Purchase
- Date
- Aug 27, 2026
- Reported value
- $1,001 - $15,000
- At trade
- $71.48
- Latest
- $67.68
- Return
- -5.32%
- Filing
- Sep 11, 2026 ↗
All transactions55
Purchases27
Sales28
PerformanceAverage return based on each purchase date+11.05%
Latest filing09/11/26
55 records
- Date
- Aug 27, 2026
- Reported value
- $1,001 - $15,000
- At trade
- $772.52
- Latest
- $781.54
- Return
- +1.17%
- Filing
- Sep 11, 2026 ↗
- Date
- Aug 20, 2026
- Reported value
- $1,001 - $15,000
- At trade
- $89.54
- Latest
- $91.55
- Return
- +2.24%
- Filing
- Sep 11, 2026 ↗
- Date
- Aug 20, 2026
- Reported value
- $1,001 - $15,000
- At trade
- $266.06
- Latest
- $248.61
- Return
- -6.56%
- Filing
- Sep 11, 2026 ↗
- Purchase
- Date
- Aug 19, 2026
- Reported value
- $1,001 - $15,000
- At trade
- $126.06
- Latest
- $120.61
- Return
- -4.32%
- Filing
- Sep 11, 2026 ↗
- Date
- Aug 19, 2026
- Reported value
- $15,001 - $50,000
- At trade
- —
- Latest
- —
- Return
- Unavailable
- Filing
- Sep 11, 2026 ↗
- Date
- Aug 19, 2026
- Reported value
- $1,001 - $15,000
- At trade
- $147.39
- Latest
- $137.60
- Return
- -6.64%
- Filing
- Sep 11, 2026 ↗
- Purchase
- Date
- Aug 13, 2026
- Reported value
- $1,001 - $15,000
- At trade
- $223.69
- Latest
- $186.60
- Return
- -16.58%
- Filing
- Sep 11, 2026 ↗
- Date
- Aug 13, 2026
- Reported value
- $1,001 - $15,000
- At trade
- $278.21
- Latest
- $295.79
- Return
- +6.32%
- Filing
- Sep 11, 2026 ↗
- Date
- Nov 21, 2025
- Reported value
- $1,001 - $15,000
- At trade
- $233.23
- Latest
- $276.70
- Return
- +18.64%
- Filing
- Aug 24, 2026 ↗
- Sale
- Date
- Nov 21, 2025
- Reported value
- $1,001 - $15,000
- At trade
- $60.84
- Latest
- $46.66
- Return
- -23.31%
- Filing
- Aug 24, 2026 ↗
- Date
- Nov 21, 2025
- Reported value
- $1,001 - $15,000
- At trade
- $34.24
- Latest
- $42.31
- Return
- +23.57%
- Filing
- Aug 24, 2026 ↗
- Date
- Nov 21, 2025
- Reported value
- $1,001 - $15,000
- At trade
- $1,054.61
- Latest
- $1,166.51
- Return
- +10.61%
- Filing
- Aug 24, 2026 ↗
- Date
- Nov 21, 2025
- Reported value
- $1,001 - $15,000
- At trade
- $22.29
- Latest
- $31.37
- Return
- +40.74%
- Filing
- Aug 24, 2026 ↗
- Date
- Nov 21, 2025
- Reported value
- $1,001 - $15,000
- At trade
- $44.77
- Latest
- $42.04
- Return
- -6.10%
- Filing
- Aug 24, 2026 ↗
- Date
- Nov 21, 2025
- Reported value
- $1,001 - $15,000
- At trade
- $654.54
- Latest
- $781.54
- Return
- +19.40%
- Filing
- Aug 24, 2026 ↗
- Date
- Nov 21, 2025
- Reported value
- $1,001 - $15,000
- At trade
- $18.89
- Latest
- $22.30
- Return
- +18.05%
- Filing
- Aug 24, 2026 ↗
- Date
- Nov 21, 2025
- Reported value
- $1,001 - $15,000
- At trade
- $58.22
- Latest
- $70.06
- Return
- +20.34%
- Filing
- Aug 24, 2026 ↗
- Date
- Nov 20, 2025
- Reported value
- $1,001 - $15,000
- At trade
- $88.22
- Latest
- $103.47
- Return
- +17.29%
- Filing
- Aug 24, 2026 ↗
- Date
- Nov 20, 2025
- Reported value
- $1,001 - $15,000
- At trade
- —
- Latest
- —
- Return
- Unavailable
- Filing
- Aug 24, 2026 ↗
- Date
- Nov 20, 2025
- Reported value
- $1,001 - $15,000
- At trade
- $39.80
- Latest
- $50.26
- Return
- +26.28%
- Filing
- Aug 24, 2026 ↗
- Date
- Nov 13, 2025
- Reported value
- $1,001 - $15,000
- At trade
- $238.41
- Latest
- $238.01
- Return
- -0.17%
- Filing
- Aug 24, 2026 ↗
- Date
- Nov 6, 2025
- Reported value
- $1,001 - $15,000
- At trade
- $92.26
- Latest
- $113.62
- Return
- +23.15%
- Filing
- Aug 24, 2026 ↗
- Purchase
- Date
- Apr 22, 2025
- Reported value
