| Organization | Role | Period |
|---|---|---|
| United States representative | position | 2025-01-03–now |
| Under Secretary of Defense for Personnel and Readiness | position | 2021-08-24–2023-09-08 |
| George Washington University | education | 1994-00-00 |
| Regis University | education | 2002-00-00 |
| Brown University | education | 2015-00-00 |
| Congressional Progressive Caucus | membership | 2021-01-03 |
| House Committee on Armed Services | Member | now |
| House Committee on Small Business | Member | now |
| House Committee on Small Business — Contracting and Infrastructure | Ranking Member | now |
| House Committee on Small Business — Oversight, Investigations, and Regulations | Member | now |
| House Committee on Armed Services — Intelligence and Special Operations | Member | now |
| House Committee on Armed Services — Military Personnel | Member | now |
$DASH (18)$FSV (11)$LPLA (10)$WRB (10)$AMZN (9)$BSX (8)$CAG (7)$APP (7)$PLTR (7)$COIN (6)
| Date | Ticker | Asset | Type | Amount | |
|---|---|---|---|---|---|
| 2026-06-30 | Argan, Inc. Common Stock (AGX) [self] | BUY | $15,001 - $50,000 | PTR | |
| 2026-06-30 | $BOOT | Boot Barn Holdings, Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-06-30 | $BRCM | Broadcom Corporation - Class A [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-06-30 | $CDRE | Cadre Holdings, Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-06-30 | $CBZ | CBIZ, Inc. Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-06-30 | $CECO | CECO Environmental Corp. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-06-30 | $CRDO | Credo Technology Group Holding Ltd - Ordinary Shares [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-06-30 | $CYTK | Cytokinetics, Incorporated - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-06-30 | $HQY | HealthEquity, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-06-30 | $MCHP | Microchip Technology Incorporated - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-06-30 | $RBC | RBC Bearings Incorporated Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-06-30 | $SMTC | Semtech Corporation - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-06-30 | SOFTBANK GROUP CORP (SFTBF) [self] | SELL | $1,001 - $15,000 | PTR | |
| 2026-06-30 | Sterling Infrastructure, Inc. [self] | SELL | $1,001 - $15,000 | PTR | |
| 2026-06-30 | $TCBI | Texas Capital Bancshares, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-06-30 | $TXRH | Texas Roadhouse, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-06-30 | $DSGX | The Descartes Systems Group Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-06-24 | Los Angeles, CA Tax & Revenue [self] | BUY | $100,001 - $250,000 | PTR | |
| 2026-06-24 | Veralto Corp Common Stock (VLTO) [self] | BUY | $1,001 - $15,000 | PTR | |
| 2026-06-18 | $SPCX | Space Exploration Technologies Corp. - Class A Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-06-18 | $SPOT | Spotify Technology S.A. Ordinary Shares [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-06-16 | $ABT | Abbott Laboratories Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-06-16 | $ACN | Accenture plc Class A Ordinary Shares [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-06-16 | $ADP | Automatic Data Processing, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-06-16 | Broadridge Financial Solutions, Inc. [self] | BUY | $1,001 - $15,000 | PTR | |
| 2026-06-16 | $CME | CME Group Inc. - Class A Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-06-16 | $COIN | Coinbase Global, Inc. - Class A Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-06-16 | $CMCSA | Comcast Corporation - Class A Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-06-16 | $CAG | ConAgra Brands, Inc. Common Stock [self] | SELL | $15,001 - $50,000 | PTR |
| 2026-06-16 | $EA | Electronic Arts Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-06-16 | $FIS | Fidelity National Information Services, Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-06-16 | $FOX | Fox Corporation - Class B Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-06-16 | $GIS | General Mills, Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-06-16 | $GDDY | GoDaddy Inc. Class A Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-06-16 | International Business Machines [self] | BUY | $15,001 - $200 | PTR | |
| 2026-06-16 | $JKHY | Jack Henry & Associates, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-06-16 | Kenvue Inc. Common Stock (KVUE) [self] | BUY | $1,001 - $15,000 | PTR | |
| 2026-06-16 | $MSFT | Microsoft Corporation - Common Stock [self] | SELL | $15,001 - $50,000 | PTR |
| 2026-06-16 | $PGR | Progressive Corporation [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-06-16 | $STRL | Sterling Infrastructure, Inc. - Common Stock [self] | SELL | $15,001 - $50,000 | PTR |
| 2026-06-16 | $TTD | The Trade Desk, Inc. - Class A Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-06-16 | $VRSK | Verisk Analytics, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-06-16 | $ZTS | Zoetis Inc. Class A Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-06-11 | $FSV | FirstService Corporation - Common Shares [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-06-11 | $LPLA | LPL Financial Holdings Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-06-10 | $LLY | Eli Lilly and Company Common Stock [self] | BUY | $50,001 - $100,000 | PTR |
| 2026-06-10 | $MELI | MercadoLibre, Inc. - Common Stock [self] | BUY | $15,001 - $50,000 | PTR |
| 2026-06-10 | $MTN | Vail Resorts, Inc. Common Stock [self] | BUY | $15,001 - $50,000 | PTR |
| 2026-06-09 | $AJINF | Ajinomoto Company, Inc. Ordinary Shares [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-06-09 | $SAN | Banco Santander, S.A. Sponsored ADR [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-06-09 | $BNPQF | BNP Paribas Ordinary Shares [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-06-09 | Tokyo Electron Ltd Ordinary Shares [self] | BUY | $1,001 - $15,000 | PTR | |
| 2026-06-05 | Advanced Micro Devices, Inc. (AMD) [self] | BUY | $1,001 - $15,000 | PTR | |
| 2026-06-05 | Apple Inc. - Common Stock (AAPL) [self] | BUY | $1,001 - $15,000 | PTR | |
| 2026-06-05 | Biogen Inc. - Common Stock (BIIB) [self] | BUY | $1,001 - $15,000 | PTR | |
| 2026-06-05 | $BSX | Boston Scientific Corporation Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-06-05 | $BSX | Boston Scientific Corporation Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-06-05 | $LPLA | LPL Financial Holdings Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-06-05 | $MA | Mastercard Incorporated Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-06-05 | $MU | Micron Technology, Inc. - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-06-05 | $MSTR | Strategy Inc - Class A Common Stock [self] | BUY | $15,001 - $50,000 | PTR |
| 2026-06-05 | $TEL | TE Connectivity plc Ordinary Shares [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-06-05 | The Cooper Companies, Inc. (COO) [self] | BUY | $1,001 - $15,000 | PTR | |
| 2026-06-05 | $WRB | W.R. Berkley Corporation Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-06-05 | $WDAY | Workday, Inc. - Class A Common Stock [self] | SELL | $15,001 - $50,000 | PTR |
| 2026-06-02 | Mount San Jacinto, CA, Cmnty. [self] | SELL | $500,001 - $1,000,000 | PTR | |
| 2026-06-02 | SOFTBANK GROUP CORP (SFTBF) [self] | BUY | $1,001 - $15,000 | PTR | |
| 2026-05-29 | $ARQT | Arcutis Biotherapeutics, Inc. - Common stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-05-29 | AutoZone, Inc. Common Stock (AZO) [self] | SELL | $1,001 - $15,000 | PTR | |
| 2026-05-29 | $BSX | Boston Scientific Corporation Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-05-29 | $CIEN | Ciena Corporation [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-05-29 | $DASH | DoorDash, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-05-29 | FB Financial Corporation Common [self] | BUY | $1,001 - $15,000 | PTR | |
| 2026-05-29 | $HQY | HealthEquity, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-05-29 | $INDB | Independent Bank Corp. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-05-29 | $LGND | Ligand Pharmaceuticals Incorporated - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-05-29 | New York City, NY Transitional [self] | BUY | $250,001 - $500,000 | PTR | |
| 2026-05-29 | $PWP | Perella Weinberg Partners - Class A Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-05-29 | $TEL | TE Connectivity plc Ordinary Shares [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-05-29 | Tesla, Inc. - Common Stock (TSLA) [self] | BUY | $1,001 - $15,000 | PTR | |
| 2026-05-29 | $TCBI | Texas Capital Bancshares, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-05-29 | The Cooper Companies, Inc. (COO) [self] | BUY | $1,001 - $15,000 | PTR | |
| 2026-05-29 | $WRB | W.R. Berkley Corporation Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-05-29 | $WDAY | Workday, Inc. - Class A Common Stock [self] | SELL | $15,001 - $50,000 | PTR |
