R
John Boozman
senate · AR · RepublicanThese returns are estimates, not real results. Congressional filings report trade sizes as broad dollar ranges (for example $1,001–$15,000), and those ranges get much wider for large trades. Every figure here uses the midpoint of the disclosed range, so an individual number can be off by a wide margin. Treat rankings as rough signal, never as precise performance. How this is calculated
Est. return (weighted)
-2.1%
2025-09-14 → 2026-09-14
S&P 500 same window
+16.3%
Benchmark context only
Trades in window
168 / 186
Priced / disclosed
Est. volume
$1.6M
Midpoint of disclosed ranges
Sample flags: small sample means fewer than 5 priced trades; limited data means fewer than half of disclosed trades were priced.
What drove the estimate
Largest single ticker accounts for 4% of the total movement — concentration, not breadth, can explain a strong number.
| Ticker | Trades | Est. volume | Weight | Avg. est. return | Contribution |
|---|---|---|---|---|---|
| ANET | 2 | $16K | 1% | +50.8% | +0.50% |
| EIPI | 4 | $57K | 3% | +11.5% | +0.40% |
| SPYM | 5 | $65K | 4% | +8.8% | +0.35% |
| PALL | 3 | $24K | 1% | +23.5% | +0.35% |
| BSX | 2 | $16K | 1% | +33.3% | +0.33% |
| PPLT | 2 | $16K | 1% | +28.0% | +0.27% |
| AAPL | 2 | $16K | 1% | +25.8% | +0.25% |
| MSFT | 3 | $24K | 1% | +16.7% | +0.25% |
| XOM | 1 | $8K | 0% | +37.8% | +0.19% |
| GOOGL | 1 | $8K | 0% | +36.0% | +0.18% |
| WWSYX | 2 | $41K | 2% | +6.9% | +0.17% |
| FISV | 2 | $16K | 1% | +17.0% | +0.17% |
| ARES | 1 | $8K | 0% | +32.4% | +0.16% |
| CVS | 1 | $8K | 0% | +29.1% | +0.14% |
| CVX | 1 | $8K | 0% | +27.6% | +0.14% |
Trade history
Most recent 300 disclosed transactions, all timeframes.
| Traded | Ticker | Asset | Type | Disclosed range | Est. midpoint | Disclosed |
|---|---|---|---|---|---|---|
| Aug 27, 2026 | IVV | iShares Core S&P 500 ETF | sale | $1,001 - $15,000 | $8K | Sep 11, 2026 |
| Aug 27, 2026 | OTIS | Otis Worldwide Corporation Common Stock | purchase | $1,001 - $15,000 | $8K | Sep 11, 2026 |
| Aug 20, 2026 | JNJ | Johnson & Johnson Common Stock | sale | $1,001 - $15,000 | $8K | Sep 11, 2026 |
| Aug 20, 2026 | SPYM | Tradr 2X Long SPY Monthly ETF | purchase | $1,001 - $15,000 | $8K | Sep 11, 2026 |
| Aug 19, 2026 | WWSYX | Westwood Quality SmallCap Fund - Westwood Quality SmallCap Fund Ultra Shares | sale | $15,001 - $50,000 | $33K | Sep 11, 2026 |
| Aug 19, 2026 | AVUV | Avantis U.S. Small Cap Value ETF | purchase | $1,001 - $15,000 | $8K | Sep 11, 2026 |
| Aug 19, 2026 | IJR | iShares Core S&P Small-Cap ETF | purchase | $1,001 - $15,000 | $8K | Sep 11, 2026 |
| Aug 13, 2026 | CEG | Constellation Energy Corporation - Common Stock When-Issued | sale | $1,001 - $15,000 | $8K | Sep 11, 2026 |
| Aug 13, 2026 | FSLR | First Solar, Inc. - Common Stock | purchase | $1,001 - $15,000 | $8K | Sep 11, 2026 |
| Jul 31, 2026 | CBOE | Cboe Global Markets, Inc. Common Stock | sale | $1,001 - $15,000 | $8K | Aug 17, 2026 |
| Jul 30, 2026 | PYPL | PayPal Holdings, Inc. - Common Stock | purchase | $1,001 - $15,000 | $8K | Aug 17, 2026 |
| Jul 23, 2026 | JPM | JP Morgan Chase & Co. Common Stock | sale | $1,001 - $15,000 | $8K | Aug 17, 2026 |
| Jul 23, 2026 | SPYM | Tradr 2X Long SPY Monthly ETF | purchase | $1,001 - $15,000 | $8K | Aug 17, 2026 |
| Jul 9, 2026 | APTV | Aptiv PLC Ordinary Shares | purchase | $1,001 - $15,000 | $8K | Aug 17, 2026 |
| Jul 9, 2026 | HD | Home Depot, Inc. (The) Common Stock | sale | $1,001 - $15,000 | $8K | Aug 17, 2026 |
| Jul 2, 2026 | EL | Estee Lauder Companies, Inc. (The) Common Stock | purchase | $1,001 - $15,000 | $8K | Aug 17, 2026 |
| Jul 2, 2026 | — | SPYM - Tradr 2X Long SPY Monthly ETF | purchase | $1,001 - $15,000 | $8K | Aug 17, 2026 |
| Jul 2, 2026 | TRV | The Travelers Companies, Inc. Common Stock | sale | $1,001 - $15,000 | $8K | Aug 17, 2026 |
| Jul 2, 2026 | SPYM | Tradr 2X Long SPY Monthly ETF | purchase | $1,001 - $15,000 | $8K | Aug 17, 2026 |
| Jul 2, 2026 | CVX | Chevron Corporation Common Stock | purchase | $1,001 - $15,000 | $8K | Aug 17, 2026 |
| Jun 25, 2026 | PALL | abrdn Physical Palladium Shares ETF | purchase | $1,001 - $15,000 | $8K | Jul 13, 2026 |
