+0.3%
Return per decision, 1 monthS&P −0.2%
That is +0.5 points vs the S&P
+5.7%
Return per decision, 3 monthsS&P +5.3%
That is +0.4 points vs the S&P
+11.6%
Return per decision, 6 monthsS&P +10.4%
That is +1.2 points vs the S&P
Record
Same numbers as the leaderboard
180
Decisions
89
Companies
+0.3%
Return
−0.2%
S&P same days
+0.5
vs S&P
51%
Up
+0.3
After selling, 178 sales
158
Decisions
82
Companies
+5.7%
Return
+5.3%
S&P same days
+0.4
vs S&P
63%
Up
−0.9
After selling, 156 sales
133
Decisions
74
Companies
+11.6%
Return
+10.4%
S&P same days
+1.2
vs S&P
80%
Up
−6.0
After selling, 115 sales
Returns are per decision, equal weight, measured from the day the report became public to the set point the window names. 207 stock purchases with a price. One company in one report is one decision, however many lines it was filed on, and every decision counts the same, because a Congress report gives a range and not an amount. Measured from the close of the first trading day after the filing date, because a report can be posted a day after the date it carries and the hour is never given. "Up" is the share that were higher at that point. A record marked thin is ranked on the leaderboard but sits right on the minimum of 5 decisions and 3 companies. "After selling" is what the stock did after each sale against the S&P over the same days, sign flipped, so a positive number means the stock fell behind the market after the sale. Sales never count toward the record, a signal or a score.
Committees
Current Congress, from the SenateAgriculture, Nutrition, and ForestryFarms, food makers, farm chemicals and farm machinery
Appropriations
Commission on Security and Cooperation in Europe
Environment and Public WorksWaste and recycling companies
Rules and Administration
Veterans' Affairs
1 of 411 reported trades are in industries these committees oversee.How this is decided
Reports
50 reports · 411 trades · newest first
Filed Oct 21·Public Oct 23·Trades Sep 9 to Sep 24·10 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
Sep 21
$1,001 - $15,000
Result in 4 trading days
Buy
Goldman Sachs Access Investment Grade Corporate Bond ETF
Sep 9
$1,001 - $15,000
Result in 4 trading days
Buy
Janus Henderson Mortgage-Backed Securities ETF
Sep 9
$1,001 - $15,000
Result in 4 trading days
Buy
BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
Sep 9
$1,001 - $15,000
Result in 4 trading days
Filed Oct 21·Public Oct 23·Trades Sep 9 to Sep 25·7 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Micron Technology, Inc. - Common Stock
Sep 24
$1,001 - $15,000
After sellingResult in 4 trading days
Sell
iShares 10-20 Year Treasury Bond ETF
Sep 21
$1,001 - $15,000
After sellingResult in 4 trading days
Sell
Vanguard Developed Markets Index Fund - ETF Shares
Sep 9
$1,001 - $15,000
After sellingResult in 4 trading days
Sell
Tradr 2X Long SPY Monthly ETF
Sep 9
$1,001 - $15,000
After sellingResult in 4 trading days
Sell
Micron Technology, Inc. - Common Stock
Sep 9
$1,001 - $15,000
After sellingResult in 4 trading days
Filed Sep 11·Public Sep 11·Trades Aug 13 to Aug 27·4 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
iShares Core S&P 500 ETF
Aug 27
$1,001 - $15,000
After selling, 1 month0.0 pointsstock +2.5%, S&P +2.5%
Sell
Johnson & Johnson Common Stock
Aug 20
$1,001 - $15,000
After selling, 1 month+9.1 pointsstock −6.6%, S&P +2.5%
Sell
Westwood Quality SmallCap Fund - Westwood Quality SmallCap Fund Ultra Shares
Aug 19
$15,001 - $50,000
After selling, 1 month+6.0 pointsstock −3.5%, S&P +2.5%
Sell
Constellation Energy Corporation - Common Stock When-Issued
Aug 13
$1,001 - $15,000
After selling, 1 month−9.3 pointsstock +11.8%, S&P +2.5%
Filed Sep 11·Public Sep 11·Trades Aug 13 to Aug 27·5 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Filed Aug 24·Public Sep 9·Trades Nov 6, 2025 to Nov 21, 2025·14 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Vanguard FTSE Developed Markets ETF
Nov 21, 2025
$1,001 - $15,000
After selling, 1 month+3.9 pointsstock −3.5%, S&P +0.4%
Sell
Vanguard Global ex-U.S. Real Estate ETF
Nov 21, 2025
$1,001 - $15,000
After selling, 1 month+6.7 pointsstock −6.3%, S&P +0.4%
Sell
Tortoise North Amer Pipeline Fund
Nov 21, 2025
$1,001 - $15,000
After selling, 1 month+3.3 pointsstock −2.9%, S&P +0.4%
Sell
Salesforce Inc
Nov 13, 2025
$1,001 - $15,000
After selling, 1 month−15.6 pointsstock +16.0%, S&P +0.4%
Sell
NEW WORLD FUND INC - Class R-6
Nov 20, 2025
$1,001 - $15,000
After selling, 1 month+0.8 pointsstock −0.4%, S&P +0.4%
Sell
Eli Lilly and Company
Nov 21, 2025
$1,001 - $15,000
After selling, 1 month+4.6 pointsstock −4.2%, S&P +0.4%
Sell
iShares Core S&P 500 ETF
Nov 21, 2025
$1,001 - $15,000
After selling, 1 month0.0 pointsstock +0.4%, S&P +0.4%
Sell
iShares Russell 2000 ETF
Nov 21, 2025
$1,001 - $15,000
After selling, 1 month+6.0 pointsstock −5.6%, S&P +0.4%
Sell
iShares MSCI EAFE ETF
Nov 20, 2025
$1,001 - $15,000
After selling, 1 month+4.4 pointsstock −4.0%, S&P +0.4%
Sell
iShares MSCI All Country Asia ex Japan ETF
Nov 6, 2025
$1,001 - $15,000
After selling, 1 month−0.1 pointsstock +0.5%, S&P +0.4%
Sell
Goldman Sachs ActiveBeta Emerging Markets Equity E
Nov 20, 2025
$1,001 - $15,000
After selling, 1 month+0.2 pointsstock +0.2%, S&P +0.4%
Sell
Fiserv Inc
Nov 21, 2025
$1,001 - $15,000
After selling, 1 month+12.7 pointsstock −12.3%, S&P +0.4%
Sell
First Trust Global Tactical Commodity Strategy Fun
Nov 21, 2025
$1,001 - $15,000
After selling, 1 month−3.8 pointsstock +4.2%, S&P +0.4%
Sell
First Trust Exchange-Traded Fund VIII FT Energy In
Nov 21, 2025
$1,001 - $15,000
After selling, 1 month+3.4 pointsstock −3.0%, S&P +0.4%
Filed Aug 20·Public Sep 9·Trades Apr 8, 2025 to Apr 22, 2025·9 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
iShares iBoxx $ High Yield Corporate Bond ETF
Apr 9, 2025
$1,001 - $15,000
1 month−0.6%S&P +1.3%
Buy
COLGATE PALMOLIVE LTD.
