| NVST Envista | $18.15 -0.5% | Sale $1,001 - $15,000 | 6/6/2024 | 6/6/2024 | -1.6%
|
| LHX L3Harris Technologies | $221.40 -0.2% | Sale $1,001 - $15,000 | 6/5/2024 | 6/4/2024 | -2.4%
|
| EFA iShares MSCI EAFE ETF | $81.21 -0.1% | Sale (Partial) $1,001 - $15,000 | 6/5/2024 | 5/31/2024 | 0.0%
|
| GIGB Goldman Sachs Access Investment Grade Corporate Bond ETF | $45.05 -0.2% | Purchase $1,001 - $15,000 | 6/5/2024 | 5/31/2024 | -0.1%
|
| IVW iShares S&P 500 Growth ETF | $89.34 +0.4% | Sale (Partial) $1,001 - $15,000 | 6/5/2024 | 5/31/2024 | +3.2%
|
| TGT Target | $148.52 +1.7% | Purchase $1,001 - $15,000 | 6/3/2024 | 5/22/2024 | +3.6%
|
| NVDA NVIDIA | $121.79 -89.9% | Purchase $1,001 - $15,000 | 5/23/2024 | 5/22/2024 | +28.3%
|
| HTGC Hercules Capital | $19.85 +0.3% | Purchase $1,001 - $15,000 | 6/6/2024 | 5/21/2024 | +1.0%
|
| NVDA NVIDIA | $121.79 -89.9% | Sale $50,001 - $100,000 | 5/22/2024 | 5/21/2024 | +27.7%
|
| AMD Advanced Micro Devices | $160.34 -4.5% | Purchase $1,001 - $15,000 | 5/21/2024 | 5/21/2024 | -2.6%
|
| KMI Kinder Morgan | $19.81 +1.0% | Purchase $1,001 - $15,000 | 5/21/2024 | 5/21/2024 | +0.4%
|
| CAT Caterpillar | $329.46 +0.2% | Purchase $1,001 - $15,000 | 5/21/2024 | 5/21/2024 | -8.3%
|
| SCHW Charles Schwab | $74.11 +0.2% | Purchase $1,001 - $15,000 | 5/21/2024 | 5/21/2024 | -6.1%
|
| SO Southern | $78.97 +1.3% | Purchase $1,001 - $15,000 | 5/21/2024 | 5/21/2024 | -1.0%
|
| AAPL Apple | $193.12 -1.9% | Purchase $1,001 - $15,000 | 5/21/2024 | 5/21/2024 | +0.4%
|
| ET Energy Transfer | $15.70 +1.4% | Purchase $1,001 - $15,000 | 6/6/2024 | 5/20/2024 | -2.8%
|
| MSFT Microsoft | $427.87 +0.9% | Sale $1,001 - $15,000 | 5/22/2024 | 5/17/2024 | +1.8%
|
| LOW Lowe's Companies | $218.16 +0.7% | Sale $1,001 - $15,000 | 5/22/2024 | 5/17/2024 | -5.6%
|
| GOOGL Alphabet | $175.01 +0.3% | Sale $1,001 - $15,000 | 5/22/2024 | 5/17/2024 | -0.6%
|
| CVS CVS Health | $60.29 -2.4% | Sale $1,001 - $15,000 | 5/22/2024 | 5/17/2024 | +4.5%
|
| AZO AutoZone | $2,780.95 -0.7% | Sale $1,001 - $15,000 | 5/22/2024 | 5/17/2024 | -4.7%
|
| ACN Accenture | $290.34 +0.7% | Sale $1,001 - $15,000 | 5/22/2024 | 5/17/2024 | -4.4%
|
| AMZN Amazon.com | $187.06 +1.5% | Purchase $15,001 - $50,000 | 5/22/2024 | 5/17/2024 | +1.3%
|
| J Jacobs Solutions | $140.02 +0.7% | Sale $1,001 - $15,000 | 5/22/2024 | 5/17/2024 | +2.6%
|
| ABNB Airbnb | $148.07 +1.0% | Sale $1,001 - $15,000 | 5/22/2024 | 5/17/2024 | +1.7%
|
| EFAD ProShares MSCI EAFE Dividend Growers ETF | $38.65 0.0% | Sale (Full) $1,001 - $15,000 | 6/3/2024 | 5/16/2024 | -0.6%
|
| FDRR Fidelity Dividend ETF for Rising Rates | $47.91 -0.1% | Sale (Partial) $1,001 - $15,000 | 6/3/2024 | 5/16/2024 | +1.3%
|
| PRF Invesco FTSE RAFI US 1000 ETF | $37.97 +0.2% | Sale (Full) $1,001 - $15,000 | 6/3/2024 | 5/16/2024 | -1.3%