| Jun 25, 2026 | IGV | iShares Expanded Tech-Software Sector ETF | purchase | $1,001 - $15,000 | $8K | Jul 13, 2026 |
| Jun 25, 2026 | TPYP | Tortoise North American Pipeline Fund | sale | $1,001 - $15,000 | $8K | Jul 13, 2026 |
| Jun 25, 2026 | FTGC | First Trust Global Tactical Commodity Strategy Fund | sale | $1,001 - $15,000 | $8K | Jul 13, 2026 |
| Jun 17, 2026 | — | SCHP - Schwab U.S. TIPS ETF | purchase | $1,001 - $15,000 | $8K | Jul 13, 2026 |
| Jun 17, 2026 | IEF | iShares 7-10 Year Treasury Bond ETF | sale | $1,001 - $15,000 | $8K | Jul 13, 2026 |
| Jun 12, 2026 | ATO | Atmos Energy Corporation Common Stock | sale | $1,001 - $15,000 | $8K | Jul 13, 2026 |
| Jun 12, 2026 | — | CEG - Constellation Energy Corporation - Common Stock When-Issued | purchase | $1,001 - $15,000 | $8K | Jul 13, 2026 |
| Jun 4, 2026 | UNH | UnitedHealth Group Incorporated Common Stock (DE) | purchase | $1,001 - $15,000 | $8K | Jul 13, 2026 |
| Jun 4, 2026 | BSX | Boston Scientific Corporation Common Stock | sale | $1,001 - $15,000 | $8K | Jul 13, 2026 |
| May 27, 2026 | EFA | iShares MSCI EAFE ETF | sale | $1,001 - $15,000 | $8K | Jun 16, 2026 |
| May 27, 2026 | VEA | Vanguard Developed Markets Index Fund - ETF Shares | sale | $1,001 - $15,000 | $8K | Jun 16, 2026 |
| May 27, 2026 | VNQI | Vanguard Global ex-U.S. Real Estate Index Fund - ETF Shares | sale | $1,001 - $15,000 | $8K | Jun 16, 2026 |
| May 27, 2026 | LITP | Sprott Lithium Miners ETF | sale | $1,001 - $15,000 | $8K | Jun 16, 2026 |
| May 27, 2026 | IVV | iShares Core S&P 500 ETF | sale | $1,001 - $15,000 | $8K | Jun 16, 2026 |
| May 27, 2026 | RNWGX | NEW WORLD FUND INC - Class R-6 | sale | $1,001 - $15,000 | $8K | Jun 16, 2026 |
| May 27, 2026 | — | SPYM - Tradr 2X Long SPY Monthly ETF | sale | $1,001 - $15,000 | $8K | Jun 16, 2026 |
| May 27, 2026 | IWM | iShares Russell 2000 ETF | sale | $1,001 - $15,000 | $8K | Jun 16, 2026 |
| May 27, 2026 | GEM | Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF | sale | $1,001 - $15,000 | $8K | Jun 16, 2026 |
| May 27, 2026 | — | FTGC - First Trust Global Tactical Commodity Strategy Fund | sale | $1,001 - $15,000 | $8K | Jun 16, 2026 |
| May 27, 2026 | EIPI | FT Energy Income Partners Enhanced Income ETF | sale | $1,001 - $15,000 | $8K | Jun 16, 2026 |
| May 15, 2026 | — | ACN - Accenture plc Class A Ordinary Shares (Ireland) | sale | $1,001 - $15,000 | $8K | Jun 16, 2026 |
| May 15, 2026 | ECL | Ecolab Inc. Common Stock | sale | $1,001 - $15,000 | $8K | Jun 16, 2026 |
| May 13, 2026 | JMBS | Janus Henderson Mortgage-Backed Securities ETF | sale | $1,001 - $15,000 | $8K | Jun 16, 2026 |
| May 13, 2026 | IEI | iShares 3-7 Year Treasury Bond ETF | sale | $50,001 - $100,000 | $75K | Jun 16, 2026 |
| May 13, 2026 | SCHP | Schwab U.S. TIPS ETF | sale | $1,001 - $15,000 | $8K | Jun 16, 2026 |
| May 13, 2026 | MBB | iShares MBS ETF | sale | $1,001 - $15,000 | $8K | Jun 16, 2026 |
| May 13, 2026 | CMBS | iShares CMBS ETF | sale | $1,001 - $15,000 | $8K | Jun 16, 2026 |
| Apr 2, 2026 | TBLL | Invesco Short Term Treasury ETF | sale | $1,001 - $15,000 | $8K | May 8, 2026 |
| Mar 20, 2026 | SPYM | Tradr 2X Long SPY Monthly ETF | purchase | $1,001 - $15,000 | $8K | Apr 14, 2026 |
| Mar 20, 2026 | TPYP | Tortoise North American Pipeline Fund | sale | $1,001 - $15,000 | $8K | Apr 14, 2026 |
| Mar 19, 2026 | JNJ | Johnson & Johnson Common Stock | sale | $1,001 - $15,000 | $8K | Apr 14, 2026 |
| Mar 19, 2026 | NVDA | NVIDIA Corporation - Common Stock | purchase | $1,001 - $15,000 | $8K | Apr 14, 2026 |
| Mar 19, 2026 | FTGC | First Trust Global Tactical Commodity Strategy Fund | purchase | $1,001 - $15,000 | $8K | Apr 14, 2026 |
| Mar 19, 2026 | VEA | Vanguard Developed Markets Index Fund - ETF Shares | purchase | $1,001 - $15,000 | $8K | Apr 14, 2026 |
| Mar 19, 2026 | BBEU | JPMorgan BetaBuilders Europe ETF | sale | $15,001 - $50,000 | $33K | Apr 14, 2026 |
| Mar 13, 2026 | ARES | Ares Management Corporation Class A Common Stock | purchase | $1,001 - $15,000 | $8K | Apr 14, 2026 |
| Mar 5, 2026 | MSFT | Microsoft Corporation - Common Stock | purchase | $1,001 - $15,000 | $8K | Apr 14, 2026 |
