1,500 transactions across 451 symbols, dated 2025-01-07 to 2026-07-31, totalling $15,228,500 – $53,555,000 across the reported bands. Voting record and sponsored bills →
Period covered: filings from 2025-01-01 to 2026-09-09. Everything Congress has filed since we began keeping the record, not a rolling window.
This is what we could read from the filings, not everything Congress filed. Assets without a ticker symbol — mutual funds, bonds, real estate and private funds — are now extracted and appear under Asset classes, though they cannot be grouped by symbol the way listed equities can. Some filings still use a layout our parser cannot read. Separately, some members file on paper: the Clerk publishes those as scans with no text layer, so there is nothing in them for any parser to read. Those are counted on their own below rather than blamed on our parser, and the original is always linked. Every filing links to the original document; where we could not read one, we say so and link it anyway. A member showing no trades here has not necessarily reported none.
Filer names are reproduced exactly as the House Clerk and Senate Electronic Financial Disclosure systems label them. Senate EFD accepts periodic transaction reports from sitting senators, Senate candidates and senior staff, so a filer listed here is not necessarily a sitting member of Congress. Follow the filing link to see the original.
Congress reports each transaction as a RANGE, not an exact figure. Totals are therefore the sum of the low ends and the sum of the high ends — a true total sits somewhere between, and a single large band can dominate a column.
1422 of 11639 transactions are assets with no ticker symbol.
111 of 1016 filings here are scanned paper documents with no text layer. We report that they exist and link them; we cannot extract their rows.
Disclosure lag is the number of days between a transaction and the filing that disclosed it — a subtraction over two dates on the document, not a judgement about either. The STOCK Act requires a report within 30 days of a member learning of a transaction and no later than 45 days after it, so a lag inside that range is what compliance looks like.
Every symbol this filer reported, by the high end of the summed bands. Select a symbol to see who else reported it.
| Audent Hospitality Real Estate Fund I L.P. | $1,000,001 – $5,000,000 | 1 | |
| Mount San Jacinto, CA, Cmnty. College Dist. Bonds | $500,001 – $1,000,000 | 1 | |
| California Community Choice Financing Authority Rev Bonds | $500,002 – $1,000,000 | 2 | |
| Southeast Energy Authority Cooperative District, Alabama Bonds $500,00 | $500,002 – $1,000,000 | 1 | 1 |
| Bay Area Toll Authority, CA, Toll Bridge Revenue Bonds | $500,001 – $1,000,000 | 1 | |
| California State GO Bonds | $500,001 – $1,000,000 | 1 | |
| Milwaukee, Wisconsin GO Promissory Notes Series N2 | $350,002 – $750,000 | 1 | 1 |
| Perris, CA Union High School District GO Ref. Bonds | $350,002 – $750,000 | 2 | |
| MSFT | $239,015 – $710,000 | 10 | 5 |
| RHP | $251,002 – $515,000 | 1 | 1 |
| BABA | $195,005 – $500,000 | 4 | 1 |
| New York City, NY Transitional Finance Authority Bonds | $250,001 – $500,000 | 1 | |
| California Health Facilities Financing Authority Rev Bonds | $250,001 – $500,000 | 1 | |
| West Kern, CA, Community College District GO Bonds | $250,001 – $500,000 | 1 | |
| Wisconsin State Health & Educational Facilities Authority Rev. Bonds | $250,001 – $500,000 | 1 | |
| Los Angeles, CA, Dept. Wtr. & Pwr. Wtrwks. Rev. Bonds | $250,001 – $500,000 | 1 | |
| Portola Valley, CA Sch. Dist. Go Bonds | $250,001 – $500,000 | 1 | |
| Missouri Health and Educational Facilities Authority Revenue Bonds $50 | $250,001 – $500,000 | 1 | |
| New York Liberty Development Corporation Revenue Bonds | $250,001 – $500,000 | 1 | |
| Washington State Health Care Facilities Authority Revenue Bonds $500,0 | $250,001 – $500,000 | 1 | |
| California State Public Works Board Lease Rev. Bonds | $250,001 – $500,000 | 1 | |
| Chula Vista, CA Elementary School Bonds | $250,001 – $500,000 | 1 | |
| Anaheim CA Elementary School District GO Bonds | $200,002 – $500,000 | 1 | 1 |
| Eastern Municipal Water District Financing Authority, CA, Water & $500 | $250,001 – $500,000 | 1 | |
| Gilroy, CA, Unified School District GO Bonds | $250,001 – $500,000 | 1 | |
| Los Angeles County, CA, Met. Transportation Authority Bonds | $250,001 – $500,000 | 1 | |
| Santa Clara County, CA, Financing Authority Bonds | $250,001 – $500,000 | 1 | |
| Southwestern Community College Dist. CA, Bonds | $250,001 – $500,000 | 1 | |
| Puente Basin Water Agency CA Bonds | $250,001 – $500,000 | 1 | |
| Bucks County, PA Industrial Development Authority Hospital Rev $500,00 | $250,001 – $500,000 | 1 | |
| Antioch, CA, Unified School District GO Bonds | $250,001 – $500,000 | 1 | |
| El Camino CA Community College District GO Bonds | $250,001 – $500,000 | 1 | |
| U.S. Treasury Bills | $250,001 – $500,000 | 1 | |
| FLEX | $105,014 – $400,000 | 14 | |
| UNH | $82,012 – $355,000 | 7 | 5 |
| WBI | $130,003 – $350,000 | 3 | |
| GDDY | $58,016 – $345,000 | 2 | 14 |
| DASH | $20,020 – $300,000 | 18 | 2 |
| PLTR | $41,013 – $265,000 | 9 | 4 |
| BSX | $17,017 – $255,000 | 8 | 9 |
| WDAY | $52,010 – $255,000 | 7 | 3 |
| Los Angeles, CA Tax & Revenue Anticipation Notes | $100,001 – $250,000 | 1 | |
| John Swett, CA, USD GO Bonds | $100,001 – $250,000 | 1 | |
| Illinois State General Obligation Bonds | $100,001 – $250,000 | 1 | |
| Taiwan Semiconductor Manufacturing Company Ltd. (TSM) $250,000 | $100,001 – $250,000 | 1 | |
| San Rafael, CA Elementary School District GO Bonds | $100,001 – $250,000 | 1 | |
| California State Dept. of Water Resources CVP Revenue Bonds | $100,001 – $250,000 | 1 | |
| LB | $115,003 – $250,000 | 3 | |
| Fountain Valley, CA Public Financing Authority Bonds | $100,001 – $250,000 | 1 | |
| San Diego, CA, Cmnty. College Dist. GO Bonds | $100,001 – $250,000 | 1 | |
| San Jacinto CA Uni. School Dist. GO Bonds | $100,001 – $250,000 | 1 | |
| Selma, CA, Unified School District Bonds | $100,001 – $250,000 | 1 | |
| Moreno Valley, CA, USD Bonds | $100,001 – $250,000 | 1 | |
| AMD | $51,009 – $240,000 | 7 | 2 |
| WRB | $16,016 – $240,000 | 16 | |
| AMZN | $27,013 – $230,000 | 8 | 5 |
| APP | $26,012 – $215,000 | 8 | 4 |
| CAG | $26,012 – $215,000 | 5 | 7 |
| CSGP | $26,012 – $215,000 | 11 | 1 |
| NVDA | $37,009 – $205,000 | 5 | 4 |
| XOM | $100,002 – $200,000 | 1 | 1 |
| ARIS | $80,003 – $200,000 | 1 | 2 |
| MRK | $36,008 – $190,000 | 5 | 3 |
| FSV | $24,010 – $185,000 | 10 | |
| TSLA | $23,009 – $170,000 | 7 | 2 |
| PFE | $23,009 – $170,000 | 5 | 4 |
| STRL | $34,006 – $160,000 | 1 | 5 |
| LLY | $54,005 – $160,000 | 3 | 2 |
| CVX | $34,006 – $160,000 | 3 | 3 |
| CMCSA | $22,008 – $155,000 | 2 | 6 |
| MELI | $22,008 – $155,000 | 5 | 3 |
| PTC | $22,008 – $155,000 | 8 | |
| DOX | $22,008 – $155,000 | 8 | |
| COIN | $10,010 – $150,000 | 6 | 4 |
| LPLA | $10,010 – $150,000 | 10 | |
| International Business Machines Corporation Common Stock (IBM) $50,000 | $45,003 – $150,000 | 1 | 2 |
| CPB | $53,004 – $145,000 | 3 | 1 |
| DAY | $53,004 – $145,000 | 3 | 1 |
| RVTY | $21,007 – $140,000 | 7 | |
| JNJ | $32,004 – $130,000 | 2 | 2 |
| ZTS | $8,008 – $120,000 | 4 | 4 |
| UBER | $8,008 – $120,000 | 5 | 3 |
| SARO | $8,008 – $120,000 | 8 | |
| HOOD | $8,008 – $120,000 | 5 | 3 |
| FN | $31,003 – $115,000 | 2 | 1 |
| GPN | $19,005 – $110,000 | 3 | 2 |
| FTV | $19,005 – $110,000 | 1 | 4 |
| TTD | $7,007 – $105,000 | 4 | 3 |
| VRSK | $7,007 – $105,000 | 4 | 3 |
| BBIO | $7,007 – $105,000 | 7 | |
| ORCL | $7,007 – $105,000 | 3 | 4 |
| PWR | $7,007 – $105,000 | 4 | 3 |
| California State Public Works Board Lease Rev Bonds | $50,001 – $100,000 | 1 | |
| ADM | $50,001 – $100,000 | 1 | |
| DBRG | $50,001 – $100,000 | 1 | |
| Redlands, CA, Uni. School District GO Bonds | $50,001 – $100,000 | 1 | |
| PAAS | $50,001 – $100,000 | 1 | |
| Wiseburn, CA, Unified School District GO Ref. A Bonds | $50,001 – $100,000 | 1 | |
| Cajon Valley, CA, Unified School District GO Bonds | $50,001 – $100,000 | 1 | |
| Healdsburg, CA Unified School Dist. GO Bonds | $50,001 – $100,000 | 1 | |
| Oakland, CA GO Bonds | $50,001 – $100,000 | 1 | |
| RAL | $30,002 – $100,000 | 2 | |
| Alameda County, CA Water District Financing Authority Bonds | $50,001 – $100,000 | 1 | |
| San Diego, CA Unified School District GO Bonds | $50,001 – $100,000 | 1 | |
| CACI | $30,002 – $100,000 | 1 | 1 |
| HE | $50,001 – $100,000 | 1 | |
| CRNX | $18,004 – $95,000 | 3 | 1 |
| FERG | $18,004 – $95,000 | 4 | |
| COCO | $18,004 – $95,000 | 3 | 1 |
| ROP | $18,004 – $95,000 | 1 | 3 |
| SSNC | $18,004 – $95,000 | 4 | |
| COP | $18,004 – $95,000 | 1 | 3 |
| WPM | $18,004 – $95,000 | 4 | |
| CCJ | $18,004 – $95,000 | 2 | 2 |
| ACN | $6,006 – $90,000 | 4 | 2 |
| KVUE | $6,006 – $90,000 | 3 | 3 |
| CSW | $6,006 – $90,000 | 6 | |
| MTSI | $6,006 – $90,000 | 1 | 5 |
| SMTC | $6,006 – $90,000 | 4 | 2 |
| PCVX | $6,006 – $90,000 | 6 | |
| VLTO | $6,006 – $90,000 | 5 | 1 |
| FIS | $6,006 – $90,000 | 4 | 2 |
| RNMBF | $6,006 – $90,000 | 4 | 2 |
| BKNG | $6,006 – $90,000 | 4 | 2 |
| PRIM | $6,006 – $90,000 | 1 | 5 |
| HESAF | $6,006 – $90,000 | 4 | 2 |
| FISV | $6,006 – $90,000 | 4 | 2 |
| BRK.B | $6,006 – $90,000 | 2 | 4 |
| AVGO | $6,006 – $90,000 | 4 | 2 |
| TDG | $6,006 – $90,000 | 4 | 2 |
| XIACF | $6,006 – $90,000 | 4 | 2 |
| MHVYF | $6,006 – $90,000 | 5 | 1 |
| KMI | $6,006 – $90,000 | 3 | 3 |
| Kellanova Common Stock (K) | $6,006 – $90,000 | 3 | 3 |
| APG | $6,006 – $90,000 | 6 | |
| MEDP | $17,003 – $80,000 | 3 | |
| SEI | $17,003 – $80,000 | 1 | 2 |
| VIAV | $5,005 – $75,000 | 5 | |
| STZ | $5,005 – $75,000 | 3 | 2 |
| EPAC | $5,005 – $75,000 | 5 | |
| RBC | $5,005 – $75,000 | 1 | 4 |
| AVAV | $5,005 – $75,000 | 4 | 1 |
| SPOT | $5,005 – $75,000 | 2 | 3 |
| ABT | $5,005 – $75,000 | 2 | 3 |
| GIS | $5,005 – $75,000 | 3 | 2 |
| AJINF | $5,005 – $75,000 | 3 | 2 |
| MU | $5,005 – $75,000 | 2 | 3 |
| STE | $5,005 – $75,000 | 5 | |
| GIL | $5,005 – $75,000 | 5 | |
| BABAF | $5,005 – $75,000 | 4 | 1 |
| ANET | $5,005 – $75,000 | 3 | 2 |
| WAT | $5,005 – $75,000 | 5 | |
| CI | $5,005 – $75,000 | 1 | 4 |
| UPS | $5,005 – $75,000 | 2 | 3 |
| TSM | $5,005 – $75,000 | 4 | 1 |
| TRGP | $5,005 – $75,000 | 4 | 1 |
| TCTZF | $5,005 – $75,000 | 3 | 2 |
| BE | $5,005 – $75,000 | 4 | 1 |
| NET | $5,005 – $75,000 | 4 | 1 |
| HD | $5,005 – $75,000 | 4 | 1 |
| CP | $5,005 – $75,000 | 3 | 2 |
| HAL | $5,005 – $75,000 | 3 | 2 |
| BA | $5,005 – $75,000 | 3 | 2 |
| LMT | $5,005 – $75,000 | 3 | 2 |
| MCK | $5,005 – $75,000 | 2 | 3 |
| HUM | $5,005 – $75,000 | 2 | 3 |
| TOELF | $16,002 – $65,000 | 2 | |
| EOG | $16,002 – $65,000 | 1 | 1 |
| COLB | $16,002 – $65,000 | 1 | 1 |
| MGY | $16,002 – $65,000 | 2 | |
| SWTX | $16,002 – $65,000 | 1 | 1 |
| SPHR | $16,002 – $65,000 | 2 | |
| WBA | $16,002 – $65,000 | 2 | |
| ADBE | $4,004 – $60,000 | 1 | 3 |
| CRWD | $4,004 – $60,000 | 3 | 1 |
| PGR | $4,004 – $60,000 | 2 | 2 |
| SKWD | $4,004 – $60,000 | 4 | |
| CRDO | $4,004 – $60,000 | 2 | 2 |
| TEL | $4,004 – $60,000 | 3 | 1 |
| AZO | $4,004 – $60,000 | 2 | 2 |
| LGND | $4,004 – $60,000 | 4 | |
| MDB | $4,004 – $60,000 | 3 | 1 |
| ST | $4,004 – $60,000 | 4 | |
| CTRA | $4,004 – $60,000 | 2 | 1 |
| GOOGL | $4,004 – $60,000 | 2 | 2 |
| FICO | $4,004 – $60,000 | 2 | 2 |
| PANW | $4,004 – $60,000 | 2 | 2 |
| SQ | $4,004 – $60,000 | 3 | 1 |
| EG | $4,004 – $60,000 | 2 | 2 |
| TAP | $4,004 – $60,000 | 2 | 2 |
| AGIO | $4,004 – $60,000 | 4 | |
| SUPN | $4,004 – $60,000 | 3 | 1 |
| RARE | $4,004 – $60,000 | 4 | |
| VCYT | $4,004 – $60,000 | 3 | 1 |
| ISRG | $4,004 – $60,000 | 4 | |
| PG | $4,004 – $60,000 | 2 | 2 |
| VRT | $4,004 – $60,000 | 3 | 1 |
| ETN | $4,004 – $60,000 | 3 | 1 |
| LEN | $4,004 – $60,000 | 2 | 2 |
| NTDOF | $4,004 – $60,000 | 3 | 1 |
| MBFJF | $4,004 – $60,000 | 4 | |
| NFLX | $4,004 – $60,000 | 2 | 2 |
| INTA | $4,004 – $60,000 | 2 | 2 |
| MOH | $4,004 – $60,000 | 2 | 2 |
| INSM | $4,004 – $60,000 | 4 | |
| CNC | $4,004 – $60,000 | 2 | 2 |
| WTW | $4,004 – $60,000 | 3 | 1 |
| LNTH | $4,004 – $60,000 | 4 | |
| MSB | $15,001 – $50,000 | 1 | |
| ALKS | $15,001 – $50,000 | 1 | |
| NSA | $15,001 – $50,000 | ||
| SFM | $15,001 – $50,000 | 1 | |
| AGX | $15,001 – $50,000 | 1 | |
| MSTR | $15,001 – $50,000 | 1 | |
| MIAX | $15,001 – $50,000 | 1 | |
| GE | $15,001 – $50,000 | 1 | |
| ADC | $15,001 – $50,000 | 1 | |
| Long Beach, CA Unified School District Bonds | $15,001 – $50,000 | 1 | |
| Calaveras County, CA GO Ref. Bonds | $15,001 – $50,000 | 1 | |
| STRC | $15,001 – $50,000 | 1 | |
| LRCX | $15,001 – $50,000 | 1 | |
| Willis Towers Watson Public Limited Company - Ordinary Shares (WTW) $5 | $15,001 – $50,000 | 1 | |
| DD | $3,003 – $45,000 | 1 | 2 |
| EA | $3,003 – $45,000 | 2 | 1 |
| IBM | $3,003 – $45,000 | 1 | 2 |
| PSKY | $3,003 – $45,000 | 1 | 2 |
| USPH | $3,003 – $45,000 | 2 | 1 |
| HQY | $3,003 – $45,000 | 2 | 1 |
| MTX | $3,003 – $45,000 | 2 | 1 |
| BOOT | $3,003 – $45,000 | 2 | 1 |
| BR | $3,003 – $45,000 | 2 | 1 |
| TXRH | $3,003 – $45,000 | 2 | 1 |
| AAPL | $3,003 – $45,000 | 3 | |
| MA | $3,003 – $45,000 | 2 | 1 |
| COO | $3,003 – $45,000 | 3 | |
| ARQT | $3,003 – $45,000 | 2 | 1 |
| CLX | $3,003 – $45,000 | 1 | 2 |
| DPZ | $3,003 – $45,000 | 2 | 1 |
| FDS | $3,003 – $45,000 | 2 | 1 |
| TYL | $3,003 – $45,000 | 1 | 2 |
| Wayfair Inc. Class A Common Stock (W) | $3,003 – $45,000 | 3 | |
| FBK | $3,003 – $45,000 | 3 | |
| ARE | $3,003 – $45,000 | 2 | 1 |
| APO | $3,003 – $45,000 | 2 | 1 |
| JKHY | $3,003 – $45,000 | 2 | 1 |
| NOW | $3,003 – $45,000 | 1 | 2 |
| AEIS | $3,003 – $45,000 | 2 | 1 |
| SCHW | $3,003 – $45,000 | 1 | 2 |
| VICI | $3,003 – $45,000 | 2 | 1 |
| AZTA | $3,003 – $45,000 | 3 | |
| SKY | $3,003 – $45,000 | 3 | |
| ITT | $3,003 – $45,000 | 2 | 1 |
| LGN | $3,003 – $45,000 | 3 | |
| UFPI | $3,003 – $45,000 | 1 | 2 |
| THR | $3,003 – $45,000 | 2 | 1 |
| PAR | $3,003 – $45,000 | 2 | 1 |
| EXE | $3,003 – $45,000 | 2 | 1 |
| OXY | $3,003 – $45,000 | 2 | 1 |
| OKE | $3,003 – $45,000 | 2 | 1 |
| WBD | $3,003 – $45,000 | 2 | 1 |
| ASML | $3,003 – $45,000 | 2 | 1 |
| COST | $3,003 – $45,000 | 2 | 1 |
| META | $3,003 – $45,000 | 2 | 1 |
| SBGSF | $3,003 – $45,000 | 2 | 1 |
| GEV | $3,003 – $45,000 | 3 | |
| GPOR | $3,003 – $45,000 | 2 | 1 |
| SBAC | $3,003 – $45,000 | 1 | 2 |
| RBLX | $3,003 – $45,000 | 2 | 1 |
| BMY | $3,003 – $45,000 | 2 | 1 |
| Realty Income Corporation Common Stock (O) | $3,003 – $45,000 | 2 | 1 |
| AZN | $3,003 – $45,000 | 3 | |
| RACE | $3,003 – $45,000 | 2 | 1 |
| SYK | $3,003 – $45,000 | 3 | |
| BCLYF | $3,003 – $45,000 | 3 | |
| SMEGF | $3,003 – $45,000 | 3 | |
| UNCFF | $3,003 – $45,000 | 3 | |
| CMG | $3,003 – $45,000 | 1 | 2 |
| NXPI | $3,003 – $45,000 | 3 | |
| ALKT | $3,003 – $45,000 | 3 | |
| KKR | $3,003 – $45,000 | 2 | 1 |
| CVLT | $3,003 – $45,000 | 3 | |
| LUV | $3,003 – $45,000 | 2 | 1 |
| AVTR | $3,003 – $45,000 | 3 | |
| ELV | $3,003 – $45,000 | 2 | 1 |
| Ford Motor Company Common Stock (F) | $3,003 – $45,000 | 2 | 1 |
| FDX | $2,002 – $30,000 | 1 | 1 |
| GBCI | $2,002 – $30,000 | 2 | |
| LITE | $2,002 – $30,000 | 1 | 1 |
| VZ | $2,002 – $30,000 | 1 | 1 |
| AORT | $2,002 – $30,000 | 1 | 1 |
| HLI | $2,002 – $30,000 | 2 | |
| SPXC | $2,002 – $30,000 | 2 | |
| ABCB | $2,002 – $30,000 | 1 | 1 |
| BCRX | $2,002 – $30,000 | 2 | |
| DCO | $2,002 – $30,000 | 2 | |
| HMN | $2,002 – $30,000 | 1 | 1 |
| IRT | $2,002 – $30,000 | 2 | |
| NHI | $2,002 – $30,000 | 2 | |
| SF | $2,002 – $30,000 | 1 | 1 |
| CBZ | $2,002 – $30,000 | 1 | 1 |
| CYTK | $2,002 – $30,000 | 2 | |
| SFTBF | $2,002 – $30,000 | 1 | 1 |
| TCBI | $2,002 – $30,000 | 2 | |
| DSGX | $2,002 – $30,000 | 1 | 1 |
| ADP | $2,002 – $30,000 | 1 | 1 |
| CME | $2,002 – $30,000 | 1 | 1 |
| FOX | $2,002 – $30,000 | 1 | 1 |
| SAN | $2,002 – $30,000 | 2 | |
| BNPQF | $2,002 – $30,000 | 2 | |
| BIIB | $2,002 – $30,000 | 2 | |
| CIEN | $2,002 – $30,000 | 2 | |
| PWP | $2,002 – $30,000 | 2 | |
| NOVT | $2,002 – $30,000 | 2 | |
| CVNA | $2,002 – $30,000 | 1 | 1 |
| CB | $2,002 – $30,000 | 1 | 1 |
| PYPL | $2,002 – $30,000 | 1 | 1 |
| REGN | $2,002 – $30,000 | 1 | 1 |
| TPH | $2,002 – $30,000 | 2 | |
| TRMB | $2,002 – $30,000 | 1 | 1 |
| CHTR | $2,002 – $30,000 | 1 | 1 |
| CTSH | $2,002 – $30,000 | 1 | 1 |
| DDOG | $2,002 – $30,000 | 1 | 1 |
| EPAM | $2,002 – $30,000 | 1 | 1 |
| EFX | $2,002 – $30,000 | 1 | 1 |
| FTNT | $2,002 – $30,000 | 1 | 1 |
| IT | $2,002 – $30,000 | 1 | 1 |
| IP | $2,002 – $30,000 | 1 | 1 |
| MOS | $2,002 – $30,000 | 1 | 1 |
| OMC | $2,002 – $30,000 | 1 | 1 |
| PAYC | $2,002 – $30,000 | 1 | 1 |
| KHC | $2,002 – $30,000 | 2 | |
| CDRE | $2,002 – $30,000 | 2 | |
| KEY | $2,002 – $30,000 | 1 | 1 |
| LULU | $2,002 – $30,000 | 1 | 1 |
| SNDK | $2,002 – $30,000 | 2 | |
| VRSN | $2,002 – $30,000 | 1 | 1 |
| FSS | $2,002 – $30,000 | 2 | |
| HALO | $2,002 – $30,000 | 1 | 1 |
| ATRC | $2,002 – $30,000 | 2 | |
| AVNT | $2,002 – $30,000 | 2 | |
| CATY | $2,002 – $30,000 | 2 | |
| TNDM | $2,002 – $30,000 | 2 | |
| AME | $2,002 – $30,000 | 1 | 1 |
| AJG | $2,002 – $30,000 | 1 | 1 |
| COF | $2,002 – $30,000 | 1 | 1 |
| ERIE | $2,002 – $30,000 | 1 | 1 |
| FSLR | $2,002 – $30,000 | 1 | 1 |
| GD | $2,002 – $30,000 | 1 | 1 |
| DOC | $2,002 – $30,000 | 1 | 1 |
| IVZ | $2,002 – $30,000 | 1 | 1 |
| INVH | $2,002 – $30,000 | 1 | 1 |
| PRU | $2,002 – $30,000 | 1 | 1 |
| SWKS | $2,002 – $30,000 | 1 | 1 |
| UAL | $2,002 – $30,000 | 1 | 1 |
| DIS | $2,002 – $30,000 | 1 | 1 |
| WMB | $2,002 – $30,000 | 1 | 1 |
| SLGN | $2,002 – $30,000 | 2 | |
| APA | $2,002 – $30,000 | 1 | 1 |
| BKR | $2,002 – $30,000 | 1 | 1 |
| BRO | $2,002 – $30,000 | 1 | 1 |
| DHI | $2,002 – $30,000 | 1 | 1 |
| INTC | $2,002 – $30,000 | 2 | |
| LIN | $2,002 – $30,000 | 2 | |
| VLO | $2,002 – $30,000 | 2 | |
| VTR | $2,002 – $30,000 | 1 | 1 |
| AMCR | $2,002 – $30,000 | 1 | 1 |
| BXP | $2,002 – $30,000 | 1 | 1 |
| CBOE | $2,002 – $30,000 | 1 | 1 |
| CCI | $2,002 – $30,000 | 1 | 1 |
| PSA | $2,002 – $30,000 | 2 | |
| ARMK | $2,002 – $30,000 | 2 | |
| FWRG | $2,002 – $30,000 | 2 | |
| DBSDF | $2,002 – $30,000 | 2 | |
| AZSEY | $2,002 – $30,000 | 2 | |
| IBDSF | $2,002 – $30,000 | 2 | |
| CAT | $2,002 – $30,000 | 2 | |
| DOW | $2,002 – $30,000 | 1 | 1 |
| FCX | $2,002 – $30,000 | 2 | |
| JPM | $2,002 – $30,000 | 2 | |
| MS | $2,002 – $30,000 | 2 | |
| SNPS | $2,002 – $30,000 | 2 | |
| VTRS | $2,002 – $30,000 | 1 | 1 |
| WMT | $2,002 – $30,000 | 2 | |
| SMCI | $2,002 – $30,000 | 1 | 1 |
| RSNHF | $2,002 – $30,000 | 1 | 1 |
| SAP | $2,002 – $30,000 | 1 | 1 |
| EIX | $2,002 – $30,000 | 2 | |
| OKTA | $2,002 – $30,000 | 1 | 1 |
| NOC | $2,002 – $30,000 | 1 | 1 |
| PPBI | $2,002 – $30,000 | 1 | |
| GTLS | $2,002 – $30,000 | 2 | |
| MDLZ | $2,002 – $30,000 | 2 | |
| CDNS | $2,002 – $30,000 | 2 | |
| SLB | $2,002 – $30,000 | 1 | 1 |
| ANSS | $2,002 – $30,000 | 1 | |
| FWONK | $2,002 – $30,000 | 2 | |
| ORLY | $2,002 – $30,000 | 1 | 1 |
| YUM | $2,002 – $30,000 | 1 | 1 |
| UTZ | $2,002 – $30,000 | 2 | |
| IR | $2,002 – $30,000 | 2 | |
| SLAB | $2,002 – $30,000 | 2 | |
| ITCI | $2,002 – $30,000 | 2 | |
| WYNN | $2,002 – $30,000 | 1 | 1 |
| DG | $2,002 – $30,000 | 1 | 1 |
| PCG | $2,002 – $30,000 | 2 | |
| ICFI | $2,002 – $30,000 | 2 | |
| XRAY | $2,002 – $30,000 | 2 | |
| PRAX | $1,001 – $15,000 | 1 | |
| SAIL | $1,001 – $15,000 | 1 | |
| MRVL | $1,001 – $15,000 | 1 | |
| WDC | $1,001 – $15,000 | 1 | |
| COMP | $1,001 – $15,000 | 1 | |
| LAMR | $1,001 – $15,000 | 1 | |
| BCPC | $1,001 – $15,000 | 1 | |
| BRCM | $1,001 – $15,000 | 1 | |
| CECO | $1,001 – $15,000 | 1 | |
| MCHP | $1,001 – $15,000 | 1 | |
| SPCX | $1,001 – $15,000 | 1 | |
| INDB | $1,001 – $15,000 | 1 | |
| GEHCV | $1,001 – $15,000 | 1 | |
| MDT | $1,001 – $15,000 | 1 | |
| THLEF | $1,001 – $15,000 | 1 | |
| SNEJF | $1,001 – $15,000 | 1 | |
| GEN | $1,001 – $15,000 | 1 | |
| INTU | $1,001 – $15,000 | 1 | |
| NWS | $1,001 – $15,000 | 1 | |
| NKE | $1,001 – $15,000 | 1 | |
| PAYX | $1,001 – $15,000 | 1 | |
| COHR | $1,001 – $15,000 | 1 | |
| GLW | $1,001 – $15,000 | 1 | |
| WFC | $1,001 – $15,000 | 1 | |
| CENTA | $1,001 – $15,000 | 1 | |
| GTES | $1,001 – $15,000 | 1 | |
| GMED | $1,001 – $15,000 | 1 | |
| IDA | $1,001 – $15,000 | 1 | |
| NWE | $1,001 – $15,000 | 1 | |
| PATK | $1,001 – $15,000 | 1 | |
| APPF | $1,001 – $15,000 | 1 | |
| EQT | $1,001 – $15,000 | 1 | |
| ILMN | $1,001 – $15,000 | 1 | |
| FINMF | $1,001 – $15,000 | 1 | |
| DLTR | $1,001 – $15,000 | 1 | |
| SNDR | $1,001 – $15,000 | 1 | |
| CF | $1,001 – $15,000 | 1 | |
| CHRD | $1,001 – $15,000 | 1 | |
| CSCO | $1,001 – $15,000 | 1 | |
| HST | $1,001 – $15,000 | 1 | |
| LYB | $1,001 – $15,000 | 1 | |
| REG | $1,001 – $15,000 | 1 | |
| RTX | $1,001 – $15,000 | 1 | |
| STLD | $1,001 – $15,000 | 1 | |
| SHAK | $1,001 – $15,000 | 1 | |
| TKO | $1,001 – $15,000 | 1 | |
| DECK | $1,001 – $15,000 | 1 | |
| HON | $1,001 – $15,000 | 1 | |
| IFF | $1,001 – $15,000 | 1 | |
| MTB | $1,001 – $15,000 | 1 | |
| FB | $1,001 – $15,000 | 1 | |
| SW | $1,001 – $15,000 | 1 | |
| BYDDF | $1,001 – $15,000 | 1 | |
| KMB | $1,001 – $15,000 | 1 | |
| Qnity Electronics, Inc. Common Stock (Q) | $1,001 – $15,000 | ||
| CNS | $1,001 – $15,000 | 1 | |
| PHR | $1,001 – $15,000 | 1 | |
| BWIN | $1,001 – $15,000 | 1 | |
| USB | $1,001 – $15,000 | 1 | |
| WM | $1,001 – $15,000 | 1 | |
| MMC | $1,001 – $15,000 | 1 | |
| SYY | $1,001 – $15,000 | 1 | |
| MET | $1,001 – $15,000 | 1 | |
| CHRW | $1,001 – $15,000 | 1 | |
| DSKYF | $1,001 – $15,000 | 1 | |
| RIO | $1,001 – $15,000 | 1 | |
| NEE | $1,001 – $15,000 | 1 | |
| SBCF | $1,001 – $15,000 | 1 | |
| LHX | $1,001 – $15,000 | 1 | |
| PLD | $1,001 – $15,000 | 1 | |
| SMFNF | $1,001 – $15,000 | 1 | |
| DAVA | $1,001 – $15,000 | 1 | |
| ENGQF | $1,001 – $15,000 | 1 | |
