| ET Energy Transfer | $16.23 -0.1% | Purchase $1,001 - $15,000 | 5/6/2024 | 4/30/2024 | +3.2%
|
| CWEN Clearway Energy | $26.48 +6.3% | Purchase $15,001 - $50,000 | 5/8/2024 | 4/26/2024 | +14.5%
|
| NGL NGL Energy Partners | $5.79 -2.4% | Sale $100,001 - $250,000 | 5/7/2024 | 4/25/2024 | -1.6%
|
| JPM JPMorgan Chase & Co. | $197.53 +1.0% | Purchase $15,001 - $50,000 | 5/7/2024 | 4/24/2024 | +2.3%
|
| HXL Hexcel | $73.29 +0.9% | Sale $15,001 - $50,000 | 5/7/2024 | 4/24/2024 | +15.9%
|
| QCOM QUALCOMM | $180.54 0.0% | Purchase $1,001 - $15,000 | 5/1/2024 | 4/24/2024 | +10.3%
|
| GS The Goldman Sachs Group | $455.56 +1.9% | Purchase $1,001 - $15,000 | 5/1/2024 | 4/24/2024 | +7.7%
|
| BRK.B Berkshire Hathaway | $408.82 +0.6% | Purchase $1,001 - $15,000 | 5/1/2024 | 4/24/2024 | +0.7%
|
| HD Home Depot | $347.44 +2.5% | Purchase $1,001 - $15,000 | 5/1/2024 | 4/24/2024 | +4.4%
|
| TSCO Tractor Supply | $269.70 +1.1% | Purchase $1,001 - $15,000 | 5/1/2024 | 4/24/2024 | +4.5%
|
| HSY Hershey | $200.08 +0.1% | Purchase $1,001 - $15,000 | 5/1/2024 | 4/24/2024 | +6.3%
|
| MSFT Microsoft | $412.32 +0.4% | Purchase $1,001 - $15,000 | 5/1/2024 | 4/24/2024 | +0.8%
|
| FMAO Farmers & Merchants Bancorp | $22.30 +2.0% | Purchase $1,001 - $15,000 | 4/20/2024 | 4/20/2024 | +6.2%
|
| MSFT Microsoft | $412.32 +0.4% | Sale $1,001 - $15,000 | 5/5/2024 | 4/17/2024 | +0.1%
|
| JMBS Janus Henderson Mortgage-Backed Securities ETF | $44.32 +0.4% | Purchase $1,001 - $15,000 | 5/7/2024 | 4/16/2024 | +1.8%
|
| CMBS iShares CMBS ETF | $46.33 +0.2% | Sale (Partial) $1,001 - $15,000 | 5/7/2024 | 4/16/2024 | +0.7%
|
| HTGC Hercules Capital | $19.87 +0.9% | Purchase $1,001 - $15,000 | 5/6/2024 | 4/16/2024 | +10.4%
|
| GS The Goldman Sachs Group | $455.56 +1.9% | Sale (Partial) $250,001 - $500,000 | 4/24/2024 | 4/15/2024 | +13.7%
|
| EFA iShares MSCI EAFE ETF | $80.20 +0.8% | Sale (Partial) $15,001 - $50,000 | 5/7/2024 | 4/11/2024 | +2.1%
|
| SCZ iShares MSCI EAFE Small-Cap ETF | $63.66 +0.8% | Purchase $15,001 - $50,000 | 5/7/2024 | 4/11/2024 | +1.6%
|
| VLO Valero Energy | $158.87 +1.1% | Sale (Partial) $1,001 - $15,000 | 4/30/2024 | 4/11/2024 | -10.3%
|
| ENB Enbridge | $37.37 +0.4% | Purchase $1,001 - $15,000 | 4/30/2024 | 4/11/2024 | +8.2%
|
| IBM International Business Machines | $166.30 -2.1% | Sale $1,001 - $15,000 | 5/2/2024 | 4/10/2024 | -10.6%
|
| MRK Merck & Co., Inc. | $130.23 +0.5% | Sale $1,001 - $15,000 | 5/2/2024 | 4/10/2024 | +2.8%
|
| ABBV AbbVie | $160.38 0.0% | Sale $1,001 - $15,000 | 5/2/2024 | 4/10/2024 | -5.1%
|
| HON Honeywell International | $200.63 +1.3% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +2.5%
|
| NVDA NVIDIA | $887.47 -1.8% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +2.0%
|
| ACN Accenture | $306.56 -1.7% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -5.5%
|
| RTX RTX | $105.73 +1.7% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +4.3%
|
| DE Deere & Company | $409.04 +0.9% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -0.7%
|
| CRM Salesforce | $275.17 -1.4% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -8.2%
