| Date | Ticker | Company | Sector | Type | Est. Value |
|---|---|---|---|---|---|
| 2024-02-29 | V | Visa Inc. | Financials | purchase | ~$8K |
| 2023-12-15 | BUI | BlackRock Utilities, Infrastructure & Power O | Financials | sale | ~$8K |
| 2023-11-01 | ARCC | Ares Capital Corporation | Financials | sale | ~$8K |
| 2023-10-31 | BUI | BlackRock Utilities, Infrastructure & Power O | Financials | sale | ~$375K |
| 2023-08-21 | MA | Mastercard | Financials | sale | ~$8K |
| 2023-08-18 | DBRG | DigitalBridge Group, Inc. | Financials | sale | ~$189 |
| 2022-01-18 | KYN | Kayne Anderson Energy Infrastructure Fund, In | Financials | sale | ~$8K |
| 2021-09-10 | JPM | JPMorgan Chase | Financials | sale | ~$175K |
| 2021-06-30 | BNS | The Bank of Nova Scotia | Financials | purchase | ~$8K |
| 2021-04-20 | ARCC | Ares Capital Corporation | Financials | purchase | ~$8K |