|
| ICOW Pacer Developed Markets International Cash Cows 100 ETF | $32.25 +0.4% | Purchase $1,001 - $15,000 | 6/3/2024 | 5/16/2024 | -1.6%
|
| COWZ Pacer US Cash Cows 100 ETF | $54.88 +0.4% | Purchase $1,001 - $15,000 | 6/3/2024 | 5/16/2024 | -1.8%
|
| VEA Vanguard FTSE Developed Markets ETF | $50.62 +0.1% | Purchase $1,001 - $15,000 | 6/3/2024 | 5/16/2024 | -0.6%
|
| VIG Vanguard Dividend Appreciation ETF | $181.74 +0.2% | Purchase $1,001 - $15,000 | 6/3/2024 | 5/16/2024 | -1.0%
|
| ARLP Alliance Resource Partners | $24.82 +0.9% | Purchase $1,001 - $15,000 | 6/6/2024 | 5/15/2024 | +8.8%
|
| NWN Northwest Natural | $35.99 -0.4% | Purchase $1,001 - $15,000 | 6/6/2024 | 5/15/2024 | -5.7%
|
| PG Procter & Gamble | $167.35 +0.2% | Purchase $1,001 - $15,000 | 6/5/2024 | 5/15/2024 | +0.5%
|
| SMDV ProShares Russell 2000 Dividend Growers ETF | $61.47 -0.7% | Sale (Full) $1,001 - $15,000 | 6/3/2024 | 5/15/2024 | -5.8%
|
| CALF Pacer US Small Cap Cash Cows 100 ETF | $44.94 -0.1% | Purchase $1,001 - $15,000 | 6/3/2024 | 5/15/2024 | -4.4%
|
| MOO VanEck Agribusiness ETF | $71.42 -0.2% | Sale (Full) $1,001 - $15,000 | 6/3/2024 | 5/14/2024 | -4.4%
|
| SRVR Pacer Data & Infrastructure Real Estate ETF | $27.56 +0.2% | Purchase $1,001 - $15,000 | 6/3/2024 | 5/14/2024 | 0.0%
|
| SLB Schlumberger | $44.98 +1.0% | Sale (Full) $1,001 - $15,000 | 5/23/2024 | 5/14/2024 | -7.5%
|
| IFF International Flavors & Fragrances | $96.83 -1.7% | Sale (Full) $15,001 - $50,000 | 5/23/2024 | 5/14/2024 | +0.2%
|
| CCL Carnival Co. & | $16.53 -1.0% | Sale (Full) $1,001 - $15,000 | 5/23/2024 | 5/14/2024 | +13.9%
|
| SOLV Solventum | $56.71 +0.5% | Sale (Full) $1,001 - $15,000 | 5/23/2024 | 5/14/2024 | -12.8%
|
| CCI Crown Castle | $99.89 -0.7% | Purchase $1,001 - $15,000 | 6/6/2024 | 5/10/2024 | +0.4%
|
| NGL NGL Energy Partners | $5.50 +0.5% | Sale $15,001 - $50,000 | 5/14/2024 | 5/10/2024 | -3.9%
|
| TTE TotalEnergies | $70.39 +0.9% | Sale (Full) $1,001 - $15,000 | 6/3/2024 | 5/9/2024 | -4.5%
|
| EMR Emerson Electric | $108.75 +0.7% | Purchase $1,001 - $15,000 | 6/3/2024 | 5/9/2024 | -5.9%
|
| OXY Occidental Petroleum | $60.48 +2.1% | Purchase $1,001 - $15,000 | 6/3/2024 | 5/9/2024 | -5.9%
|
| ATKR Atkore | $140.44 -0.7% | Sale (Full) $1,001 - $15,000 | 6/3/2024 | 5/9/2024 | -13.0%
|
| SBUX Starbucks | $81.60 +0.2% | Sale (Full) $1,001 - $15,000 | 6/3/2024 | 5/9/2024 | +7.8%
|
| IWB iShares Russell 1000 ETF | $293.06 +0.3% | Sale (Partial) $100,001 - $250,000 | 6/7/2024 | 5/8/2024 | +3.1%
|
| T AT&T | $17.86 -1.3% | Sale $1,001 - $15,000 | 6/5/2024 | 5/8/2024 | +4.4%
|
| YUM Yum! Brands | $137.81 -1.5% | Sale $15,001 - $50,000 | 6/5/2024 | 5/8/2024 | +0.6%
|
| CMCSA Comcast | $38.79 -0.4% | Sale $1,001 - $15,000 | 6/5/2024 | 5/8/2024 | -0.7%
