗ | TRADR 2X LONG SPY MNTHLY ETF | Sale | Joint | $1,001 - $15,000 | Jun 16, 2026 | 20d |
| Sep 16, 2025 | SHY ↗ | iShares 1-3 Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | May 11, 2026 | 237d |
| Mar 19, 2025 | IVW ↗ | iShares S&P 500 Growth ETF | Sale | Joint | $1,001 - $15,000 | May 11, 2026 | 418d |
| Sep 16, 2025 | SCHP ↗ | Schwab US TIPS ETF | Purchase | Joint | $1,001 - $15,000 | May 11, 2026 | 237d |
| Sep 16, 2025 | IEF ↗ | iShares 7-10 Year Treasury Bond ETF | Purchase | Joint | $15,001 - $50,000 | May 11, 2026 | 237d |
| Sep 16, 2025 | IEI ↗ | iShares 3-7 Year Treasury Bond ETF | Purchase | Joint | $15,001 - $50,000 | May 11, 2026 | 237d |
| Sep 12, 2025 | ETN ↗ | Eaton Corp PLC | Purchase | Joint | $1,001 - $15,000 | May 11, 2026 | 241d |
| Sep 17, 2025 | GOOGL ↗ | Alphabet Inc | Purchase | Joint | $1,001 - $15,000 | May 11, 2026 | 236d |
| Sep 4, 2025 | ADBE ↗ | Adobe Inc | Purchase | Joint | $1,001 - $15,000 | May 11, 2026 | 249d |
| Mar 19, 2025 | DTE ↗ | DTE Energy Co | Sale | Joint | $1,001 - $15,000 | May 11, 2026 | 418d |
| Apr 2, 2026 | CEG ↗ | CONSTELLATION ENE CORP | Purchase | Joint | $1,001 - $15,000 | May 8, 2026 | 36d |
| Apr 2, 2026 | TBLL ↗ | INVESCO SHORT TERM TREAS ETF | Sale | Joint | $1,001 - $15,000 | May 8, 2026 | 36d |
| Apr 9, 2026 | DVN ↗ | Devon Energy Corp | Purchase | Joint | $1,001 - $15,000 | May 8, 2026 | 29d |
| Mar 13, 2026 | ARES ↗ | Ares Management Corp | Purchase | Joint | $1,001 - $15,000 | Apr 14, 2026 | 32d |
| Mar 19, 2026 | FTGC ↗ | FIRST TR GLOBAL TACTICAL CMD | Purchase | Joint | $1,001 - $15,000 | Apr 14, 2026 | 26d |
| Mar 20, 2026 | SPYM ↗ | TRADR 2X LONG SPY MNTHLY ETF | Purchase | Joint | $1,001 - $15,000 | Apr 14, 2026 | 25d |
| Mar 19, 2026 | BBEU ↗ | JPMORGAN BETABULDR EUROP ETF | Sale | Joint | $15,001 - $50,000 | Apr 14, 2026 | 26d |
| Mar 20, 2026 | TPYP ↗ | Managed Portfolio Series Tortoise North ... | Sale | Joint | $1,001 - $15,000 | Apr 14, 2026 | 25d |
| Mar 19, 2026 | JNJ ↗ | Johnson & Johnson | Sale | Joint | $1,001 - $15,000 | Apr 14, 2026 | 26d |
| Mar 19, 2026 | VEA ↗ | Vanguard FTSE Developed Markets ETF | Purchase | Joint | $1,001 - $15,000 | Apr 14, 2026 | 26d |
| Mar 19, 2026 | NVDA ↗ | NVIDIA Corporation | Purchase | Joint | $1,001 - $15,000 | Apr 14, 2026 | 26d |
| Mar 5, 2026 | MSFT ↗ | Microsoft Corp | Purchase | Joint | $1,001 - $15,000 | Apr 14, 2026 | 40d |
| Feb 27, 2026 | AMAT ↗ | Applied Materials Inc | Sale | Joint | $1,001 - $15,000 | Mar 6, 2026 | 7d |
| Feb 6, 2026 | DBLEX ↗ | DOUBLELINE EMERGING MARKETS FIXED INCOME... | Sale | Joint | $1,001 - $15,000 | Mar 6, 2026 | 28d |
| Feb 6, 2026 | SHY ↗ | iShares 1-3 Year Treasury Bond ETF | Sale | Joint | $15,001 - $50,000 | Mar 6, 2026 | 28d |
| Feb 19, 2026 | UNP ↗ | Union Pacific Corp | Sale | Joint | $1,001 - $15,000 | Mar 6, 2026 | 15d |
| Feb 27, 2026 | NTAP ↗ | NetApp Inc | Purchase | Joint | $1,001 - $15,000 | Mar 6, 2026 | 7d |
| Feb 6, 2026 | AGZ ↗ | iShares Agency Bond ETF | Sale | Joint | $1,001 - $15,000 | Mar 6, 2026 | 28d |
| Feb 6, 2026 | UBER ↗ | Uber Technologies Inc | Purchase | Joint | $1,001 - $15,000 | Mar 6, 2026 | 28d |
| Feb 13, 2026 | MSFT ↗ | Microsoft Corp | Purchase | Joint | $1,001 - $15,000 | Mar 6, 2026 | 21d |
| Feb 26, 2026 | KR ↗ | The Kroger Co | Purchase | Joint | $1,001 - $15,000 | Mar 6, 2026 | 8d |
| Feb 6, 2026 | IEF ↗ | iShares 7-10 Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | Mar 6, 2026 | 28d |
| Feb 6, 2026 | TLH ↗ | iShares 10-20 Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | Mar 6, 2026 | 28d |
| Feb 6, 2026 | CMBS ↗ | iShares CMBS ETF | Purchase | Joint | $1,001 - $15,000 | Mar 6, 2026 | 28d |
| Feb 6, 2026 | MBB ↗ | iShares MBS ETF | Sale | Joint | $1,001 - $15,000 | Mar 6, 2026 | 28d |
| Feb 6, 2026 | GIGB ↗ | Goldman Sachs Access Investment Grade Co... | Purchase | Joint | $1,001 - $15,000 | Mar 6, 2026 | 28d |
| Feb 6, 2026 | XTWO ↗ | BONDBLOXX BL T Y T D U T ETF | Purchase | Joint | $15,001 - $50,000 | Mar 6, 2026 | 28d |
| Feb 26, 2026 | PG ↗ | The Procter & Gamble Co | Sale | Joint | $1,001 - $15,000 | Mar 6, 2026 | 8d |
| Feb 6, 2026 | EMB ↗ | iShares JPMorgan USD Emerging Markets Bo... | Purchase | Joint | $1,001 - $15,000 | Mar 6, 2026 | 28d |
| Feb 6, 2026 | JMBS ↗ | Janus Henderson Mortgage-Backed Securiti... | Sale | Joint | $1,001 - $15,000 | Mar 6, 2026 | 28d |
| Feb 13, 2026 | ADBE ↗ | Adobe Inc | Sale | Joint | $1,001 - $15,000 | Mar 6, 2026 | 21d |
| Jan 23, 2026 | TBLL ↗ | Invesco Short Term Treasury ETF | Purchase | Joint | $1,001 - $15,000 | Feb 15, 2026 | 23d |
| Jan 23, 2026 | MBB ↗ | iShares MBS ETF | Purchase | Joint | $1,001 - $15,000 | Feb 15, 2026 | 23d |
| Jan 23, 2026 | RNWGX ↗ | NEW WORLD FUND INC | Purchase | Joint | $1,001 - $15,000 | Feb 15, 2026 | 23d |
| Jan 26, 2026 | MU ↗ | Micron Technology Inc | Sale | Joint | $1,001 - $15,000 | Feb 15, 2026 | 20d |
| Jan 8, 2026 | MU ↗ | Micron Technology | Sale (Partial) | Joint | $1,001 - $15,000 | Feb 15, 2026 | 38d |
| Jan 8, 2026 | MU ↗ | Micron Technology Inc | Sale | Joint | $1,001 - $15,000 | Feb 15, 2026 | 38d |
| Jan 29, 2026 | UNP ↗ | Union Pacific Corp | Sale | Joint | $1,001 - $15,000 | Feb 15, 2026 | 17d |
| Jan 23, 2026 | SLV ↗ | iShares Silver Trust | Sale (Full) | Joint | $1,001 - $15,000 | Feb 15, 2026 | 23d |
| Jan 23, 2026 | IWM ↗ | iShares Russell 2000 ETF | Sale (Partial) | Joint | $1,001 - $15,000 | Feb 15, 2026 | 23d |
| Jan 15, 2026 | AAPL ↗ | Apple Inc | Purchase | Joint | $1,001 - $15,000 | Feb 15, 2026 | 31d |
| Jan 29, 2026 | CAT ↗ | Caterpillar Inc | Purchase | Joint | $1,001 - $15,000 | Feb 15, 2026 | 17d |
| Jan 15, 2026 | OMC ↗ | Omnicom Group Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Feb 15, 2026 | 31d |