| Feb 27, 2026 | AMAT | Applied Materials, Inc. - Common Stock | sale | $1,001 - $15,000 | $8K | Mar 6, 2026 |
| Feb 27, 2026 | NTAP | NetApp, Inc. - Common Stock | purchase | $1,001 - $15,000 | $8K | Mar 6, 2026 |
| Feb 26, 2026 | PG | Procter & Gamble Company (The) Common Stock | sale | $1,001 - $15,000 | $8K | Mar 6, 2026 |
| Feb 26, 2026 | KR | Kroger Company (The) Common Stock | purchase | $1,001 - $15,000 | $8K | Mar 6, 2026 |
| Feb 19, 2026 | UNP | Union Pacific Corporation Common Stock | sale | $1,001 - $15,000 | $8K | Mar 6, 2026 |
| Feb 13, 2026 | ADBE | Adobe Inc. - Common Stock | sale | $1,001 - $15,000 | $8K | Mar 6, 2026 |
| Feb 13, 2026 | MSFT | Microsoft Corporation - Common Stock | purchase | $1,001 - $15,000 | $8K | Mar 6, 2026 |
| Feb 6, 2026 | MBB | iShares MBS ETF | sale | $1,001 - $15,000 | $8K | Mar 6, 2026 |
| Feb 6, 2026 | DBLEX | DoubleLine Emerging Markets Fixed Income Fund - Class I | sale | $1,001 - $15,000 | $8K | Mar 6, 2026 |
| Feb 6, 2026 | AGZ | iShares Agency Bond ETF | sale | $1,001 - $15,000 | $8K | Mar 6, 2026 |
| Feb 6, 2026 | SHY | iShares 1-3 Year Treasury Bond ETF | sale | $15,001 - $50,000 | $33K | Mar 6, 2026 |
| Feb 6, 2026 | JMBS | Janus Henderson Mortgage-Backed Securities ETF | sale | $1,001 - $15,000 | $8K | Mar 6, 2026 |
| Feb 6, 2026 | XTWO | BondBloxx Bloomberg Two Year Target Duration US Treasury ETF | purchase | $15,001 - $50,000 | $33K | Mar 6, 2026 |
| Feb 6, 2026 | GIGB | Goldman Sachs Access Investment Grade Corporate Bond ETF | purchase | $1,001 - $15,000 | $8K | Mar 6, 2026 |
| Feb 6, 2026 | CMBS | iShares CMBS ETF | purchase | $1,001 - $15,000 | $8K | Mar 6, 2026 |
| Feb 6, 2026 | EMB | iShares J.P. Morgan USD Emerging Markets Bond ETF | purchase | $1,001 - $15,000 | $8K | Mar 6, 2026 |
| Feb 6, 2026 | TLH | iShares 10-20 Year Treasury Bond ETF | purchase | $1,001 - $15,000 | $8K | Mar 6, 2026 |
| Feb 6, 2026 | IEF | iShares 7-10 Year Treasury Bond ETF | purchase | $1,001 - $15,000 | $8K | Mar 6, 2026 |
| Feb 6, 2026 | UBER | Uber Technologies, Inc. Common Stock | purchase | $1,001 - $15,000 | $8K | Mar 6, 2026 |
| Jan 29, 2026 | UNP | Union Pacific Corp | sale | $1,001 - $15,000 | $8K | Feb 15, 2026 |
| Jan 29, 2026 | ETN | Eaton Corp | purchase | $1,001 - $15,000 | $8K | Feb 15, 2026 |
| Jan 29, 2026 | FISV | Fiserv Inc | sale | $1,001 - $15,000 | $8K | Feb 15, 2026 |
| Jan 29, 2026 | CAT | Caterpillar Inc | purchase | $1,001 - $15,000 | $8K | Feb 15, 2026 |
| Jan 29, 2026 | CVS | CVS Corp | purchase | $1,001 - $15,000 | $8K | Feb 15, 2026 |
| Jan 29, 2026 | IVW | iShares S&P 500 Growth ETF | sale | $1,001 - $15,000 | $8K | Feb 15, 2026 |
| Jan 29, 2026 | OMC | Omnicom Group Inc | sale | $1,001 - $15,000 | $8K | Feb 15, 2026 |
| Jan 29, 2026 | PYPL | Paypal Holdings | purchase | $1,001 - $15,000 | $8K | Feb 15, 2026 |
| Jan 26, 2026 | MU | Micron Technology | sale | $1,001 - $15,000 | $8K | Feb 15, 2026 |
| Jan 26, 2026 | DXCM | Dexcom Inc | purchase | $1,001 - $15,000 | $8K | Feb 15, 2026 |
| Jan 23, 2026 | TPYP | Tortoise Capital Series Trust Tortoise North Ameri | purchase | $1,001 - $15,000 | $8K | Feb 15, 2026 |
| Jan 23, 2026 | LITP | Sprott Lithium Miners ETF | purchase | $1,001 - $15,000 | $8K | Feb 15, 2026 |
| Jan 23, 2026 | RNWGX | New World Fund Inc. Cl R-6 | purchase | $1,001 - $15,000 | $8K | Feb 15, 2026 |
| Jan 23, 2026 | GEM | Goldman Sachs ActiveBeta Emerging Markets Equity E | purchase | $1,001 - $15,000 | $8K | Feb 15, 2026 |
| Jan 23, 2026 | GIGB | Goldman Sachs Access Investment Grade Corporate Bo | purchase | $1,001 - $15,000 | $8K | Feb 15, 2026 |
| Jan 23, 2026 | TBLL | Invesco Short Term Treasury ETF | purchase | $1,001 - $15,000 | $8K | Feb 15, 2026 |
| Jan 23, 2026 | MBB | iShares MBS ETF | purchase | $1,001 - $15,000 | $8K | Feb 15, 2026 |
| Jan 23, 2026 | MDY | SPDR S&P MidCap 400 ETF Trust | sale | $1,001 - $15,000 | $8K | Feb 15, 2026 |
| Jan 23, 2026 | IWM | iShares Russell 2000 ETF | sale | $1,001 - $15,000 | $8K | Feb 15, 2026 |
| Jan 23, 2026 | SLV | iShares Silver Trust | sale | $1,001 - $15,000 | $8K | Feb 15, 2026 |
