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House · TX
Amount-weighted buy-and-hold return of 69 priced purchases
| Date | Ticker | Type | Amount | Return |
|---|---|---|---|---|
| May 12, 2026 | ACN | Sell (Partial)Oversight | $1,001 - $15,000 | -15.4% |
| May 12, 2026 |
Data sourced from STOCK Act periodic transaction reports. Return % is stock price change from trade date to today — not a cost-basis return.
| — |
| DOW | $8.00K | 14.3% | — |
| COF | $8.00K | 14.3% | +2.9% |
| GOOG | $8.00K | 14.3% | — |
Estimated from disclosed trades only. Cost basis uses midpoint of reported ranges.sale_full closes the position entirely.
| ABT |
Sell (Partial) |
| $1,001 - $15,000 |
| +19.4% |
| Dec 18, 2025 | FIS | Sell (Partial)Oversight | $1,001 - $15,000 | -36.4% |
| Dec 18, 2025 | ABBV | Sell (Partial) | $1,001 - $15,000 | +14.2% |
| Dec 18, 2025 | XEL | Sell (Partial) | $1,001 - $15,000 | +7.0% |
| Dec 18, 2025 | WMT | Sell (Partial) | $1,001 - $15,000 | -0.5% |
| Dec 18, 2025 | VZ | Sell (Partial) | $1,001 - $15,000 | +7.9% |
| Dec 18, 2025 | UNH | Sell (Partial) | $1,001 - $15,000 | +29.9% |
| Dec 18, 2025 | UNP | Sell (Partial)Oversight | $1,001 - $15,000 | +28.7% |
| Dec 18, 2025 | COF | Sell (Partial) | $1,001 - $15,000 | -14.3% |
| Dec 18, 2025 | BMY | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 18, 2025 | BX | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 18, 2025 | BAC | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 18, 2025 | ABT | Sell (Partial) | $1,001 - $15,000 | -19.5% |
| Dec 18, 2025 | MMM | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 18, 2025 | TJX | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 18, 2025 | CI | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 18, 2025 | BK | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 18, 2025 | TXN | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Dec 18, 2025 | STX | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Dec 18, 2025 | NXPI | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Dec 18, 2025 | NSC | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Dec 18, 2025 | NEE | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 18, 2025 | CVX | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 18, 2025 | SCHW | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 18, 2025 | CARR | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Dec 18, 2025 | CMCSA | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 18, 2025 | EOG | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 18, 2025 | MDT | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 18, 2025 | MCD | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 18, 2025 | JNJ | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 18, 2025 | CMS | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 18, 2025 | CME | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 18, 2025 | MS | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 18, 2025 | GD | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Dec 18, 2025 | HD | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 18, 2025 | IBM | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Dec 18, 2025 | RSG | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Dec 18, 2025 | RTX | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Dec 18, 2025 | DE | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Dec 18, 2025 | DHR | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Dec 18, 2025 | COP | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 18, 2025 | AJG | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 18, 2025 | ADI | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Dec 18, 2025 | AXP | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 18, 2025 | GOOG | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 18, 2025 | APD | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 18, 2025 | PGR | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 18, 2025 | PG | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 18, 2025 | PM | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 18, 2025 | PKG | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 18, 2025 | GS | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 18, 2025 | LLY | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 18, 2025 | ETN | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Dec 18, 2025 | DOV | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Dec 18, 2025 | PEP | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 18, 2025 | MDLZ | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 18, 2025 | MSFT | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Dec 18, 2025 | MRK | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 9, 2025 | CMS | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 9, 2025 | PEG | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 3, 2025 | BA | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Nov 13, 2025 | CARR | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Nov 13, 2025 | MMM | Sell (Partial) | $1,001 - $15,000 | — |
