| Date | Ticker | Company | Sector | Type | Est. Value |
|---|---|---|---|---|---|
| 2025-06-23 | BX | Blackstone Inc. | Financials | sale | ~$175K |
| 2025-06-23 | INTC | Intel | Information Technology | sale | ~$32K |
| 2025-06-23 | WTM | White Mountains Insurance Group, Ltd. | Financials | purchase | ~$75K |
| 2025-06-23 | MKL | Markel Group Inc. | Financials | purchase | ~$75K |
| 2025-06-23 | L | Loews Corporation | Financials | purchase | ~$75K |
| 2025-06-23 | SFNC | Simmons First National Corporation | Financials | sale | ~$175K |
| 2023-12-29 | PYPL | PayPal | Financials | sale | ~$32K |
| 2023-11-22 | V | Visa Inc. | Financials | purchase | ~$75K |
| 2023-11-22 | INTC | Intel | Information Technology | purchase | ~$8K |