| July 31, 2026 | CBOECboe Global Markets, Inc. | ▼sold | $1,001 - $15,000 |
| July 30, 2026 | PYPLPayPal Holdings, Inc. | ▲bought | $1,001 - $15,000 |
| July 30, 2026 | PYPLPayPal Holdings, Inc. | ▲bought | $1,001 - $15,000 |
| July 23, 2026 | JPMJP Morgan Chase & Co. | ▼sold part of | $1,001 - $15,000 |
| July 23, 2026 | SPYMTradr 2X Long SPY Monthly ETF | ▲bought | $1,001 - $15,000 |
| July 23, 2026 | SPYMTradr 2X Long SPY Monthly ETF | ▲bought | $1,001 - $15,000 |
| July 9, 2026 | HDHome Depot, Inc. (The) | ▼sold | $1,001 - $15,000 |
| July 9, 2026 | APTVAptiv PLC Ordinary Shares | ▲bought | $1,001 - $15,000 |
| July 9, 2026 | APTVAptiv PLC Ordinary Shares | ▲bought | $1,001 - $15,000 |
| July 2, 2026 | TRVThe Travelers Companies, Inc. | ▼sold | $1,001 - $15,000 |
| July 2, 2026 | ELEstee Lauder Companies, Inc. (The) | ▲bought | $1,001 - $15,000 |
| July 2, 2026 | CVXChevron Corporation | ▲bought | $1,001 - $15,000 |
| July 2, 2026 | SPYMTradr 2X Long SPY Monthly ETF | ▲bought | $1,001 - $15,000 |
| July 2, 2026 | ELEstee Lauder Companies, Inc. (The) | ▲bought | $1,001 - $15,000 |
| July 2, 2026 | CVXChevron Corporation | ▲bought | $1,001 - $15,000 |
| July 2, 2026 | SPYM - Tradr 2X Long SPY Monthly ETF | ▲bought | $1,001 - $15,000 |
| June 25, 2026 | TPYPTortoise North American Pipeline Fund | ▼sold part of | $1,001 - $15,000 |
| June 25, 2026 | FTGCFirst Trust Global Tactical Commodity Strategy Fund | ▼sold part of | $1,001 - $15,000 |
| June 25, 2026 | IGViShares Expanded Tech-Software Sector ETF | ▲bought | $1,001 - $15,000 |
| June 25, 2026 | PALLabrdn Physical Palladium Shares ETF | ▲bought | $1,001 - $15,000 |
| June 17, 2026 | SCHP - Schwab U.S. TIPS ETF | ▲bought | $1,001 - $15,000 |
| June 17, 2026 | IEFiShares 7-10 Year Treasury Bond ETF | ▼sold part of | $1,001 - $15,000 |
| June 12, 2026 | CEG - Constellation Energy Corporation - Common Stock When-Issued | ▲bought | $1,001 - $15,000 |
| June 12, 2026 | ATOAtmos Energy Corporation | ▼sold | $1,001 - $15,000 |
| June 4, 2026 | BSXBoston Scientific Corporation | ▼sold part of | $1,001 - $15,000 |
| June 4, 2026 | UNHUnitedHealth Group Incorporated | ▲bought | $1,001 - $15,000 |
| May 27, 2026 | SPYM - Tradr 2X Long SPY Monthly ETF | ▼sold part of | $1,001 - $15,000 |
| May 27, 2026 | FTGC - First Trust Global Tactical Commodity Strategy Fund | ▼sold part of | $1,001 - $15,000 |
| May 27, 2026 | EFAiShares MSCI EAFE ETF | ▼sold part of | $1,001 - $15,000 |
| May 27, 2026 | VEAVanguard Developed Markets Index Fund - ETF Shares | ▼sold part of | $1,001 - $15,000 |
| May 27, 2026 | VNQIVanguard Global ex-U.S. Real Estate Index Fund - ETF Shares | ▼sold part of | $1,001 - $15,000 |
| May 27, 2026 | LITPSprott Lithium Miners ETF | ▼sold part of | $1,001 - $15,000 |
| May 27, 2026 | IVViShares Core S&P 500 ETF | ▼sold part of | $1,001 - $15,000 |
| May 27, 2026 | RNWGXNEW WORLD FUND INC - Class R-6 | ▼sold part of | $1,001 - $15,000 |