| Jan 23, 2026 | IWM ↗ | iShares Trust - iShares Russell 2000 ETF | Sale | Joint | $1,001 - $15,000 | Feb 15, 2026 | 23d |
| Jan 15, 2026 | V ↗ | Visa Inc | Purchase | Joint | $1,001 - $15,000 | Feb 15, 2026 | 31d |
| Jan 23, 2026 | PALL ↗ | abrdn Physical Palladium Shares ETF | Sale (Full) | Joint | $1,001 - $15,000 | Feb 15, 2026 | 23d |
| Jan 23, 2026 | MDY ↗ | SPDR MidCap 400 ETF Trust | Sale | Joint | $1,001 - $15,000 | Feb 15, 2026 | 23d |
| Jan 26, 2026 | DXCM ↗ | DexCom Inc | Purchase | Joint | $1,001 - $15,000 | Feb 15, 2026 | 20d |
| Jan 23, 2026 | TPYP ↗ | Managed Portfolio Series Tortoise North ... | Purchase | Joint | $1,001 - $15,000 | Feb 15, 2026 | 23d |
| Jan 23, 2026 | VNQI ↗ | Vanguard Global ex-U.S. Real Estate ETF | Purchase | Joint | $1,001 - $15,000 | Feb 15, 2026 | 23d |
| Jan 23, 2026 | FTGC ↗ | FIRST TR GLOBAL TACTICAL CMD | Purchase | Joint | $1,001 - $15,000 | Feb 15, 2026 | 23d |
| Jan 23, 2026 | PPLT ↗ | ABRDN PHYSICAL PLATIN SH ETF | Sale | Joint | $1,001 - $15,000 | Feb 15, 2026 | 23d |
| Jan 23, 2026 | SLV ↗ | iShares Silver Trust | Sale | Joint | $1,001 - $15,000 | Feb 15, 2026 | 23d |
| Jan 15, 2026 | OMC ↗ | Omnicom Group Inc | Sale | Joint | $1,001 - $15,000 | Feb 15, 2026 | 31d |
| Jan 29, 2026 | FISV ↗ | Fiserv Inc | Sale | Joint | $1,001 - $15,000 | Feb 15, 2026 | 17d |
| Jan 29, 2026 | ETN ↗ | Eaton Corp | Purchase | Joint | $1,001 - $15,000 | Feb 15, 2026 | 17d |
| Jan 8, 2026 | XOM ↗ | Exxon Mobil Corp | Purchase | Joint | $1,001 - $15,000 | Feb 15, 2026 | 38d |
| Jan 8, 2026 | NFLX ↗ | Netflix Inc | Purchase | Joint | $1,001 - $15,000 | Feb 15, 2026 | 38d |
| Jan 23, 2026 | EIPI ↗ | First Trust Exchange-Traded Fund VIII FT... | Purchase | Joint | $1,001 - $15,000 | Feb 15, 2026 | 23d |
| Jan 23, 2026 | FTGC ↗ | First Trust Global Tactical Commodity St... | Purchase | Joint | $1,001 - $15,000 | Feb 15, 2026 | 23d |
| Jan 23, 2026 | GEM ↗ | Goldman Sachs ActiveBeta Emerging Market... | Purchase | Joint | $1,001 - $15,000 | Feb 15, 2026 | 23d |
| Jan 29, 2026 | FISV ↗ | Fiserv Inc | Sale (Full) | Joint | $1,001 - $15,000 | Feb 15, 2026 | 17d |
| Jan 29, 2026 | PYPL ↗ | PayPal Holdings Inc | Purchase | Joint | $1,001 - $15,000 | Feb 15, 2026 | 17d |
| Jan 29, 2026 | CVS ↗ | CVS Health Corp | Purchase | Joint | $1,001 - $15,000 | Feb 15, 2026 | 17d |
| Jan 23, 2026 | EIPI ↗ | FT EGY PARTNER ENHANCED ETF | Purchase | Joint | $1,001 - $15,000 | Feb 15, 2026 | 23d |
| Jan 23, 2026 | TBLL ↗ | INVESCO SHORT TERM TREAS ETF | Purchase | Joint | $1,001 - $15,000 | Feb 15, 2026 | 23d |
| Jan 29, 2026 | UNP ↗ | Union Pacific Corp | Sale (Partial) | Joint | $1,001 - $15,000 | Feb 15, 2026 | 17d |
| Jan 23, 2026 | PALL ↗ | ABRDN PHYSICAL PALLAD SH ETF | Sale | Joint | $1,001 - $15,000 | Feb 15, 2026 | 23d |
| Jan 29, 2026 | OMC ↗ | Omnicom Group Inc | Sale | Joint | $1,001 - $15,000 | Feb 15, 2026 | 17d |
| Jan 8, 2026 | DIS ↗ | The Walt Disney Co | Purchase | Joint | $1,001 - $15,000 | Feb 15, 2026 | 38d |
| Jan 23, 2026 | PPLT ↗ | abrdn Physical Platinum Shares ETF | Sale (Full) | Joint | $1,001 - $15,000 | Feb 15, 2026 | 23d |
| Jan 29, 2026 | PYPL ↗ | Paypal Holdings | Purchase | Joint | $1,001 - $15,000 | Feb 15, 2026 | 17d |
| Jan 23, 2026 | GIGB ↗ | Goldman Sachs Access Investment Grade Co... | Purchase | Joint | $1,001 - $15,000 | Feb 15, 2026 | 23d |
| Jan 29, 2026 | ETN ↗ | Eaton Corp PLC | Purchase | Joint | $1,001 - $15,000 | Feb 15, 2026 | 17d |
| Jan 23, 2026 | TPYP ↗ | Tortoise Capital Series Trust Tortoise N... | Purchase | Joint | $1,001 - $15,000 | Feb 15, 2026 | 23d |
| Jan 23, 2026 | LITP ↗ | Sprott Lithium Miners ETF | Purchase | Joint | $1,001 - $15,000 | Feb 15, 2026 | 23d |
| Jan 8, 2026 | LRCX ↗ | Lam Research Corp | Sale (Partial) | Joint | $1,001 - $15,000 | Feb 15, 2026 | 38d |
| Jan 29, 2026 | OMC ↗ | Omnicom Group Inc | Sale (Full) | Joint | $1,001 - $15,000 | Feb 15, 2026 | 17d |
| Jan 26, 2026 | MU ↗ | Micron Technology | Sale (Partial) | Joint | $1,001 - $15,000 | Feb 15, 2026 | 20d |
| Jan 23, 2026 | MDY ↗ | SPDR S&P MidCap 400 ETF Trust | Sale (Partial) | Joint | $1,001 - $15,000 | Feb 15, 2026 | 23d |
| Jan 29, 2026 | CVS ↗ | CVS Corp | Purchase | Joint | $1,001 - $15,000 | Feb 15, 2026 | 17d |
| Jan 8, 2026 | DIS ↗ | Walt Disney Company | Purchase | Joint | $1,001 - $15,000 | Feb 15, 2026 | 38d |
| Jan 23, 2026 | CMBS ↗ | iShares CMBS Bond ETF | Purchase | Joint | $1,001 - $15,000 | Feb 15, 2026 | 23d |
| Jan 29, 2026 | IVW ↗ | iShares S&P 500 Growth ETF | Sale | Joint | $1,001 - $15,000 | Feb 15, 2026 | 17d |
| Jan 8, 2026 | LRCX ↗ | Lam Research Corp | Sale | Joint | $1,001 - $15,000 | Feb 15, 2026 | 38d |
| Jan 23, 2026 | CMBS ↗ | iShares CMBS ETF | Purchase | Joint | $1,001 - $15,000 | Feb 15, 2026 | 23d |
| Jan 23, 2026 | IVV ↗ | iShares Core S&P 500 ETF | Purchase | Joint | $1,001 - $15,000 | Feb 15, 2026 | 23d |
| Jan 23, 2026 | JMBS ↗ | Janus Henderson Mortgage-Backed Securiti... | Purchase | Joint | $1,001 - $15,000 | Feb 15, 2026 | 23d |
| Jan 29, 2026 | IVW ↗ | iShares S&P 500 Growth ETF | Sale (Full) | Joint | $1,001 - $15,000 | Feb 15, 2026 | 17d |
| Jan 23, 2026 | RNWGX ↗ | New World Fund Inc. Cl R-6 | Purchase | Joint | $1,001 - $15,000 | Feb 15, 2026 | 23d |
| Dec 17, 2025 | MSI ↗ | Motorola Solutions, Inc. Common Stock | Sale (Partial) | Joint | $1,001 - $15,000 | Jan 13, 2026 | 27d |
| Dec 24, 2025 | SLV ↗ | iShares Silver Trust | Sale (Partial) | Joint | $1,001 - $15,000 | Jan 13, 2026 | 20d |
| Dec 24, 2025 | PPLT ↗ | abrdn Physical Platinum Shares ETF | Sale (Partial) | Joint | $1,001 - $15,000 | Jan 13, 2026 | 20d |
| Dec 11, 2025 | TBLL ↗ | Invesco Short Term Treasury ETF | Sale (Partial) | Joint | $1,001 - $15,000 | Jan 13, 2026 | 33d |
