| MSFT Microsoft | $424.83 -1.3% | Purchase $1,001 - $15,000 | 12/19/2024 | 12/18/2024 | -2.9%
|
| NGL NGL Energy Partners | $4.81 +1.5% | Sale $15,001 - $50,000 | 12/17/2024 | 12/3/2024 | +1.1%
|
| REGN Regeneron Pharmaceuticals | $702.59 -1.4% | Sale $1,001 - $15,000 | 12/5/2024 | 11/29/2024 | -6.3%
|
| IEFA iShares Core MSCI EAFE ETF | $70.79 -0.2% | Purchase $100,001 - $250,000 | 12/19/2024 | 11/27/2024 | -2.5%
|
| IEMG iShares Core MSCI Emerging Markets ETF | $52.31 -0.8% | Purchase $1,001 - $15,000 | 12/19/2024 | 11/27/2024 | -3.3%
|
| EZU iShares MSCI Eurozone ETF | $47.55 -0.4% | Purchase $100,001 - $250,000 | 12/19/2024 | 11/27/2024 | +0.5%
|
| AMZN Amazon.com | $221.30 -1.1% | Purchase $15,001 - $50,000 | 12/12/2024 | 11/27/2024 | +7.6%
|
| AMAT Applied Materials | $163.64 -1.9% | Sale $15,001 - $50,000 | 12/12/2024 | 11/27/2024 | -4.5%
|
| VRT Vertiv | $116.16 +0.9% | Sale $1,001 - $15,000 | 12/5/2024 | 11/27/2024 | -8.5%
|
| NFLX Netflix | $900.43 -0.8% | Sale $1,001 - $15,000 | 12/5/2024 | 11/27/2024 | +2.6%
|
| TSLA Tesla | $417.41 -3.3% | Purchase $1,001 - $15,000 | 12/5/2024 | 11/27/2024 | +25.4%
|
| JNJ Johnson & Johnson | $143.34 -1.2% | Purchase $1,001 - $15,000 | 12/5/2024 | 11/26/2024 | -7.2%
|
| D Dominion Energy | $53.87 -0.1% | Purchase $1,001 - $15,000 | 12/5/2024 | 11/26/2024 | -8.9%
|
| TSLA Tesla | $417.41 -3.3% | Purchase $1,001 - $15,000 | 12/5/2024 | 11/26/2024 | +23.4%
|
| ETN Eaton | $332.38 -0.7% | Sale $1,001 - $15,000 | 12/5/2024 | 11/25/2024 | -11.7%
|
| MSFT Microsoft | $424.83 -1.3% | Purchase $1,001 - $15,000 | 11/27/2024 | 11/25/2024 | +1.4%
|
| NVDA NVIDIA | $137.49 +0.4% | Purchase $1,001 - $15,000 | 11/27/2024 | 11/25/2024 | +1.1%
|
| DUK Duke Energy | $107.71 -0.6% | Purchase $1,001 - $15,000 | 11/27/2024 | 11/25/2024 | -6.3%
|
| ASML ASML | $696.15 -2.4% | Purchase $1,001 - $15,000 | 11/27/2024 | 11/25/2024 | +1.7%
|
| JPM JPMorgan Chase & Co. | $239.32 -0.8% | Purchase $1,001 - $15,000 | 11/27/2024 | 11/25/2024 | -4.4%
|
| GOOG Alphabet | $192.69 -0.7% | Purchase $1,001 - $15,000 | 11/27/2024 | 11/25/2024 | +13.7%
|
| JNJ Johnson & Johnson | $143.34 -1.2% | Purchase $1,001 - $15,000 | 11/27/2024 | 11/25/2024 | -8.0%
|
| LRCX Lam Research | $72.15 -1.7% | Purchase $1,001 - $15,000 | 11/27/2024 | 11/25/2024 | -2.1%
|
| UPS United Parcel Service | $125.32 -0.6% | Purchase $1,001 - $15,000 | 11/27/2024 | 11/25/2024 | -8.9%
|
| NSRGY Nestlé | $82.28 -0.2% | Purchase $1,001 - $15,000 | 11/27/2024 | 11/25/2024 | -3.6%
|
| BRK.B Berkshire Hathaway | $452.16 -1.0% | Purchase $1,001 - $15,000 | 11/27/2024 | 11/25/2024 | -5.3%
|
| HD Home Depot | $389.43 -0.9% | Purchase $1,001 - $15,000 | 11/27/2024 | 11/25/2024 | -9.2%
|
| NEE NextEra Energy | $71.76 -0.5% | Purchase $1,001 - $15,000 | 11/27/2024 | 11/25/2024 | -6.4%
