| Date | Ticker / Asset | Type | Amount | Oversight |
|---|---|---|---|---|
| Dec 12, 2025 | US Treasury | Purchase | $100,001 - $250,000 | — |
| Nov 21, 2025 | IBIT | Purchase | $1,001 - $15,000 | — |
| Nov 13, 2025 | US Treasury | Purchase | $50,001 - $100,000 | — |
| Nov 12, 2025 | ADP | Purchase | $15,001 - $50,000 | — |
| Nov 12, 2025 | PAYX | Purchase | $15,001 - $50,000 | — |
| Nov 6, 2025 | PG | Purchase | $15,001 - $50,000 | — |
| Oct 24, 2025 | AMZN | Purchase | $1,001 - $15,000 | — |
| Oct 24, 2025 | AMGN | Purchase | $1,001 - $15,000 | — |
| Oct 24, 2025 | BRK.B | Purchase | $1,001 - $15,000 | — |
| Oct 24, 2025 | BX | Purchase | $1,001 - $15,000 | — |
| Oct 24, 2025 | CAH | Purchase | $1,001 - $15,000 | — |
| Oct 24, 2025 | CVX | Purchase | $1,001 - $15,000 | — |
| Oct 24, 2025 | HD | Purchase | $1,001 - $15,000 | — |
| Oct 24, 2025 | IBIT | Purchase | $1,001 - $15,000 | — |
| Oct 24, 2025 | KMI | Purchase | $1,001 - $15,000 | — |
| Oct 24, 2025 | MELI | Purchase | $1,001 - $15,000 | — |
| Oct 24, 2025 | MSFT | Purchase | $1,001 - $15,000 | — |
| Oct 24, 2025 | NFLX | Purchase | $1,001 - $15,000 | — |
| Oct 24, 2025 | OXY | Purchase | $1,001 - $15,000 | — |
| Oct 24, 2025 | PANW | Purchase | $1,001 - $15,000 | — |
| Oct 15, 2025 | ADBE | Purchase | $1,001 - $15,000 | — |
| Oct 15, 2025 | AMZN | Purchase | $1,001 - $15,000 | — |
| Oct 15, 2025 | EXC | Purchase | $1,001 - $15,000 | — |
| Oct 15, 2025 | IBIT | Purchase | $1,001 - $15,000 | — |
| Oct 15, 2025 | NVO | Purchase | $1,001 - $15,000 | — |
| Oct 15, 2025 | TSLA | Purchase | $1,001 - $15,000 | — |
| Oct 15, 2025 | XMEX | Purchase | $1,001 - $15,000 | — |
| Oct 9, 2025 | AMZN | Purchase | $1,001 - $15,000 | — |
| Oct 9, 2025 | IBIT | Purchase | $1,001 - $15,000 | — |
| Oct 9, 2025 | UPS | Purchase | $1,001 - $15,000 | — |
| Sep 11, 2025 | ADBE | Purchase | $1,001 - $15,000 | — |
| Sep 11, 2025 | GOOG | Purchase | $1,001 - $15,000 | — |
| Sep 11, 2025 | AMGN | Purchase | $1,001 - $15,000 | — |
| Sep 11, 2025 | ASML | Purchase | $1,001 - $15,000 | — |
| Sep 11, 2025 | CRWD | Purchase | $1,001 - $15,000 | — |
| Sep 11, 2025 | DLR | Purchase | $1,001 - $15,000 | — |
| Sep 11, 2025 | DUK | Purchase | $1,001 - $15,000 | — |
| Sep 11, 2025 | GS | Purchase | $1,001 - $15,000 | — |
| Sep 11, 2025 | IBIT | Purchase | $1,001 - $15,000 | — |
| Sep 11, 2025 | MS | Purchase | $1,001 - $15,000 | — |
| Sep 11, 2025 | US Treasury | Purchase | $100,001 - $250,000 | — |
| Aug 28, 2025 | GOOG | Purchase | $1,001 - $15,000 | — |
| Aug 28, 2025 | EXC | Purchase | $15,001 - $50,000 | — |
| Aug 28, 2025 | FDX | Purchase | $15,001 - $50,000 | — |
| Aug 28, 2025 | MELI | Purchase | $1,001 - $15,000 | — |
| Aug 28, 2025 | MRK | Purchase | $1,001 - $15,000 | — |
| Aug 28, 2025 | MS | Purchase | $1,001 - $15,000 | — |
| Aug 28, 2025 | NVO | Purchase | $1,001 - $15,000 | — |
| Aug 28, 2025 | PEP | Purchase | $1,001 - $15,000 | — |
| Aug 28, 2025 | RHP | Purchase | $15,001 - $50,000 | — |
| Aug 28, 2025 | SO | Purchase | $1,001 - $15,000 | — |