|
| MPC Marathon Petroleum | $182.93 +1.1% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -13.4%
|
| ELV Elevance Health | $538.61 +1.0% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +6.1%
|
| NKE NIKE | $93.39 -0.2% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +5.0%
|
| DHR Danaher | $251.48 +0.8% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +2.3%
|
| EL Estée Lauder Companies | $131.66 +1.6% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -9.1%
|
| CSX CSX | $34.50 +0.8% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -2.6%
|
| VFC V.F. | $12.74 +1.2% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -5.6%
|
| INTU Intuit | $626.86 -0.9% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -0.2%
|
| FMC FMC | $67.02 +3.4% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +7.7%
|
| HSY Hershey | $200.08 +0.1% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +4.2%
|
| ADI Analog Devices | $204.79 0.0% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +4.3%
|
| NOW ServiceNow | $723.16 +0.3% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -5.9%
|
| PEP PepsiCo | $178.06 +0.4% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +5.4%
|
| NI NiSource | $28.90 +0.6% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +5.9%
|
| FTNT Fortinet | $58.11 -2.5% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -14.7%
|
| BKNG Booking | $3,780.03 +3.3% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +5.4%
|
| LLY Eli Lilly and Company | $771.55 -0.4% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +1.4%
|
| AVGO Broadcom | $1,305.67 -1.5% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -1.3%
|
| NFLX Netflix | $612.09 +0.4% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -1.0%
|
| PG Procter & Gamble | $166.07 +0.6% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +5.6%
|
| MSFT Microsoft | $412.32 +0.4% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -2.6%
|
| DG Dollar General | $140.86 +2.4% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -8.9%
|
| CVX Chevron | $165.49 +1.8% | Sale $15,001 - $50,000 | 4/11/2024 | 4/10/2024 | +1.8%
|
| KMI Kinder Morgan | $19.02 +1.1% | Sale $1,001 - $15,000 | 4/11/2024 | 4/10/2024 | +4.1%
|
| T AT&T | $17.18 +0.4% | Sale $1,001 - $15,000 | 4/11/2024 | 4/10/2024 | +2.7%
|
| ET Energy Transfer | $16.23 -0.1% | Sale $1,001 - $15,000 | 4/11/2024 | 4/10/2024 | +2.7%
|
| XOM Exxon Mobil | $118.47 +2.0% | Sale $15,001 - $50,000 | 4/11/2024 | 4/10/2024 | -3.1%
|
| NS NuStar Energy | $21.96
| Sale $1,001 - $15,000 | 4/11/2024 | 4/10/2024 | +1.6%
|
| ASC Ardmore Shipping | $20.41 +0.3% | Purchase $1,001 - $15,000 | 5/6/2024 | 4/9/2024 | +29.8%
|
| BRP The Baldwin Insurance Group | $30.02 -4.4% | Sale $1,001 - $15,000 | 4/23/2024 | 4/9/2024 | +4.7%
|
| DGX Quest Diagnostics | $138.16 +1.5% | Sale $1,001 - $15,000 | 5/4/2024 | 4/4/2024 | +5.1%
|
| CAT Caterpillar | $351.78 +2.1% | Sale $1,001 - $15,000 | 5/4/2024 | 4/4/2024 | -4.9%
|
| V Visa | $278.71 +0.5% | Purchase $1,001 - $15,000 | 5/4/2024 | 4/4/2024 | +1.7%
