| Nov 21, 2024 |
Schwab Value Advantage Money |
Purchase |
$15,001 - $50,000 |
— |
| Nov 21, 2024 |
AMZN |
Sale |
$1,001 - $15,000 |
— |
| Nov 21, 2024 |
META |
Sale |
$1,001 - $15,000 |
— |
| Nov 21, 2024 |
PAYC |
Sale |
$15,001 - $50,000 |
— |
| Nov 21, 2024 |
ADSK |
Sale |
$15,001 - $50,000 |
— |
| Nov 21, 2024 |
PLTR |
Sale |
$15,001 - $50,000 |
— |
| Nov 21, 2024 |
CRWD |
Sale |
$15,001 - $50,000 |
— |
| Nov 21, 2024 |
AAPL |
Sale |
$1,001 - $15,000 |
— |
| Nov 21, 2024 |
LULU |
Sale |
$15,001 - $50,000 |
— |
| Nov 20, 2024 |
QQQ |
Sale |
$1,001 - $15,000 |
— |
| Jun 12, 2024 |
AMD |
Sale |
$1,001 - $15,000 |
— |
| Jun 12, 2024 |
Meta Financial Group, Inc. ( |
Sale |
$1,001 - $15,000 |
— |
| Jun 12, 2024 |
NVDA |
Sale |
$1,001 - $15,000 |
— |
| Mar 22, 2024 |
AMD |
Sale |
$1,001 - $15,000 |
— |
| Mar 22, 2024 |
NVDA |
Sale |
$1,001 - $15,000 |
— |
| Mar 21, 2024 |
Schwab Value Advantage Money |
Purchase |
$50,001 - $100,000 |
— |
| Dec 19, 2023 |
F |
Sale |
$15,001 - $50,000 |
— |
| Dec 19, 2023 |
NVDA |
Sale |
$15,001 - $50,000 |
— |
| Dec 19, 2023 |
TGT |
Sale |
$1,001 - $15,000 |
— |
| Dec 19, 2023 |
WMT |
Sale |
$1,001 - $15,000 |
— |
| Dec 19, 2023 |
INTU |
Sale |
$1,001 - $15,000 |
— |
| Dec 19, 2023 |
Vanguard Small-Cap Value Ind |
Sale |
$1,001 - $15,000 |
— |
| Dec 19, 2023 |
Alphabet, Inc. (GOOG) |
Purchase |
$1,001 - $15,000 |
— |
| Dec 19, 2023 |
AMZN |
Purchase |
$1,001 - $15,000 |
— |
| Aug 25, 2023 |
PLTR |
Purchase |
$1,001 - $15,000 |
— |
| Aug 25, 2023 |
NIO Inc. American depositary |
Purchase |
$1,001 - $15,000 |
— |
| Aug 25, 2023 |
Schwab Value Advantage Money |
Purchase |
$15,001 - $50,000 |
— |
| Jun 9, 2023 |
NVDA |
Sale |
$15,001 - $50,000 |
— |
| Dec 15, 2022 |
WMT |
Purchase |
$1,001 - $15,000 |
— |
| Dec 15, 2022 |
TGT |
Purchase |
$1,001 - $15,000 |
— |
| Dec 15, 2022 |
SPY |
Purchase |
$15,001 - $50,000 |
— |
| Dec 15, 2022 |
QQQ |
Purchase |
$15,001 - $50,000 |
— |
| Dec 15, 2022 |
BAC |
Purchase |
$1,001 - $15,000 |
— |
| Dec 15, 2022 |
AMD |
Purchase |
$1,001 - $15,000 |
— |
| Dec 15, 2022 |
Vanguard S&P 500 (VOO) |
Purchase |
$1,001 - $15,000 |
— |
| Dec 15, 2022 |
QQQ |
Purchase |
$1,001 - $15,000 |
— |
| Jul 11, 2022 |
Vanguard S&P 500 (VOO) |
Purchase |
$1,001 - $15,000 |
— |
| Jul 11, 2022 |
QQQ |
Purchase |
$1,001 - $15,000 |
— |
| Jul 11, 2022 |
Alphabet, Inc. (GOOGL) |
Purchase |
$1,001 - $15,000 |
— |