|
| AMD Advanced Micro Devices | $122.44 -2.2% | Purchase $1,001 - $15,000 | 11/27/2024 | 11/25/2024 | -13.2%
|
| COST Costco Wholesale | $922.21 -1.9% | Purchase $1,001 - $15,000 | 11/27/2024 | 11/25/2024 | -4.0%
|
| GSK GSK | $33.65 -1.3% | Purchase $1,001 - $15,000 | 11/27/2024 | 11/25/2024 | -1.5%
|
| SCHW Charles Schwab | $73.93 -1.1% | Purchase $1,001 - $15,000 | 11/27/2024 | 11/25/2024 | -9.6%
|
| JNJ Johnson & Johnson | $143.34 -1.2% | Purchase $1,001 - $15,000 | 12/5/2024 | 11/22/2024 | -7.6%
|
| COP ConocoPhillips | $97.09 +0.2% | Sale $1,001 - $15,000 | 12/5/2024 | 11/22/2024 | -13.1%
|
| BBEU JPMorgan BetaBuilders Europe ETF | $55.83 -0.4% | Sale (Partial) $1,001 - $15,000 | 12/17/2024 | 11/20/2024 | -1.6%
|
| VWO Vanguard FTSE Emerging Markets ETF | $44.11 -0.9% | Sale (Partial) $1,001 - $15,000 | 12/17/2024 | 11/20/2024 | -3.2%
|
| AAXJ iShares MSCI All Country Asia ex Japan ETF | $72.33 -0.9% | Purchase $1,001 - $15,000 | 12/17/2024 | 11/20/2024 | -2.7%
|
| SWKS Skyworks Solutions | $88.42 -1.9% | Sale (Full) $1,001 - $15,000 | 12/17/2024 | 11/20/2024 | +6.0%
|
| HTGC Hercules Capital | $20.02 -0.3% | Purchase $1,001 - $15,000 | 12/11/2024 | 11/20/2024 | +6.5%
|
| TSLA Tesla | $417.41 -3.3% | Purchase $1,001 - $15,000 | 12/5/2024 | 11/20/2024 | +22.0%
|
| NTRA Natera | $158.55 -1.1% | Purchase $1,001 - $15,000 | 12/5/2024 | 11/20/2024 | -5.6%
|
| QCOM QUALCOMM | $154.58 -1.7% | Purchase $1,001 - $15,000 | 11/21/2024 | 11/20/2024 | +0.2%
|
| ADBE Adobe | $445.80 -0.2% | Purchase $1,001 - $15,000 | 11/21/2024 | 11/20/2024 | -10.8%
|
| AMAT Applied Materials | $163.64 -1.9% | Purchase $1,001 - $15,000 | 11/21/2024 | 11/20/2024 | -4.0%
|
| OXY Occidental Petroleum | $48.46 -0.2% | Purchase $1,001 - $15,000 | 11/21/2024 | 11/20/2024 | -4.8%
|
| ABBV AbbVie | $176.20 -1.0% | Purchase $1,001 - $15,000 | 11/21/2024 | 11/20/2024 | +5.0%
|
| AMZN Amazon.com | $221.30 -1.1% | Purchase $1,001 - $15,000 | 11/21/2024 | 11/20/2024 | +9.1%
|
| SCCO Southern Copper | $91.45 -1.9% | Purchase $1,001 - $15,000 | 11/21/2024 | 11/20/2024 | -11.2%
|
| NSRGY Nestlé | $82.28 -0.2% | Purchase $1,001 - $15,000 | 11/21/2024 | 11/20/2024 | -5.3%
|
| ET Energy Transfer | $19.57 +1.5% | Purchase $1,001 - $15,000 | 12/11/2024 | 11/19/2024 | +9.0%
|
| KKR KKR & Co. Inc. | $148.39 -1.0% | Purchase $1,001 - $15,000 | 12/5/2024 | 11/19/2024 | -2.9%
|
| REGN Regeneron Pharmaceuticals | $702.59 -1.4% | Sale $1,001 - $15,000 | 12/5/2024 | 11/19/2024 | -5.6%
|
| LLY Eli Lilly and Company | $773.84 -1.2% | Sale $1,001 - $15,000 | 12/5/2024 | 11/19/2024 | +6.1%
|
| FOXF Fox Factory | $29.87 +0.8% | Sale $1,001 - $15,000 | 12/5/2024 | 11/19/2024 | -6.2%
|
| MSFT Microsoft | $424.83 -1.3% | Purchase $1,000,001 - $5,000,000 | 12/5/2024 | 11/19/2024 | +1.7%
