All transactions72
Purchases37
Sales35
PerformanceAverage return based on each purchase date+9.69%
Latest filing10/21/26
72 records
DateAssetTypeReported valueAt tradeLatestReturnFiling
Sep 25, 2026Aptiv PLC Ordinary Shares$APTVSale (Partial)$1,001 - $15,000$44.79$44.26-1.18%Oct 21, 2026 ↗
Sep 24, 2026Cisco Systems, Inc. - Common Stock$CSCOPurchase$1,001 - $15,000$106.56$115.07+7.99%Oct 21, 2026 ↗
Sep 24, 2026Micron Technology, Inc. - Common Stock$MUSale (Partial)$1,001 - $15,000$1,080.53$953.19-11.79%Oct 21, 2026 ↗
Sep 24, 2026Realty Income Corporation Common Stock$OPurchase$1,001 - $15,000$55.14$54.99-0.27%Oct 21, 2026 ↗
Sep 21, 2026iShares 10-20 Year Treasury Bond ETF$TLHSale (Partial)$1,001 - $15,000$95.42$92.56-3.00%Oct 21, 2026 ↗
Sep 21, 2026BondBloxx Bloomberg Two Year Target Duration US Treasury ETF$XTWOPurchase$1,001 - $15,000——UnavailableOct 21, 2026 ↗
Sep 9, 2026iShares CMBS ETF$CMBSPurchase$1,001 - $15,000——UnavailableOct 21, 2026 ↗
Sep 9, 2026Janus Henderson Mortgage-Backed Securities ETF$JMBSPurchase$1,001 - $15,000——UnavailableOct 21, 2026 ↗
Sep 9, 2026Vanguard Developed Markets Index Fund - ETF Shares$VEASale (Partial)$1,001 - $15,000$72.64$70.06-3.55%Oct 21, 2026 ↗
Sep 9, 2026iShares MBS ETF$MBBPurchase$1,001 - $15,000——UnavailableOct 21, 2026 ↗
Sep 9, 2026Goldman Sachs Access Investment Grade Corporate Bond ETF$GIGBPurchase$1,001 - $15,000——UnavailableOct 21, 2026 ↗
Sep 9, 2026iShares 7-10 Year Treasury Bond ETF$IEFPurchase$1,001 - $15,000$91.58$89.54-2.23%Oct 21, 2026 ↗
Sep 9, 2026Tradr 2X Long SPY Monthly ETF$SPYMSale (Partial)$1,001 - $15,000$89.51$91.55+2.28%Oct 21, 2026 ↗
Sep 9, 2026BondBloxx Bloomberg Five Year Target Duration US Treasury ETF$XFIVPurchase$1,001 - $15,000——UnavailableOct 21, 2026 ↗
Sep 9, 2026iShares 10-20 Year Treasury Bond ETF$TLHPurchase$1,001 - $15,000$95.79$92.56-3.37%Oct 21, 2026 ↗
Sep 9, 2026iShares MSCI EAFE ETF$EFASale (Partial)$1,001 - $15,000$106.56$103.47-2.90%Oct 21, 2026 ↗
Sep 9, 2026Micron Technology, Inc. - Common Stock$MUSale (Partial)$1,001 - $15,000$1,027.77$953.19-7.26%Oct 21, 2026 ↗
Aug 27, 2026Otis Worldwide Corp$OTISPurchase$1,001 - $15,000$71.48$67.68-5.32%Sep 11, 2026 ↗
Aug 27, 2026iShares Core S&P 500 ETF$IVVSale$1,001 - $15,000$772.52$781.54+1.17%Sep 11, 2026 ↗
Aug 20, 2026TRADR 2X LONG SPY MNTHLY ETF$SPYMPurchase$1,001 - $15,000$89.54$91.55+2.24%Sep 11, 2026 ↗
Aug 20, 2026Johnson & Johnson$JNJSale$1,001 - $15,000$266.06$248.61-6.56%Sep 11, 2026 ↗
Aug 19, 2026AVANTIS US SML CAP VAL ETF$AVUVPurchase$1,001 - $15,000$126.06$120.61-4.32%Sep 11, 2026 ↗
Aug 19, 2026WESTWOOD QUALITY SMALLCAP FUND$WWSYXSale$15,001 - $50,000——UnavailableSep 11, 2026 ↗
Aug 19, 2026iShares Core S&P Small-Cap ETF$IJRPurchase$1,001 - $15,000$147.39$137.60-6.64%Sep 11, 2026 ↗
Aug 13, 2026First Solar Inc$FSLRPurchase$1,001 - $15,000$223.69$186.60-16.58%Sep 11, 2026 ↗