| JPM JPMorgan Chase & Co. | $200.44 +0.9% | Purchase $1,001 - $15,000 | 5/12/2024 | 4/30/2024 | +4.5%
|
| ET Energy Transfer | $15.73 -0.6% | Purchase $1,001 - $15,000 | 5/6/2024 | 4/30/2024 | 0.0%
|
| CWEN Clearway Energy | $27.44 +2.0% | Purchase $15,001 - $50,000 | 5/8/2024 | 4/26/2024 | +18.6%
|
| NGL NGL Energy Partners | $5.60 -0.4% | Sale $100,001 - $250,000 | 5/7/2024 | 4/25/2024 | -4.8%
|
| JPM JPMorgan Chase & Co. | $200.44 +0.9% | Purchase $15,001 - $50,000 | 5/7/2024 | 4/24/2024 | +3.8%
|
| HXL Hexcel | $72.49 +1.3% | Sale $15,001 - $50,000 | 5/7/2024 | 4/24/2024 | +14.6%
|
| QCOM QUALCOMM | $187.47 +1.8% | Purchase $1,001 - $15,000 | 5/1/2024 | 4/24/2024 | +14.6%
|
| GS The Goldman Sachs Group | $460.48 +1.5% | Purchase $1,001 - $15,000 | 5/1/2024 | 4/24/2024 | +8.9%
|
| BRK.B Berkshire Hathaway | $408.82 -0.6% | Purchase $1,001 - $15,000 | 5/1/2024 | 4/24/2024 | +0.7%
|
| HD Home Depot | $337.90 -0.9% | Purchase $1,001 - $15,000 | 5/1/2024 | 4/24/2024 | +1.5%
|
| TSCO Tractor Supply | $274.57 +1.1% | Purchase $1,001 - $15,000 | 5/1/2024 | 4/24/2024 | +6.4%
|
| HSY Hershey | $207.30 -1.1% | Purchase $1,001 - $15,000 | 5/1/2024 | 4/24/2024 | +10.2%
|
| MSFT Microsoft | $413.02 -0.2% | Purchase $1,001 - $15,000 | 5/1/2024 | 4/24/2024 | +1.0%
|
| JPM JPMorgan Chase & Co. | $200.44 +0.9% | Sale (Partial) $1,001 - $15,000 | 5/13/2024 | 4/23/2024 | +4.3%
|
| MSFT Microsoft | $413.02 -0.2% | Sale (Partial) $1,001 - $15,000 | 5/13/2024 | 4/23/2024 | +1.3%
|
| AAPL Apple | $186.79 +0.3% | Sale (Partial) $1,001 - $15,000 | 5/13/2024 | 4/23/2024 | +11.9%
|
| FMAO Farmers & Merchants Bancorp | $23.30 +3.4% | Purchase $1,001 - $15,000 | 4/20/2024 | 4/20/2024 | +11.0%
|
| MSFT Microsoft | $413.02 -0.2% | Sale $1,001 - $15,000 | 5/5/2024 | 4/17/2024 | +0.3%
|
| JMBS Janus Henderson Mortgage-Backed Securities ETF | $44.36 +0.2% | Purchase $1,001 - $15,000 | 5/7/2024 | 4/16/2024 | +1.9%
|
| CMBS iShares CMBS ETF | $46.40 +0.3% | Sale (Partial) $1,001 - $15,000 | 5/7/2024 | 4/16/2024 | +0.8%
|
| HTGC Hercules Capital | $19.38 +1.5% | Purchase $1,001 - $15,000 | 5/6/2024 | 4/16/2024 | +7.7%
|
| GS The Goldman Sachs Group | $460.48 +1.5% | Sale (Partial) $250,001 - $500,000 | 4/24/2024 | 4/15/2024 | +14.9%
|
| EFA iShares MSCI EAFE ETF | $80.67 +0.4% | Sale (Partial) $15,001 - $50,000 | 5/7/2024 | 4/11/2024 | +2.8%
|
| SCZ iShares MSCI EAFE Small-Cap ETF | $63.87 +0.3% | Purchase $15,001 - $50,000 | 5/7/2024 | 4/11/2024 | +1.9%
|
| VLO Valero Energy | $154.69 -0.8% | Sale (Partial) $1,001 - $15,000 | 4/30/2024 | 4/11/2024 | -12.6%
|
| ENB Enbridge | $36.71 -1.2% | Purchase $1,001 - $15,000 | 4/30/2024 | 4/11/2024 | +6.3%
|
| IBM International Business Machines | $166.85 -0.4% | Sale $1,001 - $15,000 | 5/2/2024 | 4/10/2024 | -10.3%