Apr 8, 2025
$1,001 - $15,000
Not yetno closing prices for this company yet
Filed Aug 17·Public Sep 9·Trades Jul 2 to Jul 30·6 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
Estee Lauder Companies, Inc. (The) Common Stock
Jul 2
$1,001 - $15,000
1 month+11.8%S&P −0.6%
Buy
no ticker
SPYM - Tradr 2X Long SPY Monthly ETF
Jul 2
$1,001 - $15,000
Not countednot a stock
Filed Aug 17·Public Sep 9·Trades Jul 2 to Jul 30·6 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
Estee Lauder Companies, Inc. (The) Common Stock
Jul 2
$1,001 - $15,000
1 month+11.8%S&P −0.6%
Filed Aug 17·Public Sep 9·Trades Jul 2 to Jul 31·4 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Cboe Global Markets, Inc. Common Stock
Jul 31
$1,001 - $15,000
After selling, 1 month+7.5 pointsstock −8.1%, S&P −0.6%
Sell
JP Morgan Chase & Co. Common Stock
Jul 23
$1,001 - $15,000
After selling, 1 month+3.2 pointsstock −3.8%, S&P −0.6%
Sell
Home Depot, Inc. (The) Common Stock
Jul 9
$1,001 - $15,000
After selling, 1 month+9.1 pointsstock −9.7%, S&P −0.6%
Sell
The Travelers Companies, Inc. Common Stock
Jul 2
$1,001 - $15,000
After selling, 1 month−4.1 pointsstock +3.5%, S&P −0.6%
Filed Jul 13·Public Sep 9·Trades Jun 4 to Jun 25·5 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Tortoise North American Pipeline Fund
Jun 25
$1,001 - $15,000
After selling, 3 months+6.7 pointsstock −2.9%, S&P +3.8%
Sell
First Trust Global Tactical Commodity Strategy Fund
Jun 25
$1,001 - $15,000
After selling, 3 months−5.6 pointsstock +9.4%, S&P +3.8%
Sell
iShares 7-10 Year Treasury Bond ETF
Jun 17
$1,001 - $15,000
After selling, 3 months+7.2 pointsstock −3.4%, S&P +3.8%
Sell
Atmos Energy Corporation Common Stock
Jun 12
$1,001 - $15,000
After selling, 3 months+12.3 pointsstock −8.5%, S&P +3.8%
Sell
Boston Scientific Corporation Common Stock
Jun 4
$1,001 - $15,000
After selling, 3 months+1.0 pointsstock +2.8%, S&P +3.8%
Filed Jul 13·Public Sep 9·Trades Jun 4 to Jun 25·5 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
no ticker
SCHP - Schwab U.S. TIPS ETF
Jun 17
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
CEG - Constellation Energy Corporation - Common Stock When-Issued
Jun 12
$1,001 - $15,000
Not countednot a stock
Filed Jun 16·Trades May 13 to May 27·18 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Vanguard Developed Markets Index Fund - ETF Shares
May 27
$1,001 - $15,000
After selling, 3 months+2.5 pointsstock +0.7%, S&P +3.2%
Sell
Vanguard Global ex-U.S. Real Estate Index Fund - ETF Shares
May 27
$1,001 - $15,000
After selling, 3 months+5.7 pointsstock −2.5%, S&P +3.2%
Sell
Sprott Lithium Miners ETF
May 27
$1,001 - $15,000
After selling, 3 months+33.5 pointsstock −30.3%, S&P +3.2%
Sell
iShares Core S&P 500 ETF
May 27
$1,001 - $15,000
After selling, 3 months0.0 pointsstock +3.2%, S&P +3.2%
Sell
Schwab U.S. TIPS ETF
May 13
$1,001 - $15,000
After selling, 3 months+4.5 pointsstock −1.3%, S&P +3.2%
Sell
NEW WORLD FUND INC - Class R-6
May 27
$1,001 - $15,000
After selling, 3 months+4.7 pointsstock −1.5%, S&P +3.2%
Sell
Janus Henderson Mortgage-Backed Securities ETF
May 13
$1,001 - $15,000
After selling, 3 months+4.9 pointsstock −1.7%, S&P +3.2%
Sell
no ticker
SPYM - Tradr 2X Long SPY Monthly ETF
May 27
$1,001 - $15,000
After sellingNot countednot a stock
Sell
iShares Russell 2000 ETF
May 27
$1,001 - $15,000
After selling, 3 months+4.5 pointsstock −1.3%, S&P +3.2%
Sell
iShares MSCI EAFE ETF
May 27
$1,001 - $15,000
After selling, 3 months+1.0 pointsstock +2.2%, S&P +3.2%
Sell
iShares CMBS ETF
May 13
$1,001 - $15,000
After selling, 3 months+4.2 pointsstock −1.0%, S&P +3.2%
Sell
iShares 3-7 Year Treasury Bond ETF
May 13
$50,001 - $100,000
After selling, 3 months+4.2 pointsstock −1.0%, S&P +3.2%
Sell
iShares MBS ETF
May 13
$1,001 - $15,000
After selling, 3 months+4.7 pointsstock −1.5%, S&P +3.2%
Sell
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
May 27
$1,001 - $15,000
After selling, 3 months+5.2 pointsstock −2.0%, S&P +3.2%
Sell
no ticker
FTGC - First Trust Global Tactical Commodity Strategy Fund
May 27
$1,001 - $15,000
After sellingNot countednot a stock
Sell
