| Ticker | Sector | Trades |
|---|---|---|
| TBLL | Fixed Income | 12 |
| JMBS | Funds / ETFs | 9 |
| GIGB | Fixed Income | 9 |
| MSFT | Information Technology | 8 |
| SHY | Fixed Income | 8 |
| CMBS | Funds / ETFs | 8 |
| IVW | Large Cap Growth | 8 |
| VEA | International | 7 |
| FTGC | International | 7 |
| MBB | Funds / ETFs | 7 |
| Ticker | Sector | Type | Trade date | Amount | Source |
|---|---|---|---|---|---|
| DVN | Energy | buy | 04/09/2026 | $1,001 - $15,000 | PTR ↗ |
| TBLL | Fixed Income | sell | 04/02/2026 | $1,001 - $15,000 | PTR ↗ |
| CEG | Utilities | buy | 04/02/2026 | $1,001 - $15,000 | PTR ↗ |
| TPYP | Funds / ETFs | sell | 03/20/2026 | $1,001 - $15,000 | PTR ↗ |
| SPYM | Large Cap Blend | buy | 03/20/2026 | $1,001 - $15,000 | PTR ↗ |
| JNJ | Health Care | sell | 03/19/2026 | $1,001 - $15,000 | PTR ↗ |
| BBEU | International | sell | 03/19/2026 | $15,001 - $50,000 | PTR ↗ |
| VEA | International | buy | 03/19/2026 | $1,001 - $15,000 | PTR ↗ |
| NVDA | Information Technology | buy | 03/19/2026 | $1,001 - $15,000 | PTR ↗ |
| FTGC | International | buy | 03/19/2026 | $1,001 - $15,000 | PTR ↗ |
| ARES | Financials | buy | 03/13/2026 | $1,001 - $15,000 | PTR ↗ |
| MSFT | Information Technology | buy | 03/05/2026 | $1,001 - $15,000 | PTR ↗ |
| AMAT | Information Technology | sell | 02/27/2026 | $1,001 - $15,000 | PTR ↗ |
| NTAP | Information Technology | buy | 02/27/2026 | $1,001 - $15,000 | PTR ↗ |
| PG | Consumer Staples | sell | 02/26/2026 | $1,001 - $15,000 | PTR ↗ |
| KR | Consumer Staples | buy | 02/26/2026 | $1,001 - $15,000 | PTR ↗ |
| UNP | Industrials | sell | 02/19/2026 | $1,001 - $15,000 | PTR ↗ |
| ADBE | Information Technology | sell | 02/13/2026 | $1,001 - $15,000 | PTR ↗ |
| MSFT | Information Technology | buy | 02/13/2026 | $1,001 - $15,000 | PTR ↗ |
| JMBS | Funds / ETFs | sell | 02/06/2026 | $1,001 - $15,000 | PTR ↗ |
| SHY | Fixed Income | sell | 02/06/2026 | $15,001 - $50,000 | PTR ↗ |
| MBB | Funds / ETFs | sell | 02/06/2026 | $1,001 - $15,000 | PTR ↗ |
| AGZ | Fixed Income | sell | 02/06/2026 | $1,001 - $15,000 | PTR ↗ |
| DBLEX | International | sell | 02/06/2026 | $1,001 - $15,000 | PTR ↗ |
| UBER | Industrials | buy | 02/06/2026 | $1,001 - $15,000 | PTR ↗ |
| IEF | Fixed Income | buy | 02/06/2026 | $1,001 - $15,000 | PTR ↗ |
| TLH | Fixed Income | buy | 02/06/2026 | $1,001 - $15,000 | PTR ↗ |
| EMB | Fixed Income | buy | 02/06/2026 | $1,001 - $15,000 | PTR ↗ |
| CMBS | Funds / ETFs | buy | 02/06/2026 | $1,001 - $15,000 | PTR ↗ |
| GIGB | Fixed Income | buy | 02/06/2026 | $1,001 - $15,000 | PTR ↗ |
| XTWO | Fixed Income | buy | 02/06/2026 | $15,001 - $50,000 | PTR ↗ |
| UNP | Industrials | sell | 01/29/2026 | $1,001 - $15,000 | PTR ↗ |
| OMC | Communication Services | sell | 01/29/2026 | $1,001 - $15,000 | PTR ↗ |
| IVW | Large Cap Growth | sell | 01/29/2026 | $1,001 - $15,000 | PTR ↗ |
| FISV | Information Technology | sell | 01/29/2026 | $1,001 - $15,000 | PTR ↗ |
| PYPL | Financials | buy | 01/29/2026 | $1,001 - $15,000 | PTR ↗ |
| ETN | Industrials | buy | 01/29/2026 | $1,001 - $15,000 | PTR ↗ |
| CVS | Health Care | buy | 01/29/2026 | $1,001 - $15,000 | PTR ↗ |
| CAT | Industrials | buy | 01/29/2026 | $1,001 - $15,000 | PTR ↗ |