|
| NKE NIKE | $93.39 -0.2% | Purchase $15,001 - $50,000 | 5/4/2024 | 4/4/2024 | +4.9%
|
| RTX RTX | $105.73 +1.7% | Purchase $1,001 - $15,000 | 5/4/2024 | 4/4/2024 | +6.5%
|
| TEL TE Connectivity | $146.10 +0.9% | Sale $15,001 - $50,000 | 5/4/2024 | 4/4/2024 | +1.1%
|
| SO Southern | $78.25 +0.8% | Purchase $15,001 - $50,000 | 5/4/2024 | 4/4/2024 | +11.7%
|
| BX Blackstone | $123.00 +2.7% | Sale $1,001 - $15,000 | 5/4/2024 | 4/4/2024 | -2.5%
|
| KR Kroger | $55.00 -0.7% | Sale $1,001 - $15,000 | 5/4/2024 | 4/4/2024 | -4.2%
|
| MCK McKesson | $555.12 +2.1% | Sale $15,001 - $50,000 | 5/4/2024 | 4/4/2024 | +3.8%
|
| MGA Magna International | $46.40 -1.4% | Sale $1,001 - $15,000 | 5/4/2024 | 4/4/2024 | -11.3%
|
| PODD Insulet | $177.53 +1.1% | Sale (Partial) $50,001 - $100,000 | 4/19/2024 | 4/4/2024 | +8.7%
|
| NEE NextEra Energy | $74.58 +2.4% | Sale (Partial) $100,001 - $250,000 | 4/19/2024 | 4/4/2024 | +17.0%
|
|
| FDX FedEx | $262.06 +1.6% | Purchase $1,001 - $15,000 | 4/10/2024 | 4/4/2024 | -4.9%
|
| UPS United Parcel Service | $148.07 +0.2% | Sale $1,001 - $15,000 | 4/10/2024 | 4/4/2024 | -1.3%
|
| ZTS Zoetis | $168.13 +1.9% | Sale (Partial) $1,001 - $15,000 | 5/2/2024 | 4/3/2024 | +3.2%
|
| LULU Lululemon Athletica | $352.95 +2.1% | Sale $15,001 - $50,000 | 5/7/2024 | 4/2/2024 | -6.6%
|
| COP ConocoPhillips | $123.43 +0.3% | Purchase $15,001 - $50,000 | 5/7/2024 | 4/2/2024 | -5.6%
|
| KO Coca-Cola | $62.89 +0.1% | Purchase $1,001 - $15,000 | 5/6/2024 | 4/1/2024 | +3.6%
|
| NGL NGL Energy Partners | $5.79 -2.4% | Sale $100,001 - $250,000 | 4/7/2024 | 4/1/2024 | 0.0%
|
| LMT Lockheed Martin | $468.39 +0.5% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/29/2024 | +3.0%
|
| HES Hess | $159.95 +1.5% | Sale (Full) $1,001 - $15,000 | 5/8/2024 | 3/28/2024 | +4.8%
|
| AMAT Applied Materials | $206.33 -0.5% | Purchase $1,001 - $15,000 | 5/8/2024 | 3/28/2024 | 0.0%
|
| DVN Devon Energy | $50.85 +0.6% | Purchase $15,001 - $50,000 | 4/12/2024 | 3/28/2024 | +1.3%
|
| DVN Devon Energy | $50.85 +0.6% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/28/2024 | +1.3%
|
| LIN Linde | $429.86 +0.5% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/28/2024 | -7.4%
|
| SNV Synovus Financial | $39.61 +1.3% | Sale $15,001 - $50,000 | 4/6/2024 | 3/28/2024 | -1.1%
|
| MOS Mosaic | $29.89 +1.1% | Sale (Full) $1,001 - $15,000 | 3/29/2024 | 3/28/2024 | -7.9%
|
| D Dominion Energy | $52.84 +1.3% | Purchase $1,001 - $15,000 | 3/29/2024 | 3/28/2024 | +7.4%
|
| NTR Nutrien | $58.20 +5.0% | Purchase $1,001 - $15,000 | 3/29/2024 | 3/28/2024 | +7.2%
|
| BRK.B Berkshire Hathaway | $408.82 +0.6% | Sale $15,001 - $50,000 | 3/28/2024 | 3/28/2024 | -2.7%
|
| UPS United Parcel Service | $148.07 +0.2% | Sale (Full) $100,001 - $250,000 | 4/12/2024 | 3/27/2024 | +0.5%
|
| XNGSY ENN Energy | $37.39 +4.2% | Purchase $1,001 - $15,000 | 4/7/2024 | 3/26/2024 | +21.7%
|
| WMB Williams Companies | $39.58 +0.7% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/25/2024 | +3.6%
|
| UL Unilever | $53.42 +1.4% | Sale (Full) $1,001 - $15,000 | 4/24/2024 | 3/22/2024 | +6.9%
