| HORIZON | TRADES | WIN RATE | INSIDER RETURN | SPY RETURN | MEAN EXCESS | MEDIAN EXCESS | T-STAT |
|---|---|---|---|---|---|---|---|
| 7d | 4 | +75.00% | +2.38% | +0.50% | +1.88% | +2.01% | — |
| 14d | 4 | +75.00% | -0.92% | +0.03% | -0.96% | -0.49% | — |
| 30d | 4 | +50.00% | -10.10% | -3.68% | -6.42% | -6.81% | — |
| 60d | 4 | +50.00% | -12.24% | -1.93% | -10.30% | -9.82% | — |
| 90d | 4 | +50.00% | -8.74% | +3.49% | -12.23% | -13.52% | — |
| 180d | 4 | +50.00% | +1.06% | +13.10% | -12.04% | -17.05% | — |
| 1y | 4 | +100.00% | +9.17% | +24.70% | -15.53% | -22.43% | — |
| 2y | 4(1 pending) | +100.00% | +29.68% | +49.75% | -20.07% | -29.86% | — |
| COMPANY | TYPE | SHARES | PRICE | VALUE | HELD AFTER | TRADE DATE | FILED | DETAILS |
|---|---|---|---|---|---|---|---|---|
| SRV NXG CUSHING MIDSTREAM ENERGY FUND | SALE | 3,656 | $46.77 | $171.0K | 6,529 | Feb 11, 2025 | Feb 14, 2025 ↗ | View → |
| NXG NXG NEXTGEN INFRASTRUCTURE INCOME FUND | PURCHASE See Remarks | 11,300 | $37.25 | $420.9K | 45,200 | Jul 23, 2024 | Aug 12, 2024 ↗ | View → |
| SRV NXG CUSHING MIDSTREAM ENERGY FUND | PURCHASE | 2,544 | $33.20 | $84.5K | 10,185 | Dec 27, 2023 | Dec 28, 2023 ↗ | View → |
| NXG NXG NEXTGEN INFRASTRUCTURE INCOME FUND | PURCHASE | 8,900 | $33.75 | $300.4K | 33,900 | Dec 5, 2023 | Dec 7, 2023 ↗ | View → |
| NXG NXG NEXTGEN INFRASTRUCTURE INCOME FUND | PURCHASE | 10,000 | $39.65 | $396.5K | 25,000 | Sep 6, 2023 | Sep 7, 2023 ↗ | View → |
| NXG NXG NEXTGEN INFRASTRUCTURE INCOME FUND | PURCHASE | 15,000 | $40.25 | $603.8K | 15,000 | Sep 5, 2023 | Sep 6, 2023 ↗ | View → |
| SRV NXG CUSHING MIDSTREAM ENERGY FUND | PURCHASE President, CEO, Portfolio Mgr | 2,130 | $6.40 | $13.6K | 31,616 | May 29, 2020 | Jun 3, 2020 ↗ | View → |