| Dec 17, 2025 | WFC ↗ | Wells Fargo & Co | Purchase | Joint | $1,001 - $15,000 | Jan 13, 2026 | 27d |
| Dec 24, 2025 | PALL ↗ | ABRDN PHYSICAL PALLAD SH ETF | Sale | Joint | $1,001 - $15,000 | Jan 13, 2026 | 20d |
| Dec 24, 2025 | PPLT ↗ | ABRDN PHYSICAL PLATIN SH ETF | Sale | Joint | $1,001 - $15,000 | Jan 13, 2026 | 20d |
| Dec 31, 2025 | SMCI ↗ | SUPER MICRO COMPUTER INC | Sale | Joint | $1,001 - $15,000 | Jan 13, 2026 | 13d |
| Dec 17, 2025 | AAPL ↗ | Apple Inc | Purchase | Joint | $1,001 - $15,000 | Jan 13, 2026 | 27d |
| Dec 11, 2025 | ANET ↗ | Arista Networks, Inc. Common Stock | Purchase | Joint | $1,001 - $15,000 | Jan 13, 2026 | 33d |
| Dec 26, 2025 | IJR ↗ | iShares Core S&P Small-Cap ETF | Purchase | Joint | $1,001 - $15,000 | Jan 13, 2026 | 18d |
| Dec 17, 2025 | MSFT ↗ | Microsoft Corp | Purchase | Joint | $1,001 - $15,000 | Jan 13, 2026 | 27d |
| Dec 11, 2025 | TBLL ↗ | INVESCO SHORT TERM TREAS ETF | Sale | Joint | $1,001 - $15,000 | Jan 13, 2026 | 33d |
| Dec 17, 2025 | WFC ↗ | Wells Fargo & Company | Purchase | Joint | $1,001 - $15,000 | Jan 13, 2026 | 27d |
| Dec 11, 2025 | SMCI ↗ | Super Micro Computer | Purchase | Joint | $1,001 - $15,000 | Jan 13, 2026 | 33d |
| Dec 17, 2025 | BSX ↗ | Boston Scientific Corp | Sale | Joint | $1,001 - $15,000 | Jan 13, 2026 | 27d |
| Dec 11, 2025 | ANET ↗ | Arista Networks Inc | Purchase | Joint | $1,001 - $15,000 | Jan 13, 2026 | 33d |
| Dec 24, 2025 | PALL ↗ | abrdn Physical Palladium Shares ETF | Sale (Partial) | Joint | $1,001 - $15,000 | Jan 13, 2026 | 20d |
| Dec 17, 2025 | BSX ↗ | Boston Scientific Corp | Sale (Partial) | Joint | $1,001 - $15,000 | Jan 13, 2026 | 27d |
| Dec 24, 2025 | SLV ↗ | iShares Silver Trust | Sale | Joint | $1,001 - $15,000 | Jan 13, 2026 | 20d |
| Dec 17, 2025 | MSI ↗ | Motorola Solutions Inc | Sale | Joint | $1,001 - $15,000 | Jan 13, 2026 | 27d |
| Dec 26, 2025 | KRE ↗ | SPDR S&P Regional Banking ETF | Sale (Full) | Joint | $1,001 - $15,000 | Jan 13, 2026 | 18d |
| Dec 31, 2025 | IVW ↗ | iShares S&P 500 Growth ETF | Purchase | Joint | $1,001 - $15,000 | Jan 13, 2026 | 13d |
| Dec 11, 2025 | SMCI ↗ | SUPER MICRO COMPUTER INC | Purchase | Joint | $1,001 - $15,000 | Jan 13, 2026 | 33d |
| Dec 31, 2025 | SMCI ↗ | Super Micro Computer, Inc. - Common Stoc... | Sale (Full) | Joint | $1,001 - $15,000 | Jan 13, 2026 | 13d |
| Dec 24, 2025 | SPYM ↗ | State Street SPDR Portfolio S&P 500 ETF | Purchase | Joint | $15,001 - $50,000 | Jan 13, 2026 | 20d |
| Dec 26, 2025 | KRE ↗ | SPDR S&P Regional Banking ETF | Sale | Joint | $1,001 - $15,000 | Jan 13, 2026 | 18d |
| Nov 6, 2025 | AAXJ ↗ | iShares MSCI All Country Asia ex Japan E... | Sale | Joint | $1,001 - $15,000 | Dec 8, 2025 | 32d |
| Nov 20, 2025 | EFA ↗ | iShares MSCI EAFE ETF | Sale | Joint | $1,001 - $15,000 | Dec 8, 2025 | 18d |
| Nov 6, 2025 | VWO ↗ | Vanguard FTSE Emerging Markets ETF | Purchase | Joint | $1,001 - $15,000 | Dec 8, 2025 | 32d |
| Nov 21, 2025 | MDY ↗ | SPDR MidCap 400 ETF Trust | Purchase | Joint | $1,001 - $15,000 | Dec 8, 2025 | 17d |
| Nov 21, 2025 | EIPI ↗ | First Trust Exchange-Traded Fund VIII FT... | Sale (Partial) | Joint | $1,001 - $15,000 | Dec 8, 2025 | 17d |
| Nov 13, 2025 | CRM ↗ | Salesforce Inc | Sale (Full) | Joint | $1,001 - $15,000 | Dec 8, 2025 | 25d |
| Nov 6, 2025 | VEA ↗ | Vanguard FTSE Developed Markets ETF | Purchase | Joint | $1,001 - $15,000 | Dec 8, 2025 | 32d |
| Nov 21, 2025 | FTGC ↗ | FIRST TR GLOBAL TACTICAL CMD | Sale | Joint | $1,001 - $15,000 | Dec 8, 2025 | 17d |
| Nov 21, 2025 | FI ↗ | Fiserv Inc | Sale | Joint | $1,001 - $15,000 | Dec 8, 2025 | 17d |
| Nov 20, 2025 | GEM ↗ | Goldman Sachs ActiveBeta Emerging Market... | Sale | Joint | $1,001 - $15,000 | Dec 8, 2025 | 18d |
| Nov 21, 2025 | VEA ↗ | Vanguard FTSE Developed Markets ETF | Sale (Partial) | Joint | $1,001 - $15,000 | Dec 8, 2025 | 17d |
| Nov 21, 2025 | CMBS ↗ | iShares CMBS Bond ETF | Purchase | Joint | $1,001 - $15,000 | Dec 8, 2025 | 17d |
| Nov 21, 2025 | FISV ↗ | Fiserv Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Dec 8, 2025 | 17d |
| Nov 13, 2025 | ANET ↗ | Arista Networks Inc | Purchase | Joint | $1,001 - $15,000 | Dec 8, 2025 | 25d |
| Nov 13, 2025 | META ↗ | Meta Platforms Inc | Purchase | Joint | $1,001 - $15,000 | Dec 8, 2025 | 25d |
| Nov 21, 2025 | PYPL ↗ | PayPal Holdings Inc | Purchase | Joint | $1,001 - $15,000 | Dec 8, 2025 | 17d |
| Nov 13, 2025 | AMZN ↗ | Amazon.com Inc | Purchase | Joint | $1,001 - $15,000 | Dec 8, 2025 | 25d |
| Nov 21, 2025 | IWM ↗ | iShares Russell 2000 ETF | Sale (Partial) | Joint | $1,001 - $15,000 | Dec 8, 2025 | 17d |
| Nov 13, 2025 | CRM ↗ | salesforce.com Inc | Sale | Joint | $1,001 - $15,000 | Dec 8, 2025 | 25d |
| Nov 21, 2025 | TPYP ↗ | Managed Portfolio Series Tortoise North ... | Sale | Joint | $1,001 - $15,000 | Dec 8, 2025 | 17d |
| Nov 21, 2025 | MDY ↗ | S&P Midcap 400 SPDR | Purchase | Joint | $1,001 - $15,000 | Dec 8, 2025 | 17d |
| Nov 21, 2025 | LLY ↗ | Eli Lilly and Company | Sale (Partial) | Joint | $1,001 - $15,000 | Dec 8, 2025 | 17d |
| Nov 21, 2025 | PYPL ↗ | Paypal Holdings | Purchase | Joint | $1,001 - $15,000 | Dec 8, 2025 | 17d |
| Nov 21, 2025 | VNQI ↗ | Vanguard Global ex-U.S. Real Estate ETF | Sale (Partial) | Joint | $1,001 - $15,000 | Dec 8, 2025 | 17d |
| Nov 21, 2025 | EIPI ↗ | FT EGY PARTNER ENHANCED ETF | Sale | Joint | $1,001 - $15,000 | Dec 8, 2025 | 17d |
| Nov 21, 2025 | MBB ↗ | iShares MBS ETF | Purchase | Joint | $1,001 - $15,000 | Dec 8, 2025 | 17d |
| Nov 6, 2025 | AAXJ ↗ | iShares MSCI All Country Asia ex Japan E... | Sale (Full) | Joint | $1,001 - $15,000 | Dec 8, 2025 | 32d |
