Trades – Congressional Trades

Symbol	Company Name	Transaction Type	Date	Range	Alpha Score	Market Cap (B)	Cap Category	Sector	Filing Delay Days	Unusual Size	Cluster Trade	Pre Earnings	Pre Announcement
JPM	JPMorgan Chase & Co.	Purchase	2012-07-31	$1,001 – $15,000	6	500	Large Cap	Financial Services	45	Normal	No	Yes	No
HD	Home Depot Inc.	Purchase	2012-03-21	$250,001 – $500,000	6.5	500	Large Cap	Consumer	30	Large	No	No	No
GOOGL	Alphabet Inc.	Sale	2012-11-19	$5,000,001 – $25,000,000	7	1800	Mega Cap	Technology	41	Very Large	No	No	Yes
AAPL	Apple Inc.	Purchase	2012-07-26	$1,001 – $15,000	7.5	3200	Mega Cap	Technology	34	Normal	No	No	No
ABBV	AbbVie Inc.	Purchase	2012-05-07	$15,001 – $50,000	6	500	Large Cap	Consumer	43	Normal	Yes	Yes	No
GOOGL	Alphabet Inc.	Purchase	2012-07-08	$1,001 – $15,000	6.5	1800	Mega Cap	Technology	43	Normal	No	No	No
JPM	JPMorgan Chase & Co.	Sale	2012-05-26	$15,001 – $50,000	7	500	Large Cap	Financial Services	38	Normal	No	No	No
NVDA	NVIDIA Corporation	Purchase	2012-10-30	$250,001 – $500,000	7.5	500	Mega Cap	Technology	45	Large	No	No	Yes
AMZN	Amazon.com Inc.	Sale	2012-12-15	$1,001 – $15,000	6	500	Mega Cap	Consumer	34	Normal	No	Yes	No
COP	ConocoPhillips	Purchase	2012-09-16	$1,001 – $15,000	6.5	500	Large Cap	Energy	35	Normal	No	No	No
QQQ	Invesco QQQ Trust	Purchase	2012-06-02	$50,001 – $100,000	7	0	ETF	ETF	42	Above Average	No	No	No
AMZN	Amazon.com Inc.	Sale	2012-07-30	$1,001 – $15,000	7.5	500	Mega Cap	Consumer	42	Normal	Yes	No	No
WFC	Wells Fargo & Company	Purchase	2012-05-13	$100,001 – $250,000	6	500	Large Cap	Financial Services	41	Medium	No	Yes	Yes
COP	ConocoPhillips	Purchase	2012-02-19	$15,001 – $50,000	6.5	500	Large Cap	Energy	41	Normal	No	No	No
V	Visa Inc.	Sale	2012-08-14	$500,001 – $1,000,000	7	500	Large Cap	Financial Services	35	Large	No	No	No
XOM	Exxon Mobil Corporation	Purchase	2012-04-22	$1,001 – $15,000	7.5	500	Large Cap	Energy	42	Normal	No	No	No
SPY	SPDR S&P 500 ETF Trust	Purchase	2012-08-08	$15,001 – $50,000	6	0	ETF	ETF	39	Normal	No	Yes	No
NVDA	NVIDIA Corporation	Sale	2012-11-06	$50,001 – $100,000	6.5	500	Mega Cap	Technology	41	Above Average	No	No	Yes
TSLA	Tesla Inc.	Purchase	2012-12-04	$1,001 – $15,000	7	500	Mega Cap	Consumer	35	Normal	Yes	No	No
META	Meta Platforms Inc.	Purchase	2012-04-29	$15,001 – $50,000	7.5	500	Mega Cap	Technology	45	Normal	No	No	No
WMT	Walmart Inc.	Purchase	2012-11-02	$1,001 – $15,000	6	500	Large Cap	Consumer	36	Normal	No	Yes	No
JPM	JPMorgan Chase & Co.	Purchase	2012-04-02	$100,001 – $250,000	6.5	500	Large Cap	Financial Services	44	Medium	No	No	No
PFE	Pfizer Inc.	Purchase	2012-02-09	$1,001 – $15,000	7	500	Large Cap	Consumer	44	Normal	No	No	Yes
BAC	Bank of America Corp	Purchase	2012-04-17	$1,001 – $15,000	7.5	500	Large Cap	Financial Services	33	Normal	No	No	No
COP	ConocoPhillips	Sale	2012-04-10	$1,001 – $15,000	6	500	Large Cap	Energy	33	Normal	No	Yes	No
BAC	Bank of America Corp	Purchase	2012-09-19	$100,001 – $250,000	6.5	500	Large Cap	Financial Services	31	Medium	Yes	No	No
AAPL	Apple Inc.	Purchase	2012-03-08	$1,001 – $15,000	7	3200	Mega Cap	Technology	45	Normal	No	No	No
GOOGL	Alphabet Inc.	Purchase	2012-12-25	$50,001 – $100,000	7.5	1800	Mega Cap	Technology	35	Above Average	No	No	Yes
META	Meta Platforms Inc.	Sale	2012-08-01	$50,001 – $100,000	6	500	Mega Cap	Technology	45	Above Average	No	Yes	No
COST	Costco Wholesale Corp	Purchase	2012-01-02	$1,001 – $15,000	6.5	500	Large Cap	Consumer	41	Normal	No	No	No
META	Meta Platforms Inc.	Purchase	2012-07-28	$1,001 – $15,000	7	500	Mega Cap	Technology	36	Normal	No	No	No
COP	ConocoPhillips	Purchase	2012-12-20	$100,001 – $250,000	7.5	500	Large Cap	Energy	35	Medium	No	No	No
GOOGL	Alphabet Inc.	Purchase	2012-03-08	$250,001 – $500,000	6	1800	Mega Cap	Technology	35	Large	Yes	Yes	Yes
NVDA	NVIDIA Corporation	Purchase	2012-05-29	$250,001 – $500,000	6.5	500	Mega Cap	Technology	36	Large	No	No	No
SPY	SPDR S&P 500 ETF Trust	Sale	2012-12-23	$15,001 – $50,000	7	0	ETF	ETF	41	Normal	No	No	No
KO	Coca-Cola Company	Purchase	2012-05-06	$50,001 – $100,000	7.5	500	Large Cap	Consumer	32	Above Average	No	No	No
META	Meta Platforms Inc.	Sale	2012-08-26	$15,001 – $50,000	6	500	Mega Cap	Technology	41	Normal	No	Yes	No
UNH	UnitedHealth Group Inc.	Sale	2012-06-05	$1,001 – $15,000	6.5	500	Large Cap	Consumer	41	Normal	No	No	Yes
KO	Coca-Cola Company	Purchase	2012-09-03	$5,000,001 – $25,000,000	7	500	Large Cap	Consumer	32	Very Large	No	No	No
JPM	JPMorgan Chase & Co.	Purchase	2013-11-25	$1,001 – $15,000	7	500	Large Cap	Financial Services	30	Normal	Yes	No	Yes
AAPL	Apple Inc.	Purchase	2013-05-09	$500,001 – $1,000,000	7.5	3200	Mega Cap	Technology	30	Large	No	No	No
AAPL	Apple Inc.	Purchase	2013-11-27	$50,001 – $100,000	6	3200	Mega Cap	Technology	38	Above Average	No	Yes	No
PFE	Pfizer Inc.	Purchase	2013-06-05	$15,001 – $50,000	6.5	500	Large Cap	Consumer	43	Normal	No	No	No
COP	ConocoPhillips	Purchase	2013-08-05	$1,001 – $15,000	7	500	Large Cap	Energy	44	Normal	No	No	No
MA	Mastercard Inc.	Purchase	2013-11-20	$250,001 – $500,000	7.5	500	Large Cap	Financial Services	33	Large	No	No	Yes
XOM	Exxon Mobil Corporation	Purchase	2013-09-22	$15,001 – $50,000	6	500	Large Cap	Energy	45	Normal	No	Yes	No
TSLA	Tesla Inc.	Purchase	2013-05-16	$500,001 – $1,000,000	6.5	500	Mega Cap	Consumer	38	Large	Yes	No	No
WMT	Walmart Inc.	Sale	2013-11-17	$15,001 – $50,000	7	500	Large Cap	Consumer	35	Normal	No	No	No
AMZN	Amazon.com Inc.	Purchase	2013-02-15	$1,001 – $15,000	7.5	500	Mega Cap	Consumer	45	Normal	No	No	No
GS	Goldman Sachs Group Inc.	Purchase	2013-04-30	$1,001 – $15,000	6	500	Large Cap	Financial Services	40	Normal	No	Yes	Yes
GS	Goldman Sachs Group Inc.	Sale	2013-01-23	$15,001 – $50,000	6.5	500	Large Cap	Financial Services	39	Normal	No	No	No
XOM	Exxon Mobil Corporation	Purchase	2013-01-07	$1,001 – $15,000	7	500	Large Cap	Energy	44	Normal	No	No	No
CVX	Chevron Corporation	Purchase	2013-02-03	$50,001 – $100,000	7.5	500	Large Cap	Energy	32	Above Average	No	No	No
NVDA	NVIDIA Corporation	Sale	2013-05-26	$1,001 – $15,000	6	500	Mega Cap	Technology	37	Normal	Yes	Yes	No
PFE	Pfizer Inc.	Sale	2013-06-22	$15,001 – $50,000	6.5	500	Large Cap	Consumer	43	Normal	No	No	Yes
V	Visa Inc.	Sale	2013-01-20	$100,001 – $250,000	7	500	Large Cap	Financial Services	43	Medium	No	No	No
BAC	Bank of America Corp	Purchase	2013-01-27	$1,000,001 – $5,000,000	7.5	500	Large Cap	Financial Services	42	Very Large	No	No	No
WMT	Walmart Inc.	Purchase	2013-09-20	$1,001 – $15,000	6	500	Large Cap	Consumer	34	Normal	No	Yes	No
GOOGL	Alphabet Inc.	Purchase	2013-09-29	$1,001 – $15,000	6.5	1800	Mega Cap	Technology	41	Normal	No	No	No
HD	Home Depot Inc.	Purchase	2013-03-14	$1,001 – $15,000	7	500	Large Cap	Consumer	32	Normal	No	No	Yes
BAC	Bank of America Corp	Purchase	2013-05-18	$100,001 – $250,000	7.5	500	Large Cap	Financial Services	35	Medium	Yes	No	No
NVDA	NVIDIA Corporation	Sale	2013-07-28	$1,001 – $15,000	6	500	Mega Cap	Technology	31	Normal	No	Yes	No
PFE	Pfizer Inc.	Purchase	2013-01-27	$1,001 – $15,000	6.5	500	Large Cap	Consumer	39	Normal	No	No	No
GS	Goldman Sachs Group Inc.	Purchase	2013-11-22	$1,001 – $15,000	7	500	Large Cap	Financial Services	36	Normal	No	No	No
PFE	Pfizer Inc.	Purchase	2013-06-27	$15,001 – $50,000	7.5	500	Large Cap	Consumer	31	Normal	No	No	Yes
SPY	SPDR S&P 500 ETF Trust	Sale	2013-07-22	$100,001 – $250,000	6	0	ETF	ETF	40	Medium	No	Yes	No
NVDA	NVIDIA Corporation	Sale	2013-08-18	$1,001 – $15,000	6.5	500	Mega Cap	Technology	40	Normal	No	No	No
SPY	SPDR S&P 500 ETF Trust	Purchase	2013-03-11	$500,001 – $1,000,000	7	0	ETF	ETF	32	Large	Yes	No	No