| Jan 23, 2026 | PPLT | abrdn Physical Platinum Shares ETF | sale | $1,001 - $15,000 | $8K | Feb 15, 2026 |
| Jan 23, 2026 | PALL | abrdn Physical Palladium Shares ETF | sale | $1,001 - $15,000 | $8K | Feb 15, 2026 |
| Jan 23, 2026 | VNQI | Vanguard Global ex-U.S. Real Estate ETF | purchase | $1,001 - $15,000 | $8K | Feb 15, 2026 |
| Jan 23, 2026 | — | SPYM | sale | $1,001 - $15,000 | $8K | Feb 15, 2026 |
| Jan 23, 2026 | JMBS | Janus Henderson Mortgage-Backed Securities ETF | purchase | $1,001 - $15,000 | $8K | Feb 15, 2026 |
| Jan 23, 2026 | IVV | iShares Core S&P 500 ETF | purchase | $1,001 - $15,000 | $8K | Feb 15, 2026 |
| Jan 23, 2026 | EIPI | First Trust Exchange-Traded Fund VIII FT Energy In | purchase | $1,001 - $15,000 | $8K | Feb 15, 2026 |
| Jan 23, 2026 | FTGC | First Trust Global Tactical Commodity Strategy Fun | purchase | $1,001 - $15,000 | $8K | Feb 15, 2026 |
| Jan 23, 2026 | CMBS | iShares CMBS Bond ETF | purchase | $1,001 - $15,000 | $8K | Feb 15, 2026 |
| Jan 15, 2026 | V | Visa Inc | purchase | $1,001 - $15,000 | $8K | Feb 15, 2026 |
| Jan 15, 2026 | AAPL | Apple Inc | purchase | $1,001 - $15,000 | $8K | Feb 15, 2026 |
| Jan 15, 2026 | OMC | Omnicom Group Inc | sale | $1,001 - $15,000 | $8K | Feb 15, 2026 |
| Jan 8, 2026 | NFLX | Netflix Inc | purchase | $1,001 - $15,000 | $8K | Feb 15, 2026 |
| Jan 8, 2026 | DIS | Walt Disney Company | purchase | $1,001 - $15,000 | $8K | Feb 15, 2026 |
| Jan 8, 2026 | XOM | Exxon Mobil Corp | purchase | $1,001 - $15,000 | $8K | Feb 15, 2026 |
| Jan 8, 2026 | LRCX | Lam Research Corp | sale | $1,001 - $15,000 | $8K | Feb 15, 2026 |
| Jan 8, 2026 | MU | Micron Technology | sale | $1,001 - $15,000 | $8K | Feb 15, 2026 |
| Dec 31, 2025 | SMCI | Super Micro Computer, Inc. - Common Stock | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Dec 31, 2025 | IVW | iShares S&P 500 Growth ETF | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Dec 29, 2025 | — | Cotswald Partnership - Lot Z | sale | $50,001 - $100,000 | $75K | Aug 24, 2026 |
| Dec 29, 2025 | — | Cotswald Partnership - Lot Y | sale | $50,001 - $100,000 | $75K | Aug 24, 2026 |
| Dec 29, 2025 | — | Cotswald Partnership - Lot U | sale | $50,001 - $100,000 | $75K | Aug 24, 2026 |
| Dec 29, 2025 | — | Cotswald Partnership - Lot T | sale | $50,001 - $100,000 | $75K | Aug 24, 2026 |
| Dec 26, 2025 | KRE | SPDR S&P Regional Banking ETF | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Dec 26, 2025 | IJR | iShares Core S&P Small-Cap ETF | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Dec 24, 2025 | SPYM | State Street SPDR Portfolio S&P 500 ETF | purchase | $15,001 - $50,000 | $33K | Aug 24, 2026 |
| Dec 24, 2025 | PPLT | abrdn Physical Platinum Shares ETF | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Dec 24, 2025 | SLV | iShares Silver Trust | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Dec 24, 2025 | PALL | abrdn Physical Palladium Shares ETF | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Dec 17, 2025 | WFC | Wells Fargo & Company | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Dec 17, 2025 | MSFT | Microsoft Corp | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Dec 17, 2025 | BSX | Boston Scientific Corp | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Dec 17, 2025 | MSI | Motorola Solutions, Inc. Common Stock | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Dec 17, 2025 | AAPL | Apple Inc | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Dec 11, 2025 | TBLL | Invesco Short Term Treasury ETF | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Dec 11, 2025 | ANET | Arista Networks, Inc. Common Stock | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Dec 11, 2025 | SMCI | Super Micro Computer | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Nov 21, 2025 | VEA | Vanguard FTSE Developed Markets ETF | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Nov 21, 2025 | FTGC | First Trust Global Tactical Commodity Strategy Fun | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Nov 21, 2025 | FISV | Fiserv Inc | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Nov 21, 2025 | CMBS | iShares CMBS Bond ETF | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Nov 