| 2026-05-22 | $MTSI | MACOM Technology Solutions Holdings, Inc. - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-05-19 | $BSX | Boston Scientific Corporation Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-05-19 | $LPLA | LPL Financial Holdings Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-05-19 | $WRB | W.R. Berkley Corporation Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-05-18 | $CSW | CSW Industrials, Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-05-18 | $DCO | Ducommun Incorporated Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-05-18 | $NOVT | Novanta Inc. - Common Shares [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-05-18 | $RNMBF | Rheinmetall Ag Ordinary Shares [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-05-18 | $STRL | Sterling Infrastructure, Inc. - Common Stock [self] | SELL | $15,001 - $50,000 | PTR |
| 2026-05-18 | $TOELF | TOKYO ELECTRON [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-05-15 | $ABT | Abbott Laboratories Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-05-15 | Adobe Inc. - Common Stock (ADBE) [self] | SELL | $1,001 - $15,000 | PTR | |
| 2026-05-15 | Advanced Micro Devices, Inc. (AMD) [self] | BUY | $1,001 - $15,000 | PTR | |
| 2026-05-15 | $APP | Applovin Corporation - Class A Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-05-15 | $BKNG | Booking Holdings Inc. - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-05-15 | $BR | Broadridge Financial Solutions, Inc. Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-05-15 | $CVNA | Carvana Co. Class A Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-05-15 | Chubb Limited Common Stock (CB) [self] | SELL | $1,001 - $15,000 | PTR | |
| 2026-05-15 | $CLX | Clorox Company [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-05-15 | $CAG | ConAgra Brands, Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-05-15 | $STZ | Constellation Brands, Inc. Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-05-15 | $CRWD | CrowdStrike Holdings, Inc. - Class A Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-05-15 | $DPZ | Domino's Pizza Inc - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-05-15 | $EA | Electronic Arts Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-05-15 | $FDS | FactSet Research Systems Inc. Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-05-15 | $GEHCV | GE HealthCare Technologies Inc. [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-05-15 | Global Payments Inc. Common Stock [self] | SELL | $1,001 - $15,000 | PTR | |
| 2026-05-15 | International Business Machines [self] | SELL | $15,001 - $50,000 | PTR | |
| 2026-05-15 | $MDT | Medtronic plc. Ordinary Shares [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-05-15 | $MU | Micron Technology, Inc. - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-05-15 | $MSFT | Microsoft Corporation - Common Stock [self] | BUY | $50,001 - $100,000 | PTR |
| 2026-05-15 | $PLTR | Palantir Technologies Inc. - Class A Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-05-15 | $PSKY | Paramount Skydance Corporation - Class B Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-05-15 | $PYPL | PayPal Holdings, Inc. - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-05-15 | $REGN | Regeneron Pharmaceuticals, Inc. - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-05-15 | $ROP | Roper Technologies, Inc. [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-05-15 | $CPB | The Campbell's Company - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-05-15 | $TTD | The Trade Desk, Inc. - Class A Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-05-15 | $TPH | Tri Pointe Homes, Inc. Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-05-15 | Trimble Inc. - Common Stock (TRMB) [self] | SELL | $1,001 - $15,000 | PTR | |
| 2026-05-15 | $TYL | Tyler Technologies, Inc. Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-05-15 | $UBER | Uber Technologies, Inc. Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-05-15 | $VRSK | Verisk Analytics, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-05-14 | Advanced Micro Devices, Inc. (AMD) [self] | BUY | $1,001 - $15,000 | PTR | |
| 2026-05-14 | $CIEN | Ciena Corporation [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-05-14 | Flex Ltd. - Ordinary Shares (FLEX) [self] | SELL | $1,001 - $15,000 | PTR | |
| 2026-05-14 | $LPLA | LPL Financial Holdings Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-05-14 | $MELI | MercadoLibre, Inc. - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-05-14 | $MDB | MongoDB, Inc. - Class A Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-05-14 | $WRB | W.R. Berkley Corporation Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-05-13 | $STE | STERIS plc [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-05-13 | Vaxcyte, Inc. - Common Stock (PCVX) [self] | BUY | $1,001 - $15,000 | PTR | |
| 2026-05-13 | $WRB | W.R. Berkley Corporation Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-05-12 | Flex Ltd. - Ordinary Shares (FLEX) [self] | SELL | $1,001 - $15,000 | PTR | |
| 2026-05-12 | $LPLA | LPL Financial Holdings Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-05-12 | $ST | Sensata Technologies Holding plc Ordinary Shares [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-05-12 | Vaxcyte, Inc. - Common Stock (PCVX) [self] | BUY | $1,001 - $15,000 | PTR | |
| 2026-05-12 | $WRB | W.R. Berkley Corporation Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-05-11 | $BNPQF | BNP PARIBAS ORD [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-05-11 | $BSX | Boston Scientific Corporation Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-05-11 | $BBIO | BridgeBio Pharma, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-05-11 | $DASH | DoorDash, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-05-11 | $FSV | FirstService Corporation - Common Shares [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-05-11 | Flex Ltd. - Ordinary Shares (FLEX) [self] | SELL | $50,001 - $100,000 | PTR | |
| 2026-05-11 | $GIL | Gildan Activewear, Inc. Class A Sub. Vot. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-05-11 | $ST | Sensata Technologies Holding plc Ordinary Shares [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-05-11 | $SARO | StandardAero, Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-05-11 | $STE | STERIS plc [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-05-11 | $THLEF | Thales Ordinary Shares [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-05-11 | Veralto Corp Common Stock (VLTO) [self] | BUY | $1,001 - $15,000 | PTR | |
| 2026-05-11 | $W | Wayfair Inc. Class A Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-05-08 | $CTRA | Coterra Energy Inc. Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-05-08 | $PLTR | Palantir Technologies Inc. - Class A Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-05-08 | Primoris Services Corporation (PRIM) [self] | SELL | $1,001 - $15,000 | PTR | |
| 2026-05-07 | $DASH | DoorDash, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-05-07 | $FSV | FirstService Corporation - Common Shares [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-05-07 | Flex Ltd. - Ordinary Shares (FLEX) [self] | SELL | $15,001 - $50,000 | PTR | |
| 2026-05-07 | $LPLA | LPL Financial Holdings Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-05-07 | $ST | Sensata Technologies Holding plc Ordinary Shares [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-05-07 | $WRB | W.R. Berkley Corporation Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-05-07 | $W | Wayfair Inc. Class A Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-05-05 | $GOOGL | Alphabet Inc. - Class A Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-05-04 | $FN | Fabrinet Ordinary Shares [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-05-04 | Revvity, Inc. Common Stock (RVTY) [self] | BUY | $15,001 - $50,000 | PTR | |
| 2026-05-04 | $VIAV | Viavi Solutions Inc. - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-05-01 | $DASH | DoorDash, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-05-01 | $FSV | FirstService Corporation - Common Shares [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-05-01 | Flex Ltd. - Ordinary Shares (FLEX) [self] | SELL | $1,001 - $15,000 | PTR | |
| 2026-05-01 | $LPLA | LPL Financial Holdings Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-05-01 | Revvity, Inc. Common Stock (RVTY) [self] | BUY | $1,001 - $15,000 | PTR | |
| 2026-05-01 | $ST | Sensata Technologies Holding plc Ordinary Shares [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-05-01 | $SSNC | SS&C Technologies Holdings, Inc. - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-05-01 | $STE | STERIS plc [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-05-01 | Veralto Corp Common Stock (VLTO) [self] | BUY | $1,001 - $15,000 | PTR | |