| HLT | $1,001 – $15,000 | 1 | |
| NEO | $1,001 – $15,000 | 1 | |
| ICUI | $1,001 – $15,000 | 1 | |
| BDRFF | $1,001 – $15,000 | 1 | |
| CPRI | $1,001 – $15,000 | 1 | |
| DTM | $1,001 – $15,000 | 1 | |
| ZION | $1,001 – $15,000 | 1 | |
| FLYW | $1,001 – $15,000 | 1 | |
| SRPT | $1,001 – $15,000 | 1 | |
| CHX | $1,001 – $15,000 | 1 | |
| TME | $1,001 – $15,000 | 1 | |
| HSIC | $1,001 – $15,000 | 1 | |
| HOLX | $1,001 – $15,000 | 1 | |
| LH | $1,001 – $15,000 | 1 | |
| RBA | $1,001 – $15,000 | 1 | |
| ANCTF | $1,001 – $15,000 | 1 | |
| HLMN | $1,001 – $15,000 | 1 | |
| AKAM | $1,001 – $15,000 | 1 | |
| ALGN | $1,001 – $15,000 | 1 | |
| DHR | $1,001 – $15,000 | 1 | |
| GM | $1,001 – $15,000 | 1 | |
| FNA | $1,001 – $15,000 | 1 | |
| ABNB | $1,001 – $15,000 | 1 | |
| CVS | $1,001 – $15,000 | 1 | |
| Dominion Energy, Inc. Common Stock (D) | $1,001 – $15,000 | 1 | |
| DGX | $1,001 – $15,000 | 1 | |
| SJM | $1,001 – $15,000 | 1 | |
| KMX | $1,001 – $15,000 | 1 | |
| KLAC | $1,001 – $15,000 | 1 | |
| WAB | $1,001 – $15,000 | 1 |
Newest first, with the date it was disclosed and the gap between the two. Sort by lag to see the slowest disclosures, or filter by symbol.
| 2026-07-31 | 2026-09-04 | 35d | MSB Mesabi Trust Common Stock | Purchase | $15,001 – $50,000 | — |
| 2026-07-30 | 2026-09-04 | 36d | ALKS Alkermes plc - Ordinary Shares | Purchase | $15,001 – $50,000 | — |
| 2026-07-30 | 2026-09-04 | 36d | CRNX Crinetics Pharmaceuticals, Inc. - Common Stock | Sale | $15,001 – $50,000 | — |
| 2026-07-30 | 2026-09-04 | 36d | PRAX Praxis Precision Medicines, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-07-24 | 2026-09-04 | 42d | ADBE Adobe Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-07-24 | 2026-09-04 | 42d | BABA Alibaba Group Holding Limited American Depositary Shares | Sale | $100,001 – $250,000 | — |
| 2026-07-23 | 2026-09-04 | 43d | NSA National Storage Affiliates Trust Common Shares of Benef | Exchange | $15,001 – $50,000 | — |
| 2026-07-21 | 2026-09-04 | 45d | FDX FedEx Corporation Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-07-21 | 2026-09-04 | 45d | GBCI Glacier Bancorp, Inc. | Purchase | $1,001 – $15,000 | — |
| 2026-07-21 | 2026-09-04 | 45d | SAIL SailPoint, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-07-21 | 2026-09-04 | 45d | VIAV Viavi Solutions Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-07-17 | 2026-09-04 | 49d | ACN Accenture plc Class A Ordinary Shares | Purchase | $1,001 – $15,000 | — |
| 2026-07-17 | 2026-09-04 | 49d | AMD Advanced Micro Devices, Inc. | Purchase | $1,001 – $15,000 | — |
| 2026-07-17 | 2026-09-04 | 49d | APP Applovin Corporation - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-07-17 | 2026-09-04 | 49d | COIN Coinbase Global, Inc. - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-07-17 | 2026-09-04 | 49d | CMCSA Comcast Corporation - Class A Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-07-17 | 2026-09-04 | 49d | STZ Constellation Brands, Inc. Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-07-17 | 2026-09-04 | 49d | CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-07-17 | 2026-09-04 | 49d | DD DuPont de Nemours, Inc. Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-07-17 | 2026-09-04 | 49d | EA Electronic Arts Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-07-17 | 2026-09-04 | 49d | IBM International Business Machines Corporation Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-07-17 | 2026-09-04 | 49d | KVUE Kenvue Inc. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-07-17 | 2026-09-04 | 49d | LITE Lumentum Holdings Inc. - Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-07-17 | 2026-09-04 | 49d | MRVL Marvell Technology, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-07-17 | 2026-09-04 | 49d | MSFT Microsoft Corporation - Common Stock | Purchase | $15,001 – $50,000 | — |
| 2026-07-17 | 2026-09-04 | 49d | NVDA NVIDIA Corporation - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-07-17 | 2026-09-04 | 49d | PLTR Palantir Technologies Inc. - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-07-17 | 2026-09-04 | 49d | PSKY Paramount Skydance Corporation - Class B Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-07-17 | 2026-09-04 | 49d | PGR Progressive Corporation | Partial sale | $1,001 – $15,000 | — |
| 2026-07-17 | 2026-09-04 | 49d | TTD The Trade Desk, Inc. - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-07-17 | 2026-09-04 | 49d | USPH Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-07-17 | 2026-09-04 | 49d | VZ Verizon Communications Inc. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-07-17 | 2026-09-04 | 49d | WDC Western Digital Corporation - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-07-17 | 2026-09-04 | 49d | ZTS Zoetis Inc. Class A Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-07-16 | 2026-09-04 | 50d | AORT Artivion, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-07-16 | 2026-09-04 | 50d | COMP Compass, Inc. Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-07-16 | 2026-09-04 | 50d | CSW CSW Industrials, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-07-16 | 2026-09-04 | 50d | EPAC Enerpac Tool Group Corp. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-07-16 | 2026-09-04 | 50d | FN Fabrinet Ordinary Shares | Sale | $15,001 – $50,000 | — |
| 2026-07-16 | 2026-09-04 | 50d | FERG Ferguson Enterprises Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-07-16 | 2026-09-04 | 50d | HLI Houlihan Lokey, Inc. Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-07-16 | 2026-09-04 | 50d | LAMR Lamar Advertising Company - Class A Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-07-16 | 2026-09-04 | 50d | MTSI MACOM Technology Solutions Holdings, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-07-16 | 2026-09-04 | 50d | RBC RBC Bearings Incorporated Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-07-16 | 2026-09-04 | 50d | SMTC | Partial sale | $1,001 – $15,000 | — |
| 2026-07-16 | 2026-09-04 | 50d | SKWD Skyward Specialty Insurance Group, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-07-16 | 2026-09-04 | 50d | SFM Sprouts Farmers Market, Inc. - Common Stock | Purchase | $15,001 – $50,000 | — |
| 2026-07-16 | 2026-09-04 | 50d | SPXC SPX Technologies, Inc. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-07-16 | 2026-09-04 | 50d | PCVX Vaxcyte, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-07-10 | 2026-09-04 | 56d | ABCB Ameris Bancorp - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-07-10 | 2026-09-04 | 56d | BCPC Balchem Corporation - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-07-10 | 2026-09-04 | 56d | BCRX BioCryst Pharmaceuticals, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-07-10 | 2026-09-04 | 56d | DCO Ducommun Incorporated Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-07-10 | 2026-09-04 | 56d | EPAC Enerpac Tool Group Corp. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-07-10 | 2026-09-04 | 56d | HQY HealthEquity, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-07-10 | 2026-09-04 | 56d | HMN Horace Mann Educators Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-07-10 | 2026-09-04 | 56d | IRT Independence Realty Trust, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-07-10 | 2026-09-04 | 56d | MTX Minerals Technologies Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-07-10 | 2026-09-04 | 56d | NHI National Health Investors, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-07-10 | 2026-09-04 | 56d | SKWD Skyward Specialty Insurance Group, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-07-10 | 2026-09-04 | 56d | SF Stifel Financial Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-07-10 | 2026-09-04 | 56d | COCO The Vita Coco Company, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-07-02 | 2026-09-04 | 64d | AVAV AeroVironment, Inc. - Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-07-02 | 2026-09-04 | 64d | CRDO Credo Technology Group Holding Ltd - Ordinary Shares | Sale | $1,001 – $15,000 | — |
| 2026-06-30 | 2026-07-02 | 2d | AGX Argan, Inc. Common Stock | Purchase | $15,001 – $50,000 | — |
| 2026-06-30 | 2026-07-02 | 2d | BOOT Boot Barn Holdings, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-06-30 | 2026-07-02 | 2d | BRCM Broadcom Corporation - Class A | Partial sale | $1,001 – $15,000 | — |
| 2026-06-30 | 2026-07-02 | 2d | BR Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-06-30 | 2026-07-02 | 2d | CBZ CBIZ, Inc. Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-06-30 | 2026-07-02 | 2d | CECO CECO Environmental Corp. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-06-30 | 2026-07-02 | 2d | CRDO Credo Technology Group Holding Ltd - Ordinary Shares | Partial sale | $1,001 – $15,000 | — |
| 2026-06-30 | 2026-07-02 | 2d | CYTK Cytokinetics, Incorporated - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-06-30 | 2026-07-02 | 2d | HQY HealthEquity, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-06-30 | 2026-07-02 | 2d | MCHP Microchip Technology Incorporated - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-06-30 | 2026-07-02 | 2d | RBC RBC Bearings Incorporated Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-06-30 | 2026-07-02 | 2d | SMTC Semtech Corporation - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-06-30 | 2026-07-02 | 2d | SFTBF SOFTBANK GROUP CORP | Sale | $1,001 – $15,000 | — |
| 2026-06-30 | 2026-07-02 | 2d | TCBI Texas Capital Bancshares, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-06-30 | 2026-07-02 | 2d | TXRH Texas Roadhouse, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-06-30 | 2026-07-02 | 2d | DSGX The Descartes Systems Group Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-06-24 | 2026-07-02 | 8d | Los Angeles, CA Tax & Revenue Anticipation Notes | Purchase | $100,001 – $250,000 | — |
| 2026-06-24 | 2026-07-02 | 8d | VLTO Veralto Corp Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-06-18 | 2026-07-02 | 14d | SPCX Space Exploration Technologies Corp. - Class A Common St | Purchase | $1,001 – $15,000 | — |
| 2026-06-18 | 2026-07-02 | 14d | SPOT Spotify Technology S.A. Ordinary Shares | Sale | $1,001 – $15,000 | — |
| 2026-06-16 | 2026-07-02 | 16d | ABT Abbott Laboratories Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-06-16 | 2026-07-02 | 16d | ACN Accenture plc Class A Ordinary Shares | Purchase | $1,001 – $15,000 | — |
| 2026-06-16 | 2026-07-02 | 16d | ADP Automatic Data Processing, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-06-16 | 2026-07-02 | 16d | CME CME Group Inc. - Class A Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-06-16 | 2026-07-02 | 16d | COIN Coinbase Global, Inc. - Class A Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-06-16 | 2026-07-02 | 16d | CMCSA Comcast Corporation - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-06-16 | 2026-07-02 | 16d | CAG ConAgra Brands, Inc. Common Stock | Sale | $15,001 – $50,000 | — |
| 2026-06-16 | 2026-07-02 | 16d | EA Electronic Arts Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-06-16 | 2026-07-02 | 16d | FIS Fidelity National Information Services, Inc. Common Stoc | Purchase | $1,001 – $15,000 | — |
| 2026-06-16 | 2026-07-02 | 16d | FOX Fox Corporation - Class B Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-06-16 | 2026-07-02 | 16d | GIS General Mills, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-06-16 | 2026-07-02 | 16d | GDDY GoDaddy Inc. Class A Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-06-16 | 2026-07-02 | 16d | KVUE Kenvue Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-06-16 | 2026-07-02 | 16d | MSFT Microsoft Corporation - Common Stock | Partial sale | $15,001 – $50,000 | — |
| 2026-06-16 | 2026-07-02 | 16d | PGR Progressive Corporation | Purchase | $1,001 – $15,000 | — |
| 2026-06-16 | 2026-07-02 | 16d | STRL Common Stock | Partial sale | $15,001 – $50,000 | — |
| 2026-06-16 | 2026-07-02 | 16d | TTD The Trade Desk, Inc. - Class A Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-06-16 | 2026-07-02 | 16d | VRSK Verisk Analytics, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-06-16 | 2026-07-02 | 16d | ZTS Zoetis Inc. Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-06-11 | 2026-07-02 | 21d | FSV FirstService Corporation - Common Shares | Purchase | $1,001 – $15,000 | — |
| 2026-06-11 | 2026-07-02 | 21d | LPLA LPL Financial Holdings Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-06-10 | 2026-07-02 | 22d | LLY Eli Lilly and Company Common Stock | Purchase | $50,001 – $100,000 | — |
| 2026-06-10 | 2026-07-02 | 22d | MELI MercadoLibre, Inc. - Common Stock | Purchase | $15,001 – $50,000 | — |
| 2026-06-10 | 2026-07-02 | 22d | TOELF | Purchase | $15,001 – $50,000 | — |
| 2026-06-09 | 2026-07-02 | 23d | AJINF Ajinomoto Company, Inc. Ordinary Shares | Sale | $1,001 – $15,000 | — |
| 2026-06-09 | 2026-07-02 | 23d | SAN Banco Santander, S.A. Sponsored ADR | Purchase | $1,001 – $15,000 | — |
| 2026-06-09 | 2026-07-02 | 23d | BNPQF BNP Paribas Ordinary Shares | Purchase | $1,001 – $15,000 | — |
| 2026-06-05 | 2026-07-02 | 27d | AMD Advanced Micro Devices, Inc. | Purchase | $1,001 – $15,000 | — |
| 2026-06-05 | 2026-07-02 | 27d | AAPL Apple Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-06-05 | 2026-07-02 | 27d | BIIB Biogen Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-06-05 | 2026-07-02 | 27d | BSX Boston Scientific Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-06-05 | 2026-07-02 | 27d | BSX Boston Scientific Corporation Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-06-05 | 2026-07-02 | 27d | LPLA LPL Financial Holdings Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-06-05 | 2026-07-02 | 27d | MA Mastercard Incorporated Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-06-05 | 2026-07-02 | 27d | MU Micron Technology, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-06-05 | 2026-07-02 | 27d | MSTR Strategy Inc - Class A Common Stock | Purchase | $15,001 – $50,000 | — |
| 2026-06-05 | 2026-07-02 | 27d | TEL TE Connectivity plc Ordinary Shares | Purchase | $1,001 – $15,000 | — |
| 2026-06-05 | 2026-07-02 | 27d | COO The Cooper Companies, Inc. | Purchase | $1,001 – $15,000 | — |
| 2026-06-05 | 2026-07-02 | 27d | WRB W.R. Berkley Corporation Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-06-05 | 2026-07-02 | 27d | WDAY Workday, Inc. - Class A Common Stock | Sale | $15,001 – $50,000 | — |
| 2026-06-02 | 2026-07-02 | 30d | Mount San Jacinto, CA, Cmnty. College Dist. Bonds | Sale | $500,001 – $1,000,000 | — |
| 2026-06-02 | 2026-06-08 | 6d | SFTBF SOFTBANK GROUP CORP | Purchase | $1,001 – $15,000 | — |
| 2026-05-29 | 2026-06-08 | 10d | ARQT Arcutis Biotherapeutics, Inc. - Common stock | Purchase | $1,001 – $15,000 | — |
| 2026-05-29 | 2026-06-08 | 10d | AZO AutoZone, Inc. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-05-29 | 2026-06-08 | 10d | BSX Boston Scientific Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-05-29 | 2026-06-08 | 10d | CIEN Ciena Corporation | Purchase | $1,001 – $15,000 | — |
| 2026-05-29 | 2026-06-08 | 10d | DASH DoorDash, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-05-29 | 2026-06-08 | 10d | GPN | Purchase | $1,001 – $15,000 | — |
| 2026-05-29 | 2026-06-08 | 10d | INDB Independent Bank Corp. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-05-29 | 2026-06-08 | 10d | LGND Ligand Pharmaceuticals Incorporated - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-05-29 | 2026-06-08 | 10d | New York City, NY Transitional Finance Authority Bonds | Purchase | $250,001 – $500,000 | — |
| 2026-05-29 | 2026-06-08 | 10d | PWP Perella Weinberg Partners - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-05-29 | 2026-06-08 | 10d | TEL TE Connectivity plc Ordinary Shares | Purchase | $1,001 – $15,000 | — |
| 2026-05-29 | 2026-06-08 | 10d | TSLA Tesla, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-05-29 | 2026-06-08 | 10d | TCBI Texas Capital Bancshares, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-05-29 | 2026-06-08 | 10d | COO The Cooper Companies, Inc. | Purchase | $1,001 – $15,000 | — |
| 2026-05-29 | 2026-06-08 | 10d | WRB W.R. Berkley Corporation Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-05-29 | 2026-06-08 | 10d | WDAY Workday, Inc. - Class A Common Stock | Partial sale | $15,001 – $50,000 | — |
| 2026-05-22 | 2026-06-08 | 17d | MTSI MACOM Technology Solutions Holdings, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-05-19 | 2026-06-08 | 20d | BSX Boston Scientific Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-05-19 | 2026-06-08 | 20d | LPLA LPL Financial Holdings Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-05-19 | 2026-06-08 | 20d | WRB W.R. Berkley Corporation Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-05-18 | 2026-06-08 | 21d | CSW CSW Industrials, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-05-18 | 2026-06-08 | 21d | DCO Ducommun Incorporated Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-05-18 | 2026-06-08 | 21d | NOVT Novanta Inc. - Common Shares | Purchase | $1,001 – $15,000 | — |
| 2026-05-18 | 2026-06-08 | 21d | RNMBF Rheinmetall Ag Ordinary Shares | Sale | $1,001 – $15,000 | — |
| 2026-05-18 | 2026-06-08 | 21d | STRL Sterling Infrastructure, Inc. - Common Stock | Partial sale | $15,001 – $50,000 | — |
| 2026-05-18 | 2026-06-08 | 21d | TOELF TOKYO ELECTRON | Purchase | $1,001 – $15,000 | — |
| 2026-05-15 | 2026-06-08 | 24d | ABT Abbott Laboratories Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-05-15 | 2026-06-08 | 24d | ADBE Adobe Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-05-15 | 2026-06-08 | 24d | AMD Advanced Micro Devices, Inc. | Purchase | $1,001 – $15,000 | — |
| 2026-05-15 | 2026-06-08 | 24d | APP Applovin Corporation - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-05-15 | 2026-06-08 | 24d | BKNG Booking Holdings Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-05-15 | 2026-06-08 | 24d | BR Broadridge Financial Solutions, Inc. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-05-15 | 2026-06-08 | 24d | CVNA Carvana Co. Class A Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-05-15 | 2026-06-08 | 24d | CB Chubb Limited Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-05-15 | 2026-06-08 | 24d | CLX Clorox Company | Sale | $1,001 – $15,000 | — |
| 2026-05-15 | 2026-06-08 | 24d | CAG ConAgra Brands, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-05-15 | 2026-06-08 | 24d | STZ Constellation Brands, Inc. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-05-15 | 2026-06-08 | 24d | CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-05-15 | 2026-06-08 | 24d | DPZ Domino's Pizza Inc - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-05-15 | 2026-06-08 | 24d | EA Electronic Arts Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-05-15 | 2026-06-08 | 24d | FDS FactSet Research Systems Inc. Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-05-15 | 2026-06-08 | 24d | GEHCV GE HealthCare Technologies Inc. | Sale | $1,001 – $15,000 | — |
| 2026-05-15 | 2026-06-08 | 24d | International Business Machines Corporation Common Stock | Sale | $15,001 – $50,000 | — |
| 2026-05-15 | 2026-06-08 | 24d | MDT Medtronic plc. Ordinary Shares | Partial sale | $1,001 – $15,000 | — |
| 2026-05-15 | 2026-06-08 | 24d | MU Micron Technology, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-05-15 | 2026-06-08 | 24d | MSFT Microsoft Corporation - Common Stock | Purchase | $50,001 – $100,000 | — |
| 2026-05-15 | 2026-06-08 | 24d | PLTR Palantir Technologies Inc. - Class A Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-05-15 | 2026-06-08 | 24d | PSKY Paramount Skydance Corporation - Class B Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-05-15 | 2026-06-08 | 24d | PYPL PayPal Holdings, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-05-15 | 2026-06-08 | 24d | REGN Regeneron Pharmaceuticals, Inc. - Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-05-15 | 2026-06-08 | 24d | ROP Roper Technologies, Inc. | Partial sale | $1,001 – $15,000 | — |
| 2026-05-15 | 2026-06-08 | 24d | CPB The Campbell's Company - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-05-15 | 2026-06-08 | 24d | TTD The Trade Desk, Inc. - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-05-15 | 2026-06-08 | 24d | TPH Tri Pointe Homes, Inc. Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-05-15 | 2026-06-08 | 24d | TRMB Trimble Inc. - Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-05-15 | 2026-06-08 | 24d | TYL Tyler Technologies, Inc. Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-05-15 | 2026-06-08 | 24d | UBER Uber Technologies, Inc. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-05-15 | 2026-06-08 | 24d | VRSK Verisk Analytics, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-05-14 | 2026-06-08 | 25d | AMD Advanced Micro Devices, Inc. | Purchase | $1,001 – $15,000 | — |
| 2026-05-14 | 2026-06-08 | 25d | CIEN Ciena Corporation | Purchase | $1,001 – $15,000 | — |
| 2026-05-14 | 2026-06-08 | 25d | FLEX Flex Ltd. - Ordinary Shares | Partial sale | $1,001 – $15,000 | — |
| 2026-05-14 | 2026-06-08 | 25d | LPLA LPL Financial Holdings Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-05-14 | 2026-06-08 | 25d | MELI MercadoLibre, Inc. - Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-05-14 | 2026-06-08 | 25d | MDB MongoDB, Inc. - Class A Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-05-14 | 2026-06-08 | 25d | WRB W.R. Berkley Corporation Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-05-13 | 2026-06-08 | 26d | STE STERIS plc | Purchase | $1,001 – $15,000 | — |
