| 2025-09-13 23:11:45 |
COP |
BUY
|
12 |
$92.43
|
REBALANCE UP; first decision |
| 2025-09-15 12:27:45 |
DIS |
SELL
|
4 |
$115.96
|
SELL ALL; capital allocation decreased |
| 2025-09-19 13:31:12 |
MO |
BUY
|
10 |
$63.94
|
REBALANCE UP; capital allocation increased |
| 2025-09-19 13:31:14 |
LIN |
BUY
|
1 |
$475.88
|
REBALANCE UP; capital allocation increased |
| 2025-09-19 14:00:23 |
MO |
SELL
|
10 |
$64.42
|
REBALANCE DOWN; capital allocation decreased |
| 2025-09-19 14:00:24 |
LIN |
SELL
|
1 |
$476.52
|
REBALANCE DOWN; capital allocation decreased |
| 2025-09-19 15:16:26 |
MO |
SELL
|
1 |
$64.51
|
REBALANCE DOWN; volatility increased, worse price ratio, trend worsened |
| 2025-09-19 15:30:15 |
MO |
BUY
|
20 |
$64.55
|
REBALANCE UP; volatility decreased, better price ratio, trend improved |
| 2025-09-19 15:30:15 |
LIN |
BUY
|
3 |
$475.71
|
REBALANCE UP; capital allocation increased |
| 2025-09-19 16:00:14 |
MO |
SELL
|
22 |
$64.47
|
REBALANCE DOWN; volatility increased, worse price ratio, trend worsened |
| 2025-09-19 16:00:14 |
LIN |
SELL
|
3 |
$475.80
|
REBALANCE DOWN; capital allocation decreased |
| 2025-09-19 16:30:24 |
MO |
SELL
|
4 |
$64.44
|
REBALANCE DOWN; worse price ratio, trend worsened |
| 2025-09-19 16:30:25 |
LIN |
SELL
|
1 |
$476.37
|
SELL ALL; volatility increased |
| 2025-09-19 17:00:24 |
MO |
SELL
|
5 |
$64.50
|
SELL ALL; capital allocation decreased |
| 2025-09-22 06:02:45 |
LOW |
SELL
|
3 |
$265.20
|
SELL ALL; capital allocation decreased |
| 2025-09-22 08:02:45 |
LOW |
SELL
|
3 |
$265.20
|
SELL ALL; capital allocation decreased |
| 2025-09-22 10:02:50 |
LOW |
SELL
|
3 |
$265.20
|
SELL ALL; capital allocation decreased |
| 2025-09-22 12:02:52 |
LOW |
SELL
|
3 |
$265.20
|
SELL ALL; capital allocation decreased |
| 2025-09-22 13:02:54 |
LOW |
SELL
|
3 |
$265.20
|
SELL ALL; capital allocation decreased |
| 2025-09-22 13:33:00 |
LOW |
SELL
|
3 |
$264.25
|
SELL ALL; capital allocation decreased |
| 2025-09-23 13:30:19 |
TMUS |
SELL
|
1 |
$237.44
|
REBALANCE DOWN; capital allocation decreased: bearish momentum |
| 2025-09-23 13:30:19 |
T |
SELL
|
16 |
$28.92
|
REBALANCE DOWN; capital allocation decreased |
| 2025-09-23 14:00:17 |
T |
BUY
|
2 |
$28.84
|
REBALANCE UP; capital allocation increased |
| 2025-09-23 14:30:19 |
TMUS |
SELL
|
1 |
$235.94
|
SELL ALL; capital allocation decreased: bearish momentum |
| 2025-09-23 14:30:21 |
T |
SELL
|
13 |
$28.61
|
SELL ALL; trend weakened |
| 2025-09-24 13:02:47 |
ABT |
BUY
|
1 |
$135.89
|
REBALANCE UP; capital allocation increased: bullish momentum |
| 2025-09-24 13:31:58 |
ABT |
BUY
|
1 |
$135.89
|
REBALANCE UP; capital allocation increased: bullish momentum |
| 2025-09-24 14:00:11 |
ABT |
SELL
|
3 |
$136.30
|
REBALANCE DOWN; capital allocation decreased |
| 2025-09-24 14:30:14 |
ABT |
BUY
|
1 |
$136.62
|
REBALANCE UP; trend strengthened |
| 2025-09-24 15:00:12 |
ABT |
SELL
|
3 |
$136.59
|
REBALANCE DOWN; capital allocation decreased |
| 2025-09-24 15:30:09 |
ABT |
SELL
|
1 |
$136.07
|
REBALANCE DOWN; capital allocation decreased |
| 2025-09-24 16:00:16 |
ABT |
BUY
|
7 |
$135.43
|
REBALANCE UP; capital allocation increased: bullish momentum |
| 2025-09-24 17:00:09 |
ABT |
SELL
|
1 |
$135.40
|
REBALANCE DOWN; capital allocation decreased |
| 2025-09-24 17:30:08 |
ABT |
SELL
|
1 |
$135.19
|
REBALANCE DOWN; capital allocation decreased |
| 2025-09-24 18:00:07 |
ABT |
BUY
|
1 |
$134.50
|
REBALANCE UP; capital allocation increased: bullish momentum |
| 2025-09-24 18:30:17 |
ABT |
BUY
|
2 |
$134.39
|
REBALANCE UP; capital allocation increased: bullish momentum |
| 2025-09-24 19:30:14 |
ABT |
SELL
|
22 |
$133.94
|
SELL ALL; momentum deteriorated |
| 2025-09-30 13:30:39 |
BIIB |
BUY
|
5 |
$138.52
|
BUY NEW; capital allocation increased: undervalued (1.23x) |
| 2025-09-30 13:30:42 |
FCX |
BUY
|
17 |
$37.12
|
BUY NEW; capital allocation increased: undervalued (1.26x) |
| 2025-09-30 14:00:31 |
BIIB |
SELL
|
1 |
$139.62
|
REBALANCE DOWN; capital allocation decreased |
| 2025-09-30 14:00:34 |
FCX |
SELL
|
21 |
$37.60
|
REBALANCE DOWN; capital allocation decreased |
| 2025-09-30 14:30:30 |
FCX |
SELL
|
5 |
$37.62
|
REBALANCE DOWN; capital allocation decreased |
| 2025-09-30 15:00:33 |
FCX |
SELL
|
5 |
$37.66
|
REBALANCE DOWN; capital allocation decreased |
| 2025-09-30 15:30:28 |
BIIB |
SELL
|
1 |
$137.66
|
REBALANCE DOWN; capital allocation decreased |
| 2025-09-30 15:30:33 |
FCX |
SELL
|
3 |
$37.91
|
SELL ALL; capital allocation decreased |
| 2025-09-30 16:00:29 |
BIIB |
BUY
|
1 |
$137.17
|
REBALANCE UP; capital allocation increased: undervalued (1.24x) |
| 2025-09-30 18:32:33 |
ABT |
BUY
|
21 |
$134.30
|
BUY NEW; momentum improved; trend strengthened |
| 2025-09-30 19:02:35 |
ABT |
SELL
|
21 |
$134.31
|
SELL ALL; momentum deteriorated |
| 2025-10-15 13:02:55 |
UNH |
SELL
|
3 |
$359.93
|
SELL ALL; capital allocation decreased: overvalued (0.98x), weak price action, bearish momentum |
| 2025-10-15 13:33:03 |
UNH |
SELL
|
3 |
$357.81
|
SELL ALL; capital allocation decreased: overvalued (0.98x), weak price action, bearish momentum |
| 2025-10-15 14:03:16 |
COST |
BUY
|
2 |
$960.82
|
BUY NEW; trend strengthened |
| 2025-10-15 14:32:53 |
COST |
BUY
|
1 |
$961.49
|
REBALANCE UP; capital allocation increased: undervalued (1.10x), bullish momentum |
| 2025-10-15 16:02:56 |
COST |
SELL
|
3 |
$956.03
|
SELL ALL; momentum deteriorated; trend weakened |
| 2025-10-20 13:15:20 |
AIG |
SELL
|
2 |
$81.26
|
REBALANCE DOWN; capital allocation decreased: weak price action |
| 2025-10-20 13:45:43 |
AIG |
SELL
|
35 |
$77.39
|
SELL ALL; momentum deteriorated; trend weakened; price action deteriorated |
| 2025-10-20 14:05:25 |
AIG |
SELL
|
32 |
$77.52
|
REBALANCE DOWN; volatility increased |
| 2025-10-20 14:33:20 |
AIG |
SELL
|
1 |
$77.47
|
SELL ALL; trend weakened |
| 2025-10-21 13:03:26 |
SO |
SELL
|
14 |
$97.69
|
SELL ALL; capital allocation decreased: overvalued (0.99x), bearish momentum |
| 2025-10-21 13:33:58 |
SO |
SELL
|
14 |
$97.84
|
SELL ALL; capital allocation decreased: overvalued (0.99x), bearish momentum |
| 2025-11-03 14:02:51 |
BAX |
SELL
|
116 |
$18.47
|
REBALANCE DOWN; capital allocation decreased: weak price action, bearish momentum |
| 2025-11-03 14:32:55 |
BAX |
SELL
|
117 |
$18.47
|
REBALANCE DOWN; capital allocation decreased: weak price action, bearish momentum |
| 2025-11-03 15:03:07 |
BAX |
BUY
|
11 |
$18.20
|
REBALANCE UP; capital allocation increased: undervalued (1.32x) |
| 2025-11-03 15:32:53 |
BAX |
SELL
|
7 |
$18.13
|
REBALANCE DOWN; capital allocation decreased: weak price action, bearish momentum |
| 2025-11-03 16:02:56 |
BAX |
SELL
|
5 |
$18.23
|
REBALANCE DOWN; capital allocation decreased: weak price action, bearish momentum |
| 2025-11-03 16:32:55 |
BAX |
SELL
|
6 |
$18.18
|
SELL ALL; trend weakened |
| 2025-11-04 14:03:06 |
FI |
BUY
|
93 |
$65.14
|
BUY NEW; capital allocation increased: undervalued (2.82x) |
| 2025-11-04 14:33:20 |
FI |
BUY
|
91 |
$65.14
|
BUY NEW; capital allocation increased: undervalued (2.82x) |
| 2025-11-04 15:03:15 |
FI |
SELL
|
86 |
$64.82
|
REBALANCE DOWN; capital allocation decreased |
| 2025-11-04 15:33:14 |
FI |
BUY
|
73 |
$64.87
|
REBALANCE UP; capital allocation increased: undervalued (2.84x) |
| 2025-11-04 16:03:52 |
FI |
BUY
|
33 |
$64.42
|
REBALANCE UP; capital allocation increased: undervalued (2.85x) |
| 2025-11-04 16:33:11 |
FI |
BUY
|
33 |
$64.57
|
REBALANCE UP; capital allocation increased: undervalued (2.85x) |
| 2025-11-04 17:03:25 |
FI |
BUY
|
1 |
$64.00
|
REBALANCE UP; capital allocation increased: undervalued (2.87x) |
| 2025-11-04 17:33:12 |
FI |
SELL
|
2 |
$64.11
|
REBALANCE DOWN; capital allocation decreased |
| 2025-11-11 02:02:06 |
FI |
BUY
|
37 |
$63.80
|
BUY NEW; first analysis: undervalued (1.57x) |
| 2025-11-11 04:00:14 |
FI |
BUY
|
27 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2025-11-11 06:00:13 |
FI |
BUY
|
27 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2025-11-11 08:00:14 |
FI |
BUY
|
27 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2025-11-11 10:00:16 |
FI |
BUY
|
27 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2025-11-11 12:00:14 |
FI |
BUY
|
27 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2025-11-11 13:00:12 |
FI |
BUY
|
27 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2025-11-11 13:30:10 |
FI |
BUY
|
27 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2025-11-11 14:00:17 |
FI |
BUY
|
27 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2025-11-11 14:00:30 |
STZ |
BUY
