“...pleasure and pain, they come and go and don't last... bear them patiently”—Gita
Sen. John Boozman has reported 339 trades since 2024 (184 buys, 155 sells). 39% of 272 scored trades beat the S&P 500 over the time they were held. The most recent was a sale of APTV on Sep 25, 2026, disclosed Oct 21, 2026. These are public disclosures, not recommendations.
| Ticker | Kind | Bought | Sold | Days held | Reported amount | Excess vs SPY |
|---|---|---|---|---|---|---|
| CSCO JT | Still held | Sep 24, 2026 | held | 40 | $1K–$15K | not yet scorable |
| MU JT | Sell (no earlier buy) | — | Sep 24, 2026 | 90 (rule) | $1K–$15K | not yet scorable |
| O JT | Still held | Sep 24, 2026 | held | 40 | $1K–$15K | not yet scorable |
| XTWO JT | Still held | Sep 21, 2026 | held | 43 | $1K–$15K | not yet scorable |
| EFA JT | Sell (no earlier buy) | — | Sep 9, 2026 | 90 (rule) | $1K–$15K | not yet scorable |
| CMBS JT | Still held | Sep 9, 2026 | held | 55 | $1K–$15K | not yet scorable |
| JMBS JT | Still held | Sep 9, 2026 | held | 55 | $1K–$15K | not yet scorable |
| IEF JT | Still held | Sep 9, 2026 | held | 55 | $1K–$15K | not yet scorable |
| TLH JT | Still held | Sep 9, 2026 | held | 55 | $1K–$15K | not yet scorable |
| GIGB JT | Still held | Sep 9, 2026 | held | 55 | $1K–$15K | not yet scorable |
| MBB JT | Still held | Sep 9, 2026 | held | 55 | $1K–$15K | not yet scorable |
| MU JT | Sell (no earlier buy) | — | Sep 9, 2026 | 90 (rule) | $1K–$15K | not yet scorable |
| XFIV JT | Still held | Sep 9, 2026 | held | 55 | $1K–$15K | not yet scorable |
| IVV JT | Sell (no earlier buy) | — | Aug 27, 2026 | 90 (rule) | $1K–$15K | not yet scorable |
| OTIS JT | Still held | Aug 27, 2026 | held | 68 | $1K–$15K | not yet scorable |
| SPYM JT | Still held | Aug 20, 2026 | held | 75 | $1K–$15K | not yet scorable |
| JNJ JT | Sell (no earlier buy) | — | Aug 20, 2026 | 90 (rule) | $1K–$15K | not yet scorable |
| IJR JT | Still held | Aug 19, 2026 | held | 76 | $1K–$15K | not yet scorable |
| AVUV JT | Still held | Aug 19, 2026 | held | 76 | $1K–$15K | not yet scorable |
| FSLR JT | Still held | Aug 13, 2026 | held | 82 | $1K–$15K | not yet scorable |
| PYPL JT | Still held | Jul 30, 2026 | held | 96 | $1K–$15K | +0.6% |
| SPYM JT | Still held | Jul 23, 2026 | held | 103 | $1K–$15K | -0.0% |
| APTV JT | Round trip | Jul 9, 2026 | Sep 25, 2026 | 78 | $1K–$15K | -27.8% |
| SPYM JT | Still held | Jul 2, 2026 | held | 124 | $1K–$15K | -0.0% |
| EL JT | Still held | Jul 2, 2026 | held | 124 | $1K–$15K | +24.2% |
| CVX JT | Still held | Jul 2, 2026 | held | 124 | $1K–$15K | +33.6% |
| PALL JT | Still held | Jun 25, 2026 | held | 131 | $1K–$15K | -21.3% |
| TPYP JT | Sell (no earlier buy) | — | Jun 25, 2026 | 90 (rule) | $1K–$15K | +7.0% |
| IGV JT | Still held | Jun 25, 2026 | held | 131 | $1K–$15K | +17.8% |
| SCHP JT | Still held | Jun 17, 2026 | held | 139 | $1K–$15K | -4.5% |
| CEG JT | Still held | Jun 12, 2026 | held | 144 | $1K–$15K | -0.0% |
| BSX JT | Sell (no earlier buy) | — | Jun 4, 2026 | 90 (rule) | $1K–$15K | +2.0% |
| UNH JT | Still held | Jun 4, 2026 | held | 152 | $1K–$15K | +1.7% |
| EFA JT | Sell (no earlier buy) | — | May 27, 2026 | 90 (rule) | $1K–$15K | -1.8% |
| IWM JT | Sell (no earlier buy) | — | May 27, 2026 | 90 (rule) | $1K–$15K | -1.0% |
| ACN JT | Sell (no earlier buy) | — | May 15, 2026 | 90 (rule) | $1K–$15K | -0.5% |
| IEI JT | Sell (no earlier buy) | — | May 13, 2026 | 90 (rule) | $50K–$100K | +4.9% |
| DVN JT | Still held | Apr 9, 2026 | held | 208 | $1K–$15K | -9.1% |
| CEG JT | Round trip | Apr 2, 2026 | Aug 13, 2026 | 133 | $1K–$15K | -16.5% |
| SPYM JT | Still held | Mar 20, 2026 | held | 228 | $1K–$15K | +0.0% |
| VEA JT | Still held | Mar 19, 2026 | held | 229 | $1K–$15K | -5.5% |
| FTGC JT | Still held | Mar 19, 2026 | held | 229 | $1K–$15K | -10.9% |
| BBEU JT | Sell (no earlier buy) | — | Mar 19, 2026 | 90 (rule) | $15K–$50K | +3.6% |
| NVDA JT | Still held | Mar 19, 2026 | held | 229 | $1K–$15K | -0.8% |
| JNJ JT | Sell (no earlier buy) | — | Mar 19, 2026 | 90 (rule) | $1K–$15K | +13.7% |
| ARES JT | Still held | Mar 13, 2026 | held | 235 | $1K–$15K | +17.1% |
| MSFT JT | Still held | Mar 5, 2026 | held | 243 | $1K–$15K | +13.1% |
| AMAT JT | Sell (no earlier buy) | — | Feb 27, 2026 | 90 (rule) | $1K–$15K | -10.8% |
| NTAP JT | Still held | Feb 27, 2026 | held | 249 | $1K–$15K | +77.4% |
| KR JT | Still held | Feb 26, 2026 | held | 250 | $1K–$15K | -7.4% |
| PG JT | Sell (no earlier buy) | — | Feb 26, 2026 | 90 (rule) | $1K–$15K | +18.8% |
| UNP JT | Sell (no earlier buy) | — | Feb 19, 2026 | 90 (rule) | $1K–$15K | +7.2% |
| MSFT JT | Still held | Feb 13, 2026 | held | 263 | $1K–$15K | +16.0% |
| CMBS JT | Still held | Feb 6, 2026 | held | 270 | $1K–$15K | -12.0% |
| IEF JT | Still held | Feb 6, 2026 | held | 270 | $1K–$15K | -13.7% |
| TLH JT | Still held | Feb 6, 2026 | held | 270 | $1K–$15K | -14.8% |
| GIGB JT | Still held | Feb 6, 2026 | held | 270 | $1K–$15K | -14.0% |
| SHY JT | Sell (no earlier buy) | — | Feb 6, 2026 | 90 (rule) | $15K–$50K | +6.7% |
| UBER JT | Still held | Feb 6, 2026 | held | 270 | $1K–$15K | -19.7% |
| EMB JT | Still held | Feb 6, 2026 | held | 270 | $1K–$15K | -14.0% |
| XTWO JT | Still held | Feb 6, 2026 | held | 270 | $15K–$50K | -10.8% |
| OMC JT | Sell (no earlier buy) | — | Jan 29, 2026 | 90 (rule) | $1K–$15K | +2.0% |
| PYPL JT | Still held | Jan 29, 2026 | held | 278 | $1K–$15K | +2.3% |
| ETN JT | Still held | Jan 29, 2026 | held | 278 | $1K–$15K | -5.1% |
| CVS JT | Still held | Jan 29, 2026 | held | 278 | $1K–$15K | +10.5% |
| CAT JT | Still held | Jan 29, 2026 | held | 278 | $1K–$15K | -16.1% |
| UNP JT | Sell (no earlier buy) | — | Jan 29, 2026 | 90 (rule) | $1K–$15K | -10.8% |
| FISV JT | Sell (no earlier buy) | — | Jan 29, 2026 | 90 (rule) | $1K–$15K | +4.8% |
| MU JT | Sell (no earlier buy) | — | Jan 26, 2026 | 90 (rule) | $1K–$15K | -31.6% |
| DXCM JT | Still held | Jan 26, 2026 | held | 281 | $1K–$15K | +7.0% |
| CMBS JT | Still held | Jan 23, 2026 | held | 284 | $1K–$15K | -12.0% |
| JMBS JT | Still held | Jan 23, 2026 | held | 284 | $1K–$15K | -14.5% |
| GIGB JT | Still held | Jan 23, 2026 | held | 284 | $1K–$15K | -14.3% |
| GEM JT | Round trip | Jan 23, 2026 | May 27, 2026 | 124 | $1K–$15K | +6.5% |
| MDY JT | Sell (no earlier buy) | — | Jan 23, 2026 | 90 (rule) | $1K–$15K | -1.4% |
| IVV JT | Round trip | Jan 23, 2026 | May 27, 2026 | 124 | $1K–$15K | +0.1% |
| MBB JT | Still held | Jan 23, 2026 | held | 284 | $1K–$15K | -13.1% |
| TBLL JT | Still held | Jan 23, 2026 | held | 284 | $1K–$15K | -9.0% |
| FTGC JT | Still held | Jan 23, 2026 | held | 284 | $1K–$15K | +8.7% |
| PPLT JT | Sell (no earlier buy) | — | Jan 23, 2026 | 90 (rule) | $1K–$15K | +30.5% |
| PALL JT | Sell (no earlier buy) | — | Jan 23, 2026 | 90 (rule) | $1K–$15K | +30.9% |
| VNQI JT | Round trip | Jan 23, 2026 | May 27, 2026 | 124 | $1K–$15K | -11.8% |
| TPYP JT | Round trip | Jan 23, 2026 | Mar 20, 2026 | 56 | $1K–$15K | +20.7% |