| 2026-05-13 | 2026-06-08 | 26d | PCVX Vaxcyte, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-05-13 | 2026-06-08 | 26d | WRB W.R. Berkley Corporation Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-05-12 | 2026-06-08 | 27d | FLEX Flex Ltd. - Ordinary Shares | Partial sale | $1,001 – $15,000 | — |
| 2026-05-12 | 2026-06-08 | 27d | LPLA LPL Financial Holdings Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-05-12 | 2026-06-08 | 27d | ST Sensata Technologies Holding plc Ordinary Shares | Purchase | $1,001 – $15,000 | — |
| 2026-05-12 | 2026-06-08 | 27d | PCVX Vaxcyte, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-05-12 | 2026-06-08 | 27d | WRB W.R. Berkley Corporation Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-05-11 | 2026-06-08 | 28d | BNPQF BNP PARIBAS ORD | Purchase | $1,001 – $15,000 | — |
| 2026-05-11 | 2026-06-08 | 28d | BSX Boston Scientific Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-05-11 | 2026-06-08 | 28d | BBIO BridgeBio Pharma, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-05-11 | 2026-06-08 | 28d | DASH DoorDash, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-05-11 | 2026-06-08 | 28d | FSV FirstService Corporation - Common Shares | Purchase | $1,001 – $15,000 | — |
| 2026-05-11 | 2026-06-08 | 28d | FLEX Flex Ltd. - Ordinary Shares | Partial sale | $50,001 – $100,000 | — |
| 2026-05-11 | 2026-06-08 | 28d | GIL Gildan Activewear, Inc. Class A Sub. Vot. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-05-11 | 2026-06-08 | 28d | ST Sensata Technologies Holding plc Ordinary Shares | Purchase | $1,001 – $15,000 | — |
| 2026-05-11 | 2026-06-08 | 28d | SARO StandardAero, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-05-11 | 2026-06-08 | 28d | STE STERIS plc | Purchase | $1,001 – $15,000 | — |
| 2026-05-11 | 2026-06-08 | 28d | THLEF Thales Ordinary Shares | Purchase | $1,001 – $15,000 | — |
| 2026-05-11 | 2026-06-08 | 28d | VLTO Veralto Corp Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-05-11 | 2026-06-08 | 28d | Wayfair Inc. Class A Common Stock (W) | Purchase | $1,001 – $15,000 | — |
| 2026-05-08 | 2026-06-08 | 31d | CTRA Coterra Energy Inc. Common Stock | Exchange | $1,001 – $15,000 | — |
| 2026-05-08 | 2026-06-08 | 31d | PLTR Palantir Technologies Inc. - Class A Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-05-08 | 2026-06-08 | 31d | PRIM Primoris Services Corporation | Sale | $1,001 – $15,000 | — |
| 2026-05-07 | 2026-06-08 | 32d | DASH DoorDash, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-05-07 | 2026-06-08 | 32d | FBK Stock | Purchase | $1,001 – $15,000 | — |
| 2026-05-07 | 2026-06-08 | 32d | FLEX Flex Ltd. - Ordinary Shares | Partial sale | $15,001 – $50,000 | — |
| 2026-05-07 | 2026-06-08 | 32d | LPLA LPL Financial Holdings Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-05-07 | 2026-06-08 | 32d | ST Sensata Technologies Holding plc Ordinary Shares | Purchase | $1,001 – $15,000 | — |
| 2026-05-07 | 2026-06-08 | 32d | WRB W.R. Berkley Corporation Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-05-07 | 2026-06-08 | 32d | Wayfair Inc. Class A Common Stock (W) | Purchase | $1,001 – $15,000 | — |
| 2026-05-05 | 2026-06-08 | 34d | GOOGL Alphabet Inc. - Class A Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-05-04 | 2026-06-08 | 35d | FN Fabrinet Ordinary Shares | Purchase | $1,001 – $15,000 | — |
| 2026-05-04 | 2026-06-08 | 35d | RVTY Revvity, Inc. Common Stock | Purchase | $15,001 – $50,000 | — |
| 2026-05-04 | 2026-06-08 | 35d | VIAV Viavi Solutions Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-05-01 | 2026-05-08 | 7d | DASH DoorDash, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-05-01 | 2026-05-08 | 7d | FSV FirstService Corporation - Common Shares | Purchase | $1,001 – $15,000 | — |
| 2026-05-01 | 2026-05-08 | 7d | FLEX Flex Ltd. - Ordinary Shares | Partial sale | $1,001 – $15,000 | — |
| 2026-05-01 | 2026-05-08 | 7d | LPLA LPL Financial Holdings Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-05-01 | 2026-05-08 | 7d | RVTY Revvity, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-05-01 | 2026-05-08 | 7d | ST Sensata Technologies Holding plc Ordinary Shares | Purchase | $1,001 – $15,000 | — |
| 2026-05-01 | 2026-05-08 | 7d | SSNC SS&C Technologies Holdings, Inc. - Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-05-01 | 2026-05-08 | 7d | STE STERIS plc | Purchase | $1,001 – $15,000 | — |
| 2026-05-01 | 2026-05-08 | 7d | VLTO Veralto Corp Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-05-01 | 2026-05-08 | 7d | Wayfair Inc. Class A Common Stock (W) | Purchase | $1,001 – $15,000 | — |
| 2026-04-29 | 2026-05-08 | 9d | BBIO BridgeBio Pharma, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-04-29 | 2026-05-08 | 9d | GIL Gildan Activewear, Inc. Class A Sub. Vot. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-04-29 | 2026-05-08 | 9d | SSNC SS&C Technologies Holdings, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-04-29 | 2026-05-08 | 9d | STE STERIS plc | Purchase | $1,001 – $15,000 | — |
| 2026-04-27 | 2026-05-08 | 11d | FLEX Flex Ltd. - Ordinary Shares | Partial sale | $1,001 – $15,000 | — |
| 2026-04-27 | 2026-05-08 | 11d | GIL Gildan Activewear, Inc. Class A Sub. Vot. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-04-24 | 2026-05-08 | 14d | FSV FirstService Corporation - Common Shares | Purchase | $1,001 – $15,000 | — |
| 2026-04-24 | 2026-05-08 | 14d | GIL Gildan Activewear, Inc. Class A Sub. Vot. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-04-24 | 2026-05-08 | 14d | SNEJF SONY GROUP CORP | Purchase | $1,001 – $15,000 | — |
| 2026-04-23 | 2026-05-08 | 15d | HESAF Hermes Intl S A Ordinary Shares | Sale | $1,001 – $15,000 | — |
| 2026-04-22 | 2026-05-08 | 16d | AMZN Amazon.com, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-04-22 | 2026-05-08 | 16d | FLEX Flex Ltd. - Ordinary Shares | Partial sale | $1,001 – $15,000 | — |
| 2026-04-22 | 2026-05-08 | 16d | GIL Gildan Activewear, Inc. Class A Sub. Vot. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-04-15 | 2026-05-08 | 23d | DASH DoorDash, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-04-15 | 2026-05-08 | 23d | FLEX Flex Ltd. - Ordinary Shares | Partial sale | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | ACN Accenture plc Class A Ordinary Shares | Sale | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | ADBE Adobe Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | AMD Advanced Micro Devices, Inc. | Purchase | $15,001 – $50,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | ARE Alexandria Real Estate Equities, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | AMZN Amazon.com, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | APO Apollo Global Management, Inc. | Purchase | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | APP Applovin Corporation - Class A Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | ADP Automatic Data Processing, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | BKNG Booking Holdings Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | BR Broadridge Financial Solutions, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | CVNA Carvana Co. Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | CHTR Charter Communications, Inc. - Class A Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | CTSH Cognizant Technology Solutions Corporation - Class A Com | Partial sale | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | COIN Coinbase Global, Inc. - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | CMCSA Comcast Corporation - Class A Common Stock | Partial sale | $15,001 – $50,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | CAG ConAgra Brands, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | CSGP CoStar Group, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | DDOG Datadog, Inc. - Class A Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | DPZ Domino's Pizza Inc - Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | DASH DoorDash, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | LLY Eli Lilly and Company Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | EPAM EPAM Systems, Inc. Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | EFX Equifax, Inc. Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | FICO Fair Isaac Corporation Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | FIS Fidelity National Information Services, Inc. Common Stoc | Sale | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | FISV Fiserv, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | FTNT Fortinet, Inc. - Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | IT Gartner, Inc. Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | GEN Gen Digital Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | GPN Global Payments Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | GDDY GoDaddy Inc. Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | International Business Machines Corporation Common Stock | Purchase | $15,001 – $50,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | IP International Paper Company Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | INTU Intuit Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | JKHY Jack Henry & Associates, Inc. - Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | LITE Lumentum Holdings Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | MSFT Microsoft Corporation - Common Stock | Partial sale | $15,001 – $50,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | MOS Mosaic Company | Partial sale | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | NWS News Corporation - Class B Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | NKE Nike, Inc. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | NVDA NVIDIA Corporation - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | OMC Omnicom Group Inc. Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | PLTR Palantir Technologies Inc. - Class A Common Stock | Purchase | $15,001 – $50,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | PANW Palo Alto Networks, Inc. | Purchase | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | PAYX Paychex, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | PAYC Paycom Software, Inc. Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | HOOD Robinhood Markets, Inc. - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | ROP Roper Technologies, Inc. | Purchase | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | NOW ServiceNow, Inc. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | TSLA Tesla, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | KHC The Kraft Heinz Company - Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | TTD The Trade Desk, Inc. - Class A Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | TRMB Trimble Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | TYL Tyler Technologies, Inc. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | UBER Uber Technologies, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | UNH UnitedHealth Group Incorporated Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | VRSK Verisk Analytics, Inc. - Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | VZ Verizon Communications Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | WDAY Workday, Inc. - Class A Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-04-14 | 2026-05-08 | 24d | ZTS Zoetis Inc. Class A Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-04-13 | 2026-05-08 | 25d | DASH DoorDash, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-04-13 | 2026-05-08 | 25d | FLEX Flex Ltd. - Ordinary Shares | Partial sale | $15,001 – $50,000 | — |
| 2026-04-13 | 2026-05-08 | 25d | SSNC SS&C Technologies Holdings, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-04-13 | 2026-05-08 | 25d | VLTO Veralto Corp Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-04-06 | 2026-05-08 | 32d | DASH DoorDash, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-04-06 | 2026-05-08 | 32d | LPLA LPL Financial Holdings Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-04-06 | 2026-05-08 | 32d | SSNC SS&C Technologies Holdings, Inc. - Common Stock | Partial sale | $15,001 – $50,000 | — |
| 2026-04-06 | 2026-05-08 | 32d | VLTO Veralto Corp Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-31 | 2026-04-07 | 7d | John Swett, CA, USD GO Bonds | Partial sale | $100,001 – $250,000 | — |
| 2026-03-27 | 2026-04-07 | 11d | AEIS Advanced Energy Industries, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-03-27 | 2026-04-07 | 11d | BABAF ALIBABA GROUP HOLDING LTD | Purchase | $1,001 – $15,000 | — |
| 2026-03-27 | 2026-04-07 | 11d | California Health Facilities Financing Authority Rev Bon | Purchase | $250,001 – $500,000 | — |
| 2026-03-27 | 2026-04-07 | 11d | California State Public Works Board Lease Rev Bonds | Partial sale | $50,001 – $100,000 | — |
| 2026-03-27 | 2026-04-07 | 11d | SCHW Charles Schwab Corporation | Partial sale | $1,001 – $15,000 | — |
| 2026-03-27 | 2026-04-07 | 11d | DASH DoorDash, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-27 | 2026-04-07 | 11d | FN Fabrinet Ordinary Shares | Purchase | $15,001 – $50,000 | — |
| 2026-03-27 | 2026-04-07 | 11d | FSV FirstService Corporation - Common Shares | Purchase | $1,001 – $15,000 | — |
| 2026-03-27 | 2026-04-07 | 11d | FLEX Flex Ltd. - Ordinary Shares | Partial sale | $1,001 – $15,000 | — |
| 2026-03-27 | 2026-04-07 | 11d | LPLA LPL Financial Holdings Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-27 | 2026-04-07 | 11d | MTSI MACOM Technology Solutions Holdings, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-03-27 | 2026-04-07 | 11d | SARO StandardAero, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-27 | 2026-04-07 | 11d | VIAV Viavi Solutions Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-03-27 | 2026-04-07 | 11d | West Kern, CA, Community College District GO Bonds | Sale | $250,001 – $500,000 | — |
| 2026-03-25 | 2026-04-07 | 13d | ANET Arista Networks, Inc. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-03-25 | 2026-04-07 | 13d | BRK.B Berkshire Hathaway Inc. New Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-03-25 | 2026-04-07 | 13d | AVGO Broadcom Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-03-25 | 2026-04-07 | 13d | COHR Coherent Corp. | Purchase | $1,001 – $15,000 | — |
| 2026-03-25 | 2026-04-07 | 13d | GLW Corning Incorporated Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-25 | 2026-04-07 | 13d | Illinois State General Obligation Bonds | Purchase | $100,001 – $250,000 | — |
| 2026-03-25 | 2026-04-07 | 13d | MELI MercadoLibre, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-03-25 | 2026-04-07 | 13d | MU Micron Technology, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-25 | 2026-04-07 | 13d | NVDA NVIDIA Corporation - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-03-25 | 2026-04-07 | 13d | TDG Transdigm Group Incorporated Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-03-20 | 2026-04-07 | 18d | ADM Archer-Daniels-Midland Company Common Stock | Sale | $50,001 – $100,000 | — |
| 2026-03-20 | 2026-04-07 | 18d | MIAX Miami International Holdings, Inc. Common Stock | Purchase | $15,001 – $50,000 | — |
| 2026-03-19 | 2026-04-07 | 19d | BBIO BridgeBio Pharma, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-18 | 2026-04-07 | 20d | APP Applovin Corporation - Class A Common Stock | Partial sale | $15,001 – $50,000 | — |
| 2026-03-18 | 2026-04-07 | 20d | BBIO BridgeBio Pharma, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-18 | 2026-04-07 | 20d | DASH DoorDash, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-18 | 2026-04-07 | 20d | DASH DoorDash, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-03-18 | 2026-04-07 | 20d | FSV FirstService Corporation - Common Shares | Purchase | $1,001 – $15,000 | — |
| 2026-03-18 | 2026-04-07 | 20d | TEL TE Connectivity plc Ordinary Shares | Purchase | $1,001 – $15,000 | — |
| 2026-03-18 | 2026-04-07 | 20d | WRB W.R. Berkley Corporation Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-03-18 | 2026-04-07 | 20d | WAT Waters Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-16 | 2026-04-07 | 22d | AMZN Amazon.com, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-03-16 | 2026-04-07 | 22d | AMZN Amazon.com, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-16 | 2026-04-07 | 22d | BRK.B Berkshire Hathaway Inc. New Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-03-16 | 2026-04-07 | 22d | CDRE Cadre Holdings, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-16 | 2026-04-07 | 22d | MELI MercadoLibre, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-16 | 2026-04-07 | 22d | PLTR Palantir Technologies Inc. Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-16 | 2026-04-07 | 22d | PLTR Palantir Technologies Inc. Class A Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-03-16 | 2026-04-07 | 22d | TDG Transdigm Group Incorporated Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | ACN Accenture plc Class A Ordinary Shares | Purchase | $1,001 – $15,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | AMD Advanced Micro Devices, Inc. | Partial sale | $1,001 – $15,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | AMZN Amazon.com, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | APO Apollo Global Management, Inc. | Sale | $1,001 – $15,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | APP Applovin Corporation - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | SQ Block, Inc. Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | BKNG Booking Holdings Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | CHTR Charter Communications, Inc. - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | CTSH Cognizant Technology Solutions Corporation - Class A Com | Purchase | $1,001 – $15,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | CAG ConAgra Brands, Inc. Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | CSGP CoStar Group, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | DDOG Datadog, Inc. - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | DASH DoorDash, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | LLY Eli Lilly and Company Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | EPAM EPAM Systems, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | EFX Equifax, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | EG Everest Group, Ltd. Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | FDS FactSet Research Systems Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | FICO Fair Isaac Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | FIS Fidelity National Information Services, Inc. Common Stoc | Purchase | $1,001 – $15,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | FISV Fiserv, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | FTNT Fortinet, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | FOX Fox Corporation - Class B Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | IT Gartner, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | GDDY GoDaddy Inc. Class A Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | International Business Machines Corporation Common Stock | Sale | $15,001 – $50,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | KVUE Kenvue Inc. Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | KEY KeyCorp Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | LULU lululemon athletica inc. - Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | MSFT Microsoft Corporation - Common Stock | Purchase | $15,001 – $50,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | TAP Molson Coors Beverage Company Class B Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | NVDA NVIDIA Corporation - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | OMC Omnicom Group Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | PLTR Palantir Technologies Inc. Class A Common Stock | Partial sale | $15,001 – $50,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | PANW Palo Alto Networks, Inc. | Purchase | $1,001 – $15,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | PSKY Paramount Skydance Corporation - Class B Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | PAYC Paycom Software, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | PYPL PayPal Holdings, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | PFE Pfizer, Inc. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | HOOD Robinhood Markets, Inc. - Class A Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | ROP Roper Technologies, Inc. | Partial sale | $1,001 – $15,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | SNDK Sandisk Corporation - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | TSLA Tesla, Inc. - Common Stock | Partial sale | $15,001 – $50,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | CI The Cigna Group Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | TTD The Trade Desk, Inc. - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | TYL Tyler Technologies, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | UBER Uber Technologies, Inc. Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | UPS United Parcel Service, Inc. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | UNH UnitedHealth Group Incorporated Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | VRSN VeriSign, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | VICI VICI Properties Inc. Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | WFC Wells Fargo & Company Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | WDAY Workday, Inc. - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-13 | 2026-04-07 | 25d | ZTS Zoetis Inc. Class A Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-03-12 | 2026-04-07 | 26d | DBRG DigitalBridge Group, Inc. | Sale | $50,001 – $100,000 | — |