|
7 |
$128.47
|
BUY NEW; capital allocation increased: undervalued (1.34x) |
| 2025-11-11 14:00:37 |
CPAY |
BUY
|
3 |
$281.08
|
BUY NEW; capital allocation increased: undervalued (1.25x) |
| 2025-11-11 14:30:13 |
FI |
BUY
|
27 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2025-11-11 14:30:16 |
DECK |
BUY
|
17 |
$79.84
|
BUY NEW; capital allocation increased: undervalued (1.40x) |
| 2025-11-11 14:30:18 |
ELV |
BUY
|
4 |
$303.78
|
BUY NEW; capital allocation increased: undervalued (1.27x) |
| 2025-11-11 14:30:20 |
SNPS |
BUY
|
2 |
$400.77
|
BUY NEW; capital allocation increased: undervalued (1.39x) |
| 2025-11-11 14:30:21 |
IPG |
BUY
|
45 |
$24.98
|
BUY NEW; capital allocation increased: undervalued (1.33x) |
| 2025-11-11 14:30:22 |
HBAN |
BUY
|
71 |
$15.81
|
BUY NEW; capital allocation increased: undervalued (1.25x) |
| 2025-11-11 14:30:25 |
DAL |
BUY
|
18 |
$58.56
|
BUY NEW; capital allocation increased: undervalued (1.23x) |
| 2025-11-11 14:30:25 |
KDP |
BUY
|
39 |
$26.12
|
BUY NEW; capital allocation increased: undervalued (1.36x) |
| 2025-11-11 14:30:26 |
STZ |
BUY
|
7 |
$128.47
|
BUY NEW; capital allocation increased: undervalued (1.34x) |
| 2025-11-11 14:30:29 |
MCHP |
BUY
|
17 |
$55.41
|
BUY NEW; capital allocation increased: undervalued (1.33x) |
| 2025-11-11 14:30:29 |
KMX |
BUY
|
28 |
$33.25
|
BUY NEW; capital allocation increased: undervalued (1.27x) |
| 2025-11-11 14:30:32 |
OKE |
BUY
|
13 |
$67.90
|
BUY NEW; capital allocation increased: undervalued (1.32x) |
| 2025-11-11 14:30:33 |
CPAY |
BUY
|
3 |
$281.08
|
BUY NEW; capital allocation increased: undervalued (1.25x) |
| 2025-11-11 15:00:16 |
FI |
BUY
|
39 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2025-11-11 15:00:20 |
SNPS |
SELL
|
3 |
$394.75
|
REBALANCE DOWN; capital allocation decreased |
| 2025-11-11 15:00:21 |
DECK |
SELL
|
120 |
$82.89
|
REBALANCE DOWN; capital allocation decreased |
| 2025-11-11 15:00:23 |
ELV |
SELL
|
12 |
$307.76
|
REBALANCE DOWN; capital allocation decreased |
| 2025-11-11 15:00:24 |
HBAN |
BUY
|
1 |
$15.84
|
REBALANCE UP; capital allocation increased: undervalued (1.24x) |
| 2025-11-11 15:00:24 |
IPG |
SELL
|
46 |
$25.11
|
REBALANCE DOWN; capital allocation decreased |
| 2025-11-11 15:00:25 |
DAL |
SELL
|
19 |
$58.30
|
REBALANCE DOWN; capital allocation decreased |
| 2025-11-11 15:00:27 |
KDP |
SELL
|
48 |
$26.43
|
REBALANCE DOWN; capital allocation decreased |
| 2025-11-11 15:00:30 |
STZ |
SELL
|
16 |
$130.49
|
REBALANCE DOWN; capital allocation decreased |
| 2025-11-11 15:00:31 |
MCHP |
SELL
|
19 |
$55.83
|
REBALANCE DOWN; capital allocation decreased |
| 2025-11-11 15:00:34 |
KMX |
SELL
|
19 |
$33.90
|
REBALANCE DOWN; capital allocation decreased |
| 2025-11-11 15:00:34 |
OKE |
SELL
|
12 |
$68.93
|
REBALANCE DOWN; capital allocation decreased |
| 2025-11-11 15:00:35 |
UAL |
BUY
|
4 |
$95.58
|
BUY NEW; first analysis: undervalued (1.29x) |
| 2025-11-11 15:00:36 |
CPAY |
SELL
|
5 |
$284.65
|
REBALANCE DOWN; capital allocation decreased |
| 2025-11-11 15:30:15 |
FI |
BUY
|
30 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2025-11-11 15:30:21 |
DECK |
SELL
|
1 |
$82.58
|
REBALANCE DOWN; capital allocation decreased |
| 2025-11-11 15:30:26 |
ELV |
SELL
|
1 |
$310.42
|
REBALANCE DOWN; capital allocation decreased |
| 2025-11-11 15:30:27 |
DAL |
BUY
|
1 |
$58.01
|
REBALANCE UP; capital allocation increased: undervalued (1.24x) |
| 2025-11-11 15:30:32 |
KDP |
BUY
|
4 |
$26.51
|
REBALANCE UP; capital allocation increased: undervalued (1.34x) |
| 2025-11-11 15:30:34 |
MCHP |
BUY
|
3 |
$55.58
|
REBALANCE UP; capital allocation increased: undervalued (1.32x) |
| 2025-11-11 15:30:36 |
STZ |
BUY
|
1 |
$131.45
|
REBALANCE UP; capital allocation increased: undervalued (1.31x) |
| 2025-11-11 15:30:39 |
OKE |
BUY
|
4 |
$68.65
|
REBALANCE UP; capital allocation increased: undervalued (1.30x) |
| 2025-11-11 15:30:39 |
UAL |
BUY
|
3 |
$94.84
|
REBALANCE UP; capital allocation increased: undervalued (1.30x) |
| 2025-11-11 15:30:40 |
KMX |
BUY
|
3 |
$34.33
|
REBALANCE UP; capital allocation increased: undervalued (1.23x) |
| 2025-11-11 15:30:41 |
CPAY |
BUY
|
1 |
$286.31
|
REBALANCE UP; capital allocation increased: undervalued (1.22x) |
| 2025-11-11 16:00:16 |
FI |
BUY
|
41 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2025-11-11 16:00:21 |
DECK |
BUY
|
2 |
$82.46
|
REBALANCE UP; capital allocation increased: undervalued (1.36x) |
| 2025-11-11 16:00:24 |
DAL |
BUY
|
1 |
$57.68
|
REBALANCE UP; capital allocation increased: undervalued (1.24x) |
| 2025-11-11 16:00:28 |
KDP |
SELL
|
7 |
$26.54
|
REBALANCE DOWN; capital allocation decreased |
| 2025-11-11 16:00:30 |
MCHP |
SELL
|
3 |
$55.46
|
REBALANCE DOWN; capital allocation decreased |
| 2025-11-11 16:00:30 |
STZ |
SELL
|
2 |
$131.31
|
REBALANCE DOWN; capital allocation decreased |
| 2025-11-11 16:00:33 |
UAL |
SELL
|
2 |
$94.36
|
REBALANCE DOWN; capital allocation decreased |
| 2025-11-11 16:00:34 |
OKE |
SELL
|
5 |
$68.91
|
REBALANCE DOWN; capital allocation decreased |
| 2025-11-11 16:00:35 |
KMX |
SELL
|
7 |
$34.13
|
REBALANCE DOWN; capital allocation decreased |
| 2025-11-11 16:00:35 |
CPAY |
SELL
|
1 |
$286.85
|
REBALANCE DOWN; capital allocation decreased |
| 2025-11-11 16:30:13 |
FI |
BUY
|
50 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2025-11-11 16:30:16 |
DECK |
BUY
|
1 |
$82.34
|
REBALANCE UP; capital allocation increased: undervalued (1.36x) |
| 2025-11-11 16:30:20 |
DAL |
BUY
|
1 |
$57.52
|
REBALANCE UP; capital allocation increased: undervalued (1.25x) |
| 2025-11-11 16:30:21 |
HBAN |
SELL
|
3 |
$15.85
|
REBALANCE DOWN; capital allocation decreased |
| 2025-11-11 16:30:21 |
IPG |
SELL
|
2 |
$25.13
|
REBALANCE DOWN; capital allocation decreased |
| 2025-11-11 16:30:24 |
MCHP |
SELL
|
1 |
$55.10
|
REBALANCE DOWN; capital allocation decreased |
| 2025-11-11 16:30:26 |
KDP |
SELL
|
7 |
$26.64
|
REBALANCE DOWN; capital allocation decreased |
| 2025-11-11 16:30:26 |
UAL |
SELL
|
1 |
$93.88
|
REBALANCE DOWN; capital allocation decreased |
| 2025-11-11 16:30:27 |
STZ |
SELL
|
2 |
$131.69
|
REBALANCE DOWN; capital allocation decreased |
| 2025-11-11 16:30:30 |
KMX |
SELL
|
7 |
$34.14
|
REBALANCE DOWN; capital allocation decreased |
| 2025-11-11 16:30:30 |
OKE |
SELL
|
3 |
$69.02
|
REBALANCE DOWN; capital allocation decreased |
| 2025-11-11 16:30:32 |
CPAY |
SELL
|
1 |
$288.01
|
SELL ALL; capital allocation decreased |
| 2025-11-11 17:00:13 |
FI |
BUY
|
56 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2025-11-11 17:00:16 |
SNPS |
BUY
|
1 |
$391.84
|
REBALANCE UP; capital allocation increased: undervalued (1.42x) |
| 2025-11-11 17:00:19 |
DAL |
SELL
|
1 |
$57.54
|
REBALANCE DOWN; capital allocation decreased |
| 2025-11-11 17:00:20 |
IPG |
BUY
|
1 |
$25.06
|
REBALANCE UP; capital allocation increased: undervalued (1.32x) |
| 2025-11-11 17:00:21 |
HBAN |
SELL
|
4 |
$15.89
|
REBALANCE DOWN; capital allocation decreased |
| 2025-11-11 17:00:24 |
MCHP |
SELL
|
2 |
$55.13
|
REBALANCE DOWN; capital allocation decreased |
| 2025-11-11 17:00:26 |
KDP |
SELL
|
6 |
$26.70
|
REBALANCE DOWN; capital allocation decreased |
| 2025-11-11 17:00:27 |
UAL |
SELL
|
2 |
$93.75
|
REBALANCE DOWN; capital allocation decreased |
| 2025-11-11 17:00:27 |
STZ |
SELL
|
1 |
$131.83
|
REBALANCE DOWN; capital allocation decreased |
| 2025-11-11 17:00:29 |
KMX |
SELL
|
4 |
$34.15
|
REBALANCE DOWN; capital allocation decreased |
| 2025-11-11 17:00:30 |
OKE |
SELL
|
2 |
$69.03
|
REBALANCE DOWN; capital allocation decreased |
| 2025-11-11 17:30:12 |
FI |
BUY
|
59 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2025-11-11 17:30:15 |
DECK |
BUY
|
1 |
$82.43
|
REBALANCE UP; capital allocation increased: undervalued (1.36x) |
| 2025-11-11 17:30:19 |
DAL |
SELL
|
2 |
$57.96
|
REBALANCE DOWN; capital allocation decreased |
| 2025-11-11 17:30:25 |
UAL |
SELL
|
1 |
$94.42
|
REBALANCE DOWN; capital allocation decreased |
| 2025-11-11 17:30:27 |
OKE |
SELL
|
1 |
$69.14
|
SELL ALL; capital allocation decreased |
| 2025-11-11 18:00:14 |
FI |
BUY
|
60 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2025-11-11 18:00:17 |
DECK |
SELL
|
1 |
$82.72
|
REBALANCE DOWN; capital allocation decreased |
| 2025-11-11 18:00:21 |
HBAN |
BUY
|
1 |
$15.91
|
REBALANCE UP; capital allocation increased: undervalued (1.24x) |
| 2025-11-11 18:00:21 |
IPG |
SELL
|
2 |
$25.18
|
REBALANCE DOWN; capital allocation decreased |
| 2025-11-11 18:00:25 |
MCHP |
SELL
|
1 |
$55.25
|
REBALANCE DOWN; capital allocation decreased |
