Side
Ticker
Company
Traded
Size in the filing
Since public, S&P
Buy
Exxon Mobil Corp
Apr 14, 2025
$1,001 - $15,000
Since public+20.0%S&P +9.4%
Buy
JP Morgan Chase & Company
Apr 14, 2025
$1,001 - $15,000
Since public+18.1%S&P +9.4%
Buy
Alphabet Cl C
Apr 14, 2025
$1,001 - $15,000
Since public−2.0%S&P +9.4%
Buy
EOG Resources, Inc. Common Stock
Apr 14, 2025
$1,001 - $15,000
Since public+35.4%S&P +9.4%
Buy
Apple Inc
Apr 14, 2025
$1,001 - $15,000
Since public+22.1%S&P +9.4%
Buy
Amazon.com Inc
Apr 14, 2025
$1,001 - $15,000
Since public+3.2%S&P +9.4%
Buy
Walmart Inc
Apr 14, 2025
$1,001 - $15,000
Since public−9.5%S&P +9.4%
Buy
Visa Inc
Apr 14, 2025
$1,001 - $15,000
Since public+13.0%S&P +9.4%
Buy
Microsoft Corp
Apr 14, 2025
$1,001 - $15,000
Since public+2.3%S&P +9.4%
Buy
Unitedhealth Group Inc
Apr 14, 2025
$1,001 - $15,000
Since public+39.0%S&P +9.4%
Buy
Nvidia Corp
Apr 14, 2025
$1,001 - $15,000
Since public+18.6%S&P +9.4%
Buy
Amazon.com Inc
Apr 30, 2025
$1,001 - $15,000
Since public+3.2%S&P +9.4%
Buy
Apple Inc
Apr 30, 2025
$1,001 - $15,000
Since public+22.1%S&P +9.4%
Sell
Unitedhealth Group Inc
Apr 30, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Buy
Nvidia Corp
Apr 30, 2025
$1,001 - $15,000
Since public+18.6%S&P +9.4%
Sell
Exxon Mobil Corp
Apr 30, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Nvidia Corp
Nov 7, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Apple Inc
Nov 7, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Alphabet Cl C
Nov 7, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Buy
United Parcel Service
Nov 7, 2025
$1,001 - $15,000
Since public−7.4%S&P +9.4%
Sell
Amazon.com Inc
Nov 7, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Buy
Visa Inc
Nov 7, 2025
$1,001 - $15,000
Since public+13.0%S&P +9.4%