|
| MRK Merck & Co., Inc. | $128.10 -0.9% | Sale $1,001 - $15,000 | 5/2/2024 | 4/10/2024 | +1.1%
|
| ABBV AbbVie | $160.35 -0.6% | Sale $1,001 - $15,000 | 5/2/2024 | 4/10/2024 | -5.1%
|
| HON Honeywell International | $203.22 -0.3% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +3.9%
|
| NVDA NVIDIA | $907.16 +0.4% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +4.2%
|
| ACN Accenture | $308.68 +0.4% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -4.8%
|
| RTX RTX | $105.73 -0.1% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +4.3%
|
| DE Deere & Company | $414.94 +1.7% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +0.7%
|
| CRM Salesforce | $276.19 -0.5% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -7.8%
|
| MPC Marathon Petroleum | $171.46 -3.6% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -18.8%
|
| ELV Elevance Health | $533.81 -0.9% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +5.2%
|
| NKE NIKE | $93.33 +0.7% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +4.9%
|
| DHR Danaher | $255.81 +1.7% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +4.1%
|
| EL Estée Lauder Companies | $133.97 -0.5% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -7.5%
|
| CSX CSX | $33.97 -1.6% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -4.1%
|
| VFC V.F. | $12.96 +1.1% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -4.0%
|
| INTU Intuit | $632.66 +0.9% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +0.7%
|
| FMC FMC | $67.11 +0.6% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +7.9%
|
| HSY Hershey | $207.30 -1.1% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +7.9%
|
| ADI Analog Devices | $211.69 +1.6% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +7.8%
|
| NOW ServiceNow | $721.02 -1.2% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -6.2%
|
| PEP PepsiCo | $178.83 -1.1% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +5.8%
|
| NI NiSource | $28.78 -0.1% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +5.4%
|
| FTNT Fortinet | $59.92 +0.5% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -12.1%
|
| BKNG Booking | $3,739.79 -0.1% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +4.3%
|
| LLY Eli Lilly and Company | $755.62 -0.3% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -0.7%
|
| AVGO Broadcom | $1,346.48 +0.7% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +1.8%
|
| NFLX Netflix | $617.33 +0.1% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -0.2%
|
| PG Procter & Gamble | $164.26 -1.0% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +4.5%
|
| MSFT Microsoft | $413.02 -0.2% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -2.4%
|
| DG Dollar General | $139.29 +1.0% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -9.9%
