Senate · DE

Thomas R Carper Dem

369 disclosed transactions across 72 filing(s)

← All politicians

369

Transactions

$3.3M

Disclosed volume*

159

Buys

210

Sells

Traded-portfolio performance

volume-weighted basket

+0%

+4%

+11%

+17%

+28%

+45%

+61%

+63%

Index (start = 100) of the stocks Carper has traded, weighted by disclosed volume — reflects how those tickers performed, not exact entry/exit timing.

Trades over time

by month

Portfolio diversity

by sector

Funds / ETFs 25%International 12%Fixed Income 9%Information Technology 9%Financials 5%Unclassified 5%Industrials 5%Health Care 5%Materials 4%Energy 3%Large Cap Blend 3%Real Estate 3%Consumer Discretionary 2%Small Cap Value 2%Mid Cap Blend 2%Communication Services 2%Utilities 1%Small Cap Growth 1%

Most-traded tickers

by count

Ticker	Sector	Trades
PSQ	Funds / ETFs	8
MOO	Funds / ETFs	7
GBIL	Fixed Income	7
WIW	Fixed Income	7
SRVR	Funds / ETFs	6
GLD	Funds / ETFs	6
FCPIX	International	6
HDGE	Funds / ETFs	5
FIMKX	Funds / ETFs	5
JHMM	Mid Cap Blend	5

