| HORIZON | TRADES | WIN RATE | INSIDER RETURN | SPY RETURN | MEAN EXCESS | MEDIAN EXCESS | T-STAT |
|---|---|---|---|---|---|---|---|
| 7d | 7 | +42.86% | +0.47% | +0.02% | +0.45% | -0.30% | — |
| 14d | 7 | +42.86% | +0.62% | +0.25% | +0.37% | +0.37% | — |
| 30d | 7 | +71.43% | -1.75% | -2.53% | +0.78% | +0.53% | — |
| 60d | 7 | +42.86% | +0.76% | -0.54% | +1.29% | +2.44% | — |
| 90d | 7 | +14.29% | +0.03% | +0.60% | -0.57% | -0.36% | — |
| 180d | 7 | +85.71% | -0.86% | +7.46% | -8.32% | -7.93% | — |
| 1y | 7 | +57.14% | +0.46% | +19.56% | -19.10% | -19.69% | — |
| 2y | 7 | +0.00% | +5.82% | +49.25% | -43.43% | -41.00% | — |
| COMPANY | TYPE | SHARES | PRICE | VALUE | HELD AFTER | TRADE DATE | FILED | DETAILS |
|---|---|---|---|---|---|---|---|---|
| CXE MFS HIGH INCOME MUNICIPAL TRUST | SALE | 692 | — | — | 0 | Jun 8, 2026 | Jun 9, 2026 ↗ | View → |
| CMU MFS HIGH YIELD MUNICIPAL TRUST | SALE | 330 | — | — | 0 | Jun 8, 2026 | Jun 9, 2026 ↗ | View → |
| CXH MFS INVESTMENT GRADE MUNICIPAL TRUST | SALE | 252 | — | — | 0 | Jun 8, 2026 | Jun 9, 2026 ↗ | View → |
| MFM MFS MUNICIPAL INCOME TRUST | PURCHASE | 1,274 | — | — | 2,241 | Jun 8, 2026 | Jun 9, 2026 ↗ | View → |
| IQI INVESCO QUALITY MUNICIPAL INCOME TRUST | SALE | 1,521 | — | — | 0 | May 15, 2026 | May 19, 2026 ↗ | View → |
| IQI INVESCO QUALITY MUNICIPAL INCOME TRUST | PURCHASE | 1,521 | — | — | 1,521 | May 15, 2026 | May 19, 2026 ↗ | View → |
| CXH MFS INVESTMENT GRADE MUNICIPAL TRUST | SALE | 120 | — | — | 252 | May 8, 2026 | May 12, 2026 ↗ | View → |
| CMU MFS HIGH YIELD MUNICIPAL TRUST | SALE | 180 | — | — | 330 | May 1, 2026 | May 5, 2026 ↗ | View → |
| IQI INVESCO QUALITY MUNICIPAL INCOME TRUST | SALE | 1,521 | — | — | 0 | Apr 28, 2026 | Apr 30, 2026 ↗ | View → |
| IQI INVESCO QUALITY MUNICIPAL INCOME TRUST | PURCHASE | 1,521 | — | — | 1,521 | Apr 28, 2026 | Apr 30, 2026 ↗ | View → |
| PML PIMCO MUNICIPAL INCOME FUND II | SALE | 1,212 | — | — | 0 | Feb 23, 2026 | Feb 25, 2026 ↗ | View → |
| NAC NUVEEN CALIFORNIA QUALITY MUNICIPAL INCOME FUND | SALE | 240 | — | — | 1,349 | Dec 17, 2025 | Jan 14, 2026 ↗ | View → |
| IIM INVESCO VALUE MUNICIPAL INCOME TRUST | SALE | 300 | — | — | 1,681 | Sep 4, 2025 | Sep 8, 2025 ↗ | View → |
| VGM INVESCO TRUST FOR INVESTMENT GRADE MUNICIPALS | SALE | 500 | — | — | 1,823 | Sep 4, 2025 | Sep 8, 2025 ↗ | View → |
| VMO INVESCO MUNICIPAL OPPORTUNITY TRUST | SALE | 624 | — | — | 2,500 | Sep 4, 2025 | Sep 8, 2025 ↗ | View → |
| PML PIMCO MUNICIPAL INCOME FUND II | PURCHASE | 525 | — | — | 1,212 | Aug 1, 2025 | Aug 5, 2025 ↗ | View → |
| PCQ PIMCO CALIFORNIA MUNICIPAL INCOME FUND | PURCHASE | 546 | — | — | 790 | Aug 1, 2025 | Aug 5, 2025 ↗ | View → |
| IQI INVESCO QUALITY MUNICIPAL INCOME TRUST | SALE | 268 | — | — | 1,521 | May 29, 2025 | Jun 2, 2025 ↗ | View → |