| MU | Information Technology | sell | 01/26/2026 | $1,001 - $15,000 | PTR ↗ |
| DXCM | Health Care | buy | 01/26/2026 | $1,001 - $15,000 | PTR ↗ |
| MDY | Mid Cap Blend | sell | 01/23/2026 | $1,001 - $15,000 | PTR ↗ |
| IWM | Small Cap Blend | sell | 01/23/2026 | $1,001 - $15,000 | PTR ↗ |
| SLV | Funds / ETFs | sell | 01/23/2026 | $1,001 - $15,000 | PTR ↗ |
| PPLT | Financials | sell | 01/23/2026 | $1,001 - $15,000 | PTR ↗ |
| PALL | Financials | sell | 01/23/2026 | $1,001 - $15,000 | PTR ↗ |
| VNQI | International | buy | 01/23/2026 | $1,001 - $15,000 | PTR ↗ |
| TPYP | Funds / ETFs | buy | 01/23/2026 | $1,001 - $15,000 | PTR ↗ |
| LITP | Funds / ETFs | buy | 01/23/2026 | $1,001 - $15,000 | PTR ↗ |
| RNWGX | International | buy | 01/23/2026 | $1,001 - $15,000 | PTR ↗ |
| JMBS | Funds / ETFs | buy | 01/23/2026 | $1,001 - $15,000 | PTR ↗ |
| IVV | Large Cap Blend | buy | 01/23/2026 | $1,001 - $15,000 | PTR ↗ |
| CMBS | Funds / ETFs | buy | 01/23/2026 | $1,001 - $15,000 | PTR ↗ |
| MBB | Funds / ETFs | buy | 01/23/2026 | $1,001 - $15,000 | PTR ↗ |
| TBLL | Fixed Income | buy | 01/23/2026 | $1,001 - $15,000 | PTR ↗ |
| GIGB | Fixed Income | buy | 01/23/2026 | $1,001 - $15,000 | PTR ↗ |
| GEM | International | buy | 01/23/2026 | $1,001 - $15,000 | PTR ↗ |
| FTGC | International | buy | 01/23/2026 | $1,001 - $15,000 | PTR ↗ |
| EIPI | Funds / ETFs | buy | 01/23/2026 | $1,001 - $15,000 | PTR ↗ |
| OMC | Communication Services | sell | 01/15/2026 | $1,001 - $15,000 | PTR ↗ |
| V | Financials | buy | 01/15/2026 | $1,001 - $15,000 | PTR ↗ |
| AAPL | Information Technology | buy | 01/15/2026 | $1,001 - $15,000 | PTR ↗ |
| MU | Information Technology | sell | 01/08/2026 | $1,001 - $15,000 | PTR ↗ |
| LRCX | Information Technology | sell | 01/08/2026 | $1,001 - $15,000 | PTR ↗ |
| NFLX | Communication Services | buy | 01/08/2026 | $1,001 - $15,000 | PTR ↗ |
| XOM | Energy | buy | 01/08/2026 | $1,001 - $15,000 | PTR ↗ |
| DIS | Communication Services | buy | 01/08/2026 | $1,001 - $15,000 | PTR ↗ |
| SMCI | Information Technology | sell | 12/31/2025 | $1,001 - $15,000 | PTR ↗ |
| IVW | Large Cap Growth | buy | 12/31/2025 | $1,001 - $15,000 | PTR ↗ |
| KRE | Funds / ETFs | sell | 12/26/2025 | $1,001 - $15,000 | PTR ↗ |
| IJR | Small Cap Blend | buy | 12/26/2025 | $1,001 - $15,000 | PTR ↗ |
| SLV | Funds / ETFs | sell | 12/24/2025 | $1,001 - $15,000 | PTR ↗ |
| PPLT | Financials | sell | 12/24/2025 | $1,001 - $15,000 | PTR ↗ |
| PALL | Financials | sell | 12/24/2025 | $1,001 - $15,000 | PTR ↗ |
| SPYM | Large Cap Blend | buy | 12/24/2025 | $15,001 - $50,000 | PTR ↗ |
| MSI | Information Technology | sell | 12/17/2025 | $1,001 - $15,000 | PTR ↗ |
| BSX | Health Care | sell | 12/17/2025 | $1,001 - $15,000 | PTR ↗ |
| WFC | Financials | buy | 12/17/2025 | $1,001 - $15,000 | PTR ↗ |
| MSFT | Information Technology | buy | 12/17/2025 | $1,001 - $15,000 | PTR ↗ |
| AAPL | Information Technology | buy | 12/17/2025 | $1,001 - $15,000 | PTR ↗ |
| TBLL | Fixed Income | sell | 12/11/2025 | $1,001 - $15,000 | PTR ↗ |
| SMCI | Information Technology | buy | 12/11/2025 | $1,001 - $15,000 | PTR ↗ |
| ANET | Information Technology | buy | 12/11/2025 | $1,001 - $15,000 | PTR ↗ |
