| Oct 12 | STXSeagate Technology Holdings PLC - Ordinary Shares | ▼ PARTIAL SELL | Spouse | $15K–$50K | Sep 30 | 12 | | | | | | PDF ↗ |
| Oct 12 | IBRXImmunityBio, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Sep 30 | 12 | | | | | | PDF ↗ |
| Oct 12 | MSFTMicrosoft Corporation - Common Stock | ▲ BUY | Spouse | $1K–$15K | Sep 30 | 12 | | | | | | PDF ↗ |
| Oct 12 | CATCaterpillar, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Sep 28 | 14 | | | | | | PDF ↗ |
| Oct 12 | IBRXImmunityBio, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Sep 28 | 14 | | | | | | PDF ↗ |
| Oct 12 | CACICACI International, Inc. Class A Common Stock | ▲ BUY | Spouse | $15K–$50K | Sep 14 | 28 | 0.0% | | | | | PDF ↗ |
| Oct 12 | OLNOlin Corporation Common Stock | ▲ BUY | Spouse | $15K–$50K | Sep 14 | 28 | −2.1% | | | | | PDF ↗ |
| Oct 12 | RIGTransocean Ltd | ▲ BUY | Spouse | $15K–$50K | Sep 14 | 28 | −0.5% | | | | | PDF ↗ |
| Oct 12 | NGNovagold Resources Inc. | ▲ BUY | Spouse | $1K–$15K | Sep 14 | 28 | −4.9% | | | | | PDF ↗ |
| Mar 4 | BBAIBigBear.ai, Inc. Common Stock | ▲ BUY | Spouse | $15K–$50K | Feb 6 | 26 | −6.3% | −21.4% | −26.6% | −44.6% | | PDF ↗ |
| Mar 4 | BBAIBigBear.ai, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Feb 4 | 28 | −6.3% | −21.4% | −26.6% | −44.6% | | PDF ↗ |
| Nov 21 | AAPLApple Inc. - Common Stock | ▼ SELL | Spouse | $15K–$50K | Oct 31 | 21 | +2.9% | +3.3% | −5.6% | +3.1% | | PDF ↗ |
| Nov 21 | MSFTMicrosoft Corporation - Common Stock | ▼ SELL | Spouse | $15K–$50K | Oct 31 | 21 | −3.1% | −9.8% | −11.0% | −18.9% | | PDF ↗ |
| Nov 21 | NVDANVIDIA Corporation - Common Stock | ▼ SELL | Spouse | $15K–$50K | Oct 31 | 21 | +8.7% | −4.0% | +0.8% | +11.8% | | PDF ↗ |
| Nov 21 | ABBVAbbVie Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −4.4% | +3.6% | −1.8% | −13.3% | | PDF ↗ |
| Nov 21 | ACIWACI Worldwide, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | | | | | | PDF ↗ |
| Nov 21 | AMDAdvanced Micro Devices, Inc. | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | +1.3% | −19.4% | +2.7% | +37.5% | | PDF ↗ |
| Nov 21 | AKAMAkamai Technologies, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | +19.6% | +17.5% | +28.3% | +25.7% | | PDF ↗ |
| Nov 21 | ALEXAlexander & Baldwin, Inc. Common Stock REIT Holding Company | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −6.2% | −8.0% | +21.9% | | | PDF ↗ |
| Nov 21 | BABAAlibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −2.4% | −12.5% | +0.5% | −24.1% | | PDF ↗ |
| Nov 21 | ALLEAllegion plc Ordinary Shares | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −5.1% | −7.5% | −5.9% | −16.9% | | PDF ↗ |
| Nov 21 | GOOGLAlphabet Inc. - Class A Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | +8.2% | +15.3% | +26.2% | +32.5% | | PDF ↗ |
| Nov 21 | GOOGAlphabet Inc. - Class C Capital Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | +6.7% | +15.0% | +26.1% | +31.4% | | PDF ↗ |
| Nov 21 | AXPAmerican Express Company Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | +3.1% | +1.8% | −1.3% | −7.2% | | PDF ↗ |
| Nov 21 | AMHAmerican Homes 4 Rent Common Shares of Beneficial Interest | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | 0.0% | −3.7% | −4.1% | −8.4% | | PDF ↗ |
| Nov 21 | APPFAppFolio, Inc. - Class A Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | 0.0% | −13.0% | −29.8% | −35.4% | | PDF ↗ |
| Nov 21 | ASMLASML Holding N.V. - New York Registry Shares | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | +2.5% | +0.8% | +34.5% | +41.1% | | PDF ↗ |
| Nov 21 | AZNAstraZeneca PLC - American Depositary Shares | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | +0.2% | +10.7% | | | | PDF ↗ |
| Nov 21 | AVBAvalonBay Communities, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | 0.0% | +2.2% | +2.8% | | | PDF ↗ |
| Nov 21 | BACBank of America Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | +1.7% | −1.9% | +1.2% | +0.2% | | PDF ↗ |
| Nov 21 | BCSBarclays PLC Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | +3.2% | −3.4% | +26.1% | +12.7% | | PDF ↗ |
| Nov 21 | BAXBaxter International Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −3.6% | −4.4% | +4.7% | −6.4% | | PDF ↗ |
| Nov 21 | BRK-BBerkshire Hathaway Inc. New Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −0.1% | +4.0% | −2.7% | −2.8% | | PDF ↗ |
| Nov 21 | BHPBHP Group Limited American Depositary Shares | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | +2.6% | −3.5% | +21.4% | +40.5% | | PDF ↗ |
| Nov 21 | BLBlackLine, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | +4.9% | +0.5% | −0.1% | −41.9% | | PDF ↗ |
| Nov 21 | BSXBoston Scientific Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −1.7% | −1.4% | −9.7% | −39.4% | | PDF ↗ |
| Nov 21 | BPBP p.l.c. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | +3.3% | +4.2% | +5.8% | +33.9% | | PDF ↗ |
| Nov 21 | BCOBrinks Company | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −1.0% | −1.0% | +11.7% | −6.1% | | PDF ↗ |
| Nov 21 | AVGOBroadcom Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | +4.4% | +6.7% | −9.6% | +19.4% | | PDF ↗ |
| Nov 21 | BROBrown & Brown, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −0.7% | 0.0% | −1.4% | −21.4% | | PDF ↗ |
| Nov 21 | BWXTBWX Technologies, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −7.3% | −18.2% | −3.6% | +1.1% | | PDF ↗ |
| Nov 21 | CACICACI International, Inc. Class A Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | 0.0% | +4.2% | | | | PDF ↗ |
| Nov 21 | CASYCaseys General Stores, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | 0.0% | +5.1% | +21.8% | +49.2% | | PDF ↗ |
| Nov 21 | CHRDChord Energy Corporation - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −1.9% | +1.5% | +3.3% | +58.0% | | PDF ↗ |
| Nov 21 | CIENCiena Corporation | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | +7.3% | +11.9% | +33.4% | +185.3% | | PDF ↗ |
| Nov 21 | CLXClorox Company | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −8.3% | −10.3% | −2.0% | | | PDF ↗ |
| Nov 21 | KOCoca-Cola Company | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −1.2% | +4.6% | +4.8% | +9.9% | | PDF ↗ |
| Nov 21 | COHRCoherent Corp. | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | +23.2% | +7.9% | +71.0% | +135.8% | | PDF ↗ |
| Nov 21 | COPConocoPhillips Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −2.8% | −1.7% | +16.6% | +31.7% | | PDF ↗ |
| Nov 21 | CEGConstellation Energy Corporation - Common Stock When-Issued | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | 0.0% | −10.3% | −23.4% | −16.4% | | PDF ↗ |
| Nov 21 | CNMCore & Main, Inc. Class A Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −5.0% | −15.4% | +8.4% | −5.9% | | PDF ↗ |
| Nov 21 | CMICummins Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | +9.8% | +12.1% | +37.3% | +48.8% | | PDF ↗ |
| Nov 21 | CVSCVS Health Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | 0.0% | −0.2% | +6.2% | −0.3% | | PDF ↗ |
| Nov 21 | DHID.R. Horton, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | +0.5% | −1.1% | +0.2% | +7.8% | | PDF ↗ |
| Nov 21 | DRIDarden Restaurants, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −2.5% | | +11.6% | +7.5% | | PDF ↗ |
| Nov 21 | DDOGDatadog, Inc. - Class A Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | +0.7% | +1.3% | −10.2% | −15.2% | | PDF ↗ |
| Nov 21 | SREDBA Sempra Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −0.8% | −0.8% | −0.7% | −0.8% | | PDF ↗ |
| Nov 21 | DELLDell Technologies Inc. Class C Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | +2.1% | −19.8% | −27.2% | +36.2% | | PDF ↗ |
| Nov 21 | DALDelta Air Lines, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | 0.0% | −3.9% | +14.5% | +11.9% | | PDF ↗ |
| Nov 21 | DKSDick's Sporting Goods Inc Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | 0.0% | −9.1% | −10.2% | −1.3% | | PDF ↗ |
| Nov 21 | DUKDuke Energy Corporation | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | 0.0% | −0.2% | −1.6% | +2.9% | | PDF ↗ |
| Nov 21 | ETNEaton Corporation, PLC Ordinary Shares | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | +2.4% | −8.1% | −12.0% | +8.0% | | PDF ↗ |
| Nov 21 | SATSEchoStar Corporation - Common stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | 0.0% | −7.7% | +70.0% | +58.0% | | PDF ↗ |
| Nov 21 | ECLEcolab Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −8.3% | −4.5% | +0.8% | −3.7% | | PDF ↗ |
| Nov 21 | EMEEMCOR Group, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | 0.0% | −25.2% | −6.0% | +12.0% | | PDF ↗ |
| Nov 21 | EHCEncompass Health Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | 0.0% | −11.4% | −26.2% | −19.8% | | PDF ↗ |
| Nov 21 | ENTGEntegris, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −0.2% | −19.6% | +31.6% | +70.6% | | PDF ↗ |
| Nov 21 | WTRGEssential Utilities, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | 0.0% | +4.2% | +1.9% | | | PDF ↗ |
| Nov 21 | EXCExelon Corporation | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −3.9% | −3.8% | −8.3% | −3.0% | | PDF ↗ |
| Nov 21 | XOMExxon Mobil Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −1.5% | +1.5% | +17.0% | +29.0% | | PDF ↗ |
| Nov 21 | FNFabrinet Ordinary Shares | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | 0.0% | −19.8% | +2.6% | +31.0% | | PDF ↗ |
| Nov 21 | FIVEFive Below, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | | | | | | PDF ↗ |
| Nov 21 | FMCFMC Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | | | | | | PDF ↗ |
| Nov 21 | FTNTFortinet, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −0.1% | −6.5% | −4.3% | −4.0% | | PDF ↗ |
| Nov 21 | ITGartner, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | 0.0% | −1.2% | | −36.6% | | PDF ↗ |
| Nov 21 | GTYGetty Realty Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −1.9% | | +5.6% | +19.9% | | PDF ↗ |
| Nov 21 | GSGoldman Sachs Group, Inc. | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | +0.7% | +5.4% | +18.6% | +18.2% | | PDF ↗ |
| Nov 21 | GSKGSK plc American Depositary Shares | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | +6.1% | +8.0% | +14.6% | +24.1% | | PDF ↗ |
| Nov 21 | HASHasbro, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −0.5% | +3.3% | +15.6% | +24.0% | | PDF ↗ |
| Nov 21 | HDBHDFC Bank Limited Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −1.5% | −0.2% | −12.8% | −27.7% | | PDF ↗ |
| Nov 21 | HPEHewlett Packard Enterprise Company Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −2.9% | −10.1% | −11.1% | +15.4% | | PDF ↗ |
| Nov 21 | HOMBHome BancShares, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | +0.4% | +3.8% | +4.6% | −3.3% | | PDF ↗ |
| Nov 21 | HMCHonda Motor Company, Ltd. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −3.2% | −6.2% | −6.7% | −20.7% | | PDF ↗ |
| Nov 21 | HWMHowmet Aerospace Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | +3.7% | +3.1% | +8.3% | | | PDF ↗ |
| Nov 21 | HUMHumana Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | 0.0% | −12.1% | −30.7% | −20.1% | | PDF ↗ |
| Nov 21 | IEXIDEX Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | 0.0% | | +15.3% | | | PDF ↗ |
| Nov 21 | ITWIllinois Tool Works Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | +0.8% | +2.6% | +6.7% | +12.0% | | PDF ↗ |
| Nov 21 | ILMNIllumina, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | +24.6% | +26.6% | +53.7% | | | PDF ↗ |
| Nov 21 | INGING Group, N.V. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | +2.6% | +2.2% | +17.9% | +15.7% | | PDF ↗ |
| Nov 21 | ITTITT Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | 0.0% | −3.3% | −0.8% | +18.5% | | PDF ↗ |
| Nov 21 | JDJD.com, Inc. - American Depositary Shares | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −0.5% | −12.2% | −10.1% | −8.8% | | PDF ↗ |
| Nov 21 | JNJJohnson & Johnson Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −1.7% | +7.1% | +15.7% | +18.4% | | PDF ↗ |
| Nov 21 | JPMJP Morgan Chase & Co. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | +3.6% | +2.4% | +0.2% | +2.6% | | PDF ↗ |
| Nov 21 | KVUEKenvue Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −4.2% | +10.9% | +18.7% | +16.6% | | PDF ↗ |
| Nov 21 | KRGKite Realty Group Trust Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | +0.8% | +2.5% | | +17.0% | | PDF ↗ |
| Nov 21 | LLoews Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | 0.0% | +9.6% | +13.4% | +14.9% | | PDF ↗ |
| Nov 21 | LPXLouisiana-Pacific Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | 0.0% | −11.6% | −2.3% | −17.0% | | PDF ↗ |
| Nov 21 | MGYMagnolia Oil & Gas Corporation Class A Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −3.7% | +0.7% | +6.9% | +22.6% | | PDF ↗ |
| Nov 21 | MTZMasTec, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −10.3% | +0.1% | +14.4% | +75.0% | | PDF ↗ |
| Nov 21 | MCDMcDonald's Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −3.3% | +0.6% | −0.2% | +0.4% | | PDF ↗ |
| Nov 21 | METAMeta Platforms, Inc. - Class A Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −12.2% | −19.5% | −10.8% | −8.6% | | PDF ↗ |
| Nov 21 | MGPIMGP Ingredients, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | 0.0% | −1.4% | +4.9% | −16.4% | | PDF ↗ |
| Nov 21 | MKSIMKS Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −0.4% | +2.5% | +73.6% | +100.0% | | PDF ↗ |
| Nov 21 | NFLXNetflix, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | +1.5% | | | | | PDF ↗ |
| Nov 21 | NTRSNorthern Trust Corporation - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | +3.6% | +3.5% | +20.2% | +26.7% | | PDF ↗ |
| Nov 21 | NCLHNorwegian Cruise Line Holdings Ltd. Ordinary Shares | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | +0.3% | −20.6% | +2.6% | −18.6% | | PDF ↗ |
| Nov 21 | NVSNovartis AG Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | +1.0% | +3.2% | +21.6% | +18.6% | | PDF ↗ |
| Nov 21 | NVONovo Nordisk A/S Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −6.6% | −15.1% | +17.6% | −22.3% | | PDF ↗ |
| Nov 21 | OPCHOption Care Health, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −0.7% | +19.1% | +29.3% | +6.0% | | PDF ↗ |
| Nov 21 | ORCLOracle Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −9.0% | −29.8% | −40.3% | −38.8% | | PDF ↗ |
| Nov 21 | ORLYO'Reilly Automotive, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | 0.0% | +2.4% | +2.0% | −4.3% | | PDF ↗ |
| Nov 21 | OSKOshkosh Corporation | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | 0.0% | −7.6% | +11.2% | +8.8% | | PDF ↗ |
| Nov 21 | OTISOtis Worldwide Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −1.2% | | −5.3% | −12.3% | | PDF ↗ |
| Nov 21 | PLTRPalantir Technologies Inc. - Class A Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | +8.6% | −16.1% | −8.1% | −22.5% | | PDF ↗ |
| Nov 21 | PDDPDD Holdings Inc. - American Depositary Shares | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | +1.4% | −3.7% | −24.6% | −27.1% | | PDF ↗ |
| Nov 21 | PEPPepsico, Inc. | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −6.4% | −4.1% | −5.3% | +1.8% | | PDF ↗ |
| Nov 21 | PFGCPerformance Food Group Company Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −3.5% | −5.9% | −5.4% | | | PDF ↗ |
| Nov 21 | PIIPolaris Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −7.8% | −10.6% | −2.9% | −6.6% | | PDF ↗ |
| Nov 21 | PFGPrincipal Financial Group Inc | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | 0.0% | +2.6% | +7.3% | +20.5% | | PDF ↗ |
| Nov 21 | PSTGPure Storage, Inc. Class A Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | +5.2% | −16.4% | −22.6% | | | PDF ↗ |
| Nov 21 | QLYSQualys, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | 0.0% | | −9.2% | −42.3% | | PDF ↗ |
| Nov 21 | PWRQuanta Services, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | +1.7% | +1.2% | +9.2% | +45.7% | | PDF ↗ |
| Nov 21 | RBARB Global, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −2.5% | −6.1% | +15.4% | +2.4% | | PDF ↗ |
| Nov 21 | RFRegions Financial Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −1.3% | +3.5% | +23.9% | +15.0% | | PDF ↗ |
| Nov 21 | RGENRepligen Corporation - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | +3.3% | +11.1% | +1.2% | −23.8% | | PDF ↗ |
| Nov 21 | RIORio Tinto Plc Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −2.3% | −2.8% | +25.6% | +38.4% | | PDF ↗ |
| Nov 21 | ROIVRoivant Sciences Ltd. - Common Shares | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | +7.6% | +11.0% | +26.1% | +50.4% | | PDF ↗ |
| Nov 21 | SNDKSandisk Corporation - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | +23.3% | +22.5% | +169.9% | +463.9% | | PDF ↗ |
| Nov 21 | SAPSAP SE ADS | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −2.1% | −11.8% | −25.7% | −35.0% | | PDF ↗ |
| Nov 21 | SAICScience Applications International Corporation - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −2.8% | −6.9% | +10.2% | −0.3% | | PDF ↗ |
| Nov 21 | SBCFSeacoast Banking Corporation of Florida - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −3.7% | | +6.1% | −0.6% | | PDF ↗ |
| Nov 21 | SHWSherwin-Williams Company | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −2.6% | | +1.0% | −5.2% | | PDF ↗ |
| Nov 21 | SLBSLB Limited Common Shares | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | +0.6% | +1.0% | +37.2% | +56.7% | | PDF ↗ |
| Nov 21 | SGISomnigroup International Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −3.6% | +6.0% | +12.4% | −4.1% | | PDF ↗ |
| Nov 21 | SONYSony Group Corporation American Depositary Shares | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | 0.0% | +2.5% | −18.8% | −28.3% | | PDF ↗ |
| Nov 21 | SRSpire Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | 0.0% | −1.6% | −3.9% | +4.6% | | PDF ↗ |
| Nov 21 | SFMSprouts Farmers Market, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −25.5% | −22.5% | −32.2% | −31.5% | | PDF ↗ |
| Nov 21 | SFStifel Financial Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | +1.3% | +0.5% | +9.2% | −30.2% | | PDF ↗ |
| Nov 21 | SYYSysco Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −6.5% | −2.7% | −3.0% | −2.2% | | PDF ↗ |
| Nov 21 | TSMTaiwan Semiconductor Manufacturing Company Ltd. | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −0.3% | −6.7% | +13.5% | +36.4% | | PDF ↗ |
| Nov 21 | TMHCTaylor Morrison Home Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | 0.0% | | +7.5% | | | PDF ↗ |
| Nov 21 | TERTeradyne, Inc. | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | +26.0% | +16.6% | +74.6% | +112.3% | | PDF ↗ |
| Nov 21 | TSLATesla, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −0.9% | −15.1% | −2.5% | −18.3% | | PDF ↗ |
| Nov 21 | TXTTextron Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | +1.3% | +2.2% | +16.8% | +8.3% | | PDF ↗ |
| Nov 21 | BKThe Bank of New York Mellon Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | +2.8% | +5.5% | +12.3% | +24.1% | | PDF ↗ |
| Nov 21 | SJMThe J.M. Smucker Company Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | 0.0% | +0.5% | −0.2% | | | PDF ↗ |
| Nov 21 | TMOThermo Fisher Scientific Inc Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −1.3% | +2.6% | +8.1% | −18.0% | | PDF ↗ |
| Nov 21 | TMUST-Mobile US, Inc. | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −8.9% | −5.1% | −15.6% | −10.4% | | PDF ↗ |
| Nov 21 | TCOMTrip.com Group Limited - American Depositary Shares | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −4.9% | −5.4% | −13.2% | −27.8% | | PDF ↗ |
| Nov 21 | UBERUber Technologies, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | +1.1% | −12.1% | −16.1% | −21.8% | | PDF ↗ |
| Nov 21 | UTHRUnited Therapeutics Corporation - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | 0.0% | +12.8% | +12.8% | +39.7% | | PDF ↗ |
| Nov 21 | UNHUnitedHealth Group Incorporated Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −3.2% | −5.4% | +3.3% | +2.9% | | PDF ↗ |
| Nov 21 | UNMUnum Group Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −4.1% | +0.6% | +0.5% | +1.4% | | PDF ↗ |
| Nov 21 | UEUrban Edge Properties Common Shares of Beneficial Interest | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −6.9% | −7.7% | −4.5% | +7.8% | | PDF ↗ |
| Nov 21 | VALEVALE S.A. American Depositary Shares Each Representing one common share | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | +6.0% | +6.0% | +41.8% | +50.5% | | PDF ↗ |
| Nov 21 | VRTVertiv Holdings, LLC Class A Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −1.6% | −14.1% | −1.9% | +73.8% | | PDF ↗ |
| Nov 21 | VVisa Inc. | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −2.0% | −5.6% | −6.1% | −10.9% | | PDF ↗ |
| Nov 21 | VSTVistra Corp. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −6.5% | −13.1% | −17.8% | −18.4% | | PDF ↗ |
| Nov 21 | WRBW.R. Berkley Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −0.1% | +4.1% | −10.9% | −11.8% | | PDF ↗ |
| Nov 21 | WMTWalmart Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −4.7% | −0.8% | +10.9% | +22.4% | | PDF ↗ |
| Nov 21 | WSFSWSFS Financial Corporation - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | −0.6% | +6.4% | +27.6% | +32.3% | | PDF ↗ |
| Nov 21 | WYNNWynn Resorts, Limited - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 31 | 21 | +0.6% | −4.7% | −12.9% | −16.9% | | PDF ↗ |
| Nov 21 | AAPLApple Inc. - Common Stock | ▲ BUY | Spouse | $15K–$50K | Oct 30 | 22 | +2.9% | +3.3% | −5.6% | +3.1% | | PDF ↗ |
| Nov 21 | AAPLApple Inc. - Common Stock | ▼ SELL | Spouse | $15K–$50K | Oct 30 | 22 | +2.9% | +3.3% | −5.6% | +3.1% | | PDF ↗ |
| Nov 21 | MSFTMicrosoft Corporation - Common Stock | ▲ BUY | Spouse | $15K–$50K | Oct 30 | 22 | −3.1% | −9.8% | −11.0% | −18.9% | | PDF ↗ |
| Nov 21 | MSFTMicrosoft Corporation - Common Stock | ▼ SELL | Spouse | $15K–$50K | Oct 30 | 22 | −3.1% | −9.8% | −11.0% | −18.9% | | PDF ↗ |
| Nov 21 | NVDANVIDIA Corporation - Common Stock | ▲ BUY | Spouse | $15K–$50K | Oct 30 | 22 | +8.7% | −4.0% | +0.8% | +11.8% | | PDF ↗ |
| Nov 21 | NVDANVIDIA Corporation - Common Stock | ▼ SELL | Spouse | $15K–$50K | Oct 30 | 22 | +8.7% | −4.0% | +0.8% | +11.8% | | PDF ↗ |
| Nov 21 | ABBVAbbVie Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −4.4% | +3.6% | −1.8% | −13.3% | | PDF ↗ |
| Nov 21 | ABBVAbbVie Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −4.4% | +3.6% | −1.8% | −13.3% | | PDF ↗ |
| Nov 21 | ACIWACI Worldwide, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | | | | | | PDF ↗ |
| Nov 21 | ACIWACI Worldwide, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | | | | | | PDF ↗ |
| Nov 21 | AMDAdvanced Micro Devices, Inc. | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | +1.3% | −19.4% | +2.7% | +37.5% | | PDF ↗ |
| Nov 21 | AMDAdvanced Micro Devices, Inc. | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | +1.3% | −19.4% | +2.7% | +37.5% | | PDF ↗ |
| Nov 21 | AKAMAkamai Technologies, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | +19.6% | +17.5% | +28.3% | +25.7% | | PDF ↗ |
| Nov 21 | AKAMAkamai Technologies, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | +19.6% | +17.5% | +28.3% | +25.7% | | PDF ↗ |
| Nov 21 | ALEXAlexander & Baldwin, Inc. Common Stock REIT Holding Company | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −6.2% | −8.0% | +21.9% | | | PDF ↗ |
| Nov 21 | ALEXAlexander & Baldwin, Inc. Common Stock REIT Holding Company | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −6.2% | −8.0% | +21.9% | | | PDF ↗ |
| Nov 21 | BABAAlibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −2.4% | −12.5% | +0.5% | −24.1% | | PDF ↗ |
| Nov 21 | BABAAlibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −2.4% | −12.5% | +0.5% | −24.1% | | PDF ↗ |
| Nov 21 | ALLEAllegion plc Ordinary Shares | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −5.1% | −7.5% | −5.9% | −16.9% | | PDF ↗ |
| Nov 21 | ALLEAllegion plc Ordinary Shares | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −5.1% | −7.5% | −5.9% | −16.9% | | PDF ↗ |
| Nov 21 | GOOGLAlphabet Inc. - Class A Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | +8.2% | +15.3% | +26.2% | +32.5% | | PDF ↗ |
| Nov 21 | GOOGLAlphabet Inc. - Class A Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | +8.2% | +15.3% | +26.2% | +32.5% | | PDF ↗ |
| Nov 21 | GOOGAlphabet Inc. - Class C Capital Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | +6.7% | +15.0% | +26.1% | +31.4% | | PDF ↗ |
| Nov 21 | GOOGAlphabet Inc. - Class C Capital Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | +6.7% | +15.0% | +26.1% | +31.4% | | PDF ↗ |