|
| CVX Chevron | $163.65 -0.5% | Sale $15,001 - $50,000 | 4/11/2024 | 4/10/2024 | +0.6%
|
| KMI Kinder Morgan | $19.30 +0.8% | Sale $1,001 - $15,000 | 4/11/2024 | 4/10/2024 | +5.6%
|
| T AT&T | $17.27 +0.1% | Sale $1,001 - $15,000 | 4/11/2024 | 4/10/2024 | +3.2%
|
| ET Energy Transfer | $15.73 -0.6% | Sale $1,001 - $15,000 | 4/11/2024 | 4/10/2024 | -0.4%
|
| XOM Exxon Mobil | $116.96
| Sale $15,001 - $50,000 | 4/11/2024 | 4/10/2024 | -4.3%
|
| NS NuStar Energy | $21.96
| Sale $1,001 - $15,000 | 4/11/2024 | 4/10/2024 | +1.6%
|
| SPGI S&P Global | $420.86 -1.7% | Sale (Partial) $1,001 - $15,000 | 5/13/2024 | 4/9/2024 | -3.3%
|
| MSFT Microsoft | $413.02 -0.2% | Sale (Partial) $1,001 - $15,000 | 5/13/2024 | 4/9/2024 | -3.1%
|
| GWW W.W. Grainger | $948.00 -0.1% | Sale (Partial) $1,001 - $15,000 | 5/13/2024 | 4/9/2024 | -5.9%
|
| AAPL Apple | $186.79 +0.3% | Sale (Partial) $1,001 - $15,000 | 5/13/2024 | 4/9/2024 | +10.1%
|
| ASC Ardmore Shipping | $21.59 +2.2% | Purchase $1,001 - $15,000 | 5/6/2024 | 4/9/2024 | +37.3%
|
| BRP The Baldwin Insurance Group | $30.45 +1.3% | Sale $1,001 - $15,000 | 4/23/2024 | 4/9/2024 | +6.2%
|
| DGX Quest Diagnostics | $138.52 -1.6% | Sale $1,001 - $15,000 | 5/4/2024 | 4/4/2024 | +5.3%
|
| CAT Caterpillar | $358.94 +0.6% | Sale $1,001 - $15,000 | 5/4/2024 | 4/4/2024 | -2.9%
|
| V Visa | $275.84 -1.3% | Purchase $1,001 - $15,000 | 5/4/2024 | 4/4/2024 | +0.7%
|
| NKE NIKE | $93.33 +0.7% | Purchase $15,001 - $50,000 | 5/4/2024 | 4/4/2024 | +4.8%
|
| RTX RTX | $105.73 -0.1% | Purchase $1,001 - $15,000 | 5/4/2024 | 4/4/2024 | +6.5%
|
| TEL TE Connectivity | $148.37 +0.4% | Sale $15,001 - $50,000 | 5/4/2024 | 4/4/2024 | +2.7%
|
| SO Southern | $78.58 -0.2% | Purchase $15,001 - $50,000 | 5/4/2024 | 4/4/2024 | +12.2%
|
| BX Blackstone | $124.60 +2.0% | Sale $1,001 - $15,000 | 5/4/2024 | 4/4/2024 | -1.2%
|
| KR Kroger | $55.13 +0.4% | Sale $1,001 - $15,000 | 5/4/2024 | 4/4/2024 | -4.0%
|
| MCK McKesson | $551.97 -0.5% | Sale $15,001 - $50,000 | 5/4/2024 | 4/4/2024 | +3.2%
|
| MGA Magna International | $47.05 +0.2% | Sale $1,001 - $15,000 | 5/4/2024 | 4/4/2024 | -10.1%
|
| PODD Insulet | $168.12 +4.4% | Sale (Partial) $50,001 - $100,000 | 4/19/2024 | 4/4/2024 | +3.0%
|
| NEE NextEra Energy | $74.96 +0.5% | Sale (Partial) $100,001 - $250,000 | 4/19/2024 | 4/4/2024 | +17.6%
|
|
| FDX FedEx | $259.20 -2.9% | Purchase $1,001 - $15,000 | 4/10/2024 | 4/4/2024 | -5.9%
|
| UPS United Parcel Service | $149.89 -0.5% | Sale $1,001 - $15,000 | 4/10/2024 | 4/4/2024 | -0.1%
|
| ZTS Zoetis | $168.93 +0.6% | Sale (Partial) $1,001 - $15,000 | 5/2/2024 | 4/3/2024 | +3.7%
|
| LULU Lululemon Athletica | $349.92 +0.8% | Sale $15,001 - $50,000 | 5/7/2024 | 4/2/2024 | -7.4%
|