| VEA | International | sell | 11/21/2025 | $1,001 - $15,000 | PTR ↗ |
| VNQI | International | sell | 11/21/2025 | $1,001 - $15,000 | PTR ↗ |
| TPYP | Funds / ETFs | sell | 11/21/2025 | $1,001 - $15,000 | PTR ↗ |
| LLY | Health Care | sell | 11/21/2025 | $1,001 - $15,000 | PTR ↗ |
| IVV | Large Cap Blend | sell | 11/21/2025 | $1,001 - $15,000 | PTR ↗ |
| IWM | Small Cap Blend | sell | 11/21/2025 | $1,001 - $15,000 | PTR ↗ |
| FISV | Information Technology | sell | 11/21/2025 | $1,001 - $15,000 | PTR ↗ |
| FTGC | International | sell | 11/21/2025 | $1,001 - $15,000 | PTR ↗ |
| EIPI | Funds / ETFs | sell | 11/21/2025 | $1,001 - $15,000 | PTR ↗ |
| MDY | Mid Cap Blend | buy | 11/21/2025 | $1,001 - $15,000 | PTR ↗ |
| PYPL | Financials | buy | 11/21/2025 | $1,001 - $15,000 | PTR ↗ |
| JMBS | Funds / ETFs | buy | 11/21/2025 | $1,001 - $15,000 | PTR ↗ |
| CMBS | Funds / ETFs | buy | 11/21/2025 | $1,001 - $15,000 | PTR ↗ |
| MBB | Funds / ETFs | buy | 11/21/2025 | $1,001 - $15,000 | PTR ↗ |
| GIGB | Fixed Income | buy | 11/21/2025 | $1,001 - $15,000 | PTR ↗ |
| RNWAX | International | sell | 11/20/2025 | $1,001 - $15,000 | PTR ↗ |
| EFA | International | sell | 11/20/2025 | $1,001 - $15,000 | PTR ↗ |
| GEM | International | sell | 11/20/2025 | $1,001 - $15,000 | PTR ↗ |
| WWSYX | Small Cap Blend | buy | 11/20/2025 | $1,001 - $15,000 | PTR ↗ |
| CRM | Information Technology | sell | 11/13/2025 | $1,001 - $15,000 | PTR ↗ |
| ANET | Information Technology | buy | 11/13/2025 | $1,001 - $15,000 | PTR ↗ |
| AMZN | Consumer Discretionary | buy | 11/13/2025 | $1,001 - $15,000 | PTR ↗ |
| AAXJ | International | sell | 11/06/2025 | $1,001 - $15,000 | PTR ↗ |
| VEA | International | buy | 11/06/2025 | $1,001 - $15,000 | PTR ↗ |
| VWO | International | buy | 11/06/2025 | $1,001 - $15,000 | PTR ↗ |
| TPYP | Funds / ETFs | sell | 11/03/2025 | $1,001 - $15,000 | PTR ↗ |
| OMC | Communication Services | sell | 10/31/2025 | $1,001 - $15,000 | PTR ↗ |
| META | Communication Services | buy | 10/31/2025 | $1,001 - $15,000 | PTR ↗ |
| COLPAL | Unclassified | sell | 10/09/2025 | $1,001 - $15,000 | PTR ↗ |
| COST | Consumer Staples | buy | 10/09/2025 | $1,001 - $15,000 | PTR ↗ |
| URNM | Funds / ETFs | sell | 10/03/2025 | $1,001 - $15,000 | PTR ↗ |
| LITP | Funds / ETFs | sell | 10/03/2025 | $1,001 - $15,000 | PTR ↗ |
| SLV | Funds / ETFs | sell | 10/03/2025 | $1,001 - $15,000 | PTR ↗ |
| EMLP | Funds / ETFs | sell | 10/03/2025 | $15,001 - $50,000 | PTR ↗ |
| FTGC | International | buy | 10/03/2025 | $1,001 - $15,000 | PTR ↗ |
| EIPI | Funds / ETFs | buy | 10/03/2025 | $15,001 - $50,000 | PTR ↗ |
| IQV | Health Care | sell | 10/02/2025 | $1,001 - $15,000 | PTR ↗ |
| GOOGL | Communication Services | buy | 09/17/2025 | $1,001 - $15,000 | PTR ↗ |
| MU | Information Technology | sell | 09/17/2025 | $1,001 - $15,000 | PTR ↗ |
| GOOGL | Communication Services | buy | 09/17/2025 | $15,001 - $50,000 | PTR ↗ |
| SCHP | Fixed Income | buy | 09/16/2025 | $1,001 - $15,000 | PTR ↗ |
| IEF | Fixed Income | buy | 09/16/2025 | $15,001 - $50,000 | PTR ↗ |
| SHY | Fixed Income | buy | 09/16/2025 | $1,001 - $15,000 | PTR ↗ |
| IEI | Fixed Income | buy | 09/16/2025 | $15,001 - $50,000 | PTR ↗ |