| Nov 21 | AXPAmerican Express Company Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | +3.1% | +1.8% | −1.3% | −7.2% | | PDF ↗ |
| Nov 21 | AXPAmerican Express Company Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | +3.1% | +1.8% | −1.3% | −7.2% | | PDF ↗ |
| Nov 21 | AMHAmerican Homes 4 Rent Common Shares of Beneficial Interest | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | −3.7% | −4.1% | −8.4% | | PDF ↗ |
| Nov 21 | AMHAmerican Homes 4 Rent Common Shares of Beneficial Interest | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | −3.7% | −4.1% | −8.4% | | PDF ↗ |
| Nov 21 | APPFAppFolio, Inc. - Class A Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | −13.0% | −29.8% | −35.4% | | PDF ↗ |
| Nov 21 | APPFAppFolio, Inc. - Class A Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | −13.0% | −29.8% | −35.4% | | PDF ↗ |
| Nov 21 | ASMLASML Holding N.V. - New York Registry Shares | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | +2.5% | +0.8% | +34.5% | +41.1% | | PDF ↗ |
| Nov 21 | ASMLASML Holding N.V. - New York Registry Shares | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | +2.5% | +0.8% | +34.5% | +41.1% | | PDF ↗ |
| Nov 21 | AZNAstraZeneca PLC - American Depositary Shares | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | +0.2% | +10.7% | | | | PDF ↗ |
| Nov 21 | AZNAstraZeneca PLC - American Depositary Shares | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | +0.2% | +10.7% | | | | PDF ↗ |
| Nov 21 | AVBAvalonBay Communities, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | +2.2% | +2.8% | | | PDF ↗ |
| Nov 21 | AVBAvalonBay Communities, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | +2.2% | +2.8% | | | PDF ↗ |
| Nov 21 | BACBank of America Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | +1.7% | −1.9% | +1.2% | +0.2% | | PDF ↗ |
| Nov 21 | BACBank of America Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | +1.7% | −1.9% | +1.2% | +0.2% | | PDF ↗ |
| Nov 21 | BCSBarclays PLC Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | +3.2% | −3.4% | +26.1% | +12.7% | | PDF ↗ |
| Nov 21 | BCSBarclays PLC Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | +3.2% | −3.4% | +26.1% | +12.7% | | PDF ↗ |
| Nov 21 | BAXBaxter International Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −3.6% | −4.4% | +4.7% | −6.4% | | PDF ↗ |
| Nov 21 | BAXBaxter International Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −3.6% | −4.4% | +4.7% | −6.4% | | PDF ↗ |
| Nov 21 | BRK-BBerkshire Hathaway Inc. New Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −0.1% | +4.0% | −2.7% | −2.8% | | PDF ↗ |
| Nov 21 | BRK-BBerkshire Hathaway Inc. New Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −0.1% | +4.0% | −2.7% | −2.8% | | PDF ↗ |
| Nov 21 | BHPBHP Group Limited American Depositary Shares | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | +2.6% | −3.5% | +21.4% | +40.5% | | PDF ↗ |
| Nov 21 | BHPBHP Group Limited American Depositary Shares | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | +2.6% | −3.5% | +21.4% | +40.5% | | PDF ↗ |
| Nov 21 | BLBlackLine, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | +4.9% | +0.5% | −0.1% | −41.9% | | PDF ↗ |
| Nov 21 | BLBlackLine, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | +4.9% | +0.5% | −0.1% | −41.9% | | PDF ↗ |
| Nov 21 | BSXBoston Scientific Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −1.7% | −1.4% | −9.7% | −39.4% | | PDF ↗ |
| Nov 21 | BSXBoston Scientific Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −1.7% | −1.4% | −9.7% | −39.4% | | PDF ↗ |
| Nov 21 | BPBP p.l.c. Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | +3.3% | +4.2% | +5.8% | +33.9% | | PDF ↗ |
| Nov 21 | BPBP p.l.c. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | +3.3% | +4.2% | +5.8% | +33.9% | | PDF ↗ |
| Nov 21 | BCOBrinks Company | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −1.0% | −1.0% | +11.7% | −6.1% | | PDF ↗ |
| Nov 21 | BCOBrinks Company | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −1.0% | −1.0% | +11.7% | −6.1% | | PDF ↗ |
| Nov 21 | AVGOBroadcom Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | +4.4% | +6.7% | −9.6% | +19.4% | | PDF ↗ |
| Nov 21 | AVGOBroadcom Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | +4.4% | +6.7% | −9.6% | +19.4% | | PDF ↗ |
| Nov 21 | BROBrown & Brown, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −0.7% | 0.0% | −1.4% | −21.4% | | PDF ↗ |
| Nov 21 | BROBrown & Brown, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −0.7% | 0.0% | −1.4% | −21.4% | | PDF ↗ |
| Nov 21 | BWXTBWX Technologies, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −7.3% | −18.2% | −3.6% | +1.1% | | PDF ↗ |
| Nov 21 | BWXTBWX Technologies, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −7.3% | −18.2% | −3.6% | +1.1% | | PDF ↗ |
| Nov 21 | CACICACI International, Inc. Class A Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | +4.2% | | | | PDF ↗ |
| Nov 21 | CACICACI International, Inc. Class A Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | +4.2% | | | | PDF ↗ |
| Nov 21 | CASYCaseys General Stores, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | +5.1% | +21.8% | +49.2% | | PDF ↗ |
| Nov 21 | CASYCaseys General Stores, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | +5.1% | +21.8% | +49.2% | | PDF ↗ |
| Nov 21 | CHRDChord Energy Corporation - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −1.9% | +1.5% | +3.3% | +58.0% | | PDF ↗ |
| Nov 21 | CHRDChord Energy Corporation - Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −1.9% | +1.5% | +3.3% | +58.0% | | PDF ↗ |
| Nov 21 | CIENCiena Corporation | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | +7.3% | +11.9% | +33.4% | +185.3% | | PDF ↗ |
| Nov 21 | CIENCiena Corporation | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | +7.3% | +11.9% | +33.4% | +185.3% | | PDF ↗ |
| Nov 21 | CLXClorox Company | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −8.3% | −10.3% | −2.0% | | | PDF ↗ |
| Nov 21 | CLXClorox Company | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −8.3% | −10.3% | −2.0% | | | PDF ↗ |
| Nov 21 | KOCoca-Cola Company | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −1.2% | +4.6% | +4.8% | +9.9% | | PDF ↗ |
| Nov 21 | KOCoca-Cola Company | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −1.2% | +4.6% | +4.8% | +9.9% | | PDF ↗ |
| Nov 21 | COHRCoherent Corp. | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | +23.2% | +7.9% | +71.0% | +135.8% | | PDF ↗ |
| Nov 21 | COHRCoherent Corp. | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | +23.2% | +7.9% | +71.0% | +135.8% | | PDF ↗ |
| Nov 21 | COPConocoPhillips Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −2.8% | −1.7% | +16.6% | +31.7% | | PDF ↗ |
| Nov 21 | COPConocoPhillips Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −2.8% | −1.7% | +16.6% | +31.7% | | PDF ↗ |
| Nov 21 | CEGConstellation Energy Corporation - Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | −10.3% | −23.4% | −16.4% | | PDF ↗ |
| Nov 21 | CEGConstellation Energy Corporation - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | −10.3% | −23.4% | −16.4% | | PDF ↗ |
| Nov 21 | CNMCore & Main, Inc. Class A Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −5.0% | −15.4% | +8.4% | −5.9% | | PDF ↗ |
| Nov 21 | CNMCore & Main, Inc. Class A Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −5.0% | −15.4% | +8.4% | −5.9% | | PDF ↗ |
| Nov 21 | CMICummins Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | +9.8% | +12.1% | +37.3% | +48.8% | | PDF ↗ |
| Nov 21 | CMICummins Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | +9.8% | +12.1% | +37.3% | +48.8% | | PDF ↗ |
| Nov 21 | CVSCVS Health Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | −0.2% | +6.2% | −0.3% | | PDF ↗ |
| Nov 21 | CVSCVS Health Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | −0.2% | +6.2% | −0.3% | | PDF ↗ |
| Nov 21 | DHID.R. Horton, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | +0.5% | −1.1% | +0.2% | +7.8% | | PDF ↗ |
| Nov 21 | DHID.R. Horton, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | +0.5% | −1.1% | +0.2% | +7.8% | | PDF ↗ |
| Nov 21 | DRIDarden Restaurants, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −2.5% | | +11.6% | +7.5% | | PDF ↗ |
| Nov 21 | DRIDarden Restaurants, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −2.5% | | +11.6% | +7.5% | | PDF ↗ |
| Nov 21 | DDOGDatadog, Inc. - Class A Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | +0.7% | +1.3% | −10.2% | −15.2% | | PDF ↗ |
| Nov 21 | DDOGDatadog, Inc. - Class A Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | +0.7% | +1.3% | −10.2% | −15.2% | | PDF ↗ |
| Nov 21 | SREDBA Sempra Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −0.8% | −0.8% | −0.7% | −0.8% | | PDF ↗ |
| Nov 21 | SREDBA Sempra Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −0.8% | −0.8% | −0.7% | −0.8% | | PDF ↗ |
| Nov 21 | DELLDell Technologies Inc. Class C Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | +2.1% | −19.8% | −27.2% | +36.2% | | PDF ↗ |
| Nov 21 | DELLDell Technologies Inc. Class C Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | +2.1% | −19.8% | −27.2% | +36.2% | | PDF ↗ |
| Nov 21 | DALDelta Air Lines, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | −3.9% | +14.5% | +11.9% | | PDF ↗ |
| Nov 21 | DALDelta Air Lines, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | −3.9% | +14.5% | +11.9% | | PDF ↗ |
| Nov 21 | DKSDick's Sporting Goods Inc Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | −9.1% | −10.2% | −1.3% | | PDF ↗ |
| Nov 21 | DKSDick's Sporting Goods Inc Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | −9.1% | −10.2% | −1.3% | | PDF ↗ |
| Nov 21 | DUKDuke Energy Corporation | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | −0.2% | −1.6% | +2.9% | | PDF ↗ |
| Nov 21 | DUKDuke Energy Corporation | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | −0.2% | −1.6% | +2.9% | | PDF ↗ |
| Nov 21 | ETNEaton Corporation, PLC Ordinary Shares | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | +2.4% | −8.1% | −12.0% | +8.0% | | PDF ↗ |
| Nov 21 | ETNEaton Corporation, PLC Ordinary Shares | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | +2.4% | −8.1% | −12.0% | +8.0% | | PDF ↗ |
| Nov 21 | SATSEchoStar Corporation - Common stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | −7.7% | +70.0% | +58.0% | | PDF ↗ |
| Nov 21 | SATSEchoStar Corporation - Common stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | −7.7% | +70.0% | +58.0% | | PDF ↗ |
| Nov 21 | ECLEcolab Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −8.3% | −4.5% | +0.8% | −3.7% | | PDF ↗ |
| Nov 21 | ECLEcolab Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −8.3% | −4.5% | +0.8% | −3.7% | | PDF ↗ |
| Nov 21 | EMEEMCOR Group, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | −25.2% | −6.0% | +12.0% | | PDF ↗ |
| Nov 21 | EMEEMCOR Group, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | −25.2% | −6.0% | +12.0% | | PDF ↗ |
| Nov 21 | EHCEncompass Health Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | −11.4% | −26.2% | −19.8% | | PDF ↗ |
| Nov 21 | EHCEncompass Health Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | −11.4% | −26.2% | −19.8% | | PDF ↗ |
| Nov 21 | ENTGEntegris, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −0.2% | −19.6% | +31.6% | +70.6% | | PDF ↗ |
| Nov 21 | ENTGEntegris, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −0.2% | −19.6% | +31.6% | +70.6% | | PDF ↗ |
| Nov 21 | WTRGEssential Utilities, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | +4.2% | +1.9% | | | PDF ↗ |
| Nov 21 | WTRGEssential Utilities, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | +4.2% | +1.9% | | | PDF ↗ |
| Nov 21 | EXCExelon Corporation | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −3.9% | −3.8% | −8.3% | −3.0% | | PDF ↗ |
| Nov 21 | EXCExelon Corporation | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −3.9% | −3.8% | −8.3% | −3.0% | | PDF ↗ |
| Nov 21 | XOMExxon Mobil Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −1.5% | +1.5% | +17.0% | +29.0% | | PDF ↗ |
| Nov 21 | XOMExxon Mobil Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −1.5% | +1.5% | +17.0% | +29.0% | | PDF ↗ |
| Nov 21 | FNFabrinet Ordinary Shares | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | −19.8% | +2.6% | +31.0% | | PDF ↗ |
| Nov 21 | FNFabrinet Ordinary Shares | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | −19.8% | +2.6% | +31.0% | | PDF ↗ |
| Nov 21 | FIVEFive Below, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | | | | | | PDF ↗ |
| Nov 21 | FIVEFive Below, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | | | | | | PDF ↗ |
| Nov 21 | FMCFMC Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | | | | | | PDF ↗ |
| Nov 21 | FMCFMC Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | | | | | | PDF ↗ |
| Nov 21 | FTNTFortinet, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −0.1% | −6.5% | −4.3% | −4.0% | | PDF ↗ |
| Nov 21 | FTNTFortinet, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −0.1% | −6.5% | −4.3% | −4.0% | | PDF ↗ |
| Nov 21 | ITGartner, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | −1.2% | | −36.6% | | PDF ↗ |
| Nov 21 | ITGartner, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | −1.2% | | −36.6% | | PDF ↗ |
| Nov 21 | GTYGetty Realty Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −1.9% | | +5.6% | +19.9% | | PDF ↗ |
| Nov 21 | GTYGetty Realty Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −1.9% | | +5.6% | +19.9% | | PDF ↗ |
| Nov 21 | GSGoldman Sachs Group, Inc. | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | +0.7% | +5.4% | +18.6% | +18.2% | | PDF ↗ |
| Nov 21 | GSGoldman Sachs Group, Inc. | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | +0.7% | +5.4% | +18.6% | +18.2% | | PDF ↗ |
| Nov 21 | GSKGSK plc American Depositary Shares | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | +6.1% | +8.0% | +14.6% | +24.1% | | PDF ↗ |
| Nov 21 | GSKGSK plc American Depositary Shares | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | +6.1% | +8.0% | +14.6% | +24.1% | | PDF ↗ |
| Nov 21 | HASHasbro, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −0.5% | +3.3% | +15.6% | +24.0% | | PDF ↗ |
| Nov 21 | HASHasbro, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −0.5% | +3.3% | +15.6% | +24.0% | | PDF ↗ |
| Nov 21 | HDBHDFC Bank Limited Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −1.5% | −0.2% | −12.8% | −27.7% | | PDF ↗ |
| Nov 21 | HDBHDFC Bank Limited Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −1.5% | −0.2% | −12.8% | −27.7% | | PDF ↗ |
| Nov 21 | HPEHewlett Packard Enterprise Company Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −2.9% | −10.1% | −11.1% | +15.4% | | PDF ↗ |
| Nov 21 | HPEHewlett Packard Enterprise Company Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −2.9% | −10.1% | −11.1% | +15.4% | | PDF ↗ |
| Nov 21 | HOMBHome BancShares, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | +0.4% | +3.8% | +4.6% | −3.3% | | PDF ↗ |
| Nov 21 | HOMBHome BancShares, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | +0.4% | +3.8% | +4.6% | −3.3% | | PDF ↗ |
| Nov 21 | HMCHonda Motor Company, Ltd. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −3.2% | −6.2% | −6.7% | −20.7% | | PDF ↗ |
| Nov 21 | HMCHonda Motor Company, Ltd. Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −3.2% | −6.2% | −6.7% | −20.7% | | PDF ↗ |
| Nov 21 | HWMHowmet Aerospace Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | +3.7% | +3.1% | +8.3% | | | PDF ↗ |
| Nov 21 | HWMHowmet Aerospace Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | +3.7% | +3.1% | +8.3% | | | PDF ↗ |
| Nov 21 | HUMHumana Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | −12.1% | −30.7% | −20.1% | | PDF ↗ |
| Nov 21 | HUMHumana Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | −12.1% | −30.7% | −20.1% | | PDF ↗ |
| Nov 21 | IEXIDEX Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | | +15.3% | | | PDF ↗ |
| Nov 21 | IEXIDEX Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | | +15.3% | | | PDF ↗ |
| Nov 21 | ITWIllinois Tool Works Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | +0.8% | +2.6% | +6.7% | +12.0% | | PDF ↗ |
| Nov 21 | ITWIllinois Tool Works Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | +0.8% | +2.6% | +6.7% | +12.0% | | PDF ↗ |
| Nov 21 | ILMNIllumina, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | +24.6% | +26.6% | +53.7% | | | PDF ↗ |
| Nov 21 | ILMNIllumina, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | +24.6% | +26.6% | +53.7% | | | PDF ↗ |
| Nov 21 | INGING Group, N.V. Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | +2.6% | +2.2% | +17.9% | +15.7% | | PDF ↗ |
| Nov 21 | INGING Group, N.V. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | +2.6% | +2.2% | +17.9% | +15.7% | | PDF ↗ |
| Nov 21 | ITTITT Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | −3.3% | −0.8% | +18.5% | | PDF ↗ |
| Nov 21 | ITTITT Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | −3.3% | −0.8% | +18.5% | | PDF ↗ |
| Nov 21 | JDJD.com, Inc. - American Depositary Shares | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −0.5% | −12.2% | −10.1% | −8.8% | | PDF ↗ |
| Nov 21 | JDJD.com, Inc. - American Depositary Shares | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −0.5% | −12.2% | −10.1% | −8.8% | | PDF ↗ |
| Nov 21 | JNJJohnson & Johnson Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −1.7% | +7.1% | +15.7% | +18.4% | | PDF ↗ |
| Nov 21 | JNJJohnson & Johnson Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −1.7% | +7.1% | +15.7% | +18.4% | | PDF ↗ |
| Nov 21 | JPMJP Morgan Chase & Co. Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | +3.6% | +2.4% | +0.2% | +2.6% | | PDF ↗ |
| Nov 21 | JPMJP Morgan Chase & Co. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | +3.6% | +2.4% | +0.2% | +2.6% | | PDF ↗ |
| Nov 21 | KVUEKenvue Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −4.2% | +10.9% | +18.7% | +16.6% | | PDF ↗ |
| Nov 21 | KVUEKenvue Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −4.2% | +10.9% | +18.7% | +16.6% | | PDF ↗ |
| Nov 21 | KRGKite Realty Group Trust Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | +0.8% | +2.5% | | +17.0% | | PDF ↗ |
| Nov 21 | KRGKite Realty Group Trust Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | +0.8% | +2.5% | | +17.0% | | PDF ↗ |
| Nov 21 | LLoews Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | +9.6% | +13.4% | +14.9% | | PDF ↗ |
| Nov 21 | LLoews Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | +9.6% | +13.4% | +14.9% | | PDF ↗ |
| Nov 21 | LPXLouisiana-Pacific Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | −11.6% | −2.3% | −17.0% | | PDF ↗ |
| Nov 21 | LPXLouisiana-Pacific Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | −11.6% | −2.3% | −17.0% | | PDF ↗ |
| Nov 21 | MGYMagnolia Oil & Gas Corporation Class A Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −3.7% | +0.7% | +6.9% | +22.6% | | PDF ↗ |
| Nov 21 | MGYMagnolia Oil & Gas Corporation Class A Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −3.7% | +0.7% | +6.9% | +22.6% | | PDF ↗ |
| Nov 21 | MTZMasTec, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −10.3% | +0.1% | +14.4% | +75.0% | | PDF ↗ |
| Nov 21 | MTZMasTec, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −10.3% | +0.1% | +14.4% | +75.0% | | PDF ↗ |
| Nov 21 | MCDMcDonald's Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −3.3% | +0.6% | −0.2% | +0.4% | | PDF ↗ |
| Nov 21 | MCDMcDonald's Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −3.3% | +0.6% | −0.2% | +0.4% | | PDF ↗ |
| Nov 21 | METAMeta Platforms, Inc. - Class A Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −12.2% | −19.5% | −10.8% | −8.6% | | PDF ↗ |
| Nov 21 | METAMeta Platforms, Inc. - Class A Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −12.2% | −19.5% | −10.8% | −8.6% | | PDF ↗ |
| Nov 21 | MGPIMGP Ingredients, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | −1.4% | +4.9% | −16.4% | | PDF ↗ |
| Nov 21 | MGPIMGP Ingredients, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | −1.4% | +4.9% | −16.4% | | PDF ↗ |
| Nov 21 | MKSIMKS Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −0.4% | +2.5% | +73.6% | +100.0% | | PDF ↗ |
| Nov 21 | MKSIMKS Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −0.4% | +2.5% | +73.6% | +100.0% | | PDF ↗ |
| Nov 21 | NFLXNetflix, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | +1.5% | | | | | PDF ↗ |
| Nov 21 | NFLXNetflix, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | +1.5% | | | | | PDF ↗ |
| Nov 21 | NTRSNorthern Trust Corporation - Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | +3.6% | +3.5% | +20.2% | +26.7% | | PDF ↗ |
| Nov 21 | NTRSNorthern Trust Corporation - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | +3.6% | +3.5% | +20.2% | +26.7% | | PDF ↗ |
| Nov 21 | NCLHNorwegian Cruise Line Holdings Ltd. Ordinary Shares | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | +0.3% | −20.6% | +2.6% | −18.6% | | PDF ↗ |
| Nov 21 | NCLHNorwegian Cruise Line Holdings Ltd. Ordinary Shares | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | +0.3% | −20.6% | +2.6% | −18.6% | | PDF ↗ |
| Nov 21 | NVSNovartis AG Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | +1.0% | +3.2% | +21.6% | +18.6% | | PDF ↗ |
| Nov 21 | NVSNovartis AG Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | +1.0% | +3.2% | +21.6% | +18.6% | | PDF ↗ |
| Nov 21 | NVONovo Nordisk A/S Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −6.6% | −15.1% | +17.6% | −22.3% | | PDF ↗ |
| Nov 21 | NVONovo Nordisk A/S Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −6.6% | −15.1% | +17.6% | −22.3% | | PDF ↗ |
| Nov 21 | OPCHOption Care Health, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −0.7% | +19.1% | +29.3% | +6.0% | | PDF ↗ |
| Nov 21 | OPCHOption Care Health, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −0.7% | +19.1% | +29.3% | +6.0% | | PDF ↗ |
| Nov 21 | ORCLOracle Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −9.0% | −29.8% | −40.3% | −38.8% | | PDF ↗ |
| Nov 21 | ORCLOracle Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −9.0% | −29.8% | −40.3% | −38.8% | | PDF ↗ |
| Nov 21 | ORLYO'Reilly Automotive, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | +2.4% | +2.0% | −4.3% | | PDF ↗ |
| Nov 21 | ORLYO'Reilly Automotive, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | +2.4% | +2.0% | −4.3% | | PDF ↗ |
| Nov 21 | OSKOshkosh Corporation | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | −7.6% | +11.2% | +8.8% | | PDF ↗ |
| Nov 21 | OSKOshkosh Corporation | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | −7.6% | +11.2% | +8.8% | | PDF ↗ |
| Nov 21 | OTISOtis Worldwide Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −1.2% | | −5.3% | −12.3% | | PDF ↗ |
| Nov 21 | OTISOtis Worldwide Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −1.2% | | −5.3% | −12.3% | | PDF ↗ |
| Nov 21 | PLTRPalantir Technologies Inc. - Class A Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | +8.6% | −16.1% | −8.1% | −22.5% | | PDF ↗ |
| Nov 21 | PLTRPalantir Technologies Inc. - Class A Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | +8.6% | −16.1% | −8.1% | −22.5% | | PDF ↗ |
| Nov 21 | PDDPDD Holdings Inc. - American Depositary Shares | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | +1.4% | −3.7% | −24.6% | −27.1% | | PDF ↗ |
| Nov 21 | PDDPDD Holdings Inc. - American Depositary Shares | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | +1.4% | −3.7% | −24.6% | −27.1% | | PDF ↗ |
| Nov 21 | PEPPepsico, Inc. | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −6.4% | −4.1% | −5.3% | +1.8% | | PDF ↗ |
| Nov 21 | PEPPepsico, Inc. | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −6.4% | −4.1% | −5.3% | +1.8% | | PDF ↗ |
| Nov 21 | PFGCPerformance Food Group Company Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −3.5% | −5.9% | −5.4% | | | PDF ↗ |
| Nov 21 | PFGCPerformance Food Group Company Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −3.5% | −5.9% | −5.4% | | | PDF ↗ |
| Nov 21 | PIIPolaris Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −7.8% | −10.6% | −2.9% | −6.6% | | PDF ↗ |
| Nov 21 | PIIPolaris Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −7.8% | −10.6% | −2.9% | −6.6% | | PDF ↗ |
| Nov 21 | PFGPrincipal Financial Group Inc | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | +2.6% | +7.3% | +20.5% | | PDF ↗ |
| Nov 21 | PFGPrincipal Financial Group Inc | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | +2.6% | +7.3% | +20.5% | | PDF ↗ |