| IWM JT | Sell (no earlier buy) | — | Jan 23, 2026 | 90 (rule) | $1K–$15K | -1.3% |
| LITP JT | Round trip | Jan 23, 2026 | May 27, 2026 | 124 | $1K–$15K | -10.9% |
| SLV JT | Sell (no earlier buy) | — | Jan 23, 2026 | 90 (rule) | $1K–$15K | +29.2% |
| EIPI JT | Still held | Jan 23, 2026 | held | 284 | $1K–$15K | +1.6% |
| OMC JT | Sell (no earlier buy) | — | Jan 15, 2026 | 90 (rule) | $1K–$15K | +5.3% |
| AAPL JT | Still held | Jan 15, 2026 | held | 292 | $1K–$15K | +22.4% |
| V JT | Still held | Jan 15, 2026 | held | 292 | $1K–$15K | +21.2% |
| LRCX JT | Sell (no earlier buy) | — | Jan 8, 2026 | 90 (rule) | $1K–$15K | -24.6% |
| DIS JT | Still held | Jan 8, 2026 | held | 299 | $1K–$15K | -10.0% |
| MU JT | Sell (no earlier buy) | — | Jan 8, 2026 | 90 (rule) | $1K–$15K | -26.3% |
| NFLX JT | Still held | Jan 8, 2026 | held | 299 | $1K–$15K | -40.2% |
| XOM JT | Still held | Jan 8, 2026 | held | 299 | $1K–$15K | +37.1% |
| IVW JT | Round trip | Dec 31, 2025 | Jan 29, 2026 | 29 | $1K–$15K | -0.4% |
| IJR JT | Still held | Dec 26, 2025 | held | 312 | $1K–$15K | +6.0% |
| KRE JT | Sell (no earlier buy) | — | Dec 26, 2025 | 90 (rule) | $1K–$15K | -3.5% |
| PPLT JT | Sell (no earlier buy) | — | Dec 24, 2025 | 90 (rule) | $1K–$15K | +10.7% |
| PALL JT | Sell (no earlier buy) | — | Dec 24, 2025 | 90 (rule) | $1K–$15K | +12.7% |
| SLV JT | Sell (no earlier buy) | — | Dec 24, 2025 | 90 (rule) | $1K–$15K | -1.9% |
| SPYM JT | Round trip | Dec 24, 2025 | May 27, 2026 | 154 | buy $15K–$50K / sell $1K–$15K | -0.2% |
| SPYM JT | Round trip | Dec 24, 2025 | Sep 9, 2026 | 259 | buy $15K–$50K / sell $1K–$15K | -0.3% |
| SPYM JT | Still held | Dec 24, 2025 | held | 314 | $15K–$50K | -0.3% |
| MSFT JT | Still held | Dec 17, 2025 | held | 321 | $1K–$15K | -5.5% |
| WFC JT | Still held | Dec 17, 2025 | held | 321 | $1K–$15K | -19.3% |
| AAPL JT | Still held | Dec 17, 2025 | held | 321 | $1K–$15K | +12.4% |
| SMCI JT | Round trip | Dec 11, 2025 | Dec 31, 2025 | 20 | $1K–$15K | -12.9% |
| ANET JT | Still held | Dec 11, 2025 | held | 327 | $1K–$15K | +13.0% |
| IVV JT | Sell (no earlier buy) | — | Nov 21, 2025 | 90 (rule) | $1K–$15K | +0.0% |
| TPYP JT | Sell (no earlier buy) | — | Nov 21, 2025 | 90 (rule) | $1K–$15K | -10.6% |
| FISV JT | Sell (no earlier buy) | — | Nov 21, 2025 | 90 (rule) | $1K–$15K | +2.7% |
| EFA JT | Sell (no earlier buy) | — | Nov 20, 2025 | 90 (rule) | $1K–$15K | -9.2% |
| TPYP JT | Sell (no earlier buy) | — | Nov 3, 2025 | 90 (rule) | $1K–$15K | -6.9% |
| META JT | Still held | Oct 31, 2025 | held | 368 | $1K–$15K | -16.7% |
| OMC JT | Sell (no earlier buy) | — | Oct 31, 2025 | 90 (rule) | $1K–$15K | +0.8% |
| COST JT | Still held | Oct 9, 2025 | held | 390 | $1K–$15K | -1.7% |
| FTGC JT | Still held | Oct 3, 2025 | held | 396 | $1K–$15K | +1.6% |
| EMLP JT | Sell (no earlier buy) | — | Oct 3, 2025 | 90 (rule) | $15K–$50K | +2.2% |
| URNM JT | Sell (no earlier buy) | — | Oct 3, 2025 | 90 (rule) | $1K–$15K | +0.8% |
| SLV JT | Sell (no earlier buy) | — | Oct 3, 2025 | 90 (rule) | $1K–$15K | -49.0% |
| EIPI JT | Round trip | Oct 3, 2025 | Nov 21, 2025 | 49 | buy $15K–$50K / sell $1K–$15K | +2.4% |
| EIPI JT | Round trip | Oct 3, 2025 | May 27, 2026 | 236 | buy $15K–$50K / sell $1K–$15K | +0.1% |
| EIPI JT | Still held | Oct 3, 2025 | held | 396 | $15K–$50K | +2.0% |
| IQV JT | Sell (no earlier buy) | — | Oct 2, 2025 | 90 (rule) | $1K–$15K | -8.4% |
| GOOGL JT | Still held | Sep 17, 2025 | held | 412 | $1K–$15K | -2.3% |
| SCHP JT | Still held | Sep 16, 2025 | held | 413 | $1K–$15K | -19.4% |
| IEF JT | Still held | Sep 16, 2025 | held | 413 | $15K–$50K | -19.8% |
| SHY JT | Round trip | Sep 16, 2025 | Feb 6, 2026 | 143 | buy $1K–$15K / sell $15K–$50K | -4.8% |
| IEI JT | Round trip | Sep 16, 2025 | May 13, 2026 | 239 | buy $15K–$50K / sell $50K–$100K | -14.5% |
| ETN JT | Still held | Sep 12, 2025 | held | 417 | $1K–$15K | -14.4% |
| ADBE JT | Round trip | Sep 4, 2025 | Feb 13, 2026 | 162 | $1K–$15K | -28.4% |
| NVDA JT | Still held | Aug 22, 2025 | held | 438 | $1K–$15K | -3.0% |
| MU JT | Sell (no earlier buy) | — | Aug 22, 2025 | 90 (rule) | $1K–$15K | -70.0% |
| LLY JT | Still held | Aug 22, 2025 | held | 438 | $1K–$15K | +81.7% |
| ABBV JT | Sell (no earlier buy) | — | Aug 22, 2025 | 90 (rule) | $1K–$15K | -7.8% |
| LLY JT | Round trip | Aug 11, 2025 | Nov 21, 2025 | 102 | $1K–$15K | +63.2% |
| ABBV JT | Sell (no earlier buy) | — | Aug 11, 2025 | 90 (rule) | $1K–$15K | -2.9% |
| AMD JT | Still held | Aug 7, 2025 | held | 453 | $1K–$15K | +151.8% |
| EFA JT | Sell (no earlier buy) | — | Aug 1, 2025 | 90 (rule) | $1K–$15K | +0.9% |
| CMBS JT | Still held | Aug 1, 2025 | held | 459 | $1K–$15K | -22.5% |
| JMBS JT | Still held | Aug 1, 2025 | held | 459 | $1K–$15K | -24.4% |
| SCHP JT | Still held | Aug 1, 2025 | held | 459 | $1K–$15K | -24.9% |
| IEF JT | Still held | Aug 1, 2025 | held | 459 | $1K–$15K | -25.3% |
| TLH JT | Still held | Aug 1, 2025 | held | 459 | $1K–$15K | -26.6% |
| TLT JT | Still held | Aug 1, 2025 | held | 459 | $1K–$15K | -27.9% |
| GEM JT | Round trip | Aug 1, 2025 | Nov 20, 2025 | 111 | $1K–$15K | +4.8% |
| IVV JT | Sell (no earlier buy) | — | Aug 1, 2025 | 90 (rule) | $1K–$15K | -0.0% |
| SHY JT | Round trip | Aug 1, 2025 | Feb 6, 2026 | 189 | buy $1K–$15K / sell $15K–$50K | -10.8% |
| IEI JT | Round trip | Aug 1, 2025 | May 13, 2026 | 285 | buy $1K–$15K / sell $50K–$100K | -20.6% |
| MBB JT | Round trip | Aug 1, 2025 | May 13, 2026 | 285 | $1K–$15K | -18.7% |
| AGZ JT | Still held | Aug 1, 2025 | held | 459 | $1K–$15K | -23.0% |
| VNQI JT | Round trip | Aug 1, 2025 | Nov 21, 2025 | 112 | $1K–$15K | -2.9% |
| IWM JT | Round trip | Aug 1, 2025 | Nov 21, 2025 | 112 | $1K–$15K | +3.6% |
| EMLP JT | Sell (no earlier buy) | — | Aug 1, 2025 | 90 (rule) | $1K–$15K | +10.2% |
| SLV JT | Sell (no earlier buy) | — | Aug 1, 2025 | 90 (rule) | $1K–$15K | -22.7% |
| WMT JT | Still held | Jul 31, 2025 | held | 460 | $1K–$15K | +11.3% |
| GE JT | Still held | Jul 31, 2025 | held | 460 | $1K–$15K | -2.5% |
| MDLZ JT | Sell (no earlier buy) | — | Jul 31, 2025 | 90 (rule) | $1K–$15K | +19.3% |
| GD JT | Sell (no earlier buy) | — | Jul 31, 2025 | 90 (rule) | $1K–$15K | -1.5% |
| JPM JT | Sell (no earlier buy) | — | Jul 24, 2025 | 90 (rule) | $1K–$15K | +6.1% |
| BRK.B JT | Still held | Jul 24, 2025 | held | 467 | $1K–$15K | -2.8% |
| GIGB JT | Still held | Jul 8, 2025 | held | 483 | $1K–$15K | -24.4% |
| MU JT | Sell (no earlier buy) | — | Jul 1, 2025 | 90 (rule) | $1K–$15K | -28.1% |
| TBLL JT | Still held | Jun 11, 2025 | held | 510 | $1K–$15K | -25.1% |
| AVGO JT | Still held | Jun 11, 2025 | held | 510 | $1K–$15K | +2.3% |
| MU JT | Sell (no earlier buy) | — | Jun 11, 2025 | 90 (rule) | $1K–$15K | -8.4% |
| META JT | Still held | May 30, 2025 | held | 522 | $1K–$15K | -33.9% |
| GOOGL JT | Still held | May 20, 2025 | held | 532 | $1K–$15K | +43.3% |