| JMBS | Funds / ETFs | sell | 09/16/2025 | $1,001 - $15,000 | PTR ↗ |
| CMBS | Funds / ETFs | sell | 09/16/2025 | $1,001 - $15,000 | PTR ↗ |
| TLT | Fixed Income | sell | 09/16/2025 | $15,001 - $50,000 | PTR ↗ |
| MBB | Funds / ETFs | sell | 09/16/2025 | $1,001 - $15,000 | PTR ↗ |
| AGZ | Fixed Income | sell | 09/16/2025 | $1,001 - $15,000 | PTR ↗ |
| GBIL | Fixed Income | sell | 09/16/2025 | $1,001 - $15,000 | PTR ↗ |
| GIGB | Fixed Income | sell | 09/16/2025 | $1,001 - $15,000 | PTR ↗ |
| ETN | Industrials | buy | 09/12/2025 | $1,001 - $15,000 | PTR ↗ |
| ORCL | Information Technology | sell | 09/12/2025 | $1,001 - $15,000 | PTR ↗ |
| ADBE | Information Technology | buy | 09/04/2025 | $1,001 - $15,000 | PTR ↗ |
| MU | Information Technology | sell | 08/22/2025 | $1,001 - $15,000 | PTR ↗ |
| ABBV | Health Care | sell | 08/22/2025 | $1,001 - $15,000 | PTR ↗ |
| NVDA | Information Technology | buy | 08/22/2025 | $1,001 - $15,000 | PTR ↗ |
| LLY | Health Care | buy | 08/22/2025 | $1,001 - $15,000 | PTR ↗ |
| EMRZX | International | sell | 08/14/2025 | $15,001 - $50,000 | PTR ↗ |
| RNWGX | International | buy | 08/14/2025 | $15,001 - $50,000 | PTR ↗ |
| ABBV | Health Care | sell | 08/11/2025 | $1,001 - $15,000 | PTR ↗ |
| LLY | Health Care | buy | 08/11/2025 | $1,001 - $15,000 | PTR ↗ |
| EMRZX | International | sell | 08/07/2025 | $15,001 - $50,000 | PTR ↗ |
| RNWGX | International | buy | 08/07/2025 | $15,001 - $50,000 | PTR ↗ |
| AMD | Information Technology | buy | 08/07/2025 | $1,001 - $15,000 | PTR ↗ |
| VEA | International | sell | 08/01/2025 | $1,001 - $15,000 | PTR ↗ |
| EMRZX | International | sell | 08/01/2025 | $1,001 - $15,000 | PTR ↗ |
| URNM | Funds / ETFs | sell | 08/01/2025 | $1,001 - $15,000 | PTR ↗ |
| IVV | Large Cap Blend | sell | 08/01/2025 | $1,001 - $15,000 | PTR ↗ |
| EFA | International | sell | 08/01/2025 | $1,001 - $15,000 | PTR ↗ |
| SLV | Funds / ETFs | sell | 08/01/2025 | $1,001 - $15,000 | PTR ↗ |
| TBLL | Fixed Income | sell | 08/01/2025 | $15,001 - $50,000 | PTR ↗ |
| GIGB | Fixed Income | sell | 08/01/2025 | $1,001 - $15,000 | PTR ↗ |
| GEM | International | sell | 08/01/2025 | $1,001 - $15,000 | PTR ↗ |
| EMLP | Funds / ETFs | sell | 08/01/2025 | $1,001 - $15,000 | PTR ↗ |
| PPLT | Financials | sell | 08/01/2025 | $1,001 - $15,000 | PTR ↗ |
| PALL | Financials | sell | 08/01/2025 | $1,001 - $15,000 | PTR ↗ |
| VNQI | International | buy | 08/01/2025 | $1,001 - $15,000 | PTR ↗ |
| SCHP | Fixed Income | buy | 08/01/2025 | $1,001 - $15,000 | PTR ↗ |
| RNWGX | International | buy | 08/01/2025 | $1,001 - $15,000 | PTR ↗ |
| JMBS | Funds / ETFs | buy | 08/01/2025 | $1,001 - $15,000 | PTR ↗ |
| IWM | Small Cap Blend | buy | 08/01/2025 | $1,001 - $15,000 | PTR ↗ |
| IEF | Fixed Income | buy | 08/01/2025 | $1,001 - $15,000 | PTR ↗ |
| SHY | Fixed Income | buy | 08/01/2025 | $1,001 - $15,000 | PTR ↗ |
| TLH | Fixed Income | buy | 08/01/2025 | $1,001 - $15,000 | PTR ↗ |
| CMBS | Funds / ETFs | buy | 08/01/2025 | $1,001 - $15,000 | PTR ↗ |
| IEI | Fixed Income | buy | 08/01/2025 | $1,001 - $15,000 | PTR ↗ |
| TLT | Fixed Income | buy | 08/01/2025 | $1,001 - $15,000 | PTR ↗ |
| MBB | Funds / ETFs | buy | 08/01/2025 | $1,001 - $15,000 | PTR ↗ |