| Nov 21 | PSTGPure Storage, Inc. Class A Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | +5.2% | −16.4% | −22.6% | | | PDF ↗ |
| Nov 21 | PSTGPure Storage, Inc. Class A Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | +5.2% | −16.4% | −22.6% | | | PDF ↗ |
| Nov 21 | QLYSQualys, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | | −9.2% | −42.3% | | PDF ↗ |
| Nov 21 | QLYSQualys, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | | −9.2% | −42.3% | | PDF ↗ |
| Nov 21 | PWRQuanta Services, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | +1.7% | +1.2% | +9.2% | +45.7% | | PDF ↗ |
| Nov 21 | PWRQuanta Services, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | +1.7% | +1.2% | +9.2% | +45.7% | | PDF ↗ |
| Nov 21 | RBARB Global, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −2.5% | −6.1% | +15.4% | +2.4% | | PDF ↗ |
| Nov 21 | RBARB Global, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −2.5% | −6.1% | +15.4% | +2.4% | | PDF ↗ |
| Nov 21 | RFRegions Financial Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −1.3% | +3.5% | +23.9% | +15.0% | | PDF ↗ |
| Nov 21 | RFRegions Financial Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −1.3% | +3.5% | +23.9% | +15.0% | | PDF ↗ |
| Nov 21 | RGENRepligen Corporation - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | +3.3% | +11.1% | +1.2% | −23.8% | | PDF ↗ |
| Nov 21 | RGENRepligen Corporation - Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | +3.3% | +11.1% | +1.2% | −23.8% | | PDF ↗ |
| Nov 21 | RIORio Tinto Plc Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −2.3% | −2.8% | +25.6% | +38.4% | | PDF ↗ |
| Nov 21 | RIORio Tinto Plc Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −2.3% | −2.8% | +25.6% | +38.4% | | PDF ↗ |
| Nov 21 | ROIVRoivant Sciences Ltd. - Common Shares | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | +7.6% | +11.0% | +26.1% | +50.4% | | PDF ↗ |
| Nov 21 | ROIVRoivant Sciences Ltd. - Common Shares | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | +7.6% | +11.0% | +26.1% | +50.4% | | PDF ↗ |
| Nov 21 | SNDKSandisk Corporation - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | +23.3% | +22.5% | +169.9% | +463.9% | | PDF ↗ |
| Nov 21 | SNDKSandisk Corporation - Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | +23.3% | +22.5% | +169.9% | +463.9% | | PDF ↗ |
| Nov 21 | SAPSAP SE ADS | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −2.1% | −11.8% | −25.7% | −35.0% | | PDF ↗ |
| Nov 21 | SAPSAP SE ADS | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −2.1% | −11.8% | −25.7% | −35.0% | | PDF ↗ |
| Nov 21 | SAICScience Applications International Corporation - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −2.8% | −6.9% | +10.2% | −0.3% | | PDF ↗ |
| Nov 21 | SAICScience Applications International Corporation - Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −2.8% | −6.9% | +10.2% | −0.3% | | PDF ↗ |
| Nov 21 | SBCFSeacoast Banking Corporation of Florida - Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −3.7% | | +6.1% | −0.6% | | PDF ↗ |
| Nov 21 | SBCFSeacoast Banking Corporation of Florida - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −3.7% | | +6.1% | −0.6% | | PDF ↗ |
| Nov 21 | SHWSherwin-Williams Company | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −2.6% | | +1.0% | −5.2% | | PDF ↗ |
| Nov 21 | SHWSherwin-Williams Company | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −2.6% | | +1.0% | −5.2% | | PDF ↗ |
| Nov 21 | SLBSLB Limited Common Shares | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | +0.6% | +1.0% | +37.2% | +56.7% | | PDF ↗ |
| Nov 21 | SLBSLB Limited Common Shares | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | +0.6% | +1.0% | +37.2% | +56.7% | | PDF ↗ |
| Nov 21 | SGISomnigroup International Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −3.6% | +6.0% | +12.4% | −4.1% | | PDF ↗ |
| Nov 21 | SGISomnigroup International Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −3.6% | +6.0% | +12.4% | −4.1% | | PDF ↗ |
| Nov 21 | SONYSony Group Corporation American Depositary Shares | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | +2.5% | −18.8% | −28.3% | | PDF ↗ |
| Nov 21 | SONYSony Group Corporation American Depositary Shares | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | +2.5% | −18.8% | −28.3% | | PDF ↗ |
| Nov 21 | SRSpire Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | −1.6% | −3.9% | +4.6% | | PDF ↗ |
| Nov 21 | SRSpire Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | −1.6% | −3.9% | +4.6% | | PDF ↗ |
| Nov 21 | SFMSprouts Farmers Market, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −25.5% | −22.5% | −32.2% | −31.5% | | PDF ↗ |
| Nov 21 | SFMSprouts Farmers Market, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −25.5% | −22.5% | −32.2% | −31.5% | | PDF ↗ |
| Nov 21 | SFStifel Financial Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | +1.3% | +0.5% | +9.2% | −30.2% | | PDF ↗ |
| Nov 21 | SFStifel Financial Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | +1.3% | +0.5% | +9.2% | −30.2% | | PDF ↗ |
| Nov 21 | SYYSysco Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −6.5% | −2.7% | −3.0% | −2.2% | | PDF ↗ |
| Nov 21 | SYYSysco Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −6.5% | −2.7% | −3.0% | −2.2% | | PDF ↗ |
| Nov 21 | TSMTaiwan Semiconductor Manufacturing Company Ltd. | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −0.3% | −6.7% | +13.5% | +36.4% | | PDF ↗ |
| Nov 21 | TSMTaiwan Semiconductor Manufacturing Company Ltd. | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −0.3% | −6.7% | +13.5% | +36.4% | | PDF ↗ |
| Nov 21 | TMHCTaylor Morrison Home Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | | +7.5% | | | PDF ↗ |
| Nov 21 | TMHCTaylor Morrison Home Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | | +7.5% | | | PDF ↗ |
| Nov 21 | TERTeradyne, Inc. | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | +26.0% | +16.6% | +74.6% | +112.3% | | PDF ↗ |
| Nov 21 | TERTeradyne, Inc. | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | +26.0% | +16.6% | +74.6% | +112.3% | | PDF ↗ |
| Nov 21 | TSLATesla, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −0.9% | −15.1% | −2.5% | −18.3% | | PDF ↗ |
| Nov 21 | TSLATesla, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −0.9% | −15.1% | −2.5% | −18.3% | | PDF ↗ |
| Nov 21 | TXTTextron Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | +1.3% | +2.2% | +16.8% | +8.3% | | PDF ↗ |
| Nov 21 | TXTTextron Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | +1.3% | +2.2% | +16.8% | +8.3% | | PDF ↗ |
| Nov 21 | BKThe Bank of New York Mellon Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | +2.8% | +5.5% | +12.3% | +24.1% | | PDF ↗ |
| Nov 21 | BKThe Bank of New York Mellon Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | +2.8% | +5.5% | +12.3% | +24.1% | | PDF ↗ |
| Nov 21 | SJMThe J.M. Smucker Company Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | +0.5% | −0.2% | | | PDF ↗ |
| Nov 21 | SJMThe J.M. Smucker Company Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | +0.5% | −0.2% | | | PDF ↗ |
| Nov 21 | TMOThermo Fisher Scientific Inc Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −1.3% | +2.6% | +8.1% | −18.0% | | PDF ↗ |
| Nov 21 | TMOThermo Fisher Scientific Inc Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −1.3% | +2.6% | +8.1% | −18.0% | | PDF ↗ |
| Nov 21 | TMUST-Mobile US, Inc. | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −8.9% | −5.1% | −15.6% | −10.4% | | PDF ↗ |
| Nov 21 | TMUST-Mobile US, Inc. | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −8.9% | −5.1% | −15.6% | −10.4% | | PDF ↗ |
| Nov 21 | TCOMTrip.com Group Limited - American Depositary Shares | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −4.9% | −5.4% | −13.2% | −27.8% | | PDF ↗ |
| Nov 21 | TCOMTrip.com Group Limited - American Depositary Shares | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −4.9% | −5.4% | −13.2% | −27.8% | | PDF ↗ |
| Nov 21 | UBERUber Technologies, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | +1.1% | −12.1% | −16.1% | −21.8% | | PDF ↗ |
| Nov 21 | UBERUber Technologies, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | +1.1% | −12.1% | −16.1% | −21.8% | | PDF ↗ |
| Nov 21 | UTHRUnited Therapeutics Corporation - Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | +12.8% | +12.8% | +39.7% | | PDF ↗ |
| Nov 21 | UTHRUnited Therapeutics Corporation - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | 0.0% | +12.8% | +12.8% | +39.7% | | PDF ↗ |
| Nov 21 | UNHUnitedHealth Group Incorporated Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −3.2% | −5.4% | +3.3% | +2.9% | | PDF ↗ |
| Nov 21 | UNHUnitedHealth Group Incorporated Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −3.2% | −5.4% | +3.3% | +2.9% | | PDF ↗ |
| Nov 21 | UNMUnum Group Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −4.1% | +0.6% | +0.5% | +1.4% | | PDF ↗ |
| Nov 21 | UNMUnum Group Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −4.1% | +0.6% | +0.5% | +1.4% | | PDF ↗ |
| Nov 21 | UEUrban Edge Properties Common Shares of Beneficial Interest | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −6.9% | −7.7% | −4.5% | +7.8% | | PDF ↗ |
| Nov 21 | UEUrban Edge Properties Common Shares of Beneficial Interest | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −6.9% | −7.7% | −4.5% | +7.8% | | PDF ↗ |
| Nov 21 | VALEVALE S.A. American Depositary Shares Each Representing one common share | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | +6.0% | +6.0% | +41.8% | +50.5% | | PDF ↗ |
| Nov 21 | VALEVALE S.A. American Depositary Shares Each Representing one common share | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | +6.0% | +6.0% | +41.8% | +50.5% | | PDF ↗ |
| Nov 21 | VRTVertiv Holdings, LLC Class A Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −1.6% | −14.1% | −1.9% | +73.8% | | PDF ↗ |
| Nov 21 | VRTVertiv Holdings, LLC Class A Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −1.6% | −14.1% | −1.9% | +73.8% | | PDF ↗ |
| Nov 21 | VVisa Inc. | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −2.0% | −5.6% | −6.1% | −10.9% | | PDF ↗ |
| Nov 21 | VVisa Inc. | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −2.0% | −5.6% | −6.1% | −10.9% | | PDF ↗ |
| Nov 21 | VSTVistra Corp. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −6.5% | −13.1% | −17.8% | −18.4% | | PDF ↗ |
| Nov 21 | VSTVistra Corp. Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −6.5% | −13.1% | −17.8% | −18.4% | | PDF ↗ |
| Nov 21 | WRBW.R. Berkley Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −0.1% | +4.1% | −10.9% | −11.8% | | PDF ↗ |
| Nov 21 | WRBW.R. Berkley Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −0.1% | +4.1% | −10.9% | −11.8% | | PDF ↗ |
| Nov 21 | WMTWalmart Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −4.7% | −0.8% | +10.9% | +22.4% | | PDF ↗ |
| Nov 21 | WMTWalmart Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −4.7% | −0.8% | +10.9% | +22.4% | | PDF ↗ |
| Nov 21 | WSFSWSFS Financial Corporation - Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | −0.6% | +6.4% | +27.6% | +32.3% | | PDF ↗ |
| Nov 21 | WSFSWSFS Financial Corporation - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | −0.6% | +6.4% | +27.6% | +32.3% | | PDF ↗ |
| Nov 21 | WYNNWynn Resorts, Limited - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 30 | 22 | +0.6% | −4.7% | −12.9% | −16.9% | | PDF ↗ |
| Nov 21 | WYNNWynn Resorts, Limited - Common Stock | ▲ BUY | Spouse | $1K–$15K | Oct 30 | 22 | +0.6% | −4.7% | −12.9% | −16.9% | | PDF ↗ |
| Nov 21 | CIENCiena Corporation | ▼ SELL | Spouse | $1K–$15K | Oct 15 | 37 | +3.7% | +20.9% | +42.1% | +200.9% | | PDF ↗ |
| Nov 21 | AMZNAmazon.com, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 14 | 38 | −3.2% | +11.1% | +12.4% | +8.3% | | PDF ↗ |
| Nov 21 | AAPLApple Inc. - Common Stock | ▼ PARTIAL SELL | Spouse | $1K–$15K | Oct 14 | 38 | +1.8% | +8.4% | +4.7% | +5.1% | | PDF ↗ |
| Nov 21 | ANETArista Networks, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 14 | 38 | +3.1% | −3.0% | −6.3% | +6.2% | | PDF ↗ |
| Nov 21 | ASMLASML Holding N.V. - New York Registry Shares | ▼ PARTIAL SELL | Spouse | $1K–$15K | Oct 14 | 38 | +4.5% | +3.3% | +29.4% | +50.1% | | PDF ↗ |
| Nov 21 | BLKBlackRock, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 14 | 38 | −2.2% | −6.0% | −5.7% | −13.5% | | PDF ↗ |
| Nov 21 | FLEXFlex Ltd. - Ordinary Shares | ▼ SELL | Spouse | $1K–$15K | Oct 14 | 38 | +5.6% | +4.6% | +4.5% | +30.4% | | PDF ↗ |
| Nov 21 | HSBCHSBC Holdings, plc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 14 | 38 | −0.9% | +9.1% | +24.1% | +35.8% | | PDF ↗ |
| Nov 21 | HHyatt Hotels Corporation Class A Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 14 | 38 | +1.3% | +6.4% | +15.3% | +11.6% | | PDF ↗ |
| Nov 21 | INGRIngredion Incorporated Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 14 | 38 | | | | | | PDF ↗ |
| Nov 21 | IBKRInteractive Brokers Group, Inc. - Class A Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 14 | 38 | 0.0% | +6.5% | +6.9% | +7.5% | | PDF ↗ |
| Nov 21 | LYGLloyds Banking Group Plc American Depositary Shares | ▼ SELL | Spouse | $1K–$15K | Oct 14 | 38 | 0.0% | +4.3% | +21.4% | +23.6% | | PDF ↗ |
| Nov 21 | METAMeta Platforms, Inc. - Class A Common Stock | ▼ PARTIAL SELL | Spouse | $1K–$15K | Oct 14 | 38 | +0.2% | −13.1% | −8.8% | −12.0% | | PDF ↗ |
| Nov 21 | NTESNetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares | ▼ SELL | Spouse | $1K–$15K | Oct 14 | 38 | −0.1% | −5.6% | −2.3% | −20.2% | | PDF ↗ |
| Nov 21 | ROLRollins, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 14 | 38 | | +0.7% | +6.1% | −6.2% | | PDF ↗ |
| Nov 21 | SAPSAP SE ADS | ▼ PARTIAL SELL | Spouse | $1K–$15K | Oct 14 | 38 | +1.1% | −9.2% | −8.4% | −39.6% | | PDF ↗ |
| Nov 21 | SNDRSchneider National, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 14 | 38 | +8.0% | −3.4% | +30.1% | +27.3% | | PDF ↗ |
| Nov 21 | SHELShell PLC American Depositary Shares | ▼ SELL | Spouse | $1K–$15K | Oct 14 | 38 | +0.7% | +6.8% | +3.0% | +27.9% | | PDF ↗ |
| Nov 21 | TSMTaiwan Semiconductor Manufacturing Company Ltd. | ▼ PARTIAL SELL | Spouse | $1K–$15K | Oct 14 | 38 | −2.6% | −5.4% | +6.8% | +22.4% | | PDF ↗ |
| Nov 21 | TMToyota Motor Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Oct 14 | 38 | +3.2% | +7.4% | +15.5% | +11.2% | | PDF ↗ |
| Oct 22 | ADCAgree Realty Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Sep 25 | 27 | −0.9% | +5.5% | +1.2% | +5.6% | −5.7% | PDF ↗ |
| Oct 22 | APDAir Products and Chemicals, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Sep 25 | 27 | −2.2% | −8.5% | −11.5% | +3.5% | | PDF ↗ |
| Oct 22 | AMZNAmazon.com, Inc. - Common Stock | ▼ PARTIAL SELL | Spouse | $1K–$15K | Sep 25 | 27 | −5.1% | −8.0% | −1.8% | −11.3% | +9.6% | PDF ↗ |
| Oct 22 | AMHAmerican Homes 4 Rent Common Shares of Beneficial Interest | ▲ BUY | Spouse | $1K–$15K | Sep 25 | 27 | 0.0% | +2.7% | −1.2% | −15.7% | −4.5% | PDF ↗ |
| Oct 22 | AMGNAmgen Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Sep 25 | 27 | −4.0% | +4.7% | +14.7% | +21.9% | +35.1% | PDF ↗ |
| Oct 22 | ASMLASML Holding N.V. - New York Registry Shares | ▲ BUY | Spouse | $1K–$15K | Sep 25 | 27 | +2.1% | +10.4% | +13.3% | +41.3% | +80.2% | PDF ↗ |
| Oct 22 | BAXBaxter International Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Sep 25 | 27 | −4.5% | +0.3% | −17.6% | −29.8% | −1.0% | PDF ↗ |
| Oct 22 | BBTBeacon Financial Corporation Common stock | ▼ SELL | Spouse | $1K–$15K | Sep 25 | 27 | −6.3% | −6.1% | +6.6% | +15.4% | | PDF ↗ |
| Oct 22 | BCCBoise Cascade, L.L.C. Common Stock | ▼ SELL | Spouse | $1K–$15K | Sep 25 | 27 | 0.0% | −7.0% | | −11.7% | | PDF ↗ |
| Oct 22 | BTIBritish American Tobacco Industries, p.l.c. Common Stock ADR | ▼ SELL | Spouse | $1K–$15K | Sep 25 | 27 | −1.9% | −6.5% | +4.8% | +8.1% | | PDF ↗ |
| Oct 22 | CHDChurch & Dwight Company, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Sep 25 | 27 | 0.0% | −1.3% | −2.9% | +7.1% | | PDF ↗ |
| Oct 22 | KOCoca-Cola Company | ▲ BUY | Spouse | $1K–$15K | Sep 25 | 27 | +0.5% | +3.0% | +5.5% | +12.5% | | PDF ↗ |
| Oct 22 | CONConcentra Group Holdings Parent, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Sep 25 | 27 | +0.1% | +0.1% | | +1.9% | +71.7% | PDF ↗ |
| Oct 22 | CSGPCoStar Group, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Sep 25 | 27 | −6.6% | −14.3% | −22.8% | −50.3% | −68.8% | PDF ↗ |
| Oct 22 | DHRDanaher Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Sep 25 | 27 | −3.0% | +9.4% | +19.7% | −0.6% | +11.2% | PDF ↗ |
| Oct 22 | DRIDarden Restaurants, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Sep 25 | 27 | +1.8% | +1.9% | −0.4% | +8.5% | +14.4% | PDF ↗ |
| Oct 22 | DEODiageo plc Common Stock | ▼ SELL | Spouse | $1K–$15K | Sep 25 | 27 | −3.6% | 0.0% | −11.0% | −24.3% | −12.3% | PDF ↗ |
| Oct 22 | DLBDolby Laboratories Common Stock | ▼ SELL | Spouse | $1K–$15K | Sep 25 | 27 | 0.0% | −9.3% | −7.4% | −15.7% | −19.1% | PDF ↗ |
| Oct 22 | DPZDomino's Pizza Inc - Common Stock | ▼ SELL | Spouse | $1K–$15K | Sep 25 | 27 | 0.0% | −1.6% | −0.8% | −16.0% | −30.7% | PDF ↗ |
| Oct 22 | DTDynatrace, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Sep 25 | 27 | 0.0% | +2.5% | −8.7% | −21.3% | +18.3% | PDF ↗ |
| Oct 22 | WTRGEssential Utilities, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Sep 25 | 27 | +5.7% | +7.5% | +3.9% | +7.9% | | PDF ↗ |
| Oct 22 | FMCFMC Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Sep 25 | 27 | −1.8% | −14.1% | | | | PDF ↗ |
| Oct 22 | FCXFreeport-McMoRan, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Sep 25 | 27 | −13.5% | −8.4% | +9.4% | +15.9% | +59.2% | PDF ↗ |
| Oct 22 | GTYGetty Realty Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Sep 25 | 27 | −5.1% | 0.0% | +3.7% | +18.9% | +4.9% | PDF ↗ |
| Oct 22 | HDBHDFC Bank Limited Common Stock | ▲ BUY | Spouse | $1K–$15K | Sep 25 | 27 | −1.7% | +3.6% | +1.2% | −28.4% | −34.7% | PDF ↗ |
| Oct 22 | HRLHormel Foods Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Sep 25 | 27 | +1.6% | −2.6% | −1.0% | −9.3% | −14.7% | PDF ↗ |
| Oct 22 | HUMHumana Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Sep 25 | 27 | −2.3% | +16.8% | +2.7% | −32.8% | +52.9% | PDF ↗ |
| Oct 22 | INGRIngredion Incorporated Common Stock | ▲ BUY | Spouse | $1K–$15K | Sep 25 | 27 | 0.0% | | −9.1% | −11.0% | −21.0% | PDF ↗ |
| Oct 22 | KVUEKenvue Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Sep 25 | 27 | −10.5% | −16.6% | −7.2% | −5.1% | −2.9% | PDF ↗ |
| Oct 22 | LPXLouisiana-Pacific Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Sep 25 | 27 | 0.0% | +4.0% | −7.1% | −19.5% | −25.1% | PDF ↗ |
| Oct 22 | MANManpowerGroup Common Stock | ▼ SELL | Spouse | $1K–$15K | Sep 25 | 27 | 0.0% | −12.1% | −22.6% | −31.0% | +49.4% | PDF ↗ |
| Oct 22 | CARTMaplebear Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Sep 25 | 27 | −11.4% | −8.9% | +10.7% | −11.0% | +9.3% | PDF ↗ |
| Oct 22 | MMSIMerit Medical Systems, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Sep 25 | 27 | −1.0% | −0.4% | +5.0% | −20.2% | +2.2% | PDF ↗ |
| Oct 22 | MGPIMGP Ingredients, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Sep 25 | 27 | | | | | | PDF ↗ |
| Oct 22 | NTESNetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares | ▲ BUY | Spouse | $1K–$15K | Sep 25 | 27 | −0.5% | −2.5% | −7.6% | −25.4% | −20.4% | PDF ↗ |
| Oct 22 | NVSNovartis AG Common Stock | ▼ PARTIAL SELL | Spouse | $1K–$15K | Sep 25 | 27 | +7.2% | +6.9% | +10.7% | +18.8% | +14.2% | PDF ↗ |
| Oct 22 | OPCHOption Care Health, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Sep 25 | 27 | −4.8% | −8.6% | +13.6% | −1.8% | | PDF ↗ |
| Oct 22 | RSReliance, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Sep 25 | 27 | | −5.7% | +0.2% | +2.6% | +32.5% | PDF ↗ |
| Oct 22 | ROLRollins, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Sep 25 | 27 | +5.8% | | | −4.1% | −45.1% | PDF ↗ |
| Oct 22 | RHPRyman Hospitality Properties, Inc. | ▼ SELL | Spouse | $1K–$15K | Sep 25 | 27 | −6.2% | −8.4% | +2.3% | −4.6% | +27.2% | PDF ↗ |
| Oct 22 | SAPSAP SE ADS | ▲ BUY | Spouse | $1K–$15K | Sep 25 | 27 | −0.4% | +2.9% | −7.9% | −35.5% | −21.0% | PDF ↗ |
| Oct 22 | SBACSBA Communications Corporation - Class A Common Stock | ▼ SELL | Spouse | $1K–$15K | Sep 25 | 27 | 0.0% | +0.8% | −2.8% | −15.0% | −15.3% | PDF ↗ |
| Oct 22 | SLBSchlumberger N.V. Common Stock | ▲ BUY | Spouse | $1K–$15K | Sep 25 | 27 | −0.5% | −5.2% | +10.6% | +35.4% | +49.4% | PDF ↗ |
| Oct 22 | SNDRSchneider National, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Sep 25 | 27 | 0.0% | +6.7% | | +14.3% | | PDF ↗ |
| Oct 22 | SFMSprouts Farmers Market, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Sep 25 | 27 | 0.0% | +2.1% | −25.4% | −25.3% | −35.3% | PDF ↗ |
| Oct 22 | ULUnilever PLC Common Stock | ▼ SELL | Spouse | $1K–$15K | Sep 25 | 27 | −2.0% | +4.0% | +7.4% | +1.6% | +2.2% | PDF ↗ |
| Oct 22 | ACIAlbertsons Companies, Inc. Class A Common Stock | ▲ BUY | Spouse | $1K–$15K | Sep 11 | 41 | −4.2% | −9.9% | −10.5% | −14.6% | −34.8% | PDF ↗ |
| Oct 22 | ALGNAlign Technology, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Sep 11 | 41 | −3.2% | −2.1% | +15.7% | +28.0% | +17.1% | PDF ↗ |
| Oct 22 | AMZNAmazon.com, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Sep 11 | 41 | +0.7% | −5.5% | −1.2% | −8.2% | +11.3% | PDF ↗ |
| Oct 22 | AAPLApple Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Sep 11 | 41 | −2.3% | +7.6% | +16.3% | +7.4% | +31.6% | PDF ↗ |
| Oct 22 | BHPBHP Group Limited American Depositary Shares | ▲ BUY | Spouse | $1K–$15K | Sep 11 | 41 | +0.8% | +2.9% | +8.2% | +32.1% | +69.1% | PDF ↗ |
| Oct 22 | BURLBurlington Stores, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Sep 11 | 41 | −6.9% | −7.2% | −6.4% | +3.9% | −6.0% | PDF ↗ |
| Oct 22 | CARRCarrier Global Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Sep 11 | 41 | −6.7% | −8.8% | −17.3% | −10.5% | −17.3% | PDF ↗ |
| Oct 22 | CTASCintas Corporation - Common Stock | ▼ SELL | Spouse | $1K–$15K | Sep 11 | 41 | −2.5% | −2.7% | −8.7% | −3.0% | −2.0% | PDF ↗ |
| Oct 22 | CLColgate-Palmolive Company Common Stock | ▼ SELL | Spouse | $1K–$15K | Sep 11 | 41 | −3.6% | −8.6% | −8.6% | +10.1% | +4.4% | PDF ↗ |
| Oct 22 | CVLTCommvault Systems, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Sep 11 | 41 | +2.4% | −3.8% | −35.3% | −53.6% | −26.4% | PDF ↗ |
| Oct 22 | CONConcentra Group Holdings Parent, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Sep 11 | 41 | 0.0% | −0.3% | −8.3% | +6.8% | +66.3% | PDF ↗ |
| Oct 22 | STZConstellation Brands, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Sep 11 | 41 | −8.9% | −2.6% | −2.5% | +0.3% | | PDF ↗ |
| Oct 22 | CNMCore & Main, Inc. Class A Common Stock | ▲ BUY | Spouse | $1K–$15K | Sep 11 | 41 | 0.0% | +3.8% | +10.9% | +0.1% | −11.5% | PDF ↗ |
| Oct 22 | DEODiageo plc Common Stock | ▲ BUY | Spouse | $1K–$15K | Sep 11 | 41 | −8.2% | −9.9% | −16.4% | −23.1% | −18.9% | PDF ↗ |
| Oct 22 | DLBDolby Laboratories Common Stock | ▲ BUY | Spouse | $1K–$15K | Sep 11 | 41 | −2.3% | −6.2% | | −14.2% | −12.0% | PDF ↗ |
| Oct 22 | DTDynatrace, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Sep 11 | 41 | −2.8% | −5.3% | −11.1% | −21.4% | +0.6% | PDF ↗ |
| Oct 22 | EXPOExponent, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Sep 11 | 41 | 0.0% | −3.5% | +3.3% | −3.3% | −3.1% | PDF ↗ |
| Oct 22 | FLOFlowers Foods, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Sep 11 | 41 | −11.5% | −14.3% | −25.5% | | −57.6% | PDF ↗ |
| Oct 22 | FCNFTI Consulting, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Sep 11 | 41 | −2.0% | −3.6% | −1.0% | −2.9% | −9.7% | PDF ↗ |
| Oct 22 | ITGartner, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Sep 11 | 41 | 0.0% | +4.2% | −5.8% | −35.0% | −19.8% | PDF ↗ |
| Oct 22 | GPKGraphic Packaging Holding Company | ▼ SELL | Spouse | $1K–$15K | Sep 11 | 41 | −6.1% | −11.4% | −27.6% | −50.0% | −55.9% | PDF ↗ |
| Oct 22 | HCAHCA Healthcare, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Sep 11 | 41 | +0.3% | +1.1% | +19.4% | +34.2% | +6.0% | PDF ↗ |
| Oct 22 | HDBHDFC Bank Limited Common Stock | ▲ BUY | Spouse | $1K–$15K | Sep 11 | 41 | | | | | | PDF ↗ |
| Oct 22 | HRLHormel Foods Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Sep 11 | 41 | +0.4% | −2.6% | | −10.4% | −16.8% | PDF ↗ |
| Oct 22 | INTUIntuit Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Sep 11 | 41 | −3.2% | +1.1% | −1.5% | −28.5% | −50.6% | PDF ↗ |