PFE	Pfizer Inc.	Sale	2013-02-05	$1,001 – $15,000	7.5	500	Large Cap	Consumer	45	Normal	No	No	No
JPM	JPMorgan Chase & Co.	Purchase	2013-07-26	$1,001 – $15,000	6	500	Large Cap	Financial Services	40	Normal	No	Yes	Yes
PG	Procter & Gamble Company	Purchase	2013-01-06	$1,001 – $15,000	6.5	500	Large Cap	Consumer	41	Normal	No	No	No
JPM	JPMorgan Chase & Co.	Purchase	2013-05-02	$50,001 – $100,000	7	500	Large Cap	Financial Services	43	Above Average	No	No	No
VTI	Vanguard Total Stock Market ETF	Purchase	2013-05-31	$15,001 – $50,000	7.5	0	ETF	ETF	30	Normal	No	No	No
GOOGL	Alphabet Inc.	Purchase	2013-11-15	$1,001 – $15,000	6	1800	Mega Cap	Technology	39	Normal	No	Yes	No
UNH	UnitedHealth Group Inc.	Purchase	2013-01-02	$15,001 – $50,000	6.5	500	Large Cap	Consumer	40	Normal	Yes	No	Yes
PFE	Pfizer Inc.	Purchase	2013-03-19	$1,001 – $15,000	7	500	Large Cap	Consumer	39	Normal	No	No	No
SPY	SPDR S&P 500 ETF Trust	Purchase	2013-07-16	$100,001 – $250,000	7.5	0	ETF	ETF	35	Medium	No	No	No
MSFT	Microsoft Corporation	Purchase	2013-12-11	$15,001 – $50,000	6	2800	Mega Cap	Technology	36	Normal	No	Yes	No
V	Visa Inc.	Purchase	2014-05-06	$50,001 – $100,000	7	500	Large Cap	Financial Services	37	Above Average	No	No	No
DIS	Walt Disney Company	Sale	2014-02-03	$100,001 – $250,000	7.5	500	Large Cap	Consumer	38	Medium	Yes	No	No
MSFT	Microsoft Corporation	Sale	2014-08-12	$1,001 – $15,000	6	2800	Mega Cap	Technology	42	Normal	No	Yes	No
SPY	SPDR S&P 500 ETF Trust	Sale	2014-07-21	$500,001 – $1,000,000	6.5	0	ETF	ETF	38	Large	No	No	No
JPM	JPMorgan Chase & Co.	Purchase	2014-03-24	$1,001 – $15,000	7	500	Large Cap	Financial Services	43	Normal	No	No	Yes
KO	Coca-Cola Company	Purchase	2014-12-26	$15,001 – $50,000	7.5	500	Large Cap	Consumer	31	Normal	No	No	No
TSLA	Tesla Inc.	Purchase	2014-02-11	$1,001 – $15,000	6	500	Mega Cap	Consumer	45	Normal	No	Yes	No
SPY	SPDR S&P 500 ETF Trust	Sale	2014-08-14	$50,001 – $100,000	6.5	0	ETF	ETF	37	Above Average	No	No	No
COP	ConocoPhillips	Purchase	2014-10-09	$15,001 – $50,000	7	500	Large Cap	Energy	36	Normal	Yes	No	No
XOM	Exxon Mobil Corporation	Purchase	2014-03-23	$15,001 – $50,000	7.5	500	Large Cap	Energy	37	Normal	No	No	Yes
AAPL	Apple Inc.	Purchase	2014-01-31	$50,001 – $100,000	6	3200	Mega Cap	Technology	35	Above Average	No	Yes	No
HD	Home Depot Inc.	Purchase	2014-10-19	$250,001 – $500,000	6.5	500	Large Cap	Consumer	40	Large	No	No	No
MA	Mastercard Inc.	Purchase	2014-04-02	$15,001 – $50,000	7	500	Large Cap	Financial Services	36	Normal	No	No	No
PFE	Pfizer Inc.	Purchase	2014-05-18	$1,001 – $15,000	7.5	500	Large Cap	Consumer	31	Normal	No	No	No
WMT	Walmart Inc.	Purchase	2014-01-22	$1,001 – $15,000	6	500	Large Cap	Consumer	36	Normal	No	Yes	Yes
BAC	Bank of America Corp	Purchase	2014-10-17	$15,001 – $50,000	6.5	500	Large Cap	Financial Services	31	Normal	Yes	No	No
WMT	Walmart Inc.	Purchase	2014-10-16	$50,001 – $100,000	7	500	Large Cap	Consumer	38	Above Average	No	No	No
CVX	Chevron Corporation	Purchase	2014-10-27	$1,001 – $15,000	7.5	500	Large Cap	Energy	43	Normal	No	No	No
KO	Coca-Cola Company	Purchase	2014-02-10	$15,001 – $50,000	6	500	Large Cap	Consumer	34	Normal	No	Yes	No
ABBV	AbbVie Inc.	Purchase	2014-06-02	$1,001 – $15,000	6.5	500	Large Cap	Consumer	41	Normal	No	No	Yes
HD	Home Depot Inc.	Purchase	2014-03-21	$1,001 – $15,000	7	500	Large Cap	Consumer	34	Normal	No	No	No
WFC	Wells Fargo & Company	Sale	2014-05-27	$1,001 – $15,000	7.5	500	Large Cap	Financial Services	44	Normal	No	No	No
TSLA	Tesla Inc.	Sale	2014-12-03	$250,001 – $500,000	6	500	Mega Cap	Consumer	30	Large	Yes	Yes	No
VTI	Vanguard Total Stock Market ETF	Sale	2014-05-02	$50,001 – $100,000	6.5	0	ETF	ETF	38	Above Average	No	No	No
TSLA	Tesla Inc.	Purchase	2014-01-24	$1,001 – $15,000	7	500	Mega Cap	Consumer	32	Normal	No	No	Yes
PFE	Pfizer Inc.	Purchase	2014-01-31	$100,001 – $250,000	7.5	500	Large Cap	Consumer	41	Medium	No	No	No
V	Visa Inc.	Purchase	2014-01-30	$50,001 – $100,000	6	500	Large Cap	Financial Services	45	Above Average	No	Yes	No
MA	Mastercard Inc.	Purchase	2014-07-12	$50,001 – $100,000	6.5	500	Large Cap	Financial Services	33	Above Average	No	No	No
QQQ	Invesco QQQ Trust	Purchase	2014-11-04	$1,001 – $15,000	7	0	ETF	ETF	44	Normal	No	No	No
PFE	Pfizer Inc.	Sale	2014-09-05	$15,001 – $50,000	7.5	500	Large Cap	Consumer	44	Normal	Yes	No	Yes
COST	Costco Wholesale Corp	Purchase	2014-03-24	$15,001 – $50,000	6	500	Large Cap	Consumer	43	Normal	No	Yes	No
WFC	Wells Fargo & Company	Sale	2014-04-17	$15,001 – $50,000	6.5	500	Large Cap	Financial Services	45	Normal	No	No	No
VTI	Vanguard Total Stock Market ETF	Sale	2014-12-18	$100,001 – $250,000	7	0	ETF	ETF	36	Medium	No	No	No
ABBV	AbbVie Inc.	Sale	2014-02-25	$1,001 – $15,000	7.5	500	Large Cap	Consumer	45	Normal	No	No	No
BAC	Bank of America Corp	Purchase	2014-01-08	$100,001 – $250,000	6	500	Large Cap	Financial Services	42	Medium	No	Yes	Yes
UNH	UnitedHealth Group Inc.	Purchase	2014-09-29	$500,001 – $1,000,000	6.5	500	Large Cap	Consumer	31	Large	No	No	No
PFE	Pfizer Inc.	Purchase	2014-10-13	$15,001 – $50,000	7	500	Large Cap	Consumer	43	Normal	Yes	No	No
META	Meta Platforms Inc.	Purchase	2014-06-13	$15,001 – $50,000	7.5	500	Mega Cap	Technology	33	Normal	No	No	No
DIS	Walt Disney Company	Sale	2014-03-09	$500,001 – $1,000,000	6	500	Large Cap	Consumer	39	Large	No	Yes	No
PFE	Pfizer Inc.	Purchase	2014-09-15	$500,001 – $1,000,000	6.5	500	Large Cap	Consumer	32	Large	No	No	Yes
JNJ	Johnson & Johnson	Sale	2014-11-11	$1,001 – $15,000	7	500	Large Cap	Consumer	33	Normal	No	No	No
COST	Costco Wholesale Corp	Purchase	2015-03-29	$500,001 – $1,000,000	6	500	Large Cap	Consumer	43	Large	No	Yes	No
ABBV	AbbVie Inc.	Purchase	2015-05-20	$100,001 – $250,000	6.5	500	Large Cap	Consumer	37	Medium	No	No	No
BAC	Bank of America Corp	Purchase	2015-09-29	$1,001 – $15,000	7	500	Large Cap	Financial Services	40	Normal	No	No	No
UNH	UnitedHealth Group Inc.	Purchase	2015-02-28	$1,001 – $15,000	7.5	500	Large Cap	Consumer	40	Normal	Yes	No	No
UNH	UnitedHealth Group Inc.	Purchase	2015-01-07	$100,001 – $250,000	6	500	Large Cap	Consumer	31	Medium	No	Yes	Yes
JPM	JPMorgan Chase & Co.	Purchase	2015-10-15	$50,001 – $100,000	6.5	500	Large Cap	Financial Services	37	Above Average	No	No	No
JPM	JPMorgan Chase & Co.	Sale	2015-04-21	$15,001 – $50,000	7	500	Large Cap	Financial Services	30	Normal	No	No	No
PG	Procter & Gamble Company	Purchase	2015-10-12	$100,001 – $250,000	7.5	500	Large Cap	Consumer	44	Medium	No	No	No
V	Visa Inc.	Purchase	2015-05-09	$15,001 – $50,000	6	500	Large Cap	Financial Services	41	Normal	No	Yes	No
QQQ	Invesco QQQ Trust	Sale	2015-09-25	$15,001 – $50,000	6.5	0	ETF	ETF	42	Normal	No	No	Yes
SPY	SPDR S&P 500 ETF Trust	Purchase	2015-08-15	$15,001 – $50,000	7	0	ETF	ETF	44	Normal	Yes	No	No
UNH	UnitedHealth Group Inc.	Sale	2015-11-14	$1,001 – $15,000	7.5	500	Large Cap	Consumer	41	Normal	No	No	No
UNH	UnitedHealth Group Inc.	Purchase	2015-08-04	$1,001 – $15,000	6	500	Large Cap	Consumer	37	Normal	No	Yes	No
XOM	Exxon Mobil Corporation	Purchase	2015-09-18	$1,001 – $15,000	6.5	500	Large Cap	Energy	37	Normal	No	No	No
XOM	Exxon Mobil Corporation	Sale	2015-01-10	$50,001 – $100,000	7	500	Large Cap	Energy	33	Above Average	No	No	Yes
MSFT	Microsoft Corporation	Sale	2015-08-16	$1,001 – $15,000	7.5	2800	Mega Cap	Technology	35	Normal	No	No	No
MA	Mastercard Inc.	Purchase	2015-02-07	$250,001 – $500,000	6	500	Large Cap	Financial Services	43	Large	No	Yes	No
ABBV	AbbVie Inc.	Purchase	2015-11-11	$100,001 – $250,000	6.5	500	Large Cap	Consumer	35	Medium	Yes	No	No
UNH	UnitedHealth Group Inc.	Purchase	2015-11-02	$25,000,001 – $50,000,000	7	500	Large Cap	Consumer	34	Very Large	No	No	No
