Democrat Representative from California · STOCK Act Periodic Transaction Reports
| Date | Type | Asset | Amount | Source |
|---|---|---|---|---|
| — | Sale | MGY · A Common Stock (MGY) [ST] | $50,001 - $100,000 | |
| 2026-06-30 | Purchase | CDRE · Cadre Holdings, Inc. Common Stock (CDRE) [ST] | $1,001 - $15,000 | |
| 2026-06-30 | Purchase | AGX · Argan, Inc. Common Stock (AGX) [ST] | $15,001 - $50,000 | |
| 2026-06-30 | Partial sale | BRCM · Broadcom Corporation - Class A (BRCM) [ST] | $1,001 - $15,000 |
| 2026-06-30 | Partial sale | SMTC · Semtech Corporation - Common Stock (SMTC) [ST] | $1,001 - $15,000 |
| 2026-06-30 | Purchase | DSGX · The Descartes Systems Group Inc. - Common Stock (DSGX) [ST] | $1,001 - $15,000 |
| 2026-06-30 | Purchase | HQY · HealthEquity, Inc. - Common Stock (HQY) [ST] | $1,001 - $15,000 |
| 2026-06-30 | Purchase | MCHP · Microchip Technology Incorporated - Common Stock (MCHP) [ST] | $1,001 - $15,000 |
| 2026-06-30 | Purchase | CECO · CECO Environmental Corp. - Common Stock (CECO) [ST] | $1,001 - $15,000 |
| 2026-06-30 | Partial sale | RBC · RBC Bearings Incorporated Common Stock (RBC) [ST] | $1,001 - $15,000 |
| 2026-06-30 | Partial sale | STRL · Sterling Infrastructure, Inc. - Common Stock (STRL) [ST] | $1,001 - $15,000 |
| 2026-06-30 | Purchase | BOOT · Boot Barn Holdings, Inc. Common Stock (BOOT) [ST] | $1,001 - $15,000 |
| 2026-06-30 | Sale | CBZ · CBIZ, Inc. Common Stock (CBZ) [ST] | $1,001 - $15,000 |
| 2026-06-30 | Purchase | TCBI · Texas Capital Bancshares, Inc. - Common Stock (TCBI) [ST] | $1,001 - $15,000 |
| 2026-06-30 | Sale | SFTBF · SOFTBANK GROUP CORP (SFTBF) [ST] | $1,001 - $15,000 |
| 2026-06-30 | Purchase | CYTK · Cytokinetics, Incorporated - Common Stock (CYTK) [ST] | $1,001 - $15,000 |
| 2026-06-30 | Purchase | TXRH · Texas Roadhouse, Inc. - Common Stock (TXRH) [ST] | $1,001 - $15,000 |
| 2026-06-30 | Partial sale | CRDO · Credo Technology Group Holding Ltd - Ordinary Shares (CRDO) [ST] | $1,001 - $15,000 |
| 2026-06-24 | Purchase | VLTO · Veralto Corp Common Stock (VLTO) [ST] | $1,001 - $15,000 |
| 2026-06-24 | Purchase | Los Angeles, CA Tax & Revenue Anticipation Notes [GS] | $100,001 - $250,000 |
| 2026-06-18 | Purchase | SPCX · Space Exploration Technologies Corp. - Class A Common Stock (SPCX) [ST] | $1,001 - $15,000 |
| 2026-06-18 | Sale | SPOT · Spotify Technology S.A. Ordinary Shares (SPOT) [ST] | $1,001 - $15,000 |
| 2026-06-16 | Purchase | FIS · Fidelity National Information Services, Inc. Common Stock (FIS) [ST] | $1,001 - $15,000 |
| 2026-06-16 | Purchase | EA · Electronic Arts Inc. - Common Stock (EA) [ST] | $1,001 - $15,000 |
| 2026-06-16 | Purchase | ZTS · Zoetis Inc. Class A Common Stock (ZTS) [ST] | $1,001 - $15,000 |
| 2026-06-16 | Purchase | KVUE · Kenvue Inc. Common Stock (KVUE) [ST] | $1,001 - $15,000 |
| 2026-06-16 | Purchase | JKHY · Jack Henry & Associates, Inc. - Common Stock (JKHY) [ST] | $1,001 - $15,000 |
| 2026-06-16 | Purchase | IBM · International Business Machines Corporation Common Stock (IBM) [ST] | $15,001 - $50,000 |
| 2026-06-16 | Sale | GDDY · GoDaddy Inc. Class A Common Stock (GDDY) [ST] | $1,001 - $15,000 |
| 2026-06-16 | Purchase | GIS · General Mills, Inc. Common Stock (GIS) [ST] | $1,001 - $15,000 |
| 2026-06-16 | Sale | FOX · Fox Corporation - Class B Common Stock (FOX) [ST] | $1,001 - $15,000 |
| 2026-06-16 | Purchase | ADP · Automatic Data Processing, Inc. - Common Stock (ADP) [ST] | $1,001 - $15,000 |
| 2026-06-16 | Partial sale | STRL · Sterling Infrastructure, Inc. - Common Stock (STRL) [ST] | $15,001 - $50,000 |
| 2026-06-16 | Purchase | VRSK · Verisk Analytics, Inc. - Common Stock (VRSK) [ST] | $1,001 - $15,000 |
| 2026-06-16 | Purchase | ABT · Abbott Laboratories Common Stock (ABT) [ST] | $1,001 - $15,000 |
| 2026-06-16 | Purchase | ACN · Accenture plc Class A Ordinary Shares (ACN) [ST] | $1,001 - $15,000 |
| 2026-06-16 | Purchase | BR · Broadridge Financial Solutions, Inc. Common Stock (BR) [ST] | $1,001 - $15,000 |
| 2026-06-16 | Sale | TTD · The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] | $1,001 - $15,000 |
| 2026-06-16 | Purchase | PGR · Progressive Corporation (PGR) [ST] | $1,001 - $15,000 |
| 2026-06-16 | Partial sale | CME · CME Group Inc. - Class A Common Stock (CME) [ST] | $1,001 - $15,000 |
| 2026-06-16 | Sale | COIN · Coinbase Global, Inc. - Class A Common Stock (COIN) [ST] | $1,001 - $15,000 |
| 2026-06-16 | Purchase | CMCSA · Comcast Corporation - Class A Common Stock (CMCSA) [ST] | $1,001 - $15,000 |
| 2026-06-16 | Partial sale | MSFT · Microsoft Corporation - Common Stock (MSFT) [ST] | $15,001 - $50,000 |
| 2026-06-16 | Sale | CAG · ConAgra Brands, Inc. Common Stock (CAG) [ST] | $15,001 - $50,000 |
| 2026-06-11 | Purchase | LPLA · LPL Financial Holdings Inc. - Common Stock (LPLA) [ST] | $1,001 - $15,000 |
| 2026-06-11 | Purchase | FSV · FirstService Corporation - Common Shares (FSV) [ST] | $1,001 - $15,000 |
| 2026-06-10 | Purchase | MTN · Vail Resorts, Inc. Common Stock (MTN) [ST] | $15,001 - $50,000 |
| 2026-06-10 | Purchase | LLY · Eli Lilly and Company Common Stock (LLY) [ST] | $50,001 - $100,000 |
| 2026-06-10 | Purchase | MELI · MercadoLibre, Inc. - Common Stock (MELI) [ST] | $15,001 - $50,000 |
| 2026-06-09 | Sale | AJINF · Ajinomoto Company, Inc. Ordinary Shares (AJINF) [ST] | $1,001 - $15,000 |
| 2026-06-09 | Purchase | BNPQF · BNP Paribas Ordinary Shares (BNPQF) [ST] | $1,001 - $15,000 |
| 2026-06-09 | Purchase | SAN · Banco Santander, S.A. Sponsored ADR (SAN) [ST] | $1,001 - $15,000 |
| 2026-06-09 | Purchase | TOELF · Tokyo Electron Ltd Ordinary Shares (TOELF) [ST] | $1,001 - $15,000 |
| 2026-06-05 | Partial sale | MU · Micron Technology, Inc. - Common Stock (MU) [ST] | $1,001 - $15,000 |
| 2026-06-05 | Partial sale | BSX · Boston Scientific Corporation Common Stock (BSX) [ST] | $1,001 - $15,000 |
| 2026-06-05 | Purchase | AAPL · Apple Inc. - Common Stock (AAPL) [ST] | $1,001 - $15,000 |
| 2026-06-05 | Sale | WDAY · Workday, Inc. - Class A Common Stock (WDAY) [ST] | $15,001 - $50,000 |
| 2026-06-05 | Purchase | AMD · Advanced Micro Devices, Inc. (AMD) [ST] | $1,001 - $15,000 |
| 2026-06-05 | Purchase | BSX · Boston Scientific Corporation Common Stock (BSX) [ST] | $1,001 - $15,000 |
| 2026-06-05 | Purchase | COO · The Cooper Companies, Inc. (COO) [ST] | $1,001 - $15,000 |
| 2026-06-05 | Partial sale | MA · Mastercard Incorporated Common Stock (MA) [ST] | $1,001 - $15,000 |
| 2026-06-05 | Purchase | MSTR · Strategy Inc - Class A Common Stock (MSTR) [ST] | $15,001 - $50,000 |
| 2026-06-05 | Partial sale | WRB · W.R. Berkley Corporation Common Stock (WRB) [ST] | $1,001 - $15,000 |
| 2026-06-05 | Purchase | LPLA · LPL Financial Holdings Inc. - Common Stock (LPLA) [ST] | $1,001 - $15,000 |
| 2026-06-05 | Purchase | TEL · TE Connectivity plc Ordinary Shares (TEL) [ST] | $1,001 - $15,000 |
| 2026-06-05 | Purchase | BIIB · Biogen Inc. - Common Stock (BIIB) [ST] | $1,001 - $15,000 |
| 2026-06-02 | Sale | Mount San Jacinto, CA, Cmnty. College Dist. Bonds [GS] | $500,001 - $1,000,000 |
| 2026-06-02 | Purchase | SFTBF · SOFTBANK GROUP CORP (SFTBF) | $1,001 - $15,000 |
| 2026-05-29 | Purchase | BSX · Boston Scientific Corporation Common Stock (BSX) | $1,001 - $15,000 |
| 2026-05-29 | Purchase | COO · The Cooper Companies, Inc. (COO) | $1,001 - $15,000 |
| 2026-05-29 | Purchase | FBK · FB Financial Corporation Common Stock (FBK) | $1,001 - $15,000 |
| 2026-05-29 | Purchase | CIEN · Ciena Corporation (CIEN) | $1,001 - $15,000 |
| 2026-05-29 | Purchase | LGND · Ligand Pharmaceuticals Incorporated - Common Stock (LGND) | $1,001 - $15,000 |
| 2026-05-29 | Purchase | New York City, NY Transitional Finance Authority Bonds | $250,001 - $500,000 |
| 2026-05-29 | Purchase | ARQT · Arcutis Biotherapeutics, Inc. - Common stock (ARQT) | $1,001 - $15,000 |
| 2026-05-29 | Purchase | INDB · Independent Bank Corp. - Common Stock (INDB) | $1,001 - $15,000 |
| 2026-05-29 | Partial sale | AZO · AutoZone, Inc. Common Stock (AZO) | $1,001 - $15,000 |
| 2026-05-29 | Partial sale | WDAY · Workday, Inc. - Class A Common Stock (WDAY) | $15,001 - $50,000 |
| 2026-05-29 | Purchase | TCBI · Texas Capital Bancshares, Inc. - Common Stock (TCBI) | $1,001 - $15,000 |
| 2026-05-29 | Partial sale | WRB · W.R. Berkley Corporation Common Stock (WRB) | $1,001 - $15,000 |
| 2026-05-29 | Purchase | TEL · TE Connectivity plc Ordinary Shares (TEL) | $1,001 - $15,000 |
| 2026-05-29 | Purchase | PWP · Perella Weinberg Partners - Class A Common Stock (PWP) | $1,001 - $15,000 |
| 2026-05-29 | Purchase | HQY · HealthEquity, Inc. - Common Stock (HQY) | $1,001 - $15,000 |
| 2026-05-29 | Purchase | DASH · DoorDash, Inc. - Common Stock (DASH) | $1,001 - $15,000 |
| 2026-05-29 | Purchase | TSLA · Tesla, Inc. - Common Stock (TSLA) | $1,001 - $15,000 |
| 2026-05-22 | Partial sale | MTSI · MACOM Technology Solutions Holdings, Inc. - Common Stock (MTSI) | $1,001 - $15,000 |
| 2026-05-19 | Purchase | LPLA · LPL Financial Holdings Inc. - Common Stock (LPLA) | $1,001 - $15,000 |
| 2026-05-19 | Purchase | BSX · Boston Scientific Corporation Common Stock (BSX) | $1,001 - $15,000 |
| 2026-05-19 | Partial sale | WRB · W.R. Berkley Corporation Common Stock (WRB) | $1,001 - $15,000 |
| 2026-05-18 | Purchase | TOELF · TOKYO ELECTRON (TOELF) | $1,001 - $15,000 |
| 2026-05-18 | Purchase | CSW · CSW Industrials, Inc. Common Stock (CSW) | $1,001 - $15,000 |
| 2026-05-18 | Purchase | DCO · Ducommun Incorporated Common Stock (DCO) | $1,001 - $15,000 |