| Oct 22 | KDPKeurig Dr Pepper Inc. | ▼ SELL | Spouse | $1K–$15K | Sep 11 | 41 | 0.0% | −2.9% | +5.5% | +3.9% | +19.8% | PDF ↗ |
| Oct 22 | LILi Auto Inc. - American Depositary Shares | ▼ SELL | Spouse | $1K–$15K | Sep 11 | 41 | +3.5% | +4.9% | −24.7% | −27.4% | −47.7% | PDF ↗ |
| Oct 22 | MANManpowerGroup Common Stock | ▲ BUY | Spouse | $1K–$15K | Sep 11 | 41 | 0.0% | +2.8% | | | +63.9% | PDF ↗ |
| Oct 22 | MSFTMicrosoft Corporation - Common Stock | ▼ PARTIAL SELL | Spouse | $1K–$15K | Sep 11 | 41 | +1.9% | +3.4% | −3.4% | −18.3% | −0.1% | PDF ↗ |
| Oct 22 | NWGNatWest Group plc American Depositary Shares, | ▼ SELL | Spouse | $1K–$15K | Sep 11 | 41 | +1.5% | +4.6% | +16.0% | +9.0% | +31.1% | PDF ↗ |
| Oct 22 | NVSNovartis AG Common Stock | ▲ BUY | Spouse | $1K–$15K | Sep 11 | 41 | −3.1% | +3.3% | +2.3% | +25.0% | +7.4% | PDF ↗ |
| Oct 22 | NVONovo Nordisk A/S Common Stock | ▲ BUY | Spouse | $1K–$15K | Sep 11 | 41 | +1.0% | +9.8% | −14.6% | −29.0% | −14.2% | PDF ↗ |
| Oct 22 | OGEOGE Energy Corp Common Stock | ▼ SELL | Spouse | $1K–$15K | Sep 11 | 41 | −0.9% | +3.2% | −3.3% | +7.6% | +5.3% | PDF ↗ |
| Oct 22 | PYPLPayPal Holdings, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Sep 11 | 41 | −2.0% | +1.5% | −8.8% | −31.2% | −21.9% | PDF ↗ |
| Oct 22 | QLYSQualys, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Sep 11 | 41 | +0.5% | −5.4% | +12.7% | −29.4% | +37.1% | PDF ↗ |
| Oct 22 | SNYSanofi - American Depositary Shares | ▼ SELL | Spouse | $1K–$15K | Sep 11 | 41 | 0.0% | +6.8% | +2.5% | −6.5% | −7.2% | PDF ↗ |
| Oct 22 | SBACSBA Communications Corporation - Class A Common Stock | ▲ BUY | Spouse | $1K–$15K | Sep 11 | 41 | +1.1% | −5.2% | −4.1% | −0.6% | | PDF ↗ |
| Oct 22 | SAICScience Applications International Corporation - Common Stock | ▲ BUY | Spouse | $1K–$15K | Sep 11 | 41 | 0.0% | −5.6% | −5.1% | −7.0% | +24.3% | PDF ↗ |
| Oct 22 | SNPSSynopsys, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Sep 11 | 41 | +9.7% | +21.0% | +20.4% | +12.8% | +1.6% | PDF ↗ |
| Oct 22 | TSLATesla, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Sep 11 | 41 | +12.9% | +29.2% | +29.7% | +16.2% | +0.9% | PDF ↗ |
| Oct 22 | TXRHTexas Roadhouse, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Sep 11 | 41 | −2.2% | −0.7% | −0.9% | +1.6% | | PDF ↗ |
| Oct 22 | TTETotalEnergies SE | ▼ SELL | Spouse | $1K–$15K | Sep 11 | 41 | +0.3% | −1.9% | +7.5% | +41.2% | +45.3% | PDF ↗ |
| Oct 22 | TYLTyler Technologies, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Sep 11 | 41 | 0.0% | | −13.0% | −34.3% | −32.5% | PDF ↗ |
| Oct 22 | ULUnilever PLC Common Stock | ▲ BUY | Spouse | $1K–$15K | Sep 11 | 41 | −4.1% | −7.1% | −5.7% | +3.7% | +1.8% | PDF ↗ |
| Oct 22 | UPSUnited Parcel Service, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Sep 11 | 41 | 0.0% | +2.0% | +14.0% | +17.5% | +23.8% | PDF ↗ |
| Oct 22 | STXSeagate Technology Holdings PLC - Ordinary Shares | ▲ BUY | Spouse | $15K–$50K | Sep 8 | 44 | 0.0% | +29.0% | +45.7% | +80.0% | +333.3% | PDF ↗ |
| Sep 12 | TSMTaiwan Semiconductor Manufacturing Company Ltd. | ▼ PARTIAL SELL | Spouse | $50K–$100K | Aug 28 | 15 | +2.2% | +11.2% | +15.4% | +55.5% | +75.2% | PDF ↗ |
| Sep 12 | ACIWACI Worldwide, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 19 | 24 | +5.9% | +7.7% | −0.6% | −14.5% | +12.5% | PDF ↗ |
| Sep 12 | HCAHCA Healthcare, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 19 | 24 | −2.0% | −0.7% | +16.3% | +30.4% | −1.3% | PDF ↗ |
| Sep 12 | AMEDAmedisys Inc - Common Stock | ▼ SELL | Spouse | $1K–$15K | Aug 18 | 25 | | | | | | PDF ↗ |
| Sep 12 | ADCAgree Realty Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 13 | 30 | 0.0% | +1.0% | +1.4% | +6.1% | +5.6% | PDF ↗ |
| Sep 12 | AKAMAkamai Technologies, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 13 | 30 | +5.7% | +8.6% | +25.9% | +31.6% | +63.5% | PDF ↗ |
| Sep 12 | LNTAlliant Energy Corporation | ▼ SELL | Spouse | $1K–$15K | Aug 13 | 30 | −1.1% | −2.1% | +2.8% | +2.3% | +6.1% | PDF ↗ |
| Sep 12 | APPFAppFolio, Inc. - Class A Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 13 | 30 | −14.0% | −12.8% | −23.3% | −44.1% | −39.0% | PDF ↗ |
| Sep 12 | ANETArista Networks, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 13 | 30 | −1.4% | +0.2% | −3.3% | −1.2% | +35.6% | PDF ↗ |
| Sep 12 | BILLBILL Holdings, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Aug 13 | 30 | +4.7% | +30.5% | +31.5% | +17.5% | +26.1% | PDF ↗ |
| Sep 12 | BLBlackLine, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 13 | 30 | +1.9% | +6.5% | +7.8% | −14.5% | −42.9% | PDF ↗ |
| Sep 12 | BURLBurlington Stores, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 13 | 30 | 0.0% | +3.6% | +0.2% | +9.1% | | PDF ↗ |
| Sep 12 | CLColgate-Palmolive Company Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 13 | 30 | 0.0% | −2.5% | −8.0% | +9.3% | +4.1% | PDF ↗ |
| Sep 12 | CVLTCommvault Systems, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 13 | 30 | 0.0% | +5.0% | −27.6% | −50.4% | −21.0% | PDF ↗ |
| Sep 12 | CSGPCoStar Group, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 13 | 30 | 0.0% | +1.6% | −22.3% | −41.8% | −64.0% | PDF ↗ |
| Sep 12 | CUBECubeSmart Common Shares | ▼ SELL | Spouse | $1K–$15K | Aug 13 | 30 | | +2.4% | −8.2% | | +5.0% | PDF ↗ |
| Sep 12 | DDOGDatadog, Inc. - Class A Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 13 | 30 | −0.2% | +6.0% | +48.6% | +0.7% | | PDF ↗ |
| Sep 12 | DPZDomino's Pizza Inc - Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 13 | 30 | +2.5% | +4.3% | −7.0% | −14.7% | −21.0% | PDF ↗ |
| Sep 12 | DUOLDuolingo, Inc. - Class A Common Stock | ▼ SELL | Spouse | $1K–$15K | Aug 13 | 30 | +14.3% | −11.5% | −39.6% | −63.2% | −59.5% | PDF ↗ |
| Sep 12 | ELVElevance Health, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Aug 13 | 30 | 0.0% | +0.1% | +1.8% | +5.8% | +21.4% | PDF ↗ |
| Sep 12 | EQNREquinor ASA | ▼ SELL | Spouse | $1K–$15K | Aug 13 | 30 | +0.2% | −0.9% | −0.7% | +12.3% | +58.9% | PDF ↗ |
| Sep 12 | EXPOExponent, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 13 | 30 | −3.0% | −4.1% | −2.3% | +4.8% | −5.9% | PDF ↗ |
| Sep 12 | FTNTFortinet, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 13 | 30 | 0.0% | +0.9% | +3.4% | +4.6% | | PDF ↗ |
| Sep 12 | FCXFreeport-McMoRan, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 13 | 30 | 0.0% | +9.4% | | +43.2% | +64.4% | PDF ↗ |
| Sep 12 | FCNFTI Consulting, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 13 | 30 | +1.8% | +1.0% | 0.0% | −5.2% | −8.5% | PDF ↗ |
| Sep 12 | GWREGuidewire Software, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Aug 13 | 30 | −2.9% | +17.0% | | −41.5% | −29.4% | PDF ↗ |
| Sep 12 | IBNICICI Bank Limited Common Stock | ▼ SELL | Spouse | $1K–$15K | Aug 13 | 30 | | | | | | PDF ↗ |
| Sep 12 | INFYInfosys Limited American Depositary Shares | ▼ SELL | Spouse | $1K–$15K | Aug 13 | 30 | +3.6% | +2.4% | +3.2% | +5.3% | −21.6% | PDF ↗ |
| Sep 12 | IBKRInteractive Brokers Group, Inc. - Class A Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 13 | 30 | −1.0% | −2.7% | +10.4% | +16.7% | +37.4% | PDF ↗ |
| Sep 12 | INTUIntuit Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 13 | 30 | 0.0% | −3.8% | −5.7% | −36.5% | −53.5% | PDF ↗ |
| Sep 12 | JDJD.com, Inc. - American Depositary Shares | ▲ BUY | Spouse | $1K–$15K | Aug 13 | 30 | +0.7% | −0.1% | +0.4% | −10.9% | +4.7% | PDF ↗ |
| Sep 12 | KRGKite Realty Group Trust Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 13 | 30 | 0.0% | +8.1% | +4.6% | +14.8% | +22.8% | PDF ↗ |
| Sep 12 | LILi Auto Inc. - American Depositary Shares | ▲ BUY | Spouse | $1K–$15K | Aug 13 | 30 | −2.4% | −4.6% | −19.4% | −23.5% | −47.8% | PDF ↗ |
| Sep 12 | CARTMaplebear Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 13 | 30 | −9.9% | −11.2% | −27.9% | −32.1% | −3.1% | PDF ↗ |
| Sep 12 | NWGNatWest Group plc American Depositary Shares, | ▲ BUY | Spouse | $1K–$15K | Aug 13 | 30 | −2.3% | −6.1% | +4.9% | | +25.6% | PDF ↗ |
| Sep 12 | NNNNNN REIT, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Aug 13 | 30 | 0.0% | +4.9% | −1.7% | +3.8% | +13.4% | PDF ↗ |
| Sep 12 | OGEOGE Energy Corp Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 13 | 30 | −0.2% | −1.4% | +1.0% | −1.9% | +2.2% | PDF ↗ |
| Sep 12 | PFGCPerformance Food Group Company Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 13 | 30 | | +5.7% | −3.8% | −8.6% | +13.4% | PDF ↗ |
| Sep 12 | SAPSAP SE ADS | ▼ SELL | Spouse | $1K–$15K | Aug 13 | 30 | −3.3% | −5.9% | −14.7% | −29.2% | −28.2% | PDF ↗ |
| Sep 12 | NOWServiceNow, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Aug 13 | 30 | +4.5% | +10.1% | +1.0% | | | PDF ↗ |
| Sep 12 | FUNSix Flags Entertainment Corporation Common Stock New | ▼ SELL | Spouse | $1K–$15K | Aug 13 | 30 | +7.4% | +0.2% | −24.2% | −24.1% | −29.0% | PDF ↗ |
| Sep 12 | SNPSSynopsys, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 13 | 30 | 0.0% | −37.2% | −37.9% | −29.2% | −34.6% | PDF ↗ |
| Sep 12 | TPLTexas Pacific Land Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Aug 13 | 30 | +3.2% | +3.4% | +8.5% | | | PDF ↗ |
| Sep 12 | TXRHTexas Roadhouse, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 13 | 30 | 0.0% | −2.3% | −3.1% | +5.7% | | PDF ↗ |
| Sep 12 | TTDThe Trade Desk, Inc. - Class A Common Stock | ▼ SELL | Spouse | $1K–$15K | Aug 13 | 30 | 0.0% | −0.1% | −17.5% | −48.1% | −73.5% | PDF ↗ |
| Sep 12 | TTETotalEnergies SE | ▲ BUY | Spouse | $1K–$15K | Aug 13 | 30 | +2.2% | −0.1% | +2.1% | +21.1% | +40.7% | PDF ↗ |
| Sep 12 | TMToyota Motor Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 13 | 30 | +2.7% | +5.8% | +9.2% | +29.5% | +0.6% | PDF ↗ |
| Sep 12 | TYLTyler Technologies, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 13 | 30 | +0.7% | −4.3% | −15.5% | −34.5% | −38.5% | PDF ↗ |
| Sep 12 | UNHUnitedHealth Group Incorporated Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 13 | 30 | +21.2% | +25.7% | +24.2% | +10.3% | +54.9% | PDF ↗ |
| Sep 12 | USFDUS Foods Holding Corp. Common Stock | ▼ SELL | Spouse | $1K–$15K | Aug 13 | 30 | 0.0% | +2.2% | −7.2% | +18.8% | +42.1% | PDF ↗ |
| Sep 12 | VRSKVerisk Analytics, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Aug 13 | 30 | 0.0% | −1.1% | −20.6% | −33.9% | −31.4% | PDF ↗ |
| Sep 12 | WSOWatsco, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Aug 13 | 30 | 0.0% | −2.5% | −15.7% | +1.5% | −23.9% | PDF ↗ |
| Sep 12 | YUMYum! Brands, Inc. | ▼ SELL | Spouse | $1K–$15K | Aug 13 | 30 | +3.4% | +1.8% | +6.1% | +12.3% | +6.1% | PDF ↗ |
| Sep 12 | BBAIBigBear.ai, Inc. Common Stock | ▲ BUY | Spouse | $15K–$50K | Aug 7 | 36 | +11.6% | −20.8% | +8.1% | −21.3% | −56.4% | PDF ↗ |
| Sep 12 | APDAir Products and Chemicals, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 4 | 39 | −1.1% | −0.5% | −12.1% | −6.0% | −0.2% | PDF ↗ |
| Sep 12 | ALGNAlign Technology, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 4 | 39 | +4.3% | +0.5% | +1.0% | +34.7% | +23.9% | PDF ↗ |
| Sep 12 | LNTAlliant Energy Corporation | ▲ BUY | Spouse | $1K–$15K | Aug 4 | 39 | −1.5% | −3.5% | +0.4% | −1.9% | +7.4% | PDF ↗ |
| Sep 12 | BUDAnheuser-Busch Inbev SA Sponsored ADR | ▼ SELL | Spouse | $1K–$15K | Aug 4 | 39 | +8.6% | +4.3% | +6.7% | +25.5% | +51.5% | PDF ↗ |
| Sep 12 | MTArcelor Mittal NY Registry Shares NEW | ▼ SELL | Spouse | $1K–$15K | Aug 4 | 39 | +8.6% | +7.8% | +23.1% | +82.6% | +126.6% | PDF ↗ |
| Sep 12 | AVBAvalonBay Communities, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 4 | 39 | +2.3% | +5.1% | −6.7% | −4.6% | +1.3% | PDF ↗ |
| Sep 12 | BAXBaxter International Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Aug 4 | 39 | +7.9% | +12.4% | −15.9% | −8.6% | +19.1% | PDF ↗ |
| Sep 12 | BHLBBerkshire Hills Bancorp, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 4 | 39 | +2.1% | +5.7% | | | | PDF ↗ |
| Sep 12 | BHPBHP Group Limited American Depositary Shares | ▼ SELL | Spouse | $1K–$15K | Aug 4 | 39 | +4.2% | +9.9% | +12.5% | +35.5% | +66.5% | PDF ↗ |
| Sep 12 | BCCBoise Cascade, L.L.C. Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 4 | 39 | 0.0% | +2.4% | | +4.9% | −2.3% | PDF ↗ |
| Sep 12 | BSXBoston Scientific Corporation Common Stock | ▼ PARTIAL SELL | Spouse | $1K–$15K | Aug 4 | 39 | 0.0% | +0.7% | −5.7% | −14.2% | −56.2% | PDF ↗ |
| Sep 12 | BTIBritish American Tobacco Industries, p.l.c. Common Stock ADR | ▲ BUY | Spouse | $1K–$15K | Aug 4 | 39 | +7.3% | +2.0% | −0.9% | +11.6% | +5.5% | PDF ↗ |
| Sep 12 | BROBrown & Brown, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 4 | 39 | +4.0% | +3.5% | −13.6% | −21.8% | −23.7% | PDF ↗ |
| Sep 12 | CSLCarlisle Companies Incorporated Common Stock | ▼ SELL | Spouse | $1K–$15K | Aug 4 | 39 | +9.0% | +11.2% | −7.6% | +0.9% | +9.3% | PDF ↗ |
| Sep 12 | CARRCarrier Global Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 4 | 39 | +0.2% | −5.1% | −14.9% | −9.8% | −4.9% | PDF ↗ |
| Sep 12 | CHDChurch & Dwight Company, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 4 | 39 | 0.0% | +0.7% | −7.6% | +8.8% | +8.1% | PDF ↗ |
| Sep 12 | CSCOCisco Systems, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Aug 4 | 39 | +7.0% | +3.0% | +8.9% | +16.7% | +72.6% | PDF ↗ |
| Sep 12 | CNHCNH Industrial N.V. Common Shares | ▼ SELL | Spouse | $1K–$15K | Aug 4 | 39 | +0.4% | −7.8% | −17.1% | −13.4% | −13.0% | PDF ↗ |
| Sep 12 | CAGConAgra Brands, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Aug 4 | 39 | +4.0% | +3.3% | −7.1% | −2.3% | −19.4% | PDF ↗ |
| Sep 12 | CRWDCrowdStrike Holdings, Inc. - Class A Common Stock | ▼ SELL | Spouse | $1K–$15K | Aug 4 | 39 | −0.1% | −2.7% | +27.8% | +3.9% | | PDF ↗ |
| Sep 12 | CUBECubeSmart Common Shares | ▲ BUY | Spouse | $1K–$15K | Aug 4 | 39 | 0.0% | +2.4% | −5.6% | | +5.0% | PDF ↗ |
| Sep 12 | DEODiageo plc Common Stock | ▼ SELL | Spouse | $1K–$15K | Aug 4 | 39 | +14.5% | +13.6% | −5.5% | −4.8% | −9.9% | PDF ↗ |
| Sep 12 | DOCUDocuSign, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Aug 4 | 39 | −10.8% | −4.6% | −9.0% | −41.8% | −31.8% | PDF ↗ |
| Sep 12 | DLBDolby Laboratories Common Stock | ▼ SELL | Spouse | $1K–$15K | Aug 4 | 39 | +3.9% | +4.6% | −5.3% | −12.9% | −16.1% | PDF ↗ |
| Sep 12 | DBXDropbox, Inc. - Class A Common Stock | ▼ SELL | Spouse | $1K–$15K | Aug 4 | 39 | +6.5% | +16.1% | +9.7% | +1.5% | +26.5% | PDF ↗ |
| Sep 12 | DUOLDuolingo, Inc. - Class A Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 4 | 39 | −17.4% | −30.2% | −50.1% | −66.2% | −65.5% | PDF ↗ |
| Sep 12 | EMNEastman Chemical Company Common Stock | ▼ SELL | Spouse | $1K–$15K | Aug 4 | 39 | −14.8% | −10.2% | −18.6% | −8.7% | | PDF ↗ |
| Sep 12 | ENTGEntegris, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 4 | 39 | +9.2% | +10.0% | +26.8% | +65.4% | +100.1% | PDF ↗ |
| Sep 12 | EPAMEPAM Systems, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Aug 4 | 39 | +0.2% | +7.4% | +6.5% | +20.8% | −29.0% | PDF ↗ |
| Sep 12 | EQNREquinor ASA | ▲ BUY | Spouse | $1K–$15K | Aug 4 | 39 | −3.7% | −3.3% | −5.9% | +5.5% | +61.5% | PDF ↗ |
| Sep 12 | FRFirst Industrial Realty Trust, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Aug 4 | 39 | 0.0% | | +12.3% | +17.3% | | PDF ↗ |
| Sep 12 | FLEXFlex Ltd. - Ordinary Shares | ▲ BUY | Spouse | $1K–$15K | Aug 4 | 39 | +1.7% | +4.8% | +29.0% | +18.8% | +129.7% | PDF ↗ |
| Sep 12 | FLOFlowers Foods, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 4 | 39 | +4.7% | −5.1% | −26.8% | −27.8% | −55.7% | PDF ↗ |
| Sep 12 | FCPTFour Corners Property Trust, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Aug 4 | 39 | 0.0% | | −6.5% | −0.6% | −3.9% | PDF ↗ |
| Sep 12 | GSGoldman Sachs Group, Inc. | ▼ PARTIAL SELL | Spouse | $1K–$15K | Aug 4 | 39 | +4.8% | +5.0% | +11.2% | +30.9% | +43.5% | PDF ↗ |
| Sep 12 | GGGGraco Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Aug 4 | 39 | −0.2% | 0.0% | −2.4% | +5.0% | −1.4% | PDF ↗ |
| Sep 12 | GPIGroup 1 Automotive, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Aug 4 | 39 | +4.6% | +11.2% | −9.1% | −20.6% | −32.2% | PDF ↗ |
| Sep 12 | GSKGSK plc American Depositary Shares | ▲ BUY | Spouse | $1K–$15K | Aug 4 | 39 | +0.6% | +5.6% | +23.4% | +37.4% | +37.1% | PDF ↗ |
| Sep 12 | GWREGuidewire Software, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 4 | 39 | 0.0% | +17.0% | +12.4% | −36.8% | −29.4% | PDF ↗ |
| Sep 12 | HDBHDFC Bank Limited Common Stock | ▼ SELL | Spouse | $1K–$15K | Aug 4 | 39 | 0.0% | | | | | PDF ↗ |
| Sep 12 | DOCHealthpeak Properties, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Aug 4 | 39 | +2.4% | +8.8% | +6.2% | +2.0% | +27.9% | PDF ↗ |
| Sep 12 | HIMSHims & Hers Health, Inc. Class A Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 4 | 39 | −23.3% | −32.3% | −27.3% | −57.7% | −55.6% | PDF ↗ |
| Sep 12 | HONHoneywell International Inc. | ▼ SELL | Spouse | $1K–$15K | Aug 4 | 39 | −2.1% | −1.6% | −8.9% | +2.9% | +9.9% | PDF ↗ |
| Sep 12 | HWMHowmet Aerospace Inc. Common Stock | ▼ PARTIAL SELL | Spouse | $1K–$15K | Aug 4 | 39 | −0.7% | −3.9% | +13.7% | +17.8% | +55.8% | PDF ↗ |
| Sep 12 | IEXIDEX Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 4 | 39 | −0.9% | +1.4% | +6.6% | +26.2% | +48.6% | PDF ↗ |
| Sep 12 | INFYInfosys Limited American Depositary Shares | ▲ BUY | Spouse | $1K–$15K | Aug 4 | 39 | −2.6% | +2.5% | +1.0% | +11.8% | −26.7% | PDF ↗ |
| Sep 12 | JNJJohnson & Johnson Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 4 | 39 | +3.6% | +6.4% | +11.7% | +35.8% | +53.2% | PDF ↗ |
| Sep 12 | LADLithia Motors, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Aug 4 | 39 | 0.0% | +19.9% | +1.0% | +13.5% | +34.0% | PDF ↗ |
| Sep 12 | MGYMagnolia Oil & Gas Corporation Class A Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 4 | 39 | −2.6% | +3.1% | −9.0% | +6.2% | +6.5% | PDF ↗ |
| Sep 12 | MKCMcCormick & Company, Incorporated Common Stock | ▼ SELL | Spouse | $1K–$15K | Aug 4 | 39 | 0.0% | −0.2% | −8.8% | −12.1% | −27.6% | PDF ↗ |
| Sep 12 | MEDPMedpace Holdings, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Aug 4 | 39 | +3.1% | +8.5% | +36.7% | +34.8% | +31.8% | PDF ↗ |
| Sep 12 | MRKMerck & Company, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Aug 4 | 39 | +1.0% | +5.3% | +7.7% | +38.1% | +60.7% | PDF ↗ |
| Sep 12 | MUMicron Technology, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Aug 4 | 39 | +13.4% | +13.5% | +113.4% | +295.6% | | PDF ↗ |
| Sep 12 | MKSIMKS Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 4 | 39 | 0.0% | +9.0% | +40.8% | +128.3% | +222.8% | PDF ↗ |
| Sep 12 | MORNMorningstar, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Aug 4 | 39 | 0.0% | −0.3% | −15.7% | −23.4% | −22.7% | PDF ↗ |
| Sep 12 | NTESNetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares | ▼ SELL | Spouse | $1K–$15K | Aug 4 | 39 | +6.0% | +13.0% | +9.2% | +0.8% | +4.7% | PDF ↗ |
| Sep 12 | NYTNew York Times Company | ▼ SELL | Spouse | $1K–$15K | Aug 4 | 39 | +15.9% | +11.4% | +17.3% | +40.2% | +43.2% | PDF ↗ |
| Sep 12 | NOGNorthern Oil and Gas, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Aug 4 | 39 | −2.1% | +4.2% | −15.6% | −0.4% | −17.7% | PDF ↗ |
| Sep 12 | NOVTNovanta Inc. - Common Shares | ▼ SELL | Spouse | $1K–$15K | Aug 4 | 39 | −7.3% | −7.1% | +6.8% | +8.5% | +15.0% | PDF ↗ |
| Sep 12 | NVONovo Nordisk A/S Common Stock | ▼ PARTIAL SELL | Spouse | $1K–$15K | Aug 4 | 39 | +6.0% | +17.2% | +2.6% | +23.3% | −2.3% | PDF ↗ |
| Sep 12 | ORLYO'Reilly Automotive, Inc. - Common Stock | ▼ PARTIAL SELL | Spouse | $1K–$15K | Aug 4 | 39 | +1.1% | +4.6% | −4.9% | −7.9% | | PDF ↗ |
| Sep 12 | OTISOtis Worldwide Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 4 | 39 | | −4.5% | +1.3% | +0.6% | −19.6% | PDF ↗ |
| Sep 12 | PAYXPaychex, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Aug 4 | 39 | 0.0% | −2.8% | −16.0% | −26.0% | −16.1% | PDF ↗ |
| Sep 12 | PYPLPayPal Holdings, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 4 | 39 | −0.3% | +1.1% | −3.2% | −24.1% | −17.6% | PDF ↗ |
| Sep 12 | PFEPfizer, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Aug 4 | 39 | +4.6% | +5.4% | +3.4% | +12.6% | +6.5% | PDF ↗ |
| Sep 12 | PECOPhillips Edison & Company, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Aug 4 | 39 | | +2.6% | −1.1% | +5.8% | +23.3% | PDF ↗ |
| Sep 12 | RRCRange Resources Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Aug 4 | 39 | −2.5% | −0.3% | +5.3% | +3.7% | +13.3% | PDF ↗ |
| Sep 12 | RSReliance, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 4 | 39 | +3.6% | | −2.7% | +24.6% | +48.6% | PDF ↗ |
| Sep 12 | ROPRoper Technologies, Inc. | ▼ SELL | Spouse | $1K–$15K | Aug 4 | 39 | −3.1% | −2.7% | −17.7% | −35.6% | −27.5% | PDF ↗ |
| Sep 12 | RGLDRoyal Gold, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Aug 4 | 39 | +12.3% | +23.9% | +14.5% | +72.5% | +29.9% | PDF ↗ |
| Sep 12 | RHPRyman Hospitality Properties, Inc. | ▲ BUY | Spouse | $1K–$15K | Aug 4 | 39 | 0.0% | +1.5% | −5.3% | −2.8% | +27.5% | PDF ↗ |
| Sep 12 | SNYSanofi - American Depositary Shares | ▲ BUY | Spouse | $1K–$15K | Aug 4 | 39 | +6.5% | +1.9% | +7.1% | +1.6% | −4.1% | PDF ↗ |
| Sep 12 | SAPSAP SE ADS | ▲ BUY | Spouse | $1K–$15K | Aug 4 | 39 | +1.5% | −3.8% | −6.7% | −26.8% | −35.1% | PDF ↗ |
| Sep 12 | NOWServiceNow, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 4 | 39 | 0.0% | +7.5% | +4.0% | | | PDF ↗ |
| Sep 12 | SONYSony Group Corporation American Depositary Shares | ▲ BUY | Spouse | $1K–$15K | Aug 4 | 39 | +11.4% | +12.9% | +16.1% | −9.2% | −4.6% | PDF ↗ |
| Sep 12 | THCTenet Healthcare Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Aug 4 | 39 | +8.7% | +24.2% | +25.4% | +18.9% | +64.4% | PDF ↗ |
| Sep 12 | TXNTexas Instruments Incorporated - Common Stock | ▼ SELL | Spouse | $1K–$15K | Aug 4 | 39 | +2.5% | +10.8% | −11.6% | +18.0% | +50.9% | PDF ↗ |
| Sep 12 | TXTTextron Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 4 | 39 | +5.3% | +6.5% | +6.8% | +20.2% | +15.1% | PDF ↗ |
| Sep 12 | ULUnilever PLC Common Stock | ▼ SELL | Spouse | $1K–$15K | Aug 4 | 39 | +1.0% | +4.3% | +0.3% | +13.0% | +5.5% | PDF ↗ |
| Sep 12 | UNPUnion Pacific Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Aug 4 | 39 | 0.0% | +0.5% | −1.8% | +5.9% | +33.5% | PDF ↗ |
| Sep 12 | UPSUnited Parcel Service, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 4 | 39 | +2.1% | +5.1% | +14.1% | +25.7% | +26.5% | PDF ↗ |
| Sep 12 | UNMUnum Group Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 4 | 39 | +0.8% | +7.6% | +6.4% | +11.6% | +25.6% | PDF ↗ |
| Sep 12 | VRSKVerisk Analytics, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Aug 4 | 39 | −8.0% | −8.9% | −25.7% | −39.2% | −33.8% | PDF ↗ |
| Sep 12 | WHRWhirlpool Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Aug 4 | 39 | +1.3% | +11.3% | −14.7% | −3.2% | −46.0% | PDF ↗ |
| Sep 12 | WDAYWorkday, Inc. - Class A Common Stock | ▼ SELL | Spouse | $1K–$15K | Aug 4 | 39 | −3.8% | +3.9% | +4.4% | −22.0% | −27.8% | PDF ↗ |
| Sep 12 | XPOXPO, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Aug 4 | 39 | 0.0% | +3.4% | +13.7% | +17.0% | +58.8% | PDF ↗ |
| Sep 12 | ZTSZoetis Inc. Class A Common Stock | ▼ SELL | Spouse | $1K–$15K | Aug 4 | 39 | +5.7% | +2.7% | −1.2% | −14.4% | −47.0% | PDF ↗ |
| Aug 13 | AMZNAmazon.com, Inc. - Common Stock | ▼ PARTIAL SELL | Spouse | $1K–$15K | Aug 4 | 9 | +3.1% | +6.6% | +13.7% | +11.4% | +26.5% | PDF ↗ |
| Aug 13 | AMATApplied Materials, Inc. - Common Stock | ▼ PARTIAL SELL | Spouse | $1K–$15K | Aug 4 | 9 | 0.0% | −13.0% | +26.1% | +74.3% | +174.6% | PDF ↗ |
| Aug 13 | AJGArthur J. Gallagher & Co. Common Stock | ▼ SELL | Spouse | $1K–$15K | Aug 4 | 9 | +1.5% | +4.4% | −13.3% | −15.6% | −12.9% | PDF ↗ |
| Aug 13 | ALVAutoliv, Inc. Common Stock | ▼ PARTIAL SELL | Spouse | $1K–$15K | Aug 4 | 9 | 0.0% | +5.6% | −1.7% | +3.0% | +1.5% | PDF ↗ |
| Aug 13 | ABBVAbbVie Inc. Common Stock | ▼ PARTIAL SELL | Spouse | $1K–$15K | Jul 22 | 22 | 0.0% | +8.6% | +20.6% | +12.6% | +36.3% | PDF ↗ |
| Aug 13 | ABBVAbbVie Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 22 | 22 | 0.0% | +8.6% | +20.6% | +12.6% | +36.3% | PDF ↗ |
| Aug 13 | ACIAlbertsons Companies, Inc. Class A Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 22 | 22 | −5.3% | −6.5% | −6.0% | −15.8% | −26.5% | PDF ↗ |
| Aug 13 | BABAAlibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | ▲ BUY | Spouse | $1K–$15K | Jul 22 | 22 | −0.2% | +0.9% | +38.9% | +37.6% | −4.4% | PDF ↗ |
| Aug 13 | AMZNAmazon.com, Inc. - Common Stock | ▼ PARTIAL SELL | Spouse | $1K–$15K | Jul 22 | 22 | +2.3% | +2.2% | −5.8% | +5.7% | +9.3% | PDF ↗ |