|
| PXD Pioneer Natural Resources | $269.62
| Purchase $1,001 - $15,000 | 4/12/2024 | 3/22/2024 | +5.5%
|
| AAPL Apple | $184.57 +1.0% | Sale $1,001 - $15,000 | 4/7/2024 | 3/22/2024 | +7.1%
|
| BRP The Baldwin Insurance Group | $30.02 -4.4% | Sale $1,000,001 - $5,000,000 | 4/23/2024 | 3/21/2024 | +0.5%
|
| WBA Walgreens Boots Alliance | $17.25 +0.1% | Purchase $15,001 - $50,000 | 4/15/2024 | 3/21/2024 | -17.1%
|
| HUMA Humacyte | $4.52 +0.2% | Purchase $1,001 - $15,000 | 4/15/2024 | 3/21/2024 | +25.6%
|
| RTX RTX | $105.73 +1.7% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/21/2024 | +12.2%
|
| HD Home Depot | $347.44 +2.5% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/21/2024 | -12.1%
|
| HUMA Humacyte | $4.52 +0.2% | Purchase $15,001 - $50,000 | 4/15/2024 | 3/21/2024 | +25.6%
|
| PARA Paramount Global | $13.08 +2.0% | Purchase $15,001 - $50,000 | 4/15/2024 | 3/21/2024 | +10.7%
|
| HD Home Depot | $347.44 +2.5% | Purchase $1,001 - $15,000 | 4/9/2024 | 3/21/2024 | -12.1%
|
| SQ Block | $73.20 +2.9% | Purchase $1,001 - $15,000 | 4/7/2024 | 3/21/2024 | -12.9%
|
| SOFI SoFi Technologies | $7.06 +0.1% | Sale (Full) $1,001 - $15,000 | 3/29/2024 | 3/21/2024 | -5.1%
|
| INOD Innodata | $11.50 +9.8% | Sale (Full) $1,001 - $15,000 | 3/29/2024 | 3/21/2024 | +76.9%
|
| UNH UnitedHealth Group | $507.05 +0.8% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/19/2024 | +2.8%
|
| AMD Advanced Micro Devices | $152.39 -0.8% | Purchase $1,001 - $15,000 | 4/7/2024 | 3/18/2024 | -20.1%
|
| D Dominion Energy | $52.84 +1.3% | Sale $1,001 - $15,000 | 3/22/2024 | 3/18/2024 | +8.9%
|
| LDOS Leidos | $146.83 +0.9% | Sale $1,001 - $15,000 | 3/22/2024 | 3/18/2024 | +16.2%
|
| SAIC Science Applications International | $135.75 +1.5% | Sale $1,001 - $15,000 | 3/22/2024 | 3/18/2024 | +5.7%
|
| NEE NextEra Energy | $74.58 +2.4% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/15/2024 | +24.1%
|
| MELI MercadoLibre | $1,695.40 -1.2% | Sale $1,001 - $15,000 | 4/7/2024 | 3/15/2024 | +13.1%
|
| AMD Advanced Micro Devices | $152.39 -0.8% | Purchase $1,001 - $15,000 | 4/7/2024 | 3/15/2024 | -20.2%
|
| TSLA Tesla | $171.97 -1.6% | Sale $1,001 - $15,000 | 4/7/2024 | 3/15/2024 | +5.1%
|
| ADBE Adobe | $482.65 -1.1% | Sale $1,001 - $15,000 | 4/7/2024 | 3/15/2024 | -2.0%
|
| AAPL Apple | $184.57 +1.0% | Sale $1,001 - $15,000 | 4/7/2024 | 3/15/2024 | +6.9%
|
| OCFC OceanFirst Financial | $15.69 +0.7% | Sale $1,001 - $15,000 | 4/7/2024 | 3/14/2024 | +6.7%
|
| SHLS Shoals Technologies Group | $7.68 +2.3% | Sale $1,001 - $15,000 | 4/7/2024 | 3/14/2024 | -35.1%
|
| DAVA Endava | $31.52 -5.0% | Sale $1,001 - $15,000 | 4/7/2024 | 3/14/2024 | -14.0%
|
| DHI D.R. Horton | $149.50 +1.2% | Purchase $1,001 - $15,000 | 4/7/2024 | 3/14/2024 | -0.5%
|
| INTA Intapp | $36.95 +2.2% | Sale $1,001 - $15,000 | 4/7/2024 | 3/14/2024 | +10.6%
|
| ADC Agree Realty | $59.53 +2.0% | Sale $1,001 - $15,000 | 4/7/2024 | 3/14/2024 | +7.8%
|
| BNTX BioNTech | $92.06 +2.1% | Sale $1,001 - $15,000 | 4/7/2024 | 3/14/2024 | -0.9%
|