| May 27, 2026 | SPYMTradr 2X Long SPY Monthly ETF | ▼sold part of | $1,001 - $15,000 |
| May 27, 2026 | IWMiShares Russell 2000 ETF | ▼sold part of | $1,001 - $15,000 |
| May 27, 2026 | GEMGoldman Sachs ActiveBeta(R) Emerging Markets Equity ETF | ▼sold part of | $1,001 - $15,000 |
| May 27, 2026 | FTGCFirst Trust Global Tactical Commodity Strategy Fund | ▼sold part of | $1,001 - $15,000 |
| May 27, 2026 | EIPIFT Energy Income Partners Enhanced Income ETF | ▼sold part of | $1,001 - $15,000 |
| May 27, 2026 | VEAVanguard Developed Markets Index Fund - ETF Shares | ▼sold part of | $1,001 - $15,000 |
| May 27, 2026 | VNQIVanguard Global ex-U.S. Real Estate Index Fund - ETF Shares | ▼sold part of | $1,001 - $15,000 |
| May 27, 2026 | LITPSprott Lithium Miners ETF | ▼sold part of | $1,001 - $15,000 |
| May 27, 2026 | IVViShares Core S&P 500 ETF | ▼sold part of | $1,001 - $15,000 |
| May 27, 2026 | RNWGXNEW WORLD FUND INC - Class R-6 | ▼sold part of | $1,001 - $15,000 |
| May 27, 2026 | IWMiShares Russell 2000 ETF | ▼sold part of | $1,001 - $15,000 |
| May 27, 2026 | EFAiShares MSCI EAFE ETF | ▼sold part of | $1,001 - $15,000 |
| May 27, 2026 | GEMGoldman Sachs ActiveBeta(R) Emerging Markets Equity ETF | ▼sold part of | $1,001 - $15,000 |
| May 27, 2026 | EIPIFT Energy Income Partners Enhanced Income ETF | ▼sold part of | $1,001 - $15,000 |
| May 27, 2026 | SCHPSchwab U.S. TIPS ETF | ▲bought | $1,001 - $15,000 |
| May 27, 2026 | JMBSJanus Henderson Mortgage-Backed Securities ETF | ▲bought | $1,001 - $15,000 |
| May 27, 2026 | IEFiShares 7-10 Year Treasury Bond ETF | ▲bought | $1,001 - $15,000 |
| May 27, 2026 | TLHiShares 10-20 Year Treasury Bond ETF | ▲bought | $1,001 - $15,000 |
| May 27, 2026 | CMBSiShares CMBS ETF | ▲bought | $1,001 - $15,000 |
| May 27, 2026 | MBBiShares MBS ETF | ▲bought | $1,001 - $15,000 |
| May 27, 2026 | AGZiShares Agency Bond ETF | ▲bought | $1,001 - $15,000 |
| May 27, 2026 | GBILGoldman Sachs Access Treasury 0-1 Year ETF | ▲bought | $1,001 - $15,000 |
| May 27, 2026 | GIGBGoldman Sachs Access Investment Grade Corporate Bond ETF | ▲bought | $1,001 - $15,000 |
| May 27, 2026 | XFIVBondBloxx Bloomberg Five Year Target Duration US Treasury ETF | ▲bought | $1,001 - $15,000 |
| May 27, 2026 | XTWOBondBloxx Bloomberg Two Year Target Duration US Treasury ETF | ▲bought | $1,001 - $15,000 |
| May 15, 2026 | ACN - Accenture plc Class A Ordinary Shares (Ireland) | ▼sold part of | $1,001 - $15,000 |
| May 15, 2026 | ECLEcolab Inc. | ▼sold part of | $1,001 - $15,000 |
| May 15, 2026 | ACNAccenture plc Class A Ordinary Shares (Ireland) | ▼sold part of | $1,001 - $15,000 |
| May 15, 2026 | ECLEcolab Inc. | ▼sold part of | $1,001 - $15,000 |
| May 15, 2026 | PLTRPalantir Technologies Inc. | ▲bought | $1,001 - $15,000 |
| May 15, 2026 | ALBAlbemarle Corporation | ▲bought | $1,001 - $15,000 |
| May 13, 2026 | SCHPSchwab U.S. TIPS ETF | ▼sold part of | $1,001 - $15,000 |
