| HORIZON | TRADES | WIN RATE | INSIDER RETURN | SPY RETURN | MEAN EXCESS | MEDIAN EXCESS | T-STAT |
|---|---|---|---|---|---|---|---|
| 7d | 11 | +45.45% | -0.28% | -0.54% | +0.26% | +0.38% | — |
| 14d | 11 | +54.55% | -0.71% | -0.79% | +0.08% | -0.78% | — |
| 30d | 11 | +63.64% | +0.08% | +0.63% | -0.55% | -0.76% | — |
| 60d | 11 | +36.36% | -5.96% | -3.96% | -2.01% | -3.05% | — |
| 90d | 11 | +36.36% | -9.93% | -3.65% | -6.28% | -6.82% | — |
| 180d | 11 | +36.36% | -10.36% | +0.03% | -10.39% | -11.06% | — |
| 1y | 11 | +45.45% | -5.68% | +12.29% | -17.97% | -18.14% | — |
| 2y | 11 | +36.36% | -9.83% | +30.59% | -40.42% | -39.16% | — |
| COMPANY | TYPE | SHARES | PRICE | VALUE | HELD AFTER | TRADE DATE | FILED | DETAILS |
|---|---|---|---|---|---|---|---|---|
| PNI PIMCO NEW YORK MUNICIPAL INCOME FUND II | PURCHASEGRANT Stock grant | 2,913 | — | — | 5,660.819 | Aug 1, 2025 | Aug 5, 2025 ↗ | View → |
| PNI PIMCO NEW YORK MUNICIPAL INCOME FUND II | PURCHASEGRANT Stock grant | 1,187 | — | — | 6,847.819 | Aug 1, 2025 | Aug 5, 2025 ↗ | View → |
| PML PIMCO MUNICIPAL INCOME FUND II | PURCHASEGRANT Stock grant | 2,564 | — | — | 6,655.604 | Aug 1, 2025 | Aug 5, 2025 ↗ | View → |
| PML PIMCO MUNICIPAL INCOME FUND II | PURCHASEGRANT Stock grant | 1,369 | — | — | 4,091.604 | Aug 1, 2025 | Aug 5, 2025 ↗ | View → |
| PNI PIMCO NEW YORK MUNICIPAL INCOME FUND II | PURCHASE | 1,400 | $7.36 | $10.3K | 2,550.338 | Jan 24, 2024 | Jan 26, 2024 ↗ | View → |
| PML PIMCO MUNICIPAL INCOME FUND II | PURCHASE | 2,500 | $8.15 | $20.4K | 2,500 | Jan 24, 2024 | Jan 26, 2024 ↗ | View → |
| PAXS PIMCO ACCESS INCOME FUND | PURCHASE | 700 | $14.71 | $10.3K | 1,964.615 | Jan 24, 2024 | Jan 26, 2024 ↗ | View → |
| PAXS PIMCO ACCESS INCOME FUND | PURCHASE | 1,000 | $20.00 | $20.0K | 1,000 | Jan 31, 2022 | Feb 1, 2022 ↗ | View → |
| AIO VIRTUS ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND | PURCHASE | 1,000 | $25.37 | $25.4K | 1,000 | Jan 13, 2022 | Jan 14, 2022 ↗ | View → |
| VGI VIRTUS GLOBAL MULTI-SECTOR INCOME FUND | PURCHASE | 2,000 | $11.10 | $22.2K | 2,000 | Jan 13, 2022 | Jan 14, 2022 ↗ | View → |
| ZTR VIRTUS TOTAL RETURN FUND INC. | PURCHASE | 2,200 | $9.59 | $21.1K | 2,200 | Jan 13, 2022 | Jan 14, 2022 ↗ | View → |
| PDI PIMCO DYNAMIC INCOME FUND | PURCHASEGRANT Stock grant | 406 | — | — | 846 | Dec 10, 2021 | Dec 14, 2021 ↗ | View → |
| PDI PIMCO DYNAMIC INCOME FUND | PURCHASEGRANT Stock grant | 440 | — | — | 440 | Dec 10, 2021 | Dec 14, 2021 ↗ | View → |
| PNI PIMCO NEW YORK MUNICIPAL INCOME FUND II | PURCHASE | 1,000 | $10.29 | $10.3K | 1,000 | Jun 11, 2020 | Jun 12, 2020 ↗ | View → |
| PFN PIMCO INCOME STRATEGY FUND II | PURCHASE | 1,000 | $10.78 | $10.8K | 1,000 | Jan 9, 2020 | Jan 10, 2020 ↗ | View → |
| PHK PIMCO HIGH INCOME FUND | PURCHASE | 1,500 | $7.65 | $11.5K | 1,500 | Jan 9, 2020 | Jan 10, 2020 ↗ | View → |
| PCM PCM FUND, INC. | PURCHASE | 1,000 | $11.67 | $11.7K | 1,000 | Jan 9, 2020 | Jan 10, 2020 ↗ | View → |