| Jun 13, 2022 |
SPY |
Purchase |
$1,001 - $15,000 |
— |
| Jun 13, 2022 |
QQQ |
Purchase |
$1,001 - $15,000 |
— |
| Jun 10, 2022 |
AMZN |
Sale |
$1,001 - $15,000 |
— |
| May 10, 2022 |
QQQ |
Sale |
$1,001 - $15,000 |
— |
| Apr 20, 2022 |
NFLX |
Sale |
$1,001 - $15,000 |
— |
| Apr 20, 2022 |
RBLX |
Sale |
$1,001 - $15,000 |
— |
| Apr 20, 2022 |
SE |
Sale |
$1,001 - $15,000 |
— |
| Apr 20, 2022 |
AMZN |
Purchase |
$1,001 - $15,000 |
— |
| Apr 20, 2022 |
AAPL |
Purchase |
$1,001 - $15,000 |
— |
| Apr 20, 2022 |
MSFT |
Purchase |
$1,001 - $15,000 |
— |
| Apr 20, 2022 |
SHOP |
Purchase |
$1,001 - $15,000 |
— |
| Apr 20, 2022 |
PAYC |
Purchase |
$1,001 - $15,000 |
— |
| Apr 20, 2022 |
META |
Purchase |
$1,001 - $15,000 |
— |
| Apr 20, 2022 |
Vanguard Financials Index Fu |
Purchase |
$15,001 - $50,000 |
— |
| Feb 4, 2022 |
RBLX |
Purchase |
$1,001 - $15,000 |
— |
| Feb 4, 2022 |
PAYC |
Purchase |
$1,001 - $15,000 |
— |
| Feb 4, 2022 |
Facebook, Inc. (FB) |
Purchase |
$1,001 - $15,000 |
— |
| Feb 4, 2022 |
CRWD |
Purchase |
$1,001 - $15,000 |
— |
| Feb 4, 2022 |
CRM |
Purchase |
$1,001 - $15,000 |
— |
| Feb 4, 2022 |
ADSK |
Purchase |
$1,001 - $15,000 |
— |
| Feb 4, 2022 |
SHOP |
Purchase |
$1,001 - $15,000 |
— |
| Feb 4, 2022 |
SE |
Purchase |
$1,001 - $15,000 |
— |
| Feb 2, 2022 |
PYPL |
Sale |
$1,001 - $15,000 |
— |
| Feb 2, 2022 |
SBUX |
Sale |
$15,001 - $50,000 |
— |
| Jan 12, 2022 |
Vanguard Total Bond Market I |
Sale |
$15,001 - $50,000 |
— |
| Jan 12, 2022 |
iShares Broad USD Investment |
Sale |
$15,001 - $50,000 |
— |
| Jan 12, 2022 |
AAPL |
Sale |
$1,001 - $15,000 |
— |
| Jan 12, 2022 |
AMZN |
Sale |
$1,001 - $15,000 |
— |
| Jan 12, 2022 |
MSFT |
Sale |
$1,001 - $15,000 |
— |
| Dec 1, 2021 |
SE |
Purchase |
$1,001 - $15,000 |
— |
| Dec 1, 2021 |
RBLX |
Purchase |
$15,001 - $50,000 |
— |
| Aug 27, 2021 |
ETSY |
Sale |
$15,001 - $50,000 |
— |
| Aug 27, 2021 |
PTON |
Sale |
$1,001 - $15,000 |
— |
| Aug 23, 2021 |
Alibaba Group Holding Limite |
Sale |
$1,001 - $15,000 |
— |
| Aug 10, 2021 |
CRWD |
Purchase |
$15,001 - $50,000 |
— |
| Aug 10, 2021 |
F |
Purchase |
$15,001 - $50,000 |
— |
| Aug 10, 2021 |
ADSK |
Purchase |
$15,001 - $50,000 |
— |
| Aug 10, 2021 |
PAYC |
Purchase |
$15,001 - $50,000 |
— |
| Jul 7, 2021 |
COST |
Sale |
$15,001 - $50,000 |
— |
| Jul 7, 2021 |
TDOC |
Sale |
$15,001 - $50,000 |
— |
| Jun 8, 2021 |
COST |
Sale |
$1,001 - $15,000 |
— |