| 2026-05-01 | $W | Wayfair Inc. Class A Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-04-29 | $BBIO | BridgeBio Pharma, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-04-29 | $GIL | Gildan Activewear, Inc. Class A Sub. Vot. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-04-29 | $SSNC | SS&C Technologies Holdings, Inc. - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-04-29 | $STE | STERIS plc [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-04-27 | Flex Ltd. - Ordinary Shares (FLEX) [self] | SELL | $1,001 - $15,000 | PTR | |
| 2026-04-27 | $GIL | Gildan Activewear, Inc. Class A Sub. Vot. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-04-24 | $FSV | FirstService Corporation - Common Shares [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-04-24 | $GIL | Gildan Activewear, Inc. Class A Sub. Vot. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-04-24 | $SNEJF | SONY GROUP CORP [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-04-23 | $HESAF | Hermes Intl S A Ordinary Shares [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-04-22 | $AMZN | Amazon.com, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-04-22 | Flex Ltd. - Ordinary Shares (FLEX) [self] | SELL | $1,001 - $15,000 | PTR | |
| 2026-04-22 | $GIL | Gildan Activewear, Inc. Class A Sub. Vot. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-04-15 | $DASH | DoorDash, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-04-15 | Flex Ltd. - Ordinary Shares (FLEX) [self] | SELL | $1,001 - $15,000 | PTR | |
| 2026-04-14 | $ACN | Accenture plc Class A Ordinary Shares [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-04-14 | Adobe Inc. - Common Stock (ADBE) [self] | BUY | $1,001 - $15,000 | PTR | |
| 2026-04-14 | Advanced Micro Devices, Inc. (AMD) [self] | BUY | $15,001 - $50,000 | PTR | |
| 2026-04-14 | $ARE | Alexandria Real Estate Equities, Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-04-14 | $AMZN | Amazon.com, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-04-14 | $APO | Apollo Global Management, Inc. [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-04-14 | $APP | Applovin Corporation - Class A Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-04-14 | $ADP | Automatic Data Processing, Inc. - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-04-14 | $BKNG | Booking Holdings Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-04-14 | $BR | Broadridge Financial Solutions, Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-04-14 | $CVNA | Carvana Co. Class A Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-04-14 | $CHTR | Charter Communications, Inc. - Class A Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-04-14 | $CTSH | Cognizant Technology Solutions Corporation - Class A Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-04-14 | $COIN | Coinbase Global, Inc. - Class A Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-04-14 | $CMCSA | Comcast Corporation - Class A Common Stock [self] | SELL | $15,001 - $50,000 | PTR |
| 2026-04-14 | $CAG | ConAgra Brands, Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-04-14 | $CSGP | CoStar Group, Inc. - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-04-14 | $CRWD | CrowdStrike Holdings, Inc. - Class A Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-04-14 | $DDOG | Datadog, Inc. - Class A Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-04-14 | $DPZ | Domino's Pizza Inc - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-04-14 | $DASH | DoorDash, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-04-14 | $LLY | Eli Lilly and Company Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-04-14 | $EPAM | EPAM Systems, Inc. Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-04-14 | Equifax, Inc. Common Stock (EFX) [self] | SELL | $1,001 - $15,000 | PTR | |
| 2026-04-14 | $FICO | Fair Isaac Corporation Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-04-14 | $FIS | Fidelity National Information Services, Inc. Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-04-14 | Fiserv, Inc. - Common Stock (FISV) [self] | SELL | $1,001 - $15,000 | PTR | |
| 2026-04-14 | $FTNT | Fortinet, Inc. - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-04-14 | $IT | Gartner, Inc. Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-04-14 | $GEN | Gen Digital Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-04-14 | $GPN | Global Payments Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-04-14 | $GDDY | GoDaddy Inc. Class A Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-04-14 | International Business Machines [self] | BUY | $15,001 - $50,000 | PTR | |
| 2026-04-14 | $IP | International Paper Company Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-04-14 | Intuit Inc. - Common Stock (INTU) [self] | SELL | $1,001 - $15,000 | PTR | |
| 2026-04-14 | $JKHY | Jack Henry & Associates, Inc. - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-04-14 | $LITE | Lumentum Holdings Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-04-14 | $MSFT | Microsoft Corporation - Common Stock [self] | SELL | $15,001 - $50,000 | PTR |
| 2026-04-14 | $MOS | Mosaic Company [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-04-14 | $NWS | News Corporation - Class B Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-04-14 | $NKE | Nike, Inc. Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-04-14 | $NVDA | NVIDIA Corporation - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-04-14 | $OMC | Omnicom Group Inc. Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-04-14 | $PLTR | Palantir Technologies Inc. - Class A Common Stock [self] | BUY | $15,001 - $50,000 | PTR |
| 2026-04-14 | $PANW | Palo Alto Networks, Inc. [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-04-14 | $PAYX | Paychex, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-04-14 | $PAYC | Paycom Software, Inc. Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-04-14 | $HOOD | Robinhood Markets, Inc. - Class A Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-04-14 | $ROP | Roper Technologies, Inc. [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-04-14 | $NOW | ServiceNow, Inc. Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-04-14 | Tesla, Inc. - Common Stock (TSLA) [self] | BUY | $1,001 - $15,000 | PTR | |
| 2026-04-14 | $KHC | The Kraft Heinz Company - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-04-14 | $TTD | The Trade Desk, Inc. - Class A Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-04-14 | Trimble Inc. - Common Stock (TRMB) [self] | BUY | $1,001 - $15,000 | PTR | |
| 2026-04-14 | $TYL | Tyler Technologies, Inc. Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-04-14 | $UBER | Uber Technologies, Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-04-14 | $UNH | UnitedHealth Group Incorporated Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-04-14 | $VRSK | Verisk Analytics, Inc. - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-04-14 | $VZ | Verizon Communications Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-04-14 | $WDAY | Workday, Inc. - Class A Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-04-14 | $ZTS | Zoetis Inc. Class A Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-04-13 | $DASH | DoorDash, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-04-13 | Flex Ltd. - Ordinary Shares (FLEX) [self] | SELL | $15,001 - $50,000 | PTR | |
| 2026-04-13 | $SSNC | SS&C Technologies Holdings, Inc. - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-04-13 | Veralto Corp Common Stock (VLTO) [self] | BUY | $1,001 - $15,000 | PTR | |
| 2026-04-06 | $DASH | DoorDash, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-04-06 | $LPLA | LPL Financial Holdings Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-04-06 | $SSNC | SS&C Technologies Holdings, Inc. - Common Stock [self] | SELL | $15,001 - $50,000 | PTR |
| 2026-04-06 | Veralto Corp Common Stock (VLTO) [self] | BUY | $1,001 - $15,000 | PTR | |
| 2026-03-31 | John Swett, CA, USD GO Bonds [GS] [self] | SELL | $100,001 - $250,000 | PTR | |
| 2026-03-27 | $AEIS | Advanced Energy Industries, Inc. - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-03-27 | $BABAF | ALIBABA GROUP HOLDING LTD [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-27 | California Health Facilities Financing [self] | BUY | $250,001 - $500,000 | PTR | |
| 2026-03-27 | California State Public Works Board [self] | SELL | $50,001 - $100,000 | PTR | |
| 2026-03-27 | Charles Schwab Corporation (SCHW) [self] | SELL | $1,001 - $15,000 | PTR | |
| 2026-03-27 | $DASH | DoorDash, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-27 | $FN | Fabrinet Ordinary Shares [self] | BUY | $15,001 - $50,000 | PTR |
| 2026-03-27 | $FSV | FirstService Corporation - Common Shares [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-27 | Flex Ltd. - Ordinary Shares (FLEX) [self] | SELL | $1,001 - $15,000 | PTR | |