| May 13, 2026 | JMBSJanus Henderson Mortgage-Backed Securities ETF | ▼sold part of | $1,001 - $15,000 |
| May 13, 2026 | CMBSiShares CMBS ETF | ▼sold part of | $1,001 - $15,000 |
| May 13, 2026 | IEIiShares 3-7 Year Treasury Bond ETF | ▼sold | $50,001 - $100,000 |
| May 13, 2026 | MBBiShares MBS ETF | ▼sold part of | $1,001 - $15,000 |
| May 13, 2026 | SCHPSchwab U.S. TIPS ETF | ▼sold part of | $1,001 - $15,000 |
| May 13, 2026 | JMBSJanus Henderson Mortgage-Backed Securities ETF | ▼sold part of | $1,001 - $15,000 |
| May 13, 2026 | CMBSiShares CMBS ETF | ▼sold part of | $1,001 - $15,000 |
| May 13, 2026 | IEIiShares 3-7 Year Treasury Bond ETF | ▼sold | $50,001 - $100,000 |
| May 13, 2026 | MBBiShares MBS ETF | ▼sold part of | $1,001 - $15,000 |
| May 13, 2026 | GIGBGoldman Sachs Access Investment Grade Corporate Bond ETF | ▲bought | $1,001 - $15,000 |
| May 13, 2026 | XFIVBondBloxx Bloomberg Five Year Target Duration US Treasury ETF | ▲bought | $50,001 - $100,000 |
| April 9, 2026 | DVNDevon Energy Corporation | ▲bought | $1,001 - $15,000 |
| April 2, 2026 | TBLLInvesco Short Term Treasury ETF | ▼sold part of | $1,001 - $15,000 |
| April 2, 2026 | CEGConstellation Energy Corporation - Common Stock When-Issued | ▲bought | $1,001 - $15,000 |
| March 20, 2026 | TPYPTortoise North American Pipeline Fund | ▼sold part of | $1,001 - $15,000 |
| March 20, 2026 | SPYMTradr 2X Long SPY Monthly ETF | ▲bought | $1,001 - $15,000 |
| March 19, 2026 | JNJJohnson & Johnson | ▼sold part of | $1,001 - $15,000 |
| March 19, 2026 | BBEUJPMorgan BetaBuilders Europe ETF | ▼sold | $15,001 - $50,000 |
| March 19, 2026 | VEAVanguard Developed Markets Index Fund - ETF Shares | ▲bought | $1,001 - $15,000 |
| March 19, 2026 | NVDANVIDIA Corporation | ▲bought | $1,001 - $15,000 |
| March 19, 2026 | FTGCFirst Trust Global Tactical Commodity Strategy Fund | ▲bought | $1,001 - $15,000 |
| March 13, 2026 | ARESAres Management Corporation | ▲bought | $1,001 - $15,000 |
| March 5, 2026 | MSFTMicrosoft Corporation | ▲bought | $1,001 - $15,000 |
| February 27, 2026 | AMATApplied Materials, Inc. | ▼sold part of | $1,001 - $15,000 |
| February 27, 2026 | NTAPNetApp, Inc. | ▲bought | $1,001 - $15,000 |
| February 26, 2026 | PGProcter & Gamble Company (The) | ▼sold part of | $1,001 - $15,000 |
| February 26, 2026 | KRKroger Company (The) | ▲bought | $1,001 - $15,000 |
| February 19, 2026 | UNPUnion Pacific Corporation | ▼sold part of | $1,001 - $15,000 |
| February 13, 2026 | ADBEAdobe Inc. | ▼sold | $1,001 - $15,000 |
| February 13, 2026 | MSFTMicrosoft Corporation | ▲bought | $1,001 - $15,000 |
| February 6, 2026 | DBLEXDoubleLine Emerging Markets Fixed Income Fund - Class I | ▼sold | $1,001 - $15,000 |
| February 6, 2026 | JMBSJanus Henderson Mortgage-Backed Securities ETF | ▼sold part of | $1,001 - $15,000 |
| February 6, 2026 | SHYiShares 1-3 Year Treasury Bond ETF | ▼sold | $15,001 - $50,000 |