| Aug 13 | ARAntero Resources Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 22 | 22 | −9.1% | −11.9% | −15.2% | −5.3% | −2.8% | PDF ↗ |
| Aug 13 | AAPLApple Inc. - Common Stock | ▼ PARTIAL SELL | Spouse | $1K–$15K | Jul 22 | 22 | +1.3% | +9.7% | +19.5% | +21.0% | +58.0% | PDF ↗ |
| Aug 13 | AMATApplied Materials, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 22 | 22 | −0.1% | −15.1% | +18.1% | +71.7% | +176.0% | PDF ↗ |
| Aug 13 | ASMLASML Holding N.V. - New York Registry Shares | ▼ PARTIAL SELL | Spouse | $1K–$15K | Jul 22 | 22 | −3.2% | +1.0% | +40.1% | +84.9% | +145.2% | PDF ↗ |
| Aug 13 | AZNAstraZeneca PLC - American Depositary Shares | ▲ BUY | Spouse | $1K–$15K | Jul 22 | 22 | +0.4% | +7.5% | +14.9% | +28.1% | | PDF ↗ |
| Aug 13 | ALVAutoliv, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 22 | 22 | +4.7% | +7.0% | +5.3% | +12.8% | +4.8% | PDF ↗ |
| Aug 13 | BAXBaxter International Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 22 | 22 | +2.7% | −11.8% | −16.9% | −30.2% | −18.6% | PDF ↗ |
| Aug 13 | BHPBHP Group Limited American Depositary Shares | ▲ BUY | Spouse | $1K–$15K | Jul 22 | 22 | +2.5% | +4.5% | +7.2% | +25.1% | +55.3% | PDF ↗ |
| Aug 13 | CSCOCisco Systems, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 22 | 22 | −1.4% | −1.1% | +3.1% | +10.5% | +64.5% | PDF ↗ |
| Aug 13 | CNHCNH Industrial N.V. Common Shares | ▲ BUY | Spouse | $1K–$15K | Jul 22 | 22 | 0.0% | −5.9% | −18.9% | −15.7% | −17.4% | PDF ↗ |
| Aug 13 | CAGConAgra Brands, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 22 | 22 | 0.0% | −0.2% | −9.3% | −11.7% | −25.7% | PDF ↗ |
| Aug 13 | CWCurtiss-Wright Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 22 | 22 | +2.2% | | +15.2% | +38.3% | | PDF ↗ |
| Aug 13 | DHRDanaher Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 22 | 22 | +8.2% | +11.1% | +9.7% | +24.3% | +3.5% | PDF ↗ |
| Aug 13 | DRIDarden Restaurants, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 22 | 22 | −2.2% | −1.0% | −10.1% | +2.5% | −6.2% | PDF ↗ |
| Aug 13 | DBXDropbox, Inc. - Class A Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 22 | 22 | −1.8% | +4.5% | +9.4% | −0.3% | +15.1% | PDF ↗ |
| Aug 13 | EHCEncompass Health Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 22 | 22 | −1.6% | +8.3% | +13.2% | | | PDF ↗ |
| Aug 13 | EPAMEPAM Systems, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 22 | 22 | −4.7% | −4.7% | −5.3% | | −46.4% | PDF ↗ |
| Aug 13 | XOMExxon Mobil Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 22 | 22 | +3.4% | −1.2% | +4.1% | +20.5% | +36.7% | PDF ↗ |
| Aug 13 | FIFiserv, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 22 | 22 | 0.0% | −3.8% | −12.6% | | | PDF ↗ |
| Aug 13 | ITGartner, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 22 | 22 | −1.5% | −32.5% | −34.1% | −32.3% | −62.7% | PDF ↗ |
| Aug 13 | GPIGroup 1 Automotive, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 22 | 22 | +6.0% | +7.4% | +8.2% | −2.3% | −19.7% | PDF ↗ |
| Aug 13 | HDBHDFC Bank Limited Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 22 | 22 | −0.8% | −4.6% | | | | PDF ↗ |
| Aug 13 | HRLHormel Foods Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 22 | 22 | 0.0% | +1.9% | −17.2% | −15.6% | −11.9% | PDF ↗ |
| Aug 13 | KMIKinder Morgan, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 22 | 22 | 0.0% | −4.2% | +0.4% | +2.1% | +17.9% | PDF ↗ |
| Aug 13 | LADLithia Motors, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 22 | 22 | −6.6% | | +1.4% | +8.7% | +8.1% | PDF ↗ |
| Aug 13 | LULUlululemon athletica inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 22 | 22 | −5.7% | −9.7% | −27.1% | −12.1% | −49.4% | PDF ↗ |
| Aug 13 | MKCMcCormick & Company, Incorporated Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 22 | 22 | +0.3% | −1.5% | −5.4% | −6.1% | −27.6% | PDF ↗ |
| Aug 13 | MEDPMedpace Holdings, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 22 | 22 | +44.9% | +53.3% | +76.3% | +95.0% | +74.1% | PDF ↗ |
| Aug 13 | MMSIMerit Medical Systems, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 22 | 22 | +0.8% | +1.8% | −0.9% | −0.9% | −11.9% | PDF ↗ |
| Aug 13 | METAMeta Platforms, Inc. - Class A Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 22 | 22 | +1.2% | +11.5% | +1.8% | −11.9% | −8.3% | PDF ↗ |
| Aug 13 | MUMicron Technology, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 22 | 22 | −2.7% | +5.7% | +76.9% | +217.1% | | PDF ↗ |
| Aug 13 | MORNMorningstar, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 22 | 22 | +1.5% | −7.1% | −21.6% | | −38.0% | PDF ↗ |
| Aug 13 | NTESNetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares | ▲ BUY | Spouse | $1K–$15K | Jul 22 | 22 | −4.3% | −0.9% | +8.9% | −2.5% | | PDF ↗ |
| Aug 13 | NYTNew York Times Company | ▲ BUY | Spouse | $1K–$15K | Jul 22 | 22 | −1.6% | +14.7% | +4.0% | +35.3% | +43.7% | PDF ↗ |
| Aug 13 | NOVTNovanta Inc. - Common Shares | ▲ BUY | Spouse | $1K–$15K | Jul 22 | 22 | +3.7% | −6.3% | −3.1% | +6.9% | +21.2% | PDF ↗ |
| Aug 13 | NVSNovartis AG Common Stock | ▼ PARTIAL SELL | Spouse | $1K–$15K | Jul 22 | 22 | −1.8% | +5.7% | +11.9% | +22.2% | +30.9% | PDF ↗ |
| Aug 13 | RRCRange Resources Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 22 | 22 | 0.0% | −3.9% | +3.5% | +1.9% | +3.4% | PDF ↗ |
| Aug 13 | RGENRepligen Corporation - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 22 | 22 | 0.0% | +3.5% | +28.1% | +31.9% | +11.5% | PDF ↗ |
| Aug 13 | RVTYRevvity, Inc. Common Stock | ▼ PARTIAL SELL | Spouse | $1K–$15K | Jul 22 | 22 | +4.2% | −8.7% | −6.1% | +12.5% | +14.0% | PDF ↗ |
| Aug 13 | ROPRoper Technologies, Inc. | ▲ BUY | Spouse | $1K–$15K | Jul 22 | 22 | −1.8% | −5.4% | −9.7% | −27.8% | −36.6% | PDF ↗ |
| Aug 13 | RGLDRoyal Gold, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 22 | 22 | −3.4% | +8.5% | +22.6% | +67.7% | +27.3% | PDF ↗ |
| Aug 13 | SNYSanofi - American Depositary Shares | ▼ SELL | Spouse | $1K–$15K | Jul 22 | 22 | +1.5% | +2.1% | +3.8% | −6.2% | −8.4% | PDF ↗ |
| Aug 13 | SAPSAP SE ADS | ▼ SELL | Spouse | $1K–$15K | Jul 22 | 22 | −2.8% | −4.4% | −6.1% | −19.6% | −48.8% | PDF ↗ |
| Aug 13 | SLBSchlumberger N.V. Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 22 | 22 | +0.9% | −5.2% | −7.1% | +33.0% | +33.7% | PDF ↗ |
| Aug 13 | SBUXStarbucks Corporation - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 22 | 22 | −0.1% | −1.3% | −9.0% | −0.9% | +12.5% | PDF ↗ |
| Aug 13 | TRGPTarga Resources, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 22 | 22 | −3.2% | −3.5% | −8.4% | +14.0% | +63.8% | PDF ↗ |
| Aug 13 | TFXTeleflex Incorporated Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 22 | 22 | 0.0% | | +11.3% | −12.8% | +13.0% | PDF ↗ |
| Aug 13 | TPLTexas Pacific Land Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 22 | 22 | +1.0% | −6.1% | −3.2% | | | PDF ↗ |
| Aug 13 | TMOThermo Fisher Scientific Inc Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 22 | 22 | +15.3% | +17.9% | +29.9% | +49.2% | +28.4% | PDF ↗ |
| Aug 13 | ULUnilever PLC Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 22 | 22 | −2.1% | +2.2% | +5.3% | +8.1% | +1.8% | PDF ↗ |
| Aug 13 | UNPUnion Pacific Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 22 | 22 | −2.0% | −0.6% | −1.4% | −3.3% | +31.6% | PDF ↗ |
| Aug 13 | WATWaters Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 22 | 22 | +7.6% | +3.5% | +18.8% | | +33.6% | PDF ↗ |
| Aug 13 | WDFCWD-40 Company - Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 22 | 22 | 0.0% | +5.7% | −6.0% | +1.5% | +11.2% | PDF ↗ |
| Aug 13 | WSTWest Pharmaceutical Services, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 22 | 22 | 0.0% | −3.8% | +5.0% | +0.8% | +39.0% | PDF ↗ |
| Aug 13 | WALWestern Alliance Bancorporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 22 | 22 | −3.4% | +4.4% | −12.9% | +9.0% | −1.1% | PDF ↗ |
| Aug 13 | WHRWhirlpool Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 22 | 22 | +1.4% | −8.7% | −24.6% | −9.7% | −60.4% | PDF ↗ |
| Aug 13 | XPOXPO, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 22 | 22 | +4.7% | −0.8% | +2.2% | +17.1% | +67.2% | PDF ↗ |
| Aug 13 | ZTSZoetis Inc. Class A Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 22 | 22 | 0.0% | +5.7% | +0.2% | −14.5% | −49.1% | PDF ↗ |
| Aug 13 | WMSAdvanced Drainage Systems, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 16 | 28 | −2.7% | +18.6% | +12.6% | +23.3% | +22.8% | PDF ↗ |
| Aug 13 | AAgilent Technologies, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 16 | 28 | −7.5% | −2.4% | +12.0% | +19.9% | +9.3% | PDF ↗ |
| Aug 13 | ACIAlbertsons Companies, Inc. Class A Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 16 | 28 | 0.0% | −6.5% | −6.4% | −15.8% | −28.2% | PDF ↗ |
| Aug 13 | ALEXAlexander & Baldwin, Inc. Common Stock REIT Holding Company | ▲ BUY | Spouse | $1K–$15K | Jul 16 | 28 | −2.3% | +0.6% | −7.4% | +15.3% | | PDF ↗ |
| Aug 13 | BUDAnheuser-Busch Inbev SA Sponsored ADR | ▲ BUY | Spouse | $1K–$15K | Jul 16 | 28 | +0.2% | −8.6% | −12.4% | −2.8% | +17.4% | PDF ↗ |
| Aug 13 | ADPAutomatic Data Processing, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 16 | 28 | | | | | | PDF ↗ |
| Aug 13 | BRK-BBerkshire Hathaway Inc. New Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 16 | 28 | −0.4% | −1.1% | +3.4% | +3.6% | +3.8% | PDF ↗ |
| Aug 13 | BLKBlackRock, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 16 | 28 | +0.2% | +2.1% | +4.9% | −1.1% | −5.9% | PDF ↗ |
| Aug 13 | SCHWCharles Schwab Corporation | ▼ SELL | Spouse | $1K–$15K | Jul 16 | 28 | +5.0% | +4.7% | +2.4% | +9.8% | +13.0% | PDF ↗ |
| Aug 13 | CTSHCognizant Technology Solutions Corporation - Class A Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 16 | 28 | +0.4% | −6.0% | −12.0% | +13.1% | −43.5% | PDF ↗ |
| Aug 13 | CDPCOPT Defense Properties Common Shares of Beneficial Interest | ▼ SELL | Spouse | $1K–$15K | Jul 16 | 28 | −1.5% | −0.7% | −1.6% | +4.5% | +29.2% | PDF ↗ |
| Aug 13 | CUZCousins Properties Incorporated Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 16 | 28 | −5.0% | −1.8% | −7.5% | −6.6% | +9.7% | PDF ↗ |
| Aug 13 | CRWDCrowdStrike Holdings, Inc. - Class A Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 16 | 28 | +1.3% | −9.7% | +8.3% | +0.2% | | PDF ↗ |
| Aug 13 | DRIDarden Restaurants, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 16 | 28 | 0.0% | −1.0% | −10.7% | −3.3% | −3.9% | PDF ↗ |
| Aug 13 | DEDeere & Company Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 16 | 28 | −2.5% | −1.3% | −12.5% | −4.2% | +16.6% | PDF ↗ |
| Aug 13 | FANGDiamondback Energy, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 16 | 28 | −2.1% | −5.2% | −1.5% | +4.8% | +32.8% | PDF ↗ |
| Aug 13 | LLYEli Lilly and Company Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 16 | 28 | −2.7% | −21.1% | +1.2% | +30.9% | +45.3% | PDF ↗ |
| Aug 13 | EQHEquitable Holdings, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 16 | 28 | −1.6% | −2.3% | −8.1% | −14.0% | −12.2% | PDF ↗ |
| Aug 13 | EGEverest Group, Ltd. Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 16 | 28 | −0.6% | 0.0% | +5.8% | −0.1% | +13.9% | PDF ↗ |
| Aug 13 | FCPTFour Corners Property Trust, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 16 | 28 | 0.0% | −2.9% | −6.2% | −6.3% | −3.9% | PDF ↗ |
| Aug 13 | ITGartner, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 16 | 28 | −4.4% | −10.1% | −34.5% | −35.3% | −61.8% | PDF ↗ |
| Aug 13 | GISGeneral Mills, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 16 | 28 | −4.7% | | −6.2% | −13.5% | −29.3% | PDF ↗ |
| Aug 13 | HDHome Depot, Inc. | ▼ SELL | Spouse | $1K–$15K | Jul 16 | 28 | −2.9% | +4.8% | +4.7% | +1.2% | −7.2% | PDF ↗ |
| Aug 13 | HRLHormel Foods Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 16 | 28 | −4.0% | | −20.5% | −18.1% | −17.3% | PDF ↗ |
| Aug 13 | IBMInternational Business Machines Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 16 | 28 | +0.8% | −14.6% | −2.2% | +7.3% | +1.4% | PDF ↗ |
| Aug 13 | ISRGIntuitive Surgical, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 16 | 28 | −0.3% | −6.7% | −15.0% | +14.4% | −24.1% | PDF ↗ |
| Aug 13 | JKHYJack Henry & Associates, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 16 | 28 | +3.3% | −6.7% | −13.1% | +6.7% | −14.2% | PDF ↗ |
| Aug 13 | KMBKimberly-Clark Corporation - Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 16 | 28 | −1.4% | +5.2% | −7.1% | −24.0% | −13.1% | PDF ↗ |
| Aug 13 | LSTRLandstar System, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 16 | 28 | +0.9% | −9.8% | −11.5% | +12.7% | +51.3% | PDF ↗ |
| Aug 13 | LINLinde plc - Ordinary Shares | ▼ SELL | Spouse | $1K–$15K | Jul 16 | 28 | −0.8% | +0.3% | −3.7% | −5.4% | +11.5% | PDF ↗ |
| Aug 13 | LULUlululemon athletica inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 16 | 28 | −2.8% | −21.2% | −28.2% | −11.6% | −49.6% | PDF ↗ |
| Aug 13 | METAMeta Platforms, Inc. - Class A Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 16 | 28 | −0.9% | +8.3% | +0.7% | −8.1% | −5.8% | PDF ↗ |
| Aug 13 | MSFTMicrosoft Corporation - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 16 | 28 | +1.3% | +3.7% | +2.0% | −4.8% | −23.5% | PDF ↗ |
| Aug 13 | MUFGMitsubishi UFJ Financial Group, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 16 | 28 | 0.0% | +9.6% | +11.5% | +42.2% | +60.4% | PDF ↗ |
| Aug 13 | NEMNewmont Corporation | ▼ PARTIAL SELL | Spouse | $1K–$15K | Jul 16 | 28 | −3.2% | +14.5% | +48.7% | +81.3% | +54.8% | PDF ↗ |
| Aug 13 | NICENICE Ltd - American Depositary Shares each representing one Ordinary Share | ▼ SELL | Spouse | $1K–$15K | Jul 16 | 28 | +2.5% | −2.0% | −13.3% | −22.8% | −31.8% | PDF ↗ |
| Aug 13 | NOGNorthern Oil and Gas, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 16 | 28 | −11.4% | −20.0% | −24.8% | −26.6% | −33.8% | PDF ↗ |
| Aug 13 | NOVNOV Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 16 | 28 | +3.5% | −10.2% | −4.1% | +35.8% | +44.4% | PDF ↗ |
| Aug 13 | PANWPalo Alto Networks, Inc. | ▼ SELL | Spouse | $1K–$15K | Jul 16 | 28 | +4.5% | −6.4% | +13.8% | +0.1% | +88.9% | PDF ↗ |
| Aug 13 | PAYXPaychex, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 16 | 28 | −1.1% | −3.4% | −11.7% | −21.2% | −23.3% | PDF ↗ |
| Aug 13 | PDDPDD Holdings Inc. - American Depositary Shares | ▲ BUY | Spouse | $1K–$15K | Jul 16 | 28 | +3.9% | +8.9% | +21.4% | +14.9% | −18.9% | PDF ↗ |
| Aug 13 | PFEPfizer, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 16 | 28 | −4.6% | −4.2% | −3.6% | −0.7% | −5.8% | PDF ↗ |
| Aug 13 | PECOPhillips Edison & Company, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 16 | 28 | 0.0% | | −1.2% | | +26.0% | PDF ↗ |
| Aug 13 | PRGSProgress Software Corporation - Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 16 | 28 | 0.0% | −8.1% | −6.4% | | −22.6% | PDF ↗ |
| Aug 13 | PGRProgressive Corporation | ▼ SELL | Spouse | $1K–$15K | Jul 16 | 28 | +1.0% | +1.7% | −1.9% | −11.6% | −13.4% | PDF ↗ |
| Aug 13 | CRMSalesforce, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 16 | 28 | +1.7% | −6.8% | −3.6% | +0.7% | −36.7% | PDF ↗ |
| Aug 13 | CRMSalesforce, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 16 | 28 | +1.7% | −6.8% | −3.6% | +0.7% | −36.7% | PDF ↗ |
| Aug 13 | SAPSAP SE ADS | ▲ BUY | Spouse | $1K–$15K | Jul 16 | 28 | −3.6% | −4.8% | −10.5% | −18.1% | −47.7% | PDF ↗ |
| Aug 13 | SLBSchlumberger N.V. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 16 | 28 | −5.8% | −11.7% | −11.8% | +21.1% | +26.9% | PDF ↗ |
| Aug 13 | SCIService Corporation International Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 16 | 28 | −5.3% | +0.3% | +1.6% | +0.7% | −2.0% | PDF ↗ |
| Aug 13 | FUNSix Flags Entertainment Corporation Common Stock New | ▲ BUY | Spouse | $1K–$15K | Jul 16 | 28 | +7.1% | −17.1% | −28.2% | −44.7% | | PDF ↗ |
| Aug 13 | TFXTeleflex Incorporated Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 16 | 28 | +2.4% | −0.7% | +14.0% | −7.0% | +16.9% | PDF ↗ |
| Aug 13 | UPSUnited Parcel Service, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 16 | 28 | 0.0% | −13.0% | −16.2% | +8.9% | +13.4% | PDF ↗ |
| Aug 13 | WPCW. P. Carey Inc. REIT | ▼ SELL | Spouse | $1K–$15K | Jul 16 | 28 | +3.7% | +6.1% | +8.4% | +12.8% | +15.0% | PDF ↗ |
| Aug 13 | WRBW.R. Berkley Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 16 | 28 | −1.6% | +2.5% | +12.4% | −0.2% | +4.8% | PDF ↗ |
| Aug 13 | WATWaters Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 16 | 28 | −5.1% | −1.8% | +13.3% | +33.0% | +26.8% | PDF ↗ |
| Aug 13 | WDFCWD-40 Company - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 16 | 28 | −4.2% | +1.2% | −10.0% | −14.2% | +11.7% | PDF ↗ |
| Aug 13 | WALWestern Alliance Bancorporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 16 | 28 | +2.7% | −4.4% | −13.2% | +8.0% | −0.4% | PDF ↗ |
| Aug 13 | ABTAbbott Laboratories Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 10 | 34 | −2.2% | −5.3% | +0.1% | −7.6% | −29.0% | PDF ↗ |
| Aug 13 | ACNAccenture plc Class A Ordinary Shares | ▼ SELL | Spouse | $1K–$15K | Jul 10 | 34 | −5.9% | −13.9% | −19.0% | −13.5% | −54.3% | PDF ↗ |
| Aug 13 | ADBEAdobe Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 10 | 34 | −3.2% | −8.3% | −8.6% | −12.1% | −42.1% | PDF ↗ |
| Aug 13 | AIGAmerican International Group, Inc. New Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 10 | 34 | −2.6% | −6.1% | −2.6% | +2.8% | −2.6% | PDF ↗ |
| Aug 13 | ARAntero Resources Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 10 | 34 | +4.5% | −7.1% | −4.6% | −3.8% | −1.2% | PDF ↗ |
| Aug 13 | TAT&T Inc. | ▼ SELL | Spouse | $1K–$15K | Jul 10 | 34 | −4.2% | −2.4% | −9.8% | −14.8% | −27.4% | PDF ↗ |
| Aug 13 | ADSKAutodesk, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 10 | 34 | −11.5% | −7.5% | −1.7% | −7.4% | −34.5% | PDF ↗ |
| Aug 13 | ADPAutomatic Data Processing, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 10 | 34 | | −1.3% | −6.3% | −13.9% | −20.2% | PDF ↗ |
| Aug 13 | BJBJ's Wholesale Club Holdings, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 10 | 34 | 0.0% | +3.3% | −12.8% | −15.6% | −15.4% | PDF ↗ |
| Aug 13 | BRBroadridge Financial Solutions, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 10 | 34 | | +0.7% | −6.9% | −9.7% | −37.0% | PDF ↗ |
| Aug 13 | SCHWCharles Schwab Corporation | ▲ BUY | Spouse | $1K–$15K | Jul 10 | 34 | −1.4% | +3.2% | +1.0% | +8.2% | +4.8% | PDF ↗ |
| Aug 13 | KOCoca-Cola Company | ▼ SELL | Spouse | $1K–$15K | Jul 10 | 34 | −1.8% | −2.6% | −6.4% | −2.8% | +17.9% | PDF ↗ |
| Aug 13 | CTSHCognizant Technology Solutions Corporation - Class A Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 10 | 34 | −6.3% | −11.9% | −17.5% | +6.0% | −47.1% | PDF ↗ |
| Aug 13 | COSTCostco Wholesale Corporation - Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 10 | 34 | −4.1% | −4.0% | −7.8% | −13.9% | −4.1% | PDF ↗ |
| Aug 13 | CUZCousins Properties Incorporated Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 10 | 34 | −1.2% | −8.8% | −0.1% | −10.9% | +5.7% | PDF ↗ |
| Aug 13 | CWCurtiss-Wright Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 10 | 34 | +1.2% | +2.6% | +15.3% | | +59.3% | PDF ↗ |
| Aug 13 | DTDynatrace, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 10 | 34 | 0.0% | −18.2% | −16.2% | −26.8% | −20.8% | PDF ↗ |
| Aug 13 | ECEcopetrol S.A. American Depositary Shares | ▼ SELL | Spouse | $1K–$15K | Jul 10 | 34 | −1.1% | −9.6% | −0.5% | +11.5% | +60.3% | PDF ↗ |
| Aug 13 | ELVElevance Health, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 10 | 34 | −19.2% | −16.7% | | +2.1% | +11.9% | PDF ↗ |
| Aug 13 | LLYEli Lilly and Company Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 10 | 34 | +2.0% | −17.6% | +8.0% | +38.6% | +54.3% | PDF ↗ |
| Aug 13 | EIGEmployers Holdings Inc Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 10 | 34 | 0.0% | −8.7% | | −3.4% | +5.3% | PDF ↗ |
| Aug 13 | ELSEquity Lifestyle Properties, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 10 | 34 | 0.0% | −2.0% | +2.3% | −0.9% | +7.7% | PDF ↗ |
| Aug 13 | FTVFortive Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 10 | 34 | 0.0% | | −1.7% | +8.2% | +19.5% | PDF ↗ |
| Aug 13 | GISGeneral Mills, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 10 | 34 | −3.0% | −3.9% | −7.4% | −16.1% | −29.3% | PDF ↗ |
| Aug 13 | GLGlobe Life Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 10 | 34 | −2.5% | +13.2% | +12.6% | +17.5% | +45.8% | PDF ↗ |
| Aug 13 | GMEDGlobus Medical, Inc. Class A Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 10 | 34 | −4.8% | −11.0% | +2.2% | +56.3% | +35.4% | PDF ↗ |
| Aug 13 | HLNHaleon plc American Depositary Shares | ▼ SELL | Spouse | $1K–$15K | Jul 10 | 34 | −2.8% | −5.8% | −14.0% | −1.4% | −5.2% | PDF ↗ |
| Aug 13 | HDHome Depot, Inc. | ▲ BUY | Spouse | $1K–$15K | Jul 10 | 34 | −0.4% | +0.5% | +1.6% | −7.4% | −3.7% | PDF ↗ |
| Aug 13 | INGRIngredion Incorporated Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 10 | 34 | −0.7% | −7.4% | | −18.6% | −27.5% | PDF ↗ |
| Aug 13 | ISRGIntuitive Surgical, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 10 | 34 | −5.8% | −12.2% | −17.7% | +8.9% | −23.8% | PDF ↗ |
| Aug 13 | JKHYJack Henry & Associates, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 10 | 34 | −3.4% | −6.0% | −16.1% | −1.6% | −17.1% | PDF ↗ |
| Aug 13 | KMBKimberly-Clark Corporation - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 10 | 34 | −2.1% | −1.1% | −7.4% | −26.2% | −13.2% | PDF ↗ |
| Aug 13 | KMIKinder Morgan, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 10 | 34 | −1.7% | −5.8% | +0.2% | −2.5% | +11.5% | PDF ↗ |
| Aug 13 | MNSTMonster Beverage Corporation - Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 10 | 34 | 0.0% | +1.1% | +16.8% | +28.6% | +64.1% | PDF ↗ |
| Aug 13 | NGGNational Grid Transco, PLC National Grid PLC | ▼ SELL | Spouse | $1K–$15K | Jul 10 | 34 | +0.7% | +1.7% | +3.8% | +12.4% | +16.9% | PDF ↗ |
| Aug 13 | NVONovo Nordisk A/S Common Stock | ▼ PARTIAL SELL | Spouse | $1K–$15K | Jul 10 | 34 | −1.0% | −30.8% | −14.4% | −24.8% | −27.6% | PDF ↗ |
| Aug 13 | OKTAOkta, Inc. - Class A Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 10 | 34 | −3.8% | −3.2% | −5.9% | −15.6% | +42.6% | PDF ↗ |
| Aug 13 | PANWPalo Alto Networks, Inc. | ▲ BUY | Spouse | $1K–$15K | Jul 10 | 34 | −7.1% | −14.3% | +5.3% | −11.1% | +72.5% | PDF ↗ |
| Aug 13 | PENPenumbra, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 10 | 34 | −4.6% | −3.2% | +2.2% | +27.9% | +27.6% | PDF ↗ |
| Aug 13 | PMPhilip Morris International Inc Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 10 | 34 | +2.5% | −4.9% | −14.3% | −13.3% | +3.3% | PDF ↗ |
| Aug 13 | PGProcter & Gamble Company | ▼ SELL | Spouse | $1K–$15K | Jul 10 | 34 | 0.0% | −4.1% | −6.1% | −9.7% | −3.6% | PDF ↗ |
| Aug 13 | PRGSProgress Software Corporation - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 10 | 34 | −23.3% | −29.5% | −28.2% | −31.7% | −39.7% | PDF ↗ |
| Aug 13 | PGRProgressive Corporation | ▲ BUY | Spouse | $1K–$15K | Jul 10 | 34 | −2.6% | −1.0% | −2.4% | −15.6% | −7.7% | PDF ↗ |
| Aug 13 | PWRQuanta Services, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 10 | 34 | +0.1% | +2.2% | +8.8% | +13.4% | +72.9% | PDF ↗ |
| Aug 13 | SESea Limited American Depositary Shares, each representing one Class A Ordinary Share | ▼ SELL | Spouse | $1K–$15K | Jul 10 | 34 | +5.6% | +2.6% | +21.1% | −12.2% | −32.4% | PDF ↗ |
| Aug 13 | SFMSprouts Farmers Market, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 10 | 34 | −1.6% | −8.3% | −36.6% | −50.1% | −49.4% | PDF ↗ |
| Aug 13 | TSLATesla, Inc. - Common Stock | ▼ PARTIAL SELL | Spouse | $1K–$15K | Jul 10 | 34 | −0.6% | −4.0% | +43.7% | +38.9% | +24.8% | PDF ↗ |
| Aug 13 | USFDUS Foods Holding Corp. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jul 10 | 34 | +2.9% | +5.7% | −3.3% | −4.4% | +24.8% | PDF ↗ |
| Aug 13 | VZVerizon Communications Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 10 | 34 | −6.2% | −1.5% | +0.3% | −7.6% | −3.0% | PDF ↗ |
| Aug 13 | VNOMViper Energy, Inc. - Class A Common Stock | ▼ SELL | Spouse | $1K–$15K | Jul 10 | 34 | +3.9% | −1.4% | +3.2% | | +12.3% | PDF ↗ |
| Aug 13 | WPCW. P. Carey Inc. REIT | ▲ BUY | Spouse | $1K–$15K | Jul 10 | 34 | 0.0% | +6.1% | +8.4% | +6.4% | +14.3% | PDF ↗ |
| Aug 13 | WMBWilliams Companies, Inc. | ▼ SELL | Spouse | $1K–$15K | Jul 10 | 34 | +0.8% | +4.3% | +8.5% | +5.8% | +26.6% | PDF ↗ |
| Aug 13 | ABTAbbott Laboratories Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 24 | 50late | +1.0% | −7.0% | +2.3% | −5.7% | −33.5% | PDF ↗ |
