| Goldman Sachs Group, Inc. (GS) |
GS |
STOCK |
Sale
|
Feb. 28, 2025 |
$1,001 - $15,000 |
| Visa Inc. (V) |
V |
STOCK |
Purchase
|
Feb. 28, 2025 |
$1,001 - $15,000 |
| KKR & Co. Inc. Common Stock (KKR) |
KKR |
STOCK |
Sale
|
Feb. 27, 2025 |
$1,001 - $15,000 |
| Blackstone Inc. Common Stock (BX) |
BX |
STOCK |
Sale (partial)
|
Feb. 27, 2025 |
$1,001 - $15,000 |
| Block, Inc. Class A Common Stock, (XYZ) |
SQ |
STOCK |
Sale
|
Feb. 27, 2025 |
$1,001 - $15,000 |
| Paragon 28, Inc. Common Stock (FNA) |
FNA |
STOCK |
Sale
|
Feb. 27, 2025 |
$1,001 - $15,000 |
| Blackstone Inc. Common Stock (BX) |
BX |
STOCK |
Sale (partial)
|
Feb. 26, 2025 |
$1,001 - $15,000 |
| KKR & Co. Inc. Common Stock (KKR) |
KKR |
STOCK |
Sale
|
Feb. 26, 2025 |
$1,001 - $15,000 |
| Fiserv, Inc. Common Stock (FI) |
FI |
STOCK |
Purchase
|
Feb. 26, 2025 |
$1,001 - $15,000 |
| Vertiv Holdings, LLC Class A Common Stock (VRT) |
VRT |
STOCK |
Sale
|
Feb. 25, 2025 |
$1,001 - $15,000 |
| Home Depot, Inc. (HD) |
HD |
STOCK |
Sale
|
Feb. 24, 2025 |
$1,001 - $15,000 |
| Microsoft Corporation - Common Stock (MSFT) |
MSFT |
STOCK |
Sale
|
Feb. 24, 2025 |
$1,001 - $15,000 |
| Apple Inc. - Common Stock (AAPL) |
AAPL |
STOCK |
Sale (partial)
|
Feb. 24, 2025 |
$1,001 - $15,000 |
| Cisco Systems, Inc. - Common Stock (CSCO) |
CSCO |
STOCK |
Sale (partial)
|
Feb. 21, 2025 |
$1,001 - $15,000 |
| Apple Inc. - Common Stock (AAPL) |
AAPL |
STOCK |
Sale (partial)
|
Feb. 21, 2025 |
$1,001 - $15,000 |
| Berkshire Hathaway Inc. Common Stock (BRK.B) |
BRK.B |
STOCK |
Sale (partial)
|
Feb. 21, 2025 |
$1,001 - $15,000 |
| Charles Schwab Corporation (SCHW) |
SCHW |
STOCK |
Sale (partial)
|
Feb. 21, 2025 |
$1,001 - $15,000 |
| DASSAULT SYSTEMES SA ADR (DASTY) |
DASTY |
STOCK |
Sale
|
Feb. 21, 2025 |
$1,001 - $15,000 |
| Fiserv, Inc. Common Stock (FI) |
FI |
STOCK |
Purchase
|
Feb. 21, 2025 |
$1,001 - $15,000 |
| Infineon Technologies AG (IFNNY) |
IFNNY |
STOCK |
Sale
|
Feb. 21, 2025 |
$1,001 - $15,000 |
| Microsoft Corporation - Common Stock (MSFT) |
MSFT |
STOCK |
Sale
|
Feb. 21, 2025 |
$1,001 - $15,000 |
| Nintendo Co Ltd ADR (NTDOY) |
NTDOY |
STOCK |
Sale
|
Feb. 21, 2025 |
$1,001 - $15,000 |
| Paychex, Inc. - Common Stock (PAYX) |
PAYX |
STOCK |
Sale
|
Feb. 21, 2025 |
$1,001 - $15,000 |
| Snowflake Inc. Class A Common Stock (SNOW) |
SNOW |
STOCK |
Purchase
|
Feb. 21, 2025 |
$1,001 - $15,000 |
| Spotify Technology S.A. Ordinary Shares (SPOT) |
SPOT |
STOCK |
Sale
|
Feb. 21, 2025 |
$1,001 - $15,000 |
| ICF International, Inc. - Common Stock (ICFI) |
ICFI |
STOCK |
Sale
|
Feb. 19, 2025 |
$1,001 - $15,000 |
| Eli Lilly and Company Common Stock (LLY) |
LLY |
STOCK |
Sale
|
Feb. 19, 2025 |
$1,001 - $15,000 |
| Microsoft Corporation - Common Stock (MSFT) |
MSFT |
STOCK |
Sale (partial)
|
Feb. 14, 2025 |
$1,000,001 - $5,000,000 |
| Microsoft Corporation - Common Stock (MSFT) |
MSFT |
STOCK |
Sale
|
Feb. 14, 2025 |
$1,000,001 - $5,000,000 |
| Microsoft Corporation - Common Stock (MSFT) |
MSFT |
STOCK |
Sale
|
Feb. 14, 2025 |
$250,001 - $500,000 |
| Microsoft Corporation - Common Stock (MSFT) |
MSFT |
STOCK |