| Nov 21, 2025 | IWM ↗ | iShares Trust - iShares Russell 2000 ETF | Sale | Joint | $1,001 - $15,000 | Dec 8, 2025 | 17d |
| Nov 20, 2025 | WHGSX ↗ | WESTWOOD SMALLCAP FUND | Purchase | Joint | $1,001 - $15,000 | Dec 8, 2025 | 18d |
| Nov 21, 2025 | IVV ↗ | iShares Core S&P 500 ETF | Sale (Partial) | Joint | $1,001 - $15,000 | Dec 8, 2025 | 17d |
| Nov 21, 2025 | FTGC ↗ | First Trust Global Tactical Commodity St... | Sale (Partial) | Joint | $1,001 - $15,000 | Dec 8, 2025 | 17d |
| Nov 21, 2025 | TPYP ↗ | Tortoise North Amer Pipeline Fund | Sale (Partial) | Joint | $1,001 - $15,000 | Dec 8, 2025 | 17d |
| Nov 21, 2025 | LLY ↗ | Eli Lilly and Co | Sale | Joint | $1,001 - $15,000 | Dec 8, 2025 | 17d |
| Nov 20, 2025 | EFA ↗ | iShares MSCI EAFE ETF | Sale (Partial) | Joint | $1,001 - $15,000 | Dec 8, 2025 | 18d |
| Nov 21, 2025 | JMBS ↗ | Janus Henderson Mortgage-Backed Securiti... | Purchase | Joint | $1,001 - $15,000 | Dec 8, 2025 | 17d |
| Nov 21, 2025 | IVV ↗ | iShares Core S&P 500 ETF | Sale | Joint | $1,001 - $15,000 | Dec 8, 2025 | 17d |
| Nov 21, 2025 | CMBS ↗ | iShares CMBS ETF | Purchase | Joint | $1,001 - $15,000 | Dec 8, 2025 | 17d |
| Nov 21, 2025 | VNQI ↗ | Vanguard Global ex-U.S. Real Estate ETF | Sale | Joint | $1,001 - $15,000 | Dec 8, 2025 | 17d |
| Nov 20, 2025 | NEWFX ↗ | AMERICAN FUNDS NEW WORLD FUND | Sale | Joint | $1,001 - $15,000 | Dec 8, 2025 | 18d |
| Nov 21, 2025 | GIGB ↗ | Goldman Sachs Access Investment Grade Co... | Purchase | Joint | $1,001 - $15,000 | Dec 8, 2025 | 17d |
| Nov 20, 2025 | WWSYX ↗ | Westwood Smallcap Fund Class Y | Purchase | Joint | $1,001 - $15,000 | Dec 8, 2025 | 18d |
| Nov 20, 2025 | GEM ↗ | Goldman Sachs ActiveBeta Emerging Market... | Sale (Partial) | Joint | $1,001 - $15,000 | Dec 8, 2025 | 18d |
| Nov 21, 2025 | VEA ↗ | Vanguard FTSE Developed Markets ETF | Sale | Joint | $1,001 - $15,000 | Dec 8, 2025 | 17d |
| Nov 20, 2025 | RNWAX ↗ | American Funds - New World Fund Inc Clas... | Sale (Partial) | Joint | $1,001 - $15,000 | Dec 8, 2025 | 18d |
| Oct 9, 2025 | COLPAL ↗ | COLGATE PALMOLIVE LTD. | Sale (Full) | Joint | $1,001 - $15,000 | Nov 15, 2025 | 37d |
| Oct 2, 2025 | IQV ↗ | Iqvia Holdings Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Nov 15, 2025 | 44d |
| Oct 3, 2025 | EIPI ↗ | FT EGY PARTNER ENHANCED ETF | Purchase | Joint | $15,001 - $50,000 | Nov 15, 2025 | 43d |
| Oct 9, 2025 | COST ↗ | Costco Wholesale Corp | Purchase | Joint | $1,001 - $15,000 | Nov 15, 2025 | 37d |
| Oct 3, 2025 | URNM ↗ | Sprott Uranium Miners ETF | Sale (Full) | Joint | $1,001 - $15,000 | Nov 15, 2025 | 43d |
| Oct 3, 2025 | FTGC ↗ | First Trust Global Tactical Commodity St... | Purchase | Joint | $1,001 - $15,000 | Nov 15, 2025 | 43d |
| Oct 3, 2025 | EMLP ↗ | First Trust North American Energy Infras... | Sale | Joint | $15,001 - $50,000 | Nov 15, 2025 | 43d |
| Oct 3, 2025 | SLV ↗ | iShares Silver Trust | Sale (Partial) | Joint | $1,001 - $15,000 | Nov 15, 2025 | 43d |
| Oct 9, 2025 | COST ↗ | Costco Wholesale | Purchase | Joint | $1,001 - $15,000 | Nov 15, 2025 | 37d |
| Nov 3, 2025 | TPYP ↗ | Tortoise North American Pipeline ETF | Sale (Partial) | Joint | $1,001 - $15,000 | Nov 15, 2025 | 12d |
| Oct 3, 2025 | URNM ↗ | SPROTT URANIUM MINERS ETF | Sale | Joint | $1,001 - $15,000 | Nov 15, 2025 | 43d |
| Oct 31, 2025 | OMC ↗ | Omnicom Group Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Nov 15, 2025 | 15d |
| Oct 9, 2025 | CL ↗ | Colgate-Palmolive Co | Sale | Joint | $1,001 - $15,000 | Nov 15, 2025 | 37d |
| Nov 3, 2025 | TPYP ↗ | Managed Portfolio Series Tortoise North ... | Sale | Joint | $1,001 - $15,000 | Nov 15, 2025 | 12d |
| Oct 31, 2025 | OMC ↗ | Omnicom Group Inc | Sale | Joint | $1,001 - $15,000 | Nov 15, 2025 | 15d |
| Oct 3, 2025 | LITP ↗ | Sprott Lithium Miners ETF | Sale (Partial) | Joint | $1,001 - $15,000 | Nov 15, 2025 | 43d |
| Oct 2, 2025 | IQV ↗ | Iqvia Holdings Inc | Sale | Joint | $1,001 - $15,000 | Nov 15, 2025 | 44d |
| Oct 31, 2025 | META ↗ | Meta Platforms Inc | Purchase | Joint | $1,001 - $15,000 | Nov 15, 2025 | 15d |
| Oct 3, 2025 | EMLP ↗ | First Trust North American Energy Infras... | Sale (Full) | Joint | $15,001 - $50,000 | Nov 15, 2025 | 43d |
| Oct 3, 2025 | FTGC ↗ | FIRST TR GLOBAL TACTICAL CMD | Purchase | Joint | $1,001 - $15,000 | Nov 15, 2025 | 43d |
| Oct 3, 2025 | SLV ↗ | iShares Silver Trust | Sale | Joint | $1,001 - $15,000 | Nov 15, 2025 | 43d |
| Oct 3, 2025 | EIPI ↗ | First Trust Exchange-Traded Fund VIII FT... | Purchase | Joint | $15,001 - $50,000 | Nov 15, 2025 | 43d |
| Sep 16, 2025 | SHY ↗ | iShares 1-3 Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | Oct 10, 2025 | 24d |
| Sep 12, 2025 | ETN ↗ | Eaton Corp | Purchase | Joint | $1,001 - $15,000 | Oct 10, 2025 | 28d |
| Sep 16, 2025 | GBIL ↗ | Goldman Sachs Access Treasury 0-1 Year E... | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 10, 2025 | 24d |
| Sep 16, 2025 | GIGB ↗ | Goldman Sachs Access Investment Grade Co... | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 10, 2025 | 24d |
| Sep 17, 2025 | MU ↗ | Micron Technology Inc | Sale | Joint | $1,001 - $15,000 | Oct 10, 2025 | 23d |
| Sep 16, 2025 | JMBS ↗ | Janus Henderson Mortgage-Backed Securiti... | Sale | Joint | $1,001 - $15,000 | Oct 10, 2025 | 24d |
| Sep 16, 2025 | CMBS ↗ | iShares CMBS Bond ETF | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 10, 2025 | 24d |
| Sep 17, 2025 | MU ↗ | Micron Technology | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 10, 2025 | 23d |
| Sep 16, 2025 | GIGB ↗ | Goldman Sachs Access Investment Grade Co... | Sale | Joint | $1,001 - $15,000 | Oct 10, 2025 | 24d |
| Sep 16, 2025 | GBIL ↗ | Goldman Sachs AccessTreasury 0-1 Year ET... | Sale | Joint | $1,001 - $15,000 | Oct 10, 2025 | 24d |