| February 6, 2026 | MBBiShares MBS ETF | ▼sold part of | $1,001 - $15,000 |
| February 6, 2026 | AGZiShares Agency Bond ETF | ▼sold part of | $1,001 - $15,000 |
| February 6, 2026 | UBERUber Technologies, Inc. | ▲bought | $1,001 - $15,000 |
| February 6, 2026 | IEFiShares 7-10 Year Treasury Bond ETF | ▲bought | $1,001 - $15,000 |
| February 6, 2026 | TLHiShares 10-20 Year Treasury Bond ETF | ▲bought | $1,001 - $15,000 |
| February 6, 2026 | EMBiShares J.P. Morgan USD Emerging Markets Bond ETF | ▲bought | $1,001 - $15,000 |
| February 6, 2026 | CMBSiShares CMBS ETF | ▲bought | $1,001 - $15,000 |
| February 6, 2026 | GIGBGoldman Sachs Access Investment Grade Corporate Bond ETF | ▲bought | $1,001 - $15,000 |
| February 6, 2026 | XTWOBondBloxx Bloomberg Two Year Target Duration US Treasury ETF | ▲bought | $15,001 - $50,000 |
| January 29, 2026 | ETNEaton Corp | ▲bought | $1,001 - $15,000 |
| January 29, 2026 | UNPUnion Pacific Corp | ▼sold part of | $1,001 - $15,000 |
| January 29, 2026 | OMCOmnicom Group Inc | ▼sold | $1,001 - $15,000 |
| January 29, 2026 | IVWiShares S&P 500 Growth ETF | ▼sold | $1,001 - $15,000 |
| January 29, 2026 | FISVFiserv Inc | ▼sold | $1,001 - $15,000 |
| January 29, 2026 | PYPLPaypal Holdings | ▲bought | $1,001 - $15,000 |
| January 29, 2026 | CVSCVS Corp | ▲bought | $1,001 - $15,000 |
| January 29, 2026 | CATCaterpillar Inc | ▲bought | $1,001 - $15,000 |
| January 26, 2026 | MUMicron Technology | ▼sold part of | $1,001 - $15,000 |
| January 26, 2026 | DXCMDexcom Inc | ▲bought | $1,001 - $15,000 |
| January 23, 2026 | SPYM | ▼sold part of | $1,001 - $15,000 |
| January 23, 2026 | MDYSPDR S&P MidCap 400 ETF Trust | ▼sold part of | $1,001 - $15,000 |
| January 23, 2026 | IWMiShares Russell 2000 ETF | ▼sold part of | $1,001 - $15,000 |
| January 23, 2026 | SLViShares Silver Trust | ▼sold | $1,001 - $15,000 |
| January 23, 2026 | PPLTabrdn Physical Platinum Shares ETF | ▼sold | $1,001 - $15,000 |
| January 23, 2026 | PALLabrdn Physical Palladium Shares ETF | ▼sold | $1,001 - $15,000 |
| January 23, 2026 | VNQIVanguard Global ex-U.S. Real Estate ETF | ▲bought | $1,001 - $15,000 |
| January 23, 2026 | TPYPTortoise Capital Series Trust Tortoise North Ameri | ▲bought | $1,001 - $15,000 |
| January 23, 2026 | LITPSprott Lithium Miners ETF | ▲bought | $1,001 - $15,000 |
| January 23, 2026 | RNWGXNew World Fund Inc. Cl R-6 | ▲bought | $1,001 - $15,000 |
| January 23, 2026 | JMBSJanus Henderson Mortgage-Backed Securities ETF | ▲bought | $1,001 - $15,000 |
| January 23, 2026 | IVViShares Core S&P 500 ETF | ▲bought | $1,001 - $15,000 |
| January 23, 2026 | CMBSiShares CMBS Bond ETF | ▲bought | $1,001 - $15,000 |
| January 23, 2026 | MBBiShares MBS ETF | ▲bought | $1,001 - $15,000 |
| January 23, 2026 | TBLLInvesco Short Term Treasury ETF | ▲bought | $1,001 - $15,000 |
| January 23, 2026 | GIGBGoldman Sachs Access Investment Grade Corporate Bo | ▲bought | $1,001 - $15,000 |