| Nov 13, 2025 | ABT | Sell (Partial) | $1,001 - $15,000 | -22.1% |
| Nov 13, 2025 | ABBV | Sell (Partial) | $1,001 - $15,000 | +9.6% |
| Nov 13, 2025 | APD | Sell (Partial) | $1,001 - $15,000 | — |
| Nov 13, 2025 | GOOG | Sell (Partial) | $1,001 - $15,000 | — |
| Nov 13, 2025 | AXP | Sell (Partial) | $1,001 - $15,000 | — |
| Nov 13, 2025 | ADI | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Nov 13, 2025 | AJG | Sell (Partial) | $1,001 - $15,000 | — |
| Nov 13, 2025 | BAC | Sell (Partial) | $1,001 - $15,000 | — |
| Nov 13, 2025 | BX | Sell (Partial) | $1,001 - $15,000 | — |
| Nov 13, 2025 | BMY | Sell (Partial) | $1,001 - $15,000 | — |
| Nov 13, 2025 | XEL | Sell (Partial) | $1,001 - $15,000 | -1.7% |
| Nov 13, 2025 | WFC | Sell (Partial) | $1,001 - $15,000 | — |
| Nov 13, 2025 | VZ | Sell (Partial) | $1,001 - $15,000 | +6.0% |
| Nov 13, 2025 | UNH | Sell (Partial) | $1,001 - $15,000 | +28.1% |
| Nov 13, 2025 | UNP | Sell (Partial)Oversight | $1,001 - $15,000 | +36.2% |
| Nov 13, 2025 | TJX | Sell (Partial) | $1,001 - $15,000 | — |
| Nov 13, 2025 | CI | Sell (Partial) | $1,001 - $15,000 | — |
| Nov 13, 2025 | BK | Sell (Partial) | $1,001 - $15,000 | — |
| Nov 13, 2025 | TXN | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Nov 13, 2025 | STX | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Nov 13, 2025 | RTX | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Nov 13, 2025 | RSG | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Nov 13, 2025 | PGR | Sell (Partial) | $1,001 - $15,000 | — |
| Nov 13, 2025 | PG | Sell (Partial) | $1,001 - $15,000 | — |
| Nov 13, 2025 | PM | Sell (Partial) | $1,001 - $15,000 | — |
| Nov 13, 2025 | PEP | Sell (Partial) | $1,001 - $15,000 | — |
| Nov 13, 2025 | PKG | Sell (Partial) | $1,001 - $15,000 | — |
| Nov 13, 2025 | NXPI | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Nov 13, 2025 | NSC | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Nov 13, 2025 | NEE | Sell (Partial) | $1,001 - $15,000 | — |
| Nov 13, 2025 | MS | Sell (Partial) | $1,001 - $15,000 | — |
| Nov 13, 2025 | MDLZ | Sell (Partial) | $1,001 - $15,000 | — |
| Nov 13, 2025 | MSFT | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Nov 13, 2025 | MRK | Sell (Partial) | $1,001 - $15,000 | — |
| Nov 13, 2025 | MDT | Sell (Partial) | $1,001 - $15,000 | — |
| Nov 13, 2025 | MCD | Sell (Partial) | $1,001 - $15,000 | — |
| Nov 13, 2025 | JNJ | Sell (Partial) | $1,001 - $15,000 | — |
| Nov 13, 2025 | IBM | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Nov 13, 2025 | HD | Sell (Partial) | $1,001 - $15,000 | — |
| Nov 13, 2025 | GS | Sell (Partial) | $1,001 - $15,000 | — |
| Nov 13, 2025 | GD | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Nov 13, 2025 | FIS | Sell (Partial)Oversight | $1,001 - $15,000 | -36.7% |
| Nov 13, 2025 | EOG | Sell (Partial) | $1,001 - $15,000 | — |
| Nov 13, 2025 | LLY | Sell (Partial) | $1,001 - $15,000 | — |
| Nov 13, 2025 | ETN | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Nov 13, 2025 | DOV | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Nov 13, 2025 | DE | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Nov 13, 2025 | DHR | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Nov 13, 2025 | COP | Sell (Partial) | $1,001 - $15,000 | — |
| Nov 13, 2025 | CMCSA | Sell (Partial) | $1,001 - $15,000 | — |
| Nov 13, 2025 | CMS | Sell (Partial) | $1,001 - $15,000 | — |
| Nov 13, 2025 | CME | Sell (Partial) | $1,001 - $15,000 | — |
| Nov 13, 2025 | CVX | Sell (Partial) | $1,001 - $15,000 | — |
| Nov 13, 2025 | SCHW | Sell (Partial) | $1,001 - $15,000 | — |
| Nov 13, 2025 | COF | Sell (Partial) | $1,001 - $15,000 | -4.0% |
| Nov 3, 2025 | DGX | Sell (Partial) | $1,001 - $15,000 | — |
| Nov 3, 2025 | VRSK | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Nov 3, 2025 | IP | Sell (Partial) | $1,001 - $15,000 | — |
| Nov 3, 2025 | ADBE | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Nov 3, 2025 | MDLZ | Sell (Partial) | $1,001 - $15,000 | — |
| Oct 31, 2025 | GOOG | Buy | $1,001 - $15,000 | — |
| Oct 31, 2025 | PH | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Oct 27, 2025 | GOOG | Buy | $1,001 - $15,000 | — |
| Oct 22, 2025 | WY | Sell (Partial) | $1,001 - $15,000 | — |