| Sep 16, 2025 | JMBS ↗ | Janus Henderson Mortgage-Backed Securiti... | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 10, 2025 | 24d |
| Sep 4, 2025 | ADBE ↗ | Adobe Systems Inc | Purchase | Joint | $1,001 - $15,000 | Oct 10, 2025 | 36d |
| Sep 16, 2025 | IEI ↗ | iShares 3-7 Year Treasury Bond ETF | Purchase | Joint | $15,001 - $50,000 | Oct 10, 2025 | 24d |
| Sep 17, 2025 | GOOGL ↗ | Alphabet Cl A | Purchase | Joint | $15,001 - $50,000 | Oct 10, 2025 | 23d |
| Sep 12, 2025 | ORCL ↗ | Oracle Corp | Sale | Joint | $1,001 - $15,000 | Oct 10, 2025 | 28d |
| Sep 12, 2025 | ORCL ↗ | Oracle Corp | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 10, 2025 | 28d |
| Sep 12, 2025 | ETN ↗ | Eaton Corp PLC | Purchase | Joint | $1,001 - $15,000 | Oct 10, 2025 | 28d |
| Sep 16, 2025 | IEF ↗ | iShares 7-10 Year Treasury Bond ETF | Purchase | Joint | $15,001 - $50,000 | Oct 10, 2025 | 24d |
| Sep 16, 2025 | AGZ ↗ | iShares Agency Bond ETF | Sale | Joint | $1,001 - $15,000 | Oct 10, 2025 | 24d |
| Sep 16, 2025 | CMBS ↗ | iShares CMBS ETF | Sale | Joint | $1,001 - $15,000 | Oct 10, 2025 | 24d |
| Sep 16, 2025 | MBB ↗ | iShares MBS ETF | Sale | Joint | $1,001 - $15,000 | Oct 10, 2025 | 24d |
| Sep 16, 2025 | SCHP ↗ | Schwab U.S. TIPS ETF | Purchase | Joint | $1,001 - $15,000 | Oct 10, 2025 | 24d |
| Sep 17, 2025 | GOOGL ↗ | Alphabet Inc | Purchase | Joint | $15,001 - $50,000 | Oct 10, 2025 | 23d |
| Sep 16, 2025 | TLT ↗ | iShares Trust iShares 20 Year Treasury B... | Sale | Joint | $15,001 - $50,000 | Oct 10, 2025 | 24d |
| Sep 16, 2025 | TLT ↗ | iShares 20+ Year Treasury Bond ETF | Sale (Partial) | Joint | $15,001 - $50,000 | Oct 10, 2025 | 24d |
| Sep 16, 2025 | AGZ ↗ | iShares Agency Bond ETF | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 10, 2025 | 24d |
| Sep 4, 2025 | ADBE ↗ | Adobe Inc | Purchase | Joint | $1,001 - $15,000 | Oct 10, 2025 | 36d |
| Sep 16, 2025 | SCHP ↗ | Schwab US TIPS ETF | Purchase | Joint | $1,001 - $15,000 | Oct 10, 2025 | 24d |
| Sep 16, 2025 | MBB ↗ | iShares MBS ETF | Sale (Partial) | Joint | $1,001 - $15,000 | Oct 10, 2025 | 24d |
| Aug 1, 2025 | RNWGX ↗ | NEW WORLD FUND INC | Purchase | Joint | $1,001 - $15,000 | Sep 13, 2025 | 43d |
| Aug 14, 2025 | RNWGX ↗ | NEW WORLD FUND INC | Purchase | Joint | $15,001 - $50,000 | Sep 13, 2025 | 30d |
| Aug 11, 2025 | ABBV ↗ | AbbVie Inc | Sale | Joint | $1,001 - $15,000 | Sep 13, 2025 | 33d |
| Aug 22, 2025 | MU ↗ | Micron Technology Inc | Sale | Joint | $1,001 - $15,000 | Sep 13, 2025 | 22d |
| Aug 1, 2025 | EMLP ↗ | First Trust North American Energy Infras... | Sale | Joint | $1,001 - $15,000 | Sep 13, 2025 | 43d |
| Aug 1, 2025 | GEM ↗ | Goldman Sachs ActiveBeta Emerging Market... | Sale | Joint | $1,001 - $15,000 | Sep 13, 2025 | 43d |
| Aug 1, 2025 | GIGB ↗ | Goldman Sachs Access Investment Grade Co... | Sale | Joint | $1,001 - $15,000 | Sep 13, 2025 | 43d |
| Aug 1, 2025 | PALL ↗ | ABRDN PHYSICAL PALLAD SH ETF (2) | Sale | Joint | $1,001 - $15,000 | Sep 13, 2025 | 43d |
| Aug 7, 2025 | EMRIX ↗ | VANECK EMERGING MARKETS FUND | Sale | Joint | $15,001 - $50,000 | Sep 13, 2025 | 37d |
| Aug 14, 2025 | EMRIX ↗ | VANECK EMERGING MARKETS FUND | Sale | Joint | $15,001 - $50,000 | Sep 13, 2025 | 30d |
| Aug 1, 2025 | EMRIX ↗ | VANECK EMERGING MARKETS FUND | Sale | Joint | $1,001 - $15,000 | Sep 13, 2025 | 43d |
| Aug 1, 2025 | IVV ↗ | iShares Core S&P 500 ETF | Sale | Joint | $1,001 - $15,000 | Sep 13, 2025 | 43d |
| Aug 1, 2025 | WWSYX ↗ | WESTWOOD QUALITY SMALLCAP FUND | Purchase | Joint | $1,001 - $15,000 | Sep 13, 2025 | 43d |
| Aug 22, 2025 | ABBV ↗ | AbbVie Inc | Sale | Joint | $1,001 - $15,000 | Sep 13, 2025 | 22d |
| Aug 7, 2025 | AMD ↗ | Advanced Micro Devices Inc | Purchase | Joint | $1,001 - $15,000 | Sep 13, 2025 | 37d |
| Aug 1, 2025 | VNQI ↗ | Vanguard Global ex-U.S. Real Estate ETF | Purchase | Joint | $1,001 - $15,000 | Sep 13, 2025 | 43d |
| Aug 1, 2025 | SCHP ↗ | Schwab US TIPS ETF | Purchase | Joint | $1,001 - $15,000 | Sep 13, 2025 | 43d |
| Aug 22, 2025 | NVDA ↗ | NVIDIA Corporation | Purchase | Joint | $1,001 - $15,000 | Sep 13, 2025 | 22d |
| Aug 11, 2025 | LLY ↗ | Eli Lilly and Co | Purchase | Joint | $1,001 - $15,000 | Sep 13, 2025 | 33d |
| Aug 1, 2025 | JMBS ↗ | Janus Henderson Mortgage-Backed Securiti... | Purchase | Joint | $1,001 - $15,000 | Sep 13, 2025 | 43d |
| Aug 1, 2025 | IWM ↗ | iShares Trust - iShares Russell 2000 ETF | Purchase | Joint | $1,001 - $15,000 | Sep 13, 2025 | 43d |
| Aug 1, 2025 | AGZ ↗ | iShares Agency Bond ETF | Purchase | Joint | $1,001 - $15,000 | Sep 13, 2025 | 43d |
| Aug 1, 2025 | MBB ↗ | iShares MBS ETF | Purchase | Joint | $1,001 - $15,000 | Sep 13, 2025 | 43d |
| Aug 1, 2025 | TLT ↗ | iShares Trust iShares 20 Year Treasury B... | Purchase | Joint | $1,001 - $15,000 | Sep 13, 2025 | 43d |
| Aug 1, 2025 | IEI ↗ | iShares 3-7 Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | Sep 13, 2025 | 43d |
| Aug 1, 2025 | CMBS ↗ | iShares CMBS ETF | Purchase | Joint | $1,001 - $15,000 | Sep 13, 2025 | 43d |
| Aug 1, 2025 | TLH ↗ | iShares 10-20 Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | Sep 13, 2025 | 43d |
| Aug 1, 2025 | SHY ↗ | iShares 1-3 Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | Sep 13, 2025 | 43d |
| Aug 1, 2025 | IEF ↗ | iShares 7-10 Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | Sep 13, 2025 | 43d |
| Aug 7, 2025 | RNWGX ↗ | NEW WORLD FUND INC | Purchase | Joint | $15,001 - $50,000 | Sep 13, 2025 | 37d |
| Aug 1, 2025 | EFA ↗ | iShares MSCI EAFE ETF | Sale | Joint | $1,001 - $15,000 | Sep 13, 2025 | 43d |
| Aug 1, 2025 | SLV ↗ | iShares Silver Trust | Sale | Joint | $1,001 - $15,000 | Sep 13, 2025 | 43d |