| Aug 13 | ACNAccenture plc Class A Ordinary Shares | ▲ BUY | Spouse | $1K–$15K | Jun 24 | 50late | +0.3% | −4.1% | −18.6% | −7.6% | −56.6% | PDF ↗ |
| Aug 13 | AGCOAGCO Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 24 | 50late | +1.9% | +5.9% | +9.1% | +5.3% | +14.0% | PDF ↗ |
| Aug 13 | GOOGLAlphabet Inc. - Class A Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 24 | 50late | +7.1% | +11.1% | +52.9% | +84.3% | +120.9% | PDF ↗ |
| Aug 13 | AMGNAmgen Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 24 | 50late | +1.7% | +8.2% | +4.8% | +20.2% | +23.9% | PDF ↗ |
| Aug 13 | ATRAptarGroup, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 24 | 50late | +1.6% | +2.1% | −12.7% | −21.1% | −18.6% | PDF ↗ |
| Aug 13 | MTArcelor Mittal NY Registry Shares NEW | ▲ BUY | Spouse | $1K–$15K | Jun 24 | 50late | 0.0% | +7.6% | +13.0% | +42.8% | +102.8% | PDF ↗ |
| Aug 13 | BDXBecton, Dickinson and Company Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 24 | 50late | +1.4% | +6.2% | +11.1% | +16.8% | −14.5% | PDF ↗ |
| Aug 13 | BPBP p.l.c. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 24 | 50late | +0.1% | +2.4% | +9.2% | +8.6% | +20.7% | PDF ↗ |
| Aug 13 | BTIBritish American Tobacco Industries, p.l.c. Common Stock ADR | ▼ SELL | Spouse | $1K–$15K | Jun 24 | 50late | −3.4% | +5.3% | +9.9% | +15.2% | +20.2% | PDF ↗ |
| Aug 13 | CHXChampionX Corporation | ▼ SELL | Spouse | $1K–$15K | Jun 24 | 50late | 0.0% | | | | | PDF ↗ |
| Aug 13 | CHEChemed Corp | ▲ BUY | Spouse | $1K–$15K | Jun 24 | 50late | −15.6% | −15.5% | −18.0% | | −21.3% | PDF ↗ |
| Aug 13 | CVXChevron Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 24 | 50late | −4.3% | +0.3% | +4.5% | −1.9% | +16.1% | PDF ↗ |
| Aug 13 | CHRDChord Energy Corporation - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 24 | 50late | −5.2% | +2.2% | −3.6% | −13.4% | +19.6% | PDF ↗ |
| Aug 13 | CHDChurch & Dwight Company, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 24 | 50late | −0.9% | −0.4% | −9.6% | −12.2% | −1.4% | PDF ↗ |
| Aug 13 | CLXClorox Company | ▲ BUY | Spouse | $1K–$15K | Jun 24 | 50late | +3.4% | +7.4% | +1.8% | −17.7% | −19.8% | PDF ↗ |
| Aug 13 | CNHCNH Industrial N.V. Common Shares | ▼ PARTIAL SELL | Spouse | $1K–$15K | Jun 24 | 50late | +3.4% | +2.9% | −13.7% | −23.7% | −17.0% | PDF ↗ |
| Aug 13 | KOCoca-Cola Company | ▲ BUY | Spouse | $1K–$15K | Jun 24 | 50late | +0.8% | +0.5% | −4.7% | +0.5% | +13.8% | PDF ↗ |
| Aug 13 | CLColgate-Palmolive Company Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 24 | 50late | +3.1% | +0.3% | −7.9% | | +1.5% | PDF ↗ |
| Aug 13 | COPConocoPhillips Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 24 | 50late | −4.8% | −3.2% | −2.9% | −2.9% | +13.8% | PDF ↗ |
| Aug 13 | CRGYCrescent Energy Company Class A Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 24 | 50late | −3.6% | −2.4% | −7.5% | −11.9% | +3.7% | PDF ↗ |
| Aug 13 | CMICummins Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 24 | 50late | 0.0% | +7.6% | +30.1% | +55.6% | | PDF ↗ |
| Aug 13 | DEDeere & Company Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 24 | 50late | −1.5% | −4.1% | −9.9% | −10.1% | +13.0% | PDF ↗ |
| Aug 13 | DEODiageo plc Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 24 | 50late | +4.2% | +1.7% | −2.9% | −13.6% | −20.8% | PDF ↗ |
| Aug 13 | DLBDolby Laboratories Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 24 | 50late | +4.7% | +4.0% | −1.0% | −8.3% | −27.6% | PDF ↗ |
| Aug 13 | DOWDow Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 24 | 50late | −2.7% | +2.1% | −15.4% | −16.2% | +14.3% | PDF ↗ |
| Aug 13 | DUOLDuolingo, Inc. - Class A Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 24 | 50late | 0.0% | −13.4% | −29.3% | −54.8% | −69.5% | PDF ↗ |
| Aug 13 | DTDynatrace, Inc. Common Stock | ▼ PARTIAL SELL | Spouse | $1K–$15K | Jun 24 | 50late | +1.4% | | −13.3% | −20.8% | −25.7% | PDF ↗ |
| Aug 13 | EBAYeBay Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 24 | 50late | −4.1% | +0.7% | +17.4% | +8.2% | +39.4% | PDF ↗ |
| Aug 13 | ELVElevance Health, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 24 | 50late | −7.2% | −25.0% | −17.1% | −8.9% | +3.9% | PDF ↗ |
| Aug 13 | EQNREquinor ASA | ▼ SELL | Spouse | $1K–$15K | Jun 24 | 50late | −9.5% | −7.5% | −13.0% | −17.8% | +16.6% | PDF ↗ |
| Aug 13 | XOMExxon Mobil Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 24 | 50late | −4.6% | −6.0% | −1.6% | +1.7% | +20.1% | PDF ↗ |
| Aug 13 | GISGeneral Mills, Inc. Common Stock | ▼ PARTIAL SELL | Spouse | $1K–$15K | Jun 24 | 50late | −5.5% | −8.0% | −5.8% | −10.5% | −37.5% | PDF ↗ |
| Aug 13 | GMEDGlobus Medical, Inc. Class A Common Stock | ▼ PARTIAL SELL | Spouse | $1K–$15K | Jun 24 | 50late | +1.3% | −2.6% | −3.4% | +50.4% | +49.0% | PDF ↗ |
| Aug 13 | GFIGold Fields Limited American Depositary Shares | ▼ SELL | Spouse | $1K–$15K | Jun 24 | 50late | 0.0% | +2.3% | +74.6% | +90.8% | +63.1% | PDF ↗ |
| Aug 13 | GSKGSK plc American Depositary Shares | ▼ SELL | Spouse | $1K–$15K | Jun 24 | 50late | +0.9% | −4.6% | +6.8% | +27.6% | +33.1% | PDF ↗ |
| Aug 13 | GWREGuidewire Software, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 24 | 50late | −1.0% | −6.7% | +3.6% | −15.9% | −56.8% | PDF ↗ |
| Aug 13 | HLNHaleon plc American Depositary Shares | ▲ BUY | Spouse | $1K–$15K | Jun 24 | 50late | −0.4% | −7.8% | −13.5% | −4.2% | −13.9% | PDF ↗ |
| Aug 13 | HALHalliburton Company Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 24 | 50late | +1.5% | +5.6% | +11.1% | +36.8% | +68.3% | PDF ↗ |
| Aug 13 | HMCHonda Motor Company, Ltd. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 24 | 50late | +1.9% | +3.0% | +15.9% | +3.4% | −9.9% | PDF ↗ |
| Aug 13 | HUMHumana Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 24 | 50late | +0.9% | −6.8% | +5.4% | +8.3% | +50.5% | PDF ↗ |
| Aug 13 | IBNICICI Bank Limited Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 24 | 50late | +3.1% | +1.8% | −2.7% | −8.1% | −13.2% | PDF ↗ |
| Aug 13 | INFYInfosys Limited American Depositary Shares | ▼ SELL | Spouse | $1K–$15K | Jun 24 | 50late | +4.8% | +2.9% | −4.0% | +14.4% | −40.2% | PDF ↗ |
| Aug 13 | INGING Group, N.V. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 24 | 50late | +3.3% | +6.9% | +19.3% | +32.0% | +47.2% | PDF ↗ |
| Aug 13 | INGRIngredion Incorporated Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 24 | 50late | −2.4% | −5.5% | −12.0% | −20.0% | −30.5% | PDF ↗ |
| Aug 13 | IBKRInteractive Brokers Group, Inc. - Class A Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 24 | 50late | | | | | | PDF ↗ |
| Aug 13 | INTUIntuit Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 24 | 50late | +2.6% | | −9.6% | −13.0% | −64.9% | PDF ↗ |
| Aug 13 | JDJD.com, Inc. - American Depositary Shares | ▼ SELL | Spouse | $1K–$15K | Jun 24 | 50late | +5.2% | +7.9% | +11.6% | −8.3% | −19.2% | PDF ↗ |
| Aug 13 | JNJJohnson & Johnson Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 24 | 50late | +2.5% | +7.6% | +15.8% | +35.6% | +50.1% | PDF ↗ |
| Aug 13 | LINLinde plc - Ordinary Shares | ▲ BUY | Spouse | $1K–$15K | Jun 24 | 50late | +3.8% | +1.1% | +4.2% | −7.2% | +11.4% | PDF ↗ |
| Aug 13 | LYBLyondellBasell Industries NV Ordinary Shares Class A | ▼ SELL | Spouse | $1K–$15K | Jun 24 | 50late | −0.8% | +7.1% | −12.4% | −26.1% | +3.0% | PDF ↗ |
| Aug 13 | MGYMagnolia Oil & Gas Corporation Class A Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 24 | 50late | −2.2% | +2.2% | +4.3% | −4.8% | +15.6% | PDF ↗ |
| Aug 13 | MAMastercard Incorporated Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 24 | 50late | +6.8% | +4.1% | +9.7% | +7.4% | −8.1% | PDF ↗ |
| Aug 13 | MCDMcDonald's Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 24 | 50late | +1.4% | +2.9% | +5.2% | +9.9% | −8.0% | PDF ↗ |
| Aug 13 | MRKMerck & Company, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 24 | 50late | +0.1% | +7.1% | +3.1% | +27.9% | +46.1% | PDF ↗ |
| Aug 13 | NGGNational Grid Transco, PLC National Grid PLC | ▲ BUY | Spouse | $1K–$15K | Jun 24 | 50late | +0.3% | −2.4% | −3.0% | +3.8% | +14.2% | PDF ↗ |
| Aug 13 | NWGNatWest Group plc American Depositary Shares, | ▼ SELL | Spouse | $1K–$15K | Jun 24 | 50late | −2.1% | | +1.8% | +26.4% | +26.2% | PDF ↗ |
| Aug 13 | NOCNorthrop Grumman Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 24 | 50late | +5.5% | +16.8% | +18.5% | +16.7% | +7.1% | PDF ↗ |
| Aug 13 | NOVNOV Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 24 | 50late | 0.0% | +6.1% | +2.9% | +21.4% | +44.4% | PDF ↗ |
| Aug 13 | OVVOvintiv Inc. | ▲ BUY | Spouse | $1K–$15K | Jun 24 | 50late | −1.8% | +3.4% | +6.5% | −3.5% | +35.3% | PDF ↗ |
| Aug 13 | PEPPepsico, Inc. | ▲ BUY | Spouse | $1K–$15K | Jun 24 | 50late | +1.5% | +11.0% | +9.9% | +13.9% | +10.0% | PDF ↗ |
| Aug 13 | PMPhilip Morris International Inc Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 24 | 50late | −3.1% | −9.8% | −11.1% | −14.4% | −2.5% | PDF ↗ |
| Aug 13 | PGProcter & Gamble Company | ▲ BUY | Spouse | $1K–$15K | Jun 24 | 50late | 0.0% | −2.5% | −3.8% | −10.2% | −5.5% | PDF ↗ |
| Aug 13 | RBARB Global, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 24 | 50late | +1.3% | +4.1% | +13.4% | +0.8% | +5.5% | PDF ↗ |
| Aug 13 | RSReliance, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 24 | 50late | +4.5% | −4.0% | −5.6% | −5.4% | +28.9% | PDF ↗ |
| Aug 13 | RIORio Tinto Plc Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 24 | 50late | +2.9% | +6.8% | +10.0% | +38.1% | +76.5% | PDF ↗ |
| Aug 13 | ROSTRoss Stores, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 24 | 50late | +1.8% | +8.3% | +14.7% | +41.5% | +82.3% | PDF ↗ |
| Aug 13 | SCIService Corporation International Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 24 | 50late | +2.1% | −4.5% | +0.4% | −2.0% | −9.0% | PDF ↗ |
| Aug 13 | SGISomnigroup International Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 24 | 50late | +3.4% | +12.3% | +29.3% | +37.6% | +15.0% | PDF ↗ |
| Aug 13 | SONYSony Group Corporation American Depositary Shares | ▼ SELL | Spouse | $1K–$15K | Jun 24 | 50late | +6.3% | −2.7% | +18.6% | +2.6% | −20.4% | PDF ↗ |
| Aug 13 | SBUXStarbucks Corporation - Common Stock | ▼ PARTIAL SELL | Spouse | $1K–$15K | Jun 24 | 50late | −0.2% | +1.6% | −7.6% | −7.9% | +9.0% | PDF ↗ |
| Aug 13 | TXRHTexas Roadhouse, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 24 | 50late | 0.0% | −4.1% | −17.3% | −8.9% | −7.9% | PDF ↗ |
| Aug 13 | SJMThe J.M. Smucker Company Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 24 | 50late | −1.3% | +9.5% | +12.2% | +1.8% | +14.4% | PDF ↗ |
| Aug 13 | TTETotalEnergies SE | ▼ SELL | Spouse | $1K–$15K | Jun 24 | 50late | −1.9% | −1.4% | −3.3% | +5.0% | +28.5% | PDF ↗ |
| Aug 13 | TMToyota Motor Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 24 | 50late | 0.0% | +9.9% | +13.2% | +24.8% | −3.4% | PDF ↗ |
| Aug 13 | TCOMTrip.com Group Limited - American Depositary Shares | ▲ BUY | Spouse | $1K–$15K | Jun 24 | 50late | +5.0% | +13.9% | +40.6% | +32.1% | −19.2% | PDF ↗ |
| Aug 13 | UNHUnitedHealth Group Incorporated Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 24 | 50late | +2.4% | −6.6% | +11.5% | +8.4% | +32.8% | PDF ↗ |
| Aug 13 | VALEVALE S.A. American Depositary Shares Each Representing one common share | ▲ BUY | Spouse | $1K–$15K | Jun 24 | 50late | +6.1% | +10.3% | +18.3% | +38.6% | +68.0% | PDF ↗ |
| Aug 13 | VRSNVeriSign, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 24 | 50late | +2.9% | +1.0% | +0.6% | | −10.1% | PDF ↗ |
| Aug 13 | VZVerizon Communications Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 24 | 50late | +1.5% | −2.1% | +4.3% | −4.5% | +8.8% | PDF ↗ |
| Aug 13 | VNOMViper Energy, Inc. - Class A Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 24 | 50late | +1.8% | −1.6% | −1.8% | −0.4% | +11.8% | PDF ↗ |
| Aug 13 | WMWaste Management, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 24 | 50late | −2.7% | −1.7% | −7.8% | −5.7% | −8.6% | PDF ↗ |
| Aug 13 | YUMYum! Brands, Inc. | ▲ BUY | Spouse | $1K–$15K | Jun 24 | 50late | +5.0% | +3.4% | +5.6% | +8.7% | +7.5% | PDF ↗ |
| Aug 13 | ADBEAdobe Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 23 | 51late | +4.0% | −2.5% | −2.9% | −5.6% | −48.2% | PDF ↗ |
| Aug 13 | XUnited States Steel Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 20 | 54late | +5.1% | | | | | PDF ↗ |
| Aug 13 | ABBVAbbVie Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | 0.0% | +3.7% | +19.6% | +22.6% | +22.7% | PDF ↗ |
| Aug 13 | WMSAdvanced Drainage Systems, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | 0.0% | +1.9% | +22.5% | +26.8% | +14.3% | PDF ↗ |
| Aug 13 | AMDAdvanced Micro Devices, Inc. | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +10.4% | +26.1% | +36.5% | +80.1% | +340.4% | PDF ↗ |
| Aug 13 | AAgilent Technologies, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | 0.0% | +6.7% | +9.3% | +20.4% | | PDF ↗ |
| Aug 13 | ADCAgree Realty Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 17 | 57late | −0.5% | −4.9% | −3.1% | −4.6% | +0.7% | PDF ↗ |
| Aug 13 | ALKAlaska Air Group, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 17 | 57late | −0.3% | +7.7% | +29.9% | +5.3% | −3.0% | PDF ↗ |
| Aug 13 | BABAAlibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | ▼ PARTIAL SELL | Spouse | $1K–$15K | Jun 17 | 57late | +0.1% | −5.4% | +37.4% | +32.3% | 0.0% | PDF ↗ |
| Aug 13 | ALLEAllegion plc Ordinary Shares | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +4.7% | +10.3% | +28.6% | +18.2% | −1.6% | PDF ↗ |
| Aug 13 | AMZNAmazon.com, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | −2.4% | +4.7% | +9.0% | +5.3% | +11.0% | PDF ↗ |
| Aug 13 | AXPAmerican Express Company Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +3.8% | +11.0% | +13.0% | +32.9% | +13.1% | PDF ↗ |
| Aug 13 | AIGAmerican International Group, Inc. New Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +1.0% | −3.8% | −8.8% | +0.3% | −10.1% | PDF ↗ |
| Aug 13 | AAPLApple Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +2.3% | +7.5% | +19.1% | +41.7% | +48.2% | PDF ↗ |
| Aug 13 | ARMKAramark Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 17 | 57late | +4.3% | +8.9% | −4.1% | −2.7% | +37.6% | PDF ↗ |
| Aug 13 | AWIArmstrong World Industries Inc Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 17 | 57late | +1.1% | +11.6% | +30.7% | | +2.5% | PDF ↗ |
| Aug 13 | ASMLASML Holding N.V. - New York Registry Shares | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | 0.0% | +6.0% | +7.6% | +43.8% | +146.3% | PDF ↗ |
| Aug 13 | AZNAstraZeneca PLC - American Depositary Shares | ▼ PARTIAL SELL | Spouse | $1K–$15K | Jun 17 | 57late | −1.1% | +0.5% | +10.3% | +29.4% | | PDF ↗ |
| Aug 13 | TAT&T Inc. | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | −0.7% | −2.9% | +3.7% | −12.1% | −15.7% | PDF ↗ |
| Aug 13 | ADSKAutodesk, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +1.4% | −5.5% | +7.6% | +0.3% | −34.7% | PDF ↗ |
| Aug 13 | AVTRAvantor, Inc. Common Stock | ▼ PARTIAL SELL | Spouse | $1K–$15K | Jun 17 | 57late | +2.1% | 0.0% | −3.5% | −16.5% | −29.3% | PDF ↗ |
| Aug 13 | AVNTAvient Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 17 | 57late | −4.1% | −3.0% | +6.8% | −9.4% | +10.5% | PDF ↗ |
| Aug 13 | BACBank of America Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +3.2% | +6.0% | +18.5% | +25.1% | +27.1% | PDF ↗ |
| Aug 13 | BCSBarclays PLC Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +0.5% | +5.1% | +20.1% | +38.6% | +45.5% | PDF ↗ |
| Aug 13 | BDXBecton, Dickinson and Company Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | −2.2% | +3.9% | +8.6% | +14.2% | −15.5% | PDF ↗ |
| Aug 13 | BHPBHP Group Limited American Depositary Shares | ▼ PARTIAL SELL | Spouse | $1K–$15K | Jun 17 | 57late | −5.0% | +7.3% | +12.9% | +21.9% | +87.1% | PDF ↗ |
| Aug 13 | BILLBILL Holdings, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +5.6% | +10.9% | +26.4% | +30.8% | −22.8% | PDF ↗ |
| Aug 13 | BKHBlack Hills Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 17 | 57late | +1.6% | +0.8% | +4.5% | +26.0% | +31.0% | PDF ↗ |
| Aug 13 | BTIBritish American Tobacco Industries, p.l.c. Common Stock ADR | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +0.4% | +5.2% | +14.8% | +17.0% | +25.1% | PDF ↗ |
| Aug 13 | AVGOBroadcom Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +6.4% | +10.3% | +44.7% | +44.7% | +53.6% | PDF ↗ |
| Aug 13 | BRBroadridge Financial Solutions, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | 0.0% | | +3.9% | −6.0% | −39.7% | PDF ↗ |
| Aug 13 | BRKLBrookline Bancorp, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 17 | 57late | 0.0% | +9.8% | | | | PDF ↗ |
| Aug 13 | BF-BBrown Forman Inc Class B Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 17 | 57late | +2.6% | +12.4% | +6.6% | +17.7% | −1.2% | PDF ↗ |
| Aug 13 | BCBrunswick Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 17 | 57late | 0.0% | +5.9% | +16.0% | +34.6% | +46.7% | PDF ↗ |
| Aug 13 | BURLBurlington Stores, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 17 | 57late | 0.0% | +13.5% | +19.9% | +19.6% | +46.8% | PDF ↗ |
| Aug 13 | CPBCampbell Soup Company Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 17 | 57late | +0.1% | −2.6% | +5.5% | −9.7% | −28.3% | PDF ↗ |
| Aug 13 | CPRICapri Holdings Limited Ordinary Shares | ▼ SELL | Spouse | $1K–$15K | Jun 17 | 57late | −1.8% | +12.6% | +27.7% | +47.7% | +18.9% | PDF ↗ |
| Aug 13 | CSLCarlisle Companies Incorporated Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +3.6% | +15.0% | +1.9% | | −4.2% | PDF ↗ |
| Aug 13 | CVXChevron Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +2.5% | +2.7% | +9.7% | +0.6% | +28.3% | PDF ↗ |
| Aug 13 | CHDChurch & Dwight Company, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | −0.1% | 0.0% | | −12.4% | +0.5% | PDF ↗ |
| Aug 13 | CIENCiena Corporation | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +1.0% | +5.4% | +84.2% | +212.3% | +504.6% | PDF ↗ |
| Aug 13 | CNHCNH Industrial N.V. Common Shares | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | 0.0% | +6.8% | −8.7% | −21.4% | −15.9% | PDF ↗ |
| Aug 13 | COHRCoherent Corp. | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +5.0% | +20.6% | +35.0% | +130.6% | +397.6% | PDF ↗ |
| Aug 13 | CLColgate-Palmolive Company Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | 0.0% | +0.7% | −8.0% | −12.7% | +2.7% | PDF ↗ |
| Aug 13 | CBUCommunity Financial System, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 17 | 57late | +4.2% | +8.2% | +10.8% | +12.6% | +17.7% | PDF ↗ |
| Aug 13 | STZConstellation Brands, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | −1.5% | +4.4% | −19.3% | −10.6% | −9.9% | PDF ↗ |
| Aug 13 | CNMCore & Main, Inc. Class A Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 17 | 57late | +5.0% | +9.1% | −11.3% | −0.1% | −13.9% | PDF ↗ |
| Aug 13 | COSTCostco Wholesale Corporation - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | −0.4% | −3.4% | −1.7% | −12.6% | −0.2% | PDF ↗ |
| Aug 13 | CTRACoterra Energy Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +1.0% | −4.7% | −9.8% | −5.2% | | PDF ↗ |
| Aug 13 | CYTKCytokinetics, Incorporated - Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 17 | 57late | 0.0% | +11.5% | +45.7% | +85.7% | +110.0% | PDF ↗ |
| Aug 13 | DHID.R. Horton, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +0.9% | +11.2% | +39.8% | +27.1% | +25.2% | PDF ↗ |
| Aug 13 | SREDBA Sempra Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +0.4% | +7.6% | +12.1% | +17.8% | +25.1% | PDF ↗ |
| Aug 13 | DALDelta Air Lines, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | −2.4% | +14.5% | +21.0% | +41.1% | +67.9% | PDF ↗ |
| Aug 13 | FANGDiamondback Energy, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | −10.9% | −6.8% | −9.3% | +1.7% | +24.0% | PDF ↗ |
| Aug 13 | DKSDick's Sporting Goods Inc Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +2.0% | +20.1% | +26.7% | +20.1% | +28.6% | PDF ↗ |
| Aug 13 | DOCUDocuSign, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | −0.9% | −2.8% | +6.0% | −6.0% | −40.5% | PDF ↗ |
| Aug 13 | DUKDuke Energy Corporation | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +1.3% | +1.8% | +4.9% | +0.2% | +9.2% | PDF ↗ |
| Aug 13 | DUOLDuolingo, Inc. - Class A Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | −13.7% | −22.1% | −35.4% | −58.8% | −74.3% | PDF ↗ |
| Aug 13 | DTDynatrace, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +2.3% | +3.8% | −10.8% | −18.5% | −24.3% | PDF ↗ |
| Aug 13 | EMNEastman Chemical Company Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | −1.5% | +5.3% | −14.5% | −14.5% | −1.3% | PDF ↗ |
| Aug 13 | EBAYeBay Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +0.3% | −0.3% | +16.8% | +5.6% | +41.1% | PDF ↗ |
| Aug 13 | EMEEMCOR Group, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | 0.0% | +11.9% | +27.2% | +23.6% | +66.4% | PDF ↗ |
| Aug 13 | EIGEmployers Holdings Inc Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | | | | | | PDF ↗ |
| Aug 13 | EQHEquitable Holdings, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +4.3% | +3.0% | +5.4% | −10.8% | −11.8% | PDF ↗ |
| Aug 13 | ELSEquity Lifestyle Properties, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +2.8% | −0.5% | −1.6% | +0.4% | +3.9% | PDF ↗ |
| Aug 13 | ESNTEssent Group Ltd. Common Shares | ▼ SELL | Spouse | $1K–$15K | Jun 17 | 57late | 0.0% | −7.1% | | +7.0% | −3.0% | PDF ↗ |
| Aug 13 | EGEverest Group, Ltd. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +0.5% | −2.1% | +0.2% | −2.3% | −1.0% | PDF ↗ |
| Aug 13 | EVTCEvertec, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 17 | 57late | −0.6% | −6.1% | −6.8% | −16.8% | | PDF ↗ |
| Aug 13 | EXCExelon Corporation | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | 0.0% | +0.9% | +1.9% | +3.0% | +8.5% | PDF ↗ |
| Aug 13 | FFINFirst Financial Bankshares, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 17 | 57late | +3.0% | +4.6% | −0.3% | −11.8% | −4.1% | PDF ↗ |
| Aug 13 | FHBFirst Hawaiian, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 17 | 57late | +5.3% | +8.7% | +11.0% | | | PDF ↗ |
| Aug 13 | FRFirst Industrial Realty Trust, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +2.8% | +2.5% | | +19.3% | +30.4% | PDF ↗ |
| Aug 13 | FTVFortive Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | −0.3% | −26.6% | −30.2% | −20.9% | −11.6% | PDF ↗ |
| Aug 13 | GATXGATX Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 17 | 57late | +1.7% | +3.1% | +10.8% | +10.7% | +13.0% | PDF ↗ |
| Aug 13 | GISGeneral Mills, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | −0.1% | −3.6% | −5.9% | −10.6% | −35.5% | PDF ↗ |
| Aug 13 | GNWGenworth Financial Inc Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 17 | 57late | 0.0% | +2.8% | +16.2% | +18.0% | +15.4% | PDF ↗ |
| Aug 13 | GLGlobe Life Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | 0.0% | −3.9% | +15.8% | +14.5% | +39.3% | PDF ↗ |
| Aug 13 | GMEDGlobus Medical, Inc. Class A Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | −0.5% | −3.1% | −0.5% | +46.3% | | PDF ↗ |
| Aug 13 | GGGGraco Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +0.8% | +3.0% | −0.2% | −2.1% | −11.8% | PDF ↗ |
| Aug 13 | GPKGraphic Packaging Holding Company | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +2.1% | +6.2% | −4.2% | −26.2% | −49.3% | PDF ↗ |
| Aug 13 | GSKGSK plc American Depositary Shares | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | −6.8% | −6.3% | −0.1% | +19.5% | +29.8% | PDF ↗ |
| Aug 13 | GWREGuidewire Software, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | −3.7% | −10.8% | −0.2% | −20.0% | −58.4% | PDF ↗ |
| Aug 13 | HALHalliburton Company Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | −12.6% | −7.8% | −6.0% | +23.4% | +64.6% | PDF ↗ |
| Aug 13 | HASHasbro, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +1.0% | +14.5% | | +20.7% | +22.0% | PDF ↗ |
| Aug 13 | HDBHDFC Bank Limited Common Stock | ▼ PARTIAL SELL | Spouse | $1K–$15K | Jun 17 | 57late | +0.9% | +2.8% | | | | PDF ↗ |
| Aug 13 | HQYHealthEquity, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 17 | 57late | +3.8% | −6.5% | | −4.2% | −12.6% | PDF ↗ |
| Aug 13 | DOCHealthpeak Properties, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | −0.2% | +7.1% | +6.5% | −4.3% | +20.7% | PDF ↗ |
