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
12
Trade Volume
$13,157,506
Last Traded
Jun 23, 2025
Last four quarters; counted by reported trade date.
No trades in the last four quarters.
Top four sectors; rest grouped under Other sectors.
| Asset | Notified | Traded | Type | Amount | Change |
|---|---|---|---|---|---|
| FIMM MONEY MARKET PORT FUND INSTL CL M/M | Jul 4, 2025 | Jun 23, 2025 | Sell | $15,001 - $50,000 | - |
| JPMORGAN U.S. GOVERNMENT MONEY MARKET FD CAPITAL CL M/M | Jul 4, 2025 | Jun 23, 2025 | Sell | $1,000,001 - $5,000,000 | - |
| AMERICAN FUNDS SMALLCAP WORLD FUND CL A M/F | Jul 4, 2025 | Jun 3, 2025 | Sell | $500,001 - $1,000,000 | - |
| AMERICAN FUNDS SMALLCAP WORLD FUND CL A M/F | Jul 4, 2025 | Jun 3, 2025 | Sell | $500,001 - $1,000,000 | - |
| AMERICAN FUNDS EUPAC FUND CL A M/F | Jul 4, 2025 | Jun 3, 2025 | Sell | $250,001 - $500,000 | - |
| AMERICAN FUNDS GROWTH FUND OF AMERICA FUND CL A M/F | Jul 4, 2025 | Jun 3, 2025 | Sell | $500,001 - $1,000,000 | - |
| AMERICAN FUNDS INVESTMENT CO OF AMERICA FD CL A M/F | Jul 4, 2025 | Jun 3, 2025 | Sell | $250,001 - $500,000 | - |
| AMERICAN FUNDS CAPITAL WORLD GROWTH & INCOME FD CL A M/F | Jul 4, 2025 | Jun 3, 2025 | Sell | $250,001 - $500,000 | - |
| JPMORGAN U.S. GOVERNMENT MONEY MARKET FD CAPITAL CL M/M | Jul 4, 2025 | Jun 3, 2025 | Buy | $1,000,001 - $5,000,000 | - |
| GOOGAlphabet Inc. Class C Capital Stock | Jul 4, 2025 | Jun 3, 2025 | Sell | $250,001 - $500,000 | +113.56% |
| GOOGLAlphabet Inc. Class A Common Stock | Jul 4, 2025 | Jun 3, 2025 | Sell | $1,000,001 - $5,000,000 | +116.44% |
| MSFTMicrosoft Corp | Jul 4, 2025 | Jun 3, 2025 | Sell | $250,001 - $500,000 | -15.60% |