| HD JT | Still held | May 20, 2025 | held | 532 | $1K–$15K | -36.4% |
| ATO JT | Round trip | May 20, 2025 | Jun 12, 2026 | 388 | $1K–$15K | -18.3% |
| AMZN JT | Still held | May 16, 2025 | held | 536 | $1K–$15K | -7.1% |
| META JT | Still held | May 16, 2025 | held | 536 | $1K–$15K | -31.8% |
| HD JT | Still held | May 16, 2025 | held | 536 | $1K–$15K | -37.0% |
| NVDA JT | Still held | May 13, 2025 | held | 539 | $1K–$15K | +27.4% |
| AVGO JT | Still held | May 13, 2025 | held | 539 | $1K–$15K | +10.5% |
| MSFT JT | Still held | Apr 22, 2025 | held | 560 | $1K–$15K | -4.4% |
| MSFT JT | Still held | Apr 16, 2025 | held | 566 | $1K–$15K | -6.6% |
| UNH JT | Round trip | Apr 16, 2025 | Jun 11, 2025 | 56 | $1K–$15K | -61.3% |
| ORCL JT | Still held | Apr 16, 2025 | held | 566 | $1K–$15K | -51.2% |
| META JT | Still held | Apr 15, 2025 | held | 567 | $1K–$15K | -23.6% |
| HYG JT | Round trip | Apr 9, 2025 | Jul 8, 2025 | 90 | $1K–$15K | -10.2% |
| AVGO JT | Still held | Apr 8, 2025 | held | 574 | $1K–$15K | +55.0% |
| COLPAL JT | Round trip | Apr 8, 2025 | Oct 9, 2025 | 184 | $1K–$15K | not yet scorable |
| CBOE JT | Still held | Apr 8, 2025 | held | 574 | $1K–$15K | +16.3% |
| IVW JT | Sell (no earlier buy) | — | Mar 19, 2025 | 90 (rule) | $1K–$15K | -5.8% |
| DTE JT | Sell (no earlier buy) | — | Mar 19, 2025 | 90 (rule) | $1K–$15K | +8.4% |
| IVW JT | Sell (no earlier buy) | — | Feb 26, 2025 | 90 (rule) | $1K–$15K | -2.3% |
| MSI JT | Still held | Feb 26, 2025 | held | 615 | $1K–$15K | -12.2% |
| TBLL JT | Still held | Feb 26, 2025 | held | 615 | $1K–$15K | -26.4% |
| EMLP JT | Sell (no earlier buy) | — | Feb 26, 2025 | 90 (rule) | $1K–$15K | -0.7% |
| NVDA JT | Still held | Feb 26, 2025 | held | 615 | $1K–$15K | +27.4% |
| LITP JT | Round trip | Feb 26, 2025 | Oct 3, 2025 | 219 | $1K–$15K | +44.0% |
| ECL JT | Round trip | Feb 26, 2025 | May 15, 2026 | 443 | $1K–$15K | -31.4% |
| AXP JT | Still held | Feb 26, 2025 | held | 615 | $1K–$15K | -15.7% |
| AMZN JT | Still held | Feb 26, 2025 | held | 615 | $1K–$15K | -11.9% |
| URNM JT | Round trip | Feb 25, 2025 | Aug 1, 2025 | 157 | $1K–$15K | +22.3% |
| IVW JT | Sell (no earlier buy) | — | Feb 14, 2025 | 90 (rule) | $1K–$15K | -0.0% |
| MSFT JT | Still held | Feb 14, 2025 | held | 627 | $1K–$15K | +0.8% |
| GOOGL JT | Still held | Feb 13, 2025 | held | 628 | $1K–$15K | +26.5% |
| BSX JT | Round trip | Feb 13, 2025 | Dec 17, 2025 | 307 | $1K–$15K | -21.1% |
| PFE JT | Sell (no earlier buy) | — | Feb 13, 2025 | 90 (rule) | $1K–$15K | +10.5% |
| DIS JT | Sell (no earlier buy) | — | Feb 13, 2025 | 90 (rule) | $1K–$15K | -6.7% |
| MSFT JT | Still held | Feb 5, 2025 | held | 636 | $1K–$15K | -1.8% |
| LRCX JT | Sell (no earlier buy) | — | Feb 5, 2025 | 90 (rule) | $1K–$15K | +3.2% |
| MA JT | Still held | Feb 5, 2025 | held | 636 | $1K–$15K | -8.3% |
| AXP JT | Still held | Feb 5, 2025 | held | 636 | $1K–$15K | -22.2% |
| JPM JT | Sell (no earlier buy) | — | Feb 5, 2025 | 90 (rule) | $1K–$15K | +0.3% |
| BAC JT | Sell (no earlier buy) | — | Feb 5, 2025 | 90 (rule) | $1K–$15K | +5.8% |
| AMZN JT | Still held | Feb 4, 2025 | held | 637 | $1K–$15K | -23.5% |
| QSR JT | Sell (no earlier buy) | — | Feb 4, 2025 | 90 (rule) | $1K–$15K | -14.1% |
| IVW JT | Sell (no earlier buy) | — | Jan 28, 2025 | 90 (rule) | $1K–$15K | +1.1% |
| TBLL JT | Round trip | Jan 28, 2025 | Apr 2, 2026 | 429 | $1K–$15K | -8.4% |
| NRG JT | Still held | Jan 28, 2025 | held | 644 | $1K–$15K | -30.6% |
| HPQ JT | Sell (no earlier buy) | — | Jan 28, 2025 | 90 (rule) | $1K–$15K | +13.6% |
| TBLL JT | Round trip | Jan 16, 2025 | Dec 11, 2025 | 329 | $1K–$15K | -16.5% |
| CRM JT | Round trip | Jan 14, 2025 | Nov 13, 2025 | 303 | $1K–$15K | -41.1% |
| NVDA JT | Still held | Jan 14, 2025 | held | 658 | $1K–$15K | +24.2% |
| MA JT | Still held | Jan 14, 2025 | held | 658 | $1K–$15K | +0.1% |
| QQQ JT | Sell (no earlier buy) | — | Jan 14, 2025 | 90 (rule) | $1K–$15K | +2.0% |
| EBAY JT | Sell (no earlier buy) | — | Jan 14, 2025 | 90 (rule) | $1K–$15K | -10.0% |
| CSCO JT | Sell (no earlier buy) | — | Jan 14, 2025 | 90 (rule) | $1K–$15K | -4.2% |
| AAXJ JT | Round trip | Nov 20, 2024 | Nov 6, 2025 | 351 | $1K–$15K | +12.6% |
| VWO JT | Sell (no earlier buy) | — | Nov 20, 2024 | 90 (rule) | $1K–$15K | +2.4% |
| SWKS JT | Sell (no earlier buy) | — | Nov 20, 2024 | 90 (rule) | $1K–$15K | +23.2% |
| BBEU JT | Sell (no earlier buy) | — | Nov 20, 2024 | 90 (rule) | $1K–$15K | -5.4% |
| SPY JT | Still held | Nov 13, 2024 | held | 720 | $1K–$15K | +0.0% |
| IWM JT | Sell (no earlier buy) | — | Oct 9, 2024 | 90 (rule) | $1K–$15K | -0.1% |
| FI JT | Sell (no earlier buy) | — | Sep 26, 2024 | 90 (rule) | $1K–$15K | not yet scorable |
| EFA JT | Sell (no earlier buy) | — | Sep 9, 2024 | 90 (rule) | $1K–$15K | +11.4% |
| MDY JT | Sell (no earlier buy) | — | Sep 9, 2024 | 90 (rule) | $1K–$15K | -1.5% |
| CMBS JT | Round trip | Sep 6, 2024 | May 13, 2026 | 614 | $1K–$15K | -37.5% |
| JMBS JT | Still held | Sep 6, 2024 | held | 788 | $1K–$15K | -46.3% |
| SCHP JT | Still held | Sep 6, 2024 | held | 788 | $1K–$15K | -42.7% |
| IEF JT | Round trip | Sep 6, 2024 | Jun 17, 2026 | 649 | $1K–$15K | -41.5% |
| TLH JT | Still held | Sep 6, 2024 | held | 788 | $1K–$15K | -52.1% |
| TLT JT | Still held | Sep 6, 2024 | held | 788 | $1K–$15K | -57.1% |
| GIGB JT | Still held | Sep 6, 2024 | held | 788 | $1K–$15K | -45.5% |
| IVV JT | Round trip | Sep 6, 2024 | Oct 6, 2024 | 30 | $1K–$15K | -0.1% |
| SHY JT | Round trip | Sep 6, 2024 | Feb 6, 2026 | 518 | buy $1K–$15K / sell $15K–$50K | -27.9% |
| IEI JT | Round trip | Sep 6, 2024 | May 13, 2026 | 614 | buy $1K–$15K / sell $50K–$100K | -39.1% |
| MBB JT | Round trip | Sep 6, 2024 | Feb 6, 2026 | 518 | $1K–$15K | -28.2% |
| AGZ JT | Round trip | Sep 6, 2024 | Feb 6, 2026 | 518 | $1K–$15K | -27.9% |
| TBLL JT | Round trip | Sep 6, 2024 | Aug 1, 2025 | 329 | $15K–$50K | -15.2% |
| FTGC JT | Round trip | Sep 6, 2024 | Feb 26, 2025 | 173 | buy $15K–$50K / sell $1K–$15K | +2.1% |
| FTGC JT | Round trip | Sep 6, 2024 | Nov 21, 2025 | 441 | buy $15K–$50K / sell $1K–$15K | -3.5% |
| FTGC JT | Round trip | Sep 6, 2024 | May 27, 2026 | 628 | buy $15K–$50K / sell $1K–$15K | -9.8% |
| FTGC JT | Round trip | Sep 6, 2024 | Jun 25, 2026 | 657 | buy $15K–$50K / sell $1K–$15K | -15.1% |
| FTGC JT | Still held | Sep 6, 2024 | held | 788 | $15K–$50K | -7.2% |
| PPLT JT | Round trip | Sep 6, 2024 | Aug 1, 2025 | 329 | $1K–$15K | +26.9% |
| PALL JT | Round trip | Sep 6, 2024 | Aug 1, 2025 | 329 | $1K–$15K | +16.2% |
| VNQI JT | Sell (no earlier buy) | — | Sep 6, 2024 | 90 (rule) | $1K–$15K | +15.6% |
| TPYP JT | Sell (no earlier buy) | — | Sep 6, 2024 | 90 (rule) | $15K–$50K | -4.3% |
| EMLP JT | Sell (no earlier buy) | — | Sep 6, 2024 | 90 (rule) | $1K–$15K | -2.8% |
| MSI JT | Round trip | Jul 26, 2024 | Dec 17, 2025 | 509 | $1K–$15K | -28.2% |
| GOOGL JT | Still held | Jul 26, 2024 | held | 830 | $1K–$15K | +28.9% |
