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| Date | Ticker | Asset | Action | Amount | Trade Price | 30D Price | 1M Return | Alpha | 1M Prediction |
|---|---|---|---|---|---|---|---|---|---|
Mar 13, 2026 | DMLP | Stock | Buy |
| $15,001 - $50,000 |
| $26.51 |
| $27.37 |
| +3.2% |
| +0.4% |
Mar 13, 2026 | VNOM | Stock | Buy | $15,001 - $50,000 | $43.63 | $44.49 | +2.0% | -0.9% |
Mar 13, 2026 | KRP | Stock | Buy | $15,001 - $50,000 | $13.98 | $14.12 | +1.0% | -1.9% |
Mar 13, 2026 | EPD | Stock | Buy | $15,001 - $50,000 | $36.47 | $36.82 | +1.0% | -1.9% |
Mar 13, 2026 | BRK-B | Stock | Buy | $15,001 - $50,000 | $490.03 | $479.90 | -2.1% | -4.9% |
Mar 13, 2026 | UHALB | Stock | Buy | $15,001 - $50,000 | - | - | - | - |
Feb 10, 2026 | WBD | Stock | Sell | $1,001 - $15,000 | $27.80 | $27.43 | -1.3% | +2.4% |
Jan 13, 2026 | SIRI | Stock | Sell | $1,001 - $15,000 | $20.55 | $21.70 | +5.6% | +7.4% |
Jan 12, 2026 | FNF | Stock | Sell | $1,001 - $15,000 | $52.99 | $56.49 | +6.6% | +7.1% |
Dec 16, 2025 | FWONK | Stock | Exchange | $1,001 - $15,000 | $95.79 | $90.50 | -5.5% | -7.8% |
Dec 16, 2025 | LLYVK | Stock | Exchange | $1,001 - $15,000 | $84.78 | $83.59 | -1.4% | -3.7% |
Jul 1, 2025 | FWONB | Stock | Sell | $1,001 - $15,000 | $90.00 | $91.00 | +1.1% | -1.2% |
Jul 1, 2025 | DIS | Stock | Sell | $1,001 - $15,000 | $121.73 | $117.41 | -3.5% | -5.9% |
Jul 1, 2025 | SIRI | Stock | Sell | $1,001 - $15,000 | $22.52 | $20.13 | -10.6% | -13.0% |
Jan 13, 2025 | WBD | Stock | Sell | $1,001 - $15,000 | $9.84 | $9.82 | -0.2% | -4.0% |
Sep 10, 2024 | SIRI | Stock | Exchange | $1,001 - $15,000 | $25.82 | $22.92 | -11.2% | -16.6% |
Sep 10, 2024 | SIRI | Stock | Exchange | $1,001 - $15,000 | $25.82 | $22.92 | -11.2% | -16.6% |
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