Congressional Trades
U.S. House · NJ05

Josh Gottheimer

2078

Trades

834

Purchases

1243

Sales

58

Filings

Disclosed Transactions

DateTypeSecurityOwnerAmount
01/30/2026Sale
NOWServiceNow, Inc. Common StockStock
Joint$1,001 - $15,000
01/30/2026Partial Sale
UBERUber Technologies, Inc. Common StockStock
Joint$1,001 - $15,000
04/28/2026Partial Sale
MMM3M Company Common StockStock
Joint$1,001 - $15,000
05/27/2026Partial Sale
ABTAbbott Laboratories Common StockStock
Joint$1,001 - $15,000
04/27/2026Purchase
AMDAdvanced Micro Devices, Inc.Stock
Joint$1,001 - $15,000
02/27/2026Purchase
IFNNYInfineon Technologies AGStock
Joint$1,001 - $15,000
02/27/2026Sale
PANWPalo Alto Networks, Inc.Stock
Joint$1,001 - $15,000
01/27/2026Purchase
GILDGilead Sciences, Inc. - Common StockStock
Joint$1,001 - $15,000
02/26/2026Purchase
FSSFederal Signal Corporation Common StockStock
Joint$1,001 - $15,000
01/26/2026Purchase
ICEIntercontinental Exchange Inc. Common StockStock
Joint$1,001 - $15,000
01/26/2026Partial Sale
NSRGYNESTLE S.A S/ADRStock
Joint$1,001 - $15,000
01/26/2026Sale
SNDRSchneider National, Inc. Common StockStock
Joint$1,001 - $15,000
03/25/2026Purchase
MSFTMicrosoft Corporation - Common StockOption
Joint$50,001 - $100,000
03/25/2026Purchase
MSFTMicrosoft Corporation - Common StockOption
Joint$500,001 - $1,000,000
07/24/2026Purchase
GOOGMAlphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series A Mandatory Convertible Preferred StockStock
Joint$1,001 - $15,000
07/24/2026Purchase
GOOGNAlphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred StockStock
Joint$1,001 - $15,000
04/24/2026Partial Sale
IBMInternational Business Machines Corporation Common StockStock
Joint$1,001 - $15,000
04/24/2026Sale
NOWServiceNow, Inc. Common StockStock
Joint$1,001 - $15,000
03/24/2026Partial Sale
CCICrown Castle Inc. Common StockStock
Joint$1,001 - $15,000
03/24/2026Partial Sale
XNGSYEEN ENERGY HLDGS UNSP/ADRStock
Joint$1,001 - $15,000
03/24/2026Purchase
FNFabrinet Ordinary SharesStock
Joint$1,001 - $15,000
07/23/2026Purchase
GOOGNAlphabet Inc. - Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred StockStock
Joint$1,001 - $15,000
07/23/2026Sale
CCICrown Castle Inc. Common StockStock
Joint$1,001 - $15,000
04/23/2026Purchase
AMDAdvanced Micro Devices, Inc.Stock
Joint$1,001 - $15,000
05/22/2026Partial Sale
INTUIntuit Inc. - Common StockStock
Joint$1,001 - $15,000
05/22/2026Purchase
LITELumentum Holdings Inc. - Common StockStock
Joint$1,001 - $15,000
05/21/2026Purchase
MUMicron Technology, Inc. - Common StockStock
Joint$1,001 - $15,000
07/20/2026Purchase
NICENICE Ltd - American Depositary Shares each representing one Ordinary ShareStock
Joint$1,001 - $15,000
07/20/2026Purchase
SAILSailPoint Technologies Holdings, Inc.Stock
Joint$1,001 - $15,000
02/20/2026Partial Sale
INTUIntuit Inc. - Common StockStock
Joint$1,001 - $15,000
05/19/2026Purchase
ADIAnalog Devices, Inc. - Common StockStock
Joint$1,001 - $15,000
05/19/2026Sale
MSFTMicrosoft Corporation - Common StockOption
Joint$250,001 - $500,000
05/19/2026Sale
MSFTMicrosoft Corporation - Common StockOption
Joint$500,001 - $1,000,000
05/19/2026Purchase
MSFTMicrosoft Corporation - Common StockOption
Joint$250,001 - $500,000
05/19/2026Purchase
MSFTMicrosoft Corporation - Common StockOption
Joint$500,001 - $1,000,000
02/18/2026Partial Sale
CVNACarvana Co. Class A Common StockStock
Joint$1,001 - $15,000
02/18/2026Partial Sale
VVisa Inc.Stock
Joint$1,001 - $15,000
07/17/2026Sale
GTLSChart Industries, Inc.Stock
Joint$1,001 - $15,000
07/17/2026Purchase
MNSTMonster Beverage Corporation - Common StockStock
Joint$1,001 - $15,000
06/17/2026Partial Sale
NTDOYNintendo Co Ltd ADRStock
Joint$1,001 - $15,000
07/16/2026Sale
IBMInternational Business Machines Corporation Common StockStock
Joint$1,001 - $15,000
07/16/2026Purchase
PANWPalo Alto Networks, Inc.Stock
Joint$1,001 - $15,000
04/16/2026Purchase
GSGoldman Sachs Group, Inc.Stock
Joint$1,001 - $15,000
07/15/2026Purchase
CRWDCrowdStrike Holdings, Inc. - Class A Common StockStock
Joint$1,001 - $15,000
07/15/2026Partial Sale
IBMInternational Business Machines Corporation Common StockStock
Joint$1,001 - $15,000
05/15/2026Sale
TPHTri Pointe Homes, Inc. Common StockStock
Joint$1,001 - $15,000
04/15/2026Purchase
FCXFreeport-McMoRan, Inc. Common StockStock
Joint$1,001 - $15,000
07/14/2026Sale
FNFabrinet Ordinary SharesStock
Joint$1,001 - $15,000
05/14/2026Partial Sale
NSRGYNESTLE S.A S/ADRStock
Joint$1,001 - $15,000
05/14/2026Purchase
PANWPalo Alto Networks, Inc.Stock
Joint$1,001 - $15,000
04/13/2026Partial Sale
HDBHDFC Bank Limited Common StockStock
Joint$1,001 - $15,000
04/13/2026Purchase
INTAIntapp, Inc. - Common StockStock
Joint$1,001 - $15,000
03/12/2026Sale
ALCAlcon Inc. Ordinary SharesStock
Joint$1,001 - $15,000
03/12/2026Partial Sale
HDBHDFC Bank Limited Common StockStock
Joint$1,001 - $15,000
03/12/2026Sale
IFNNYInfineon Technologies AGStock
Joint$1,001 - $15,000
03/12/2026Sale
INTAIntapp, Inc. - Common StockStock
Joint$1,001 - $15,000
03/12/2026Sale
LZBLa-Z-Boy Incorporated Common StockStock
Joint$1,001 - $15,000
06/10/2026Partial Sale
INSMInsmed Incorporated - Common StockStock
Joint$1,001 - $15,000
03/10/2026Purchase
SESea Limited American Depositary Shares, each representing one Class A Ordinary ShareStock
Joint$1,001 - $15,000
04/09/2026Sale
ALLYAlly Financial Inc. Common StockStock
Joint$1,001 - $15,000
04/09/2026Sale
TAT&T Inc.Stock
Joint$1,001 - $15,000
04/09/2026Sale
DRIDarden Restaurants, Inc. Common StockStock
Joint$15,001 - $50,000
04/09/2026Sale
DLTRDollar Tree, Inc. - Common StockStock
Joint$1,001 - $15,000
04/09/2026Sale
FFord Motor Company Common StockStock
Joint$15,001 - $50,000
04/09/2026Sale
GSGoldman Sachs Group, Inc.Stock
Joint$15,001 - $50,000
04/09/2026Sale
HDHome Depot, Inc.Stock
Joint$15,001 - $50,000
04/09/2026Sale
MKTXMarketAxess Holdings, Inc. - Common StockStock
Joint$1,001 - $15,000
04/09/2026Sale
MLMMartin Marietta Materials, Inc. Common StockStock
Joint$15,001 - $50,000
04/09/2026Sale
PFGCPerformance Food Group Company Common StockStock
Joint$15,001 - $50,000
04/09/2026Sale
SYFSynchrony Financial Common StockStock
Joint$15,001 - $50,000
04/09/2026Sale
TSCOTractor Supply Company - Common StockStock
Joint$15,001 - $50,000
04/09/2026Sale
VLYValley National BancorpStock
Joint$1,001 - $15,000
05/07/2026Purchase
SNDKSandisk Corporation - Common Stock When-IssuedStock
Joint$1,001 - $15,000
04/06/2026Purchase
CBZCBIZ, Inc. Common StockStock
Joint$1,001 - $15,000
04/06/2026Purchase
FWRGFirst Watch Restaurant Group, Inc. - Common StockStock
Joint$1,001 - $15,000
04/06/2026Purchase
NTESNetEase, Inc. - American Depositary Shares, each representing 5 ordinary sharesStock
Joint$1,001 - $15,000
03/06/2026Purchase
NOWServiceNow, Inc. Common StockStock
Joint$1,001 - $15,000
05/05/2026Sale
ABBVAbbVie Inc. Common StockStock
Joint$1,001 - $15,000
05/05/2026Purchase
AMDAdvanced Micro Devices, Inc.Stock
Joint$1,001 - $15,000
05/05/2026Partial Sale
NSRGYNESTLE S.A S/ADRStock
Joint$1,001 - $15,000
03/05/2026Purchase
APDAir Products and Chemicals, Inc. Common StockStock
Joint$1,001 - $15,000
03/05/2026Sale
CBZCBIZ, Inc. Common StockStock
Joint$1,001 - $15,000
03/05/2026Sale
COLBColumbia Banking System, Inc. - Common StockStock
Joint$1,001 - $15,000
03/05/2026Sale
FWRGFirst Watch Restaurant Group, Inc. - Common StockStock
Joint$1,001 - $15,000
03/05/2026Partial Sale
NTESNetEase, Inc. - American Depositary Shares, each representing 5 ordinary sharesStock
Joint$1,001 - $15,000
03/05/2026Sale
PHRPhreesia, Inc. Common StockStock
Joint$1,001 - $15,000
02/05/2026Purchase
CMICummins Inc. Common StockStock
Joint$1,001 - $15,000
02/05/2026Purchase
GEVGE Vernova Inc. Common StockStock
Joint$1,001 - $15,000
02/05/2026Purchase
UNHUnitedHealth Group Incorporated Common StockStock
Joint$1,001 - $15,000
05/04/2026Partial Sale
BRK.BBerkshire Hathaway Inc. New Common StockStock
Joint$1,001 - $15,000
05/04/2026Partial Sale
BRK.BBerkshire Hathaway Inc. New Common StockStock
Joint$1,001 - $15,000
05/04/2026Purchase
TWLOTwilio Inc. Class A Common StockStock
Joint$1,001 - $15,000
02/04/2026Sale
NETCloudflare, Inc. Class A Common StockStock
Joint$1,001 - $15,000
02/04/2026Purchase
XOMExxon Mobil Corporation Common StockStock
Joint$1,001 - $15,000
02/04/2026Sale
FICOFair Isaac Corporation Common StockStock
Joint$1,001 - $15,000
02/04/2026Purchase
MRKMerck & Company, Inc. Common StockStock
Joint$1,001 - $15,000
02/02/2026Purchase
XOMExxon Mobil Corporation Common StockStock
Joint$1,001 - $15,000
02/02/2026Partial Sale
MSFTMicrosoft Corporation - Common StockStock
Joint$1,001 - $15,000
02/02/2026Purchase
MNSTMonster Beverage Corporation - Common StockStock
Joint$1,001 - $15,000
06/01/2026Sale
ADCAgree Realty Corporation Common StockStock
Joint$1,001 - $15,000
06/01/2026Sale
BABAAlibaba Group Holding Limited American Depositary Shares each representing eight Ordinary shareStock
Joint$1,001 - $15,000
06/01/2026Sale
BKNGBooking Holdings Inc. - Common StockStock
Joint$1,001 - $15,000
06/01/2026Partial Sale
NSRGYNESTLE S.A S/ADRStock
Joint$1,001 - $15,000
06/01/2026Sale
NVZMYNOVONESIS B UNSP/ADRStock
Joint$1,001 - $15,000
05/01/2026Purchase
FNFabrinet Ordinary SharesStock
Joint$1,001 - $15,000
01/31/2025Purchase
BABAAlibaba Group Holding Limited American Depositary Shares each representing eight Ordinary shareStock
Joint$1,001 - $15,000
01/31/2025Partial Sale
ANETArista Networks, Inc. Common StockStock
Joint$1,001 - $15,000
01/31/2025Partial Sale
ICFIICF International, Inc. - Common StockStock
Joint$1,001 - $15,000
01/31/2025Purchase
MAMastercard Incorporated Common StockStock
Joint$1,001 - $15,000
01/31/2025Partial Sale
MSFTMicrosoft Corporation - Common StockStock
Joint$1,001 - $15,000
01/31/2025Purchase
TSLATesla, Inc. - Common StockStock
Joint$1,001 - $15,000
01/31/2025Purchase
TWLOTwilio Inc. Class A Common StockStock
Joint$1,001 - $15,000
01/31/2025Purchase
VVisa Inc.Stock
Joint$1,001 - $15,000
09/30/2025Purchase
MTHRYM3 INC UNSP/ADRStock
Joint$1,001 - $15,000
01/30/2025Purchase
MMM3M Company Common StockStock
Joint$1,001 - $15,000
01/30/2025Purchase
GLWCorning Incorporated Common StockStock
Joint$1,001 - $15,000
01/30/2025Purchase
MAMastercard Incorporated Common StockStock
Joint$1,001 - $15,000
01/30/2025Purchase
TSLATesla, Inc. - Common StockStock
Joint$1,001 - $15,000
01/30/2025Partial Sale
TTTrane Technologies plcStock
Joint$1,001 - $15,000
01/30/2025Purchase
VVisa Inc.Stock
Joint$1,001 - $15,000
05/29/2025Purchase
TSLATesla, Inc. - Common StockStock
Joint$1,001 - $15,000
01/29/2025Purchase
ABTAbbott Laboratories Common StockStock
Joint$1,001 - $15,000
01/29/2025Partial Sale
AVGOBroadcom Inc. - Common StockStock
Joint$1,001 - $15,000
01/29/2025Partial Sale
ETNEaton Corporation, PLC Ordinary SharesStock
Joint$1,001 - $15,000
01/29/2025Partial Sale
ISRGIntuitive Surgical, Inc. - Common StockStock
Joint$1,001 - $15,000
01/29/2025Partial Sale
NVDANVIDIA Corporation - Common StockStock
Joint$1,001 - $15,000
01/29/2025Partial Sale
PWRQuanta Services, Inc. Common StockStock
Joint$1,001 - $15,000
01/29/2025Purchase
CRMSalesforce, Inc. Common StockStock
Joint$1,001 - $15,000
01/29/2025Partial Sale
UBERUber Technologies, Inc. Common StockStock
Joint$1,001 - $15,000
01/29/2025Purchase
UNPUnion Pacific Corporation Common StockStock
Joint$1,001 - $15,000
07/28/2025Partial Sale
WMTWalmart Inc. Common StockStock
Joint$1,001 - $15,000
05/28/2025Purchase
APPApplovin Corporation - Class A Common StockStock
Joint$1,001 - $15,000
05/28/2025Purchase
GLWCorning Incorporated Common StockStock
Joint$1,001 - $15,000
05/28/2025Partial Sale
UPSUnited Parcel Service, Inc. Common StockStock
Joint$1,001 - $15,000
02/28/2025Partial Sale
GSGoldman Sachs Group, Inc.Stock
Joint$1,001 - $15,000
02/28/2025Purchase
VVisa Inc.Stock
Joint$1,001 - $15,000
01/28/2025Purchase
ABTAbbott Laboratories Common StockStock
Joint$1,001 - $15,000
01/28/2025Partial Sale
ANETArista Networks, Inc. Common StockStock
Joint$1,001 - $15,000
01/28/2025Partial Sale
AVGOBroadcom Inc. - Common StockStock
Joint$1,001 - $15,000
01/28/2025Partial Sale
NVDANVIDIA Corporation - Common StockStock
Joint$1,001 - $15,000
01/28/2025Partial Sale
ORCLOracle Corporation Common StockStock
Joint$1,001 - $15,000
01/28/2025Partial Sale
TSMTaiwan Semiconductor Manufacturing Company Ltd.Stock
Joint$1,001 - $15,000
01/28/2025Purchase
TSLATesla, Inc. - Common StockStock
Joint$1,001 - $15,000
01/28/2025Purchase
VVisa Inc.Stock
Joint$1,001 - $15,000
05/27/2025Purchase
TSLATesla, Inc. - Common StockStock
Joint$1,001 - $15,000
02/27/2025Partial Sale
BXBlackstone Inc. Common StockStock
Joint$1,001 - $15,000
02/27/2025Sale
XYZBlock, Inc. Class A Common Stock,Stock
Joint$1,001 - $15,000
02/27/2025Partial Sale
KKRKKR & Co. Inc. Common StockStock
Joint$1,001 - $15,000
02/27/2025Sale
FNAParagon 28, Inc. Common StockStock
Joint$1,001 - $15,000
01/27/2025Purchase
ABEVAmbev S.A. American Depositary SharesStock
Joint$1,001 - $15,000
01/27/2025Purchase
CDRECadre Holdings, Inc. Common StockStock
Joint$1,001 - $15,000
01/27/2025Purchase
CLPBYCOLOPLAST AS SP/ADRStock
Joint$1,001 - $15,000
01/27/2025Purchase
GLWCorning Incorporated Common StockStock
Joint$1,001 - $15,000
01/27/2025Partial Sale
FICOFair Isaac Corporation Common StockStock
Joint$1,001 - $15,000
01/27/2025Purchase
GBOOYGrupo Financiero Banorte, S.A.B. De C.V Sponsored ADRStock
Joint$1,001 - $15,000
01/27/2025Partial Sale
MELIMercadoLibre, Inc. - Common StockStock
Joint$1,001 - $15,000
01/27/2025Sale
MRKMerck & Company, Inc. Common StockStock
Joint$15,001 - $50,000
06/26/2025Partial Sale
VVisa Inc.Stock
Joint$1,001 - $15,000
02/26/2025Partial Sale
BXBlackstone Inc. Common StockStock
Joint$1,001 - $15,000
02/26/2025Purchase
FIFiserv, Inc. Common StockStock
Joint$1,001 - $15,000
02/26/2025Partial Sale
KKRKKR & Co. Inc. Common StockStock
Joint$1,001 - $15,000
07/25/2025Partial Sale
IBMInternational Business Machines Corporation Common StockStock
Joint$1,001 - $15,000
06/25/2025Purchase
AVGOBroadcom Inc. - Common StockStock
Joint$1,001 - $15,000
06/25/2025Partial Sale
VVisa Inc.Stock
Joint$1,001 - $15,000
02/25/2025Sale
VRTVertiv Holdings, LLC Class A Common StockStock
Joint$1,001 - $15,000
06/24/2025Partial Sale
COPConocoPhillips Common StockStock
Joint$1,001 - $15,000
06/24/2025Purchase
NVDANVIDIA Corporation - Common StockStock
Joint$1,001 - $15,000
06/24/2025Partial Sale
VVisa Inc.Stock
Joint$1,001 - $15,000
03/24/2025Partial Sale
SPOTSpotify Technology S.A. Ordinary SharesStock
Joint$1,001 - $15,000
03/24/2025Purchase
VVisa Inc.Stock
Joint$1,001 - $15,000
02/24/2025Partial Sale
AAPLApple Inc. - Common StockStock
Joint$1,001 - $15,000
02/24/2025Partial Sale
HDHome Depot, Inc.Stock
Joint$1,001 - $15,000
02/24/2025Partial Sale
MSFTMicrosoft Corporation - Common StockStock
Joint$1,001 - $15,000
01/24/2025Partial Sale
ITCIIntra-Cellular Therapies Inc.Stock
Joint$1,001 - $15,000
01/24/2025Purchase
JNJJohnson & Johnson Common StockStock
Joint$1,001 - $15,000
01/24/2025Sale
REGNRegeneron Pharmaceuticals, Inc. - Common StockStock
Joint$1,001 - $15,000
01/24/2025Purchase
VVisa Inc.Stock
Joint$1,001 - $15,000
09/23/2025Purchase
CVLTCommvault Systems, Inc. - Common StockStock
Joint$1,001 - $15,000
09/23/2025Sale
BWINThe Baldwin Insurance Group, Inc. - Class A Common StockStock
Joint$1,001 - $15,000
05/23/2025Purchase
SESea Limited American Depositary Shares, each representing one Class A Ordinary ShareStock
Joint$1,001 - $15,000
05/23/2025Sale
ZTOZTO ExpressStock
Joint$1,001 - $15,000
04/23/2025Purchase
RTXRTX Corporation Common StockStock
Joint$1,001 - $15,000
01/23/2025Partial Sale
ETNEaton Corporation, PLC Ordinary SharesStock
Joint$1,001 - $15,000
01/23/2025Purchase
TELTE Connectivity plc Ordinary SharesStock
Joint$1,001 - $15,000
01/23/2025Partial Sale
TTTrane Technologies plcStock
Joint$1,001 - $15,000
01/23/2025Partial Sale
UBERUber Technologies, Inc. Common StockStock
Joint$1,001 - $15,000
01/23/2025Purchase
VVisa Inc.Stock
Joint$1,001 - $15,000
09/22/2025Sale
DEODiageo plc Common StockStock
Joint$1,001 - $15,000
09/22/2025Purchase
IRTIndependence Realty Trust, Inc. Common StockStock
Joint$1,001 - $15,000
09/22/2025Purchase
NTRANatera, Inc. - Common StockStock
Joint$1,001 - $15,000
09/22/2025Purchase
SSMXYSYSMEX CORP UNSP/ASDRStock
Joint$1,001 - $15,000
09/22/2025Purchase
TNDMTandem Diabetes Care, Inc. - Common StockStock
Joint$1,001 - $15,000
08/22/2025Purchase
NTRANatera, Inc. - Common StockStock
Joint$1,001 - $15,000
07/22/2025Partial Sale
NTRANatera, Inc. - Common StockStock
Joint$1,001 - $15,000
05/22/2025Purchase
ABBVAbbVie Inc. Common StockStock
Joint$1,001 - $15,000
05/22/2025Purchase
ASMLASML Holding N.V. - New York Registry SharesStock
Joint$1,001 - $15,000
05/22/2025Purchase
GLWCorning Incorporated Common StockStock
Joint$1,001 - $15,000
05/22/2025Purchase
MSFTMicrosoft Corporation - Common StockStock
Joint$1,001 - $15,000
05/22/2025Purchase
CRMSalesforce, Inc. Common StockStock
Joint$1,001 - $15,000
05/22/2025Purchase
TELTE Connectivity plc Ordinary SharesStock
Joint$1,001 - $15,000
04/22/2025Purchase
LNGCheniere Energy, Inc. Common StockStock
Joint$1,001 - $15,000
01/22/2025Partial Sale
NFLXNetflix, Inc. - Common StockStock
Joint$1,001 - $15,000
01/22/2025Partial Sale
ORCLOracle Corporation Common StockStock
Joint$1,001 - $15,000
01/22/2025Purchase
WMTWalmart Inc. Common StockStock
Joint$1,001 - $15,000
11/21/2025Partial Sale
DASTYDASSAULT SYSTEMES SA ADRStock
Joint$1,001 - $15,000
08/21/2025Partial Sale
SSMXYSYSMEX CORP UNSP/ASDRStock
Joint$1,001 - $15,000
05/21/2025Purchase
MSFTMicrosoft Corporation - Common StockStock
Joint$1,001 - $15,000
04/21/2025Purchase
DHID.R. Horton, Inc. Common StockStock
Joint$1,001 - $15,000
04/21/2025Purchase
HDHome Depot, Inc.Stock
Joint$1,001 - $15,000
04/21/2025Partial Sale
KKRKKR & Co. Inc. Common StockStock
Joint$1,001 - $15,000
04/21/2025Purchase
TLKPT Telekomunikasi Indonesia, TbkStock
Joint$1,001 - $15,000
04/21/2025Purchase
TTNDYTECHTRONIC INDUS LTD ADRStock
Joint$1,001 - $15,000
04/21/2025Purchase
TPHTri Pointe Homes, Inc. Common StockStock
Joint$1,001 - $15,000
02/21/2025Partial Sale
AAPLApple Inc. - Common StockStock
Joint$1,001 - $15,000
02/21/2025Partial Sale
BRK.BBerkshire Hathaway Inc. New Common StockStock
Joint$1,001 - $15,000
02/21/2025Partial Sale
SCHWCharles Schwab CorporationStock
Joint$1,001 - $15,000
02/21/2025Partial Sale
CSCOCisco Systems, Inc. - Common StockStock
Joint$1,001 - $15,000
02/21/2025Partial Sale
DASTYDASSAULT SYSTEMES SA ADRStock
Joint$1,001 - $15,000
02/21/2025Purchase
FIFiserv, Inc. Common StockStock
Joint$1,001 - $15,000
02/21/2025Partial Sale
IFNNYInfineon Technologies AGStock
Joint$1,001 - $15,000
02/21/2025Partial Sale
MSFTMicrosoft Corporation - Common StockStock
Joint$1,001 - $15,000
02/21/2025Partial Sale
NTDOYNintendo Co Ltd ADRStock
Joint$1,001 - $15,000
02/21/2025Partial Sale
PAYXPaychex, Inc. - Common StockStock
Joint$1,001 - $15,000
02/21/2025Purchase
SNOWSnowflake Inc. Class A Common StockStock
Joint$1,001 - $15,000
02/21/2025Partial Sale
SPOTSpotify Technology S.A. Ordinary SharesStock
Joint$1,001 - $15,000
01/21/2025Purchase
MMM3M Company Common StockStock
Joint$1,001 - $15,000
01/21/2025Purchase
KOCoca-Cola CompanyStock
Joint$1,001 - $15,000
01/21/2025Partial Sale
ISRGIntuitive Surgical, Inc. - Common StockStock
Joint$1,001 - $15,000
01/21/2025Purchase
JNJJohnson & Johnson Common StockStock
Joint$1,001 - $15,000
01/21/2025Partial Sale
MSFTMicrosoft Corporation - Common StockStock
Joint$1,001 - $15,000
01/21/2025Partial Sale
ORCLOracle Corporation Common StockStock
Joint$1,001 - $15,000
01/21/2025Partial Sale
PWRQuanta Services, Inc. Common StockStock
Joint$1,001 - $15,000
10/20/2025Partial Sale
MMM3M Company Common StockStock
Joint$1,001 - $15,000
06/20/2025Purchase
CVNACarvana Co. Class A Common StockStock
Joint$1,001 - $15,000
06/20/2025Purchase
NETCloudflare, Inc. Class A Common StockStock
Joint$1,001 - $15,000
06/20/2025Partial Sale
MCDMcDonald's Corporation Common StockStock
Joint$1,001 - $15,000
06/20/2025Partial Sale
VVisa Inc.Stock
Joint$1,001 - $15,000
11/19/2025Sale
BHPBHP Group Limited American Depositary SharesStock
Joint$1,001 - $15,000
11/19/2025Sale
EWEdwards Lifesciences Corporation Common StockStock
Joint$1,001 - $15,000
11/19/2025Sale
FISFidelity National Information Services, Inc. Common StockStock
Joint$15,001 - $50,000
11/19/2025Sale
HDHome Depot, Inc.Stock
Joint$1,001 - $15,000
11/19/2025Sale
HUBSHubSpot, Inc. Common StockStock
Joint$1,001 - $15,000
11/19/2025Sale
KKRKKR & Co. Inc. Common StockStock
Joint$1,001 - $15,000
03/19/2025Sale
AZTAAzenta, Inc. - Common StockStock
Joint$1,001 - $15,000
03/19/2025Partial Sale
AVGOBroadcom Inc. - Common StockStock
Joint$1,001 - $15,000
03/19/2025Partial Sale
CHRDChord Energy Corporation - Common StockStock
Joint$1,001 - $15,000
03/19/2025Sale
CRNXCrinetics Pharmaceuticals, Inc. - Common StockStock
Joint$1,001 - $15,000
03/19/2025Sale
DHID.R. Horton, Inc. Common StockStock
Joint$1,001 - $15,000
03/19/2025Partial Sale
DEODiageo plc Common StockStock
Joint$1,001 - $15,000
03/19/2025Sale
DSCSYDISCO CORP UNSP /ADRStock
Joint$1,001 - $15,000
03/19/2025Sale