|
| COKE Coca-Cola Consolidated | $1,014.04 -0.7% | Sale $1,001 - $15,000 | 6/5/2024 | 5/8/2024 | +7.3%
|
| CMCSA Comcast | $38.79 -0.4% | Sale $15,001 - $50,000 | 6/5/2024 | 5/8/2024 | -0.7%
|
| MCK McKesson | $591.69 +0.8% | Sale $15,001 - $50,000 | 6/5/2024 | 5/8/2024 | +8.9%
|
| YUM Yum! Brands | $137.81 -1.5% | Sale $1,001 - $15,000 | 6/5/2024 | 5/8/2024 | +0.6%
|
| DEO Diageo | $132.96 -2.3% | Sale (Full) $15,001 - $50,000 | 6/6/2024 | 5/8/2024 | -5.7%
|
| BRP The Baldwin Insurance Group | $34.19 +0.9% | Sale $500,001 - $1,000,000 | 6/2/2024 | 5/8/2024 | +8.9%
|
| NGL NGL Energy Partners | $5.50 +0.5% | Sale $250,001 - $500,000 | 5/14/2024 | 5/7/2024 | -6.0%
|
| ET Energy Transfer | $15.70 +1.4% | Purchase $1,001 - $15,000 | 6/6/2024 | 5/2/2024 | -0.5%
|
| ET Energy Transfer | $15.70 +1.4% | Purchase $1,001 - $15,000 | 6/6/2024 | 5/1/2024 | +1.4%
|
| KEY KeyCorp | $13.67 -1.9% | Sale (Full) $50,001 - $100,000 | 5/15/2024 | 4/30/2024 | -5.7%
|
| OXY Occidental Petroleum | $60.48 +2.1% | Sale (Full) $15,001 - $50,000 | 5/15/2024 | 4/30/2024 | -8.6%
|
| WBA Walgreens Boots Alliance | $15.94 +0.6% | Sale (Full) $50,001 - $100,000 | 5/15/2024 | 4/30/2024 | -10.1%
|
| CVX Chevron | $156.75 +0.4% | Sale (Full) $100,001 - $250,000 | 5/15/2024 | 4/30/2024 | -2.8%
|
| XOM Exxon Mobil | $113.09 +0.3% | Sale (Full) $50,001 - $100,000 | 5/15/2024 | 4/30/2024 | -4.3%
|
| NVDA NVIDIA | $121.79 -89.9% | Sale (Full) $15,001 - $50,000 | 5/15/2024 | 4/30/2024 | +41.0%
|
| HUMA Humacyte | $7.20 -1.0% | Sale (Partial) $50,001 - $100,000 | 5/15/2024 | 4/30/2024 | +83.7%
|
| PYPL PayPal | $67.09 -0.3% | Purchase $1,001 - $15,000 | 5/15/2024 | 4/30/2024 | -1.2%
|
| SBLK Star Bulk Carriers | $25.20 -1.5% | Sale (Full) $50,001 - $100,000 | 5/15/2024 | 4/30/2024 | +3.6%
|
| SSBK Southern States Bancshares | $26.01 +0.2% | Sale (Full) $50,001 - $100,000 | 5/15/2024 | 4/30/2024 | +7.6%
|
| GOGL Golden Ocean Group | $13.41
| Sale (Full) $50,001 - $100,000 | 5/15/2024 | 4/30/2024 | -4.8%
|
| JPM JPMorgan Chase & Co. | $199.56 -0.2% | Purchase $1,001 - $15,000 | 5/12/2024 | 4/30/2024 | +4.0%
|
| ET Energy Transfer | $15.70 +1.4% | Purchase $1,001 - $15,000 | 5/6/2024 | 4/30/2024 | -0.2%
|
| FICO Fair Isaac | $1,309.89 0.0% | Purchase $1,001 - $15,000 | 5/15/2024 | 4/29/2024 | +14.4%
|
| CTSH Cognizant Technology Solutions | $67.25 +2.0% | Sale $1,001 - $15,000 | 5/15/2024 | 4/29/2024 | +1.1%
|
| ADBE Adobe | $459.94 -1.2% | Sale $1,001 - $15,000 | 5/15/2024 | 4/29/2024 | -2.8%
|
| WDAY Workday | $212.73 -1.3% | Sale $1,001 - $15,000 | 5/15/2024 | 4/29/2024 | -14.5%
|
| VRT Vertiv | $91.30 +4.1% | Purchase $1,001 - $15,000 | 5/15/2024 | 4/29/2024 | -3.7%
|
| FCX Freeport-McMoRan | $50.01 +1.5% | Purchase $1,001 - $15,000 | 5/15/2024 | 4/29/2024 | -4.6%
