| HORIZON | TRADES | WIN RATE | INSIDER RETURN | SPY RETURN | MEAN EXCESS | MEDIAN EXCESS | T-STAT |
|---|---|---|---|---|---|---|---|
| 7d | 2 | +100.00% | +1.43% | -0.10% | +1.53% | +1.53% | — |
| 14d | 2 | +50.00% | +1.07% | +0.48% | +0.59% | +0.59% | — |
| 30d | 2 | +50.00% | +0.67% | -2.67% | -1.13% | -1.13% | — |
| 60d | 2 | +50.00% | -3.55% | +1.83% | -5.38% | -5.38% | — |
| 90d | 2(1 pending) | +0.00% | -12.90% | -7.59% | -5.31% | -5.31% | — |
| 180d | 2(1 pending) | +0.00% | -14.00% | -7.75% | -6.25% | -6.25% | — |
| 1y | 2(1 pending) | +0.00% | -21.95% | -8.18% | -13.77% | -13.77% | — |
| 2y | 2(1 pending) | +0.00% | -26.80% | +10.73% | -37.53% | -37.53% | — |
| COMPANY | TYPE | SHARES | PRICE | VALUE | HELD AFTER | TRADE DATE | FILED | DETAILS |
|---|---|---|---|---|---|---|---|---|
| PDX PIMCO DYNAMIC INCOME STRATEGY FUND | PURCHASE | 28,779 | $20.58 | $592.4K | 2,118,504 | Apr 27, 2026 | Apr 29, 2026 ↗ | View → |
| PAXS PIMCO ACCESS INCOME FUND | PURCHASE | 250,000 | $20.00 | $5.00M | 250,000 | Jan 31, 2022 | Feb 1, 2022 ↗ | View → |
| PDI PIMCO DYNAMIC INCOME FUND | PURCHASEGRANT Stock grant | 145,990 | — | — | 145,990 | Dec 10, 2021 | Dec 14, 2021 ↗ | View → |
| PDI PIMCO DYNAMIC INCOME FUND | PURCHASEGRANT Stock grant | 51,786 | — | — | 517,019 | Dec 10, 2021 | Dec 14, 2021 ↗ | View → |
| PDO PIMCO DYNAMIC INCOME OPPORTUNITIES FUND | PURCHASE | 250,000 | $20.00 | $5.00M | 250,000 | Jan 27, 2021 | Jan 28, 2021 ↗ | View → |