| 2026-03-27 | $LPLA | LPL Financial Holdings Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-27 | $MTSI | MACOM Technology Solutions Holdings, Inc. - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-03-27 | $SARO | StandardAero, Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-27 | $VIAV | Viavi Solutions Inc. - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-03-27 | West Kern, CA, Community College [self] | SELL | $250,001 - $500,000 | PTR | |
| 2026-03-25 | $ANET | Arista Networks, Inc. Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-03-25 | $BRK.B | Berkshire Hathaway Inc. New Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-03-25 | $AVGO | Broadcom Inc. - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-03-25 | $COHR | Coherent Corp. [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-25 | $GLW | Corning Incorporated Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-25 | Illinois State General Obligation [self] | BUY | $100,001 - $250,000 | PTR | |
| 2026-03-25 | $MELI | MercadoLibre, Inc. - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-03-25 | $MU | Micron Technology, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-25 | $NVDA | NVIDIA Corporation - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-03-25 | $TDG | Transdigm Group Incorporated Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-03-20 | $ADM | Archer-Daniels-Midland Company Common Stock [self] | SELL | $50,001 - $100,000 | PTR |
| 2026-03-20 | $MIAX | Miami International Holdings, Inc. Common Stock [self] | BUY | $15,001 - $50,000 | PTR |
| 2026-03-19 | $BBIO | BridgeBio Pharma, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-18 | $APP | Applovin Corporation - Class A Common Stock [self] | SELL | $15,001 - $50,000 | PTR |
| 2026-03-18 | $BBIO | BridgeBio Pharma, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-18 | $DASH | DoorDash, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-18 | $DASH | DoorDash, Inc. - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-03-18 | $FSV | FirstService Corporation - Common Shares [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-18 | $TEL | TE Connectivity plc Ordinary Shares [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-18 | $WRB | W.R. Berkley Corporation Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-03-18 | $WAT | Waters Corporation Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-16 | $AMZN | Amazon.com, Inc. - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-03-16 | $AMZN | Amazon.com, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-16 | $BRK.B | Berkshire Hathaway Inc. New Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-03-16 | $CDRE | Cadre Holdings, Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-16 | $MELI | MercadoLibre, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-16 | $PLTR | Palantir Technologies Inc. Class A Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-16 | $PLTR | Palantir Technologies Inc. Class A Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-03-16 | $TDG | Transdigm Group Incorporated Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-13 | $ACN | Accenture plc Class A Ordinary Shares [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-13 | Advanced Micro Devices, Inc. (AMD) [self] | SELL | $1,001 - $15,000 | PTR | |
| 2026-03-13 | $AMZN | Amazon.com, Inc. - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-03-13 | $APO | Apollo Global Management, Inc. [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-03-13 | $APP | Applovin Corporation - Class A Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-13 | $SQ | Block, Inc. Class A Common Stock, [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-13 | $BKNG | Booking Holdings Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-13 | $CHTR | Charter Communications, Inc. - Class A Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-13 | $CTSH | Cognizant Technology Solutions Corporation - Class A Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-13 | $CAG | ConAgra Brands, Inc. Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-03-13 | $CSGP | CoStar Group, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-13 | $CRWD | CrowdStrike Holdings, Inc. - Class A Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-13 | $DDOG | Datadog, Inc. - Class A Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-13 | $DASH | DoorDash, Inc. - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-03-13 | $LLY | Eli Lilly and Company Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-03-13 | $EPAM | EPAM Systems, Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-13 | Equifax, Inc. Common Stock (EFX) [self] | BUY | $1,001 - $15,000 | PTR | |
| 2026-03-13 | $EG | Everest Group, Ltd. Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-03-13 | $FDS | FactSet Research Systems Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-13 | $FICO | Fair Isaac Corporation Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-13 | $FIS | Fidelity National Information Services, Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-13 | Fiserv, Inc. - Common Stock (FISV) [self] | BUY | $1,001 - $15,000 | PTR | |
| 2026-03-13 | $FTNT | Fortinet, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-13 | $FOX | Fox Corporation - Class B Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-13 | $IT | Gartner, Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-13 | $GDDY | GoDaddy Inc. Class A Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-03-13 | International Business Machines [self] | SELL | $15,001 - $50,000 | PTR | |
| 2026-03-13 | Kenvue Inc. Common Stock (KVUE) [self] | SELL | $1,001 - $15,000 | PTR | |
| 2026-03-13 | $KEY | KeyCorp Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-03-13 | $LULU | lululemon athletica inc. - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-03-13 | $MSFT | Microsoft Corporation - Common Stock [self] | BUY | $15,001 - $50,000 | PTR |
| 2026-03-13 | $TAP | Molson Coors Beverage Company Class B Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-03-13 | $NVDA | NVIDIA Corporation - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-13 | $OMC | Omnicom Group Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-13 | $PLTR | Palantir Technologies Inc. Class A Common Stock [self] | SELL | $15,001 - $50,000 | PTR |
| 2026-03-13 | $PANW | Palo Alto Networks, Inc. [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-13 | $PSKY | Paramount Skydance Corporation - Class B Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-13 | $PAYC | Paycom Software, Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-13 | $PYPL | PayPal Holdings, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-13 | $PFE | Pfizer, Inc. Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-03-13 | $HOOD | Robinhood Markets, Inc. - Class A Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-03-13 | $ROP | Roper Technologies, Inc. [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-03-13 | $SNDK | Sandisk Corporation - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-13 | Tesla, Inc. - Common Stock (TSLA) [self] | SELL | $15,001 - $50,000 | PTR | |
| 2026-03-13 | The Cigna Group Common Stock (CI) [self] | SELL | $1,001 - $15,000 | PTR | |
| 2026-03-13 | $TTD | The Trade Desk, Inc. - Class A Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-13 | $TYL | Tyler Technologies, Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-13 | $UBER | Uber Technologies, Inc. Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-03-13 | $UPS | United Parcel Service, Inc. Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-03-13 | $UNH | UnitedHealth Group Incorporated Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-13 | $VRSN | VeriSign, Inc. - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-03-13 | $VICI | VICI Properties Inc. Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-03-13 | $WFC | Wells Fargo & Company Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-03-13 | $WDAY | Workday, Inc. - Class A Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-13 | $ZTS | Zoetis Inc. Class A Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-03-12 | DigitalBridge Group, Inc. (DBRG) [self] | SELL | $50,001 - $100,000 | PTR | |
| 2026-03-09 | $FSS | Federal Signal Corporation Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-09 | $HALO | Halozyme Therapeutics, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-09 | $VIAV | Viavi Solutions Inc. - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-03-03 | $AEIS | Advanced Energy Industries, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-03 | $AVAV | AeroVironment, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-03 | $AGIO | Agios Pharmaceuticals, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-03 | $ARQT | Arcutis Biotherapeutics, Inc. - Common stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-03 | $ATRC | AtriCure, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-03 | $AVNT | Avient Corporation Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-03 | Azenta, Inc. - Common Stock (AZTA) [self] | BUY | $1,001 - $15,000 | PTR | |