|
| SHOP Shopify | $63.10 +2.5% | Sale $1,001 - $15,000 | 5/15/2024 | 4/29/2024 | -12.9%
|
| GOOG Alphabet | $176.63 +0.4% | Purchase $1,001 - $15,000 | 5/15/2024 | 4/29/2024 | +5.2%
|
| TSLA Tesla | $173.79 -2.1% | Purchase $1,001 - $15,000 | 5/15/2024 | 4/29/2024 | -10.4%
|
| QCOM QUALCOMM | $209.35 +1.3% | Purchase $1,001 - $15,000 | 5/15/2024 | 4/29/2024 | +23.7%
|
| MMM 3M | $100.63 -0.2% | Sale (Full) $15,001 - $50,000 | 5/15/2024 | 4/29/2024 | +9.2%
|
| SWKS Skyworks Solutions | $93.52 +3.0% | Purchase $15,001 - $50,000 | 5/15/2024 | 4/29/2024 | -13.3%
|
| QCOM QUALCOMM | $209.35 +1.3% | Purchase $15,001 - $50,000 | 5/15/2024 | 4/29/2024 | +23.7%
|
| CLX Clorox | $131.71 -0.9% | Purchase $1,001 - $15,000 | 5/15/2024 | 4/29/2024 | -11.6%
|
| PAC Grupo Aeroportuario del Pacífico | $165.02 +2.1% | Sale (Full) $1,001 - $15,000 | 5/15/2024 | 4/29/2024 | -10.7%
|
| CCL Carnival Co. & | $16.53 -1.0% | Purchase $1,001 - $15,000 | 5/15/2024 | 4/29/2024 | +9.2%
|
| CVX Chevron | $156.75 +0.4% | Purchase $1,001 - $15,000 | 5/15/2024 | 4/29/2024 | -5.8%
|
| LSCC Lattice Semiconductor | $61.45 +1.1% | Purchase $1,001 - $15,000 | 5/15/2024 | 4/29/2024 | -20.0%
|
| GOOG Alphabet | $176.63 +0.4% | Purchase $1,001 - $15,000 | 5/15/2024 | 4/26/2024 | +1.7%
|
| CWEN Clearway Energy | $27.33 +1.4% | Purchase $15,001 - $50,000 | 5/8/2024 | 4/26/2024 | +18.1%
|
| TEX Terex | $56.53 -0.2% | Sale $1,001 - $15,000 | 5/15/2024 | 4/25/2024 | -5.5%
|
| HLMN Hillman Solutions | $8.90 +0.9% | Purchase $1,001 - $15,000 | 5/15/2024 | 4/25/2024 | -8.1%
|
| NGL NGL Energy Partners | $5.50 +0.5% | Sale $100,001 - $250,000 | 5/7/2024 | 4/25/2024 | -6.5%
|
| UBER Uber Technologies | $68.60 -1.0% | Sale $1,001 - $15,000 | 5/15/2024 | 4/24/2024 | -1.1%
|
| TSLA Tesla | $173.79 -2.1% | Purchase $1,001 - $15,000 | 5/15/2024 | 4/24/2024 | +7.2%
|
| JPM JPMorgan Chase & Co. | $199.56 -0.2% | Purchase $15,001 - $50,000 | 5/7/2024 | 4/24/2024 | +3.4%
|
| HXL Hexcel | $66.17 -0.6% | Sale $15,001 - $50,000 | 5/7/2024 | 4/24/2024 | +4.6%
|
| QCOM QUALCOMM | $209.35 +1.3% | Purchase $1,001 - $15,000 | 5/1/2024 | 4/24/2024 | +27.9%
|
| GS The Goldman Sachs Group | $453.76 -0.3% | Purchase $1,001 - $15,000 | 5/1/2024 | 4/24/2024 | +7.3%
|
| BRK.B Berkshire Hathaway | $410.81 -0.7% | Purchase $1,001 - $15,000 | 5/1/2024 | 4/24/2024 | +1.2%
|
| HD Home Depot | $332.75 +1.7% | Purchase $1,001 - $15,000 | 5/1/2024 | 4/24/2024 | 0.0%
|
| TSCO Tractor Supply | $273.62 +1.0% | Purchase $1,001 - $15,000 | 5/1/2024 | 4/24/2024 | +6.0%
|
| HSY Hershey | $191.19 -2.5% | Purchase $1,001 - $15,000 | 5/1/2024 | 4/24/2024 | +1.6%
|
| MSFT Microsoft | $427.87 +0.9% | Purchase $1,001 - $15,000 | 5/1/2024 | 4/24/2024 | +4.6%
|