| 2026-03-09 | 2026-04-07 | 29d | FSS Federal Signal Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-09 | 2026-04-07 | 29d | HALO Halozyme Therapeutics, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-09 | 2026-04-07 | 29d | VIAV Viavi Solutions Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-03-03 | 2026-04-07 | 35d | AEIS Advanced Energy Industries, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-03 | 2026-04-07 | 35d | AVAV AeroVironment, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-03 | 2026-04-07 | 35d | AGIO Agios Pharmaceuticals, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-03 | 2026-04-07 | 35d | ARQT Arcutis Biotherapeutics, Inc. - Common stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-03 | 2026-04-07 | 35d | ATRC AtriCure, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-03 | 2026-04-07 | 35d | AVNT Avient Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-03 | 2026-04-07 | 35d | AZTA Azenta, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-03 | 2026-04-07 | 35d | BOOT Boot Barn Holdings, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-03 | 2026-04-07 | 35d | BBIO BridgeBio Pharma, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-03 | 2026-04-07 | 35d | CATY Cathay General Bancorp - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-03 | 2026-04-07 | 35d | CENTA Central Garden & Pet Company - Class A Common Stock Nonv | Purchase | $1,001 – $15,000 | — |
| 2026-03-03 | 2026-04-07 | 35d | SKY Champion Homes, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-03 | 2026-04-07 | 35d | CRNX Crinetics Pharmaceuticals, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-03 | 2026-04-07 | 35d | CSW CSW Industrials, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-03 | 2026-04-07 | 35d | EPAC Enerpac Tool Group Corp. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-03 | 2026-04-07 | 35d | GTES Gates Industrial Corporation plc Ordinary Shares | Purchase | $1,001 – $15,000 | — |
| 2026-03-03 | 2026-04-07 | 35d | GMED Globus Medical, Inc. Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-03 | 2026-04-07 | 35d | HLI Houlihan Lokey, Inc. Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-03 | 2026-04-07 | 35d | IDA IDACORP, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-03 | 2026-04-07 | 35d | ITT ITT Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-03 | 2026-04-07 | 35d | LGN Legence Corp. - Class A Common stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-03 | 2026-04-07 | 35d | LGND Ligand Pharmaceuticals Incorporated - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-03 | 2026-04-07 | 35d | MTSI MACOM Technology Solutions Holdings, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-03 | 2026-04-07 | 35d | NWE NorthWestern Energy Group, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-03 | 2026-04-07 | 35d | PATK Patrick Industries, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-03 | 2026-04-07 | 35d | PRIM Primoris Services Corporation | Purchase | $1,001 – $15,000 | — |
| 2026-03-03 | 2026-04-07 | 35d | RBC RBC Bearings Incorporated Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-03 | 2026-04-07 | 35d | RHP Ryman Hospitality Properties, Inc. | Purchase | $1,001 – $15,000 | — |
| 2026-03-03 | 2026-04-07 | 35d | SMTC Semtech Corporation - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-03 | 2026-04-07 | 35d | SUPN Supernus Pharmaceuticals, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-03 | 2026-04-07 | 35d | TNDM Tandem Diabetes Care, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-03 | 2026-04-07 | 35d | TXRH Texas Roadhouse, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-03 | 2026-04-07 | 35d | COCO The Vita Coco Company, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-03 | 2026-04-07 | 35d | UFPI UFP Industries, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-03 | 2026-04-07 | 35d | RARE Ultragenyx Pharmaceutical Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-03 | 2026-04-07 | 35d | VCYT Veracyte, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-02 | 2026-03-09 | 7d | FSS Federal Signal Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-03-02 | 2026-03-09 | 7d | THR Thermon Group Holdings, Inc. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-02-26 | 2026-03-09 | 11d | TSM Taiwan Semiconductor Manufacturing Company Ltd. | Purchase | $1,001 – $15,000 | — |
| 2026-02-24 | 2026-03-09 | 13d | MU Micron Technology, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-02-24 | 2026-03-09 | 13d | ORCL Oracle Corporation Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-02-24 | 2026-03-09 | 13d | HOOD Robinhood Markets, Inc. - Class A Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-02-24 | 2026-03-09 | 13d | UBER Uber Technologies, Inc. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-02-23 | 2026-03-09 | 14d | SKY Champion Homes, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-02-23 | 2026-03-09 | 14d | TPH Tri Pointe Homes, Inc. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-02-20 | 2026-03-09 | 17d | XIACF XIAOMI CORP | Sale | $1,001 – $15,000 | — |
| 2026-02-18 | 2026-03-09 | 19d | APPF AppFolio, Inc. - Class A Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-02-18 | 2026-03-09 | 19d | PAR PAR Technology Corporation Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-02-18 | 2026-03-09 | 19d | PRIM Primoris Services Corporation | Partial sale | $1,001 – $15,000 | — |
| 2026-02-18 | 2026-03-09 | 19d | TEL | Partial sale | $1,001 – $15,000 | — |
| 2026-02-18 | 2026-03-09 | 19d | RARE Ultragenyx Pharmaceutical Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-02-17 | 2026-03-09 | 20d | FSV FirstService Corporation - Common Shares | Purchase | $1,001 – $15,000 | — |
| 2026-02-13 | 2026-03-09 | 24d | FSV FirstService Corporation - Common Shares | Purchase | $1,001 – $15,000 | — |
| 2026-02-13 | 2026-03-09 | 24d | MHVYF Mitsubishi Heavy Industries Ltd Ordinary Shares | Purchase | $1,001 – $15,000 | — |
| 2026-02-12 | 2026-03-09 | 25d | COIN Coinbase Global, Inc. - 3Class A Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | ABT Abbott Laboratories Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | ACN Accenture plc Class A Ordinary Shares | Sale | $1,001 – $15,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | AMD Advanced Micro Devices, Inc. | Purchase | $1,001 – $15,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | AMZN Amazon.com, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | AME AMETEK, Inc. | Partial sale | $1,001 – $15,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | APP Applovin Corporation - Class A Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | AJG Arthur J. Gallagher & Co. Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | SQ Block, Inc. Class A Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | BKNG Booking Holdings Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | BSX Boston Scientific Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | COF Capital One Financial Corporation Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | CVX Chevron Corporation Common Stock | Purchase | $15,001 – $50,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | CAG ConAgra Brands, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | COP ConocoPhillips Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | CTRA Coterra Energy Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | DPZ Domino's Pizza Inc - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | DASH DoorDash, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | EOG EOG Resources, Inc. Common Stock | Purchase | $15,001 – $50,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | EQT EQT Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | ERIE Erie Indemnity Company - Class A Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | EG Everest Group, Ltd. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | EXE Expand Energy Corporation - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | XOM Exxon Mobil Corporation Common Stock | Purchase | $50,001 – $100,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | FICO Fair Isaac Corporation Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | FIS Fidelity National Information Services, Inc. Common Stoc | Sale | $1,001 – $15,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | FSLR First Solar, Inc. - Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | FSV FirstService Corporation - Common Shares | Purchase | $1,001 – $15,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | FSV FirstService Corporation - Common Shares | Purchase | $15,001 – $50,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | FISV Fiserv, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | GE GE Aerospace Common Stock | Partial sale | $15,001 – $50,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | GD General Dynamics Corporation Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | GIS General Mills, Inc. Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | GDDY GoDaddy Inc. Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | DOC Healthpeak Properties, Inc. Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | ILMN Illumina, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | IBM International Business Machines Corporation Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | IVZ Invesco Ltd Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | INVH Invitation Homes Inc. Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | KVUE Kenvue Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | KMI Kinder Morgan, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | MU Micron Technology, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | MSFT Microsoft Corporation - Common Stock | Partial sale | $15,001 – $50,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | OXY Occidental Petroleum Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | OKE ONEOK, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | PFE Pfizer, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | PGR Progressive Corporation | Partial sale | $1,001 – $15,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | PRU Prudential Financial, Inc. Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | ROP Roper Technologies, Inc. | Partial sale | $15,001 – $50,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | SWKS Skyworks Solutions, Inc. - Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | STE STERIS plc | Purchase | $1,001 – $15,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | TRGP Targa Resources, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | TTD The Trade Desk, Inc. - Class A Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | UAL United Airlines Holdings, Inc. - Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | UNH UnitedHealth Group Incorporated Common Stock | Partial sale | $15,001 – $50,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | VCYT | Purchase | $1,001 – $15,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | VRSK Verisk Analytics, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | DIS Walt Disney Company | Partial sale | $1,001 – $15,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | WBD Warner Bros. Discovery, Inc. - Series A Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | WMB Williams Companies, Inc. | Purchase | $1,001 – $15,000 | — |
| 2026-02-10 | 2026-03-09 | 27d | ZTS Zoetis Inc. Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-02-09 | 2026-03-09 | 28d | BABA Alibaba Group Holding Limited American Depositary Shares | Purchase | $50,001 – $100,000 | — |
| 2026-02-09 | 2026-03-09 | 28d | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) $2 | Purchase | $100,001 – $250,000 | — |
| 2026-02-05 | 2026-03-09 | 32d | APP Applovin Corporation - Class A Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-02-05 | 2026-03-09 | 32d | DAY Dayforce, Inc. Common Stock | Sale | $50,001 – $100,000 | — |
| 2026-02-03 | 2026-02-13 | 10d | AJINF Ajinomoto Company, Inc. Ordinary Shares | Purchase | $1,001 – $15,000 | — |
| 2026-02-03 | 2026-02-13 | 10d | BABAF ALIBABA GROUP HOLDING LTD | Purchase | $1,001 – $15,000 | — |
| 2026-02-03 | 2026-02-13 | 10d | SAN Banco Santander, S.A. Sponsored ADR | Purchase | $1,001 – $15,000 | — |
| 2026-02-03 | 2026-02-13 | 10d | HESAF Hermes Intl S A Ordinary Shares | Purchase | $1,001 – $15,000 | — |
| 2026-02-03 | 2026-02-13 | 10d | FINMF LEONARDO SPA ORD | Purchase | $1,001 – $15,000 | — |
| 2026-02-03 | 2026-02-13 | 10d | MHVYF Mitsubishi Heavy Industries Ltd Ordinary Shares | Purchase | $1,001 – $15,000 | — |
| 2026-02-03 | 2026-02-13 | 10d | RNMBF Rheinmetall Ag Ordinary Shares | Purchase | $1,001 – $15,000 | — |
| 2026-02-03 | 2026-02-13 | 10d | TCTZF TENCENT HLDIGS LTD | Purchase | $1,001 – $15,000 | — |
| 2026-02-03 | 2026-02-13 | 10d | XIACF XIAOMI CORP | Purchase | $1,001 – $15,000 | — |
| 2026-01-30 | 2026-02-13 | 14d | AMZN Amazon.com, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-30 | 2026-02-13 | 14d | ANET Arista Networks, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-30 | 2026-02-13 | 14d | ASML ASML Holding N.V. - New York Registry Shares | Purchase | $1,001 – $15,000 | — |
| 2026-01-30 | 2026-02-13 | 14d | AZO AutoZone, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-30 | 2026-02-13 | 14d | BIIB Biogen Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-30 | 2026-02-13 | 14d | BE Bloom Energy Corporation Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-30 | 2026-02-13 | 14d | BSX Boston Scientific Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-30 | 2026-02-13 | 14d | California Community Choice Financing Authority Rev Bond | Purchase | $250,001 – $500,000 | — |
| 2026-01-30 | 2026-02-13 | 14d | NET Cloudflare, Inc. Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-30 | 2026-02-13 | 14d | COIN Coinbase Global, Inc. - 3Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-30 | 2026-02-13 | 14d | COST Costco Wholesale Corporation - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-30 | 2026-02-13 | 14d | HD Home Depot, Inc. | Purchase | $1,001 – $15,000 | — |
| 2026-01-30 | 2026-02-13 | 14d | ISRG Intuitive Surgical, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-30 | 2026-02-13 | 14d | MELI MercadoLibre, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-30 | 2026-02-13 | 14d | META Meta Platforms, Inc. - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-30 | 2026-02-13 | 14d | Milwaukee, Wisconsin GO Promissory Notes Series N2 | Partial sale | $100,001 – $250,000 | — |
| 2026-01-30 | 2026-02-13 | 14d | NVDA NVIDIA Corporation - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-30 | 2026-02-13 | 14d | ORCL Oracle Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-30 | 2026-02-13 | 14d | Perris, CA Union High School District GO Ref. Bonds | Sale | $250,001 – $500,000 | — |
| 2026-01-30 | 2026-02-13 | 14d | PG Procter & Gamble Company | Partial sale | $1,001 – $15,000 | — |
| 2026-01-30 | 2026-02-13 | 14d | PWR Quanta Services, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-30 | 2026-02-13 | 14d | Redlands, CA, Uni. School District GO Bonds | Sale | $50,001 – $100,000 | — |
| 2026-01-30 | 2026-02-13 | 14d | HOOD Robinhood Markets, Inc. - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-30 | 2026-02-13 | 14d | RHP | Sale | $250,001 – $500,000 | — |
| 2026-01-30 | 2026-02-13 | 14d | TSM Taiwan Semiconductor Manufacturing Company Ltd. | Purchase | $1,001 – $15,000 | — |
| 2026-01-30 | 2026-02-13 | 14d | TDG Transdigm Group Incorporated Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-30 | 2026-02-13 | 14d | VRT Vertiv Holdings, LLC Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-28 | 2026-02-13 | 16d | CSGP CoStar Group, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-28 | 2026-02-13 | 16d | DLTR Dollar Tree, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-01-28 | 2026-02-13 | 16d | DASH DoorDash, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-28 | 2026-02-13 | 16d | PTC PTC Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-28 | 2026-02-13 | 16d | VLTO Veralto Corp Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-01-28 | 2026-02-13 | 16d | WDAY Workday, Inc. - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-27 | 2026-02-13 | 17d | AVAV AeroVironment, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-27 | 2026-02-13 | 17d | California Community Choice Financing Authority Rev Bond | Purchase | $250,001 – $500,000 | — |
| 2026-01-27 | 2026-02-13 | 17d | ETN Shares | Purchase | $1,001 – $15,000 | — |
| 2026-01-27 | 2026-02-13 | 17d | PAAS Pan American Silver Corp. | Sale | $50,001 – $100,000 | — |
| 2026-01-27 | 2026-02-13 | 17d | WPM Wheaton Precious Metals Corp Common Shares | Purchase | $15,001 – $50,000 | — |
| 2026-01-23 | 2026-02-13 | 21d | Southeast Energy Authority Cooperative District, Alabama | Sale | $250,001 – $500,000 | — |
| 2026-01-20 | 2026-02-13 | 24d | AEIS Advanced Energy Industries, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-20 | 2026-02-13 | 24d | CP Canadian Pacific Kansas City Limited Common Shares | Purchase | $1,001 – $15,000 | — |
| 2026-01-20 | 2026-02-13 | 24d | CRDO Credo Technology Group Holding Ltd - Ordinary Shares | Purchase | $1,001 – $15,000 | — |
| 2026-01-20 | 2026-02-13 | 24d | DASH DoorDash, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-20 | 2026-02-13 | 24d | MTSI MACOM Technology Solutions Holdings, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-01-20 | 2026-02-13 | 24d | SMTC Semtech Corporation - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-20 | 2026-02-13 | 24d | WRB W.R. Berkley Corporation Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-01-15 | 2026-02-13 | 29d | ADC Agree Realty Corporation Common Stock | Sale | $15,001 – $50,000 | — |
| 2026-01-15 | 2026-02-13 | 29d | AZTA Azenta, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-15 | 2026-02-13 | 29d | CATY Cathay General Bancorp - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-15 | 2026-02-13 | 29d | COLB Columbia Banking System, Inc. - Common Stock | Sale | $15,001 – $50,000 | — |
| 2026-01-15 | 2026-02-13 | 29d | CSW CSW Industrials, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-15 | 2026-02-13 | 29d | FBK FB Financial Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-15 | 2026-02-13 | 29d | GBCI Glacier Bancorp, Inc. | Purchase | $1,001 – $15,000 | — |
| 2026-01-15 | 2026-02-13 | 29d | IRT Independence Realty Trust, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-15 | 2026-02-13 | 29d | LGN Legence Corp. - Class A Common stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-15 | 2026-02-13 | 29d | LGND Ligand Pharmaceuticals Incorporated - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-15 | 2026-02-13 | 29d | MEDP Medpace Holdings, Inc. - Common Stock | Sale | $15,001 – $50,000 | — |
| 2026-01-15 | 2026-02-13 | 29d | NHI National Health Investors, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-15 | 2026-02-13 | 29d | PWP Perella Weinberg Partners - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-15 | 2026-02-13 | 29d | SNDR Schneider National, Inc. Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-01-15 | 2026-02-13 | 29d | SLGN Silgan Holdings Inc. | Sale | $1,001 – $15,000 | — |