FT Energy Income Partners Enhanced Income ETF
May 27
$1,001 - $15,000
After selling, 3 months−1.8 pointsstock +5.0%, S&P +3.2%
Sell
Ecolab Inc. Common Stock
May 15
$1,001 - $15,000
After selling, 3 months+2.0 pointsstock +1.2%, S&P +3.2%
Sell
no ticker
ACN - Accenture plc Class A Ordinary Shares (Ireland)
May 15
$1,001 - $15,000
After sellingNot countednot a stock
Filed Jun 16·Trades May 13 to May 27·18 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Vanguard Developed Markets Index Fund - ETF Shares
May 27
$1,001 - $15,000
After selling, 3 months+2.5 pointsstock +0.7%, S&P +3.2%
Sell
Vanguard Global ex-U.S. Real Estate Index Fund - ETF Shares
May 27
$1,001 - $15,000
After selling, 3 months+5.7 pointsstock −2.5%, S&P +3.2%
Sell
Sprott Lithium Miners ETF
May 27
$1,001 - $15,000
After selling, 3 months+33.5 pointsstock −30.3%, S&P +3.2%
Sell
iShares Core S&P 500 ETF
May 27
$1,001 - $15,000
After selling, 3 months0.0 pointsstock +3.2%, S&P +3.2%
Sell
Schwab U.S. TIPS ETF
May 13
$1,001 - $15,000
After selling, 3 months+4.5 pointsstock −1.3%, S&P +3.2%
Sell
NEW WORLD FUND INC - Class R-6
May 27
$1,001 - $15,000
After selling, 3 months+4.7 pointsstock −1.5%, S&P +3.2%
Sell
Janus Henderson Mortgage-Backed Securities ETF
May 13
$1,001 - $15,000
After selling, 3 months+4.9 pointsstock −1.7%, S&P +3.2%
Sell
Tradr 2X Long SPY Monthly ETF
May 27
$1,001 - $15,000
After selling, 3 months0.0 pointsstock +3.2%, S&P +3.2%
Sell
iShares Russell 2000 ETF
May 27
$1,001 - $15,000
After selling, 3 months+4.5 pointsstock −1.3%, S&P +3.2%
Sell
iShares MSCI EAFE ETF
May 27
$1,001 - $15,000
After selling, 3 months+1.0 pointsstock +2.2%, S&P +3.2%
Sell
iShares CMBS ETF
May 13
$1,001 - $15,000
After selling, 3 months+4.2 pointsstock −1.0%, S&P +3.2%
Sell
iShares 3-7 Year Treasury Bond ETF
May 13
$50,001 - $100,000
After selling, 3 months+4.2 pointsstock −1.0%, S&P +3.2%
Sell
iShares MBS ETF
May 13
$1,001 - $15,000
After selling, 3 months+4.7 pointsstock −1.5%, S&P +3.2%
Sell
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
May 27
$1,001 - $15,000
After selling, 3 months+5.2 pointsstock −2.0%, S&P +3.2%
Sell
First Trust Global Tactical Commodity Strategy Fund
May 27
$1,001 - $15,000
After selling, 3 months−10.5 pointsstock +13.7%, S&P +3.2%
Sell
FT Energy Income Partners Enhanced Income ETF
May 27
$1,001 - $15,000
After selling, 3 months−1.8 pointsstock +5.0%, S&P +3.2%
Sell
Ecolab Inc. Common Stock
May 15
$1,001 - $15,000
After selling, 3 months+2.0 pointsstock +1.2%, S&P +3.2%
Sell
Accenture plc Class A Ordinary Shares (Ireland)
May 15
$1,001 - $15,000
After selling, 3 months−20.2 pointsstock +23.4%, S&P +3.2%
Filed Jun 16·Trades May 13 to May 27·15 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
Palantir Technologies Inc. - Class A Common Stock
May 15
$1,001 - $15,000
3 months+34.9%S&P +3.2%
Buy
Janus Henderson Mortgage-Backed Securities ETF
May 27
$1,001 - $15,000
3 months−1.7%S&P +3.2%
Buy
Goldman Sachs Access Investment Grade Corporate Bond ETF
May 27
$1,001 - $15,000
3 months−1.6%S&P +3.2%
Buy
Goldman Sachs Access Investment Grade Corporate Bond ETF
May 13
$1,001 - $15,000
3 months−1.6%S&P +3.2%
Buy
BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
May 27
$1,001 - $15,000
3 months−1.3%S&P +3.2%
Buy
BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
May 13
$50,001 - $100,000
3 months−1.3%S&P +3.2%
Buy
BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
May 27
$1,001 - $15,000
3 months+0.1%S&P +3.2%
Filed May 11·Traded Mar 19, 2025·2 trades
Read the filing ↗Filed May 11·Trades Sep 4, 2025 to Sep 17, 2025·7 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Filed May 8·Trades Apr 2 to Apr 9·2 trades
Read the filing ↗Filed May 8·Traded Apr 2·1 trade
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Invesco Short Term Treasury ETF
Apr 2
$1,001 - $15,000
After selling, 3 months+3.6 pointsstock +0.9%, S&P +4.5%
Filed Apr 14·Trades Mar 19 to Mar 20·3 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Tortoise North American Pipeline Fund
Mar 20
$1,001 - $15,000
After selling, 6 months+6.3 pointsstock +4.2%, S&P +10.5%
Sell