| FOXF Fox Factory | $47.46 +3.9% | Sale $1,001 - $15,000 | 4/7/2024 | 3/14/2024 | +0.4%
|
| ASML ASML | $913.54 +0.2% | Purchase $15,001 - $50,000 | 4/24/2024 | 3/13/2024 | -5.7%
|
| INTC Intel | $30.09 +0.3% | Sale $15,001 - $50,000 | 4/24/2024 | 3/13/2024 | -30.4%
|
| CMCSA Comcast | $38.54 -1.3% | Sale (Full) $15,001 - $50,000 | 4/24/2024 | 3/13/2024 | -11.0%
|
| AAPL Apple | $184.57 +1.0% | Sale $15,001 - $50,000 | 4/24/2024 | 3/13/2024 | +7.9%
|
| ADI Analog Devices | $204.79 0.0% | Sale $15,001 - $50,000 | 4/24/2024 | 3/13/2024 | +3.1%
|
| AMAT Applied Materials | $206.33 -0.5% | Purchase $50,001 - $100,000 | 4/24/2024 | 3/13/2024 | +2.9%
|
| ADBE Adobe | $482.65 -1.1% | Sale (Full) $1,001 - $15,000 | 4/15/2024 | 3/13/2024 | -15.8%
|
| QCOM QUALCOMM | $180.54 0.0% | Sale (Full) $15,001 - $50,000 | 4/15/2024 | 3/13/2024 | +6.7%
|
| SSDOY Shiseido | $29.00 +3.4% | Sale $1,001 - $15,000 | 4/7/2024 | 3/13/2024 | +3.6%
|
| TDG TransDigm Group | $1,318.86 +0.3% | Sale $1,001 - $15,000 | 4/7/2024 | 3/13/2024 | +11.1%
|
| SNPS Synopsys | $549.88 -0.1% | Sale $1,001 - $15,000 | 4/7/2024 | 3/13/2024 | -2.0%
|
| CRM Salesforce | $275.17 -1.4% | Sale $1,001 - $15,000 | 4/7/2024 | 3/13/2024 | -9.7%
|
| ADBE Adobe | $482.65 -1.1% | Sale $1,001 - $15,000 | 4/7/2024 | 3/13/2024 | -15.8%
|
| ETN Eaton | $333.40 +0.9% | Sale $1,001 - $15,000 | 4/7/2024 | 3/13/2024 | +11.0%
|
| MAR Marriott International | $237.54 +0.9% | Sale $1,001 - $15,000 | 4/7/2024 | 3/13/2024 | -5.5%
|
| DASTY Dassault Systèmes | $40.98 +0.0% | Purchase $1,001 - $15,000 | 4/7/2024 | 3/13/2024 | -11.5%
|
| SQM Sociedad Química y Minera de Chile | $48.30 +1.3% | Purchase $1,001 - $15,000 | 3/29/2024 | 3/13/2024 | -4.3%
|
| GLD SPDR Gold Shares | $216.95 +1.6% | Sale (Partial) $1,001 - $15,000 | 3/29/2024 | 3/13/2024 | +7.8%
|
| CEF Sprott Physical Gold and Silver Trust | $21.98 +2.6% | Sale (Partial) $1,001 - $15,000 | 3/29/2024 | 3/13/2024 | |
| AAPL Apple | $184.57 +1.0% | Sale (Full) $15,001 - $50,000 | 4/15/2024 | 3/12/2024 | +6.5%
|
| JPM JPMorgan Chase & Co. | $197.53 +1.0% | Sale (Full) $1,001 - $15,000 | 4/15/2024 | 3/12/2024 | +4.0%
|
| CSX CSX | $34.50 +0.8% | Sale (Full) $15,001 - $50,000 | 4/15/2024 | 3/12/2024 | -8.8%
|
| TXN Texas Instruments | $185.32 +0.7% | Sale (Full) $1,001 - $15,000 | 4/15/2024 | 3/12/2024 | +6.0%
|
| ACN Accenture | $306.56 -1.7% | Sale (Full) $1,001 - $15,000 | 4/15/2024 | 3/12/2024 | -19.4%
|
| AESI Atlas Energy Solutions | $23.02 +1.5% | Sale $250,001 - $500,000 | 4/11/2024 | 3/12/2024 | +9.0%
|
| LSXMK The Liberty SiriusXM Group | $24.96 +0.2% | Sale (Partial) $15,001 - $50,000 | 4/11/2024 | 3/12/2024 | -16.6%
|
| PPG PPG Industries | $134.35 +1.2% | Purchase $1,001 - $15,000 | 4/9/2024 | 3/12/2024 | -4.9%
|
| MELI MercadoLibre | $1,695.40 -1.2% | Purchase $1,001 - $15,000 | 4/7/2024 | 3/12/2024 | +9.7%
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| TSM Taiwan Semiconductor Manufacturing | $142.79 -0.6% | Sale $1,001 - $15,000 | 4/7/2024 | 3/12/2024 | -1.1%
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| BHP BHP Group | $57.12 +1.1% | Sale $1,001 - $15,000 | 4/7/2024 | 3/12/2024 | +2.0%