|
| MSFT Microsoft | $424.83 -1.3% | Sale $1,000,001 - $5,000,000 | 12/5/2024 | 11/19/2024 | +1.7%
|
| MET MetLife | $81.51 -0.9% | Sale (Full) $1,001 - $15,000 | 12/5/2024 | 11/19/2024 | -1.3%
|
| KVUE Kenvue | $21.18 -1.6% | Sale (Full) $1,001 - $15,000 | 12/5/2024 | 11/18/2024 | -10.7%
|
| STT State Street | $98.28 -0.3% | Sale $15,001 - $50,000 | 11/21/2024 | 11/18/2024 | +2.2%
|
| NGD New Gold | $2.47 -0.8% | Sale $1,001 - $15,000 | 11/20/2024 | 11/18/2024 | -7.5%
|
| BAX Baxter International | $28.63 -2.0% | Purchase $1,001 - $15,000 | 11/20/2024 | 11/18/2024 | -13.3%
|
| WAL Western Alliance Bancorporation | $83.57 -0.1% | Sale $50,001 - $100,000 | 12/12/2024 | 11/15/2024 | -7.5%
|
| NWN Northwest Natural | $39.37 -0.3% | Purchase $1,001 - $15,000 | 12/7/2024 | 11/15/2024 | -4.3%
|
| MELI MercadoLibre | $1,721.80 -0.2% | Purchase $1,001 - $15,000 | 12/5/2024 | 11/15/2024 | -8.4%
|
| PG Procter & Gamble | $167.09 -1.4% | Purchase $1,001 - $15,000 | 12/4/2024 | 11/15/2024 | -1.5%
|
| ARLP Alliance Resource Partners | $25.89
| Purchase $1,001 - $15,000 | 12/11/2024 | 11/14/2024 | -4.3%
|
| LLY Eli Lilly and Company | $773.84 -1.2% | Sale $1,001 - $15,000 | 12/5/2024 | 11/14/2024 | -1.5%
|
| MSFT Microsoft | $424.83 -1.3% | Sale $1,001 - $15,000 | 12/5/2024 | 11/14/2024 | -0.5%
|
| CRM Salesforce | $335.74 -0.8% | Purchase $1,001 - $15,000 | 12/5/2024 | 11/14/2024 | +1.3%
|
| TSLA Tesla | $417.41 -3.3% | Purchase $1,001 - $15,000 | 12/5/2024 | 11/14/2024 | +34.1%
|
| SPY SPDR S&P 500 ETF Trust | $588.22 -1.1% | Purchase $1,001 - $15,000 | 12/17/2024 | 11/13/2024 | -1.5%
|
| LBTYK Liberty Global | $13.01 +0.8% | Exchange $15,001 - $50,000 | 12/16/2024 | 11/13/2024 | +6.6%
|
| SNRE Sunrise Communications | $43.31 -0.3% | Exchange $1,001 - $15,000 | 12/16/2024 | 11/13/2024 | |
| LBTYK Liberty Global | $13.01 +0.8% | Exchange $1,001 - $15,000 | 12/16/2024 | 11/13/2024 | +6.6%
|
| REGN Regeneron Pharmaceuticals | $702.59 -1.4% | Sale $15,001 - $50,000 | 12/12/2024 | 11/13/2024 | -12.6%
|
| CHD Church & Dwight | $104.62 -1.2% | Purchase $15,001 - $50,000 | 12/12/2024 | 11/13/2024 | -2.5%
|
| TSLA Tesla | $417.41 -3.3% | Sale $1,001 - $15,000 | 12/10/2024 | 11/13/2024 | +26.4%
|
| SHEL Shell | $61.78 +0.1% | Sale $1,001 - $15,000 | 12/10/2024 | 11/13/2024 | -5.7%
|
| AMZN Amazon.com | $221.30 -1.1% | Sale $1,001 - $15,000 | 12/10/2024 | 11/13/2024 | +3.4%
|
| IBKR Interactive Brokers Group | $178.95 0.0% | Sale $1,001 - $15,000 | 12/10/2024 | 11/13/2024 | +0.2%
|
| NVDA NVIDIA | $137.49 +0.4% | Sale $1,001 - $15,000 | 12/10/2024 | 11/13/2024 | -6.0%
|
| MSFT Microsoft | $424.83 -1.3% | Sale $1,001 - $15,000 | 12/10/2024 | 11/13/2024 | -0.1%
|
| SCHW Charles Schwab | $73.93 -1.1% | Sale $1,001 - $15,000 | 12/10/2024 | 11/13/2024 | -5.5%
