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| Date | Ticker | Asset | Action | Amount | Trade Price | 30D Price | 1M Return | Alpha | 1M Prediction |
|---|---|---|---|---|---|---|---|---|---|
Aug 14, 2026 | CRM | Stock | Buy |
| $15,001 - $50,000 |
| $196.21 |
| $247.72 |
| +26.3% |
| +27.8% |
Aug 14, 2026 | NOW | Stock | Buy | $15,001 - $50,000 | $124.00 | $132.53 | +6.9% | +8.4% |
Aug 14, 2026 | HUBS | Stock | Buy | $15,001 - $50,000 | $224.14 | $225.33 | +0.5% | +2.1% |
Aug 14, 2026 | TTD | Stock | Sell | $15,001 - $50,000 | $14.14 | $14.34 | +1.4% | +3.0% |
Aug 14, 2026 | UPST | Stock | Sell | $15,001 - $50,000 | $30.43 | $25.59 | -15.9% | -14.4% |
Jul 14, 2026 | UPST | Stock | Buy | $15,001 - $50,000 | $31.72 | $30.97 | -2.4% | -5.8% |
Jul 14, 2026 | CRM | Stock | Sell | $15,001 - $50,000 | $167.56 | $201.37 | +20.2% | +16.7% |
Jul 14, 2026 | HUBS | Stock | Sell | $15,001 - $50,000 | $209.68 | $240.51 | +14.7% | +11.2% |
Jul 14, 2026 | TTD | Stock | Sell | $15,001 - $50,000 | $18.94 | $14.56 | -23.1% | -26.6% |
Jul 14, 2026 | NOW | Stock | Sell | $15,001 - $50,000 | $104.85 | $127.25 | +21.4% | +17.9% |
Jun 9, 2026 | NOW | Stock | Buy | $15,001 - $50,000 | $106.97 | $108.84 | +1.7% | -0.5% |
Jun 9, 2026 | HUBS | Stock | Buy | $15,001 - $50,000 | $197.69 | $205.95 | +4.2% | +1.9% |
Jun 9, 2026 | UPST | Stock | Sell | $15,001 - $50,000 | $31.06 | $33.23 | +7.0% | +4.7% |
Jun 9, 2026 | TTD | Stock | Buy | $15,001 - $50,000 | $19.89 | $19.75 | -0.7% | -3.0% |
Jun 9, 2026 | CRM | Stock | Buy | $15,001 - $50,000 | $174.90 | $162.50 | -7.1% | -9.3% |
Jun 3, 2026 | AMD | Stock | Sell | $100,001 - $250,000 | $542.52 | $517.82 | -4.6% | -3.6% |
Feb 19, 2026 | WAL | Stock | Sell | $50,001 - $100,000 | $89.78 | $66.33 | -26.1% | -21.1% |
Feb 19, 2026 | AVGO | Stock | Sell | $15,001 - $50,000 | $332.76 | $309.37 | -7.0% | -2.0% |
Feb 19, 2026 | MU | Stock | Buy | $15,001 - $50,000 | $417.11 | $422.66 | +1.3% | +6.3% |
Feb 19, 2026 | SCHW | Stock | Buy | $50,001 - $100,000 | $93.26 | $94.05 | +0.8% | +5.8% |
Feb 19, 2026 | LH | Stock | Buy | $15,001 - $50,000 | $281.00 | $262.28 | -6.7% | -1.7% |
Feb 19, 2026 | V | Stock | Buy | $50,001 - $100,000 | $317.68 | $300.44 | -5.4% | -0.4% |
Feb 19, 2026 | FTNT | Stock | Buy | $15,001 - $50,000 | $81.67 | $81.40 | -0.3% | +4.7% |
Feb 17, 2026 | CRM | Stock | Sell | $15,001 - $50,000 | $183.36 | $194.00 | +5.8% | +9.2% |