Purchase
|
Feb. 14, 2025 |
$1,000,001 - $5,000,000 |
| Microsoft Corporation - Common Stock (MSFT) |
MSFT |
STOCK |
Purchase
|
Feb. 14, 2025 |
$500,001 - $1,000,000 |
| Microsoft Corporation - Common Stock (MSFT) |
MSFT |
STOCK |
Purchase
|
Feb. 14, 2025 |
$1,000,001 - $5,000,000 |
| Microsoft Corporation - Common Stock (MSFT) |
MSFT |
STOCK |
Sale
|
Feb. 14, 2025 |
$500,001 - $1,000,000 |
| Microsoft Corporation - Common Stock (MSFT) |
MSFT |
STOCK |
Purchase
|
Feb. 14, 2025 |
$1,000,001 - $5,000,000 |
| Tesla, Inc. - Common Stock (TSLA) |
TSLA |
STOCK |
Sale (partial)
|
Feb. 14, 2025 |
$1,001 - $15,000 |
| Abbott Laboratories Common Stock (ABT) |
ABT |
STOCK |
Purchase
|
Feb. 13, 2025 |
$1,001 - $15,000 |
| PayPal Holdings, Inc. - Common Stock (PYPL) |
PYPL |
STOCK |
Sale
|
Feb. 13, 2025 |
$1,001 - $15,000 |
| Visa Inc. (V) |
V |
STOCK |
Purchase
|
Feb. 13, 2025 |
$1,001 - $15,000 |
| Tesla, Inc. - Common Stock (TSLA) |
TSLA |
STOCK |
Sale (partial)
|
Feb. 13, 2025 |
$1,001 - $15,000 |
| D.R. Horton, Inc. Common Stock (DHI) |
DHI |
STOCK |
Sale
|
Feb. 13, 2025 |
$1,001 - $15,000 |
| Alibaba Group Holding Limited American Depositary Shares (BABA) |
BABA |
STOCK |
Purchase
|
Feb. 12, 2025 |
$1,001 - $15,000 |
| Shopify Inc. Class A Subordinate Voting Shares (SHOP) |
SHOP |
STOCK |
Purchase
|
Feb. 12, 2025 |
$1,001 - $15,000 |
| EEN ENERGY HLDGS UNSP/ADR (XNGSY) |
XNGSY |
STOCK |
Sale
|
Feb. 10, 2025 |
$1,001 - $15,000 |
| DISCO CORP UNSP /ADR (DSCSY) |
DSCSY |
STOCK |
Purchase
|
Feb. 10, 2025 |
$1,001 - $15,000 |
| DISCO CORP UNSP /ADR (DSCSY) |
DSCSY |
STOCK |
Purchase
|
Feb. 7, 2025 |
$1,001 - $15,000 |
| Ambev S.A. American Depositary Shares (ABEV) |
ABEV |
STOCK |
Sale
|
Feb. 7, 2025 |
$1,001 - $15,000 |
| EEN ENERGY HLDGS UNSP/ADR (XNGSY) |
XNGSY |
STOCK |
Sale
|
Feb. 7, 2025 |
$1,001 - $15,000 |
| Ambev S.A. American Depositary Shares (ABEV) |
ABEV |
STOCK |
Sale (partial)
|
Feb. 6, 2025 |
$1,001 - $15,000 |
| Twilio Inc. Class A Common Stock (TWLO) |
TWLO |
STOCK |
Purchase
|
Feb. 6, 2025 |
$1,001 - $15,000 |
| PayPal Holdings, Inc. - Common Stock (PYPL) |
PYPL |
STOCK |
Sale
|
Feb. 6, 2025 |
$1,001 - $15,000 |
| Broadcom Inc. - Common Stock (AVGO) |
AVGO |
STOCK |
Purchase
|
Feb. 6, 2025 |
$1,001 - $15,000 |
| Tesla, Inc. - Common Stock (TSLA) |
TSLA |
STOCK |
Purchase
|
Feb. 5, 2025 |
$1,001 - $15,000 |
| Transdigm Group Incorporated Common Stock (TDG) |
TDG |
STOCK |
Sale (partial)
|
Feb. 4, 2025 |
$1,001 - $15,000 |
| Walmart Inc. Common Stock (WMT) |
WMT |
STOCK |
Purchase
|
Feb. 3, 2025 |
$1,001 - $15,000 |
| Union Pacific Corporation Common Stock (UNP) |
UNP |
STOCK |
Purchase
|
Feb. 3, 2025 |
$1,001 - $15,000 |
| Apple Inc. - Common Stock (AAPL) |
AAPL |
STOCK |
Sale (partial)
|
Feb. 3, 2025 |
$1,001 - $15,000 |
| Block, Inc. Class A Common Stock, (XYZ) |
SQ |
STOCK |
Purchase
|
Feb. 3, 2025 |
$1,001 - $15,000 |
| Shopify Inc. Class A Subordinate Voting Shares (SHOP) |
SHOP |
STOCK |
Purchase
|
Feb. 3, 2025 |
$1,001 - $15,000 |
| Starbucks Corporation - Common |
SBUX |
STOCK |
Purchase
|
Feb. 3, 2025 |
$1,001 - $15,000 |