DAVAEndava plc American Depositary SharesStock
Joint$1,001 - $15,000
03/19/2025Sale
FLYWFlywire Corporation - Voting Common StockStock
Joint$1,001 - $15,000
03/19/2025Sale
HDHome Depot, Inc.Stock
Joint$1,001 - $15,000
03/19/2025Partial Sale
PPBIPacific Premier Bancorp Inc - Common StockStock
Joint$1,001 - $15,000
03/19/2025Sale
TLKPT Telekomunikasi Indonesia, TbkStock
Joint$1,001 - $15,000
03/19/2025Partial Sale
NOWServiceNow, Inc. Common StockStock
Joint$1,001 - $15,000
03/19/2025Partial Sale
SHOPShopify Inc. - Class A Subordinate Voting SharesStock
Joint$1,001 - $15,000
03/19/2025Sale
SNOWSnowflake Inc. Class A Common StockStock
Joint$1,001 - $15,000
03/19/2025Sale
TNDMTandem Diabetes Care, Inc. - Common StockStock
Joint$1,001 - $15,000
03/19/2025Sale
TTNDYTECHTRONIC INDUS LTD ADRStock
Joint$1,001 - $15,000
03/19/2025Partial Sale
TSLATesla, Inc. - Common StockStock
Joint$1,001 - $15,000
03/19/2025Sale
TPHTri Pointe Homes, Inc. Common StockStock
Joint$1,001 - $15,000
02/19/2025Partial Sale
LLYEli Lilly and Company Common StockStock
Joint$1,001 - $15,000
02/19/2025Sale
ICFIICF International, Inc. - Common StockStock
Joint$1,001 - $15,000
07/18/2025Partial Sale
ABTAbbott Laboratories Common StockStock
Joint$1,001 - $15,000
12/17/2025Partial Sale
NOWServiceNow, Inc. Common StockStock
Joint$1,001 - $15,000
11/17/2025Purchase
CSWCSW Industrials, Inc. Common StockStock
Joint$1,001 - $15,000
10/17/2025Purchase
NTESNetEase, Inc. - American Depositary Shares, each representing 5 ordinary sharesStock
Joint$1,001 - $15,000
10/17/2025Purchase
NICENICE Ltd - American Depositary Shares each representing one Ordinary ShareStock
Joint$1,001 - $15,000
04/17/2025Sale
ABBVAbbVie Inc. Common StockStock
Joint$1,001 - $15,000
04/17/2025Sale
AEISAdvanced Energy Industries, Inc. - Common StockStock
Joint$1,001 - $15,000
04/17/2025Sale
ASMLASML Holding N.V. - New York Registry SharesStock
Joint$1,001 - $15,000
04/17/2025Sale
CDRECadre Holdings, Inc. Common StockStock
Joint$1,001 - $15,000
04/17/2025Sale
GLWCorning Incorporated Common StockStock
Joint$15,001 - $50,000
04/17/2025Sale
EPACEnerpac Tool Group Corp. Common StockStock
Joint$1,001 - $15,000
04/17/2025Sale
HLMNHillman Solutions Corp. - Common StockStock
Joint$1,001 - $15,000
04/17/2025Sale
PARPAR Technology Corporation Common StockStock
Joint$1,001 - $15,000
04/17/2025Sale
CRMSalesforce, Inc. Common StockStock
Joint$1,001 - $15,000
04/17/2025Partial Sale
SBUXStarbucks Corporation - Common StockStock
Joint$1,001 - $15,000
04/17/2025Sale
TELTE Connectivity plc Ordinary SharesStock
Joint$15,001 - $50,000
04/17/2025Sale
THRThermon Group Holdings, Inc. Common StockStock
Joint$1,001 - $15,000
04/17/2025Sale
TWLOTwilio Inc. Class A Common StockStock
Joint$1,001 - $15,000
04/17/2025Sale
USPHU.S. Physical Therapy, Inc. Common StockStock
Joint$1,001 - $15,000
04/17/2025Partial Sale
UNPUnion Pacific Corporation Common StockStock
Joint$1,001 - $15,000
03/17/2025Partial Sale
ITCIIntra-Cellular Therapies Inc.Stock
Joint$1,001 - $15,000
03/17/2025Purchase
WMTWalmart Inc. Common StockStock
Joint$1,001 - $15,000
01/17/2025Partial Sale
INTAIntapp, Inc. - Common StockStock
Joint$1,001 - $15,000
01/17/2025Partial Sale
NVDANVIDIA Corporation - Common StockStock
Joint$1,001 - $15,000
01/17/2025Purchase
PARPAR Technology Corporation Common StockStock
Joint$1,001 - $15,000
10/16/2025Sale
ICEIntercontinental Exchange Inc. Common StockStock
Joint$1,001 - $15,000
07/16/2025Sale
IRTIndependence Realty Trust, Inc. Common StockStock
Joint$1,001 - $15,000
06/16/2025Purchase
INSMInsmed Incorporated - Common StockStock
Joint$1,001 - $15,000
05/16/2025Purchase
TSLATesla, Inc. - Common StockStock
Joint$1,001 - $15,000
04/16/2025Sale
APPApplovin Corporation - Class A Common StockStock
Joint$1,001 - $15,000
01/16/2025Partial Sale
GOOGAlphabet Inc. - Class C Capital StockStock
Joint$1,001 - $15,000
01/16/2025Purchase
BRK.BBerkshire Hathaway Inc. New Common StockStock
Joint$1,001 - $15,000
01/16/2025Purchase
KOCoca-Cola CompanyStock
Joint$1,001 - $15,000
01/16/2025Purchase
DHID.R. Horton, Inc. Common StockStock
Joint$1,001 - $15,000
01/16/2025Purchase
DDominion Energy, Inc. Common StockStock
Joint$1,001 - $15,000
01/16/2025Purchase
GMABGenmab A/S - American Depositary SharesStock
Joint$1,001 - $15,000
01/16/2025Purchase
JNJJohnson & Johnson Common StockStock
Joint$1,001 - $15,000
01/16/2025Partial Sale
MAMastercard Incorporated Common StockStock
Joint$1,001 - $15,000
01/16/2025Partial Sale
METAMeta Platforms, Inc. - Class A Common StockStock
Joint$1,001 - $15,000
01/16/2025Partial Sale
MSFTMicrosoft Corporation - Common StockStock
Joint$1,001 - $15,000
01/16/2025Purchase
NSRGYNESTLE S.A S/ADRStock
Joint$1,001 - $15,000
01/16/2025Partial Sale
NVDANVIDIA Corporation - Common StockStock
Joint$1,001 - $15,000
01/16/2025Partial Sale
PANWPalo Alto Networks, Inc.Stock
Joint$1,001 - $15,000
01/16/2025Purchase
TLKPT Telekomunikasi Indonesia, TbkStock
Joint$1,001 - $15,000
01/16/2025Purchase
SHELShell PLC American Depositary SharesStock
Joint$1,001 - $15,000
01/16/2025Partial Sale
TDGTransdigm Group Incorporated Common StockStock
Joint$1,001 - $15,000
01/16/2025Purchase
UNICYUNICHARM CORP S/ADRStock
Joint$1,001 - $15,000
05/15/2025Purchase
TSLATesla, Inc. - Common StockStock
Joint$1,001 - $15,000
05/15/2025Purchase
UBERUber Technologies, Inc. Common StockStock
Joint$1,001 - $15,000
07/14/2025Partial Sale
VVisa Inc.Stock
Joint$1,001 - $15,000
05/14/2025Sale
CLPBYCOLOPLAST AS SP/ADRStock
Joint$1,001 - $15,000
05/14/2025Sale
FIFiserv, Inc. Common StockStock
Joint$1,001 - $15,000
05/14/2025Sale
GILDGilead Sciences, Inc. - Common StockStock
Joint$1,001 - $15,000
05/14/2025Partial Sale
UNICYUNICHARM CORP S/ADRStock
Joint$1,001 - $15,000
04/14/2025Sale
APPApplovin Corporation - Class A Common StockStock
Joint$1,001 - $15,000
04/14/2025Partial Sale
BXBlackstone Inc. Common StockStock
Joint$1,001 - $15,000
04/14/2025Partial Sale
KKRKKR & Co. Inc. Common StockStock
Joint$1,001 - $15,000
02/14/2025Purchase
MSFTMicrosoft Corporation - Common StockOption
Joint$1,000,001 - $5,000,000
02/14/2025Purchase
MSFTMicrosoft Corporation - Common StockOption
Joint$500,001 - $1,000,000
02/14/2025Purchase
MSFTMicrosoft Corporation - Common StockOption
Joint$1,000,001 - $5,000,000
02/14/2025Purchase
MSFTMicrosoft Corporation - Common StockOption
Joint$1,000,001 - $5,000,000
02/14/2025Sale
MSFTMicrosoft Corporation - Common StockOption
Joint$500,001 - $1,000,000
02/14/2025Sale
MSFTMicrosoft Corporation - Common StockOption
Joint$250,001 - $500,000
02/14/2025Sale
MSFTMicrosoft Corporation - Common StockOption
Joint$1,000,001 - $5,000,000
02/14/2025Partial Sale
MSFTMicrosoft Corporation - Common StockStock
Joint$1,000,001 - $5,000,000
02/14/2025Partial Sale
TSLATesla, Inc. - Common StockStock
Joint$1,001 - $15,000
06/13/2025Purchase
CBChubb Limited Common StockStock
Joint$1,001 - $15,000
05/13/2025Partial Sale
LLYEli Lilly and Company Common StockStock
Joint$1,001 - $15,000
03/13/2025Purchase
APPApplovin Corporation - Class A Common StockStock
Joint$1,001 - $15,000
03/13/2025Partial Sale
BBVABanco Bilbao Vizcaya Argentaria S.A. Common StockStock
Joint$1,001 - $15,000
03/13/2025Purchase
DASHDoorDash, Inc. - Common StockStock
Joint$1,001 - $15,000
03/13/2025Sale
IFNNYInfineon Technologies AGStock
Joint$1,001 - $15,000
02/13/2025Purchase
ABTAbbott Laboratories Common StockStock
Joint$1,001 - $15,000
02/13/2025Partial Sale
DHID.R. Horton, Inc. Common StockStock
Joint$1,001 - $15,000
02/13/2025Partial Sale
PYPLPayPal Holdings, Inc. - Common StockStock
Joint$1,001 - $15,000
02/13/2025Partial Sale
TSLATesla, Inc. - Common StockStock
Joint$1,001 - $15,000
02/13/2025Purchase
VVisa Inc.Stock
Joint$1,001 - $15,000
12/12/2025Sale
LNGCheniere Energy, Inc. Common StockStock
Joint$1,001 - $15,000
08/12/2025Partial Sale
IBMInternational Business Machines Corporation Common StockStock
Joint$1,001 - $15,000
08/12/2025Partial Sale
VVisa Inc.Stock
Joint$1,001 - $15,000
03/12/2025Purchase
ASMLASML Holding N.V. - New York Registry SharesStock
Joint$1,001 - $15,000
02/12/2025Purchase
BABAAlibaba Group Holding Limited American Depositary Shares each representing eight Ordinary shareStock
Joint$1,001 - $15,000
02/12/2025Purchase
SHOPShopify Inc. Class A Subordinate Voting SharesStock
Joint$1,001 - $15,000
12/11/2025Partial Sale
UBERUber Technologies, Inc. Common StockStock
Joint$1,001 - $15,000
09/11/2025Sale
TTDThe Trade Desk, Inc. - Class A Common StockStock
Joint$1,001 - $15,000
04/11/2025Sale
SMNNYSHIMANO INC UNSP/ADRStock
Joint$1,001 - $15,000
03/11/2025Purchase
WMTWalmart Inc. Common StockStock
Joint$1,001 - $15,000
03/10/2025Partial Sale
LLYEli Lilly and Company Common StockStock
Joint$1,001 - $15,000
03/10/2025Purchase
FIFiserv, Inc. Common StockStock
Joint$1,001 - $15,000
03/10/2025Purchase
IBMInternational Business Machines Corporation Common StockStock
Joint$1,001 - $15,000
02/10/2025Purchase
DSCSYDISCO CORP UNSP /ADRStock
Joint$1,001 - $15,000
02/10/2025Partial Sale
XNGSYEEN ENERGY HLDGS UNSP/ADRStock
Joint$1,001 - $15,000
01/10/2025Partial Sale
ISRGIntuitive Surgical, Inc. - Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
ADCAgree Realty Corporation Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
APDAir Products and Chemicals, Inc. Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
ALIZYALLIANZ SE UNSP/ADRStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
GOOGAlphabet Inc. - Class C Capital StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
ABCBAmeris Bancorp - Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
APPFAppFolio, Inc. - Class A Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
AAPLApple Inc. - Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
ABGAsbury Automotive Group Inc Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
ATLKYATLAS COPCO AB A S/ADRStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
BCPCBalchem Corporation - Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
BRK.BBerkshire Hathaway Inc. New Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
BHPBHP Group Limited American Depositary SharesStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
BLKBlackRock, Inc. Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
CATYCathay General Bancorp - Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
CBZCBIZ, Inc. Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
CENTACentral Garden & Pet Company - Class A Common Stock NonvotingStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
SKYChampion Homes, Inc. Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
CVXChevron Corporation Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
CHGCYCHUGAI PHARM UNSP/ADRStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
CINFCincinnati Financial Corporation - Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
CSCOCisco Systems, Inc. - Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
KOCoca-Cola CompanyStock
Joint$1,001 - $15,000
04/09/2025Sale
GLWCorning Incorporated Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
CCICrown Castle Inc. Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
DASTYDASSAULT SYSTEMES SA ADRStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
DBSDYDBS GROUP HLDGS LTD S/ADRStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
DDominion Energy, Inc. Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
DASHDoorDash, Inc. - Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
LLYEli Lilly and Company Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
FASTFastenal Company - Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
FISFidelity National Information Services, Inc. Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
FMXFomento Economico Mexicano S.A.B. de C.V. Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
GMEDGlobus Medical, Inc. Class A Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
HLNHaleon plc American Depositary SharesStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
HDBHDFC Bank Limited Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
HMNHorace Mann Educators Corporation Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
HLIHoulihan Lokey, Inc. Class A Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
IDAIDACORP, Inc. Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
INSMInsmed Incorporated - Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
INTAIntapp, Inc. - Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
ISRGIntuitive Surgical, Inc. - Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
JNJJohnson & Johnson Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
LRLCYL'Oreal Co. American Depositary SharesStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
LOWLowe's Companies, Inc. Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
MTSIMACOM Technology Solutions Holdings, Inc. - Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
MGYMagnolia Oil & Gas Corporation Class A Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
MFCManulife Financial Corporation Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
MAMastercard Incorporated Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
MCKMcKesson Corporation Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
METAMeta Platforms, Inc. - Class A Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
NSRGYNESTLE S.A S/ADRStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
NFLXNetflix, Inc. - Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
NTDOYNintendo Co Ltd ADRStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
NSCNorfolk Southern Corporation Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
NOCNorthrop Grumman Corporation Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
NVDANVIDIA Corporation - Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
PATKPatrick Industries, Inc. - Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
PAYXPaychex, Inc. - Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
PGRProgressive CorporationStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
RBCRBC Bearings Incorporated Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
RIORio Tinto Plc Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
RHHBYROCHE HOLDING LTD S/ADRStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
SAPSAP SE ADSStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
SHELShell PLC American Depositary SharesStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
SLGNSilgan Holdings Inc.Stock
Joint$1,001 - $15,000
04/09/2025Partial Sale
SPXCSPX Technologies, Inc. Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
STAGStag Industrial, Inc. Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
SBUXStarbucks Corporation - Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
STRLSterling Infrastructure, Inc. - Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
SFStifel Financial Corporation Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
SSMXYSYSMEX CORP UNSP/ASDRStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
TSMTaiwan Semiconductor Manufacturing Company Ltd.Stock
Joint$1,001 - $15,000
04/09/2025Sale
TELTE Connectivity plc Ordinary SharesStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
TCEHYTENCENT HLDGS UNSP/ADRStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
TXNTexas Instruments Incorporated - Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
DSGXThe Descartes Systems Group Inc. - Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
UFPIUFP Industries, Inc. - Common StockStock
Joint$1,001 - $15,000
04/09/2025Partial Sale
UMBFUMB Financial Corporation - Common StockStock
Joint$1,001 - $15,000
12/08/2025Partial Sale
APDAir Products and Chemicals, Inc. Common StockStock
Joint$15,001 - $50,000
12/08/2025Sale
UTZUtz Brands Inc Class A Common StockStock
Joint$1,001 - $15,000
05/08/2025Partial Sale
GOOGAlphabet Inc. - Class C Capital StockStock
Joint$1,001 - $15,000
01/08/2025Partial Sale
LLYEli Lilly and Company Common StockStock
Joint$1,001 - $15,000
04/07/2025Sale
CHXChampionX CorporationStock
Joint$1,001 - $15,000
04/07/2025Purchase
SCHWCharles Schwab CorporationStock
Joint$1,001 - $15,000
03/07/2025Partial Sale
APDAir Products and Chemicals, Inc. Common StockStock
Joint$1,001 - $15,000
03/07/2025Purchase
GILDGilead Sciences, Inc. - Common StockStock
Joint$1,001 - $15,000
03/07/2025Partial Sale
JNJJohnson & Johnson Common StockStock
Joint$1,001 - $15,000
02/07/2025Sale
ABEVAmbev S.A. American Depositary SharesStock
Joint$1,001 - $15,000
02/07/2025Purchase
DSCSYDISCO CORP UNSP /ADRStock
Joint$1,001 - $15,000
02/07/2025Partial Sale
XNGSYEEN ENERGY HLDGS UNSP/ADRStock
Joint$1,001 - $15,000
03/06/2025Partial Sale
ABTAbbott Laboratories Common StockStock
Joint$1,001 - $15,000
03/06/2025Partial Sale
AAPLApple Inc. - Common StockStock
Joint$1,001 - $15,000
03/06/2025Partial Sale
MAMastercard Incorporated Common StockStock
Joint$1,001 - $15,000
02/06/2025Partial Sale
ABEVAmbev S.A. American Depositary SharesStock
Joint$1,001 - $15,000
02/06/2025Purchase
AVGOBroadcom Inc. - Common StockStock
Joint$1,001 - $15,000
02/06/2025Partial Sale
PYPLPayPal Holdings, Inc. - Common StockStock
Joint$1,001 - $15,000
02/06/2025Purchase
TWLOTwilio Inc. Class A Common StockStock
Joint$1,001 - $15,000
12/05/2025Sale
CVLTCommvault Systems, Inc. - Common StockStock
Joint$1,001 - $15,000
12/05/2025Sale
MTHRYM3 INC UNSP/ADRStock
Joint$1,001 - $15,000
12/05/2025Sale
SESea Limited American Depositary Shares, each representing one Class A Ordinary ShareStock
Joint$1,001 - $15,000
12/05/2025Partial Sale
SSMXYSYSMEX CORP UNSP/ASDRStock
Joint$1,001 - $15,000
06/05/2025Partial Sale
TSLATesla, Inc. - Common StockStock
Joint$1,001 - $15,000
04/05/2025Purchase
MMM3M Company Common StockStock
Joint$1,001 - $15,000
03/05/2025Partial Sale
AAPLApple Inc. - Common StockStock
Joint$1,001 - $15,000
03/05/2025Purchase
BKNGBooking Holdings Inc. - Common StockStock
Joint$1,001 - $15,000
03/05/2025Purchase
METAMeta Platforms, Inc. - Class A Common StockStock
Joint$1,001 - $15,000
03/05/2025Purchase
VVisa Inc.Stock
Joint$1,001 - $15,000
02/05/2025Purchase
TSLATesla, Inc. - Common StockStock
Joint$1,001 - $15,000
06/04/2025Sale
CRMSalesforce, Inc. Common StockStock
Joint$1,001 - $15,000
06/04/2025Sale
UNPUnion Pacific Corporation Common StockStock
Joint$1,001 - $15,000
04/04/2025Purchase
BABAAlibaba Group Holding Limited American Depositary Shares each representing eight Ordinary shareStock
Joint$1,001 - $15,000
04/04/2025Purchase
FIFiserv, Inc. Common StockStock
Joint$1,001 - $15,000
04/04/2025Purchase
MSFTMicrosoft Corporation - Common StockOption
Joint$50,001 - $100,000
03/04/2025Purchase
BKNGBooking Holdings Inc. - Common StockStock
Joint$1,001 - $15,000
03/04/2025Partial Sale
TSMTaiwan Semiconductor Manufacturing Company Ltd.Stock
Joint$1,001 - $15,000
02/04/2025Partial Sale
TDGTransdigm Group Incorporated Common StockStock
Joint$1,001 - $15,000
09/03/2025Partial Sale
ISRGIntuitive Surgical, Inc. - Common StockStock
Joint$1,001 - $15,000
06/03/2025Sale
AKAMAkamai Technologies, Inc. - Common StockStock
Joint$1,001 - $15,000
06/03/2025Sale
FISFidelity National Information Services, Inc. Common StockStock
Joint$1,001 - $15,000
06/03/2025Sale
PFEPfizer, Inc. Common StockStock
Joint$1,001 - $15,000
04/03/2025Purchase
ABBVAbbVie Inc. Common StockStock
Joint$1,001 - $15,000
04/03/2025Sale
ITCIIntra-Cellular Therapies Inc.Stock
Joint$1,001 - $15,000
03/03/2025Sale
PYPLPayPal Holdings, Inc. - Common StockStock
Joint$1,001 - $15,000
03/03/2025Purchase
VVisa Inc.Stock
Joint$1,001 - $15,000
02/03/2025Partial Sale
AAPLApple Inc. - Common StockStock
Joint$1,001 - $15,000
02/03/2025Purchase
XYZBlock, Inc. Class A Common Stock,Stock
Joint$1,001 - $15,000
02/03/2025Purchase
SHOPShopify Inc. Class A Subordinate Voting SharesStock
Joint$1,001 - $15,000
02/03/2025Purchase
UNPUnion Pacific Corporation Common StockStock
Joint$1,001 - $15,000
02/03/2025Purchase
WMTWalmart Inc. Common StockStock
Joint$1,001 - $15,000
07/02/2025Sale
SWTXSpringWorks Therapeutics, Inc. - common stockStock
Joint$1,001 - $15,000
08/01/2025Partial Sale
VVisa Inc.Stock
Joint$1,001 - $15,000
05/01/2025Purchase
LLYEli Lilly and Company Common StockStock
Joint$1,001 - $15,000
04/01/2025Purchase
ABBVAbbVie Inc. Common StockStock
Joint$1,001 - $15,000
04/01/2025Partial Sale
BRK.BBerkshire Hathaway Inc. New Common StockStock
Joint$1,001 - $15,000
04/01/2025Partial Sale
BLKBlackRock, Inc. Common StockStock
Joint$1,001 - $15,000
10/31/2024Partial Sale
APPFAppFolio, Inc. - Class A Common StockStock
Joint$1,001 - $15,000
10/31/2024Purchase
GTESGates Industrial Corporation plc Ordinary SharesStock
Joint$1,001 - $15,000
10/31/2024Partial Sale
ICUIICU Medical, Inc. - Common StockStock
Joint$1,001 - $15,000
10/31/2024Partial Sale
ITTITT Inc. Common StockStock
Joint$1,001 - $15,000
10/31/2024Partial Sale
SFStifel Financial Corporation Common StockStock
Joint$1,001 - $15,000
10/31/2024Purchase
TCBITexas Capital Bancshares, Inc. - Common StockStock
Joint$1,001 - $15,000
07/31/2024Partial Sale
AMDAdvanced Micro Devices, Inc.Stock
Joint$1,001 - $15,000
07/31/2024Purchase
ABEVAmbev S.A. American Depositary SharesStock