| JPM JPMorgan Chase & Co. | $199.56 -0.2% | Sale (Partial) $1,001 - $15,000 | 5/13/2024 | 4/23/2024 | +3.9%
|
| MSFT Microsoft | $427.87 +0.9% | Sale (Partial) $1,001 - $15,000 | 5/13/2024 | 4/23/2024 | +5.0%
|
| AAPL Apple | $193.12 -1.9% | Sale (Partial) $1,001 - $15,000 | 5/13/2024 | 4/23/2024 | +15.7%
|
| FMAO Farmers & Merchants Bancorp | $22.70 +13.2% | Purchase $1,001 - $15,000 | 4/20/2024 | 4/20/2024 | +8.1%
|
| ILMN Illumina | $109.82 -3.4% | Purchase $1,001 - $15,000 | 5/30/2024 | 4/19/2024 | -6.5%
|
| NKE NIKE | $96.01 -0.6% | Sale $1,001 - $15,000 | 5/30/2024 | 4/19/2024 | +1.6%
|
| KMB Kimberly-Clark | $135.51 +0.8% | Purchase $1,001 - $15,000 | 5/15/2024 | 4/18/2024 | +7.9%
|
| NTES NetEase | $94.16 +0.3% | Sale (Full) $1,001 - $15,000 | 5/15/2024 | 4/18/2024 | +1.8%
|
| ZTO ZTO Express (Cayman) | $23.77 +0.5% | Purchase $1,001 - $15,000 | 5/15/2024 | 4/17/2024 | +23.1%
|
| MSFT Microsoft | $427.87 +0.9% | Sale $1,001 - $15,000 | 5/5/2024 | 4/17/2024 | +3.9%
|
| ZTO ZTO Express (Cayman) | $23.77 +0.5% | Purchase $1,001 - $15,000 | 5/15/2024 | 4/16/2024 | +22.8%
|
| JMBS Janus Henderson Mortgage-Backed Securities ETF | $44.32
| Purchase $1,001 - $15,000 | 5/7/2024 | 4/16/2024 | +1.8%
|
| CMBS iShares CMBS ETF | $46.57 -0.2% | Sale (Partial) $1,001 - $15,000 | 5/7/2024 | 4/16/2024 | +1.2%
|
| HTGC Hercules Capital | $19.85 +0.3% | Purchase $1,001 - $15,000 | 5/6/2024 | 4/16/2024 | +10.3%
|
| DAVA Endava | $25.79 -1.7% | Purchase $1,001 - $15,000 | 5/15/2024 | 4/15/2024 | -15.7%
|
| ADC Agree Realty | $60.07 -1.8% | Purchase $1,001 - $15,000 | 5/15/2024 | 4/15/2024 | +7.9%
|
| SHLS Shoals Technologies Group | $6.81
| Purchase $1,001 - $15,000 | 5/15/2024 | 4/15/2024 | -21.9%
|
| OCFC OceanFirst Financial | $14.30 -0.7% | Purchase $1,001 - $15,000 | 5/15/2024 | 4/15/2024 | -2.7%
|
| BNTX BioNTech | $97.98 -2.4% | Purchase $1,001 - $15,000 | 5/15/2024 | 4/15/2024 | +11.5%
|
| FOXF Fox Factory | $45.63 +2.3% | Purchase $1,001 - $15,000 | 5/15/2024 | 4/15/2024 | +8.2%
|
| INTA Intapp | $35.20 +1.3% | Purchase $1,001 - $15,000 | 5/15/2024 | 4/15/2024 | +13.3%
|
| GS The Goldman Sachs Group | $453.76 -0.3% | Sale (Partial) $250,001 - $500,000 | 4/24/2024 | 4/15/2024 | +13.2%
|
| EFA iShares MSCI EAFE ETF | $81.21 -0.1% | Sale (Partial) $15,001 - $50,000 | 5/7/2024 | 4/11/2024 | +3.4%
|
| SCZ iShares MSCI EAFE Small-Cap ETF | $63.84 +0.5% | Purchase $15,001 - $50,000 | 5/7/2024 | 4/11/2024 | +1.9%
|
| VLO Valero Energy | $154.59 +0.1% | Sale (Partial) $1,001 - $15,000 | 4/30/2024 | 4/11/2024 | -12.7%
|
| ENB Enbridge | $35.67 -0.3% | Purchase $1,001 - $15,000 | 4/30/2024 | 4/11/2024 | +3.2%
|
| NSRGY Nestlé | $106.80 -2.0% | Purchase $1,001 - $15,000 | 5/15/2024 | 4/10/2024 | +4.0%
|