| NMCO NUVEEN MUNICIPAL CREDIT OPPORTUNITIES FUND | SALE | 990 | — | — | 0 | May 16, 2025 | May 20, 2025 ↗ | View → |
| NMCO NUVEEN MUNICIPAL CREDIT OPPORTUNITIES FUND | PURCHASE | 990 | — | — | 990 | May 16, 2025 | May 20, 2025 ↗ | View → |
| NMCO NUVEEN MUNICIPAL CREDIT OPPORTUNITIES FUND | SALE | 110 | — | — | 990 | Apr 22, 2025 | May 2, 2025 ↗ | View → |
| CMU MFS HIGH YIELD MUNICIPAL TRUST | PURCHASE | 510 | — | — | 510 | Sep 5, 2024 | Sep 13, 2024 ↗ | View → |
| CMU MFS HIGH YIELD MUNICIPAL TRUST | SALE | 510 | — | — | 0 | Sep 5, 2024 | Sep 13, 2024 ↗ | View → |
| CXH MFS INVESTMENT GRADE MUNICIPAL TRUST | PURCHASE | 372 | — | — | 372 | Sep 5, 2024 | Sep 13, 2024 ↗ | View → |
| CXH MFS INVESTMENT GRADE MUNICIPAL TRUST | SALE | 372 | — | — | 0 | Sep 5, 2024 | Sep 13, 2024 ↗ | View → |
| CXE MFS HIGH INCOME MUNICIPAL TRUST | SALE | 692 | — | — | 0 | Sep 5, 2024 | Sep 13, 2024 ↗ | View → |
| CXE MFS HIGH INCOME MUNICIPAL TRUST | PURCHASE | 692 | — | — | 692 | Sep 5, 2024 | Sep 13, 2024 ↗ | View → |
| CMU MFS HIGH YIELD MUNICIPAL TRUST | SALE | 13 | — | — | 510 | Aug 30, 2024 | Sep 3, 2024 ↗ | View → |
| CXH MFS INVESTMENT GRADE MUNICIPAL TRUST | SALE | 10 | — | — | 372 | Aug 30, 2024 | Sep 3, 2024 ↗ | View → |
| CXE MFS HIGH INCOME MUNICIPAL TRUST | SALE | 21 | — | — | 692 | Aug 30, 2024 | Sep 3, 2024 ↗ | View → |
| MFM MFS MUNICIPAL INCOME TRUST | SALE | 967 | — | — | 0 | Aug 16, 2024 | Aug 20, 2024 ↗ | View → |
| MFM MFS MUNICIPAL INCOME TRUST | PURCHASE | 967 | — | — | 967 | Aug 16, 2024 | Aug 20, 2024 ↗ | View → |
| MFM MFS MUNICIPAL INCOME TRUST | SALE | 171 | — | — | 967 | Aug 2, 2024 | Aug 6, 2024 ↗ | View → |
| CXE MFS HIGH INCOME MUNICIPAL TRUST | SALE | 102 | — | — | 713 | Aug 2, 2024 | Aug 6, 2024 ↗ | View → |
| CMU MFS HIGH YIELD MUNICIPAL TRUST | SALE | 77 | — | — | 523 | Aug 2, 2024 | Aug 6, 2024 ↗ | View → |
| CXH MFS INVESTMENT GRADE MUNICIPAL TRUST | SALE | 56 | — | — | 382 | Aug 2, 2024 | Aug 6, 2024 ↗ | View → |
| PML PIMCO MUNICIPAL INCOME FUND II | SALE | 687 | — | — | 0 | Jul 1, 2024 | Jul 3, 2024 ↗ | View → |
| PML PIMCO MUNICIPAL INCOME FUND II | PURCHASE | 687 | — | — | 687 | Jul 1, 2024 | Jul 3, 2024 ↗ | View → |
| PCQ PIMCO CALIFORNIA MUNICIPAL INCOME FUND | SALE | 244 | — | — | 0 | Jun 27, 2024 | Jul 1, 2024 ↗ | View → |
| PCQ PIMCO CALIFORNIA MUNICIPAL INCOME FUND | PURCHASE | 244 | — | — | 244 | Jun 27, 2024 | Jul 1, 2024 ↗ | View → |
| PNI PIMCO NEW YORK MUNICIPAL INCOME FUND II | SALE | 149 | — | — | 0 | Jun 27, 2024 | Jul 1, 2024 ↗ | View → |
| PNI PIMCO NEW YORK MUNICIPAL INCOME FUND II | PURCHASE | 149 | — | — | 149 | Jun 27, 2024 | Jul 1, 2024 ↗ | View → |
| VGM INVESCO TRUST FOR INVESTMENT GRADE MUNICIPALS | SALE | 410 | — | — | 2,323 | May 31, 2024 | Jun 4, 2024 ↗ | View → |
