| Mastercard Incorporated (MA) |
MA |
STOCK |
Purchase
|
June 3, 2021 |
$1,001 - $15,000 |
| Mastercard Incorporated (MA) |
MA |
STOCK |
Sale
|
June 3, 2021 |
$1,001 - $15,000 |
| Vanguard S&P 500 ETF (VOO) |
VOO |
ETF |
Sale
|
May 12, 2021 |
$1,001 - $15,000 |
| HealthEquity, Inc. (HQY) |
HQY |
STOCK |
Purchase
|
May 12, 2021 |
$1,001 - $15,000 |
| Microsoft Corporation (MSFT) |
MSFT |
STOCK |
Purchase
|
May 12, 2021 |
$1,001 - $15,000 |
| BlackRock Ultra Short-Term Bond ETF (ICSH) |
ICSH |
ETF |
Sale
|
May 12, 2021 |
$1,001 - $15,000 |
| Bank of America Corporation (BAC) |
BAC |
STOCK |
Purchase
|
May 11, 2021 |
$1,001 - $15,000 |
| Raytheon Technologies Corporation (RTX) |
RTX |
STOCK |
Purchase
|
May 11, 2021 |
$1,001 - $15,000 |
| Alibaba Group Holding Limited American depositary Shares (BABA) |
BABA |
STOCK |
Purchase
|
May 11, 2021 |
$1,001 - $15,000 |
| HealthEquity, Inc. (HQY) |
HQY |
STOCK |
Purchase
|
May 11, 2021 |
$1,001 - $15,000 |
| Berkshire Hathaway Inc. (BRK.B) |
BRK.B |
STOCK |
Purchase
|
May 11, 2021 |
$1,001 - $15,000 |
| Apple Inc. (AAPL) |
AAPL |
STOCK |
Purchase
|
May 11, 2021 |
$1,001 - $15,000 |
| Amazon.com, Inc. (AMZN) |
AMZN |
STOCK |
Purchase
|
May 3, 2021 |
$1,001 - $15,000 |
| Amazon.com, Inc. (AMZN) |
AMZN |
STOCK |
Sale
|
May 3, 2021 |
$1,001 - $15,000 |
| Microsoft Corporation (MSFT) |
MSFT |
STOCK |
Purchase
|
April 30, 2021 |
$1,001 - $15,000 |
| American Express Company (AXP) |
AXP |
STOCK |
Purchase
|
April 30, 2021 |
$1,001 - $15,000 |
| Apple Inc. (AAPL) |
AAPL |
STOCK |
Purchase
|
April 30, 2021 |
$1,001 - $15,000 |
| Bank of America Corporation |
BAC |
STOCK |
Purchase
|
April 30, 2021 |
$1,001 - $15,000 |
| Berkshire Hathaway Inc. |
BRK.B |
STOCK |
Purchase
|
April 30, 2021 |
$1,001 - $15,000 |
| HealthEquity, Inc. (HQY) |
HQY |
STOCK |
Purchase
|
April 30, 2021 |
$1,001 - $15,000 |
| Johnson & Johnson (JNJ) |
JNJ |
STOCK |
Purchase
|
April 30, 2021 |
$1,001 - $15,000 |
| Raytheon Technologies Corporation (RTX) |
RTX |
STOCK |
Purchase
|
April 30, 2021 |
$1,001 - $15,000 |
| Raytheon Technologies Corporation (RTX) |
RTX |
STOCK |
Purchase
|
March 26, 2021 |
$1,001 - $15,000 |
| Bank of America Corporation |
BAC |
STOCK |
Purchase
|
March 26, 2021 |
$1,001 - $15,000 |
| American Express Company (AXP) |
AXP |
STOCK |
Purchase
|
March 26, 2021 |
$1,001 - $15,000 |
| Berkshire Hathaway Inc. |
BRK.B |
STOCK |
Purchase
|
March 26, 2021 |
$1,001 - $15,000 |
| Microsoft Corporation (MSFT) |
MSFT |
