jefferson shreve

House / Republican / Indiana

Net Worth Est.

Trade volume

$12.70 M

Total trades

300

Last Traded

Apr. 17, 2025

Trades
Current Portfolio
Networth

Trade volume

Top Traded Sectors

Finance
53
Electronic technology
46
Technology services
38
Health technology
33
Energy minerals
16
Producer manufacturing
15
Transportation
14
Retail trade
14
Consumer non-durables
13
Consumer services
13

Trade Volume$12.70 M

Total Trades$300

Ticker	Transaction	Transaction on	Description	Change Since Trade
STAG STAG Stag Industrial	Sale $15,001 - $50,000	Apr 17, 2025 Reported on May 08, 2025	Portfolio Rebalance	9.74%
ZTS ZTS Zoetis	Sale (Partial) $15,001 - $50,000	Apr 17, 2025 Reported on May 08, 2025	Portfolio Rebalance	10.91%
CG CG Carlyle Group	Sale (Partial) $15,001 - $50,000	Apr 17, 2025 Reported on May 08, 2025	Portfolio Rebalance	28.88%
NEE NEE NextEra Energy	Purchase $15,001 - $50,000	Apr 17, 2025 Reported on May 08, 2025	Portfolio Rebalance	12.77%
META META Meta Platforms	Sale (Partial) $15,001 - $50,000	Apr 17, 2025 Reported on May 08, 2025	Portfolio Rebalance	36.17%
ARES ARES Ares Management	Purchase $50,001 - $100,000	Apr 17, 2025 Reported on May 08, 2025	Portfolio Rebalance	17.93%
ROST ROST Ross Stores	Purchase $15,001 - $50,000	Apr 17, 2025 Reported on May 08, 2025	Portfolio Rebalance	-5.58%
SPGI SPGI S&P Global	Purchase $50,001 - $100,000	Apr 17, 2025 Reported on May 08, 2025	Portfolio Rebalance	8.34%
LFUS LFUS Littelfuse	Purchase $15,001 - $50,000	Apr 17, 2025 Reported on May 08, 2025	Portfolio Rebalance	40.46%
SYK SYK Stryker	Purchase $15,001 - $50,000	Apr 17, 2025 Reported on May 08, 2025	Portfolio Rebalance	8.89%
CMG CMG Chipotle Mexican Grill	Purchase $50,001 - $100,000	Apr 17, 2025 Reported on May 08, 2025	Portfolio Rebalance	4.30%
ABBV ABBV AbbVie	Sale $50,001 - $100,000	Apr 17, 2025 Reported on May 08, 2025	Portfolio Rebalance	10.46%
MRK MRK Merck & Co	Sale $15,001 - $50,000	Apr 17, 2025 Reported on May 08, 2025	Portfolio Rebalance	4.76%
BUSE BUSE First Busey	Sale (Partial) $15,001 - $50,000	Apr 17, 2025 Reported on May 08, 2025	Portfolio Rebalance	11.72%
SNPS SNPS Synopsys	Purchase $50,001 - $100,000	Apr 17, 2025 Reported on May 08, 2025	Portfolio Rebalance	15.86%
HEI.A HEI.A Heico Corporation Common Stock	Sale (Partial) $15,001 - $50,000	Apr 17, 2025 Reported on May 08, 2025	Portfolio Rebalance	----
FBIN FBIN Fortune Brands	Sale $15,001 - $50,000	Apr 17, 2025 Reported on May 08, 2025	Portfolio Rebalance	-2.21%
UPS UPS United Parcel Service	Sale (Partial) $15,001 - $50,000	Apr 17, 2025 Reported on May 08, 2025	Portfolio Rebalance	3.70%
CAT CAT Caterpillar	Purchase $15,001 - $50,000	Apr 17, 2025 Reported on May 08, 2025	Portfolio Rebalance	21.93%
AMAT AMAT Applied Mat	Purchase $50,001 - $100,000	Apr 17, 2025 Reported on May 08, 2025	Portfolio Rebalance	24.10%
CSX CSX CSX	Purchase $15,001 - $50,000	Apr 17, 2025 Reported on May 08, 2025	Portfolio Rebalance	16.04%
WDC WDC Western Digital	Purchase $15,001 - $50,000	Apr 17, 2025 Reported on May 08, 2025	Portfolio Rebalance	52.56%
LULU LULU Lululemon Athletica	Sale (Partial) $15,001 - $50,000	Apr 17, 2025 Reported on May 08, 2025	Portfolio Rebalance	-4.77%
ADSK ADSK Autodesk	Purchase $15,001 - $50,000	Apr 17, 2025 Reported on May 08, 2025	Portfolio Rebalance	12.60%
A A Agilent Technologies	Purchase $15,001 - $50,000	Apr 17, 2025 Reported on May 08, 2025	Portfolio Rebalance	14.25%
AVGO AVGO Broadcom	Sale (Partial) $100,001 - $250,000	Apr 17, 2025 Reported on May 08, 2025	Portfolio Rebalance	45.45%
- Pembroke Pines Fl Cap Impt Re	Sale $1,001 - $15,000	Apr 14, 2025 Reported on May 08, 2025	Portfolio Rebalance	----
STAG STAG Stag Industrial	Sale (Partial) $50,001 - $100,000	Apr 11, 2025 Reported on May 08, 2025	Portfolio Rebalance	15.71%
NSC NSC Norfolk Southern	Sale $15,001 - $50,000	Apr 11, 2025 Reported on May 08, 2025	Portfolio Rebalance	13.87%
LGIH LGIH LGI Homes	Sale $15,001 - $50,000	Apr 11, 2025 Reported on May 08, 2025	Portfolio Rebalance	-12.31%
WMT WMT Walmart	Purchase $15,001 - $50,000	Apr 11, 2025 Reported on May 08, 2025	Portfolio Rebalance	1.77%
AMAT AMAT Applied Mat	Purchase $15,001 - $50,000	Apr 11, 2025 Reported on May 08, 2025	Portfolio Rebalance	17.70%
COP COP ConocoPhillips	Purchase $15,001 - $50,000	Apr 11, 2025 Reported on May 08, 2025	Portfolio Rebalance	12.24%
LOW LOW Lowe's Companies	Purchase $15,001 - $50,000	Apr 11, 2025 Reported on May 08, 2025	Portfolio Rebalance	-1.40%
CCI CCI Crown Castle	Purchase $15,001 - $50,000	Apr 11, 2025 Reported on May 08, 2025	Portfolio Rebalance	1.78%
XYZ XYZ Block	Sale (Partial) $15,001 - $50,000	Apr 11, 2025 Reported on May 08, 2025	Portfolio Rebalance	14.15%
SPOT SPOT Spotify Technology	Purchase $15,001 - $50,000	Apr 11, 2025 Reported on May 08, 2025	Portfolio Rebalance	30.75%
SLB SLB Schlumberger	Sale $15,001 - $50,000	Apr 11, 2025 Reported on May 08, 2025	Portfolio Rebalance	6.89%
KEYS KEYS Keysight Techs	Sale (Partial) $15,001 - $50,000	Apr 11, 2025 Reported on May 08, 2025	Portfolio Rebalance	18.41%