| AGZ | Fixed Income | buy | 08/01/2025 | $1,001 - $15,000 | PTR ↗ |
| GEM | International | buy | 08/01/2025 | $1,001 - $15,000 | PTR ↗ |
| WWSYX | Small Cap Blend | buy | 08/01/2025 | $1,001 - $15,000 | PTR ↗ |
| MDLZ | Consumer Staples | sell | 07/31/2025 | $1,001 - $15,000 | PTR ↗ |
| GD | Industrials | sell | 07/31/2025 | $1,001 - $15,000 | PTR ↗ |
| WMT | Consumer Staples | buy | 07/31/2025 | $1,001 - $15,000 | PTR ↗ |
| GE | Industrials | buy | 07/31/2025 | $1,001 - $15,000 | PTR ↗ |
| JPM | Financials | sell | 07/24/2025 | $1,001 - $15,000 | PTR ↗ |
| HYG | Fixed Income | sell | 07/08/2025 | $1,001 - $15,000 | PTR ↗ |
| GIGB | Fixed Income | buy | 07/08/2025 | $1,001 - $15,000 | PTR ↗ |
| MU | Information Technology | sell | 07/01/2025 | $1,001 - $15,000 | PTR ↗ |
| UNH | Health Care | sell | 06/11/2025 | $1,001 - $15,000 | PTR ↗ |
| MU | Information Technology | sell | 06/11/2025 | $1,001 - $15,000 | PTR ↗ |
| TBLL | Fixed Income | buy | 06/11/2025 | $1,001 - $15,000 | PTR ↗ |
| AVGO | Information Technology | buy | 06/11/2025 | $1,001 - $15,000 | PTR ↗ |
| RTX | Industrials | buy | 05/30/2025 | $1,001 - $15,000 | PTR ↗ |
| META | Communication Services | buy | 05/30/2025 | $1,001 - $15,000 | PTR ↗ |
| FBIN | Consumer Discretionary | sell | 05/30/2025 | $1,001 - $15,000 | PTR ↗ |
| HD | Consumer Discretionary | buy | 05/20/2025 | $1,001 - $15,000 | PTR ↗ |
| ATO | Utilities | buy | 05/20/2025 | $1,001 - $15,000 | PTR ↗ |
| GOOGL | Communication Services | buy | 05/20/2025 | $1,001 - $15,000 | PTR ↗ |
| NRG | Utilities | sell | 05/20/2025 | $1,001 - $15,000 | PTR ↗ |
| LOW | Consumer Discretionary | sell | 05/20/2025 | $1,001 - $15,000 | PTR ↗ |
| GD | Industrials | sell | 05/20/2025 | $1,001 - $15,000 | PTR ↗ |
| DTE | Utilities | sell | 05/20/2025 | $1,001 - $15,000 | PTR ↗ |
| META | Communication Services | buy | 05/16/2025 | $1,001 - $15,000 | PTR ↗ |
| HD | Consumer Discretionary | buy | 05/16/2025 | $1,001 - $15,000 | PTR ↗ |
| AMZN | Consumer Discretionary | buy | 05/16/2025 | $1,001 - $15,000 | PTR ↗ |
| TBLL | Fixed Income | sell | 05/16/2025 | $1,001 - $15,000 | PTR ↗ |
| NVDA | Information Technology | buy | 05/13/2025 | $1,001 - $15,000 | PTR ↗ |
| AVGO | Information Technology | buy | 05/13/2025 | $1,001 - $15,000 | PTR ↗ |
| VLO | Energy | sell | 05/13/2025 | $1,001 - $15,000 | PTR ↗ |
| CRM | Information Technology | sell | 04/22/2025 | $1,001 - $15,000 | PTR ↗ |
| MSFT | Information Technology | buy | 04/22/2025 | $1,001 - $15,000 | PTR ↗ |
| LRCX | Information Technology | sell | 04/16/2025 | $1,001 - $15,000 | PTR ↗ |
| GILD | Health Care | sell | 04/16/2025 | $1,001 - $15,000 | PTR ↗ |
| AMAT | Information Technology | sell | 04/16/2025 | $1,001 - $15,000 | PTR ↗ |
| UNH | Health Care | buy | 04/16/2025 | $1,001 - $15,000 | PTR ↗ |
| ORCL | Information Technology | buy | 04/16/2025 | $1,001 - $15,000 | PTR ↗ |
| MSFT | Information Technology | buy | 04/16/2025 | $1,001 - $15,000 | PTR ↗ |
| BAC | Financials | sell | 04/15/2025 | $1,001 - $15,000 | PTR ↗ |
| META | Communication Services | buy | 04/15/2025 | $1,001 - $15,000 | PTR ↗ |
| SHY | Fixed Income | sell | 04/09/2025 | $1,001 - $15,000 | PTR ↗ |