Joint$1,001 - $15,000
07/31/2024Purchase
DHID.R. Horton, Inc. Common StockStock
Joint$1,001 - $15,000
07/31/2024Purchase
MAMastercard Incorporated Common StockStock
Joint$1,001 - $15,000
07/31/2024Purchase
TLKPT Telekomunikasi Indonesia, TbkStock
Spouse$1,001 - $15,000
12/30/2024Purchase
SQBlock, Inc. Class A Common Stock,Stock
Joint$1,001 - $15,000
12/30/2024Purchase
GSGoldman Sachs Group, Inc.Stock
Joint$1,001 - $15,000
08/30/2024Partial Sale
APDAir Products and Chemicals, Inc. Common StockStock
Joint$1,001 - $15,000
08/30/2024Purchase
BRK.BBerkshire Hathaway Inc. New Common StockStock
Joint$1,001 - $15,000
08/30/2024Partial Sale
BNTXBioNTech SE - American Depositary SharesStock
Joint$1,001 - $15,000
08/30/2024Partial Sale
ETNEaton Corporation, PLC Ordinary SharesStock
Joint$1,001 - $15,000
08/30/2024Partial Sale
LOWLowe's Companies, Inc. Common StockStock
Joint$1,001 - $15,000
08/30/2024Partial Sale
NSCNorfolk Southern Corporation Common StockStock
Joint$1,001 - $15,000
08/30/2024Partial Sale
SNPSSynopsys, Inc. - Common StockStock
Joint$1,001 - $15,000
08/30/2024Partial Sale
TXNTexas Instruments Incorporated - Common StockStock
Joint$1,001 - $15,000
05/30/2024Partial Sale
CRMSalesforce, Inc. Common StockStock
Joint$1,001 - $15,000
04/30/2024Purchase
TCEHYTENCENT HLDGS UNSP/ADRStock
Joint$1,001 - $15,000
11/29/2024Partial Sale
REGNRegeneron Pharmaceuticals, Inc. - Common StockStock
Joint$1,001 - $15,000
10/29/2024Purchase
TTNDYTECHTRONIC INDUS LTD ADRStock
Joint$1,001 - $15,000
07/29/2024Purchase
ABTAbbott Laboratories Common StockStock
Joint$1,001 - $15,000
07/29/2024Partial Sale
ANETArista Networks, Inc. Common StockStock
Joint$1,001 - $15,000
07/29/2024Partial Sale
TSLATesla, Inc. - Common StockStock
Joint$1,001 - $15,000
05/29/2024Sale
AMSFAMERISAFE, Inc. - Common StockStock
Joint$1,001 - $15,000
05/29/2024Purchase
BWINThe Baldwin Insurance Group, Inc. - Class A Common StockStock
Joint$1,001 - $15,000
04/29/2024Partial Sale
ADBEAdobe Inc. - Common StockStock
Joint$1,001 - $15,000
04/29/2024Purchase
GOOGAlphabet Inc. - Class C Capital StockStock
Joint$1,001 - $15,000
04/29/2024Sale
CTSHCognizant Technology Solutions Corporation - Class A Common StockStock
Joint$1,001 - $15,000
04/29/2024Purchase
FICOFair Isaac Corproation Common StockStock
Joint$1,001 - $15,000
04/29/2024Purchase
FCXFreeport-McMoRan, Inc. Common StockStock
Joint$1,001 - $15,000
04/29/2024Partial Sale
SHOPShopify Inc. Class A Subordinate Voting SharesStock
Joint$1,001 - $15,000
04/29/2024Purchase
TSLATesla, Inc. - Common StockStock
Joint$1,001 - $15,000
04/29/2024Purchase
VRTVertiv Holdings, LLC Class A Common StockStock
Joint$1,001 - $15,000
04/29/2024Sale
WDAYWorkday, Inc. - Class A Common StockStock
Joint$1,001 - $15,000
02/29/2024Sale
FCXFreeport-McMoRan, Inc. Common StockStock
Joint$1,001 - $15,000
01/29/2024Sale
ALNYAlnylam Pharmaceuticals, Inc. - Common StockStock
Joint$1,001 - $15,000
01/29/2024Purchase
ISRGIntuitive Surgical, Inc. - Common StockStock
Joint$1,001 - $15,000
10/28/2024Purchase
DSCSYDISCO CORP UNSP /ADRStock
Joint$1,001 - $15,000
10/28/2024Purchase
TTNDYTECHTRONIC INDUS LTD ADRStock
Joint$1,001 - $15,000
08/28/2024Partial Sale
TSLATesla, Inc. - Common StockStock
Joint$1,001 - $15,000
06/28/2024Purchase
AAPLApple Inc. - Common StockStock
Joint$1,001 - $15,000
06/28/2024Purchase
AVGOBroadcom Inc. - Common StockStock
Joint$1,001 - $15,000
06/28/2024Sale
DEDeere & Company Common StockStock
Joint$1,001 - $15,000
06/28/2024Partial Sale
LOWLowe's Companies, Inc. Common StockStock
Joint$1,001 - $15,000
06/28/2024Partial Sale
MARMarriott International - Class A Common StockStock
Joint$1,001 - $15,000
06/28/2024Purchase
MSFTMicrosoft Corporation - Common StockStock
Joint$1,001 - $15,000
06/28/2024Purchase
NVDANVIDIA Corporation - Common StockStock
Joint$1,001 - $15,000
05/28/2024Partial Sale
INSMInsmed Incorporated - Common StockStock
Joint$1,001 - $15,000
12/27/2024Partial Sale
ABEVAmbev S.A. American Depositary SharesStock
Joint$1,001 - $15,000
12/27/2024Sale
CDRECadre Holdings, Inc. Common StockStock
Joint$1,001 - $15,000
12/27/2024Sale
CLPBYCOLOPLAST AS SP/ADRStock
Joint$1,001 - $15,000
12/27/2024Sale
GBOOYGrupo Financiero Banorte, S.A.B. De C.V Sponsored ADRStock
Joint$1,001 - $15,000
11/27/2024Partial Sale
NFLXNetflix, Inc. - Common StockStock
Joint$1,001 - $15,000
11/27/2024Purchase
TSLATesla, Inc. - Common StockStock
Joint$1,001 - $15,000
11/27/2024Partial Sale
VRTVertiv Holdings, LLC Class A Common StockStock
Joint$1,001 - $15,000
09/27/2024Partial Sale
APHAmphenol Corporation Common StockStock
Joint$1,001 - $15,000
09/27/2024Partial Sale
TTTrane Technologies plcStock
Joint$1,001 - $15,000
06/27/2024Purchase
AEISAdvanced Energy Industries, Inc. - Common StockStock
Joint$1,001 - $15,000
06/27/2024Partial Sale
PRIMPrimoris Services CorporationStock
Joint$1,001 - $15,000
06/27/2024Partial Sale
SPXCSPX Technologies, Inc. Common StockStock
Joint$1,001 - $15,000
06/27/2024Purchase
STRLSterling Infrastructure, Inc. - Common StockStock
Joint$1,001 - $15,000
11/26/2024Purchase
DDominion Energy, Inc. Common StockStock
Joint$1,001 - $15,000
11/26/2024Purchase
JNJJohnson & Johnson Common StockStock
Joint$1,001 - $15,000
11/26/2024Purchase
TSLATesla, Inc. - Common StockStock
Joint$1,001 - $15,000
09/26/2024Purchase
PYPLPayPal Holdings, Inc. - Common StockStock
Joint$1,001 - $15,000
07/26/2024Purchase
MMM3M Company Common StockStock
Joint$1,001 - $15,000
07/26/2024Sale
HTLDHeartland Express, Inc. - Common StockStock
Joint$1,001 - $15,000
07/26/2024Partial Sale
MEDPMedpace Holdings, Inc. - Common StockStock
Joint$1,001 - $15,000
07/26/2024Purchase
SNDRSchneider National, Inc. Common StockStock
Joint$1,001 - $15,000
06/26/2024Partial Sale
ABNBAirbnb, Inc. - Class A Common StockStock
Joint$1,001 - $15,000
06/26/2024Partial Sale
CRMSalesforce, Inc. Common StockStock
Joint$1,001 - $15,000
06/26/2024Purchase
TELTE Connectivity Ltd. New Switzerland Registered SharesStock
Joint$1,001 - $15,000
04/26/2024Purchase
GOOGAlphabet Inc. - Class C Capital StockStock
Joint$1,001 - $15,000
03/26/2024Purchase
XNGSYEEN ENERGY HLDGS UNSP/ADRStock
Joint$1,001 - $15,000
02/26/2024Purchase
LRLCYL'Oreal Co. American Depositary SharesStock
Joint$1,001 - $15,000
11/25/2024Partial Sale
ETNEaton Corporation, PLC Ordinary SharesStock
Joint$1,001 - $15,000
10/25/2024Sale
ALGAlamo Group, Inc. Common StockStock
Joint$1,001 - $15,000
10/25/2024Purchase
DSCSYDISCO CORP UNSP /ADRStock
Joint$1,001 - $15,000
10/25/2024Purchase
EPACEnerpac Tool Group Corp. Common StockStock
Joint$1,001 - $15,000
09/25/2024Partial Sale
ALGAlamo Group, Inc. Common StockStock
Joint$1,001 - $15,000
09/25/2024Partial Sale
BOOTBoot Barn Holdings, Inc. Common StockStock
Joint$1,001 - $15,000
09/25/2024Partial Sale
CNSCohen & Steers Inc Common StockStock
Joint$1,001 - $15,000
09/25/2024Purchase
CRNXCrinetics Pharmaceuticals, Inc. - Common StockStock
Joint$1,001 - $15,000
09/25/2024Partial Sale
ICFIICF International, Inc. - Common StockStock
Joint$1,001 - $15,000
09/25/2024Partial Sale
METAMeta Platforms, Inc. - Class A Common StockStock
Joint$1,001 - $15,000
06/25/2024Purchase
ISRGIntuitive Surgical, Inc. - Common StockStock
Joint$1,001 - $15,000
06/25/2024Purchase
TELTE Connectivity Ltd. New Switzerland Registered SharesStock
Joint$1,001 - $15,000
06/25/2024Sale
VZVerizon Communications Inc. Common StockStock
Joint$1,001 - $15,000
04/25/2024Purchase
HLMNHillman Solutions Corp. - Common StockStock
Joint$1,001 - $15,000
04/25/2024Sale
TEXTerex Corporation Common StockStock
Joint$1,001 - $15,000
01/25/2024Partial Sale
APHAmphenol Corporation Common StockStock
Joint$1,001 - $15,000
01/25/2024Purchase
LRCXLam Research Corporation - Common StockStock
Joint$1,001 - $15,000
01/25/2024Sale
ONON Semiconductor Corporation - Common StockStock
Joint$1,001 - $15,000
01/25/2024Purchase
NOWServiceNow, Inc. Common StockStock
Joint$1,001 - $15,000
01/25/2024Partial Sale
TSLATesla, Inc. - Common StockStock
Joint$1,001 - $15,000
10/24/2024Purchase
BXBlackstone Inc. Common StockStock
Joint$1,001 - $15,000
10/24/2024Purchase
PYPLPayPal Holdings, Inc. - Common StockStock
Joint$1,001 - $15,000
10/24/2024Partial Sale
TSMTaiwan Semiconductor Manufacturing Company Ltd.Stock
Joint$1,001 - $15,000
09/24/2024Sale
FCXFreeport-McMoRan, Inc. Common StockStock
Joint$1,001 - $15,000
09/24/2024Purchase
HDBHDFC Bank Limited Common StockStock
Joint$1,001 - $15,000
09/24/2024Partial Sale
SNPSSynopsys, Inc. - Common StockStock
Joint$1,001 - $15,000
07/24/2024Sale
SQBlock, Inc. Class A Common Stock,Stock
Joint$1,001 - $15,000
07/24/2024Partial Sale
TSLATesla, Inc. - Common StockStock
Joint$1,001 - $15,000
04/24/2024Purchase
TSLATesla, Inc. - Common StockStock
Joint$1,001 - $15,000
04/24/2024Partial Sale
UBERUber Technologies, Inc. Common StockStock
Joint$1,001 - $15,000
01/24/2024Purchase
AMDAdvanced Micro Devices, Inc.Stock
Joint$1,001 - $15,000
01/24/2024Purchase
AGIOAgios Pharmaceuticals, Inc. - Common StockStock
Joint$1,001 - $15,000
01/24/2024Purchase
ABGAsbury Automotive Group Inc Common StockStock
Joint$1,001 - $15,000
01/24/2024Purchase
CHRDChord Energy Corporation - Common StockStock
Joint$1,001 - $15,000
01/24/2024Sale
LADLithia Motors, Inc. Common StockStock
Joint$1,001 - $15,000
01/24/2024Partial Sale
LOWLowe's Companies, Inc. Common StockStock
Joint$1,001 - $15,000
01/24/2024Partial Sale
MEDPMedpace Holdings, Inc. - Common StockStock
Joint$1,001 - $15,000
01/24/2024Purchase
TPHTri Pointe Homes, Inc. Common StockStock
Joint$1,001 - $15,000
12/23/2024Partial Sale
ISRGIntuitive Surgical, Inc. - Common StockStock
Joint$1,001 - $15,000
12/23/2024Partial Sale
TTTrane Technologies plcStock
Joint$1,001 - $15,000
10/23/2024Partial Sale
REGNRegeneron Pharmaceuticals, Inc. - Common StockStock
Joint$1,001 - $15,000
09/23/2024Partial Sale
ASMLASML Holding N.V. - New York Registry SharesStock
Joint$1,001 - $15,000
09/23/2024Purchase
HDBHDFC Bank Limited Common StockStock
Joint$1,001 - $15,000
09/23/2024Partial Sale
IBNICICI Bank Limited Common StockStock
Joint$1,001 - $15,000
09/23/2024Purchase
IBMInternational Business Machines Corporation Common StockStock
Joint$1,001 - $15,000
09/23/2024Partial Sale
LRCXLam Research Corporation - Common StockStock
Joint$1,001 - $15,000
09/23/2024Purchase
NOWServiceNow, Inc. Common StockStock
Joint$1,001 - $15,000
09/23/2024Partial Sale
TSMTaiwan Semiconductor Manufacturing Company Ltd.Stock
Joint$1,001 - $15,000
07/23/2024Purchase
RHHBYROCHE HOLDING LTD S/ADRStock
Joint$1,001 - $15,000
05/23/2024Partial Sale
METAMeta Platforms, Inc. - Class A Common StockStock
Joint$1,001 - $15,000
11/22/2024Partial Sale
COPConocoPhillips Common StockStock
Joint$1,001 - $15,000
11/22/2024Purchase
JNJJohnson & Johnson Common StockStock
Joint$1,001 - $15,000
10/22/2024Partial Sale
LRCXLam Research Corporation - Common StockStock
Joint$1,001 - $15,000
07/22/2024Purchase
ISRGIntuitive Surgical, Inc. - Common StockStock
Joint$1,001 - $15,000
07/22/2024Sale
CRMSalesforce, Inc. Common StockStock
Joint$1,001 - $15,000
05/22/2024Purchase
NTDOYNintendo Co Ltd ADRStock
Joint$1,001 - $15,000
05/22/2024Purchase
UMBFUMB Financial Corporation - Common StockStock
Joint$1,001 - $15,000
03/22/2024Partial Sale
AAPLApple Inc. - Common StockStock
Joint$1,001 - $15,000
02/22/2024Purchase
AMDAdvanced Micro Devices, Inc.Stock
Joint$1,001 - $15,000
06/21/2024Partial Sale
AAGIYAIA GROUP LTD S/ADRStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
APDAir Products and Chemicals, Inc. Common StockStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
ALCAlcon Inc. Ordinary SharesStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
ALFVYALFA-LAVAL AB UNSP/ADRStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
ALIZYALLIANZ SE UNSP/ADRStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
APPFAppFolio, Inc. - Class A Common StockStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
AAPLApple Inc. - Common StockStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
ASAZYAssa Abloy AB Unsponsored ADRStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
ATLKYATLAS COPCO AB A S/ADRStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
BBVABanco Bilbao Vizcaya Argentaria S.A. Common StockStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
BRK.BBerkshire Hathaway Inc. New Common StockStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
BHPBHP Group Limited American Depositary SharesStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
BLKBlackRock, Inc. Common StockStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
CENTACentral Garden & Pet Company - Class A Common Stock NonvotingStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
SCHWCharles Schwab CorporationStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
CVXChevron Corporation Common StockStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
CHGCYCHUGAI PHARM UNSP/ADRStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
CINFCincinnati Financial Corporation - Common StockStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
CSCOCisco Systems, Inc. - Common StockStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
CCICrown Castle Inc. Common StockStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
DBSDYDBS GROUP HLDGS LTD S/ADRStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
DDominion Energy, Inc. Common StockStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
XNGSYEEN ENERGY HLDGS UNSP/ADRStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
EPOKYEPIROC AKTIEBOLAG U/ADRStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
FASTFastenal Company - Common StockStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
FISFidelity National Information Services, Inc. Common StockStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
FMXFomento Economico Mexicano S.A.B. de C.V. Common StockStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
HSHCYHAIER SMART HOME U/ADRStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
HLNHaleon plc American Depositary SharesStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
HDBHDFC Bank Limited Common StockStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
HQYHealthEquity, Inc. - Common StockStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
IBNICICI Bank Limited Common StockStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
IFNNYInfineon Technologies AGStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
INSMInsmed Incorporated - Common StockStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
ITCIIntra-Cellular Therapies Inc.Stock
Joint$1,001 - $15,000
06/21/2024Partial Sale
ITTITT Inc. Common StockStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
JNJJohnson & Johnson Common StockStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
AIQUYL'Air Liquide Ord American Depositary SharesStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
LINLinde plc - Ordinary SharesStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
LRLCYL'Oreal Co. American Depositary SharesStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
LOWLowe's Companies, Inc. Common StockStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
MTSIMACOM Technology Solutions Holdings, Inc. - Common StockStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
MFCManulife Financial Corporation Common StockStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
MTDRMatador Resources Company Common StockStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
MEDPMedpace Holdings, Inc. - Common StockStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
MELIMercadoLibre, Inc. - Common StockStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
MRKMerck & Company, Inc. Common StockStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
MSFTMicrosoft Corporation - Common StockStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
MTXMinerals Technologies Inc. Common StockStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
NSRGYNESTLE S.A S/ADRStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
NTDOYNintendo Co Ltd ADRStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
NSCNorfolk Southern Corporation Common StockStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
PAYXPaychex, Inc. - Common StockStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
PRIMPrimoris Services CorporationStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
PGRProgressive CorporationStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
RIORio Tinto Plc Common StockStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
RHHBYROCHE HOLDING LTD S/ADRStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
RHPRyman Hospitality Properties, Inc.Stock
Joint$1,001 - $15,000
06/21/2024Partial Sale
SAPSAP SE ADSStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
SBGSYSCHNEIDER ELEC UNSP/ADRStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
SHELShell PLC American Depositary SharesStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
SKYSkyline Champion Corporation Common StockStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
SONVYSONOVA HLDNG AG UNSP/ADRStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
SPXCSPX Technologies, Inc. Common StockStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
SFStifel Financial Corporation Common StockStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
SYIEYSYMRISE AG UNSP/ADRStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
TSMTaiwan Semiconductor Manufacturing Company Ltd.Stock
Joint$1,001 - $15,000
06/21/2024Partial Sale
TCEHYTENCENT HLDGS UNSP/ADRStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
TXNTexas Instruments Incorporated - Common StockStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
TXRHTexas Roadhouse, Inc. - Common StockStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
DSGXThe Descartes Systems Group Inc. - Common StockStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
UPSUnited Parcel Service, Inc. Common StockStock
Joint$1,001 - $15,000
06/21/2024Partial Sale
VZVerizon Communications Inc. Common StockStock
Joint$1,001 - $15,000
03/21/2024Purchase
SQBlock, Inc. Class A Common Stock,Stock
Joint$1,001 - $15,000
02/21/2024Partial Sale
PANWPalo Alto Networks, Inc.Stock
Joint$1,001 - $15,000
12/20/2024Sale
MSFTMicrosoft Corporation - Common StockOption
Joint$1,000,001 - $5,000,000
12/20/2024Sale
MSFTMicrosoft Corporation - Common StockOption
Joint$1,000,001 - $5,000,000
12/20/2024Sale
MSFTMicrosoft Corporation - Common StockOption
Joint$1,000,001 - $5,000,000
12/20/2024Sale
MSFTMicrosoft Corporation - Common StockOption
Joint$1,000,001 - $5,000,000
12/20/2024Purchase
MSFTMicrosoft Corporation - Common StockOption
Joint$1,000,001 - $5,000,000
12/20/2024Purchase
MSFTMicrosoft Corporation - Common StockOption
Joint$1,000,001 - $5,000,000
12/20/2024Purchase
MSFTMicrosoft Corporation - Common StockOption
Joint$1,000,001 - $5,000,000
12/20/2024Purchase
MSFTMicrosoft Corporation - Common StockOption
Joint$1,000,001 - $5,000,000
12/20/2024Purchase
WMTWalmart Inc. Common StockStock
Joint$1,001 - $15,000
11/20/2024Purchase
NTRANatera, Inc. - Common StockStock
Joint$1,001 - $15,000
11/20/2024Purchase
TSLATesla, Inc. - Common StockStock
Joint$1,001 - $15,000
09/20/2024Purchase
BXBlackstone Inc. Common StockStock
Joint$1,001 - $15,000
09/20/2024Purchase
HDBHDFC Bank Limited Common StockStock
Joint$1,001 - $15,000
09/20/2024Sale
IBNICICI Bank Limited Common StockStock
Joint$1,001 - $15,000
05/20/2024Sale
ALGNAlign Technology, Inc. - Common StockStock
Joint$1,001 - $15,000
05/20/2024Partial Sale
BXBlackstone Inc. Common StockStock
Joint$1,001 - $15,000
05/20/2024Purchase
BKNGBooking Holdings Inc. - Common StockStock
Joint$1,001 - $15,000
05/20/2024Purchase
HLNHaleon plc American Depositary SharesStock
Joint$1,001 - $15,000
05/20/2024Sale
MNSTMonster Beverage Corporation - Common StockStock
Joint$1,001 - $15,000
12/19/2024Purchase
AAPLApple Inc. - Common StockStock
Joint$1,001 - $15,000
12/19/2024Partial Sale
NVDANVIDIA Corporation - Common StockStock
Joint$1,001 - $15,000
12/19/2024Purchase
WMTWalmart Inc. Common StockStock
Joint$1,001 - $15,000
11/19/2024Partial Sale
LLYEli Lilly and Company Common StockStock
Joint$1,001 - $15,000
11/19/2024Sale
FOXFFox Factory Holding Corp. - Common StockStock
Joint$1,001 - $15,000
11/19/2024Purchase
KKRKKR & Co. Inc. Common StockStock
Joint$1,001 - $15,000
11/19/2024Sale
MSFTMicrosoft Corporation - Common StockOption
Joint$1,000,001 - $5,000,000
11/19/2024Sale
MSFTMicrosoft Corporation - Common StockOption
Joint$1,000,001 - $5,000,000
11/19/2024Sale
MSFTMicrosoft Corporation - Common StockOption
Joint$1,000,001 - $5,000,000
11/19/2024Purchase
MSFTMicrosoft Corporation - Common StockOption
Joint$1,000,001 - $5,000,000
11/19/2024Purchase
MSFTMicrosoft Corporation - Common StockOption
Joint$1,000,001 - $5,000,000
11/19/2024Purchase
MSFTMicrosoft Corporation - Common StockOption
Joint$1,000,001 - $5,000,000
11/19/2024Partial Sale
REGNRegeneron Pharmaceuticals, Inc. - Common StockStock
Joint$1,001 - $15,000
08/19/2024Purchase
ABTAbbott Laboratories Common StockStock
Joint$1,001 - $15,000
07/19/2024Purchase