| Aug 1, 2025 | TBLL ↗ | INVESCO SHORT TERM TREAS ETF | Sale | Joint | $15,001 - $50,000 | Sep 13, 2025 | 43d |
| Aug 22, 2025 | LLY ↗ | Eli Lilly and Co | Purchase | Joint | $1,001 - $15,000 | Sep 13, 2025 | 22d |
| Aug 1, 2025 | GEM ↗ | Goldman Sachs ActiveBeta Emerging Market... | Purchase | Joint | $1,001 - $15,000 | Sep 13, 2025 | 43d |
| Aug 1, 2025 | PALL ↗ | ABRDN PHYSICAL PALLAD SH ETF (1) | Sale | Joint | $1,001 - $15,000 | Sep 13, 2025 | 43d |
| Aug 1, 2025 | VEA ↗ | Vanguard FTSE Developed Markets ETF | Sale | Joint | $1,001 - $15,000 | Sep 13, 2025 | 43d |
| Aug 1, 2025 | GEM ↗ | Goldman Sachs ActiveBeta Emerging Market... | Purchase | Joint | $1,001 - $15,000 | Sep 12, 2025 | 42d |
| Aug 1, 2025 | VEA ↗ | Vanguard FTSE Developed Markets ETF | Sale (Partial) | Joint | $1,001 - $15,000 | Sep 12, 2025 | 42d |
| Aug 1, 2025 | URNM ↗ | Sprott Uranium Miners ETF | Sale (Partial) | Joint | $1,001 - $15,000 | Sep 12, 2025 | 42d |
| Aug 1, 2025 | IVV ↗ | iShares Core S&P 500 ETF | Sale (Partial) | Joint | $1,001 - $15,000 | Sep 12, 2025 | 42d |
| Aug 1, 2025 | EFA ↗ | iShares MSCI EAFE ETF | Sale (Partial) | Joint | $1,001 - $15,000 | Sep 12, 2025 | 42d |
| Aug 1, 2025 | TLT ↗ | iShares 20+ Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | Sep 12, 2025 | 42d |
| Aug 1, 2025 | SLV ↗ | iShares Silver Trust | Sale (Partial) | Joint | $1,001 - $15,000 | Sep 12, 2025 | 42d |
| Aug 1, 2025 | TLH ↗ | iShares 10-20 Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | Sep 12, 2025 | 42d |
| Aug 7, 2025 | AMD ↗ | Advanced Micro Devices, Inc. - Common St... | Purchase | Joint | $1,001 - $15,000 | Sep 12, 2025 | 36d |
| Aug 1, 2025 | AGZ ↗ | iShares Agency Bond ETF | Purchase | Joint | $1,001 - $15,000 | Sep 12, 2025 | 42d |
| Aug 7, 2025 | EMRZX ↗ | Emerging Markets Fund Class Z | Sale (Partial) | Joint | $15,001 - $50,000 | Sep 12, 2025 | 36d |
| Aug 1, 2025 | IEI ↗ | iShares 3-7 Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | Sep 12, 2025 | 42d |
| Aug 22, 2025 | MU ↗ | Micron Technology | Sale (Partial) | Joint | $1,001 - $15,000 | Sep 12, 2025 | 21d |
| Aug 1, 2025 | SHY ↗ | iShares 1-3 Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | Sep 12, 2025 | 42d |
| Aug 1, 2025 | RNWGX ↗ | New World Fund Inc. Cl R-6 | Purchase | Joint | $1,001 - $15,000 | Sep 12, 2025 | 42d |
| Aug 22, 2025 | LLY ↗ | Eli Lilly and Company | Purchase | Joint | $1,001 - $15,000 | Sep 12, 2025 | 21d |
| Aug 1, 2025 | WWSYX ↗ | Westwood Smallcap Fund Class Y | Purchase | Joint | $1,001 - $15,000 | Sep 12, 2025 | 42d |
| Aug 1, 2025 | EMRZX ↗ | Emerging Markets Fund Class Z | Sale (Partial) | Joint | $1,001 - $15,000 | Sep 12, 2025 | 42d |
| Aug 1, 2025 | IWM ↗ | iShares Russell 2000 ETF | Purchase | Joint | $1,001 - $15,000 | Sep 12, 2025 | 42d |
| Aug 1, 2025 | VNQI ↗ | Vanguard Global ex-U.S. Real Estate ETF | Purchase | Joint | $1,001 - $15,000 | Sep 12, 2025 | 42d |
| Aug 1, 2025 | PALL ↗ | abrdn Physical Palladium Shares ETF | Sale (Partial) | Joint | $1,001 - $15,000 | Sep 12, 2025 | 42d |
| Aug 1, 2025 | EMLP ↗ | First Trust North American Energy Infras... | Sale (Partial) | Joint | $1,001 - $15,000 | Sep 12, 2025 | 42d |
| Aug 1, 2025 | TBLL ↗ | Invesco Short Term Treasury ETF | Sale (Partial) | Joint | $15,001 - $50,000 | Sep 12, 2025 | 42d |
| Aug 22, 2025 | NVDA ↗ | Nvidia Corp | Purchase | Joint | $1,001 - $15,000 | Sep 12, 2025 | 21d |
| Aug 1, 2025 | SCHP ↗ | Schwab U.S. TIPS ETF | Purchase | Joint | $1,001 - $15,000 | Sep 12, 2025 | 42d |
| Aug 1, 2025 | CMBS ↗ | iShares CMBS Bond ETF | Purchase | Joint | $1,001 - $15,000 | Sep 12, 2025 | 42d |
| Aug 1, 2025 | MBB ↗ | iShares MBS ETF | Purchase | Joint | $1,001 - $15,000 | Sep 12, 2025 | 42d |
| Aug 1, 2025 | IEF ↗ | iShares 7-10 Year Treasury Bond ETF | Purchase | Joint | $1,001 - $15,000 | Sep 12, 2025 | 42d |
| Aug 7, 2025 | RNWGX ↗ | New World Fund Inc. Cl R-6 | Purchase | Joint | $15,001 - $50,000 | Sep 12, 2025 | 36d |
| Aug 1, 2025 | JMBS ↗ | Janus Henderson Mortgage-Backed Securiti... | Purchase | Joint | $1,001 - $15,000 | Sep 12, 2025 | 42d |
| Aug 1, 2025 | PPLT ↗ | abrdn Physical Platinum Shares ETF | Sale (Partial) | Joint | $1,001 - $15,000 | Sep 12, 2025 | 42d |
| Aug 22, 2025 | ABBV ↗ | Abbvie Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Sep 12, 2025 | 21d |
| Aug 11, 2025 | ABBV ↗ | Abbvie Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Sep 12, 2025 | 32d |
| Aug 14, 2025 | EMRZX ↗ | Emerging Markets Fund Class Z | Sale (Full) | Joint | $15,001 - $50,000 | Sep 12, 2025 | 29d |
| Aug 1, 2025 | GIGB ↗ | Goldman Sachs Access Investment Grade Co... | Sale (Partial) | Joint | $1,001 - $15,000 | Sep 12, 2025 | 42d |
| Aug 1, 2025 | GEM ↗ | Goldman Sachs ActiveBeta Emerging Market... | Sale (Partial) | Joint | $1,001 - $15,000 | Sep 12, 2025 | 42d |
| Aug 14, 2025 | RNWGX ↗ | New World Fund Inc. Cl R-6 | Purchase | Joint | $15,001 - $50,000 | Sep 12, 2025 | 29d |
| Aug 11, 2025 | LLY ↗ | Eli Lilly and Company | Purchase | Joint | $1,001 - $15,000 | Sep 12, 2025 | 32d |
| Jul 31, 2025 | MDLZ ↗ | Mondelez International Inc | Sale | Joint | $1,001 - $15,000 | Aug 6, 2025 | 6d |
| Jul 31, 2025 | WMT ↗ | Walmart Inc | Purchase | Joint | $1,001 - $15,000 | Aug 6, 2025 | 6d |
| Jul 24, 2025 | JPM ↗ | JPMorgan Chase & Co | Sale | Joint | $1,001 - $15,000 | Aug 6, 2025 | 13d |
| Jul 8, 2025 | HYG ↗ | iShares iBoxx $ High Yield Corporate Bon... | Sale (Full) | Joint | $1,001 - $15,000 | Aug 6, 2025 | 29d |
| Jul 31, 2025 | GD ↗ | General Dynamics Corp | Sale (Partial) | Joint | $1,001 - $15,000 | Aug 6, 2025 | 6d |
| Jul 8, 2025 | HYG ↗ | iShares iBoxx High Yield Corporate Bond ... | Sale | Joint | $1,001 - $15,000 | Aug 6, 2025 | 29d |