| LRCX JT | Sell (no earlier buy) | — | Jul 26, 2024 | 90 (rule) | $1K–$15K | +20.8% |
| VEA JT | Round trip | Jul 18, 2024 | Sep 9, 2026 | 783 | $1K–$15K | +5.9% |
| VEA JT | Still held | Jul 18, 2024 | held | 838 | $1K–$15K | +1.4% |
| MDY JT | Sell (no earlier buy) | — | Jul 18, 2024 | 90 (rule) | $1K–$15K | +0.2% |
| IVV JT | Sell (no earlier buy) | — | Jul 4, 2024 | 90 (rule) | $1K–$15K | +0.1% |
| JMBS JT | Round trip | Jun 26, 2024 | May 13, 2026 | 686 | $1K–$15K | -35.3% |
| SCHP JT | Round trip | Jun 26, 2024 | May 13, 2026 | 686 | $1K–$15K | -33.2% |
| IEF JT | Sell (no earlier buy) | — | Jun 26, 2024 | 90 (rule) | $1K–$15K | -0.1% |
| TLH JT | Still held | Jun 26, 2024 | held | 860 | $1K–$15K | -45.4% |
| SHY JT | Sell (no earlier buy) | — | Jun 26, 2024 | 90 (rule) | $1K–$15K | +2.6% |
| MSFT JT | Still held | Jun 20, 2024 | held | 866 | $1K–$15K | -23.7% |
| CMCSA JT | Sell (no earlier buy) | — | Jun 20, 2024 | 90 (rule) | $1K–$15K | -2.6% |
| EFA JT | Sell (no earlier buy) | — | Jun 4, 2024 | 90 (rule) | $15K–$50K | +4.0% |
| VEA JT | Round trip | Jun 4, 2024 | Sep 9, 2024 | 97 | buy $15K–$50K / sell $1K–$15K | -3.0% |
| VEA JT | Round trip | Jun 4, 2024 | Aug 1, 2025 | 423 | buy $15K–$50K / sell $1K–$15K | -7.2% |
| VEA JT | Round trip | Jun 4, 2024 | Nov 21, 2025 | 535 | buy $15K–$50K / sell $1K–$15K | -6.8% |
| VEA JT | Round trip | Jun 4, 2024 | May 27, 2026 | 722 | buy $15K–$50K / sell $1K–$15K | -1.2% |
| VEA JT | Round trip | Jun 4, 2024 | Sep 9, 2026 | 827 | buy $15K–$50K / sell $1K–$15K | -0.7% |
| SPY JT | Round trip | Jun 4, 2024 | Jan 16, 2025 | 226 | $1K–$15K | +0.0% |
| GEM JT | Round trip | Jun 4, 2024 | Aug 1, 2025 | 423 | $1K–$15K | -0.8% |
| MDY JT | Sell (no earlier buy) | — | Jun 4, 2024 | 90 (rule) | $1K–$15K | +1.4% |
| EFA JT | Sell (no earlier buy) | — | May 31, 2024 | 90 (rule) | $1K–$15K | +3.8% |
| GIGB JT | Round trip | May 31, 2024 | Aug 1, 2025 | 427 | $1K–$15K | -15.8% |
| IVW JT | Sell (no earlier buy) | — | May 31, 2024 | 90 (rule) | $1K–$15K | -0.7% |
| CMBS JT | Sell (no earlier buy) | — | Apr 16, 2024 | 90 (rule) | $1K–$15K | +8.9% |
| JMBS JT | Round trip | Apr 16, 2024 | Feb 6, 2026 | 661 | $1K–$15K | -31.9% |
| EFA JT | Sell (no earlier buy) | — | Apr 11, 2024 | 90 (rule) | $15K–$50K | +5.8% |
| SCZ JT | Still held | Apr 11, 2024 | held | 936 | $15K–$50K | -12.2% |
| HES JT | Sell (no earlier buy) | — | Mar 28, 2024 | 90 (rule) | $1K–$15K | not yet scorable |
| AMAT JT | Round trip | Mar 28, 2024 | Dec 23, 2024 | 270 | $1K–$15K | -32.5% |
| SCHP JT | Sell (no earlier buy) | — | Feb 20, 2024 | 90 (rule) | $1K–$15K | +6.2% |
| IEF JT | Sell (no earlier buy) | — | Feb 20, 2024 | 90 (rule) | $1K–$15K | +7.7% |
| TLH JT | Round trip | Feb 20, 2024 | Sep 21, 2026 | 944 | $1K–$15K | -62.8% |
| TLT JT | Still held | Feb 20, 2024 | held | 987 | $1K–$15K | -63.4% |
| LRCX | Sell (no earlier buy) | — | Dec 20, 2023 | 90 (rule) | $1K–$15K | -13.2% |
| PFE | Still held | Dec 20, 2023 | held | 1049 | $1K–$15K | -49.6% |
| GBIL | Sell (no earlier buy) | — | Dec 12, 2023 | 90 (rule) | $1K–$15K | +10.2% |
| PPLT | Still held | Dec 12, 2023 | held | 1057 | $1K–$15K | -9.8% |
| PALL | Still held | Dec 12, 2023 | held | 1057 | $1K–$15K | -65.6% |
| Ticker | Action | Traded | Reported amount | Disclosed · lag | 90-day vs SPY | Source |
|---|---|---|---|---|---|---|
| APTV | SELL (partial) | Sep 25, 2026 | $1K–$15K | Oct 21, 2026 26 days | — | eFD report |
| CSCO | BUY | Sep 24, 2026 | $1K–$15K | Oct 21, 2026 27 days | — | eFD report |
| O | BUY | Sep 24, 2026 | $1K–$15K | Oct 21, 2026 27 days | — | eFD report |
| MU | SELL (partial) | Sep 24, 2026 | $1K–$15K | Oct 21, 2026 27 days | — | eFD report |
| XTWO | BUY | Sep 21, 2026 | $1K–$15K | Oct 21, 2026 30 days | — | eFD report |
| TLH | SELL (partial) | Sep 21, 2026 | $1K–$15K | Oct 21, 2026 30 days | — | eFD report |
| GIGB | BUY | Sep 9, 2026 | $1K–$15K | Oct 21, 2026 42 days | — | eFD report |
| JMBS | BUY | Sep 9, 2026 | $1K–$15K | Oct 21, 2026 42 days | — | eFD report |
| XFIV | BUY | Sep 9, 2026 | $1K–$15K | Oct 21, 2026 42 days | — | eFD report |
| MBB | BUY | Sep 9, 2026 | $1K–$15K | Oct 21, 2026 42 days | — | eFD report |
| IEF | BUY | Sep 9, 2026 | $1K–$15K | Oct 21, 2026 42 days | — | eFD report |
| TLH | BUY | Sep 9, 2026 | $1K–$15K | Oct 21, 2026 42 days | — | eFD report |
| CMBS | BUY | Sep 9, 2026 | $1K–$15K | Oct 21, 2026 42 days | — | eFD report |
| VEA | SELL (partial) | Sep 9, 2026 | $1K–$15K | Oct 21, 2026 42 days | — | eFD report |
| SPYM | SELL (partial) | Sep 9, 2026 | $1K–$15K | Oct 21, 2026 42 days | — | eFD report |
| EFA | SELL (partial) | Sep 9, 2026 | $1K–$15K | Oct 21, 2026 42 days | — | eFD report |
| MU | SELL (partial) | Sep 9, 2026 | $1K–$15K | Oct 21, 2026 42 days | — | eFD report |
| OTIS | BUY | Aug 27, 2026 | $1K–$15K | Sep 11, 2026 15 days | — | eFD report |
| IVV | SELL (partial) | Aug 27, 2026 | $1K–$15K | Sep 11, 2026 15 days | — | eFD report |
| SPYM | BUY | Aug 20, 2026 | $1K–$15K | Sep 11, 2026 22 days | — | eFD report |
| JNJ | SELL (partial) | Aug 20, 2026 | $1K–$15K | Sep 11, 2026 22 days | — | eFD report |
| IJR | BUY | Aug 19, 2026 | $1K–$15K | Sep 11, 2026 23 days | — | eFD report |
| AVUV | BUY | Aug 19, 2026 | $1K–$15K | Sep 11, 2026 23 days | — | eFD report |
| FSLR | BUY | Aug 13, 2026 | $1K–$15K | Sep 11, 2026 29 days | — | eFD report |
| CEG | SELL (partial) | Aug 13, 2026 | $1K–$15K | Sep 11, 2026 29 days | — | eFD report |
| PYPL | BUY | Jul 30, 2026 | $1K–$15K | Aug 17, 2026 18 days | -6.0% | eFD report (amended) |
| SPYM | BUY | Jul 23, 2026 | $1K–$15K | Aug 17, 2026 25 days | -0.0% | eFD report (amended) |
| APTV | BUY | Jul 9, 2026 | $1K–$15K | Aug 17, 2026 39 days | -29.5% | eFD report (amended) |
| EL | BUY | Jul 2, 2026 | $1K–$15K | Aug 17, 2026 46 days ⚠ over 45 | +8.4% | eFD report (amended) |
| CVX | BUY | Jul 2, 2026 | $1K–$15K | Aug 17, 2026 46 days ⚠ over 45 | +18.3% | eFD report (amended) |
| SPYM | BUY | Jul 2, 2026 | $1K–$15K | Aug 17, 2026 46 days ⚠ over 45 | -0.0% | eFD report (amended) |
| IGV | BUY | Jun 25, 2026 | $1K–$15K | Jul 13, 2026 18 days | +23.0% | eFD report |
| PALL | BUY | Jun 25, 2026 | $1K–$15K | Jul 13, 2026 18 days | +2.1% | eFD report |
| TPYP | SELL (partial) | Jun 25, 2026 | $1K–$15K | Jul 13, 2026 18 days | +7.0% | eFD report |
| FTGC | SELL (partial) | Jun 25, 2026 | $1K–$15K | Jul 13, 2026 18 days | -11.4% | eFD report |
| SCHP | BUY | Jun 17, 2026 | $1K–$15K | Jul 13, 2026 26 days | -5.4% | eFD report |
| IEF | SELL (partial) | Jun 17, 2026 | $1K–$15K | Jul 13, 2026 26 days | +5.6% | eFD report |
| CEG | BUY | Jun 12, 2026 | $1K–$15K | Jul 13, 2026 31 days | +10.5% | eFD report |
| ATO | SELL | Jun 12, 2026 | $1K–$15K | Jul 13, 2026 31 days | +5.2% | eFD report |
| UNH | BUY | Jun 4, 2026 | $1K–$15K | Jul 13, 2026 39 days | -0.3% | eFD report |
| BSX | SELL (partial) | Jun 4, 2026 | $1K–$15K | Jul 13, 2026 39 days | +2.0% | eFD report |