Net positioning

buy − sell volume

−$464K

Net disclosed selling across all reports

Buy volume

+$1.4M

Sell volume

−$1.9M

All disclosed trades

STOCK Act PTRs

Ticker	Sector	Type	Trade date	Amount	Source
AY	Unclassified	sell	12/13/2024	$1,001 - $15,000	PTR ↗
TGT	Consumer Staples	buy	05/22/2024	$1,001 - $15,000	PTR ↗
VEA	International	buy	05/16/2024	$1,001 - $15,000	PTR ↗
PRF	Funds / ETFs	sell	05/16/2024	$1,001 - $15,000	PTR ↗
VIG	Large Cap Blend	buy	05/16/2024	$1,001 - $15,000	PTR ↗
COWZ	Funds / ETFs	buy	05/16/2024	$1,001 - $15,000	PTR ↗
ICOW	International	buy	05/16/2024	$1,001 - $15,000	PTR ↗
EFAD	International	sell	05/16/2024	$1,001 - $15,000	PTR ↗
FDRR	Funds / ETFs	sell	05/16/2024	$1,001 - $15,000	PTR ↗
SMDV	Small Cap Value	sell	05/15/2024	$1,001 - $15,000	PTR ↗
CALF	Small Cap Blend	buy	05/15/2024	$1,001 - $15,000	PTR ↗
SRVR	Funds / ETFs	buy	05/14/2024	$1,001 - $15,000	PTR ↗
MOO	Funds / ETFs	sell	05/14/2024	$1,001 - $15,000	PTR ↗
ATKR	Industrials	sell	05/09/2024	$1,001 - $15,000	PTR ↗
TTE	Energy	sell	05/09/2024	$1,001 - $15,000	PTR ↗
SBUX	Consumer Discretionary	sell	05/09/2024	$1,001 - $15,000	PTR ↗
EMR	Industrials	buy	05/09/2024	$1,001 - $15,000	PTR ↗
OXY	Energy	buy	05/09/2024	$1,001 - $15,000	PTR ↗
VLO	Energy	sell	04/11/2024	$1,001 - $15,000	PTR ↗
ENB	Energy	buy	04/11/2024	$1,001 - $15,000	PTR ↗
D	Utilities	buy	03/28/2024	$1,001 - $15,000	PTR ↗
MOS	Materials	sell	03/28/2024	$1,001 - $15,000	PTR ↗
NTR	Materials	buy	03/28/2024	$1,001 - $15,000	PTR ↗
INOD	Information Technology	sell	03/21/2024	$1,001 - $15,000	PTR ↗
SOFI	Financials	sell	03/21/2024	$1,001 - $15,000	PTR ↗
ALTM	Unclassified	buy	03/21/2024	$1,001 - $15,000	PTR ↗
CEF	Financials	sell	03/13/2024	$1,001 - $15,000	PTR ↗
SQM	Materials	buy	03/13/2024	$1,001 - $15,000	PTR ↗
GLD	Funds / ETFs	sell	03/13/2024	$1,001 - $15,000	PTR ↗
ETRN	Energy	sell	03/11/2024	$1,001 - $15,000	PTR ↗
NVDA	Information Technology	buy	03/07/2024	$1,001 - $15,000	PTR ↗
AAPL	Information Technology	sell	03/07/2024	$1,001 - $15,000	PTR ↗
ICLN	International	buy	03/05/2024	$50,001 - $100,000	PTR ↗
TGT	Consumer Staples	buy	02/16/2024	$1,001 - $15,000	PTR ↗
EQNR	Energy	sell	02/16/2024	$1,001 - $15,000	PTR ↗
GBIL	Fixed Income	buy	01/17/2024	$1,001 - $15,000	PTR ↗
AES	Utilities	buy	01/17/2024	$1,001 - $15,000	PTR ↗
TTE	Energy	sell	01/17/2024	$1,001 - $15,000	PTR ↗
SBUX	Consumer Discretionary	buy	01/17/2024	$1,001 - $15,000	PTR ↗
VLO	Energy	buy	01/17/2024	$1,001 - $15,000	PTR ↗
MET	Financials	sell	01/17/2024	$1,001 - $15,000	PTR ↗
CME	Financials	buy	01/17/2024	$1,001 - $15,000	PTR ↗
ETRN	Energy	buy	01/17/2024	$1,001 - $15,000	PTR ↗
ABT	Health Care	sell	01/17/2024	$1,001 - $15,000	PTR ↗
S	Information Technology	sell	01/02/2024	$1,001 - $15,000	PTR ↗
DELL	Information Technology	buy	01/02/2024	$1,001 - $15,000	PTR ↗
XCEM	International	buy	12/18/2023	$1,001 - $15,000	PTR ↗
SMDV	Small Cap Value	buy	12/18/2023	$1,001 - $15,000	PTR ↗
FDRR	Funds / ETFs	buy	12/18/2023	$1,001 - $15,000	PTR ↗
SBPYX	Small Cap Growth	buy	12/18/2023	$15,001 - $50,000	PTR ↗
HDGE	Funds / ETFs	sell	12/14/2023	$15,001 - $50,000	PTR ↗