WMT	Walmart Inc.	Purchase	2015-06-05	$15,001 – $50,000	7.5	500	Large Cap	Consumer	44	Normal	No	No	Yes
JPM	JPMorgan Chase & Co.	Purchase	2015-11-12	$250,001 – $500,000	6	500	Large Cap	Financial Services	32	Large	No	Yes	No
BAC	Bank of America Corp	Purchase	2015-03-12	$50,001 – $100,000	6.5	500	Large Cap	Financial Services	39	Above Average	No	No	No
META	Meta Platforms Inc.	Sale	2015-01-12	$15,001 – $50,000	7	500	Mega Cap	Technology	42	Normal	No	No	No
PFE	Pfizer Inc.	Purchase	2015-12-06	$50,001 – $100,000	7.5	500	Large Cap	Consumer	38	Above Average	No	No	No
NVDA	NVIDIA Corporation	Sale	2015-08-17	$100,001 – $250,000	6	500	Mega Cap	Technology	43	Medium	Yes	Yes	Yes
UNH	UnitedHealth Group Inc.	Purchase	2015-03-10	$1,001 – $15,000	6.5	500	Large Cap	Consumer	45	Normal	No	No	No
VTI	Vanguard Total Stock Market ETF	Sale	2015-10-07	$50,001 – $100,000	7	0	ETF	ETF	43	Above Average	No	No	No
UNH	UnitedHealth Group Inc.	Purchase	2015-05-09	$15,001 – $50,000	7.5	500	Large Cap	Consumer	44	Normal	No	No	No
BAC	Bank of America Corp	Purchase	2015-06-30	$50,001 – $100,000	6	500	Large Cap	Financial Services	40	Above Average	No	Yes	No
JNJ	Johnson & Johnson	Purchase	2015-08-01	$15,001 – $50,000	6.5	500	Large Cap	Consumer	42	Normal	No	No	Yes
DIS	Walt Disney Company	Sale	2015-12-08	$100,001 – $250,000	7	500	Large Cap	Consumer	40	Medium	No	No	No
COP	ConocoPhillips	Sale	2015-06-28	$15,001 – $50,000	7.5	500	Large Cap	Energy	43	Normal	Yes	No	No
ABBV	AbbVie Inc.	Purchase	2015-05-24	$1,001 – $15,000	6	500	Large Cap	Consumer	43	Normal	No	Yes	No
GOOGL	Alphabet Inc.	Sale	2015-05-11	$15,001 – $50,000	6.5	1800	Mega Cap	Technology	38	Normal	No	No	No
CVX	Chevron Corporation	Purchase	2015-10-28	$250,001 – $500,000	7	500	Large Cap	Energy	35	Large	No	No	Yes
CVX	Chevron Corporation	Purchase	2015-12-21	$15,001 – $50,000	7.5	500	Large Cap	Energy	44	Normal	No	No	No
GOOGL	Alphabet Inc.	Sale	2015-05-09	$500,001 – $1,000,000	6	1800	Mega Cap	Technology	42	Large	No	Yes	No
SPY	SPDR S&P 500 ETF Trust	Sale	2015-04-08	$50,001 – $100,000	6.5	0	ETF	ETF	39	Above Average	No	No	No
QQQ	Invesco QQQ Trust	Purchase	2015-11-05	$100,001 – $250,000	7	0	ETF	ETF	30	Medium	Yes	No	No
JPM	JPMorgan Chase & Co.	Purchase	2015-06-30	$50,001 – $100,000	7.5	500	Large Cap	Financial Services	36	Above Average	No	No	Yes
ABBV	AbbVie Inc.	Purchase	2015-10-17	$15,001 – $50,000	6	500	Large Cap	Consumer	30	Normal	No	Yes	No
COP	ConocoPhillips	Purchase	2015-01-28	$1,001 – $15,000	6.5	500	Large Cap	Energy	30	Normal	No	No	No
WFC	Wells Fargo & Company	Purchase	2015-09-26	$1,001 – $15,000	7	500	Large Cap	Financial Services	31	Normal	No	No	No
TSLA	Tesla Inc.	Purchase	2016-10-31	$1,001 – $15,000	7.5	500	Mega Cap	Consumer	36	Normal	No	No	No
JPM	JPMorgan Chase & Co.	Purchase	2016-05-01	$250,001 – $500,000	6	500	Large Cap	Financial Services	34	Large	Yes	Yes	No
CVX	Chevron Corporation	Sale	2016-03-05	$1,001 – $15,000	6.5	500	Large Cap	Energy	43	Normal	No	No	No
MSFT	Microsoft Corporation	Purchase	2016-02-08	$1,001 – $15,000	7	2800	Mega Cap	Technology	34	Normal	No	No	No
NVDA	NVIDIA Corporation	Purchase	2016-04-14	$1,001 – $15,000	7.5	500	Mega Cap	Technology	34	Normal	No	No	Yes
DIS	Walt Disney Company	Purchase	2016-01-26	$100,001 – $250,000	6	500	Large Cap	Consumer	31	Medium	No	Yes	No
PG	Procter & Gamble Company	Purchase	2016-10-17	$15,001 – $50,000	6.5	500	Large Cap	Consumer	36	Normal	No	No	No
PG	Procter & Gamble Company	Purchase	2016-12-11	$1,001 – $15,000	7	500	Large Cap	Consumer	35	Normal	No	No	No
PFE	Pfizer Inc.	Purchase	2016-08-12	$15,001 – $50,000	7.5	500	Large Cap	Consumer	37	Normal	Yes	No	No
DIS	Walt Disney Company	Sale	2016-07-04	$15,001 – $50,000	6	500	Large Cap	Consumer	30	Normal	No	Yes	Yes
WMT	Walmart Inc.	Sale	2016-12-19	$15,001 – $50,000	6.5	500	Large Cap	Consumer	42	Normal	No	No	No
WMT	Walmart Inc.	Sale	2016-03-31	$1,001 – $15,000	7	500	Large Cap	Consumer	31	Normal	No	No	No
COP	ConocoPhillips	Purchase	2016-12-22	$1,001 – $15,000	7.5	500	Large Cap	Energy	40	Normal	No	No	No
ABBV	AbbVie Inc.	Sale	2016-08-29	$1,001 – $15,000	6	500	Large Cap	Consumer	32	Normal	No	Yes	No
WMT	Walmart Inc.	Purchase	2016-11-01	$15,001 – $50,000	6.5	500	Large Cap	Consumer	41	Normal	No	No	Yes
META	Meta Platforms Inc.	Purchase	2016-02-18	$1,001 – $15,000	7	500	Mega Cap	Technology	42	Normal	Yes	No	No
MSFT	Microsoft Corporation	Sale	2016-01-19	$1,001 – $15,000	7.5	2800	Mega Cap	Technology	33	Normal	No	No	No
COST	Costco Wholesale Corp	Purchase	2016-09-30	$1,001 – $15,000	6	500	Large Cap	Consumer	40	Normal	No	Yes	No
COST	Costco Wholesale Corp	Purchase	2016-03-17	$50,001 – $100,000	6.5	500	Large Cap	Consumer	36	Above Average	No	No	No
META	Meta Platforms Inc.	Sale	2016-09-02	$250,001 – $500,000	7	500	Mega Cap	Technology	43	Large	No	No	Yes
XOM	Exxon Mobil Corporation	Sale	2016-05-07	$1,001 – $15,000	7.5	500	Large Cap	Energy	39	Normal	No	No	No
UNH	UnitedHealth Group Inc.	Purchase	2016-04-08	$1,001 – $15,000	6	500	Large Cap	Consumer	45	Normal	No	Yes	No
ABBV	AbbVie Inc.	Sale	2016-02-19	$1,001 – $15,000	6.5	500	Large Cap	Consumer	41	Normal	Yes	No	No
AMZN	Amazon.com Inc.	Sale	2016-07-17	$1,001 – $15,000	7	500	Mega Cap	Consumer	44	Normal	No	No	No
KO	Coca-Cola Company	Purchase	2016-07-20	$1,001 – $15,000	7.5	500	Large Cap	Consumer	31	Normal	No	No	Yes
JNJ	Johnson & Johnson	Sale	2016-04-20	$100,001 – $250,000	6	500	Large Cap	Consumer	35	Medium	No	Yes	No
MA	Mastercard Inc.	Purchase	2016-12-08	$1,001 – $15,000	6.5	500	Large Cap	Financial Services	41	Normal	No	No	No
WMT	Walmart Inc.	Purchase	2016-09-01	$15,001 – $50,000	7	500	Large Cap	Consumer	43	Normal	No	No	No
SPY	SPDR S&P 500 ETF Trust	Purchase	2016-07-25	$1,001 – $15,000	7.5	0	ETF	ETF	36	Normal	No	No	No
COST	Costco Wholesale Corp	Purchase	2016-03-01	$15,001 – $50,000	6	500	Large Cap	Consumer	38	Normal	Yes	Yes	Yes
NVDA	NVIDIA Corporation	Purchase	2016-03-02	$50,001 – $100,000	6.5	500	Mega Cap	Technology	34	Above Average	No	No	No
GOOGL	Alphabet Inc.	Sale	2016-08-27	$1,001 – $15,000	7	1800	Mega Cap	Technology	31	Normal	No	No	No
QQQ	Invesco QQQ Trust	Purchase	2016-09-04	$1,001 – $15,000	7.5	0	ETF	ETF	35	Normal	No	No	No
WFC	Wells Fargo & Company	Purchase	2016-08-28	$50,001 – $100,000	6	500	Large Cap	Financial Services	42	Above Average	No	Yes	No
AAPL	Apple Inc.	Purchase	2016-04-25	$1,001 – $15,000	6.5	3200	Mega Cap	Technology	43	Normal	No	No	Yes
CVX	Chevron Corporation	Sale	2016-02-23	$50,001 – $100,000	7	500	Large Cap	Energy	42	Above Average	No	No	No
WFC	Wells Fargo & Company	Purchase	2016-01-12	$1,001 – $15,000	7.5	500	Large Cap	Financial Services	35	Normal	Yes	No	No
ABBV	AbbVie Inc.	Sale	2016-02-04	$100,001 – $250,000	6	500	Large Cap	Consumer	44	Medium	No	Yes	No
COP	ConocoPhillips	Sale	2016-01-01	$1,001 – $15,000	6.5	500	Large Cap	Energy	37	Normal	No	No	No
GS	Goldman Sachs Group Inc.	Sale	2016-09-23	$100,001 – $250,000	7	500	Large Cap	Financial Services	32	Medium	No	No	Yes
AAPL	Apple Inc.	Purchase	2016-07-28	$1,001 – $15,000	7.5	3200	Mega Cap	Technology	39	Normal	No	No	No
UNH	UnitedHealth Group Inc.	Purchase	2017-02-11	$50,001 – $100,000	7	500	Large Cap	Consumer	39	Above Average	No	No	No
KO	Coca-Cola Company	Sale	2017-10-07	$15,001 – $50,000	7.5	500	Large Cap	Consumer	45	Normal	No	No	No
JNJ	Johnson & Johnson	Purchase	2017-04-05	$100,001 – $250,000	6	500	Large Cap	Consumer	36	Medium	No	Yes	Yes
JPM	JPMorgan Chase & Co.	Sale	2017-03-01	$50,001 – $100,000	6.5	500	Large Cap	Financial Services	34	Above Average	Yes	No	No
KO	Coca-Cola Company	Sale	2017-12-20	$1,001 – $15,000	7	500	Large Cap	Consumer	34	Normal	No	No	No
GOOGL	Alphabet Inc.	Purchase	2017-05-25	$100,001 – $250,000	7.5	1800	Mega Cap	Technology	38	Medium	No	No	No