21, 2025 | MBB | iShares MBS ETF | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Nov 21, 2025 | TPYP | Tortoise North Amer Pipeline Fund | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Nov 21, 2025 | VNQI | Vanguard Global ex-U.S. Real Estate ETF | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Nov 21, 2025 | IWM | iShares Russell 2000 ETF | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Nov 21, 2025 | IVV | iShares Core S&P 500 ETF | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Nov 21, 2025 | LLY | Eli Lilly and Company | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Nov 21, 2025 | PYPL | Paypal Holdings | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Nov 21, 2025 | JMBS | Janus Henderson Mortgage-Backed Securities ETF | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Nov 21, 2025 | EIPI | First Trust Exchange-Traded Fund VIII FT Energy In | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Nov 21, 2025 | GIGB | Goldman Sachs Access Investment Grade Corporate Bo | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Nov 21, 2025 | MDY | S&P Midcap 400 SPDR | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Nov 20, 2025 | EFA | iShares MSCI EAFE ETF | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Nov 20, 2025 | WWSYX | Westwood Smallcap Fund Class Y | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Nov 20, 2025 | RNWGX | NEW WORLD FUND INC - Class R-6 | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Nov 20, 2025 | GEM | Goldman Sachs ActiveBeta Emerging Markets Equity E | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Nov 20, 2025 | RNWAX | American Funds - New World Fund Inc Class R-1 Sh | sale | $1,001 - $15,000 | $8K | Aug 20, 2026 |
| Nov 13, 2025 | CRM | Salesforce Inc | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Nov 13, 2025 | AMZN | Amazon.com Inc | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Nov 13, 2025 | — | META | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Nov 13, 2025 | ANET | Arista Networks Inc | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Nov 6, 2025 | AAXJ | iShares MSCI All Country Asia ex Japan ETF | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Nov 6, 2025 | VWO | Vanguard FTSE Emerging Markets ETF | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Nov 6, 2025 | VEA | Vanguard FTSE Developed Markets ETF | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Nov 3, 2025 | TPYP | Tortoise North American Pipeline ETF | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Oct 31, 2025 | OMC | Omnicom Group Inc | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Oct 31, 2025 | META | Meta Platforms Inc | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Oct 9, 2025 | COST | Costco Wholesale | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Oct 9, 2025 | COLPAL | COLGATE PALMOLIVE LTD. | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Oct 3, 2025 | SLV | iShares Silver Trust | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Oct 3, 2025 | EIPI | First Trust Exchange-Traded Fund VIII FT Energy In | purchase | $15,001 - $50,000 | $33K | Aug 24, 2026 |
| Oct 3, 2025 | URNM | Sprott Uranium Miners ETF | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Oct 3, 2025 | LITP | Sprott Lithium Miners ETF | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Oct 3, 2025 | EMLP | First Trust North American Energy Infrastructure F | sale | $15,001 - $50,000 | $33K | Aug 24, 2026 |
| Oct 3, 2025 | FTGC | First Trust Global Tactical Commodity Strategy Fun | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Oct 2, 2025 | IQV | Iqvia Holdings Inc | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Sep 17, 2025 | MU | Micron Technology | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Sep 17, 2025 | GOOGL | Alphabet Cl A | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Sep 16, 2025 | IEI | iShares 3-7 Year Treasury Bond ETF | purchase | $15,001 - $50,000 | $33K | Aug 24, 2026 |