LMT LMT Lockheed Martin	Purchase $15,001 - $50,000	Apr 11, 2025 Reported on May 08, 2025	Portfolio Rebalance	2.43%
NFLX NFLX Netflix	Purchase $15,001 - $50,000	Apr 11, 2025 Reported on May 08, 2025	Portfolio Rebalance	32.00%
WY WY Weyerhaeuser	Sale $15,001 - $50,000	Apr 11, 2025 Reported on May 08, 2025	Portfolio Rebalance	3.88%
AMGN AMGN Amgen	Purchase $15,001 - $50,000	Apr 11, 2025 Reported on May 08, 2025	Portfolio Rebalance	3.23%
PFE PFE Pfizer	Sale $15,001 - $50,000	Apr 11, 2025 Reported on May 08, 2025	Portfolio Rebalance	12.00%
HRI HRI Herc Holdings	Sale $15,001 - $50,000	Apr 11, 2025 Reported on May 08, 2025	Portfolio Rebalance	-0.93%
CLX CLX Clorox	Sale (Partial) $15,001 - $50,000	Apr 11, 2025 Reported on May 08, 2025	Portfolio Rebalance	-12.99%
MCD MCD McDonald's	Purchase $15,001 - $50,000	Apr 11, 2025 Reported on May 08, 2025	Portfolio Rebalance	-2.58%
BALL BALL Ball	Purchase $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	15.26%
DVN DVN Devon Energy	Sale $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	22.72%
FIS FIS Fidelity National Info	Purchase $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	15.50%
HD HD Home Depot	Purchase $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	3.85%
COP COP ConocoPhillips	Purchase $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	13.18%
RGEN RGEN Repligen	Sale $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	9.83%
V V Visa	Sale (Partial) $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	12.98%
AMD AMD Advanced Micro Devices	Sale (Partial) $50,001 - $100,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	38.88%
TGT TGT Target	Sale $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	1.05%
FCX FCX Freeport-McMoRan	Sale $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	34.80%
INTC INTC Intel	Sale $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	2.91%
MTCH MTCH Match Group	Purchase $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	8.44%
LRCX LRCX Lam Research	Sale (Partial) $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	43.92%
HON HON Honeywell Intl	Sale $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	19.65%
XOM XOM Exxon Mobil	Purchase $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	8.92%
LIN LIN Linde	Purchase $50,001 - $100,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	9.42%
ZTS ZTS Zoetis	Purchase $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	10.21%
MA MA Mastercard	Sale (Partial) $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	15.76%
TXN TXN Texas Instruments	Purchase $50,001 - $100,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	26.62%
MSFT MSFT Microsoft	Sale $250,001 - $500,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	32.72%
MCHP MCHP Microchip Technology	Sale $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	72.56%
AAPL AAPL Apple	Purchase $100,001 - $250,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	8.26%
ECL ECL Ecolab	Purchase $100,001 - $250,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	14.71%
TT TT Trane Technologies	Purchase $50,001 - $100,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	33.28%
PEP PEP PepsiCo	Purchase $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	-8.62%
DIS DIS Walt Disney	Sale (Partial) $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	41.58%
SBUX SBUX Starbucks	Sale $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	16.58%
HAL HAL Halliburton	Sale $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	16.01%
STAG STAG Stag Industrial	Purchase $50,001 - $100,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	14.73%
REGN REGN Regeneron Pharmaceuticals	Sale $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	-7.60%
UNH UNH UnitedHealth Group	Purchase $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	-40.25%
ADBE ADBE Adobe	Sale $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	14.96%
LULU LULU Lululemon Athletica	Purchase $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	-9.77%
BAC BAC Bank of America	Sale $50,001 - $100,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	23.92%
PLD PLD Prologis	Sale $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	13.50%
BLK BLK BlackRock	Purchase $50,001 - $100,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	18.88%
PYPL PYPL PayPal Holdings	Purchase $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	21.01%
DHR DHR Danaher	Sale $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	11.10%
GS GS Goldman Sachs Group	Sale $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	31.80%
LNG LNG Cheniere Energy	Sale (Partial) $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	17.87%
DFS DFS Discover Financial servs	Sale (Partial) $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	32.59%
TMO TMO Thermo Fisher Scientific	Sale $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	-8.02%
RGLD RGLD Royal Gold	Purchase $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	16.12%