|
| NVDA NVIDIA | $137.49 +0.4% | Sale $15,001 - $50,000 | 12/10/2024 | 11/13/2024 | -6.0%
|
| CRM Salesforce | $335.74 -0.8% | Purchase $1,001 - $15,000 | 12/5/2024 | 11/13/2024 | -1.7%
|
| SHOP Shopify | $106.69 -1.4% | Purchase $1,001 - $15,000 | 12/5/2024 | 11/13/2024 | -7.3%
|
| MSFT Microsoft | $424.83 -1.3% | Sale $1,001 - $15,000 | 12/5/2024 | 11/12/2024 | +0.4%
|
| TSLA Tesla | $417.41 -3.3% | Purchase $1,001 - $15,000 | 12/5/2024 | 11/12/2024 | +27.1%
|
| CRM Salesforce | $335.74 -0.8% | Purchase $1,001 - $15,000 | 12/5/2024 | 11/12/2024 | -1.6%
|
| NVDA NVIDIA | $137.49 +0.4% | Sale $1,001 - $15,000 | 12/5/2024 | 11/12/2024 | -7.3%
|
| TCMD Tactile Systems Technology | $17.23 -0.1% | Purchase $50,001 - $100,000 | 11/21/2024 | 11/12/2024 | +9.4%
|
| APP AppLovin | $335.38 +0.1% | Purchase $1,001 - $15,000 | 12/5/2024 | 11/11/2024 | +17.1%
|
| TSLA Tesla | $417.41 -3.3% | Purchase $1,001 - $15,000 | 12/5/2024 | 11/11/2024 | +19.3%
|
| AMZN Amazon.com | $221.30 -1.1% | Purchase $1,001 - $15,000 | 12/20/2024 | 11/8/2024 | +6.3%
|
| MNDY monday.com | $235.29 +0.9% | Purchase $1,001 - $15,000 | 12/20/2024 | 11/8/2024 | -27.4%
|
| TSLA Tesla | $417.41 -3.3% | Purchase $1,001 - $15,000 | 12/20/2024 | 11/8/2024 | +29.9%
|
| URI United Rentals | $705.99 -1.5% | Purchase $1,001 - $15,000 | 12/12/2024 | 11/8/2024 | -19.3%
|
| LLY Eli Lilly and Company | $773.84 -1.2% | Sale $15,001 - $50,000 | 12/12/2024 | 11/8/2024 | -7.0%
|
| AMP Ameriprise Financial | $530.54 -1.0% | Purchase $1,001 - $15,000 | 12/12/2024 | 11/8/2024 | -3.9%
|
| UNP Union Pacific | $227.79 -0.9% | Sale $15,001 - $50,000 | 12/12/2024 | 11/8/2024 | -5.7%
|
| INTC Intel | $19.82 -2.4% | Sale $1,001 - $15,000 | 12/12/2024 | 11/8/2024 | -24.4%
|
| DJT Trump Media & Technology Group | $34.12 -5.4% | Sale $1,001 - $15,000 | 12/10/2024 | 11/8/2024 | +6.9%
|
| BRK.B Berkshire Hathaway | $452.16 -1.0% | Purchase $1,001 - $15,000 | 12/9/2024 | 11/8/2024 | -2.5%
|
| TMUS T-Mobile US | $220.66 -1.1% | Purchase $1,001 - $15,000 | 12/9/2024 | 11/8/2024 | -6.2%
|
| LMT Lockheed Martin | $483.37 -1.1% | Purchase $1,001 - $15,000 | 12/9/2024 | 11/8/2024 | -14.4%
|
| CMI Cummins | $348.41 -0.8% | Purchase $1,001 - $15,000 | 12/9/2024 | 11/8/2024 | -2.3%
|
| XLE Energy Select Sector SPDR Fund | $84.55 0.0% | Purchase $15,001 - $50,000 | 12/9/2024 | 11/8/2024 | -9.8%
|
| TXN Texas Instruments | $187.96 -1.7% | Purchase $1,001 - $15,000 | 12/9/2024 | 11/8/2024 | -14.7%
|
| MRK Merck & Co., Inc. | $98.37 -1.3% | Purchase $1,001 - $15,000 | 12/9/2024 | 11/8/2024 | -4.4%
|
| META Meta Platforms | $591.24 -1.4% | Purchase $1,001 - $15,000 | 12/9/2024 | 11/8/2024 | +0.3%
|
| HD Home Depot | $389.43 -0.9% | Purchase $1,001 - $15,000 | 12/9/2024 | 11/8/2024 | -4.1%