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| XOM Exxon Mobil | $118.47 +2.0% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/11/2024 | +8.7%
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| EMR Emerson Electric | $115.59 +2.6% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/11/2024 | +5.4%
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| ROK Rockwell Automation | $270.50 -1.1% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/11/2024 | -5.0%
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| XOM Exxon Mobil | $118.47 +2.0% | Sale $15,001 - $50,000 | 4/10/2024 | 3/11/2024 | +8.7%
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| IBM International Business Machines | $166.30 -2.1% | Purchase $1,001 - $15,000 | 4/9/2024 | 3/11/2024 | -13.3%
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| ETRN Equitrans Midstream | $13.49 +1.1% | Sale (Full) $1,001 - $15,000 | 3/29/2024 | 3/11/2024 | +19.1%
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| ILMN Illumina | $111.35 +0.7% | Sale $1,001 - $15,000 | 4/10/2024 | 3/11/2024 | -19.9%
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| NGL NGL Energy Partners | $5.79 -2.4% | Sale $15,001 - $50,000 | 3/13/2024 | 3/11/2024 | -1.9%
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| AMAT Applied Materials | $206.33 -0.5% | Sale (Full) $1,001 - $15,000 | 4/15/2024 | 3/8/2024 | +0.4%
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| VZ Verizon Communications | $39.80 +0.8% | Purchase $1,001 - $15,000 | 4/17/2024 | 3/7/2024 | +0.7%
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| HTGC Hercules Capital | $19.87 +0.9% | Purchase $1,001 - $15,000 | 4/10/2024 | 3/7/2024 | +9.5%
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| CBZ CBIZ | $76.45 +1.2% | Sale $1,001 - $15,000 | 4/7/2024 | 3/7/2024 | +0.4%
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| DHI D.R. Horton | $149.50 +1.2% | Purchase $1,001 - $15,000 | 4/7/2024 | 3/7/2024 | -3.7%
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| PWP Perella Weinberg Partners | $14.91 -0.3% | Purchase $1,001 - $15,000 | 4/7/2024 | 3/7/2024 | +10.9%
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| AAPL Apple | $184.57 +1.0% | Sale (Partial) $1,001 - $15,000 | 3/29/2024 | 3/7/2024 | +9.2%
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| NVDA NVIDIA | $887.47 -1.8% | Purchase $1,001 - $15,000 | 3/29/2024 | 3/7/2024 | -4.2%
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| ASC Ardmore Shipping | $20.41 +0.3% | Purchase $1,001 - $15,000 | 4/10/2024 | 3/6/2024 | +28.7%
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| JNJ Johnson & Johnson | $149.85 +0.6% | Purchase $1,001 - $15,000 | 4/12/2024 | 3/5/2024 | -6.3%
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| JNJ Johnson & Johnson | $149.85 +0.6% | Purchase $1,001 - $15,000 | 4/9/2024 | 3/5/2024 | -6.3%
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| ICLN iShares Global Clean Energy ETF | $13.95 +0.7% | Purchase $50,001 - $100,000 | 3/29/2024 | 3/5/2024 | +0.6%
