| HORIZON | TRADES | WIN RATE | INSIDER RETURN | SPY RETURN | MEAN EXCESS | MEDIAN EXCESS | T-STAT |
|---|---|---|---|---|---|---|---|
| 7d | 13 | +61.54% | -0.34% | +0.51% | -0.85% | -1.07% | — |
| 14d | 13 | +53.85% | +0.49% | +0.50% | -0.01% | -1.20% | — |
| 30d | 13 | +23.08% | -2.07% | -0.38% | -1.69% | -1.13% | — |
| 60d | 13 | +30.77% | -2.87% | +1.50% | -4.37% | -4.74% | — |
| 90d | 13 | +30.77% | -3.73% | +0.86% | -4.59% | -5.31% | — |
| 180d | 13 | +15.38% | -7.20% | +2.11% | -9.31% | -6.25% | — |
| 1y | 13 | +7.69% | -9.33% | +6.24% | -15.56% | -14.64% | — |
| 2y | 13 | +7.69% | -10.52% | +28.01% | -38.52% | -34.22% | — |
| COMPANY | TYPE | SHARES | PRICE | VALUE | HELD AFTER | TRADE DATE | FILED | DETAILS |
|---|---|---|---|---|---|---|---|---|
| PCQ PIMCO CALIFORNIA MUNICIPAL INCOME FUND | PURCHASEGRANT Stock grant | 18,175 | — | — | 18,175 | Aug 1, 2025 | Aug 5, 2025 ↗ | View → |
| PAXS PIMCO ACCESS INCOME FUND | PURCHASE | 7,000 | $15.05 | $105.3K | 74,425 | Apr 11, 2023 | Apr 13, 2023 ↗ | View → |
| PAXS PIMCO ACCESS INCOME FUND | PURCHASE | 6,000 | $15.82 | $94.9K | 67,425 | Jan 23, 2023 | Jan 24, 2023 ↗ | View → |
| PAXS PIMCO ACCESS INCOME FUND | PURCHASE | 1,425 | $15.53 | $22.1K | 61,425 | Jan 13, 2023 | Jan 17, 2023 ↗ | View → |
| PDI PIMCO DYNAMIC INCOME FUND | PURCHASE | 6,000 | $18.98 | $113.9K | 61,732.99 | Dec 21, 2022 | Dec 22, 2022 ↗ | View → |
| PAXS PIMCO ACCESS INCOME FUND | PURCHASE | 10,000 | $15.58 | $155.8K | 60,000 | Jun 17, 2022 | Jun 17, 2022 ↗ | View → |
| PDI PIMCO DYNAMIC INCOME FUND | PURCHASE | 7,500 | $21.34 | $160.0K | 54,307.64 | May 18, 2022 | May 19, 2022 ↗ | View → |
| PDI PIMCO DYNAMIC INCOME FUND | PURCHASE | 6,000 | $22.78 | $136.7K | 46,633.23 | Mar 11, 2022 | Mar 14, 2022 ↗ | View → |
| PDO PIMCO DYNAMIC INCOME OPPORTUNITIES FUND | PURCHASE | 15,000 | $18.10 | $271.5K | 50,000 | Feb 9, 2022 | Feb 10, 2022 ↗ | View → |
| PDI PIMCO DYNAMIC INCOME FUND | PURCHASE | 6,000 | $25.14 | $150.9K | 40,578.43 | Feb 7, 2022 | Feb 8, 2022 ↗ | View → |
| PAXS PIMCO ACCESS INCOME FUND | PURCHASE | 50,000 | $20.00 | $1.00M | 50,000 | Jan 31, 2022 | Feb 1, 2022 ↗ | View → |
| PDO PIMCO DYNAMIC INCOME OPPORTUNITIES FUND | PURCHASE | 5,000 | $19.60 | $98.0K | 35,000 | Dec 16, 2021 | Dec 17, 2021 ↗ | View → |
| PDI PIMCO DYNAMIC INCOME FUND | PURCHASEGRANT Stock grant | 34,577 | — | — | 34,577 | Dec 10, 2021 | Dec 14, 2021 ↗ | View → |
| PDO PIMCO DYNAMIC INCOME OPPORTUNITIES FUND | PURCHASE | 2,500 | $20.79 | $52.0K | 30,000 | Sep 27, 2021 | Sep 28, 2021 ↗ | View → |
| PDO PIMCO DYNAMIC INCOME OPPORTUNITIES FUND | PURCHASE | 2,500 | $20.39 | $51.0K | 27,500 | Feb 5, 2021 | Feb 8, 2021 ↗ | View → |
| PDO PIMCO DYNAMIC INCOME OPPORTUNITIES FUND | PURCHASE | 25,000 | $20.00 | $500.0K | 25,000 | Jan 27, 2021 | Jan 28, 2021 ↗ | View → |