| COP ConocoPhillips | $120.93 -0.5% | Purchase $15,001 - $50,000 | 5/7/2024 | 4/2/2024 | -7.5%
|
| KO Coca-Cola | $62.88 -1.1% | Purchase $1,001 - $15,000 | 5/6/2024 | 4/1/2024 | +3.6%
|
| NGL NGL Energy Partners | $5.60 -0.4% | Sale $100,001 - $250,000 | 4/7/2024 | 4/1/2024 | -3.3%
|
| LMT Lockheed Martin | $467.64 -0.6% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/29/2024 | +2.8%
|
| HES Hess | $158.83 -0.5% | Sale (Full) $1,001 - $15,000 | 5/8/2024 | 3/28/2024 | +4.1%
|
| AMAT Applied Materials | $209.19 +1.2% | Purchase $1,001 - $15,000 | 5/8/2024 | 3/28/2024 | +1.4%
|
| DVN Devon Energy | $49.80 -0.2% | Purchase $15,001 - $50,000 | 4/12/2024 | 3/28/2024 | -0.8%
|
| DVN Devon Energy | $49.80 -0.2% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/28/2024 | -0.8%
|
| LIN Linde | $431.11 -0.8% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/28/2024 | -7.2%
|
| SNV Synovus Financial | $39.86 +0.9% | Sale $15,001 - $50,000 | 4/6/2024 | 3/28/2024 | -0.5%
|
| MOS Mosaic | $30.04 +2.0% | Sale (Full) $1,001 - $15,000 | 3/29/2024 | 3/28/2024 | -7.5%
|
| D Dominion Energy | $52.83 -0.4% | Purchase $1,001 - $15,000 | 3/29/2024 | 3/28/2024 | +7.4%
|
| NTR Nutrien | $57.51 +1.0% | Purchase $1,001 - $15,000 | 3/29/2024 | 3/28/2024 | +5.9%
|
| BRK.B Berkshire Hathaway | $408.82 -0.6% | Sale $15,001 - $50,000 | 3/28/2024 | 3/28/2024 | -2.7%
|
| UPS United Parcel Service | $149.89 -0.5% | Sale (Full) $100,001 - $250,000 | 4/12/2024 | 3/27/2024 | +1.7%
|
| XNGSY ENN Energy | $39.35 +0.6% | Purchase $1,001 - $15,000 | 4/7/2024 | 3/26/2024 | +28.1%
|
| WMB Williams Companies | $40.04 +1.0% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/25/2024 | +4.8%
|
| UL Unilever | $53.85 -0.1% | Sale (Full) $1,001 - $15,000 | 4/24/2024 | 3/22/2024 | +7.8%
|
| PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 4/12/2024 | 3/22/2024 | +5.5%
|
| AAPL Apple | $186.79 +0.3% | Sale $1,001 - $15,000 | 4/7/2024 | 3/22/2024 | +8.4%
|
| BRP The Baldwin Insurance Group | $30.45 +1.3% | Sale $1,000,001 - $5,000,000 | 4/23/2024 | 3/21/2024 | +2.0%
|
| WBA Walgreens Boots Alliance | $18.30 +1.0% | Purchase $15,001 - $50,000 | 4/15/2024 | 3/21/2024 | -12.0%
|
| HUMA Humacyte | $6.60 +20.4% | Purchase $1,001 - $15,000 | 4/15/2024 | 3/21/2024 | +83.3%
|
| RTX RTX | $105.73 -0.1% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/21/2024 | +12.2%
|
| HD Home Depot | $337.90 -0.9% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/21/2024 | -14.5%
|
| HUMA Humacyte | $6.60 +20.4% | Purchase $15,001 - $50,000 | 4/15/2024 | 3/21/2024 | +83.3%
|
| PARA Paramount Global | $13.21 +1.5% | Purchase $15,001 - $50,000 | 4/15/2024 | 3/21/2024 | +11.8%
|
| HD Home Depot | $337.90 -0.9% | Purchase $1,001 - $15,000 | 4/9/2024 | 3/21/2024 | -14.5%
|