| Oct 22, 2025 | FFIV | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Oct 22, 2025 | GEN | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Oct 22, 2025 | DE | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Oct 22, 2025 | ALK | Sell (Partial) | $1,001 - $15,000 | — |
| Oct 21, 2025 | PNC | Sell (Partial) | $1,001 - $15,000 | — |
| Oct 21, 2025 | GOOG | Buy | $1,001 - $15,000 | — |
| Oct 8, 2025 | PH | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Oct 7, 2025 | DHR | BuyOversight | $1,001 - $15,000 | — |
| Oct 7, 2025 | CARR | BuyOversight | $1,001 - $15,000 | — |
| Oct 6, 2025 | FI | Sell (Partial) | $1,001 - $15,000 | — |
| Oct 6, 2025 | KR | Sell (Partial) | $1,001 - $15,000 | — |
| Oct 6, 2025 | CARR | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Sep 25, 2025 | CL | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 25, 2025 | AEE | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 25, 2025 | SRE | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 25, 2025 | TAP | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 25, 2025 | DVA | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 25, 2025 | EQIX | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 25, 2025 | MKC | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 25, 2025 | KEY | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 25, 2025 | XEL | Sell (Partial) | $1,001 - $15,000 | +2.0% |
| Sep 25, 2025 | WEC | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 25, 2025 | UDR | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 25, 2025 | CI | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 25, 2025 | ROL | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Sep 25, 2025 | PAYC | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Sep 25, 2025 | PAYX | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Sep 25, 2025 | MNST | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 25, 2025 | AOS | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Sep 25, 2025 | HON | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Sep 25, 2025 | LYB | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 16, 2025 | XOM | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 14, 2025 | LLY | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 14, 2025 | DOV | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Aug 14, 2025 | DE | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Aug 14, 2025 | COP | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 14, 2025 | CMCSA | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 14, 2025 | CMS | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 14, 2025 | CME | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 14, 2025 | CVX | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 14, 2025 | SCHW | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 14, 2025 | COF | Sell (Partial) | $1,001 - $15,000 | -5.9% |
| Aug 14, 2025 | BMY | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 14, 2025 | BX | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 14, 2025 | BAC | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 14, 2025 | AJG | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 14, 2025 | ADI | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Aug 14, 2025 | AXP | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 14, 2025 | ABBV | Sell (Partial) | $1,001 - $15,000 | +24.3% |
| Aug 14, 2025 | APD | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 14, 2025 | WFC | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 14, 2025 | GD | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Aug 14, 2025 | FIS | Sell (Partial)Oversight | $1,001 - $15,000 | -41.5% |
| Aug 14, 2025 | XOM | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 14, 2025 | EOG | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 14, 2025 | ETN | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Aug 14, 2025 | WMT | Sell (Partial) | $1,001 - $15,000 | +13.3% |
| Aug 14, 2025 | VZ | Sell (Partial) | $1,001 - $15,000 | +0.2% |
| Aug 14, 2025 | UNH | Sell (Partial) | $1,001 - $15,000 | +56.9% |
| Aug 14, 2025 | UNP | Sell (Partial)Oversight | $1,001 - $15,000 | +36.2% |
| Aug 14, 2025 | TJX | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 14, 2025 | CI | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 14, 2025 | BK | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 14, 2025 | TXN | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Aug 14, 2025 | STX | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Aug 14, 2025 | RTX | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Aug 14, 2025 | RSG | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Aug 14, 2025 | MMM | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 14, 2025 | ABT | Sell (Partial) | $1,001 - $15,000 | -22.1% |
