| 2024-12-18 | 2024-11-19 | Partial sale |
MAI Managed Income Fund |
$50,001 - $100,000 |
Source |
| 2024-08-06 | 2023-06-30 | Sale |
XBI SPDR S&P Biotech ETF |
$15,001 - $50,000 |
Source |
| 2024-08-06 | 2022-07-14 | Buy |
VCSH Vanguard Short-Term Corporate Bond ETF |
$15,001 - $50,000 |
Source |
| 2024-08-06 | 2023-06-19 | Partial sale |
IWF iShares Russell 1000 Growth ETF |
$15,001 - $50,000 |
Source |
| 2024-08-06 | 2023-06-19 | Partial sale |
IWF iShares Russell 1000 Growth ETF |
$15,001 - $50,000 |
Source |
| 2024-08-06 | 2022-07-14 | Sale |
GBDC Golub Capital BDC, Inc. |
$15,001 - $50,000 |
Source |
| 2024-08-06 | 2022-07-12 | Sale |
GBDC Golub Capital BDC, Inc. |
$15,001 - $50,000 |
Source |
| 2024-08-06 | 2023-06-19 | Partial sale |
GBDC Golub Capital BDC, Inc. |
$15,001 - $50,000 |
Source |
| 2024-08-06 | 2023-06-30 | Sale |
BLK BlackRock, Inc. Common Stock |
$15,001 - $50,000 |
Source |
| 2024-08-06 | 2023-06-19 | Sale |
BA Boeing Company |
$15,001 - $50,000 |
Source |
| 2024-08-06 | 2023-06-23 | Sale |
TRP TransCanada Corporation |
$1,001 - $15,000 |
Source |
| 2024-08-06 | 2023-06-30 | Partial sale |
GBDC Golub Capital BDC, Inc. |
$1,001 - $15,000 |
Source |
| 2024-08-06 | 2023-06-22 | Sale |
C Citigroup, Inc. Common Stock |
$1,001 - $15,000 |
Source |