| 2026-03-03 | $BOOT | Boot Barn Holdings, Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-03 | $BBIO | BridgeBio Pharma, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-03 | $CATY | Cathay General Bancorp - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-03 | $CENTA | Central Garden & Pet Company - Class A Common Stock Nonvoting [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-03 | $SKY | Champion Homes, Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-03 | $CRNX | Crinetics Pharmaceuticals, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-03 | $CSW | CSW Industrials, Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-03 | $EPAC | Enerpac Tool Group Corp. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-03 | $GTES | Gates Industrial Corporation plc Ordinary Shares [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-03 | $GMED | Globus Medical, Inc. Class A Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-03 | $HLI | Houlihan Lokey, Inc. Class A Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-03 | IDACORP, Inc. Common Stock (IDA) [self] | BUY | $1,001 - $15,000 | PTR | |
| 2026-03-03 | $ITT | ITT Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-03 | $LGN | Legence Corp. - Class A Common stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-03 | $LGND | Ligand Pharmaceuticals Incorporated - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-03 | $MTSI | MACOM Technology Solutions Holdings, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-03 | $NWE | NorthWestern Energy Group, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-03 | $PATK | Patrick Industries, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-03 | Primoris Services Corporation (PRIM) [self] | BUY | $1,001 - $15,000 | PTR | |
| 2026-03-03 | $RBC | RBC Bearings Incorporated Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-03 | $RHP | Ryman Hospitality Properties, Inc. [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-03 | $SMTC | Semtech Corporation - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-03 | $SUPN | Supernus Pharmaceuticals, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-03 | $TNDM | Tandem Diabetes Care, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-03 | $TXRH | Texas Roadhouse, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-03 | $COCO | The Vita Coco Company, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-03 | $UFPI | UFP Industries, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-03 | $RARE | Ultragenyx Pharmaceutical Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-03 | $VCYT | Veracyte, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-02 | $FSS | Federal Signal Corporation Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-03-02 | $THR | Thermon Group Holdings, Inc. Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-02-26 | $TSM | Taiwan Semiconductor Manufacturing Company Ltd. [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-02-24 | $MU | Micron Technology, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-02-24 | $ORCL | Oracle Corporation Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-02-24 | $HOOD | Robinhood Markets, Inc. - Class A Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-02-24 | $UBER | Uber Technologies, Inc. Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-02-23 | $SKY | Champion Homes, Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-02-23 | $TPH | Tri Pointe Homes, Inc. Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-02-20 | $XIACF | XIAOMI CORP [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-02-18 | $APPF | AppFolio, Inc. - Class A Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-02-18 | $PAR | PAR Technology Corporation Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-02-18 | Primoris Services Corporation (PRIM) [self] | SELL | $1,001 - $15,000 | PTR | |
| 2026-02-18 | $DSGX | The Descartes Systems Group Inc. - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-02-18 | $RARE | Ultragenyx Pharmaceutical Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-02-18 | Veracyte, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR | |
| 2026-02-17 | $FSV | FirstService Corporation - Common Shares [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-02-13 | $FSV | FirstService Corporation - Common Shares [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-02-13 | $MHVYF | Mitsubishi Heavy Industries Ltd Ordinary Shares [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-02-12 | $COIN | Coinbase Global, Inc. - 3Class A Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-02-12 | TE Connectivity plc Ordinary Shares [self] | BUY | $1,001 - $15,000 | PTR | |
| 2026-02-10 | $ABT | Abbott Laboratories Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-02-10 | $ACN | Accenture plc Class A Ordinary Shares [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-02-10 | Advanced Micro Devices, Inc. (AMD) [self] | BUY | $1,001 - $15,000 | PTR | |
| 2026-02-10 | $AMZN | Amazon.com, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-02-10 | $AME | AMETEK, Inc. [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-02-10 | $APP | Applovin Corporation - Class A Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-02-10 | $AJG | Arthur J. Gallagher & Co. Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-02-10 | $SQ | Block, Inc. Class A Common Stock, [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-02-10 | $BKNG | Booking Holdings Inc. - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-02-10 | $BSX | Boston Scientific Corporation Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-02-10 | $COF | Capital One Financial Corporation Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-02-10 | $CVX | Chevron Corporation Common Stock [self] | BUY | $15,001 - $50,000 | PTR |
| 2026-02-10 | $CAG | ConAgra Brands, Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-02-10 | ConocoPhillips Common Stock (COP) [self] | BUY | $1,001 - $15,000 | PTR | |
| 2026-02-10 | $CTRA | Coterra Energy Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-02-10 | $DPZ | Domino's Pizza Inc - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-02-10 | $DASH | DoorDash, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-02-10 | $EOG | EOG Resources, Inc. Common Stock [self] | BUY | $15,001 - $50,000 | PTR |
| 2026-02-10 | $EQT | EQT Corporation Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-02-10 | $ERIE | Erie Indemnity Company - Class A Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-02-10 | $EG | Everest Group, Ltd. Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-02-10 | $EXE | Expand Energy Corporation - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-02-10 | $XOM | Exxon Mobil Corporation Common Stock [self] | BUY | $50,001 - $100,000 | PTR |
| 2026-02-10 | $FICO | Fair Isaac Corporation Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-02-10 | $FIS | Fidelity National Information Services, Inc. Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-02-10 | $FSLR | First Solar, Inc. - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-02-10 | $FSV | FirstService Corporation - Common Shares [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-02-10 | $FSV | FirstService Corporation - Common Shares [self] | BUY | $15,001 - $50,000 | PTR |
| 2026-02-10 | Fiserv, Inc. - Common Stock (FISV) [self] | SELL | $1,001 - $15,000 | PTR | |
| 2026-02-10 | GE Aerospace Common Stock (GE) [self] | SELL | $15,001 - $50,000 | PTR | |
| 2026-02-10 | $GD | General Dynamics Corporation Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-02-10 | $GIS | General Mills, Inc. Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-02-10 | $GDDY | GoDaddy Inc. Class A Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-02-10 | $DOC | Healthpeak Properties, Inc. Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-02-10 | $ILMN | Illumina, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-02-10 | $IBM | International Business Machines Corporation Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-02-10 | $IVZ | Invesco Ltd Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-02-10 | $INVH | Invitation Homes Inc. Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-02-10 | Kenvue Inc. Common Stock (KVUE) [self] | BUY | $1,001 - $15,000 | PTR | |
| 2026-02-10 | $KMI | Kinder Morgan, Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-02-10 | $MU | Micron Technology, Inc. - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-02-10 | $MSFT | Microsoft Corporation - Common Stock [self] | SELL | $15,001 - $50,000 | PTR |
| 2026-02-10 | $OXY | Occidental Petroleum Corporation Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-02-10 | ONEOK, Inc. Common Stock (OKE) [self] | BUY | $1,001 - $15,000 | PTR | |
| 2026-02-10 | $PFE | Pfizer, Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-02-10 | $PGR | Progressive Corporation [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-02-10 | $PRU | Prudential Financial, Inc. Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-02-10 | $ROP | Roper Technologies, Inc. [self] | SELL | $15,001 - $50,000 | PTR |