AMDAdvanced Micro Devices, Inc.Stock
Joint$1,001 - $15,000
07/19/2024Purchase
ABEVAmbev S.A. American Depositary SharesStock
Joint$1,001 - $15,000
07/19/2024Purchase
ATRCAtriCure, Inc. - Common StockStock
Joint$1,001 - $15,000
07/19/2024Purchase
SQBlock, Inc. Class A Common Stock,Stock
Joint$1,001 - $15,000
07/19/2024Purchase
DHID.R. Horton, Inc. Common StockStock
Joint$1,001 - $15,000
07/19/2024Purchase
FLYWFlywire Corporation - Voting Common StockStock
Joint$1,001 - $15,000
07/19/2024Purchase
FCXFreeport-McMoRan, Inc. Common StockStock
Joint$1,001 - $15,000
07/19/2024Purchase
GMABGenmab A/S - American Depositary SharesStock
Joint$1,001 - $15,000
07/19/2024Purchase
NOCNorthrop Grumman Corporation Common StockStock
Joint$1,001 - $15,000
07/19/2024Purchase
PPBIPacific Premier Bancorp Inc - Common StockStock
Joint$1,001 - $15,000
07/19/2024Purchase
FNAParagon 28, Inc. Common StockStock
Joint$1,001 - $15,000
07/19/2024Purchase
TLKPT Telekomunikasi Indonesia, TbkStock
Joint$1,001 - $15,000
07/19/2024Purchase
SGIOYShionogi & Co Ltd Unsponsored ADRStock
Joint$1,001 - $15,000
07/19/2024Purchase
SHLSShoals Technologies Group, Inc. - Class A Common StockStock
Joint$1,001 - $15,000
07/19/2024Purchase
SONYSony Group Corporation American Depositary SharesStock
Joint$1,001 - $15,000
07/19/2024Purchase
SWTXSpringWorks Therapeutics, Inc. - common stockStock
Joint$1,001 - $15,000
07/19/2024Purchase
VIAVViavi Solutions Inc. - Common StockStock
Joint$1,001 - $15,000
12/18/2024Partial Sale
LLYEli Lilly and Company Common StockStock
Joint$1,001 - $15,000
12/18/2024Partial Sale
ORCLOracle Corporation Common StockStock
Joint$1,001 - $15,000
12/18/2024Partial Sale
UBERUber Technologies, Inc. Common StockStock
Joint$1,001 - $15,000
12/18/2024Purchase
WMTWalmart Inc. Common StockStock
Joint$1,001 - $15,000
10/18/2024Partial Sale
NFLXNetflix, Inc. - Common StockStock
Joint$1,001 - $15,000
09/18/2024Purchase
MAMastercard Incorporated Common StockStock
Joint$1,001 - $15,000
07/18/2024Purchase
MAMastercard Incorporated Common StockStock
Joint$1,001 - $15,000
06/18/2024Partial Sale
AMDAdvanced Micro Devices, Inc.Stock
Joint$1,001 - $15,000
06/18/2024Sale
ALGTAllegiant Travel Company - Common StockStock
Joint$1,001 - $15,000
06/18/2024Partial Sale
ABEVAmbev S.A. American Depositary SharesStock
Joint$1,001 - $15,000
06/18/2024Sale
ATRCAtriCure, Inc. - Common StockStock
Joint$1,001 - $15,000
06/18/2024Sale
SQBlock, Inc. Class A Common Stock,Stock
Joint$1,001 - $15,000
06/18/2024Partial Sale
DHID.R. Horton, Inc. Common StockStock
Joint$1,001 - $15,000
06/18/2024Partial Sale
DASTYDASSAULT SYSTEMES SA ADRStock
Joint$1,001 - $15,000
06/18/2024Partial Sale
DEODiageo plc Common StockStock
Joint$1,001 - $15,000
06/18/2024Sale
DAVAEndava plc American Depositary SharesStock
Joint$1,001 - $15,000
06/18/2024Sale
FLYWFlywire Corporation - Voting Common StockStock
Joint$1,001 - $15,000
06/18/2024Sale
FCXFreeport-McMoRan, Inc. Common StockStock
Joint$1,001 - $15,000
06/18/2024Sale
GMABGenmab A/S - American Depositary SharesStock
Joint$1,001 - $15,000
06/18/2024Partial Sale
IARTIntegra LifeSciences Holdings Corporation - Common StockStock
Joint$1,001 - $15,000
06/18/2024Partial Sale
NOCNorthrop Grumman Corporation Common StockStock
Joint$1,001 - $15,000
06/18/2024Partial Sale
PPBIPacific Premier Bancorp Inc - Common StockStock
Joint$1,001 - $15,000
06/18/2024Sale
SGIOYShionogi & Co Ltd Unsponsored ADRStock
Joint$1,001 - $15,000
06/18/2024Sale
SHLSShoals Technologies Group, Inc. - Class A Common StockStock
Joint$1,001 - $15,000
06/18/2024Sale
SONYSony Group Corporation American Depositary SharesStock
Joint$1,001 - $15,000
06/18/2024Sale
SWTXSpringWorks Therapeutics, Inc. - common stockStock
Joint$1,001 - $15,000
06/18/2024Partial Sale
SBUXStarbucks Corporation - Common StockStock
Joint$1,001 - $15,000
06/18/2024Partial Sale
VIAVViavi Solutions Inc. - Common StockStock
Joint$1,001 - $15,000
06/18/2024Partial Sale
XPXP Inc. - Class A Common StockStock
Joint$1,001 - $15,000
03/18/2024Purchase
AMDAdvanced Micro Devices, Inc.Stock
Joint$1,001 - $15,000
03/18/2024Purchase
ICEIntercontinental Exchange Inc. Common StockStock
Joint$1,001 - $15,000
01/18/2024Purchase
APDAir Products and Chemicals, Inc. Common StockStock
Joint$1,001 - $15,000
01/18/2024Partial Sale
AAPLApple Inc. - Common StockStock
Joint$1,001 - $15,000
01/18/2024Partial Sale
MSFTMicrosoft Corporation - Common StockStock
Joint$1,001 - $15,000
01/18/2024Purchase
TSMTaiwan Semiconductor Manufacturing Company Ltd.Stock
Joint$1,001 - $15,000
10/17/2024Purchase
ALGMAllegro MicroSystems, Inc. - Common StockStock
Joint$1,001 - $15,000
10/17/2024Purchase
GOOGAlphabet Inc. - Class C Capital StockStock
Joint$1,001 - $15,000
10/17/2024Purchase
BRK.BBerkshire Hathaway Inc. New Common StockStock
Joint$1,001 - $15,000
10/17/2024Partial Sale
BKNGBooking Holdings Inc. - Common StockStock
Joint$1,001 - $15,000
10/17/2024Purchase
CHRDChord Energy Corporation - Common StockStock
Joint$1,001 - $15,000
10/17/2024Purchase
XNGSYEEN ENERGY HLDGS UNSP/ADRStock
Joint$1,001 - $15,000
10/17/2024Partial Sale
KKRKKR & Co. Inc. Common StockStock
Joint$1,001 - $15,000
10/17/2024Partial Sale
LRCXLam Research Corporation - Common StockStock
Joint$1,001 - $15,000
10/17/2024Partial Sale
METAMeta Platforms, Inc. - Class A Common StockStock
Joint$1,001 - $15,000
10/17/2024Sale
MDBMongoDB, Inc. - Class A Common StockStock
Joint$1,001 - $15,000
10/17/2024Partial Sale
NVDANVIDIA Corporation - Common StockStock
Joint$1,001 - $15,000
10/17/2024Purchase
PPBIPacific Premier Bancorp Inc - Common StockStock
Joint$1,001 - $15,000
10/17/2024Partial Sale
TDGTransdigm Group Incorporated Common StockStock
Joint$1,001 - $15,000
10/17/2024Purchase
USPHU.S. Physical Therapy, Inc. Common StockStock
Joint$1,001 - $15,000
10/17/2024Purchase
VRTVertiv Holdings, LLC Class A Common StockStock
Joint$1,001 - $15,000
09/17/2024Purchase
IBMInternational Business Machines Corporation Common StockStock
Joint$1,001 - $15,000
05/17/2024Purchase
CLPBYCOLOPLAST AS SP/ADRStock
Joint$1,001 - $15,000
04/17/2024Purchase
ZTOZTO ExpressStock
Joint$1,001 - $15,000
12/16/2024Sale
BABAAlibaba Group Holding Limited American Depositary Shares each representing eight Ordinary shareStock
Joint$1,001 - $15,000
12/16/2024Sale
KOCoca-Cola CompanyStock
Joint$1,001 - $15,000
12/16/2024Partial Sale
DHID.R. Horton, Inc. Common StockStock
Joint$1,001 - $15,000
12/16/2024Partial Sale
DDominion Energy, Inc. Common StockStock
Joint$1,001 - $15,000
12/16/2024Partial Sale
LLYEli Lilly and Company Common StockStock
Joint$1,001 - $15,000
12/16/2024Sale
GMABGenmab A/S - American Depositary SharesStock
Joint$1,001 - $15,000
12/16/2024Partial Sale
NSRGYNESTLE S.A S/ADRStock
Joint$1,001 - $15,000
12/16/2024Sale
TLKPT Telekomunikasi Indonesia, TbkStock
Joint$1,001 - $15,000
12/16/2024Partial Sale
SHELShell PLC American Depositary SharesStock
Joint$1,001 - $15,000
12/16/2024Sale
UNICYUNICHARM CORP S/ADRStock
Joint$1,001 - $15,000
10/16/2024Purchase
BABAAlibaba Group Holding Limited American Depositary Shares each representing eight Ordinary shareStock
Joint$1,001 - $15,000
10/16/2024Partial Sale
LLYEli Lilly and Company Common StockStock
Joint$1,001 - $15,000
09/16/2024Sale
ALGMAllegro MicroSystems, Inc. - Common StockStock
Joint$1,001 - $15,000
09/16/2024Partial Sale
GOOGAlphabet Inc. - Class C Capital StockStock
Joint$1,001 - $15,000
09/16/2024Sale
CELHCelsius Holdings, Inc.Stock
Joint$1,001 - $15,000
09/16/2024Sale
CHRDChord Energy Corporation - Common StockStock
Joint$1,001 - $15,000
09/16/2024Partial Sale
ETNEaton Corporation, PLC Ordinary SharesStock
Joint$1,001 - $15,000
09/16/2024Sale
XNGSYEEN ENERGY HLDGS UNSP/ADRStock
Joint$1,001 - $15,000
09/16/2024Partial Sale
PPBIPacific Premier Bancorp Inc - Common StockStock
Joint$1,001 - $15,000
09/16/2024Sale
USPHU.S. Physical Therapy, Inc. Common StockStock
Joint$1,001 - $15,000
09/16/2024Partial Sale
VRTVertiv Holdings, LLC Class A Common StockStock
Joint$1,001 - $15,000
07/16/2024Purchase
LZBLa-Z-Boy Incorporated Common StockStock
Joint$1,001 - $15,000
04/16/2024Purchase
ZTOZTO ExpressStock
Joint$1,001 - $15,000
11/15/2024Purchase
MELIMercadoLibre, Inc. - Common StockStock
Joint$1,001 - $15,000
10/15/2024Purchase
MFCManulife Financial Corporation Common StockStock
Joint$1,001 - $15,000
05/15/2024Sale
RPDRapid7, Inc. - Common StockStock
Joint$1,001 - $15,000
04/15/2024Purchase
ADCAgree Realty Corporation Common StockStock
Joint$1,001 - $15,000
04/15/2024Purchase
BNTXBioNTech SE - American Depositary SharesStock
Joint$1,001 - $15,000
04/15/2024Purchase
DAVAEndava plc American Depositary SharesStock
Joint$1,001 - $15,000
04/15/2024Purchase
FOXFFox Factory Holding Corp. - Common StockStock
Joint$1,001 - $15,000
04/15/2024Purchase
INTAIntapp, Inc. - Common StockStock
Joint$1,001 - $15,000
04/15/2024Purchase
OCFCOceanFirst Financial Corp. - Common StockStock
Joint$1,001 - $15,000
04/15/2024Purchase
SHLSShoals Technologies Group, Inc. - Class A Common StockStock
Joint$1,001 - $15,000
03/15/2024Partial Sale
ADBEAdobe Inc. - Common StockStock
Joint$1,001 - $15,000
03/15/2024Purchase
AMDAdvanced Micro Devices, Inc.Stock
Joint$1,001 - $15,000
03/15/2024Partial Sale
AAPLApple Inc. - Common StockStock
Joint$1,001 - $15,000
03/15/2024Partial Sale
MELIMercadoLibre, Inc. - Common StockStock
Joint$1,001 - $15,000
03/15/2024Partial Sale
TSLATesla, Inc. - Common StockStock
Joint$1,001 - $15,000
11/14/2024Partial Sale
LLYEli Lilly and Company Common StockStock
Joint$1,001 - $15,000
11/14/2024Partial Sale
MSFTMicrosoft Corporation - Common StockStock
Joint$1,001 - $15,000
11/14/2024Purchase
CRMSalesforce, Inc. Common StockStock
Joint$1,001 - $15,000
11/14/2024Purchase
TSLATesla, Inc. - Common StockStock
Joint$1,001 - $15,000
10/14/2024Partial Sale
TSLATesla, Inc. - Common StockStock
Joint$1,001 - $15,000
08/14/2024Purchase
SBUXStarbucks Corporation - Common StockStock
Joint$1,001 - $15,000
06/14/2024Sale
PYCRPaycor HCM, Inc. - Common StockStock
Joint$1,001 - $15,000
05/14/2024Purchase
MSFTMicrosoft Corporation - Common StockOption
Joint$1,000,001 - $5,000,000
05/14/2024Purchase
MSFTMicrosoft Corporation - Common StockOption
Joint$1,000,001 - $5,000,000
05/14/2024Sale
MSFTMicrosoft Corporation - Common StockOption
Joint$1,000,001 - $5,000,000
05/14/2024Sale
MSFTMicrosoft Corporation - Common StockOption
Joint$1,000,001 - $5,000,000
03/14/2024Sale
ADCAgree Realty Corporation Common StockStock
Joint$1,001 - $15,000
03/14/2024Sale
BNTXBioNTech SE - American Depositary SharesStock
Joint$1,001 - $15,000
03/14/2024Purchase
DHID.R. Horton, Inc. Common StockStock
Joint$1,001 - $15,000
03/14/2024Sale
DAVAEndava plc American Depositary SharesStock
Joint$1,001 - $15,000
03/14/2024Sale
FOXFFox Factory Holding Corp. - Common StockStock
Joint$1,001 - $15,000
03/14/2024Partial Sale
HSHCYHAIER SMART HOME U/ADRStock
Joint$1,001 - $15,000
03/14/2024Sale
INTAIntapp, Inc. - Common StockStock
Joint$1,001 - $15,000
03/14/2024Partial Sale
OCFCOceanFirst Financial Corp. - Common StockStock
Joint$1,001 - $15,000
03/14/2024Sale
SHLSShoals Technologies Group, Inc. - Class A Common StockStock
Joint$1,001 - $15,000
12/13/2024Partial Sale
LLYEli Lilly and Company Common StockStock
Joint$1,001 - $15,000
12/13/2024Purchase
CRMSalesforce, Inc. Common StockStock
Joint$1,001 - $15,000
12/13/2024Purchase
UNPUnion Pacific Corporation Common StockStock
Joint$1,001 - $15,000
11/13/2024Purchase
CRMSalesforce, Inc. Common StockStock
Joint$1,001 - $15,000
11/13/2024Purchase
SHOPShopify Inc. Class A Subordinate Voting SharesStock
Joint$1,001 - $15,000
09/13/2024Purchase
IBMInternational Business Machines Corporation Common StockStock
Joint$1,001 - $15,000
06/13/2024Sale
ADBEAdobe Inc. - Common StockStock
Joint$1,001 - $15,000
03/13/2024Partial Sale
ADBEAdobe Inc. - Common StockStock
Joint$1,001 - $15,000
03/13/2024Purchase
DASTYDASSAULT SYSTEMES SA ADRStock
Joint$1,001 - $15,000
03/13/2024Partial Sale
ETNEaton Corporation, PLC Ordinary SharesStock
Joint$1,001 - $15,000
03/13/2024Partial Sale
MARMarriott International - Class A Common StockStock
Joint$1,001 - $15,000
03/13/2024Partial Sale
CRMSalesforce, Inc. Common StockStock
Joint$1,001 - $15,000
03/13/2024Sale
SSDOYShiseido Co Ltd Ord American Depositary SharesStock
Joint$1,001 - $15,000
03/13/2024Partial Sale
SNPSSynopsys, Inc. - Common StockStock
Joint$1,001 - $15,000
03/13/2024Partial Sale
TDGTransdigm Group Incorporated Common StockStock
Joint$1,001 - $15,000
02/13/2024Purchase
CHRDChord Energy Corporation - Common StockStock
Joint$1,001 - $15,000
02/13/2024Purchase
DBSDYDBS GROUP HLDGS LTD S/ADRStock
Joint$1,001 - $15,000
02/13/2024Purchase
MSFTMicrosoft Corporation - Common StockOption
Joint$500,001 - $1,000,000
02/13/2024Purchase
MSFTMicrosoft Corporation - Common StockOption
Joint$1,000,001 - $5,000,000
02/13/2024Sale
MSFTMicrosoft Corporation - Common StockOption
Joint$1,000,001 - $5,000,000
02/13/2024Sale
MSFTMicrosoft Corporation - Common StockOption
Joint$500,001 - $1,000,000
02/13/2024Partial Sale
TEXTerex Corporation Common StockStock
Joint$1,001 - $15,000
12/12/2024Partial Sale
LLYEli Lilly and Company Common StockStock
Joint$1,001 - $15,000
12/12/2024Purchase
JNJJohnson & Johnson Common StockStock
Joint$1,001 - $15,000
12/12/2024Partial Sale
GWWW.W. Grainger, Inc. Common StockStock
Joint$1,001 - $15,000
11/12/2024Partial Sale
MSFTMicrosoft Corporation - Common StockStock
Joint$1,001 - $15,000
11/12/2024Partial Sale
NVDANVIDIA Corporation - Common StockStock
Joint$1,001 - $15,000
11/12/2024Purchase
CRMSalesforce, Inc. Common StockStock
Joint$1,001 - $15,000
11/12/2024Purchase
TSLATesla, Inc. - Common StockStock
Joint$1,001 - $15,000
09/12/2024Purchase
AAPLApple Inc. - Common StockStock
Joint$1,001 - $15,000
09/12/2024Partial Sale
AVGOBroadcom Inc. - Common StockStock
Joint$1,001 - $15,000
09/12/2024Partial Sale
ETNEaton Corporation, PLC Ordinary SharesStock
Joint$1,001 - $15,000
09/12/2024Partial Sale
MCKMcKesson Corporation Common StockStock
Joint$1,001 - $15,000
09/12/2024Partial Sale
MSFTMicrosoft Corporation - Common StockStock
Joint$1,001 - $15,000
08/12/2024Purchase
MSFTMicrosoft Corporation - Common StockStock
Joint$15,001 - $50,000
08/12/2024Sale
MSFTMicrosoft Corporation - Common StockOption
Joint$15,001 - $50,000
07/12/2024Sale
HELEHelen of Troy Limited - Common StockStock
Joint$1,001 - $15,000
06/12/2024Purchase
GBOOYGrupo Financiero Banorte, S.A.B. De C.V Sponsored ADRStock
Joint$1,001 - $15,000
06/12/2024Partial Sale
IFNNYInfineon Technologies AGStock
Joint$1,001 - $15,000
03/12/2024Partial Sale
BHPBHP Group Limited American Depositary SharesStock
Joint$1,001 - $15,000
03/12/2024Purchase
MELIMercadoLibre, Inc. - Common StockStock
Joint$1,001 - $15,000
03/12/2024Partial Sale
TSMTaiwan Semiconductor Manufacturing Company Ltd.Stock
Joint$1,001 - $15,000
02/12/2024Partial Sale
CTSHCognizant Technology Solutions Corporation - Class A Common StockStock
Joint$1,001 - $15,000
02/12/2024Purchase
MSFTMicrosoft Corporation - Common StockOption
Joint$1,000,001 - $5,000,000
02/12/2024Purchase
MSFTMicrosoft Corporation - Common StockOption
Joint$1,000,001 - $5,000,000
02/12/2024Purchase
MSFTMicrosoft Corporation - Common StockOption
Joint$500,001 - $1,000,000
02/12/2024Purchase
MSFTMicrosoft Corporation - Common StockOption
Joint$1,000,001 - $5,000,000
02/12/2024Purchase
MSFTMicrosoft Corporation - Common StockOption
Joint$1,000,001 - $5,000,000
02/12/2024Partial Sale
MSFTMicrosoft Corporation - Common StockStock
Joint$1,000,001 - $5,000,000
02/12/2024Sale
MSFTMicrosoft Corporation - Common StockOption
Joint$1,000,001 - $5,000,000
02/12/2024Sale
MSFTMicrosoft Corporation - Common StockOption
Joint$1,000,001 - $5,000,000
02/12/2024Sale
MSFTMicrosoft Corporation - Common StockOption
Joint$500,001 - $1,000,000
02/12/2024Sale
MSFTMicrosoft Corporation - Common StockOption
Joint$1,000,001 - $5,000,000
01/12/2024Purchase
SCHWCharles Schwab CorporationStock
Joint$1,001 - $15,000
12/11/2024Partial Sale
ETNEaton Corporation, PLC Ordinary SharesStock
Joint$1,001 - $15,000
12/11/2024Partial Sale
LLYEli Lilly and Company Common StockStock
Joint$1,001 - $15,000
11/11/2024Purchase
APPApplovin Corporation - Class A Common StockStock
Joint$1,001 - $15,000
11/11/2024Purchase
TSLATesla, Inc. - Common StockStock
Joint$1,001 - $15,000
09/11/2024Partial Sale
AVGOBroadcom Inc. - Common StockStock
Joint$1,001 - $15,000
01/11/2024Purchase
ALGMAllegro MicroSystems, Inc. - Common StockStock
Joint$1,001 - $15,000
01/11/2024Purchase
ALNYAlnylam Pharmaceuticals, Inc. - Common StockStock
Joint$1,001 - $15,000
01/11/2024Purchase
GTLSChart Industries, Inc.Stock
Joint$1,001 - $15,000
01/11/2024Purchase
BAPCredicorp Ltd. Common StockStock
Joint$1,001 - $15,000
01/11/2024Purchase
XNGSYEEN ENERGY HLDGS UNSP/ADRStock
Joint$1,001 - $15,000
01/11/2024Purchase
HSHCYHAIER SMART HOME U/ADRStock
Joint$1,001 - $15,000
01/11/2024Purchase
HELEHelen of Troy Limited - Common StockStock
Joint$1,001 - $15,000
01/11/2024Sale
NCLTYNITORI HOLDINGS CO U/ADRStock
Joint$1,001 - $15,000
01/11/2024Purchase
OCFCOceanFirst Financial Corp. - Common StockStock
Joint$1,001 - $15,000
01/11/2024Purchase
ONON Semiconductor Corporation - Common StockStock
Joint$1,001 - $15,000
01/11/2024Purchase
PTENPatterson-UTI Energy, Inc. - Common StockStock
Joint$1,001 - $15,000
01/11/2024Purchase
PYCRPaycor HCM, Inc. - Common StockStock
Joint$1,001 - $15,000
01/11/2024Purchase
PNGAYPING AN INS CO OF CHINAStock
Joint$1,001 - $15,000
01/11/2024Purchase
SSDOYShiseido Co Ltd Ord American Depositary SharesStock
Joint$1,001 - $15,000
01/11/2024Purchase
SHLSShoals Technologies Group, Inc. - Class A Common StockStock
Joint$1,001 - $15,000
12/10/2024Partial Sale
LLYEli Lilly and Company Common StockStock
Joint$1,001 - $15,000
10/10/2024Purchase
IBMInternational Business Machines Corporation Common StockStock
Joint$1,001 - $15,000
09/10/2024Purchase
MCDMcDonald's Corporation Common StockStock
Joint$1,001 - $15,000
09/10/2024Purchase
TMOThermo Fisher Scientific Inc Common StockStock
Joint$1,001 - $15,000
05/10/2024Sale
EXASExact Sciences Corporation - Common StockStock
Joint$1,001 - $15,000
05/10/2024Purchase
KKRKKR & Co. Inc. Common StockStock
Joint$1,001 - $15,000
04/10/2024Purchase
NSRGYNESTLE S.A S/ADRStock
Joint$1,001 - $15,000
12/09/2024Partial Sale
LLYEli Lilly and Company Common StockStock
Joint$1,001 - $15,000
12/09/2024Partial Sale
SNPSSynopsys, Inc. - Common StockStock
Joint$1,001 - $15,000
12/09/2024Partial Sale
UBERUber Technologies, Inc. Common StockStock
Joint$1,001 - $15,000
09/09/2024Partial Sale
AVGOBroadcom Inc. - Common StockStock
Joint$1,001 - $15,000
09/09/2024Partial Sale
HALOHalozyme Therapeutics, Inc. - Common StockStock
Joint$1,001 - $15,000
09/09/2024Purchase
IRTIndependence Realty Trust, Inc. Common StockStock
Joint$1,001 - $15,000
09/09/2024Partial Sale
RHPRyman Hospitality Properties, Inc.Stock
Joint$1,001 - $15,000
09/09/2024Purchase
SSMXYSYSMEX CORP UNSP/ASDRStock
Joint$1,001 - $15,000
07/09/2024Sale
ABNBAirbnb, Inc. - Class A Common StockStock
Joint$1,001 - $15,000
07/09/2024Partial Sale
ALIZYALLIANZ SE UNSP/ADRStock
Joint$1,001 - $15,000
07/09/2024Partial Sale
MARMarriott International - Class A Common StockStock
Joint$1,001 - $15,000
07/09/2024Purchase
MCDMcDonald's Corporation Common StockStock
Joint$1,001 - $15,000
05/09/2024Purchase
INTAIntapp, Inc. - Common StockStock
Joint$1,001 - $15,000
05/09/2024Purchase
SWTXSpringWorks Therapeutics, Inc. - common stockStock
Joint$1,001 - $15,000
02/09/2024Purchase
BKNGBooking Holdings Inc. - Common StockStock
Joint$1,001 - $15,000
02/09/2024Partial Sale
TSMTaiwan Semiconductor Manufacturing Company Ltd.Stock
Joint$1,001 - $15,000
01/09/2024Partial Sale
LOPEGrand Canyon Education, Inc. - Common StockStock
Joint$1,001 - $15,000
10/08/2024Purchase
NOWServiceNow, Inc. Common StockStock
Joint$1,001 - $15,000
08/08/2024Partial Sale
HSHCYHAIER SMART HOME U/ADRStock
Joint$1,001 - $15,000
07/08/2024Partial Sale
DBSDYDBS GROUP HLDGS LTD S/ADRStock
Joint$1,001 - $15,000
02/08/2024Purchase
BKNGBooking Holdings Inc. - Common StockStock
Joint$1,001 - $15,000
02/08/2024Partial Sale
LLYEli Lilly and Company Common StockStock
Joint$1,001 - $15,000
02/08/2024Purchase
KKRKKR & Co. Inc. Common StockStock
Joint$1,001 - $15,000
02/08/2024Partial Sale
METAMeta Platforms, Inc. - Class A Common StockStock
Joint$1,001 - $15,000
02/08/2024Partial Sale
MSFTMicrosoft Corporation - Common StockStock
Joint$1,001 - $15,000
02/08/2024Partial Sale
MDBMongoDB, Inc. - Class A Common StockStock
Joint$1,001 - $15,000
02/08/2024Partial Sale
NFLXNetflix, Inc. - Common StockStock
Joint$1,001 - $15,000
02/08/2024Partial Sale
NVDANVIDIA Corporation - Common StockStock
Joint$1,001 - $15,000
02/08/2024Partial Sale
REGNRegeneron Pharmaceuticals, Inc. - Common StockStock
Joint$1,001 - $15,000
11/07/2024Partial Sale
HQYHealthEquity, Inc. - Common StockStock
Joint$1,001 - $15,000
06/07/2024Partial Sale
MARMarriott International - Class A Common StockStock
Joint$1,001 - $15,000
05/07/2024Partial Sale
UBERUber Technologies, Inc. Common StockStock
Joint$1,001 - $15,000
03/07/2024Partial Sale
CBZCBIZ, Inc. Common StockStock
