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| Date | Ticker | Asset | Action | Amount | Trade Price | 30D Price | 1M Return | Alpha | 1M Prediction |
|---|---|---|---|---|---|---|---|---|---|
Mar 4, 2026 | IBIT | Stock | Buy |
| $100,001 - $250,000 |
| $41.44 |
| $37.97 |
| -8.4% |
| -4.4% |
Jul 9, 2025 | IBIT | ETF | Buy | $100,001 - $250,000 | $63.58 | $66.13 | +4.0% | +1.9% |
Mar 19, 2025 | MO | Stock | Sell | $1,001 - $15,000 | $54.07 | $55.25 | +2.2% | +9.1% |
Mar 19, 2025 | SCHW | Stock | Sell | $15,001 - $50,000 | $77.77 | $75.22 | -3.3% | +3.6% |
Mar 19, 2025 | CMCSA | Stock | Sell | $1,001 - $15,000 | $32.49 | $30.89 | -4.9% | +2.0% |
Mar 19, 2025 | FAST | Stock | Sell | $15,001 - $50,000 | $37.44 | $39.95 | +6.7% | +13.6% |
Mar 19, 2025 | JNJ | Stock | Sell | $15,001 - $50,000 | $158.57 | $153.20 | -3.4% | +3.5% |
Mar 19, 2025 | LOW | Stock | Sell | $15,001 - $50,000 | $221.05 | $214.67 | -2.9% | +4.0% |
Mar 19, 2025 | MRK | Stock | Sell | $15,001 - $50,000 | $90.72 | $75.27 | -17.0% | -10.1% |
Mar 19, 2025 | MSFT | Stock | Sell | $15,001 - $50,000 | $384.87 | $364.99 | -5.2% | +1.7% |
Mar 19, 2025 | NSRGY | Stock | Sell | $1,001 - $15,000 | $99.22 | $104.38 | +5.2% | +12.1% |
Mar 19, 2025 | NTDOY | Stock | Sell | $15,001 - $50,000 | $17.68 | $18.06 | +2.1% | +9.0% |
Mar 19, 2025 | NSC | Stock | Sell | $15,001 - $50,000 | $229.97 | $215.45 | -6.3% | +0.6% |
Mar 19, 2025 | NOC | Stock | Sell | $15,001 - $50,000 | $483.75 | $531.84 | +9.9% | +16.8% |
Mar 19, 2025 | PAYX | Stock | Sell | $15,001 - $50,000 | $142.50 | $139.96 | -1.8% | +5.1% |
Mar 19, 2025 | PM | Stock | Sell | $15,001 - $50,000 | $149.02 | $159.03 | +6.7% | +13.6% |
Mar 19, 2025 | PGR | Stock | Sell | $15,001 - $50,000 | $256.67 | $249.40 | -2.8% | +4.1% |
Mar 19, 2025 | SBUX | Stock | Sell | $15,001 - $50,000 | $96.53 | $79.31 | -17.8% | -10.9% |
Mar 19, 2025 | TEL | Stock | Sell | $15,001 - $50,000 | $146.15 | $127.83 | -12.5% | -5.6% |
Mar 19, 2025 | TXN | Stock | Sell | $15,001 - $50,000 | $176.18 | $143.90 | -18.3% | -11.4% |
Mar 19, 2025 | UPS | Stock | Sell | $1,001 - $15,000 | $109.96 | $90.26 | -17.9% | -11.0% |
Mar 18, 2025 | APD | Stock | Sell | $15,001 - $50,000 | $284.24 | $257.64 | -9.4% | -3.5% |
Mar 18, 2025 | BABA | Stock | Sell | $1,001 - $15,000 | $140.37 | $107.06 | -23.7% | -17.8% |
Mar 18, 2025 | AMX | Stock | Sell | $1,001 - $15,000 | $14.10 | $15.88 | +12.6% | +18.4% |
Mar 18, 2025 | AAPL | Stock | Sell | $15,001 - $50,000 | $211.77 | $196.13 | -7.4% | -1.5% |
Mar 18, 2025 | ASX | Stock | Sell | $1,001 - $15,000 | $9.41 | $7.80 | -17.1% | -11.2% |
Mar 18, 2025 | ASMVY | Stock | Sell | $1,001 - $15,000 | $22.71 | $18.30 | -19.4% | -13.5% |
Mar 18, 2025 | SAN | Stock | Sell | $1,001 - $15,000 | $7.02 | $6.62 | -5.7% | +0.1% |
Mar 18, 2025 | BBSEY | Stock | Sell | $1,001 - $15,000 | $6.68 | $6.57 | -1.7% | +4.2% |
Mar 18, 2025 | BDVSY | Stock | Sell | $1,001 - $15,000 | $26.12 | $24.15 | -7.5% | -1.6% |
Mar 18, 2025 | BLK | Stock | Sell | $15,001 - $50,000 | $939.26 | $858.10 | -8.6% | -2.8% |
Mar 18, 2025 | CX | Stock | Sell | $1,001 - $15,000 | $6.04 | $5.37 | -11.0% | -5.2% |
Mar 18, 2025 | CVX | Stock | Sell | $15,001 - $50,000 | $153.88 | $131.93 | -14.3% | -8.4% |
Mar 18, 2025 | TBBK | Stock | Sell | $1,001 - $15,000 | $52.58 | $45.60 | -13.3% | -7.4% |
Mar 18, 2025 | CIHKY | Stock | Sell | $1,001 - $15,000 | $31.13 | $26.57 | -14.6% | -8.7% |
Mar 18, 2025 | CINF | Stock | Sell | $1,001 - $15,000 | $142.59 | $130.04 | -8.8% | -2.9% |
Mar 18, 2025 | CSCO | Stock | Sell | $15,001 - $50,000 | $58.87 | $54.80 | -6.9% | -1.0% |
Mar 18, 2025 | CCI | Stock | Sell | $1,001 - $15,000 | $100.22 | $98.93 | -1.3% | +4.6% |
Mar 18, 2025 | DEO | Stock | Sell | $1,001 - $15,000 | $105.37 | $106.78 | +1.3% | +7.2% |
Mar 18, 2025 | D | Stock | Sell | $15,001 - $50,000 | $52.35 | $50.82 | -2.9% | +3.0% |
Mar 18, 2025 | USAU | Stock | Sell | $1,001 - $15,000 | $9.84 | $9.98 | +1.4% | +7.3% |
Mar 18, 2025 | GOFPY | Stock | Sell | $1,001 - $15,000 | $9.35 | $10.57 | +13.1% | +18.9% |
Mar 18, 2025 | HEGIY | Stock | Sell | $1,001 - $15,000 | $14.39 | $12.95 | -10.0% | -4.1% |
Mar 18, 2025 | HIMX | Stock | Sell | $1,001 - $15,000 | $9.09 | $6.22 | -31.6% | -25.7% |
Mar 18, 2025 | INFY | Stock | Sell | $1,001 - $15,000 | $17.92 | $15.68 | -12.5% | -6.6% |
Mar 18, 2025 | JD | Stock | Sell | $1,001 - $15,000 | $43.63 | $34.72 | -20.4% | -14.5% |
Mar 18, 2025 | KPCPY | Stock | Sell | $1,001 - $15,000 | $16.81 | $17.21 | +2.4% | +8.3% |
Mar 18, 2025 | KB | Stock | Sell | $1,001 - $15,000 | $54.65 | $55.26 | +1.1% | +7.0% |
Mar 18, 2025 | KCDMY | Stock | Sell | $1,001 - $15,000 | $7.82 | $8.01 | +2.5% | +8.4% |
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