| January 23, 2026 | GEMGoldman Sachs ActiveBeta Emerging Markets Equity E | ▲bought | $1,001 - $15,000 |
| January 23, 2026 | FTGCFirst Trust Global Tactical Commodity Strategy Fun | ▲bought | $1,001 - $15,000 |
| January 23, 2026 | EIPIFirst Trust Exchange-Traded Fund VIII FT Energy In | ▲bought | $1,001 - $15,000 |
| January 15, 2026 | OMCOmnicom Group Inc | ▼sold part of | $1,001 - $15,000 |
| January 15, 2026 | VVisa Inc | ▲bought | $1,001 - $15,000 |
| January 15, 2026 | AAPLApple Inc | ▲bought | $1,001 - $15,000 |
| January 8, 2026 | MUMicron Technology | ▼sold part of | $1,001 - $15,000 |
| January 8, 2026 | LRCXLam Research Corp | ▼sold part of | $1,001 - $15,000 |
| January 8, 2026 | NFLXNetflix Inc | ▲bought | $1,001 - $15,000 |
| January 8, 2026 | XOMExxon Mobil Corp | ▲bought | $1,001 - $15,000 |
| January 8, 2026 | DISWalt Disney Company | ▲bought | $1,001 - $15,000 |
| December 31, 2025 | SMCISuper Micro Computer, Inc. | ▼sold | $1,001 - $15,000 |
| December 31, 2025 | IVWiShares S&P 500 Growth ETF | ▲bought | $1,001 - $15,000 |
| December 26, 2025 | KRESPDR S&P Regional Banking ETF | ▼sold | $1,001 - $15,000 |
| December 26, 2025 | IJRiShares Core S&P Small-Cap ETF | ▲bought | $1,001 - $15,000 |
| December 24, 2025 | SLViShares Silver Trust | ▼sold part of | $1,001 - $15,000 |
| December 24, 2025 | PPLTabrdn Physical Platinum Shares ETF | ▼sold part of | $1,001 - $15,000 |
| December 24, 2025 | PALLabrdn Physical Palladium Shares ETF | ▼sold part of | $1,001 - $15,000 |
| December 24, 2025 | SPYMState Street SPDR Portfolio S&P 500 ETF | ▲bought | $15,001 - $50,000 |
| December 17, 2025 | AAPLApple Inc | ▲bought | $1,001 - $15,000 |
| December 17, 2025 | MSFTMicrosoft Corp | ▲bought | $1,001 - $15,000 |
| December 17, 2025 | MSIMotorola Solutions, Inc. | ▼sold part of | $1,001 - $15,000 |
| December 17, 2025 | BSXBoston Scientific Corp | ▼sold part of | $1,001 - $15,000 |
| December 17, 2025 | WFCWells Fargo & Company | ▲bought | $1,001 - $15,000 |
| December 11, 2025 | TBLLInvesco Short Term Treasury ETF | ▼sold part of | $1,001 - $15,000 |
| December 11, 2025 | SMCISuper Micro Computer | ▲bought | $1,001 - $15,000 |
| December 11, 2025 | ANETArista Networks, Inc. | ▲bought | $1,001 - $15,000 |
| November 21, 2025 | VEAVanguard FTSE Developed Markets ETF | ▼sold part of | $1,001 - $15,000 |
| November 21, 2025 | VNQIVanguard Global ex-U.S. Real Estate ETF | ▼sold part of | $1,001 - $15,000 |
| November 21, 2025 | TPYPTortoise North Amer Pipeline Fund | ▼sold part of | $1,001 - $15,000 |
| November 21, 2025 | LLYEli Lilly and Company | ▼sold part of | $1,001 - $15,000 |
| November 21, 2025 | IVViShares Core S&P 500 ETF | ▼sold part of | $1,001 - $15,000 |
| November 21, 2025 | IWMiShares Russell 2000 ETF | ▼sold part of | $1,001 - $15,000 |
| November 21, 2025 | FISVFiserv Inc | ▼sold part of | $1,001 - $15,000 |