Johnson & Johnson Common Stock
Mar 19
$1,001 - $15,000
After selling, 6 months+3.0 pointsstock +7.5%, S&P +10.5%
Sell
JPMorgan BetaBuilders Europe ETF
Mar 19
$15,001 - $50,000
After selling, 6 months+11.5 pointsstock −1.0%, S&P +10.5%
Filed Apr 14·Trades Mar 5 to Mar 20·6 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
Vanguard Developed Markets Index Fund - ETF Shares
Mar 19
$1,001 - $15,000
6 months+1.7%S&P +10.5%
Buy
First Trust Global Tactical Commodity Strategy Fund
Mar 19
$1,001 - $15,000
6 months+9.8%S&P +10.5%
Buy
Ares Management Corporation Class A Common Stock
Mar 13
$1,001 - $15,000
6 months−3.7%S&P +10.5%
Filed Mar 6·Trades Feb 6 to Feb 27·9 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Union Pacific Corporation Common Stock
Feb 19
$1,001 - $15,000
After selling, 6 months−1.4 pointsstock +14.9%, S&P +13.5%
Sell
Procter & Gamble Company (The) Common Stock
Feb 26
$1,001 - $15,000
After selling, 6 months+18.3 pointsstock −4.8%, S&P +13.5%
Sell
Janus Henderson Mortgage-Backed Securities ETF
Feb 6
$1,001 - $15,000
After selling, 6 months+14.9 pointsstock −1.4%, S&P +13.5%
Sell
iShares 1-3 Year Treasury Bond ETF
Feb 6
$15,001 - $50,000
After selling, 6 months+13.1 pointsstock +0.4%, S&P +13.5%
Sell
iShares MBS ETF
Feb 6
$1,001 - $15,000
After selling, 6 months+14.9 pointsstock −1.4%, S&P +13.5%
Sell
iShares Agency Bond ETF
Feb 6
$1,001 - $15,000
After selling, 6 months+13.8 pointsstock −0.3%, S&P +13.5%
Sell
DoubleLine Emerging Markets Fixed Income Fund - Class I
Feb 6
$1,001 - $15,000
After selling, 6 months+12.2 pointsstock +1.3%, S&P +13.5%
Sell
Applied Materials, Inc. - Common Stock
Feb 27
$1,001 - $15,000
After selling, 6 months−26.3 pointsstock +39.8%, S&P +13.5%
Sell
Adobe Inc. - Common Stock
Feb 13
$1,001 - $15,000
After selling, 6 months+22.4 pointsstock −8.9%, S&P +13.5%
Filed Mar 6·Trades Feb 6 to Feb 27·10 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
iShares J.P. Morgan USD Emerging Markets Bond ETF
Feb 6
$1,001 - $15,000
6 months+0.9%S&P +13.5%
Buy
Goldman Sachs Access Investment Grade Corporate Bond ETF
Feb 6
$1,001 - $15,000
6 months−1.5%S&P +13.5%
Buy
BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
Feb 6
$15,001 - $50,000
6 months+0.4%S&P +13.5%
Filed Feb 15·Trades Jan 8 to Jan 29·14 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Union Pacific Corp
Jan 29
$1,001 - $15,000
After selling, 6 months−1.9 pointsstock +14.9%, S&P +13.0%
Sell
no ticker
SPYM
Jan 23
$1,001 - $15,000
After sellingNot countednot a stock
Sell
SPDR S&P MidCap 400 ETF Trust
Jan 23
$1,001 - $15,000
After selling, 6 months+4.4 pointsstock +8.6%, S&P +13.0%
Sell
Omnicom Group Inc
Jan 29
$1,001 - $15,000
After selling, 6 months−16.6 pointsstock +29.6%, S&P +13.0%
Sell
Omnicom Group Inc
Jan 15
$1,001 - $15,000
After selling, 6 months−16.6 pointsstock +29.6%, S&P +13.0%
Sell
Micron Technology
Jan 26
$1,001 - $15,000
After selling, 6 months−122.5 pointsstock +135.5%, S&P +13.0%
Sell
Micron Technology
Jan 8
$1,001 - $15,000
After selling, 6 months−122.5 pointsstock +135.5%, S&P +13.0%
Sell
Lam Research Corp
Jan 8
$1,001 - $15,000
After selling, 6 months−26.5 pointsstock +39.5%, S&P +13.0%
Sell
iShares S&P 500 Growth ETF
Jan 29
$1,001 - $15,000
After selling, 6 months−4.2 pointsstock +17.2%, S&P +13.0%
Sell
iShares Russell 2000 ETF
Jan 23
$1,001 - $15,000
After selling, 6 months−1.6 pointsstock +14.6%, S&P +13.0%
Sell
iShares Silver Trust
Jan 23
$1,001 - $15,000
After selling, 6 months+26.5 pointsstock −13.5%, S&P +13.0%
Sell
Fiserv Inc
Jan 29
$1,001 - $15,000
After selling, 6 months+31.5 pointsstock −18.5%, S&P +13.0%
Sell
abrdn Physical Platinum Shares ETF
Jan 23
$1,001 - $15,000
After selling, 6 months+27.9 pointsstock −14.9%, S&P +13.0%
Sell
abrdn Physical Palladium Shares ETF
Jan 23
$1,001 - $15,000
After selling, 6 months+36.9 pointsstock −23.9%, S&P +13.0%
Filed Feb 15·Trades Jan 8 to Jan 29·23 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
Tortoise Capital Series Trust Tortoise North Ameri
Jan 23
$1,001 - $15,000
6 months+10.1%S&P +13.0%
Buy
Janus Henderson Mortgage-Backed Securities ETF
Jan 23
