23 purchases · 17 sales · 40 total

Purchases

23 trades
DateSymbolAmountAsset
2026-07-28 N/A $1,001 - $15,000 Invesco ETF TR II S&P Small Cap XSHQ JT Filing ↗ OCR
2026-07-28 N/A $1,001 - $15,000 Ishares Tr Ishares Core MSCI Europe IEUR JT Filing ↗ OCR
2026-07-28 N/A $1,001 - $15,000 Proshares Tr S&P Mid Cap 400 REGL JT Filing ↗ OCR
2026-07-28 XAR $1,001 - $15,000 Spdr Ser Tr Aerospace & Defense XAR JT Filing ↗ OCR
2026-07-28 SPTI $15,001 - $50,000 Spdr Ser Tr Inter Tern Treas ETF SPTI JT Filing ↗ OCR
2026-07-28 VPL $1,001 - $15,000 Vanguard Intl Equity Pacific ETF VPL JT Filing ↗ OCR
2026-06-09 ZTS $15,001 - $50,000 Zoetis Inc JT Filing ↗ OCR
2026-04-28 SHLD $1,001 - $15,000 Global X Fds Global X Def Tech ETF - SHLD JT Filing ↗ OCR
2026-04-28 SPYG $1,001 - $15,000 SPDR Ser Tr State Str Spdr - SPYG JT Filing ↗ OCR
2026-04-28 SPYV $1,001 - $15,000 SPDR Ser Tr State STR Spdr - SPYV JT Filing ↗ OCR
2026-04-28 SDY $1,001 - $15,000 SPDR Ser Tr State Street Spdr - SDY JT Filing ↗ OCR
2026-04-28 XLE $1,001 - $15,000 Select Sec Spdr Tr State Street - XLE JT Filing ↗ OCR
2026-04-28 VPL $1,001 - $15,000 Vanguard Intl Equity Index - VPL JT Filing ↗ OCR
2026-04-28 GLDM $1,001 - $15,000 World Gold Tr Spdr Gold Minishares - GLDM JT Filing ↗ OCR
2026-02-23 ACN $15,001 - $50,000 Accenture PLC Ireland SHS CL A (ACN) JT Filing ↗ OCR
2026-02-20 ADBE $1,001 - $15,000 Adobe Sys Inc Com (ADBE) JT Filing ↗ OCR
2026-02-20 NOW $1,001 - $15,000 Servicenow Inc Com (NOW) JT Filing ↗ OCR
2026-02-20 UNH $15,001 - $50,000 United Health Group Inc Com (UNH) JT Filing ↗ OCR
2026-01-28 N/A $1,001 - $15,000 Ishares TR 3-7 Yr Treas Bd ETF TLH JT Filing ↗ OCR
2026-01-28 N/A $1,001 - $15,000 Ishares Inc MSCI Global Mtis Mng Prod PICK JT Filing ↗ OCR
2026-01-28 N/A $1,001 - $15,000 SPDR Ser Tr State STR SPDR Port SPMB JT Filing ↗ OCR
2026-01-28 N/A $1,001 - $15,000 SPDR Ser Tr State STR SPDR Prt Val SPYV JT Filing ↗ OCR
2026-01-28 GDX $1,001 - $15,000 Vaneck ETF TR Gold Miners ETF GDX. JT Filing ↗ OCR

Sales

17 trades
DateSymbolAmountAsset
2026-07-28 N/A $1,001 - $15,000 GlobalXFds GlobalXDefense Tech ETF SHLD JT Filing ↗ OCR
2026-07-28 N/A $15,001 - $50,000 Ishares Tr 10 20 Yr Treas Bd ETF TLH JT Filing ↗ OCR
2026-07-28 SPYG $1,001 - $15,000 SPDR Ser Tr State Str Spdr Port SPYG JT Filing ↗ OCR
2026-07-28 GDX $1,001 - $15,000 Vaneck ETF Tr Gold Miners GDX JT Filing ↗ OCR
2026-07-28 GLDM $1,001 - $15,000 World Gold Tr Spdr Gold Minishares GLDM JT Filing ↗ OCR
2026-06-09 TSCO $1,001 - $15,000 Tractor Supply Co JT Filing ↗ OCR
2026-04-28 IEI $1,001 - $15,000 Ishares Tr 3-7 yr Treas Bd ETF - IEI JT Filing ↗ OCR
2026-04-28 HYBB $15,001 - $50,000 Ishares Tr BB Rated Corp Bd ETF - HYBB JT Filing ↗ OCR
2026-04-28 SPDW $1,001 - $15,000 SPDR Index Shs Fds State Str Spdr - SPDW JT Filing ↗ OCR
2026-04-28 SPMB $1,001 - $15,000 SPDR Ser Tr State Str Spdr - SPMB JT Filing ↗ OCR
2026-02-20 EEFT $1,001 - $15,000 Euronet Worldwide Inc Com (EEFT) JT Filing ↗ OCR
2026-02-20 PYPL $1,001 - $15,000 Paypal Hldgs Inc Com (PYPL) JT Filing ↗ OCR
2026-02-20 PINS $1,001 - $15,000 Pinterest Inc CL A (PINS) JT Filing ↗ OCR
2026-01-28 N/A $1,001 - $15,000 Proshares Tr S&P Midcap 400 REGL JT Filing ↗ OCR
2026-01-28 MDYG $1,001 - $15,000 SPDR Ser Tr State St Spdr Mid Cap MDYG JT Filing ↗ OCR
2026-01-28 MDYV $1,001 - $15,000 SPDR Ser Tr State St Mid Cap Val MDYV JT Filing ↗ OCR
2026-01-28 GLDM $1,001 - $15,000 World Gold Tr Spdr Gold Mini Tr GLDM JT Filing ↗ OCR