| 2025-11-11 18:00:25 |
KDP |
BUY
|
2 |
$26.64
|
REBALANCE UP; capital allocation increased: undervalued (1.33x) |
| 2025-11-11 18:30:09 |
FI |
BUY
|
60 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2025-11-11 18:30:17 |
HBAN |
BUY
|
1 |
$15.92
|
REBALANCE UP; capital allocation increased: undervalued (1.24x) |
| 2025-11-11 18:30:17 |
DAL |
SELL
|
1 |
$58.37
|
REBALANCE DOWN; capital allocation decreased |
| 2025-11-11 18:30:18 |
ELV |
SELL
|
1 |
$314.49
|
REBALANCE DOWN; capital allocation decreased |
| 2025-11-11 18:30:21 |
KDP |
SELL
|
3 |
$26.80
|
REBALANCE DOWN; capital allocation decreased |
| 2025-11-11 18:30:22 |
STZ |
SELL
|
1 |
$132.97
|
SELL ALL; capital allocation decreased |
| 2025-11-11 18:30:23 |
UAL |
SELL
|
1 |
$95.27
|
SELL ALL; capital allocation decreased |
| 2025-11-11 18:30:24 |
KMX |
SELL
|
2 |
$34.30
|
SELL ALL; capital allocation decreased |
| 2025-11-11 19:00:15 |
FI |
BUY
|
59 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2025-11-11 19:00:23 |
HBAN |
SELL
|
1 |
$15.90
|
REBALANCE DOWN; capital allocation decreased |
| 2025-11-11 19:00:23 |
ELV |
BUY
|
1 |
$313.49
|
REBALANCE UP; capital allocation increased: undervalued (1.23x) |
| 2025-11-11 19:00:24 |
DAL |
SELL
|
1 |
$58.38
|
REBALANCE DOWN; capital allocation decreased |
| 2025-11-11 19:00:26 |
MCHP |
BUY
|
1 |
$55.11
|
REBALANCE UP; capital allocation increased: undervalued (1.34x) |
| 2025-11-11 19:00:28 |
KDP |
SELL
|
1 |
$26.79
|
REBALANCE DOWN; capital allocation decreased |
| 2025-11-11 19:00:29 |
STZ |
BUY
|
1 |
$132.28
|
BUY NEW; capital allocation increased: undervalued (1.30x) |
| 2025-11-11 19:00:30 |
KMX |
BUY
|
1 |
$34.20
|
BUY NEW; capital allocation increased: undervalued (1.24x) |
| 2025-11-11 19:30:14 |
FI |
BUY
|
58 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2025-11-11 19:30:18 |
DECK |
SELL
|
1 |
$83.05
|
REBALANCE DOWN; capital allocation decreased |
| 2025-11-11 19:30:21 |
IPG |
SELL
|
1 |
$25.20
|
REBALANCE DOWN; capital allocation decreased |
| 2025-11-11 19:30:24 |
MCHP |
BUY
|
1 |
$54.89
|
REBALANCE UP; capital allocation increased: undervalued (1.34x) |
| 2025-11-11 19:30:26 |
KDP |
SELL
|
3 |
$26.92
|
REBALANCE DOWN; capital allocation decreased |
| 2025-11-18 02:02:58 |
FI |
BUY
|
7 |
$63.80
|
BUY NEW; first analysis: undervalued (1.57x) |
| 2025-11-18 04:02:50 |
FI |
BUY
|
18 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2025-11-18 14:30:30 |
NFLX |
SELL
|
138 |
$110.29
|
SELL ALL; capital allocation decreased: weak price action, bearish momentum |
| 2025-11-18 15:00:26 |
NFLX |
SELL
|
80 |
$112.27
|
SELL ALL; capital allocation decreased: weak price action, bearish momentum |
| 2025-11-25 14:03:00 |
KHC |
BUY
|
8 |
$25.23
|
BUY NEW; capital allocation increased: bullish momentum |
| 2025-11-25 14:32:57 |
KHC |
BUY
|
3 |
$25.35
|
BUY NEW; trend strengthened |
| 2025-11-25 15:02:48 |
KHC |
SELL
|
11 |
$25.43
|
SELL ALL; capital allocation decreased |
| 2025-12-02 02:03:02 |
FI |
BUY
|
41 |
$63.80
|
BUY NEW; first analysis: undervalued (1.57x) |
| 2025-12-02 04:03:06 |
FI |
BUY
|
39 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2025-12-09 02:03:32 |
FI |
BUY
|
30 |
$63.80
|
BUY NEW; first analysis: undervalued (1.57x) |
| 2025-12-09 02:03:40 |
IPG |
BUY
|
45 |
$25.03
|
BUY NEW; first analysis: undervalued (1.33x) |
| 2025-12-09 04:02:49 |
FI |
BUY
|
28 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2025-12-09 04:02:57 |
IPG |
BUY
|
44 |
$25.03
|
BUY NEW; capital allocation increased: undervalued (1.33x) |
| 2025-12-09 06:02:53 |
FI |
BUY
|
28 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2025-12-09 06:03:01 |
IPG |
BUY
|
44 |
$25.03
|
BUY NEW; capital allocation increased: undervalued (1.33x) |
| 2025-12-09 08:02:57 |
FI |
BUY
|
28 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-01-06 02:02:11 |
FI |
BUY
|
42 |
$63.80
|
BUY NEW; first analysis: undervalued (1.57x) |
| 2026-01-06 02:02:20 |
IPG |
BUY
|
46 |
$25.03
|
BUY NEW; first analysis: undervalued (1.31x) |
| 2026-01-06 04:00:12 |
FI |
BUY
|
32 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-01-06 04:00:21 |
IPG |
BUY
|
47 |
$25.03
|
BUY NEW; capital allocation increased: undervalued (1.31x) |
| 2026-01-06 06:00:15 |
FI |
BUY
|
32 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-01-06 06:00:24 |
IPG |
BUY
|
47 |
$25.03
|
BUY NEW; capital allocation increased: undervalued (1.31x) |
| 2026-01-06 08:00:16 |
FI |
BUY
|
32 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-01-06 08:00:24 |
IPG |
BUY
|
47 |
$25.03
|
BUY NEW; capital allocation increased: undervalued (1.31x) |
| 2026-01-06 10:00:14 |
FI |
BUY
|
32 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-01-06 10:00:22 |
IPG |
BUY
|
47 |
$25.03
|
BUY NEW; capital allocation increased: undervalued (1.31x) |
| 2026-01-06 12:00:12 |
FI |
BUY
|
32 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-01-06 12:00:21 |
IPG |
BUY
|
47 |
$25.03
|
BUY NEW; capital allocation increased: undervalued (1.31x) |
| 2026-01-06 13:00:13 |
FI |
BUY
|
32 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-01-06 13:00:21 |
IPG |
BUY
|
47 |
$25.03
|
BUY NEW; capital allocation increased: undervalued (1.31x) |
| 2026-01-06 13:30:17 |
FI |
BUY
|
32 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-01-06 13:30:26 |
IPG |
BUY
|
47 |
$25.03
|
BUY NEW; capital allocation increased: undervalued (1.31x) |
| 2026-01-06 14:00:19 |
FI |
BUY
|
32 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-01-06 14:00:28 |
IPG |
BUY
|
47 |
$25.03
|
BUY NEW; capital allocation increased: undervalued (1.31x) |
| 2026-01-06 14:30:29 |
FI |
BUY
|
32 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-01-06 14:30:38 |
IPG |
BUY
|
47 |
$25.03
|
BUY NEW; capital allocation increased: undervalued (1.31x) |
| 2026-01-06 14:30:42 |
GL |
BUY
|
7 |
$140.63
|
BUY NEW; capital allocation increased: undervalued (1.20x) |
| 2026-01-06 15:00:33 |
FI |
BUY
|
42 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-01-06 15:00:41 |
IPG |
BUY
|
47 |
$25.03
|
BUY NEW; capital allocation increased: undervalued (1.31x) |
| 2026-01-06 15:00:43 |
GL |
SELL
|
7 |
$138.82
|
REBALANCE DOWN; capital allocation decreased |
| 2026-01-06 15:30:20 |
FI |
BUY
|
47 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-01-06 15:30:27 |
IPG |
BUY
|
46 |
$25.03
|
BUY NEW; capital allocation increased: undervalued (1.31x) |
| 2026-01-06 16:00:21 |
FI |
BUY
|
53 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-01-06 16:00:28 |
IPG |
BUY
|
45 |
$25.03
|
BUY NEW; capital allocation increased: undervalued (1.31x) |
| 2026-01-06 16:30:23 |
FI |
BUY
|
60 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-01-06 16:30:31 |
IPG |
BUY
|
43 |
$25.03
|
BUY NEW; capital allocation increased: undervalued (1.31x) |
| 2026-01-06 16:30:32 |
GL |
SELL
|
1 |
$138.37
|
REBALANCE DOWN; capital allocation decreased |
| 2026-01-06 17:00:22 |
FI |
BUY
|
61 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-01-06 17:00:29 |
IPG |
BUY
|
43 |
$25.03
|
BUY NEW; capital allocation increased: undervalued (1.31x) |
| 2026-01-06 17:30:23 |
FI |
BUY
|
62 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-01-06 17:30:29 |
IPG |
BUY
|
42 |
$25.03
|
BUY NEW; capital allocation increased: undervalued (1.31x) |
| 2026-01-06 18:00:33 |
FI |
BUY
|
61 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-01-06 18:00:40 |
IPG |
BUY
|
42 |
$25.03
|
BUY NEW; capital allocation increased: undervalued (1.31x) |
| 2026-01-06 18:00:42 |
GL |
SELL
|
1 |
$139.04
|
REBALANCE DOWN; capital allocation decreased |
| 2026-01-06 18:30:19 |
FI |
BUY
|
62 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-01-06 18:30:25 |
IPG |
BUY
|
42 |
$25.03
|
BUY NEW; capital allocation increased: undervalued (1.31x) |
| 2026-01-06 19:00:21 |
FI |
BUY
|
61 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-01-06 19:00:27 |
IPG |
BUY
|
42 |
$25.03
|
BUY NEW; capital allocation increased: undervalued (1.31x) |
| 2026-01-06 19:30:17 |
FI |
BUY
|
62 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-01-06 19:30:22 |
IPG |
BUY
|
43 |
$25.03
|
BUY NEW; capital allocation increased: undervalued (1.31x) |
| 2026-01-06 20:00:23 |
FI |
BUY
|
64 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-01-06 20:00:29 |
IPG |
BUY
|
44 |
$25.03
|
BUY NEW; capital allocation increased: undervalued (1.31x) |
| 2026-01-06 20:30:19 |
FI |
BUY
|
65 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-01-06 20:30:25 |
IPG |
BUY
|
45 |
$25.03
|
BUY NEW; capital allocation increased: undervalued (1.31x) |