$1,001 - $15,000
6 months−1.4%S&P +13.0%
Buy
Goldman Sachs Access Investment Grade Corporate Bo
Jan 23
$1,001 - $15,000
6 months−2.0%S&P +13.0%
Buy
Goldman Sachs ActiveBeta Emerging Markets Equity E
Jan 23
$1,001 - $15,000
6 months+7.8%S&P +13.0%
Buy
First Trust Global Tactical Commodity Strategy Fun
Jan 23
$1,001 - $15,000
6 months+26.8%S&P +13.0%
Buy
First Trust Exchange-Traded Fund VIII FT Energy In
Jan 23
$1,001 - $15,000
6 months+8.3%S&P +13.0%
Filed Jan 13·Trades Dec 11, 2025 to Dec 31, 2025·8 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Super Micro Computer, Inc. - Common Stock
Dec 31, 2025
$1,001 - $15,000
After selling, 6 months+22.7 pointsstock −14.5%, S&P +8.2%
Sell
SPDR S&P Regional Banking ETF
Dec 26, 2025
$1,001 - $15,000
After selling, 6 months−7.6 pointsstock +15.8%, S&P +8.2%
Sell
Motorola Solutions, Inc. Common Stock
Dec 17, 2025
$1,001 - $15,000
After selling, 6 months+1.4 pointsstock +6.8%, S&P +8.2%
Sell
iShares Silver Trust
Dec 24, 2025
$1,001 - $15,000
After selling, 6 months+48.1 pointsstock −39.9%, S&P +8.2%
Sell
Invesco Short Term Treasury ETF
Dec 11, 2025
$1,001 - $15,000
After selling, 6 months+6.4 pointsstock +1.8%, S&P +8.2%
Sell
Boston Scientific Corp
Dec 17, 2025
$1,001 - $15,000
After selling, 6 months+61.2 pointsstock −53.0%, S&P +8.2%
Sell
abrdn Physical Platinum Shares ETF
Dec 24, 2025
$1,001 - $15,000
After selling, 6 months+41.9 pointsstock −33.7%, S&P +8.2%
Sell
abrdn Physical Palladium Shares ETF
Dec 24, 2025
$1,001 - $15,000
After selling, 6 months+41.5 pointsstock −33.3%, S&P +8.2%
Filed Jan 13·Trades Dec 11, 2025 to Dec 31, 2025·8 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
State Street SPDR Portfolio S&P 500 ETF
Dec 24, 2025
$15,001 - $50,000
6 months+8.2%S&P +8.2%
Filed Dec 8, 2025·Trades Nov 6, 2025 to Nov 21, 2025·14 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Vanguard FTSE Developed Markets ETF
Nov 21, 2025
$1,001 - $15,000
After selling, 6 months−8.9 pointsstock +17.5%, S&P +8.6%
Sell
Vanguard Global ex-U.S. Real Estate ETF
Nov 21, 2025
$1,001 - $15,000
After selling, 6 months+7.2 pointsstock +1.4%, S&P +8.6%
Sell
Tortoise North Amer Pipeline Fund
Nov 21, 2025
$1,001 - $15,000
After selling, 6 months−12.3 pointsstock +20.9%, S&P +8.6%
Sell
Salesforce Inc
Nov 13, 2025
$1,001 - $15,000
After selling, 6 months+44.4 pointsstock −35.8%, S&P +8.6%
Sell
American Funds - New World Fund Inc Class R-1 Sh
Nov 20, 2025
$1,001 - $15,000
After selling, 6 months−5.8 pointsstock +14.4%, S&P +8.6%
Sell
Eli Lilly and Company
Nov 21, 2025
$1,001 - $15,000
After selling, 6 months−10.0 pointsstock +18.6%, S&P +8.6%
Sell
iShares Core S&P 500 ETF
Nov 21, 2025
$1,001 - $15,000
After selling, 6 months0.0 pointsstock +8.6%, S&P +8.6%
Sell
iShares Russell 2000 ETF
Nov 21, 2025
$1,001 - $15,000
After selling, 6 months−7.5 pointsstock +16.1%, S&P +8.6%
Sell
iShares MSCI EAFE ETF
Nov 20, 2025
$1,001 - $15,000
After selling, 6 months−3.2 pointsstock +11.8%, S&P +8.6%
Sell
iShares MSCI All Country Asia ex Japan ETF
Nov 6, 2025
$1,001 - $15,000
After selling, 6 months−19.3 pointsstock +27.9%, S&P +8.6%
Sell
Goldman Sachs ActiveBeta Emerging Markets Equity E
Nov 20, 2025
$1,001 - $15,000
After selling, 6 months−16.8 pointsstock +25.4%, S&P +8.6%
Sell
Fiserv Inc
Nov 21, 2025
$1,001 - $15,000
After selling, 6 months+28.5 pointsstock −19.9%, S&P +8.6%
Sell
First Trust Global Tactical Commodity Strategy Fun
Nov 21, 2025
$1,001 - $15,000
After selling, 6 months−13.7 pointsstock +22.3%, S&P +8.6%
Sell
First Trust Exchange-Traded Fund VIII FT Energy In
Nov 21, 2025
$1,001 - $15,000
After selling, 6 months−5.6 pointsstock +14.2%, S&P +8.6%
Filed Dec 8, 2025·Trades Nov 6, 2025 to Nov 21, 2025·12 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
no ticker
META
Nov 13, 2025
$1,001 - $15,000
Not countednot a stock
Buy
Janus Henderson Mortgage-Backed Securities ETF
Nov 21, 2025
$1,001 - $15,000
6 months+1.8%S&P +8.6%
Buy
Goldman Sachs Access Investment Grade Corporate Bo
Nov 21, 2025
$1,001 - $15,000
6 months+1.2%S&P +8.6%
Filed Nov 15, 2025·Trades Oct 3, 2025 to Oct 31, 2025·4 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