SBUX	Consumer Discretionary	buy	12/11/2023	$1,001 - $15,000	PTR ↗
VLO	Energy	buy	12/11/2023	$1,001 - $15,000	PTR ↗
DGX	Health Care	sell	12/11/2023	$1,001 - $15,000	PTR ↗
TSM	Information Technology	sell	12/11/2023	$1,001 - $15,000	PTR ↗
AGX	Industrials	sell	12/11/2023	$1,001 - $15,000	PTR ↗
MOS	Materials	sell	12/11/2023	$1,001 - $15,000	PTR ↗
GLPI	Real Estate	buy	12/11/2023	$1,001 - $15,000	PTR ↗
URA	International	sell	12/11/2023	$1,001 - $15,000	PTR ↗
FNF	Financials	sell	12/11/2023	$1,001 - $15,000	PTR ↗
FLNG	Industrials	buy	12/11/2023	$1,001 - $15,000	PTR ↗
IRM	Real Estate	sell	12/11/2023	$1,001 - $15,000	PTR ↗
FMC	Materials	buy	12/11/2023	$1,001 - $15,000	PTR ↗
KMB	Materials	buy	12/11/2023	$1,001 - $15,000	PTR ↗
PSQ	Funds / ETFs	sell	10/20/2023	$1,001 - $15,000	PTR ↗
HDGE	Funds / ETFs	buy	10/20/2023	$1,001 - $15,000	PTR ↗
RVNC	Unclassified	buy	10/04/2023	$1,001 - $15,000	PTR ↗
GPCR	Health Care	sell	10/04/2023	$1,001 - $15,000	PTR ↗
RMD	Health Care	buy	08/29/2023	$1,001 - $15,000	PTR ↗
INOD	Information Technology	buy	08/29/2023	$1,001 - $15,000	PTR ↗
NEE	Utilities	buy	08/29/2023	$1,001 - $15,000	PTR ↗
SWKS	Information Technology	sell	08/29/2023	$1,001 - $15,000	PTR ↗
AQN	Utilities	sell	08/29/2023	$1,001 - $15,000	PTR ↗
CRWD	Information Technology	sell	08/29/2023	$1,001 - $15,000	PTR ↗
NTLA	Health Care	sell	08/25/2023	$1,001 - $15,000	PTR ↗
PSQ	Funds / ETFs	buy	08/23/2023	$1,001 - $15,000	PTR ↗
ROK	Information Technology	buy	08/22/2023	$1,001 - $15,000	PTR ↗
MPW	Unclassified	sell	08/22/2023	$1,001 - $15,000	PTR ↗
PSQ	Funds / ETFs	sell	08/18/2023	$1,001 - $15,000	PTR ↗
XCEM	International	buy	08/16/2023	$1,001 - $15,000	PTR ↗
JHEM	International	sell	08/16/2023	$1,001 - $15,000	PTR ↗
BAH	Industrials	sell	08/15/2023	$1,001 - $15,000	PTR ↗
RMBS	Information Technology	sell	08/10/2023	$1,001 - $15,000	PTR ↗
SOFI	Financials	buy	08/10/2023	$1,001 - $15,000	PTR ↗
FTNT	Information Technology	sell	08/04/2023	$1,001 - $15,000	PTR ↗
PSQ	Funds / ETFs	buy	07/13/2023	$1,001 - $15,000	PTR ↗
HDGE	Funds / ETFs	sell	07/13/2023	$1,001 - $15,000	PTR ↗
VZ	Communication Services	buy	07/10/2023	$1,001 - $15,000	PTR ↗
FNF	Financials	buy	07/10/2023	$1,001 - $15,000	PTR ↗
ETN	Industrials	sell	06/20/2023	$1,001 - $15,000	PTR ↗
TT	Information Technology	buy	06/20/2023	$1,001 - $15,000	PTR ↗
NVDA	Information Technology	sell	05/25/2023	$1,001 - $15,000	PTR ↗
BAH	Industrials	buy	05/22/2023	$1,001 - $15,000	PTR ↗
NTLA	Health Care	buy	05/22/2023	$1,001 - $15,000	PTR ↗
KEYS	Information Technology	sell	05/22/2023	$1,001 - $15,000	PTR ↗
DIS	Communication Services	sell	05/22/2023	$1,001 - $15,000	PTR ↗
PYPL	Financials	sell	05/09/2023	$1,001 - $15,000	PTR ↗
NVS	Health Care	buy	04/26/2023	$1,001 - $15,000	PTR ↗
TMO	Health Care	sell	04/26/2023	$1,001 - $15,000	PTR ↗
FIMKX	Funds / ETFs	sell	04/17/2023	$1,001 - $15,000	PTR ↗
FCPIX	International	sell	04/17/2023	$1,001 - $15,000	PTR ↗
JHMM	Mid Cap Blend	sell	04/17/2023	$1,001 - $15,000	PTR ↗
SBIO	Funds / ETFs	sell	04/17/2023	$1,001 - $15,000	PTR ↗
LGI	Unclassified	sell	04/17/2023	$1,001 - $15,000	PTR ↗