| Aug 14, 2025 | PGR | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 14, 2025 | PG | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 14, 2025 | PNC | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 14, 2025 | PM | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 14, 2025 | PEP | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 14, 2025 | PH | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Aug 14, 2025 | PKG | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 14, 2025 | NXPI | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Aug 14, 2025 | NSC | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Aug 14, 2025 | NEE | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 14, 2025 | MS | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 14, 2025 | MDLZ | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 14, 2025 | MSFT | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Aug 14, 2025 | MRK | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 14, 2025 | MDT | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 14, 2025 | MCD | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 14, 2025 | JNJ | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 14, 2025 | IBM | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Aug 14, 2025 | HD | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 14, 2025 | GS | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 11, 2025 | CME | Buy | $1,001 - $15,000 | — |
| Aug 11, 2025 | BLK | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 4, 2025 | PKG | Buy | $1,001 - $15,000 | — |
| Jul 29, 2025 | STX | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Jul 29, 2025 | MSFT | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Jul 25, 2025 | XOM | Sell (Partial) | $1,001 - $15,000 | — |
| Jul 25, 2025 | PKG | Buy | $1,001 - $15,000 | — |
| Jul 25, 2025 | PH | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Jul 25, 2025 | CVX | Buy | $1,001 - $15,000 | — |
| Jul 24, 2025 | UNH | Sell (Partial) | $1,001 - $15,000 | +53.0% |
| Jul 22, 2025 | BLK | Sell (Partial) | $1,001 - $15,000 | — |
| Jul 22, 2025 | PKG | Buy | $1,001 - $15,000 | — |
| Jul 22, 2025 | PM | Sell (Partial) | $1,001 - $15,000 | — |
| Jul 22, 2025 | CME | Buy | $1,001 - $15,000 | — |
| Jul 21, 2025 | CVX | Exchange | $1,001 - $15,000 | — |
| Jul 18, 2025 | BK | Buy | $1,001 - $15,000 | — |
| Jul 18, 2025 | SNPS | ExchangeOversight | $1,001 - $15,000 | — |
| Jun 30, 2025 | PLTR | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Jun 18, 2025 | MMM | Buy | $1,001 - $15,000 | — |
| Jun 13, 2025 | MRK | Buy | $1,001 - $15,000 | — |
| May 19, 2025 | COF | Exchange | $1,001 - $15,000 | +5.4% |
| May 15, 2025 | MS | Sell (Partial) | $1,001 - $15,000 | — |
| May 15, 2025 | FIS | BuyOversight | $1,001 - $15,000 | -46.8% |
| May 15, 2025 | BK | Buy | $1,001 - $15,000 | — |
| May 2, 2025 | GD | BuyOversight | $1,001 - $15,000 | — |
| Apr 30, 2025 | FIS | BuyOversight | $1,001 - $15,000 | -46.9% |
| Apr 22, 2025 | FIS | BuyOversight | $1,001 - $15,000 | -47.0% |
| Apr 22, 2025 | BX | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 15, 2025 | UPS | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Apr 11, 2025 | UPS | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Apr 11, 2025 | MMM | Buy | $1,001 - $15,000 | — |
| Apr 7, 2025 | GOOG | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 7, 2025 | ALL | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 7, 2025 | ADBE | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Apr 7, 2025 | UNH | Sell (Partial) | $1,001 - $15,000 | -18.8% |
| Apr 7, 2025 | ORCL | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Apr 7, 2025 | XOM | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 7, 2025 | HCA | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 7, 2025 | HON | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Apr 7, 2025 | HWM | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 7, 2025 | ISRG | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 7, 2025 | JBTM | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Apr 7, 2025 | JPM | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 7, 2025 | LHX | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Apr 7, 2025 | LRCX | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Apr 7, 2025 | MMC | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 7, 2025 | MAS | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Apr 7, 2025 | TMO | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 7, 2025 | NFLX | Sell (Partial) | $15,001 - $50,000 | — |