PANW PANW Palo Alto Networks	Sale $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	28.75%
APTV APTV Aptiv	Purchase $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	29.38%
MS MS Morgan Stanley	Sale $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	28.31%
HOMB HOMB Home BancShares	Purchase $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	9.79%
GE GE GE Aerospace	Sale $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	41.09%
HOG HOG Harley-Davidson	Sale $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	6.23%
CRM CRM Salesforce	Sale $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	5.81%
RPD RPD Rapid7	Purchase $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	1.07%
CBOE CBOE Cboe Global Markets	Purchase $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	8.94%
ORCL ORCL Oracle	Sale $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	69.25%
DXCM DXCM DexCom	Sale $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	33.04%
CG CG Carlyle Group	Purchase $50,001 - $100,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	25.11%
BC BC Brunswick	Sale $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	22.88%
BKE BKE Buckle	Purchase $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	19.37%
VLO VLO Valero Energy	Sale $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	25.72%
BKNG BKNG Booking Holdings	Purchase $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	24.82%
NVDA NVDA NVIDIA	Sale (Partial) $50,001 - $100,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	45.40%
ISRG ISRG Intuitive Surgical	Sale $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	10.47%
SNDK SNDK SanDisk	Sale $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	35.01%
LECO LECO Lincoln Electric Holdings	Sale $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	19.29%
GEN GEN Gen Digital	Sale $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	25.60%
TTD TTD Trade Desk	Sale $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	46.66%
UPS UPS United Parcel Service	Purchase $50,001 - $100,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	4.65%
TJX TJX TJX Companies	Purchase $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	4.01%
IFF IFF Intl Flavors & Fragrances	Sale $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	7.61%
EW EW Edwards Lifesciences	Purchase $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	8.91%
WDAY WDAY Workday	Purchase $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	13.57%
AXP AXP American Express	Sale $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	22.84%
HLT HLT Hilton Worldwide Holdings	Sale $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	19.47%
MRVL MRVL Marvell Tech	Purchase $50,001 - $100,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	31.75%
VST VST Vistra	Sale $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	69.20%
CFG CFG Citizens Financial Group	Sale $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	15.76%
AKAM AKAM Akamai Technologies	Purchase $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	8.60%
APP APP AppLovin	Purchase $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	56.96%
AWK AWK American Water Works Co	Purchase $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	-0.65%
HRI HRI Herc Holdings	Purchase $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	-4.69%
ALB ALB Albemarle	Purchase $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	4.51%
CTAS CTAS Cintas	Purchase $50,001 - $100,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	16.50%
CVX CVX Chevron	Purchase $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	4.11%
CCL CCL Carnival	Sale $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	36.40%
QCOM QCOM Qualcomm	Sale $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	19.27%
INTU INTU Intuit	Purchase $100,001 - $250,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	35.55%
UBER UBER Uber Technologies	Purchase $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	27.86%
ANET ANET Arista Networks	Purchase $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	35.47%
OXY OXY Occidental Petroleum	Sale $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	19.87%
IDXX IDXX IDEXX Laboratories	Purchase $50,001 - $100,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	37.92%
AVB AVB AvalonBay Communities	Sale $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	9.20%
TDG TDG TransDigm Gr	Purchase $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	15.21%
META META Meta Platforms	Sale (Partial) $100,001 - $250,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	32.28%
SNDR SNDR Schneider National	Purchase $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	13.21%
MU MU Micron Technology	Sale $15,001 - $50,000	Apr 07, 2025 Reported on May 08, 2025	Portfolio Rebalance	69.08%
NUE NUE Nucor	Sale $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	1.31%
UCB UCB United Community Banks	Purchase $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	0.36%