| Sep 16, 2025 | CMBS | iShares CMBS Bond ETF | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Sep 16, 2025 | AGZ | iShares Agency Bond ETF | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Sep 16, 2025 | MBB | iShares MBS ETF | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Sep 16, 2025 | TLT | iShares 20+ Year Treasury Bond ETF | sale | $15,001 - $50,000 | $33K | Aug 24, 2026 |
| Sep 16, 2025 | JMBS | Janus Henderson Mortgage-Backed Securities ETF | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Sep 16, 2025 | GBIL | Goldman Sachs Access Treasury 0-1 Year ETF | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Sep 16, 2025 | GIGB | Goldman Sachs Access Investment Grade Corporate Bo | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Sep 16, 2025 | SCHP | Schwab U.S. TIPS ETF | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Sep 16, 2025 | IEF | iShares 7-10 Year Treasury Bond ETF | purchase | $15,001 - $50,000 | $33K | Aug 24, 2026 |
| Sep 16, 2025 | SHY | iShares 1-3 Year Treasury Bond ETF | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Sep 12, 2025 | ETN | Eaton Corp | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Sep 12, 2025 | ORCL | Oracle Corp | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Sep 4, 2025 | ADBE | Adobe Systems Inc | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Aug 22, 2025 | LLY | Eli Lilly and Company | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Aug 22, 2025 | NVDA | Nvidia Corp | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Aug 22, 2025 | MU | Micron Technology | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Aug 22, 2025 | ABBV | Abbvie Inc | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Aug 14, 2025 | RNWGX | New World Fund Inc. Cl R-6 | purchase | $15,001 - $50,000 | $33K | Aug 24, 2026 |
| Aug 14, 2025 | EMRZX | Emerging Markets Fund Class Z | sale | $15,001 - $50,000 | $33K | Aug 24, 2026 |
| Aug 11, 2025 | LLY | Eli Lilly and Company | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Aug 11, 2025 | ABBV | Abbvie Inc | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Aug 7, 2025 | AMD | Advanced Micro Devices, Inc. - Common Stock | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Aug 7, 2025 | RNWGX | New World Fund Inc. Cl R-6 | purchase | $15,001 - $50,000 | $33K | Aug 24, 2026 |
| Aug 7, 2025 | EMRZX | Emerging Markets Fund Class Z | sale | $15,001 - $50,000 | $33K | Aug 24, 2026 |
| Aug 1, 2025 | GEM | Goldman Sachs ActiveBeta Emerging Markets Equity E | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Aug 1, 2025 | TLH | iShares 10-20 Year Treasury Bond ETF | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Aug 1, 2025 | VNQI | Vanguard Global ex-U.S. Real Estate ETF | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Aug 1, 2025 | WWSYX | Westwood Smallcap Fund Class Y | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Aug 1, 2025 | GEM | Goldman Sachs ActiveBeta Emerging Markets Equity E | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Aug 1, 2025 | AGZ | iShares Agency Bond ETF | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Aug 1, 2025 | MBB | iShares MBS ETF | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Aug 1, 2025 | TLT | iShares 20+ Year Treasury Bond ETF | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Aug 1, 2025 | IEI | iShares 3-7 Year Treasury Bond ETF | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Aug 1, 2025 | CMBS | iShares CMBS Bond ETF | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Aug 1, 2025 | SHY | iShares 1-3 Year Treasury Bond ETF | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Aug 1, 2025 | IEF | iShares 7-10 Year Treasury Bond ETF | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Aug 1, 2025 | IWM | iShares Russell 2000 ETF | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Aug 1, 2025 | JMBS | Janus Henderson Mortgage-Backed Securities ETF | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Aug 1, 2025 | RNWGX | New World Fund Inc. Cl R-6 | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Aug 1, 2025 | SCHP | Schwab U.S. TIPS ETF | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Aug 1, 2025 | PALL | abrdn Physical Palladium Shares ETF | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Aug 1, 2025 | PPLT | abrdn Physical Platinum Shares ETF | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Aug 1, 2025 | EMLP | First Trust North American Energy Infrastructure F | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Aug 1, 2025 | GIGB | Goldman Sachs Access Investment Grade Corporate Bo | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Aug 1, 2025 | TBLL | Invesco Short Term Treasury ETF | sale | $15,001 - $50,000 | $33K | Aug 24, 2026 |