| 2026-02-10 | $SWKS | Skyworks Solutions, Inc. - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-02-10 | $STE | STERIS plc [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-02-10 | $TRGP | Targa Resources, Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-02-10 | $TTD | The Trade Desk, Inc. - Class A Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-02-10 | $UAL | United Airlines Holdings, Inc. - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-02-10 | $UNH | UnitedHealth Group Incorporated Common Stock [self] | SELL | $15,001 - $50,000 | PTR |
| 2026-02-10 | $VRSN | VeriSign, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-02-10 | $VRSK | Verisk Analytics, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-02-10 | $DIS | Walt Disney Company [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-02-10 | $WBD | Warner Bros. Discovery, Inc. - Series A Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-02-10 | Williams Companies, Inc. (WMB) [self] | BUY | $1,001 - $15,000 | PTR | |
| 2026-02-10 | $ZTS | Zoetis Inc. Class A Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-02-09 | $BABA | Alibaba Group Holding Limited American Depositary Shares each $100,000 [self] | BUY | $50,001 - $100,000 | PTR |
| 2026-02-09 | Taiwan Semiconductor [self] | BUY | $100,001 - $250,000 | PTR | |
| 2026-02-05 | $APP | Applovin Corporation - Class A Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-02-05 | Dayforce, Inc. Common Stock (DAY) [self] | SELL | $50,001 - $100,000 | PTR | |
| 2026-02-03 | $AJINF | Ajinomoto Company, Inc. Ordinary Shares [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-02-03 | $BABAF | ALIBABA GROUP HOLDING LTD [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-02-03 | $SAN | Banco Santander, S.A. Sponsored ADR [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-02-03 | $HESAF | Hermes Intl S A Ordinary Shares [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-02-03 | $FINMF | LEONARDO SPA ORD [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-02-03 | $MHVYF | Mitsubishi Heavy Industries Ltd Ordinary Shares [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-02-03 | $RNMBF | Rheinmetall Ag Ordinary Shares [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-02-03 | TENCENT HLDIGS LTD (TCTZF) [self] | BUY | $1,001 - $15,000 | PTR | |
| 2026-02-03 | $XIACF | XIAOMI CORP [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-30 | $AMZN | Amazon.com, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-30 | $ANET | Arista Networks, Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-30 | $ASML | ASML Holding N.V. - New York Registry Shares [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-30 | AutoZone, Inc. Common Stock (AZO) [self] | BUY | $1,001 - $15,000 | PTR | |
| 2026-01-30 | Biogen Inc. - Common Stock (BIIB) [self] | BUY | $1,001 - $15,000 | PTR | |
| 2026-01-30 | $BE | Bloom Energy Corporation Class A Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-30 | $BSX | Boston Scientific Corporation Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-30 | California Community Choice [self] | BUY | $250,001 - $500,000 | PTR | |
| 2026-01-30 | $NET | Cloudflare, Inc. Class A Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-30 | $COIN | Coinbase Global, Inc. - 3Class A Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-30 | $COST | Costco Wholesale Corporation - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-30 | Eaton Corporation, PLC Ordinary [self] | BUY | $1,001 - $15,000 | PTR | |
| 2026-01-30 | $HD | Home Depot, Inc. [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-30 | $ISRG | Intuitive Surgical, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-30 | $MELI | MercadoLibre, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-30 | $META | Meta Platforms, Inc. - Class A Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-30 | Milwaukee, Wisconsin GO Promissory [self] | SELL | $100,001 - $250,000 | PTR | |
| 2026-01-30 | $NVDA | NVIDIA Corporation - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-30 | $ORCL | Oracle Corporation Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-30 | Perris, CA Union High School District [self] | SELL | $250,001 - $500,000 | PTR | |
| 2026-01-30 | $PG | Procter & Gamble Company [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-01-30 | $PWR | Quanta Services, Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-30 | Redlands, CA, Uni. School District GO [self] | SELL | $50,001 - $100,000 | PTR | |
| 2026-01-30 | $HOOD | Robinhood Markets, Inc. - Class A Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-30 | San Francisco CA City & County, GO [self] | SELL | $250,001 - $500,000 | PTR | |
| 2026-01-30 | $TSM | Taiwan Semiconductor Manufacturing Company Ltd. [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-30 | $TDG | Transdigm Group Incorporated Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-30 | $VRT | Vertiv Holdings, LLC Class A Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-28 | $CSGP | CoStar Group, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-28 | $DLTR | Dollar Tree, Inc. - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-01-28 | $DASH | DoorDash, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-28 | $PTC | PTC Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-28 | Veralto Corp Common Stock (VLTO) [self] | SELL | $1,001 - $15,000 | PTR | |
| 2026-01-28 | $WDAY | Workday, Inc. - Class A Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-27 | $AVAV | AeroVironment, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-27 | California Community Choice [self] | BUY | $250,001 - $500,000 | PTR | |
| 2026-01-27 | $EPAC | Enerpac Tool Group Corp. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-27 | Franco-Nevada Corporation (FNV) [self] | BUY | $15,001 - $200 | PTR | |
| 2026-01-27 | Pan American Silver Corp. (PAAS) [self] | SELL | $50,001 - $100,000 | PTR | |
| 2026-01-27 | $WPM | Wheaton Precious Metals Corp Common Shares [self] | BUY | $15,001 - $50,000 | PTR |
| 2026-01-23 | Southeast Energy Authority [self] | SELL | $250,001 - $500,000 | PTR | |
| 2026-01-20 | $AEIS | Advanced Energy Industries, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-20 | $CP | Canadian Pacific Kansas City Limited Common Shares [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-20 | $CRDO | Credo Technology Group Holding Ltd - Ordinary Shares [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-20 | $DASH | DoorDash, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-20 | $MTSI | MACOM Technology Solutions Holdings, Inc. - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-01-20 | $SMTC | Semtech Corporation - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-20 | $WRB | W.R. Berkley Corporation Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-01-15 | $ADC | Agree Realty Corporation Common Stock [self] | SELL | $15,001 - $50,000 | PTR |
| 2026-01-15 | Azenta, Inc. - Common Stock (AZTA) [self] | BUY | $1,001 - $15,000 | PTR | |
| 2026-01-15 | $CATY | Cathay General Bancorp - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-15 | $COLB | Columbia Banking System, Inc. - Common Stock [self] | SELL | $15,001 - $50,000 | PTR |
| 2026-01-15 | $CSW | CSW Industrials, Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-15 | $FBK | FB Financial Corporation Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-15 | $GBCI | Glacier Bancorp, Inc. [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-15 | $IRT | Independence Realty Trust, Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-15 | $LGN | Legence Corp. - Class A Common stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-15 | $LGND | Ligand Pharmaceuticals Incorporated - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-15 | $MEDP | Medpace Holdings, Inc. - Common Stock [self] | SELL | $15,001 - $50,000 | PTR |
| 2026-01-15 | $NHI | National Health Investors, Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-15 | $PWP | Perella Weinberg Partners - Class A Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-15 | Ryman Hospitality Properties, Inc. [self] | BUY | $1,001 - $15,000 | PTR | |
| 2026-01-15 | $SNDR | Schneider National, Inc. Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-01-15 | $SLGN | Silgan Holdings Inc. [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-01-12 | $SBGSF | Schneider Electric Sa Ordinary Shares [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-01-09 | $AME | AMETEK, Inc. [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-09 | $APA | APA Corporation - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-01-09 | $BKR | Baker Hughes Company - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-01-09 | $BRO | Brown & Brown, Inc. Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-01-09 | $CCJ | Cameco Corporation Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-01-09 | $COF | Capital One Financial Corporation Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-09 | $CF | CF Industries Holdings, Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-09 | Charles Schwab Corporation (SCHW) [self] | BUY | $1,001 - $15,000 | PTR | |