First Trust Global Tactical Commodity Strategy Fun
Oct 3, 2025
$1,001 - $15,000
6 months+30.0%S&P +12.0%
Buy
First Trust Exchange-Traded Fund VIII FT Energy In
Oct 3, 2025
$15,001 - $50,000
6 months+17.0%S&P +12.0%
Filed Nov 15, 2025·Trades Oct 2, 2025 to Nov 3, 2025·8 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Tortoise North American Pipeline ETF
Nov 3, 2025
$1,001 - $15,000
After selling, 6 months−13.9 pointsstock +25.9%, S&P +12.0%
Sell
Sprott Uranium Miners ETF
Oct 3, 2025
$1,001 - $15,000
After selling, 6 months−0.3 pointsstock +12.3%, S&P +12.0%
Sell
Sprott Lithium Miners ETF
Oct 3, 2025
$1,001 - $15,000
After selling, 6 months−30.2 pointsstock +42.2%, S&P +12.0%
Sell
Omnicom Group Inc
Oct 31, 2025
$1,001 - $15,000
After selling, 6 months+11.6 pointsstock +0.4%, S&P +12.0%
Sell
iShares Silver Trust
Oct 3, 2025
$1,001 - $15,000
After selling, 6 months−39.2 pointsstock +51.2%, S&P +12.0%
Sell
Iqvia Holdings Inc
Oct 2, 2025
$1,001 - $15,000
After selling, 6 months+32.6 pointsstock −20.6%, S&P +12.0%
Sell
First Trust North American Energy Infrastructure F
Oct 3, 2025
$15,001 - $50,000
After selling, 6 months−4.5 pointsstock +16.5%, S&P +12.0%
Sell
COLGATE PALMOLIVE LTD.
Oct 9, 2025
$1,001 - $15,000
After sellingNot yetno closing prices for this company yet
Filed Oct 10, 2025·Trades Sep 12, 2025 to Sep 17, 2025·9 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Oracle Corp
Sep 12, 2025
$1,001 - $15,000
After selling, 6 months+50.7 pointsstock −44.5%, S&P +6.2%
Sell
Micron Technology
Sep 17, 2025
$1,001 - $15,000
After selling, 6 months−130.7 pointsstock +136.9%, S&P +6.2%
Sell
Janus Henderson Mortgage-Backed Securities ETF
Sep 16, 2025
$1,001 - $15,000
After selling, 6 months+4.1 pointsstock +2.1%, S&P +6.2%
Sell
iShares CMBS Bond ETF
Sep 16, 2025
$1,001 - $15,000
After selling, 6 months+5.0 pointsstock +1.2%, S&P +6.2%
Sell
iShares 20+ Year Treasury Bond ETF
Sep 16, 2025
$15,001 - $50,000
After selling, 6 months+8.2 pointsstock −2.0%, S&P +6.2%
Sell
iShares MBS ETF
Sep 16, 2025
$1,001 - $15,000
After selling, 6 months+4.3 pointsstock +1.9%, S&P +6.2%
Sell
iShares Agency Bond ETF
Sep 16, 2025
$1,001 - $15,000
After selling, 6 months+4.9 pointsstock +1.3%, S&P +6.2%
Sell
Goldman Sachs Access Treasury 0-1 Year ETF
Sep 16, 2025
$1,001 - $15,000
After selling, 6 months+4.4 pointsstock +1.8%, S&P +6.2%
Sell
Goldman Sachs Access Investment Grade Corporate Bo
Sep 16, 2025
$1,001 - $15,000
After selling, 6 months+5.2 pointsstock +1.0%, S&P +6.2%
Filed Oct 10, 2025·Trades Sep 4, 2025 to Sep 17, 2025·7 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Filed Sep 12, 2025·Trades Aug 1, 2025 to Aug 22, 2025·17 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Vanguard FTSE Developed Markets ETF
Aug 1, 2025
$1,001 - $15,000
After selling, 6 months−8.7 pointsstock +10.8%, S&P +2.1%
Sell
Emerging Markets Fund Class Z
Aug 14, 2025
$15,001 - $50,000
After selling, 6 months−8.2 pointsstock +10.3%, S&P +2.1%
Sell
Emerging Markets Fund Class Z
Aug 7, 2025
$15,001 - $50,000
After selling, 6 months−8.2 pointsstock +10.3%, S&P +2.1%
Sell
Emerging Markets Fund Class Z
Aug 1, 2025
$1,001 - $15,000
After selling, 6 months−8.2 pointsstock +10.3%, S&P +2.1%
Sell
Sprott Uranium Miners ETF
Aug 1, 2025
$1,001 - $15,000
After selling, 6 months−15.3 pointsstock +17.4%, S&P +2.1%
Sell
Micron Technology
Aug 22, 2025
$1,001 - $15,000
After selling, 6 months−190.8 pointsstock +192.9%, S&P +2.1%
Sell
iShares Core S&P 500 ETF
Aug 1, 2025
$1,001 - $15,000
After selling, 6 months0.0 pointsstock +2.1%, S&P +2.1%
Sell
iShares MSCI EAFE ETF
Aug 1, 2025
$1,001 - $15,000
After selling, 6 months−4.9 pointsstock +7.0%, S&P +2.1%
Sell
iShares Silver Trust
Aug 1, 2025
$1,001 - $15,000
After selling, 6 months−82.8 pointsstock +84.9%, S&P +2.1%
Sell
Invesco Short Term Treasury ETF
Aug 1, 2025
$15,001 - $50,000
After selling, 6 months+0.2 pointsstock +1.9%, S&P +2.1%
Sell
Goldman Sachs Access Investment Grade Corporate Bo
Aug 1, 2025
$1,001 - $15,000
After selling, 6 months+2.0 pointsstock +0.1%, S&P +2.1%
Sell