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| WFC Wells Fargo & Company | $61.30 +0.1% | Purchase $1,001 - $15,000 | 3/19/2024 | 3/5/2024 | +8.3%
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| ASC Ardmore Shipping | $20.41 +0.3% | Purchase $1,001 - $15,000 | 4/10/2024 | 3/4/2024 | +31.0%
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| NVDA NVIDIA | $887.47 -1.8% | Sale $15,001 - $50,000 | 4/2/2024 | 3/4/2024 | +4.1%
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| AMZN Amazon.com | $189.50 +0.8% | Purchase $0 - $1,000 | 3/26/2024 | 3/4/2024 | +6.7%
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| T AT&T | $17.18 +0.4% | Purchase $0 - $1,000 | 3/26/2024 | 3/4/2024 | +2.3%
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| HCA HCA Healthcare | $321.90 +4.0% | Sale $1,001 - $15,000 | 4/7/2024 | 3/1/2024 | +3.2%
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| NYCB New York Community Bancorp | $3.60 +0.6% | Sale $1,001 - $15,000 | 4/4/2024 | 3/1/2024 | +1.3%
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| WBA Walgreens Boots Alliance | $17.25 +0.1% | Sale $1,001 - $15,000 | 3/22/2024 | 3/1/2024 | -19.7%
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| MSFT Microsoft | $412.32 +0.4% | Sale $100,001 - $250,000 | 3/8/2024 | 2/29/2024 | -0.3%
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| FCX Freeport-McMoRan | $51.08 +2.2% | Sale $1,001 - $15,000 | 3/7/2024 | 2/29/2024 | +35.1%
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| V Visa | $278.71 +0.5% | Purchase $1,001 - $15,000 | 3/7/2024 | 2/29/2024 | -1.3%
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| AAPL Apple | $184.57 +1.0% | Purchase $0 - $1,000 | 2/29/2024 | 2/29/2024 | +2.1%
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| BA Boeing | $181.29 +0.5% | Sale $1,001 - $15,000 | 3/12/2024 | 2/28/2024 | -12.4%
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| URI United Rentals | $689.29 +1.7% | Sale $1,001 - $15,000 | 3/12/2024 | 2/28/2024 | +0.5%
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| TDG TransDigm Group | $1,318.86 +0.3% | Purchase $1,001 - $15,000 | 3/12/2024 | 2/28/2024 | +12.5%
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| GOGL Golden Ocean Group | $14.92 +1.4% | Purchase $50,001 - $100,000 | 3/15/2024 | 2/27/2024 | +24.7%
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| SSBK Southern States Bancshares | $26.65 +1.0% | Purchase $50,001 - $100,000 | 3/15/2024 | 2/27/2024 | +9.9%
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| PFE Pfizer | $28.20 -0.2% | Purchase $1,001 - $15,000 | 3/15/2024 | 2/27/2024 | +4.9%
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| QCOM QUALCOMM | $180.54 0.0% | Sale (Full) $15,001 - $50,000 | 3/15/2024 | 2/27/2024 | +14.0%
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| ZTS Zoetis | $168.13 +1.9% | Purchase $15,001 - $50,000 | 3/15/2024 | 2/27/2024 | -15.5%
|
| SBLK Star Bulk Carriers | $26.12 +0.3% | Purchase $50,001 - $100,000 | 3/15/2024 | 2/27/2024 | +11.4%
|