Total Trades
Trade Volume
Last Traded
Buys & sells by quarter
Trades by sector
Trading History
| Asset | Notified | Traded | Type | Amount | Change |
|---|---|---|---|---|---|
Total Trades
Trade Volume
Last Traded
| Asset | Notified | Traded | Type | Amount | Change |
|---|---|---|---|---|---|
Total Trades
253
Trade Volume
$2,367,126.5
Last Traded
Feb 27, 2026
Last four quarters; counted by reported trade date.
Top four sectors; rest grouped under Other sectors.
| Asset | Notified | Traded | Type | Amount | Change |
|---|---|---|---|---|---|
| URNMSprott Uranium Miners ETF | Sep 12, 2025 | Aug 1, 2025 | Sell | $1,001 - $15,000 | +21.83% |
| VEAVanguard FTSE Developed Markets ETF | Sep 12, 2025 | Aug 1, 2025 | Sell | $1,001 - $15,000 | +27.72% |
| VNQIVanguard Global ex-U.S. Real Estate ETF | Sep 12, 2025 | Aug 1, 2025 | Buy | $1,001 - $15,000 | +0.42% |
| New World Fund Inc. Cl R-6 | Sep 12, 2025 | Aug 1, 2025 | Buy | $1,001 - $15,000 | - |
| EFAiShares MSCI EAFE ETF | Sep 12, 2025 | Aug 1, 2025 | Sell | $1,001 - $15,000 | +20.31% |
| AGZiShares Agency Bond ETF | Sep 12, 2025 | Aug 1, 2025 | Buy | $1,001 - $15,000 | -0.49% |
| Westwood Smallcap Fund Class Y | Sep 12, 2025 | Aug 1, 2025 | Buy | $1,001 - $15,000 | - |
| Emerging Markets Fund Class Z | Sep 12, 2025 | Aug 1, 2025 | Sell | $1,001 - $15,000 | - |
| GEMGoldman Sachs ActiveBeta Emerging Markets Equity ETF | Sep 12, 2025 | Aug 1, 2025 | Buy | $1,001 - $15,000 | +38.82% |
| GIGBGoldman Sachs Access Investment Grade Corporate Bond ETF | Sep 12, 2025 | Aug 1, 2025 | Sell | $1,001 - $15,000 | -0.39% |
| IEFiShares 7-10 Year Treasury Bond ETF | Sep 12, 2025 | Aug 1, 2025 | Buy | $1,001 - $15,000 | -1.57% |
| GEMGoldman Sachs ActiveBeta Emerging Markets Equity ETF | Sep 12, 2025 | Aug 1, 2025 | Sell | $1,001 - $15,000 | +38.82% |
| EMLPFirst Trust North American Energy Infrastructure Fund | Sep 12, 2025 | Aug 1, 2025 | Sell | $1,001 - $15,000 | +14.46% |
| CMBSiShares CMBS ETF | Sep 12, 2025 | Aug 1, 2025 | Buy | $1,001 - $15,000 | -0.08% |
| GDGeneral Dynamics Corporation | Aug 6, 2025 | Jul 31, 2025 | Sell | $1,001 - $15,000 | +15.60% |
| WMTWalmart Inc. Common Stock | Aug 6, 2025 | Jul 31, 2025 | Buy | $1,001 - $15,000 | +23.54% |
| MDLZMondelez International, Inc. Class A | Aug 6, 2025 | Jul 31, 2025 | Sell | $1,001 - $15,000 | -2.63% |
| GEGE Aerospace | Aug 6, 2025 | Jul 31, 2025 | Buy | $1,001 - $15,000 | +23.69% |
| BRK.BBERKSHIRE HATHAWAY Class B | Aug 6, 2025 | Jul 24, 2025 | Buy | $1,001 - $15,000 | - |
| JPMJPMorgan Chase & Co. | Aug 6, 2025 | Jul 24, 2025 | Sell | $1,001 - $15,000 | +8.15% |
| HYGiShares iBoxx $ High Yield Corporate Bond ETF | Aug 6, 2025 | Jul 8, 2025 | Sell | $1,001 - $15,000 | -0.06% |
