- Date
- Sep 29, 2026
- Reported value
- $1,001 - $15,000
- At trade
- $65.64
- Latest
- $61.62
- Return
- -6.12%
- Filing
- Oct 12, 2026 ↗
All transactions127
Purchases73
Sales53
PerformanceAverage return based on each purchase date-2.74%
Latest filing10/12/26
127 records
- Date
- Sep 29, 2026
- Reported value
- $1,001 - $15,000
- At trade
- $283.30
- Latest
- $275.65
- Return
- -2.70%
- Filing
- Oct 12, 2026 ↗
- California Community Choice Financing Authority Rev Bonds-Purchase
- Date
- Sep 24, 2026
- Reported value
- $250,001 - $500,000
- At trade
- —
- Latest
- —
- Return
- Unavailable
- Filing
- Oct 12, 2026 ↗
- California Community Choice Financing Authority Rev Bonds-Sale (Partial)
- Date
- Sep 22, 2026
- Reported value
- $250,001 - $500,000
- At trade
- —
- Latest
- —
- Return
- Unavailable
- Filing
- Oct 12, 2026 ↗
- Date
- Sep 21, 2026
- Reported value
- $1,001 - $15,000
- At trade
- $35.25
- Latest
- $35.22
- Return
- -0.09%
- Filing
- Oct 12, 2026 ↗
- El Camino CA Community College District GO Bonds-Sale (Full)
- Date
- Sep 21, 2026
- Reported value
- $100,001 - $250,000
- At trade
- —
- Latest
- —
- Return
- Unavailable
- Filing
- Oct 12, 2026 ↗
- Sale (Full)
- Date
- Sep 18, 2026
- Reported value
- $1,001 - $15,000
- At trade
- $294.20
- Latest
- $296.10
- Return
- +0.65%
- Filing
- Oct 12, 2026 ↗
- Date
- Sep 18, 2026
- Reported value
- $1,001 - $15,000
- At trade
- $102.61
- Latest
- $102.61
- Return
- +0.00%
- Filing
- Oct 12, 2026 ↗
- Sale (Full)
- Date
- Sep 18, 2026
- Reported value
- $1,001 - $15,000
- At trade
- $78.43
- Latest
- $84.02
- Return
- +7.13%
- Filing
- Oct 12, 2026 ↗
- Date
- Sep 18, 2026
- Reported value
- $1,001 - $15,000
- At trade
- $168.04
- Latest
- $165.64
- Return
- -1.43%
- Filing
- Oct 12, 2026 ↗
- Sale (Partial)
- Date
- Sep 17, 2026
- Reported value
- $1,001 - $15,000
- At trade
- $81.53
- Latest
- $13.36
- Return
- -83.61%
- Filing
- Oct 12, 2026 ↗
- Sale (Partial)
- Date
- Sep 16, 2026
- Reported value
- $1,001 - $15,000
- At trade
- $338.89
- Latest
- $357.31
- Return
- +5.44%
- Filing
- Oct 12, 2026 ↗
- Date
- Aug 28, 2026
- Reported value
- $1,001 - $15,000
- At trade
- $236.74
- Latest
- $193.09
- Return
- -18.44%
- Filing
- Sep 11, 2026 ↗
- Purchase
- Date
- Aug 27, 2026
- Reported value
- $15,001 - $50,000
- At trade
- $621.72
- Latest
- $688.88
- Return
- +10.80%
- Filing
- Sep 11, 2026 ↗
- Sale
- Date
- Aug 27, 2026
- Reported value
- $15,001 - $50,000
- At trade
- $38.04
- Latest
- $35.33
- Return
- -7.12%
- Filing
- Sep 11, 2026 ↗
- Purchase
- Date
- Aug 26, 2026
- Reported value
- $1,001 - $15,000
- At trade
- $156.02
- Latest
- $136.03
- Return
- -12.81%
- Filing
- Sep 11, 2026 ↗
- Purchase
- Date
- Aug 26, 2026
- Reported value
- $1,001 - $15,000
- At trade
- $1,035.39
- Latest
- $891.91
- Return
- -13.86%
- Filing
- Sep 11, 2026 ↗
- Sale
- Date
- Aug 26, 2026
- Reported value
- $1,001 - $15,000
- At trade
- $11.60
- Latest
- $10.75
- Return
- -7.33%
- Filing
- Sep 11, 2026 ↗
- Purchase
- Date
- Aug 26, 2026
- Reported value
- $1,001 - $15,000
- At trade
- $104.34
- Latest
- $112.28
- Return
- +7.61%
- Filing
- Sep 11, 2026 ↗
- Date
- Aug 25, 2026
- Reported value
- $15,001 - $50,000
- At trade
- $150.14
- Latest
- $146.45
- Return
- -2.46%
- Filing
- Sep 11, 2026 ↗
- Sale
- Date
- Aug 25, 2026
- Reported value
- $1,001 - $15,000
- At trade
- $11.52
- Latest
- $10.75
- Return
- -6.68%
- Filing
- Sep 11, 2026 ↗
- Date
- Aug 24, 2026
- Reported value
- $15,001 - $50,000
- At trade
- $150.96
- Latest
- $146.45
- Return
- -2.99%
- Filing
- Sep 11, 2026 ↗
- Date
- Aug 20, 2026
- Reported value
- $15,001 - $50,000
- At trade
- $149.31