| 2026-05-18 | Partial sale | STRL · Sterling Infrastructure, Inc. - Common Stock (STRL) | $15,001 - $50,000 |
| 2026-05-18 | Sale | RNMBF · Rheinmetall Ag Ordinary Shares (RNMBF) | $1,001 - $15,000 |
| 2026-05-18 | Purchase | NOVT · Novanta Inc. - Common Shares (NOVT) | $1,001 - $15,000 |
| 2026-05-15 | Partial sale | PYPL · PayPal Holdings, Inc. - Common Stock (PYPL) | $1,001 - $15,000 |
| 2026-05-15 | Partial sale | PLTR · Palantir Technologies Inc. - Class A Common Stock (PLTR) | $1,001 - $15,000 |
| 2026-05-15 | Sale | ABT · Abbott Laboratories Common Stock (ABT) | $1,001 - $15,000 |
| 2026-05-15 | Partial sale | ADBE · Adobe Inc. - Common Stock (ADBE) | $1,001 - $15,000 |
| 2026-05-15 | Purchase | AMD · Advanced Micro Devices, Inc. (AMD) | $1,001 - $15,000 |
| 2026-05-15 | Purchase | APP · Applovin Corporation - Class A Common Stock (APP) | $1,001 - $15,000 |
| 2026-05-15 | Partial sale | BKNG · Booking Holdings Inc. - Common Stock (BKNG) | $1,001 - $15,000 |
| 2026-05-15 | Partial sale | BR · Broadridge Financial Solutions, Inc. Common Stock (BR) | $1,001 - $15,000 |
| 2026-05-15 | Sale | CVNA · Carvana Co. Class A Common Stock (CVNA) | $1,001 - $15,000 |
| 2026-05-15 | Sale | CB · Chubb Limited Common Stock (CB) | $1,001 - $15,000 |
| 2026-05-15 | Sale | CLX · Clorox Company (CLX) | $1,001 - $15,000 |
| 2026-05-15 | Purchase | CAG · ConAgra Brands, Inc. Common Stock (CAG) | $1,001 - $15,000 |
| 2026-05-15 | Partial sale | STZ · Constellation Brands, Inc. Common Stock (STZ) | $1,001 - $15,000 |
| 2026-05-15 | Purchase | CRWD · CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) | $1,001 - $15,000 |
| 2026-05-15 | Purchase | DPZ · Domino's Pizza Inc - Common Stock (DPZ) | $1,001 - $15,000 |
| 2026-05-15 | Purchase | EA · Electronic Arts Inc. - Common Stock (EA) | $1,001 - $15,000 |
| 2026-05-15 | Sale | FDS · FactSet Research Systems Inc. Common Stock (FDS) | $1,001 - $15,000 |
| 2026-05-15 | Sale | GEHCV · GE HealthCare Technologies Inc. (GEHCV) | $1,001 - $15,000 |
| 2026-05-15 | Sale | GPN · Global Payments Inc. Common Stock (GPN) | $1,001 - $15,000 |
| 2026-05-15 | Sale | IBM · International Business Machines Corporation Common Stock (IBM) | $15,001 - $50,000 |
| 2026-05-15 | Partial sale | MDT · Medtronic plc. Ordinary Shares (MDT) | $1,001 - $15,000 |
| 2026-05-15 | Partial sale | MU · Micron Technology, Inc. - Common Stock (MU) | $1,001 - $15,000 |
| 2026-05-15 | Purchase | MSFT · Microsoft Corporation - Common Stock (MSFT) | $50,001 - $100,000 |
| 2026-05-15 | Purchase | VRSK · Verisk Analytics, Inc. - Common Stock (VRSK) | $1,001 - $15,000 |
| 2026-05-15 | Partial sale | UBER · Uber Technologies, Inc. Common Stock (UBER) | $1,001 - $15,000 |
| 2026-05-15 | Sale | TYL · Tyler Technologies, Inc. Common Stock (TYL) | $1,001 - $15,000 |
| 2026-05-15 | Sale | TRMB · Trimble Inc. - Common Stock (TRMB) | $1,001 - $15,000 |
| 2026-05-15 | Sale | TPH · Tri Pointe Homes, Inc. Common Stock (TPH) | $1,001 - $15,000 |
| 2026-05-15 | Purchase | TTD · The Trade Desk, Inc. - Class A Common Stock (TTD) | $1,001 - $15,000 |
| 2026-05-15 | Purchase | CPB · The Campbell's Company - Common Stock (CPB) | $1,001 - $15,000 |
| 2026-05-15 | Partial sale | ROP · Roper Technologies, Inc. (ROP) | $1,001 - $15,000 |
| 2026-05-15 | Sale | REGN · Regeneron Pharmaceuticals, Inc. - Common Stock (REGN) | $1,001 - $15,000 |
| 2026-05-15 | Partial sale | PSKY · Paramount Skydance Corporation - Class B Common Stock (PSKY) | $1,001 - $15,000 |
| 2026-05-14 | Purchase | CIEN · Ciena Corporation (CIEN) | $1,001 - $15,000 |
| 2026-05-14 | Partial sale | FLEX · Flex Ltd. - Ordinary Shares (FLEX) | $1,001 - $15,000 |
| 2026-05-14 | Sale | MDB · MongoDB, Inc. - Class A Common Stock (MDB) | $1,001 - $15,000 |
| 2026-05-14 | Partial sale | WRB · W.R. Berkley Corporation Common Stock (WRB) | $1,001 - $15,000 |
| 2026-05-14 | Sale | MELI · MercadoLibre, Inc. - Common Stock (MELI) | $1,001 - $15,000 |
| 2026-05-14 | Purchase | LPLA · LPL Financial Holdings Inc. - Common Stock (LPLA) | $1,001 - $15,000 |
| 2026-05-14 | Purchase | AMD · Advanced Micro Devices, Inc. (AMD) | $1,001 - $15,000 |
| 2026-05-13 | Purchase | STE · STERIS plc (STE) | $1,001 - $15,000 |
| 2026-05-13 | Partial sale | WRB · W.R. Berkley Corporation Common Stock (WRB) | $1,001 - $15,000 |
| 2026-05-13 | Purchase | PCVX · Vaxcyte, Inc. - Common Stock (PCVX) | $1,001 - $15,000 |
| 2026-05-12 | Partial sale | WRB · W.R. Berkley Corporation Common Stock (WRB) | $1,001 - $15,000 |
| 2026-05-12 | Purchase | LPLA · LPL Financial Holdings Inc. - Common Stock (LPLA) | $1,001 - $15,000 |
| 2026-05-12 | Purchase | ST · Sensata Technologies Holding plc Ordinary Shares (ST) | $1,001 - $15,000 |
| 2026-05-12 | Purchase | PCVX · Vaxcyte, Inc. - Common Stock (PCVX) | $1,001 - $15,000 |
| 2026-05-12 | Partial sale | FLEX · Flex Ltd. - Ordinary Shares (FLEX) | $1,001 - $15,000 |
| 2026-05-11 | Partial sale | FLEX · Flex Ltd. - Ordinary Shares (FLEX) | $50,001 - $100,000 |
| 2026-05-11 | Purchase | FSV · FirstService Corporation - Common Shares (FSV) | $1,001 - $15,000 |
| 2026-05-11 | Purchase | DASH · DoorDash, Inc. - Common Stock (DASH) | $1,001 - $15,000 |
| 2026-05-11 | Purchase | BBIO · BridgeBio Pharma, Inc. - Common Stock (BBIO) | $1,001 - $15,000 |
| 2026-05-11 | Purchase | BSX · Boston Scientific Corporation Common Stock (BSX) | $1,001 - $15,000 |
| 2026-05-11 | Purchase | BNPQF · BNP PARIBAS ORD (BNPQF) | $1,001 - $15,000 |
| 2026-05-11 | Purchase | W · Wayfair Inc. Class A Common Stock (W) | $1,001 - $15,000 |
| 2026-05-11 | Purchase | VLTO · Veralto Corp Common Stock (VLTO) | $1,001 - $15,000 |
| 2026-05-11 | Purchase | ST · Sensata Technologies Holding plc Ordinary Shares (ST) | $1,001 - $15,000 |
| 2026-05-11 | Purchase | THLEF · Thales Ordinary Shares (THLEF) | $1,001 - $15,000 |
| 2026-05-11 | Purchase | STE · STERIS plc (STE) | $1,001 - $15,000 |
| 2026-05-11 | Purchase | SARO · StandardAero, Inc. Common Stock (SARO) | $1,001 - $15,000 |
| 2026-05-11 | Purchase | GIL · Gildan Activewear, Inc. Class A Sub. Vot. Common Stock (GIL) | $1,001 - $15,000 |
| 2026-05-08 | Sale | PRIM · Primoris Services Corporation (PRIM) | $1,001 - $15,000 |
| 2026-05-08 | Exchange | CTRA · Coterra Energy Inc. Common Stock (CTRA) | $1,001 - $15,000 |
| 2026-05-08 | Partial sale | PLTR · Palantir Technologies Inc. - Class A Common Stock (PLTR) | $1,001 - $15,000 |
| 2026-05-07 | Purchase | FSV · FirstService Corporation - Common Shares (FSV) | $1,001 - $15,000 |
| 2026-05-07 | Partial sale | FLEX · Flex Ltd. - Ordinary Shares (FLEX) | $15,001 - $50,000 |
| 2026-05-07 | Partial sale | WRB · W.R. Berkley Corporation Common Stock (WRB) | $1,001 - $15,000 |
| 2026-05-07 | Purchase | ST · Sensata Technologies Holding plc Ordinary Shares (ST) | $1,001 - $15,000 |
| 2026-05-07 | Purchase | LPLA · LPL Financial Holdings Inc. - Common Stock (LPLA) | $1,001 - $15,000 |
| 2026-05-07 | Purchase | W · Wayfair Inc. Class A Common Stock (W) | $1,001 - $15,000 |
| 2026-05-07 | Purchase | DASH · DoorDash, Inc. - Common Stock (DASH) | $1,001 - $15,000 |
| 2026-05-05 | Partial sale | GOOGL · Alphabet Inc. - Class A Common Stock (GOOGL) | $1,001 - $15,000 |
| 2026-05-04 | Purchase | RVTY · Revvity, Inc. Common Stock (RVTY) | $15,001 - $50,000 |
| 2026-05-04 | Purchase | FN · Fabrinet Ordinary Shares (FN) | $1,001 - $15,000 |
| 2026-05-04 | Partial sale | VIAV · Viavi Solutions Inc. - Common Stock (VIAV) | $1,001 - $15,000 |
| 2026-05-01 | Purchase | STE · STERIS plc (STE) | $1,001 - $15,000 |
| 2026-05-01 | Purchase | VLTO · Veralto Corp Common Stock (VLTO) | $1,001 - $15,000 |
| 2026-05-01 | Sale | SSNC · SS&C Technologies Holdings, Inc. - Common Stock (SSNC) | $1,001 - $15,000 |
| 2026-05-01 | Purchase | ST · Sensata Technologies Holding plc Ordinary Shares (ST) | $1,001 - $15,000 |
| 2026-05-01 | Purchase | FSV · FirstService Corporation - Common Shares (FSV) | $1,001 - $15,000 |
| 2026-05-01 | Purchase | RVTY · Revvity, Inc. Common Stock (RVTY) | $1,001 - $15,000 |
| 2026-05-01 | Purchase | LPLA · LPL Financial Holdings Inc. - Common Stock (LPLA) | $1,001 - $15,000 |
| 2026-05-01 | Purchase | W · Wayfair Inc. Class A Common Stock (W) | $1,001 - $15,000 |
| 2026-05-01 | Partial sale | FLEX · Flex Ltd. - Ordinary Shares (FLEX) | $1,001 - $15,000 |
| 2026-05-01 | Purchase | DASH · DoorDash, Inc. - Common Stock (DASH) | $1,001 - $15,000 |
| 2026-04-29 | Purchase | STE · STERIS plc (STE) | $1,001 - $15,000 |
| 2026-04-29 | Partial sale | SSNC · SS&C Technologies Holdings, Inc. - Common Stock (SSNC) | $1,001 - $15,000 |
| 2026-04-29 | Purchase | GIL · Gildan Activewear, Inc. Class A Sub. Vot. Common Stock (GIL) | $1,001 - $15,000 |
| 2026-04-29 | Purchase | BBIO · BridgeBio Pharma, Inc. - Common Stock (BBIO) | $1,001 - $15,000 |
| 2026-04-27 | Purchase | GIL · Gildan Activewear, Inc. Class A Sub. Vot. Common Stock (GIL) | $1,001 - $15,000 |
| 2026-04-27 | Partial sale | FLEX · Flex Ltd. - Ordinary Shares (FLEX) | $1,001 - $15,000 |
| 2026-04-24 | Purchase | SNEJF · SONY GROUP CORP (SNEJF) | $1,001 - $15,000 |
| 2026-04-24 | Purchase | FSV · FirstService Corporation - Common Shares (FSV) | $1,001 - $15,000 |
| 2026-04-24 | Purchase | GIL · Gildan Activewear, Inc. Class A Sub. Vot. Common Stock (GIL) | $1,001 - $15,000 |
| 2026-04-23 | Sale | HESAF · Hermes Intl S A Ordinary Shares (HESAF) | $1,001 - $15,000 |