BRKR	Health Care	sell	04/17/2023	$1,001 - $15,000	PTR ↗
AVNT	Materials	sell	04/17/2023	$1,001 - $15,000	PTR ↗
FDN	Funds / ETFs	sell	04/17/2023	$1,001 - $15,000	PTR ↗
RTH	Funds / ETFs	sell	04/17/2023	$1,001 - $15,000	PTR ↗
SNDR	Industrials	sell	04/17/2023	$1,001 - $15,000	PTR ↗
DGRS	Small Cap Value	sell	04/17/2023	$1,001 - $15,000	PTR ↗
MRVL	Information Technology	sell	04/17/2023	$1,001 - $15,000	PTR ↗
ALGM	Information Technology	sell	04/17/2023	$1,001 - $15,000	PTR ↗
DIOD	Information Technology	sell	04/17/2023	$1,001 - $15,000	PTR ↗
VSH	Information Technology	sell	04/17/2023	$1,001 - $15,000	PTR ↗
UAA	Consumer Discretionary	sell	04/13/2023	$1,001 - $15,000	PTR ↗
UA	Consumer Discretionary	sell	04/13/2023	$1,001 - $15,000	PTR ↗
CSCO	Information Technology	sell	04/13/2023	$15,001 - $50,000	PTR ↗
AAPL	Information Technology	sell	03/07/2023	$15,001 - $50,000	PTR ↗
QCOM	Information Technology	sell	02/21/2023	$1,001 - $15,000	PTR ↗
SBUX	Consumer Discretionary	sell	02/21/2023	$1,001 - $15,000	PTR ↗
VFH	Funds / ETFs	sell	02/21/2023	$1,001 - $15,000	PTR ↗
SQM	Materials	buy	02/21/2023	$1,001 - $15,000	PTR ↗
WM	Industrials	buy	02/21/2023	$1,001 - $15,000	PTR ↗
TSM	Information Technology	sell	02/21/2023	$1,001 - $15,000	PTR ↗
AGX	Industrials	buy	02/21/2023	$1,001 - $15,000	PTR ↗
KBE	Funds / ETFs	sell	02/21/2023	$1,001 - $15,000	PTR ↗
HASI	Financials	buy	02/21/2023	$1,001 - $15,000	PTR ↗
MOS	Materials	buy	02/21/2023	$1,001 - $15,000	PTR ↗
FPI	Real Estate	buy	02/21/2023	$1,001 - $15,000	PTR ↗
RTH	Funds / ETFs	sell	02/21/2023	$1,001 - $15,000	PTR ↗
BSM	Energy	buy	02/21/2023	$1,001 - $15,000	PTR ↗
RTX	Industrials	buy	02/21/2023	$1,001 - $15,000	PTR ↗
IRM	Real Estate	sell	02/21/2023	$1,001 - $15,000	PTR ↗
APO	Financials	sell	02/21/2023	$1,001 - $15,000	PTR ↗
ABYIX	Funds / ETFs	sell	02/15/2023	$1,001 - $15,000	PTR ↗
MBXIX	Funds / ETFs	sell	02/15/2023	$1,001 - $15,000	PTR ↗
LUBYX	Fixed Income	sell	02/15/2023	$15,001 - $50,000	PTR ↗
JHMM	Mid Cap Blend	sell	02/15/2023	$1,001 - $15,000	PTR ↗
VHT	Funds / ETFs	buy	02/15/2023	$1,001 - $15,000	PTR ↗
SBIO	Funds / ETFs	sell	02/15/2023	$1,001 - $15,000	PTR ↗
IVV	Large Cap Blend	buy	02/15/2023	$1,001 - $15,000	PTR ↗
IJR	Small Cap Blend	buy	02/15/2023	$1,001 - $15,000	PTR ↗
IWD	Large Cap Value	buy	02/15/2023	$1,001 - $15,000	PTR ↗
CDL	Large Cap Blend	sell	02/15/2023	$1,001 - $15,000	PTR ↗
SPGP	Large Cap Blend	sell	02/15/2023	$1,001 - $15,000	PTR ↗
GNR	International	sell	02/15/2023	$1,001 - $15,000	PTR ↗
LDP	Fixed Income	sell	02/15/2023	$1,001 - $15,000	PTR ↗
QTEC	Large Cap Blend	buy	02/15/2023	$1,001 - $15,000	PTR ↗
FDN	Funds / ETFs	sell	02/15/2023	$1,001 - $15,000	PTR ↗
RTH	Funds / ETFs	sell	02/15/2023	$1,001 - $15,000	PTR ↗
MOO	Funds / ETFs	sell	02/15/2023	$1,001 - $15,000	PTR ↗
IGHG	Funds / ETFs	buy	02/15/2023	$1,001 - $15,000	PTR ↗
GBIL	Fixed Income	buy	02/15/2023	$1,001 - $15,000	PTR ↗
FDRR	Funds / ETFs	sell	02/15/2023	$1,001 - $15,000	PTR ↗
FQAL	Funds / ETFs	sell	02/15/2023	$1,001 - $15,000	PTR ↗
NXTG	Funds / ETFs	sell	02/15/2023	$1,001 - $15,000	PTR ↗
RIO	Materials	sell	01/18/2023	$1,001 - $15,000	PTR ↗