| 2026-01-12 | 2026-02-13 | 32d | SBGSF Schneider Electric Sa Ordinary Shares | Sale | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | AME AMETEK, Inc. | Purchase | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | APA APA Corporation - Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | BKR Baker Hughes Company - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | BRO Brown & Brown, Inc. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | CCJ Cameco Corporation Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | COF Capital One Financial Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | CF CF Industries Holdings, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | SCHW Charles Schwab Corporation | Purchase | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | CVX Chevron Corporation Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | CVX Chevron Corporation Common Stock | Sale | $15,001 – $50,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | CHRD Chord Energy Corporation - Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | CB Chubb Limited Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | CSCO Cisco Systems, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | CME CME Group Inc. - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | CMCSA Comcast Corporation - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | CAG ConAgra Brands, Inc. Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | COP ConocoPhillips Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | DHI D.R. Horton, Inc. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | DD DuPont de Nemours, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | EOG EOG Resources, Inc. Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | EG Everest Group, Ltd. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | XOM Exxon Mobil Corporation Common Stock | Sale | $50,001 – $100,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | FDX FedEx Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | FSLR First Solar, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | GEV GE Vernova Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | GD General Dynamics Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | GPOR Gulfport Energy Corporation Common Shares | Sale | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | HAL Halliburton Company Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | DOC Healthpeak Properties, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | HST Host Hotels & Resorts, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | INTC Intel Corporation - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | IVZ Invesco Ltd Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | KVUE Kenvue Inc. Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | KEY KeyCorp Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | KMI Kinder Morgan, Inc. Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | LEN Lennar Corporation Class A Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | LIN Linde plc - Ordinary Shares | Purchase | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | LYB LyondellBasell Industries NV Ordinary Shares Class A | Purchase | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | MGY A Common Stock | Sale | $15,001 – $50,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | MOS Mosaic Company | Purchase | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | OKE ONEOK, Inc. Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | PLTR Palantir Technologies Inc. - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | PGR Progressive Corporation | Purchase | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | PRU Prudential Financial, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | REG Regency Centers Corporation | Purchase | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | RTX RTX Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | SNDK Sandisk Corporation - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | SBAC SBA Communications Corporation - Class A Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | SWKS Skyworks Solutions, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | SEI Solaris Energy Infrastructure, Inc. Class A Common Stock | Sale | $15,001 – $50,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | STLD Steel Dynamics, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | TRGP Targa Resources, Inc. Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | TSLA Tesla, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | KHC The Kraft Heinz Company - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | TTD The Trade Desk, Inc. - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | UPS United Parcel Service, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | VLO Valero Energy Corporation Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | VTR Ventas, Inc. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | VRSK Verisk Analytics, Inc. - Common Stock | Sale | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | VICI VICI Properties Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | DIS Walt Disney Company | Purchase | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | WBD Warner Bros. Discovery, Inc. - Series A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-09 | 2026-02-13 | 35d | WMB Williams Companies, Inc. | Sale | $1,001 – $15,000 | — |
| 2026-01-07 | 2026-02-13 | 37d | COP ConocoPhillips Common Stock | Sale | $15,001 – $50,000 | — |
| 2026-01-06 | 2026-02-13 | 38d | DASH DoorDash, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-06 | 2026-02-13 | 38d | WRB W.R. Berkley Corporation Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-01-05 | 2026-02-13 | 39d | ABCB Ameris Bancorp - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-01-05 | 2026-02-13 | 39d | FBK FB Financial Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-05 | 2026-02-13 | 39d | HMN Horace Mann Educators Corporation Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-01-05 | 2026-02-13 | 39d | LGND Ligand Pharmaceuticals Incorporated - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-05 | 2026-02-13 | 39d | MTX Minerals Technologies Inc. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2026-01-05 | 2026-02-13 | 39d | SHAK Shake Shack, Inc. Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-05 | 2026-02-13 | 39d | SLGN Silgan Holdings Inc. | Partial sale | $1,001 – $15,000 | — |
| 2026-01-05 | 2026-02-13 | 39d | SKWD Skyward Specialty Insurance Group, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2026-01-05 | 2026-02-13 | 39d | TXRH Texas Roadhouse, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-12-31 | 2026-01-12 | 12d | RNMBF Rheinmetall Ag Ordinary Shares | Partial sale | $1,001 – $15,000 | — |
| 2025-12-30 | 2026-01-12 | 13d | BABAF ALIBABA GROUP HOLDING LTD | Partial sale | $1,001 – $15,000 | — |
| 2025-12-30 | 2026-01-12 | 13d | HESAF Hermes Intl S A Ordinary Shares | Partial sale | $1,001 – $15,000 | — |
| 2025-12-30 | 2026-01-12 | 13d | SBAC Class A Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-12-30 | 2026-01-12 | 13d | TCTZF TENCENT HLDIGS LTD | Partial sale | $1,001 – $15,000 | — |
| 2025-12-30 | 2026-01-12 | 13d | CPB The Campbell's Company - Common Stock | Purchase | $50,001 – $100,000 | — |
| 2025-12-30 | 2026-01-12 | 13d | Wisconsin State Health & Educational Facilities Authorit | Purchase | $250,001 – $500,000 | — |
| 2025-12-30 | 2026-01-12 | 13d | XIACF XIAOMI CORP | Sale | $1,001 – $15,000 | — |
| 2025-12-26 | 2026-01-12 | 17d | AJINF AJINOMOTO CO INC | Sale | $1,001 – $15,000 | — |
| 2025-12-26 | 2026-01-12 | 17d | MHVYF Mitsubishi Heavy Industries Ltd Ordinary Shares | Sale | $1,001 – $15,000 | — |
| 2025-12-26 | 2026-01-12 | 17d | NTDOF NINTENDO CO LTD ORD | Sale | $1,001 – $15,000 | — |
| 2025-12-24 | 2026-01-12 | 19d | AMZN Amazon.com, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-12-24 | 2026-01-12 | 19d | ANET Arista Networks, Inc. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-12-24 | 2026-01-12 | 19d | AZO AutoZone, Inc. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-12-24 | 2026-01-12 | 19d | BRK.B Berkshire Hathaway Inc. New Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-12-24 | 2026-01-12 | 19d | BE Bloom Energy Corporation Class A Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-12-24 | 2026-01-12 | 19d | BSX Boston Scientific Corporation Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-12-24 | 2026-01-12 | 19d | CCJ Cameco Corporation Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-12-24 | 2026-01-12 | 19d | CVX Chevron Corporation Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-12-24 | 2026-01-12 | 19d | NET Cloudflare, Inc. Class A Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-12-24 | 2026-01-12 | 19d | COIN Coinbase Global, Inc. - Class A Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-12-24 | 2026-01-12 | 19d | COST Costco Wholesale Corporation - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-12-24 | 2026-01-12 | 19d | ETN Eaton Corporation, PLC Ordinary Shares | Partial sale | $1,001 – $15,000 | — |
| 2025-12-24 | 2026-01-12 | 19d | HD Home Depot, Inc. | Partial sale | $1,001 – $15,000 | — |
| 2025-12-24 | 2026-01-12 | 19d | MELI MercadoLibre, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-12-24 | 2026-01-12 | 19d | META Meta Platforms, Inc. - Class A Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-12-24 | 2026-01-12 | 19d | NVDA NVIDIA Corporation - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-12-24 | 2026-01-12 | 19d | ORCL Oracle Corporation Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-12-24 | 2026-01-12 | 19d | PG Procter & Gamble Company | Partial sale | $1,001 – $15,000 | — |
| 2025-12-24 | 2026-01-12 | 19d | PWR Quanta Services, Inc. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-12-24 | 2026-01-12 | 19d | HOOD Robinhood Markets, Inc. - Class A Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-12-24 | 2026-01-12 | 19d | RBLX Roblox Corporation Class A Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-12-24 | 2026-01-12 | 19d | SPOT Spotify Technology S.A. Ordinary Shares | Partial sale | $1,001 – $15,000 | — |
| 2025-12-24 | 2026-01-12 | 19d | TSM Taiwan Semiconductor Manufacturing Company Ltd. | Partial sale | $1,001 – $15,000 | — |
| 2025-12-24 | 2026-01-12 | 19d | TDG Transdigm Group Incorporated Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-12-24 | 2026-01-12 | 19d | VRT Vertiv Holdings, LLC Class A Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | ABT Abbott Laboratories Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | ACN Accenture plc Class A Ordinary Shares | Purchase | $1,001 – $15,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | AMD Advanced Micro Devices, Inc. | Partial sale | $15,001 – $50,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | ARE Alexandria Real Estate Equities, Inc. Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | AMZN Amazon.com, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | AMCR Amcor plc Ordinary Shares | Partial sale | $1,001 – $15,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | APP Applovin Corporation - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | AJG Arthur J. Gallagher & Co. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | BKR Baker Hughes Company - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | SQ Block, Inc. Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | BA Boeing Company | Purchase | $1,001 – $15,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | BKNG Booking Holdings Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | BMY Bristol-Myers Squibb Company Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | BXP BXP, Inc. Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | CBOE Cboe Global Markets, Inc. | Partial sale | $1,001 – $15,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | CLX Clorox Company | Purchase | $1,001 – $15,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | COIN Coinbase Global, Inc. - Class A Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | CAG ConAgra Brands, Inc. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | STZ Constellation Brands, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | CTRA Coterra Energy Inc. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | CCI Crown Castle Inc. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | DASH DoorDash, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | ERIE Erie Indemnity Company - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | EXE Expand Energy Corporation - Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | FICO Fair Isaac Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | FIS Fidelity National Information Services, Inc. Common Stoc | Purchase | $1,001 – $15,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | FISV Fiserv, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | GEV GE Vernova Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | GIS General Mills, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | GPN Global Payments Inc. Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | HAL Halliburton Company Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | IBM International Business Machines Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | INVH Invitation Homes Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | LEN Lennar Corporation Class A Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | LIN Linde plc - Ordinary Shares | Purchase | $1,001 – $15,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | LMT Lockheed Martin Corporation Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | MCK McKesson Corporation Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | MRK Merck & Company, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | MSFT Microsoft Corporation - Common Stock | Partial sale | $15,001 – $50,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | MBFJF Mitsubishi UFJ Financial Group Inc Ordinary Shares | Purchase | $1,001 – $15,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | NVDA NVIDIA Corporation - Common Stock | Partial sale | $15,001 – $50,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | ORCL Oracle Corporation Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | PFE Pfizer, Inc. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | PSA Public Storage Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | PWR Quanta Services, Inc. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | Realty Income Corporation Common Stock (O) | Purchase | $1,001 – $15,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | TRGP Targa Resources, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | CPB The Campbell's Company - Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | CI The Cigna Group Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | UBER Uber Technologies, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | UAL United Airlines Holdings, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | UNH UnitedHealth Group Incorporated Common Stock | Purchase | $15,001 – $50,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | VRSN VeriSign, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | VRSK Verisk Analytics, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | VICI VICI Properties Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-12-19 | 2026-01-12 | 24d | ZTS Zoetis Inc. Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-12-18 | 2026-01-12 | 25d | AZN AstraZeneca PLC - American Depositary Shares | Purchase | $1,001 – $15,000 | — |
| 2025-12-18 | 2026-01-12 | 25d | RACE Ferrari N.V. Common Shares | Sale | $1,001 – $15,000 | — |
| 2025-12-17 | 2026-01-12 | 26d | AVGO Broadcom Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-12-17 | 2026-01-12 | 26d | San Rafael, CA Elementary School District GO Bonds | Purchase | $100,001 – $250,000 | — |
| 2025-12-15 | 2026-01-12 | 28d | AVAV AeroVironment, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-12-11 | 2026-01-12 | 32d | AGIO Agios Pharmaceuticals, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-12-11 | 2026-01-12 | 32d | ARQT Arcutis Biotherapeutics, Inc. - Common stock | Partial sale | $1,001 – $15,000 | — |
| 2025-12-11 | 2026-01-12 | 32d | ITT ITT Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-12-11 | 2026-01-12 | 32d | Kellanova Common Stock (K) | Sale | $1,001 – $15,000 | — |
| 2025-12-11 | 2026-01-12 | 32d | PRIM Primoris Services Corporation | Partial sale | $1,001 – $15,000 | — |
| 2025-12-11 | 2026-01-12 | 32d | SUPN Supernus Pharmaceuticals, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-12-11 | 2026-01-12 | 32d | COCO The Vita Coco Company, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-12-10 | 2026-01-12 | 33d | ARMK Aramark Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-12-10 | 2026-01-12 | 33d | California State Dept. of Water Resources CVP Revenue Bo | Purchase | $100,001 – $250,000 | — |
| 2025-12-10 | 2026-01-12 | 33d | CP Canadian Pacific Kansas City Limited Common Shares | Purchase | $1,001 – $15,000 | — |
| 2025-12-10 | 2026-01-12 | 33d | SCHW Charles Schwab Corporation | Partial sale | $1,001 – $15,000 | — |
| 2025-12-10 | 2026-01-12 | 33d | CSGP CoStar Group, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-12-10 | 2026-01-12 | 33d | DASH DoorDash, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-12-10 | 2026-01-12 | 33d | FLEX Flex Ltd. - Ordinary Shares | Partial sale | $15,001 – $50,000 | — |
| 2025-12-10 | 2026-01-12 | 33d | GPN Global Payments Inc. Common Stock | Partial sale | $15,001 – $50,000 | — |
| 2025-12-10 | 2026-01-12 | 33d | ISRG Intuitive Surgical, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-12-10 | 2026-01-12 | 33d | Los Angeles, CA, Dept. Wtr. & Pwr. Wtrwks. Rev. Bonds | Sale | $250,001 – $500,000 | — |
| 2025-12-10 | 2026-01-12 | 33d | LPLA LPL Financial Holdings Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-12-10 | 2026-01-12 | 33d | NFLX Netflix, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-12-10 | 2026-01-12 | 33d | SARO StandardAero, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-12-10 | 2026-01-12 | 33d | SYK Stryker Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-12-10 | 2026-01-12 | 33d | COO The Cooper Companies, Inc. | Purchase | $1,001 – $15,000 | — |
| 2025-12-10 | 2026-01-12 | 33d | WDAY Workday, Inc. - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-12-01 | 2025-12-15 | 14d | Southeast Energy Authority Cooperative District, Alabama | Purchase | $250,001 – $500,000 | — |
| 2025-11-26 | 2025-12-15 | 19d | GOOGL Alphabet Inc. - Class A Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-11-26 | 2025-12-15 | 19d | FWRG First Watch Restaurant Group, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-26 | 2025-12-15 | 19d | SPOT Spotify Technology S.A. Ordinary Shares | Partial sale | $1,001 – $15,000 | — |
| 2025-11-26 | 2025-12-15 | 19d | TKO TKO Group Holdings, Inc. Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-25 | 2025-12-15 | 20d | Portola Valley, CA Sch. Dist. Go Bonds | Sale | $250,001 – $500,000 | — |
| 2025-11-24 | 2025-12-15 | 21d | LGN Legence Corp. - Class A Common stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-24 | 2025-12-15 | 21d | PRIM Primoris Services Corporation | Partial sale | $1,001 – $15,000 | — |
| 2025-11-24 | 2025-12-15 | 21d | RBC RBC Bearings Incorporated Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-11-24 | 2025-12-15 | 21d | SF Stifel Financial Corporation Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-11-21 | 2025-12-15 | 24d | LB LandBridge Company LLC Class A Shares Representing Limit | Purchase | $15,001 – $50,000 | — |
| 2025-11-20 | 2025-12-15 | 25d | DBSDF DBS GROUP HLDGS LTD ORD | Purchase | $1,001 – $15,000 | — |
| 2025-11-20 | 2025-12-15 | 25d | LB LandBridge Company LLC Class A Shares Representing Limit | Purchase | $50,001 – $100,000 | — |
| 2025-11-20 | 2025-12-15 | 25d | MHVYF Mitsubishi Heavy Industries Ltd Ordinary Shares | Purchase | $1,001 – $15,000 | — |
| 2025-11-20 | 2025-12-15 | 25d | MBFJF Mitsubishi UFJ Financial Group Inc Ordinary Shares | Purchase | $1,001 – $15,000 | — |
| 2025-11-20 | 2025-12-15 | 25d | NTDOF NINTENDO CO LTD ORD | Purchase | $1,001 – $15,000 | — |
| 2025-11-20 | 2025-12-15 | 25d | TCTZF Tencent Holdings Limited Ordinary Shares | Purchase | $1,001 – $15,000 | — |
| 2025-11-19 | 2025-12-15 | 26d | BABA Alibaba Group Holding Limited American Depositary Shares | Purchase | $15,001 – $50,000 | — |
| 2025-11-19 | 2025-12-15 | 26d | BABAF ALIBABA GROUP HOLDING LTD | Purchase | $1,001 – $15,000 | — |
| 2025-11-19 | 2025-12-15 | 26d | AZSEY Allianz SE ADS | Purchase | $1,001 – $15,000 | — |
| 2025-11-19 | 2025-12-15 | 26d | AZN AstraZeneca PLC - American Depositary Shares | Purchase | $1,001 – $15,000 | — |
| 2025-11-19 | 2025-12-15 | 26d | BCLYF Barclays Plc Ord Ordinary Shares | Purchase | $1,001 – $15,000 | — |
| 2025-11-19 | 2025-12-15 | 26d | RACE Ferrari N.V. Common Shares | Purchase | $1,001 – $15,000 | — |
| 2025-11-19 | 2025-12-15 | 26d | HESAF HERMES INTL SA | Purchase | $1,001 – $15,000 | — |
| 2025-11-19 | 2025-12-15 | 26d | IBDSF Iberdrola SA Bilbao Ordinary Shares | Purchase | $1,001 – $15,000 | — |
| 2025-11-19 | 2025-12-15 | 26d | RNMBF Rheinmetall Ag Ordinary Shares | Purchase | $1,001 – $15,000 | — |
| 2025-11-19 | 2025-12-15 | 26d | SBGSF SCHNEIDER ELECTRIC SA | Purchase | $1,001 – $15,000 | — |
| 2025-11-19 | 2025-12-15 | 26d | SMEGF SIEMENS ENERGY AG | Purchase | $1,001 – $15,000 | — |
| 2025-11-19 | 2025-12-15 | 26d | UNCFF UNICREDITO SPA ORD NEW | Purchase | $1,001 – $15,000 | — |