| IBM International Business Machines | $170.38 +0.2% | Sale $1,001 - $15,000 | 5/2/2024 | 4/10/2024 | -8.4%
|
| MRK Merck & Co., Inc. | $131.50 +0.6% | Sale $1,001 - $15,000 | 5/2/2024 | 4/10/2024 | +3.8%
|
| ABBV AbbVie | $170.43 +0.6% | Sale $1,001 - $15,000 | 5/2/2024 | 4/10/2024 | +0.9%
|
| HON Honeywell International | $210.74 +0.9% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +7.7%
|
| NVDA NVIDIA | $121.79 -89.9% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +39.9%
|
| ACN Accenture | $290.34 +0.7% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -10.5%
|
| RTX RTX | $107.08 -1.0% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +5.6%
|
| DE Deere & Company | $368.30 -0.1% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -10.6%
|
| CRM Salesforce | $241.92 +0.0% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -19.3%
|
| MPC Marathon Petroleum | $174.34 -0.4% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -17.4%
|
| ELV Elevance Health | $536.25 -0.2% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +5.7%
|
| NKE NIKE | $96.01 -0.6% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +7.9%
|
| DHR Danaher | $264.68 +0.6% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +7.7%
|
| EL Estée Lauder Companies | $118.82 -1.4% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -17.9%
|
| CSX CSX | $32.93 +0.5% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -7.0%
|
| VFC V.F. | $13.17 -3.1% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -2.5%
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| INTU Intuit | $567.24 -1.2% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -9.7%
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| FMC FMC | $54.99 -2.9% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -11.6%
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| HSY Hershey | $191.19 -2.5% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -0.5%
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| ADI Analog Devices | $235.37 +0.3% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +19.9%
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| NOW ServiceNow | $709.15 +1.5% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -7.7%
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| PEP PepsiCo | $165.90 -3.0% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -1.8%
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| NI NiSource | $28.43 +0.5% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +4.1%
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| FTNT Fortinet | $60.09 +0.6% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -11.8%
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| BKNG Booking | $3,788.72 -0.6% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +5.6%
