51 purchases · 32 sales · 83 total

Purchases

51 trades
DateSymbolAmountAsset
2026-03-20 SPYM $1,001 - $15,000 TRADR 2X LONG SPY MNTHLY ETF Joint
2026-03-19 FTGC $1,001 - $15,000 FIRST TR GLOBAL TACTICAL CMD Joint
2026-03-19 NVDA $1,001 - $15,000 NVIDIA Corporation Joint
2026-03-19 VEA $1,001 - $15,000 Vanguard FTSE Developed Markets ETF Joint
2026-03-13 ARES $1,001 - $15,000 Ares Management Corp Joint
2026-03-05 MSFT $1,001 - $15,000 Microsoft Corp Joint
2026-02-27 NTAP $1,001 - $15,000 NetApp Inc Joint
2026-02-26 KR $1,001 - $15,000 The Kroger Co Joint
2026-02-13 MSFT $1,001 - $15,000 Microsoft Corp Joint
2026-02-06 TLH $1,001 - $15,000 iShares 10-20 Year Treasury Bond ETF Joint
2026-02-06 XTWO $15,001 - $50,000 BONDBLOXX BL T Y T D U T ETF Joint
2026-02-06 CMBS $1,001 - $15,000 iShares CMBS ETF Joint
2026-02-06 UBER $1,001 - $15,000 Uber Technologies Inc Joint
2026-02-06 GIGB $1,001 - $15,000 Goldman Sachs Access Investment Grade Corporate Bond ETF Joint
2026-02-06 EMB $1,001 - $15,000 iShares JPMorgan USD Emerging Markets Bond Fund Joint
2026-02-06 IEF $1,001 - $15,000 iShares 7-10 Year Treasury Bond ETF Joint
2026-01-29 ETN $1,001 - $15,000 Eaton Corp PLC Joint
2026-01-29 CAT $1,001 - $15,000 Caterpillar Inc Joint
2026-01-29 PYPL $1,001 - $15,000 PayPal Holdings Inc Joint
2026-01-29 CVS $1,001 - $15,000 CVS Health Corp Joint
2026-01-29 PYPL $1,001 - $15,000 Paypal Holdings Joint
2026-01-29 ETN $1,001 - $15,000 Eaton Corp Joint
2026-01-29 CAT $1,001 - $15,000 Caterpillar Inc Joint
2026-01-29 CVS $1,001 - $15,000 CVS Corp Joint
2026-01-26 DXCM $1,001 - $15,000 DexCom Inc Joint
2026-01-26 DXCM $1,001 - $15,000 Dexcom Inc Joint
2026-01-23 TBLL $1,001 - $15,000 INVESCO SHORT TERM TREAS ETF Joint
2026-01-23 TPYP $1,001 - $15,000 Managed Portfolio Series Tortoise North American Pipeline Fund Joint
2026-01-23 MBB $1,001 - $15,000 iShares MBS ETF Joint
2026-01-23 EIPI $1,001 - $15,000 FT EGY PARTNER ENHANCED ETF Joint
2026-01-23 RNWGX $1,001 - $15,000 NEW WORLD FUND INC Joint
2026-01-23 FTGC $1,001 - $15,000 FIRST TR GLOBAL TACTICAL CMD Joint
2026-01-23 CMBS $1,001 - $15,000 iShares CMBS ETF Joint
2026-01-23 VNQI $1,001 - $15,000 Vanguard Global ex-U.S. Real Estate ETF Joint
2026-01-23 IVV $1,001 - $15,000 iShares Core S&P 500 ETF Joint
2026-01-23 GIGB $1,001 - $15,000 Goldman Sachs Access Investment Grade Corporate Bond ETF Joint
2026-01-23 GEM $1,001 - $15,000 Goldman Sachs ActiveBeta Emerging Markets Equity ETF Joint
2026-01-23 JMBS $1,001 - $15,000 Janus Henderson Mortgage-Backed Securities ETF Joint
2026-01-23 GIGB $1,001 - $15,000 Goldman Sachs Access Investment Grade Corporate Bo Joint
2026-01-23 VNQI $1,001 - $15,000 Vanguard Global ex-U.S. Real Estate ETF Joint
2026-01-23 GEM $1,001 - $15,000 Goldman Sachs ActiveBeta Emerging Markets Equity E Joint
2026-01-23 TBLL $1,001 - $15,000 Invesco Short Term Treasury ETF Joint
2026-01-23 CMBS $1,001 - $15,000 iShares CMBS Bond ETF Joint
2026-01-23 EIPI $1,001 - $15,000 First Trust Exchange-Traded Fund VIII FT Energy In Joint
2026-01-23 LITP $1,001 - $15,000 Sprott Lithium Miners ETF Joint
2026-01-23 JMBS $1,001 - $15,000 Janus Henderson Mortgage-Backed Securities ETF Joint
2026-01-23 MBB $1,001 - $15,000 iShares MBS ETF Joint
2026-01-23 TPYP $1,001 - $15,000 Tortoise Capital Series Trust Tortoise North Ameri Joint
2026-01-23 IVV $1,001 - $15,000 iShares Core S&P 500 ETF Joint
2026-01-23 RNWGX $1,001 - $15,000 New World Fund Inc. Cl R-6 Joint
2026-01-23 FTGC $1,001 - $15,000 First Trust Global Tactical Commodity Strategy Fun Joint