| 2026-04-22 | Purchase | AMZN · Amazon.com, Inc. - Common Stock (AMZN) | $1,001 - $15,000 |
| 2026-04-22 | Partial sale | FLEX · Flex Ltd. - Ordinary Shares (FLEX) | $1,001 - $15,000 |
| 2026-04-22 | Purchase | GIL · Gildan Activewear, Inc. Class A Sub. Vot. Common Stock (GIL) | $1,001 - $15,000 |
| 2026-04-15 | Purchase | DASH · DoorDash, Inc. - Common Stock (DASH) | $1,001 - $15,000 |
| 2026-04-15 | Partial sale | FLEX · Flex Ltd. - Ordinary Shares (FLEX) | $1,001 - $15,000 |
| 2026-04-14 | Purchase | GEN · Gen Digital Inc. - Common Stock (GEN) | $1,001 - $15,000 |
| 2026-04-14 | Sale | EFX · Equifax, Inc. Common Stock (EFX) | $1,001 - $15,000 |
| 2026-04-14 | Sale | EPAM · EPAM Systems, Inc. Common Stock (EPAM) | $1,001 - $15,000 |
| 2026-04-14 | Purchase | GPN · Global Payments Inc. Common Stock (GPN) | $1,001 - $15,000 |
| 2026-04-14 | Purchase | GDDY · GoDaddy Inc. Class A Common Stock (GDDY) | $1,001 - $15,000 |
| 2026-04-14 | Purchase | IBM · International Business Machines Corporation Common Stock (IBM) | $15,001 - $50,000 |
| 2026-04-14 | Sale | IP · International Paper Company Common Stock (IP) | $1,001 - $15,000 |
| 2026-04-14 | Partial sale | INTU · Intuit Inc. - Common Stock (INTU) | $1,001 - $15,000 |
| 2026-04-14 | Sale | JKHY · Jack Henry & Associates, Inc. - Common Stock (JKHY) | $1,001 - $15,000 |
| 2026-04-14 | Purchase | LLY · Eli Lilly and Company Common Stock (LLY) | $1,001 - $15,000 |
| 2026-04-14 | Purchase | LITE · Lumentum Holdings Inc. - Common Stock (LITE) | $1,001 - $15,000 |
| 2026-04-14 | Partial sale | MSFT · Microsoft Corporation - Common Stock (MSFT) | $15,001 - $50,000 |
| 2026-04-14 | Partial sale | MOS · Mosaic Company (MOS) | $1,001 - $15,000 |
| 2026-04-14 | Purchase | NWS · News Corporation - Class B Common Stock (NWS) | $1,001 - $15,000 |
| 2026-04-14 | Partial sale | NKE · Nike, Inc. Common Stock (NKE) | $1,001 - $15,000 |
| 2026-04-14 | Partial sale | NVDA · NVIDIA Corporation - Common Stock (NVDA) | $1,001 - $15,000 |
| 2026-04-14 | Sale | OMC · Omnicom Group Inc. Common Stock (OMC) | $1,001 - $15,000 |
| 2026-04-14 | Purchase | PLTR · Palantir Technologies Inc. - Class A Common Stock (PLTR) | $15,001 - $50,000 |
| 2026-04-14 | Purchase | PANW · Palo Alto Networks, Inc. (PANW) | $1,001 - $15,000 |
| 2026-04-14 | Purchase | PAYX · Paychex, Inc. - Common Stock (PAYX) | $1,001 - $15,000 |
| 2026-04-14 | Sale | PAYC · Paycom Software, Inc. Common Stock (PAYC) | $1,001 - $15,000 |
| 2026-04-14 | Purchase | HOOD · Robinhood Markets, Inc. - Class A Common Stock (HOOD) | $1,001 - $15,000 |
| 2026-04-14 | Purchase | ROP · Roper Technologies, Inc. (ROP) | $1,001 - $15,000 |
| 2026-04-14 | Purchase | DASH · DoorDash, Inc. - Common Stock (DASH) | $1,001 - $15,000 |
| 2026-04-14 | Partial sale | NOW · ServiceNow, Inc. Common Stock (NOW) | $1,001 - $15,000 |
| 2026-04-14 | Partial sale | FISV · Fiserv, Inc. - Common Stock (FISV) | $1,001 - $15,000 |
| 2026-04-14 | Sale | DPZ · Domino's Pizza Inc - Common Stock (DPZ) | $1,001 - $15,000 |
| 2026-04-14 | Sale | DDOG · Datadog, Inc. - Class A Common Stock (DDOG) | $1,001 - $15,000 |
| 2026-04-14 | Sale | CRWD · CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) | $1,001 - $15,000 |
| 2026-04-14 | Purchase | TSLA · Tesla, Inc. - Common Stock (TSLA) | $1,001 - $15,000 |
| 2026-04-14 | Sale | KHC · The Kraft Heinz Company - Common Stock (KHC) | $1,001 - $15,000 |
| 2026-04-14 | Sale | TTD · The Trade Desk, Inc. - Class A Common Stock (TTD) | $1,001 - $15,000 |
| 2026-04-14 | Purchase | TRMB · Trimble Inc. - Common Stock (TRMB) | $1,001 - $15,000 |
| 2026-04-14 | Sale | ACN · Accenture plc Class A Ordinary Shares (ACN) | $1,001 - $15,000 |
| 2026-04-14 | Purchase | ADBE · Adobe Inc. - Common Stock (ADBE) | $1,001 - $15,000 |
| 2026-04-14 | Purchase | AMD · Advanced Micro Devices, Inc. (AMD) | $15,001 - $50,000 |
| 2026-04-14 | Purchase | ARE · Alexandria Real Estate Equities, Inc. Common Stock (ARE) | $1,001 - $15,000 |
| 2026-04-14 | Purchase | AMZN · Amazon.com, Inc. - Common Stock (AMZN) | $1,001 - $15,000 |
| 2026-04-14 | Purchase | APO · Apollo Global Management, Inc. (APO) | $1,001 - $15,000 |
| 2026-04-14 | Partial sale | APP · Applovin Corporation - Class A Common Stock (APP) | $1,001 - $15,000 |
| 2026-04-14 | Partial sale | ADP · Automatic Data Processing, Inc. - Common Stock (ADP) | $1,001 - $15,000 |
| 2026-04-14 | Purchase | BKNG · Booking Holdings Inc. - Common Stock (BKNG) | $1,001 - $15,000 |
| 2026-04-14 | Purchase | BR · Broadridge Financial Solutions, Inc. Common Stock (BR) | $1,001 - $15,000 |
| 2026-04-14 | Purchase | CVNA · Carvana Co. Class A Common Stock (CVNA) | $1,001 - $15,000 |
| 2026-04-14 | Partial sale | CHTR · Charter Communications, Inc. - Class A Common Stock (CHTR) | $1,001 - $15,000 |
| 2026-04-14 | Partial sale | CTSH · Cognizant Technology Solutions Corporation - Class A Common Stock (CTSH) | $1,001 - $15,000 |
| 2026-04-14 | Purchase | COIN · Coinbase Global, Inc. - Class A Common Stock (COIN) | $1,001 - $15,000 |
| 2026-04-14 | Partial sale | CMCSA · Comcast Corporation - Class A Common Stock (CMCSA) | $15,001 - $50,000 |
| 2026-04-14 | Partial sale | ZTS · Zoetis Inc. Class A Common Stock (ZTS) | $1,001 - $15,000 |
| 2026-04-14 | Partial sale | WDAY · Workday, Inc. - Class A Common Stock (WDAY) | $1,001 - $15,000 |
| 2026-04-14 | Purchase | CAG · ConAgra Brands, Inc. Common Stock (CAG) | $1,001 - $15,000 |
| 2026-04-14 | Purchase | VZ · Verizon Communications Inc. Common Stock (VZ) | $1,001 - $15,000 |
| 2026-04-14 | Sale | VRSK · Verisk Analytics, Inc. - Common Stock (VRSK) | $1,001 - $15,000 |
| 2026-04-14 | Partial sale | CSGP · CoStar Group, Inc. - Common Stock (CSGP) | $1,001 - $15,000 |
| 2026-04-14 | Purchase | UNH · UnitedHealth Group Incorporated Common Stock (UNH) | $1,001 - $15,000 |
| 2026-04-14 | Partial sale | TYL · Tyler Technologies, Inc. Common Stock (TYL) | $1,001 - $15,000 |
| 2026-04-14 | Purchase | UBER · Uber Technologies, Inc. Common Stock (UBER) | $1,001 - $15,000 |
| 2026-04-14 | Sale | FIS · Fidelity National Information Services, Inc. Common Stock (FIS) | $1,001 - $15,000 |
| 2026-04-14 | Sale | FICO · Fair Isaac Corporation Common Stock (FICO) | $1,001 - $15,000 |
| 2026-04-14 | Sale | FTNT · Fortinet, Inc. - Common Stock (FTNT) | $1,001 - $15,000 |
| 2026-04-14 | Sale | IT · Gartner, Inc. Common Stock (IT) | $1,001 - $15,000 |
| 2026-04-13 | Purchase | DASH · DoorDash, Inc. - Common Stock (DASH) | $1,001 - $15,000 |
| 2026-04-13 | Purchase | VLTO · Veralto Corp Common Stock (VLTO) | $1,001 - $15,000 |
| 2026-04-13 | Partial sale | SSNC · SS&C Technologies Holdings, Inc. - Common Stock (SSNC) | $1,001 - $15,000 |
| 2026-04-13 | Partial sale | FLEX · Flex Ltd. - Ordinary Shares (FLEX) | $15,001 - $50,000 |
| 2026-04-06 | Purchase | VLTO · Veralto Corp Common Stock (VLTO) | $1,001 - $15,000 |
| 2026-04-06 | Partial sale | SSNC · SS&C Technologies Holdings, Inc. - Common Stock (SSNC) | $15,001 - $50,000 |
| 2026-04-06 | Purchase | DASH · DoorDash, Inc. - Common Stock (DASH) | $1,001 - $15,000 |
| 2026-04-06 | Purchase | LPLA · LPL Financial Holdings Inc. - Common Stock (LPLA) | $1,001 - $15,000 |
| 2026-03-31 | Partial sale | John Swett, CA, USD GO Bonds | $100,001 - $250,000 |
| 2026-03-27 | Purchase | SARO · StandardAero, Inc. Common Stock (SARO) | $1,001 - $15,000 |
| 2026-03-27 | Partial sale | AEIS · Advanced Energy Industries, Inc. - Common Stock (AEIS) [ST] | $1,001 - $15,000 |
| 2026-03-27 | Partial sale | VIAV · Viavi Solutions Inc. - Common Stock (VIAV) [ST] | $1,001 - $15,000 |
| 2026-03-27 | Partial sale | SCHW · Charles Schwab Corporation (SCHW) [ST] | $1,001 - $15,000 |
| 2026-03-27 | Partial sale | California State Public Works Board Lease Rev Bonds [GS] | $50,001 - $100,000 |
| 2026-03-27 | Partial sale | MTSI · MACOM Technology Solutions Holdings, Inc. - Common Stock (MTSI) | $1,001 - $15,000 |
| 2026-03-27 | Purchase | DASH · DoorDash, Inc. - Common Stock (DASH) [ST] | $1,001 - $15,000 |
| 2026-03-27 | Purchase | California Health Facilities Financing Authority Rev Bonds [GS] | $250,001 - $500,000 |
| 2026-03-27 | Sale | West Kern, CA, Community College District GO Bonds [GS] | $250,001 - $500,000 |
| 2026-03-27 | Purchase | LPLA · LPL Financial Holdings Inc. - Common Stock (LPLA) | $1,001 - $15,000 |
| 2026-03-27 | Purchase | FN · Fabrinet Ordinary Shares (FN) | $15,001 - $50,000 |
| 2026-03-27 | Purchase | FSV · FirstService Corporation - Common Shares (FSV) [ST] | $1,001 - $15,000 |
| 2026-03-27 | Partial sale | FLEX · Flex Ltd. - Ordinary Shares (FLEX) [ST] | $1,001 - $15,000 |
| 2026-03-27 | Purchase | BABAF · ALIBABA GROUP HOLDING LTD (BABAF) [ST] | $1,001 - $15,000 |
| 2026-03-25 | Purchase | Illinois State General Obligation Bonds | $100,001 - $250,000 |
| 2026-03-25 | Partial sale | TDG · Transdigm Group Incorporated Common Stock (TDG) [ST] | $1,001 - $15,000 |
| 2026-03-25 | Partial sale | ANET · Arista Networks, Inc. Common Stock (ANET) [ST] | $1,001 - $15,000 |
| 2026-03-25 | Partial sale | BRK.B · Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | $1,001 - $15,000 |
| 2026-03-25 | Purchase | GLW · Corning Incorporated Common Stock (GLW) [ST] | $1,001 - $15,000 |
| 2026-03-25 | Partial sale | AVGO · Broadcom Inc. - Common Stock (AVGO) [ST] | $1,001 - $15,000 |
| 2026-03-25 | Partial sale | MELI · MercadoLibre, Inc. - Common Stock (MELI) | $1,001 - $15,000 |
| 2026-03-25 | Purchase | MU · Micron Technology, Inc. - Common Stock (MU) | $1,001 - $15,000 |