| 2026-01-09 | $CVX | Chevron Corporation Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-01-09 | $CVX | Chevron Corporation Common Stock [self] | SELL | $15,001 - $50,000 | PTR |
| 2026-01-09 | $CHRD | Chord Energy Corporation - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-01-09 | Chubb Limited Common Stock (CB) [self] | BUY | $1,001 - $15,000 | PTR | |
| 2026-01-09 | $CSCO | Cisco Systems, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-09 | $CME | CME Group Inc. - Class A Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-09 | $CMCSA | Comcast Corporation - Class A Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-09 | $CAG | ConAgra Brands, Inc. Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-01-09 | ConocoPhillips Common Stock (COP) [self] | SELL | $1,001 - $15,000 | PTR | |
| 2026-01-09 | $DHI | D.R. Horton, Inc. Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-01-09 | $DD | DuPont de Nemours, Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-09 | $EOG | EOG Resources, Inc. Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-01-09 | $EG | Everest Group, Ltd. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-09 | $XOM | Exxon Mobil Corporation Common Stock [self] | SELL | $50,001 - $100,000 | PTR |
| 2026-01-09 | $FDX | FedEx Corporation Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-09 | $FSLR | First Solar, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-09 | GE Aerospace Common Stock (GE) [self] | BUY | $15,001 - $50,000 | PTR | |
| 2026-01-09 | $GEV | GE Vernova Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-09 | $GD | General Dynamics Corporation Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-09 | $GPOR | Gulfport Energy Corporation Common Shares [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-01-09 | $HAL | Halliburton Company Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-01-09 | $DOC | Healthpeak Properties, Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-09 | $HST | Host Hotels & Resorts, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-09 | $INTC | Intel Corporation - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-09 | $IVZ | Invesco Ltd Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-09 | Kenvue Inc. Common Stock (KVUE) [self] | SELL | $1,001 - $15,000 | PTR | |
| 2026-01-09 | $KEY | KeyCorp Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-09 | $KMI | Kinder Morgan, Inc. Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-01-09 | $LEN | Lennar Corporation Class A Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-01-09 | Linde plc - Ordinary Shares (LIN) [self] | BUY | $1,001 - $15,000 | PTR | |
| 2026-01-09 | $LYB | LyondellBasell Industries NV Ordinary Shares Class A [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-09 | Magnolia Oil & Gas Corporation Class [self] | SELL | $15,001 - $200 | PTR | |
| 2026-01-09 | $MTDR | Matador Resources Company Common Stock [self] | SELL | $15,001 - $50,000 | PTR |
| 2026-01-09 | $MOS | Mosaic Company [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-09 | ONEOK, Inc. Common Stock (OKE) [self] | SELL | $1,001 - $15,000 | PTR | |
| 2026-01-09 | $PLTR | Palantir Technologies Inc. - Class A Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-09 | $PGR | Progressive Corporation [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-09 | $PRU | Prudential Financial, Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-09 | Regency Centers Corporation (REG) [self] | BUY | $1,001 - $15,000 | PTR | |
| 2026-01-09 | $RTX | RTX Corporation Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-09 | $SNDK | Sandisk Corporation - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-09 | $SBAC | SBA Communications Corporation - Class A Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-01-09 | $SWKS | Skyworks Solutions, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-09 | $SEI | Solaris Energy Infrastructure, Inc. Class A Common Stock [self] | SELL | $15,001 - $50,000 | PTR |
| 2026-01-09 | $STLD | Steel Dynamics, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-09 | $TRGP | Targa Resources, Inc. Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-01-09 | Tesla, Inc. - Common Stock (TSLA) [self] | BUY | $1,001 - $15,000 | PTR | |
| 2026-01-09 | $KHC | The Kraft Heinz Company - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-01-09 | $TTD | The Trade Desk, Inc. - Class A Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-09 | $UPS | United Parcel Service, Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-09 | $VLO | Valero Energy Corporation Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-01-09 | Ventas, Inc. Common Stock (VTR) [self] | SELL | $1,001 - $15,000 | PTR | |
| 2026-01-09 | $VRSK | Verisk Analytics, Inc. - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-01-09 | $VICI | VICI Properties Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-09 | $DIS | Walt Disney Company [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-09 | $WBD | Warner Bros. Discovery, Inc. - Series A Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-09 | Williams Companies, Inc. (WMB) [self] | SELL | $1,001 - $15,000 | PTR | |
| 2026-01-07 | ConocoPhillips Common Stock (COP) [self] | SELL | $15,001 - $50,000 | PTR | |
| 2026-01-06 | $DASH | DoorDash, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-06 | $WRB | W.R. Berkley Corporation Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-01-05 | $ABCB | Ameris Bancorp - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-01-05 | $FBK | FB Financial Corporation Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-05 | $HMN | Horace Mann Educators Corporation Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-01-05 | $LGND | Ligand Pharmaceuticals Incorporated - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-05 | $MTX | Minerals Technologies Inc. Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-01-05 | $SHAK | Shake Shack, Inc. Class A Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-05 | $SLGN | Silgan Holdings Inc. [self] | SELL | $1,001 - $15,000 | PTR |
| 2026-01-05 | $SKWD | Skyward Specialty Insurance Group, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2026-01-05 | $TXRH | Texas Roadhouse, Inc. - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-31 | $RNMBF | Rheinmetall Ag Ordinary Shares [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-30 | $BABAF | ALIBABA GROUP HOLDING LTD [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-30 | $HESAF | Hermes Intl S A Ordinary Shares [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-30 | SCHNEIDER ELECTRIC SA (SBGSF) [self] | SELL | $1,001 - $15,000 | PTR | |
| 2025-12-30 | TENCENT HLDIGS LTD (TCTZF) [self] | SELL | $1,001 - $15,000 | PTR | |
| 2025-12-30 | $CPB | The Campbell's Company - Common Stock [self] | BUY | $50,001 - $100,000 | PTR |
| 2025-12-30 | Wisconsin State Health & Educational [self] | BUY | $250,001 - $500,000 | PTR | |
| 2025-12-30 | $XIACF | XIAOMI CORP [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-26 | $AJINF | AJINOMOTO CO INC [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-26 | $MHVYF | Mitsubishi Heavy Industries Ltd Ordinary Shares [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-26 | NINTENDO CO LTD ORD (NTDOF) [self] | SELL | $1,001 - $15,000 | PTR | |
| 2025-12-24 | $AMZN | Amazon.com, Inc. - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-24 | $ANET | Arista Networks, Inc. Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-24 | AutoZone, Inc. Common Stock (AZO) [self] | SELL | $1,001 - $15,000 | PTR | |