| 2025-11-19 | 2025-12-15 | 26d | XIACF XIAOMI CORP | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | ABT Abbott Laboratories Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | AMD Advanced Micro Devices, Inc. | Purchase | $15,001 – $50,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | ARE Alexandria Real Estate Equities, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | GOOGL Alphabet Inc. - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | AMZN Amazon.com, Inc. - Common Stock | Purchase | $15,001 – $50,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | AMZN Amazon.com, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | AMCR Amcor plc Ordinary Shares | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | APO Apollo Global Management, Inc. | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | AAPL Apple Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | APP Applovin Corporation - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | ANET Arista Networks, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | AZO AutoZone, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | BRK.B Berkshire Hathaway Inc. New Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | SQ Block, Inc. Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | BE Bloom Energy Corporation Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | BKNG Booking Holdings Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | BSX Boston Scientific Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | AVGO Broadcom Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | BRO Brown & Brown, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | BXP BXP, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | CAT Caterpillar, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | CVX Chevron Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | CMG Chipotle Mexican Grill, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | NET Cloudflare, Inc. Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | COIN Coinbase Global, Inc. - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | CMCSA Comcast Corporation - Class A Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | STZ Constellation Brands, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | CTRA Coterra Energy Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | CSW CSW Industrials, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | DHI D.R. Horton, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | DECK Deckers Outdoor Corporation | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | DASH DoorDash, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | DOW Dow Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | ETN Eaton Corporation, PLC Ordinary Shares | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | LLY Eli Lilly and Company Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | EG Everest Group, Ltd. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | EXE Expand Energy Corporation - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | FDS FactSet Research Systems Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | FIS Fidelity National Information Services, Inc. Common Stoc | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | FISV Fiserv, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | FCX Freeport-McMoRan, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | GEV GE Vernova Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | GPN Global Payments Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | HD Home Depot, Inc. | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | HON Honeywell International Inc. | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | INTC Intel Corporation - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | IFF International Flavors & Fragrances, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | IP International Paper Company Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | ISRG Intuitive Surgical, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | JKHY Jack Henry & Associates, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | JPM JP Morgan Chase & Co. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | LEN Lennar Corporation Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | LMT Lockheed Martin Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | MTB M&T Bank Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | MA Mastercard Incorporated Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | MCK McKesson Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | MELI MercadoLibre, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | MRK Merck & Company, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | FB Meta Platforms, Inc. - Class A | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | MSFT Microsoft Corporation - Common Stock | Purchase | $50,001 – $100,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | TAP Molson Coors Beverage Company Class B Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | MDB MongoDB, Inc. - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | MS Morgan Stanley Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | NFLX Netflix, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | NVDA NVIDIA Corporation - Common Stock | Purchase | $15,001 – $50,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | NXPI NXP Semiconductors N.V. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | OKE ONEOK, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | ORCL Oracle Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | PLTR Palantir Technologies Inc. Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | PFE Pfizer, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | PG Procter & Gamble Company | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | PWR Quanta Services, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | REGN Regeneron Pharmaceuticals, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | HOOD Robinhood Markets, Inc. - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | RBLX Roblox Corporation Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | SW Smurfit WestRock plc Ordinary Shares | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | SPOT Spotify Technology S.A. Ordinary Shares | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | SYK Stryker Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | SNPS Synopsys, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | TSM Taiwan Semiconductor Manufacturing Company Ltd. | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | TRGP Targa Resources, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | TSLA Tesla, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | CPB The Campbell's Company - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | TDG Transdigm Group Incorporated Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | UBER Uber Technologies, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | UPS United Parcel Service, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | VRSK Verisk Analytics, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | VRT Vertiv Holdings, LLC Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | VTRS Viatris Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | WMT Walmart Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | WBD Warner Bros. Discovery, Inc. - Series A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | WPM Wheaton Precious Metals Corp Common Shares | Purchase | $1,001 – $15,000 | — |
| 2025-11-18 | 2025-12-15 | 27d | ZTS Zoetis Inc. Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-17 | 2025-12-15 | 28d | CP Canadian Pacific Kansas City Limited Common Shares | Purchase | $1,001 – $15,000 | — |
| 2025-11-17 | 2025-12-15 | 28d | DASH DoorDash, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-17 | 2025-12-15 | 28d | SARO StandardAero, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-13 | 2025-12-15 | 32d | ALKT Alkami Technology, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-13 | 2025-12-15 | 32d | BCRX BioCryst Pharmaceuticals, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-13 | 2025-12-15 | 32d | INTA Intapp, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-11-13 | 2025-12-15 | 32d | MTSI MACOM Technology Solutions Holdings, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-11-13 | 2025-12-15 | 32d | NOVT Novanta Inc. - Common Shares | Purchase | $1,001 – $15,000 | — |
| 2025-11-13 | 2025-12-15 | 32d | VIAV Viavi Solutions Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-11-12 | 2025-12-15 | 33d | DOX Amdocs Limited - Ordinary Shares | Partial sale | $15,001 – $50,000 | — |
| 2025-11-12 | 2025-12-15 | 33d | BA Boeing Company | Partial sale | $1,001 – $15,000 | — |
| 2025-11-12 | 2025-12-15 | 33d | BMY Bristol-Myers Squibb Company Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-12 | 2025-12-15 | 33d | BYDDF BYD Company Ltd H Shares | Sale | $1,001 – $15,000 | — |
| 2025-11-12 | 2025-12-15 | 33d | CCJ | Purchase | $15,001 – $50,000 | — |
| 2025-11-12 | 2025-12-15 | 33d | CBOE Cboe Global Markets, Inc. | Purchase | $1,001 – $15,000 | — |
| 2025-11-12 | 2025-12-15 | 33d | CLX Clorox Company | Sale | $1,001 – $15,000 | — |
| 2025-11-12 | 2025-12-15 | 33d | CMCSA Comcast Corporation - Class A Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-11-12 | 2025-12-15 | 33d | CAG ConAgra Brands, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-12 | 2025-12-15 | 33d | DD DuPont de Nemours, Inc. Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-11-12 | 2025-12-15 | 33d | FISV Fiserv, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-12 | 2025-12-15 | 33d | HAL Halliburton Company Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-12 | 2025-12-15 | 33d | HUM Humana Inc. Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-11-12 | 2025-12-15 | 33d | JKHY Jack Henry & Associates, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-12 | 2025-12-15 | 33d | KVUE Kenvue Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-12 | 2025-12-15 | 33d | KMB Kimberly-Clark Corporation Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-11-12 | 2025-12-15 | 33d | LULU lululemon athletica inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-12 | 2025-12-15 | 33d | MSFT Microsoft Corporation - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-12 | 2025-12-15 | 33d | MOH Molina Healthcare Inc Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-11-12 | 2025-12-15 | 33d | OXY Occidental Petroleum Corporation Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-11-12 | 2025-12-15 | 33d | Realty Income Corporation Common Stock (O) | Partial sale | $1,001 – $15,000 | — |
| 2025-11-12 | 2025-12-15 | 33d | SBAC SBA Communications Corporation - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-12 | 2025-12-15 | 33d | SMCI Super Micro Computer, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-11-12 | 2025-12-15 | 33d | TRGP Targa Resources, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-12 | 2025-12-15 | 33d | CI The Cigna Group Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-11-12 | 2025-12-15 | 33d | UNH UnitedHealth Group Incorporated Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-11-12 | 2025-12-15 | 33d | VTR Ventas, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-12 | 2025-12-15 | 33d | VCYT Veracyte, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-11-11 | 2025-12-15 | 34d | WBI WaterBridge Infrastructure LLC Class A Shares Representi | Purchase | $100,001 – $250,000 | — |
| 2025-11-10 | 2025-12-15 | 35d | RSNHF RESONA HOLDINGS INC | Purchase | $1,001 – $15,000 | — |
| 2025-11-07 | 2025-12-15 | 38d | KKR KKR & Co. Inc. Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-11-07 | 2025-12-15 | 38d | PLTR Palantir Technologies Inc. - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-07 | 2025-12-15 | 38d | RBLX Roblox Corporation Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-07 | 2025-12-15 | 38d | SAP SAP SE ADS | Sale | $1,001 – $15,000 | — |
| 2025-11-07 | 2025-12-15 | 38d | NOW ServiceNow, Inc. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-11-06 | 2025-12-15 | 39d | CSW CSW Industrials, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-06 | 2025-12-15 | 39d | ITT ITT Inc. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-11-06 | 2025-12-15 | 39d | PRIM Primoris Services Corporation | Partial sale | $1,001 – $15,000 | — |
| 2025-11-06 | 2025-12-15 | 39d | SPXC SPX Technologies, Inc. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-11-06 | 2025-12-15 | 39d | UFPI UFP Industries, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-11-03 | 2025-12-15 | 42d | Qnity Electronics, Inc. Common Stock (Q) | Exchange | $1,001 – $15,000 | — |
| 2025-11-03 | 2025-11-18 | 15d | CVLT Commvault Systems, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-11-03 | 2025-11-18 | 15d | DSGX The Descartes Systems Group Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-10-30 | 2025-11-18 | 19d | CNS Cohen & Steers Inc Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-30 | 2025-11-18 | 19d | CRDO Credo Technology Group Holding Ltd - Ordinary Shares | Purchase | $1,001 – $15,000 | — |
| 2025-10-30 | 2025-11-18 | 19d | EPAC Enerpac Tool Group Corp. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-30 | 2025-11-18 | 19d | STRL Sterling Infrastructure, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-10-30 | 2025-11-18 | 19d | UFPI UFP Industries, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-10-22 | 2025-11-18 | 27d | DBSDF Dbs Group Holdings Ltd Ord Ordinary Shares | Purchase | $1,001 – $15,000 | — |
| 2025-10-21 | 2025-11-18 | 28d | AJINF AJINOMOTO CO INC | Purchase | $1,001 – $15,000 | — |
| 2025-10-21 | 2025-11-18 | 28d | BABAF ALIBABA GROUP HOLDING LTD | Purchase | $1,001 – $15,000 | — |
| 2025-10-21 | 2025-11-18 | 28d | AZSEY Allianz SE ADS | Purchase | $1,001 – $15,000 | — |
| 2025-10-21 | 2025-11-18 | 28d | AZN AstraZeneca PLC - American Depositary Shares | Purchase | $1,001 – $15,000 | — |
| 2025-10-21 | 2025-11-18 | 28d | BCLYF Barclays Plc Ord Ordinary Shares | Purchase | $1,001 – $15,000 | — |
| 2025-10-21 | 2025-11-18 | 28d | RACE Ferrari N.V. Common Shares | Purchase | $1,001 – $15,000 | — |
| 2025-10-21 | 2025-11-18 | 28d | HESAF Hermes Intl S A Ordinary Shares | Purchase | $1,001 – $15,000 | — |
| 2025-10-21 | 2025-11-18 | 28d | IBDSF Iberdrola SA Bilbao Ordinary Shares | Purchase | $1,001 – $15,000 | — |
| 2025-10-21 | 2025-11-18 | 28d | MHVYF Mitsubishi Heavy Industries Ltd Ordinary Shares | Purchase | $1,001 – $15,000 | — |
| 2025-10-21 | 2025-11-18 | 28d | MBFJF Mitsubishi UFJ Financial Group Inc Ordinary Shares | Purchase | $1,001 – $15,000 | — |
| 2025-10-21 | 2025-11-18 | 28d | NTDOF NINTENDO CO LTD ORD | Purchase | $1,001 – $15,000 | — |
| 2025-10-21 | 2025-11-18 | 28d | RNMBF Rheinmetall Ag Ordinary Shares | Purchase | $1,001 – $15,000 | — |
| 2025-10-21 | 2025-11-18 | 28d | SAP SAP SE ADS | Purchase | $1,001 – $15,000 | — |
| 2025-10-21 | 2025-11-18 | 28d | SBGSF SCHNEIDER ELECTRIC SA | Purchase | $1,001 – $15,000 | — |
| 2025-10-21 | 2025-11-18 | 28d | SMEGF SIEMENS ENERGY AG | Purchase | $1,001 – $15,000 | — |
| 2025-10-21 | 2025-11-18 | 28d | TSM Company Ltd. | Purchase | $1,001 – $15,000 | — |
| 2025-10-21 | 2025-11-18 | 28d | UNCFF UNICREDITO SPA ORD NEW | Purchase | $1,001 – $15,000 | — |
| 2025-10-21 | 2025-11-18 | 28d | XIACF XIAOMI CORP | Purchase | $1,001 – $15,000 | — |
| 2025-10-17 | 2025-11-18 | 32d | BABA Alibaba Group Holding Limited American Depositary Shares | Purchase | $15,001 – $50,000 | — |
| 2025-10-17 | 2025-11-18 | 32d | GOOGL Alphabet Inc. - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-17 | 2025-11-18 | 32d | AMZN Amazon.com, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-17 | 2025-11-18 | 32d | AAPL Apple Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-17 | 2025-11-18 | 32d | APP Applovin Corporation - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-17 | 2025-11-18 | 32d | ANET Arista Networks, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-17 | 2025-11-18 | 32d | BRK.B Berkshire Hathaway Inc. New Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-17 | 2025-11-18 | 32d | BE Bloom Energy Corporation Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-17 | 2025-11-18 | 32d | BSX Boston Scientific Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-17 | 2025-11-18 | 32d | AVGO Broadcom Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-17 | 2025-11-18 | 32d | CCJ Cameco Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-17 | 2025-11-18 | 32d | CAT Caterpillar, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-17 | 2025-11-18 | 32d | CVX Chevron Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-17 | 2025-11-18 | 32d | NET Cloudflare, Inc. Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-17 | 2025-11-18 | 32d | COIN Coinbase Global, Inc. - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-17 | 2025-11-18 | 32d | COST Costco Wholesale Corporation - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-17 | 2025-11-18 | 32d | FLEX Flex Ltd. - Ordinary Shares | Partial sale | $1,001 – $15,000 | — |
| 2025-10-17 | 2025-11-18 | 32d | FCX Freeport-McMoRan, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-17 | 2025-11-18 | 32d | HD Home Depot, Inc. | Purchase | $1,001 – $15,000 | — |
| 2025-10-17 | 2025-11-18 | 32d | JPM JP Morgan Chase & Co. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-17 | 2025-11-18 | 32d | KKR KKR & Co. Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-17 | 2025-11-18 | 32d | MA Mastercard Incorporated Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-17 | 2025-11-18 | 32d | MELI MercadoLibre, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-17 | 2025-11-18 | 32d | META Meta Platforms, Inc. - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-17 | 2025-11-18 | 32d | MDB MongoDB, Inc. - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-17 | 2025-11-18 | 32d | MS Morgan Stanley Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-17 | 2025-11-18 | 32d | NFLX Netflix, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-17 | 2025-11-18 | 32d | NVDA NVIDIA Corporation - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-17 | 2025-11-18 | 32d | NXPI NXP Semiconductors N.V. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-17 | 2025-11-18 | 32d | ORCL Oracle Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-17 | 2025-11-18 | 32d | PG Procter & Gamble Company | Purchase | $1,001 – $15,000 | — |
| 2025-10-17 | 2025-11-18 | 32d | PWR Quanta Services, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-17 | 2025-11-18 | 32d | HOOD Robinhood Markets, Inc. - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-17 | 2025-11-18 | 32d | NOW ServiceNow, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-17 | 2025-11-18 | 32d | SYK Stryker Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-17 | 2025-11-18 | 32d | TSLA Tesla, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-17 | 2025-11-18 | 32d | TDG Transdigm Group Incorporated Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-17 | 2025-11-18 | 32d | UBER Uber Technologies, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-17 | 2025-11-18 | 32d | VRT Vertiv Holdings, LLC Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-17 | 2025-11-18 | 32d | WMT Walmart Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-17 | 2025-11-18 | 32d | WPM Wheaton Precious Metals Corp Common Shares | Purchase | $1,001 – $15,000 | — |
| 2025-10-16 | 2025-11-18 | 33d | Fountain Valley, CA Public Financing Authority Bonds | Sale | $100,001 – $250,000 | — |
| 2025-10-16 | 2025-11-18 | 33d | GDDY GoDaddy Inc. Class A Common Stock | Sale | $15,001 – $50,000 | — |
| 2025-10-15 | 2025-11-18 | 34d | DOX Amdocs Limited - Ordinary Shares | Partial sale | $1,001 – $15,000 | — |
| 2025-10-15 | 2025-11-18 | 34d | APG APi Group Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-15 | 2025-11-18 | 34d | CSGP CoStar Group, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-15 | 2025-11-18 | 34d | ETN Eaton Corporation, PLC Ordinary Shares | Purchase | $1,001 – $15,000 | — |
| 2025-10-15 | 2025-11-18 | 34d | GDDY GoDaddy Inc. Class A Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-10-15 | 2025-11-18 | 34d | San Diego, CA, Cmnty. College Dist. GO Bonds | Partial sale | $100,001 – $250,000 | — |
| 2025-10-15 | 2025-11-18 | 34d | Wiseburn, CA, Unified School District GO Ref. A Bonds | Sale | $50,001 – $100,000 | — |
| 2025-10-15 | 2025-11-18 | 34d | WDAY Workday, Inc. - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-14 | 2025-11-18 | 35d | BABA Alibaba Group Holding Limited American Depositary Shares | Purchase | $15,001 – $50,000 | — |
| 2025-10-14 | 2025-11-18 | 35d | GDDY GoDaddy Inc. Class A Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-10-14 | 2025-11-18 | 35d | SPOT Shares | Purchase | $1,001 – $15,000 | — |
| 2025-10-14 | 2025-11-18 | 35d | WDAY Workday, Inc. - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-09 | 2025-11-18 | 40d | APP Applovin Corporation - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-09 | 2025-11-18 | 40d | AORT Artivion, Inc. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-10-09 | 2025-11-18 | 40d | AZTA Azenta, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-09 | 2025-11-18 | 40d | BMY Bristol-Myers Squibb Company Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-10-09 | 2025-11-18 | 40d | COIN Coinbase Global, Inc. - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-09 | 2025-11-18 | 40d | CMCSA Comcast Corporation - Class A Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-10-09 | 2025-11-18 | 40d | CAG ConAgra Brands, Inc. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-10-09 | 2025-11-18 | 40d | CYTK Cytokinetics, Incorporated - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-09 | 2025-11-18 | 40d | EIX Edison International Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-10-09 | 2025-11-18 | 40d | MEDP Medpace Holdings, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-10-09 | 2025-11-18 | 40d | MSFT Microsoft Corporation - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-09 | 2025-11-18 | 40d | PLTR Palantir Technologies Inc. - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-09 | 2025-11-18 | 40d | PHR Phreesia, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-09 | 2025-11-18 | 40d | SUPN Supernus Pharmaceuticals, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-10-09 | 2025-11-18 | 40d | SNPS Synopsys, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-10-09 | 2025-11-18 | 40d | UNH UnitedHealth Group Incorporated Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-08 | 2025-11-18 | 41d | Milwaukee, Wisconsin GO Promissory Notes Series N2 | Purchase | $250,001 – $500,000 | — |
| 2025-10-08 | 2025-11-18 | 41d | Missouri Health and Educational Facilities Authority Rev | Purchase | $250,001 – $500,000 | — |
| 2025-10-08 | 2025-11-18 | 41d | New York Liberty Development Corporation Revenue Bonds | Purchase | $250,001 – $500,000 | — |
| 2025-10-08 | 2025-11-18 | 41d | Washington State Health Care Facilities Authority Revenu | Purchase | $250,001 – $500,000 | — |
| 2025-10-07 | 2025-11-18 | 42d | APG APi Group Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-07 | 2025-11-18 | 42d | California State Public Works Board Lease Rev. Bonds | Partial sale | $250,001 – $500,000 | — |
| 2025-10-07 | 2025-11-18 | 42d | FLEX Flex Ltd. - Ordinary Shares | Partial sale | $1,001 – $15,000 | — |
| 2025-10-07 | 2025-11-18 | 42d | GDDY GoDaddy Inc. Class A Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-10-07 | 2025-11-18 | 42d | NFLX Netflix, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-10-07 | 2025-11-18 | 42d | Perris, CA Union High School District GO Ref. Bonds | Partial sale | $100,001 – $250,000 | — |
| 2025-10-07 | 2025-11-18 | 42d | SARO StandardAero, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-07 | 2025-11-18 | 42d | WDAY Workday, Inc. - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-03 | 2025-11-18 | 46d | AVAV AeroVironment, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-03 | 2025-11-18 | 46d | Chula Vista, CA Elementary School Bonds | Sale | $250,001 – $500,000 | — |