AMD AMD Advanced Micro Devices	Purchase $50,001 - $100,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	13.06%
TTD TTD Trade Desk	Purchase $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	24.20%
ADI ADI Analog Devices	Purchase $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	11.58%
SPG SPG Simon Property Group	Sale $50,001 - $100,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-5.53%
HD HD Home Depot	Purchase $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-3.23%
LAZ LAZ Lazard	Sale $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-0.37%
RPD RPD Rapid7	Purchase $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-11.28%
GILD GILD Gilead Sciences	Purchase $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-1.85%
NOW NOW ServiceNow	Sale $50,001 - $100,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	24.18%
NVDA NVDA NVIDIA	Sale (Partial) $100,001 - $250,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	30.99%
CMCSA CMCSA Comcast	Purchase $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-5.12%
VICR VICR Vicor	Sale $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-6.69%
PWR PWR Quanta Services	Purchase $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	40.95%
CEG CEG Constellation Energy	Sale $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	47.24%
COST COST Costco Wholesale	Sale (Partial) $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	4.70%
NKE NKE Nike	Sale $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-4.65%
IEX IEX IDEX	Sale $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-1.74%
NSC NSC Norfolk Southern	Purchase $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	4.96%
HOG HOG Harley-Davidson	Purchase $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-4.16%
ACN ACN Accenture	Sale $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-0.11%
LEN LEN Lennar	Sale $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-5.38%
DD DD DuPont de Nemours	Sale $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-10.46%
AAPL AAPL Apple	Purchase $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-11.56%
BLK BLK BlackRock	Purchase $50,001 - $100,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	2.68%
APD APD Air Products & Chemicals	Sale $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-4.35%
ITT ITT ITT	Sale $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	16.49%
UNH UNH UnitedHealth Group	Purchase $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-40.14%
TXN TXN Texas Instruments	Purchase $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	8.51%
AKAM AKAM Akamai Technologies	Purchase $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-4.31%
COIN COIN Coinbase Global	Sale $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	40.92%
HNI HNI HNI	Purchase $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	4.55%
XYZ XYZ Block	Purchase $50,001 - $100,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	13.33%
LRCX LRCX Lam Research	Purchase $50,001 - $100,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	23.14%
HUBB HUBB Hubbell	Purchase $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	15.45%
CZR CZR Caesars Entertainment	Sale $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	2.24%
EPAM EPAM EPAM Systems	Purchase $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	1.13%
ADSK ADSK Autodesk	Sale $15,001 - $50,000	Mar 13, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	18.32%
LFUS LFUS Littelfuse	Sale $15,001 - $50,000	Mar 13, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	5.39%
HAL HAL Halliburton	Sale (Partial) $15,001 - $50,000	Mar 13, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-4.72%
SYK SYK Stryker	Sale (Partial) $50,001 - $100,000	Mar 13, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	3.75%
JPM JPM JPMorgan Chase	Sale (Partial) $15,001 - $50,000	Mar 13, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	17.66%
DAL DAL Delta Air Lines	Sale $15,001 - $50,000	Mar 13, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	7.10%
CAT CAT Caterpillar	Sale $15,001 - $50,000	Mar 13, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	7.12%
WDC WDC Western Digital	Sale $15,001 - $50,000	Mar 13, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	32.52%
RLI RLI RLI	Sale (Partial) $15,001 - $50,000	Mar 13, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-1.80%
ARES ARES Ares Management	Sale $15,001 - $50,000	Mar 13, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	18.81%
ROST ROST Ross Stores	Sale $15,001 - $50,000	Mar 13, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	6.93%
SNPS SNPS Synopsys	Sale $15,001 - $50,000	Mar 13, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	11.73%
CSX CSX CSX	Sale $15,001 - $50,000	Mar 13, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	10.26%
AMAT AMAT Applied Mat	Purchase $15,001 - $50,000	Mar 13, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	13.76%