| 2026-03-25 | Partial sale | NVDA · NVIDIA Corporation - Common Stock (NVDA) | $1,001 - $15,000 |
| 2026-03-25 | Purchase | COHR · Coherent Corp. (COHR) [ST] | $1,001 - $15,000 |
| 2026-03-20 | Sale | ADM · Archer-Daniels-Midland Company Common Stock (ADM) [ST] | $50,001 - $100,000 |
| 2026-03-20 | Purchase | MIAX · Miami International Holdings, Inc. Common Stock (MIAX) | $15,001 - $50,000 |
| 2026-03-19 | Purchase | BBIO · BridgeBio Pharma, Inc. - Common Stock (BBIO) [ST] | $1,001 - $15,000 |
| 2026-03-18 | Purchase | FSV · FirstService Corporation - Common Shares (FSV) [ST] | $1,001 - $15,000 |
| 2026-03-18 | Partial sale | WRB · W.R. Berkley Corporation Common Stock (WRB) [ST] | $1,001 - $15,000 |
| 2026-03-18 | Purchase | DASH · DoorDash, Inc. - Common Stock (DASH) [ST] | $1,001 - $15,000 |
| 2026-03-18 | Purchase | TEL · TE Connectivity plc Ordinary Shares (TEL) [ST] | $1,001 - $15,000 |
| 2026-03-18 | Partial sale | DASH · DoorDash, Inc. - Common Stock (DASH) [ST] | $1,001 - $15,000 |
| 2026-03-18 | Partial sale | APP · Applovin Corporation - Class A Common Stock (APP) [ST] | $15,001 - $50,000 |
| 2026-03-18 | Purchase | WAT · Waters Corporation Common Stock (WAT) [ST] | $1,001 - $15,000 |
| 2026-03-18 | Purchase | BBIO · BridgeBio Pharma, Inc. - Common Stock (BBIO) [ST] | $1,001 - $15,000 |
| 2026-03-16 | Purchase | TDG · Transdigm Group Incorporated Common Stock (TDG) [ST] | $1,001 - $15,000 |
| 2026-03-16 | Partial sale | BRK.B · Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | $1,001 - $15,000 |
| 2026-03-16 | Purchase | MELI · MercadoLibre, Inc. - Common Stock (MELI) | $1,001 - $15,000 |
| 2026-03-16 | Partial sale | AMZN · Amazon.com, Inc. - Common Stock (AMZN) [ST] | $1,001 - $15,000 |
| 2026-03-16 | Purchase | PLTR · Palantir Technologies Inc. Class A Common Stock (PLTR) | $1,001 - $15,000 |
| 2026-03-16 | Purchase | AMZN · Amazon.com, Inc. - Common Stock (AMZN) [ST] | $1,001 - $15,000 |
| 2026-03-16 | Partial sale | PLTR · Palantir Technologies Inc. Class A Common Stock (PLTR) [ST] | $1,001 - $15,000 |
| 2026-03-16 | Purchase | CDRE · Cadre Holdings, Inc. Common Stock (CDRE) [ST] | $1,001 - $15,000 |
| 2026-03-13 | Purchase | ACN · Accenture plc Class A Ordinary Shares (ACN) [ST] | $1,001 - $15,000 |
| 2026-03-13 | Partial sale | AMD · Advanced Micro Devices, Inc. (AMD) [ST] | $1,001 - $15,000 |
| 2026-03-13 | Partial sale | AMZN · Amazon.com, Inc. - Common Stock (AMZN) [ST] | $1,001 - $15,000 |
| 2026-03-13 | Sale | APO · Apollo Global Management, Inc. (APO) [ST] | $1,001 - $15,000 |
| 2026-03-13 | Purchase | APP · Applovin Corporation - Class A Common Stock (APP) [ST] | $1,001 - $15,000 |
| 2026-03-13 | Purchase | SQ · Block, Inc. Class A Common Stock, (SQ) [ST] | $1,001 - $15,000 |
| 2026-03-13 | Purchase | BKNG · Booking Holdings Inc. - Common Stock (BKNG) [ST] | $1,001 - $15,000 |
| 2026-03-13 | Purchase | CHTR · Charter Communications, Inc. - Class A Common Stock (CHTR) [ST] | $1,001 - $15,000 |
| 2026-03-13 | Purchase | CTSH · Cognizant Technology Solutions Corporation - Class A Common Stock (CTSH) [ST] | $1,001 - $15,000 |
| 2026-03-13 | Sale | CAG · ConAgra Brands, Inc. Common Stock (CAG) [ST] | $1,001 - $15,000 |
| 2026-03-13 | Purchase | CSGP · CoStar Group, Inc. - Common Stock (CSGP) [ST] | $1,001 - $15,000 |
| 2026-03-13 | Purchase | CRWD · CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST] | $1,001 - $15,000 |
| 2026-03-13 | Purchase | DDOG · Datadog, Inc. - Class A Common Stock (DDOG) [ST] | $1,001 - $15,000 |
| 2026-03-13 | Partial sale | DASH · DoorDash, Inc. - Common Stock (DASH) [ST] | $1,001 - $15,000 |
| 2026-03-13 | Partial sale | LLY · Eli Lilly and Company Common Stock (LLY) [ST] | $1,001 - $15,000 |
| 2026-03-13 | Purchase | EPAM · EPAM Systems, Inc. Common Stock (EPAM) | $1,001 - $15,000 |
| 2026-03-13 | Purchase | EFX · Equifax, Inc. Common Stock (EFX) | $1,001 - $15,000 |
| 2026-03-13 | Sale | EG · Everest Group, Ltd. Common Stock (EG) | $1,001 - $15,000 |
| 2026-03-13 | Purchase | FDS · FactSet Research Systems Inc. Common Stock (FDS) | $1,001 - $15,000 |
| 2026-03-13 | Purchase | FICO · Fair Isaac Corporation Common Stock (FICO) | $1,001 - $15,000 |
| 2026-03-13 | Purchase | FIS · Fidelity National Information Services, Inc. Common Stock (FIS) | $1,001 - $15,000 |
| 2026-03-13 | Purchase | FISV · Fiserv, Inc. - Common Stock (FISV) [ST] | $1,001 - $15,000 |
| 2026-03-13 | Purchase | FTNT · Fortinet, Inc. - Common Stock (FTNT) [ST] | $1,001 - $15,000 |
| 2026-03-13 | Purchase | FOX · Fox Corporation - Class B Common Stock (FOX) [ST] | $1,001 - $15,000 |
| 2026-03-13 | Purchase | IT · Gartner, Inc. Common Stock (IT) [ST] | $1,001 - $15,000 |
| 2026-03-13 | Sale | GDDY · GoDaddy Inc. Class A Common Stock (GDDY) | $1,001 - $15,000 |
| 2026-03-13 | Sale | IBM · International Business Machines Corporation Common Stock (IBM) | $15,001 - $50,000 |
| 2026-03-13 | Sale | KVUE · Kenvue Inc. Common Stock (KVUE) | $1,001 - $15,000 |
| 2026-03-13 | Sale | KEY · KeyCorp Common Stock (KEY) | $1,001 - $15,000 |
| 2026-03-13 | Sale | LULU · lululemon athletica inc. - Common Stock (LULU) | $1,001 - $15,000 |
| 2026-03-13 | Purchase | MSFT · Microsoft Corporation - Common Stock (MSFT) | $15,001 - $50,000 |
| 2026-03-13 | Sale | TAP · Molson Coors Beverage Company Class B Common Stock (TAP) | $1,001 - $15,000 |
| 2026-03-13 | Purchase | NVDA · NVIDIA Corporation - Common Stock (NVDA) | $1,001 - $15,000 |
| 2026-03-13 | Purchase | OMC · Omnicom Group Inc. Common Stock (OMC) | $1,001 - $15,000 |
| 2026-03-13 | Partial sale | PLTR · Palantir Technologies Inc. Class A Common Stock (PLTR) [ST] | $15,001 - $50,000 |
| 2026-03-13 | Purchase | PANW · Palo Alto Networks, Inc. (PANW) [ST] | $1,001 - $15,000 |
| 2026-03-13 | Purchase | PSKY · Paramount Skydance Corporation - Class B Common Stock (PSKY) [ST] | $1,001 - $15,000 |
| 2026-03-13 | Purchase | PAYC · Paycom Software, Inc. Common Stock (PAYC) [ST] | $1,001 - $15,000 |
| 2026-03-13 | Purchase | PYPL · PayPal Holdings, Inc. - Common Stock (PYPL) [ST] | $1,001 - $15,000 |
| 2026-03-13 | Partial sale | PFE · Pfizer, Inc. Common Stock (PFE) [ST] | $1,001 - $15,000 |
| 2026-03-13 | Sale | HOOD · Robinhood Markets, Inc. - Class A Common Stock (HOOD) | $1,001 - $15,000 |
| 2026-03-13 | Partial sale | ROP · Roper Technologies, Inc. (ROP) | $1,001 - $15,000 |
| 2026-03-13 | Purchase | SNDK · Sandisk Corporation - Common Stock (SNDK) | $1,001 - $15,000 |
| 2026-03-13 | Partial sale | TSLA · Tesla, Inc. - Common Stock (TSLA) [ST] | $15,001 - $50,000 |
| 2026-03-13 | Sale | CI · The Cigna Group Common Stock (CI) [ST] | $1,001 - $15,000 |
| 2026-03-13 | Purchase | TTD · The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] | $1,001 - $15,000 |
| 2026-03-13 | Purchase | TYL · Tyler Technologies, Inc. Common Stock (TYL) [ST] | $1,001 - $15,000 |
| 2026-03-13 | Sale | UBER · Uber Technologies, Inc. Common Stock (UBER) [ST] | $1,001 - $15,000 |
| 2026-03-13 | Partial sale | UPS · United Parcel Service, Inc. Common Stock (UPS) [ST] | $1,001 - $15,000 |
| 2026-03-13 | Purchase | UNH · UnitedHealth Group Incorporated Common Stock (UNH) [ST] | $1,001 - $15,000 |
| 2026-03-13 | Partial sale | VRSN · VeriSign, Inc. - Common Stock (VRSN) [ST] | $1,001 - $15,000 |
| 2026-03-13 | Sale | VICI · VICI Properties Inc. Common Stock (VICI) [ST] | $1,001 - $15,000 |
| 2026-03-13 | Partial sale | WFC · Wells Fargo & Company Common Stock (WFC) [ST] | $1,001 - $15,000 |
| 2026-03-13 | Purchase | WDAY · Workday, Inc. - Class A Common Stock (WDAY) [ST] | $1,001 - $15,000 |
| 2026-03-13 | Partial sale | ZTS · Zoetis Inc. Class A Common Stock (ZTS) [ST] | $1,001 - $15,000 |
| 2026-03-12 | Sale | DBRG · DigitalBridge Group, Inc. (DBRG) [ST] | $50,001 - $100,000 |
| 2026-03-09 | Partial sale | VIAV · Viavi Solutions Inc. - Common Stock (VIAV) [ST] | $1,001 - $15,000 |
| 2026-03-09 | Purchase | FSS · Federal Signal Corporation Common Stock (FSS) | $1,001 - $15,000 |
| 2026-03-09 | Purchase | HALO · Halozyme Therapeutics, Inc. - Common Stock (HALO) | $1,001 - $15,000 |
| 2026-03-03 | Purchase | PATK · Patrick Industries, Inc. - Common Stock (PATK) [ST] | $1,001 - $15,000 |
| 2026-03-03 | Purchase | COCO · The Vita Coco Company, Inc. - Common Stock (COCO) [ST] | $1,001 - $15,000 |
| 2026-03-03 | Purchase | PRIM · Primoris Services Corporation (PRIM) [ST] | $1,001 - $15,000 |
| 2026-03-03 | Purchase | RBC · RBC Bearings Incorporated Common Stock (RBC) | $1,001 - $15,000 |
| 2026-03-03 | Purchase | RHP · Ryman Hospitality Properties, Inc. (RHP) | $1,001 - $15,000 |
| 2026-03-03 | Purchase | TXRH · Texas Roadhouse, Inc. - Common Stock (TXRH) [ST] | $1,001 - $15,000 |
| 2026-03-03 | Purchase | ATRC · AtriCure, Inc. - Common Stock (ATRC) [ST] | $1,001 - $15,000 |
| 2026-03-03 | Purchase | BBIO · BridgeBio Pharma, Inc. - Common Stock (BBIO) [ST] | $1,001 - $15,000 |
| 2026-03-03 | Purchase | BOOT · Boot Barn Holdings, Inc. Common Stock (BOOT) [ST] | $1,001 - $15,000 |
| 2026-03-03 | Purchase | EPAC · Enerpac Tool Group Corp. Common Stock (EPAC) | $1,001 - $15,000 |
| 2026-03-03 | Purchase | UFPI · UFP Industries, Inc. - Common Stock (UFPI) [ST] | $1,001 - $15,000 |
| 2026-03-03 | Purchase | GMED · Globus Medical, Inc. Class A Common Stock (GMED) [ST] | $1,001 - $15,000 |
| 2026-03-03 | Purchase | SMTC · Semtech Corporation - Common Stock (SMTC) | $1,001 - $15,000 |