| VEA | SELL (partial) | May 27, 2026 | $1K–$15K | Jun 16, 2026 20 days | -1.3% | eFD report (amended) |
| VNQI | SELL (partial) | May 27, 2026 | $1K–$15K | Jun 16, 2026 20 days | +2.1% | eFD report (amended) |
| LITP | SELL (partial) | May 27, 2026 | $1K–$15K | Jun 16, 2026 20 days | +25.6% | eFD report (amended) |
| IVV | SELL (partial) | May 27, 2026 | $1K–$15K | Jun 16, 2026 20 days | +0.0% | eFD report (amended) |
| SPYM | SELL (partial) | May 27, 2026 | $1K–$15K | Jun 16, 2026 20 days | +0.0% | eFD report (amended) |
| IWM | SELL (partial) | May 27, 2026 | $1K–$15K | Jun 16, 2026 20 days | -1.0% | eFD report (amended) |
| EFA | SELL (partial) | May 27, 2026 | $1K–$15K | Jun 16, 2026 20 days | -1.8% | eFD report (amended) |
| GEM | SELL (partial) | May 27, 2026 | $1K–$15K | Jun 16, 2026 20 days | +3.0% | eFD report (amended) |
| FTGC | SELL (partial) | May 27, 2026 | $1K–$15K | Jun 16, 2026 20 days | -2.6% | eFD report (amended) |
| EIPI | SELL (partial) | May 27, 2026 | $1K–$15K | Jun 16, 2026 20 days | +1.0% | eFD report (amended) |
| ECL | SELL (partial) | May 15, 2026 | $1K–$15K | Jun 16, 2026 32 days | -6.3% | eFD report (amended) |
| ACN | SELL (partial) | May 15, 2026 | $1K–$15K | Jun 16, 2026 32 days | -0.5% | eFD report (amended) |
| SCHP | SELL (partial) | May 13, 2026 | $1K–$15K | Jun 16, 2026 34 days | +7.1% | eFD report (amended) |
| JMBS | SELL (partial) | May 13, 2026 | $1K–$15K | Jun 16, 2026 34 days | +5.6% | eFD report (amended) |
| CMBS | SELL (partial) | May 13, 2026 | $1K–$15K | Jun 16, 2026 34 days | +4.5% | eFD report (amended) |
| IEI | SELL | May 13, 2026 | $50K–$100K | Jun 16, 2026 34 days | +4.9% | eFD report (amended) |
| MBB | SELL (partial) | May 13, 2026 | $1K–$15K | Jun 16, 2026 34 days | +5.2% | eFD report (amended) |
| DVN | BUY | Apr 9, 2026 | $1K–$15K | May 8, 2026 29 days | -19.2% | eFD report |
| CEG | BUY | Apr 2, 2026 | $1K–$15K | May 8, 2026 36 days | -27.0% | eFD report |
| TBLL | SELL (partial) | Apr 2, 2026 | $1K–$15K | May 8, 2026 36 days | +13.8% | eFD report |
| SPYM | BUY | Mar 20, 2026 | $1K–$15K | Apr 14, 2026 25 days | +0.0% | eFD report |
| TPYP | SELL (partial) | Mar 20, 2026 | $1K–$15K | Apr 14, 2026 25 days | +17.0% | eFD report |
| VEA | BUY | Mar 19, 2026 | $1K–$15K | Apr 14, 2026 26 days | -0.1% | eFD report |
| NVDA | BUY | Mar 19, 2026 | $1K–$15K | Apr 14, 2026 26 days | +2.3% | eFD report |
| FTGC | BUY | Mar 19, 2026 | $1K–$15K | Apr 14, 2026 26 days | -15.7% | eFD report |
| JNJ | SELL (partial) | Mar 19, 2026 | $1K–$15K | Apr 14, 2026 26 days | +13.7% | eFD report |
| BBEU | SELL | Mar 19, 2026 | $15K–$50K | Apr 14, 2026 26 days | +3.6% | eFD report |
| ARES | BUY | Mar 13, 2026 | $1K–$15K | Apr 14, 2026 32 days | +19.1% | eFD report |
| MSFT | BUY | Mar 5, 2026 | $1K–$15K | Apr 14, 2026 40 days | -6.6% | eFD report |
| NTAP | BUY | Feb 27, 2026 | $1K–$15K | Mar 6, 2026 7 days | +33.8% | eFD report |
| AMAT | SELL (partial) | Feb 27, 2026 | $1K–$15K | Mar 6, 2026 7 days | -10.8% | eFD report |
| KR | BUY | Feb 26, 2026 | $1K–$15K | Mar 6, 2026 8 days | -12.6% | eFD report |
| PG | SELL (partial) | Feb 26, 2026 | $1K–$15K | Mar 6, 2026 8 days | +18.8% | eFD report |
| UNP | SELL (partial) | Feb 19, 2026 | $1K–$15K | Mar 6, 2026 15 days | +7.2% | eFD report |
| MSFT | BUY | Feb 13, 2026 | $1K–$15K | Mar 6, 2026 21 days | -7.7% | eFD report |
| ADBE | SELL | Feb 13, 2026 | $1K–$15K | Mar 6, 2026 21 days | +20.0% | eFD report |
| UBER | BUY | Feb 6, 2026 | $1K–$15K | Mar 6, 2026 28 days | -3.3% | eFD report |
| IEF | BUY | Feb 6, 2026 | $1K–$15K | Mar 6, 2026 28 days | -7.3% | eFD report |
| TLH | BUY | Feb 6, 2026 | $1K–$15K | Mar 6, 2026 28 days | -7.9% | eFD report |
| EMB | BUY | Feb 6, 2026 | $1K–$15K | Mar 6, 2026 28 days | -6.7% | eFD report |
| CMBS | BUY | Feb 6, 2026 | $1K–$15K | Mar 6, 2026 28 days | -6.7% | eFD report |
| GIGB | BUY | Feb 6, 2026 | $1K–$15K | Mar 6, 2026 28 days | -7.3% | eFD report |
| XTWO | BUY | Feb 6, 2026 | $15K–$50K | Mar 6, 2026 28 days | -6.7% | eFD report |
| JMBS | SELL (partial) | Feb 6, 2026 | $1K–$15K | Mar 6, 2026 28 days | +7.2% | eFD report |
| SHY | SELL | Feb 6, 2026 | $15K–$50K | Mar 6, 2026 28 days | +6.7% | eFD report |
| MBB | SELL (partial) | Feb 6, 2026 | $1K–$15K | Mar 6, 2026 28 days | +6.9% | eFD report |
| AGZ | SELL (partial) | Feb 6, 2026 | $1K–$15K | Mar 6, 2026 28 days | +6.7% | eFD report |
| PYPL | BUY | Jan 29, 2026 | $1K–$15K | Feb 15, 2026 17 days | -6.6% | eFD report |
| ETN | BUY | Jan 29, 2026 | $1K–$15K | Feb 15, 2026 17 days | +13.4% | eFD report |
| CVS | BUY | Jan 29, 2026 | $1K–$15K | Feb 15, 2026 17 days | +10.2% | eFD report |
| CAT | BUY | Jan 29, 2026 | $1K–$15K | Feb 15, 2026 17 days | +19.2% | eFD report |
| UNP | SELL (partial) | Jan 29, 2026 | $1K–$15K | Feb 15, 2026 17 days | -10.8% | eFD report |
| OMC | SELL | Jan 29, 2026 | $1K–$15K | Feb 15, 2026 17 days | +2.0% | eFD report |
| IVW | SELL | Jan 29, 2026 | $1K–$15K | Feb 15, 2026 17 days | -0.6% | eFD report |
| FISV | SELL | Jan 29, 2026 | $1K–$15K | Feb 15, 2026 17 days | +4.8% | eFD report |
| DXCM | BUY | Jan 26, 2026 | $1K–$15K | Feb 15, 2026 20 days | -19.5% | eFD report |
| MU | SELL (partial) | Jan 26, 2026 | $1K–$15K | Feb 15, 2026 20 days | -31.6% | eFD report |
| VNQI | BUY | Jan 23, 2026 | $1K–$15K | Feb 15, 2026 23 days | -3.2% | eFD report |
| TPYP | BUY | Jan 23, 2026 | $1K–$15K | Feb 15, 2026 23 days | +9.5% | eFD report |
| LITP | BUY | Jan 23, 2026 | $1K–$15K | Feb 15, 2026 23 days | -5.5% | eFD report |
| JMBS | BUY | Jan 23, 2026 | $1K–$15K | Feb 15, 2026 23 days | -3.5% | eFD report |
| IVV | BUY | Jan 23, 2026 | $1K–$15K | Feb 15, 2026 23 days | +0.0% | eFD report |
| CMBS | BUY | Jan 23, 2026 | $1K–$15K | Feb 15, 2026 23 days | -3.4% | eFD report |
| MBB | BUY | Jan 23, 2026 | $1K–$15K | Feb 15, 2026 23 days | -3.3% | eFD report |
| TBLL | BUY | Jan 23, 2026 | $1K–$15K | Feb 15, 2026 23 days | -2.8% | eFD report |
| GIGB | BUY | Jan 23, 2026 | $1K–$15K | Feb 15, 2026 23 days | -3.7% | eFD report |
| GEM | BUY | Jan 23, 2026 | $1K–$15K | Feb 15, 2026 23 days | +2.7% | eFD report |
| FTGC | BUY | Jan 23, 2026 | $1K–$15K | Feb 15, 2026 23 days | +13.4% | eFD report |
| EIPI | BUY | Jan 23, 2026 | $1K–$15K | Feb 15, 2026 23 days | +5.5% | eFD report |
| MDY | SELL (partial) | Jan 23, 2026 | $1K–$15K | Feb 15, 2026 23 days | -1.4% | eFD report |
| IWM | SELL (partial) | Jan 23, 2026 | $1K–$15K | Feb 15, 2026 23 days | -1.3% | eFD report |
| SLV | SELL | Jan 23, 2026 | $1K–$15K | Feb 15, 2026 23 days | +29.2% | eFD report |
| PPLT | SELL | Jan 23, 2026 | $1K–$15K | Feb 15, 2026 23 days | +30.5% | eFD report |
| PALL | SELL | Jan 23, 2026 | $1K–$15K | Feb 15, 2026 23 days | +30.9% | eFD report |
| V | BUY | Jan 15, 2026 | $1K–$15K | Feb 15, 2026 31 days | -4.7% | eFD report |
| AAPL | BUY | Jan 15, 2026 | $1K–$15K | Feb 15, 2026 31 days | +2.1% | eFD report |
| OMC | SELL (partial) | Jan 15, 2026 | $1K–$15K | Feb 15, 2026 31 days | +5.3% | eFD report |