Feb 12, 2026 | LRCX | Stock | Sell | $50,001 - $100,000 | $230.85 | $212.05 | -8.1% | -5.4% |
Feb 12, 2026 | ANET | Stock | Sell | $100,001 - $250,000 | $135.12 | $133.57 | -1.1% | +1.6% |
Feb 12, 2026 | PAYC | Stock | Sell | $15,001 - $50,000 | $119.11 | $125.37 | +5.3% | +8.0% |
Feb 12, 2026 | XYZ | Stock | Sell | $50,001 - $100,000 | $49.09 | $59.79 | +21.8% | +24.6% |
Feb 11, 2026 | TTWO | Stock | Sell | $50,001 - $100,000 | $203.89 | $208.58 | +2.3% | +6.6% |
Feb 11, 2026 | XYZ | Stock | Sell | $50,001 - $100,000 | $53.81 | $59.79 | +11.1% | +15.4% |
Feb 9, 2026 | LRCX | Stock | Sell | $50,001 - $100,000 | $228.84 | $218.72 | -4.4% | -1.9% |
Feb 9, 2026 | WAL | Stock | Sell | $50,001 - $100,000 | $94.62 | $68.86 | -27.2% | -24.7% |
Feb 4, 2026 | NOW | Stock | Buy | $15,001 - $50,000 | $111.07 | $124.34 | +11.9% | +14.0% |
Feb 3, 2026 | ULTA | Stock | Sell | $15,001 - $50,000 | $673.39 | $653.64 | -2.9% | -1.7% |
Feb 3, 2026 | LRCX | Stock | Sell | $50,001 - $100,000 | $229.66 | $214.53 | -6.6% | -5.4% |
Feb 3, 2026 | ANET | Stock | Sell | $15,001 - $50,000 | $139.39 | $139.40 | +0.0% | +1.2% |
Feb 3, 2026 | TTWO | Stock | Sell | $15,001 - $50,000 | $212.17 | $212.53 | +0.2% | +1.4% |
Feb 3, 2026 | TTD | Stock | Buy | $50,001 - $100,000 | $27.18 | $29.79 | +9.6% | +10.8% |
Feb 3, 2026 | HUBS | Stock | Buy | $15,001 - $50,000 | $245.16 | $291.47 | +18.9% | +20.1% |
Feb 3, 2026 | HIMS | Stock | Buy | $50,001 - $100,000 | $25.54 | $15.88 | -37.8% | -36.6% |
Dec 17, 2025 | CMG | Stock | Sell | $1,001 - $15,000 | $37.00 | $39.96 | +8.0% | +4.7% |
Dec 17, 2025 | PAYC | Stock | Sell | $15,001 - $50,000 | $166.06 | $147.60 | -11.1% | -14.4% |
Dec 17, 2025 | HIMS | Stock | Sell | $100,001 - $250,000 | $34.97 | $31.38 | -10.3% | -13.6% |
Dec 17, 2025 | TTD | Stock | Sell | $100,001 - $250,000 | $37.17 | $35.48 | -4.5% | -7.9% |
Oct 27, 2025 | AVGO | Stock | Sell | $15,001 - $50,000 | $360.60 | $395.98 | +9.8% | +10.6% |
Oct 27, 2025 | ANET | Stock | Sell | $50,001 - $100,000 | $156.81 | $127.65 | -18.6% | -17.8% |
Oct 27, 2025 | FIVE | Stock | Sell | $100,001 - $250,000 | $160.25 | $166.95 | +4.2% | +5.0% |
Oct 27, 2025 | CRM | Stock | Buy | $100,001 - $250,000 | $254.42 | $227.21 | -10.7% | -9.9% |
Oct 27, 2025 | NOW | Stock | Buy | $100,001 - $250,000 | $189.26 | $160.54 | -15.2% | -14.4% |
Oct 27, 2025 | HUBS | Stock | Buy | $50,001 - $100,000 | $471.94 | $361.81 | -23.3% | -22.5% |
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