COST	Costco Wholesale Corp	Sale	2017-07-04	$1,001 – $15,000	6	500	Large Cap	Consumer	31	Normal	No	Yes	No
MA	Mastercard Inc.	Sale	2017-02-03	$50,001 – $100,000	6.5	500	Large Cap	Financial Services	36	Above Average	No	No	Yes
KO	Coca-Cola Company	Purchase	2017-05-02	$15,001 – $50,000	7	500	Large Cap	Consumer	34	Normal	No	No	No
MSFT	Microsoft Corporation	Purchase	2017-06-23	$15,001 – $50,000	7.5	2800	Mega Cap	Technology	45	Normal	No	No	No
JPM	JPMorgan Chase & Co.	Purchase	2017-05-08	$15,001 – $50,000	6	500	Large Cap	Financial Services	39	Normal	Yes	Yes	No
WFC	Wells Fargo & Company	Purchase	2017-02-23	$50,001 – $100,000	6.5	500	Large Cap	Financial Services	32	Above Average	No	No	No
SPY	SPDR S&P 500 ETF Trust	Purchase	2017-05-12	$1,001 – $15,000	7	0	ETF	ETF	33	Normal	No	No	Yes
AAPL	Apple Inc.	Purchase	2017-11-17	$15,001 – $50,000	7.5	3200	Mega Cap	Technology	35	Normal	No	No	No
DIS	Walt Disney Company	Sale	2017-08-26	$1,001 – $15,000	6	500	Large Cap	Consumer	45	Normal	No	Yes	No
DIS	Walt Disney Company	Purchase	2017-07-20	$15,001 – $50,000	6.5	500	Large Cap	Consumer	41	Normal	No	No	No
V	Visa Inc.	Sale	2017-02-13	$1,001 – $15,000	7	500	Large Cap	Financial Services	38	Normal	No	No	No
AAPL	Apple Inc.	Purchase	2017-07-21	$15,001 – $50,000	7.5	3200	Mega Cap	Technology	33	Normal	Yes	No	Yes
VTI	Vanguard Total Stock Market ETF	Purchase	2017-02-18	$1,001 – $15,000	6	0	ETF	ETF	33	Normal	No	Yes	No
BAC	Bank of America Corp	Purchase	2017-09-18	$15,001 – $50,000	6.5	500	Large Cap	Financial Services	35	Normal	No	No	No
KO	Coca-Cola Company	Sale	2017-04-21	$100,001 – $250,000	7	500	Large Cap	Consumer	38	Medium	No	No	No
UNH	UnitedHealth Group Inc.	Purchase	2017-01-14	$15,001 – $50,000	7.5	500	Large Cap	Consumer	35	Normal	No	No	No
DIS	Walt Disney Company	Sale	2017-05-03	$15,001 – $50,000	6	500	Large Cap	Consumer	36	Normal	No	Yes	Yes
V	Visa Inc.	Purchase	2017-09-20	$15,001 – $50,000	6.5	500	Large Cap	Financial Services	42	Normal	No	No	No
AMZN	Amazon.com Inc.	Purchase	2017-08-29	$1,001 – $15,000	7	500	Mega Cap	Consumer	37	Normal	Yes	No	No
NVDA	NVIDIA Corporation	Purchase	2017-09-05	$1,001 – $15,000	7.5	500	Mega Cap	Technology	31	Normal	No	No	No
GOOGL	Alphabet Inc.	Purchase	2017-02-13	$1,001 – $15,000	6	1800	Mega Cap	Technology	34	Normal	No	Yes	No
SPY	SPDR S&P 500 ETF Trust	Purchase	2017-10-12	$15,001 – $50,000	6.5	0	ETF	ETF	37	Normal	No	No	Yes
MA	Mastercard Inc.	Purchase	2017-03-03	$1,001 – $15,000	7	500	Large Cap	Financial Services	34	Normal	No	No	No
NVDA	NVIDIA Corporation	Purchase	2017-07-11	$50,001 – $100,000	7.5	500	Mega Cap	Technology	32	Above Average	No	No	No
UNH	UnitedHealth Group Inc.	Purchase	2017-10-14	$15,001 – $50,000	6	500	Large Cap	Consumer	45	Normal	No	Yes	No
MA	Mastercard Inc.	Purchase	2017-10-29	$1,001 – $15,000	6.5	500	Large Cap	Financial Services	43	Normal	Yes	No	No
MA	Mastercard Inc.	Sale	2017-09-16	$1,001 – $15,000	7	500	Large Cap	Financial Services	36	Normal	No	No	Yes
SPY	SPDR S&P 500 ETF Trust	Sale	2017-11-28	$100,001 – $250,000	7.5	0	ETF	ETF	43	Medium	No	No	No
PFE	Pfizer Inc.	Sale	2017-07-09	$1,001 – $15,000	6	500	Large Cap	Consumer	41	Normal	No	Yes	No
ABBV	AbbVie Inc.	Purchase	2017-12-03	$1,001 – $15,000	6.5	500	Large Cap	Consumer	36	Normal	No	No	No
TSLA	Tesla Inc.	Sale	2017-03-02	$50,001 – $100,000	7	500	Mega Cap	Consumer	39	Above Average	No	No	No
MA	Mastercard Inc.	Purchase	2017-01-11	$1,001 – $15,000	7.5	500	Large Cap	Financial Services	32	Normal	No	No	Yes
GS	Goldman Sachs Group Inc.	Purchase	2017-08-28	$50,001 – $100,000	6	500	Large Cap	Financial Services	31	Above Average	Yes	Yes	No
UNH	UnitedHealth Group Inc.	Purchase	2018-07-27	$1,001 – $15,000	6.5	500	Large Cap	Consumer	34	Normal	Yes	No	No
WFC	Wells Fargo & Company	Purchase	2018-12-22	$50,001 – $100,000	7	500	Large Cap	Financial Services	45	Above Average	No	No	Yes
AMZN	Amazon.com Inc.	Purchase	2018-10-19	$15,001 – $50,000	7.5	500	Mega Cap	Consumer	40	Normal	No	No	No
HD	Home Depot Inc.	Purchase	2018-04-08	$250,001 – $500,000	6	500	Large Cap	Consumer	43	Large	No	Yes	No
PFE	Pfizer Inc.	Sale	2018-04-22	$1,001 – $15,000	6.5	500	Large Cap	Consumer	43	Normal	No	No	No
VTI	Vanguard Total Stock Market ETF	Purchase	2018-04-22	$50,001 – $100,000	7	0	ETF	ETF	44	Above Average	No	No	No
XOM	Exxon Mobil Corporation	Purchase	2018-03-04	$15,001 – $50,000	7.5	500	Large Cap	Energy	45	Normal	No	No	Yes
GOOGL	Alphabet Inc.	Sale	2018-12-24	$15,001 – $50,000	6	1800	Mega Cap	Technology	30	Normal	Yes	Yes	No
MA	Mastercard Inc.	Purchase	2018-06-16	$1,001 – $15,000	6.5	500	Large Cap	Financial Services	38	Normal	No	No	No
WMT	Walmart Inc.	Purchase	2018-07-29	$1,001 – $15,000	7	500	Large Cap	Consumer	30	Normal	No	No	No
SPY	SPDR S&P 500 ETF Trust	Purchase	2018-10-11	$15,001 – $50,000	7.5	0	ETF	ETF	32	Normal	No	No	No
META	Meta Platforms Inc.	Sale	2018-08-12	$500,001 – $1,000,000	6	500	Mega Cap	Technology	36	Large	No	Yes	Yes
HD	Home Depot Inc.	Purchase	2018-12-09	$100,001 – $250,000	6.5	500	Large Cap	Consumer	30	Medium	No	No	No
ABBV	AbbVie Inc.	Purchase	2018-01-28	$1,001 – $15,000	7	500	Large Cap	Consumer	33	Normal	No	No	No
SPY	SPDR S&P 500 ETF Trust	Sale	2018-11-02	$100,001 – $250,000	7.5	0	ETF	ETF	36	Medium	Yes	No	No
SPY	SPDR S&P 500 ETF Trust	Purchase	2018-02-03	$1,001 – $15,000	6	0	ETF	ETF	40	Normal	No	Yes	No
V	Visa Inc.	Sale	2018-03-27	$1,001 – $15,000	6.5	500	Large Cap	Financial Services	31	Normal	No	No	Yes
COP	ConocoPhillips	Sale	2018-05-09	$15,001 – $50,000	7	500	Large Cap	Energy	39	Normal	No	No	No
CVX	Chevron Corporation	Purchase	2018-01-27	$1,001 – $15,000	7.5	500	Large Cap	Energy	45	Normal	No	No	No
GS	Goldman Sachs Group Inc.	Purchase	2018-09-20	$1,001 – $15,000	6	500	Large Cap	Financial Services	36	Normal	No	Yes	No
QQQ	Invesco QQQ Trust	Purchase	2018-10-26	$15,001 – $50,000	6.5	0	ETF	ETF	31	Normal	No	No	No
KO	Coca-Cola Company	Purchase	2018-03-10	$1,001 – $15,000	7	500	Large Cap	Consumer	33	Normal	Yes	No	Yes
BAC	Bank of America Corp	Sale	2018-03-15	$1,001 – $15,000	7.5	500	Large Cap	Financial Services	44	Normal	No	No	No
SPY	SPDR S&P 500 ETF Trust	Purchase	2018-02-11	$1,001 – $15,000	6	0	ETF	ETF	30	Normal	No	Yes	No
MSFT	Microsoft Corporation	Purchase	2018-07-16	$1,001 – $15,000	6.5	2800	Mega Cap	Technology	36	Normal	No	No	No
AMZN	Amazon.com Inc.	Sale	2018-08-30	$1,001 – $15,000	7	500	Mega Cap	Consumer	43	Normal	No	No	No
V	Visa Inc.	Purchase	2018-09-30	$1,001 – $15,000	7.5	500	Large Cap	Financial Services	40	Normal	No	No	Yes
HD	Home Depot Inc.	Purchase	2018-06-12	$1,001 – $15,000	6	500	Large Cap	Consumer	36	Normal	No	Yes	No
VTI	Vanguard Total Stock Market ETF	Sale	2018-02-28	$1,001 – $15,000	6.5	0	ETF	ETF	34	Normal	Yes	No	No
NVDA	NVIDIA Corporation	Sale	2018-09-12	$1,001 – $15,000	7	500	Mega Cap	Technology	42	Normal	No	No	No
XOM	Exxon Mobil Corporation	Purchase	2018-01-29	$250,001 – $500,000	7.5	500	Large Cap	Energy	32	Large	No	No	No
JPM	JPMorgan Chase & Co.	Purchase	2018-11-04	$15,001 – $50,000	6	500	Large Cap	Financial Services	32	Normal	No	Yes	Yes
XOM	Exxon Mobil Corporation	Purchase	2018-04-17	$1,001 – $15,000	6.5	500	Large Cap	Energy	37	Normal	No	No	No
HD	Home Depot Inc.	Purchase	2018-10-22	$15,001 – $50,000	7	500	Large Cap	Consumer	42	Normal	No	No	No
GOOGL	Alphabet Inc.	Purchase	2018-08-11	$1,001 – $15,000	7.5	1800	Mega Cap	Technology	43	Normal	No	No	No
JPM	JPMorgan Chase & Co.	Sale	2018-12-14	$15,001 – $50,000	6	500	Large Cap	Financial Services	45	Normal	Yes	Yes	No
XOM	Exxon Mobil Corporation	Sale	2018-06-18	$50,001 – $100,000	6.5	500	Large Cap	Energy	36	Above Average	No	No	Yes