| 2026-03-03 | Purchase | CENTA · Central Garden & Pet Company - Class A Common Stock Nonvoting (CENTA) [ST] | $1,001 - $15,000 |
| 2026-03-03 | Purchase | CATY · Cathay General Bancorp - Common Stock (CATY) [ST] | $1,001 - $15,000 |
| 2026-03-03 | Purchase | MTSI · MACOM Technology Solutions Holdings, Inc. - Common Stock (MTSI) | $1,001 - $15,000 |
| 2026-03-03 | Purchase | NWE · NorthWestern Energy Group, Inc. - Common Stock (NWE) | $1,001 - $15,000 |
| 2026-03-03 | Purchase | RARE · Ultragenyx Pharmaceutical Inc. - Common Stock (RARE) [ST] | $1,001 - $15,000 |
| 2026-03-03 | Purchase | AZTA · Azenta, Inc. - Common Stock (AZTA) [ST] | $1,001 - $15,000 |
| 2026-03-03 | Purchase | AVNT · Avient Corporation Common Stock (AVNT) [ST] | $1,001 - $15,000 |
| 2026-03-03 | Purchase | VCYT · Veracyte, Inc. - Common Stock (VCYT) [ST] | $1,001 - $15,000 |
| 2026-03-03 | Purchase | AEIS · Advanced Energy Industries, Inc. - Common Stock (AEIS) [ST] | $1,001 - $15,000 |
| 2026-03-03 | Purchase | AVAV · AeroVironment, Inc. - Common Stock (AVAV) [ST] | $1,001 - $15,000 |
| 2026-03-03 | Purchase | AGIO · Agios Pharmaceuticals, Inc. - Common Stock (AGIO) [ST] | $1,001 - $15,000 |
| 2026-03-03 | Purchase | SUPN · Supernus Pharmaceuticals, Inc. - Common Stock (SUPN) | $1,001 - $15,000 |
| 2026-03-03 | Purchase | ARQT · Arcutis Biotherapeutics, Inc. - Common stock (ARQT) [ST] | $1,001 - $15,000 |
| 2026-03-03 | Purchase | TNDM · Tandem Diabetes Care, Inc. - Common Stock (TNDM) | $1,001 - $15,000 |
| 2026-03-03 | Purchase | HLI · Houlihan Lokey, Inc. Class A Common Stock (HLI) | $1,001 - $15,000 |
| 2026-03-03 | Purchase | IDA · IDACORP, Inc. Common Stock (IDA) | $1,001 - $15,000 |
| 2026-03-03 | Purchase | ITT · ITT Inc. Common Stock (ITT) | $1,001 - $15,000 |
| 2026-03-03 | Purchase | CSW · CSW Industrials, Inc. Common Stock (CSW) [ST] | $1,001 - $15,000 |
| 2026-03-03 | Purchase | LGN · Legence Corp. - Class A Common stock (LGN) | $1,001 - $15,000 |
| 2026-03-03 | Purchase | CRNX · Crinetics Pharmaceuticals, Inc. - Common Stock (CRNX) [ST] | $1,001 - $15,000 |
| 2026-03-03 | Purchase | LGND · Ligand Pharmaceuticals Incorporated - Common Stock (LGND) | $1,001 - $15,000 |
| 2026-03-03 | Purchase | GTES · Gates Industrial Corporation plc Ordinary Shares (GTES) [ST] | $1,001 - $15,000 |
| 2026-03-03 | Purchase | SKY · Champion Homes, Inc. Common Stock (SKY) [ST] | $1,001 - $15,000 |
| 2026-03-02 | Partial sale | THR · Thermon Group Holdings, Inc. Common Stock (THR) | $1,001 - $15,000 |
| 2026-03-02 | Purchase | FSS · Federal Signal Corporation Common Stock (FSS) [ST] | $1,001 - $15,000 |
| 2026-02-26 | Purchase | TSM · Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | $1,001 - $15,000 |
| 2026-02-24 | Partial sale | ORCL · Oracle Corporation Common Stock (ORCL) | $1,001 - $15,000 |
| 2026-02-24 | Purchase | MU · Micron Technology, Inc. - Common Stock (MU) | $1,001 - $15,000 |
| 2026-02-24 | Partial sale | HOOD · Robinhood Markets, Inc. - Class A Common Stock (HOOD) [ST] | $1,001 - $15,000 |
| 2026-02-24 | Partial sale | UBER · Uber Technologies, Inc. Common Stock (UBER) | $1,001 - $15,000 |
| 2026-02-23 | Purchase | SKY · Champion Homes, Inc. Common Stock (SKY) | $1,001 - $15,000 |
| 2026-02-23 | Partial sale | TPH · Tri Pointe Homes, Inc. Common Stock (TPH) | $1,001 - $15,000 |
| 2026-02-20 | Sale | XIACF · XIAOMI CORP (XIACF) [ST] | $1,001 - $15,000 |
| 2026-02-18 | Partial sale | DSGX · The Descartes Systems Group Inc. - Common Stock (DSGX) | $1,001 - $15,000 |
| 2026-02-18 | Purchase | VCYT · Veracyte, Inc. - Common Stock | $1,001 - $15,000 |
| 2026-02-18 | Partial sale | APPF · AppFolio, Inc. - Class A Common Stock (APPF) | $1,001 - $15,000 |
| 2026-02-18 | Purchase | RARE · Ultragenyx Pharmaceutical Inc. - Common Stock (RARE) | $1,001 - $15,000 |
| 2026-02-18 | Sale | PAR · PAR Technology Corporation Common Stock (PAR) | $1,001 - $15,000 |
| 2026-02-18 | Partial sale | PRIM · Primoris Services Corporation (PRIM) | $1,001 - $15,000 |
| 2026-02-17 | Purchase | FSV · FirstService Corporation - Common Shares (FSV) [ST] | $1,001 - $15,000 |
| 2026-02-13 | Purchase | MHVYF · Mitsubishi Heavy Industries Ltd Ordinary Shares (MHVYF) | $1,001 - $15,000 |
| 2026-02-13 | Purchase | FSV · FirstService Corporation - Common Shares (FSV) [ST] | $1,001 - $15,000 |
| 2026-02-12 | Purchase | TEL · TE Connectivity plc Ordinary Shares | $1,001 - $15,000 |
| 2026-02-12 | Sale | COIN · Coinbase Global, Inc. - 3Class A Common Stock (COIN) [ST] | $1,001 - $15,000 |
| 2026-02-10 | Purchase | ZTS · Zoetis Inc. Class A Common Stock (ZTS) [ST] | $1,001 - $15,000 |
| 2026-02-10 | Partial sale | ABT · Abbott Laboratories Common Stock (ABT) [ST] | $1,001 - $15,000 |
| 2026-02-10 | Sale | ACN · Accenture plc Class A Ordinary Shares (ACN) [ST] | $1,001 - $15,000 |
| 2026-02-10 | Purchase | AMD · Advanced Micro Devices, Inc. (AMD) [ST] | $1,001 - $15,000 |
| 2026-02-10 | Purchase | AMZN · Amazon.com, Inc. - Common Stock (AMZN) [ST] | $1,001 - $15,000 |
| 2026-02-10 | Partial sale | AME · AMETEK, Inc. (AME) [ST] | $1,001 - $15,000 |
| 2026-02-10 | Partial sale | APP · Applovin Corporation - Class A Common Stock (APP) | $1,001 - $15,000 |
| 2026-02-10 | Sale | AJG · Arthur J. Gallagher & Co. Common Stock (AJG) | $1,001 - $15,000 |
| 2026-02-10 | Sale | SQ · Block, Inc. Class A Common Stock, (SQ) | $1,001 - $15,000 |
| 2026-02-10 | Partial sale | BKNG · Booking Holdings Inc. - Common Stock (BKNG) | $1,001 - $15,000 |
| 2026-02-10 | Purchase | BSX · Boston Scientific Corporation Common Stock (BSX) | $1,001 - $15,000 |
| 2026-02-10 | Sale | COF · Capital One Financial Corporation Common Stock (COF) | $1,001 - $15,000 |
| 2026-02-10 | Purchase | CVX · Chevron Corporation Common Stock (CVX) [ST] | $15,001 - $50,000 |
| 2026-02-10 | Purchase | CAG · ConAgra Brands, Inc. Common Stock (CAG) [ST] | $1,001 - $15,000 |
| 2026-02-10 | Purchase | COP · ConocoPhillips Common Stock (COP) [ST] | $1,001 - $15,000 |
| 2026-02-10 | Purchase | CTRA · Coterra Energy Inc. Common Stock (CTRA) [ST] | $1,001 - $15,000 |
| 2026-02-10 | Purchase | DPZ · Domino's Pizza Inc - Common Stock (DPZ) [ST] | $1,001 - $15,000 |
| 2026-02-10 | Purchase | DASH · DoorDash, Inc. - Common Stock (DASH) [ST] | $1,001 - $15,000 |
| 2026-02-10 | Purchase | EOG · EOG Resources, Inc. Common Stock (EOG) [ST] | $15,001 - $50,000 |
| 2026-02-10 | Purchase | EQT · EQT Corporation Common Stock (EQT) [ST] | $1,001 - $15,000 |
| 2026-02-10 | Sale | ERIE · Erie Indemnity Company - Class A Common Stock (ERIE) [ST] | $1,001 - $15,000 |
| 2026-02-10 | Partial sale | EG · Everest Group, Ltd. Common Stock (EG) [ST] | $1,001 - $15,000 |
| 2026-02-10 | Purchase | EXE · Expand Energy Corporation - Common Stock (EXE) [ST] | $1,001 - $15,000 |
| 2026-02-10 | Purchase | XOM · Exxon Mobil Corporation Common Stock (XOM) [ST] | $50,001 - $100,000 |
| 2026-02-10 | Sale | FICO · Fair Isaac Corporation Common Stock (FICO) [ST] | $1,001 - $15,000 |
| 2026-02-10 | Sale | FIS · Fidelity National Information Services, Inc. Common Stock (FIS) [ST] | $1,001 - $15,000 |
| 2026-02-10 | Sale | FSLR · First Solar, Inc. - Common Stock (FSLR) [ST] | $1,001 - $15,000 |
| 2026-02-10 | Purchase | FSV · FirstService Corporation - Common Shares (FSV) [ST] | $1,001 - $15,000 |
| 2026-02-10 | Purchase | FSV · FirstService Corporation - Common Shares (FSV) [ST] | $15,001 - $50,000 |
| 2026-02-10 | Partial sale | FISV · Fiserv, Inc. - Common Stock (FISV) [ST] | $1,001 - $15,000 |
| 2026-02-10 | Partial sale | GE · GE Aerospace Common Stock (GE) [ST] | $15,001 - $50,000 |
| 2026-02-10 | Sale | GD · General Dynamics Corporation Common Stock (GD) [ST] | $1,001 - $15,000 |
| 2026-02-10 | Sale | GIS · General Mills, Inc. Common Stock (GIS) [ST] | $1,001 - $15,000 |
| 2026-02-10 | Purchase | GDDY · GoDaddy Inc. Class A Common Stock (GDDY) [ST] | $1,001 - $15,000 |
| 2026-02-10 | Sale | DOC · Healthpeak Properties, Inc. Common Stock (DOC) | $1,001 - $15,000 |
| 2026-02-10 | Purchase | ILMN · Illumina, Inc. - Common Stock (ILMN) | $1,001 - $15,000 |
| 2026-02-10 | Partial sale | IBM · International Business Machines Corporation Common Stock (IBM) | $1,001 - $15,000 |
| 2026-02-10 | Partial sale | IVZ · Invesco Ltd Common Stock (IVZ) | $1,001 - $15,000 |
| 2026-02-10 | Sale | INVH · Invitation Homes Inc. Common Stock (INVH) | $1,001 - $15,000 |
| 2026-02-10 | Purchase | KVUE · Kenvue Inc. Common Stock (KVUE) | $1,001 - $15,000 |
| 2026-02-10 | Purchase | KMI · Kinder Morgan, Inc. Common Stock (KMI) | $1,001 - $15,000 |
| 2026-02-10 | Partial sale | MU · Micron Technology, Inc. - Common Stock (MU) | $1,001 - $15,000 |
| 2026-02-10 | Partial sale | MSFT · Microsoft Corporation - Common Stock (MSFT) | $15,001 - $50,000 |
| 2026-02-10 | Purchase | OXY · Occidental Petroleum Corporation Common Stock (OXY) | $1,001 - $15,000 |
| 2026-02-10 | Purchase | OKE · ONEOK, Inc. Common Stock (OKE) | $1,001 - $15,000 |
| 2026-02-10 | Purchase | PFE · Pfizer, Inc. Common Stock (PFE) | $1,001 - $15,000 |
| 2026-02-10 | Partial sale | PGR · Progressive Corporation (PGR) | $1,001 - $15,000 |
| 2026-02-10 | Sale | PRU · Prudential Financial, Inc. Common Stock (PRU) [ST] | $1,001 - $15,000 |
| 2026-02-10 | Partial sale | ROP · Roper Technologies, Inc. (ROP) [ST] | $15,001 - $50,000 |
| 2026-02-10 | Sale | SWKS · Skyworks Solutions, Inc. - Common Stock (SWKS) [ST] | $1,001 - $15,000 |
| 2026-02-10 | Purchase | STE · STERIS plc (STE) [ST] | $1,001 - $15,000 |