| Apr 7, 2025 | RS | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 7, 2025 | MS | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 7, 2025 | MDLZ | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 7, 2025 | TXNM | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 7, 2025 | UBER | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 7, 2025 | MSFT | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Apr 7, 2025 | MU | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Apr 7, 2025 | NVDA | Sell (Partial)Oversight | $15,001 - $50,000 | — |
| Apr 7, 2025 | RJF | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 7, 2025 | RTX | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Apr 7, 2025 | LLY | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 7, 2025 | VICI | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 7, 2025 | SPGI | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 7, 2025 | ETN | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Apr 7, 2025 | DTM | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 7, 2025 | V | Sell (Partial) | $15,001 - $50,000 | — |
| Apr 7, 2025 | DFS | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 7, 2025 | CRM | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Apr 7, 2025 | GWW | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 7, 2025 | PANW | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Apr 7, 2025 | WM | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Apr 7, 2025 | SHW | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 7, 2025 | WTW | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 7, 2025 | WDAY | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Apr 7, 2025 | CB | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 7, 2025 | CVX | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 7, 2025 | CSL | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 7, 2025 | PGR | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 7, 2025 | BLBD | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 7, 2025 | AZO | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 7, 2025 | ASML | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Apr 7, 2025 | FI | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 7, 2025 | AAPL | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Apr 7, 2025 | AMZN | Sell (Partial) | $15,001 - $50,000 | — |
| Apr 1, 2025 | MTD | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | ON | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Apr 1, 2025 | PLTR | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Apr 1, 2025 | PYPL | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | PEP | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | PLD | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | PTC | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Apr 1, 2025 | O | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | REGN | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | RSG | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Apr 1, 2025 | SBAC | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | SW | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | SBUX | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | SMCI | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Apr 1, 2025 | TROW | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | TGT | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | TER | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Apr 1, 2025 | HSY | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | SJM | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | KHC | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | TRMB | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | UBER | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | UPS | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Apr 1, 2025 | VZ | Sell (Partial) | $1,001 - $15,000 | -3.9% |
| Apr 1, 2025 | VST | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | DIS | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | WY | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | ZTS | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | NEE | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | MSCI | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | MSFT | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Apr 1, 2025 | MSFT | Sell (Partial)Oversight | $15,001 - $50,000 | — |