| NFLX | BUY | Jan 8, 2026 | $1K–$15K | Feb 15, 2026 38 days | +11.7% | eFD report |
| XOM | BUY | Jan 8, 2026 | $1K–$15K | Feb 15, 2026 38 days | +29.1% | eFD report |
| DIS | BUY | Jan 8, 2026 | $1K–$15K | Feb 15, 2026 38 days | -11.2% | eFD report |
| MU | SELL (partial) | Jan 8, 2026 | $1K–$15K | Feb 15, 2026 38 days | -26.3% | eFD report |
| LRCX | SELL (partial) | Jan 8, 2026 | $1K–$15K | Feb 15, 2026 38 days | -24.6% | eFD report |
| IVW | BUY | Dec 31, 2025 | $1K–$15K | Jan 13, 2026 13 days | -3.6% | eFD report |
| SMCI | SELL | Dec 31, 2025 | $1K–$15K | Jan 13, 2026 13 days | +17.6% | eFD report |
| IJR | BUY | Dec 26, 2025 | $1K–$15K | Jan 13, 2026 18 days | +7.0% | eFD report |
| KRE | SELL | Dec 26, 2025 | $1K–$15K | Jan 13, 2026 18 days | -3.5% | eFD report |
| SPYM | BUY | Dec 24, 2025 | $15K–$50K | Jan 13, 2026 20 days | -0.2% | eFD report |
| SLV | SELL (partial) | Dec 24, 2025 | $1K–$15K | Jan 13, 2026 20 days | -1.9% | eFD report |
| PPLT | SELL (partial) | Dec 24, 2025 | $1K–$15K | Jan 13, 2026 20 days | +10.7% | eFD report |
| PALL | SELL (partial) | Dec 24, 2025 | $1K–$15K | Jan 13, 2026 20 days | +12.7% | eFD report |
| WFC | BUY | Dec 17, 2025 | $1K–$15K | Jan 13, 2026 27 days | -17.6% | eFD report |
| MSFT | BUY | Dec 17, 2025 | $1K–$15K | Jan 13, 2026 27 days | -16.0% | eFD report |
| AAPL | BUY | Dec 17, 2025 | $1K–$15K | Jan 13, 2026 27 days | -6.4% | eFD report |
| MSI | SELL (partial) | Dec 17, 2025 | $1K–$15K | Jan 13, 2026 27 days | -25.4% | eFD report |
| BSX | SELL (partial) | Dec 17, 2025 | $1K–$15K | Jan 13, 2026 27 days | +24.5% | eFD report |
| SMCI | BUY | Dec 11, 2025 | $1K–$15K | Jan 13, 2026 33 days | -4.7% | eFD report |
| ANET | BUY | Dec 11, 2025 | $1K–$15K | Jan 13, 2026 33 days | +4.7% | eFD report |
| TBLL | SELL (partial) | Dec 11, 2025 | $1K–$15K | Jan 13, 2026 33 days | -1.8% | eFD report |
| VEA | SELL (partial) | Nov 21, 2025 | $1K–$15K | Aug 24, 2026 276 days ⚠ over 45 | -11.2% | eFD report (amended) |
| VNQI | SELL (partial) | Nov 21, 2025 | $1K–$15K | Aug 24, 2026 276 days ⚠ over 45 | -2.9% | eFD report (amended) |
| TPYP | SELL (partial) | Nov 21, 2025 | $1K–$15K | Aug 24, 2026 276 days ⚠ over 45 | -10.6% | eFD report (amended) |
| LLY | SELL (partial) | Nov 21, 2025 | $1K–$15K | Aug 24, 2026 276 days ⚠ over 45 | +7.3% | eFD report (amended) |
| IVV | SELL (partial) | Nov 21, 2025 | $1K–$15K | Aug 24, 2026 276 days ⚠ over 45 | +0.0% | eFD report (amended) |
| IWM | SELL (partial) | Nov 21, 2025 | $1K–$15K | Aug 24, 2026 276 days ⚠ over 45 | -8.4% | eFD report (amended) |
| FISV | SELL (partial) | Nov 21, 2025 | $1K–$15K | Aug 24, 2026 276 days ⚠ over 45 | +2.7% | eFD report (amended) |
| FTGC | SELL (partial) | Nov 21, 2025 | $1K–$15K | Aug 24, 2026 276 days ⚠ over 45 | +9.8% | eFD report (amended) |
| EIPI | SELL (partial) | Nov 21, 2025 | $1K–$15K | Aug 24, 2026 276 days ⚠ over 45 | -6.5% | eFD report (amended) |
| EFA | SELL (partial) | Nov 20, 2025 | $1K–$15K | Aug 24, 2026 277 days ⚠ over 45 | -9.2% | eFD report (amended) |
| GEM | SELL (partial) | Nov 20, 2025 | $1K–$15K | Aug 24, 2026 277 days ⚠ over 45 | -9.4% | eFD report (amended) |
| CRM | SELL | Nov 13, 2025 | $1K–$15K | Aug 24, 2026 284 days ⚠ over 45 | +26.0% | eFD report (amended) |
| AAXJ | SELL | Nov 6, 2025 | $1K–$15K | Aug 24, 2026 291 days ⚠ over 45 | -3.8% | eFD report (amended) |
| TPYP | SELL (partial) | Nov 3, 2025 | $1K–$15K | Nov 15, 2025 12 days | -6.9% | eFD report |
| META | BUY | Oct 31, 2025 | $1K–$15K | Nov 15, 2025 15 days | +12.1% | eFD report |
| OMC | SELL (partial) | Oct 31, 2025 | $1K–$15K | Nov 15, 2025 15 days | +0.8% | eFD report |
| COST | BUY | Oct 9, 2025 | $1K–$15K | Nov 15, 2025 37 days | -9.1% | eFD report |
| COLPAL | SELL | Oct 9, 2025 | $1K–$15K | Nov 15, 2025 37 days | — | eFD report |
| FTGC | BUY | Oct 3, 2025 | $1K–$15K | Nov 15, 2025 43 days | -12.4% | eFD report |
| EIPI | BUY | Oct 3, 2025 | $15K–$50K | Nov 15, 2025 43 days | -0.8% | eFD report |
| URNM | SELL | Oct 3, 2025 | $1K–$15K | Nov 15, 2025 43 days | +0.8% | eFD report |
| LITP | SELL (partial) | Oct 3, 2025 | $1K–$15K | Nov 15, 2025 43 days | -25.4% | eFD report |
| SLV | SELL (partial) | Oct 3, 2025 | $1K–$15K | Nov 15, 2025 43 days | -49.0% | eFD report |
| EMLP | SELL | Oct 3, 2025 | $15K–$50K | Nov 15, 2025 43 days | +2.2% | eFD report |
| IQV | SELL (partial) | Oct 2, 2025 | $1K–$15K | Nov 15, 2025 44 days | -8.4% | eFD report |
| GOOGL | BUY | Sep 17, 2025 | $1K–$15K | May 11, 2026 236 days ⚠ over 45 | +19.9% | eFD report (amended) |
| SCHP | BUY | Sep 16, 2025 | $1K–$15K | May 11, 2026 237 days ⚠ over 45 | -4.9% | eFD report (amended) |
| IEF | BUY | Sep 16, 2025 | $15K–$50K | May 11, 2026 237 days ⚠ over 45 | -4.1% | eFD report (amended) |
| SHY | BUY | Sep 16, 2025 | $1K–$15K | May 11, 2026 237 days ⚠ over 45 | -3.2% | eFD report (amended) |
| IEI | BUY | Sep 16, 2025 | $15K–$50K | May 11, 2026 237 days ⚠ over 45 | -3.6% | eFD report (amended) |
| ETN | BUY | Sep 12, 2025 | $1K–$15K | May 11, 2026 241 days ⚠ over 45 | -9.1% | eFD report (amended) |
| ADBE | BUY | Sep 4, 2025 | $1K–$15K | May 11, 2026 249 days ⚠ over 45 | -10.4% | eFD report (amended) |
| NVDA | BUY | Aug 22, 2025 | $1K–$15K | Sep 12, 2025 21 days | +0.4% | eFD report |
| LLY | BUY | Aug 22, 2025 | $1K–$15K | Sep 12, 2025 21 days | +45.5% | eFD report |
| MU | SELL (partial) | Aug 22, 2025 | $1K–$15K | Sep 12, 2025 21 days | -70.0% | eFD report |
| ABBV | SELL (partial) | Aug 22, 2025 | $1K–$15K | Sep 12, 2025 21 days | -7.8% | eFD report |
| LLY | BUY | Aug 11, 2025 | $1K–$15K | Sep 12, 2025 32 days | +45.0% | eFD report |
| ABBV | SELL (partial) | Aug 11, 2025 | $1K–$15K | Sep 12, 2025 32 days | -2.9% | eFD report |
| AMD | BUY | Aug 7, 2025 | $1K–$15K | Sep 12, 2025 36 days | +41.5% | eFD report |
| VNQI | BUY | Aug 1, 2025 | $1K–$15K | Sep 12, 2025 42 days | -5.1% | eFD report |
| SCHP | BUY | Aug 1, 2025 | $1K–$15K | Sep 12, 2025 42 days | -8.4% | eFD report |
| JMBS | BUY | Aug 1, 2025 | $1K–$15K | Sep 12, 2025 42 days | -7.3% | eFD report |
| IWM | BUY | Aug 1, 2025 | $1K–$15K | Sep 12, 2025 42 days | +4.6% | eFD report |
| IEF | BUY | Aug 1, 2025 | $1K–$15K | Sep 12, 2025 42 days | -8.2% | eFD report |
| SHY | BUY | Aug 1, 2025 | $1K–$15K | Sep 12, 2025 42 days | -9.0% | eFD report |
| TLH | BUY | Aug 1, 2025 | $1K–$15K | Sep 12, 2025 42 days | -6.9% | eFD report |
| CMBS | BUY | Aug 1, 2025 | $1K–$15K | Sep 12, 2025 42 days | -8.1% | eFD report |
| IEI | BUY | Aug 1, 2025 | $1K–$15K | Sep 12, 2025 42 days | -8.8% | eFD report |
| TLT | BUY | Aug 1, 2025 | $1K–$15K | Sep 12, 2025 42 days | -6.2% | eFD report |
| MBB | BUY | Aug 1, 2025 | $1K–$15K | Sep 12, 2025 42 days | -7.4% | eFD report |
| AGZ | BUY | Aug 1, 2025 | $1K–$15K | Sep 12, 2025 42 days | -8.5% | eFD report |
| GEM | BUY | Aug 1, 2025 | $1K–$15K | Sep 12, 2025 42 days | +4.4% | eFD report |