| 2026-01-06 21:00:13 |
FI |
BUY
|
65 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-01-06 21:00:19 |
IPG |
BUY
|
45 |
$25.03
|
BUY NEW; capital allocation increased: undervalued (1.31x) |
| 2026-01-12 15:00:46 |
V |
SELL
|
2 |
$340.38
|
SELL ALL; trend weakened |
| 2026-01-13 02:03:00 |
FI |
BUY
|
32 |
$63.80
|
BUY NEW; first analysis: undervalued (1.57x) |
| 2026-01-13 02:03:06 |
IPG |
BUY
|
45 |
$25.03
|
BUY NEW; first analysis: undervalued (1.31x) |
| 2026-01-13 04:03:01 |
FI |
BUY
|
32 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-01-13 04:03:07 |
IPG |
BUY
|
46 |
$25.03
|
BUY NEW; capital allocation increased: undervalued (1.31x) |
| 2026-01-13 06:02:50 |
FI |
BUY
|
32 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-01-13 06:02:55 |
IPG |
BUY
|
46 |
$25.03
|
BUY NEW; capital allocation increased: undervalued (1.31x) |
| 2026-01-13 08:02:55 |
FI |
BUY
|
32 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-01-13 08:03:01 |
IPG |
BUY
|
46 |
$25.03
|
BUY NEW; capital allocation increased: undervalued (1.31x) |
| 2026-01-20 02:02:55 |
FI |
BUY
|
46 |
$63.80
|
BUY NEW; first analysis: undervalued (1.57x) |
| 2026-01-20 02:03:03 |
IPG |
BUY
|
53 |
$25.03
|
BUY NEW; momentum improved; trend strengthened |
| 2026-01-20 04:02:58 |
FI |
BUY
|
49 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-01-20 04:03:05 |
IPG |
BUY
|
53 |
$25.03
|
BUY NEW; capital allocation increased: undervalued (1.31x), bullish momentum |
| 2026-01-20 06:02:52 |
FI |
BUY
|
49 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-01-20 06:03:00 |
IPG |
BUY
|
53 |
$25.03
|
BUY NEW; capital allocation increased: undervalued (1.31x), bullish momentum |
| 2026-01-20 08:02:52 |
FI |
BUY
|
50 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-01-20 08:03:00 |
IPG |
BUY
|
53 |
$25.03
|
BUY NEW; capital allocation increased: undervalued (1.31x), bullish momentum |
| 2026-01-20 10:02:50 |
FI |
BUY
|
49 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-01-20 10:02:57 |
IPG |
BUY
|
52 |
$25.03
|
BUY NEW; capital allocation increased: undervalued (1.31x), bullish momentum |
| 2026-01-20 10:03:00 |
CPRT |
BUY
|
27 |
$38.95
|
BUY NEW; capital allocation increased: undervalued (1.26x), bullish momentum |
| 2026-01-20 10:03:00 |
AMD |
BUY
|
5 |
$207.69
|
BUY NEW; capital allocation increased: undervalued (1.37x), bullish momentum |
| 2026-01-20 10:03:01 |
MDLZ |
BUY
|
17 |
$52.72
|
BUY NEW; capital allocation increased: undervalued (1.29x), bullish momentum |
| 2026-01-20 10:03:05 |
SW |
BUY
|
13 |
$40.97
|
BUY NEW; capital allocation increased: undervalued (1.30x) |
| 2026-01-20 10:03:07 |
MKTX |
BUY
|
2 |
$170.10
|
BUY NEW; capital allocation increased: undervalued (1.29x) |
| 2026-01-20 12:02:59 |
FI |
BUY
|
49 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-01-20 12:03:06 |
IPG |
BUY
|
52 |
$25.03
|
BUY NEW; capital allocation increased: undervalued (1.31x), bullish momentum |
| 2026-01-20 12:03:07 |
MOS |
BUY
|
47 |
$25.72
|
BUY NEW; capital allocation increased: undervalued (1.29x), bullish momentum |
| 2026-01-20 12:03:09 |
CPRT |
BUY
|
27 |
$38.95
|
BUY NEW; capital allocation increased: undervalued (1.26x), bullish momentum |
| 2026-01-20 12:03:09 |
AMD |
BUY
|
5 |
$207.69
|
BUY NEW; capital allocation increased: undervalued (1.37x), bullish momentum |
| 2026-01-20 12:03:11 |
MDLZ |
BUY
|
17 |
$52.72
|
BUY NEW; capital allocation increased: undervalued (1.29x), bullish momentum |
| 2026-01-20 12:03:15 |
SW |
BUY
|
13 |
$40.97
|
BUY NEW; capital allocation increased: undervalued (1.30x) |
| 2026-01-20 12:03:17 |
MKTX |
BUY
|
2 |
$170.10
|
BUY NEW; capital allocation increased: undervalued (1.29x) |
| 2026-01-27 02:02:59 |
FI |
BUY
|
40 |
$63.80
|
BUY NEW; first analysis: undervalued (1.57x) |
| 2026-01-27 02:03:06 |
IPG |
BUY
|
44 |
$25.03
|
BUY NEW; momentum improved; trend strengthened |
| 2026-01-27 04:02:59 |
FI |
BUY
|
33 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-01-27 04:03:07 |
IPG |
BUY
|
41 |
$25.03
|
BUY NEW; capital allocation increased: undervalued (1.31x), bullish momentum |
| 2026-01-27 06:03:00 |
FI |
BUY
|
33 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-01-27 06:03:08 |
IPG |
BUY
|
41 |
$25.03
|
BUY NEW; capital allocation increased: undervalued (1.31x), bullish momentum |
| 2026-01-27 08:03:12 |
FI |
BUY
|
33 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-01-27 08:03:20 |
IPG |
BUY
|
41 |
$25.03
|
BUY NEW; capital allocation increased: undervalued (1.31x), bullish momentum |
| 2026-01-27 10:02:57 |
FI |
BUY
|
33 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-01-27 10:03:05 |
IPG |
BUY
|
41 |
$25.03
|
BUY NEW; capital allocation increased: undervalued (1.31x), bullish momentum |
| 2026-01-27 12:02:54 |
FI |
BUY
|
33 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-01-27 12:03:02 |
IPG |
BUY
|
42 |
$25.03
|
BUY NEW; capital allocation increased: undervalued (1.31x), bullish momentum |
| 2026-01-27 13:03:00 |
FI |
BUY
|
33 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-01-27 13:03:08 |
IPG |
BUY
|
41 |
$25.03
|
BUY NEW; capital allocation increased: undervalued (1.31x), bullish momentum |
| 2026-01-27 13:33:02 |
FI |
BUY
|
33 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-01-27 13:33:10 |
IPG |
BUY
|
42 |
$25.03
|
BUY NEW; capital allocation increased: undervalued (1.31x), bullish momentum |
| 2026-01-27 13:33:22 |
APD |
BUY
|
2 |
$262.62
|
BUY NEW; capital allocation increased: undervalued (1.23x) |
| 2026-01-27 13:33:23 |
MGM |
BUY
|
17 |
$34.10
|
BUY NEW; capital allocation increased: undervalued (1.29x) |
| 2026-01-27 13:33:24 |
CCL |
BUY
|
19 |
$28.67
|
BUY NEW; capital allocation increased: undervalued (1.25x) |
| 2026-01-27 14:03:02 |
FI |
BUY
|
33 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-01-27 14:03:06 |
CARR |
BUY
|
20 |
$57.37
|
BUY NEW; capital allocation increased: undervalued (1.25x), bullish momentum |
| 2026-01-27 14:03:06 |
EOG |
BUY
|
10 |
$107.60
|
BUY NEW; capital allocation increased: undervalued (1.26x), bullish momentum |
| 2026-01-27 14:03:10 |
KVUE |
BUY
|
59 |
$17.64
|
BUY NEW; capital allocation increased: undervalued (1.25x), bullish momentum |
| 2026-01-27 14:03:10 |
IPG |
BUY
|
41 |
$25.03
|
BUY NEW; capital allocation increased: undervalued (1.31x), bullish momentum |
| 2026-01-27 14:03:11 |
CCI |
BUY
|
11 |
$87.25
|
BUY NEW; capital allocation increased: undervalued (1.28x), bullish momentum |
| 2026-01-27 14:03:12 |
KMB |
BUY
|
9 |
$101.14
|
BUY NEW; capital allocation increased: undervalued (1.26x), bullish momentum |
| 2026-01-27 14:03:14 |
GNRC |
BUY
|
5 |
$167.11
|
BUY NEW; capital allocation increased: undervalued (1.24x), bullish momentum |
| 2026-01-27 14:03:18 |
LW |
BUY
|
18 |
$43.72
|
BUY NEW; capital allocation increased: undervalued (1.25x) |
| 2026-01-27 14:03:20 |
NCLH |
BUY
|
35 |
$20.79
|
BUY NEW; capital allocation increased: undervalued (1.38x) |
| 2026-01-27 14:03:22 |
APD |
BUY
|
2 |
$262.62
|
BUY NEW; capital allocation increased: undervalued (1.23x) |
| 2026-01-27 14:03:22 |
MGM |
BUY
|
17 |
$34.10
|
BUY NEW; capital allocation increased: undervalued (1.29x) |
| 2026-01-27 14:03:23 |
CCL |
BUY
|
19 |
$28.67
|
BUY NEW; capital allocation increased: undervalued (1.25x) |
| 2026-01-27 14:33:19 |
FI |
BUY
|
32 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-01-27 14:33:23 |
CARR |
BUY
|
20 |
$57.14
|
BUY NEW; capital allocation increased: undervalued (1.26x), bullish momentum |
| 2026-01-27 14:33:24 |
EOG |
BUY
|
10 |
$108.28
|
BUY NEW; trend strengthened |
| 2026-01-27 14:33:27 |
IPG |
BUY
|
40 |
$25.03
|
BUY NEW; capital allocation increased: undervalued (1.31x), bullish momentum |
| 2026-01-27 14:33:28 |
KVUE |
BUY
|
56 |
$17.86
|
BUY NEW; trend strengthened |
| 2026-01-27 14:33:29 |
CCI |
BUY
|
11 |
$86.87
|
BUY NEW; capital allocation increased: undervalued (1.29x), bullish momentum |
| 2026-01-27 14:33:31 |
KMB |
BUY
|
8 |
$102.86
|
BUY NEW; trend strengthened |
| 2026-01-27 14:33:31 |
GNRC |
BUY
|
5 |
$167.98
|
BUY NEW; trend strengthened |
| 2026-01-27 14:33:34 |
LW |
BUY
|
18 |
$43.43
|
BUY NEW; capital allocation increased: undervalued (1.26x) |
| 2026-01-27 14:33:37 |
NCLH |
BUY
|
34 |
$20.79
|
BUY NEW; capital allocation increased: undervalued (1.38x) |
| 2026-01-27 14:33:38 |
APD |
BUY
|
2 |
$261.24
|
BUY NEW; capital allocation increased: undervalued (1.24x) |
| 2026-01-27 14:33:39 |
MGM |
BUY
|
18 |
$33.77
|
BUY NEW; capital allocation increased: undervalued (1.31x) |