FPI	Real Estate	buy	01/18/2023	$1,001 - $15,000	PTR ↗
AQN	Utilities	sell	01/12/2023	$1,001 - $15,000	PTR ↗
AMT	Real Estate	buy	01/11/2023	$1,001 - $15,000	PTR ↗
SRVR	Funds / ETFs	sell	01/11/2023	$1,001 - $15,000	PTR ↗
MOO	Funds / ETFs	sell	01/11/2023	$1,001 - $15,000	PTR ↗
ATKR	Industrials	buy	01/11/2023	$1,001 - $15,000	PTR ↗
HOLX	Health Care	sell	01/11/2023	$1,001 - $15,000	PTR ↗
BHP	Materials	buy	01/11/2023	$1,001 - $15,000	PTR ↗
RMD	Health Care	sell	01/11/2023	$1,001 - $15,000	PTR ↗
CVS	Health Care	sell	01/11/2023	$1,001 - $15,000	PTR ↗
TU	Communication Services	sell	01/11/2023	$1,001 - $15,000	PTR ↗
DLR	Real Estate	buy	01/11/2023	$1,001 - $15,000	PTR ↗
AXS	Financials	sell	01/11/2023	$1,001 - $15,000	PTR ↗
CME	Financials	buy	01/11/2023	$1,001 - $15,000	PTR ↗
SAND	Unclassified	buy	01/11/2023	$1,001 - $15,000	PTR ↗
BSM	Energy	buy	01/11/2023	$1,001 - $15,000	PTR ↗
URA	International	buy	01/11/2023	$1,001 - $15,000	PTR ↗
FLNG	Industrials	buy	01/11/2023	$1,001 - $15,000	PTR ↗
EQNR	Energy	buy	01/11/2023	$1,001 - $15,000	PTR ↗
MCD	Consumer Discretionary	sell	01/11/2023	$1,001 - $15,000	PTR ↗
MAXR	Unclassified	sell	01/04/2023	$1,001 - $15,000	PTR ↗
MGM	Consumer Discretionary	buy	01/04/2023	$1,001 - $15,000	PTR ↗
WIW	Fixed Income	sell	11/29/2022	$1,001 - $15,000	PTR ↗
GBIL	Fixed Income	buy	11/29/2022	$1,001 - $15,000	PTR ↗
WIW	Fixed Income	sell	11/15/2022	$15,001 - $50,000	PTR ↗
GBIL	Fixed Income	buy	11/15/2022	$15,001 - $50,000	PTR ↗
LUBYX	Fixed Income	sell	11/08/2022	$1,001 - $15,000	PTR ↗
WIW	Fixed Income	sell	11/08/2022	$1,001 - $15,000	PTR ↗
LDP	Fixed Income	sell	11/08/2022	$1,001 - $15,000	PTR ↗
GBIL	Fixed Income	buy	11/08/2022	$15,001 - $50,000	PTR ↗
BMN	Unclassified	buy	10/27/2022	$1,001 - $15,000	PTR ↗
MBXIX	Funds / ETFs	buy	10/17/2022	$1,001 - $15,000	PTR ↗
GSMYX	Mid Cap Growth	sell	10/17/2022	$1,001 - $15,000	PTR ↗
SBPYX	Small Cap Growth	buy	10/17/2022	$1,001 - $15,000	PTR ↗
FCPIX	International	sell	10/17/2022	$1,001 - $15,000	PTR ↗
VZ	Communication Services	sell	10/17/2022	$1,001 - $15,000	PTR ↗
CVS	Health Care	buy	10/17/2022	$1,001 - $15,000	PTR ↗
DLR	Real Estate	sell	10/17/2022	$1,001 - $15,000	PTR ↗
TSM	Information Technology	buy	10/17/2022	$1,001 - $15,000	PTR ↗
MPW	Unclassified	buy	10/17/2022	$1,001 - $15,000	PTR ↗
SRVR	Funds / ETFs	sell	10/17/2022	$1,001 - $15,000	PTR ↗
LDP	Fixed Income	sell	10/17/2022	$1,001 - $15,000	PTR ↗
EFAD	International	buy	10/17/2022	$1,001 - $15,000	PTR ↗
GMRE	Unclassified	sell	10/17/2022	$1,001 - $15,000	PTR ↗
JHEM	International	buy	10/17/2022	$1,001 - $15,000	PTR ↗
ABT	Health Care	buy	10/17/2022	$1,001 - $15,000	PTR ↗
DIS	Communication Services	sell	10/17/2022	$1,001 - $15,000	PTR ↗
INTC	Information Technology	sell	10/17/2022	$1,001 - $15,000	PTR ↗
HDGE	Funds / ETFs	buy	10/10/2022	$1,001 - $15,000	PTR ↗
PSQ	Funds / ETFs	sell	10/10/2022	$1,001 - $15,000	PTR ↗
PSQ	Funds / ETFs	sell	10/05/2022	$1,001 - $15,000	PTR ↗
SH	Funds / ETFs	sell	10/05/2022	$1,001 - $15,000	PTR ↗
HDGE	Funds / ETFs	buy	10/05/2022	$1,001 - $15,000	PTR ↗
HQL	Unclassified	sell	10/04/2022	$1,001 - $15,000	PTR ↗