| Aug 28, 2025 | UPS | Purchase | $1,001 - $15,000 | — |
| Aug 28, 2025 | UNH | Purchase | $1,001 - $15,000 | — |
| Aug 28, 2025 | US Treasury | Sale | $15,001 - $50,000 | — |
| Aug 19, 2025 | NVO | Purchase | $15,001 - $50,000 | — |
| Aug 6, 2025 | NYSE | Purchase | $1,001 - $15,000 | — |
| Aug 4, 2025 | ABBV | Purchase | $1,001 - $15,000 | — |
| Aug 4, 2025 | UPS | Purchase | $1,001 - $15,000 | — |
| Aug 4, 2025 | UNH | Purchase | $1,001 - $15,000 | — |
| Aug 4, 2025 | US Treasury | Purchase | $50,001 - $100,000 | — |
| Jul 15, 2025 | PLTR | Purchase | $1,001 - $15,000 | — |
| Jul 15, 2025 | PEP | Purchase | $1,001 - $15,000 | — |
| Jul 15, 2025 | US Treasury | Purchase | $100,001 - $250,000 | — |
| Jul 14, 2025 | US Treasury | Purchase | $100,001 - $250,000 | — |
| Jun 17, 2025 | LULU | Sale | $1,001 - $15,000 | — |
| Jun 17, 2025 | SNOW | Purchase | $1,001 - $15,000 | — |
| Jun 17, 2025 | TSCO | Purchase | $1,001 - $15,000 | — |
| Jun 12, 2025 | US Treasury | Purchase | $100,001 - $250,000 | — |
| Jun 6, 2025 | ADBE | Purchase | $1,001 - $15,000 | — |
| Jun 6, 2025 | AMAT | Purchase | $1,001 - $15,000 | — |
| Jun 6, 2025 | GILD | Purchase | $1,001 - $15,000 | — |
| Jun 6, 2025 | NFLX | Purchase | $1,001 - $15,000 | — |
| Jun 6, 2025 | NEE | Purchase | $1,001 - $15,000 | — |
| Jun 6, 2025 | NOW | Purchase | $1,001 - $15,000 | — |
| Jun 6, 2025 | SNOW | Purchase | $1,001 - $15,000 | — |
| May 16, 2025 | UNH | Purchase | $1,001 - $15,000 | — |
| May 16, 2025 | US Treasury | Purchase | $100,001 - $250,000 | — |
| May 14, 2025 | AMD | Purchase | $1,001 - $15,000 | — |
| May 14, 2025 | GOOG | Purchase | $1,001 - $15,000 | — |
| May 14, 2025 | AMGN | Purchase | $1,001 - $15,000 | — |
| May 14, 2025 | BX | Purchase | $1,001 - $15,000 | — |
| May 14, 2025 | CAH | Purchase | $1,001 - $15,000 | — |
| May 14, 2025 | CVX | Purchase | $1,001 - $15,000 | — |
| May 14, 2025 | GLW | Purchase | $1,001 - $15,000 | — |
| May 14, 2025 | DG | Purchase | $1,001 - $15,000 | — |
| May 14, 2025 | LLY | Purchase | $1,001 - $15,000 | — |
| May 14, 2025 | PI | Purchase | $1,001 - $15,000 | — |
| May 14, 2025 | MELI | Purchase | $15,001 - $50,000 | — |
| May 14, 2025 | META | Purchase | $1,001 - $15,000 | — |
| May 14, 2025 | MS | Purchase | $1,001 - $15,000 | — |
| May 14, 2025 | NFLX | Purchase | $1,001 - $15,000 | — |
| May 14, 2025 | NVDA | Purchase | $1,001 - $15,000 | — |
| May 14, 2025 | NOW | Purchase | $1,001 - $15,000 | — |
| May 14, 2025 | TSLA | Purchase | $1,001 - $15,000 | — |
| May 14, 2025 | HSY | Purchase | $1,001 - $15,000 | — |
| May 14, 2025 | UNH | Purchase | $15,001 - $50,000 | — |
| May 5, 2025 | ABBV | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | ADBE | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | AMD | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | GOOG | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | AMZN | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | AXP | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | AMGN | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | AAPL | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | AMAT | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | BAC | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | BRK.B | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | BHP | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | BX | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | BA | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | BP | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | AVGO | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | CAH | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | CAT | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | SCHW | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | CVX | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | GLW | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | CMI | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | DELL | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | DVN | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | DLR | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | DUK | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | LLY | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | FDX | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | FRO | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | GILD | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | GS | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | HD | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | PI | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | INTC | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | JNJ | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | JPM | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | KMI | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | MELI | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | MRK | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | META | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | MSFT | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | MS | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | NEE | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | NSC | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | NVDA | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | OXY | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | ODFL | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | PANW | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | PAYX | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | QCOM | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | NOW | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | SBUX | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | TSLA | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | HSY | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | UPS | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | VANGUARD S&P 500 ETF | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | V | Purchase | $1,001 - $15,000 | — |
| May 5, 2025 | WMT | Purchase | $1,001 - $15,000 | — |
| Apr 9, 2025 | ADBE | Purchase | $1,001 - $15,000 | — |
| Apr 9, 2025 | AMD | Purchase | $1,001 - $15,000 | — |
| Apr 9, 2025 | AAPL | Purchase | $1,001 - $15,000 | — |
| Apr 9, 2025 | AMAT | Purchase | $1,001 - $15,000 | — |
| Apr 9, 2025 | ASML | Purchase | $1,001 - $15,000 | — |
| Apr 9, 2025 | CMI | Purchase | $1,001 - $15,000 | — |
| Apr 9, 2025 | DVN | Purchase | $1,001 - $15,000 | — |
| Apr 9, 2025 | MRK | Purchase | $1,001 - $15,000 | — |
| Apr 9, 2025 | NVDA | Purchase | $1,001 - $15,000 | — |
| Apr 9, 2025 | PLTR | Purchase | $1,001 - $15,000 | — |
| Apr 8, 2025 | AMD | Purchase | $1,001 - $15,000 | — |
| Apr 8, 2025 | AMZN | Purchase | $1,001 - $15,000 | — |
| Apr 8, 2025 | BX | Purchase | $1,001 - $15,000 | — |
| Apr 8, 2025 | FDX | Purchase | $1,001 - $15,000 | — |
| Apr 8, 2025 | JPM | Purchase | $1,001 - $15,000 | — |
| Apr 8, 2025 | LULU | Purchase | $1,001 - $15,000 | — |
| Apr 8, 2025 | NKE | Purchase | $1,001 - $15,000 | — |
| Apr 8, 2025 | PLTR | Purchase | $1,001 - $15,000 | — |
| Apr 8, 2025 | QCOM | Purchase | $1,001 - $15,000 | — |
| Apr 8, 2025 | SCCO | Purchase | $1,001 - $15,000 | — |
| Apr 8, 2025 | TSLA | Purchase | $1,001 - $15,000 | — |
| Apr 8, 2025 | US Treasury | Sale | $50,001 - $100,000 | — |
| Apr 4, 2025 | AMZN | Purchase | $1,001 - $15,000 | — |
| Apr 4, 2025 | BRK.B | Purchase | $1,001 - $15,000 | — |
| Apr 4, 2025 | CAT | Purchase | $1,001 - $15,000 | — |
| Apr 4, 2025 | DELL | Purchase | $1,001 - $15,000 | — |
| Apr 4, 2025 | FDX | Purchase | $1,001 - $15,000 | — |
| Apr 4, 2025 | PI | Purchase | $1,001 - $15,000 | — |
| Apr 4, 2025 | JPM | Purchase | $1,001 - $15,000 | — |
| Apr 4, 2025 | LRCX | Purchase | $1,001 - $15,000 | — |
| Apr 4, 2025 | LULU | Purchase | $1,001 - $15,000 | — |
| Apr 4, 2025 | NKE | Purchase | $1,001 - $15,000 | — |
| Apr 4, 2025 | NSC | Purchase | $1,001 - $15,000 | — |
| Apr 4, 2025 | ODFL | Purchase | $1,001 - $15,000 | — |
| Apr 4, 2025 | QCOM | Purchase | $1,001 - $15,000 | — |
| Apr 4, 2025 | RH | Purchase | $1,001 - $15,000 | — |
| Apr 4, 2025 | UPS | Purchase | $1,001 - $15,000 | — |
| Apr 3, 2025 | AAPL | Purchase | $1,001 - $15,000 | — |
| Apr 3, 2025 | FDX | Purchase | $1,001 - $15,000 | — |
| Apr 3, 2025 | ODFL | Purchase | $1,001 - $15,000 | — |
| Apr 3, 2025 | SO | Purchase | $1,001 - $15,000 | — |
| Mar 25, 2025 | US Treasury | Purchase | $100,001 - $250,000 | — |
| Mar 20, 2025 | US Treasury | Purchase | $100,001 - $250,000 | — |
| Mar 17, 2025 | ABBV | Purchase | $1,001 - $15,000 | — |
| Mar 17, 2025 | GOOG | Purchase | $1,001 - $15,000 | — |
| Mar 17, 2025 | AAPL | Purchase | $1,001 - $15,000 | — |
| Mar 17, 2025 | AMAT | Purchase | $1,001 - $15,000 | — |
| Mar 17, 2025 | BX | Purchase | $1,001 - $15,000 | — |
| Mar 17, 2025 | CAH | Purchase | $1,001 - $15,000 | — |
| Mar 17, 2025 | CAT | Purchase | $1,001 - $15,000 | — |
| Mar 17, 2025 | COST | Purchase | $1,001 - $15,000 | — |
| Mar 17, 2025 | DLR | Purchase | $1,001 - $15,000 | — |
| Mar 17, 2025 | KMI | Purchase | $1,001 - $15,000 | — |
| Mar 17, 2025 | NVDA | Purchase | $1,001 - $15,000 | — |