STOCK |
Purchase
|
March 26, 2021 |
$1,001 - $15,000 |
| HealthEquity, Inc. (HQY) |
HQY |
STOCK |
Purchase
|
March 26, 2021 |
$1,001 - $15,000 |
| Amazon.com, Inc. (AMZN) |
AMZN |
STOCK |
Purchase
|
March 26, 2021 |
$1,001 - $15,000 |
| Alibaba Group Holding Limited American depositary Shares (BABA) |
BABA |
STOCK |
Purchase
|
March 26, 2021 |
$1,001 - $15,000 |
| Apple Inc. (AAPL) |
AAPL |
STOCK |
Purchase
|
March 26, 2021 |
$1,001 - $15,000 |
| Johnson & Johnson (JNJ) |
JNJ |
STOCK |
Purchase
|
March 26, 2021 |
$1,001 - $15,000 |
| dollar General Corporation (dG) |
DG |
STOCK |
Purchase
|
March 18, 2021 |
$1,001 - $15,000 |
| Alibaba Group Holding Limited American depositary Shares (BABA) |
BABA |
STOCK |
Purchase
|
March 4, 2021 |
$1,001 - $15,000 |
| Apple Inc. (AAPL) |
AAPL |
STOCK |
Purchase
|
March 4, 2021 |
$1,001 - $15,000 |
| Apple Inc. (AAPL) |
AAPL |
STOCK |
Purchase
|
March 4, 2021 |
$1,001 - $15,000 |
| Johnson & Johnson (JNJ) |
JNJ |
STOCK |
Purchase
|
March 4, 2021 |
$1,001 - $15,000 |
| Apple Inc. (AAPL) |
AAPL |
STOCK |
Purchase
|
March 4, 2021 |
$1,001 - $15,000 |
| Facebook, Inc. - Class A (FB) |
META |
STOCK |
Purchase
|
March 4, 2021 |
$1,001 - $15,000 |
| Facebook, Inc. - Class A (FB) |
META |
STOCK |
Purchase
|
March 4, 2021 |
$1,001 - $15,000 |
| Alphabet Inc. - Class C Capital Stock (GOOG) |
GOOG |
STOCK |
Purchase
|
March 4, 2021 |
$1,001 - $15,000 |
| Amazon.com, Inc. (AMZN) |
AMZN |
STOCK |
Purchase
|
March 4, 2021 |
$1,001 - $15,000 |
| Amazon.com, Inc. (AMZN) |
AMZN |
STOCK |
Purchase
|
March 4, 2021 |
$1,001 - $15,000 |
| Bank of America Corporation |
BAC |
STOCK |
Purchase
|
March 4, 2021 |
$1,001 - $15,000 |
| Alphabet Inc. - Class C Capital Stock (GOOG) |
GOOG |
STOCK |
Purchase
|
March 4, 2021 |
$1,001 - $15,000 |
| Berkshire Hathaway Inc. |
BRK.B |
STOCK |
Purchase
|
March 4, 2021 |
$1,001 - $15,000 |
| Microsoft Corporation (MSFT) |
MSFT |
STOCK |
Purchase
|
March 4, 2021 |
$1,001 - $15,000 |
| American Express Company (AXP) |
AXP |
STOCK |
Purchase
|
March 4, 2021 |
$1,001 - $15,000 |
| American Express Company (AXP) |
AXP |
STOCK |
Purchase
|
Feb. 25, 2021 |
$1,001 - $15,000 |
| Bank of America Corporation |
BAC |
STOCK |
Purchase
|
Feb. 25, 2021 |
$1,001 - $15,000 |
| Berkshire Hathaway Inc. |
BRK.B |
STOCK |
Purchase
|
Feb. 25, 2021 |
$1,001 - $15,000 |
| Amazon.com, Inc. (AMZN) |
AMZN |
STOCK |
Purchase
|
Feb. 25, 2021 |
$1,001 - $15,000 |
| Alphabet Inc. - Class C Capital Stock (GOOG) |
GOOG |
