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| Date | Ticker | Asset | Action | Amount | Trade Price | 30D Price | 1M Return | Alpha | 1M Prediction |
|---|---|---|---|---|---|---|---|---|---|
Jul 28, 2026 | CARR | Stock | Sell |
| $1,001 - $15,000 |
| $63.16 |
| - |
| - |
| - |
Jul 28, 2026 | CARR | Stock | Sell | $15,001 - $50,000 | $63.16 | - | - | - |
Jul 28, 2026 | BRK-A | Stock | Buy | $15,001 - $50,000 | $768010.00 | - | - | - |
Jul 28, 2026 | BRK-A | Stock | Buy | $1,001 - $15,000 | $768010.00 | - | - | - |
Jul 1, 2026 | CB | Stock | Buy | $15,001 - $50,000 | $351.73 | $350.68 | -0.3% | -0.5% |
Jun 15, 2026 | VOYG | Stock | Buy | $15,001 - $50,000 | $40.31 | $26.60 | -34.0% | -34.3% |
Jun 4, 2026 | UNH | Stock | Sell | $1,001 - $15,000 | $394.22 | $425.36 | +7.9% | +9.3% |
Jun 4, 2026 | BEP | Stock | Buy | $15,001 - $50,000 | $36.62 | $33.88 | -7.5% | -6.1% |
Jun 4, 2026 | BEP | Stock | Buy | $1,001 - $15,000 | $36.62 | $33.88 | -7.5% | -6.1% |
Jun 3, 2026 | BEP | Stock | Buy | $1,001 - $15,000 | $36.52 | $33.88 | -7.2% | -6.2% |
Jun 2, 2026 | BIIB | Stock | Sell | $15,001 - $50,000 | $188.83 | $216.12 | +14.5% | +16.1% |
Jun 2, 2026 | BEP | Stock | Buy | $1,001 - $15,000 | $36.93 | $33.88 | -8.3% | -6.6% |
Jun 2, 2026 | CRM | Stock | Buy | $15,001 - $50,000 | $200.32 | $166.11 | -17.1% | -15.4% |
May 29, 2026 | BEP | Stock | Buy | $1,001 - $15,000 | $37.09 | $35.27 | -4.9% | -1.5% |
May 21, 2026 | IBM | Stock | Buy | $15,001 - $50,000 | $252.97 | $249.10 | -1.5% | -2.3% |
May 19, 2026 | DDOG | Stock | Buy | $15,001 - $50,000 | $215.15 | $223.00 | +3.6% | +1.6% |
May 19, 2026 | DDOG | Stock | Buy | $1,001 - $15,000 | $215.15 | $223.00 | +3.6% | +1.6% |
May 13, 2026 | QCOM | Stock | Buy | $1,001 - $15,000 | $212.39 | $211.72 | -0.3% | -0.2% |
May 13, 2026 | QCOM | Stock | Buy | $15,001 - $50,000 | $212.39 | $211.72 | -0.3% | -0.2% |
May 12, 2026 | BIIB | Stock | Buy | $1,001 - $15,000 | $199.36 | $199.96 | +0.3% | +0.4% |
May 12, 2026 | SHW | Stock | Sell | $1,001 - $15,000 | $310.77 | $316.89 | +2.0% | +2.0% |
May 11, 2026 | WHR | Stock | Sell | $1,001 - $15,000 | $41.08 | $40.11 | -2.4% | -0.5% |
May 11, 2026 | BIIB | Stock | Buy | $1,001 - $15,000 | $197.95 | $194.24 | -1.9% | +0.0% |
May 11, 2026 | BIIB | Stock | Buy | $50,001 - $100,000 | $197.95 | $194.24 | -1.9% | +0.0% |
May 1, 2026 | CARR | Stock | Buy | $15,001 - $50,000 | $67.14 | $63.64 | -5.2% | -10.2% |
May 1, 2026 | CARR | Stock | Buy | $1,001 - $15,000 | $67.14 | $63.64 | -5.2% | -10.2% |
Apr 24, 2026 | URI | Stock | Buy | $1,001 - $15,000 | $972.40 | $938.62 | -3.5% | -7.9% |
Apr 22, 2026 | UNH | Stock | Buy | $1,001 - $15,000 | $351.51 | $386.26 | +9.9% | +5.0% |
Apr 20, 2026 | SHW | Stock | Buy | $1,001 - $15,000 | $343.04 | $306.90 | -10.5% | -15.1% |
Apr 20, 2026 | SHW | Stock | Buy | $15,001 - $50,000 | $343.04 | $306.90 | -10.5% | -15.1% |
Apr 17, 2026 | MSFT | Stock | Buy | $15,001 - $50,000 | $421.88 | $421.01 | -0.2% | -4.3% |
Apr 17, 2026 | AMGN | Stock | Sell | $15,001 - $50,000 | $352.64 | $326.31 | -7.5% | -11.6% |
Apr 14, 2026 | VOYG | Stock | Buy | $1,001 - $15,000 | $30.14 | $36.23 | +20.2% | +12.5% |
Apr 6, 2026 | MRVL | Stock | Buy | $15,001 - $50,000 | $109.46 | $172.15 | +57.3% | +45.9% |
Apr 6, 2026 | CRM | Stock | Buy | $15,001 - $50,000 | $184.09 | $180.72 | -1.8% | -13.2% |
Mar 25, 2026 | URI | Stock | Buy | $1,001 - $15,000 | $746.05 | $972.40 | +30.3% | +21.6% |
Mar 25, 2026 | FDX | Stock | Buy | $1,001 - $15,000 | $287.01 | $311.47 | +8.5% | -0.2% |
Mar 24, 2026 | AMGN | Stock | Buy | $15,001 - $50,000 | $345.82 | $346.01 | +0.1% | -8.4% |
Mar 24, 2026 | HON | Stock | Buy | $15,001 - $50,000 | $220.36 | $213.17 | -3.3% | -11.7% |
Mar 24, 2026 | GE | Stock | Buy | $1,001 - $15,000 | $290.63 | $282.34 | -2.9% | -11.3% |
Mar 19, 2026 | CSCO | Stock | Buy | $15,001 - $50,000 | $78.09 | $86.25 | +10.5% | +2.5% |
Mar 19, 2026 | C | Stock | Buy | $15,001 - $50,000 | $109.33 | $131.56 | +20.3% | +12.4% |
Mar 19, 2026 | GS | Stock | Buy | $15,001 - $50,000 | $805.95 | $921.89 | +14.4% | +6.5% |
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