|
| LIN Linde | $417.66 -1.3% | Purchase $1,001 - $15,000 | 12/9/2024 | 11/8/2024 | -9.1%
|
| NVDA NVIDIA | $137.49 +0.4% | Purchase $1,001 - $15,000 | 12/9/2024 | 11/8/2024 | -6.9%
|
| CVX Chevron | $143.07 -0.6% | Sale $1,001 - $15,000 | 12/9/2024 | 11/8/2024 | -8.8%
|
| XOM Exxon Mobil | $105.76 -0.7% | Sale $1,001 - $15,000 | 12/9/2024 | 11/8/2024 | -12.7%
|
| ACN Accenture | $352.49 -1.0% | Purchase $1,001 - $15,000 | 12/9/2024 | 11/8/2024 | -0.8%
|
| ORCL Oracle | $166.91 -1.2% | Purchase $1,001 - $15,000 | 12/9/2024 | 11/8/2024 | -11.8%
|
| AOS A. O. Smith | $68.02 -0.6% | Sale $1,001 - $15,000 | 12/9/2024 | 11/8/2024 | -9.1%
|
| SHW Sherwin-Williams | $338.75 -1.3% | Purchase $1,001 - $15,000 | 12/9/2024 | 11/8/2024 | -12.5%
|
| JPM JPMorgan Chase & Co. | $239.32 -0.8% | Purchase $1,001 - $15,000 | 12/9/2024 | 11/8/2024 | +1.0%
|
| JNJ Johnson & Johnson | $143.34 -1.2% | Purchase $1,001 - $15,000 | 12/9/2024 | 11/8/2024 | -7.9%
|
| ADI Analog Devices | $212.56 -2.0% | Purchase $1,001 - $15,000 | 12/9/2024 | 11/8/2024 | -5.9%
|
| ATO Atmos Energy | $138.93 -0.3% | Purchase $1,001 - $15,000 | 12/9/2024 | 11/8/2024 | -3.6%
|
| ELV Elevance Health | $368.80 -0.6% | Purchase $1,001 - $15,000 | 12/9/2024 | 11/8/2024 | -12.7%
|
| AMZN Amazon.com | $221.30 -1.1% | Purchase $1,001 - $15,000 | 12/9/2024 | 11/8/2024 | +6.3%
|
| AVGO Broadcom | $235.58 -2.6% | Purchase $1,001 - $15,000 | 12/9/2024 | 11/8/2024 | +28.3%
|
| QCOM QUALCOMM | $154.58 -1.7% | Purchase $1,001 - $15,000 | 12/9/2024 | 11/8/2024 | -9.6%
|
| PEP PepsiCo | $151.72 -0.8% | Purchase $1,001 - $15,000 | 12/9/2024 | 11/8/2024 | -8.1%
|
| TSCO Tractor Supply | $52.59 -3.6% | Purchase $1,001 - $15,000 | 12/9/2024 | 11/8/2024 | -8.9%
|
| MCD McDonald's | $289.60 -1.4% | Purchase $1,001 - $15,000 | 12/9/2024 | 11/8/2024 | -3.1%
|
| GOOG Alphabet | $192.69 -0.7% | Purchase $1,001 - $15,000 | 12/9/2024 | 11/8/2024 | +7.1%
|
| SBCF Seacoast Banking Co. of Florida | $27.32 +0.2% | Sale $50,001 - $100,000 | 12/9/2024 | 11/8/2024 | -7.0%
|
| SBCF Seacoast Banking Co. of Florida | $27.32 +0.2% | Sale $15,001 - $50,000 | 12/9/2024 | 11/8/2024 | -7.0%
|
| WST West Pharmaceutical Services | $328.82 -1.3% | Sale $1,001 - $15,000 | 12/9/2024 | 11/8/2024 | +1.5%
|
| GEV GE Vernova | $330.26 -1.1% | Sale $15,001 - $50,000 | 11/21/2024 | 11/8/2024 | -3.1%
|
| HQY HealthEquity | $96.84 +0.6% | Sale $1,001 - $15,000 | 12/5/2024 | 11/7/2024 | -0.4%
|
| TSLA Tesla | $417.41 -3.3% | Purchase $1,001 - $15,000 | 11/8/2024 | 11/7/2024 | +40.6%
|
| PANW Palo Alto Networks | $184.20 -1.1% | Purchase $1,001 - $15,000 | 11/8/2024 | 11/7/2024 | -4.8%
|
| NOW ServiceNow | $1,067.70 -1.3% | Purchase $1,001 - $15,000 | 11/8/2024 | 11/7/2024 | +5.1%
|