WFC	Wells Fargo & Company	Purchase	2018-08-07	$1,001 – $15,000	7	500	Large Cap	Financial Services	44	Normal	No	No	No
JNJ	Johnson & Johnson	Sale	2019-04-07	$1,001 – $15,000	6.5	500	Large Cap	Consumer	41	Normal	No	No	No
PFE	Pfizer Inc.	Purchase	2019-01-01	$50,001 – $100,000	7	500	Large Cap	Consumer	43	Above Average	No	No	No
HD	Home Depot Inc.	Purchase	2019-04-28	$1,001 – $15,000	7.5	500	Large Cap	Consumer	34	Normal	No	No	Yes
GOOGL	Alphabet Inc.	Sale	2019-01-10	$25,000,001 – $50,000,000	6	1800	Mega Cap	Technology	37	Very Large	No	Yes	No
DIS	Walt Disney Company	Purchase	2019-08-29	$1,001 – $15,000	6.5	500	Large Cap	Consumer	33	Normal	Yes	No	No
GOOGL	Alphabet Inc.	Sale	2019-06-11	$1,001 – $15,000	7	1800	Mega Cap	Technology	30	Normal	No	No	No
UNH	UnitedHealth Group Inc.	Purchase	2019-04-20	$1,001 – $15,000	7.5	500	Large Cap	Consumer	36	Normal	No	No	No
AAPL	Apple Inc.	Purchase	2019-09-20	$15,001 – $50,000	6	3200	Mega Cap	Technology	34	Normal	No	Yes	Yes
JNJ	Johnson & Johnson	Sale	2019-04-22	$50,001 – $100,000	6.5	500	Large Cap	Consumer	34	Above Average	No	No	No
KO	Coca-Cola Company	Purchase	2019-02-23	$50,001 – $100,000	7	500	Large Cap	Consumer	44	Above Average	No	No	No
DIS	Walt Disney Company	Sale	2019-06-24	$500,001 – $1,000,000	7.5	500	Large Cap	Consumer	32	Large	No	No	No
SPY	SPDR S&P 500 ETF Trust	Purchase	2019-04-17	$15,001 – $50,000	6	0	ETF	ETF	40	Normal	Yes	Yes	No
PFE	Pfizer Inc.	Purchase	2019-02-15	$50,001 – $100,000	6.5	500	Large Cap	Consumer	32	Above Average	No	No	Yes
V	Visa Inc.	Sale	2019-11-24	$15,001 – $50,000	7	500	Large Cap	Financial Services	45	Normal	No	No	No
WFC	Wells Fargo & Company	Purchase	2019-06-22	$15,001 – $50,000	7.5	500	Large Cap	Financial Services	45	Normal	No	No	No
HD	Home Depot Inc.	Purchase	2019-12-18	$15,001 – $50,000	6	500	Large Cap	Consumer	39	Normal	No	Yes	No
NVDA	NVIDIA Corporation	Sale	2019-12-23	$250,001 – $500,000	6.5	500	Mega Cap	Technology	33	Large	No	No	No
JPM	JPMorgan Chase & Co.	Sale	2019-05-13	$100,001 – $250,000	7	500	Large Cap	Financial Services	42	Medium	No	No	Yes
GS	Goldman Sachs Group Inc.	Sale	2019-11-08	$1,001 – $15,000	7.5	500	Large Cap	Financial Services	38	Normal	Yes	No	No
ABBV	AbbVie Inc.	Purchase	2019-04-08	$1,001 – $15,000	6	500	Large Cap	Consumer	36	Normal	No	Yes	No
KO	Coca-Cola Company	Sale	2019-09-01	$1,001 – $15,000	6.5	500	Large Cap	Consumer	40	Normal	No	No	No
HD	Home Depot Inc.	Purchase	2019-08-16	$250,001 – $500,000	7	500	Large Cap	Consumer	40	Large	No	No	No
KO	Coca-Cola Company	Purchase	2019-03-12	$1,001 – $15,000	7.5	500	Large Cap	Consumer	43	Normal	No	No	Yes
JNJ	Johnson & Johnson	Purchase	2019-07-13	$15,001 – $50,000	6	500	Large Cap	Consumer	37	Normal	No	Yes	No
NVDA	NVIDIA Corporation	Sale	2019-10-30	$1,001 – $15,000	6.5	500	Mega Cap	Technology	37	Normal	No	No	No
COP	ConocoPhillips	Sale	2019-03-09	$250,001 – $500,000	7	500	Large Cap	Energy	36	Large	Yes	No	No
COP	ConocoPhillips	Purchase	2019-07-17	$1,001 – $15,000	7.5	500	Large Cap	Energy	31	Normal	No	No	No
MSFT	Microsoft Corporation	Sale	2019-01-15	$1,001 – $15,000	6	2800	Mega Cap	Technology	41	Normal	No	Yes	Yes
COST	Costco Wholesale Corp	Purchase	2019-06-22	$15,001 – $50,000	6.5	500	Large Cap	Consumer	38	Normal	No	No	No
PG	Procter & Gamble Company	Purchase	2019-04-09	$100,001 – $250,000	7	500	Large Cap	Consumer	34	Medium	No	No	No
ABBV	AbbVie Inc.	Purchase	2019-08-09	$50,001 – $100,000	7.5	500	Large Cap	Consumer	42	Above Average	No	No	No
PFE	Pfizer Inc.	Sale	2019-06-29	$15,001 – $50,000	6	500	Large Cap	Consumer	31	Normal	No	Yes	No
GOOGL	Alphabet Inc.	Purchase	2019-09-05	$15,001 – $50,000	6.5	1800	Mega Cap	Technology	43	Normal	Yes	No	Yes
BAC	Bank of America Corp	Purchase	2019-10-06	$1,001 – $15,000	7	500	Large Cap	Financial Services	35	Normal	No	No	No
AAPL	Apple Inc.	Purchase	2019-03-04	$1,001 – $15,000	7.5	3200	Mega Cap	Technology	39	Normal	No	No	No
ABBV	AbbVie Inc.	Purchase	2019-01-09	$15,001 – $50,000	6	500	Large Cap	Consumer	35	Normal	No	Yes	No
CVX	Chevron Corporation	Sale	2019-08-08	$50,001 – $100,000	6.5	500	Large Cap	Energy	36	Above Average	No	No	No
ABBV	AbbVie Inc.	Purchase	2020-02-01	$1,001 – $15,000	7.5	500	Large Cap	Consumer	30	Normal	No	No	No
CVX	Chevron Corporation	Purchase	2020-08-20	$1,001 – $15,000	6	500	Large Cap	Energy	32	Normal	No	Yes	No
AMZN	Amazon.com Inc.	Purchase	2020-03-28	$15,001 – $50,000	6.5	500	Mega Cap	Consumer	34	Normal	No	No	Yes
HD	Home Depot Inc.	Purchase	2020-06-18	$1,001 – $15,000	7	500	Large Cap	Consumer	39	Normal	No	No	No
DIS	Walt Disney Company	Sale	2020-03-29	$15,001 – $50,000	7.5	500	Large Cap	Consumer	37	Normal	No	No	No
ABBV	AbbVie Inc.	Purchase	2020-11-29	$50,001 – $100,000	6	500	Large Cap	Consumer	42	Above Average	No	Yes	No
COST	Costco Wholesale Corp	Purchase	2020-10-20	$1,001 – $15,000	6.5	500	Large Cap	Consumer	40	Normal	Yes	No	No
WMT	Walmart Inc.	Purchase	2020-01-02	$50,001 – $100,000	7	500	Large Cap	Consumer	44	Above Average	No	No	Yes
CVX	Chevron Corporation	Purchase	2020-05-29	$15,001 – $50,000	7.5	500	Large Cap	Energy	40	Normal	No	No	No
META	Meta Platforms Inc.	Purchase	2020-06-04	$1,001 – $15,000	6	500	Mega Cap	Technology	32	Normal	No	Yes	No
META	Meta Platforms Inc.	Sale	2020-07-13	$15,001 – $50,000	6.5	500	Mega Cap	Technology	30	Normal	No	No	No
HD	Home Depot Inc.	Sale	2020-01-11	$1,001 – $15,000	7	500	Large Cap	Consumer	35	Normal	No	No	No
WFC	Wells Fargo & Company	Purchase	2020-11-19	$1,001 – $15,000	7.5	500	Large Cap	Financial Services	37	Normal	No	No	Yes
DIS	Walt Disney Company	Sale	2020-10-22	$15,001 – $50,000	6	500	Large Cap	Consumer	31	Normal	Yes	Yes	No
CVX	Chevron Corporation	Purchase	2020-02-22	$100,001 – $250,000	6.5	500	Large Cap	Energy	35	Medium	No	No	No
NVDA	NVIDIA Corporation	Purchase	2020-10-11	$15,001 – $50,000	7	500	Mega Cap	Technology	35	Normal	No	No	No
XOM	Exxon Mobil Corporation	Sale	2020-03-17	$1,001 – $15,000	7.5	500	Large Cap	Energy	35	Normal	No	No	No
KO	Coca-Cola Company	Sale	2020-06-13	$1,001 – $15,000	6	500	Large Cap	Consumer	45	Normal	No	Yes	Yes
COST	Costco Wholesale Corp	Purchase	2020-04-06	$1,001 – $15,000	6.5	500	Large Cap	Consumer	41	Normal	No	No	No
GS	Goldman Sachs Group Inc.	Purchase	2020-10-05	$1,001 – $15,000	7	500	Large Cap	Financial Services	45	Normal	No	No	No
WMT	Walmart Inc.	Purchase	2020-09-02	$1,001 – $15,000	7.5	500	Large Cap	Consumer	32	Normal	Yes	No	No
MSFT	Microsoft Corporation	Purchase	2020-10-29	$1,001 – $15,000	6	2800	Mega Cap	Technology	39	Normal	No	Yes	No
JNJ	Johnson & Johnson	Sale	2020-09-29	$15,001 – $50,000	6.5	500	Large Cap	Consumer	44	Normal	No	No	Yes
MSFT	Microsoft Corporation	Sale	2020-01-16	$1,001 – $15,000	7	2800	Mega Cap	Technology	35	Normal	No	No	No
GS	Goldman Sachs Group Inc.	Sale	2020-06-13	$50,001 – $100,000	7.5	500	Large Cap	Financial Services	30	Above Average	No	No	No
MSFT	Microsoft Corporation	Sale	2020-05-29	$100,001 – $250,000	6	2800	Mega Cap	Technology	30	Medium	No	Yes	No
MSFT	Microsoft Corporation	Sale	2020-03-24	$250,001 – $500,000	6.5	2800	Mega Cap	Technology	41	Large	No	No	No
PFE	Pfizer Inc.	Purchase	2020-08-26	$50,001 – $100,000	7	500	Large Cap	Consumer	33	Above Average	Yes	No	Yes
SPY	SPDR S&P 500 ETF Trust	Sale	2020-08-31	$1,001 – $15,000	7.5	0	ETF	ETF	38	Normal	No	No	No
COST	Costco Wholesale Corp	Purchase	2020-01-24	$50,001 – $100,000	6	500	Large Cap	Consumer	43	Above Average	No	Yes	No
COP	ConocoPhillips	Sale	2020-08-10	$50,001 – $100,000	6.5	500	Large Cap	Energy	31	Above Average	No	No	No
HD	Home Depot Inc.	Sale	2020-11-28	$50,001 – $100,000	7	500	Large Cap	Consumer	37	Above Average	No	No	No
ABBV	AbbVie Inc.	Sale	2020-12-26	$15,001 – $50,000	7.5	500	Large Cap	Consumer	37	Normal	No	No	Yes