Joint$1,001 - $15,000
03/07/2024Purchase
DHID.R. Horton, Inc. Common StockStock
Joint$1,001 - $15,000
03/07/2024Purchase
PWPPerella Weinberg Partners - Class A Common StockStock
Joint$1,001 - $15,000
12/06/2024Purchase
CDRECadre Holdings, Inc. Common StockStock
Joint$1,001 - $15,000
12/06/2024Partial Sale
GBCIGlacier Bancorp, Inc.Stock
Joint$1,001 - $15,000
12/06/2024Partial Sale
PRIMPrimoris Services CorporationStock
Joint$1,001 - $15,000
12/06/2024Sale
PGNYProgyny, Inc. - Common StockStock
Joint$1,001 - $15,000
12/06/2024Partial Sale
SPXCSPX Technologies, Inc. Common StockStock
Joint$1,001 - $15,000
12/06/2024Partial Sale
TXRHTexas Roadhouse, Inc. - Common StockStock
Joint$1,001 - $15,000
12/06/2024Purchase
THRThermon Group Holdings, Inc. Common StockStock
Joint$1,001 - $15,000
09/06/2024Partial Sale
SAPSAP SE ADSStock
Joint$1,001 - $15,000
08/06/2024Partial Sale
AMDAdvanced Micro Devices, Inc.Stock
Joint$1,001 - $15,000
08/06/2024Sale
CHUYChuy's Holdings, Inc. - Common StockStock
Joint$1,001 - $15,000
08/06/2024Purchase
FWRGFirst Watch Restaurant Group, Inc. - Common StockStock
Joint$1,001 - $15,000
06/06/2024Partial Sale
BOOTBoot Barn Holdings, Inc. Common StockStock
Joint$1,001 - $15,000
05/06/2024Partial Sale
ALGAlamo Group, Inc. Common StockStock
Joint$1,001 - $15,000
05/06/2024Purchase
LOPEGrand Canyon Education, Inc. - Common StockStock
Joint$1,001 - $15,000
05/06/2024Purchase
SSMXYSYSMEX CORP UNSP/ASDRStock
Joint$1,001 - $15,000
05/06/2024Partial Sale
TXRHTexas Roadhouse, Inc. - Common StockStock
Joint$1,001 - $15,000
12/05/2024Partial Sale
TTTrane Technologies plcStock
Joint$1,001 - $15,000
09/05/2024Purchase
NSRGYNESTLE S.A S/ADRStock
Joint$1,001 - $15,000
09/05/2024Partial Sale
SAPSAP SE ADSStock
Joint$1,001 - $15,000
08/05/2024Purchase
KOCoca-Cola CompanyStock
Joint$1,001 - $15,000
08/05/2024Purchase
NOWServiceNow, Inc. Common StockStock
Joint$1,001 - $15,000
08/05/2024Purchase
SPOTSpotify Technology S.A. Ordinary SharesStock
Joint$1,001 - $15,000
08/05/2024Purchase
TNDMTandem Diabetes Care, Inc. - Common StockStock
Joint$1,001 - $15,000
07/05/2024Purchase
SHELShell PLC American Depositary SharesStock
Joint$1,001 - $15,000
07/05/2024Partial Sale
TSMTaiwan Semiconductor Manufacturing Company Ltd.Stock
Joint$1,001 - $15,000
04/05/2024Partial Sale
FASTFastenal Company - Common StockStock
Joint$1,001 - $15,000
04/05/2024Partial Sale
IARTIntegra LifeSciences Holdings Corporation - Common StockStock
Joint$1,001 - $15,000
04/05/2024Purchase
FNAParagon 28, Inc. Common StockStock
Joint$1,001 - $15,000
10/04/2024Partial Sale
MFCManulife Financial Corporation Common StockStock
Joint$1,001 - $15,000
10/04/2024Purchase
NOWServiceNow, Inc. Common StockStock
Joint$1,001 - $15,000
10/04/2024Partial Sale
TSMTaiwan Semiconductor Manufacturing Company Ltd.Stock
Joint$1,001 - $15,000
10/04/2024Purchase
TELTE Connectivity plc Ordinary SharesStock
Joint$1,001 - $15,000
04/04/2024Partial Sale
CHGCYCHUGAI PHARM UNSP/ADRStock
Joint$1,001 - $15,000
01/04/2024Partial Sale
SPXCSPX Technologies, Inc. Common StockStock
Joint$1,001 - $15,000
12/03/2024Purchase
TSLATesla, Inc. - Common StockStock
Joint$1,001 - $15,000
10/03/2024Partial Sale
AVGOBroadcom Inc. - Common StockStock
Joint$1,001 - $15,000
10/03/2024Purchase
HDHome Depot, Inc.Stock
Joint$1,001 - $15,000
10/03/2024Partial Sale
MSFTMicrosoft Corporation - Common StockStock
Joint$1,001 - $15,000
10/03/2024Purchase
TELTE Connectivity plc Ordinary SharesStock
Joint$1,001 - $15,000
09/03/2024Sale
BNTXBioNTech SE - American Depositary SharesStock
Joint$1,001 - $15,000
09/03/2024Purchase
SSMXYSYSMEX CORP UNSP/ASDRStock
Joint$1,001 - $15,000
05/03/2024Purchase
GOOGAlphabet Inc. - Class C Capital StockStock
Joint$1,001 - $15,000
10/02/2024Purchase
AAPLApple Inc. - Common StockStock
Joint$15,001 - $50,000
10/02/2024Partial Sale
MSFTMicrosoft Corporation - Common StockStock
Joint$15,001 - $50,000
08/02/2024Partial Sale
BKNGBooking Holdings Inc. - Common StockStock
Joint$1,001 - $15,000
08/02/2024Purchase
KOCoca-Cola CompanyStock
Joint$1,001 - $15,000
08/02/2024Purchase
GSGoldman Sachs Group, Inc.Stock
Joint$1,001 - $15,000
08/02/2024Sale
JBLJabil Inc. Common StockStock
Joint$1,001 - $15,000
08/02/2024Sale
MARMarriott International - Class A Common StockStock
Joint$1,001 - $15,000
08/02/2024Partial Sale
ORCLOracle Corporation Common StockStock
Joint$1,001 - $15,000
05/02/2024Purchase
SSMXYSYSMEX CORP UNSP/ASDRStock
Joint$1,001 - $15,000
11/01/2024Purchase
DHID.R. Horton, Inc. Common StockStock
Joint$1,001 - $15,000
08/01/2024Sale
AMDAdvanced Micro Devices, Inc.Stock
Joint$1,001 - $15,000
08/01/2024Purchase
AAPLApple Inc. - Common StockStock
Joint$1,001 - $15,000
08/01/2024Purchase
GSGoldman Sachs Group, Inc.Stock
Joint$1,001 - $15,000
08/01/2024Partial Sale
SHOPShopify Inc. Class A Subordinate Voting SharesStock
Joint$1,001 - $15,000
08/01/2024Partial Sale
UBERUber Technologies, Inc. Common StockStock
Joint$1,001 - $15,000
07/01/2024Purchase
GOOGAlphabet Inc. - Class C Capital StockStock
Joint$1,001 - $15,000
07/01/2024Partial Sale
APHAmphenol Corporation Common StockStock
Joint$1,001 - $15,000
07/01/2024Partial Sale
AZOAutoZone, Inc. Common StockStock
Joint$1,001 - $15,000
07/01/2024Partial Sale
LLYEli Lilly and Company Common StockStock
Joint$1,001 - $15,000
07/01/2024Partial Sale
HUBSHubSpot, Inc. Common StockStock
Joint$1,001 - $15,000
07/01/2024Partial Sale
INTUIntuit Inc. - Common StockStock
Joint$1,001 - $15,000
07/01/2024Partial Sale
MAMastercard Incorporated Common StockStock
Joint$1,001 - $15,000
07/01/2024Partial Sale
MCKMcKesson Corporation Common StockStock
Joint$1,001 - $15,000
07/01/2024Partial Sale
METAMeta Platforms, Inc. - Class A Common StockStock
Joint$1,001 - $15,000
07/01/2024Partial Sale
NFLXNetflix, Inc. - Common StockStock
Joint$1,001 - $15,000
07/01/2024Partial Sale
REGNRegeneron Pharmaceuticals, Inc. - Common StockStock
Joint$1,001 - $15,000
07/01/2024Partial Sale
TSLATesla, Inc. - Common StockStock
Joint$1,001 - $15,000
07/01/2024Partial Sale
TTTrane Technologies plcStock
Joint$1,001 - $15,000
05/01/2024Partial Sale
LOWLowe's Companies, Inc. Common StockStock
Joint$1,001 - $15,000
05/01/2024Partial Sale
MELIMercadoLibre, Inc. - Common StockStock
Joint$1,001 - $15,000
05/01/2024Purchase
TSLATesla, Inc. - Common StockStock
Joint$1,001 - $15,000
03/01/2024Sale
HCAHCA Healthcare, Inc. Common StockStock
Joint$1,001 - $15,000
02/01/2024Partial Sale
SCHWCharles Schwab CorporationStock
Joint$1,001 - $15,000
02/01/2024Sale
LNGCheniere Energy, Inc. Common StockStock
Joint$1,001 - $15,000
02/01/2024Partial Sale
DEDeere & Company Common StockStock
Joint$1,001 - $15,000
02/01/2024Partial Sale
EXASExact Sciences Corporation - Common StockStock
Joint$1,001 - $15,000
02/01/2024Sale
FSLRFirst Solar, Inc. - Common StockStock
Joint$1,001 - $15,000
02/01/2024Sale
MRNAModerna, Inc. - Common StockStock
Joint$1,001 - $15,000
02/01/2024Sale
MSMorgan Stanley Common StockStock
Joint$1,001 - $15,000
02/01/2024Sale
MSCIMSCI Inc. Common StockStock
Joint$1,001 - $15,000
02/01/2024Partial Sale
TTDThe Trade Desk, Inc. - Class A Common StockStock
Joint$1,001 - $15,000
03/31/2023Purchase
HLNHaleon plc American Depositary SharesStock
Joint$1,001 - $15,000
03/31/2023Purchase
MSFTMicrosoft CorporationStock
Joint$1,001 - $15,000
03/31/2023Purchase
MRNAModerna, Inc.Stock
Joint$1,001 - $15,000
01/31/2023Purchase
ADBEAdobe Inc.Stock
Joint$1,001 - $15,000
01/31/2023Partial Sale
ADPAutomatic Data Processing, Inc.Stock
Joint$1,001 - $15,000
01/31/2023Purchase
SQBlock, Inc. Class A Common Stock,Stock
Joint$1,001 - $15,000
01/31/2023Partial Sale
KOCoca-Cola CompanyStock
Joint$1,001 - $15,000
01/31/2023Partial Sale
LLYEli Lilly and CompanyStock
Joint$1,001 - $15,000
01/31/2023Sale
IBMInternational Business Machines CorporationStock
Joint$1,001 - $15,000
01/31/2023Purchase
MTCHMatch Group, Inc.Stock
Joint$1,001 - $15,000
01/31/2023Partial Sale
MCKMcKesson CorporationStock
Joint$1,001 - $15,000
01/31/2023Purchase
MELIMercadoLibre, Inc.Stock
Joint$1,001 - $15,000
01/31/2023Purchase
METAMeta Platforms, Inc. - Class AStock
Joint$1,001 - $15,000
01/31/2023Purchase
SHOPShopify Inc. Class A Subordinate Voting SharesStock
Joint$1,001 - $15,000
01/31/2023Purchase
SNAPSnap Inc. Class AStock
Joint$1,001 - $15,000
01/31/2023Partial Sale
UPSUnited Parcel Service, Inc.Stock
Joint$1,001 - $15,000
01/31/2023Partial Sale
UNHUnitedHealth Group Incorporated Common StockStock
Joint$1,001 - $15,000
10/30/2023Purchase
AAPLApple Inc.Stock
Joint$1,001 - $15,000
10/30/2023Sale
ELEstee Lauder Companies, Inc.Stock
Joint$1,001 - $15,000
10/30/2023Sale
SHWSherwin-Williams CompanyStock
Joint$1,001 - $15,000
10/30/2023Purchase
GWWW.W. Grainger, Inc.Stock
Joint$1,001 - $15,000
05/30/2023Partial Sale
ISRGIntuitive Surgical, Inc.Stock
Joint$1,001 - $15,000
05/30/2023Purchase
MSFTMicrosoft CorporationStock
Joint$1,001 - $15,000
12/29/2023Purchase
NOCNorthrop Grumman CorporationStock
Joint$15,001 - $50,000
11/29/2023Partial Sale
GOOGLAlphabet Inc. - Class AStock
Joint$1,001 - $15,000
11/29/2023Purchase
NOWServiceNow, Inc.Stock
Joint$1,001 - $15,000
03/29/2023Partial Sale
SBCFSeacoast Banking Corporation of FloridaStock
Joint$1,001 - $15,000
11/28/2023Partial Sale
HCAHCA Healthcare, Inc.Stock
Joint$1,001 - $15,000
11/28/2023Purchase
PANWPalo Alto Networks, Inc.Stock
Joint$1,001 - $15,000
11/28/2023Sale
TMOThermo Fisher Scientific IncStock
Joint$1,001 - $15,000
04/28/2023Purchase
AMDAdvanced Micro Devices, Inc.Stock
Joint$1,001 - $15,000
04/28/2023Purchase
SLGNSilgan Holdings Inc.Stock
Joint$1,001 - $15,000
04/28/2023Partial Sale
TXNTexas Instruments IncorporatedStock
Joint$1,001 - $15,000
02/28/2023Sale
FIVEFive Below, Inc.Stock
Joint$1,001 - $15,000
11/27/2023Purchase
PWRQuanta Services, Inc.Stock
Joint$1,001 - $15,000
11/27/2023Sale
ROKRockwell Automation, Inc.Stock
Joint$1,001 - $15,000
10/27/2023Partial Sale
ALGAlamo Group, Inc.Stock
Joint$1,001 - $15,000
10/27/2023Partial Sale
ALGNAlign Technology, Inc.Stock
Joint$1,001 - $15,000
10/27/2023Purchase
ALGMAllegro MicroSystems, Inc.Stock
Joint$1,001 - $15,000
10/27/2023Purchase
HDBHDFC Bank LimitedStock
Joint$1,001 - $15,000
10/27/2023Partial Sale
ICFIICF International, Inc.Stock
Joint$1,001 - $15,000
10/27/2023Partial Sale
ISRGIntuitive Surgical, Inc.Stock
Joint$1,001 - $15,000
10/27/2023Purchase
MSFTMicrosoft CorporationStock
Joint$1,001 - $15,000
10/27/2023Purchase
ONON Semiconductor CorporationStock
Joint$1,001 - $15,000
10/27/2023Partial Sale
PRIMPrimoris Services CorporationStock
Joint$1,001 - $15,000
10/27/2023Sale
SGENSeagen Inc.Stock
Joint$1,001 - $15,000
07/27/2023Partial Sale
ABBVAbbVie Inc.Stock
Joint$1,001 - $15,000
04/27/2023Purchase
AAPLApple Inc.Stock
Joint$1,001 - $15,000
04/27/2023Partial Sale
COFCapital One Financial CorporationStock
Joint$1,001 - $15,000
04/27/2023Partial Sale
CTSHCognizant Technology Solutions Corporation - Class AStock
Joint$1,001 - $15,000
04/27/2023Partial Sale
ETSYEtsy, Inc.Stock
Joint$1,001 - $15,000
04/27/2023Partial Sale
MSFTMicrosoft CorporationStock
Joint$1,001 - $15,000
04/27/2023Purchase
MNSTMonster Beverage CorporationStock
Joint$1,001 - $15,000
04/27/2023Partial Sale
MSCIMSCI IncStock
Joint$1,001 - $15,000
04/27/2023Partial Sale
UBERUber Technologies, Inc.Stock
Joint$1,001 - $15,000
03/27/2023Partial Sale
AMGNAmgen Inc.Stock
Joint$1,001 - $15,000
03/27/2023Partial Sale
ROKRockwell Automation, Inc.Stock
Joint$1,001 - $15,000
02/27/2023Purchase
INTUIntuit Inc.Stock
Joint$1,001 - $15,000
02/27/2023Purchase
MSFTMicrosoft CorporationStock
Joint$1,001 - $15,000
02/27/2023Purchase
NVDANVIDIA CorporationStock
Joint$1,001 - $15,000
01/27/2023Partial Sale
ABBVAbbVie Inc.Stock
Joint$1,001 - $15,000
01/27/2023Purchase
ALGNAlign Technology, Inc.Stock
Joint$1,001 - $15,000
01/27/2023Partial Sale
GOOGAlphabet Inc. - Class C Capital StockStock
Joint$1,001 - $15,000
01/27/2023Partial Sale
AMGNAmgen Inc.Stock
Joint$1,001 - $15,000
01/27/2023Partial Sale
AAPLApple Inc.Stock
Joint$1,001 - $15,000
01/27/2023Purchase
BXBlackstone Inc.Stock
Joint$1,001 - $15,000
01/27/2023Purchase
SQBlock, Inc. Class A Common Stock,Stock
Joint$1,001 - $15,000
01/27/2023Purchase
COFCapital One Financial CorporationStock
Joint$1,001 - $15,000
01/27/2023Partial Sale
LLYEli Lilly and CompanyStock
Joint$1,001 - $15,000
01/27/2023Partial Sale
HCAHCA Healthcare, Inc.Stock
Joint$1,001 - $15,000
01/27/2023Purchase
HUBSHubSpot, Inc.Stock
Joint$1,001 - $15,000
01/27/2023Purchase
METAMeta Platforms, Inc. - Class AStock
Joint$1,001 - $15,000
01/27/2023Partial Sale
MSFTMicrosoft CorporationStock
Joint$1,001 - $15,000
01/27/2023Purchase
TSLATesla, Inc.Stock
Joint$1,001 - $15,000
10/26/2023Partial Sale
METAMeta Platforms, Inc. - Class AStock
Joint$1,001 - $15,000
09/26/2023Partial Sale
AAPLApple Inc.Stock
Joint$1,001 - $15,000
09/26/2023Purchase
NOCNorthrop Grumman CorporationStock
Joint$1,001 - $15,000
09/26/2023Sale
TGTTarget CorporationStock
Joint$1,001 - $15,000
06/26/2023Partial Sale
ABBVAbbVie Inc.Stock
Joint$1,001 - $15,000
06/26/2023Purchase
ADBEAdobe Inc.Stock
Joint$1,001 - $15,000
06/26/2023Purchase
AVGOBroadcom Inc.Stock
Joint$1,001 - $15,000
06/26/2023Purchase
METAMeta Platforms, Inc. - Class AStock
Joint$1,001 - $15,000
06/26/2023Purchase
MNSTMonster Beverage CorporationStock
Joint$1,001 - $15,000
06/26/2023Partial Sale
SGENSeagen Inc.Stock
Joint$1,001 - $15,000
06/26/2023Purchase
SHOPShopify Inc. Class A Subordinate Voting SharesStock
Joint$1,001 - $15,000
06/26/2023Partial Sale
UPSUnited Parcel Service, Inc.Stock
Joint$1,001 - $15,000
04/26/2023Sale
SNAPSnap Inc. Class AStock
Joint$1,001 - $15,000
10/25/2023Partial Sale
GOOGAlphabet Inc. - Class C Capital StockStock
Joint$1,001 - $15,000
08/25/2023Purchase
ETNEaton Corporation, PLC Ordinary SharesStock
Joint$1,001 - $15,000
08/25/2023Purchase
NSCNorfolk Southern CorporationStock
Joint$1,001 - $15,000
07/25/2023Partial Sale
FCXFreeport-McMoRan, Inc.Stock
Joint$1,001 - $15,000
04/25/2023Purchase
1 Blackstone Real Estate Income TrustOT
Self$1,001 - $15,000
08/24/2023Purchase
NSCNorfolk Southern CorporationStock
Joint$1,001 - $15,000
08/24/2023Partial Sale
TGTTarget CorporationStock
Joint$1,001 - $15,000
08/24/2023Partial Sale
VZVerizon Communications Inc.Stock
Joint$1,001 - $15,000
07/24/2023Purchase
AMDAdvanced Micro Devices, Inc.Stock
Joint$1,001 - $15,000
05/24/2023Purchase
USPHU.S. Physical Therapy, Inc.Stock
Joint$1,001 - $15,000
04/24/2023Purchase
GOOGAlphabet Inc. - Class C Capital StockStock
Joint$1,001 - $15,000
04/24/2023Purchase
FSLRFirst Solar, Inc.Stock
Joint$1,001 - $15,000
03/24/2023Partial Sale
ABBVAbbVie Inc.Stock
Joint$1,001 - $15,000
03/24/2023Partial Sale
DEDeere & CompanyStock
Joint$1,001 - $15,000
03/24/2023Purchase
MSFTMicrosoft CorporationStock
Joint$1,001 - $15,000
03/24/2023Partial Sale
TSLATesla, Inc.Stock
Joint$1,001 - $15,000
02/24/2023Partial Sale
AZOAutoZone, Inc.Stock
Joint$1,001 - $15,000
05/23/2023Partial Sale
COPConocoPhillipsStock
Joint$1,001 - $15,000
03/23/2023Partial Sale
GOOGAlphabet Inc. - Class C Capital StockStock
Joint$1,001 - $15,000
02/23/2023Partial Sale
AMDAdvanced Micro Devices, Inc.Stock
Joint$1,001 - $15,000
02/23/2023Purchase
APPFAppFolio, Inc. - Class AStock
Joint$1,001 - $15,000
02/23/2023Purchase
CBZCBIZ, Inc.Stock
Joint$1,001 - $15,000
02/23/2023Partial Sale
MCKMcKesson CorporationStock
Joint$1,001 - $15,000
02/23/2023Purchase
MELIMercadoLibre, Inc.Stock
Joint$1,001 - $15,000
02/23/2023Purchase
NVDANVIDIA CorporationStock
Joint$1,001 - $15,000
02/23/2023Sale
PFGCPerformance Food Group CompanyStock
Joint$1,001 - $15,000
02/23/2023Purchase
UBERUber Technologies, Inc.Stock
Joint$1,001 - $15,000
01/23/2023Purchase
ALGMAllegro MicroSystems, Inc.Stock
Joint$1,001 - $15,000
01/23/2023Partial Sale
MTSIMACOM Technology Solutions Holdings, Inc.Stock
Joint$1,001 - $15,000
01/23/2023Purchase
SHOPShopify Inc. Class A Subordinate Voting SharesStock
Joint$1,001 - $15,000
01/23/2023Sale
SYNHSyneos Health, Inc. - Class AStock
Joint$1,001 - $15,000
01/23/2023Purchase
WDAYWorkday, Inc. - Class AStock
Joint$1,001 - $15,000
11/22/2023Sale
CRMSalesforce, Inc.Stock
Joint$1,001 - $15,000
11/22/2023Purchase
NOWServiceNow, Inc.Stock
Joint$1,001 - $15,000
09/22/2023Purchase
AVGOBroadcom Inc.Stock
Joint$1,001 - $15,000
09/22/2023Purchase
MAMastercard IncorporatedStock
Joint$1,001 - $15,000
09/22/2023Purchase
TSLATesla, Inc.Stock
Joint$1,001 - $15,000
08/22/2023Purchase
ASAZYAssa Abloy AB Unsponsored ADRStock
Joint$1,001 - $15,000
08/22/2023Sale
SQBlock, Inc. Class A Common Stock,Stock
Joint$1,001 - $15,000
08/22/2023Sale
EFXEquifax, Inc.Stock
Joint$1,001 - $15,000
08/22/2023Purchase
MAMastercard IncorporatedStock
Joint$1,001 - $15,000
06/22/2023Partial Sale
AMDAdvanced Micro Devices, Inc.Stock
Joint$1,001 - $15,000
06/22/2023Partial Sale
APHAmphenol CorporationStock
Joint$1,001 - $15,000
06/22/2023Partial Sale
AAPLApple Inc.Stock
Joint$1,001 - $15,000
06/22/2023Partial Sale
HUBSHubSpot, Inc.Stock
Joint$1,001 - $15,000
06/22/2023Partial Sale
INTUIntuit Inc.Stock
Joint$1,001 - $15,000
06/22/2023Partial Sale
LOWLowe's Companies, Inc.Stock
Joint$1,001 - $15,000
06/22/2023Partial Sale
NVDANVIDIA CorporationStock
Joint$1,001 - $15,000
06/22/2023Partial Sale
ORCLOracle CorporationStock
Joint$1,001 - $15,000
06/22/2023Partial Sale
REGNRegeneron Pharmaceuticals, Inc.Stock
Joint$1,001 - $15,000
06/22/2023Partial Sale
ROKRockwell Automation, Inc.Stock
Joint$1,001 - $15,000
06/22/2023Partial Sale
SNPSSynopsys, Inc.Stock
Joint$1,001 - $15,000
06/22/2023Partial Sale
TSLATesla, Inc.Stock
Joint$1,001 - $15,000
03/22/2023Purchase
1 Blackstone Real Estate Income TrustOT
Self$1,001 - $15,000
02/22/2023Partial Sale
AMGNAmgen Inc.Stock
Joint$1,001 - $15,000
12/21/2023Purchase
DBSDYDbs Group Holdings Ltd Ord American Depositary SharesStock
Joint$1,001 - $15,000
12/21/2023Sale
LZAGYLonza Group Ag Zuerich Unsponsored ADRStock
Joint$1,001 - $15,000
09/21/2023Purchase
LLYEli Lilly and CompanyStock
Joint$1,001 - $15,000
08/21/2023Purchase
ADYEYADYEN NV UNSP/ADRStock
Joint$1,001 - $15,000
08/21/2023Purchase
ASAZYAssa Abloy AB Unsponsored ADRStock
Joint$1,001 - $15,000
08/21/2023Partial Sale
DXCMDexCom, Inc.Stock
Joint$1,001 - $15,000
08/21/2023Partial Sale
FCXFreeport-McMoRan, Inc.Stock
Joint$1,001 - $15,000
08/21/2023Purchase
METAMeta Platforms, Inc. - Class AStock
Joint$1,001 - $15,000
08/21/2023Purchase
REGNRegeneron Pharmaceuticals, Inc.Stock
Joint$1,001 - $15,000
08/21/2023Partial Sale
TGTTarget CorporationStock
Joint$1,001 - $15,000
07/21/2023Purchase
HLNHaleon plc American Depositary SharesStock
Joint$1,001 - $15,000
04/21/2023Purchase
SBUXStarbucks CorporationStock
Joint$1,001 - $15,000
02/21/2023Partial Sale
ABBVAbbVie Inc.Stock
Joint$1,001 - $15,000
02/21/2023Partial Sale
KOCoca-Cola CompanyStock
Joint$1,001 - $15,000
02/21/2023Purchase
NFLXNetflix, Inc.Stock
Joint$1,001 - $15,000
02/21/2023Purchase
NVDANVIDIA CorporationStock
Joint$1,001 - $15,000
02/21/2023Purchase
TTDThe Trade Desk, Inc. - Class AStock
Joint$1,001 - $15,000
02/21/2023Purchase
UBERUber Technologies, Inc.Stock
Joint$1,001 - $15,000
12/20/2023Partial Sale
AMDAdvanced Micro Devices, Inc.Stock
Joint$1,001 - $15,000
12/20/2023Partial Sale
COPConocoPhillipsStock
Joint$1,001 - $15,000
12/20/2023Partial Sale
LOPEGrand Canyon Education, Inc.Stock
Joint$1,001 - $15,000
12/20/2023Partial Sale
HLIHoulihan Lokey, Inc. Class AStock
Joint$1,001 - $15,000
12/20/2023Purchase
INTAIntapp, Inc.Stock
Joint$1,001 - $15,000
12/20/2023Partial Sale
MAMastercard IncorporatedStock
Joint$1,001 - $15,000
12/20/2023Purchase
TPHTri Pointe Homes, Inc.Stock
Joint$1,001 - $15,000
12/20/2023Purchase
UMBFUMB Financial CorporationStock
Joint$1,001 - $15,000
11/20/2023Purchase
CELHCelsius Holdings, Inc.Stock
Joint$1,001 - $15,000
11/20/2023Partial Sale
MNSTMonster Beverage CorporationStock
Joint$1,001 - $15,000
07/20/2023Partial Sale
AAGIYAIA Group, Ltd. Sponsored American Depository ReceiptStock
Joint$1,001 - $15,000
07/20/2023Purchase
GMABGenmab A/S - American Depositary SharesStock
Joint$1,001 - $15,000
07/20/2023Purchase
HLNHaleon plc American Depositary SharesStock
Joint$1,001 - $15,000
07/20/2023Sale
KUBTYKubota CorporationStock
Joint$1,001 - $15,000
04/20/2023Purchase
AAPLApple Inc.Stock
Joint$1,001 - $15,000
04/20/2023Partial Sale
COPConocoPhillipsStock
Joint$1,001 - $15,000
01/20/2023Partial Sale
ABBVAbbVie Inc.Stock
Joint$1,001 - $15,000
01/20/2023Purchase
GOOGAlphabet Inc. - Class C Capital StockStock
Joint$1,001 - $15,000
01/20/2023Partial Sale
AAPLApple Inc.Stock
Joint$1,001 - $15,000
01/20/2023Purchase
SQBlock, Inc. Class A Common Stock,Stock
Joint$1,001 - $15,000
01/20/2023Partial Sale
KOCoca-Cola CompanyStock
Joint$1,001 - $15,000
01/20/2023Purchase
EXASExact Sciences CorporationStock
Joint$1,001 - $15,000
01/20/2023Partial Sale
IBMInternational Business Machines CorporationStock
Joint$1,001 - $15,000
01/20/2023Purchase
MAMastercard IncorporatedStock
Joint$1,001 - $15,000
01/20/2023Purchase
NFLXNetflix, Inc.Stock
Joint$1,001 - $15,000
07/19/2023Partial Sale
ADYEYADYEN NV UNSP/ADRStock
Joint$1,001 - $15,000
07/19/2023Partial Sale
AAGIYAIA Group, Ltd. Sponsored American Depository ReceiptStock