| Aug 1, 2025 | SLV | iShares Silver Trust | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Aug 1, 2025 | EFA | iShares MSCI EAFE ETF | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Aug 1, 2025 | IVV | iShares Core S&P 500 ETF | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Aug 1, 2025 | URNM | Sprott Uranium Miners ETF | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Aug 1, 2025 | EMRZX | Emerging Markets Fund Class Z | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Aug 1, 2025 | VEA | Vanguard FTSE Developed Markets ETF | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Jul 31, 2025 | GE | General Electric Company | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Jul 31, 2025 | WMT | Walmart Inc | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Jul 31, 2025 | MDLZ | Mondelez Intl Inc | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Jul 31, 2025 | GD | General Dynamics Corp | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Jul 24, 2025 | — | BRK-B - Berkshire Hathaway Inc Class B | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Jul 24, 2025 | JPM | JP Morgan Chase & Company | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Jul 8, 2025 | HYG | iShares iBoxx $ High Yield Corporate Bond ETF | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Jul 8, 2025 | GIGB | Goldman Sachs Access Investment Grade Corporate Bo | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Jul 1, 2025 | MU | Micron Technology | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Jun 11, 2025 | MU | Micron Technology | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Jun 11, 2025 | AVGO | Broadcom Inc. - Common Stock | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Jun 11, 2025 | UNH | Unitedhealth Group Inc | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Jun 11, 2025 | TBLL | Invesco Short Term Treasury ETF | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| May 30, 2025 | META | Meta Platforms Inc | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| May 30, 2025 | FBIN | Fortune Brands Innovations Inc | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| May 30, 2025 | RTX | Raytheon Technologies Corp | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| May 20, 2025 | DTE | Dte Energy Company | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| May 20, 2025 | LOW | Lowe's Companies | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| May 20, 2025 | GD | General Dynamics Corp | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| May 20, 2025 | GOOGL | Alphabet Cl A | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| May 20, 2025 | ATO | Atmos Energy Corp | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| May 20, 2025 | NRG | NRG Energy | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| May 20, 2025 | HD | Home Depot | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| May 16, 2025 | HD | Home Depot | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| May 16, 2025 | TBLL | Invesco Short Term Treasury ETF | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| May 16, 2025 | AMZN | Amazon.com Inc | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| May 16, 2025 | META | Meta Platforms Inc | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| May 13, 2025 | NVDA | Nvidia Corp | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| May 13, 2025 | AVGO | Broadcom Inc. - Common Stock | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| May 13, 2025 | VLO | Valero Energy Corp | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Apr 22, 2025 | MSFT | Microsoft Corp | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Apr 22, 2025 | CRM | Salesforce