CZR CZR Caesars Entertainment	Purchase $15,001 - $50,000	Mar 13, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-4.02%
INTC INTC Intel	Purchase $15,001 - $50,000	Mar 13, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-15.02%
A A Agilent Technologies	Sale $15,001 - $50,000	Mar 13, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-0.21%
CMG CMG Chipotle Mexican Grill	Sale $15,001 - $50,000	Mar 13, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	3.10%
AXON AXON Axon Enterprise	Purchase $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	45.92%
VICR VICR Vicor	Purchase $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-28.42%
TT TT Trane Technologies	Sale $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	20.86%
JNJ JNJ Johnson & Johnson	Purchase $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-4.86%
MPC MPC Marathon Petroleum	Purchase $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	22.96%
AMD AMD Advanced Micro Devices	Purchase $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	14.25%
NUE NUE Nucor	Purchase $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-7.98%
MCD MCD McDonald's	Purchase $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-1.80%
VST VST Vistra	Purchase $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	36.95%
IDA IDA Idacorp	Sale (Partial) $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	0.28%
SNDR SNDR Schneider National	Sale $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-4.93%
APP APP AppLovin	Sale $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	14.62%
HRI HRI Herc Holdings	Sale $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-14.68%
NVT NVT nVent Electric	Sale $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	21.75%
ORCL ORCL Oracle	Purchase $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	33.21%
TGT TGT Target	Purchase $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-18.18%
SYY SYY Sysco	Sale (Partial) $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-0.20%
PYPL PYPL PayPal Holdings	Sale $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	1.91%
AXP AXP American Express	Sale (Partial) $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	1.27%
LGIH LGIH LGI Homes	Purchase $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-31.44%
PCVX PCVX Vaxcyte	Sale $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-53.23%
ADI ADI Analog Devices	Sale (Partial) $50,001 - $100,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-1.93%
DIS DIS Walt Disney	Sale (Partial) $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	7.89%
BDX BDX Becton Dickinson	Sale $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-23.16%
BKE BKE Buckle	Sale $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	13.24%
CNC CNC Centene	Purchase $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-6.41%
CBOE CBOE Cboe Global Markets	Purchase $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	6.33%
HOMB HOMB Home BancShares	Sale (Partial) $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-4.67%
HIW HIW Highwoods Props	Purchase $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	9.26%
TDG TDG TransDigm Gr	Purchase $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	4.70%
VSH VSH Vishay Intertechnology	Sale $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-12.87%
COP COP ConocoPhillips	Sale $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	9.09%
ZTS ZTS Zoetis	Purchase $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-1.60%
MRVL MRVL Marvell Tech	Sale $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-25.46%
BALL BALL Ball	Purchase $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	4.82%
GS GS Goldman Sachs Group	Purchase $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	3.45%
CG CG Carlyle Group	Sale $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	0.06%
LRCX LRCX Lam Research	Sale (Partial) $50,001 - $100,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	13.24%
DG DG Dollar General	Purchase $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	51.53%
ANET ANET Arista Networks	Sale $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	5.16%
LIN LIN Linde	Sale $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	1.62%
MSTR MSTR Strategy	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	35.40%
UPS UPS United Parcel Service	Sale $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-13.91%
AMGN AMGN Amgen	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-4.68%
VRTX VRTX Vertex Pharmaceuticals	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-5.44%
NVT NVT nVent Electric	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	12.63%
AVB AVB AvalonBay Communities	Sale (Partial) $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-6.69%
BA BA Boeing	Sale (Partial) $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	11.34%
ACGL ACGL Arch Capital Group	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	1.61%
SHW SHW Sherwin-Williams	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-2.32%