| 2026-01-27 14:33:40 |
INVH |
BUY
|
20 |
$26.75
|
BUY NEW; capital allocation increased: undervalued (1.29x) |
| 2026-01-27 14:33:41 |
CCL |
BUY
|
19 |
$28.54
|
BUY NEW; capital allocation increased: undervalued (1.26x) |
| 2026-01-27 15:03:15 |
FI |
BUY
|
39 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-01-27 15:03:21 |
CARR |
SELL
|
62 |
$57.47
|
REBALANCE DOWN; capital allocation decreased |
| 2026-01-27 15:03:21 |
EOG |
SELL
|
31 |
$108.14
|
REBALANCE DOWN; trend weakened |
| 2026-01-27 15:03:23 |
KVUE |
SELL
|
182 |
$17.54
|
REBALANCE DOWN; trend weakened |
| 2026-01-27 15:03:24 |
CCI |
SELL
|
22 |
$86.99
|
REBALANCE DOWN; capital allocation decreased |
| 2026-01-27 15:03:24 |
IPG |
BUY
|
40 |
$25.03
|
BUY NEW; capital allocation increased: undervalued (1.31x), bullish momentum |
| 2026-01-27 15:03:26 |
KMB |
SELL
|
19 |
$100.99
|
REBALANCE DOWN; trend weakened |
| 2026-01-27 15:03:27 |
GNRC |
SELL
|
1 |
$167.18
|
REBALANCE DOWN; capital allocation decreased: weak price action |
| 2026-01-27 15:03:29 |
LW |
SELL
|
2 |
$43.56
|
REBALANCE DOWN; capital allocation decreased |
| 2026-01-27 15:03:31 |
NCLH |
BUY
|
28 |
$20.89
|
BUY NEW; trend strengthened |
| 2026-01-27 15:03:34 |
APD |
SELL
|
1 |
$261.90
|
REBALANCE DOWN; capital allocation decreased: bearish momentum |
| 2026-01-27 15:03:34 |
MGM |
SELL
|
4 |
$33.83
|
REBALANCE DOWN; capital allocation decreased: weak price action, bearish momentum |
| 2026-01-27 15:03:35 |
MKTX |
BUY
|
2 |
$170.20
|
BUY NEW; capital allocation increased: undervalued (1.29x) |
| 2026-01-27 15:33:19 |
FI |
BUY
|
42 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-01-27 15:33:23 |
EOG |
BUY
|
1 |
$107.12
|
REBALANCE UP; capital allocation increased: undervalued (1.26x), bullish momentum |
| 2026-01-27 15:33:24 |
KVUE |
SELL
|
3 |
$17.59
|
REBALANCE DOWN; capital allocation decreased |
| 2026-01-27 15:33:25 |
IPG |
BUY
|
38 |
$25.03
|
BUY NEW; capital allocation increased: undervalued (1.31x), bullish momentum |
| 2026-01-27 15:33:25 |
CCI |
SELL
|
1 |
$86.94
|
REBALANCE DOWN; trend weakened |
| 2026-01-27 15:33:27 |
KMB |
SELL
|
1 |
$101.13
|
REBALANCE DOWN; capital allocation decreased |
| 2026-01-27 15:33:29 |
LW |
SELL
|
2 |
$43.82
|
REBALANCE DOWN; capital allocation decreased |
| 2026-01-27 15:33:31 |
NCLH |
SELL
|
3 |
$20.82
|
REBALANCE DOWN; capital allocation decreased: weak price action, bearish momentum |
| 2026-01-27 15:33:34 |
MGM |
SELL
|
2 |
$33.62
|
REBALANCE DOWN; trend weakened |
| 2026-01-27 15:33:36 |
MKTX |
SELL
|
1 |
$168.55
|
REBALANCE DOWN; trend weakened |
| 2026-01-27 16:03:15 |
FI |
BUY
|
43 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-01-27 16:03:20 |
IPG |
BUY
|
39 |
$25.03
|
BUY NEW; capital allocation increased: undervalued (1.31x), bullish momentum |
| 2026-01-27 16:03:20 |
CCI |
BUY
|
1 |
$87.17
|
REBALANCE UP; trend strengthened |
| 2026-01-27 16:03:28 |
MGM |
SELL
|
1 |
$33.58
|
REBALANCE DOWN; capital allocation decreased: weak price action, bearish momentum |
| 2026-01-30 14:02:48 |
BA |
SELL
|
2 |
$234.04
|
REBALANCE DOWN; capital allocation decreased |
| 2026-01-30 14:32:54 |
BA |
SELL
|
1 |
$233.61
|
REBALANCE DOWN; capital allocation decreased |
| 2026-01-30 15:03:08 |
BA |
BUY
|
6 |
$232.60
|
BUY NEW; capital allocation increased: undervalued (1.13x), bullish momentum |
| 2026-01-30 15:32:56 |
BA |
SELL
|
3 |
$231.70
|
REBALANCE DOWN; capital allocation decreased |
| 2026-01-30 16:03:07 |
BA |
SELL
|
1 |
$231.58
|
REBALANCE DOWN; capital allocation decreased |
| 2026-01-30 16:32:49 |
BA |
BUY
|
1 |
$230.62
|
REBALANCE UP; capital allocation increased: undervalued (1.14x), bullish momentum |
| 2026-01-30 17:32:11 |
BA |
SELL
|
3 |
$230.95
|
SELL ALL; capital allocation decreased: bearish momentum |
| 2026-02-03 02:02:51 |
FI |
BUY
|
23 |
$63.80
|
BUY NEW; first analysis: undervalued (1.57x) |
| 2026-02-03 04:02:50 |
FI |
BUY
|
21 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-03 06:02:51 |
FI |
BUY
|
21 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-03 08:02:52 |
FI |
BUY
|
21 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-03 10:02:57 |
FI |
BUY
|
21 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-03 12:02:53 |
FI |
BUY
|
21 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-03 13:03:02 |
FI |
BUY
|
21 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-03 13:32:58 |
FI |
BUY
|
21 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-03 14:02:56 |
FI |
BUY
|
21 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-03 14:02:57 |
CHTR |
BUY
|
5 |
$213.61
|
BUY NEW; capital allocation increased: undervalued (1.44x) |
| 2026-02-03 14:03:06 |
PCG |
BUY
|
62 |
$15.08
|
BUY NEW; capital allocation increased: undervalued (1.41x) |
| 2026-02-03 14:03:06 |
ZTS |
BUY
|
7 |
$124.94
|
BUY NEW; capital allocation increased: undervalued (1.40x) |
| 2026-02-03 14:03:07 |
DELL |
BUY
|
7 |
$119.16
|
BUY NEW; capital allocation increased: undervalued (1.37x) |
| 2026-02-03 14:03:08 |
SBAC |
BUY
|
4 |
$181.14
|
BUY NEW; capital allocation increased: undervalued (1.39x) |
| 2026-02-03 14:03:13 |
DVA |
BUY
|
7 |
$111.19
|
BUY NEW; capital allocation increased: undervalued (1.29x) |
| 2026-02-03 14:03:13 |
NRG |
BUY
|
5 |
$149.11
|
BUY NEW; capital allocation increased: undervalued (1.35x) |
| 2026-02-03 14:33:07 |
FI |
BUY
|
24 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-03 14:33:09 |
CHTR |
BUY
|
6 |
$213.61
|
BUY NEW; capital allocation increased: undervalued (1.44x) |
| 2026-02-03 14:33:10 |
WST |
BUY
|
4 |
$237.50
|
BUY NEW; capital allocation increased: undervalued (1.48x) |
| 2026-02-03 14:33:12 |
GPN |
BUY
|
15 |
$71.99
|
BUY NEW; capital allocation increased: undervalued (1.44x) |
| 2026-02-03 14:33:17 |
ZTS |
BUY
|
6 |
$123.64
|
BUY NEW; capital allocation increased: undervalued (1.42x) |
| 2026-02-03 14:33:18 |
PCG |
BUY
|
50 |
$15.07
|
BUY NEW; capital allocation increased: undervalued (1.41x) |
| 2026-02-03 14:33:18 |
OMC |
BUY
|
10 |
$70.94
|
BUY NEW; first analysis: undervalued (1.40x) |
| 2026-02-03 14:33:20 |
SBAC |
BUY
|
3 |
$180.92
|
BUY NEW; capital allocation increased: undervalued (1.39x) |
| 2026-02-03 14:33:21 |
EFX |
BUY
|
3 |
$191.19
|
BUY NEW; first analysis: undervalued (1.40x) |
| 2026-02-03 14:33:22 |
DELL |
BUY
|
5 |
$120.74
|
BUY NEW; capital allocation increased: undervalued (1.35x) |
| 2026-02-03 14:33:23 |
MKC |
BUY
|
9 |
$60.40
|
BUY NEW; capital allocation increased: undervalued (1.38x) |
| 2026-02-03 14:33:24 |
DVA |
BUY
|
4 |
$111.19
|
BUY NEW; capital allocation increased: undervalued (1.29x) |
| 2026-02-03 15:03:09 |
FI |
BUY
|
19 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-03 15:03:10 |
GPN |
SELL
|
71 |
$68.99
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-03 15:03:12 |
CHTR |
SELL
|
21 |
$214.79
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-03 15:03:13 |
WST |
SELL
|
15 |
$236.22
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-03 15:03:19 |
EFX |
BUY
|
4 |
$186.91
|
BUY NEW; capital allocation increased: undervalued (1.44x) |
| 2026-02-03 15:03:19 |
DELL |
SELL
|
1 |
$118.50
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-03 15:03:22 |
ZTS |
SELL
|
2 |
$125.35
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-03 15:03:22 |
PCG |
SELL
|
78 |
$15.28
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-03 15:03:25 |
MKTX |
BUY
|
3 |
$161.72
|
BUY NEW; first analysis: undervalued (1.35x) |
| 2026-02-03 15:03:26 |
NRG |
SELL
|
2 |
$149.20
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-03 15:03:26 |
MKC |
SELL
|
14 |
$61.59
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-03 15:03:28 |
DVA |
SELL
|
7 |
$136.40
|
SELL ALL; valuation worsened (1.05 vs 1.29) |
| 2026-02-03 15:33:02 |
FI |
BUY
|
20 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-03 15:33:04 |
CHTR |
SELL
|
1 |
$216.78
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-03 15:33:05 |
WST |
SELL
|
1 |
$238.07
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-03 15:33:11 |
DELL |
SELL
|
1 |
$119.27
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-03 15:33:11 |
ZTS |
SELL
|
1 |
$125.38
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-03 15:33:12 |
SBAC |
SELL
|
1 |
$181.01
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-03 15:33:12 |
PCG |
SELL
|
10 |
$15.34
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-03 15:33:13 |
OMC |
SELL
|
3 |
$71.97
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-03 15:33:17 |
MKTX |
SELL
|
1 |
$163.97