| Aug 13 | HPEHewlett Packard Enterprise Company Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | −1.5% | +15.7% | +35.6% | +31.1% | | PDF ↗ |
| Aug 13 | HTHHilltop Holdings Inc. | ▼ SELL | Spouse | $1K–$15K | Jun 17 | 57late | +1.6% | +4.5% | +16.9% | +18.9% | +30.7% | PDF ↗ |
| Aug 13 | HOMBHome BancShares, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +2.8% | +7.9% | +3.6% | +4.2% | +0.9% | PDF ↗ |
| Aug 13 | HONHoneywell International Inc. | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | 0.0% | +4.8% | −8.6% | −13.3% | −3.7% | PDF ↗ |
| Aug 13 | HSBCHSBC Holdings, plc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | −1.1% | +3.5% | +15.2% | +28.8% | +55.5% | PDF ↗ |
| Aug 13 | HHyatt Hotels Corporation Class A Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | −2.2% | +10.2% | +6.5% | +23.6% | +48.0% | PDF ↗ |
| Aug 13 | ITWIllinois Tool Works Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | −0.1% | +6.2% | +7.8% | +2.5% | +5.3% | PDF ↗ |
| Aug 13 | IRTIndependence Realty Trust, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 17 | 57late | −1.4% | −2.6% | −5.8% | −5.8% | −8.2% | PDF ↗ |
| Aug 13 | INFYInfosys Limited American Depositary Shares | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | −4.0% | −1.2% | −7.9% | −3.5% | −36.3% | PDF ↗ |
| Aug 13 | IBKRInteractive Brokers Group, Inc. - Class A Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | | | | | | PDF ↗ |
| Aug 13 | IBMInternational Business Machines Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +1.4% | +2.3% | −8.6% | +11.6% | −1.8% | PDF ↗ |
| Aug 13 | INTUIntuit Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +0.9% | +3.5% | −13.6% | −11.0% | −63.3% | PDF ↗ |
| Aug 13 | ITTITT Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +2.9% | +4.8% | +16.8% | +18.0% | +22.8% | PDF ↗ |
| Aug 13 | JDJD.com, Inc. - American Depositary Shares | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | −3.3% | −2.6% | +8.0% | −11.2% | −12.1% | PDF ↗ |
| Aug 13 | JNJJohnson & Johnson Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | −2.0% | +5.5% | +14.7% | +36.3% | +55.2% | PDF ↗ |
| Aug 13 | JPMJP Morgan Chase & Co. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +3.8% | +7.9% | +15.8% | +20.2% | +21.0% | PDF ↗ |
| Aug 13 | KBHKB Home Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 17 | 57late | +1.7% | +6.0% | +21.9% | +24.0% | +3.0% | PDF ↗ |
| Aug 13 | KDPKeurig Dr Pepper Inc. | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +2.1% | +0.4% | −17.9% | −11.0% | −4.3% | PDF ↗ |
| Aug 13 | KRGKite Realty Group Trust Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 17 | 57late | +1.4% | −0.7% | −0.7% | +4.5% | +30.9% | PDF ↗ |
| Aug 13 | LSTRLandstar System, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | 0.0% | +0.1% | | +3.5% | +56.7% | PDF ↗ |
| Aug 13 | LNCLincoln National Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 17 | 57late | −0.1% | +5.6% | +26.8% | +37.6% | +13.5% | PDF ↗ |
| Aug 13 | LYGLloyds Banking Group Plc American Depositary Shares | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | −2.1% | −2.4% | +10.5% | +22.4% | +31.0% | PDF ↗ |
| Aug 13 | LLoews Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | 0.0% | +1.5% | +9.0% | +17.6% | +20.2% | PDF ↗ |
| Aug 13 | LPXLouisiana-Pacific Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 17 | 57late | −0.4% | +9.0% | +8.3% | | −15.2% | PDF ↗ |
| Aug 13 | MAMastercard Incorporated Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | −6.4% | −3.4% | +3.0% | +0.4% | −12.0% | PDF ↗ |
| Aug 13 | MTGMGIC Investment Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 17 | 57late | +0.3% | −5.2% | | +10.0% | −2.1% | PDF ↗ |
| Aug 13 | MUFGMitsubishi UFJ Financial Group, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | −0.7% | −2.4% | +14.4% | +17.6% | +48.1% | PDF ↗ |
| Aug 13 | MNSTMonster Beverage Corporation - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | 0.0% | −6.7% | +1.7% | +18.7% | +44.8% | PDF ↗ |
| Aug 13 | FIZZNational Beverage Corp. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 17 | 57late | 0.0% | +2.1% | −11.2% | −18.1% | −15.1% | PDF ↗ |
| Aug 13 | NWGNatWest Group plc American Depositary Shares, | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | −2.2% | −4.3% | +3.3% | +20.8% | +19.7% | PDF ↗ |
| Aug 13 | NTESNetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares | ▼ PARTIAL SELL | Spouse | $1K–$15K | Jun 17 | 57late | 0.0% | +5.8% | +18.2% | +8.7% | −2.2% | PDF ↗ |
| Aug 13 | NBIXNeurocrine Biosciences, Inc. - Common Stock | ▼ PARTIAL SELL | Spouse | $1K–$15K | Jun 17 | 57late | 0.0% | +5.5% | +11.0% | +14.6% | +26.2% | PDF ↗ |
| Aug 13 | NEMNewmont Corporation | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +0.6% | +3.9% | +36.5% | +69.5% | +73.1% | PDF ↗ |
| Aug 13 | NNNNNN REIT, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | 0.0% | −0.6% | −3.0% | −8.4% | +7.3% | PDF ↗ |
| Aug 13 | NOKNokia Corporation Sponsored American Depositary Shares | ▼ PARTIAL SELL | Spouse | $1K–$15K | Jun 17 | 57late | +0.2% | −8.5% | −12.3% | +20.8% | +185.2% | PDF ↗ |
| Aug 13 | NTRSNorthern Trust Corporation - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | 0.0% | +12.6% | +15.7% | | +55.9% | PDF ↗ |
| Aug 13 | NOCNorthrop Grumman Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | −2.1% | +3.4% | +16.0% | +14.3% | +10.6% | PDF ↗ |
| Aug 13 | NWENorthWestern Energy Group, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 17 | 57late | +0.7% | +1.8% | | +31.4% | +34.1% | PDF ↗ |
| Aug 13 | NCLHNorwegian Cruise Line Holdings Ltd. Ordinary Shares | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +6.1% | +27.2% | +49.9% | +17.3% | +9.3% | PDF ↗ |
| Aug 13 | NVSNovartis AG Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +1.0% | +4.0% | +6.6% | +13.9% | +31.5% | PDF ↗ |
| Aug 13 | NVDANVIDIA Corporation - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +1.3% | +16.2% | +25.3% | +24.2% | +44.5% | PDF ↗ |
| Aug 13 | OKTAOkta, Inc. - Class A Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +1.2% | −2.1% | −6.7% | −7.5% | +19.3% | PDF ↗ |
| Aug 13 | ORCLOracle Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | −4.7% | +9.2% | +35.8% | −11.7% | −14.4% | PDF ↗ |
| Aug 13 | PLTRPalantir Technologies Inc. - Class A Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | −0.1% | +3.4% | +24.8% | +33.6% | −6.8% | PDF ↗ |
| Aug 13 | PKPark Hotels & Resorts Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 17 | 57late | 0.0% | +5.7% | +15.5% | +4.9% | +39.8% | PDF ↗ |
| Aug 13 | PATKPatrick Industries, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 17 | 57late | +4.0% | +13.1% | +24.9% | +30.6% | −1.6% | PDF ↗ |
| Aug 13 | PIIPolaris Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | −3.3% | +15.5% | +45.0% | +67.5% | +74.6% | PDF ↗ |
| Aug 13 | PFGPrincipal Financial Group Inc | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | 0.0% | +3.7% | +5.7% | +16.3% | +43.7% | PDF ↗ |
| Aug 13 | PSTGPure Storage, Inc. Class A Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | −0.2% | +10.8% | +59.3% | +38.0% | | PDF ↗ |
| Aug 13 | RFRegions Financial Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +2.4% | +13.9% | +25.3% | +26.9% | +35.0% | PDF ↗ |
| Aug 13 | RSReliance, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | 0.0% | +6.0% | −5.6% | −5.4% | +34.4% | PDF ↗ |
| Aug 13 | RGENRepligen Corporation - Common Stock | ▼ PARTIAL SELL | Spouse | $1K–$15K | Jun 17 | 57late | 0.0% | +1.0% | −5.3% | +31.6% | +9.0% | PDF ↗ |
| Aug 13 | RVTYRevvity, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +1.6% | +5.3% | −8.8% | +2.9% | +6.6% | PDF ↗ |
| Aug 13 | RLIRLI Corp. Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 17 | 57late | 0.0% | −1.9% | −7.1% | −14.0% | −24.7% | PDF ↗ |
| Aug 13 | ROIVRoivant Sciences Ltd. - Common Shares | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | 0.0% | +0.8% | +23.0% | +90.3% | +162.4% | PDF ↗ |
| Aug 13 | ROSTRoss Stores, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | 0.0% | +2.7% | +14.7% | +44.3% | +88.1% | PDF ↗ |
| Aug 13 | CRMSalesforce, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | −1.2% | −2.2% | −8.2% | −0.6% | −37.1% | PDF ↗ |
| Aug 13 | SNYSanofi - American Depositary Shares | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +0.5% | +2.1% | 0.0% | −0.4% | −7.1% | PDF ↗ |
| Aug 13 | SESea Limited American Depositary Shares, each representing one Class A Ordinary Share | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | −1.5% | +3.6% | +25.9% | −21.7% | −44.2% | PDF ↗ |
| Aug 13 | SBCFSeacoast Banking Corporation of Florida - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | 0.0% | | +20.1% | +26.9% | +24.5% | PDF ↗ |
| Aug 13 | SEESealed Air Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 17 | 57late | −0.5% | +1.8% | +10.9% | +35.8% | | PDF ↗ |
| Aug 13 | SIGISelective Insurance Group, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 17 | 57late | +2.9% | +1.5% | | −1.5% | +8.7% | PDF ↗ |
| Aug 13 | NOWServiceNow, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | 0.0% | −2.9% | −4.6% | | | PDF ↗ |
| Aug 13 | SHWSherwin-Williams Company | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +3.0% | +5.4% | +2.1% | −2.2% | −5.5% | PDF ↗ |
| Aug 13 | SNNSmith & Nephew SNATS, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 17 | 57late | −0.7% | +3.0% | +27.2% | +11.0% | +3.6% | PDF ↗ |
| Aug 13 | SONYSony Group Corporation American Depositary Shares | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | −4.4% | −7.0% | +12.9% | +2.9% | −20.7% | PDF ↗ |
| Aug 13 | SBSISouthside Bancshares, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 17 | 57late | 0.0% | | +1.2% | +12.1% | +17.2% | PDF ↗ |
| Aug 13 | SRSpire Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +3.1% | +2.3% | +3.9% | +14.5% | +9.5% | PDF ↗ |
| Aug 13 | SBUXStarbucks Corporation - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | −1.0% | +1.8% | −12.2% | −8.5% | +10.5% | PDF ↗ |
| Aug 13 | STWDSTARWOOD PROPERTY TRUST, INC. Starwood Property Trust Inc. | ▼ SELL | Spouse | $1K–$15K | Jun 17 | 57late | 0.0% | +2.9% | +0.9% | −8.0% | −15.2% | PDF ↗ |
| Aug 13 | SFStifel Financial Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +0.2% | +11.3% | | +31.1% | −25.3% | PDF ↗ |
| Aug 13 | TSMTaiwan Semiconductor Manufacturing Company Ltd. | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | −0.8% | +9.1% | +22.8% | +36.9% | +100.8% | PDF ↗ |
| Aug 13 | TMHCTaylor Morrison Home Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +8.8% | +4.2% | +13.5% | | +20.4% | PDF ↗ |
| Aug 13 | TERTeradyne, Inc. | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | 0.0% | +6.6% | +32.1% | +124.2% | +367.4% | PDF ↗ |
| Aug 13 | TSLATesla, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | −1.0% | −3.6% | +21.7% | +41.1% | +24.9% | PDF ↗ |
| Aug 13 | TXNTexas Instruments Incorporated - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +4.4% | +11.5% | −7.9% | −9.5% | +51.8% | PDF ↗ |
| Aug 13 | TXRHTexas Roadhouse, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | 0.0% | −4.7% | −14.4% | −14.1% | −7.9% | PDF ↗ |
| Aug 13 | BKThe Bank of New York Mellon Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +1.0% | +3.8% | +17.9% | +29.6% | | PDF ↗ |
| Aug 13 | MIDDThe Middleby Corporation - Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 17 | 57late | +1.4% | +5.9% | −4.8% | +5.0% | +12.3% | PDF ↗ |
| Aug 13 | TKRTimken Company | ▼ SELL | Spouse | $1K–$15K | Jun 17 | 57late | +3.4% | +9.4% | +7.7% | +20.1% | +93.9% | PDF ↗ |
| Aug 13 | TMUST-Mobile US, Inc. | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +3.2% | −0.1% | +4.2% | −14.4% | −17.1% | PDF ↗ |
| Aug 13 | TTETotalEnergies SE | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | −2.1% | −1.5% | −4.4% | +2.8% | +37.7% | PDF ↗ |
| Aug 13 | TMToyota Motor Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | −1.7% | −4.7% | +12.7% | +16.4% | −5.0% | PDF ↗ |
| Aug 13 | TNLTravel Leisure Co. Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 17 | 57late | 0.0% | +15.7% | +24.6% | +47.3% | +50.3% | PDF ↗ |
| Aug 13 | TRNTrinity Industries, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 17 | 57late | +1.9% | +7.0% | +10.7% | +10.6% | +34.5% | PDF ↗ |
| Aug 13 | ULUnilever PLC Common Stock | ▼ PARTIAL SELL | Spouse | $1K–$15K | Jun 17 | 57late | −1.5% | −3.1% | −2.8% | +4.4% | −5.3% | PDF ↗ |
| Aug 13 | UPSUnited Parcel Service, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | 0.0% | −0.1% | −14.3% | +1.7% | +9.6% | PDF ↗ |
| Aug 13 | UNHUnitedHealth Group Incorporated Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | −3.7% | −3.0% | +12.4% | +9.0% | +30.3% | PDF ↗ |
| Aug 13 | UNMUnum Group Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 17 | 57late | +1.4% | +2.9% | −5.1% | | +15.1% | PDF ↗ |
| Aug 13 | UEUrban Edge Properties Common Shares of Beneficial Interest | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +0.4% | +5.1% | +15.4% | +5.5% | +21.5% | PDF ↗ |
| Aug 13 | VREVeris Residential, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 17 | 57late | 0.0% | −3.0% | +3.5% | | | PDF ↗ |
| Aug 13 | VRSNVeriSign, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | −1.1% | −0.4% | −0.6% | −14.7% | −1.5% | PDF ↗ |
| Aug 13 | VSTVistra Corp. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +4.1% | +10.6% | +18.0% | −2.4% | −16.7% | PDF ↗ |
| Aug 13 | VOYAVoya Financial, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 17 | 57late | +3.7% | +8.8% | +13.5% | +13.1% | +37.5% | PDF ↗ |
| Aug 13 | WMTWalmart Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | +1.8% | +1.4% | +9.6% | +23.6% | +28.2% | PDF ↗ |
| Aug 13 | WMWaste Management, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | 0.0% | −3.8% | −7.1% | −5.7% | −7.6% | PDF ↗ |
| Aug 13 | WSOWatsco, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | −1.4% | +10.9% | −11.1% | −17.5% | −6.7% | PDF ↗ |
| Aug 13 | WSTWest Pharmaceutical Services, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | −3.4% | 0.0% | +14.4% | +19.3% | +46.6% | PDF ↗ |
| Aug 13 | WDAYWorkday, Inc. - Class A Common Stock | ▼ PARTIAL SELL | Spouse | $1K–$15K | Jun 17 | 57late | −2.9% | −7.3% | −8.9% | −12.1% | −46.5% | PDF ↗ |
| Aug 13 | WSFSWSFS Financial Corporation - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 17 | 57late | 0.0% | +10.6% | +3.8% | +8.1% | +39.0% | PDF ↗ |
| Aug 13 | VREVeris Residential, Inc. Common Stock | ▲ BUY | Spouse | $15K–$50K | Jun 11 | 63late | −0.4% | −3.4% | +6.3% | | | PDF ↗ |
| Aug 13 | AGCOAGCO Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | −2.0% | +5.8% | +4.8% | +3.1% | +5.9% | PDF ↗ |
| Aug 13 | ADCAgree Realty Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | +1.8% | −2.7% | −1.4% | −1.8% | +2.5% | PDF ↗ |
| Aug 13 | ALKAlaska Air Group, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | −1.7% | +9.1% | +28.3% | +4.3% | −13.7% | PDF ↗ |
| Aug 13 | GOOGAlphabet Inc. - Class C Capital Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | +0.5% | +3.2% | +34.4% | +84.1% | +109.1% | PDF ↗ |
| Aug 13 | AALAmerican Airlines Group, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 11 | 63late | −12.0% | −0.8% | +11.0% | +25.7% | +14.6% | PDF ↗ |
| Aug 13 | BUDAnheuser-Busch Inbev SA Sponsored ADR | ▼ PARTIAL SELL | Spouse | $1K–$15K | Jun 11 | 63late | −0.9% | −5.1% | −15.4% | −14.1% | +10.3% | PDF ↗ |
| Aug 13 | ARMKAramark Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | −1.7% | +5.8% | −5.8% | −6.3% | +35.2% | PDF ↗ |
| Aug 13 | AWIArmstrong World Industries Inc Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | −1.6% | +9.8% | +28.6% | | +0.9% | PDF ↗ |
| Aug 13 | AVTRAvantor, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | +1.7% | +1.7% | −1.8% | −12.2% | −29.9% | PDF ↗ |
| Aug 13 | AVNTAvient Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | −7.7% | −10.5% | −1.5% | −17.1% | −1.4% | PDF ↗ |
| Aug 13 | BRK-BBerkshire Hathaway Inc. New Common Stock | ▼ PARTIAL SELL | Spouse | $1K–$15K | Jun 11 | 63late | −1.2% | −1.7% | +0.1% | +2.2% | −1.1% | PDF ↗ |
| Aug 13 | BHPBHP Group Limited American Depositary Shares | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | −2.1% | +1.9% | +9.7% | +18.7% | +66.8% | PDF ↗ |
| Aug 13 | BJBJ's Wholesale Club Holdings, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | −0.4% | −4.1% | −10.9% | −19.4% | −17.6% | PDF ↗ |
| Aug 13 | BKHBlack Hills Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | −1.9% | −1.3% | +2.6% | +23.4% | +27.3% | PDF ↗ |
| Aug 13 | BCOBrinks Company | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | +2.3% | +9.5% | +37.3% | +42.6% | +20.8% | PDF ↗ |
| Aug 13 | AVGOBroadcom Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | +0.7% | +11.4% | +35.6% | +58.0% | +56.2% | PDF ↗ |
| Aug 13 | BF-BBrown Forman Inc Class B Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | −8.2% | +0.6% | +2.8% | +8.1% | −5.9% | PDF ↗ |
| Aug 13 | BCBrunswick Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | 0.0% | +3.4% | +18.8% | +33.1% | +45.1% | PDF ↗ |
| Aug 13 | BURLBurlington Stores, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | −6.7% | +2.5% | +20.2% | +12.6% | +37.0% | PDF ↗ |
| Aug 13 | BWXTBWX Technologies, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | +6.4% | +5.2% | +28.1% | +41.4% | +45.7% | PDF ↗ |
| Aug 13 | CPRICapri Holdings Limited Ordinary Shares | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | +0.5% | +13.2% | +25.5% | | +14.6% | PDF ↗ |
| Aug 13 | CASYCaseys General Stores, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | +14.3% | +16.5% | +13.9% | +26.8% | +106.4% | PDF ↗ |
| Aug 13 | CHXChampionX Corporation | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | 0.0% | +2.8% | | | | PDF ↗ |
| Aug 13 | CNOCNO Financial Group, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 11 | 63late | −4.5% | −0.9% | +1.9% | +3.5% | | PDF ↗ |
| Aug 13 | CBUCommunity Financial System, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | −4.8% | +6.1% | +4.4% | +3.5% | +10.7% | PDF ↗ |
| Aug 13 | CDPCOPT Defense Properties Common Shares of Beneficial Interest | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | +3.9% | +3.4% | +11.1% | +6.3% | +18.9% | PDF ↗ |
| Aug 13 | CNMCore & Main, Inc. Class A Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | −6.0% | +2.5% | −16.6% | −7.5% | −19.0% | PDF ↗ |
| Aug 13 | CYTKCytokinetics, Incorporated - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | +3.4% | +3.3% | +64.1% | +90.7% | +121.3% | PDF ↗ |
| Aug 13 | DGDollar General Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 11 | 63late | −1.6% | +2.5% | −7.9% | +16.6% | −8.6% | PDF ↗ |
| Aug 13 | EQNREquinor ASA | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | +12.3% | +4.0% | −1.7% | −6.9% | +49.6% | PDF ↗ |
| Aug 13 | ESNTEssent Group Ltd. Common Shares | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | +4.2% | +3.5% | | +11.5% | | PDF ↗ |
| Aug 13 | EVTCEvertec, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | −2.6% | +1.8% | −7.3% | −19.0% | −33.6% | PDF ↗ |
| Aug 13 | FNBF.N.B. Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 11 | 63late | −3.0% | +12.4% | +18.7% | +18.2% | +28.7% | PDF ↗ |
| Aug 13 | FFINFirst Financial Bankshares, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | −4.0% | +1.4% | +0.5% | −15.0% | −11.2% | PDF ↗ |
| Aug 13 | FHBFirst Hawaiian, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | 0.0% | +8.7% | +11.0% | | +15.4% | PDF ↗ |
| Aug 13 | FIVEFive Below, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | −0.7% | +4.1% | +15.4% | +39.1% | +55.9% | PDF ↗ |
| Aug 13 | FLOFlowers Foods, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 11 | 63late | 0.0% | −1.0% | −6.7% | −30.5% | −51.7% | PDF ↗ |
| Aug 13 | FCPTFour Corners Property Trust, Inc. Common Stock | ▼ PARTIAL SELL | Spouse | $1K–$15K | Jun 11 | 63late | 0.0% | −0.8% | −7.3% | −16.5% | −10.6% | PDF ↗ |
| Aug 13 | FBRTFranklin BSP Realty Trust, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 11 | 63late | −3.8% | −1.4% | +3.8% | −4.1% | −22.8% | PDF ↗ |
| Aug 13 | GMEGameStop Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | −25.2% | −23.5% | −21.5% | −21.1% | −26.3% | PDF ↗ |
| Aug 13 | GATXGATX Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | −2.4% | +1.4% | +6.7% | +6.5% | +9.7% | PDF ↗ |
| Aug 13 | GNWGenworth Financial Inc Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | +11.6% | +14.8% | | | +28.9% | PDF ↗ |
| Aug 13 | GTYGetty Realty Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 11 | 63late | −1.7% | −5.9% | −2.4% | −4.7% | +12.5% | PDF ↗ |
| Aug 13 | GFIGold Fields Limited American Depositary Shares | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | 0.0% | −3.5% | +38.5% | +75.4% | +42.4% | PDF ↗ |
| Aug 13 | HDBHDFC Bank Limited Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | −4.6% | −0.8% | | | | PDF ↗ |
| Aug 13 | HQYHealthEquity, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | −3.3% | −9.6% | | −6.9% | −15.2% | PDF ↗ |
| Aug 13 | HTHHilltop Holdings Inc. | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | −1.0% | +3.4% | | +17.7% | +29.4% | PDF ↗ |
| Aug 13 | HMNHorace Mann Educators Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 11 | 63late | −4.0% | −7.8% | | +4.7% | +3.2% | PDF ↗ |
| Aug 13 | IRTIndependence Realty Trust, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | −1.1% | | −1.7% | −6.4% | −6.6% | PDF ↗ |
| Aug 13 | JPMJP Morgan Chase & Co. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | −0.3% | +11.4% | +10.2% | +18.6% | +17.6% | PDF ↗ |
| Aug 13 | KRGKite Realty Group Trust Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | 0.0% | +1.4% | +4.2% | +2.0% | +30.9% | PDF ↗ |
| Aug 13 | LILi Auto Inc. - American Depositary Shares | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | −4.5% | −8.6% | −19.9% | −39.7% | −51.9% | PDF ↗ |
| Aug 13 | LNCLincoln National Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | −1.6% | +4.1% | +24.8% | +35.3% | +8.4% | PDF ↗ |
| Aug 13 | LPXLouisiana-Pacific Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | 0.0% | +9.0% | +12.1% | −7.4% | −18.1% | PDF ↗ |
| Aug 13 | MGYMagnolia Oil & Gas Corporation Class A Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | +6.5% | +0.8% | +2.5% | +1.1% | +22.2% | PDF ↗ |
| Aug 13 | MTZMasTec, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | +2.1% | +5.5% | +9.3% | +30.2% | +120.1% | PDF ↗ |
| Aug 13 | MTGMGIC Investment Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | +2.4% | +8.4% | +5.8% | +10.1% | −2.9% | PDF ↗ |
| Aug 13 | MSFTMicrosoft Corporation - Common Stock | ▼ PARTIAL SELL | Spouse | $1K–$15K | Jun 11 | 63late | +1.0% | +6.1% | +6.4% | +2.7% | −11.4% | PDF ↗ |
| Aug 13 | MCOMoody's Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 11 | 63late | 0.0% | +3.9% | +4.7% | +1.5% | −6.7% | PDF ↗ |
| Aug 13 | FIZZNational Beverage Corp. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | −5.5% | −3.6% | −14.4% | −22.6% | −19.0% | PDF ↗ |
| Aug 13 | NTESNetEase, Inc. - American Depositary Shares, each representing 5 ordinary shares | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | +5.6% | +9.5% | +18.2% | +14.8% | −1.9% | PDF ↗ |
| Aug 13 | NBIXNeurocrine Biosciences, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | +1.6% | +3.7% | +15.7% | +24.2% | +31.6% | PDF ↗ |
| Aug 13 | NJRNewJersey Resources Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 11 | 63late | −0.7% | +3.4% | +5.5% | +5.7% | | PDF ↗ |
| Aug 13 | NOKNokia Corporation Sponsored American Depositary Shares | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | −4.1% | −4.8% | −15.9% | +12.2% | +173.6% | PDF ↗ |
| Aug 13 | NVSNovartis AG Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | −1.4% | +3.1% | +8.5% | +11.0% | +26.4% | PDF ↗ |
| Aug 13 | NVDANVIDIA Corporation - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | +0.2% | +12.4% | +17.9% | +28.7% | +44.7% | PDF ↗ |
| Aug 13 | PHParker-Hannifin Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 11 | 63late | −2.8% | +5.3% | +12.3% | +31.1% | +34.9% | PDF ↗ |
| Aug 13 | PATKPatrick Industries, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | −2.5% | +9.0% | +25.5% | +18.8% | −5.8% | PDF ↗ |
| Aug 13 | RGENRepligen Corporation - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | −6.4% | +0.2% | −11.3% | +23.2% | −4.7% | PDF ↗ |
| Aug 13 | RLIRLI Corp. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | −1.6% | −3.6% | −8.6% | −15.4% | −28.6% | PDF ↗ |