| Jul 1, 2025 | MU ↗ | Micron Technology | Sale (Partial) | Joint | $1,001 - $15,000 | Aug 6, 2025 | 36d |
| Jul 1, 2025 | MU ↗ | Micron Technology Inc | Sale | Joint | $1,001 - $15,000 | Aug 6, 2025 | 36d |
| Jul 24, 2025 | JPM ↗ | JP Morgan Chase & Company | Sale (Partial) | Joint | $1,001 - $15,000 | Aug 6, 2025 | 13d |
| Jul 31, 2025 | GE ↗ | General Electric Company | Purchase | Joint | $1,001 - $15,000 | Aug 6, 2025 | 6d |
| Jul 31, 2025 | GD ↗ | General Dynamics Corp | Sale | Joint | $1,001 - $15,000 | Aug 6, 2025 | 6d |
| Jul 31, 2025 | GE ↗ | General Electric Co | Purchase | Joint | $1,001 - $15,000 | Aug 6, 2025 | 6d |
| Jul 24, 2025 | BRK/B ↗ | Berkshire Hathaway Inc | Purchase | Joint | $1,001 - $15,000 | Aug 6, 2025 | 13d |
| Jul 31, 2025 | MDLZ ↗ | Mondelez Intl Inc | Sale (Partial) | Joint | $1,001 - $15,000 | Aug 6, 2025 | 6d |
| Jul 8, 2025 | GIGB ↗ | Goldman Sachs Access Investment Grade Co... | Purchase | Joint | $1,001 - $15,000 | Aug 6, 2025 | 29d |
| Jun 11, 2025 | TBLL ↗ | INVESCO SHORT TERM TREAS ETF | Purchase | Joint | $1,001 - $15,000 | Jul 9, 2025 | 28d |
| Jun 11, 2025 | AVGO ↗ | Broadcom Inc. - Common Stock | Purchase | Joint | $1,001 - $15,000 | Jul 9, 2025 | 28d |
| Jun 11, 2025 | UNH ↗ | Unitedhealth Group Inc | Sale (Full) | Joint | $1,001 - $15,000 | Jul 9, 2025 | 28d |
| May 20, 2025 | GOOGL ↗ | Alphabet Inc | Purchase | Joint | $1,001 - $15,000 | Jul 9, 2025 | 50d |
| May 16, 2025 | AMZN ↗ | Amazon.com Inc | Purchase | Joint | $1,001 - $15,000 | Jul 9, 2025 | 54d |
| May 20, 2025 | HD ↗ | The Home Depot Inc | Purchase | Joint | $1,001 - $15,000 | Jul 9, 2025 | 50d |
| May 20, 2025 | ATO ↗ | Atmos Energy Corp | Purchase | Joint | $1,001 - $15,000 | Jul 9, 2025 | 50d |
| May 30, 2025 | RTX ↗ | Raytheon Technologies Corp | Purchase | Joint | $1,001 - $15,000 | Jul 9, 2025 | 40d |
| Jun 11, 2025 | MU ↗ | Micron Technology | Sale (Partial) | Joint | $1,001 - $15,000 | Jul 9, 2025 | 28d |
| Jun 11, 2025 | TBLL ↗ | Invesco Short Term Treasury ETF | Purchase | Joint | $1,001 - $15,000 | Jul 9, 2025 | 28d |
| Jun 11, 2025 | AVGO ↗ | Broadcom Inc | Purchase | Joint | $1,001 - $15,000 | Jul 9, 2025 | 28d |
| May 20, 2025 | HD ↗ | Home Depot | Purchase | Joint | $1,001 - $15,000 | Jul 9, 2025 | 50d |
| Jun 11, 2025 | UNH ↗ | Unitedhealth Group Inc | Sale | Joint | $1,001 - $15,000 | Jul 9, 2025 | 28d |
| May 16, 2025 | HD ↗ | The Home Depot Inc | Purchase | Joint | $1,001 - $15,000 | Jul 9, 2025 | 54d |
| Jun 11, 2025 | MU ↗ | Micron Technology Inc | Sale | Joint | $1,001 - $15,000 | Jul 9, 2025 | 28d |
| May 30, 2025 | META ↗ | Meta Platforms Inc | Purchase | Joint | $1,001 - $15,000 | Jul 9, 2025 | 40d |
| May 13, 2025 | AVGO ↗ | Broadcom Inc. - Common Stock | Purchase | Joint | $1,001 - $15,000 | Jul 9, 2025 | 57d |
| May 20, 2025 | GOOGL ↗ | Alphabet Cl A | Purchase | Joint | $1,001 - $15,000 | Jul 9, 2025 | 50d |
| May 16, 2025 | META ↗ | Meta Platforms Inc | Purchase | Joint | $1,001 - $15,000 | Jul 9, 2025 | 54d |
| May 13, 2025 | NVDA ↗ | NVIDIA Corporation | Purchase | Joint | $1,001 - $15,000 | Jul 9, 2025 | 57d |
| May 30, 2025 | RTX ↗ | RTX Corp | Purchase | Joint | $1,001 - $15,000 | Jul 9, 2025 | 40d |
| May 16, 2025 | HD ↗ | Home Depot | Purchase | Joint | $1,001 - $15,000 | Jul 9, 2025 | 54d |
| May 13, 2025 | NVDA ↗ | Nvidia Corp | Purchase | Joint | $1,001 - $15,000 | Jul 9, 2025 | 57d |
| May 13, 2025 | AVGO ↗ | Broadcom Inc | Purchase | Joint | $1,001 - $15,000 | Jul 9, 2025 | 57d |
| May 13, 2025 | NVDA ↗ | Nvidia Corp | Purchase | Joint | $1,001 - $15,000 | Jun 14, 2025 | 32d |
| May 30, 2025 | RTX ↗ | Raytheon Technologies Corp | Purchase | Joint | $1,001 - $15,000 | Jun 14, 2025 | 15d |
| May 30, 2025 | META ↗ | Meta Platforms Inc | Purchase | Joint | $1,001 - $15,000 | Jun 14, 2025 | 15d |
| May 16, 2025 | META ↗ | Meta Platforms Inc | Purchase | Joint | $1,001 - $15,000 | Jun 14, 2025 | 29d |
| May 13, 2025 | VLO ↗ | Valero Energy Corp | Sale (Full) | Joint | $1,001 - $15,000 | Jun 14, 2025 | 32d |
| May 20, 2025 | LOW ↗ | Lowe's Companies | Sale (Partial) | Joint | $1,001 - $15,000 | Jun 14, 2025 | 25d |
| May 30, 2025 | FBIN ↗ | Fortune Brands Innovations Inc | Sale (Full) | Joint | $1,001 - $15,000 | Jun 14, 2025 | 15d |
| May 20, 2025 | HD ↗ | The Home Depot Inc | Purchase | Joint | $1,001 - $15,000 | Jun 14, 2025 | 25d |
| May 16, 2025 | HD ↗ | The Home Depot Inc | Purchase | Joint | $1,001 - $15,000 | Jun 14, 2025 | 29d |
| May 13, 2025 | AVGO ↗ | Broadcom Inc | Purchase | Joint | $1,001 - $15,000 | Jun 14, 2025 | 32d |
| May 20, 2025 | ATO ↗ | Atmos Energy Corp | Purchase | Joint | $1,001 - $15,000 | Jun 14, 2025 | 25d |
| May 13, 2025 | NVDA ↗ | NVIDIA Corporation | Purchase | Joint | $1,001 - $15,000 | Jun 14, 2025 | 32d |
| May 20, 2025 | LOW ↗ | Lowe's Cos Inc | Sale | Joint | $1,001 - $15,000 | Jun 14, 2025 | 25d |
| May 16, 2025 | TBLL ↗ | INVESCO SHORT TERM TREAS ETF | Sale | Joint | $1,001 - $15,000 | Jun 14, 2025 | 29d |
| May 20, 2025 | GD ↗ | General Dynamics Corp | Sale | Joint | $1,001 - $15,000 | Jun 14, 2025 | 25d |
| May 30, 2025 | FBIN ↗ | Fortune Brands Innovations Inc | Sale | Joint | $1,001 - $15,000 | Jun 14, 2025 | 15d |
| May 16, 2025 | AMZN ↗ | Amazon.com Inc | Purchase | Joint | $1,001 - $15,000 | Jun 14, 2025 | 29d |
| May 20, 2025 | GOOGL ↗ | Alphabet Cl A | Purchase | Joint | $1,001 - $15,000 | Jun 14, 2025 | 25d |
| May 20, 2025 | NRG ↗ | NRG Energy | Sale (Partial) | Joint | $1,001 - $15,000 | Jun 14, 2025 | 25d |
| May 16, 2025 | HD ↗ | Home Depot | Purchase | Joint | $1,001 - $15,000 | Jun 14, 2025 | 29d |
| May 20, 2025 | DTE ↗ | Dte Energy Company | Sale (Full) | Joint | $1,001 - $15,000 | Jun 14, 2025 | 25d |