- Latest
- $146.45
- Return
- -1.92%
- Filing
- Sep 11, 2026 ↗
- Date
- Aug 20, 2026
- Reported value
- $1,001 - $15,000
- At trade
- $545.40
- Latest
- $762.50
- Return
- +39.81%
- Filing
- Sep 11, 2026 ↗
- Purchase
- Date
- Aug 20, 2026
- Reported value
- $1,001 - $15,000
- At trade
- $27.98
- Latest
- $21.36
- Return
- -23.66%
- Filing
- Sep 11, 2026 ↗
| Date | Asset | Type | Reported value | At trade | Latest | Return | Filing |
|---|---|---|---|---|---|---|---|
| Sep 29, 2026 | Cytokinetics, Incorporated - Common Stock$CYTK | Purchase | $1,001 - $15,000 | $65.64 | $61.62 | -6.12% | Oct 12, 2026 ↗ |
| Sep 29, 2026 | Advanced Energy Industries, Inc. - Common Stock$AEIS | Purchase | $1,001 - $15,000 | $283.30 | $275.65 | -2.70% | Oct 12, 2026 ↗ |
| Sep 24, 2026 | California Community Choice Financing Authority Rev Bonds- | Purchase | $250,001 - $500,000 | — | — | Unavailable | Oct 12, 2026 ↗ |
| Sep 22, 2026 | California Community Choice Financing Authority Rev Bonds- | Sale (Partial) | $250,001 - $500,000 | — | — | Unavailable | Oct 12, 2026 ↗ |
| Sep 21, 2026 | Enerpac Tool Group Corp. Common Stock$EPAC | Purchase | $1,001 - $15,000 | $35.25 | $35.22 | -0.09% | Oct 12, 2026 ↗ |
| Sep 21, 2026 | El Camino CA Community College District GO Bonds- | Sale (Full) | $100,001 - $250,000 | — | — | Unavailable | Oct 12, 2026 ↗ |
| Sep 18, 2026 | Domino's Pizza Inc - Common Stock$DPZ | Sale (Full) | $1,001 - $15,000 | $294.20 | $296.10 | +0.65% | Oct 12, 2026 ↗ |
| Sep 18, 2026 | Abbott Laboratories Common Stock$ABT | Purchase | $1,001 - $15,000 | $102.61 | $102.61 | +0.00% | Oct 12, 2026 ↗ |
| Sep 18, 2026 | Deckers Outdoor Corporation$DECK | Sale (Full) | $1,001 - $15,000 | $78.43 | $84.02 | +7.13% | Oct 12, 2026 ↗ |
| Sep 18, 2026 | Cincinnati Financial Corporation - Common Stock$CINF | Purchase | $1,001 - $15,000 | $168.04 | $165.64 | -1.43% | Oct 12, 2026 ↗ |
| Sep 17, 2026 | Corteva, Inc. Common Stock$CTVA | Sale (Partial) | $1,001 - $15,000 | $81.53 | $13.36 | -83.61% | Oct 12, 2026 ↗ |
| Sep 16, 2026 | Broadcom Inc. - Common Stock$AVGO | Sale (Partial) | $1,001 - $15,000 | $338.89 | $357.31 | +5.44% | Oct 12, 2026 ↗ |
| Aug 28, 2026 | DoorDash Inc$DASH | Sale | $1,001 - $15,000 | $236.74 | $193.09 | -18.44% | Sep 11, 2026 ↗ |
| Aug 27, 2026 | Quanta Services Inc$PWR | Purchase | $15,001 - $50,000 | $621.72 | $688.88 | +10.80% | Sep 11, 2026 ↗ |
| Aug 27, 2026 | Nike Inc$NKE | Sale | $15,001 - $50,000 | $38.04 | $35.33 | -7.12% | Sep 11, 2026 ↗ |
| Aug 26, 2026 | Wheaton Precious Metals Corp$WPM | Purchase | $1,001 - $15,000 | $156.02 | $136.03 | -12.81% | Sep 11, 2026 ↗ |
| Aug 26, 2026 | The Goldman Sachs Group Inc$GS | Purchase | $1,001 - $15,000 | $1,035.39 | $891.91 | -13.86% | Sep 11, 2026 ↗ |
| Aug 26, 2026 | Phreesia Inc$PHR | Sale | $1,001 - $15,000 | $11.60 | $10.75 | -7.33% | Sep 11, 2026 ↗ |
| Aug 26, 2026 | Walmart Inc$WMT | Purchase | $1,001 - $15,000 | $104.34 | $112.28 | +7.61% | Sep 11, 2026 ↗ |
| Aug 25, 2026 | Lamar Advertising Co$LAMR | Sale | $15,001 - $50,000 | $150.14 | $146.45 | -2.46% | Sep 11, 2026 ↗ |
| Aug 25, 2026 | Phreesia Inc$PHR | Sale | $1,001 - $15,000 | $11.52 | $10.75 | -6.68% | Sep 11, 2026 ↗ |
| Aug 24, 2026 | Lamar Advertising Co$LAMR | Sale | $15,001 - $50,000 | $150.96 | $146.45 | -2.99% | Sep 11, 2026 ↗ |
| Aug 20, 2026 | Lamar Advertising Co$LAMR | Sale | $15,001 - $50,000 | $149.31 | $146.45 | -1.92% | Sep 11, 2026 ↗ |
| Aug 20, 2026 | Meta Platforms Inc$META | Sale | $1,001 - $15,000 | $545.40 | $762.50 | +39.81% | Sep 11, 2026 ↗ |
| Aug 20, 2026 | Artivion Inc$AORT | Purchase | $1,001 - $15,000 | $27.98 | $21.36 | -23.66% | Sep 11, 2026 ↗ |