| HYG | Fixed Income | buy | 04/09/2025 | $1,001 - $15,000 | PTR ↗ |
| JPM | Financials | sell | 04/08/2025 | $1,001 - $15,000 | PTR ↗ |
| IVW | Large Cap Growth | sell | 04/08/2025 | $1,001 - $15,000 | PTR ↗ |
| COLPAL | Unclassified | buy | 04/08/2025 | $1,001 - $15,000 | PTR ↗ |
| FTGC | International | buy | 04/08/2025 | $1,001 - $15,000 | PTR ↗ |
| AVGO | Information Technology | buy | 04/08/2025 | $1,001 - $15,000 | PTR ↗ |
| IVW | Large Cap Growth | sell | 03/19/2025 | $1,001 - $15,000 | PTR ↗ |
| DTE | Utilities | sell | 03/19/2025 | $1,001 - $15,000 | PTR ↗ |
| TBLL | Fixed Income | buy | 03/19/2025 | $1,001 - $15,000 | PTR ↗ |
| AMAT | Information Technology | buy | 03/19/2025 | $1,001 - $15,000 | PTR ↗ |
| TBLL | Fixed Income | buy | 03/05/2025 | $1,001 - $15,000 | PTR ↗ |
| IVW | Large Cap Growth | sell | 02/26/2025 | $1,001 - $15,000 | PTR ↗ |
| FTGC | International | sell | 02/26/2025 | $1,001 - $15,000 | PTR ↗ |
| EMLP | Funds / ETFs | sell | 02/26/2025 | $1,001 - $15,000 | PTR ↗ |
| LITP | Funds / ETFs | buy | 02/26/2025 | $1,001 - $15,000 | PTR ↗ |
| NVDA | Information Technology | buy | 02/26/2025 | $1,001 - $15,000 | PTR ↗ |
| MSI | Information Technology | buy | 02/26/2025 | $1,001 - $15,000 | PTR ↗ |
| TBLL | Fixed Income | buy | 02/26/2025 | $1,001 - $15,000 | PTR ↗ |
| ECL | Consumer Staples | buy | 02/26/2025 | $1,001 - $15,000 | PTR ↗ |
| AXP | Financials | buy | 02/26/2025 | $1,001 - $15,000 | PTR ↗ |
| AMZN | Consumer Discretionary | buy | 02/26/2025 | $1,001 - $15,000 | PTR ↗ |
| URNM | Funds / ETFs | buy | 02/25/2025 | $1,001 - $15,000 | PTR ↗ |
| IVW | Large Cap Growth | sell | 02/14/2025 | $1,001 - $15,000 | PTR ↗ |
| MSFT | Information Technology | buy | 02/14/2025 | $1,001 - $15,000 | PTR ↗ |
| PFE | Health Care | sell | 02/13/2025 | $1,001 - $15,000 | PTR ↗ |
| DIS | Communication Services | sell | 02/13/2025 | $1,001 - $15,000 | PTR ↗ |
| BSX | Health Care | buy | 02/13/2025 | $1,001 - $15,000 | PTR ↗ |
| GOOGL | Communication Services | buy | 02/13/2025 | $1,001 - $15,000 | PTR ↗ |
| LRCX | Information Technology | sell | 02/05/2025 | $1,001 - $15,000 | PTR ↗ |
| JPM | Financials | sell | 02/05/2025 | $1,001 - $15,000 | PTR ↗ |
| BAC | Financials | sell | 02/05/2025 | $1,001 - $15,000 | PTR ↗ |
| MSFT | Information Technology | buy | 02/05/2025 | $1,001 - $15,000 | PTR ↗ |
| MA | Financials | buy | 02/05/2025 | $1,001 - $15,000 | PTR ↗ |
| AXP | Financials | buy | 02/05/2025 | $1,001 - $15,000 | PTR ↗ |
| QSR | Consumer Discretionary | sell | 02/04/2025 | $1,001 - $15,000 | PTR ↗ |
| AMZN | Consumer Discretionary | buy | 02/04/2025 | $1,001 - $15,000 | PTR ↗ |
| IVW | Large Cap Growth | sell | 01/28/2025 | $1,001 - $15,000 | PTR ↗ |
| HPQ | Information Technology | sell | 01/28/2025 | $1,001 - $15,000 | PTR ↗ |
| NRG | Utilities | buy | 01/28/2025 | $1,001 - $15,000 | PTR ↗ |
| TBLL | Fixed Income | buy | 01/28/2025 | $1,001 - $15,000 | PTR ↗ |
| SPY | Large Cap Blend | sell | 01/16/2025 | $1,001 - $15,000 | PTR ↗ |
| TBLL | Fixed Income | buy | 01/16/2025 | $1,001 - $15,000 | PTR ↗ |
| QQQ | Large Cap Growth | sell | 01/14/2025 | $1,001 - $15,000 | PTR ↗ |
| EBAY | Information Technology | sell | 01/14/2025 | $1,001 - $15,000 | PTR ↗ |