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| LLY Eli Lilly and Company | $865.86 +1.9% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +13.8%
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| AVGO Broadcom | $1,440.47 +2.4% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +8.9%
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| NFLX Netflix | $644.50 +0.5% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +4.2%
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| PG Procter & Gamble | $167.35 +0.2% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +6.4%
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| MSFT Microsoft | $427.87 +0.9% | Sale $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | +1.1%
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| DG Dollar General | $127.72 +0.9% | Purchase $1,001 - $15,000 | 4/25/2024 | 4/10/2024 | -17.4%
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| CVX Chevron | $156.75 +0.4% | Sale $15,001 - $50,000 | 4/11/2024 | 4/10/2024 | -3.6%
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| KMI Kinder Morgan | $19.81 +1.0% | Sale $1,001 - $15,000 | 4/11/2024 | 4/10/2024 | +8.4%
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| T AT&T | $17.86 -1.3% | Sale $1,001 - $15,000 | 4/11/2024 | 4/10/2024 | +6.8%
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| ET Energy Transfer | $15.70 +1.4% | Sale $1,001 - $15,000 | 4/11/2024 | 4/10/2024 | -0.6%
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| XOM Exxon Mobil | $113.09 +0.3% | Sale $15,001 - $50,000 | 4/11/2024 | 4/10/2024 | -7.5%
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| RTX RTX | $107.08 -1.0% | Sale (Full) $15,001 - $50,000 | 5/20/2024 | 4/9/2024 | +5.4%
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| UL Unilever | $55.60 0.0% | Sale (Full) $1,001 - $15,000 | 5/20/2024 | 4/9/2024 | +14.9%
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| DHR Danaher | $264.68 +0.6% | Sale (Full) $15,001 - $50,000 | 5/20/2024 | 4/9/2024 | +5.9%
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| NVS Novartis | $105.38 +0.0% | Sale (Partial) $1,001 - $15,000 | 5/20/2024 | 4/9/2024 | +10.0%
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| IR Ingersoll Rand | $91.19 +2.3% | Sale (Full) $1,001 - $15,000 | 5/20/2024 | 4/9/2024 | -2.5%
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| AMP Ameriprise Financial | $428.47 +0.4% | Purchase $50,001 - $100,000 | 5/14/2024 | 4/9/2024 | -0.3%
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| SPGI S&P Global | $430.23 +0.3% | Sale (Partial) $1,001 - $15,000 | 5/13/2024 | 4/9/2024 | -1.1%
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| MSFT Microsoft | $427.87 +0.9% | Sale (Partial) $1,001 - $15,000 | 5/13/2024 | 4/9/2024 | +0.4%