| VEA | SELL (partial) | Aug 1, 2025 | $1K–$15K | Sep 12, 2025 42 days | +0.4% | eFD report |
| URNM | SELL (partial) | Aug 1, 2025 | $1K–$15K | Sep 12, 2025 42 days | -37.4% | eFD report |
| IVV | SELL (partial) | Aug 1, 2025 | $1K–$15K | Sep 12, 2025 42 days | -0.0% | eFD report |
| EFA | SELL (partial) | Aug 1, 2025 | $1K–$15K | Sep 12, 2025 42 days | +0.9% | eFD report |
| SLV | SELL (partial) | Aug 1, 2025 | $1K–$15K | Sep 12, 2025 42 days | -22.7% | eFD report |
| TBLL | SELL (partial) | Aug 1, 2025 | $15K–$50K | Sep 12, 2025 42 days | +9.3% | eFD report |
| GIGB | SELL (partial) | Aug 1, 2025 | $1K–$15K | Sep 12, 2025 42 days | +7.8% | eFD report |
| GEM | SELL (partial) | Aug 1, 2025 | $1K–$15K | Sep 12, 2025 42 days | -4.4% | eFD report |
| EMLP | SELL (partial) | Aug 1, 2025 | $1K–$15K | Sep 12, 2025 42 days | +10.2% | eFD report |
| PPLT | SELL (partial) | Aug 1, 2025 | $1K–$15K | Sep 12, 2025 42 days | -13.0% | eFD report |
| PALL | SELL (partial) | Aug 1, 2025 | $1K–$15K | Sep 12, 2025 42 days | -10.9% | eFD report |
| WMT | BUY | Jul 31, 2025 | $1K–$15K | Aug 6, 2025 6 days | -4.2% | eFD report |
| GE | BUY | Jul 31, 2025 | $1K–$15K | Aug 6, 2025 6 days | +7.2% | eFD report |
| MDLZ | SELL (partial) | Jul 31, 2025 | $1K–$15K | Aug 6, 2025 6 days | +19.3% | eFD report |
| GD | SELL (partial) | Jul 31, 2025 | $1K–$15K | Aug 6, 2025 6 days | -1.5% | eFD report |
| BRK.B | BUY | Jul 24, 2025 | $1K–$15K | Aug 6, 2025 13 days | -2.9% | eFD report |
| JPM | SELL (partial) | Jul 24, 2025 | $1K–$15K | Aug 6, 2025 13 days | +6.1% | eFD report |
| GIGB | BUY | Jul 8, 2025 | $1K–$15K | Aug 6, 2025 29 days | -5.9% | eFD report |
| HYG | SELL | Jul 8, 2025 | $1K–$15K | Aug 6, 2025 29 days | +7.2% | eFD report |
| MU | SELL (partial) | Jul 1, 2025 | $1K–$15K | Aug 6, 2025 36 days | -28.1% | eFD report |
| TBLL | BUY | Jun 11, 2025 | $1K–$15K | Jul 9, 2025 28 days | -8.1% | eFD report |
| AVGO | BUY | Jun 11, 2025 | $1K–$15K | Jul 9, 2025 28 days | +25.0% | eFD report |
| UNH | SELL | Jun 11, 2025 | $1K–$15K | Jul 9, 2025 28 days | -3.9% | eFD report |
| MU | SELL (partial) | Jun 11, 2025 | $1K–$15K | Jul 9, 2025 28 days | -8.4% | eFD report |
| META | BUY | May 30, 2025 | $1K–$15K | Jul 9, 2025 40 days | +5.9% | eFD report (amended) |
| HD | BUY | May 20, 2025 | $1K–$15K | Jul 9, 2025 50 days ⚠ over 45 | -3.8% | eFD report (amended) |
| ATO | BUY | May 20, 2025 | $1K–$15K | Jul 9, 2025 50 days ⚠ over 45 | -5.4% | eFD report (amended) |
| GOOGL | BUY | May 20, 2025 | $1K–$15K | Jul 9, 2025 50 days ⚠ over 45 | +15.6% | eFD report (amended) |
| META | BUY | May 16, 2025 | $1K–$15K | Jul 9, 2025 54 days ⚠ over 45 | +13.6% | eFD report (amended) |
| HD | BUY | May 16, 2025 | $1K–$15K | Jul 9, 2025 54 days ⚠ over 45 | -3.4% | eFD report (amended) |
| AMZN | BUY | May 16, 2025 | $1K–$15K | Jul 9, 2025 54 days ⚠ over 45 | +3.8% | eFD report (amended) |
| NVDA | BUY | May 13, 2025 | $1K–$15K | Jul 9, 2025 57 days ⚠ over 45 | +31.8% | eFD report (amended) |
| AVGO | BUY | May 13, 2025 | $1K–$15K | Jul 9, 2025 57 days ⚠ over 45 | +22.4% | eFD report (amended) |
| MSFT | BUY | Apr 22, 2025 | $1K–$15K | Aug 20, 2026 485 days ⚠ over 45 | +19.8% | eFD report (amended) |
| UNH | BUY | Apr 16, 2025 | $1K–$15K | Aug 20, 2026 491 days ⚠ over 45 | -68.5% | eFD report (amended) |
| ORCL | BUY | Apr 16, 2025 | $1K–$15K | Aug 20, 2026 491 days ⚠ over 45 | +62.7% | eFD report (amended) |
| MSFT | BUY | Apr 16, 2025 | $1K–$15K | Aug 20, 2026 491 days ⚠ over 45 | +17.8% | eFD report (amended) |
| META | BUY | Apr 15, 2025 | $1K–$15K | Aug 20, 2026 492 days ⚠ over 45 | +22.0% | eFD report (amended) |
| HYG | BUY | Apr 9, 2025 | $1K–$15K | Aug 20, 2026 498 days ⚠ over 45 | -10.2% | eFD report (amended) |
| COLPAL | BUY | Apr 8, 2025 | $1K–$15K | Aug 20, 2026 499 days ⚠ over 45 | — | eFD report (amended) |
| CBOE | BUY | Apr 8, 2025 | $1K–$15K | Aug 20, 2026 499 days ⚠ over 45 | -12.0% | eFD report (amended) |
| AVGO | BUY | Apr 8, 2025 | $1K–$15K | Aug 20, 2026 499 days ⚠ over 45 | +50.7% | eFD report (amended) |
| IVW | SELL (partial) | Mar 19, 2025 | $1K–$15K | May 11, 2026 418 days ⚠ over 45 | -5.8% | eFD report (amended) |
| DTE | SELL (partial) | Mar 19, 2025 | $1K–$15K | May 11, 2026 418 days ⚠ over 45 | +8.4% | eFD report (amended) |
| LITP | BUY | Feb 26, 2025 | $1K–$15K | Mar 6, 2025 8 days | -12.4% | eFD report |
| NVDA | BUY | Feb 26, 2025 | $1K–$15K | Mar 6, 2025 8 days | +3.8% | eFD report |
| MSI | BUY | Feb 26, 2025 | $1K–$15K | Mar 6, 2025 8 days | -0.8% | eFD report |
| TBLL | BUY | Feb 26, 2025 | $1K–$15K | Mar 6, 2025 8 days | +0.6% | eFD report |
| ECL | BUY | Feb 26, 2025 | $1K–$15K | Mar 6, 2025 8 days | +0.2% | eFD report |
| AXP | BUY | Feb 26, 2025 | $1K–$15K | Mar 6, 2025 8 days | -0.2% | eFD report |
| AMZN | BUY | Feb 26, 2025 | $1K–$15K | Mar 6, 2025 8 days | -3.3% | eFD report |
| IVW | SELL (partial) | Feb 26, 2025 | $1K–$15K | Mar 6, 2025 8 days | -2.3% | eFD report |
| FTGC | SELL (partial) | Feb 26, 2025 | $1K–$15K | Mar 6, 2025 8 days | +2.3% | eFD report |
| EMLP | SELL (partial) | Feb 26, 2025 | $1K–$15K | Mar 6, 2025 8 days | -0.7% | eFD report |
| URNM | BUY | Feb 25, 2025 | $1K–$15K | Mar 6, 2025 9 days | +18.0% | eFD report |
| MSFT | BUY | Feb 14, 2025 | $1K–$15K | Mar 6, 2025 20 days | +14.1% | eFD report |
| IVW | SELL (partial) | Feb 14, 2025 | $1K–$15K | Mar 6, 2025 20 days | -0.0% | eFD report |
| BSX | BUY | Feb 13, 2025 | $1K–$15K | Mar 6, 2025 21 days | +0.6% | eFD report |
| GOOGL | BUY | Feb 13, 2025 | $1K–$15K | Mar 6, 2025 21 days | -7.5% | eFD report |
| PFE | SELL | Feb 13, 2025 | $1K–$15K | Mar 6, 2025 21 days | +10.5% | eFD report |
| DIS | SELL | Feb 13, 2025 | $1K–$15K | Mar 6, 2025 21 days | -6.7% | eFD report |
| MSFT | BUY | Feb 5, 2025 | $1K–$15K | Mar 6, 2025 29 days | +12.4% | eFD report |
| MA | BUY | Feb 5, 2025 | $1K–$15K | Mar 6, 2025 29 days | +6.2% | eFD report |
| AXP | BUY | Feb 5, 2025 | $1K–$15K | Mar 6, 2025 29 days | -6.6% | eFD report |
| LRCX | SELL (partial) | Feb 5, 2025 | $1K–$15K | Mar 6, 2025 29 days | +3.2% | eFD report |
| JPM | SELL (partial) | Feb 5, 2025 | $1K–$15K | Mar 6, 2025 29 days | +0.3% | eFD report |
| BAC | SELL (partial) | Feb 5, 2025 | $1K–$15K | Mar 6, 2025 29 days | +5.8% | eFD report |
| AMZN | BUY | Feb 4, 2025 | $1K–$15K | Mar 6, 2025 30 days | -16.7% | eFD report |
| QSR | SELL | Feb 4, 2025 | $1K–$15K | Mar 6, 2025 30 days | -14.1% | eFD report |
| NRG | BUY | Jan 28, 2025 | $1K–$15K | Feb 8, 2025 11 days | +17.3% | eFD report |
| TBLL | BUY | Jan 28, 2025 | $1K–$15K | Feb 8, 2025 11 days | +8.9% | eFD report |
| IVW | SELL (partial) | Jan 28, 2025 | $1K–$15K | Feb 8, 2025 11 days | +1.1% | eFD report |
| HPQ | SELL | Jan 28, 2025 | $1K–$15K | Feb 8, 2025 11 days | +13.6% | eFD report |
| TBLL | BUY | Jan 16, 2025 | $1K–$15K | Feb 8, 2025 23 days | +11.1% | eFD report |
| SPY | SELL | Jan 16, 2025 | $1K–$15K | Feb 8, 2025 23 days | -0.0% | eFD report |
