20 purchases · 8 sales · 28 total

Purchases

20 trades
DateSymbolAmountAsset
2026-06-30 N/A $1,001 - $15,000 Oaktree Strategic Credit Fund Class S Filing ↗
2026-05-29 N/A $1,001 - $15,000 KKR Real Estate Select Trust Class U Spouse Filing ↗
2026-05-27 N/A $1,001 - $15,000 OAKTREE STRATEGIC CREDIT Filing ↗
2026-05-01 N/A $1,001 - $15,000 APOLLO DEBT SOLUTIONS BDC Filing ↗
2026-04-28 N/A $1,001 - $15,000 ALPHAKEYS BLACKSTONE LIFE Spouse Filing ↗
2026-03-30 N/A $1,001 - $15,000 Oaktree Strategic Credit Fund Class S Filing ↗
2026-03-27 N/A $1,001 - $15,000 Apollo Debt Solutions BDC Class S Filing ↗
2026-03-04 IBIT $100,001 - $250,000 siness iShares Bitcoin Trust ETF (IBIT) Spouse Filing ↗
2026-03-03 N/A $1,001 - $15,000 Apollo Debt Solutions BDC Class S Filing ↗
2026-02-27 N/A $1,001 - $15,000 OAKTREE STRATEGIC CREDIT Filing ↗
2026-02-18 N/A $15,001 - $50,000 US TSY BOND DUE 02/15/36 Spouse Filing ↗
2026-02-06 N/A $1,001 - $15,000 OAKTREE STRATEGIC CREDIT Filing ↗
2026-02-04 N/A $1,001 - $15,000 APOLLO DEBT SOLUTIONS BDC Filing ↗
2026-02-04 KRSOX $1,001 - $15,000 KKR Real Estate Select Trust Class U Spouse Filing ↗
2026-01-05 KRSOX $1,001 - $15,000 KKR Real Estate Select Trust Class U Filing ↗
2025-12-31 N/A $50,001 - $100,000 BANK OF NOVA SCOTIA JT Filing ↗
2025-12-31 N/A $50,001 - $100,000 BNP PARIBAS Spouse Filing ↗
2025-12-30 N/A $1,001 - $15,000 APOLLO DEBT SOLUTIONS BDC Filing ↗
2025-12-26 N/A $250,001 - $500,000 COATUE INNOVATION FUND Spouse Filing ↗
2025-12-26 N/A $50,001 - $100,000 SL PARTNERS VII (ICAPITAL), L.P. Spouse Filing ↗

Sales

8 trades
DateSymbolAmountAsset
2026-05-29 N/A $1,001 - $15,000 KKR Real Estate Select Trust Class U Spouse Filing ↗
2026-05-27 N/A $1,001 - $15,000 OAKTREE STRATEGIC CREDIT Filing ↗
2026-05-01 N/A $1,001 - $15,000 APOLLO DEBT SOLUTIONS BDC Filing ↗
2026-02-19 N/A $100,001 - $250,000 BARCLAYS BANK PLC TAR-SS INTL Spouse Filing ↗
2026-02-17 N/A $15,001 - $50,000 US TSY NOTE DUE 02/15/26 Filing ↗
2026-02-15 N/A $1,001 - $15,000 US TSY DUE 02/15/26 Spouse Filing ↗
2025-12-22 N/A $1,001 - $15,000 S (partial) Filing ↗
2025-12-22 N/A $1,001 - $15,000 S (partial) Spouse Filing ↗