| CSCO | Information Technology | sell | 01/14/2025 | $1,001 - $15,000 | PTR ↗ |
| CRM | Information Technology | buy | 01/14/2025 | $1,001 - $15,000 | PTR ↗ |
| NVDA | Information Technology | buy | 01/14/2025 | $1,001 - $15,000 | PTR ↗ |
| MA | Financials | buy | 01/14/2025 | $1,001 - $15,000 | PTR ↗ |
| AMAT | Information Technology | sell | 12/23/2024 | $1,001 - $15,000 | PTR ↗ |
| VWO | International | sell | 11/20/2024 | $1,001 - $15,000 | PTR ↗ |
| SWKS | Information Technology | sell | 11/20/2024 | $1,001 - $15,000 | PTR ↗ |
| BBEU | International | sell | 11/20/2024 | $1,001 - $15,000 | PTR ↗ |
| AAXJ | International | buy | 11/20/2024 | $1,001 - $15,000 | PTR ↗ |
| SPY | Large Cap Blend | buy | 11/13/2024 | $1,001 - $15,000 | PTR ↗ |
| IWM | Small Cap Blend | sell | 10/09/2024 | $1,001 - $15,000 | PTR ↗ |
| IVV | Large Cap Blend | sell | 10/06/2024 | $1,001 - $15,000 | PTR ↗ |
| FI | Financials | sell | 09/26/2024 | $1,001 - $15,000 | PTR ↗ |
| VEA | International | sell | 09/09/2024 | $1,001 - $15,000 | PTR ↗ |
| MDY | Mid Cap Blend | sell | 09/09/2024 | $1,001 - $15,000 | PTR ↗ |
| EFA | International | sell | 09/09/2024 | $1,001 - $15,000 | PTR ↗ |
| VNQI | International | sell | 09/06/2024 | $1,001 - $15,000 | PTR ↗ |
| TPYP | Funds / ETFs | sell | 09/06/2024 | $15,001 - $50,000 | PTR ↗ |
| EMLP | Funds / ETFs | sell | 09/06/2024 | $1,001 - $15,000 | PTR ↗ |
| WWSYX | Small Cap Blend | sell | 09/06/2024 | $1,001 - $15,000 | PTR ↗ |
| SCHP | Fixed Income | buy | 09/06/2024 | $1,001 - $15,000 | PTR ↗ |
| JMBS | Funds / ETFs | buy | 09/06/2024 | $1,001 - $15,000 | PTR ↗ |
| IVV | Large Cap Blend | buy | 09/06/2024 | $1,001 - $15,000 | PTR ↗ |
| IEF | Fixed Income | buy | 09/06/2024 | $1,001 - $15,000 | PTR ↗ |
| SHY | Fixed Income | buy | 09/06/2024 | $1,001 - $15,000 | PTR ↗ |
| TLH | Fixed Income | buy | 09/06/2024 | $1,001 - $15,000 | PTR ↗ |
| CMBS | Funds / ETFs | buy | 09/06/2024 | $1,001 - $15,000 | PTR ↗ |
| IEI | Fixed Income | buy | 09/06/2024 | $1,001 - $15,000 | PTR ↗ |
| TLT | Fixed Income | buy | 09/06/2024 | $1,001 - $15,000 | PTR ↗ |
| MBB | Funds / ETFs | buy | 09/06/2024 | $1,001 - $15,000 | PTR ↗ |
| AGZ | Fixed Income | buy | 09/06/2024 | $1,001 - $15,000 | PTR ↗ |
| TBLL | Fixed Income | buy | 09/06/2024 | $15,001 - $50,000 | PTR ↗ |
| GIGB | Fixed Income | buy | 09/06/2024 | $1,001 - $15,000 | PTR ↗ |
| FTGC | International | buy | 09/06/2024 | $15,001 - $50,000 | PTR ↗ |
| PPLT | Financials | buy | 09/06/2024 | $1,001 - $15,000 | PTR ↗ |
| PALL | Financials | buy | 09/06/2024 | $1,001 - $15,000 | PTR ↗ |
| MSI | Information Technology | buy | 07/26/2024 | $1,001 - $15,000 | PTR ↗ |
| GOOGL | Communication Services | buy | 07/26/2024 | $1,001 - $15,000 | PTR ↗ |
| LRCX | Information Technology | sell | 07/26/2024 | $1,001 - $15,000 | PTR ↗ |
| VEA | International | buy | 07/18/2024 | $1,001 - $15,000 | PTR ↗ |
| MDY | Mid Cap Blend | sell | 07/18/2024 | $1,001 - $15,000 | PTR ↗ |
| IVV | Large Cap Blend | sell | 07/04/2024 | $1,001 - $15,000 | PTR ↗ |
| IEF | Fixed Income | sell | 06/26/2024 | $1,001 - $15,000 | PTR ↗ |
| SHY | Fixed Income | sell | 06/26/2024 | $1,001 - $15,000 | PTR ↗ |