| 2025-12-24 | $BRK.B | Berkshire Hathaway Inc. New Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-24 | $BE | Bloom Energy Corporation Class A Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-24 | $BSX | Boston Scientific Corporation Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-24 | $CCJ | Cameco Corporation Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-24 | $CVX | Chevron Corporation Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-24 | $NET | Cloudflare, Inc. Class A Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-24 | $COIN | Coinbase Global, Inc. - Class A Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-24 | $COST | Costco Wholesale Corporation - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-24 | $ETN | Eaton Corporation, PLC Ordinary Shares [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-24 | $HD | Home Depot, Inc. [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-24 | $MELI | MercadoLibre, Inc. - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-24 | $META | Meta Platforms, Inc. - Class A Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-24 | $NVDA | NVIDIA Corporation - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-24 | $ORCL | Oracle Corporation Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-24 | $PG | Procter & Gamble Company [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-24 | $PWR | Quanta Services, Inc. Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-24 | $HOOD | Robinhood Markets, Inc. - Class A Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-24 | $RBLX | Roblox Corporation Class A Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-24 | $SPOT | Spotify Technology S.A. Ordinary Shares [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-24 | $TSM | Taiwan Semiconductor Manufacturing Company Ltd. [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-24 | $TDG | Transdigm Group Incorporated Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-24 | $VRT | Vertiv Holdings, LLC Class A Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-19 | $ABT | Abbott Laboratories Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-19 | $ACN | Accenture plc Class A Ordinary Shares [self] | BUY | $1,001 - $15,000 | PTR |
| 2025-12-19 | Advanced Micro Devices, Inc. (AMD) [self] | SELL | $15,001 - $50,000 | PTR | |
| 2025-12-19 | $ARE | Alexandria Real Estate Equities, Inc. Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-19 | $AMZN | Amazon.com, Inc. - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-19 | Amcor plc Ordinary Shares (AMCR) [self] | SELL | $1,001 - $15,000 | PTR | |
| 2025-12-19 | $APP | Applovin Corporation - Class A Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2025-12-19 | $AJG | Arthur J. Gallagher & Co. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2025-12-19 | $BKR | Baker Hughes Company - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2025-12-19 | $SQ | Block, Inc. Class A Common Stock, [self] | BUY | $1,001 - $15,000 | PTR |
| 2025-12-19 | $BA | Boeing Company [self] | BUY | $1,001 - $15,000 | PTR |
| 2025-12-19 | $BKNG | Booking Holdings Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2025-12-19 | $BMY | Bristol-Myers Squibb Company Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2025-12-19 | $BXP | BXP, Inc. Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-19 | Cboe Global Markets, Inc. (CBOE) [self] | SELL | $1,001 - $15,000 | PTR | |
| 2025-12-19 | $CLX | Clorox Company [self] | BUY | $1,001 - $15,000 | PTR |
| 2025-12-19 | $COIN | Coinbase Global, Inc. - Class A Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-19 | $CAG | ConAgra Brands, Inc. Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-19 | $STZ | Constellation Brands, Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2025-12-19 | $CTRA | Coterra Energy Inc. Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-19 | $CCI | Crown Castle Inc. Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-19 | $DASH | DoorDash, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2025-12-19 | $ERIE | Erie Indemnity Company - Class A Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2025-12-19 | $EXE | Expand Energy Corporation - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-19 | $FICO | Fair Isaac Corporation Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2025-12-19 | $FIS | Fidelity National Information Services, Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2025-12-19 | Fiserv, Inc. - Common Stock (FISV) [self] | BUY | $1,001 - $15,000 | PTR | |
| 2025-12-19 | $GEV | GE Vernova Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2025-12-19 | $GIS | General Mills, Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2025-12-19 | $GPN | Global Payments Inc. Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-19 | $HAL | Halliburton Company Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-19 | $IBM | International Business Machines Corporation Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2025-12-19 | $INVH | Invitation Homes Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2025-12-19 | $LEN | Lennar Corporation Class A Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-19 | Linde plc - Ordinary Shares (LIN) [self] | BUY | $1,001 - $15,000 | PTR | |
| 2025-12-19 | $LMT | Lockheed Martin Corporation Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-19 | $MCK | McKesson Corporation Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-19 | $MRK | Merck & Company, Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2025-12-19 | $MSFT | Microsoft Corporation - Common Stock [self] | SELL | $15,001 - $50,000 | PTR |
| 2025-12-19 | $MBFJF | Mitsubishi UFJ Financial Group Inc Ordinary Shares [self] | BUY | $1,001 - $15,000 | PTR |
| 2025-12-19 | $NVDA | NVIDIA Corporation - Common Stock [self] | SELL | $15,001 - $50,000 | PTR |
| 2025-12-19 | $ORCL | Oracle Corporation Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-19 | $PFE | Pfizer, Inc. Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-19 | Public Storage Common Stock (PSA) [self] | SELL | $1,001 - $15,000 | PTR | |
| 2025-12-19 | $PWR | Quanta Services, Inc. Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-19 | $O | Realty Income Corporation Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2025-12-19 | SBA Communications Corporation [self] | SELL | $1,001 - $15,000 | PTR | |
| 2025-12-19 | $TRGP | Targa Resources, Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2025-12-19 | $CPB | The Campbell's Company - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-19 | The Cigna Group Common Stock (CI) [self] | BUY | $1,001 - $15,000 | PTR | |
| 2025-12-19 | $UBER | Uber Technologies, Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2025-12-19 | $UAL | United Airlines Holdings, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2025-12-19 | $UNH | UnitedHealth Group Incorporated Common Stock [self] | BUY | $15,001 - $50,000 | PTR |
| 2025-12-19 | $VRSN | VeriSign, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2025-12-19 | $VRSK | Verisk Analytics, Inc. - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-19 | $VICI | VICI Properties Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2025-12-19 | $ZTS | Zoetis Inc. Class A Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2025-12-18 | $AZN | AstraZeneca PLC - American Depositary Shares [self] | BUY | $1,001 - $15,000 | PTR |
| 2025-12-18 | Ferrari N.V. Common Shares (RACE) [self] | SELL | $1,001 - $15,000 | PTR | |
| 2025-12-17 | $AVGO | Broadcom Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2025-12-17 | San Rafael, CA Elementary School [self] | BUY | $100,001 - $250,000 | PTR | |
| 2025-12-15 | $AVAV | AeroVironment, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2025-12-11 | $AGIO | Agios Pharmaceuticals, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2025-12-11 | $ARQT | Arcutis Biotherapeutics, Inc. - Common stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-11 | $ITT | ITT Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2025-12-11 | $K | Kellanova Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-11 | Primoris Services Corporation (PRIM) [self] | SELL | $1,001 - $15,000 | PTR | |
| 2025-12-11 | $SUPN | Supernus Pharmaceuticals, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2025-12-11 | $COCO | The Vita Coco Company, Inc. - Common Stock [self] | SELL | $1,001 - $15,000 | PTR |
| 2025-12-10 | $ARMK | Aramark Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2025-12-10 | California State Dept. of Water [self] | BUY | $100,001 - $250,000 | PTR | |
| 2025-12-10 | $CP | Canadian Pacific Kansas City Limited Common Shares [self] | BUY | $1,001 - $15,000 | PTR |
| 2025-12-10 | Charles Schwab Corporation (SCHW) [self] | SELL | $1,001 - $15,000 | PTR | |
| 2025-12-10 | $CSGP | CoStar Group, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2025-12-10 | $DASH | DoorDash, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2025-12-10 | Flex Ltd. - Ordinary Shares (FLEX) [self] | SELL | $15,001 - $50,000 | PTR | |
| 2025-12-10 | $GPN | Global Payments Inc. Common Stock [self] | SELL | $15,001 - $50,000 | PTR |
| 2025-12-10 | $ISRG | Intuitive Surgical, Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2025-12-10 | Los Angeles, CA, Dept. Wtr. & Pwr. [self] | SELL | $250,001 - $500,000 | PTR | |
| 2025-12-10 | $LPLA | LPL Financial Holdings Inc. - Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2025-12-10 | Netflix, Inc. - Common Stock (NFLX) [self] | SELL | $1,001 - $15,000 | PTR | |
| 2025-12-10 | $SARO | StandardAero, Inc. Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2025-12-10 | $SYK | Stryker Corporation Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
| 2025-12-10 | The Cooper Companies, Inc. (COO) [self] | BUY | $1,001 - $15,000 | PTR | |
| 2025-12-10 | $WDAY | Workday, Inc. - Class A Common Stock [self] | BUY | $1,001 - $15,000 | PTR |
from2028 — politician profile. Trades from House Clerk / Senate EFD / OGE disclosures; profile from the local person-intel registry. Rebuilt at publish time.