| November 21, 2025 | FTGCFirst Trust Global Tactical Commodity Strategy Fun | ▼sold part of | $1,001 - $15,000 |
| November 21, 2025 | EIPIFirst Trust Exchange-Traded Fund VIII FT Energy In | ▼sold part of | $1,001 - $15,000 |
| November 21, 2025 | VEAVanguard FTSE Developed Markets ETF | ▼sold part of | $1,001 - $15,000 |
| November 21, 2025 | VNQIVanguard Global ex-U.S. Real Estate ETF | ▼sold part of | $1,001 - $15,000 |
| November 21, 2025 | TPYPTortoise North Amer Pipeline Fund | ▼sold part of | $1,001 - $15,000 |
| November 21, 2025 | LLYEli Lilly and Company | ▼sold part of | $1,001 - $15,000 |
| November 21, 2025 | IVViShares Core S&P 500 ETF | ▼sold part of | $1,001 - $15,000 |
| November 21, 2025 | IWMiShares Russell 2000 ETF | ▼sold part of | $1,001 - $15,000 |
| November 21, 2025 | FISVFiserv Inc | ▼sold part of | $1,001 - $15,000 |
| November 21, 2025 | FTGCFirst Trust Global Tactical Commodity Strategy Fun | ▼sold part of | $1,001 - $15,000 |
| November 21, 2025 | EIPIFirst Trust Exchange-Traded Fund VIII FT Energy In | ▼sold part of | $1,001 - $15,000 |
| November 21, 2025 | MDYS&P Midcap 400 SPDR | ▲bought | $1,001 - $15,000 |
| November 21, 2025 | PYPLPaypal Holdings | ▲bought | $1,001 - $15,000 |
| November 21, 2025 | JMBSJanus Henderson Mortgage-Backed Securities ETF | ▲bought | $1,001 - $15,000 |
| November 21, 2025 | CMBSiShares CMBS Bond ETF | ▲bought | $1,001 - $15,000 |
| November 21, 2025 | MBBiShares MBS ETF | ▲bought | $1,001 - $15,000 |
| November 21, 2025 | GIGBGoldman Sachs Access Investment Grade Corporate Bo | ▲bought | $1,001 - $15,000 |
| November 20, 2025 | RNWGXNEW WORLD FUND INC - Class R-6 | ▼sold part of | $1,001 - $15,000 |
| November 20, 2025 | EFAiShares MSCI EAFE ETF | ▼sold part of | $1,001 - $15,000 |
| November 20, 2025 | GEMGoldman Sachs ActiveBeta Emerging Markets Equity E | ▼sold part of | $1,001 - $15,000 |
| November 20, 2025 | RNWAXAmerican Funds - New World Fund Inc Class R-1 Sh | ▼sold part of | $1,001 - $15,000 |
| November 20, 2025 | EFAiShares MSCI EAFE ETF | ▼sold part of | $1,001 - $15,000 |
| November 20, 2025 | GEMGoldman Sachs ActiveBeta Emerging Markets Equity E | ▼sold part of | $1,001 - $15,000 |
| November 20, 2025 | WWSYXWestwood Smallcap Fund Class Y | ▲bought | $1,001 - $15,000 |
| November 13, 2025 | CRMSalesforce Inc | ▼sold | $1,001 - $15,000 |
| November 13, 2025 | META | ▲bought | $1,001 - $15,000 |
| November 13, 2025 | CRMSalesforce Inc | ▼sold | $1,001 - $15,000 |
| November 13, 2025 | ANETArista Networks Inc | ▲bought | $1,001 - $15,000 |
| November 13, 2025 | AMZNAmazon.com Inc | ▲bought | $1,001 - $15,000 |
| November 6, 2025 | AAXJiShares MSCI All Country Asia ex Japan ETF | ▼sold | $1,001 - $15,000 |
| November 6, 2025 | AAXJiShares MSCI All Country Asia ex Japan ETF | ▼sold | $1,001 - $15,000 |
| November 6, 2025 | VEAVanguard FTSE Developed Markets ETF | ▲bought | $1,001 - $15,000 |