| 2026-02-10 | Purchase | TRGP · Targa Resources, Inc. Common Stock (TRGP) [ST] | $1,001 - $15,000 |
| 2026-02-10 | Sale | TTD · The Trade Desk, Inc. - Class A Common Stock (TTD) | $1,001 - $15,000 |
| 2026-02-10 | Sale | UAL · United Airlines Holdings, Inc. - Common Stock (UAL) | $1,001 - $15,000 |
| 2026-02-10 | Partial sale | UNH · UnitedHealth Group Incorporated Common Stock (UNH) | $15,001 - $50,000 |
| 2026-02-10 | Purchase | VRSN · VeriSign, Inc. - Common Stock (VRSN) [ST] | $1,001 - $15,000 |
| 2026-02-10 | Purchase | VRSK · Verisk Analytics, Inc. - Common Stock (VRSK) [ST] | $1,001 - $15,000 |
| 2026-02-10 | Partial sale | DIS · Walt Disney Company (DIS) [ST] | $1,001 - $15,000 |
| 2026-02-10 | Partial sale | WBD · Warner Bros. Discovery, Inc. - Series A Common Stock (WBD) [ST] | $1,001 - $15,000 |
| 2026-02-10 | Purchase | WMB · Williams Companies, Inc. (WMB) [ST] | $1,001 - $15,000 |
| 2026-02-09 | Purchase | TSM · Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | $100,001 - $250,000 |
| 2026-02-09 | Purchase | BABA · Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST] | $50,001 - $100,000 |
| 2026-02-05 | Sale | DAY · Dayforce, Inc. Common Stock (DAY) [ST] | $50,001 - $100,000 |
| 2026-02-05 | Partial sale | APP · Applovin Corporation - Class A Common Stock (APP) | $1,001 - $15,000 |
| 2026-02-03 | Purchase | FINMF · LEONARDO SPA ORD (FINMF) | $1,001 - $15,000 |
| 2026-02-03 | Purchase | RNMBF · Rheinmetall Ag Ordinary Shares (RNMBF) | $1,001 - $15,000 |
| 2026-02-03 | Purchase | AJINF · Ajinomoto Company, Inc. Ordinary Shares (AJINF) [ST] | $1,001 - $15,000 |
| 2026-02-03 | Purchase | BABAF · ALIBABA GROUP HOLDING LTD (BABAF) [ST] | $1,001 - $15,000 |
| 2026-02-03 | Purchase | MHVYF · Mitsubishi Heavy Industries Ltd Ordinary Shares (MHVYF) [ST] | $1,001 - $15,000 |
| 2026-02-03 | Purchase | HESAF · Hermes Intl S A Ordinary Shares (HESAF) | $1,001 - $15,000 |
| 2026-02-03 | Purchase | SAN · Banco Santander, S.A. Sponsored ADR (SAN) | $1,001 - $15,000 |
| 2026-02-03 | Purchase | TCTZF · TENCENT HLDIGS LTD (TCTZF) | $1,001 - $15,000 |
| 2026-02-03 | Purchase | XIACF · XIAOMI CORP (XIACF) [ST] | $1,001 - $15,000 |
| 2026-01-30 | Purchase | ANET · Arista Networks, Inc. Common Stock (ANET) | $1,001 - $15,000 |
| 2026-01-30 | Purchase | NET · Cloudflare, Inc. Class A Common Stock (NET) [ST] | $1,001 - $15,000 |
| 2026-01-30 | Purchase | ETN · Eaton Corporation, PLC Ordinary | $1,001 - $15,000 |
| 2026-01-30 | Purchase | COIN · Coinbase Global, Inc. - 3Class A Common Stock (COIN) [ST] | $1,001 - $15,000 |
| 2026-01-30 | Purchase | AMZN · Amazon.com, Inc. - Common Stock (AMZN) [ST] | $1,001 - $15,000 |
| 2026-01-30 | Purchase | BE · Bloom Energy Corporation Class A Common Stock (BE) [ST] | $1,001 - $15,000 |
| 2026-01-30 | Purchase | VRT · Vertiv Holdings, LLC Class A Common Stock (VRT) [ST] | $1,001 - $15,000 |
| 2026-01-30 | Purchase | COST · Costco Wholesale Corporation - Common Stock (COST) [ST] | $1,001 - $15,000 |
| 2026-01-30 | Purchase | TDG · Transdigm Group Incorporated Common Stock (TDG) [ST] | $1,001 - $15,000 |
| 2026-01-30 | Purchase | ASML · ASML Holding N.V. - New York Registry Shares (ASML) | $1,001 - $15,000 |
| 2026-01-30 | Purchase | TSM · Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | $1,001 - $15,000 |
| 2026-01-30 | Purchase | California Community Choice Financing Authority Rev Bonds [GS] | $250,001 - $500,000 |
| 2026-01-30 | Purchase | AZO · AutoZone, Inc. Common Stock (AZO) | $1,001 - $15,000 |
| 2026-01-30 | Sale | San Francisco CA City & County, GO Bonds | $250,001 - $500,000 |
| 2026-01-30 | Purchase | HOOD · Robinhood Markets, Inc. - Class A Common Stock (HOOD) | $1,001 - $15,000 |
| 2026-01-30 | Purchase | HD · Home Depot, Inc. (HD) [ST] | $1,001 - $15,000 |
| 2026-01-30 | Sale | Redlands, CA, Uni. School District GO Bonds | $50,001 - $100,000 |
| 2026-01-30 | Purchase | PWR · Quanta Services, Inc. Common Stock (PWR) | $1,001 - $15,000 |
| 2026-01-30 | Purchase | BSX · Boston Scientific Corporation Common Stock (BSX) [ST] | $1,001 - $15,000 |
| 2026-01-30 | Partial sale | PG · Procter & Gamble Company (PG) [ST] | $1,001 - $15,000 |
| 2026-01-30 | Sale | Perris, CA Union High School District GO Ref. Bonds [GS] | $250,001 - $500,000 |
| 2026-01-30 | Purchase | ISRG · Intuitive Surgical, Inc. - Common Stock (ISRG) [ST] | $1,001 - $15,000 |
| 2026-01-30 | Purchase | ORCL · Oracle Corporation Common Stock (ORCL) [ST] | $1,001 - $15,000 |
| 2026-01-30 | Purchase | NVDA · NVIDIA Corporation - Common Stock (NVDA) [ST] | $1,001 - $15,000 |
| 2026-01-30 | Purchase | BIIB · Biogen Inc. - Common Stock (BIIB) [ST] | $1,001 - $15,000 |
| 2026-01-30 | Partial sale | Milwaukee, Wisconsin GO Promissory Notes Series N2 [GS] | $100,001 - $250,000 |
| 2026-01-30 | Purchase | META · Meta Platforms, Inc. - Class A Common Stock (META) [ST] | $1,001 - $15,000 |
| 2026-01-30 | Purchase | MELI · MercadoLibre, Inc. - Common Stock (MELI) [ST] | $1,001 - $15,000 |
| 2026-01-28 | Purchase | CSGP · CoStar Group, Inc. - Common Stock (CSGP) [ST] | $1,001 - $15,000 |
| 2026-01-28 | Partial sale | VLTO · Veralto Corp Common Stock (VLTO) [ST] | $1,001 - $15,000 |
| 2026-01-28 | Purchase | PTC · PTC Inc. - Common Stock (PTC) | $1,001 - $15,000 |
| 2026-01-28 | Purchase | DASH · DoorDash, Inc. - Common Stock (DASH) [ST] | $1,001 - $15,000 |
| 2026-01-28 | Partial sale | DLTR · Dollar Tree, Inc. - Common Stock (DLTR) [ST] | $1,001 - $15,000 |
| 2026-01-28 | Purchase | WDAY · Workday, Inc. - Class A Common Stock (WDAY) [ST] | $1,001 - $15,000 |
| 2026-01-27 | Sale | PAAS · Pan American Silver Corp. (PAAS) [ST] | $50,001 - $100,000 |
| 2026-01-27 | Purchase | WPM · Wheaton Precious Metals Corp Common Shares (WPM) [ST] | $15,001 - $50,000 |
| 2026-01-27 | Purchase | FNV · Franco-Nevada Corporation (FNV) | $15,001 - $50,000 |
| 2026-01-27 | Purchase | AVAV · AeroVironment, Inc. - Common Stock (AVAV) [ST] | $1,001 - $15,000 |
| 2026-01-27 | Purchase | California Community Choice Financing Authority Rev Bonds [GS] | $250,001 - $500,000 |
| 2026-01-27 | Purchase | EPAC · Enerpac Tool Group Corp. Common Stock (EPAC) [ST] | $1,001 - $15,000 |
| 2026-01-23 | Sale | Southeast Energy Authority Cooperative District, Alabama Bonds | $250,001 - $500,000 |
| 2026-01-20 | Purchase | SMTC · Semtech Corporation - Common Stock (SMTC) | $1,001 - $15,000 |
| 2026-01-20 | Partial sale | WRB · W.R. Berkley Corporation Common Stock (WRB) [ST] | $1,001 - $15,000 |
| 2026-01-20 | Partial sale | MTSI · MACOM Technology Solutions Holdings, Inc. - Common Stock (MTSI) | $1,001 - $15,000 |
| 2026-01-20 | Purchase | CRDO · Credo Technology Group Holding Ltd - Ordinary Shares (CRDO) [ST] | $1,001 - $15,000 |
| 2026-01-20 | Purchase | DASH · DoorDash, Inc. - Common Stock (DASH) [ST] | $1,001 - $15,000 |
| 2026-01-20 | Purchase | AEIS · Advanced Energy Industries, Inc. - Common Stock (AEIS) [ST] | $1,001 - $15,000 |
| 2026-01-20 | Purchase | CP · Canadian Pacific Kansas City Limited Common Shares (CP) [ST] | $1,001 - $15,000 |
| 2026-01-15 | Sale | SNDR · Schneider National, Inc. Common Stock (SNDR) | $1,001 - $15,000 |
| 2026-01-15 | Sale | SLGN · Silgan Holdings Inc. (SLGN) | $1,001 - $15,000 |
| 2026-01-15 | Purchase | FBK · FB Financial Corporation Common Stock (FBK) [ST] | $1,001 - $15,000 |
| 2026-01-15 | Purchase | RHP · Ryman Hospitality Properties, Inc. | $1,001 - $15,000 |
| 2026-01-15 | Purchase | AZTA · Azenta, Inc. - Common Stock (AZTA) | $1,001 - $15,000 |
| 2026-01-15 | Sale | ADC · Agree Realty Corporation Common Stock (ADC) [ST] | $15,001 - $50,000 |
| 2026-01-15 | Purchase | LGND · Ligand Pharmaceuticals Incorporated - Common Stock (LGND) | $1,001 - $15,000 |
| 2026-01-15 | Purchase | NHI · National Health Investors, Inc. Common Stock (NHI) [ST] | $1,001 - $15,000 |
| 2026-01-15 | Purchase | CATY · Cathay General Bancorp - Common Stock (CATY) [ST] | $1,001 - $15,000 |
| 2026-01-15 | Purchase | PWP · Perella Weinberg Partners - Class A Common Stock (PWP) [ST] | $1,001 - $15,000 |
| 2026-01-15 | Purchase | GBCI · Glacier Bancorp, Inc. (GBCI) | $1,001 - $15,000 |
| 2026-01-15 | Purchase | CSW · CSW Industrials, Inc. Common Stock (CSW) [ST] | $1,001 - $15,000 |
| 2026-01-15 | Purchase | IRT · Independence Realty Trust, Inc. Common Stock (IRT) [ST] | $1,001 - $15,000 |
| 2026-01-15 | Purchase | LGN · Legence Corp. - Class A Common stock (LGN) | $1,001 - $15,000 |
| 2026-01-15 | Sale | COLB · Columbia Banking System, Inc. - Common Stock (COLB) [ST] | $15,001 - $50,000 |
| 2026-01-15 | Sale | MEDP · Medpace Holdings, Inc. - Common Stock (MEDP) [ST] | $15,001 - $50,000 |
| 2026-01-12 | Sale | SBGSF · Schneider Electric Sa Ordinary Shares (SBGSF) | $1,001 - $15,000 |
| 2026-01-09 | Purchase | LYB · LyondellBasell Industries NV Ordinary Shares Class A (LYB) | $1,001 - $15,000 |
| 2026-01-09 | Sale | MGY · Magnolia Oil & Gas Corporation Class | $15,001 - $50,000 |
| 2026-01-09 | Sale | WMB · Williams Companies, Inc. (WMB) [ST] | $1,001 - $15,000 |
| 2026-01-09 | Purchase | WBD · Warner Bros. Discovery, Inc. - Series A Common Stock (WBD) [ST] | $1,001 - $15,000 |
| 2026-01-09 | Purchase | DIS · Walt Disney Company (DIS) [ST] | $1,001 - $15,000 |
| 2026-01-09 | Purchase | VICI · VICI Properties Inc. Common Stock (VICI) [ST] | $1,001 - $15,000 |
| 2026-01-09 | Sale | VRSK · Verisk Analytics, Inc. - Common Stock (VRSK) [ST] | $1,001 - $15,000 |
| 2026-01-09 | Partial sale | VTR · Ventas, Inc. Common Stock (VTR) [ST] | $1,001 - $15,000 |