| 2025-10-03 | 2025-11-18 | 46d | COLB Columbia Banking System, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-03 | 2025-11-18 | 46d | CVLT Commvault Systems, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-03 | 2025-11-18 | 46d | INSM Insmed Incorporated - Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-10-03 | 2025-11-18 | 46d | Long Beach, CA Unified School District Bonds | Sale | $15,001 – $50,000 | — |
| 2025-10-03 | 2025-11-18 | 46d | SKWD Skyward Specialty Insurance Group, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-03 | 2025-11-18 | 46d | STRL Sterling Infrastructure, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-10-03 | 2025-11-18 | 46d | BWIN The Baldwin Insurance Group, Inc. - Class A Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-10-02 | 2025-11-18 | 47d | SARO StandardAero, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-10-01 | 2025-10-10 | 9d | DOX Amdocs Limited - Ordinary Shares | Partial sale | $1,001 – $15,000 | — |
| 2025-10-01 | 2025-10-10 | 9d | SARO StandardAero, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-09-30 | 2025-10-10 | 10d | AJINF AJINOMOTO CO INC | Purchase | $1,001 – $15,000 | — |
| 2025-09-30 | 2025-10-10 | 10d | DOX Amdocs Limited - Ordinary Shares | Partial sale | $1,001 – $15,000 | — |
| 2025-09-30 | 2025-10-10 | 10d | Anaheim CA Elementary School District GO Bonds | Sale | $100,001 – $250,000 | — |
| 2025-09-30 | 2025-10-10 | 10d | APG APi Group Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-09-30 | 2025-10-10 | 10d | Bay Area Toll Authority, CA, Toll Bridge Revenue Bonds | Sale | $500,001 – $1,000,000 | — |
| 2025-09-30 | 2025-10-10 | 10d | Cajon Valley, CA, Unified School District GO Bonds | Sale | $50,001 – $100,000 | — |
| 2025-09-30 | 2025-10-10 | 10d | Calaveras County, CA GO Ref. Bonds | Sale | $15,001 – $50,000 | — |
| 2025-09-30 | 2025-10-10 | 10d | California State GO Bonds | Sale | $500,001 – $1,000,000 | — |
| 2025-09-30 | 2025-10-10 | 10d | CSGP CoStar Group, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-09-30 | 2025-10-10 | 10d | Eastern Municipal Water District Financing Authority, CA | Sale | $250,001 – $500,000 | — |
| 2025-09-30 | 2025-10-10 | 10d | FTV Fortive Corporation Common Stock | Sale | $15,001 – $50,000 | — |
| 2025-09-30 | 2025-10-10 | 10d | Gilroy, CA, Unified School District GO Bonds | Sale | $250,001 – $500,000 | — |
| 2025-09-30 | 2025-10-10 | 10d | GDDY GoDaddy Inc. Class A Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-09-30 | 2025-10-10 | 10d | Healdsburg, CA Unified School Dist. GO Bonds | Sale | $50,001 – $100,000 | — |
| 2025-09-30 | 2025-10-10 | 10d | Los Angeles County, CA, Met. Transportation Authority Bo | Partial sale | $250,001 – $500,000 | — |
| 2025-09-30 | 2025-10-10 | 10d | MHVYF Mitsubishi Heavy Industries Ltd Ordinary Shares | Purchase | $1,001 – $15,000 | — |
| 2025-09-30 | 2025-10-10 | 10d | Oakland, CA GO Bonds | Sale | $50,001 – $100,000 | — |
| 2025-09-30 | 2025-10-10 | 10d | PTC PTC Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-09-30 | 2025-10-10 | 10d | San Jacinto CA Uni. School Dist. GO Bonds | Sale | $100,001 – $250,000 | — |
| 2025-09-30 | 2025-10-10 | 10d | Santa Clara County, CA, Financing Authority Bonds | Sale | $250,001 – $500,000 | — |
| 2025-09-30 | 2025-10-10 | 10d | Selma, CA, Unified School District Bonds | Sale | $100,001 – $250,000 | — |
| 2025-09-30 | 2025-10-10 | 10d | Southwestern Community College Dist. CA, Bonds | Sale | $250,001 – $500,000 | — |
| 2025-09-30 | 2025-10-10 | 10d | SARO StandardAero, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-09-30 | 2025-10-10 | 10d | WAT Waters Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-09-29 | 2025-10-10 | 11d | Moreno Valley, CA, USD Bonds | Sale | $100,001 – $250,000 | — |
| 2025-09-29 | 2025-10-10 | 11d | Puente Basin Water Agency CA Bonds | Sale | $250,001 – $500,000 | — |
| 2025-09-26 | 2025-10-10 | 14d | ARIS Aris Water Solutions, Inc. Class A Common Stock | Sale | $15,001 – $50,000 | — |
| 2025-09-26 | 2025-10-10 | 14d | BE Bloom Energy Corporation Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-09-26 | 2025-10-10 | 14d | Bucks County, PA Industrial Development Authority Hospit | Purchase | $250,001 – $500,000 | — |
| 2025-09-26 | 2025-10-10 | 14d | USB U.S. Bancorp Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-09-26 | 2025-10-10 | 14d | WM Waste Management, Inc. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-09-26 | 2025-10-10 | 14d | WBI WaterBridge Infrastructure LLC Cl A | Purchase | $15,001 – $50,000 | — |
| 2025-09-22 | 2025-10-10 | 18d | DOX Amdocs Limited - Ordinary Shares | Partial sale | $1,001 – $15,000 | — |
| 2025-09-22 | 2025-10-10 | 18d | BBIO BridgeBio Pharma, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-09-22 | 2025-10-10 | 18d | CSGP CoStar Group, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-09-22 | 2025-10-10 | 18d | FTV Fortive Corporation Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-09-22 | 2025-10-10 | 18d | GDDY GoDaddy Inc. Class A Common Stock | Partial sale | $15,001 – $50,000 | — |
| 2025-09-22 | 2025-10-10 | 18d | INSM Insmed Incorporated - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-09-22 | 2025-10-10 | 18d | THR Thermon Group Holdings, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-09-22 | 2025-10-10 | 18d | WDAY Workday, Inc. - Class A Common Stock | Purchase | $15,001 – $50,000 | — |
| 2025-09-18 | 2025-10-10 | 22d | UNCFF UNICREDITO SPA ORD NEW | Purchase | $1,001 – $15,000 | — |
| 2025-09-17 | 2025-10-10 | 23d | ARIS Aris Water Solutions, Inc. Class A Common Stock | Partial sale | $15,001 – $50,000 | — |
| 2025-09-17 | 2025-10-10 | 23d | WBI WaterBridge Infrastructure LLC Cl A | Purchase | $15,001 – $50,000 | — |
| 2025-09-16 | 2025-10-10 | 24d | MMC Marsh & McLennan Companies, Inc. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-09-12 | 2025-10-10 | 28d | APG APi Group Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-09-12 | 2025-10-10 | 28d | CMG Chipotle Mexican Grill, Inc. Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-09-12 | 2025-10-10 | 28d | NET Cloudflare, Inc. Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-09-12 | 2025-10-10 | 28d | FLEX Flex Ltd. - Ordinary Shares | Partial sale | $1,001 – $15,000 | — |
| 2025-09-12 | 2025-10-10 | 28d | FTV Fortive Corporation Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-09-12 | 2025-10-10 | 28d | HD Home Depot, Inc. | Purchase | $1,001 – $15,000 | — |
| 2025-09-12 | 2025-10-10 | 28d | MDB MongoDB, Inc. - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-09-12 | 2025-10-10 | 28d | OKTA Okta, Inc. - Class A Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-09-12 | 2025-10-10 | 28d | PWR Quanta Services, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-09-12 | 2025-10-10 | 28d | RVTY Revvity, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-09-12 | 2025-10-10 | 28d | SYY Sysco Corporation Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-09-12 | 2025-10-10 | 28d | WPM Wheaton Precious Metals Corp Common Shares | Purchase | $1,001 – $15,000 | — |
| 2025-09-05 | 2025-10-10 | 35d | CAG ConAgra Brands, Inc. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-09-05 | 2025-10-10 | 35d | HAL Halliburton Company Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-09-05 | 2025-10-10 | 35d | Kellanova Common Stock (K) | Partial sale | $1,001 – $15,000 | — |
| 2025-09-05 | 2025-10-10 | 35d | KMI Kinder Morgan, Inc. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-09-05 | 2025-10-10 | 35d | TAP Molson Coors Beverage Company Class B Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-09-05 | 2025-10-10 | 35d | NOC Northrop Grumman Corporation Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-09-05 | 2025-10-10 | 35d | LUV Southwest Airlines Company Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-09-05 | 2025-10-10 | 35d | SMCI Super Micro Computer, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-09-05 | 2025-10-10 | 35d | THR Thermon Group Holdings, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-09-05 | 2025-10-10 | 35d | UNH UnitedHealth Group Incorporated Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-09-03 | 2025-10-10 | 37d | PPBI Pacific Premier Bancorp Inc - Common Stock | Exchange | $1,001 – $15,000 | — |
| 2025-09-02 | 2025-09-12 | 10d | AVNT Avient Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-09-02 | 2025-09-12 | 10d | GTLS Chart Industries, Inc. | Partial sale | $1,001 – $15,000 | — |
| 2025-09-02 | 2025-09-12 | 10d | SMTC Semtech Corporation - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-08-27 | 2025-09-12 | 16d | DOX Amdocs Limited - Ordinary Shares | Partial sale | $1,001 – $15,000 | — |
| 2025-08-26 | 2025-09-12 | 17d | DOX Amdocs Limited - Ordinary Shares | Partial sale | $1,001 – $15,000 | — |
| 2025-08-26 | 2025-09-12 | 17d | APG APi Group Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-08-26 | 2025-09-12 | 17d | FTV Fortive Corporation Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-08-26 | 2025-09-12 | 17d | GDDY GoDaddy Inc. Class A Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-08-26 | 2025-09-12 | 17d | INTA Intapp, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-08-26 | 2025-09-12 | 17d | SMTC Semtech Corporation - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-08-26 | 2025-09-12 | 17d | WAT Waters Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-08-15 | 2025-09-12 | 28d | CVLT Commvault Systems, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-08-15 | 2025-09-12 | 28d | INTA Intapp, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-08-15 | 2025-09-12 | 28d | STRL Sterling Infrastructure, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-08-13 | 2025-09-12 | 30d | AVTR Avantor, Inc. Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-08-13 | 2025-09-12 | 30d | RVTY Revvity, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-08-13 | 2025-09-12 | 30d | WAT Waters Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-08-12 | 2025-09-12 | 31d | AVTR Avantor, Inc. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-08-12 | 2025-09-12 | 31d | WAT Waters Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-08-08 | 2025-09-12 | 35d | BBIO BridgeBio Pharma, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-08-08 | 2025-09-12 | 35d | INSM Insmed Incorporated - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-08-08 | 2025-09-12 | 35d | MBFJF Mitsubishi UFJ Financial Group Inc Ordinary Shares | Purchase | $1,001 – $15,000 | — |
| 2025-08-08 | 2025-09-12 | 35d | RARE Ultragenyx Pharmaceutical Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-08-07 | 2025-09-12 | 36d | HESAF Hermes Intl S A Ordinary Shares | Purchase | $1,001 – $15,000 | — |
| 2025-08-06 | 2025-09-12 | 37d | BRK.B Berkshire Hathaway Inc. New Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-08-06 | 2025-09-12 | 37d | CP Canadian Pacific Kansas City Limited Common Shares | Sale | $1,001 – $15,000 | — |
| 2025-08-06 | 2025-09-12 | 37d | LB LandBridge Company LLC Class A Shares Representing Limit | Purchase | $50,001 – $100,000 | — |
| 2025-08-06 | 2025-09-12 | 37d | MET MetLife, Inc. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-08-06 | 2025-09-12 | 37d | MDLZ Mondelez International, Inc. - Class A Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-08-06 | 2025-09-12 | 37d | STRC Strategy Inc - Variable Rate Series A Perpetual Stretch | Purchase | $15,001 – $50,000 | — |
| 2025-08-06 | 2025-09-12 | 37d | VLO Valero Energy Corporation Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-08-05 | 2025-09-12 | 38d | ADBE Adobe Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-08-05 | 2025-09-12 | 38d | APA APA Corporation - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-08-05 | 2025-09-12 | 38d | CHRW C.H. Robinson Worldwide, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-08-05 | 2025-09-12 | 38d | CDNS Cadence Design Systems, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-08-05 | 2025-09-12 | 38d | CNC Centene Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-08-05 | 2025-09-12 | 38d | CMCSA Comcast Corporation - Class A Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-08-05 | 2025-09-12 | 38d | CAG ConAgra Brands, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-08-05 | 2025-09-12 | 38d | ELV Elevance Health, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-08-05 | 2025-09-12 | 38d | GIS General Mills, Inc. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-08-05 | 2025-09-12 | 38d | HAL Halliburton Company Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-08-05 | 2025-09-12 | 38d | HUM Humana Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-08-05 | 2025-09-12 | 38d | Kellanova Common Stock (K) | Purchase | $1,001 – $15,000 | — |
| 2025-08-05 | 2025-09-12 | 38d | KMI Kinder Morgan, Inc. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-08-05 | 2025-09-12 | 38d | LMT Lockheed Martin Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-08-05 | 2025-09-12 | 38d | MCK McKesson Corporation Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-08-05 | 2025-09-12 | 38d | MRK Merck & Company, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-08-05 | 2025-09-12 | 38d | MSFT Microsoft Corporation - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-08-05 | 2025-09-12 | 38d | MOH Molina Healthcare Inc Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-08-05 | 2025-09-12 | 38d | TAP Molson Coors Beverage Company Class B Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-08-05 | 2025-09-12 | 38d | OXY Occidental Petroleum Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-08-05 | 2025-09-12 | 38d | ORCL | Partial sale | $1,001 – $15,000 | — |
| 2025-08-05 | 2025-09-12 | 38d | PSA Public Storage Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-08-05 | 2025-09-12 | 38d | Realty Income Corporation Common Stock (O) | Purchase | $1,001 – $15,000 | — |
| 2025-08-05 | 2025-09-12 | 38d | SLB Schlumberger N.V. Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-08-05 | 2025-09-12 | 38d | SEI Class A Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-08-05 | 2025-09-12 | 38d | TSLA Tesla, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-08-05 | 2025-09-12 | 38d | CI The Cigna Group Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-08-05 | 2025-09-12 | 38d | UPS United Parcel Service, Inc. Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-08-05 | 2025-09-12 | 38d | UNH UnitedHealth Group Incorporated Common Stock | Partial sale | $15,001 – $50,000 | — |
| 2025-08-05 | 2025-09-12 | 38d | ZTS Zoetis Inc. Class A Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-07-31 | 2025-08-14 | 14d | BSX Boston Scientific Corporation Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-07-31 | 2025-08-14 | 14d | CSGP CoStar Group, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-07-31 | 2025-08-14 | 14d | DAY Dayforce, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-07-31 | 2025-08-14 | 14d | WRB W.R. Berkley Corporation Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-07-24 | 2025-08-14 | 21d | MEDP Medpace Holdings, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-07-23 | 2025-08-14 | 22d | AVTR Avantor, Inc. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-07-23 | 2025-08-14 | 22d | RVTY Revvity, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-07-21 | 2025-08-14 | 24d | ANSS ANSYS, Inc. - Common Stock | Exchange | $1,001 – $15,000 | — |
| 2025-07-18 | 2025-08-14 | 27d | GPOR Gulfport Energy Corporation Common Shares | Purchase | $1,001 – $15,000 | — |
| 2025-07-15 | 2025-08-14 | 30d | RARE Ultragenyx Pharmaceutical Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-07-09 | 2025-08-14 | 36d | CSGP CoStar Group, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-07-09 | 2025-08-14 | 36d | PTC PTC Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-07-09 | 2025-08-14 | 36d | RAL Ralliant Corporation Common Stock | Sale | $15,001 – $50,000 | — |
| 2025-07-09 | 2025-08-14 | 36d | HOOD Robinhood Markets, Inc. - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-07-08 | 2025-09-12 | 66d | RAL 2000142794 Ralliant Corporation Common Stock | Sale | $15,001 – $50,000 | — |
| 2025-07-07 | 2025-08-14 | 38d | GPOR Gulfport Energy Corporation Common Shares | Purchase | $1,001 – $15,000 | — |
| 2025-07-07 | 2025-08-14 | 38d | INSM Insmed Incorporated - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-07-07 | 2025-08-14 | 38d | MGY Magnolia Oil & Gas Corporation Class A Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-07-03 | 2025-08-14 | 42d | Alameda County, CA Water District Financing Authority Bo | Sale | $50,001 – $100,000 | — |
| 2025-07-03 | 2025-08-14 | 42d | DSKYF Daiichi Sankyo Co Ltd Ordinary Shares | Sale | $1,001 – $15,000 | — |
| 2025-07-03 | 2025-08-14 | 42d | GIS General Mills, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-07-03 | 2025-08-14 | 42d | Kellanova Common Stock (K) | Partial sale | $1,001 – $15,000 | — |
| 2025-07-03 | 2025-08-14 | 42d | RIO Rio Tinto Plc Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-07-03 | 2025-08-14 | 42d | SMEGF SIEMENS ENERGY AG | Purchase | $1,001 – $15,000 | — |
| 2025-07-03 | 2025-08-14 | 42d | LUV Southwest Airlines Company Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-07-01 | 2025-08-14 | 44d | San Diego, CA Unified School District GO Bonds | Partial sale | $50,001 – $100,000 | — |
| 2025-07-01 | 2025-07-10 | 9d | APP Applovin Corporation - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-07-01 | 2025-07-10 | 9d | SWTX SpringWorks Therapeutics, Inc. - common stock | Sale | $15,001 – $50,000 | — |
| 2025-06-30 | 2025-07-10 | 10d | DOX Amdocs Limited - Ordinary Shares | Partial sale | $1,001 – $15,000 | — |
| 2025-06-30 | 2025-07-10 | 10d | CSGP CoStar Group, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-06-27 | 2025-07-10 | 13d | ASML ASML Holding N.V. - New York Registry Shares | Sale | $1,001 – $15,000 | — |
| 2025-06-27 | 2025-07-10 | 13d | CSGP CoStar Group, Inc. - Common Stock | Purchase | $15,001 – $50,000 | — |
| 2025-06-27 | 2025-07-10 | 13d | XIACF XIAOMI CORP | Purchase | $1,001 – $15,000 | — |
| 2025-06-26 | 2025-07-10 | 14d | BSX Boston Scientific Corporation Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-06-26 | 2025-07-10 | 14d | FWONK Liberty Media Corporation - Series C Liberty Formula One | Partial sale | $1,001 – $15,000 | — |
| 2025-06-26 | 2025-07-10 | 14d | WTW Willis Towers Watson Public Limited Company - Ordinary S | Partial sale | $1,001 – $15,000 | — |
| 2025-06-25 | 2025-07-10 | 15d | CSGP CoStar Group, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-06-25 | 2025-07-10 | 15d | NEE NextEra Energy, Inc. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-06-25 | 2025-07-10 | 15d | NXPI NXP Semiconductors N.V. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-06-16 | 2025-07-10 | 24d | BOOT Boot Barn Holdings, Inc. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-06-16 | 2025-07-10 | 24d | SKY Champion Homes, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-06-16 | 2025-07-10 | 24d | GTLS Chart Industries, Inc. | Partial sale | $1,001 – $15,000 | — |
| 2025-06-16 | 2025-07-10 | 24d | HQY HealthEquity, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-06-16 | 2025-07-10 | 24d | PPBI Pacific Premier Bancorp Inc - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-06-16 | 2025-07-10 | 24d | RBC RBC Bearings Incorporated Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-06-16 | 2025-07-10 | 24d | SBCF Seacoast Banking Corporation of Florida - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-06-16 | 2025-07-10 | 24d | VCYT Veracyte, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-06-11 | 2025-07-10 | 29d | BSX Boston Scientific Corporation Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-06-11 | 2025-07-10 | 29d | CDRE Cadre Holdings, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-06-11 | 2025-07-10 | 29d | DAY Dayforce, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-06-11 | 2025-07-10 | 29d | GDDY GoDaddy Inc. Class A Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-06-11 | 2025-07-10 | 29d | PTC PTC Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-06-11 | 2025-07-10 | 29d | RVTY Revvity, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-05-30 | 2025-06-06 | 7d | BA Boeing Company | Purchase | $1,001 – $15,000 | — |
| 2025-05-30 | 2025-06-06 | 7d | CNC Centene Corporation Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-05-30 | 2025-06-06 | 7d | CAG ConAgra Brands, Inc. Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-05-30 | 2025-06-06 | 7d | COP ConocoPhillips Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-05-30 | 2025-06-06 | 7d | ELV Elevance Health, Inc. Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-05-30 | 2025-06-06 | 7d | LLY Eli Lilly and Company Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-05-30 | 2025-06-06 | 7d | HUM Humana Inc. Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-05-30 | 2025-06-06 | 7d | JNJ Johnson & Johnson Common Stock | Purchase | $15,001 – $50,000 | — |