| VMO INVESCO MUNICIPAL OPPORTUNITY TRUST | SALE | 552 | — | — | 3,124 | May 31, 2024 | Jun 4, 2024 ↗ | View → |
| IIM INVESCO VALUE MUNICIPAL INCOME TRUST | SALE | 350 | — | — | 1,981 | May 31, 2024 | Jun 4, 2024 ↗ | View → |
| IQI INVESCO QUALITY MUNICIPAL INCOME TRUST | SALE | 316 | — | — | 1,789 | May 31, 2024 | Jun 4, 2024 ↗ | View → |
| MHD BLACKROCK MUNIHOLDINGS FUND, INC. | SALE | 2,140 | — | — | 0 | Dec 20, 2023 | Dec 21, 2023 ↗ | View → |
| MHD BLACKROCK MUNIHOLDINGS FUND, INC. | SALE | 1,338 | — | — | 2,140 | Nov 24, 2023 | Nov 28, 2023 ↗ | View → |
| KTF DWS MUNICIPAL INCOME TRUST | PURCHASE | 3,800 | — | — | 3,800 | Nov 21, 2023 | Nov 21, 2023 ↗ | View → |
| KTF DWS MUNICIPAL INCOME TRUST | SALE | 3,800 | — | — | 0 | Nov 21, 2023 | Nov 21, 2023 ↗ | View → |
| NMCO NUVEEN MUNICIPAL CREDIT OPPORTUNITIES FUND | SALE | 150 | — | — | 1,100 | Nov 6, 2023 | Nov 8, 2023 ↗ | View → |
| CXE MFS HIGH INCOME MUNICIPAL TRUST | SALE | 50 | — | — | 815 | Nov 3, 2023 | Nov 7, 2023 ↗ | View → |
| CXH MFS INVESTMENT GRADE MUNICIPAL TRUST | SALE | 50 | — | — | 438 | Nov 3, 2023 | Nov 7, 2023 ↗ | View → |
| CMU MFS HIGH YIELD MUNICIPAL TRUST | SALE | 100 | — | — | 600 | Nov 3, 2023 | Nov 7, 2023 ↗ | View → |
| KTF DWS MUNICIPAL INCOME TRUST | SALE | 175 | — | — | 3,800 | Nov 2, 2023 | Nov 6, 2023 ↗ | View → |
| DMB BNY MELLON MUNICIPAL BOND INFRASTRUCTURE FUND, INC. | SALE | 750 | — | — | 0 | Nov 2, 2023 | Nov 6, 2023 ↗ | View → |
| DMB BNY MELLON MUNICIPAL BOND INFRASTRUCTURE FUND, INC. | PURCHASE | 750 | — | — | 750 | Nov 2, 2023 | Nov 6, 2023 ↗ | View → |
| NZF NUVEEN MUNICIPAL CREDIT INCOME FUND | SALE | 3,360 | — | — | 0 | Sep 1, 2023 | Sep 5, 2023 ↗ | View → |
| DTF DTF TAX-FREE INCOME 2028 TERM FUND INC | SALE | 150 | — | — | 0 | Jul 31, 2023 | Aug 2, 2023 ↗ | View → |
| DTF DTF TAX-FREE INCOME 2028 TERM FUND INC | SALE | 250 | — | — | 150 | Jun 15, 2023 | Jun 20, 2023 ↗ | View → |
| CXE MFS HIGH INCOME MUNICIPAL TRUST | SALE | 110 | — | — | 865 | Nov 28, 2022 | Nov 30, 2022 ↗ | View → |
| CMU MFS HIGH YIELD MUNICIPAL TRUST | SALE | 50 | — | — | 700 | Nov 28, 2022 | Nov 30, 2022 ↗ | View → |
| IQI INVESCO QUALITY MUNICIPAL INCOME TRUST | SALE | 234 | — | — | 2,105 | Nov 21, 2022 | Nov 23, 2022 ↗ | View → |
| DTF DTF TAX-FREE INCOME 2028 TERM FUND INC | SALE | 250 | — | — | 400 | Nov 16, 2022 | Nov 18, 2022 ↗ | View → |
| MHD BLACKROCK MUNIHOLDINGS FUND, INC. | PURCHASE | 2,641 | — | — | 3,478 | Mar 8, 2021 | Mar 10, 2021 ↗ | View → |
| NMCO NUVEEN MUNICIPAL CREDIT OPPORTUNITIES FUND | SALE | 1,250 | — | — | 0 | Feb 27, 2020 | Mar 2, 2020 ↗ | View → |
| NMCO NUVEEN MUNICIPAL CREDIT OPPORTUNITIES FUND | PURCHASE | 1,250 | — | — | 1,250 | Feb 27, 2020 | Mar 2, 2020 ↗ | View → |