Joint$1,001 - $15,000
07/19/2023Purchase
GMABGenmab A/S - American Depositary SharesStock
Joint$1,001 - $15,000
07/19/2023Purchase
HLNHaleon plc American Depositary SharesStock
Joint$1,001 - $15,000
07/19/2023Partial Sale
KUBTYKubota CorporationStock
Joint$1,001 - $15,000
07/19/2023Purchase
SAPSAP SE ADSStock
Joint$1,001 - $15,000
05/19/2023Partial Sale
ABBVAbbVie Inc.Stock
Joint$1,001 - $15,000
05/19/2023Partial Sale
BXBlackstone Inc.Stock
Joint$1,001 - $15,000
05/19/2023Partial Sale
LNGCheniere Energy, Inc.Stock
Joint$1,001 - $15,000
05/19/2023Partial Sale
DEDeere & CompanyStock
Joint$1,001 - $15,000
05/19/2023Partial Sale
MCKMcKesson CorporationStock
Joint$1,001 - $15,000
05/19/2023Partial Sale
ORCLOracle CorporationStock
Joint$1,001 - $15,000
05/19/2023Partial Sale
SGENSeagen Inc.Stock
Joint$1,001 - $15,000
05/19/2023Partial Sale
TPRTapestry, Inc.Stock
Joint$1,001 - $15,000
05/19/2023Partial Sale
TSLATesla, Inc.Stock
Joint$1,001 - $15,000
05/19/2023Partial Sale
TTTrane Technologies plcStock
Joint$1,001 - $15,000
05/19/2023Partial Sale
UBERUber Technologies, Inc.Stock
Joint$1,001 - $15,000
04/19/2023Purchase
FSLRFirst Solar, Inc.Stock
Joint$1,001 - $15,000
10/18/2023Sale
SHYFThe Shyft Group, Inc.Stock
Joint$1,001 - $15,000
09/18/2023Purchase
INTAIntapp, Inc.Stock
Joint$1,001 - $15,000
09/18/2023Sale
VBTXVeritex Holdings, Inc.Stock
Joint$1,001 - $15,000
08/18/2023Purchase
CHGCYChugai Pharmaceutical Ltd Unsponsored ADRStock
Joint$1,001 - $15,000
08/18/2023Purchase
DASTYDassault Systemes, S.A. American Depositary SharesStock
Joint$1,001 - $15,000
08/18/2023Purchase
LLYEli Lilly and CompanyStock
Joint$1,001 - $15,000
08/18/2023Purchase
HSHCYHAIER SMART HOME U/ADRStock
Joint$1,001 - $15,000
07/18/2023Partial Sale
ADYEYADYEN NV UNSP/ADRStock
Joint$1,001 - $15,000
07/18/2023Partial Sale
GOOGAlphabet Inc. - Class C Capital StockStock
Joint$1,001 - $15,000
07/18/2023Partial Sale
AAPLApple Inc.Stock
Joint$1,001 - $15,000
07/18/2023Partial Sale
ATLKYAtlas Copco Ab Sponsored ADR repstg Class AStock
Joint$1,001 - $15,000
07/18/2023Partial Sale
SCHWCharles Schwab CorporationStock
Joint$1,001 - $15,000
07/18/2023Partial Sale
HCAHCA Healthcare, Inc.Stock
Joint$1,001 - $15,000
07/18/2023Sale
HLIOHelios Technologies, Inc.Stock
Joint$1,001 - $15,000
07/18/2023Partial Sale
IFNNYInfineon Technologies AGStock
Joint$1,001 - $15,000
07/18/2023Partial Sale
LADLithia Motors, Inc.Stock
Joint$1,001 - $15,000
07/18/2023Partial Sale
LOWLowe's Companies, Inc.Stock
Joint$1,001 - $15,000
07/18/2023Partial Sale
MCKMcKesson CorporationStock
Joint$1,001 - $15,000
07/18/2023Partial Sale
MELIMercadoLibre, Inc.Stock
Joint$1,001 - $15,000
07/18/2023Partial Sale
METAMeta Platforms, Inc. - Class AStock
Joint$1,001 - $15,000
07/18/2023Partial Sale
MSFTMicrosoft CorporationStock
Joint$1,001 - $15,000
07/18/2023Partial Sale
NVDANVIDIA CorporationStock
Joint$1,001 - $15,000
07/18/2023Partial Sale
ORCLOracle CorporationStock
Joint$1,001 - $15,000
07/18/2023Partial Sale
SBUXStarbucks CorporationStock
Joint$1,001 - $15,000
07/18/2023Partial Sale
TSLATesla, Inc.Stock
Joint$1,001 - $15,000
07/18/2023Partial Sale
TXNTexas Instruments IncorporatedStock
Joint$1,001 - $15,000
07/18/2023Partial Sale
UBERUber Technologies, Inc.Stock
Joint$1,001 - $15,000
01/18/2023Purchase
SCHWCharles Schwab CorporationStock
Joint$1,001 - $15,000
07/17/2023Purchase
TXNTexas Instruments IncorporatedStock
Joint$1,001 - $15,000
05/17/2023Partial Sale
PGRProgressive CorporationStock
Joint$1,001 - $15,000
04/17/2023Purchase
ARQTArcutis Biotherapeutics, Inc. - Common stockStock
Joint$1,001 - $15,000
04/17/2023Purchase
CCICrown Castle Inc.Stock
Joint$1,001 - $15,000
04/17/2023Purchase
FISFidelity National Information Services, Inc.Stock
Joint$15,001 - $50,000
04/17/2023Purchase
TWKSThoughtworks Holding, Inc.Stock
Joint$1,001 - $15,000
04/17/2023Purchase
VBTXVeritex Holdings, Inc.Stock
Joint$1,001 - $15,000
02/17/2023Partial Sale
AMDAdvanced Micro Devices, Inc.Stock
Joint$1,001 - $15,000
02/17/2023Partial Sale
DEDeere & CompanyStock
Joint$1,001 - $15,000
02/17/2023Partial Sale
LLYEli Lilly and CompanyStock
Joint$1,001 - $15,000
01/17/2023Partial Sale
ADPAutomatic Data Processing, Inc.Stock
Joint$1,001 - $15,000
01/17/2023Purchase
MELIMercadoLibre, Inc.Stock
Joint$1,001 - $15,000
01/17/2023Purchase
SHOPShopify Inc. Class A Subordinate Voting SharesStock
Joint$1,001 - $15,000
01/17/2023Partial Sale
UNHUnitedHealth Group Incorporated Common StockStock
Joint$1,001 - $15,000
11/16/2023Partial Sale
AZOAutoZone, Inc.Stock
Joint$1,001 - $15,000
11/16/2023Purchase
DASHDoorDash, Inc.Stock
Joint$1,001 - $15,000
11/16/2023Purchase
LLYEli Lilly and CompanyStock
Joint$1,001 - $15,000
11/16/2023Partial Sale
MCKMcKesson CorporationStock
Joint$1,001 - $15,000
10/16/2023Purchase
ADYEYADYEN NV UNSP/ADRStock
Joint$1,001 - $15,000
10/16/2023Purchase
ALGTAllegiant Travel CompanyStock
Joint$1,001 - $15,000
10/16/2023Purchase
ANETArista Networks, Inc.Stock
Joint$1,001 - $15,000
10/16/2023Purchase
BCRXBioCryst Pharmaceuticals, Inc.Stock
Joint$1,001 - $15,000
10/16/2023Purchase
CCICrown Castle Inc.Stock
Joint$1,001 - $15,000
10/16/2023Purchase
DDominion Energy, Inc.Stock
Joint$1,001 - $15,000
10/16/2023Purchase
DAVAEndava plc American Depositary SharesStock
Joint$1,001 - $15,000
10/16/2023Purchase
XNGSYENN Energy Holdings Ltd Unsponsored ADRStock
Joint$1,001 - $15,000
10/16/2023Purchase
EXASExact Sciences CorporationStock
Joint$1,001 - $15,000
10/16/2023Purchase
FANUYFanuc Corporation Unsponsored ADRStock
Joint$1,001 - $15,000
10/16/2023Purchase
FISFidelity National Information Services, Inc.Stock
Joint$1,001 - $15,000
10/16/2023Purchase
FSLRFirst Solar, Inc.Stock
Joint$1,001 - $15,000
10/16/2023Purchase
FOXFFox Factory Holding Corp.Stock
Joint$1,001 - $15,000
10/16/2023Purchase
GMABGenmab A/S - American Depositary SharesStock
Joint$1,001 - $15,000
10/16/2023Purchase
IARTIntegra LifeSciences Holdings CorporationStock
Joint$1,001 - $15,000
10/16/2023Purchase
NCLTYNITORI HOLDINGS CO U/ADRStock
Joint$1,001 - $15,000
10/16/2023Purchase
NVZMYNovozymes A/S Unsponsored American Depositary ReceiptStock
Joint$1,001 - $15,000
10/16/2023Purchase
ONON Semiconductor CorporationStock
Joint$1,001 - $15,000
10/16/2023Purchase
PHRPhreesia, Inc.Stock
Joint$1,001 - $15,000
10/16/2023Purchase
PNGAYPing An InsuranceStock
Joint$1,001 - $15,000
10/16/2023Purchase
RVLVRevolve Group, Inc. Class AStock
Joint$1,001 - $15,000
10/16/2023Purchase
SMNNYSHIMANO INC UNSP/ADRStock
Joint$1,001 - $15,000
10/16/2023Purchase
SGIOYShionogi & Co Ltd Unsponsored ADRStock
Joint$1,001 - $15,000
10/16/2023Purchase
SHLSShoals Technologies Group, Inc. - Class AStock
Joint$1,001 - $15,000
10/16/2023Purchase
SLGNSilgan Holdings Inc.Stock
Joint$1,001 - $15,000
10/16/2023Purchase
SBUXStarbucks CorporationStock
Joint$1,001 - $15,000
10/16/2023Purchase
SHYFThe Shyft Group, Inc.Stock
Joint$1,001 - $15,000
10/16/2023Purchase
TWKSThoughtworks Holding, Inc.Stock
Joint$1,001 - $15,000
10/16/2023Purchase
UTZUtz Brands Inc Class AStock
Joint$1,001 - $15,000
10/16/2023Purchase
VCYTVeracyte, Inc.Stock
Joint$1,001 - $15,000
10/16/2023Purchase
VZVerizon Communications Inc.Stock
Joint$1,001 - $15,000
10/16/2023Purchase
VIAVViavi Solutions Inc.Stock
Joint$1,001 - $15,000
06/16/2023Partial Sale
AAPLApple Inc.Stock
Joint$1,001 - $15,000
06/16/2023Purchase
SCHWCharles Schwab CorporationStock
Joint$1,001 - $15,000
05/16/2023Purchase
AAPLApple Inc.Stock
Joint$1,001 - $15,000
05/16/2023Purchase
MSFTMicrosoft CorporationOption
Joint$1,000,001 - $5,000,000
05/16/2023Sale
MSFTMicrosoft CorporationOption
Joint$1,000,001 - $5,000,000
05/16/2023Partial Sale
RHHBYRoche Holdings AG Basel American Depositary SharesStock
Joint$1,001 - $15,000
05/16/2023Partial Sale
TCEHYTencent Holdings Limited Unsponsored ADR Representing B SharesStock
Joint$1,001 - $15,000
05/16/2023Purchase
TDGTransdigm Group IncorporatedStock
Joint$1,001 - $15,000
03/16/2023Partial Sale
GOOGAlphabet Inc. - Class C Capital StockStock
Joint$1,001 - $15,000
03/16/2023Partial Sale
COPConocoPhillipsStock
Joint$1,001 - $15,000
03/16/2023Partial Sale
CCICrown Castle Inc.Stock
Joint$1,001 - $15,000
03/16/2023Partial Sale
FISFidelity National Information Services, Inc.Stock
Joint$15,001 - $50,000
03/16/2023Partial Sale
PYPLPayPal Holdings, Inc.Stock
Joint$1,001 - $15,000
03/16/2023Partial Sale
TWKSThoughtworks Holding, Inc.Stock
Joint$1,001 - $15,000
03/16/2023Partial Sale
VBTXVeritex Holdings, Inc.Stock
Joint$1,001 - $15,000
11/15/2023Purchase
INTAIntapp, Inc.Stock
Joint$1,001 - $15,000
09/15/2023Sale
ADYEYADYEN NV UNSP/ADRStock
Joint$1,001 - $15,000
09/15/2023Sale
ALGTAllegiant Travel CompanyStock
Joint$1,001 - $15,000
09/15/2023Purchase
GOOGAlphabet Inc. - Class C Capital StockStock
Joint$1,001 - $15,000
09/15/2023Sale
ARQTArcutis Biotherapeutics, Inc. - Common stockStock
Joint$1,001 - $15,000
09/15/2023Partial Sale
AZTAAzenta, Inc.Stock
Joint$1,001 - $15,000
09/15/2023Sale
BCRXBioCryst Pharmaceuticals, Inc.Stock
Joint$1,001 - $15,000
09/15/2023Partial Sale
CCICrown Castle Inc.Stock
Joint$1,001 - $15,000
09/15/2023Sale
CYRXCryoPort, Inc.Stock
Joint$1,001 - $15,000
09/15/2023Sale
CSPCYCSPC PHARMS GRP U/ADRStock
Joint$1,001 - $15,000
09/15/2023Sale
DDominion Energy, Inc.Stock
Joint$15,001 - $50,000
09/15/2023Partial Sale
DAVAEndava plc American Depositary SharesStock
Joint$1,001 - $15,000
09/15/2023Sale
XNGSYENN Energy Holdings Ltd Unsponsored ADRStock
Joint$1,001 - $15,000
09/15/2023Partial Sale
EXASExact Sciences CorporationStock
Joint$1,001 - $15,000
09/15/2023Partial Sale
FANUYFanuc Corporation Unsponsored ADRStock
Joint$1,001 - $15,000
09/15/2023Partial Sale
FISFidelity National Information Services, Inc.Stock
Joint$1,001 - $15,000
09/15/2023Partial Sale
FSLRFirst Solar, Inc.Stock
Joint$1,001 - $15,000
09/15/2023Partial Sale
FOXFFox Factory Holding Corp.Stock
Joint$1,001 - $15,000
09/15/2023Sale
GMABGenmab A/S - American Depositary SharesStock
Joint$1,001 - $15,000
09/15/2023Partial Sale
IARTIntegra LifeSciences Holdings CorporationStock
Joint$1,001 - $15,000
09/15/2023Sale
MRNAModerna, Inc.Stock
Joint$1,001 - $15,000
09/15/2023Partial Sale
NCLTYNITORI HOLDINGS CO U/ADRStock
Joint$1,001 - $15,000
09/15/2023Sale
NVZMYNovozymes A/S Unsponsored American Depositary ReceiptStock
Joint$1,001 - $15,000
09/15/2023Partial Sale
PHRPhreesia, Inc.Stock
Joint$1,001 - $15,000
09/15/2023Sale
PNGAYPing An InsuranceStock
Joint$1,001 - $15,000
09/15/2023Sale
SMNNYSHIMANO INC UNSP/ADRStock
Joint$1,001 - $15,000
09/15/2023Sale
SGIOYShionogi & Co Ltd Unsponsored ADRStock
Joint$1,001 - $15,000
09/15/2023Partial Sale
SHLSShoals Technologies Group, Inc. - Class AStock
Joint$1,001 - $15,000
09/15/2023Partial Sale
SLGNSilgan Holdings Inc.Stock
Joint$1,001 - $15,000
09/15/2023Partial Sale
SBUXStarbucks CorporationStock
Joint$1,001 - $15,000
09/15/2023Sale
SHYFThe Shyft Group, Inc.Stock
Joint$1,001 - $15,000
09/15/2023Sale
TWKSThoughtworks Holding, Inc.Stock
Joint$1,001 - $15,000
09/15/2023Sale
UTZUtz Brands Inc Class AStock
Joint$1,001 - $15,000
09/15/2023Partial Sale
VCYTVeracyte, Inc.Stock
Joint$1,001 - $15,000
09/15/2023Partial Sale
VBTXVeritex Holdings, Inc.Stock
Joint$1,001 - $15,000
09/15/2023Sale
VZVerizon Communications Inc.Stock
Joint$1,001 - $15,000
09/15/2023Partial Sale
VIAVViavi Solutions Inc.Stock
Joint$1,001 - $15,000
08/15/2023Purchase
MSFTMicrosoft CorporationOption
Joint$1,000,001 - $5,000,000
08/15/2023Sale
MSFTMicrosoft CorporationOption
Joint$1,000,001 - $5,000,000
08/15/2023Sale
MSFTMicrosoft CorporationOption
Joint$1,000,001 - $5,000,000
08/15/2023Purchase
MSFTMicrosoft CorporationOption
Joint$1,000,001 - $5,000,000
06/15/2023Purchase
BAPCredicorp Ltd.Stock
Joint$1,001 - $15,000
06/15/2023Partial Sale
FCXFreeport-McMoRan, Inc.Stock
Joint$1,001 - $15,000
05/15/2023Purchase
MSFTMicrosoft CorporationOption
Joint$1,000,001 - $5,000,000
05/15/2023Purchase
MSFTMicrosoft CorporationOption
Joint$1,000,001 - $5,000,000
05/15/2023Purchase
MSFTMicrosoft CorporationOption
Joint$500,001 - $1,000,000
05/15/2023Sale
MSFTMicrosoft CorporationOption
Joint$1,000,001 - $5,000,000
05/15/2023Sale
MSFTMicrosoft CorporationOption
Joint$1,000,001 - $5,000,000
05/15/2023Sale
MSFTMicrosoft CorporationOption
Joint$1,000,001 - $5,000,000
03/15/2023Purchase
MELIMercadoLibre, Inc.Stock
Joint$1,001 - $15,000
12/14/2023Partial Sale
ORCLOracle CorporationStock
Joint$1,001 - $15,000
11/14/2023Purchase
MSFTMicrosoft CorporationOption
Joint$1,000,001 - $5,000,000
11/14/2023Purchase
MSFTMicrosoft CorporationOption
Joint$5,000,001 - $25,000,000
11/14/2023Sale
MSFTMicrosoft CorporationOption
Joint$1,000,001 - $5,000,000
11/14/2023Sale
MSFTMicrosoft CorporationOption
Joint$5,000,001 - $25,000,000
08/14/2023Purchase
GOOGAlphabet Inc. - Class C Capital StockStock
Joint$1,001 - $15,000
07/14/2023Purchase
AORTArtivion, Inc.Stock
Joint$1,001 - $15,000
07/14/2023Purchase
AZTAAzenta, Inc.Stock
Joint$1,001 - $15,000
07/14/2023Purchase
GTLSChart Industries, Inc.Stock
Joint$1,001 - $15,000
07/14/2023Purchase
CSPCYCSPC PHARMS GRP U/ADRStock
Joint$1,001 - $15,000
07/14/2023Purchase
DDominion Energy, Inc.Stock
Joint$1,001 - $15,000
07/14/2023Purchase
FSLRFirst Solar, Inc.Stock
Joint$1,001 - $15,000
07/14/2023Purchase
HSHCYHAIER SMART HOME U/ADRStock
Joint$1,001 - $15,000
07/14/2023Purchase
HMNHorace Mann Educators CorporationStock
Joint$1,001 - $15,000
07/14/2023Purchase
PTENPatterson-UTI Energy, Inc.Stock
Joint$1,001 - $15,000
07/14/2023Purchase
SRPTSarepta Therapeutics, Inc.Stock
Joint$1,001 - $15,000
07/14/2023Partial Sale
SPXCSPX Technologies, Inc.Stock
Joint$1,001 - $15,000
06/14/2023Purchase
BAPCredicorp Ltd.Stock
Joint$1,001 - $15,000
04/14/2023Purchase
SCHWCharles Schwab CorporationStock
Joint$1,001 - $15,000
04/14/2023Purchase
UTZUtz Brands Inc Class AStock
Joint$1,001 - $15,000
03/14/2023Partial Sale
ABCBAmeris BancorpStock
Joint$1,001 - $15,000
03/14/2023Purchase
APPFAppFolio, Inc. - Class AStock
Joint$1,001 - $15,000
03/14/2023Partial Sale
SCHWCharles Schwab CorporationStock
Joint$1,001 - $15,000
03/14/2023Partial Sale
VBTXVeritex Holdings, Inc.Stock
Joint$1,001 - $15,000
02/14/2023Partial Sale
KOCoca-Cola CompanyStock
Joint$1,001 - $15,000
02/14/2023Partial Sale
LLYEli Lilly and CompanyStock
Joint$1,001 - $15,000
02/14/2023Purchase
LRCXLam Research CorporationStock
Joint$1,001 - $15,000
02/14/2023Sale
MSFTMicrosoft CorporationOption
Joint$1,000,001 - $5,000,000
02/14/2023Purchase
MSFTMicrosoft CorporationOption
Joint$1,000,001 - $5,000,000
02/14/2023Purchase
UBERUber Technologies, Inc.Stock
Joint$1,001 - $15,000
11/13/2023Purchase
LLYEli Lilly and CompanyStock
Joint$1,001 - $15,000
11/13/2023Partial Sale
EXASExact Sciences CorporationStock
Joint$1,001 - $15,000
11/13/2023Partial Sale
HCAHCA Healthcare, Inc.Stock
Joint$1,001 - $15,000
11/13/2023Partial Sale
REGNRegeneron Pharmaceuticals, Inc.Stock
Joint$1,001 - $15,000
07/13/2023Purchase
METAMeta Platforms, Inc. - Class AStock
Joint$1,001 - $15,000
07/13/2023Purchase
SPOTSpotify Technology S.A. Ordinary SharesStock
Joint$1,001 - $15,000
07/13/2023Purchase
TSLATesla, Inc.Stock
Joint$1,001 - $15,000
06/13/2023Partial Sale
AORTArtivion, Inc.Stock
Joint$1,001 - $15,000
06/13/2023Partial Sale
AZTAAzenta, Inc.Stock
Joint$1,001 - $15,000
06/13/2023Partial Sale
DDominion Energy, Inc.Stock
Joint$1,001 - $15,000
06/13/2023Partial Sale
FSLRFirst Solar, Inc.Stock
Joint$1,001 - $15,000
06/13/2023Partial Sale
HSHCYHaier Smart Home Co LTD ADROT
Joint$1,001 - $15,000
06/13/2023Partial Sale
HMNHorace Mann Educators CorporationStock
Joint$1,001 - $15,000
06/13/2023Partial Sale
IARTIntegra LifeSciences Holdings CorporationStock
Joint$1,001 - $15,000
06/13/2023Partial Sale
PTENPatterson-UTI Energy, Inc.Stock
Joint$1,001 - $15,000
06/13/2023Partial Sale
CSPCYPharmaceutical GRP LTDOT
Joint$1,001 - $15,000
06/13/2023Sale
SRPTSarepta Therapeutics, Inc.Stock
Joint$1,001 - $15,000
02/13/2023Purchase
AMDAdvanced Micro Devices, Inc.Stock
Joint$1,001 - $15,000
02/13/2023Purchase
AAGIYAIA Group, Ltd. Sponsored American Depository ReceiptStock
Joint$1,001 - $15,000
02/13/2023Purchase
HAIER SMART HOME CO LTD ADROT
Joint$1,001 - $15,000
02/13/2023Sale
MSFTMicrosoft CorporationOption
Joint$250,001 - $500,000
02/13/2023Sale
MSFTMicrosoft CorporationOption
Joint$1,000,001 - $5,000,000
02/13/2023Sale
MSFTMicrosoft CorporationOption
Joint$500,001 - $1,000,000
02/13/2023Purchase
MSFTMicrosoft CorporationOption
Joint$1,000,001 - $5,000,000
02/13/2023Sale
MSFTMicrosoft CorporationOption
Joint$500,001 - $1,000,000
02/13/2023Purchase
MSFTMicrosoft CorporationOption
Joint$500,001 - $1,000,000
02/13/2023Purchase
MDBMongoDB, Inc. - Class AStock
Joint$1,001 - $15,000
02/13/2023Purchase
UBERUber Technologies, Inc.Stock
Joint$1,001 - $15,000
01/13/2023Partial Sale
AAPLApple Inc.Stock
Joint$1,001 - $15,000
01/13/2023Partial Sale
AZOAutoZone, Inc.Stock
Joint$1,001 - $15,000
01/13/2023Partial Sale
KOCoca-Cola CompanyStock
Joint$1,001 - $15,000
01/13/2023Purchase
CRMSalesforce, Inc.Stock
Joint$1,001 - $15,000
09/12/2023Partial Sale
ATLKYAtlas Copco Ab Sponsored ADR repstg Class AStock
Joint$1,001 - $15,000
09/12/2023Sale
DXCMDexCom, Inc.Stock
Joint$1,001 - $15,000
09/12/2023Purchase
LLYEli Lilly and CompanyStock
Joint$1,001 - $15,000
09/12/2023Partial Sale
FMXFomento Economico Mexicano S.A.B. de C.V.Stock
Joint$1,001 - $15,000
09/12/2023Purchase
LRLCYL'Oreal Co. American Depositary SharesStock
Joint$1,001 - $15,000
06/12/2023Partial Sale
GOOGAlphabet Inc. - Class C Capital StockStock
Joint$1,001 - $15,000
06/12/2023Purchase
SCHWCharles Schwab CorporationStock
Joint$1,001 - $15,000
06/12/2023Partial Sale
HLIOHelios Technologies, Inc.Stock
Joint$1,001 - $15,000
06/12/2023Purchase
METAMeta Platforms, Inc. - Class AStock
Joint$1,001 - $15,000
05/12/2023Purchase
FSLRFirst Solar, Inc.Stock
Joint$1,001 - $15,000
05/12/2023Sale
PYPLPayPal Holdings, Inc.Stock
Joint$1,001 - $15,000
05/12/2023Partial Sale
SHWSherwin-Williams CompanyStock
Joint$1,001 - $15,000
05/12/2023Partial Sale
UPSUnited Parcel Service, Inc.Stock
Joint$1,001 - $15,000
04/12/2023Purchase
AMGNAmgen Inc.Stock
Joint$1,001 - $15,000
04/12/2023Partial Sale
COPConocoPhillipsStock
Joint$1,001 - $15,000
01/12/2023Purchase
MAMastercard IncorporatedStock
Joint$1,001 - $15,000
01/12/2023Purchase
ROKRockwell Automation, Inc.Stock
Joint$1,001 - $15,000
12/11/2023Partial Sale
ALGMAllegro MicroSystems, Inc.Stock
Joint$1,001 - $15,000
12/11/2023Sale
ALNYAlnylam Pharmaceuticals, Inc.Stock
Joint$1,001 - $15,000
12/11/2023Partial Sale
GTLSChart Industries, Inc.Stock
Joint$1,001 - $15,000
12/11/2023Sale
BAPCredicorp Ltd.Stock
Joint$1,001 - $15,000
12/11/2023Purchase
DHID.R. Horton, Inc.Stock
Joint$1,001 - $15,000
12/11/2023Purchase
EWEdwards Lifesciences CorporationStock
Joint$1,001 - $15,000
12/11/2023Sale
XNGSYENN Energy Holdings Ltd Unsponsored ADRStock
Joint$1,001 - $15,000
12/11/2023Sale
HSHCYHAIER SMART HOME U/ADRStock
Joint$1,001 - $15,000
12/11/2023Partial Sale
HELEHelen of Troy LimitedStock
Joint$1,001 - $15,000
12/11/2023Partial Sale
LOWLowe's Companies, Inc.Stock
Joint$1,001 - $15,000
12/11/2023Partial Sale
OCFCOceanFirst Financial Corp.Stock
Joint$1,001 - $15,000
12/11/2023Sale
ONON Semiconductor CorporationStock
Joint$1,001 - $15,000
12/11/2023Partial Sale
PTENPatterson-UTI Energy, Inc.Stock
Joint$1,001 - $15,000
12/11/2023Partial Sale
PYCRPaycor HCM, Inc.Stock
Joint$1,001 - $15,000
12/11/2023Sale
PNGAYPing An InsuranceStock
Joint$1,001 - $15,000
12/11/2023Sale
SSDOYShiseido Co Ltd Ord American Depositary SharesStock
Joint$1,001 - $15,000
12/11/2023Sale
SHLSShoals Technologies Group, Inc. - Class AStock
Joint$1,001 - $15,000
10/11/2023Partial Sale
GOOGAlphabet Inc. - Class C Capital StockStock
Joint$1,001 - $15,000
10/11/2023Purchase
DCODucommun IncorporatedStock
Joint$1,001 - $15,000
10/11/2023Purchase
LLYEli Lilly and CompanyStock
Joint$1,001 - $15,000
10/11/2023Partial Sale
LOWLowe's Companies, Inc.Stock
Joint$1,001 - $15,000
10/11/2023Partial Sale
MSFTMicrosoft CorporationStock
Joint$1,001 - $15,000
10/11/2023Partial Sale
TSLATesla, Inc.Stock
Joint$1,001 - $15,000
10/11/2023Partial Sale
UFPIUFP Industries, Inc.Stock
Joint$1,001 - $15,000
09/11/2023Partial Sale
NVDANVIDIA CorporationStock
Joint$1,001 - $15,000
07/11/2023Purchase
REGNRegeneron Pharmaceuticals, Inc.Stock
Joint$1,001 - $15,000
05/11/2023Purchase
MAMastercard IncorporatedStock
Joint$1,001 - $15,000
01/11/2023Partial Sale
ALIZYAllianz SE ADROT
Joint$1,001 - $15,000
01/11/2023Purchase
AAPLApple Inc.Stock
Joint$1,001 - $15,000
01/11/2023Purchase
ADPAutomatic Data Processing, Inc.Stock
Joint$1,001 - $15,000
01/11/2023Partial Sale
BHPBHP Group Limited American Depositary SharesStock
Joint$1,001 - $15,000
01/11/2023Partial Sale
BLKBlackRock, Inc.Stock
Joint$1,001 - $15,000
01/11/2023Partial Sale
CINFCincinnati Financial CorporationStock
Joint$1,001 - $15,000
01/11/2023Partial Sale
CSCOCisco Systems, Inc.Stock
Joint$1,001 - $15,000
01/11/2023Purchase
COPConocoPhillipsStock
Joint$1,001 - $15,000
01/11/2023Partial Sale
DBSDYDbs Group Holdings Ltd Ord American Depositary SharesStock
Joint$1,001 - $15,000
01/11/2023Purchase
DEDeere & CompanyStock