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-03 15:33:17 |
MKC |
SELL
|
4 |
$62.40
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-03 15:33:18 |
NRG |
SELL
|
1 |
$152.37
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-03 16:03:10 |
FI |
BUY
|
21 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-03 16:03:10 |
GPN |
BUY
|
2 |
$68.26
|
REBALANCE UP; capital allocation increased: undervalued (1.52x) |
| 2026-02-03 16:03:19 |
SBAC |
SELL
|
1 |
$179.00
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-03 16:03:19 |
ZTS |
SELL
|
1 |
$124.49
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-03 16:03:22 |
DELL |
SELL
|
3 |
$120.25
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-03 16:03:22 |
PCG |
SELL
|
14 |
$15.29
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-03 16:03:23 |
OMC |
SELL
|
3 |
$71.68
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-03 16:03:26 |
MKTX |
SELL
|
2 |
$162.20
|
SELL ALL; capital allocation decreased |
| 2026-02-03 16:03:27 |
MKC |
SELL
|
4 |
$62.31
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-03 16:03:28 |
NRG |
SELL
|
2 |
$153.99
|
SELL ALL; capital allocation decreased |
| 2026-02-03 16:33:20 |
FI |
BUY
|
20 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-03 16:33:20 |
GPN |
SELL
|
1 |
$68.15
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-03 16:33:21 |
EFX |
BUY
|
2 |
$174.43
|
REBALANCE UP; capital allocation increased: undervalued (1.54x) |
| 2026-02-03 16:33:29 |
PCG |
SELL
|
5 |
$15.29
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-03 16:33:33 |
MKC |
SELL
|
1 |
$62.81
|
SELL ALL; capital allocation decreased |
| 2026-02-03 17:03:03 |
FI |
BUY
|
20 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-03 17:03:05 |
EFX |
SELL
|
1 |
$177.25
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-03 17:03:10 |
ZTS |
SELL
|
1 |
$124.05
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-03 17:03:11 |
SBAC |
SELL
|
1 |
$179.02
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-03 17:03:12 |
OMC |
SELL
|
1 |
$71.02
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-03 17:03:13 |
PCG |
SELL
|
6 |
$15.31
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-03 17:33:12 |
GPN |
BUY
|
1 |
$67.70
|
REBALANCE UP; capital allocation increased: undervalued (1.54x) |
| 2026-02-03 17:33:12 |
FI |
BUY
|
19 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-03 17:33:14 |
WST |
BUY
|
1 |
$230.55
|
REBALANCE UP; capital allocation increased: undervalued (1.52x) |
| 2026-02-03 17:33:21 |
DELL |
SELL
|
1 |
$119.00
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-03 17:33:22 |
PCG |
SELL
|
4 |
$15.32
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-03 18:03:14 |
GPN |
BUY
|
1 |
$67.28
|
REBALANCE UP; capital allocation increased: undervalued (1.55x) |
| 2026-02-03 18:03:16 |
FI |
BUY
|
19 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-03 18:03:17 |
CHTR |
BUY
|
1 |
$210.98
|
REBALANCE UP; capital allocation increased: undervalued (1.46x) |
| 2026-02-03 18:03:23 |
OMC |
BUY
|
1 |
$69.77
|
REBALANCE UP; capital allocation increased: undervalued (1.42x) |
| 2026-02-03 18:03:24 |
DELL |
BUY
|
1 |
$118.36
|
REBALANCE UP; capital allocation increased: undervalued (1.38x) |
| 2026-02-03 18:33:04 |
GPN |
BUY
|
1 |
$66.94
|
REBALANCE UP; capital allocation increased: undervalued (1.55x) |
| 2026-02-03 18:33:06 |
FI |
BUY
|
19 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-03 18:33:08 |
EFX |
SELL
|
1 |
$177.91
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-03 18:33:12 |
OMC |
BUY
|
2 |
$68.97
|
REBALANCE UP; capital allocation increased: undervalued (1.44x) |
| 2026-02-03 18:33:15 |
PCG |
BUY
|
1 |
$15.33
|
REBALANCE UP; capital allocation increased: undervalued (1.38x) |
| 2026-02-03 19:03:26 |
GPN |
SELL
|
1 |
$67.19
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-03 19:03:27 |
FI |
BUY
|
18 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-03 19:03:34 |
DELL |
BUY
|
1 |
$116.63
|
REBALANCE UP; capital allocation increased: undervalued (1.40x) |
| 2026-02-03 19:03:36 |
PCG |
SELL
|
1 |
$15.33
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-04 15:03:14 |
AMZN |
BUY
|
1 |
$234.73
|
REBALANCE UP; capital allocation increased: undervalued (1.26x), bullish momentum |
| 2026-02-04 15:32:44 |
AMZN |
BUY
|
2 |
$237.33
|
REBALANCE UP; trend strengthened |
| 2026-02-04 16:02:42 |
AMZN |
SELL
|
3 |
$237.78
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-04 17:03:16 |
AMZN |
BUY
|
4 |
$235.04
|
REBALANCE UP; capital allocation increased: undervalued (1.26x), bullish momentum |
| 2026-02-04 17:32:46 |
AMZN |
SELL
|
3 |
$233.17
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-04 18:02:54 |
AMZN |
BUY
|
5 |
$233.63
|
REBALANCE UP; trend strengthened |
| 2026-02-04 19:02:44 |
AMZN |
BUY
|
1 |
$232.78
|
REBALANCE UP; capital allocation increased: undervalued (1.27x), bullish momentum |
| 2026-02-04 20:03:11 |
AMZN |
SELL
|
15 |
$234.55
|
SELL ALL; momentum deteriorated |
| 2026-02-06 14:02:57 |
AVGO |
SELL
|
3 |
$310.51
|
SELL ALL; capital allocation decreased: weak price action, bearish momentum |
| 2026-02-06 14:32:58 |
AVGO |
SELL
|
3 |
$317.65
|
SELL ALL; capital allocation decreased: weak price action, bearish momentum |
| 2026-02-09 14:30:34 |
PYPL |
SELL
|
91 |
$40.42
|
SELL ALL; capital allocation decreased: weak price action, bearish momentum |
| 2026-02-10 02:03:03 |
FI |
BUY
|
17 |
$63.80
|
BUY NEW; first analysis: undervalued (1.57x) |
| 2026-02-10 04:03:00 |
FI |
BUY
|
17 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-10 06:02:58 |
FI |
BUY
|
17 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-10 08:03:01 |
FI |
BUY
|
17 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-10 10:02:57 |
FI |
BUY
|
17 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-10 12:03:04 |
FI |
BUY
|
17 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-10 13:03:03 |
FI |
BUY
|
17 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-10 13:33:06 |
FI |
BUY
|
17 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-10 14:03:09 |
FI |
BUY
|
17 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-10 14:03:11 |
VST |
BUY
|
6 |
$152.97
|
BUY NEW; capital allocation increased: undervalued (1.53x) |
| 2026-02-10 14:03:14 |
JPM |
SELL
|
2 |
$322.10
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-10 14:33:35 |
FI |
BUY
|
17 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-10 14:33:37 |
JPM |
SELL
|
1 |
$325.55
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-10 14:33:37 |
VST |
BUY
|
6 |
$152.97
|
BUY NEW; capital allocation increased: undervalued (1.53x) |
| 2026-02-10 15:03:06 |
FI |
BUY
|
18 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-10 15:03:07 |
JPM |
BUY
|
2 |
$325.47
|
REBALANCE UP; capital allocation increased: bullish momentum |
| 2026-02-10 15:03:10 |
VST |
SELL
|
7 |
$157.64
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-10 15:33:06 |
FI |
BUY
|
14 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-10 15:33:07 |
JPM |
SELL
|
1 |
$325.79
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-10 15:33:11 |
VST |
SELL
|
2 |
$156.45
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-10 16:03:06 |
FI |
BUY
|
12 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-10 16:03:11 |
VST |
SELL
|
2 |
$159.33
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-10 16:33:12 |
FI |
BUY
|
9 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-10 16:33:15 |
JPM |
SELL
|
1 |
$322.35
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-10 16:33:18 |
VST |
SELL
|
1 |
$157.67
|
SELL ALL; capital allocation decreased |
| 2026-02-10 17:03:29 |
FI |
BUY
|
8 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-10 17:03:32 |
JPM |
SELL
|
1 |
$322.24
|
SELL ALL; capital allocation decreased |
| 2026-02-10 17:33:05 |
FI |
BUY
|
6 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-10 18:03:08 |
FI |
BUY
|
2 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-10 19:03:15 |
FI |
BUY
|
2 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-10 19:34:01 |
FI |
BUY
|
2 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-10 20:33:06 |
FI |
BUY
|
2 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-10 21:03:11 |
FI |
BUY
|
2 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-10 22:03:13 |
FI |
BUY
|
3 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-11 14:30:26 |
IBM |
BUY
|
2 |
$291.76
|
BUY NEW; capital allocation increased: undervalued (1.11x), bullish momentum |
| 2026-02-11 15:00:21 |
JPM |
BUY