| SCHP | Fixed Income | buy | 06/26/2024 | $1,001 - $15,000 | PTR ↗ |
| JMBS | Funds / ETFs | buy | 06/26/2024 | $1,001 - $15,000 | PTR ↗ |
| TLH | Fixed Income | buy | 06/26/2024 | $1,001 - $15,000 | PTR ↗ |
| NMVZX | Mid Cap Value | sell | 06/24/2024 | $1,001 - $15,000 | PTR ↗ |
| DALCX | Mid Cap Value | buy | 06/24/2024 | $1,001 - $15,000 | PTR ↗ |
| CMCSA | Communication Services | sell | 06/20/2024 | $1,001 - $15,000 | PTR ↗ |
| MSFT | Information Technology | buy | 06/20/2024 | $1,001 - $15,000 | PTR ↗ |
| MDY | Mid Cap Blend | sell | 06/04/2024 | $1,001 - $15,000 | PTR ↗ |
| EFA | International | sell | 06/04/2024 | $15,001 - $50,000 | PTR ↗ |
| VEA | International | buy | 06/04/2024 | $15,001 - $50,000 | PTR ↗ |
| SPY | Large Cap Blend | buy | 06/04/2024 | $1,001 - $15,000 | PTR ↗ |
| NMVZX | Mid Cap Value | buy | 06/04/2024 | $1,001 - $15,000 | PTR ↗ |
| GEM | International | buy | 06/04/2024 | $1,001 - $15,000 | PTR ↗ |
| GIGB | Fixed Income | buy | 05/31/2024 | $1,001 - $15,000 | PTR ↗ |
| IVW | Large Cap Growth | sell | 05/31/2024 | $1,001 - $15,000 | PTR ↗ |
| EFA | International | sell | 05/31/2024 | $1,001 - $15,000 | PTR ↗ |
| CMBS | Funds / ETFs | sell | 04/16/2024 | $1,001 - $15,000 | PTR ↗ |
| JMBS | Funds / ETFs | buy | 04/16/2024 | $1,001 - $15,000 | PTR ↗ |
| EFA | International | sell | 04/11/2024 | $15,001 - $50,000 | PTR ↗ |
| SCZ | International | buy | 04/11/2024 | $15,001 - $50,000 | PTR ↗ |
| HES | Energy | sell | 03/28/2024 | $1,001 - $15,000 | PTR ↗ |
| AMAT | Information Technology | buy | 03/28/2024 | $1,001 - $15,000 | PTR ↗ |
| SCHP | Fixed Income | sell | 02/20/2024 | $1,001 - $15,000 | PTR ↗ |
| IEF | Fixed Income | sell | 02/20/2024 | $1,001 - $15,000 | PTR ↗ |
| TLH | Fixed Income | buy | 02/20/2024 | $1,001 - $15,000 | PTR ↗ |
| TLT | Fixed Income | buy | 02/20/2024 | $1,001 - $15,000 | PTR ↗ |
| LRCX | Information Technology | sell | 12/20/2023 | $1,001 - $15,000 | PTR ↗ |
| PFE | Health Care | buy | 12/20/2023 | $1,001 - $15,000 | PTR ↗ |
| GBIL | Fixed Income | sell | 12/12/2023 | $1,001 - $15,000 | PTR ↗ |
| PPLT | Financials | buy | 12/12/2023 | $1,001 - $15,000 | PTR ↗ |
| PALL | Financials | buy | 12/12/2023 | $1,001 - $15,000 | PTR ↗ |
| TLT | Fixed Income | sell | 11/29/2023 | $1,001 - $15,000 | PTR ↗ |
| SHY | Fixed Income | buy | 11/29/2023 | $1,001 - $15,000 | PTR ↗ |
| TLH | Fixed Income | buy | 11/08/2023 | $1,001 - $15,000 | PTR ↗ |
| SHY | Fixed Income | sell | 11/07/2023 | $1,001 - $15,000 | PTR ↗ |
| CMBS | Funds / ETFs | sell | 11/07/2023 | $1,001 - $15,000 | PTR ↗ |
| AGZ | Fixed Income | sell | 11/07/2023 | $1,001 - $15,000 | PTR ↗ |
| GBIL | Fixed Income | sell | 11/07/2023 | $1,001 - $15,000 | PTR ↗ |
| GIGB | Fixed Income | sell | 11/07/2023 | $1,001 - $15,000 | PTR ↗ |
| JMBS | Funds / ETFs | buy | 11/07/2023 | $1,001 - $15,000 | PTR ↗ |
| TLT | Fixed Income | buy | 11/07/2023 | $1,001 - $15,000 | PTR ↗ |
| MBB | Funds / ETFs | buy | 11/07/2023 | $1,001 - $15,000 | PTR ↗ |
| AES | Utilities | sell | 10/05/2023 | $1,001 - $15,000 | PTR ↗ |
| FEP | International | sell | 08/29/2023 | $15,001 - $50,000 | PTR ↗ |
| BBEU | International | buy | 08/29/2023 | $15,001 - $50,000 | PTR ↗ |