PG	Procter & Gamble Company	Purchase	2020-08-07	$15,001 – $50,000	6	500	Large Cap	Consumer	44	Normal	No	Yes	No
COST	Costco Wholesale Corp	Sale	2020-07-14	$1,001 – $15,000	6.5	500	Large Cap	Consumer	45	Normal	Yes	No	No
HD	Home Depot Inc.	Purchase	2020-12-20	$100,001 – $250,000	7	500	Large Cap	Consumer	31	Medium	No	No	No
AMZN	Amazon.com Inc.	Purchase	2020-06-06	$1,001 – $15,000	7.5	500	Mega Cap	Consumer	35	Normal	No	No	No
NVDA	NVIDIA Corporation	Purchase	2020-06-20	$500,001 – $1,000,000	6	500	Mega Cap	Technology	44	Large	No	Yes	Yes
XOM	Exxon Mobil Corporation	Purchase	2020-10-09	$1,001 – $15,000	6.5	500	Large Cap	Energy	40	Normal	No	No	No
HD	Home Depot Inc.	Purchase	2020-11-14	$50,001 – $100,000	7	500	Large Cap	Consumer	44	Above Average	No	No	No
GS	Goldman Sachs Group Inc.	Purchase	2020-01-02	$1,001 – $15,000	7.5	500	Large Cap	Financial Services	41	Normal	No	No	No
BAC	Bank of America Corp	Sale	2020-11-02	$1,001 – $15,000	6	500	Large Cap	Financial Services	45	Normal	Yes	Yes	No
WMT	Walmart Inc.	Purchase	2020-04-10	$1,001 – $15,000	6.5	500	Large Cap	Consumer	38	Normal	No	No	Yes
GS	Goldman Sachs Group Inc.	Purchase	2021-02-10	$1,001 – $15,000	6	500	Large Cap	Financial Services	42	Normal	No	Yes	No
DIS	Walt Disney Company	Sale	2021-11-30	$1,001 – $15,000	6.5	500	Large Cap	Consumer	31	Normal	No	No	No
JNJ	Johnson & Johnson	Purchase	2021-06-21	$1,001 – $15,000	7	500	Large Cap	Consumer	37	Normal	No	No	No
META	Meta Platforms Inc.	Purchase	2021-10-30	$500,001 – $1,000,000	7.5	500	Mega Cap	Technology	42	Large	No	No	Yes
GOOGL	Alphabet Inc.	Sale	2021-03-19	$1,001 – $15,000	6	1800	Mega Cap	Technology	45	Normal	No	Yes	No
GS	Goldman Sachs Group Inc.	Sale	2021-07-14	$1,001 – $15,000	6.5	500	Large Cap	Financial Services	33	Normal	Yes	No	No
CVX	Chevron Corporation	Purchase	2021-01-04	$500,001 – $1,000,000	7	500	Large Cap	Energy	30	Large	No	No	No
CVX	Chevron Corporation	Purchase	2021-02-28	$50,001 – $100,000	7.5	500	Large Cap	Energy	30	Above Average	No	No	No
BAC	Bank of America Corp	Purchase	2021-12-13	$15,001 – $50,000	6	500	Large Cap	Financial Services	32	Normal	No	Yes	Yes
GS	Goldman Sachs Group Inc.	Purchase	2021-02-02	$1,001 – $15,000	6.5	500	Large Cap	Financial Services	43	Normal	No	No	No
WFC	Wells Fargo & Company	Sale	2021-06-18	$100,001 – $250,000	7	500	Large Cap	Financial Services	37	Medium	No	No	No
VTI	Vanguard Total Stock Market ETF	Purchase	2021-03-19	$15,001 – $50,000	7.5	0	ETF	ETF	37	Normal	No	No	No
QQQ	Invesco QQQ Trust	Purchase	2021-04-26	$1,001 – $15,000	6	0	ETF	ETF	37	Normal	Yes	Yes	No
WFC	Wells Fargo & Company	Purchase	2021-02-25	$250,001 – $500,000	6.5	500	Large Cap	Financial Services	45	Large	No	No	Yes
XOM	Exxon Mobil Corporation	Purchase	2021-07-12	$15,001 – $50,000	7	500	Large Cap	Energy	32	Normal	No	No	No
JNJ	Johnson & Johnson	Purchase	2021-02-26	$500,001 – $1,000,000	7.5	500	Large Cap	Consumer	31	Large	No	No	No
PFE	Pfizer Inc.	Sale	2021-05-31	$1,001 – $15,000	6	500	Large Cap	Consumer	33	Normal	No	Yes	No
KO	Coca-Cola Company	Purchase	2021-07-04	$1,001 – $15,000	6.5	500	Large Cap	Consumer	36	Normal	No	No	No
XOM	Exxon Mobil Corporation	Purchase	2021-04-13	$1,001 – $15,000	7	500	Large Cap	Energy	35	Normal	No	No	Yes
JNJ	Johnson & Johnson	Purchase	2021-02-23	$1,001 – $15,000	7.5	500	Large Cap	Consumer	44	Normal	Yes	No	No
BAC	Bank of America Corp	Purchase	2021-07-28	$50,001 – $100,000	6	500	Large Cap	Financial Services	41	Above Average	No	Yes	No
V	Visa Inc.	Sale	2021-04-01	$1,001 – $15,000	6.5	500	Large Cap	Financial Services	31	Normal	No	No	No
PFE	Pfizer Inc.	Purchase	2021-11-05	$1,001 – $15,000	7	500	Large Cap	Consumer	43	Normal	No	No	No
AAPL	Apple Inc.	Sale	2021-10-23	$50,001 – $100,000	7.5	3200	Mega Cap	Technology	43	Above Average	No	No	Yes
SPY	SPDR S&P 500 ETF Trust	Purchase	2021-11-28	$1,001 – $15,000	6	0	ETF	ETF	31	Normal	No	Yes	No
ABBV	AbbVie Inc.	Purchase	2021-10-16	$15,001 – $50,000	6.5	500	Large Cap	Consumer	36	Normal	No	No	No
COP	ConocoPhillips	Sale	2021-05-04	$250,001 – $500,000	7	500	Large Cap	Energy	43	Large	Yes	No	No
SPY	SPDR S&P 500 ETF Trust	Sale	2021-08-22	$1,001 – $15,000	7.5	0	ETF	ETF	38	Normal	No	No	No
DIS	Walt Disney Company	Purchase	2021-07-27	$1,001 – $15,000	6	500	Large Cap	Consumer	30	Normal	No	Yes	Yes
META	Meta Platforms Inc.	Purchase	2021-08-07	$15,001 – $50,000	6.5	500	Mega Cap	Technology	41	Normal	No	No	No
GS	Goldman Sachs Group Inc.	Purchase	2021-01-05	$100,001 – $250,000	7	500	Large Cap	Financial Services	34	Medium	No	No	No
V	Visa Inc.	Sale	2021-11-11	$15,001 – $50,000	7.5	500	Large Cap	Financial Services	35	Normal	No	No	No
META	Meta Platforms Inc.	Sale	2021-04-05	$15,001 – $50,000	6	500	Mega Cap	Technology	41	Normal	No	Yes	No
PG	Procter & Gamble Company	Sale	2021-11-20	$15,001 – $50,000	6.5	500	Large Cap	Consumer	33	Normal	Yes	No	Yes
WMT	Walmart Inc.	Purchase	2021-04-12	$1,001 – $15,000	7	500	Large Cap	Consumer	31	Normal	No	No	No
UNH	UnitedHealth Group Inc.	Sale	2021-02-19	$250,001 – $500,000	7.5	500	Large Cap	Consumer	31	Large	No	No	No
CVX	Chevron Corporation	Purchase	2021-06-01	$15,001 – $50,000	6	500	Large Cap	Energy	34	Normal	No	Yes	No
JPM	JPMorgan Chase & Co.	Purchase	2021-02-06	$15,001 – $50,000	6.5	500	Large Cap	Financial Services	44	Normal	No	No	No
HD	Home Depot Inc.	Sale	2021-11-03	$1,001 – $15,000	7	500	Large Cap	Consumer	34	Normal	No	No	Yes
VTI	Vanguard Total Stock Market ETF	Sale	2022-01-20	$100,001 – $250,000	6.5	0	ETF	ETF	41	Medium	No	No	No
GS	Goldman Sachs Group Inc.	Purchase	2022-06-14	$50,001 – $100,000	7	500	Large Cap	Financial Services	34	Above Average	No	No	No
NVDA	NVIDIA Corporation	Sale	2022-07-21	$250,001 – $500,000	7.5	500	Mega Cap	Technology	30	Large	No	No	No
BAC	Bank of America Corp	Purchase	2022-06-21	$15,001 – $50,000	6	500	Large Cap	Financial Services	35	Normal	No	Yes	Yes
DIS	Walt Disney Company	Purchase	2022-05-13	$1,001 – $15,000	6.5	500	Large Cap	Consumer	37	Normal	No	No	No
META	Meta Platforms Inc.	Purchase	2022-11-05	$250,001 – $500,000	7	500	Mega Cap	Technology	41	Large	No	No	No
CVX	Chevron Corporation	Purchase	2022-09-30	$1,001 – $15,000	7.5	500	Large Cap	Energy	33	Normal	Yes	No	No
WMT	Walmart Inc.	Sale	2022-11-25	$15,001 – $50,000	6	500	Large Cap	Consumer	44	Normal	No	Yes	No
KO	Coca-Cola Company	Sale	2022-06-07	$100,001 – $250,000	6.5	500	Large Cap	Consumer	35	Medium	No	No	Yes
ABBV	AbbVie Inc.	Purchase	2022-04-21	$1,001 – $15,000	7	500	Large Cap	Consumer	39	Normal	No	No	No
XOM	Exxon Mobil Corporation	Sale	2022-08-26	$15,001 – $50,000	7.5	500	Large Cap	Energy	35	Normal	No	No	No
NVDA	NVIDIA Corporation	Purchase	2022-10-05	$100,001 – $250,000	6	500	Mega Cap	Technology	34	Medium	No	Yes	No
JPM	JPMorgan Chase & Co.	Purchase	2022-07-23	$50,001 – $100,000	6.5	500	Large Cap	Financial Services	37	Above Average	No	No	No
XOM	Exxon Mobil Corporation	Sale	2022-03-20	$1,001 – $15,000	7	500	Large Cap	Energy	36	Normal	Yes	No	Yes
V	Visa Inc.	Purchase	2022-04-07	$50,001 – $100,000	7.5	500	Large Cap	Financial Services	31	Above Average	No	No	No
MA	Mastercard Inc.	Sale	2022-08-11	$50,001 – $100,000	6	500	Large Cap	Financial Services	31	Above Average	No	Yes	No
CVX	Chevron Corporation	Purchase	2022-03-02	$15,001 – $50,000	6.5	500	Large Cap	Energy	40	Normal	No	No	No
META	Meta Platforms Inc.	Purchase	2022-05-09	$250,001 – $500,000	7	500	Mega Cap	Technology	36	Large	No	No	No
UNH	UnitedHealth Group Inc.	Sale	2022-12-25	$1,001 – $15,000	7.5	500	Large Cap	Consumer	31	Normal	No	No	Yes
ABBV	AbbVie Inc.	Purchase	2022-03-06	$50,001 – $100,000	6	500	Large Cap	Consumer	41	Above Average	No	Yes	No