| SQ Block | $71.18 +2.1% | Purchase $1,001 - $15,000 | 4/7/2024 | 3/21/2024 | -15.3%
|
| SOFI SoFi Technologies | $7.53 +5.9% | Sale (Full) $1,001 - $15,000 | 3/29/2024 | 3/21/2024 | +1.2%
|
| INOD Innodata | $11.24 +1.6% | Sale (Full) $1,001 - $15,000 | 3/29/2024 | 3/21/2024 | +72.9%
|
| UNH UnitedHealth Group | $509.77 -0.4% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/19/2024 | +3.3%
|
| AMD Advanced Micro Devices | $152.45 +1.3% | Purchase $1,001 - $15,000 | 4/7/2024 | 3/18/2024 | -20.0%
|
| D Dominion Energy | $52.83 -0.4% | Sale $1,001 - $15,000 | 3/22/2024 | 3/18/2024 | +8.9%
|
| LDOS Leidos | $145.84 -0.2% | Sale $1,001 - $15,000 | 3/22/2024 | 3/18/2024 | +15.4%
|
| SAIC Science Applications International | $134.91 +0.4% | Sale $1,001 - $15,000 | 3/22/2024 | 3/18/2024 | +5.1%
|
| NEE NextEra Energy | $74.96 +0.5% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/15/2024 | +24.7%
|
| MELI MercadoLibre | $1,702.99 +1.5% | Sale $1,001 - $15,000 | 4/7/2024 | 3/15/2024 | +13.6%
|
| AMD Advanced Micro Devices | $152.45 +1.3% | Purchase $1,001 - $15,000 | 4/7/2024 | 3/15/2024 | -20.2%
|
| TSLA Tesla | $177.67 +3.4% | Sale $1,001 - $15,000 | 4/7/2024 | 3/15/2024 | +8.6%
|
| ADBE Adobe | $476.87 -1.3% | Sale $1,001 - $15,000 | 4/7/2024 | 3/15/2024 | -3.2%
|
| AAPL Apple | $186.79 +0.3% | Sale $1,001 - $15,000 | 4/7/2024 | 3/15/2024 | +8.2%
|
| OCFC OceanFirst Financial | $15.77 +1.2% | Sale $1,001 - $15,000 | 4/7/2024 | 3/14/2024 | +7.2%
|
| SHLS Shoals Technologies Group | $7.23 +1.4% | Sale $1,001 - $15,000 | 4/7/2024 | 3/14/2024 | -38.8%
|
| DAVA Endava | $30.41 -0.2% | Sale $1,001 - $15,000 | 4/7/2024 | 3/14/2024 | -17.0%
|
| DHI D.R. Horton | $146.97 +0.1% | Purchase $1,001 - $15,000 | 4/7/2024 | 3/14/2024 | -2.2%
|
| INTA Intapp | $37.52 +2.4% | Sale $1,001 - $15,000 | 4/7/2024 | 3/14/2024 | +12.3%
|
| ADC Agree Realty | $60.16 +0.1% | Sale $1,001 - $15,000 | 4/7/2024 | 3/14/2024 | +9.0%
|
| BNTX BioNTech | $92.17 -0.6% | Sale $1,001 - $15,000 | 4/7/2024 | 3/14/2024 | -0.8%
|
| FOXF Fox Factory | $47.58 -0.4% | Sale $1,001 - $15,000 | 4/7/2024 | 3/14/2024 | +0.6%
|
| ASML ASML | $911.70 -0.6% | Purchase $15,001 - $50,000 | 4/24/2024 | 3/13/2024 | -5.9%
|
| INTC Intel | $30.91 +1.3% | Sale $15,001 - $50,000 | 4/24/2024 | 3/13/2024 | -28.5%
|
| CMCSA Comcast | $39.70
| Sale (Full) $15,001 - $50,000 | 4/24/2024 | 3/13/2024 | -8.3%
|
| AAPL Apple | $186.79 +0.3% | Sale $15,001 - $50,000 | 4/24/2024 | 3/13/2024 | +9.2%
|
| ADI Analog Devices | $211.69 +1.6% | Sale $15,001 - $50,000 | 4/24/2024 | 3/13/2024 | +6.6%
|
| AMAT Applied Materials | $209.19 +1.2% | Purchase $50,001 - $100,000 | 4/24/2024 | 3/13/2024 | +4.3%
|
| ADBE Adobe | $476.87 -1.3% | Sale (Full) $1,001 - $15,000 | 4/15/2024 | 3/13/2024 | -16.9%
|