| Apr 1, 2025 | FDX | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Apr 1, 2025 | FDS | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | ES | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | EA | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | EIX | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | ETN | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Apr 1, 2025 | DLTR | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | CVS | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | CCI | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | CEG | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | STZ | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | COP | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | CAG | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | CMCSA | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | COF | Buy | $1,001 - $15,000 | +16.7% |
| Apr 1, 2025 | CPT | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | BMY | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | BWA | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | BA | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Apr 1, 2025 | BALL | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Apr 1, 2025 | ANET | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Apr 1, 2025 | APTV | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | A | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | MMM | Buy | $1,001 - $15,000 | — |
| Apr 1, 2025 | MPC | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | LOW | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | LMT | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Apr 1, 2025 | LVS | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | LHX | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Apr 1, 2025 | KMB | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | KDP | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | JNJ | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | JBHT | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Apr 1, 2025 | HD | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | HSIC | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | DOC | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | HAS | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Apr 1, 2025 | GPN | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | GNRC | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Apr 1, 2025 | TECH | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | SYY | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | FCX | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | F | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 1, 2025 | NSC | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Mar 31, 2025 | AAPL | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Mar 21, 2025 | COF | Buy | $1,001 - $15,000 | +19.0% |
| Mar 19, 2025 | ACN | Sell (Partial)Oversight | $1,001 - $15,000 | -55.8% |
| Mar 19, 2025 | CI | Buy | $1,001 - $15,000 | — |
| Mar 14, 2025 | ACN | Sell (Partial)Oversight | $1,001 - $15,000 | -55.0% |
| Mar 12, 2025 | MMM | Buy | $1,001 - $15,000 | — |
| Mar 12, 2025 | ACN | Sell (Partial)Oversight | $1,001 - $15,000 | -55.7% |
| Mar 11, 2025 | SONO | Sell (Partial) | $1,001 - $15,000 | — |
| Mar 11, 2025 | WBS | Sell (Partial) | $1,001 - $15,000 | — |
| Mar 11, 2025 | TSM | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Mar 3, 2025 | PRKS | Sell (Partial) | $1,001 - $15,000 | — |
| Mar 3, 2025 | ACN | Sell (Partial)Oversight | $1,001 - $15,000 | -58.4% |
| Mar 3, 2025 | CI | Sell (Partial) | $1,001 - $15,000 | — |
| Mar 3, 2025 | TER | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Mar 3, 2025 | ZTS | Sell (Partial) | $1,001 - $15,000 | — |
| Mar 3, 2025 | A | Sell (Partial) | $1,001 - $15,000 | — |
| Mar 3, 2025 | GOOGL | Sell (Partial) | $1,001 - $15,000 | — |
| Mar 3, 2025 | ALC | Sell (Partial) | $1,001 - $15,000 | — |
| Mar 3, 2025 | PNC | Sell (Partial) | $1,001 - $15,000 | — |
| Feb 25, 2025 | NSC | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Feb 25, 2025 | UNP | BuyOversight | $1,001 - $15,000 | +22.7% |
| Feb 24, 2025 | PGR | Buy | $1,001 - $15,000 | — |
| Feb 24, 2025 | BK | Buy | $1,001 - $15,000 | — |
| Feb 24, 2025 | COF | Buy | $1,001 - $15,000 | +4.1% |
| Feb 24, 2025 | GS | Buy | $1,001 - $15,000 | — |
| Feb 24, 2025 | PNC | Sell (Partial) | $1,001 - $15,000 | — |
| Feb 24, 2025 | BLK | Sell (Partial) | $1,001 - $15,000 | — |
| Feb 14, 2025 | RTX | BuyOversight | $1,001 - $15,000 | — |
| Feb 14, 2025 | COF | Buy | $1,001 - $15,000 | +2.9% |
| Feb 14, 2025 | CB | Sell (Partial) | $1,001 - $15,000 | — |
| Feb 14, 2025 | PGR | Buy | $1,001 - $15,000 | — |
| Feb 12, 2025 | CEG | Buy | $1,001 - $15,000 | — |
| Feb 12, 2025 | PFE | Sell (Partial) | $1,001 - $15,000 | — |
| Feb 12, 2025 | PYPL | Buy | $1,001 - $15,000 | — |
| Feb 12, 2025 | PLTR | BuyOversight | $1,001 - $15,000 | — |
| Feb 12, 2025 | ON | BuyOversight | $1,001 - $15,000 | — |
| Feb 12, 2025 | MKTX | Sell (Partial) | $1,001 - $15,000 | — |
| Feb 12, 2025 | JNPR | Sell (Partial) | $1,001 - $15,000 | — |