| 2026-01-09 | Sale | VLO · Valero Energy Corporation Common Stock (VLO) [ST] | $1,001 - $15,000 |
| 2026-01-09 | Purchase | UPS · United Parcel Service, Inc. Common Stock (UPS) [ST] | $1,001 - $15,000 |
| 2026-01-09 | Purchase | TTD · The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] | $1,001 - $15,000 |
| 2026-01-09 | Partial sale | KHC · The Kraft Heinz Company - Common Stock (KHC) [ST] | $1,001 - $15,000 |
| 2026-01-09 | Purchase | TSLA · Tesla, Inc. - Common Stock (TSLA) [ST] | $1,001 - $15,000 |
| 2026-01-09 | Sale | TRGP · Targa Resources, Inc. Common Stock (TRGP) | $1,001 - $15,000 |
| 2026-01-09 | Purchase | STLD · Steel Dynamics, Inc. - Common Stock (STLD) | $1,001 - $15,000 |
| 2026-01-09 | Sale | SEI · Solaris Energy Infrastructure, Inc. Class A Common Stock (SEI) | $15,001 - $50,000 |
| 2026-01-09 | Purchase | SWKS · Skyworks Solutions, Inc. - Common Stock (SWKS) | $1,001 - $15,000 |
| 2026-01-09 | Partial sale | SBAC · SBA Communications Corporation - Class A Common Stock (SBAC) | $1,001 - $15,000 |
| 2026-01-09 | Purchase | SNDK · Sandisk Corporation - Common Stock (SNDK) | $1,001 - $15,000 |
| 2026-01-09 | Purchase | RTX · RTX Corporation Common Stock (RTX) | $1,001 - $15,000 |
| 2026-01-09 | Purchase | REG · Regency Centers Corporation (REG) | $1,001 - $15,000 |
| 2026-01-09 | Purchase | PRU · Prudential Financial, Inc. Common Stock (PRU) | $1,001 - $15,000 |
| 2026-01-09 | Purchase | PGR · Progressive Corporation (PGR) [ST] | $1,001 - $15,000 |
| 2026-01-09 | Purchase | PLTR · Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST] | $1,001 - $15,000 |
| 2026-01-09 | Sale | OKE · ONEOK, Inc. Common Stock (OKE) [ST] | $1,001 - $15,000 |
| 2026-01-09 | Purchase | MOS · Mosaic Company (MOS) [ST] | $1,001 - $15,000 |
| 2026-01-09 | Sale | MTDR · Matador Resources Company Common Stock (MTDR) [ST] | $15,001 - $50,000 |
| 2026-01-09 | Purchase | LIN · Linde plc - Ordinary Shares (LIN) | $1,001 - $15,000 |
| 2026-01-09 | Sale | LEN · Lennar Corporation Class A Common Stock (LEN) | $1,001 - $15,000 |
| 2026-01-09 | Sale | KMI · Kinder Morgan, Inc. Common Stock (KMI) [ST] | $1,001 - $15,000 |
| 2026-01-09 | Purchase | KEY · KeyCorp Common Stock (KEY) [ST] | $1,001 - $15,000 |
| 2026-01-09 | Sale | KVUE · Kenvue Inc. Common Stock (KVUE) [ST] | $1,001 - $15,000 |
| 2026-01-09 | Purchase | IVZ · Invesco Ltd Common Stock (IVZ) [ST] | $1,001 - $15,000 |
| 2026-01-09 | Purchase | INTC · Intel Corporation - Common Stock (INTC) [ST] | $1,001 - $15,000 |
| 2026-01-09 | Purchase | HST · Host Hotels & Resorts, Inc. - Common Stock (HST) [ST] | $1,001 - $15,000 |
| 2026-01-09 | Purchase | DOC · Healthpeak Properties, Inc. Common Stock (DOC) | $1,001 - $15,000 |
| 2026-01-09 | Sale | HAL · Halliburton Company Common Stock (HAL) | $1,001 - $15,000 |
| 2026-01-09 | Sale | GPOR · Gulfport Energy Corporation Common Shares (GPOR) | $1,001 - $15,000 |
| 2026-01-09 | Purchase | GD · General Dynamics Corporation Common Stock (GD) | $1,001 - $15,000 |
| 2026-01-09 | Purchase | GEV · GE Vernova Inc. Common Stock (GEV) | $1,001 - $15,000 |
| 2026-01-09 | Purchase | GE · GE Aerospace Common Stock (GE) | $15,001 - $50,000 |
| 2026-01-09 | Purchase | FSLR · First Solar, Inc. - Common Stock (FSLR) [ST] | $1,001 - $15,000 |
| 2026-01-09 | Purchase | FDX · FedEx Corporation Common Stock (FDX) [ST] | $1,001 - $15,000 |
| 2026-01-09 | Sale | XOM · Exxon Mobil Corporation Common Stock (XOM) [ST] | $50,001 - $100,000 |
| 2026-01-09 | Purchase | EG · Everest Group, Ltd. Common Stock (EG) [ST] | $1,001 - $15,000 |
| 2026-01-09 | Sale | EOG · EOG Resources, Inc. Common Stock (EOG) [ST] | $1,001 - $15,000 |
| 2026-01-09 | Purchase | DD · DuPont de Nemours, Inc. Common Stock (DD) [ST] | $1,001 - $15,000 |
| 2026-01-09 | Partial sale | DHI · D.R. Horton, Inc. Common Stock (DHI) [ST] | $1,001 - $15,000 |
| 2026-01-09 | Sale | COP · ConocoPhillips Common Stock (COP) [ST] | $1,001 - $15,000 |
| 2026-01-09 | Sale | CAG · ConAgra Brands, Inc. Common Stock (CAG) [ST] | $1,001 - $15,000 |
| 2026-01-09 | Purchase | CMCSA · Comcast Corporation - Class A Common Stock (CMCSA) [ST] | $1,001 - $15,000 |
| 2026-01-09 | Purchase | CME · CME Group Inc. - Class A Common Stock (CME) [ST] | $1,001 - $15,000 |
| 2026-01-09 | Purchase | CSCO · Cisco Systems, Inc. - Common Stock (CSCO) [ST] | $1,001 - $15,000 |
| 2026-01-09 | Purchase | CB · Chubb Limited Common Stock (CB) [ST] | $1,001 - $15,000 |
| 2026-01-09 | Sale | CHRD · Chord Energy Corporation - Common Stock (CHRD) [ST] | $1,001 - $15,000 |
| 2026-01-09 | Sale | CVX · Chevron Corporation Common Stock (CVX) [ST] | $15,001 - $50,000 |
| 2026-01-09 | Partial sale | CVX · Chevron Corporation Common Stock (CVX) [ST] | $1,001 - $15,000 |
| 2026-01-09 | Purchase | SCHW · Charles Schwab Corporation (SCHW) [ST] | $1,001 - $15,000 |
| 2026-01-09 | Purchase | CF · CF Industries Holdings, Inc. Common Stock (CF) [ST] | $1,001 - $15,000 |
| 2026-01-09 | Purchase | COF · Capital One Financial Corporation Common Stock (COF) [ST] | $1,001 - $15,000 |
| 2026-01-09 | Sale | CCJ · Cameco Corporation Common Stock (CCJ) [ST] | $1,001 - $15,000 |
| 2026-01-09 | Partial sale | BRO · Brown & Brown, Inc. Common Stock (BRO) [ST] | $1,001 - $15,000 |
| 2026-01-09 | Partial sale | BKR · Baker Hughes Company - Common Stock (BKR) | $1,001 - $15,000 |
| 2026-01-09 | Sale | APA · APA Corporation - Common Stock (APA) | $1,001 - $15,000 |
| 2026-01-09 | Purchase | AME · AMETEK, Inc. (AME) | $1,001 - $15,000 |
| 2026-01-07 | Sale | COP · ConocoPhillips Common Stock (COP) [ST] | $15,001 - $50,000 |
| 2026-01-06 | Partial sale | WRB · W.R. Berkley Corporation Common Stock (WRB) [ST] | $1,001 - $15,000 |
| 2026-01-06 | Purchase | DASH · DoorDash, Inc. - Common Stock (DASH) [ST] | $1,001 - $15,000 |
| 2026-01-05 | Purchase | FBK · FB Financial Corporation Common Stock (FBK) [ST] | $1,001 - $15,000 |
| 2026-01-05 | Partial sale | TXRH · Texas Roadhouse, Inc. - Common Stock (TXRH) [ST] | $1,001 - $15,000 |
| 2026-01-05 | Purchase | SKWD · Skyward Specialty Insurance Group, Inc. - Common Stock (SKWD) | $1,001 - $15,000 |
| 2026-01-05 | Partial sale | ABCB · Ameris Bancorp - Common Stock (ABCB) | $1,001 - $15,000 |
| 2026-01-05 | Purchase | SHAK · Shake Shack, Inc. Class A Common Stock (SHAK) | $1,001 - $15,000 |
| 2026-01-05 | Partial sale | SLGN · Silgan Holdings Inc. (SLGN) | $1,001 - $15,000 |
| 2026-01-05 | Partial sale | HMN · Horace Mann Educators Corporation Common Stock (HMN) [ST] | $1,001 - $15,000 |
| 2026-01-05 | Purchase | LGND · Ligand Pharmaceuticals Incorporated - Common Stock (LGND) | $1,001 - $15,000 |
| 2026-01-05 | Partial sale | MTX · Minerals Technologies Inc. Common Stock (MTX) [ST] | $1,001 - $15,000 |
| 2025-12-31 | Partial sale | RNMBF · Rheinmetall Ag Ordinary Shares (RNMBF) [ST] | $1,001 - $15,000 |
| 2025-12-30 | Partial sale | HESAF · Hermes Intl S A Ordinary Shares (HESAF) [ST] | $1,001 - $15,000 |
| 2025-12-30 | Partial sale | TCTZF · TENCENT HLDIGS LTD (TCTZF) | $1,001 - $15,000 |
| 2025-12-30 | Sale | XIACF · XIAOMI CORP (XIACF) [ST] | $1,001 - $15,000 |
| 2025-12-30 | Partial sale | BABAF · ALIBABA GROUP HOLDING LTD (BABAF) [ST] | $1,001 - $15,000 |
| 2025-12-30 | Partial sale | SBGSF · SCHNEIDER ELECTRIC SA (SBGSF) | $1,001 - $15,000 |
| 2025-12-30 | Purchase | Wisconsin State Health & Educational Facilities Authority Rev. Bonds [GS] | $250,001 - $500,000 |
| 2025-12-30 | Purchase | CPB · The Campbell's Company - Common Stock (CPB) [ST] | $50,001 - $100,000 |
| 2025-12-26 | Sale | AJINF · AJINOMOTO CO INC (AJINF) [ST] | $1,001 - $15,000 |
| 2025-12-26 | Sale | MHVYF · Mitsubishi Heavy Industries Ltd Ordinary Shares (MHVYF) | $1,001 - $15,000 |
| 2025-12-26 | Sale | NTDOF · NINTENDO CO LTD ORD (NTDOF) | $1,001 - $15,000 |
| 2025-12-24 | Partial sale | PG · Procter & Gamble Company (PG) | $1,001 - $15,000 |
| 2025-12-24 | Partial sale | VRT · Vertiv Holdings, LLC Class A Common Stock (VRT) [ST] | $1,001 - $15,000 |
| 2025-12-24 | Partial sale | AZO · AutoZone, Inc. Common Stock (AZO) [ST] | $1,001 - $15,000 |
| 2025-12-24 | Partial sale | ORCL · Oracle Corporation Common Stock (ORCL) | $1,001 - $15,000 |
| 2025-12-24 | Partial sale | NVDA · NVIDIA Corporation - Common Stock (NVDA) | $1,001 - $15,000 |
| 2025-12-24 | Partial sale | BRK.B · Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | $1,001 - $15,000 |
| 2025-12-24 | Partial sale | META · Meta Platforms, Inc. - Class A Common Stock (META) | $1,001 - $15,000 |
| 2025-12-24 | Partial sale | MELI · MercadoLibre, Inc. - Common Stock (MELI) | $1,001 - $15,000 |
| 2025-12-24 | Partial sale | BE · Bloom Energy Corporation Class A Common Stock (BE) [ST] | $1,001 - $15,000 |
| 2025-12-24 | Partial sale | BSX · Boston Scientific Corporation Common Stock (BSX) [ST] | $1,001 - $15,000 |
| 2025-12-24 | Partial sale | TDG · Transdigm Group Incorporated Common Stock (TDG) [ST] | $1,001 - $15,000 |
| 2025-12-24 | Partial sale | CCJ · Cameco Corporation Common Stock (CCJ) [ST] | $1,001 - $15,000 |
| 2025-12-24 | Partial sale | CVX · Chevron Corporation Common Stock (CVX) [ST] | $1,001 - $15,000 |
| 2025-12-24 | Sale | NET · Cloudflare, Inc. Class A Common Stock (NET) [ST] | $1,001 - $15,000 |
| 2025-12-24 | Partial sale | HD · Home Depot, Inc. (HD) [ST] | $1,001 - $15,000 |
| 2025-12-24 | Sale | COIN · Coinbase Global, Inc. - Class A Common Stock (COIN) [ST] | $1,001 - $15,000 |