| 2025-05-30 | 2025-06-06 | 7d | KMI Kinder Morgan, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-05-30 | 2025-06-06 | 7d | LHX L3Harris Technologies, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-05-30 | 2025-06-06 | 7d | LEN Lennar Corporation Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-05-30 | 2025-06-06 | 7d | LMT Lockheed Martin Corporation Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-05-30 | 2025-06-06 | 7d | MRK Merck & Company, Inc. Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-05-30 | 2025-06-06 | 7d | MOH Molina Healthcare Inc Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-05-30 | 2025-06-06 | 7d | NOC Northrop Grumman Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-05-30 | 2025-06-06 | 7d | ORLY O'Reilly Automotive, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-05-30 | 2025-06-06 | 7d | PFE Pfizer, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-05-30 | 2025-06-06 | 7d | SLB Schlumberger N.V. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-05-30 | 2025-06-06 | 7d | UNH UnitedHealth Group Incorporated Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-05-30 | 2025-06-06 | 7d | YUM Yum! Brands, Inc. | Partial sale | $1,001 – $15,000 | — |
| 2025-05-29 | 2025-06-06 | 8d | OKTA Okta, Inc. - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-05-29 | 2025-06-06 | 8d | PLD Prologis, Inc. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-05-28 | 2025-06-06 | 9d | GDDY GoDaddy Inc. Class A Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-05-28 | 2025-06-06 | 9d | FWONK Liberty Media Corporation - Series C Liberty Formula One | Partial sale | $1,001 – $15,000 | — |
| 2025-05-28 | 2025-06-06 | 9d | PTC PTC Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-05-28 | 2025-06-06 | 9d | RVTY Revvity, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-05-27 | 2025-06-06 | 10d | NTDOF NINTENDO CO LTD ORD | Purchase | $1,001 – $15,000 | — |
| 2025-05-27 | 2025-06-06 | 10d | SMFNF Sumitomo Mitsui Financial Group Inc Ordinary Shares | Sale | $1,001 – $15,000 | — |
| 2025-05-20 | 2025-06-06 | 17d | USPH U.S. Physical Therapy, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-05-16 | 2025-06-06 | 21d | DAVA Endava plc American Depositary Shares | Sale | $1,001 – $15,000 | — |
| 2025-05-15 | 2025-06-06 | 22d | FWRG First Watch Restaurant Group, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-05-15 | 2025-06-06 | 22d | UTZ Utz Brands Inc Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-05-13 | 2025-06-06 | 24d | BSX Boston Scientific Corporation Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-05-13 | 2025-06-06 | 24d | DAY Dayforce, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-05-13 | 2025-06-06 | 24d | GDDY GoDaddy Inc. Class A Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-05-13 | 2025-06-06 | 24d | IR Ingersoll Rand Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-05-13 | 2025-06-06 | 24d | PTC PTC Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-05-09 | 2025-06-06 | 28d | ENGQF ENGIE SA ORD | Purchase | $1,001 – $15,000 | — |
| 2025-05-09 | 2025-06-06 | 28d | RSNHF Resona Holdings Inc Osaka Ordinary Shares | Sale | $1,001 – $15,000 | — |
| 2025-05-07 | 2025-06-06 | 30d | HLT Hilton Worldwide Holdings Inc. Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-05-07 | 2025-06-06 | 30d | KKR KKR & Co. Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-05-07 | 2025-06-06 | 30d | NEO NeoGenomics, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-05-06 | 2025-06-06 | 31d | ATRC AtriCure, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-05-06 | 2025-06-06 | 31d | ICUI ICU Medical, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-05-06 | 2025-06-06 | 31d | MTX Minerals Technologies Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-05-06 | 2025-06-06 | 31d | SLAB Silicon Laboratories, Inc. - Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-05-06 | 2025-06-06 | 31d | SEI Solaris Energy Infrastructure, Inc. Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-05-02 | 2025-05-06 | 4d | BDRFF Beiersdorf A G Ordinary Shares | Purchase | $1,001 – $15,000 | — |
| 2025-04-30 | 2025-05-06 | 6d | ALKT Alkami Technology, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-04-29 | 2025-05-06 | 7d | AMZN Amazon.com, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-04-29 | 2025-05-06 | 7d | CP Canadian Pacific Kansas City Limited Common Shares | Partial sale | $1,001 – $15,000 | — |
| 2025-04-29 | 2025-05-06 | 7d | CPRI Capri Holdings Limited Ordinary Shares | Sale | $1,001 – $15,000 | — |
| 2025-04-29 | 2025-05-06 | 7d | CNC Centene Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-04-29 | 2025-05-06 | 7d | DOW Dow Inc. Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-04-29 | 2025-05-06 | 7d | DTM | Sale | $1,001 – $15,000 | — |
| 2025-04-29 | 2025-05-06 | 7d | ELV Elevance Health, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-04-29 | 2025-05-06 | 7d | HUM Humana Inc. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-04-29 | 2025-05-06 | 7d | JNJ Johnson & Johnson Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-04-29 | 2025-05-06 | 7d | Kellanova Common Stock (K) | Purchase | $1,001 – $15,000 | — |
| 2025-04-29 | 2025-05-06 | 7d | KMI Kinder Morgan, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-04-29 | 2025-05-06 | 7d | LMT Lockheed Martin Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-04-29 | 2025-05-06 | 7d | MCK McKesson Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-04-29 | 2025-05-06 | 7d | MRK Merck & Company, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-04-29 | 2025-05-06 | 7d | MSFT Microsoft Corporation - Common Stock | Purchase | $15,001 – $50,000 | — |
| 2025-04-29 | 2025-05-06 | 7d | MOH Molina Healthcare Inc Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-04-29 | 2025-05-06 | 7d | ORLY O'Reilly Automotive, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-04-29 | 2025-05-06 | 7d | PFE Pfizer, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-04-29 | 2025-05-06 | 7d | UPS United Parcel Service, Inc. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-04-29 | 2025-05-06 | 7d | UNH UnitedHealth Group Incorporated Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-04-29 | 2025-05-06 | 7d | YUM Yum! Brands, Inc. | Purchase | $1,001 – $15,000 | — |
| 2025-04-29 | 2025-05-06 | 7d | ZION Zions Bancorporation N.A. - Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-04-28 | 2025-05-06 | 8d | BSX Boston Scientific Corporation Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-04-28 | 2025-05-06 | 8d | PTC PTC Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-04-28 | 2025-05-06 | 8d | PCVX Vaxcyte, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-04-28 | 2025-05-06 | 8d | WRB W.R. Berkley Corporation Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-04-17 | 2025-05-06 | 19d | AGIO Agios Pharmaceuticals, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-04-17 | 2025-05-06 | 19d | ALKT Alkami Technology, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-04-17 | 2025-05-06 | 19d | CRNX Crinetics Pharmaceuticals, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-04-17 | 2025-05-06 | 19d | FLYW Flywire Corporation - Voting Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-04-15 | 2025-05-06 | 21d | PCVX Vaxcyte, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-04-14 | 2025-05-06 | 22d | ARMK Aramark Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-04-14 | 2025-05-06 | 22d | FERG Ferguson Enterprises Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-04-14 | 2025-05-06 | 22d | IR Ingersoll Rand Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-04-14 | 2025-05-06 | 22d | SRPT Sarepta Therapeutics, Inc. - Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-04-14 | 2025-05-06 | 22d | SLAB Silicon Laboratories, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-04-14 | 2025-05-06 | 22d | PCVX Vaxcyte, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-04-14 | 2025-05-06 | 22d | WRB W.R. Berkley Corporation Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-04-11 | 2025-05-06 | 25d | RNMBF Rheinmetall Ag Ordinary Shares | Purchase | $1,001 – $15,000 | — |
| 2025-04-09 | 2025-05-06 | 27d | CHX ChampionX Corporation | Sale | $1,001 – $15,000 | — |
| 2025-04-08 | 2025-05-06 | 28d | ARIS Aris Water Solutions, Inc. Class A Common Stock | Purchase | $50,001 – $100,000 | — |
| 2025-04-08 | 2025-05-06 | 28d | CACI CACI International, Inc. Class A Common Stock | Sale | $15,001 – $50,000 | — |
| 2025-04-08 | 2025-05-06 | 28d | SPHR Sphere Entertainment Co. Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-04-08 | 2025-05-06 | 28d | TME Tencent Music Entertainment Group American Depositary Sh | Sale | $1,001 – $15,000 | — |
| 2025-04-07 | 2025-05-06 | 29d | WRB W.R. Berkley Corporation Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-04-07 | 2025-05-06 | 29d | WTW Willis Towers Watson Public Limited Company - Ordinary S | Purchase | $1,001 – $15,000 | — |
| 2025-04-04 | 2025-05-06 | 32d | SPHR Sphere Entertainment Co. Class A Common Stock | Purchase | $15,001 – $50,000 | — |
| 2025-04-03 | 2025-05-06 | 33d | ITCI Intra-Cellular Therapies Inc. | Sale | $1,001 – $15,000 | — |
| 2025-04-01 | 2025-04-07 | 6d | GDDY GoDaddy Inc. Class A Common Stock | Partial sale | $15,001 – $50,000 | — |
| 2025-04-01 | 2025-04-07 | 6d | PTC PTC Inc. - Common Stock | Purchase | $15,001 – $50,000 | — |
| 2025-04-01 | 2025-04-07 | 6d | WRB W.R. Berkley Corporation Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-03-31 | 2025-04-07 | 7d | BA Boeing Company | Purchase | $1,001 – $15,000 | — |
| 2025-03-31 | 2025-04-07 | 7d | CNC Centene Corporation Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-03-31 | 2025-04-07 | 7d | Ford Motor Company Common Stock (F) | Purchase | $1,001 – $15,000 | — |
| 2025-03-31 | 2025-04-07 | 7d | HSIC Henry Schein, Inc. - Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-03-31 | 2025-04-07 | 7d | HOLX Hologic, Inc. - Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-03-31 | 2025-04-07 | 7d | JNJ Johnson & Johnson Common Stock | Purchase | $15,001 – $50,000 | — |
| 2025-03-31 | 2025-04-07 | 7d | LH Labcorp Holdings Inc. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-03-31 | 2025-04-07 | 7d | MRK Merck & Company, Inc. Common Stock | Partial sale | $15,001 – $50,000 | — |
| 2025-03-31 | 2025-04-07 | 7d | MSFT Microsoft Corporation - Common Stock | Partial sale | $15,001 – $50,000 | — |
| 2025-03-31 | 2025-04-07 | 7d | PLTR Palantir Technologies Inc. - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-03-31 | 2025-04-07 | 7d | PFE Pfizer, Inc. Common Stock | Sale | $15,001 – $50,000 | — |
| 2025-03-31 | 2025-04-07 | 7d | TSLA Tesla, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-03-31 | 2025-04-07 | 7d | COCO Common Stock | Purchase | $15,001 – $50,000 | — |
| 2025-03-31 | 2025-04-07 | 7d | VTRS Viatris Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-03-31 | 2025-04-07 | 7d | WYNN Wynn Resorts, Limited - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-03-26 | 2025-04-07 | 12d | Audent Hospitality Real Estate Fund I L.P. | Purchase | $1,000,001 – $5,000,000 | — |
| 2025-03-24 | 2025-04-07 | 14d | Antioch, CA, Unified School District GO Bonds | Purchase | $250,001 – $500,000 | — |
| 2025-03-24 | 2025-04-07 | 14d | CBZ CBIZ, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-03-24 | 2025-04-07 | 14d | HALO Halozyme Therapeutics, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-03-24 | 2025-04-07 | 14d | ITCI Intra-Cellular Therapies Inc. | Partial sale | $1,001 – $15,000 | — |
| 2025-03-24 | 2025-04-07 | 14d | SUPN Supernus Pharmaceuticals, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-03-24 | 2025-04-07 | 14d | UTZ Utz Brands Inc Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-03-20 | 2025-04-07 | 18d | BCLYF Barclays Plc Ord Ordinary Shares | Purchase | $1,001 – $15,000 | — |
| 2025-03-20 | 2025-04-07 | 18d | TCTZF Tencent Holdings Limited Ordinary Shares | Purchase | $1,001 – $15,000 | — |
| 2025-03-19 | 2025-04-07 | 19d | PANW Palo Alto Networks, Inc. | Partial sale | $1,001 – $15,000 | — |
| 2025-03-18 | 2025-04-07 | 20d | PANW Palo Alto Networks, Inc. | Partial sale | $1,001 – $15,000 | — |
| 2025-03-17 | 2025-04-07 | 21d | ASML ASML Holding N.V. - New York Registry Shares | Purchase | $1,001 – $15,000 | — |
| 2025-03-17 | 2025-04-07 | 21d | BSX Boston Scientific Corporation Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-03-17 | 2025-04-07 | 21d | FERG Ferguson Enterprises Inc. Common Stock | Purchase | $15,001 – $50,000 | — |
| 2025-03-17 | 2025-04-07 | 21d | RBA RB Global, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-03-17 | 2025-04-07 | 21d | WRB W.R. Berkley Corporation Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-03-14 | 2025-04-07 | 24d | PWR Quanta Services, Inc. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-03-13 | 2025-04-07 | 25d | PAR PAR Technology Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-03-07 | 2025-04-07 | 31d | ANCTF ALIMENTATION COUCHE-TARD | Sale | $1,001 – $15,000 | — |
| 2025-03-04 | 2025-04-07 | 34d | TNDM Tandem Diabetes Care, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-03-03 | 2025-03-06 | 3d | HLMN Hillman Solutions Corp. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-03-03 | 2025-03-06 | 3d | STRL Sterling Infrastructure, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-02-26 | 2025-03-06 | 8d | AKAM Akamai Technologies, Inc. - Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-02-26 | 2025-03-06 | 8d | ALGN Align Technology, Inc. - Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-02-26 | 2025-03-06 | 8d | ANSS ANSYS, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-02-26 | 2025-03-06 | 8d | CDNS Cadence Design Systems, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-02-26 | 2025-03-06 | 8d | CMG Chipotle Mexican Grill, Inc. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-02-26 | 2025-03-06 | 8d | DHR Danaher Corporation Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-02-26 | 2025-03-06 | 8d | DG Dollar General Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-02-26 | 2025-03-06 | 8d | EPAC Enerpac Tool Group Corp. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-02-26 | 2025-03-06 | 8d | Ford Motor Company Common Stock (F) | Partial sale | $1,001 – $15,000 | — |
| 2025-02-26 | 2025-03-06 | 8d | GM General Motors Company Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-02-26 | 2025-03-06 | 8d | HUM Humana Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-02-26 | 2025-03-06 | 8d | MRK Merck & Company, Inc. Common Stock | Purchase | $15,001 – $50,000 | — |
| 2025-02-26 | 2025-03-06 | 8d | MSFT Microsoft Corporation - Common Stock | Purchase | $15,001 – $50,000 | — |
| 2025-02-26 | 2025-03-06 | 8d | PCG Pacific Gas & Electric Co. Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-02-26 | 2025-03-06 | 8d | PFE Pfizer, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-02-26 | 2025-03-06 | 8d | LUV Southwest Airlines Company Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-02-26 | 2025-03-06 | 8d | TSLA Tesla, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-02-26 | 2025-03-06 | 8d | UBER Uber Technologies, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-02-26 | 2025-03-06 | 8d | UNH UnitedHealth Group Incorporated Common Stock | Partial sale | $15,001 – $50,000 | — |
| 2025-02-26 | 2025-03-06 | 8d | WBA Walgreens Boots Alliance, Inc. - Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-02-26 | 2025-03-06 | 8d | WYNN Wynn Resorts, Limited - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-02-24 | 2025-03-06 | 10d | BSX Boston Scientific Corporation Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-02-24 | 2025-03-06 | 10d | WTW Willis Towers Watson Public Limited Company - Ordinary S | Purchase | $1,001 – $15,000 | — |
| 2025-02-20 | 2025-03-06 | 14d | ICFI ICF International, Inc. - Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-02-19 | 2025-03-06 | 15d | El Camino CA Community College District GO Bonds | Purchase | $250,001 – $500,000 | — |
| 2025-02-10 | 2025-03-06 | 24d | Anaheim CA Elementary School District GO Bonds | Purchase | $100,001 – $250,000 | — |
| 2025-02-03 | 2025-02-11 | 8d | ICFI ICF International, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-01-31 | 2025-02-11 | 11d | CACI CACI International, Inc. Class A Common Stock | Purchase | $15,001 – $50,000 | — |
| 2025-01-31 | 2025-02-11 | 11d | HE Hawaiian Electric Industries, Inc. Common Stock | Purchase | $50,001 – $100,000 | — |
| 2025-01-31 | 2025-02-11 | 11d | U.S. Treasury Bills | Sale | $250,001 – $500,000 | — |
| 2025-01-30 | 2025-02-11 | 12d | AVGO Broadcom Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-01-30 | 2025-02-11 | 12d | ISRG Intuitive Surgical, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-01-29 | 2025-02-11 | 13d | AGIO Agios Pharmaceuticals, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-01-29 | 2025-02-11 | 13d | AVGO Broadcom Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-01-29 | 2025-02-11 | 13d | CRNX Crinetics Pharmaceuticals, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-01-29 | 2025-02-11 | 13d | FNA Paragon 28, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-01-29 | 2025-02-11 | 13d | SWTX SpringWorks Therapeutics, Inc. - common stock | Purchase | $1,001 – $15,000 | — |
| 2025-01-29 | 2025-02-11 | 13d | USPH U.S. Physical Therapy, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-01-28 | 2025-02-11 | 14d | LRCX Lam Research Corporation - Common Stock | Partial sale | $15,001 – $50,000 | — |
| 2025-01-28 | 2025-02-11 | 14d | LNTH Lantheus Holdings, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-01-28 | 2025-02-11 | 14d | WTW Willis Towers Watson Public Limited Company - Ordinary S | Purchase | $1,001 – $15,000 | — |
| 2025-01-24 | 2025-02-11 | 18d | ABNB Airbnb, Inc. - Class A Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-01-24 | 2025-02-11 | 18d | BA Boeing Company | Partial sale | $1,001 – $15,000 | — |
| 2025-01-24 | 2025-02-11 | 18d | CCI Crown Castle Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-01-24 | 2025-02-11 | 18d | CVS CVS Health Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-01-24 | 2025-02-11 | 18d | DG Dollar General Corporation Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-01-24 | 2025-02-11 | 18d | Dominion Energy, Inc. Common Stock (D) | Sale | $1,001 – $15,000 | — |
| 2025-01-24 | 2025-02-11 | 18d | EIX Edison International Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-01-24 | 2025-02-11 | 18d | Ford Motor Company Common Stock (F) | Purchase | $1,001 – $15,000 | — |
| 2025-01-24 | 2025-02-11 | 18d | JNJ Johnson & Johnson Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-01-24 | 2025-02-11 | 18d | Kellanova Common Stock (K) | Purchase | $1,001 – $15,000 | — |
| 2025-01-24 | 2025-02-11 | 18d | MCK McKesson Corporation Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-01-24 | 2025-02-11 | 18d | MRK Merck & Company, Inc. Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-01-24 | 2025-02-11 | 18d | MSFT Microsoft Corporation - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-01-24 | 2025-02-11 | 18d | MDLZ Mondelez International, Inc. - Class A Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-01-24 | 2025-02-11 | 18d | PCG Pacific Gas & Electric Co. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-01-24 | 2025-02-11 | 18d | PLTR Palantir Technologies Inc. - Class A Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-01-24 | 2025-02-11 | 18d | PFE Pfizer, Inc. Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-01-24 | 2025-02-11 | 18d | DGX Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-01-24 | 2025-02-11 | 18d | CI The Cigna Group Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-01-24 | 2025-02-11 | 18d | SJM The J.M. Smucker Company Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-01-24 | 2025-02-11 | 18d | UNH UnitedHealth Group Incorporated Common Stock | Purchase | $15,001 – $50,000 | — |
| 2025-01-22 | 2025-02-11 | 20d | INTA Intapp, Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-01-22 | 2025-02-11 | 20d | PAR PAR Technology Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-01-13 | 2025-02-11 | 29d | KMX CarMax Inc | Purchase | $1,001 – $15,000 | — |
| 2025-01-13 | 2025-02-11 | 29d | STZ Constellation Brands, Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-01-13 | 2025-02-11 | 29d | KLAC KLA Corporation - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-01-13 | 2025-02-11 | 29d | LNTH Lantheus Holdings, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-01-13 | 2025-02-11 | 29d | WBA Common Stock | Partial sale | $15,001 – $50,000 | — |
| 2025-01-13 | 2025-02-11 | 29d | Willis Towers Watson Public Limited Company - Ordinary S | Purchase | $15,001 – $50,000 | — |
| 2025-01-09 | 2025-02-11 | 33d | TCTZF TENCENT HLDIGS LTD | Sale | $1,001 – $15,000 | — |
| 2025-01-08 | 2025-02-11 | 34d | XRAY DENTSPLY SIRONA Inc. - Common Stock | Sale | $1,001 – $15,000 | — |
| 2025-01-08 | 2025-02-11 | 34d | LNTH Lantheus Holdings, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-01-07 | 2025-02-11 | 35d | APG APi Group Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-01-07 | 2025-02-11 | 35d | XRAY DENTSPLY SIRONA Inc. - Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-01-07 | 2025-02-11 | 35d | FERG Ferguson Enterprises Inc. Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-01-07 | 2025-02-11 | 35d | FTV Fortive Corporation Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-01-07 | 2025-02-11 | 35d | GDDY GoDaddy Inc. Class A Common Stock | Partial sale | $1,001 – $15,000 | — |
| 2025-01-07 | 2025-02-11 | 35d | LNTH Lantheus Holdings, Inc. - Common Stock | Purchase | $1,001 – $15,000 | — |
| 2025-01-07 | 2025-02-11 | 35d | WAB Westinghouse Air Brake Technologies Corporation Common S | Partial sale | $1,001 – $15,000 | — |
Sums and counts over House Clerk and Senate EFD periodic transaction reports. No model call; every row links to the filing it came from. Generated 2026-09-11T10:41:55.189Z. All congressional trading →