|
4 |
$320.38
|
BUY NEW; momentum improved; valuation improved (1.07 vs 0.98); trend strengthened |
| 2026-02-11 15:00:30 |
IBM |
SELL
|
2 |
$285.99
|
SELL ALL; momentum deteriorated; trend weakened |
| 2026-02-11 15:30:27 |
JPM |
SELL
|
4 |
$317.06
|
SELL ALL; momentum deteriorated |
| 2026-02-12 14:02:49 |
BAC |
SELL
|
2 |
$53.85
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-12 15:02:56 |
BAC |
BUY
|
2 |
$53.35
|
REBALANCE UP; capital allocation increased: undervalued (1.17x), bullish momentum |
| 2026-02-12 15:32:56 |
BAC |
SELL
|
36 |
$53.13
|
SELL ALL; momentum deteriorated |
| 2026-02-12 17:02:58 |
AMGN |
BUY
|
1 |
$365.45
|
BUY NEW; capital allocation increased: bullish momentum |
| 2026-02-12 17:32:55 |
AMGN |
SELL
|
1 |
$367.18
|
SELL ALL; capital allocation decreased: overvalued (0.94x), weak price action |
| 2026-02-12 18:32:59 |
AMGN |
BUY
|
2 |
$368.31
|
BUY NEW; capital allocation increased: bullish momentum |
| 2026-02-12 19:02:55 |
AMGN |
SELL
|
2 |
$369.62
|
SELL ALL; capital allocation decreased: overvalued (0.93x), weak price action |
| 2026-02-17 02:02:59 |
FI |
BUY
|
21 |
$63.80
|
BUY NEW; first analysis: undervalued (1.57x) |
| 2026-02-17 04:02:58 |
FI |
BUY
|
23 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-17 06:02:55 |
FI |
BUY
|
23 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-17 08:03:18 |
FI |
BUY
|
23 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-17 10:03:09 |
FI |
BUY
|
23 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-17 12:03:03 |
FI |
BUY
|
23 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-17 13:03:00 |
FI |
BUY
|
23 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-17 13:32:59 |
FI |
BUY
|
23 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-17 14:03:07 |
FI |
BUY
|
23 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-17 14:33:04 |
GPN |
BUY
|
21 |
$68.59
|
BUY NEW; first analysis: undervalued (1.52x) |
| 2026-02-17 14:33:05 |
FI |
BUY
|
22 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-17 15:03:28 |
GPN |
SELL
|
6 |
$68.81
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-17 15:03:29 |
FI |
BUY
|
16 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-17 15:33:09 |
GPN |
SELL
|
12 |
$68.37
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-17 15:33:10 |
FI |
BUY
|
3 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-24 02:03:04 |
FI |
BUY
|
14 |
$63.80
|
BUY NEW; first analysis: undervalued (1.57x) |
| 2026-02-24 04:03:07 |
FI |
BUY
|
14 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-24 06:03:04 |
FI |
BUY
|
14 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-24 08:03:04 |
FI |
BUY
|
14 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-24 10:03:04 |
FI |
BUY
|
14 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-24 12:03:08 |
FI |
BUY
|
14 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-24 13:03:06 |
FI |
BUY
|
14 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-24 13:33:13 |
FI |
BUY
|
14 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-24 14:03:07 |
VRSK |
BUY
|
6 |
$181.60
|
BUY NEW; capital allocation increased: undervalued (1.68x) |
| 2026-02-24 14:03:13 |
FI |
BUY
|
14 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-24 14:03:14 |
SPGI |
BUY
|
2 |
$404.78
|
BUY NEW; capital allocation increased: undervalued (1.54x) |
| 2026-02-24 14:03:21 |
MDT |
SELL
|
3 |
$98.61
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-24 14:33:15 |
AXON |
BUY
|
3 |
$423.44
|
BUY NEW; capital allocation increased: undervalued (1.94x) |
| 2026-02-24 14:33:20 |
XYZ |
BUY
|
23 |
$50.75
|
BUY NEW; capital allocation increased: undervalued (1.65x) |
| 2026-02-24 14:33:20 |
VRSK |
BUY
|
6 |
$181.60
|
BUY NEW; capital allocation increased: undervalued (1.68x) |
| 2026-02-24 14:33:25 |
CZR |
BUY
|
50 |
$20.22
|
BUY NEW; capital allocation increased: undervalued (1.59x) |
| 2026-02-24 14:33:27 |
FI |
BUY
|
14 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-24 14:33:29 |
SPGI |
BUY
|
2 |
$404.78
|
BUY NEW; capital allocation increased: undervalued (1.54x) |
| 2026-02-24 14:33:35 |
MDT |
SELL
|
2 |
$98.34
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-24 15:03:17 |
AXON |
SELL
|
22 |
$427.24
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-24 15:03:20 |
XYZ |
SELL
|
17 |
$49.88
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-24 15:03:23 |
VRSK |
SELL
|
7 |
$187.00
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-24 15:03:27 |
CZR |
SELL
|
88 |
$20.42
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-24 15:03:27 |
FI |
BUY
|
13 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-24 15:03:31 |
SPGI |
SELL
|
5 |
$411.69
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-24 15:03:34 |
MDT |
BUY
|
1 |
$97.80
|
REBALANCE UP; capital allocation increased: undervalued (1.14x), bullish momentum |
| 2026-02-24 15:33:07 |
AXON |
SELL
|
1 |
$437.74
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-24 15:33:10 |
XYZ |
SELL
|
2 |
$50.89
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-24 15:33:16 |
FI |
BUY
|
15 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-24 15:33:17 |
CZR |
BUY
|
4 |
$20.75
|
REBALANCE UP; capital allocation increased: undervalued (1.55x) |
| 2026-02-24 15:33:20 |
SPGI |
BUY
|
1 |
$414.79
|
REBALANCE UP; capital allocation increased: undervalued (1.50x) |
| 2026-02-24 15:33:24 |
MDT |
SELL
|
4 |
$98.06
|
SELL ALL; momentum deteriorated |
| 2026-02-24 16:03:12 |
AXON |
BUY
|
1 |
$433.23
|
REBALANCE UP; capital allocation increased: undervalued (1.89x) |
| 2026-02-24 16:03:16 |
XYZ |
BUY
|
1 |
$50.63
|
REBALANCE UP; capital allocation increased: undervalued (1.66x) |
| 2026-02-24 16:03:19 |
VRSK |
SELL
|
1 |
$190.06
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-24 16:03:22 |
CZR |
SELL
|
16 |
$20.51
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-24 16:03:23 |
FI |
BUY
|
9 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-24 16:03:27 |
SPGI |
SELL
|
2 |
$416.07
|
SELL ALL; capital allocation decreased |
| 2026-02-24 16:33:11 |
XYZ |
SELL
|
2 |
$51.13
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-24 16:33:16 |
CZR |
SELL
|
4 |
$20.49
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-24 16:33:18 |
FI |
BUY
|
7 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-24 17:03:18 |
AXON |
BUY
|
1 |
$434.87
|
REBALANCE UP; capital allocation increased: undervalued (1.88x) |
| 2026-02-24 17:03:21 |
XYZ |
SELL
|
1 |
$51.15
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-24 17:03:24 |
VRSK |
SELL
|
1 |
$189.24
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-24 17:03:28 |
CZR |
SELL
|
10 |
$20.57
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-24 17:03:29 |
FI |
BUY
|
4 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-24 17:33:11 |
XYZ |
SELL
|
2 |
$51.09
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-24 17:33:16 |
CZR |
SELL
|
6 |
$20.51
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-24 17:33:18 |
FI |
BUY
|
2 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-24 18:03:10 |
XYZ |
SELL
|
2 |
$51.43
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-24 18:03:15 |
CZR |
SELL
|
2 |
$20.57
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-24 18:03:16 |
FI |
BUY
|
2 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-24 18:33:09 |
VRSK |
SELL
|
1 |
$189.89
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-24 18:33:11 |
CZR |
SELL
|
4 |
$20.68
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-24 18:33:12 |
FI |
BUY
|
1 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-02-24 19:03:37 |
XYZ |
SELL
|
1 |
$51.62
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-24 19:03:42 |
CZR |
SELL
|
3 |
$20.69
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-24 19:33:32 |
AXON |
SELL
|
1 |
$442.31
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-24 19:33:39 |
CZR |
BUY
|
2 |
$20.50
|
REBALANCE UP; capital allocation increased: undervalued (1.57x) |
| 2026-02-25 14:02:59 |
MSFT |
SELL
|
1 |
$389.00
|
SELL ALL; capital allocation decreased: weak price action, bearish momentum |
| 2026-02-25 14:33:23 |
MSFT |
SELL
|
1 |
$389.00
|
SELL ALL; capital allocation decreased: weak price action, bearish momentum |
| 2026-02-25 15:33:02 |
PFE |
BUY
|
10 |
$26.98
|
BUY NEW; momentum improved; trend strengthened; price action improved |
| 2026-02-25 16:03:06 |
PFE |
BUY
|
13 |
$26.84
|
REBALANCE UP; capital allocation increased: bullish momentum |
| 2026-02-25 16:33:07 |
PFE |
SELL
|
23 |
$26.93
|