| QCOM QUALCOMM | $187.47 +1.8% | Sale (Full) $15,001 - $50,000 | 4/15/2024 | 3/13/2024 | +10.8%
|
| SSDOY Shiseido | $29.79 +2.8% | Sale $1,001 - $15,000 | 4/7/2024 | 3/13/2024 | +6.4%
|
| TDG TransDigm Group | $1,262.50 -1.4% | Sale $1,001 - $15,000 | 4/7/2024 | 3/13/2024 | +6.3%
|
| SNPS Synopsys | $556.14 -0.2% | Sale $1,001 - $15,000 | 4/7/2024 | 3/13/2024 | -0.9%
|
| CRM Salesforce | $276.19 -0.5% | Sale $1,001 - $15,000 | 4/7/2024 | 3/13/2024 | -9.4%
|
| ADBE Adobe | $476.87 -1.3% | Sale $1,001 - $15,000 | 4/7/2024 | 3/13/2024 | -16.9%
|
| ETN Eaton | $328.00 -0.2% | Sale $1,001 - $15,000 | 4/7/2024 | 3/13/2024 | +9.2%
|
| MAR Marriott International | $236.89 -0.3% | Sale $1,001 - $15,000 | 4/7/2024 | 3/13/2024 | -5.8%
|
| DASTY Dassault Systèmes | $40.91 -0.5% | Purchase $1,001 - $15,000 | 4/7/2024 | 3/13/2024 | -11.7%
|
| SQM Sociedad Química y Minera de Chile | $49.05 +2.0% | Purchase $1,001 - $15,000 | 3/29/2024 | 3/13/2024 | -2.8%
|
| GLD SPDR Gold Shares | $217.23 +0.4% | Sale (Partial) $1,001 - $15,000 | 3/29/2024 | 3/13/2024 | +8.0%
|
| CEF Sprott Physical Gold and Silver Trust | $21.94 +0.3% | Sale (Partial) $1,001 - $15,000 | 3/29/2024 | 3/13/2024 | |
| AAPL Apple | $186.79 +0.3% | Sale (Full) $15,001 - $50,000 | 4/15/2024 | 3/12/2024 | +7.8%
|
| JPM JPMorgan Chase & Co. | $200.44 +0.9% | Sale (Full) $1,001 - $15,000 | 4/15/2024 | 3/12/2024 | +5.6%
|
| CSX CSX | $33.97 -1.6% | Sale (Full) $15,001 - $50,000 | 4/15/2024 | 3/12/2024 | -10.2%
|
| TXN Texas Instruments | $190.69 +1.5% | Sale (Full) $1,001 - $15,000 | 4/15/2024 | 3/12/2024 | +9.1%
|
| ACN Accenture | $308.68 +0.4% | Sale (Full) $1,001 - $15,000 | 4/15/2024 | 3/12/2024 | -18.9%
|
| AESI Atlas Energy Solutions | $22.97 +1.7% | Sale $250,001 - $500,000 | 4/11/2024 | 3/12/2024 | +8.8%
|
| LSXMK The Liberty SiriusXM Group | $25.36 +0.4% | Sale (Partial) $15,001 - $50,000 | 4/11/2024 | 3/12/2024 | -15.3%
|
| PPG PPG Industries | $135.52 -0.2% | Purchase $1,001 - $15,000 | 4/9/2024 | 3/12/2024 | -4.1%
|
| MELI MercadoLibre | $1,702.99 +1.5% | Purchase $1,001 - $15,000 | 4/7/2024 | 3/12/2024 | +10.2%
|
| TSM Taiwan Semiconductor Manufacturing | $150.29 +2.7% | Sale $1,001 - $15,000 | 4/7/2024 | 3/12/2024 | +4.1%
|
| BHP BHP Group | $58.79 +2.8% | Sale $1,001 - $15,000 | 4/7/2024 | 3/12/2024 | +5.0%
|
| XOM Exxon Mobil | $116.96
| Purchase $1,001 - $15,000 | 4/12/2024 | 3/11/2024 | +7.3%
|
| EMR Emerson Electric | $114.35 -0.4% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/11/2024 | +4.3%
|
| ROK Rockwell Automation | $271.26 +0.9% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/11/2024 | -4.8%
|
| XOM Exxon Mobil | $116.96
| Sale $15,001 - $50,000 | 4/10/2024 | 3/11/2024 | +7.3%
|
| IBM International Business Machines | $166.85 -0.4% | Purchase $1,001 - $15,000 | 4/9/2024 | 3/11/2024 | -13.0%