NVDA	NVIDIA Corporation	Purchase	2022-12-11	$1,001 – $15,000	6.5	500	Mega Cap	Technology	34	Normal	Yes	No	No
CVX	Chevron Corporation	Sale	2022-10-08	$15,001 – $50,000	7	500	Large Cap	Energy	33	Normal	No	No	No
COP	ConocoPhillips	Purchase	2022-01-06	$1,001 – $15,000	7.5	500	Large Cap	Energy	43	Normal	No	No	No
META	Meta Platforms Inc.	Purchase	2022-01-08	$250,001 – $500,000	6	500	Mega Cap	Technology	30	Large	No	Yes	Yes
JPM	JPMorgan Chase & Co.	Purchase	2022-10-21	$15,001 – $50,000	6.5	500	Large Cap	Financial Services	45	Normal	No	No	No
PG	Procter & Gamble Company	Sale	2022-03-15	$1,001 – $15,000	7	500	Large Cap	Consumer	35	Normal	No	No	No
MA	Mastercard Inc.	Purchase	2022-02-28	$500,001 – $1,000,000	7.5	500	Large Cap	Financial Services	31	Large	No	No	No
HD	Home Depot Inc.	Sale	2022-04-08	$50,001 – $100,000	6	500	Large Cap	Consumer	42	Above Average	Yes	Yes	No
HD	Home Depot Inc.	Sale	2022-05-30	$1,001 – $15,000	6.5	500	Large Cap	Consumer	33	Normal	No	No	Yes
CVX	Chevron Corporation	Sale	2022-05-25	$50,001 – $100,000	7	500	Large Cap	Energy	32	Above Average	No	No	No
PG	Procter & Gamble Company	Purchase	2022-04-09	$1,001 – $15,000	7.5	500	Large Cap	Consumer	43	Normal	No	No	No
BAC	Bank of America Corp	Purchase	2022-10-23	$500,001 – $1,000,000	6	500	Large Cap	Financial Services	43	Large	No	Yes	No
XOM	Exxon Mobil Corporation	Purchase	2022-09-19	$50,001 – $100,000	6.5	500	Large Cap	Energy	37	Above Average	No	No	No
BAC	Bank of America Corp	Purchase	2022-02-05	$15,001 – $50,000	7	500	Large Cap	Financial Services	34	Normal	No	No	Yes
PFE	Pfizer Inc.	Sale	2022-01-28	$50,001 – $100,000	7.5	500	Large Cap	Consumer	34	Above Average	Yes	No	No
WMT	Walmart Inc.	Sale	2022-06-10	$1,001 – $15,000	6	500	Large Cap	Consumer	33	Normal	No	Yes	No
COP	ConocoPhillips	Purchase	2022-01-02	$1,000,001 – $5,000,000	6.5	500	Large Cap	Energy	39	Very Large	No	No	No
TSLA	Tesla Inc.	Purchase	2023-04-02	$1,001 – $15,000	6.5	500	Mega Cap	Consumer	34	Normal	No	No	No
XOM	Exxon Mobil Corporation	Purchase	2023-03-16	$1,001 – $15,000	7	500	Large Cap	Energy	33	Normal	Yes	No	No
META	Meta Platforms Inc.	Sale	2023-12-12	$500,001 – $1,000,000	7.5	500	Mega Cap	Technology	38	Large	No	No	No
GS	Goldman Sachs Group Inc.	Purchase	2023-08-28	$100,001 – $250,000	6	500	Large Cap	Financial Services	40	Medium	No	Yes	Yes
NVDA	NVIDIA Corporation	Sale	2023-01-22	$1,001 – $15,000	6.5	500	Mega Cap	Technology	40	Normal	No	No	No
MA	Mastercard Inc.	Purchase	2023-12-16	$1,001 – $15,000	7	500	Large Cap	Financial Services	32	Normal	No	No	No
AAPL	Apple Inc.	Sale	2023-08-07	$50,001 – $100,000	7.5	3200	Mega Cap	Technology	32	Above Average	No	No	No
PG	Procter & Gamble Company	Purchase	2023-12-29	$1,001 – $15,000	6	500	Large Cap	Consumer	32	Normal	No	Yes	No
AMZN	Amazon.com Inc.	Purchase	2023-10-28	$15,001 – $50,000	6.5	500	Mega Cap	Consumer	31	Normal	Yes	No	Yes
META	Meta Platforms Inc.	Purchase	2023-12-06	$50,001 – $100,000	7	500	Mega Cap	Technology	40	Above Average	No	No	No
WMT	Walmart Inc.	Purchase	2023-05-29	$50,001 – $100,000	7.5	500	Large Cap	Consumer	36	Above Average	No	No	No
HD	Home Depot Inc.	Purchase	2023-09-14	$15,001 – $50,000	6	500	Large Cap	Consumer	38	Normal	No	Yes	No
GS	Goldman Sachs Group Inc.	Sale	2023-02-17	$50,001 – $100,000	6.5	500	Large Cap	Financial Services	30	Above Average	No	No	No
WMT	Walmart Inc.	Purchase	2023-02-06	$15,001 – $50,000	7	500	Large Cap	Consumer	40	Normal	No	No	Yes
WMT	Walmart Inc.	Sale	2023-03-19	$50,001 – $100,000	7.5	500	Large Cap	Consumer	42	Above Average	No	No	No
ABBV	AbbVie Inc.	Sale	2023-07-01	$1,001 – $15,000	6	500	Large Cap	Consumer	44	Normal	Yes	Yes	No
SPY	SPDR S&P 500 ETF Trust	Purchase	2023-05-16	$250,001 – $500,000	6.5	0	ETF	ETF	37	Large	No	No	No
GOOGL	Alphabet Inc.	Purchase	2023-01-04	$1,001 – $15,000	7	1800	Mega Cap	Technology	40	Normal	No	No	No
CVX	Chevron Corporation	Sale	2023-12-26	$15,001 – $50,000	7.5	500	Large Cap	Energy	45	Normal	No	No	Yes
HD	Home Depot Inc.	Purchase	2023-09-24	$1,001 – $15,000	6	500	Large Cap	Consumer	33	Normal	No	Yes	No
JPM	JPMorgan Chase & Co.	Purchase	2023-05-24	$50,001 – $100,000	6.5	500	Large Cap	Financial Services	45	Above Average	No	No	No
SPY	SPDR S&P 500 ETF Trust	Sale	2023-02-05	$15,001 – $50,000	7	0	ETF	ETF	34	Normal	No	No	No
COP	ConocoPhillips	Purchase	2023-10-05	$1,001 – $15,000	7.5	500	Large Cap	Energy	30	Normal	Yes	No	No
META	Meta Platforms Inc.	Sale	2023-04-29	$50,001 – $100,000	6	500	Mega Cap	Technology	45	Above Average	No	Yes	Yes
AAPL	Apple Inc.	Purchase	2023-01-28	$1,001 – $15,000	6.5	3200	Mega Cap	Technology	42	Normal	No	No	No
AAPL	Apple Inc.	Sale	2023-03-15	$50,001 – $100,000	7	3200	Mega Cap	Technology	38	Above Average	No	No	No
PG	Procter & Gamble Company	Purchase	2023-03-17	$250,001 – $500,000	7.5	500	Large Cap	Consumer	42	Large	No	No	No
VTI	Vanguard Total Stock Market ETF	Sale	2023-02-10	$100,001 – $250,000	6	0	ETF	ETF	35	Medium	No	Yes	No
DIS	Walt Disney Company	Purchase	2023-08-07	$250,001 – $500,000	6.5	500	Large Cap	Consumer	45	Large	No	No	Yes
BAC	Bank of America Corp	Sale	2023-11-02	$100,001 – $250,000	7	500	Large Cap	Financial Services	43	Medium	Yes	No	No
JPM	JPMorgan Chase & Co.	Purchase	2023-06-18	$1,001 – $15,000	7.5	500	Large Cap	Financial Services	32	Normal	No	No	No
XOM	Exxon Mobil Corporation	Sale	2023-01-24	$1,001 – $15,000	6	500	Large Cap	Energy	45	Normal	No	Yes	No
WFC	Wells Fargo & Company	Purchase	2023-09-30	$1,001 – $15,000	6.5	500	Large Cap	Financial Services	38	Normal	No	No	No
AAPL	Apple Inc.	Sale	2023-12-31	$1,001 – $15,000	7	3200	Mega Cap	Technology	34	Normal	No	No	Yes
SPY	SPDR S&P 500 ETF Trust	Purchase	2023-03-09	$1,001 – $15,000	7.5	0	ETF	ETF	38	Normal	No	No	No
XOM	Exxon Mobil Corporation	Purchase	2023-09-17	$15,001 – $50,000	6	500	Large Cap	Energy	36	Normal	No	Yes	No
QQQ	Invesco QQQ Trust	Purchase	2023-03-30	$50,001 – $100,000	6.5	0	ETF	ETF	43	Above Average	Yes	No	No
V	Visa Inc.	Purchase	2023-07-12	$1,001 – $15,000	7	500	Large Cap	Financial Services	42	Normal	No	No	No
NVDA	NVIDIA Corporation	Sale	2023-07-19	$1,001 – $15,000	7.5	500	Mega Cap	Technology	43	Normal	No	No	Yes
V	Visa Inc.	Purchase	2023-03-01	$100,001 – $250,000	6	500	Large Cap	Financial Services	44	Medium	No	Yes	No
JPM	JPMorgan Chase & Co.	Purchase	2024-04-17	$100,001 – $250,000	6	500	Large Cap	Financial Services	40	Medium	No	Yes	No
JPM	JPMorgan Chase & Co.	Purchase	2024-12-28	$15,001 – $50,000	6.5	500	Large Cap	Financial Services	34	Normal	No	No	No
AMZN	Amazon.com Inc.	Purchase	2024-06-14	$1,001 – $15,000	7	500	Mega Cap	Consumer	39	Normal	No	No	No
JPM	JPMorgan Chase & Co.	Purchase	2024-07-24	$50,001 – $100,000	7.5	500	Large Cap	Financial Services	32	Above Average	No	No	No
HD	Home Depot Inc.	Sale	2024-04-16	$100,001 – $250,000	6	500	Large Cap	Consumer	42	Medium	No	Yes	Yes
PFE	Pfizer Inc.	Purchase	2024-03-04	$1,001 – $15,000	6.5	500	Large Cap	Consumer	38	Normal	Yes	No	No
AAPL	Apple Inc.	Sale	2024-04-12	$15,001 – $50,000	7	3200	Mega Cap	Technology	36	Normal	No	No	No
CVX	Chevron Corporation	Purchase	2024-01-16	$1,001 – $15,000	7.5	500	Large Cap	Energy	36	Normal	No	No	No
META	Meta Platforms Inc.	Purchase	2024-11-03	$1,001 – $15,000	6	500	Mega Cap	Technology	43	Normal	No	Yes	No
UNH	UnitedHealth Group Inc.	Purchase	2024-07-18	$1,001 – $15,000	6.5	500	Large Cap	Consumer	45	Normal	No	No	Yes
MSFT	Microsoft Corporation	Sale	2024-01-31	$1,001 – $15,000	7	2800	Mega Cap	Technology	35	Normal	No	No	No
WFC	Wells Fargo & Company	Purchase	2024-11-17	$1,001 – $15,000	7.5	500	Large Cap	Financial Services	39	Normal	No	No	No
XOM	Exxon Mobil Corporation	Purchase	2024-08-22	$1,001 – $15,000	6	500	Large Cap	Energy	42	Normal	Yes	Yes	No