STOCK |
Purchase
|
Feb. 25, 2021 |
$1,001 - $15,000 |
| Facebook, Inc. - Class A (FB) |
META |
STOCK |
Purchase
|
Feb. 25, 2021 |
$1,001 - $15,000 |
| Johnson & Johnson (JNJ) |
JNJ |
STOCK |
Purchase
|
Feb. 25, 2021 |
$1,001 - $15,000 |
| Alibaba Group Holding Limited American depositary Shares (BABA) |
BABA |
STOCK |
Purchase
|
Feb. 25, 2021 |
$1,001 - $15,000 |
| Microsoft Corporation (MSFT) |
MSFT |
STOCK |
Purchase
|
Feb. 25, 2021 |
$1,001 - $15,000 |
| Microsoft Corporation (MSFT) |
MSFT |
STOCK |
Purchase
|
Feb. 25, 2021 |
$1,001 - $15,000 |
| NVIdIA Corporation (NVdA) |
NVDA |
STOCK |
Sale
|
Feb. 25, 2021 |
$1,001 - $15,000 |
| NVIdIA Corporation (NVdA) |
NVDA |
STOCK |
Purchase
|
Feb. 25, 2021 |
$1,001 - $15,000 |
| Apple Inc. (AAPL) |
AAPL |
STOCK |
Purchase
|
Feb. 25, 2021 |
$1,001 - $15,000 |
| Johnson & Johnson (JNJ) |
JNJ |
STOCK |
Purchase
|
Feb. 24, 2021 |
$1,001 - $15,000 |
| Amazon.com, Inc. (AMZN) |
AMZN |
STOCK |
Purchase
|
Feb. 24, 2021 |
$1,001 - $15,000 |
| Berkshire Hathaway Inc. |
BRK.B |
STOCK |
Purchase
|
Feb. 24, 2021 |
$1,001 - $15,000 |
| Bank of America Corporation |
BAC |
STOCK |
Purchase
|
Feb. 24, 2021 |
$1,001 - $15,000 |
| Apple Inc. (AAPL) |
AAPL |
STOCK |
Purchase
|
Feb. 24, 2021 |
$1,001 - $15,000 |
| American Express Company (AXP) |
AXP |
STOCK |
Purchase
|
Feb. 24, 2021 |
$1,001 - $15,000 |
| Alibaba Group Holding Limited American depositary Shares (BABA) |
BABA |
STOCK |
Purchase
|
Feb. 24, 2021 |
$1,001 - $15,000 |
| Facebook, Inc. - Class A (FB) |
META |
STOCK |
Purchase
|
Feb. 24, 2021 |
$1,001 - $15,000 |
| Raytheon Technologies Corporation (RTX) |
RTX |
STOCK |
Purchase
|
Feb. 24, 2021 |
$1,001 - $15,000 |
| Alibaba Group Holding Limited American depositary Shares (BABA) |
BABA |
STOCK |
Purchase
|
Feb. 22, 2021 |
$1,001 - $15,000 |
| Alibaba Group Holding Limited American depositary Shares (BABA) |
BABA |
STOCK |
Sale
|
Feb. 22, 2021 |
$1,001 - $15,000 |
| dollar General Corporation (dG) |
DG |
STOCK |
Purchase
|
Jan. 27, 2021 |
$1,001 - $15,000 |
| dollar General Corporation (dG) |
DG |
STOCK |
Sale
|
Jan. 27, 2021 |
$1,001 - $15,000 |
| NVIdIA Corporation (NVdA) |
NVDA |
STOCK |
Sale
|
Jan. 20, 2021 |
$1,001 - $15,000 |
| Facebook, Inc. - Class A (FB) |
META |
STOCK |
Purchase
|
Jan. 20, 2021 |
$1,001 - $15,000 |
| Facebook, Inc. - Class A (FB) |
META |
STOCK |
Sale
|
Jan. 20, 2021 |
$1,001 - $15,000 |
| NVIdIA Corporation (NVdA) |
NVDA |
STOCK |
Purchase
|
Jan. 20, 2021 |
$1,001 - $15,000 |