| May 20, 2025 | GD ↗ | General Dynamics Corp | Sale (Partial) | Joint | $1,001 - $15,000 | Jun 14, 2025 | 25d |
| May 20, 2025 | GOOGL ↗ | Alphabet Inc | Purchase | Joint | $1,001 - $15,000 | Jun 14, 2025 | 25d |
| May 13, 2025 | VLO ↗ | Valero Energy Corp | Sale | Joint | $1,001 - $15,000 | Jun 14, 2025 | 32d |
| May 20, 2025 | NRG ↗ | NRG Energy Inc | Sale | Joint | $1,001 - $15,000 | Jun 14, 2025 | 25d |
| May 20, 2025 | HD ↗ | Home Depot | Purchase | Joint | $1,001 - $15,000 | Jun 14, 2025 | 25d |
| May 16, 2025 | TBLL ↗ | Invesco Short Term Treasury ETF | Sale (Partial) | Joint | $1,001 - $15,000 | Jun 14, 2025 | 29d |
| May 30, 2025 | RTX ↗ | RTX Corp | Purchase | Joint | $1,001 - $15,000 | Jun 14, 2025 | 15d |
| May 20, 2025 | DTE ↗ | DTE Energy Co | Sale | Joint | $1,001 - $15,000 | Jun 14, 2025 | 25d |
| Apr 16, 2025 | AMAT ↗ | Applied Materials Inc | Sale | Joint | $1,001 - $15,000 | May 14, 2025 | 28d |
| Apr 8, 2025 | AVGO ↗ | Broadcom Inc | Purchase | Joint | $1,001 - $15,000 | May 14, 2025 | 36d |
| Apr 15, 2025 | META ↗ | Meta Platforms Inc | Purchase | Joint | $1,001 - $15,000 | May 14, 2025 | 29d |
| Apr 16, 2025 | GILD ↗ | Gilead Sciences Inc | Sale | Joint | $1,001 - $15,000 | May 14, 2025 | 28d |
| Apr 15, 2025 | BAC ↗ | Bank of America Corp | Sale | Joint | $1,001 - $15,000 | May 14, 2025 | 29d |
| Apr 8, 2025 | JPM ↗ | JP Morgan Chase & Company | Sale (Partial) | Joint | $1,001 - $15,000 | May 14, 2025 | 36d |
| Apr 8, 2025 | FTGC ↗ | FIRST TR GLOBAL TACTICAL CMD | Purchase | Joint | $1,001 - $15,000 | May 14, 2025 | 36d |
| Apr 8, 2025 | CL ↗ | Colgate-Palmolive Co | Purchase | Joint | $1,001 - $15,000 | May 14, 2025 | 36d |
| Apr 9, 2025 | HYG ↗ | iShares iBoxx High Yield Corporate Bond ... | Purchase | Joint | $1,001 - $15,000 | May 14, 2025 | 35d |
| Apr 16, 2025 | LRCX ↗ | Lam Research Corp | Sale (Partial) | Joint | $1,001 - $15,000 | May 14, 2025 | 28d |
| Apr 22, 2025 | CRM ↗ | Salesforce Inc | Sale (Partial) | Joint | $1,001 - $15,000 | May 14, 2025 | 22d |
| Apr 8, 2025 | FTGC ↗ | First Trust Global Tactical Commodity St... | Purchase | Joint | $1,001 - $15,000 | May 14, 2025 | 36d |
| Apr 9, 2025 | HYG ↗ | iShares iBoxx $ High Yield Corporate Bon... | Purchase | Joint | $1,001 - $15,000 | May 14, 2025 | 35d |
| Apr 9, 2025 | SHY ↗ | iShares 1-3 Year Treasury Bond ETF | Sale (Partial) | Joint | $1,001 - $15,000 | May 14, 2025 | 35d |
| Apr 8, 2025 | JPM ↗ | JPMorgan Chase & Co | Sale | Joint | $1,001 - $15,000 | May 14, 2025 | 36d |
| Apr 16, 2025 | LRCX ↗ | Lam Research Corp | Sale | Joint | $1,001 - $15,000 | May 14, 2025 | 28d |
| Apr 16, 2025 | AMAT ↗ | Applied Materials | Sale (Partial) | Joint | $1,001 - $15,000 | May 14, 2025 | 28d |
| Apr 8, 2025 | IVW ↗ | iShares S&P 500 Growth ETF | Sale (Full) | Joint | $1,001 - $15,000 | May 14, 2025 | 36d |
| Apr 8, 2025 | IVW ↗ | iShares S&P 500 Growth ETF | Sale | Joint | $1,001 - $15,000 | May 14, 2025 | 36d |
| Apr 16, 2025 | MSFT ↗ | Microsoft Corp | Purchase | Joint | $1,001 - $15,000 | May 14, 2025 | 28d |
| Apr 9, 2025 | SHY ↗ | iShares 1-3 Year Treasury Bond ETF | Sale | Joint | $1,001 - $15,000 | May 14, 2025 | 35d |
| Apr 16, 2025 | UNH ↗ | Unitedhealth Group Inc | Purchase | Joint | $1,001 - $15,000 | May 14, 2025 | 28d |
| Apr 16, 2025 | ORCL ↗ | Oracle Corp | Purchase | Joint | $1,001 - $15,000 | May 14, 2025 | 28d |
| Apr 22, 2025 | MSFT ↗ | Microsoft Corp | Purchase | Joint | $1,001 - $15,000 | May 14, 2025 | 22d |
| Apr 22, 2025 | CRM ↗ | salesforce.com Inc | Sale | Joint | $1,001 - $15,000 | May 14, 2025 | 22d |
| Apr 8, 2025 | AVGO ↗ | Broadcom Inc. - Common Stock | Purchase | Joint | $1,001 - $15,000 | May 14, 2025 | 36d |
| Apr 15, 2025 | BAC ↗ | Bank of America Corp | Sale (Partial) | Joint | $1,001 - $15,000 | May 14, 2025 | 29d |
| Apr 16, 2025 | GILD ↗ | Gilead Sciences Inc | Sale (Full) | Joint | $1,001 - $15,000 | May 14, 2025 | 28d |
| Apr 8, 2025 | COLPAL ↗ | COLGATE PALMOLIVE LTD. | Purchase | Joint | $1,001 - $15,000 | May 14, 2025 | 36d |
| Mar 19, 2025 | IVW ↗ | iShares S&P 500 Growth ETF | Sale (Partial) | Joint | $1,001 - $15,000 | Apr 20, 2025 | 32d |
| Mar 19, 2025 | IVW ↗ | iShares S&P 500 Growth ETF | Sale | Joint | $1,001 - $15,000 | Apr 20, 2025 | 32d |
| Mar 19, 2025 | DTE ↗ | Dte Energy Company | Sale (Full) | Joint | $1,001 - $15,000 | Apr 20, 2025 | 32d |
| Mar 19, 2025 | AMAT ↗ | Applied Materials | Purchase | Joint | $1,001 - $15,000 | Apr 20, 2025 | 32d |
| Mar 19, 2025 | AMAT ↗ | Applied Materials Inc | Purchase | Joint | $1,001 - $15,000 | Apr 20, 2025 | 32d |
| Mar 5, 2025 | TBLL ↗ | INVESCO SHORT TERM TREAS ETF | Purchase | Joint | $1,001 - $15,000 | Apr 20, 2025 | 46d |
| Mar 19, 2025 | TBLL ↗ | INVESCO SHORT TERM TREAS ETF | Purchase | Joint | $1,001 - $15,000 | Apr 20, 2025 | 32d |
| Mar 19, 2025 | DTE ↗ | DTE Energy Co | Sale | Joint | $1,001 - $15,000 | Apr 20, 2025 | 32d |
| Mar 5, 2025 | TBLL ↗ | Invesco Short Term Treasury ETF | Purchase | Joint | $1,001 - $15,000 | Apr 20, 2025 | 46d |
| Mar 19, 2025 | TBLL ↗ | Invesco Short Term Treasury ETF | Purchase | Joint | $1,001 - $15,000 | Apr 20, 2025 | 32d |
| Feb 4, 2025 | AMZN ↗ | Amazon.com Inc | Purchase | Joint | $1,001 - $15,000 | Mar 6, 2025 | 30d |
| Feb 4, 2025 | QSR ↗ | Restaurant Brands International | Sale (Full) | Joint | $1,001 - $15,000 | Mar 6, 2025 | 30d |
| Feb 14, 2025 | MSFT ↗ | Microsoft Corp | Purchase | Joint | $1,001 - $15,000 | Mar 6, 2025 | 20d |
| Feb 26, 2025 | ECL ↗ | Ecolab Inc | Purchase | Joint | $1,001 - $15,000 | Mar 6, 2025 | 8d |
| Feb 13, 2025 | BSX ↗ | Boston Scientific Corp | Purchase | Joint | $1,001 - $15,000 | Mar 6, 2025 | 21d |
Showing 1 to 500 out of 778 results