Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
Amazon.com, Inc. - Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months−9.1%S&P +7.5%
Buy
Amazon.com, Inc. - Common Stock
Mar 24, 2025
$1,001 - $15,000
6 months−9.1%S&P +7.5%
Buy
Amazon.com, Inc. - Common Stock
Apr 23, 2025
$1,001 - $15,000
6 months−9.1%S&P +7.5%
Buy
Arm Holdings plc - American Depositary Shares
Jul 17, 2025
$1,001 - $15,000
6 months−7.8%S&P +7.5%
Buy
Church & Dwight Company, Inc. Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months+13.0%S&P +7.5%
Buy
Church & Dwight Company, Inc. Common Stock
Mar 24, 2025
$1,001 - $15,000
6 months+13.0%S&P +7.5%
Buy
Church & Dwight Company, Inc. Common Stock
Apr 23, 2025
$1,001 - $15,000
6 months+13.0%S&P +7.5%
Sell
Church & Dwight Company, Inc. Common Stock
May 5, 2025
$1,001 - $15,000
After selling, 6 months−5.5 pointsstock +13.0%, S&P +7.5%
Sell
Eli Lilly and Company Common Stock
May 21, 2025
$1,001 - $15,000
After selling, 6 months−31.8 pointsstock +39.3%, S&P +7.5%
Buy
Eli Lilly and Company Common Stock
Apr 23, 2025
$1,001 - $15,000
6 months+39.3%S&P +7.5%
Buy
Fomento Economico Mexicano S.A.B. de C.V. Common Stock
May 21, 2025
$1,001 - $15,000
6 months+37.5%S&P +7.5%
Sell
Fomento Economico Mexicano S.A.B. de C.V. Common Stock
Jul 17, 2025
$1,001 - $15,000
After selling, 6 months−30.0 pointsstock +37.5%, S&P +7.5%
Sell
Goldman Sachs Group, Inc.
Apr 7, 2025
$1,001 - $15,000
After selling, 6 months−17.8 pointsstock +25.3%, S&P +7.5%
Buy
Goldman Sachs Group, Inc.
Mar 3, 2025
$1,001 - $15,000
6 months+25.3%S&P +7.5%
Buy
Goldman Sachs Group, Inc.
Mar 24, 2025
$1,001 - $15,000
6 months+25.3%S&P +7.5%
Buy
KKR & Co. Inc. Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months−32.9%S&P +7.5%
Buy
KKR & Co. Inc. Common Stock
Mar 24, 2025
$1,001 - $15,000
6 months−32.9%S&P +7.5%
Sell
KKR & Co. Inc. Common Stock
Apr 4, 2025
$1,001 - $15,000
After selling, 6 months+40.4 pointsstock −32.9%, S&P +7.5%
Buy
McKesson Corporation Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months+43.5%S&P +7.5%
Buy
McKesson Corporation Common Stock
Mar 24, 2025
$1,001 - $15,000
6 months+43.5%S&P +7.5%
Buy
McKesson Corporation Common Stock
Apr 23, 2025
$1,001 - $15,000
6 months+43.5%S&P +7.5%
Buy
Meta Platforms, Inc. - Class A Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months−12.7%S&P +7.5%
Buy
Meta Platforms, Inc. - Class A Common Stock
Mar 24, 2025
$1,001 - $15,000
6 months−12.7%S&P +7.5%
Buy
Meta Platforms, Inc. - Class A Common Stock
Apr 23, 2025
$1,001 - $15,000
6 months−12.7%S&P +7.5%
Buy
Palo Alto Networks, Inc.
Mar 3, 2025
$1,001 - $15,000
6 months−18.9%S&P +7.5%
Sell
Palo Alto Networks, Inc.
Mar 17, 2025
$1,001 - $15,000
After selling, 6 months+26.4 pointsstock −18.9%, S&P +7.5%
Buy
T-Mobile US, Inc.
Mar 3, 2025
$1,001 - $15,000
6 months−14.4%S&P +7.5%
Buy
T-Mobile US, Inc.
Mar 24, 2025
$1,001 - $15,000
6 months−14.4%S&P +7.5%
Buy
T-Mobile US, Inc.
Apr 23, 2025
$1,001 - $15,000
6 months−14.4%S&P +7.5%
Buy
Williams Companies, Inc.
Mar 17, 2025
$1,001 - $15,000
6 months+33.1%S&P +7.5%
Buy
Williams Companies, Inc.
Mar 24, 2025
$1,001 - $15,000
6 months+33.1%S&P +7.5%
Sell
Williams Companies, Inc.
Apr 23, 2025
$1,001 - $15,000
After selling, 6 months−25.6 pointsstock +33.1%, S&P +7.5%