| GS The Goldman Sachs Group | $573.55 -0.5% | Purchase $1,001 - $15,000 | 11/8/2024 | 11/7/2024 | -1.5%
|
| NEE NextEra Energy | $71.76 -0.5% | Purchase $1,001 - $15,000 | 11/8/2024 | 11/7/2024 | -3.8%
|
| BX Blackstone | $172.05 -1.1% | Purchase $1,001 - $15,000 | 11/8/2024 | 11/7/2024 | -2.4%
|
| TSCO Tractor Supply | $52.59 -3.6% | Purchase $1,001 - $15,000 | 11/8/2024 | 11/7/2024 | -9.1%
|
| HSY Hershey | $168.67 -1.8% | Purchase $1,001 - $15,000 | 11/8/2024 | 11/7/2024 | -2.4%
|
| SO Southern | $82.38 -0.9% | Purchase $1,001 - $15,000 | 11/8/2024 | 11/7/2024 | -5.2%
|
| DELL Dell Technologies | $114.82 -2.1% | Purchase $1,001 - $15,000 | 11/8/2024 | 11/7/2024 | -16.7%
|
| FDX FedEx | $280.55 +0.1% | Purchase $1,001 - $15,000 | 11/8/2024 | 11/7/2024 | -1.0%
|
| BRK.B Berkshire Hathaway | $452.16 -1.0% | Purchase $1,001 - $15,000 | 11/8/2024 | 11/7/2024 | -1.7%
|
| DJT Trump Media & Technology Group | $34.12 -5.4% | Purchase $1,001 - $15,000 | 12/10/2024 | 11/6/2024 | -5.1%
|
| FTV Fortive | $75.04 -0.8% | Purchase $1,001 - $15,000 | 12/16/2024 | 11/4/2024 | +5.5%
|
| REGN Regeneron Pharmaceuticals | $702.59 -1.4% | Sale $1,001 - $15,000 | 12/12/2024 | 11/1/2024 | -16.7%
|
| DHI D.R. Horton | $139.56 -0.5% | Purchase $1,001 - $15,000 | 12/5/2024 | 11/1/2024 | -16.7%
|
| GLW Corning | $47.34 -0.9% | Purchase $1,001 - $15,000 | 11/4/2024 | 11/1/2024 | -2.1%
|
| META Meta Platforms | $591.24 -1.4% | Purchase $1,001 - $15,000 | 11/4/2024 | 11/1/2024 | +4.2%
|
| INTC Intel | $19.82 -2.4% | Purchase $1,001 - $15,000 | 11/4/2024 | 11/1/2024 | -14.6%
|
| AMD Advanced Micro Devices | $122.44 -2.2% | Purchase $1,001 - $15,000 | 11/4/2024 | 11/1/2024 | -13.7%
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| DUK Duke Energy | $107.71 -0.6% | Purchase $1,001 - $15,000 | 11/4/2024 | 11/1/2024 | -4.4%
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| HSY Hershey | $168.67 -1.8% | Purchase $1,001 - $15,000 | 11/4/2024 | 11/1/2024 | -5.9%
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| TSLA Tesla | $417.41 -3.3% | Purchase $1,001 - $15,000 | 11/4/2024 | 11/1/2024 | +67.6%
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| AAPL Apple | $252.20 -1.3% | Purchase $1,001 - $15,000 | 11/4/2024 | 11/1/2024 | +13.1%
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| DLR Digital Realty Trust | $176.22 -1.1% | Purchase $1,001 - $15,000 | 11/4/2024 | 11/1/2024 | +0.1%
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| BRK.B Berkshire Hathaway | $452.16 -1.0% | Purchase $1,001 - $15,000 | 11/4/2024 | 11/1/2024 | 0.0%
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| NVDA NVIDIA | $137.49 +0.4% | Purchase $1,001 - $15,000 | 11/1/2024 | 11/1/2024 | +1.5%
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| LW Lamb Weston | $64.97 -3.0% | Sale (Full) $1,001 - $15,000 | 11/14/2024 | 10/31/2024 | -16.4%