SELL ALL; capital allocation decreased: weak price action |
| 2026-02-26 14:02:57 |
CAT |
BUY
|
1 |
$766.61
|
BUY NEW; capital allocation increased: bullish momentum |
| 2026-02-26 14:02:59 |
WFC |
SELL
|
23 |
$86.76
|
SELL ALL; capital allocation decreased: bearish momentum |
| 2026-02-26 14:33:05 |
CAT |
BUY
|
1 |
$766.61
|
BUY NEW; capital allocation increased: bullish momentum |
| 2026-02-26 14:33:07 |
WFC |
SELL
|
23 |
$86.76
|
SELL ALL; capital allocation decreased: bearish momentum |
| 2026-02-26 15:02:58 |
WFC |
BUY
|
24 |
$87.72
|
BUY NEW; momentum improved; trend strengthened |
| 2026-02-26 15:03:07 |
CAT |
SELL
|
1 |
$740.96
|
REBALANCE DOWN; capital allocation decreased: overvalued (0.93x) |
| 2026-02-26 15:32:53 |
WFC |
SELL
|
1 |
$87.17
|
REBALANCE DOWN; capital allocation decreased |
| 2026-02-26 15:33:03 |
PFE |
BUY
|
39 |
$26.93
|
BUY NEW; momentum improved; trend strengthened; price action improved |
| 2026-02-26 16:02:49 |
WFC |
BUY
|
5 |
$87.46
|
REBALANCE UP; trend strengthened |
| 2026-02-26 16:02:59 |
CAT |
SELL
|
1 |
$747.01
|
SELL ALL; capital allocation decreased: overvalued (0.93x) |
| 2026-02-26 16:03:01 |
PFE |
SELL
|
39 |
$27.14
|
SELL ALL; capital allocation decreased |
| 2026-02-26 17:03:03 |
CAT |
BUY
|
1 |
$745.22
|
BUY NEW; capital allocation increased: bullish momentum |
| 2026-02-26 17:03:05 |
AVGO |
BUY
|
3 |
$312.93
|
BUY NEW; trend strengthened |
| 2026-02-26 17:03:06 |
WFC |
SELL
|
20 |
$86.09
|
REBALANCE DOWN; momentum deteriorated |
| 2026-02-26 17:33:02 |
AVGO |
SELL
|
1 |
$313.67
|
REBALANCE DOWN; capital allocation decreased: weak price action, bearish momentum |
| 2026-02-26 17:33:02 |
WFC |
SELL
|
8 |
$86.28
|
SELL ALL; capital allocation decreased: bearish momentum |
| 2026-02-26 18:03:48 |
CAT |
SELL
|
1 |
$743.15
|
SELL ALL; capital allocation decreased: overvalued (0.93x) |
| 2026-02-26 18:03:50 |
AVGO |
SELL
|
2 |
$311.41
|
SELL ALL; trend weakened |
| 2026-02-26 20:32:15 |
CAT |
BUY
|
1 |
$751.82
|
BUY NEW; momentum improved; trend strengthened; price action improved |
| 2026-03-02 14:09:32 |
GOOGL |
SELL
|
4 |
$311.76
|
REBALANCE DOWN; capital allocation decreased |
| 2026-03-02 14:09:33 |
CSCO |
BUY
|
15 |
$79.46
|
REBALANCE UP; capital allocation increased: undervalued (1.12x), bullish momentum |
| 2026-03-02 14:09:34 |
GS |
BUY
|
2 |
$859.57
|
REBALANCE UP; capital allocation increased: undervalued (1.12x), bullish momentum |
| 2026-03-02 14:09:35 |
GE |
BUY
|
6 |
$342.26
|
REBALANCE UP; capital allocation increased: bullish momentum |
| 2026-03-02 14:09:37 |
GD |
BUY
|
6 |
$357.05
|
REBALANCE UP; capital allocation increased: undervalued (1.10x), bullish momentum |
| 2026-03-02 14:36:03 |
GM |
SELL
|
32 |
$76.38
|
REBALANCE DOWN; capital allocation decreased: weak price action |
| 2026-03-02 14:36:04 |
GOOGL |
SELL
|
9 |
$305.12
|
REBALANCE DOWN; capital allocation decreased |
| 2026-03-02 14:36:04 |
GOOG |
SELL
|
6 |
$304.85
|
REBALANCE DOWN; capital allocation decreased |
| 2026-03-02 14:36:05 |
USB |
SELL
|
40 |
$53.45
|
REBALANCE DOWN; capital allocation decreased: weak price action |
| 2026-03-02 14:36:05 |
MS |
BUY
|
6 |
$162.65
|
REBALANCE UP; capital allocation increased: undervalued (1.20x), bullish momentum |
| 2026-03-02 14:36:06 |
GS |
BUY
|
2 |
$844.99
|
REBALANCE UP; capital allocation increased: undervalued (1.14x), bullish momentum |
| 2026-03-02 14:36:06 |
INTC |
SELL
|
23 |
$44.03
|
REBALANCE DOWN; capital allocation decreased |
| 2026-03-02 14:36:08 |
GD |
BUY
|
5 |
$361.93
|
REBALANCE UP; trend strengthened |
| 2026-03-02 14:36:15 |
AAPL |
SELL
|
4 |
$260.82
|
SELL ALL; momentum deteriorated |
| 2026-03-02 15:05:26 |
GM |
BUY
|
23 |
$76.11
|
REBALANCE UP; capital allocation increased: undervalued (1.24x), bullish momentum |
| 2026-03-02 15:05:27 |
GOOGL |
BUY
|
10 |
$305.12
|
REBALANCE UP; capital allocation increased: undervalued (1.24x), bullish momentum |
| 2026-03-02 15:05:27 |
GOOG |
BUY
|
6 |
$304.78
|
REBALANCE UP; capital allocation increased: undervalued (1.18x), bullish momentum |
| 2026-03-02 15:05:28 |
USB |
BUY
|
23 |
$54.24
|
REBALANCE UP; momentum improved; trend strengthened |
| 2026-03-02 15:35:19 |
F |
BUY
|
72 |
$13.38
|
REBALANCE UP; capital allocation increased: bullish momentum |
| 2026-03-02 17:05:35 |
MDT |
BUY
|
30 |
$98.20
|
BUY NEW; momentum improved; valuation improved (1.14 vs 1.02); trend strengthened |
| 2026-03-02 17:05:38 |
AAPL |
BUY
|
4 |
$265.90
|
BUY NEW; momentum improved; trend strengthened |
| 2026-03-02 17:35:49 |
AAPL |
BUY
|
4 |
$266.00
|
REBALANCE UP; trend strengthened |
| 2026-03-03 02:05:59 |
FI |
BUY
|
21 |
$63.80
|
BUY NEW; first analysis: undervalued (1.57x) |
| 2026-03-03 04:05:39 |
FI |
BUY
|
21 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-03-03 06:09:22 |
FI |
BUY
|
21 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-03-03 08:09:29 |
FI |
BUY
|
21 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-03-03 10:09:17 |
FI |
BUY
|
21 |
$63.80
|
BUY NEW; capital allocation increased: undervalued (1.57x) |
| 2026-03-03 14:08:52 |
COP |
SELL
|
8 |
$118.24
|
REBALANCE DOWN; capital allocation decreased: overvalued (0.98x) |
| 2026-03-03 14:08:55 |
EXC |
SELL
|
22 |
$49.17
|
REBALANCE DOWN; capital allocation decreased |
| 2026-03-03 14:08:56 |
DUK |
SELL
|
8 |
$131.63
|
REBALANCE DOWN; capital allocation decreased |
| 2026-03-03 14:08:57 |
AMT |
SELL
|
5 |
$190.20
|
REBALANCE DOWN; capital allocation decreased |
| 2026-03-03 14:08:57 |
CVS |
SELL
|
57 |
$81.66
|
SELL ALL; capital allocation decreased: bearish momentum |
| 2026-03-03 14:35:49 |
COP |
SELL
|
8 |
$122.03
|
REBALANCE DOWN; capital allocation decreased: overvalued (0.95x) |
| 2026-03-03 14:35:52 |
PFE |
BUY
|
45 |
$26.64
|
BUY NEW; momentum improved; trend strengthened; price action improved |
| 2026-03-03 14:35:53 |
CVS |
SELL
|
35 |
$81.31
|
REBALANCE DOWN; capital allocation decreased: bearish momentum |
| 2026-03-03 15:05:54 |
DUK |
BUY
|
13 |
$129.08
|
REBALANCE UP; capital allocation increased: bullish momentum |
| 2026-03-03 15:05:54 |
COF |
BUY
|
5 |
$189.51
|
BUY NEW; capital allocation increased: undervalued (1.46x) |
| 2026-03-03 15:05:55 |
AMGN |
BUY
|
5 |
$375.98
|
BUY NEW; momentum improved; trend strengthened |
| 2026-03-03 15:05:55 |
AMT |
BUY
|
5 |
$187.82
|
REBALANCE UP; trend strengthened |
| 2026-03-03 15:05:56 |
EXC |
SELL
|
44 |
$48.13
|
SELL ALL; momentum deteriorated; volatility increased |
| 2026-03-03 16:05:44 |
SPG |
BUY
|
5 |
$199.50
|
REBALANCE UP; capital allocation increased: bullish momentum |
| 2026-03-03 17:05:28 |
EXC |
BUY
|
62 |
$48.62
|
BUY NEW; momentum improved; trend strengthened |
| 2026-03-05 14:31:12 |
CSCO |
SELL
|
20 |
$80.01
|
REBALANCE DOWN; capital allocation decreased |
| 2026-03-05 14:31:15 |
TGT |
BUY
|
8 |
$119.63
|
REBALANCE UP; capital allocation increased: bullish momentum |
| 2026-03-05 14:31:16 |
GE |
SELL
|
6 |
$338.53
|
REBALANCE DOWN; capital allocation decreased |
| 2026-03-05 15:00:16 |
ORCL |
SELL
|
6 |
$156.70
|
REBALANCE DOWN; capital allocation decreased: weak price action, bearish momentum |
| 2026-03-05 15:00:17 |
GS |
SELL
|
3 |
$858.99
|
REBALANCE DOWN; capital allocation decreased |
| 2026-03-05 15:00:19 |
GD |
SELL
|
6 |
$363.32
|
REBALANCE DOWN; capital allocation decreased |
| 2026-03-05 15:00:24 |
PG |
SELL
|
8 |
$155.06
|
SELL ALL; momentum deteriorated; trend weakened |
| 2026-03-05 15:30:14 |
GOOGL |
SELL
|
5 |
$299.65
|
REBALANCE DOWN; capital allocation decreased |
| 2026-03-05 15:30:15 |
GM |
SELL
|
25 |
$76.92
|
REBALANCE DOWN; capital allocation decreased |
| 2026-03-05 15:30:15 |
GOOG |
SELL
|
6 |
$299.77
|
REBALANCE DOWN; capital allocation decreased |
| 2026-03-05 15:30:16 |
USB |
SELL
|
22 |
$53.70
|
REBALANCE DOWN; capital allocation decreased: weak price action |
| 2026-03-05 16:00:17 |
MCD |
BUY
|
3 |
$325.68
|
REBALANCE UP; capital allocation increased: bullish momentum |
| 2026-03-05 17:00:25 |
MS |
SELL
|
18 |
$162.97
|
REBALANCE DOWN; momentum deteriorated |
| 2026-03-05 17:30:30 |
MDT |
SELL
|
27 |
$92.68
|
REBALANCE DOWN; capital allocation decreased: weak price action, bearish momentum |
| 2026-03-05 18:00:24 |
AAPL |
SELL
|
8 |
$258.72
|
SELL ALL; capital allocation decreased: bearish momentum |
| 2026-03-06 15:35:34 |
AMGN |
SELL
|
3 |
$367.90
|
REBALANCE DOWN; capital allocation decreased: overvalued (0.95x), weak price action |
| 2026-03-07 02:05:20 |
AMGN |
BUY
|
4 |
$369.53
|
REBALANCE UP; momentum improved; P/E improved; trend strengthened |