Sales

32 trades
DateSymbolAmountAsset
2026-03-20 TPYP $1,001 - $15,000 Managed Portfolio Series Tortoise North American Pipeline Fund Joint
2026-03-19 JNJ $1,001 - $15,000 Johnson & Johnson Joint
2026-03-19 BBEU $15,001 - $50,000 JPMORGAN BETABULDR EUROP ETF Joint
2026-02-27 AMAT $1,001 - $15,000 Applied Materials Inc Joint
2026-02-26 PG $1,001 - $15,000 The Procter & Gamble Co Joint
2026-02-19 UNP $1,001 - $15,000 Union Pacific Corp Joint
2026-02-13 ADBE $1,001 - $15,000 Adobe Inc Joint
2026-02-06 DBLEX $1,001 - $15,000 DOUBLELINE EMERGING MARKETS FIXED INCOME FUND Joint
2026-02-06 MBB $1,001 - $15,000 iShares MBS ETF Joint
2026-02-06 AGZ $1,001 - $15,000 iShares Agency Bond ETF Joint
2026-02-06 SHY $15,001 - $50,000 iShares 1-3 Year Treasury Bond ETF Joint
2026-02-06 JMBS $1,001 - $15,000 Janus Henderson Mortgage-Backed Securities ETF Joint
2026-01-29 UNP $1,001 - $15,000 Union Pacific Corp Joint
2026-01-29 FISV $1,001 - $15,000 Fiserv Inc Joint
2026-01-29 OMC $1,001 - $15,000 Omnicom Group Inc Joint
2026-01-29 IVW $1,001 - $15,000 iShares S&P 500 Growth ETF Joint
2026-01-29 OMC $1,001 - $15,000 Omnicom Group Inc Joint
2026-01-29 IVW $1,001 - $15,000 iShares S&P 500 Growth ETF Joint
2026-01-29 UNP $1,001 - $15,000 Union Pacific Corp Joint
2026-01-29 FISV $1,001 - $15,000 Fiserv Inc Joint
2026-01-26 MU $1,001 - $15,000 Micron Technology Inc Joint
2026-01-26 MU $1,001 - $15,000 Micron Technology Joint
2026-01-23 MDY $1,001 - $15,000 SPDR MidCap 400 ETF Trust Joint
2026-01-23 PPLT $1,001 - $15,000 ABRDN PHYSICAL PLATIN SH ETF Joint
2026-01-23 PALL $1,001 - $15,000 ABRDN PHYSICAL PALLAD SH ETF Joint
2026-01-23 SLV $1,001 - $15,000 iShares Silver Trust Joint
2026-01-23 IWM $1,001 - $15,000 iShares Trust - iShares Russell 2000 ETF Joint
2026-01-23 PPLT $1,001 - $15,000 abrdn Physical Platinum Shares ETF Joint
2026-01-23 PALL $1,001 - $15,000 abrdn Physical Palladium Shares ETF Joint
2026-01-23 SLV $1,001 - $15,000 iShares Silver Trust Joint
2026-01-23 MDY $1,001 - $15,000 SPDR S&P MidCap 400 ETF Trust Joint
2026-01-23 IWM $1,001 - $15,000 iShares Russell 2000 ETF Joint