| Date | Ticker | Company | Sector | Type | Est. Value |
|---|---|---|---|---|---|
| 2025-12-12 | NFLX | Netflix | Communication Services | sale | ~$8K |
| 2025-08-19 | ATO | Atmos Energy | Utilities | purchase | ~$32K |
| 2025-05-16 | TMO | Thermo Fisher Scientific | Health Care | sale | ~$32K |
| 2024-07-16 | JNJ | Johnson & Johnson | Health Care | sale | ~$32K |
| 2023-12-21 | NEE | NextEra Energy | Utilities | sale | ~$32K |
| 2022-08-11 | DIS | Walt Disney Company (The) | Communication Services | sale | ~$32K |
| 2022-03-14 | DIS | Walt Disney Company (The) | Communication Services | purchase | ~$32K |
| 2022-03-10 | TMO | Thermo Fisher Scientific | Health Care | purchase | ~$32K |
| 2021-07-15 | PFE | Pfizer | Health Care | purchase | ~$32K |
| 2021-05-04 | JNJ | Johnson & Johnson | Health Care | purchase | ~$32K |