| Date | Ticker / Asset | Type | Amount | Oversight |
|---|---|---|---|---|
| Aug 6, 2025 | AAPL | Sale | $1,001 - $15,000 | — |
| Aug 6, 2025 | NFLX | Sale | $15,001 - $50,000 | — |
| Aug 6, 2025 | FXAIX | Purchase | $15,001 - $50,000 | — |
| Aug 1, 2025 | FXAIX | Purchase | $15,001 - $50,000 | — |
| Jul 31, 2025 | AMZN | Sale | $15,001 - $50,000 | — |
| Jul 22, 2025 | NEE | Purchase | $100,001 - $250,000 | — |
| Jul 22, 2025 | NEE | Sale | $100,001 - $250,000 | — |
| Jul 22, 2025 | NEE | Sale | $50,001 - $100,000 | — |
| Jul 22, 2025 | VTIVX | Purchase | $50,001 - $100,000 | — |
| Jul 22, 2025 | VFIAX | Purchase | $100,001 - $250,000 | — |
| Jul 18, 2025 | NEE | Purchase | $100,001 - $250,000 | — |
| Jul 18, 2025 | NEE | Sale | $100,001 - $250,000 | — |
| Jul 18, 2025 | FXAIX | Purchase | $100,001 - $250,000 | — |
| Jul 18, 2025 | VFIAX | Purchase | $100,001 - $250,000 | — |
| Jul 14, 2025 | NEE | Sale | $250,001 - $500,000 | — |
| Jul 11, 2025 | XIFR | Sale | $1,001 - $15,000 | — |
| Jul 10, 2025 | NEE | Purchase | $50,001 - $100,000 | — |
| Jul 10, 2025 | NEE | Sale | $100,001 - $250,000 | — |
| Aug 13, 2020 | AMZN | Sale | $1,001 - $15,000 | — |
| Jun 29, 2020 | AMZN | Sale | $1,001 - $15,000 | — |
| Apr 14, 2020 | AMZN | Sale | $1,001 - $15,000 | — |