| 2025-12-24 | Partial sale | TSM · Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | $1,001 - $15,000 |
| 2025-12-24 | Partial sale | COST · Costco Wholesale Corporation - Common Stock (COST) [ST] | $1,001 - $15,000 |
| 2025-12-24 | Partial sale | ETN · Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | $1,001 - $15,000 |
| 2025-12-24 | Partial sale | AMZN · Amazon.com, Inc. - Common Stock (AMZN) [ST] | $1,001 - $15,000 |
| 2025-12-24 | Partial sale | SPOT · Spotify Technology S.A. Ordinary Shares (SPOT) | $1,001 - $15,000 |
| 2025-12-24 | Partial sale | ANET · Arista Networks, Inc. Common Stock (ANET) [ST] | $1,001 - $15,000 |
| 2025-12-24 | Sale | RBLX · Roblox Corporation Class A Common Stock (RBLX) [ST] | $1,001 - $15,000 |
| 2025-12-24 | Partial sale | HOOD · Robinhood Markets, Inc. - Class A Common Stock (HOOD) [ST] | $1,001 - $15,000 |
| 2025-12-24 | Partial sale | PWR · Quanta Services, Inc. Common Stock (PWR) [ST] | $1,001 - $15,000 |
| 2025-12-19 | Partial sale | ORCL · Oracle Corporation Common Stock (ORCL) | $1,001 - $15,000 |
| 2025-12-19 | Partial sale | AMD · Advanced Micro Devices, Inc. (AMD) [ST] | $15,001 - $50,000 |
| 2025-12-19 | Purchase | ACN · Accenture plc Class A Ordinary Shares (ACN) [ST] | $1,001 - $15,000 |
| 2025-12-19 | Partial sale | ABT · Abbott Laboratories Common Stock (ABT) [ST] | $1,001 - $15,000 |
| 2025-12-19 | Partial sale | SBAC · SBA Communications Corporation [ST] | $1,001 - $15,000 |
| 2025-12-19 | Purchase | ZTS · Zoetis Inc. Class A Common Stock (ZTS) [ST] | $1,001 - $15,000 |
| 2025-12-19 | Purchase | VICI · VICI Properties Inc. Common Stock (VICI) [ST] | $1,001 - $15,000 |
| 2025-12-19 | Partial sale | VRSK · Verisk Analytics, Inc. - Common Stock (VRSK) [ST] | $1,001 - $15,000 |
| 2025-12-19 | Purchase | VRSN · VeriSign, Inc. - Common Stock (VRSN) [ST] | $1,001 - $15,000 |
| 2025-12-19 | Purchase | UNH · UnitedHealth Group Incorporated Common Stock (UNH) [ST] | $15,001 - $50,000 |
| 2025-12-19 | Purchase | UAL · United Airlines Holdings, Inc. - Common Stock (UAL) [ST] | $1,001 - $15,000 |
| 2025-12-19 | Purchase | UBER · Uber Technologies, Inc. Common Stock (UBER) [ST] | $1,001 - $15,000 |
| 2025-12-19 | Purchase | CI · The Cigna Group Common Stock (CI) [ST] | $1,001 - $15,000 |
| 2025-12-19 | Sale | CPB · The Campbell's Company - Common Stock (CPB) [ST] | $1,001 - $15,000 |
| 2025-12-19 | Purchase | TRGP · Targa Resources, Inc. Common Stock (TRGP) | $1,001 - $15,000 |
| 2025-12-19 | Purchase | O · Realty Income Corporation Common Stock (O) [ST] | $1,001 - $15,000 |
| 2025-12-19 | Partial sale | PWR · Quanta Services, Inc. Common Stock (PWR) [ST] | $1,001 - $15,000 |
| 2025-12-19 | Partial sale | PSA · Public Storage Common Stock (PSA) [ST] | $1,001 - $15,000 |
| 2025-12-19 | Partial sale | PFE · Pfizer, Inc. Common Stock (PFE) | $1,001 - $15,000 |
| 2025-12-19 | Partial sale | NVDA · NVIDIA Corporation - Common Stock (NVDA) | $15,001 - $50,000 |
| 2025-12-19 | Purchase | MBFJF · Mitsubishi UFJ Financial Group Inc Ordinary Shares (MBFJF) | $1,001 - $15,000 |
| 2025-12-19 | Partial sale | MSFT · Microsoft Corporation - Common Stock (MSFT) | $15,001 - $50,000 |
| 2025-12-19 | Purchase | MRK · Merck & Company, Inc. Common Stock (MRK) | $1,001 - $15,000 |
| 2025-12-19 | Sale | MCK · McKesson Corporation Common Stock (MCK) | $1,001 - $15,000 |
| 2025-12-19 | Partial sale | LMT · Lockheed Martin Corporation Common Stock (LMT) [ST] | $1,001 - $15,000 |
| 2025-12-19 | Purchase | LIN · Linde plc - Ordinary Shares (LIN) [ST] | $1,001 - $15,000 |
| 2025-12-19 | Partial sale | LEN · Lennar Corporation Class A Common Stock (LEN) [ST] | $1,001 - $15,000 |
| 2025-12-19 | Purchase | INVH · Invitation Homes Inc. Common Stock (INVH) [ST] | $1,001 - $15,000 |
| 2025-12-19 | Purchase | IBM · International Business Machines Corporation Common Stock (IBM) [ST] | $1,001 - $15,000 |
| 2025-12-19 | Partial sale | HAL · Halliburton Company Common Stock (HAL) [ST] | $1,001 - $15,000 |
| 2025-12-19 | Sale | GPN · Global Payments Inc. Common Stock (GPN) [ST] | $1,001 - $15,000 |
| 2025-12-19 | Purchase | GIS · General Mills, Inc. Common Stock (GIS) [ST] | $1,001 - $15,000 |
| 2025-12-19 | Purchase | GEV · GE Vernova Inc. Common Stock (GEV) [ST] | $1,001 - $15,000 |
| 2025-12-19 | Purchase | FISV · Fiserv, Inc. - Common Stock (FISV) [ST] | $1,001 - $15,000 |
| 2025-12-19 | Purchase | FIS · Fidelity National Information Services, Inc. Common Stock (FIS) [ST] | $1,001 - $15,000 |
| 2025-12-19 | Purchase | FICO · Fair Isaac Corporation Common Stock (FICO) [ST] | $1,001 - $15,000 |
| 2025-12-19 | Sale | EXE · Expand Energy Corporation - Common Stock (EXE) [ST] | $1,001 - $15,000 |
| 2025-12-19 | Purchase | ERIE · Erie Indemnity Company - Class A Common Stock (ERIE) [ST] | $1,001 - $15,000 |
| 2025-12-19 | Purchase | DASH · DoorDash, Inc. - Common Stock (DASH) [ST] | $1,001 - $15,000 |
| 2025-12-19 | Partial sale | CCI · Crown Castle Inc. Common Stock (CCI) [ST] | $1,001 - $15,000 |
| 2025-12-19 | Partial sale | CTRA · Coterra Energy Inc. Common Stock (CTRA) [ST] | $1,001 - $15,000 |
| 2025-12-19 | Purchase | STZ · Constellation Brands, Inc. Common Stock (STZ) [ST] | $1,001 - $15,000 |
| 2025-12-19 | Partial sale | CAG · ConAgra Brands, Inc. Common Stock (CAG) [ST] | $1,001 - $15,000 |
| 2025-12-19 | Partial sale | COIN · Coinbase Global, Inc. - Class A Common Stock (COIN) [ST] | $1,001 - $15,000 |
| 2025-12-19 | Purchase | CLX · Clorox Company (CLX) [ST] | $1,001 - $15,000 |
| 2025-12-19 | Partial sale | CBOE · Cboe Global Markets, Inc. (CBOE) [ST] | $1,001 - $15,000 |
| 2025-12-19 | Sale | BXP · BXP, Inc. Common Stock (BXP) [ST] | $1,001 - $15,000 |
| 2025-12-19 | Purchase | BMY · Bristol-Myers Squibb Company Common Stock (BMY) [ST] | $1,001 - $15,000 |
| 2025-12-19 | Purchase | BKNG · Booking Holdings Inc. - Common Stock (BKNG) [ST] | $1,001 - $15,000 |
| 2025-12-19 | Purchase | BA · Boeing Company (BA) [ST] | $1,001 - $15,000 |
| 2025-12-19 | Purchase | SQ · Block, Inc. Class A Common Stock, (SQ) [ST] | $1,001 - $15,000 |
| 2025-12-19 | Purchase | BKR · Baker Hughes Company - Common Stock (BKR) [ST] | $1,001 - $15,000 |
| 2025-12-19 | Purchase | AJG · Arthur J. Gallagher & Co. Common Stock (AJG) [ST] | $1,001 - $15,000 |
| 2025-12-19 | Purchase | APP · Applovin Corporation - Class A Common Stock (APP) [ST] | $1,001 - $15,000 |
| 2025-12-19 | Partial sale | AMCR · Amcor plc Ordinary Shares (AMCR) [ST] | $1,001 - $15,000 |
| 2025-12-19 | Partial sale | AMZN · Amazon.com, Inc. - Common Stock (AMZN) [ST] | $1,001 - $15,000 |
| 2025-12-19 | Sale | ARE · Alexandria Real Estate Equities, Inc. Common Stock (ARE) [ST] | $1,001 - $15,000 |
| 2025-12-18 | Sale | RACE · Ferrari N.V. Common Shares (RACE) [ST] | $1,001 - $15,000 |
| 2025-12-18 | Purchase | AZN · AstraZeneca PLC - American Depositary Shares (AZN) [ST] | $1,001 - $15,000 |
| 2025-12-17 | Purchase | AVGO · Broadcom Inc. - Common Stock (AVGO) [ST] | $1,001 - $15,000 |
| 2025-12-17 | Purchase | San Rafael, CA Elementary School District GO Bonds [GS] | $100,001 - $250,000 |
| 2025-12-15 | Purchase | AVAV · AeroVironment, Inc. - Common Stock (AVAV) [ST] | $1,001 - $15,000 |
| 2025-12-11 | Sale | K · Kellanova Common Stock (K) [ST] | $1,001 - $15,000 |
| 2025-12-11 | Purchase | SUPN · Supernus Pharmaceuticals, Inc. - Common Stock (SUPN) | $1,001 - $15,000 |
| 2025-12-11 | Partial sale | COCO · The Vita Coco Company, Inc. - Common Stock (COCO) [ST] | $1,001 - $15,000 |
| 2025-12-11 | Partial sale | ARQT · Arcutis Biotherapeutics, Inc. - Common stock (ARQT) [ST] | $1,001 - $15,000 |
| 2025-12-11 | Partial sale | PRIM · Primoris Services Corporation (PRIM) | $1,001 - $15,000 |
| 2025-12-11 | Purchase | ITT · ITT Inc. Common Stock (ITT) [ST] | $1,001 - $15,000 |
| 2025-12-11 | Purchase | AGIO · Agios Pharmaceuticals, Inc. - Common Stock (AGIO) [ST] | $1,001 - $15,000 |
| 2025-12-10 | Purchase | ISRG · Intuitive Surgical, Inc. - Common Stock (ISRG) [ST] | $1,001 - $15,000 |
| 2025-12-10 | Purchase | ARMK · Aramark Common Stock (ARMK) [ST] | $1,001 - $15,000 |
| 2025-12-10 | Partial sale | SCHW · Charles Schwab Corporation (SCHW) [ST] | $1,001 - $15,000 |
| 2025-12-10 | Purchase | CP · Canadian Pacific Kansas City Limited Common Shares (CP) [ST] | $1,001 - $15,000 |
| 2025-12-10 | Purchase | California State Dept. of Water Resources CVP Revenue Bonds [GS] | $100,001 - $250,000 |
| 2025-12-10 | Purchase | SARO · StandardAero, Inc. Common Stock (SARO) | $1,001 - $15,000 |
| 2025-12-10 | Sale | Los Angeles, CA, Dept. Wtr. & Pwr. Wtrwks. Rev. Bonds | $250,001 - $500,000 |
| 2025-12-10 | Purchase | WDAY · Workday, Inc. - Class A Common Stock (WDAY) [ST] | $1,001 - $15,000 |
| 2025-12-10 | Purchase | SYK · Stryker Corporation Common Stock (SYK) | $1,001 - $15,000 |
| 2025-12-10 | Purchase | LPLA · LPL Financial Holdings Inc. - Common Stock (LPLA) | $1,001 - $15,000 |
| 2025-12-10 | Partial sale | NFLX · Netflix, Inc. - Common Stock (NFLX) | $1,001 - $15,000 |
| 2025-12-10 | Purchase | DASH · DoorDash, Inc. - Common Stock (DASH) [ST] | $1,001 - $15,000 |
| 2025-12-10 | Partial sale | FLEX · Flex Ltd. - Ordinary Shares (FLEX) [ST] | $15,001 - $50,000 |
| 2025-12-10 | Purchase | CSGP · CoStar Group, Inc. - Common Stock (CSGP) [ST] | $1,001 - $15,000 |
| 2025-12-10 | Purchase | COO · The Cooper Companies, Inc. (COO) [ST] | $1,001 - $15,000 |
| 2025-12-10 | Partial sale | GPN · Global Payments Inc. Common Stock (GPN) [ST] | $15,001 - $50,000 |