MSFT	Microsoft Corporation	Purchase	2024-09-19	$15,001 – $50,000	6.5	2800	Mega Cap	Technology	30	Normal	No	No	No
MA	Mastercard Inc.	Sale	2024-05-30	$1,001 – $15,000	7	500	Large Cap	Financial Services	44	Normal	No	No	Yes
VTI	Vanguard Total Stock Market ETF	Purchase	2024-07-16	$1,001 – $15,000	7.5	0	ETF	ETF	40	Normal	No	No	No
MSFT	Microsoft Corporation	Sale	2024-03-02	$50,001 – $100,000	6	2800	Mega Cap	Technology	40	Above Average	No	Yes	No
VTI	Vanguard Total Stock Market ETF	Sale	2024-03-30	$15,001 – $50,000	6.5	0	ETF	ETF	34	Normal	No	No	No
DIS	Walt Disney Company	Sale	2024-05-05	$1,001 – $15,000	7	500	Large Cap	Consumer	44	Normal	No	No	No
TSLA	Tesla Inc.	Purchase	2024-03-29	$250,001 – $500,000	7.5	500	Mega Cap	Consumer	34	Large	Yes	No	Yes
AMZN	Amazon.com Inc.	Purchase	2024-06-01	$500,001 – $1,000,000	6	500	Mega Cap	Consumer	30	Large	No	Yes	No
META	Meta Platforms Inc.	Sale	2024-06-30	$50,001 – $100,000	6.5	500	Mega Cap	Technology	33	Above Average	No	No	No
META	Meta Platforms Inc.	Purchase	2024-01-11	$100,001 – $250,000	7	500	Mega Cap	Technology	39	Medium	No	No	No
NVDA	NVIDIA Corporation	Purchase	2024-12-05	$1,001 – $15,000	7.5	500	Mega Cap	Technology	44	Normal	No	No	No
UNH	UnitedHealth Group Inc.	Purchase	2024-03-29	$100,001 – $250,000	6	500	Large Cap	Consumer	35	Medium	No	Yes	Yes
MSFT	Microsoft Corporation	Sale	2024-09-01	$1,001 – $15,000	6.5	2800	Mega Cap	Technology	45	Normal	No	No	No
MA	Mastercard Inc.	Sale	2024-08-12	$1,001 – $15,000	7	500	Large Cap	Financial Services	43	Normal	Yes	No	No
CVX	Chevron Corporation	Sale	2024-07-02	$1,001 – $15,000	7.5	500	Large Cap	Energy	41	Normal	No	No	No
COST	Costco Wholesale Corp	Sale	2024-08-24	$1,001 – $15,000	6	500	Large Cap	Consumer	44	Normal	No	Yes	No
QQQ	Invesco QQQ Trust	Purchase	2024-12-29	$1,001 – $15,000	6.5	0	ETF	ETF	40	Normal	No	No	Yes
UNH	UnitedHealth Group Inc.	Sale	2024-12-21	$100,001 – $250,000	7	500	Large Cap	Consumer	36	Medium	No	No	No
V	Visa Inc.	Purchase	2024-01-25	$50,001 – $100,000	7.5	500	Large Cap	Financial Services	38	Above Average	No	No	No
GS	Goldman Sachs Group Inc.	Purchase	2024-02-22	$1,001 – $15,000	6	500	Large Cap	Financial Services	31	Normal	No	Yes	No
PFE	Pfizer Inc.	Sale	2024-12-31	$15,001 – $50,000	6.5	500	Large Cap	Consumer	37	Normal	Yes	No	No
PG	Procter & Gamble Company	Purchase	2024-06-20	$1,001 – $15,000	7	500	Large Cap	Consumer	37	Normal	No	No	Yes
JPM	JPMorgan Chase & Co.	Sale	2024-06-17	$15,001 – $50,000	7.5	500	Large Cap	Financial Services	32	Normal	No	No	No
GS	Goldman Sachs Group Inc.	Sale	2024-06-22	$250,001 – $500,000	6	500	Large Cap	Financial Services	38	Large	No	Yes	No
MSFT	Microsoft Corporation	Purchase	2024-02-20	$1,001 – $15,000	6.5	2800	Mega Cap	Technology	34	Normal	No	No	No
WFC	Wells Fargo & Company	Sale	2024-05-01	$100,001 – $250,000	7	500	Large Cap	Financial Services	41	Medium	No	No	No
AAPL	Apple Inc.	Sale	2024-07-21	$15,001 – $50,000	7.5	3200	Mega Cap	Technology	45	Normal	No	No	Yes
V	Visa Inc.	Sale	2024-01-22	$250,001 – $500,000	6	500	Large Cap	Financial Services	30	Large	Yes	Yes	No
BAC	Bank of America Corp	Purchase	2025-02-27	$50,001 – $100,000	7	500	Large Cap	Financial Services	33	Above Average	No	No	Yes
ABBV	AbbVie Inc.	Purchase	2025-01-10	$15,001 – $50,000	7.5	500	Large Cap	Consumer	45	Normal	No	No	No
VTI	Vanguard Total Stock Market ETF	Purchase	2025-02-28	$1,001 – $15,000	6	0	ETF	ETF	30	Normal	Yes	Yes	No
MA	Mastercard Inc.	Purchase	2025-01-23	$1,001 – $15,000	6.5	500	Large Cap	Financial Services	40	Normal	No	No	No
SPY	SPDR S&P 500 ETF Trust	Sale	2025-02-28	$1,001 – $15,000	7	0	ETF	ETF	40	Normal	No	No	No
GOOGL	Alphabet Inc.	Sale	2025-01-20	$15,001 – $50,000	7.5	1800	Mega Cap	Technology	37	Normal	No	No	Yes
CVX	Chevron Corporation	Sale	2025-02-02	$1,001 – $15,000	6	500	Large Cap	Energy	38	Normal	No	Yes	No
VTI	Vanguard Total Stock Market ETF	Purchase	2025-01-08	$500,001 – $1,000,000	6.5	0	ETF	ETF	32	Large	No	No	No
QQQ	Invesco QQQ Trust	Purchase	2025-01-11	$1,001 – $15,000	7	0	ETF	ETF	41	Normal	No	No	No
V	Visa Inc.	Sale	2025-02-21	$250,001 – $500,000	7.5	500	Large Cap	Financial Services	40	Large	Yes	No	No
COST	Costco Wholesale Corp	Purchase	2025-01-26	$50,001 – $100,000	6	500	Large Cap	Consumer	30	Above Average	No	Yes	Yes
ABBV	AbbVie Inc.	Purchase	2025-01-08	$15,001 – $50,000	6.5	500	Large Cap	Consumer	43	Normal	No	No	No
TSLA	Tesla Inc.	Sale	2025-01-07	$1,001 – $15,000	7	500	Mega Cap	Consumer	40	Normal	No	No	No
VTI	Vanguard Total Stock Market ETF	Sale	2025-02-05	$500,001 – $1,000,000	7.5	0	ETF	ETF	34	Large	No	No	No
HD	Home Depot Inc.	Purchase	2025-02-01	$1,001 – $15,000	6	500	Large Cap	Consumer	44	Normal	No	Yes	No
COP	ConocoPhillips	Purchase	2025-02-18	$15,001 – $50,000	6.5	500	Large Cap	Energy	33	Normal	No	No	Yes
AMZN	Amazon.com Inc.	Sale	2025-02-13	$50,001 – $100,000	7	500	Mega Cap	Consumer	41	Above Average	Yes	No	No
KO	Coca-Cola Company	Purchase	2025-01-07	$1,001 – $15,000	7.5	500	Large Cap	Consumer	38	Normal	No	No	No
WMT	Walmart Inc.	Sale	2025-01-07	$1,001 – $15,000	6	500	Large Cap	Consumer	38	Normal	No	Yes	No
ABBV	AbbVie Inc.	Purchase	2025-01-22	$50,001 – $100,000	6.5	500	Large Cap	Consumer	45	Above Average	No	No	No
CVX	Chevron Corporation	Purchase	2025-01-05	$1,001 – $15,000	7	500	Large Cap	Energy	36	Normal	No	No	Yes
MSFT	Microsoft Corporation	Purchase	2025-02-24	$1,001 – $15,000	7.5	2800	Mega Cap	Technology	39	Normal	No	No	No
VTI	Vanguard Total Stock Market ETF	Sale	2025-01-09	$15,001 – $50,000	6	0	ETF	ETF	35	Normal	No	Yes	No
MA	Mastercard Inc.	Purchase	2025-02-28	$1,001 – $15,000	6.5	500	Large Cap	Financial Services	40	Normal	Yes	No	No
COST	Costco Wholesale Corp	Purchase	2025-01-06	$1,001 – $15,000	7	500	Large Cap	Consumer	44	Normal	No	No	No
BAC	Bank of America Corp	Purchase	2025-01-15	$1,001 – $15,000	7.5	500	Large Cap	Financial Services	37	Normal	No	No	Yes
AMZN	Amazon.com Inc.	Purchase	2025-02-02	$1,001 – $15,000	6	500	Mega Cap	Consumer	35	Normal	No	Yes	No
META	Meta Platforms Inc.	Purchase	2025-02-21	$100,001 – $250,000	6.5	500	Mega Cap	Technology	40	Medium	No	No	No
JPM	JPMorgan Chase & Co.	Purchase	2025-01-01	$1,001 – $15,000	7	500	Large Cap	Financial Services	32	Normal	No	No	No
UNH	UnitedHealth Group Inc.	Purchase	2025-01-01	$50,001 – $100,000	7.5	500	Large Cap	Consumer	31	Above Average	No	No	No
KO	Coca-Cola Company	Purchase	2025-02-03	$1,001 – $15,000	6	500	Large Cap	Consumer	42	Normal	Yes	Yes	Yes
META	Meta Platforms Inc.	Purchase	2025-02-14	$15,001 – $50,000	6.5	500	Mega Cap	Technology	35	Normal	No	No	No
ABBV	AbbVie Inc.	Sale	2025-02-20	$100,001 – $250,000	7	500	Large Cap	Consumer	40	Medium	No	No	No
WMT	Walmart Inc.	Purchase	2025-01-14	$15,001 – $50,000	7.5	500	Large Cap	Consumer	42	Normal	No	No	No
JPM	JPMorgan Chase & Co.	Purchase	2025-01-10	$15,001 – $50,000	6	500	Large Cap	Financial Services	36	Normal	No	Yes	No
WMT	Walmart Inc.	Purchase	2025-02-27	$25,000,001 – $50,000,000	6.5	500	Large Cap	Consumer	41	Very Large	No	No	Yes
WMT	Walmart Inc.	Sale	2025-01-07	$1,001 – $15,000	7	500	Large Cap	Consumer	40	Normal	No	No	No
V	Visa Inc.	Purchase	2025-01-01	$1,001 – $15,000	7.5	500	Large Cap	Financial Services	33	Normal	Yes	No	No
DIS	Walt Disney Company	Sale	2025-02-23	$50,001 – $100,000	6	500	Large Cap	Consumer	36	Above Average	No	Yes	No
VTI	Vanguard Total Stock Market ETF	Purchase	2025-02-28	$1,001 – $15,000	6.5	0	ETF	ETF	41	Normal	No	No	No
NVDA	NVIDIA Corporation	Purchase	2025-02-27	$15,001 – $50,000	7	500	Mega Cap	Technology	45	Normal	No	No	Yes
PFE	Pfizer Inc.	Sale	2025-02-02	$15,001 – $50,000	7.5	500	Large Cap	Consumer	38	Normal	No	No	No