Joint$1,001 - $15,000
01/11/2023Purchase
LLYEli Lilly and CompanyStock
Joint$1,001 - $15,000
01/11/2023Purchase
ETSYEtsy, Inc.Stock
Joint$1,001 - $15,000
01/11/2023Partial Sale
FASTFastenal CompanyStock
Joint$1,001 - $15,000
01/11/2023Purchase
FISFidelity National Information Services, Inc.Stock
Joint$1,001 - $15,000
01/11/2023Purchase
FCXFreeport-McMoRan, Inc.Stock
Joint$1,001 - $15,000
01/11/2023Partial Sale
GMEDGlobus Medical, Inc. Class AStock
Joint$1,001 - $15,000
01/11/2023Partial Sale
HLIHoulihan Lokey, Inc. Class AStock
Joint$1,001 - $15,000
01/11/2023Partial Sale
ICFIICF International, Inc.Stock
Joint$1,001 - $15,000
01/11/2023Purchase
IBMInternational Business Machines CorporationStock
Joint$1,001 - $15,000
01/11/2023Partial Sale
JNJJohnson & JohnsonStock
Joint$1,001 - $15,000
01/11/2023Partial Sale
LRCXLam Research CorporationStock
Joint$1,001 - $15,000
01/11/2023Partial Sale
MTSIMACOM Technology Solutions Holdings, Inc.Stock
Joint$1,001 - $15,000
01/11/2023Partial Sale
MRKMerck & Company, Inc. Common StockStock
Joint$1,001 - $15,000
01/11/2023Purchase
MNSTMonster Beverage CorporationStock
Joint$1,001 - $15,000
01/11/2023Partial Sale
MSCIMSCI IncStock
Joint$1,001 - $15,000
01/11/2023Purchase
NFLXNetflix, Inc.Stock
Joint$1,001 - $15,000
01/11/2023Purchase
ORCLOracle CorporationStock
Joint$1,001 - $15,000
01/11/2023Partial Sale
PAYXPaychex, Inc.Stock
Joint$1,001 - $15,000
01/11/2023Partial Sale
TCEHYTencent Holdings Limited Unsponsored ADR Representing B SharesStock
Joint$1,001 - $15,000
01/11/2023Partial Sale
TMOThermo Fisher Scientific IncStock
Joint$1,001 - $15,000
11/10/2023Partial Sale
GOOGAlphabet Inc. - Class C Capital StockStock
Joint$1,001 - $15,000
08/10/2023Purchase
FOXFFox Factory Holding Corp.Stock
Joint$1,001 - $15,000
08/10/2023Partial Sale
NVDANVIDIA CorporationStock
Joint$1,001 - $15,000
08/10/2023Purchase
SHLSShoals Technologies Group, Inc. - Class AStock
Joint$1,001 - $15,000
08/10/2023Partial Sale
SPXCSPX Technologies, Inc.Stock
Joint$1,001 - $15,000
08/10/2023Sale
TPRTapestry, Inc.Stock
Joint$1,001 - $15,000
05/10/2023Partial Sale
ADBEAdobe Inc.Stock
Joint$1,001 - $15,000
04/10/2023Partial Sale
AZOAutoZone, Inc.Stock
Joint$1,001 - $15,000
04/10/2023Purchase
FOXFFox Factory Holding Corp.Stock
Joint$1,001 - $15,000
04/10/2023Partial Sale
LOWLowe's Companies, Inc.Stock
Joint$1,001 - $15,000
04/10/2023Partial Sale
MAMastercard IncorporatedStock
Joint$1,001 - $15,000
04/10/2023Purchase
MSFTMicrosoft CorporationStock
Joint$1,001 - $15,000
04/10/2023Partial Sale
MNSTMonster Beverage CorporationStock
Joint$1,001 - $15,000
04/10/2023Partial Sale
MSMorgan StanleyStock
Joint$1,001 - $15,000
03/10/2023Partial Sale
LRLCYL'Oreal Co. American Depositary SharesStock
Joint$1,001 - $15,000
03/10/2023Sale
WDSWoodside Energy Group Limited American Depositary Shares, each representing one Ordinary ShareStock
Joint$1,001 - $15,000
02/10/2023Purchase
ADBEAdobe Inc.Stock
Joint$1,001 - $15,000
02/10/2023Partial Sale
AZOAutoZone, Inc.Stock
Joint$1,001 - $15,000
02/10/2023Partial Sale
DEDeere & CompanyStock
Joint$1,001 - $15,000
02/10/2023Purchase
WDAYWorkday, Inc. - Class AStock
Joint$1,001 - $15,000
11/09/2023Partial Sale
ASMLASML Holding N.V. - New York Registry SharesStock
Joint$1,001 - $15,000
11/09/2023Partial Sale
MNSTMonster Beverage CorporationStock
Joint$1,001 - $15,000
10/09/2023Purchase
JBLJabil Inc.Stock
Joint$1,001 - $15,000
05/09/2023Purchase
LLYEli Lilly and CompanyStock
Joint$1,001 - $15,000
05/09/2023Purchase
NVDANVIDIA CorporationStock
Joint$1,001 - $15,000
03/09/2023Sale
SIVBSVB Financial GroupStock
Joint$1,001 - $15,000
03/09/2023Purchase
TSMTaiwan Semiconductor Manufacturing Company Ltd.Stock
Joint$1,001 - $15,000
11/08/2023Sale
ABBVAbbVie Inc.Stock
Joint$1,001 - $15,000
11/08/2023Purchase
ADBEAdobe Inc.Stock
Joint$1,001 - $15,000
11/08/2023Partial Sale
CRMSalesforce, Inc.Stock
Joint$1,001 - $15,000
11/08/2023Purchase
NOWServiceNow, Inc.Stock
Joint$1,001 - $15,000
05/08/2023Partial Sale
ABNBAirbnb, Inc. - Class AStock
Joint$1,001 - $15,000
05/08/2023Partial Sale
SCHWCharles Schwab CorporationStock
Joint$1,001 - $15,000
05/08/2023Sale
ETSYEtsy, Inc.Stock
Joint$1,001 - $15,000
05/08/2023Purchase
NVDANVIDIA CorporationStock
Joint$1,001 - $15,000
05/08/2023Purchase
SBUXStarbucks CorporationStock
Joint$1,001 - $15,000
02/08/2023Partial Sale
GMEDGlobus Medical, Inc. Class AStock
Joint$1,001 - $15,000
02/08/2023Partial Sale
PFGCPerformance Food Group CompanyStock
Joint$1,001 - $15,000
12/07/2023Purchase
BNTXBioNTech SE - American Depositary SharesStock
Joint$1,001 - $15,000
09/07/2023Purchase
MAMastercard IncorporatedStock
Joint$1,001 - $15,000
08/07/2023Partial Sale
AAPLApple Inc.Stock
Joint$15,001 - $50,000
08/07/2023Purchase
NFLXNetflix, Inc.Stock
Joint$1,001 - $15,000
07/07/2023Partial Sale
ASMLASML Holding N.V. - New York Registry SharesStock
Joint$1,001 - $15,000
07/07/2023Partial Sale
CTSHCognizant Technology Solutions Corporation - Class AStock
Joint$1,001 - $15,000
07/07/2023Partial Sale
DEDeere & CompanyStock
Joint$1,001 - $15,000
07/07/2023Partial Sale
EFXEquifax, Inc.Stock
Joint$1,001 - $15,000
07/07/2023Partial Sale
MSFTMicrosoft CorporationStock
Joint$1,001 - $15,000
07/07/2023Partial Sale
MSMorgan StanleyStock
Joint$1,001 - $15,000
02/07/2023Partial Sale
ABBVAbbVie Inc.Stock
Joint$1,001 - $15,000
02/07/2023Partial Sale
KOCoca-Cola CompanyStock
Joint$1,001 - $15,000
02/07/2023Partial Sale
LLYEli Lilly and CompanyStock
Joint$1,001 - $15,000
02/07/2023Purchase
UBERUber Technologies, Inc.Stock
Joint$1,001 - $15,000
12/06/2023Purchase
BNTXBioNTech SE - American Depositary SharesStock
Joint$1,001 - $15,000
12/06/2023Sale
FANUYFanuc Corporation Unsponsored ADRStock
Joint$1,001 - $15,000
12/06/2023Purchase
SONYSony Group Corporation American Depositary SharesStock
Joint$1,001 - $15,000
09/06/2023Partial Sale
RBCRBC Bearings IncorporatedStock
Joint$1,001 - $15,000
06/06/2023Partial Sale
MNSTMonster Beverage CorporationStock
Joint$1,001 - $15,000
06/06/2023Purchase
NFLXNetflix, Inc.Stock
Joint$1,001 - $15,000
06/06/2023Purchase
SHOPShopify Inc. Class A Subordinate Voting SharesStock
Joint$1,001 - $15,000
04/06/2023Purchase
AAPLApple Inc.Stock
Joint$1,001 - $15,000
04/06/2023Sale
ENPHEnphase Energy, Inc.Stock
Joint$1,001 - $15,000
04/06/2023Purchase
FSLRFirst Solar, Inc.Stock
Joint$1,001 - $15,000
03/06/2023Purchase
ABBVAbbVie Inc.Stock
Joint$1,001 - $15,000
03/06/2023Purchase
ALGNAlign Technology, Inc.Stock
Joint$1,001 - $15,000
03/06/2023Partial Sale
GOOGAlphabet Inc. - Class C Capital StockStock
Joint$1,001 - $15,000
03/06/2023Partial Sale
AMGNAmgen Inc.Stock
Joint$1,001 - $15,000
03/06/2023Partial Sale
AAPLApple Inc.Stock
Joint$1,001 - $15,000
03/06/2023Purchase
ASMLASML Holding N.V. - New York Registry SharesStock
Joint$1,001 - $15,000
03/06/2023Partial Sale
SCHWCharles Schwab CorporationStock
Joint$1,001 - $15,000
03/06/2023Sale
KOCoca-Cola CompanyStock
Joint$1,001 - $15,000
03/06/2023Partial Sale
COPConocoPhillipsStock
Joint$1,001 - $15,000
03/06/2023Partial Sale
LLYEli Lilly and CompanyStock
Joint$1,001 - $15,000
03/06/2023Partial Sale
LOWLowe's Companies, Inc.Stock
Joint$1,001 - $15,000
03/06/2023Partial Sale
MCKMcKesson CorporationStock
Joint$1,001 - $15,000
03/06/2023Purchase
MELIMercadoLibre, Inc.Stock
Joint$1,001 - $15,000
03/06/2023Purchase
MSMorgan StanleyStock
Joint$1,001 - $15,000
03/06/2023Purchase
NFLXNetflix, Inc.Stock
Joint$1,001 - $15,000
03/06/2023Purchase
NVDANVIDIA CorporationStock
Joint$1,001 - $15,000
03/06/2023Partial Sale
REGNRegeneron Pharmaceuticals, Inc.Stock
Joint$1,001 - $15,000
03/06/2023Purchase
SRPTSarepta Therapeutics, Inc.Stock
Joint$1,001 - $15,000
02/06/2023Purchase
NFLXNetflix, Inc.Stock
Joint$1,001 - $15,000
02/06/2023Sale
VRSKVerisk Analytics, Inc.Stock
Joint$1,001 - $15,000
12/05/2023Purchase
BNTXBioNTech SE - American Depositary SharesStock
Joint$1,001 - $15,000
12/05/2023Sale
PPRUYKering Unsponsored ADRStock
Joint$1,001 - $15,000
12/05/2023Partial Sale
LZAGYLonza Group Ag Zuerich Unsponsored ADRStock
Joint$1,001 - $15,000
12/05/2023Partial Sale
SBGSYSchneider Electric SE Unsponsored ADRStock
Joint$1,001 - $15,000
05/05/2023Partial Sale
DEDeere & CompanyStock
Joint$1,001 - $15,000
05/05/2023Purchase
LLYEli Lilly and CompanyStock
Joint$1,001 - $15,000
05/05/2023Partial Sale
MSMorgan StanleyStock
Joint$1,001 - $15,000
04/05/2023Purchase
CHXChampionX CorporationStock
Joint$1,001 - $15,000
04/05/2023Sale
CHDNChurchill Downs, IncorporatedStock
Joint$1,001 - $15,000
12/04/2023Purchase
CELHCelsius Holdings, Inc.Stock
Joint$1,001 - $15,000
12/04/2023Partial Sale
MNSTMonster Beverage CorporationStock
Joint$1,001 - $15,000
05/04/2023Purchase
NVDANVIDIA CorporationStock
Joint$1,001 - $15,000
01/04/2023Sale
MSFTMicrosoft CorporationOption
Joint$500,001 - $1,000,000
01/04/2023Sale
MSFTMicrosoft CorporationOption
Joint$250,001 - $500,000
01/04/2023Purchase
MSFTMicrosoft CorporationOption
Joint$500,001 - $1,000,000
01/04/2023Purchase
MSFTMicrosoft CorporationOption
Joint$500,001 - $1,000,000
01/04/2023Purchase
MSFTMicrosoft CorporationOption
Joint$250,001 - $500,000
05/03/2023Purchase
LLYEli Lilly and CompanyStock
Joint$1,001 - $15,000
05/03/2023Partial Sale
FCXFreeport-McMoRan, Inc.Stock
Joint$1,001 - $15,000
05/03/2023Partial Sale
UPSUnited Parcel Service, Inc.Stock
Joint$1,001 - $15,000
04/03/2023Purchase
APPFAppFolio, Inc. - Class AStock
Joint$1,001 - $15,000
04/03/2023Partial Sale
NFLXNetflix, Inc.Stock
Joint$1,001 - $15,000
04/03/2023Partial Sale
NVDANVIDIA CorporationStock
Joint$1,001 - $15,000
04/03/2023Partial Sale
ORCLOracle CorporationStock
Joint$1,001 - $15,000
02/03/2023Sale
ADPAutomatic Data Processing, Inc.Stock
Joint$1,001 - $15,000
02/03/2023Partial Sale
LLYEli Lilly and CompanyStock
Joint$1,001 - $15,000
02/03/2023Purchase
METAMeta Platforms, Inc. - Class AStock
Joint$1,001 - $15,000
02/03/2023Purchase
PYPLPayPal Holdings, Inc.Stock
Joint$1,001 - $15,000
02/03/2023Sale
UNHUnitedHealth Group Incorporated Common StockStock
Joint$1,001 - $15,000
11/02/2023Purchase
CELHCelsius Holdings, Inc.Stock
Joint$1,001 - $15,000
05/02/2023Sale
COFCapital One Financial CorporationStock
Joint$1,001 - $15,000
02/02/2023Purchase
ADBEAdobe Inc.Stock
Joint$1,001 - $15,000
12/01/2023Partial Sale
GOOGAlphabet Inc. - Class C Capital StockStock
Joint$1,001 - $15,000
12/01/2023Purchase
CRMSalesforce, Inc.Stock
Joint$1,001 - $15,000
12/01/2023Purchase
COCOThe Vita Coco Company, Inc.Stock
Joint$1,001 - $15,000
11/01/2023Purchase
ANETArista Networks, Inc.Stock
Joint$1,001 - $15,000
06/01/2023Partial Sale
AZOAutoZone, Inc.Stock
Joint$1,001 - $15,000
06/01/2023Purchase
MSFTMicrosoft CorporationStock
Joint$1,001 - $15,000
05/01/2023Partial Sale
ADBEAdobe Inc.Stock
Joint$1,001 - $15,000
05/01/2023Partial Sale
AMDAdvanced Micro Devices, Inc.Stock
Joint$1,001 - $15,000
05/01/2023Partial Sale
GOOGAlphabet Inc. - Class C Capital StockStock
Joint$1,001 - $15,000
05/01/2023Sale
AMGNAmgen Inc.Stock
Joint$1,001 - $15,000
05/01/2023Purchase
AVGOBroadcom Inc.Stock
Joint$1,001 - $15,000
05/01/2023Purchase
LLYEli Lilly and CompanyStock
Joint$1,001 - $15,000
05/01/2023Partial Sale
EXASExact Sciences CorporationStock
Joint$1,001 - $15,000
05/01/2023Purchase
ISRGIntuitive Surgical, Inc.Stock
Joint$1,001 - $15,000
05/01/2023Partial Sale
MDBMongoDB, Inc. - Class AStock
Joint$1,001 - $15,000
05/01/2023Partial Sale
ORCLOracle CorporationStock
Joint$1,001 - $15,000
05/01/2023Partial Sale
SHOPShopify Inc. Class A Subordinate Voting SharesStock
Joint$1,001 - $15,000
05/01/2023Partial Sale
TXNTexas Instruments IncorporatedStock
Joint$1,001 - $15,000
05/01/2023Partial Sale
TTDThe Trade Desk, Inc. - Class AStock
Joint$1,001 - $15,000
02/01/2023Partial Sale
IBNICICI Bank LimitedStock
Joint$1,001 - $15,000
03/31/2022Purchase
TXNTexas Instruments IncorporatedStock
Joint$1,001 - $15,000
03/31/2022Sale
ULUnilever PLCStock
Joint$1,001 - $15,000
01/31/2022Partial Sale
Advanced Micro devices, Inc. (AMd)Stock
Joint$1,001 - $15,000
01/31/2022Partial Sale
ALGNAlign Technology, Inc.Stock
Joint$1,001 - $15,000
01/31/2022Partial Sale
boot barn Holdings, Inc. (bOOT)Stock
Joint$1,001 - $15,000
01/31/2022Purchase
KOCoca-Cola CompanyStock
Joint$1,001 - $15,000
01/31/2022Partial Sale
NVIdIA Corporation (NVdA)Stock
Joint$1,001 - $15,000
01/31/2022Partial Sale
TSLATesla, Inc.Stock
Joint$1,001 - $15,000
12/30/2022Partial Sale
CSPCYPharmaceutical GRP LTDOT
Joint$1,001 - $15,000
06/30/2022Purchase
DFKCYDaifuku Co., Ltd ADROT
Joint$1,001 - $15,000
03/30/2022Partial Sale
TSMTaiwan Semiconductor Manufacturing Company Ltd.Stock
Joint$1,001 - $15,000
03/30/2022Partial Sale
ULUnilever PLCStock
Joint$1,001 - $15,000
07/29/2022Purchase
ALIZYAllianz SE ADROT
Self$1,001 - $15,000
07/29/2022Partial Sale
DEDeere & CompanyStock
Self$1,001 - $15,000
07/29/2022Purchase
UNH1 UnitedHealth Group Incorporated Common StockStock
Self$1,001 - $15,000
06/29/2022Purchase
DFKCYDaifuku Co., Ltd ADROT
Joint$1,001 - $15,000
06/29/2022Sale
DEODiageo plcStock
Joint$1,001 - $15,000
06/29/2022Purchase
PPRUYKering Unsponsored ADRStock
Joint$1,001 - $15,000
06/29/2022Partial Sale
NSRGYNestle SA Sponsored ADR representing Registered Shares Series BStock
Joint$1,001 - $15,000
03/29/2022Purchase
CTSHCognizant Technology Solutions Corporation - Class AStock
Joint$1,001 - $15,000
03/29/2022Purchase
LLYEli Lilly and CompanyStock
Joint$1,001 - $15,000
09/28/2022Purchase
ALNYAlnylam Pharmaceuticals, Inc.Stock
Joint$1,001 - $15,000
09/28/2022Partial Sale
DXCMDexCom, Inc.Stock
Joint$1,001 - $15,000
09/28/2022Partial Sale
HCAHCA Healthcare, Inc.Stock
Joint$1,001 - $15,000
09/28/2022Partial Sale
ORCLOracle CorporationStock
Joint$1,001 - $15,000
09/28/2022Purchase
UNHUnitedHealth Group Incorporated Common StockStock
Joint$1,001 - $15,000
06/28/2022Partial Sale
DEODiageo plcStock
Joint$1,001 - $15,000
06/28/2022Purchase
PPRUYKering Unsponsored ADRStock
Joint$1,001 - $15,000
06/28/2022Purchase
MFCManulife Financial CorporationStock
Joint$1,001 - $15,000
06/28/2022Partial Sale
NSRGYNestle SA Sponsored ADR representing Registered Shares Series BStock
Joint$1,001 - $15,000
04/28/2022Sale
ALGNAlign Technology, Inc.Stock
Joint$1,001 - $15,000
04/28/2022Purchase
COPConocoPhillipsStock
Joint$1,001 - $15,000
04/28/2022Purchase
LLYEli Lilly and CompanyStock
Joint$1,001 - $15,000
02/28/2022Purchase
FISFidelity National Information Services, Inc.Stock
Joint$1,001 - $15,000
02/28/2022Sale
INTCIntel CorporationStock
Joint$15,001 - $50,000
02/28/2022Purchase
VZVerizon Communications Inc.Stock
Joint$1,001 - $15,000
01/28/2022Purchase
AbbVie Inc. (AbbV)Stock
Joint$1,001 - $15,000
01/28/2022Partial Sale
FCXFreeport-McMoRan, Inc.Stock
Joint$1,001 - $15,000
01/28/2022Partial Sale
NFLXNetflix, Inc.Stock
Joint$1,001 - $15,000
01/28/2022Purchase
PNGAYPing An InsuranceStock
Joint$1,001 - $15,000
10/27/2022Partial Sale
GOOGAlphabet Inc. - Class C Capital StockStock
Joint$1,001 - $15,000
10/27/2022Sale
FBMeta Platforms, Inc. - Class AStock
Joint$1,001 - $15,000
10/27/2022Partial Sale
MSFTMicrosoft CorporationStock
Joint$1,001 - $15,000
09/27/2022Purchase
FLYWFlywire Corporation - VotingStock
Joint$1,001 - $15,000
09/27/2022Partial Sale
MGYMagnolia Oil & Gas Corporation Class AStock
Joint$1,001 - $15,000
09/27/2022Purchase
Shimano Inc. ADROT
Joint$1,001 - $15,000
07/27/2022Partial Sale
GOOG1 Alphabet Inc. - Class C Capital StockStock
Self$1,001 - $15,000
05/27/2022Purchase
NVDANVIDIA CorporationStock
Joint$1,001 - $15,000
04/27/2022Purchase
CTSHCognizant Technology Solutions Corporation - Class AStock
Joint$1,001 - $15,000
04/27/2022Partial Sale
MSMorgan StanleyStock
Joint$1,001 - $15,000
09/26/2022Purchase
ADPAutomatic Data Processing, Inc.Stock
Joint$1,001 - $15,000
09/26/2022Purchase
Shimano Inc. ADROT
Joint$1,001 - $15,000
08/26/2022Partial Sale
AAPLApple Inc.Stock
Joint$1,001 - $15,000
05/26/2022Purchase
IBMInternational Business Machines CorporationStock
Joint$1,001 - $15,000
05/26/2022Purchase
MARMarriott International - Class AStock
Joint$1,001 - $15,000
05/26/2022Partial Sale
STAGStag Industrial, Inc.Stock
Joint$1,001 - $15,000
05/26/2022Purchase
TSLATesla, Inc.Stock
Joint$1,001 - $15,000
01/26/2022Partial Sale
Advanced Micro devices, Inc. (AMd)Stock
Joint$1,001 - $15,000
01/26/2022Partial Sale
ASMLASML Holding N.V. - New York Registry SharesStock
Joint$1,001 - $15,000
01/26/2022Partial Sale
ELEstee Lauder Companies, Inc.Stock
Joint$1,001 - $15,000
01/26/2022Purchase
FISFidelity National Information Services, Inc.Stock
Joint$1,001 - $15,000
01/26/2022Sale
Franklin Resources, Inc. (bEN)Stock
Joint$1,001 - $15,000
01/26/2022Partial Sale
ISRGIntuitive Surgical, Inc.Stock
Joint$1,001 - $15,000
01/26/2022Partial Sale
LRCXLam Research CorporationStock
Joint$1,001 - $15,000
01/26/2022Partial Sale
NVIdIA Corporation (NVdA)Stock
Joint$1,001 - $15,000
01/26/2022Partial Sale
SNAPSnap Inc. Class AStock
Joint$1,001 - $15,000
01/26/2022Partial Sale
TSLATesla, Inc.Stock
Joint$1,001 - $15,000
10/25/2022Partial Sale
AAPLApple Inc.Stock
Joint$1,001 - $15,000
07/25/2022Partial Sale
NOVT1 Novanta Inc. - Common SharesStock
Self$1,001 - $15,000
01/25/2022Purchase
FISFidelity National Information Services, Inc.Stock
Joint$1,001 - $15,000
01/25/2022Partial Sale
Franklin Resources, Inc. (bEN)Stock
Joint$1,001 - $15,000
01/25/2022Purchase
MSFTMicrosoft CorporationOption
Joint$50,001 - $100,000
10/24/2022Purchase
DEDeere & CompanyStock
Joint$1,001 - $15,000
01/24/2022Purchase
ORCLOracle CorporationStock
Joint$1,001 - $15,000
12/23/2022Partial Sale
SUPNSupernus Pharmaceuticals, Inc.Stock
Joint$1,001 - $15,000
06/23/2022Purchase
UNHUnitedHealth Group Incorporated Common StockStock
Joint$1,001 - $15,000
05/23/2022Purchase
COPConocoPhillipsStock
Joint$1,001 - $15,000
02/23/2022Purchase
KOCoca-Cola CompanyStock
Joint$1,001 - $15,000
02/23/2022Partial Sale
TXNTexas Instruments IncorporatedStock
Joint$1,001 - $15,000
07/22/2022Purchase
HELE1 Helen of Troy LimitedStock
Self$1,001 - $15,000
07/22/2022Partial Sale
MEDP1 Medpace Holdings, Inc.Stock
Self$1,001 - $15,000
07/22/2022Partial Sale
RBA1 Ritchie Bros. Auctioneers IncorporatedStock
Self$1,001 - $15,000
11/21/2022Purchase
TWKSThoughtworks Holding, Inc.Stock
Joint$1,001 - $15,000
10/21/2022Partial Sale
BXBlackstone Inc.Stock
Joint$1,001 - $15,000
10/21/2022Partial Sale
TSLATesla, Inc.Stock
Joint$1,001 - $15,000
09/21/2022Partial Sale
PCTYPaylocity Holding CorporationStock
Joint$1,001 - $15,000
07/21/2022Purchase
CRM1 Salesforce, Inc.Stock
Self$1,001 - $15,000
06/21/2022Partial Sale
AVNTAvient CorporationStock
Joint$1,001 - $15,000
06/21/2022Partial Sale
HCAHCA Healthcare, Inc.Stock
Joint$1,001 - $15,000
06/21/2022Purchase
ITTITT Inc.Stock
Joint$1,001 - $15,000
06/21/2022Sale
LHCGLHC Group - common stockStock
Joint$1,001 - $15,000
06/21/2022Partial Sale
SKYSkyline Champion CorporationStock
Joint$1,001 - $15,000
06/21/2022Partial Sale
TXRHTexas Roadhouse, Inc.Stock
Joint$1,001 - $15,000
06/21/2022Purchase
UNHUnitedHealth Group Incorporated Common StockStock
Joint$1,001 - $15,000
06/21/2022Purchase
VBTXVeritex Holdings, Inc.Stock
Joint$1,001 - $15,000
04/21/2022Purchase
CHXChampionX CorporationStock
Joint$1,001 - $15,000
04/21/2022Partial Sale
MGYMagnolia Oil & Gas Corporation Class AStock
Joint$1,001 - $15,000
04/21/2022Purchase
PTENPatterson-UTI Energy, Inc.Stock
Joint$1,001 - $15,000
04/21/2022Purchase
SSDOYShiseido Co Ltd Ord American Depositary SharesStock
Joint$1,001 - $15,000
04/21/2022Partial Sale
UNICYUnicharm Corp Sponsored ADRStock
Joint$1,001 - $15,000
12/20/2022Purchase
ADPAutomatic Data Processing, Inc.Stock
Joint$1,001 - $15,000
10/20/2022Sale
CCXIChemoCentryx, Inc.Stock
Joint$1,001 - $15,000
10/20/2022Partial Sale
EFXEquifax, Inc.Stock
Joint$1,001 - $15,000
07/20/2022Partial Sale
GOOGADR stock Alphabet Inc. - Class C Capital StockStock
Self$1,001 - $15,000
04/20/2022Sale
MTCHMatch Group, Inc.Stock
Joint$1,001 - $15,000
04/20/2022Partial Sale
FBMeta Platforms, Inc. - Class AStock
Joint$1,001 - $15,000
01/20/2022Partial Sale
PATKPatrick Industries, Inc.Stock
Joint$1,001 - $15,000
10/19/2022Purchase
ABNBAirbnb, Inc. - Class AStock
Joint$1,001 - $15,000
10/19/2022Purchase
AMGNAmgen Inc.Stock
Joint$1,001 - $15,000
10/19/2022Purchase
AAPLApple Inc.Stock
Joint$1,001 - $15,000
10/19/2022Purchase
LLYEli Lilly and CompanyStock
Joint$1,001 - $15,000
10/19/2022Purchase
REGNRegeneron Pharmaceuticals, Inc.Stock
Joint$1,001 - $15,000
10/19/2022Purchase
TTDThe Trade Desk, Inc. - Class AStock
Joint$1,001 - $15,000
07/19/2022Purchase
IBM1 International Business Machines CorporationStock
Self$1,001 - $15,000
04/19/2022Purchase
APDAir Products and Chemicals, Inc.Stock
Joint$1,001 - $15,000
04/19/2022Purchase
AAPLApple Inc.Stock
Joint$15,001 - $50,000
04/19/2022Purchase
CRNCCerence Inc.Stock
Joint$1,001 - $15,000
04/19/2022Purchase
CCXIChemoCentryx, Inc.Stock
Joint$1,001 - $15,000
04/19/2022Purchase
CVETCovetrus, Inc.Stock
Joint$1,001 - $15,000
04/19/2022Purchase
CSPCYCSPC Pharmaceuticals Group ADROT
Joint$1,001 - $15,000
04/19/2022Purchase
XNGSYENN Energy Holdings Ltd Unsponsored ADRStock
Joint$1,001 - $15,000
04/19/2022Purchase
HSHCYHaier Smart Home Co., Ltd ADROT
Joint$1,001 - $15,000