| Mar 17, 2025 | UPS | Purchase | $1,001 - $15,000 | — |
| Mar 17, 2025 | US Treasury | Purchase | $100,001 - $250,000 | — |
| Mar 7, 2025 | CRWD | Purchase | $1,001 - $15,000 | — |
| Mar 7, 2025 | DG | Purchase | $1,001 - $15,000 | — |
| Mar 7, 2025 | GS | Purchase | $1,001 - $15,000 | — |
| Mar 7, 2025 | TSLA | Purchase | $1,001 - $15,000 | — |
| Mar 3, 2025 | DG | Purchase | $1,001 - $15,000 | — |
| Mar 3, 2025 | PI | Purchase | $1,001 - $15,000 | — |
| Mar 3, 2025 | IBIT | Purchase | $15,001 - $50,000 | — |
| Feb 12, 2025 | ADBE | Purchase | $1,001 - $15,000 | — |
| Feb 12, 2025 | AAPL | Purchase | $1,001 - $15,000 | — |
| Feb 12, 2025 | DVN | Purchase | $1,001 - $15,000 | — |
| Feb 12, 2025 | GS | Purchase | $1,001 - $15,000 | — |
| Feb 12, 2025 | INTC | Purchase | $1,001 - $15,000 | — |
| Feb 12, 2025 | META | Purchase | $1,001 - $15,000 | — |
| Feb 12, 2025 | MSFT | Purchase | $1,001 - $15,000 | — |
| Feb 12, 2025 | NSC | Purchase | $1,001 - $15,000 | — |
| Feb 12, 2025 | PLTR | Purchase | $1,001 - $15,000 | — |
| Feb 12, 2025 | UPS | Purchase | $1,001 - $15,000 | — |
| Feb 12, 2025 | US Treasury | Purchase | $100,001 - $250,000 | — |
| Jan 21, 2025 | AMD | Purchase | $1,001 - $15,000 | — |
| Jan 21, 2025 | AMZN | Purchase | $1,001 - $15,000 | — |
| Jan 21, 2025 | CAH | Purchase | $1,001 - $15,000 | — |
| Jan 21, 2025 | DVN | Purchase | $1,001 - $15,000 | — |
| Jan 21, 2025 | LLY | Purchase | $1,001 - $15,000 | — |
| Jan 21, 2025 | KMI | Purchase | $1,001 - $15,000 | — |
| Jan 21, 2025 | META | Purchase | $1,001 - $15,000 | — |
| Jan 21, 2025 | NEE | Purchase | $1,001 - $15,000 | — |
| Jan 21, 2025 | NSC | Purchase | $1,001 - $15,000 | — |
| Jan 21, 2025 | NVDA | Purchase | $1,001 - $15,000 | — |
| Jan 21, 2025 | OXY | Purchase | $1,001 - $15,000 | — |
| Jan 21, 2025 | ODFL | Purchase | $1,001 - $15,000 | — |
| Jan 21, 2025 | PANW | Purchase | $1,001 - $15,000 | — |
| Jan 21, 2025 | US Treasury | Purchase | $50,001 - $100,000 | — |
| Jan 21, 2025 | V | Purchase | $1,001 - $15,000 | — |
| Jan 8, 2025 | AMD | Purchase | $1,001 - $15,000 | — |
| Jan 8, 2025 | GOOG | Purchase | $1,001 - $15,000 | — |
| Jan 8, 2025 | AMZN | Purchase | $1,001 - $15,000 | — |
| Jan 8, 2025 | ASML | Purchase | $1,001 - $15,000 | — |
| Jan 8, 2025 | BRK.B | Purchase | $1,001 - $15,000 | — |
| Jan 8, 2025 | CAT | Purchase | $1,001 - $15,000 | — |
| Jan 8, 2025 | HD | Purchase | $1,001 - $15,000 | — |
| Jan 8, 2025 | INTC | Purchase | $1,001 - $15,000 | — |
| Jan 8, 2025 | IBIT | Purchase | $1,001 - $15,000 | — |
| Jan 8, 2025 | JNJ | Purchase | $1,001 - $15,000 | — |
| Jan 8, 2025 | JPM | Purchase | $1,001 - $15,000 | — |
| Jan 8, 2025 | NVDA | Purchase | $1,001 - $15,000 | — |
| Jan 8, 2025 | PANW | Purchase | $1,001 - $15,000 | — |
| Jan 8, 2025 | SCCO | Purchase | $1,001 - $15,000 | — |
| Jan 8, 2025 | TSLA | Purchase | $1,001 - $15,000 | — |
| Jan 8, 2025 | HSY | Purchase | $1,001 - $15,000 | — |
| Jan 8, 2025 | UPS | Purchase | $1,001 - $15,000 | — |
| Jan 8, 2025 | US Treasury | Purchase | $100,001 - $250,000 | — |