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| LEG Leggett & Platt | $9.50 -0.6% | Sale (Full) $1,001 - $15,000 | 11/14/2024 | 10/31/2024 | -20.9%
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| AR Antero Resources | $35.52 +6.7% | Purchase $1,001 - $15,000 | 11/11/2024 | 10/31/2024 | +37.2%
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| GTES Gates Industrial | $20.40 -1.3% | Purchase $1,001 - $15,000 | 11/6/2024 | 10/31/2024 | +5.4%
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| APPF AppFolio | $247.23 -1.1% | Sale $1,001 - $15,000 | 11/6/2024 | 10/31/2024 | +18.9%
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| ICUI ICU Medical | $154.20 -0.2% | Sale $1,001 - $15,000 | 11/6/2024 | 10/31/2024 | -9.7%
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| SF Stifel Financial | $106.15 -0.5% | Sale $1,001 - $15,000 | 11/6/2024 | 10/31/2024 | +2.4%
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| ITT ITT | $142.00 -1.0% | Sale $1,001 - $15,000 | 11/6/2024 | 10/31/2024 | +1.3%
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| TCBI Texas Capital Bancshares | $77.71 +0.1% | Purchase $1,001 - $15,000 | 11/6/2024 | 10/31/2024 | +1.0%
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| GOOGL Alphabet | $191.24 -0.8% | Purchase $1,001 - $15,000 | 11/6/2024 | 10/31/2024 | +11.8%
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| MSFT Microsoft | $424.83 -1.3% | Purchase $1,001 - $15,000 | 11/6/2024 | 10/31/2024 | +4.5%
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| AMTM Amentum | $22.30 +8.9% | Sale $1,001 - $15,000 | 11/6/2024 | 10/31/2024 | -25.0%
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| AMZN Amazon.com | $221.30 -1.1% | Purchase $1,001 - $15,000 | 11/6/2024 | 10/31/2024 | +18.7%
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| QCOM QUALCOMM | $154.58 -1.7% | Purchase $1,001 - $15,000 | 11/6/2024 | 10/31/2024 | -5.0%
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| LLY Eli Lilly and Company | $773.84 -1.2% | Purchase $15,001 - $50,000 | 11/7/2024 | 10/30/2024 | -8.6%
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| HIYS Invesco High Yield Select ETF | $25.37 0.0% | Purchase $250,001 - $500,000 | 12/3/2024 | 10/29/2024 | -1.0%
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| MCD McDonald's | $289.60 -1.4% | Purchase $100,001 - $250,000 | 11/15/2024 | 10/29/2024 | -1.8%
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| MCD McDonald's | $289.60 -1.4% | Sale (Full) $15,001 - $50,000 | 11/15/2024 | 10/29/2024 | -1.8%
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| ADBE Adobe | $445.80 -0.2% | Sale (Full) $15,001 - $50,000 | 11/15/2024 | 10/29/2024 | -8.2%
