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| Date | Ticker | Asset | Action | Amount | Trade Price | 30D Price | 1M Return | Alpha | 1M Prediction |
|---|---|---|---|---|---|---|---|---|---|
Dec 31, 2025 | SOLV | Stock | Sell |
| $15,001 - $50,000 |
| $79.24 |
| $76.97 |
| -2.9% |
| -4.3% |
Dec 31, 2025 | KD | Stock | Sell | $1,001 - $15,000 | $26.56 | $23.00 | -13.4% | -14.9% |
Dec 31, 2025 | PFE | Stock | Sell | $100,001 - $250,000 | $24.49 | $26.44 | +8.0% | +6.5% |
Dec 31, 2025 | SFL | Stock | Sell | $15,001 - $50,000 | $7.81 | $8.86 | +13.4% | +12.0% |
Jun 23, 2025 | INTC | Stock | Sell | $15,001 - $50,000 | $21.19 | $23.49 | +10.9% | +5.2% |
Jun 23, 2025 | LAZ | Stock | Sell | $50,001 - $100,000 | $44.42 | $53.86 | +21.3% | +15.6% |
Jun 23, 2025 | L | Stock | Buy | $50,001 - $100,000 | $90.56 | $91.90 | +1.5% | -4.2% |
Jun 23, 2025 | MKL | Stock | Buy | $15,001 - $50,000 | $1984.74 | $2023.73 | +2.0% | -3.7% |
Jun 23, 2025 | MKL | Stock | Buy | $50,001 - $100,000 | $1984.74 | $2023.73 | +2.0% | -3.7% |
Jun 23, 2025 | SFNC | Stock | Sell | $100,001 - $250,000 | $18.23 | $19.68 | +8.0% | +2.3% |
Jun 23, 2025 | SPB | Stock | Sell | $1,001 - $15,000 | $51.66 | $58.67 | +13.6% | +7.9% |
Jun 23, 2025 | VTS | Stock | Sell | $1,001 - $15,000 | $21.42 | $23.21 | +8.4% | +2.7% |
Jun 23, 2025 | WTM | Stock | Buy | $50,001 - $100,000 | $1781.73 | $1788.21 | +0.4% | -5.3% |
Jun 23, 2025 | RF | Stock | Sell | $15,001 - $50,000 | $22.19 | $25.84 | +16.5% | +10.8% |
Jun 23, 2025 | T | Stock | Sell | $1,001 - $15,000 | $27.62 | $27.45 | -0.6% | -6.3% |
Jun 23, 2025 | BX | Stock | Sell | $100,001 - $250,000 | $136.27 | $169.42 | +24.3% | +18.6% |
Jun 23, 2025 | FTRE | Stock | Sell | $1,001 - $15,000 | $5.10 | $6.31 | +23.7% | +18.1% |
Jan 31, 2025 | CVS | Stock | Sell | $15,001 - $50,000 | $54.40 | $63.30 | +16.4% | +17.6% |
House Committee on Financial Services
chairHouse Permanent Select Committee on Intelligence
member