NID	Unclassified	sell	10/04/2022	$15,001 - $50,000	PTR ↗
SBIO	Funds / ETFs	sell	10/04/2022	$1,001 - $15,000	PTR ↗
SH	Funds / ETFs	sell	09/19/2022	$1,001 - $15,000	PTR ↗
SQM	Materials	sell	09/08/2022	$1,001 - $15,000	PTR ↗
SQM	Materials	buy	08/18/2022	$1,001 - $15,000	PTR ↗
FAST	Consumer Discretionary	sell	08/18/2022	$1,001 - $15,000	PTR ↗
MBXIX	Funds / ETFs	buy	08/10/2022	$1,001 - $15,000	PTR ↗
LUBYX	Fixed Income	buy	08/10/2022	$1,001 - $15,000	PTR ↗
GSIMX	International	buy	08/10/2022	$1,001 - $15,000	PTR ↗
GSMYX	Mid Cap Growth	sell	08/10/2022	$1,001 - $15,000	PTR ↗
FCPIX	International	sell	08/10/2022	$1,001 - $15,000	PTR ↗
IJS	Small Cap Value	sell	08/10/2022	$1,001 - $15,000	PTR ↗
JHMM	Mid Cap Blend	buy	08/10/2022	$1,001 - $15,000	PTR ↗
WIW	Fixed Income	sell	08/10/2022	$1,001 - $15,000	PTR ↗
IVV	Large Cap Blend	sell	08/10/2022	$1,001 - $15,000	PTR ↗
LGI	Unclassified	sell	08/10/2022	$1,001 - $15,000	PTR ↗
KRE	Funds / ETFs	sell	08/10/2022	$1,001 - $15,000	PTR ↗
CDL	Large Cap Blend	buy	08/10/2022	$1,001 - $15,000	PTR ↗
CFA	Funds / ETFs	sell	08/10/2022	$1,001 - $15,000	PTR ↗
PRF	Funds / ETFs	buy	08/10/2022	$1,001 - $15,000	PTR ↗
EELV	International	buy	08/10/2022	$1,001 - $15,000	PTR ↗
SPGP	Large Cap Blend	buy	08/10/2022	$1,001 - $15,000	PTR ↗
SRVR	Funds / ETFs	sell	08/10/2022	$1,001 - $15,000	PTR ↗
CEF	Financials	sell	08/10/2022	$1,001 - $15,000	PTR ↗
GLD	Funds / ETFs	sell	08/10/2022	$1,001 - $15,000	PTR ↗
GNR	International	sell	08/10/2022	$1,001 - $15,000	PTR ↗
CIBR	Funds / ETFs	sell	08/10/2022	$1,001 - $15,000	PTR ↗
LDP	Fixed Income	sell	08/10/2022	$1,001 - $15,000	PTR ↗
QTEC	Large Cap Blend	sell	08/10/2022	$1,001 - $15,000	PTR ↗
GDXJ	Funds / ETFs	sell	08/10/2022	$1,001 - $15,000	PTR ↗
MOO	Funds / ETFs	sell	08/10/2022	$1,001 - $15,000	PTR ↗
GSSC	Small Cap Blend	buy	08/10/2022	$1,001 - $15,000	PTR ↗
SMDV	Small Cap Value	buy	08/10/2022	$1,001 - $15,000	PTR ↗
DGRS	Small Cap Value	sell	08/10/2022	$1,001 - $15,000	PTR ↗
FINX	International	sell	08/10/2022	$1,001 - $15,000	PTR ↗
EFAD	International	buy	08/10/2022	$1,001 - $15,000	PTR ↗
FDRR	Funds / ETFs	buy	08/10/2022	$1,001 - $15,000	PTR ↗
FQAL	Funds / ETFs	buy	08/10/2022	$1,001 - $15,000	PTR ↗
JHEM	International	buy	08/10/2022	$1,001 - $15,000	PTR ↗
FIASX	International	sell	08/09/2022	$15,001 - $50,000	PTR ↗
ABYIX	Funds / ETFs	buy	05/16/2022	$1,001 - $15,000	PTR ↗
GSMYX	Mid Cap Growth	sell	05/16/2022	$1,001 - $15,000	PTR ↗
FCPIX	International	sell	05/16/2022	$1,001 - $15,000	PTR ↗
JCI	Industrials	sell	05/16/2022	$1,001 - $15,000	PTR ↗
LUBYX	Fixed Income	sell	05/10/2022	$1,001 - $15,000	PTR ↗
ABYIX	Funds / ETFs	buy	05/10/2022	$1,001 - $15,000	PTR ↗
GSMYX	Mid Cap Growth	sell	05/10/2022	$1,001 - $15,000	PTR ↗
IVV	Large Cap Blend	sell	05/10/2022	$1,001 - $15,000	PTR ↗
GLD	Funds / ETFs	sell	05/10/2022	$1,001 - $15,000	PTR ↗
GNR	International	buy	05/10/2022	$1,001 - $15,000	PTR ↗
CIBR	Funds / ETFs	sell	05/10/2022	$1,001 - $15,000	PTR ↗
QTEC	Large Cap Blend	sell	05/10/2022	$1,001 - $15,000	PTR ↗
FDN	Funds / ETFs	sell	05/10/2022	$1,001 - $15,000	PTR ↗
