| Date | Ticker / Asset | Type | Amount | Oversight |
|---|---|---|---|---|
| Apr 1, 2025 | MS | Sale | $1,001 - $15,000 | — |
| Mar 24, 2025 | WMT | Sale | $1,001 - $15,000 | — |
| Mar 24, 2025 | TMO | Sale | $1,001 - $15,000 | — |
| Mar 24, 2025 | PEP | Sale | $1,001 - $15,000 | — |
| Mar 24, 2025 | PNC | Sale | $1,001 - $15,000 | — |
| Mar 24, 2025 | MSFT | Sale | $1,001 - $15,000 | — |
| Mar 24, 2025 | LOW | Sale | $1,001 - $15,000 | — |
| Mar 24, 2025 | IBM | Sale | $1,001 - $15,000 | — |
| Mar 24, 2025 | DHR | Sale | $1,001 - $15,000 | — |
| Mar 24, 2025 | AAPL | Sale | $15,001 - $50,000 | — |
| Mar 24, 2025 | AMD | Sale | $1,001 - $15,000 | — |
| Mar 24, 2025 | TT | Sale | $1,001 - $15,000 | — |
| Mar 24, 2025 | LH | Sale | $1,001 - $15,000 | — |
| Mar 24, 2025 | CB | Sale | $1,001 - $15,000 | — |
| Mar 24, 2025 | GOOG | Sale | $15,001 - $50,000 | — |
| Mar 24, 2025 | MA | Sale | $1,001 - $15,000 | — |
| Mar 24, 2025 | MDLZ | Sale | $1,001 - $15,000 | — |
| Mar 24, 2025 | TMUS | Sale | $15,001 - $50,000 | — |
| Mar 24, 2025 | JPM | Sale | $1,001 - $15,000 | — |
| Mar 24, 2025 | AMZN | Sale | $15,001 - $50,000 | — |
| Mar 24, 2025 | ARCC | Sale | $15,001 - $50,000 | — |
| Mar 24, 2025 | ORCL | Sale | $15,001 - $50,000 | — |
| Mar 24, 2025 | COST | Sale | $1,001 - $15,000 | — |
| Mar 24, 2025 | V | Sale | $1,001 - $15,000 | — |
| Feb 7, 2025 | NOC | Sale | $1,001 - $15,000 | — |
| Feb 7, 2025 | KKR | Sale | $15,001 - $50,000 | — |
| Feb 7, 2025 | BX | Sale | $15,001 - $50,000 | — |
| Feb 7, 2025 | HON | Sale | $1,001 - $15,000 | — |
| Feb 7, 2025 | LMT | Sale | $1,001 - $15,000 | — |