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| GWW W.W. Grainger | $897.36 +0.6% | Sale (Partial) $1,001 - $15,000 | 5/13/2024 | 4/9/2024 | -11.0%
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| AAPL Apple | $193.12 -1.9% | Sale (Partial) $1,001 - $15,000 | 5/13/2024 | 4/9/2024 | +13.8%
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| ASC Ardmore Shipping | $22.53 +2.1% | Purchase $1,001 - $15,000 | 5/6/2024 | 4/9/2024 | +43.2%
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| BRP The Baldwin Insurance Group | $34.19 +0.9% | Sale $1,001 - $15,000 | 4/23/2024 | 4/9/2024 | +19.3%
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| FAST Fastenal | $63.38 -0.8% | Sale $1,001 - $15,000 | 5/15/2024 | 4/5/2024 | -17.3%
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| IART Integra LifeSciences | $30.65 -0.5% | Sale $1,001 - $15,000 | 5/15/2024 | 4/5/2024 | -9.9%
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| FNA Paragon 28 | $6.81 +1.0% | Purchase $1,001 - $15,000 | 5/15/2024 | 4/5/2024 | -34.4%
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| NTES NetEase | $94.16 +0.3% | Purchase $1,001 - $15,000 | 5/15/2024 | 4/5/2024 | -2.7%
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| CBSH Commerce Bancshares | $53.60 -1.2% | Purchase $1,001 - $15,000 | 5/15/2024 | 4/5/2024 | +1.2%
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| MSI Motorola Solutions | $373.80 +0.7% | Purchase $1,001 - $15,000 | 5/15/2024 | 4/5/2024 | +6.1%
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| DECK Deckers Outdoor | $1,056.26 +1.1% | Purchase $1,001 - $15,000 | 5/15/2024 | 4/5/2024 | +20.1%
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| QLYS Qualys | $136.66 +0.5% | Purchase $1,001 - $15,000 | 5/15/2024 | 4/5/2024 | -17.1%
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| LSCC Lattice Semiconductor | $61.45 +1.1% | Purchase $1,001 - $15,000 | 5/15/2024 | 4/5/2024 | -18.0%
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| LULU Lululemon Athletica | $318.26 +0.1% | Purchase $1,001 - $15,000 | 5/15/2024 | 4/5/2024 | -10.8%
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| SWKS Skyworks Solutions | $93.52 +3.0% | Sale (Full) $15,001 - $50,000 | 5/15/2024 | 4/5/2024 | -11.3%
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| ODFL Old Dominion Freight Line | $171.12 +1.5% | Purchase $1,001 - $15,000 | 5/15/2024 | 4/5/2024 | -23.8%
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| SNPS Synopsys | $576.18 +0.8% | Purchase $1,001 - $15,000 | 5/15/2024 | 4/5/2024 | +0.1%
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| BRO Brown & Brown | $89.64 -0.7% | Purchase $1,001 - $15,000 | 5/15/2024 | 4/5/2024 | +5.3%
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