Goldman Sachs ActiveBeta Emerging Markets Equity E
Aug 1, 2025
$1,001 - $15,000
After selling, 6 months−10.4 pointsstock +12.5%, S&P +2.1%
Sell
First Trust North American Energy Infrastructure F
Aug 1, 2025
$1,001 - $15,000
After selling, 6 months−15.6 pointsstock +17.7%, S&P +2.1%
Sell
abrdn Physical Platinum Shares ETF
Aug 1, 2025
$1,001 - $15,000
After selling, 6 months−48.2 pointsstock +50.3%, S&P +2.1%
Sell
abrdn Physical Palladium Shares ETF
Aug 1, 2025
$1,001 - $15,000
After selling, 6 months−31.3 pointsstock +33.4%, S&P +2.1%
Sell
Abbvie Inc
Aug 22, 2025
$1,001 - $15,000
After selling, 6 months−0.4 pointsstock +2.5%, S&P +2.1%
Sell
Abbvie Inc
Aug 11, 2025
$1,001 - $15,000
After selling, 6 months−0.4 pointsstock +2.5%, S&P +2.1%
Filed Sep 12, 2025·Trades Aug 1, 2025 to Aug 22, 2025·21 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
Vanguard Global ex-U.S. Real Estate ETF
Aug 1, 2025
$1,001 - $15,000
6 months+0.6%S&P +2.1%
Buy
Janus Henderson Mortgage-Backed Securities ETF
Aug 1, 2025
$1,001 - $15,000
6 months+2.1%S&P +2.1%
Buy
Goldman Sachs ActiveBeta Emerging Markets Equity E
Aug 1, 2025
$1,001 - $15,000
6 months+12.5%S&P +2.1%
Buy
Advanced Micro Devices, Inc. - Common Stock
Aug 7, 2025
$1,001 - $15,000
6 months+21.8%S&P +2.1%
Filed Aug 6, 2025·Trades Jul 8, 2025 to Jul 31, 2025·4 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
Goldman Sachs Access Investment Grade Corporate Bo
Jul 8, 2025
$1,001 - $15,000
6 months+3.1%S&P +9.9%
Buy
no ticker
BRK-B - Berkshire Hathaway Inc Class B
Jul 24, 2025
$1,001 - $15,000
Not countednot a stock
Filed Aug 6, 2025·Trades Jul 1, 2025 to Jul 31, 2025·5 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Mondelez Intl Inc
Jul 31, 2025
$1,001 - $15,000
After selling, 6 months+12.0 pointsstock −2.1%, S&P +9.9%
Sell
Micron Technology
Jul 1, 2025
$1,001 - $15,000
After selling, 6 months−243.3 pointsstock +253.2%, S&P +9.9%
Sell
JP Morgan Chase & Company
Jul 24, 2025
$1,001 - $15,000
After selling, 6 months−3.5 pointsstock +13.4%, S&P +9.9%
Sell
iShares iBoxx $ High Yield Corporate Bond ETF
Jul 8, 2025
$1,001 - $15,000
After selling, 6 months+6.2 pointsstock +3.7%, S&P +9.9%
Sell
General Dynamics Corp
Jul 31, 2025
$1,001 - $15,000
After selling, 6 months−6.2 pointsstock +16.1%, S&P +9.9%
Filed Jul 9, 2025·Traded Jun 11, 2025·2 trades
Read the filing ↗Filed Jul 9, 2025·Traded Jun 11, 2025·2 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Unitedhealth Group Inc
Jun 11, 2025
$1,001 - $15,000
After selling, 6 months−6.5 pointsstock +17.3%, S&P +10.8%
Sell
Micron Technology
Jun 11, 2025
$1,001 - $15,000
After selling, 6 months−155.1 pointsstock +165.9%, S&P +10.8%
Filed Jul 9, 2025·Trades May 13, 2025 to May 30, 2025·10 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Filed Jun 14, 2025·Trades May 13, 2025 to May 30, 2025·10 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
no ticker
Broadcom Inc. - Common Stock
May 13, 2025
$1,001 - $15,000
Not countednot a stock
Filed Jun 14, 2025·Trades May 13, 2025 to May 30, 2025·7 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Valero Energy Corp
May 13, 2025
$1,001 - $15,000
After selling, 6 months−10.1 pointsstock +23.7%, S&P +13.6%
Sell
NRG Energy
May 20, 2025
$1,001 - $15,000
After selling, 6 months+9.1 pointsstock +4.5%, S&P +13.6%
Sell
Lowe's Companies
May 20, 2025
$1,001 - $15,000
After selling, 6 months−2.7 pointsstock +16.3%, S&P +13.6%
Sell
Invesco Short Term Treasury ETF
May 16, 2025
$1,001 - $15,000
After selling, 6 months+11.5 pointsstock +2.1%, S&P +13.6%
Sell
General Dynamics Corp
May 20, 2025
$1,001 - $15,000
After selling, 6 months−9.6 pointsstock +23.2%, S&P +13.6%
Sell
Fortune Brands Innovations Inc
May 30, 2025
$1,001 - $15,000
After selling, 6 months+10.9 pointsstock +2.7%, S&P +13.6%
Sell
Dte Energy Company
May 20, 2025
$1,001 - $15,000
After selling, 6 months+15.2 pointsstock −1.6%, S&P +13.6%
Filed May 14, 2025·Trades Apr 8, 2025 to Apr 22, 2025·9 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
iShares iBoxx $ High Yield Corporate Bond ETF
Apr 9, 2025
$1,001 - $15,000
6 months+4.1%S&P +14.5%
Buy
COLGATE PALMOLIVE LTD.