04/19/2022Purchase
INTUIntuit Inc.Stock
Joint$1,001 - $15,000
04/19/2022Purchase
MDBMongoDB, Inc. - Class AStock
Joint$1,001 - $15,000
04/19/2022Purchase
PYCRPaycor HCM, Inc.Stock
Joint$1,001 - $15,000
04/19/2022Purchase
PNGAYPing An InsuranceStock
Joint$1,001 - $15,000
04/19/2022Purchase
SPXCSPX CorporationStock
Joint$1,001 - $15,000
04/19/2022Purchase
TCEHYTencent Holdings Limited Unsponsored ADR Representing B SharesStock
Joint$1,001 - $15,000
04/19/2022Purchase
TEXTerex CorporationStock
Joint$1,001 - $15,000
10/18/2022Partial Sale
SCHWCharles Schwab CorporationStock
Joint$1,001 - $15,000
10/18/2022Partial Sale
MSFTMicrosoft CorporationStock
Joint$1,001 - $15,000
05/18/2022Partial Sale
DEDeere & CompanyStock
Joint$1,001 - $15,000
05/18/2022Partial Sale
TGTTarget CorporationStock
Joint$1,001 - $15,000
02/18/2022Purchase
AbbVie Inc. (AbbV)Stock
Joint$1,001 - $15,000
02/18/2022Partial Sale
SGENSeagen Inc.Stock
Joint$1,001 - $15,000
02/18/2022Purchase
UPSUnited Parcel Service, Inc.Stock
Joint$1,001 - $15,000
01/18/2022Partial Sale
MTCHMatch Group, Inc.Stock
Joint$1,001 - $15,000
10/17/2022Purchase
ALIZYAllianz SE ADROT
Joint$1,001 - $15,000
10/17/2022Purchase
BHPBHP Group Limited American Depositary SharesStock
Joint$1,001 - $15,000
10/17/2022Purchase
CTSHCognizant Technology Solutions Corporation - Class AStock
Joint$1,001 - $15,000
10/17/2022Purchase
FISFidelity National Information Services, Inc.Stock
Joint$1,001 - $15,000
10/17/2022Purchase
MDBMongoDB, Inc. - Class AStock
Joint$1,001 - $15,000
10/17/2022Purchase
NVDANVIDIA CorporationStock
Joint$1,001 - $15,000
10/17/2022Purchase
CRMSalesforce, Inc.Stock
Joint$1,001 - $15,000
10/17/2022Purchase
SGENSeagen Inc.Stock
Joint$1,001 - $15,000
10/17/2022Purchase
TSLATesla, Inc.Stock
Joint$1,001 - $15,000
10/17/2022Purchase
VZVerizon Communications Inc.Stock
Joint$1,001 - $15,000
08/17/2022Partial Sale
MSFTMicrosoft CorporationStock
Joint$100,001 - $250,000
08/17/2022Sale
MSFTMicrosoft CorporationOption
Joint$100,001 - $250,000
08/17/2022Purchase
MSFTMicrosoft CorporationStock
Joint$100,001 - $250,000
08/17/2022Partial Sale
SHWSherwin-Williams CompanyStock
Joint$1,001 - $15,000
03/17/2022Purchase
ABBVAbbVie Inc.Stock
Joint$1,001 - $15,000
03/17/2022Sale
BIIBBiogen Inc.Stock
Joint$1,001 - $15,000
03/17/2022Sale
NFLXNetflix, Inc.Stock
Joint$1,001 - $15,000
11/16/2022Purchase
MARMarriott International - Class AStock
Joint$1,001 - $15,000
08/16/2022Partial Sale
LOWLowe's Companies, Inc.Stock
Joint$1,001 - $15,000
03/16/2022Purchase
LLYEli Lilly and CompanyStock
Joint$1,001 - $15,000
03/16/2022Sale
MRNAModerna, Inc.Stock
Joint$1,001 - $15,000
03/16/2022Partial Sale
SHWSherwin-Williams CompanyStock
Joint$1,001 - $15,000
09/15/2022Partial Sale
ALIZYAllianz SE ADROT
Joint$1,001 - $15,000
09/15/2022Partial Sale
BHPBHP Group Limited American Depositary SharesStock
Joint$1,001 - $15,000
09/15/2022Partial Sale
CTSHCognizant Technology Solutions Corporation - Class AStock
Joint$1,001 - $15,000
09/15/2022Sale
CVETCovetrus, Inc.Stock
Joint$1,001 - $15,000
09/15/2022Partial Sale
FISFidelity National Information Services, Inc.Stock
Joint$1,001 - $15,000
09/15/2022Partial Sale
MDBMongoDB, Inc. - Class AStock
Joint$1,001 - $15,000
09/15/2022Partial Sale
NVDANVIDIA CorporationStock
Joint$1,001 - $15,000
09/15/2022Partial Sale
CRMSalesforce, Inc.Stock
Joint$1,001 - $15,000
09/15/2022Purchase
STAGStag Industrial, Inc.Stock
Joint$1,001 - $15,000
09/15/2022Partial Sale
TWKSThoughtworks Holding, Inc.Stock
Joint$1,001 - $15,000
09/15/2022Partial Sale
VZVerizon Communications Inc.Stock
Joint$1,001 - $15,000
08/15/2022Sale
CRNCCerence Inc.Stock
Joint$1,001 - $15,000
07/15/2022Purchase
AAPL1 Apple Inc.Stock
Self$1,001 - $15,000
07/15/2022Purchase
COF1 Capital One Financial CorporationStock
Self$1,001 - $15,000
07/15/2022Purchase
DE1 Deere & CompanyStock
Self$1,001 - $15,000
07/15/2022Purchase
EFX1 Equifax, Inc.Stock
Self$1,001 - $15,000
07/15/2022Purchase
FIS1 Fidelity National Information Services, Inc.Stock
Self$1,001 - $15,000
07/15/2022Purchase
INTU1 Intuit Inc.Stock
Self$1,001 - $15,000
07/15/2022Purchase
MSFT1 Microsoft CorporationStock
Self$1,001 - $15,000
07/15/2022Purchase
NTDOY1 Nintendo Co Ltd ADRStock
Self$1,001 - $15,000
07/15/2022Purchase
ORCL1 Oracle CorporationStock
Self$1,001 - $15,000
07/15/2022Purchase
SSDOY1 Shiseido Co Ltd Ord American Depositary SharesStock
Self$1,001 - $15,000
07/15/2022Purchase
SBUX1 Starbucks CorporationStock
Self$15,001 - $50,000
07/15/2022Purchase
SIVB1 SVB Financial GroupStock
Self$1,001 - $15,000
07/15/2022Purchase
TGT1 Target CorporationStock
Self$1,001 - $15,000
07/15/2022Purchase
TT1 Trane Technologies plcStock
Self$1,001 - $15,000
07/15/2022Purchase
UPS1 United Parcel Service, Inc.Stock
Self$1,001 - $15,000
07/15/2022Purchase
XP1 XP Inc. - Class AStock
Self$1,001 - $15,000
06/15/2022Purchase
ARQTArcutis Biotherapeutics, Inc. - Common stockStock
Joint$1,001 - $15,000
03/15/2022Partial Sale
APDAir Products and Chemicals, Inc.Stock
Joint$1,001 - $15,000
03/15/2022Partial Sale
AAPLApple Inc.Stock
Joint$1,001 - $15,000
03/15/2022Partial Sale
CSTLCastle Biosciences, Inc. - Common stockStock
Joint$1,001 - $15,000
03/15/2022Partial Sale
CCXIChemoCentryx, Inc.Stock
Joint$1,001 - $15,000
03/15/2022Partial Sale
CVETCovetrus, Inc.Stock
Joint$1,001 - $15,000
03/15/2022Partial Sale
CSPCYCSPC Pharmaceuticals Group ADROT
Joint$1,001 - $15,000
03/15/2022Partial Sale
DAVAEndava plc American Depositary SharesStock
Joint$1,001 - $15,000
03/15/2022Partial Sale
XNGSYENN Energy Holdings Ltd Unsponsored ADRStock
Joint$1,001 - $15,000
03/15/2022Partial Sale
HSHCYHaier Smart Home Co., Ltd ADROT
Joint$1,001 - $15,000
03/15/2022Partial Sale
INTUIntuit Inc.Stock
Joint$1,001 - $15,000
03/15/2022Partial Sale
MDBMongoDB, Inc. - Class AStock
Joint$1,001 - $15,000
03/15/2022Partial Sale
PYCRPaycor HCM, Inc.Stock
Joint$1,001 - $15,000
03/15/2022Partial Sale
PNGAYPing An InsuranceStock
Joint$1,001 - $15,000
03/15/2022Partial Sale
SPXCSPX CorporationStock
Joint$1,001 - $15,000
03/15/2022Partial Sale
TCEHYTencent Holdings Limited Unsponsored ADR Representing B SharesStock
Joint$1,001 - $15,000
03/15/2022Partial Sale
TEXTerex CorporationStock
Joint$1,001 - $15,000
03/15/2022Purchase
TWKSThoughtworks Holding, Inc.Stock
Joint$1,001 - $15,000
02/15/2022Purchase
TEXTerex CorporationStock
Joint$1,001 - $15,000
11/14/2022Purchase
FLYWFlywire Corporation - VotingStock
Joint$1,001 - $15,000
09/14/2022Sale
ABMDABIOMED, Inc.Stock
Joint$1,001 - $15,000
09/14/2022Partial Sale
BXBlackstone Inc.Stock
Joint$1,001 - $15,000
06/14/2022Partial Sale
AAPLApple Inc.Stock
Joint$1,001 - $15,000
06/14/2022Partial Sale
COFCapital One Financial CorporationStock
Joint$1,001 - $15,000
06/14/2022Partial Sale
DEDeere & CompanyStock
Joint$1,001 - $15,000
06/14/2022Partial Sale
EFXEquifax, Inc.Stock
Joint$1,001 - $15,000
06/14/2022Partial Sale
FISFidelity National Information Services, Inc.Stock
Joint$1,001 - $15,000
06/14/2022Partial Sale
INTUIntuit Inc.Stock
Joint$1,001 - $15,000
06/14/2022Partial Sale
MSFTMicrosoft CorporationStock
Joint$1,001 - $15,000
06/14/2022Partial Sale
NTDOYNintendo Co Ltd ADRStock
Joint$1,001 - $15,000
06/14/2022Partial Sale
ORCLOracle CorporationStock
Joint$1,001 - $15,000
06/14/2022Partial Sale
SSDOYShiseido Co Ltd Ord American Depositary SharesStock
Joint$1,001 - $15,000
06/14/2022Partial Sale
SBUXStarbucks CorporationStock
Joint$15,001 - $50,000
06/14/2022Partial Sale
SIVBSVB Financial GroupStock
Joint$1,001 - $15,000
06/14/2022Partial Sale
TGTTarget CorporationStock
Joint$1,001 - $15,000
06/14/2022Partial Sale
TTTrane Technologies plcStock
Joint$1,001 - $15,000
06/14/2022Partial Sale
UPSUnited Parcel Service, Inc.Stock
Joint$1,001 - $15,000
06/14/2022Partial Sale
XPXP Inc. - Class AStock
Joint$1,001 - $15,000
04/14/2022Sale
BKNGBooking Holdings Inc.Stock
Joint$15,001 - $50,000
04/14/2022Purchase
COPConocoPhillipsStock
Joint$1,001 - $15,000
04/14/2022Purchase
LLYEli Lilly and CompanyStock
Joint$1,001 - $15,000
04/14/2022Partial Sale
ELEstee Lauder Companies, Inc.Stock
Joint$1,001 - $15,000
04/14/2022Purchase
MARMarriott International - Class AStock
Joint$1,001 - $15,000
04/14/2022Partial Sale
MNSTMonster Beverage CorporationStock
Joint$1,001 - $15,000
04/14/2022Partial Sale
TPRTapestry, Inc.Stock
Joint$1,001 - $15,000
04/14/2022Purchase
TGTTarget CorporationStock
Joint$1,001 - $15,000
02/14/2022Purchase
ICUIICU Medical, Inc.Stock
Joint$1,001 - $15,000
02/14/2022Partial Sale
MNSTMonster beverage CorporationStock
Joint$1,001 - $15,000
02/14/2022Partial Sale
SKYSkyline Champion CorporationStock
Joint$1,001 - $15,000
02/14/2022Partial Sale
UFPIUFP Industries, Inc.Stock
Joint$1,001 - $15,000
10/13/2022Purchase
LNGCheniere Energy, Inc.Stock
Joint$1,001 - $15,000
04/13/2022Purchase
TWKSThoughtworks Holding, Inc.Stock
Joint$1,001 - $15,000
04/13/2022Sale
ECOLUS Ecology, Inc.Stock
Joint$1,001 - $15,000
01/13/2022Partial Sale
PYPLPayPal Holdings, Inc.Stock
Joint$1,001 - $15,000
09/12/2022Partial Sale
DEDeere & CompanyStock
Joint$1,001 - $15,000
09/12/2022Purchase
REGNRegeneron Pharmaceuticals, Inc.Stock
Joint$1,001 - $15,000
08/12/2022Purchase
ADPAutomatic Data Processing, Inc.Stock
Joint$1,001 - $15,000
11/11/2022Partial Sale
AZOAutoZone, Inc.Stock
Joint$1,001 - $15,000
10/11/2022Sale
PCTYPaylocity Holding CorporationStock
Joint$1,001 - $15,000
08/11/2022Purchase
BCRXBioCryst Pharmaceuticals, Inc.Stock
Joint$1,001 - $15,000
08/11/2022Partial Sale
BXBlackstone Inc.Stock
Joint$1,001 - $15,000
08/11/2022Partial Sale
CCXIChemoCentryx, Inc.Stock
Joint$1,001 - $15,000
08/11/2022Purchase
MSFTMicrosoft CorporationOption
Joint$250,001 - $500,000
08/11/2022Purchase
MSFTMicrosoft CorporationOption
Joint$1,000,001 - $5,000,000
08/11/2022Purchase
MSFTMicrosoft CorporationOption
Joint$1,000,001 - $5,000,000
08/11/2022Purchase
MSFTMicrosoft CorporationOption
Joint$1,000,001 - $5,000,000
08/11/2022Purchase
MSFTMicrosoft CorporationOption
Joint$250,001 - $500,000
08/11/2022Purchase
MSFTMicrosoft CorporationOption
Joint$250,001 - $500,000
08/11/2022Sale
MSFTMicrosoft CorporationOption
Joint$250,001 - $500,000
08/11/2022Sale
MSFTMicrosoft CorporationOption
Joint$250,001 - $500,000
08/11/2022Sale
MSFTMicrosoft CorporationOption
Joint$1,000,001 - $5,000,000
08/11/2022Sale
MSFTMicrosoft CorporationOption
Joint$1,000,001 - $5,000,000
08/11/2022Sale
MSFTMicrosoft CorporationOption
Joint$250,001 - $500,000
08/11/2022Sale
MSFTMicrosoft CorporationOption
Joint$1,000,001 - $5,000,000
08/11/2022Purchase
UNHUnitedHealth Group Incorporated Common StockStock
Joint$1,001 - $15,000
05/11/2022Purchase
AMGNAmgen Inc.Stock
Joint$1,001 - $15,000
02/11/2022Sale
AFRMAffirm Holdings, Inc. - Class AStock
Joint$1,001 - $15,000
08/10/2022Partial Sale
RPDRapid7, Inc.Stock
Joint$1,001 - $15,000
05/10/2022Sale
CHKPCheck Point Software Technologies Ltd. - Ordinary SharesStock
Joint$1,001 - $15,000
05/10/2022Purchase
FMXFomento Economico Mexicano S.A.B. de C.V.Stock
Joint$1,001 - $15,000
02/10/2022Sale
MSFTMicrosoft CorporationOption
Joint$500,001 - $1,000,000
02/10/2022Sale
MSFTMicrosoft CorporationOption
Joint$250,001 - $500,000
02/10/2022Sale
MSFTMicrosoft CorporationOption
Joint$1,000,001 - $5,000,000
02/10/2022Sale
MSFTMicrosoft CorporationOption
Joint$250,001 - $500,000
02/10/2022Purchase
MSFTMicrosoft CorporationOption
Joint$500,001 - $1,000,000
02/10/2022Purchase
MSFTMicrosoft CorporationOption
Joint$1,000,001 - $5,000,000
02/10/2022Purchase
MSFTMicrosoft CorporationOption
Joint$500,001 - $1,000,000
01/10/2022Purchase
biogen Inc. (bIIb)Stock
Joint$1,001 - $15,000
01/10/2022Purchase
COFCapital One Financial CorporationStock
Joint$1,001 - $15,000
01/10/2022Purchase
HQYHealthEquity, Inc.Stock
Joint$1,001 - $15,000
01/10/2022Purchase
NCLTYNitori Holdings CO LTd AdROT
Joint$1,001 - $15,000
01/10/2022Purchase
OLLIOllie's bargain Outlet Holdings, Inc.Stock
Joint$1,001 - $15,000
01/10/2022Purchase
CSPCYPharmaceutical GRP LTdOT
Joint$1,001 - $15,000
01/10/2022Purchase
VZVerizon Communications Inc.Stock
Joint$1,001 - $15,000
12/09/2022Purchase
AMGNAmgen Inc.Stock
Joint$1,001 - $15,000
11/09/2022Partial Sale
TSLATesla, Inc.Stock
Joint$1,001 - $15,000
05/09/2022Partial Sale
CHKPCheck Point Software Technologies Ltd. - Ordinary SharesStock
Joint$1,001 - $15,000
05/09/2022Partial Sale
LHCGLHC Group - common stockStock
Joint$1,001 - $15,000
03/09/2022Purchase
GOOGAlphabet Inc. - Class C Capital StockStock
Joint$1,001 - $15,000
03/09/2022Purchase
AAPLApple Inc.Stock
Joint$1,001 - $15,000
03/09/2022Purchase
BXBlackstone Inc.Stock
Joint$1,001 - $15,000
03/09/2022Purchase
FISFidelity National Information Services, Inc.Stock
Joint$1,001 - $15,000
03/09/2022Partial Sale
GBCIGlacier Bancorp, Inc.Stock
Joint$1,001 - $15,000
03/09/2022Purchase
LOWLowe's Companies, Inc.Stock
Joint$1,001 - $15,000
03/09/2022Purchase
MCKMcKesson CorporationStock
Joint$1,001 - $15,000
03/09/2022Purchase
MSFTMicrosoft CorporationStock
Joint$1,001 - $15,000
03/09/2022Purchase
ORCLOracle CorporationStock
Joint$1,001 - $15,000
03/09/2022Purchase
UPSUnited Parcel Service, Inc.Stock
Joint$1,001 - $15,000
03/09/2022Purchase
VBTXVeritex Holdings, Inc.Stock
Joint$1,001 - $15,000
03/09/2022Purchase
VZVerizon Communications Inc.Stock
Joint$1,001 - $15,000
02/09/2022Purchase
AbbVie Inc. (AbbV)Stock
Joint$1,001 - $15,000
02/09/2022Purchase
ENPHEnphase Energy, Inc.Stock
Joint$1,001 - $15,000
02/09/2022Purchase
SVb Financial Group (SIVb)Stock
Joint$1,001 - $15,000
11/08/2022Partial Sale
NVDANVIDIA CorporationStock
Joint$1,001 - $15,000
11/08/2022Purchase
UNHUnitedHealth Group Incorporated Common StockStock
Joint$1,001 - $15,000
06/08/2022Partial Sale
ORCLOracle CorporationStock
Joint$1,001 - $15,000
03/08/2022Purchase
ABBVAbbVie Inc.Stock
Joint$1,001 - $15,000
03/08/2022Purchase
KOCoca-Cola CompanyStock
Joint$1,001 - $15,000
03/08/2022Sale
HUBSHubSpot, Inc.Stock
Joint$1,001 - $15,000
12/07/2022Purchase
LLYEli Lilly and CompanyStock
Joint$1,001 - $15,000
11/07/2022Partial Sale
ELEstee Lauder Companies, Inc.Stock
Joint$1,001 - $15,000
11/07/2022Purchase
MNSTMonster Beverage CorporationStock
Joint$1,001 - $15,000
03/07/2022Sale
CVNACarvana Co. Class AStock
Joint$1,001 - $15,000
03/07/2022Sale
ETSYEtsy, Inc.Stock
Joint$1,001 - $15,000
03/07/2022Partial Sale
TXNTexas Instruments IncorporatedStock
Joint$1,001 - $15,000
02/07/2022Partial Sale
Meta Platforms, Inc. - Class A (Fb)Stock
Joint$1,001 - $15,000
02/07/2022Purchase
TSLATesla, Inc.Stock
Joint$1,001 - $15,000
12/06/2022Partial Sale
HALOHalozyme Therapeutics, Inc.Stock
Joint$1,001 - $15,000
12/06/2022Purchase
INSMInsmed IncorporatedStock
Joint$1,001 - $15,000
12/06/2022Sale
RBARitchie Bros. Auctioneers IncorporatedStock
Joint$1,001 - $15,000
12/06/2022Purchase
SHLSShoals Technologies Group, Inc. - Class AStock
Joint$1,001 - $15,000
12/06/2022Partial Sale
SYNHSyneos Health, Inc. - Class AStock
Joint$1,001 - $15,000
05/06/2022Purchase
ADYEYAdyen NV ADROT
Joint$1,001 - $15,000
05/06/2022Partial Sale
CHKPCheck Point Software Technologies Ltd. - Ordinary SharesStock
Joint$1,001 - $15,000
05/06/2022Purchase
IFNNYInfineon Technologies AGStock
Joint$1,001 - $15,000
12/05/2022Partial Sale
BXBlackstone Inc.Stock
Joint$1,001 - $15,000
08/05/2022Purchase
KOCoca-Cola CompanyStock
Joint$1,001 - $15,000
08/05/2022Partial Sale
HALOHalozyme Therapeutics, Inc.Stock
Joint$1,001 - $15,000
08/05/2022Partial Sale
ROKRockwell Automation, Inc.Stock
Joint$1,001 - $15,000
08/05/2022Partial Sale
TTTrane Technologies plcStock
Joint$1,001 - $15,000
05/05/2022Partial Sale
CHKPCheck Point Software Technologies Ltd. - Ordinary SharesStock
Joint$1,001 - $15,000
11/04/2022Partial Sale
GOOGAlphabet Inc. - Class C Capital StockStock
Joint$1,001 - $15,000
03/04/2022Purchase
KOCoca-Cola CompanyStock
Joint$1,001 - $15,000
03/04/2022Purchase
CTSHCognizant Technology Solutions Corporation - Class AStock
Joint$1,001 - $15,000
03/04/2022Partial Sale
DAVAEndava plc American Depositary SharesStock
Joint$1,001 - $15,000
03/04/2022Purchase
HSHCYHaier Smart Home Co., Ltd ADROT
Joint$1,001 - $15,000
03/04/2022Sale
OLLIOllie's Bargain Outlet Holdings, Inc.Stock
Joint$1,001 - $15,000
03/04/2022Purchase
TTTrane Technologies plcStock
Joint$1,001 - $15,000
02/04/2022Purchase
VRSKVerisk Analytics, Inc.Stock
Joint$1,001 - $15,000
01/04/2022Partial Sale
SYNHSyneos Health, Inc. - Class AStock
Joint$1,001 - $15,000
05/03/2022Partial Sale
TTTrane Technologies plcStock
Joint$1,001 - $15,000
03/03/2022Purchase
AMGNAmgen Inc.Stock
Joint$1,001 - $15,000
03/03/2022Purchase
HSHCYHaier Smart Home Co., Ltd ADROT
Joint$1,001 - $15,000
03/03/2022Partial Sale
MSMorgan StanleyStock
Joint$1,001 - $15,000
02/03/2022Purchase
KOCoca-Cola CompanyStock
Joint$1,001 - $15,000
02/03/2022Purchase
INTUIntuit Inc.Stock
Joint$1,001 - $15,000
02/03/2022Partial Sale
ROKRockwell Automation, Inc.Stock
Joint$1,001 - $15,000
11/02/2022Partial Sale
GOOGAlphabet Inc. - Class C Capital StockStock
Joint$1,001 - $15,000
11/02/2022Purchase
IBMInternational Business Machines CorporationStock
Joint$1,001 - $15,000
11/02/2022Partial Sale
TSLATesla, Inc.Stock
Joint$1,001 - $15,000
08/02/2022Sale
SGSOYSGS SA ADRStock
Joint$1,001 - $15,000
05/02/2022Partial Sale
BXBlackstone Inc.Stock
Joint$1,001 - $15,000
02/02/2022Sale
SQblock, Inc. Class A Common Stock,Stock
Joint$1,001 - $15,000
02/02/2022Partial Sale
ETSYEtsy, Inc.Stock
Joint$1,001 - $15,000
02/02/2022Sale
PYPLPayPal Holdings, Inc.Stock
Joint$1,001 - $15,000
02/02/2022Sale
SNAPSnap Inc. Class AStock
Joint$1,001 - $15,000
02/02/2022Purchase
UPSUnited Parcel Service, Inc.Stock
Joint$1,001 - $15,000
12/01/2022Purchase
FISFidelity National Information Services, Inc.Stock
Joint$1,001 - $15,000
09/01/2022Partial Sale
SAPSAP SE ADSStock
Joint$1,001 - $15,000
04/01/2022Partial Sale
BRK.BBerkshire Hathaway Inc. NewStock
Joint$1,001 - $15,000
04/01/2022Partial Sale
CVXChevron CorporationStock
Joint$1,001 - $15,000
04/01/2022Partial Sale
LOWLowe's Companies, Inc.Stock
Joint$1,001 - $15,000
04/01/2022Partial Sale
NSCNorfolk Southern CorporationStock
Joint$1,001 - $15,000
04/01/2022Purchase
SBUXStarbucks CorporationStock
Joint$15,001 - $50,000
02/01/2022Partial Sale
ALGNAlign Technology, Inc.Stock
Joint$1,001 - $15,000
02/01/2022Purchase
LOWLowe's Companies, Inc.Stock
Joint$1,001 - $15,000
12/29/2021Partial Sale
Meta Platforms, Inc. - Class A (Fb)Stock
Joint$1,001 - $15,000
12/28/2021Partial Sale
AFRMAffirm Holdings, Inc. - Class AStock
Joint$1,001 - $15,000
12/28/2021Partial Sale
PNGAYPing An InsuranceStock
Joint$1,001 - $15,000
12/28/2021Partial Sale
TCEHYTencent Holdings Limited Unsponsored AdR Representing b SharesStock
Joint$1,001 - $15,000
12/22/2021Purchase
XPXP Inc. - Class AStock
Joint$1,001 - $15,000
12/21/2021Purchase
XNGSYENN Energy Holdings Ltd Unsponsored AdRStock
Joint$1,001 - $15,000
12/21/2021Purchase
ITCIIntra-Cellular Therapies Inc.Stock
Joint$1,001 - $15,000
12/21/2021Sale
Itau Unibanco banco Holding SA American depositary Shares (ITUb)Stock
Joint$1,001 - $15,000
12/21/2021Purchase
XPXP Inc. - Class AStock
Joint$1,001 - $15,000
12/15/2021Partial Sale
AZTAAzenta, Inc.Stock
Joint$1,001 - $15,000
12/15/2021Purchase
MTXMinerals Technologies Inc.Stock
Joint$1,001 - $15,000
12/15/2021Purchase
PHRPhreesia, Inc.Stock
Joint$1,001 - $15,000
11/15/2021Exchange
INDBIndependent Bank Corp.Stock
Joint$1,001 - $15,000
08/15/2021Sale
CRNCCerence Inc.Stock
Joint$1,001 - $15,000
12/14/2021Purchase
AAPLApple Inc.Stock
Joint$1,001 - $15,000
12/09/2021Partial Sale
biogen Inc. (bIIb)Stock
Joint$1,001 - $15,000
12/09/2021Partial Sale
COFCapital One Financial CorporationStock
Joint$1,001 - $15,000
12/09/2021Partial Sale
HQYHealthEquity, Inc.Stock
Joint$1,001 - $15,000
12/09/2021Partial Sale
NCLTYNitori Holdings Co. Ltd AdROT
Joint$1,001 - $15,000
12/09/2021Partial Sale
OLLIOllie's bargain Outlet Holdings, Inc.Stock
Joint$1,001 - $15,000
12/09/2021Partial Sale
CSPCYPharmaceutical GRP LTdOT
Joint$1,001 - $15,000
12/09/2021Partial Sale
SNAPSnap Inc. Class AStock
Joint$1,001 - $15,000
12/09/2021Partial Sale
VZVerizon Communications Inc.Stock
Joint$1,001 - $15,000
12/08/2021Sale
Alibaba Group Holding Limited American depositary Shares each representing eight Ordinary share (bAbA)Stock
Joint$1,001 - $15,000
12/06/2021Purchase
Air Products and Chemicals, Inc. (APd)Stock
Joint$1,001 - $15,000
12/06/2021Purchase
CCICrown Castle International Corp.Stock
Joint$1,001 - $15,000
12/06/2021Partial Sale
MSFTMicrosoft CorporationStock
Joint$1,001 - $15,000
12/03/2021Partial Sale
AZTAAzenta, Inc.Stock
Joint$1,001 - $15,000
12/02/2021Partial Sale
balchem Corporation (bCPC)Stock
Joint$1,001 - $15,000
12/02/2021Purchase
CCXIChemoCentryx, Inc.Stock
Joint$1,001 - $15,000
12/02/2021Partial Sale
Meta Platforms, Inc. - Class A (Fb)Stock
Joint$1,001 - $15,000
12/02/2021Partial Sale
SKYSkyline Champion CorporationStock
Joint$1,001 - $15,000
12/01/2021Partial Sale
MTCHMatch Group, Inc.Stock
Joint$1,001 - $15,000

Public STOCK Act disclosure data from the U.S. House Clerk. Amounts are disclosed as ranges. Informational only — not investment advice.

Josh Gottheimer — Congressional Stock Trades | SEC Data Investor | SEC Data Investor