| CRM | BUY | Jan 14, 2025 | $1K–$15K | Feb 8, 2025 25 days | -13.9% | eFD report |
| NVDA | BUY | Jan 14, 2025 | $1K–$15K | Feb 8, 2025 25 days | -8.6% | eFD report |
| MA | BUY | Jan 14, 2025 | $1K–$15K | Feb 8, 2025 25 days | +8.1% | eFD report |
| QQQ | SELL | Jan 14, 2025 | $1K–$15K | Feb 8, 2025 25 days | +2.0% | eFD report |
| EBAY | SELL | Jan 14, 2025 | $1K–$15K | Feb 8, 2025 25 days | -10.0% | eFD report |
| CSCO | SELL | Jan 14, 2025 | $1K–$15K | Feb 8, 2025 25 days | -4.2% | eFD report |
| AMAT | SELL (partial) | Dec 23, 2024 | $1K–$15K | Jan 14, 2025 22 days | +4.0% | eFD report |
| AAXJ | BUY | Nov 20, 2024 | $1K–$15K | Dec 17, 2024 27 days | -1.4% | eFD report |
| VWO | SELL (partial) | Nov 20, 2024 | $1K–$15K | Dec 17, 2024 27 days | +2.4% | eFD report |
| SWKS | SELL | Nov 20, 2024 | $1K–$15K | Dec 17, 2024 27 days | +23.2% | eFD report |
| BBEU | SELL (partial) | Nov 20, 2024 | $1K–$15K | Dec 17, 2024 27 days | -5.4% | eFD report |
| SPY | BUY | Nov 13, 2024 | $1K–$15K | Dec 17, 2024 34 days | +0.0% | eFD report |
| IWM | SELL (partial) | Oct 9, 2024 | $1K–$15K | Oct 18, 2024 9 days | -0.1% | eFD report |
| IVV | SELL (partial) | Oct 6, 2024 | $1K–$15K | Oct 18, 2024 12 days | -0.0% | eFD report |
| FI | SELL (partial) | Sep 26, 2024 | $1K–$15K | Oct 18, 2024 22 days | — | eFD report |
| VEA | SELL (partial) | Sep 9, 2024 | $1K–$15K | Oct 18, 2024 39 days | +11.3% | eFD report |
| MDY | SELL (partial) | Sep 9, 2024 | $1K–$15K | Oct 18, 2024 39 days | -1.5% | eFD report |
| EFA | SELL (partial) | Sep 9, 2024 | $1K–$15K | Oct 18, 2024 39 days | +11.4% | eFD report |
| SCHP | BUY | Sep 6, 2024 | $1K–$15K | Oct 18, 2024 42 days | -12.9% | eFD report |
| JMBS | BUY | Sep 6, 2024 | $1K–$15K | Oct 18, 2024 42 days | -15.4% | eFD report |
| IVV | BUY | Sep 6, 2024 | $1K–$15K | Oct 18, 2024 42 days | -0.1% | eFD report |
| IEF | BUY | Sep 6, 2024 | $1K–$15K | Oct 18, 2024 42 days | -15.7% | eFD report |
| SHY | BUY | Sep 6, 2024 | $1K–$15K | Oct 18, 2024 42 days | -13.2% | eFD report |
| TLH | BUY | Sep 6, 2024 | $1K–$15K | Oct 18, 2024 42 days | -16.6% | eFD report |
| CMBS | BUY | Sep 6, 2024 | $1K–$15K | Oct 18, 2024 42 days | -14.0% | eFD report |
| IEI | BUY | Sep 6, 2024 | $1K–$15K | Oct 18, 2024 42 days | -14.6% | eFD report |
| TLT | BUY | Sep 6, 2024 | $1K–$15K | Oct 18, 2024 42 days | -17.6% | eFD report |
| MBB | BUY | Sep 6, 2024 | $1K–$15K | Oct 18, 2024 42 days | -14.6% | eFD report |
| AGZ | BUY | Sep 6, 2024 | $1K–$15K | Oct 18, 2024 42 days | -13.4% | eFD report |
| TBLL | BUY | Sep 6, 2024 | $15K–$50K | Oct 18, 2024 42 days | -12.4% | eFD report |
| GIGB | BUY | Sep 6, 2024 | $1K–$15K | Oct 18, 2024 42 days | -13.7% | eFD report |
| FTGC | BUY | Sep 6, 2024 | $15K–$50K | Oct 18, 2024 42 days | -6.4% | eFD report |
| PPLT | BUY | Sep 6, 2024 | $1K–$15K | Oct 18, 2024 42 days | -10.8% | eFD report |
| PALL | BUY | Sep 6, 2024 | $1K–$15K | Oct 18, 2024 42 days | -6.9% | eFD report |
| VNQI | SELL (partial) | Sep 6, 2024 | $1K–$15K | Oct 18, 2024 42 days | +15.6% | eFD report |
| TPYP | SELL (partial) | Sep 6, 2024 | $15K–$50K | Oct 18, 2024 42 days | -4.3% | eFD report |
| EMLP | SELL (partial) | Sep 6, 2024 | $1K–$15K | Oct 18, 2024 42 days | -2.8% | eFD report |
| MSI | BUY | Jul 26, 2024 | $1K–$15K | Aug 6, 2024 11 days | +11.8% | eFD report |
| GOOGL | BUY | Jul 26, 2024 | $1K–$15K | Aug 6, 2024 11 days | -9.0% | eFD report |
| LRCX | SELL (partial) | Jul 26, 2024 | $1K–$15K | Aug 6, 2024 11 days | +20.8% | eFD report |
| VEA | BUY | Jul 18, 2024 | $1K–$15K | Aug 6, 2024 19 days | -3.5% | eFD report |
| MDY | SELL (partial) | Jul 18, 2024 | $1K–$15K | Aug 6, 2024 19 days | +0.2% | eFD report |
| IVV | SELL (partial) | Jul 4, 2024 | $1K–$15K | Jul 11, 2024 7 days | +0.1% | eFD report |
| SCHP | BUY | Jun 26, 2024 | $1K–$15K | Jul 11, 2024 15 days | -1.4% | eFD report |
| JMBS | BUY | Jun 26, 2024 | $1K–$15K | Jul 11, 2024 15 days | -0.1% | eFD report |
| TLH | BUY | Jun 26, 2024 | $1K–$15K | Jul 11, 2024 15 days | +1.1% | eFD report |
| IEF | SELL (partial) | Jun 26, 2024 | $1K–$15K | Jul 11, 2024 15 days | -0.1% | eFD report |
| SHY | SELL (partial) | Jun 26, 2024 | $1K–$15K | Jul 11, 2024 15 days | +2.6% | eFD report |
| MSFT | BUY | Jun 20, 2024 | $1K–$15K | Jul 11, 2024 21 days | -6.0% | eFD report |
| CMCSA | SELL | Jun 20, 2024 | $1K–$15K | Jul 11, 2024 21 days | -2.6% | eFD report |
| VEA | BUY | Jun 4, 2024 | $15K–$50K | Jul 11, 2024 37 days | -2.9% | eFD report |
| SPY | BUY | Jun 4, 2024 | $1K–$15K | Jul 11, 2024 37 days | +0.0% | eFD report |
| GEM | BUY | Jun 4, 2024 | $1K–$15K | Jul 11, 2024 37 days | -1.9% | eFD report |
| MDY | SELL (partial) | Jun 4, 2024 | $1K–$15K | Jul 11, 2024 37 days | +1.4% | eFD report |
| EFA | SELL (partial) | Jun 4, 2024 | $15K–$50K | Jul 11, 2024 37 days | +4.0% | eFD report |
| GIGB | BUY | May 31, 2024 | $1K–$15K | Jun 5, 2024 5 days | -2.2% | eFD report |
| IVW | SELL (partial) | May 31, 2024 | $1K–$15K | Jun 5, 2024 5 days | -0.7% | eFD report |
| EFA | SELL (partial) | May 31, 2024 | $1K–$15K | Jun 5, 2024 5 days | +3.8% | eFD report |
| CMBS | SELL (partial) | Apr 16, 2024 | $1K–$15K | May 7, 2024 21 days | +8.9% | eFD report |
| JMBS | BUY | Apr 16, 2024 | $1K–$15K | May 7, 2024 21 days | -7.8% | eFD report |
| EFA | SELL (partial) | Apr 11, 2024 | $15K–$50K | May 7, 2024 26 days | +5.8% | eFD report |
| SCZ | BUY | Apr 11, 2024 | $15K–$50K | May 7, 2024 26 days | -7.5% | eFD report |
| HES | SELL | Mar 28, 2024 | $1K–$15K | May 8, 2024 41 days | — | eFD report |
| AMAT | BUY | Mar 28, 2024 | $1K–$15K | May 8, 2024 41 days | +8.3% | eFD report |
| SCHP | SELL (partial) | Feb 20, 2024 | $1K–$15K | May 8, 2024 78 days ⚠ over 45 | +6.2% | eFD report |
| IEF | SELL (partial) | Feb 20, 2024 | $1K–$15K | May 8, 2024 78 days ⚠ over 45 | +7.7% | eFD report |
| TLH | BUY | Feb 20, 2024 | $1K–$15K | May 8, 2024 78 days ⚠ over 45 | -7.9% | eFD report |
| TLT | BUY | Feb 20, 2024 | $1K–$15K | May 8, 2024 78 days ⚠ over 45 | -8.6% | eFD report |
| LRCX | SELL (partial) | Dec 20, 2023 | $1K–$15K | Jan 8, 2024 19 days | -13.2% | eFD report (amended) |
| PFE | BUY | Dec 20, 2023 | $1K–$15K | Jan 8, 2024 19 days | -10.1% | eFD report (amended) |
| GBIL | SELL (partial) | Dec 12, 2023 | $1K–$15K | Jan 8, 2024 27 days | +10.2% | eFD report (amended) |
| PPLT | BUY | Dec 12, 2023 | $1K–$15K | Jan 8, 2024 27 days | -9.7% | eFD report (amended) |
| PALL | BUY | Dec 12, 2023 | $1K–$15K | Jan 8, 2024 27 days | -5.4% | eFD report (amended) |
Sources: U.S. House Clerk Periodic Transaction Reports (disclosures-clerk.house.gov) and U.S. Senate eFD Periodic Transaction Reports (efdsearch.senate.gov), filed 2024 to present; SEC EDGAR submissions (Form 4 and 8-K filing dates); committee assignments from the unitedstates/congress-legislators project (current membership); daily closing prices from Yahoo Finance's public chart data (query1.finance.yahoo.com), which is unofficial and may be revised. Built 2026-11-03.