MRK MRK Merck & Co	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-10.47%
TJX TJX TJX Companies	Sale (Partial) $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	2.01%
HOPE HOPE Hope Bancorp	Sale $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-5.94%
HAL HAL Halliburton	Sale (Partial) $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-13.28%
UNH UNH UnitedHealth Group	Sale $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-32.07%
DVN DVN Devon Energy	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-5.90%
ABBV ABBV AbbVie	Purchase $50,001 - $100,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-6.37%
UNP UNP Union Pacific	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-7.82%
PWR PWR Quanta Services	Sale $50,001 - $100,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	38.13%
EXPO EXPO Exponent	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-11.42%
FIS FIS Fidelity National Info	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	14.39%
ORCL ORCL Oracle	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	26.63%
TTD TTD Trade Desk	Sale $1,001 - $15,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-8.41%
PFE PFE Pfizer	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-7.92%
PG PG Procter & Gamble	Sale (Partial) $50,001 - $100,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-6.02%
APD APD Air Products & Chemicals	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-9.38%
QCOM QCOM Qualcomm	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-3.96%
ADBE ADBE Adobe	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-11.87%
BC BC Brunswick	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-10.59%
RGLD RGLD Royal Gold	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	20.63%
ALB ALB Albemarle	Sale $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-25.06%
CSGP CSGP CoStar Group	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	4.74%
NSC NSC Norfolk Southern	Sale $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	1.84%
JNJ JNJ Johnson & Johnson	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-4.06%
RPD RPD Rapid7	Sale $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-25.29%
HUBB HUBB Hubbell	Sale $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	3.46%
CMCSA CMCSA Comcast	Sale $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-3.55%
MRP MRP Millrose Properties	Sale $1,001 - $15,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	17.29%
ELV ELV Elevance Health	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-0.18%
NVDA NVDA NVIDIA	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	8.97%
EPAM EPAM EPAM Systems	Sale $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-17.66%
PRI PRI Primerica	Sale (Partial) $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-6.14%
PHM PHM PulteGroup	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-0.09%
AKAM AKAM Akamai Technologies	Sale $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-0.80%
XYZ XYZ Block	Sale $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-6.60%
RTX RTX RTX	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	16.15%
MSFT MSFT Microsoft	Sale (Partial) $50,001 - $100,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	17.56%
OXY OXY Occidental Petroleum	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-6.84%
IEX IEX IDEX	Sale (Partial) $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-9.56%
CAT CAT Caterpillar	Sale (Partial) $50,001 - $100,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	5.35%
PLD PLD Prologis	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-11.14%
APP APP AppLovin	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-11.20%
XOM XOM Exxon Mobil	Purchase $50,001 - $100,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	0.76%
AVGO AVGO Broadcom	Purchase $100,001 - $250,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	19.61%
LEN LEN Lennar	Sale (Partial) $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-9.35%
GE GE GE Aerospace	Purchase $50,001 - $100,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	19.07%
ITT ITT ITT	Sale (Partial) $50,001 - $100,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	6.91%
HOG HOG Harley-Davidson	Sale $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-8.61%
BUSE BUSE First Busey	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-7.08%
HD HD Home Depot	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-7.26%
INTU INTU Intuit	Sale (Partial) $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	32.92%
BLK BLK BlackRock	Sale $50,001 - $100,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	2.00%
LOW LOW Lowe's Companies	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-8.36%
CI CI Cigna Group	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	5.44%
- Comcast 6.50% Maturing 11/15/35	Purchase $15,001 - $50,000	Jan 16, 2025 Reported on Feb 12, 2025	Part Of Monthly Rebalance	----

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