| Aug 13 | SAICScience Applications International Corporation - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | −0.3% | +6.2% | −2.6% | −7.6% | +3.4% | PDF ↗ |
| Aug 13 | SIGISelective Insurance Group, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | −2.8% | −1.3% | | −11.3% | +3.2% | PDF ↗ |
| Aug 13 | SFMSprouts Farmers Market, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | −6.7% | −4.1% | −19.6% | −50.8% | −48.8% | PDF ↗ |
| Aug 13 | STWDSTARWOOD PROPERTY TRUST, INC. Starwood Property Trust Inc. | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | −0.7% | +2.1% | +2.0% | | −15.6% | PDF ↗ |
| Aug 13 | THCTenet Healthcare Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | −4.1% | 0.0% | +14.5% | +15.1% | −3.0% | PDF ↗ |
| Aug 13 | CPBThe Campbell's Company - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | −7.7% | −9.4% | −1.3% | −12.9% | −37.1% | PDF ↗ |
| Aug 13 | MIDDThe Middleby Corporation - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | 0.0% | +5.3% | +2.3% | −0.2% | +11.9% | PDF ↗ |
| Aug 13 | TKRTimken Company | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | −2.2% | +7.0% | +5.4% | +22.8% | +89.8% | PDF ↗ |
| Aug 13 | TJXTJX Companies, Inc. | ▼ SELL | Spouse | $1K–$15K | Jun 11 | 63late | −3.5% | −2.6% | +8.4% | +19.6% | +25.1% | PDF ↗ |
| Aug 13 | TTCToro Company | ▼ SELL | Spouse | $1K–$15K | Jun 11 | 63late | −7.2% | −6.7% | +3.9% | +6.1% | +15.1% | PDF ↗ |
| Aug 13 | TNLTravel Leisure Co. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | | | | | | PDF ↗ |
| Aug 13 | TRNTrinity Industries, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | 0.0% | +9.6% | +9.0% | +7.5% | +34.5% | PDF ↗ |
| Aug 13 | UBSIUnited Bankshares, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 11 | 63late | −4.4% | +3.9% | +1.3% | +8.0% | +25.6% | PDF ↗ |
| Aug 13 | XUnited States Steel Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | −2.3% | | | | | PDF ↗ |
| Aug 13 | UTHRUnited Therapeutics Corporation - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | −12.0% | −9.6% | +24.2% | +49.9% | +68.8% | PDF ↗ |
| Aug 13 | UNMUnum Group Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | −0.8% | +2.1% | −6.4% | | +16.4% | PDF ↗ |
| Aug 13 | VRTXVertex Pharmaceuticals Incorporated - Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 11 | 63late | −2.0% | +4.2% | −14.1% | −1.0% | −2.9% | PDF ↗ |
| Aug 13 | VOYAVoya Financial, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 11 | 63late | −0.7% | +8.8% | +12.7% | | +32.0% | PDF ↗ |
| Aug 13 | GOOGAlphabet Inc. - Class C Capital Stock | ▼ PARTIAL SELL | Spouse | $1K–$15K | Jun 10 | 64late | +0.5% | +3.2% | +34.4% | +84.1% | +109.1% | PDF ↗ |
| Aug 13 | BKRBaker Hughes Company - Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 10 | 64late | +1.9% | +2.6% | +20.7% | +28.4% | +69.2% | PDF ↗ |
| Aug 13 | AVGOBroadcom Inc. - Common Stock | ▼ PARTIAL SELL | Spouse | $1K–$15K | Jun 10 | 64late | +0.7% | +11.4% | +35.6% | +58.0% | +56.2% | PDF ↗ |
| Aug 13 | DELLDell Technologies Inc. Class C Common Stock | ▼ PARTIAL SELL | Spouse | $1K–$15K | Jun 10 | 64late | −3.7% | +10.1% | +10.2% | +22.1% | | PDF ↗ |
| Aug 13 | ECEcopetrol S.A. American Depositary Shares | ▼ PARTIAL SELL | Spouse | $1K–$15K | Jun 10 | 64late | +7.8% | +2.2% | +1.2% | +10.3% | +68.9% | PDF ↗ |
| Aug 13 | HDBHDFC Bank Limited Common Stock | ▼ PARTIAL SELL | Spouse | $1K–$15K | Jun 10 | 64late | −4.6% | −0.8% | | | | PDF ↗ |
| Aug 13 | JPMJP Morgan Chase & Co. Common Stock | ▼ PARTIAL SELL | Spouse | $1K–$15K | Jun 10 | 64late | −0.3% | +11.4% | +10.2% | +18.6% | +17.6% | PDF ↗ |
| Aug 13 | LXPLXP Industrial Trust Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 10 | 64late | −1.3% | −3.5% | +6.0% | | | PDF ↗ |
| Aug 13 | MLMMartin Marietta Materials, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 10 | 64late | 0.0% | +3.8% | +15.8% | +16.3% | +5.7% | PDF ↗ |
| Aug 13 | MCOMoody's Corporation Common Stock | ▼ PARTIAL SELL | Spouse | $1K–$15K | Jun 10 | 64late | 0.0% | +3.9% | +4.7% | +1.5% | −6.7% | PDF ↗ |
| Aug 13 | NVSNovartis AG Common Stock | ▼ PARTIAL SELL | Spouse | $1K–$15K | Jun 10 | 64late | −1.4% | +3.1% | +8.5% | +11.0% | +26.4% | PDF ↗ |
| Aug 13 | NVDANVIDIA Corporation - Common Stock | ▼ PARTIAL SELL | Spouse | $1K–$15K | Jun 10 | 64late | +0.2% | +12.4% | +17.9% | +28.7% | +44.7% | PDF ↗ |
| Aug 13 | PDDPDD Holdings Inc. - American Depositary Shares | ▼ PARTIAL SELL | Spouse | $1K–$15K | Jun 10 | 64late | +1.9% | +3.0% | +24.3% | +16.9% | −17.9% | PDF ↗ |
| Aug 13 | PHIPLDT Inc. Sponsored ADR | ▼ SELL | Spouse | $1K–$15K | Jun 10 | 64late | 0.0% | | −14.7% | −4.5% | −23.3% | PDF ↗ |
| Aug 13 | RGLDRoyal Gold, Inc. - Common Stock | ▼ PARTIAL SELL | Spouse | $1K–$15K | Jun 10 | 64late | +1.9% | −4.4% | +7.5% | +15.5% | +24.2% | PDF ↗ |
| Aug 13 | SAPSAP SE ADS | ▼ PARTIAL SELL | Spouse | $1K–$15K | Jun 10 | 64late | −3.9% | +1.1% | −11.5% | −19.0% | −39.5% | PDF ↗ |
| Aug 13 | TMOThermo Fisher Scientific Inc Common Stock | ▼ PARTIAL SELL | Spouse | $1K–$15K | Jun 10 | 64late | 0.0% | +6.6% | +19.8% | +41.1% | +17.4% | PDF ↗ |
| Aug 13 | VRTXVertex Pharmaceuticals Incorporated - Common Stock | ▼ PARTIAL SELL | Spouse | $1K–$15K | Jun 10 | 64late | −2.0% | +4.2% | −14.1% | −1.0% | −2.9% | PDF ↗ |
| Aug 13 | VRTVertiv Holdings, LLC Class A Common Stock | ▼ PARTIAL SELL | Spouse | $1K–$15K | Jun 10 | 64late | +2.8% | +10.8% | +18.5% | +39.8% | +143.6% | PDF ↗ |
| Aug 13 | VNTVontier Corporation Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 10 | 64late | 0.0% | +7.7% | | +4.5% | −20.7% | PDF ↗ |
| Aug 13 | MSFTMicrosoft Corporation - Common Stock | ▲ BUY | Spouse | $15K–$50K | Jun 9 | 65late | +1.0% | +6.1% | +6.4% | +2.7% | −11.4% | PDF ↗ |
| Aug 13 | BABAAlibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | ▲ BUY | Spouse | $1K–$15K | Jun 9 | 65late | −5.5% | −8.9% | +13.6% | +32.6% | +1.4% | PDF ↗ |
| Aug 13 | GOOGAlphabet Inc. - Class C Capital Stock | ▲ BUY | Spouse | $1K–$15K | Jun 9 | 65late | +0.5% | +3.2% | +34.4% | +84.1% | +109.1% | PDF ↗ |
| Aug 13 | AMZNAmazon.com, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 9 | 65late | +0.6% | +4.6% | +8.8% | +7.5% | +15.2% | PDF ↗ |
| Aug 13 | AMEDAmedisys Inc - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 9 | 65late | +4.0% | +4.0% | | | | PDF ↗ |
| Aug 13 | AALAmerican Airlines Group, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 9 | 65late | −12.0% | −0.8% | +11.0% | +25.7% | +14.6% | PDF ↗ |
| Aug 13 | BUDAnheuser-Busch Inbev SA Sponsored ADR | ▲ BUY | Spouse | $1K–$15K | Jun 9 | 65late | −0.9% | −5.1% | −15.4% | −14.1% | +10.3% | PDF ↗ |
| Aug 13 | AAPLApple Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 9 | 65late | −3.7% | +4.7% | +17.5% | +36.7% | +50.7% | PDF ↗ |
| Aug 13 | ASMLASML Holding N.V. - New York Registry Shares | ▲ BUY | Spouse | $1K–$15K | Jun 9 | 65late | +0.5% | +4.3% | +3.8% | +46.0% | +130.3% | PDF ↗ |
| Aug 13 | AZNAstraZeneca PLC - American Depositary Shares | ▲ BUY | Spouse | $1K–$15K | Jun 9 | 65late | −2.9% | −2.8% | +11.4% | +23.7% | | PDF ↗ |
| Aug 13 | BRK-BBerkshire Hathaway Inc. New Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 9 | 65late | −1.2% | −1.7% | +0.1% | +2.2% | −1.1% | PDF ↗ |
| Aug 13 | BRKLBrookline Bancorp, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 9 | 65late | −3.9% | +8.3% | +5.0% | | | PDF ↗ |
| Aug 13 | CNOCNO Financial Group, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 9 | 65late | −4.5% | −0.9% | +1.9% | +3.5% | | PDF ↗ |
| Aug 13 | COSTCostco Wholesale Corporation - Common Stock | ▼ PARTIAL SELL | Spouse | $1K–$15K | Jun 9 | 65late | −1.2% | −0.5% | −3.3% | −13.7% | −2.5% | PDF ↗ |
| Aug 13 | CRGYCrescent Energy Company Class A Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 9 | 65late | +0.4% | −4.1% | −13.7% | −1.3% | +27.1% | PDF ↗ |
| Aug 13 | DGDollar General Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 9 | 65late | −1.6% | +2.5% | −7.9% | +16.6% | −8.6% | PDF ↗ |
| Aug 13 | ETNEaton Corporation, PLC Ordinary Shares | ▼ PARTIAL SELL | Spouse | $1K–$15K | Jun 9 | 65late | −0.2% | +11.7% | +7.8% | +4.1% | +22.1% | PDF ↗ |
| Aug 13 | ECEcopetrol S.A. American Depositary Shares | ▲ BUY | Spouse | $1K–$15K | Jun 9 | 65late | +7.8% | +2.2% | +1.2% | +10.3% | +68.9% | PDF ↗ |
| Aug 13 | LLYEli Lilly and Company Common Stock | ▼ PARTIAL SELL | Spouse | $1K–$15K | Jun 9 | 65late | +6.4% | +1.0% | −4.1% | +27.6% | +47.0% | PDF ↗ |
| Aug 13 | FNBF.N.B. Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 9 | 65late | −3.0% | +12.4% | +18.7% | +18.2% | +28.7% | PDF ↗ |
| Aug 13 | FLOFlowers Foods, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 9 | 65late | 0.0% | −1.0% | −6.7% | −30.5% | −51.7% | PDF ↗ |
| Aug 13 | FCPTFour Corners Property Trust, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 9 | 65late | 0.0% | −0.8% | −7.3% | −16.5% | −10.6% | PDF ↗ |
| Aug 13 | FBRTFranklin BSP Realty Trust, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 9 | 65late | −3.8% | −1.4% | +3.8% | −4.1% | −22.8% | PDF ↗ |
| Aug 13 | GTYGetty Realty Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 9 | 65late | −1.7% | −5.9% | −2.4% | −4.7% | +12.5% | PDF ↗ |
| Aug 13 | HDBHDFC Bank Limited Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 9 | 65late | −4.6% | −0.8% | | | | PDF ↗ |
| Aug 13 | HDHome Depot, Inc. | ▼ PARTIAL SELL | Spouse | $1K–$15K | Jun 9 | 65late | −5.0% | +1.8% | +13.7% | −5.5% | −14.9% | PDF ↗ |
| Aug 13 | HMNHorace Mann Educators Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 9 | 65late | −4.0% | −7.8% | | +4.7% | +3.2% | PDF ↗ |
| Aug 13 | ILMNIllumina, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 9 | 65late | +2.3% | +16.8% | +18.8% | +54.8% | +88.3% | PDF ↗ |
| Aug 13 | ISRGIntuitive Surgical, Inc. - Common Stock | ▼ PARTIAL SELL | Spouse | $1K–$15K | Jun 9 | 65late | 0.0% | +6.3% | −8.8% | +10.7% | −17.6% | PDF ↗ |
| Aug 13 | JPMJP Morgan Chase & Co. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 9 | 65late | −0.3% | +11.4% | +10.2% | +18.6% | +17.6% | PDF ↗ |
| Aug 13 | KBHKB Home Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 9 | 65late | +1.6% | +8.4% | +31.4% | +22.7% | +0.8% | PDF ↗ |
| Aug 13 | LXPLXP Industrial Trust Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 9 | 65late | −1.3% | −3.5% | +6.0% | | | PDF ↗ |
| Aug 13 | LYBLyondellBasell Industries NV Ordinary Shares Class A | ▲ BUY | Spouse | $1K–$15K | Jun 9 | 65late | 0.0% | +8.6% | −7.2% | −27.0% | +10.1% | PDF ↗ |
| Aug 13 | NJRNewJersey Resources Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 9 | 65late | −0.7% | +3.4% | +5.5% | +5.7% | | PDF ↗ |
| Aug 13 | NWENorthWestern Energy Group, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 9 | 65late | −2.1% | −0.4% | | +25.7% | +24.6% | PDF ↗ |
| Aug 13 | NVSNovartis AG Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 9 | 65late | −1.4% | +3.1% | +8.5% | +11.0% | +26.4% | PDF ↗ |
| Aug 13 | NVONovo Nordisk A/S Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 9 | 65late | +7.0% | −6.7% | −27.2% | −37.9% | −42.4% | PDF ↗ |
| Aug 13 | NVDANVIDIA Corporation - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 9 | 65late | +0.2% | +12.4% | +17.9% | +28.7% | +44.7% | PDF ↗ |
| Aug 13 | PANWPalo Alto Networks, Inc. | ▼ PARTIAL SELL | Spouse | $1K–$15K | Jun 9 | 65late | −0.7% | +1.1% | −2.6% | −0.4% | +36.3% | PDF ↗ |
| Aug 13 | PKPark Hotels & Resorts Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 9 | 65late | +2.2% | +6.8% | +18.2% | +7.4% | +37.1% | PDF ↗ |
| Aug 13 | PDDPDD Holdings Inc. - American Depositary Shares | ▲ BUY | Spouse | $1K–$15K | Jun 9 | 65late | +1.9% | +3.0% | +24.3% | +16.9% | −17.9% | PDF ↗ |
| Aug 13 | PHIPLDT Inc. Sponsored ADR | ▲ BUY | Spouse | $1K–$15K | Jun 9 | 65late | 0.0% | | −14.7% | −4.5% | −23.3% | PDF ↗ |
| Aug 13 | RGLDRoyal Gold, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 9 | 65late | +1.9% | −4.4% | +7.5% | +15.5% | +24.2% | PDF ↗ |
| Aug 13 | SAPSAP SE ADS | ▲ BUY | Spouse | $1K–$15K | Jun 9 | 65late | −3.9% | +1.1% | −11.5% | −19.0% | −39.5% | PDF ↗ |
| Aug 13 | NOWServiceNow, Inc. Common Stock | ▼ PARTIAL SELL | Spouse | $1K–$15K | Jun 9 | 65late | −3.3% | +0.5% | −8.8% | −17.1% | | PDF ↗ |
| Aug 13 | SHELShell PLC American Depositary Shares | ▲ BUY | Spouse | $1K–$15K | Jun 9 | 65late | 0.0% | −3.7% | −1.3% | +0.5% | +17.7% | PDF ↗ |
| Aug 13 | SHOPShopify Inc. - Class A Subordinate Voting Shares | ▼ SELL | Spouse | $1K–$15K | Jun 9 | 65late | −5.4% | +4.6% | +31.8% | +44.6% | −1.7% | PDF ↗ |
| Aug 13 | SNNSmith & Nephew SNATS, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 9 | 65late | 0.0% | +3.0% | +29.6% | +13.9% | +4.2% | PDF ↗ |
| Aug 13 | SBSISouthside Bancshares, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 9 | 65late | +2.1% | +3.9% | | +13.4% | +17.1% | PDF ↗ |
| Aug 13 | SNPSSynopsys, Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Jun 9 | 65late | 0.0% | +15.4% | −18.4% | −1.8% | −0.4% | PDF ↗ |
| Aug 13 | TSMTaiwan Semiconductor Manufacturing Company Ltd. | ▲ BUY | Spouse | $1K–$15K | Jun 9 | 65late | +2.9% | +14.4% | +18.6% | +43.6% | +102.3% | PDF ↗ |
| Aug 13 | TSLATesla, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 9 | 65late | +10.2% | +6.8% | +18.9% | +54.2% | +32.5% | PDF ↗ |
| Aug 13 | TTCToro Company | ▲ BUY | Spouse | $1K–$15K | Jun 9 | 65late | −7.2% | −6.7% | +3.9% | +6.1% | +15.1% | PDF ↗ |
| Aug 13 | ULUnilever PLC Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 9 | 65late | −1.3% | −2.6% | +0.1% | −5.6% | −8.6% | PDF ↗ |
| Aug 13 | UBSIUnited Bankshares, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 9 | 65late | −4.4% | +3.9% | +1.3% | +8.0% | +25.6% | PDF ↗ |
| Aug 13 | UBSIUnited Bankshares, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 9 | 65late | −4.4% | +3.9% | +1.3% | +8.0% | +25.6% | PDF ↗ |
| Aug 13 | VNTVontier Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 9 | 65late | 0.0% | +7.7% | | +4.5% | −20.7% | PDF ↗ |
| Aug 13 | WYNNWynn Resorts, Limited - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jun 9 | 65late | +1.1% | +26.8% | +45.8% | +52.6% | +22.8% | PDF ↗ |
| Aug 13 | HUBSHubSpot, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Mar 28 | 138late | −12.9% | +0.9% | −11.8% | −14.4% | −57.3% | PDF ↗ |
| Aug 13 | TTDThe Trade Desk, Inc. - Class A Common Stock | ▲ BUY | Spouse | $1K–$15K | Mar 28 | 138late | −5.9% | −15.3% | +17.6% | −22.2% | −59.4% | PDF ↗ |
| Aug 13 | CRMSalesforce, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Mar 21 | 145late | +0.7% | −8.5% | −5.3% | −13.1% | −30.8% | PDF ↗ |
| Aug 13 | WDAYWorkday, Inc. - Class A Common Stock | ▲ BUY | Spouse | $1K–$15K | Mar 21 | 145late | −6.1% | −5.5% | −2.4% | −11.1% | −46.9% | PDF ↗ |
| Aug 13 | ANETArista Networks, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Mar 20 | 146late | −0.5% | −13.0% | +10.6% | +66.9% | +56.6% | PDF ↗ |
| Aug 13 | CMGChipotle Mexican Grill, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Mar 20 | 146late | −0.2% | −0.5% | +5.5% | −22.9% | −31.2% | PDF ↗ |
| Aug 13 | SYYSysco Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Mar 20 | 146late | −5.8% | −5.8% | −0.1% | +6.9% | +13.1% | PDF ↗ |
| Aug 13 | VRTVertiv Holdings, LLC Class A Common Stock | ▲ BUY | Spouse | $1K–$15K | Mar 20 | 146late | −0.6% | −21.9% | +32.9% | +51.2% | +190.3% | PDF ↗ |
| Aug 13 | ETNEaton Corporation, PLC Ordinary Shares | ▲ BUY | Spouse | $1K–$15K | Mar 13 | 153late | +5.8% | −9.1% | +16.8% | +25.9% | +25.6% | PDF ↗ |
| Aug 13 | DTDynatrace, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Mar 12 | 154late | +6.7% | −11.2% | +14.5% | +5.7% | −17.0% | PDF ↗ |
| Aug 13 | EMREmerson Electric Company Common Stock | ▼ SELL | Spouse | $1K–$15K | Mar 12 | 154late | −4.6% | −18.2% | +5.9% | +11.8% | +11.4% | PDF ↗ |
| Aug 13 | NOWServiceNow, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Mar 12 | 154late | +5.6% | −7.9% | +31.4% | +19.8% | | PDF ↗ |
| Aug 13 | WMBWilliams Companies, Inc. | ▲ BUY | Spouse | $1K–$15K | Feb 24 | 170late | +3.4% | +5.9% | +4.9% | +1.4% | +29.7% | PDF ↗ |
| Aug 13 | HUBSHubSpot, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Feb 21 | 173late | −14.0% | −24.5% | −22.7% | −44.8% | −69.5% | PDF ↗ |
| Aug 13 | SHWSherwin-Williams Company | ▼ SELL | Spouse | $1K–$15K | Feb 21 | 173late | −1.1% | −6.1% | +1.9% | +2.1% | +2.5% | PDF ↗ |
| Aug 13 | TTDThe Trade Desk, Inc. - Class A Common Stock | ▼ SELL | Spouse | $1K–$15K | Feb 21 | 173late | −10.1% | −29.5% | −4.8% | −35.0% | −68.7% | PDF ↗ |
| Aug 13 | UBERUber Technologies, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Feb 21 | 173late | −0.7% | −9.9% | +15.6% | +16.6% | −11.9% | PDF ↗ |
| Aug 13 | INTUIntuit Inc. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Feb 14 | 180late | +0.6% | −0.7% | +12.0% | +19.7% | −24.0% | PDF ↗ |
| Aug 13 | DTDynatrace, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Feb 5 | 189late | 0.0% | −6.5% | −22.6% | −24.5% | −37.8% | PDF ↗ |
| Aug 13 | ETNEaton Corporation, PLC Ordinary Shares | ▼ SELL | Spouse | $1K–$15K | Feb 5 | 189late | +1.4% | −7.0% | −5.0% | +20.9% | +11.4% | PDF ↗ |
| Aug 13 | EMREmerson Electric Company Common Stock | ▲ BUY | Spouse | $1K–$15K | Feb 5 | 189late | −2.5% | −9.3% | −15.2% | +4.1% | +15.1% | PDF ↗ |
| Aug 13 | NOWServiceNow, Inc. Common Stock | ▼ SELL | Spouse | $1K–$15K | Feb 5 | 189late | −1.0% | −10.6% | −4.0% | −16.2% | | PDF ↗ |
| Aug 13 | AVGOBroadcom Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Jan 22 | 203late | +3.1% | −1.9% | −28.0% | +19.3% | +48.1% | PDF ↗ |
| Aug 13 | NXPINXP Semiconductors N.V. - Common Stock | ▼ SELL | Spouse | $1K–$15K | Jan 22 | 203late | −0.1% | +14.0% | −20.4% | +4.9% | +10.1% | PDF ↗ |
| Aug 13 | DELLDell Technologies Inc. Class C Common Stock | ▲ BUY | Spouse | $1K–$15K | Jan 15 | 210late | −4.5% | −7.3% | −28.6% | +10.5% | +5.0% | PDF ↗ |
| Aug 13 | ZTSZoetis Inc. Class A Common Stock | ▼ SELL | Spouse | $1K–$15K | Jan 15 | 210late | +2.0% | −3.6% | −10.1% | | −22.1% | PDF ↗ |
| Aug 13 | GOOGLAlphabet Inc. - Class A Common Stock | ▲ BUY | Spouse | $1K–$15K | Dec 11 | 245late | −2.9% | −1.8% | −11.0% | −11.1% | +63.9% | PDF ↗ |
| Aug 13 | AMZNAmazon.com, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Dec 11 | 245late | +0.2% | +0.3% | −14.3% | −5.9% | +1.1% | PDF ↗ |
| Aug 13 | AAPLApple Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Dec 11 | 245late | +2.2% | +0.9% | −1.6% | −16.0% | +14.8% | PDF ↗ |
| Aug 13 | ANETArista Networks, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Dec 11 | 245late | | | | | | PDF ↗ |
| Aug 13 | AJGArthur J. Gallagher & Co. Common Stock | ▲ BUY | Spouse | $1K–$15K | Dec 11 | 245late | +0.3% | +1.2% | +14.2% | +12.8% | −12.7% | PDF ↗ |
| Aug 13 | BKRBaker Hughes Company - Common Stock | ▲ BUY | Spouse | $1K–$15K | Dec 11 | 245late | 0.0% | +3.0% | +3.5% | −7.5% | +18.8% | PDF ↗ |
| Aug 13 | BSXBoston Scientific Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Dec 11 | 245late | +0.6% | +0.2% | +4.0% | +8.9% | +12.2% | PDF ↗ |
| Aug 13 | CMGChipotle Mexican Grill, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Dec 11 | 245late | −1.2% | −10.1% | −23.5% | −19.7% | −48.1% | PDF ↗ |
| Aug 13 | CTASCintas Corporation - Common Stock | ▲ BUY | Spouse | $1K–$15K | Dec 11 | 245late | 0.0% | −11.1% | −2.5% | +9.3% | −10.3% | PDF ↗ |
| Aug 13 | COSTCostco Wholesale Corporation - Common Stock | ▲ BUY | Spouse | $1K–$15K | Dec 11 | 245late | 0.0% | −7.0% | −2.9% | +0.4% | −13.3% | PDF ↗ |
| Aug 13 | ETNEaton Corporation, PLC Ordinary Shares | ▲ BUY | Spouse | $1K–$15K | Dec 11 | 245late | −9.7% | −8.4% | −25.2% | −12.7% | −9.0% | PDF ↗ |
| Aug 13 | ECLEcolab Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Dec 11 | 245late | −0.4% | −7.0% | +3.9% | +8.0% | +5.7% | PDF ↗ |
| Aug 13 | LLYEli Lilly and Company Common Stock | ▲ BUY | Spouse | $1K–$15K | Dec 11 | 245late | −4.5% | −5.4% | +0.4% | −6.9% | +18.8% | PDF ↗ |
| Aug 13 | GSGoldman Sachs Group, Inc. | ▲ BUY | Spouse | $1K–$15K | Dec 11 | 245late | 0.0% | +5.4% | +1.7% | +11.6% | +55.3% | PDF ↗ |
| Aug 13 | HDHome Depot, Inc. | ▲ BUY | Spouse | $1K–$15K | Dec 11 | 245late | −8.7% | −9.6% | −12.7% | −15.3% | −20.0% | PDF ↗ |
| Aug 13 | HWMHowmet Aerospace Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Dec 11 | 245late | −7.2% | −2.9% | +8.1% | +48.3% | +70.8% | PDF ↗ |
| Aug 13 | INTUIntuit Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Dec 11 | 245late | −4.8% | −6.6% | −13.5% | +13.7% | −1.2% | PDF ↗ |
| Aug 13 | ISRGIntuitive Surgical, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Dec 11 | 245late | +0.1% | −2.4% | −9.4% | −6.0% | +4.1% | PDF ↗ |
| Aug 13 | MLMMartin Marietta Materials, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Dec 11 | 245late | −4.8% | −10.1% | −19.6% | −5.8% | +9.5% | PDF ↗ |
| Aug 13 | METAMeta Platforms, Inc. - Class A Common Stock | ▲ BUY | Spouse | $1K–$15K | Dec 11 | 245late | −0.5% | −3.1% | +0.3% | +11.9% | +8.0% | PDF ↗ |
| Aug 13 | MSFTMicrosoft Corporation - Common Stock | ▲ BUY | Spouse | $1K–$15K | Dec 11 | 245late | +0.8% | −3.5% | −11.3% | +6.0% | +8.9% | PDF ↗ |
| Aug 13 | MCOMoody's Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Dec 11 | 245late | −2.9% | −4.6% | −6.7% | −2.3% | −0.8% | PDF ↗ |
| Aug 13 | NFLXNetflix, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Dec 11 | 245late | −1.5% | −5.9% | −1.8% | +32.8% | | PDF ↗ |
| Aug 13 | NVDANVIDIA Corporation - Common Stock | ▲ BUY | Spouse | $1K–$15K | Dec 11 | 245late | −5.7% | +1.4% | −24.9% | −0.5% | +28.1% | PDF ↗ |
| Aug 13 | NXPINXP Semiconductors N.V. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Dec 11 | 245late | 0.0% | −3.7% | +2.6% | +0.3% | +5.1% | PDF ↗ |
| Aug 13 | ORLYO'Reilly Automotive, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Dec 11 | 245late | −3.5% | −4.8% | +6.3% | | | PDF ↗ |
| Aug 13 | PANWPalo Alto Networks, Inc. | ▲ BUY | Spouse | $1K–$15K | Dec 11 | 245late | | | | | | PDF ↗ |
| Aug 13 | PHParker-Hannifin Corporation Common Stock | ▲ BUY | Spouse | $1K–$15K | Dec 11 | 245late | −5.7% | −6.7% | −13.3% | −1.7% | +28.9% | PDF ↗ |
| Aug 13 | CRMSalesforce, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Dec 11 | 245late | −1.0% | −9.6% | −21.0% | −23.3% | −27.2% | PDF ↗ |
| Aug 13 | NOWServiceNow, Inc. Common Stock | ▲ BUY | Spouse | $1K–$15K | Dec 11 | 245late | −0.3% | −4.5% | −30.3% | −8.4% | −24.0% | PDF ↗ |
| Aug 13 | SHWSherwin-Williams Company | ▲ BUY | Spouse | $1K–$15K | Dec 11 | 245late | 0.0% | −9.4% | −9.9% | −3.7% | −12.0% | PDF ↗ |
| Aug 13 | SHOPShopify Inc. - Class A Subordinate Voting Shares | ▲ BUY | Spouse | $1K–$15K | Dec 11 | 245late | −3.2% | −3.5% | −21.6% | −5.9% | +36.1% | PDF ↗ |
| Aug 13 | SNPSSynopsys, Inc. - Common Stock | ▲ BUY | Spouse | $1K–$15K | Dec 11 | 245late | +0.9% | −4.6% | −16.9% | −8.1% | −9.8% | PDF ↗ |
| Aug 13 | TTDThe Trade Desk, Inc. - Class A Common Stock | ▲ BUY | Spouse | $1K–$15K | Dec 11 | 245late | −4.8% | −12.7% | −56.7% | −48.0% | −71.7% | PDF ↗ |
| Aug 13 | TMOThermo Fisher Scientific Inc Common Stock | ▲ BUY | Spouse | $1K–$15K | Dec 11 | 245late | −1.6% | +0.2% | +0.3% | −23.3% | +8.2% | PDF ↗ |
| Aug 13 | TJXTJX Companies, Inc. | ▲ BUY | Spouse | $1K–$15K | Dec 11 | 245late | 0.0% | −2.4% | −4.9% | +3.8% | +24.2% | PDF ↗ |
| Aug 13 | VRTXVertex Pharmaceuticals Incorporated - Common Stock | ▲ BUY | Spouse | $1K–$15K | Dec 11 | 245late | +1.3% | −10.5% | +7.2% | −0.4% | −1.4% | PDF ↗ |
| Aug 13 | VVisa Inc. | ▲ BUY | Spouse | $1K–$15K | Dec 11 | 245late | +1.2% | +1.7% | +11.0% | +19.0% | +6.5% | PDF ↗ |
| Aug 13 | ZTSZoetis Inc. Class A Common Stock | ▲ BUY | Spouse | $1K–$15K | Dec 11 | 245late | 0.0% | +1.5% | −1.4% | +2.2% | −27.4% | PDF ↗ |
| Aug 13 | TSLATesla, Inc. - Common Stock | ▲ BUY | Spouse | $15K–$50K | Nov 8 | 278late | +40.6% | +38.6% | +62.5% | +15.4% | +83.4% | PDF ↗ |
| Aug 13 | SMRNuScale Power Corporation Class A Common Stock | ▲ BUY | Spouse | $1K–$15K | Nov 8 | 278late | +23.6% | +56.0% | +25.4% | −8.2% | +136.0% | PDF ↗ |
| Aug 13 | NVDANVIDIA Corporation - Common Stock | ▲ BUY | Spouse | $100K–$250K | Nov 7 | 279late | +7.3% | +2.1% | −11.3% | −15.4% | +49.5% | PDF ↗ |
| Aug 13 | PLTRPalantir Technologies Inc. - Class A Common Stock | ▲ BUY | Spouse | $100K–$250K | Nov 7 | 279late | +43.7% | +60.0% | +96.8% | +196.5% | +378.2% | PDF ↗ |
| Aug 13 | TSMTaiwan Semiconductor Manufacturing Company Ltd. | ▲ BUY | Spouse | $100K–$250K | Nov 7 | 279late | +0.6% | −4.3% | +8.5% | −7.1% | +52.4% | PDF ↗ |