Apr 8, 2025
$1,001 - $15,000
Not yetno closing prices for this company yet
Buy
First Trust Global Tactical Commodity Strategy Fun
Apr 8, 2025
$1,001 - $15,000
6 months+11.3%S&P +14.5%
Filed May 14, 2025·Trades Apr 8, 2025 to Apr 22, 2025·8 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Salesforce Inc
Apr 22, 2025
$1,001 - $15,000
After selling, 6 months+31.5 pointsstock −17.0%, S&P +14.5%
Sell
Lam Research Corp
Apr 16, 2025
$1,001 - $15,000
After selling, 6 months−67.1 pointsstock +81.6%, S&P +14.5%
Sell
JP Morgan Chase & Company
Apr 8, 2025
$1,001 - $15,000
After selling, 6 months−2.3 pointsstock +16.8%, S&P +14.5%
Sell
iShares S&P 500 Growth ETF
Apr 8, 2025
$1,001 - $15,000
After selling, 6 months−2.8 pointsstock +17.3%, S&P +14.5%
Sell
iShares 1-3 Year Treasury Bond ETF
Apr 9, 2025
$1,001 - $15,000
After selling, 6 months+12.1 pointsstock +2.4%, S&P +14.5%
Sell
Gilead Sciences Inc
Apr 16, 2025
$1,001 - $15,000
After selling, 6 months−12.1 pointsstock +26.6%, S&P +14.5%
Sell
Bank of America Corp
Apr 15, 2025
$1,001 - $15,000
After selling, 6 months−6.0 pointsstock +20.5%, S&P +14.5%
Sell
Applied Materials
Apr 16, 2025
$1,001 - $15,000
After selling, 6 months−14.0 pointsstock +28.5%, S&P +14.5%
Filed Apr 20, 2025·Trades Mar 5, 2025 to Mar 19, 2025·3 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Filed Apr 20, 2025·Traded Mar 19, 2025·2 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
iShares S&P 500 Growth ETF
Mar 19, 2025
$1,001 - $15,000
After selling, 6 months−10.3 pointsstock +41.7%, S&P +31.4%
Sell
Dte Energy Company
Mar 19, 2025
$1,001 - $15,000
After selling, 6 months+20.9 pointsstock +10.5%, S&P +31.4%
Filed Mar 6, 2025·Trades Feb 4, 2025 to Feb 26, 2025·10 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Restaurant Brands International
Feb 4, 2025
$1,001 - $15,000
After selling, 6 months+22.5 pointsstock −9.2%, S&P +13.3%
Sell
Pfizer Inc
Feb 13, 2025
$1,001 - $15,000
After selling, 6 months+18.1 pointsstock −4.8%, S&P +13.3%
Sell
Lam Research Corp
Feb 5, 2025
$1,001 - $15,000
After selling, 6 months−20.0 pointsstock +33.3%, S&P +13.3%
Sell
JP Morgan Chase & Company
Feb 5, 2025
$1,001 - $15,000
After selling, 6 months−9.0 pointsstock +22.3%, S&P +13.3%
Sell
iShares S&P 500 Growth ETF
Feb 26, 2025
$1,001 - $15,000
After selling, 6 months−7.8 pointsstock +21.1%, S&P +13.3%
Sell
iShares S&P 500 Growth ETF
Feb 14, 2025
$1,001 - $15,000
After selling, 6 months−7.8 pointsstock +21.1%, S&P +13.3%
Sell
First Trust Global Tactical Commodity Strategy Fun
Feb 26, 2025
$1,001 - $15,000
After selling, 6 months+9.5 pointsstock +3.8%, S&P +13.3%
Sell
First Trust North American Energy Infrastructure F
Feb 26, 2025
$1,001 - $15,000
After selling, 6 months+8.6 pointsstock +4.7%, S&P +13.3%
Sell
Walt Disney Company
Feb 13, 2025
$1,001 - $15,000
After selling, 6 months+0.2 pointsstock +13.1%, S&P +13.3%
Sell
Bank of America Corp
Feb 5, 2025
$1,001 - $15,000
After selling, 6 months−7.5 pointsstock +20.8%, S&P +13.3%
Filed Mar 6, 2025·Trades Feb 4, 2025 to Feb 26, 2025·15 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Filed Feb 8, 2025·Trades Jan 14, 2025 to Jan 28, 2025·6 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Filed Feb 8, 2025·Trades Jan 14, 2025 to Jan 28, 2025·6 trades
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
SPDR??S&P 500? ETF Trust
Jan 16, 2025
$1,001 - $15,000
After selling, 6 months0.0 pointsstock +6.9%, S&P +6.9%
Sell
iShares S&P 500 Growth ETF
Jan 28, 2025
$1,001 - $15,000
After selling, 6 months−3.0 pointsstock +9.9%, S&P +6.9%
Sell
Invesco QQQ Trust, Series 1
Jan 14, 2025
$1,001 - $15,000
After selling, 6 months−3.0 pointsstock +9.9%, S&P +6.9%
Sell
HP Inc
Jan 28, 2025
$1,001 - $15,000
After selling, 6 months+24.1 pointsstock −17.2%, S&P +6.9%
Sell
Ebay Inc
Jan 14, 2025
$1,001 - $15,000
After selling, 6 months−36.5 pointsstock +43.4%, S&P +6.9%
Sell
Cisco Systems Inc
Jan 14, 2025
$1,001 - $15,000
After selling, 6 months−8.2 pointsstock +15.1%, S&P +6.9%
Filed Jan 14, 2025·Traded Dec 23, 2024·1 trade
Read the filing ↗Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Applied Materials, Inc. - Common Stock
Dec 23, 2024
$1,001 - $15,000
After selling, 6 months−0.8 pointsstock +7.3%, S&P +6.5%
"Public" is the day the report appeared on the index it was filed on. It is left out for reports we caught up on later, where we did not see the day it was posted.
Portrait: the official Senate photo, a United States government work.