- $1,001 - $15,000
- At trade
- $362.56
- Latest
- $543.45
- Return
- +49.89%
- Filing
- Aug 20, 2026 ↗
- Purchase
- Date
- Apr 16, 2025
- Reported value
- $1,001 - $15,000
- At trade
- $562.30
- Latest
- $377.76
- Return
- -32.82%
- Filing
- Aug 20, 2026 ↗
| Date | Asset | Type | Reported value | At trade | Latest | Return | Filing |
|---|---|---|---|---|---|---|---|
| Aug 27, 2026 | Otis Worldwide Corp$OTIS | Purchase | $1,001 - $15,000 | $71.48 | $67.68 | -5.32% | Sep 11, 2026 ↗ |
| Aug 27, 2026 | iShares Core S&P 500 ETF$IVV | Sale | $1,001 - $15,000 | $772.52 | $781.54 | +1.17% | Sep 11, 2026 ↗ |
| Aug 20, 2026 | TRADR 2X LONG SPY MNTHLY ETF$SPYM | Purchase | $1,001 - $15,000 | $89.54 | $91.55 | +2.24% | Sep 11, 2026 ↗ |
| Aug 20, 2026 | Johnson & Johnson$JNJ | Sale | $1,001 - $15,000 | $266.06 | $248.61 | -6.56% | Sep 11, 2026 ↗ |
| Aug 19, 2026 | AVANTIS US SML CAP VAL ETF$AVUV | Purchase | $1,001 - $15,000 | $126.06 | $120.61 | -4.32% | Sep 11, 2026 ↗ |
| Aug 19, 2026 | WESTWOOD QUALITY SMALLCAP FUND$WWSYX | Sale | $15,001 - $50,000 | — | — | Unavailable | Sep 11, 2026 ↗ |
| Aug 19, 2026 | iShares Core S&P Small-Cap ETF$IJR | Purchase | $1,001 - $15,000 | $147.39 | $137.60 | -6.64% | Sep 11, 2026 ↗ |
| Aug 13, 2026 | First Solar Inc$FSLR | Purchase | $1,001 - $15,000 | $223.69 | $186.60 | -16.58% | Sep 11, 2026 ↗ |
| Aug 13, 2026 | CONSTELLATION ENE CORP$CEG | Sale | $1,001 - $15,000 | $278.21 | $295.79 | +6.32% | Sep 11, 2026 ↗ |
| Nov 21, 2025 | iShares Trust - iShares Russell 2000 ETF$IWM | Sale | $1,001 - $15,000 | $233.23 | $276.70 | +18.64% | Aug 24, 2026 ↗ |
| Nov 21, 2025 | Fiserv Inc$FISV | Sale | $1,001 - $15,000 | $60.84 | $46.66 | -23.31% | Aug 24, 2026 ↗ |
| Nov 21, 2025 | Managed Portfolio Series Tortoise North American Pipeline Fund$TPYP | Sale | $1,001 - $15,000 | $34.24 | $42.31 | +23.57% | Aug 24, 2026 ↗ |
| Nov 21, 2025 | Eli Lilly and Co$LLY | Sale | $1,001 - $15,000 | $1,054.61 | $1,166.51 | +10.61% | Aug 24, 2026 ↗ |
| Nov 21, 2025 | FIRST TR GLOBAL TACTICAL CMD$FTGC | Sale | $1,001 - $15,000 | $22.29 | $31.37 | +40.74% | Aug 24, 2026 ↗ |
| Nov 21, 2025 | Vanguard Global ex-U.S. Real Estate ETF$VNQI | Sale | $1,001 - $15,000 | $44.77 | $42.04 | -6.10% | Aug 24, 2026 ↗ |
| Nov 21, 2025 | iShares Core S&P 500 ETF$IVV | Sale | $1,001 - $15,000 | $654.54 | $781.54 | +19.40% | Aug 24, 2026 ↗ |
| Nov 21, 2025 | FT EGY PARTNER ENHANCED ETF$EIPI | Sale | $1,001 - $15,000 | $18.89 | $22.30 | +18.05% | Aug 24, 2026 ↗ |
| Nov 21, 2025 | Vanguard FTSE Developed Markets ETF$VEA | Sale | $1,001 - $15,000 | $58.22 | $70.06 | +20.34% | Aug 24, 2026 ↗ |
| Nov 20, 2025 | iShares MSCI EAFE ETF$EFA | Sale | $1,001 - $15,000 | $88.22 | $103.47 | +17.29% | Aug 24, 2026 ↗ |
| Nov 20, 2025 | NEW WORLD FUND INC$RNWGX | Sale | $1,001 - $15,000 | — | — | Unavailable | Aug 24, 2026 ↗ |
| Nov 20, 2025 | Goldman Sachs ActiveBeta Emerging Markets Equity ETF$GEM | Sale | $1,001 - $15,000 | $39.80 | $50.26 | +26.28% | Aug 24, 2026 ↗ |
| Nov 13, 2025 | salesforce.com Inc$CRM | Sale | $1,001 - $15,000 | $238.41 | $238.01 | -0.17% | Aug 24, 2026 ↗ |
| Nov 6, 2025 | iShares MSCI All Country Asia ex Japan ETF$AAXJ | Sale | $1,001 - $15,000 | $92.26 | $113.62 | +23.15% | Aug 24, 2026 ↗ |
| Apr 22, 2025 | Microsoft Corp$MSFT | Purchase | $1,001 - $15,000 | $362.56 | $543.45 | +49.89% | Aug 20, 2026 ↗ |
| Apr 16, 2025 | Unitedhealth Group Inc$UNH | Purchase | $1,001 - $15,000 | $562.30 | $377.76 | -32.82% | Aug 20, 2026 ↗ |