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| TRV Travelers Companies | $239.87 -0.6% | Sale (Full) $15,001 - $50,000 | 11/15/2024 | 10/29/2024 | -3.5%
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| AAPL Apple | $252.20 -1.3% | Sale (Full) $15,001 - $50,000 | 11/15/2024 | 10/29/2024 | +7.9%
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| MSFT Microsoft | $424.83 -1.3% | Sale (Full) $15,001 - $50,000 | 11/15/2024 | 10/29/2024 | -1.6%
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| JNJ Johnson & Johnson | $143.34 -1.2% | Sale (Full) $15,001 - $50,000 | 11/15/2024 | 10/29/2024 | -10.5%
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| KMB Kimberly-Clark | $130.62 -0.9% | Sale (Full) $15,001 - $50,000 | 11/15/2024 | 10/29/2024 | -2.9%
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| CTVA Corteva | $56.56 -1.2% | Sale (Full) $1,001 - $15,000 | 11/15/2024 | 10/29/2024 | -7.0%
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| HON Honeywell International | $226.60 -1.3% | Sale (Full) $15,001 - $50,000 | 11/15/2024 | 10/29/2024 | +10.0%
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| OC Owens Corning | $169.59 -0.6% | Sale (Full) $15,001 - $50,000 | 11/15/2024 | 10/29/2024 | -6.4%
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| TTNDY Techtronic Industries | $65.66 -0.4% | Purchase $1,001 - $15,000 | 11/6/2024 | 10/29/2024 | -9.1%
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| SBUX Starbucks | $90.58 -1.8% | Sale (Partial) $1,001 - $15,000 | 11/7/2024 | 10/29/2024 | -7.0%
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| DIS Walt Disney | $110.80 -0.7% | Sale (Full) $1,001 - $15,000 | 11/7/2024 | 10/29/2024 | +15.3%
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| HON Honeywell International | $226.60 -1.3% | Sale (Partial) $1,001 - $15,000 | 11/7/2024 | 10/29/2024 | +10.0%
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| MA Mastercard | $525.55 -1.2% | Sale (Partial) $1,001 - $15,000 | 11/7/2024 | 10/29/2024 | +3.8%
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| VZ Verizon Communications | $39.60 -0.8% | Sale (Partial) $1,001 - $15,000 | 11/7/2024 | 10/29/2024 | -4.2%
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| CRM Salesforce | $335.74 -0.8% | Purchase $15,001 - $50,000 | 11/29/2024 | 10/28/2024 | +14.3%
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| ASML ASML | $696.15 -2.4% | Sale $15,001 - $50,000 | 11/29/2024 | 10/28/2024 | -1.8%
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| DSCSY Disco | $26.90 -1.4% | Purchase $1,001 - $15,000 | 11/6/2024 | 10/28/2024 | +3.7%
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| TSLA Tesla | $417.41 -3.3% | Sale (Full) $100,001 - $250,000 | 11/7/2024 | 10/28/2024 | +59.0%
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