|
| ETRN Equitrans Midstream | $13.55 +1.3% | Sale (Full) $1,001 - $15,000 | 3/29/2024 | 3/11/2024 | +19.7%
|
| ILMN Illumina | $116.72 +3.5% | Sale $1,001 - $15,000 | 4/10/2024 | 3/11/2024 | -16.1%
|
| NGL NGL Energy Partners | $5.60 -0.4% | Sale $15,001 - $50,000 | 3/13/2024 | 3/11/2024 | -5.1%
|
| AMAT Applied Materials | $209.19 +1.2% | Sale (Full) $1,001 - $15,000 | 4/15/2024 | 3/8/2024 | +1.8%
|
| VZ Verizon Communications | $40.54
| Purchase $1,001 - $15,000 | 4/17/2024 | 3/7/2024 | +2.6%
|
| HTGC Hercules Capital | $19.38 +1.5% | Purchase $1,001 - $15,000 | 4/10/2024 | 3/7/2024 | +6.8%
|
| CBZ CBIZ | $77.03 +0.5% | Sale $1,001 - $15,000 | 4/7/2024 | 3/7/2024 | +1.2%
|
| DHI D.R. Horton | $146.97 +0.1% | Purchase $1,001 - $15,000 | 4/7/2024 | 3/7/2024 | -5.4%
|
| PWP Perella Weinberg Partners | $15.10 +0.9% | Purchase $1,001 - $15,000 | 4/7/2024 | 3/7/2024 | +12.4%
|
| AAPL Apple | $186.79 +0.3% | Sale (Partial) $1,001 - $15,000 | 3/29/2024 | 3/7/2024 | +10.5%
|
| NVDA NVIDIA | $907.16 +0.4% | Purchase $1,001 - $15,000 | 3/29/2024 | 3/7/2024 | -2.1%
|
| ASC Ardmore Shipping | $21.59 +2.2% | Purchase $1,001 - $15,000 | 4/10/2024 | 3/6/2024 | +36.1%
|
| JNJ Johnson & Johnson | $150.88 -0.2% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/5/2024 | -5.7%
|
| JNJ Johnson & Johnson | $150.88 -0.2% | Purchase $1,001 - $15,000 | 4/9/2024 | 3/5/2024 | -5.7%
|
| ICLN iShares Global Clean Energy ETF | $14.08 +1.4% | Purchase $50,001 - $100,000 | 3/29/2024 | 3/5/2024 | +1.5%
|
| WFC Wells Fargo & Company | $61.86 +1.0% | Purchase $1,001 - $15,000 | 3/19/2024 | 3/5/2024 | +9.3%
|
| ASC Ardmore Shipping | $21.59 +2.2% | Purchase $1,001 - $15,000 | 4/10/2024 | 3/4/2024 | +38.5%
|
| NVDA NVIDIA | $907.16 +0.4% | Sale $15,001 - $50,000 | 4/2/2024 | 3/4/2024 | +6.4%
|
| AMZN Amazon.com | $185.16 -0.8% | Purchase $0 - $1,000 | 3/26/2024 | 3/4/2024 | +4.3%
|
| T AT&T | $17.27 +0.1% | Purchase $0 - $1,000 | 3/26/2024 | 3/4/2024 | +2.8%
|
| HCA HCA Healthcare | $317.74 +0.2% | Sale $1,001 - $15,000 | 4/7/2024 | 3/1/2024 | +1.8%
|
| NYCB New York Community Bancorp | $3.88 +4.6% | Sale $1,001 - $15,000 | 4/4/2024 | 3/1/2024 | +9.3%
|
| WBA Walgreens Boots Alliance | $18.30 +1.0% | Sale $1,001 - $15,000 | 3/22/2024 | 3/1/2024 | -14.8%
|
| MSFT Microsoft | $413.02 -0.2% | Sale $100,001 - $250,000 | 3/8/2024 | 2/29/2024 | -0.1%
|
| FCX Freeport-McMoRan | $53.59 +3.0% | Sale $1,001 - $15,000 | 3/7/2024 | 2/29/2024 | +41.7%
|
| V Visa | $275.84 -1.3% | Purchase $1,001 - $15,000 | 3/7/2024 | 2/29/2024 | -2.4%
|
| AAPL Apple | $186.79 +0.3% | Purchase $0 - $1,000 | 2/29/2024 | 2/29/2024 | +3.3%
|
| BA Boeing | $182.32 +2.2% | Sale $1,001 - $15,000 | 3/12/2024 | 2/28/2024 | -11.9%
|