Inc | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Apr 16, 2025 | ORCL | Oracle Corp | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Apr 16, 2025 | AMAT | Applied Materials | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Apr 16, 2025 | LRCX | Lam Research Corp | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Apr 16, 2025 | UNH | Unitedhealth Group Inc | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Apr 16, 2025 | GILD | Gilead Sciences Inc | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Apr 16, 2025 | MSFT | Microsoft Corp | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Apr 15, 2025 | BAC | Bank of America Corp | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Apr 15, 2025 | META | Meta Platforms Inc | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Apr 9, 2025 | HYG | iShares iBoxx $ High Yield Corporate Bond ETF | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Apr 9, 2025 | SHY | iShares 1-3 Year Treasury Bond ETF | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Apr 8, 2025 | FTGC | First Trust Global Tactical Commodity Strategy Fun | purchase | $1,001 - $15,000 | $8K | May 13, 2026 |
| Apr 8, 2025 | CBOE | Cboe Global Markets, Inc. Common Stock | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Apr 8, 2025 | JPM | JP Morgan Chase & Company | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Apr 8, 2025 | AVGO | Broadcom Inc. - Common Stock | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Apr 8, 2025 | IVW | iShares S&P 500 Growth ETF | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Apr 8, 2025 | COLPAL | COLGATE PALMOLIVE LTD. | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Mar 19, 2025 | IVW | iShares S&P 500 Growth ETF | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Mar 19, 2025 | TBLL | Invesco Short Term Treasury ETF | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Mar 19, 2025 | AMAT | Applied Materials | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Mar 19, 2025 | DTE | Dte Energy Company | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Mar 19, 2025 | DTE | Dte Energy Company | sale | $1,001 - $15,000 | $8K | Apr 20, 2025 |
| Mar 5, 2025 | TBLL | Invesco Short Term Treasury ETF | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Feb 26, 2025 | ECL | Ecolab Inc | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Feb 26, 2025 | LITP | Sprott Lithium Miners ETF | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Feb 26, 2025 | FTGC | First Trust Global Tactical Commodity Strategy Fun | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Feb 26, 2025 | IVW | iShares S&P 500 Growth ETF | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Feb 26, 2025 | NVDA | Nvidia Corp | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Feb 26, 2025 | AXP | American Express Company | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Feb 26, 2025 | AMZN | Amazon.com Inc | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Feb 26, 2025 | TBLL | Invesco Short Term Treasury ETF | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Feb 26, 2025 | EMLP | First Trust North American Energy Infrastructure F | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Feb 26, 2025 | MSI | Motorola Solutions | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Feb 25, 2025 | URNM | Sprott Uranium Miners ETF | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Feb 14, 2025 | IVW | iShares S&P 500 Growth ETF | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Feb 14, 2025 | MSFT | Microsoft Corp | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Feb 13, 2025 | DIS | Walt Disney Company | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Feb 13, 2025 | BSX | Boston Scientific Corp | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Feb 13, 2025 | GOOGL | Alphabet Cl A | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Feb 13, 2025 | PFE | Pfizer Inc | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Feb 5, 2025 | MA | Mastercard Inc | purchase | $1,001 - $15,000 | $8K | Aug 24, 2026 |
| Feb 5, 2025 | LRCX | Lam Research Corp | sale | $1,001 - $15,000 | $8K | Aug 24, 2026 |