| Feb 12, 2025 | FCX | Buy | $1,001 - $15,000 | — |
| Feb 12, 2025 | HII | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Feb 12, 2025 | WBA | Sell (Partial) | $1,001 - $15,000 | — |
| Feb 12, 2025 | F | Buy | $1,001 - $15,000 | — |
| Feb 12, 2025 | EL | Sell (Partial) | $1,001 - $15,000 | — |
| Feb 12, 2025 | ENPH | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Feb 12, 2025 | EIX | Buy | $1,001 - $15,000 | — |
| Feb 12, 2025 | ETN | BuyOversight | $1,001 - $15,000 | — |
| Feb 12, 2025 | AES | Sell (Partial) | $1,001 - $15,000 | — |
| Feb 12, 2025 | TSLA | Sell (Partial) | $15,001 - $50,000 | — |
| Feb 12, 2025 | TER | BuyOversight | $1,001 - $15,000 | — |
| Feb 12, 2025 | REGN | Sell (Partial) | $1,001 - $15,000 | — |
| Feb 12, 2025 | WFC | Buy | $1,001 - $15,000 | — |
| Feb 12, 2025 | VST | Buy | $1,001 - $15,000 | — |
| Feb 12, 2025 | BWA | Buy | $1,001 - $15,000 | — |
| Feb 12, 2025 | BA | BuyOversight | $1,001 - $15,000 | — |
| Feb 12, 2025 | ANET | BuyOversight | $1,001 - $15,000 | — |
| Feb 12, 2025 | APTV | Buy | $1,001 - $15,000 | — |
| Feb 12, 2025 | ALB | Sell (Partial) | $1,001 - $15,000 | — |
| Feb 11, 2025 | DOX | Sell (Partial) | $1,001 - $15,000 | — |
| Feb 11, 2025 | CACI | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Feb 11, 2025 | ZBH | Sell (Partial) | $1,001 - $15,000 | — |
| Feb 11, 2025 | PYPL | Sell (Partial) | $1,001 - $15,000 | — |
| Feb 11, 2025 | TFC | Sell (Partial) | $1,001 - $15,000 | — |
| Feb 11, 2025 | TSLA | Sell (Partial) | $1,001 - $15,000 | — |
| Feb 5, 2025 | MCHP | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Feb 5, 2025 | NXPI | BuyOversight | $1,001 - $15,000 | — |
| Feb 3, 2025 | ETN | BuyOversight | $1,001 - $15,000 | — |
| Jan 28, 2025 | INTU | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Jan 28, 2025 | ALE | Sell (Partial) | $1,001 - $15,000 | — |
| Jan 28, 2025 | PEP | Sell (Partial) | $1,001 - $15,000 | — |
| Jan 28, 2025 | DELL | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Jan 27, 2025 | PPG | Sell (Partial) | $1,001 - $15,000 | — |
| Jan 24, 2025 | MS | Sell (Partial) | $1,001 - $15,000 | — |
| Jan 24, 2025 | PGR | Buy | $1,001 - $15,000 | — |
| Jan 24, 2025 | CB | Sell (Partial) | $1,001 - $15,000 | — |
| Jan 24, 2025 | GS | Buy | $1,001 - $15,000 | — |
| Jan 17, 2025 | MRK | Buy | $1,001 - $15,000 | — |
| Jan 17, 2025 | WMT | Sell (Partial) | $1,001 - $15,000 | +24.3% |
| Jan 15, 2025 | STZ | Sell (Partial) | $1,001 - $15,000 | — |
| Jan 15, 2025 | COP | Buy | $1,001 - $15,000 | — |
| Jan 15, 2025 | CAG | Sell (Partial) | $1,001 - $15,000 | — |
| Jan 15, 2025 | CRL | BuyOversight | $1,001 - $15,000 | — |
| Jan 15, 2025 | AVGO | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Jan 15, 2025 | BMY | Buy | $1,001 - $15,000 | — |
| Jan 15, 2025 | BA | BuyOversight | $1,001 - $15,000 | — |
| Jan 15, 2025 | AMT | Sell (Partial) | $1,001 - $15,000 | — |
| Jan 15, 2025 | CVS | Sell (Partial) | $1,001 - $15,000 | — |
| Jan 15, 2025 | DHR | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Jan 15, 2025 | DG | Buy | $1,001 - $15,000 | — |
| Jan 15, 2025 | DLTR | Buy | $1,001 - $15,000 | — |
| Jan 15, 2025 | DOW | Buy | $1,001 - $15,000 | — |
| Jan 15, 2025 | VZ | Sell (Partial) | $1,001 - $15,000 | +14.2% |
| Jan 15, 2025 | UBER | Buy | $1,001 - $15,000 | — |
| Jan 15, 2025 | ES | Buy | $1,001 - $15,000 | — |
| Jan 15, 2025 | HAS | BuyOversight | $1,001 - $15,000 | — |
| Jan 15, 2025 | JNPR | Buy | $1,001 - $15,000 | — |
| Jan 15, 2025 | MKTX | Buy | $1,001 - $15,000 | — |
| Jan 15, 2025 | MRNA | Sell (Partial) | $1,001 - $15,000 | — |
| Jan 15, 2025 | MNST | Sell (Partial) | $1,001 - $15,000 | — |
| Jan 15, 2025 | HSY | Buy | $1,001 - $15,000 | — |
| Jan 15, 2025 | MSCI | Buy | $1,001 - $15,000 | — |
| Jan 15, 2025 | QRVO | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Jan 15, 2025 | REGN | Buy | $1,001 - $15,000 | — |
| Jan 15, 2025 | SOLV | Sell (Partial) | $1,001 - $15,000 | — |
| Jan 15, 2025 | NEE | Buy | $1,001 - $15,000 | — |
| Jan 15, 2025 | NKE | Sell (Partial) | $1,001 - $15,000 | — |
| Jan 15, 2025 | PLTR | BuyOversight | $1,001 - $15,000 | — |
| Jan 15, 2025 | PEP | Buy | $1,001 - $15,000 | — |
| Jan 15, 2025 | CI | Buy | $1,001 - $15,000 | — |
| Jan 15, 2025 | WBA | Buy | $1,001 - $15,000 | — |
| Jan 15, 2025 | SMCI | BuyOversight | $1,001 - $15,000 | — |
| Jan 15, 2025 | CSGP | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Jan 15, 2025 | ENPH | BuyOversight | $1,001 - $15,000 | — |
| Jan 15, 2025 | EL | Buy | $1,001 - $15,000 | — |
| Jan 15, 2025 | PFE | Sell (Partial) | $1,001 - $15,000 | — |
| Jan 13, 2025 | PPG | Sell (Partial) | $1,001 - $15,000 | — |
| Mar 15, 2024 | MMM | Buy | $1,001 - $15,000 | — |