| Ticker | Sector | Trades |
|---|---|---|
| IWF | Large Cap Growth | 4 |
| QQQ | Large Cap Growth | 4 |
| IWM | Small Cap Blend | 4 |
| SPY | Large Cap Blend | 3 |
| EFA | International | 3 |
| NKE | Consumer Discretionary | 3 |
| VCSH | Fixed Income | 2 |
| IVV | Large Cap Blend | 2 |
| MDY | Mid Cap Blend | 2 |
| AMZN | Consumer Discretionary | 2 |
| Ticker | Sector | Type | Trade date | Amount | Source |
|---|---|---|---|---|---|
| GBDC | Unclassified | sell | 06/30/2023 | $15,001 - $50,000 | PTR ↗ |
| IWF | Large Cap Growth | sell | 06/30/2023 | $1,001 - $15,000 | PTR ↗ |
| XBI | Funds / ETFs | sell | 06/30/2023 | $15,001 - $50,000 | PTR ↗ |
| VCSH | Fixed Income | sell | 06/23/2023 | $1,001 - $15,000 | PTR ↗ |
| IWF | Large Cap Growth | sell | 06/19/2023 | $15,001 - $50,000 | PTR ↗ |
| PAVE | International | sell | 05/19/2022 | $1,001 - $15,000 | PTR ↗ |
| PPA | Funds / ETFs | buy | 05/19/2022 | $1,001 - $15,000 | PTR ↗ |
| VCSH | Fixed Income | sell | 05/17/2022 | $1,001 - $15,000 | PTR ↗ |
| VONE | Large Cap Blend | sell | 06/26/2020 | $15,001 - $50,000 | PTR ↗ |
| IEFA | International | sell | 01/15/2020 | $15,001 - $50,000 | PTR ↗ |
| IVE | Large Cap Value | buy | 12/31/2019 | $1,001 - $15,000 | PTR ↗ |
| IVV | Large Cap Blend | buy | 07/24/2019 | $15,001 - $50,000 | PTR ↗ |
| SPY | Large Cap Blend | buy | 06/21/2019 | $1,001 - $15,000 | PTR ↗ |
| IVV | Large Cap Blend | buy | 03/04/2019 | $1,001 - $15,000 | PTR ↗ |
| QQQ | Large Cap Growth | sell | 01/10/2019 | $1,001 - $15,000 | PTR ↗ |
| IWM | Small Cap Blend | sell | 12/21/2018 | $100,001 - $250,000 | PTR ↗ |
| QQQ | Large Cap Growth | sell | 12/11/2018 | $50,001 - $100,000 | PTR ↗ |
| SPY | Large Cap Blend | buy | 10/26/2018 | $15,001 - $50,000 | PTR ↗ |
| MDY | Mid Cap Blend | sell | 09/05/2018 | $15,001 - $50,000 | PTR ↗ |
| DISCA | Communication Services | sell | 03/29/2018 | $1,001 - $15,000 | PTR ↗ |
| QQQ | Large Cap Growth | buy | 03/29/2018 | $1,001 - $15,000 | PTR ↗ |
| EFA | International | buy | 03/29/2018 | $1,001 - $15,000 | PTR ↗ |
| IWM | Small Cap Blend | buy | 03/29/2018 | $50,001 - $100,000 | PTR ↗ |
| NKE | Consumer Discretionary | buy | 03/29/2018 | $1,001 - $15,000 | PTR ↗ |
| MDY | Mid Cap Blend | sell | 07/12/2017 | $1,001 - $15,000 | PTR ↗ |
| SPY | Large Cap Blend | buy | 07/12/2017 | $1,001 - $15,000 | PTR ↗ |
| AMZN | Consumer Discretionary | buy | 07/03/2017 | $1,001 - $15,000 | PTR ↗ |
| KMI | Energy | buy | 07/03/2017 | $1,001 - $15,000 | PTR ↗ |
| MET | Financials | sell | 07/03/2017 | $15,001 - $50,000 | PTR ↗ |
| NKE | Consumer Discretionary | buy | 07/03/2017 | $1,001 - $15,000 | PTR ↗ |
| UPS | Industrials | buy | 07/03/2017 | $1,001 - $15,000 | PTR ↗ |
| AMZN | Consumer Discretionary | buy | 06/28/2017 | $1,001 - $15,000 | PTR ↗ |
| DVMT | Funds / ETFs | sell | 06/28/2017 | $1,001 - $15,000 | PTR ↗ |
| KMI | Energy | buy | 06/28/2017 | $1,001 - $15,000 | PTR ↗ |
| MET | Financials | sell | 06/28/2017 | $15,001 - $50,000 | PTR ↗ |
| NKE | Consumer Discretionary | buy | 06/28/2017 | $1,001 - $15,000 | PTR ↗ |
| UPS | Industrials | buy | 06/28/2017 | $1,001 - $15,000 | PTR ↗ |
| WLL | Unclassified | sell | 06/28/2017 | $1,001 - $15,000 | PTR ↗ |
| EFA | International | sell | 05/18/2017 | $15,001 - $50,000 | PTR ↗ |
| VEA | International | buy | 05/18/2017 | $15,001 - $50,000 | PTR ↗ |
| RYH | Large Cap Blend | sell | 03/17/2017 | $1,001 - $15,000 | PTR ↗ |
| MLPI | Funds / ETFs | buy | 03/17/2017 | $1,001 - $15,000 | PTR ↗ |
| QQQ | Large Cap Growth | sell | 03/13/2017 | $1,001 - $15,000 | PTR ↗ |
| MLPI | Funds / ETFs | buy | 03/13/2017 | $1,001 - $15,000 | PTR ↗ |
| IWF | Large Cap Growth | buy | 01/30/2017 | $100,001 - $250,000 | PTR ↗ |
| IWF | Large Cap Growth | buy | 01/26/2017 | $15,001 - $50,000 | PTR ↗ |
| EFA | International | sell | 01/05/2017 | $1,001 - $15,000 | PTR ↗ |
| IWM | Small Cap Blend | buy | 12/21/2016 | $15,001 - $50,000 | PTR ↗ |
| IWM | Small Cap Blend | sell | 10/19/2016 | $1,001 - $15,000 | PTR ↗ |
| NRE | Unclassified | sell | 05/23/2016 | $1,001 - $15,000 | PTR ↗ |
| NRF | Funds / ETFs | sell | 05/23/2016 | $1,001 - $15,000 | PTR ↗ |