| GIGBGoldman Sachs Access Investment Grade Corporate Bond ETF | Aug 6, 2025 | Jul 8, 2025 | Buy | $1,001 - $15,000 | +0.82% |
| MUMicron Technology, Inc. | Aug 6, 2025 | Jul 1, 2025 | Sell | $1,001 - $15,000 | +711.99% |
| MUMicron Technology, Inc. | Jul 9, 2025 | Jun 11, 2025 | Sell | $1,001 - $15,000 | +746.00% |
| UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | Jul 9, 2025 | Jun 11, 2025 | Sell | $1,001 - $15,000 | +31.54% |
| AVGOBroadcom Inc. Common Stock | Jul 9, 2025 | Jun 11, 2025 | Buy | $1,001 - $15,000 | +51.07% |
| TBLLInvesco Short Term Treasury ETF | Jul 9, 2025 | Jun 11, 2025 | Buy | $1,001 - $15,000 | +0.05% |
| METAMeta Platforms, Inc. Class A Common Stock | Jun 14, 2025 | May 30, 2025 | Buy | $1,001 - $15,000 | -12.43% |
| FBINFortune Brands Innovations, Inc. | Jun 14, 2025 | May 30, 2025 | Sell | $1,001 - $15,000 | -14.25% |
| RTXRTX Corporation | Jun 14, 2025 | May 30, 2025 | Buy | $1,001 - $15,000 | +34.47% |
| HDHome Depot, Inc. | Jun 14, 2025 | May 20, 2025 | Buy | $1,001 - $15,000 | -12.91% |
| GOOGLAlphabet Inc. Class A Common Stock | Jun 14, 2025 | May 20, 2025 | Buy | $1,001 - $15,000 | +119.34% |
| LOWLowe's Companies Inc. | Jun 14, 2025 | May 20, 2025 | Sell | $1,001 - $15,000 | -4.53% |
| NRGNRG Energy, Inc. | Jun 14, 2025 | May 20, 2025 | Sell | $1,001 - $15,000 | -21.42% |
| ATOAtmos Energy Corporation | Jun 14, 2025 | May 20, 2025 | Buy | $1,001 - $15,000 | +6.83% |
| GDGeneral Dynamics Corporation | Jun 14, 2025 | May 20, 2025 | Sell | $1,001 - $15,000 | +27.93% |
| DTEDTE Energy Company | Jun 14, 2025 | May 20, 2025 | Sell | $1,001 - $15,000 | +6.53% |
| AMZNAmazon.Com Inc | Jun 14, 2025 | May 16, 2025 | Buy | $1,001 - $15,000 | +16.03% |
| METAMeta Platforms, Inc. Class A Common Stock | Jun 14, 2025 | May 16, 2025 | Buy | $1,001 - $15,000 | -11.46% |
| TBLLInvesco Short Term Treasury ETF | Jun 14, 2025 | May 16, 2025 | Sell | $1,001 - $15,000 | +0.02% |
| HDHome Depot, Inc. | Jun 14, 2025 | May 16, 2025 | Buy | $1,001 - $15,000 | -13.76% |
| VLOValero Energy Corporation | Jun 14, 2025 | May 13, 2025 | Sell | $1,001 - $15,000 | +91.45% |
| NVDANvidia Corp | Jun 14, 2025 | May 13, 2025 | Buy | $1,001 - $15,000 | +57.92% |
| AVGOBroadcom Inc. Common Stock | Jun 14, 2025 | May 13, 2025 | Buy | $1,001 - $15,000 | - |
| MSFTMicrosoft Corp | May 14, 2025 | Apr 22, 2025 | Buy | $1,001 - $15,000 | +6.52% |
| CRMSalesforce, Inc. | May 14, 2025 | Apr 22, 2025 | Sell | $1,001 - $15,000 | -31.84% |
| ORCLOracle Corp | May 14, 2025 | Apr 16, 2025 | Buy | $1,001 - $15,000 | +41.90% |
| AMATApplied Materials Inc | May 14, 2025 | Apr 16, 2025 | Sell | $1,001 - $15,000 | +310.49% |
| GILDGilead Sciences Inc | May 14, 2025 | Apr 16, 2025 | Sell | $1,001 - $15,000 | +19.75% |
| LRCXLam Research Corp | May 14, 2025 | Apr 16, 2025 | Sell | $1,001 - $15,000 | +463.11% |