RTH	Funds / ETFs	sell	05/10/2022	$1,001 - $15,000	PTR ↗
FINX	International	sell	05/10/2022	$1,001 - $15,000	PTR ↗
NXTG	Funds / ETFs	sell	05/10/2022	$1,001 - $15,000	PTR ↗
KWEB	International	sell	03/17/2022	$1,001 - $15,000	PTR ↗
PSQ	Funds / ETFs	buy	03/15/2022	$1,001 - $15,000	PTR ↗
SH	Funds / ETFs	buy	03/15/2022	$1,001 - $15,000	PTR ↗
PSQ	Funds / ETFs	buy	03/14/2022	$1,001 - $15,000	PTR ↗
SH	Funds / ETFs	buy	03/14/2022	$1,001 - $15,000	PTR ↗
GLD	Funds / ETFs	buy	03/07/2022	$1,001 - $15,000	PTR ↗
GNR	International	buy	03/07/2022	$1,001 - $15,000	PTR ↗
MOO	Funds / ETFs	buy	03/07/2022	$1,001 - $15,000	PTR ↗
MAXR	Unclassified	sell	03/07/2022	$1,001 - $15,000	PTR ↗
GDXJ	Funds / ETFs	buy	03/07/2022	$1,001 - $15,000	PTR ↗
FCPIX	International	sell	03/07/2022	$1,001 - $15,000	PTR ↗
SBIO	Funds / ETFs	sell	03/07/2022	$1,001 - $15,000	PTR ↗
CFA	Funds / ETFs	sell	03/07/2022	$1,001 - $15,000	PTR ↗
DGRS	Small Cap Value	sell	03/07/2022	$1,001 - $15,000	PTR ↗
NXTG	Funds / ETFs	sell	03/07/2022	$1,001 - $15,000	PTR ↗
LUBFX	Fixed Income	sell	01/31/2022	$1,001 - $15,000	PTR ↗
GEMIX	International	sell	01/31/2022	$1,001 - $15,000	PTR ↗
CEF	Financials	sell	01/31/2022	$1,001 - $15,000	PTR ↗
XAR	Funds / ETFs	sell	01/31/2022	$1,001 - $15,000	PTR ↗
PTMC	Mid Cap Blend	sell	01/31/2022	$1,001 - $15,000	PTR ↗
FIMKX	Funds / ETFs	sell	01/31/2022	$1,001 - $15,000	PTR ↗
JHMM	Mid Cap Blend	buy	01/31/2022	$1,001 - $15,000	PTR ↗
WIW	Fixed Income	buy	01/31/2022	$1,001 - $15,000	PTR ↗
NVDA	Information Technology	buy	01/31/2022	$1,001 - $15,000	PTR ↗
GNR	International	buy	01/31/2022	$1,001 - $15,000	PTR ↗
ITA	Funds / ETFs	buy	01/31/2022	$1,001 - $15,000	PTR ↗
MOO	Funds / ETFs	buy	01/31/2022	$1,001 - $15,000	PTR ↗
SI	Health Care	buy	01/31/2022	$1,001 - $15,000	PTR ↗
FIMKX	Funds / ETFs	buy	01/26/2022	$1,001 - $15,000	PTR ↗
JHMM	Mid Cap Blend	buy	01/26/2022	$1,001 - $15,000	PTR ↗
WIW	Fixed Income	buy	01/26/2022	$1,001 - $15,000	PTR ↗
KRE	Funds / ETFs	buy	01/26/2022	$1,001 - $15,000	PTR ↗
SRVR	Funds / ETFs	buy	01/26/2022	$1,001 - $15,000	PTR ↗
ITA	Funds / ETFs	buy	01/26/2022	$1,001 - $15,000	PTR ↗
MOO	Funds / ETFs	buy	01/26/2022	$1,001 - $15,000	PTR ↗
GEMIX	International	sell	01/26/2022	$1,001 - $15,000	PTR ↗
XAR	Funds / ETFs	sell	01/26/2022	$1,001 - $15,000	PTR ↗
GLD	Funds / ETFs	sell	01/26/2022	$1,001 - $15,000	PTR ↗
IVOO	Mid Cap Blend	sell	01/26/2022	$1,001 - $15,000	PTR ↗
CIBR	Funds / ETFs	sell	01/26/2022	$1,001 - $15,000	PTR ↗
KBA	International	sell	01/26/2022	$1,001 - $15,000	PTR ↗
FDN	Funds / ETFs	sell	01/26/2022	$1,001 - $15,000	PTR ↗
GBIL	Fixed Income	sell	01/26/2022	$1,001 - $15,000	PTR ↗
TSM	Information Technology	sell	01/19/2022	$1,001 - $15,000	PTR ↗
C	Financials	sell	01/18/2022	$1,001 - $15,000	PTR ↗
IWN	Small Cap Value	sell	01/18/2022	$1,001 - $15,000	PTR ↗
TTE	Energy	sell	01/18/2022	$1,001 - $15,000	PTR ↗
QCOM	Information Technology	sell	01/18/2022	$1,001 - $15,000	PTR ↗
ARCC	Financials	sell	01/18/2022	$1,001 - $15,000	PTR ↗
LMT	Industrials	sell	01/18/2022	$1,001 - $15,000	PTR ↗
FXI	International	sell	01/18/2022	$1,001 - $15,000	PTR ↗
CVS	Health Care	sell	01/18/2022	$1,001 - $15,000	PTR ↗
NVDA	Information Technology	sell	01/18/2022	$1,001 - $15,000	PTR ↗
MET	Financials	sell	01/18/2022	$1,001 - $15,000	PTR ↗
AXS	Financials	sell	01/18/2022	$1,001 - $15,000	PTR ↗
GLAD	Unclassified	sell	01/18/2022	$1,001 - $15,000	PTR ↗
HASI	Financials	sell	01/18/2022	$1,001 - $15,000	PTR ↗
ETN	Industrials	sell	01/18/2022	$1,001 - $15,000	PTR ↗
XAR	Funds / ETFs	sell	01/18/2022	$1,001 - $15,000	PTR ↗
ABBV	Health Care	sell	01/18/2022	$1,001 - $15,000	PTR ↗
RTX	Industrials	sell	01/18/2022	$1,001 - $15,000	PTR ↗
GBIL	Fixed Income	sell	01/18/2022	$15,001 - $50,000	PTR ↗
IRM	Real Estate	sell	01/18/2022	$1,001 - $15,000	PTR ↗
APO	Financials	sell	01/18/2022	$1,001 - $15,000	PTR ↗
LHX	Industrials	sell	01/18/2022	$1,001 - $15,000	PTR ↗
FIMKX	Funds / ETFs	sell	01/18/2022	$15,001 - $50,000	PTR ↗
AAPL	Information Technology	sell	01/18/2022	$1,001 - $15,000	PTR ↗
CSCO	Information Technology	sell	01/18/2022	$1,001 - $15,000	PTR ↗
GLW	Materials	sell	01/18/2022	$1,001 - $15,000	PTR ↗
INTC	Information Technology	sell	01/18/2022	$1,001 - $15,000	PTR ↗
V	Financials	buy	01/18/2022	$1,001 - $15,000	PTR ↗
VFH	Funds / ETFs	buy	01/18/2022	$1,001 - $15,000	PTR ↗
WIW	Fixed Income	buy	01/18/2022	$1,001 - $15,000	PTR ↗
VZ	Communication Services	buy	01/18/2022	$1,001 - $15,000	PTR ↗
DLR	Real Estate	buy	01/18/2022	$1,001 - $15,000	PTR ↗
RIO	Materials	buy	01/18/2022	$1,001 - $15,000	PTR ↗
KBE	Funds / ETFs	buy	01/18/2022	$1,001 - $15,000	PTR ↗
AMT	Real Estate	buy	01/18/2022	$1,001 - $15,000	PTR ↗
SRVR	Funds / ETFs	buy	01/18/2022	$1,001 - $15,000	PTR ↗
CEF	Financials	buy	01/18/2022	$1,001 - $15,000	PTR ↗
MOS	Materials	buy	01/18/2022	$1,001 - $15,000	PTR ↗
GLD	Funds / ETFs	buy	01/18/2022	$1,001 - $15,000	PTR ↗
LDP	Fixed Income	buy	01/18/2022	$1,001 - $15,000	PTR ↗
ITA	Funds / ETFs	buy	01/18/2022	$1,001 - $15,000	PTR ↗
AQN	Utilities	buy	01/18/2022	$1,001 - $15,000	PTR ↗
IGHG	Funds / ETFs	buy	01/18/2022	$15,001 - $50,000	PTR ↗
PTMC	Mid Cap Blend	buy	01/18/2022	$1,001 - $15,000	PTR ↗
PTNQ	Funds / ETFs	buy	01/18/2022	$1,001 - $15,000	PTR ↗
AY	Unclassified	buy	01/18/2022	$1,001 - $15,000	PTR ↗
JCI	Industrials	buy	01/18/2022	$1,001 - $15,000	PTR ↗
GMRE	Unclassified	buy	01/18/2022	$1,001 - $15,000	PTR ↗
FCPIX	International	buy	01/18/2022	$1,001 - $15,000	PTR ↗
BMY	Health Care	buy	01/18/2022	$1,001 - $15,000	PTR ↗
DIS	Communication Services	buy	01/18/2022	$1,001 - $15,000	PTR ↗
JNJ	Health Care	buy	01/18/2022	$1,001 - $15,000	PTR ↗
GOLD	Industrials	sell	11/26/2021	$1,001 - $15,000	PTR ↗
INTC	Information Technology	buy	02/16/2021	$1,001 - $15,000	PTR ↗
GEMIX	International	buy	02/12/2021	$1,001 - $15,000	PTR ↗
GEM	International	sell	02/12/2021	$1,001 - $15,000	PTR ↗
FEMS	International	sell	02/12/2021	$1,001 - $15,000	PTR ↗
EEM	International	sell	02/12/2021	$1,001 - $15,000	PTR ↗
FIMKX	Funds / ETFs	buy	02/12/2021	$1,001 - $15,000	PTR ↗

*Disclosed volume estimated from STOCK Act amount-range midpoints; actual values fall within the disclosed bands. Trade success/return scoring requires historical price data — planned next.