| Status | Ticker | Company | Sector | Initial Price | Shares | Current/Sell Price | Current Value | Profit/Loss | Change | Scores | Holdings | Added Date |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Active |
BVN
Trade #121 |
Compañía de Minas Buenaventura S.A.A. | Basic Materials | $31.40 | 31.84 | $33.81 | $1076.71 | $76.71 | 7.67% |
Tech: -1.0
Fund: 8.5
Total: 9.5
|
Short: 2.0%
Insider: N/A%
Inst: 59.3%
|
2026-06-05 |
| Sold |
FSLR
Trade #25 |
First Solar, Inc. | Technology | $243.21 | 4.11 |
$197.20
2026-02-28 |
$810.82 | $-189.18 | -18.92% |
Tech: 2.0
Fund: 6.5
Total: 8.5
|
Short: 7.7%
Insider: 5.5%
Inst: 98.9%
|
2026-02-25 |
| Sold |
AGI
Trade #29 |
Alamos Gold Inc. | Basic Materials | $50.02 | 19.99 |
$50.27
2026-03-03 |
$1005.00 | $5.00 | 0.50% |
Tech: 1.0
Fund: 7.5
Total: 8.5
|
Short: 1.9%
Insider: 0.3%
Inst: 69.4%
|
2026-02-26 |
| Sold |
AGI
Trade #42 |
Alamos Gold Inc. | Basic Materials | $42.80 | 23.36 |
$38.27
2026-03-21 |
$894.16 | $-105.84 | -10.58% |
Tech: 1.0
Fund: 7.5
Total: 8.5
|
Short: 1.9%
Insider: 0.3%
Inst: 69.4%
|
2026-03-18 |
| Sold |
FUTU
Trade #68 |
Futu Holdings Limited | Financial Services | $165.84 | 6.03 |
$166.93
2026-04-19 |
$1006.57 | $6.57 | 0.66% |
Tech: -1.0
Fund: 7.5
Total: 8.5
|
Short: 3.6%
Insider: 15.8%
Inst: 49.9%
|
2026-04-16 |
| Sold |
TEL
Trade #82 |
TE Connectivity plc | Technology | $221.04 | 4.52 |
$214.67
2026-04-26 |
$971.18 | $-28.82 | -2.88% |
Tech: 1.0
Fund: 6.5
Total: 8.5
|
Short: 2.6%
Insider: 0.1%
Inst: 94.1%
|
2026-04-23 |
| Sold |
AGI
Trade #88 |
Alamos Gold Inc. | Basic Materials | $41.45 | 24.13 |
$43.65
2026-05-14 |
$1053.08 | $53.08 | 5.31% |
Tech: 1.0
Fund: 7.5
Total: 8.5
|
Short: 1.9%
Insider: 0.3%
Inst: 69.4%
|
2026-04-28 |
| Sold |
HMY
Trade #8 |
Harmony Gold Mining Company Limited | Basic Materials | $20.37 | 49.09 |
$19.70
2026-02-12 |
$967.11 | $-32.89 | -3.29% |
Tech: 1.0
Fund: 5.0
Total: 8.0
|
Short: 1.2%
Insider: N/A%
Inst: 21.7%
|
2026-02-07 |
| Sold |
B
Trade #1 |
None | Basic Materials | $45.16 | 22.14 |
$46.03
2026-03-03 |
$1019.26 | $19.26 | 1.93% |
Tech: 0.0
Fund: 7.5
Total: 7.5
|
Short: 1.2%
Insider: 0.5%
Inst: 67.2%
|
2026-02-07 |
| Sold |
SF
Trade #10 |
Stifel Financial Corp. | Financial Services | $130.61 | 7.66 |
$125.53
2026-02-11 |
$961.11 | $-38.89 | -3.89% |
Tech: -1.0
Fund: 8.5
Total: 7.5
|
Short: 0.0%
Insider: 3.1%
Inst: 94.1%
|
2026-02-07 |
| Sold |
SCHW
Trade #15 |
The Charles Schwab Corporation | Financial Services | $107.21 | 9.33 |
$95.08
2026-02-12 |
$886.86 | $-113.14 | -11.31% |
Tech: 1.0
Fund: 6.5
Total: 7.5
|
Short: 0.0%
Insider: 6.2%
Inst: 85.5%
|
2026-02-09 |
| Sold |
VIV
Trade #22 |
Telefônica Brasil S.A. | Communication Services | $15.49 | 64.56 |
$16.21
2026-02-23 |
$1046.48 | $46.48 | 4.65% |
Tech: 1.0
Fund: 6.5
Total: 7.5
|
Short: 0.3%
Insider: N/A%
Inst: 4.2%
|
2026-02-19 |
| Sold |
RRC
Trade #27 |
Range Resources Corporation | Energy | $39.01 | 25.63 |
$41.52
2026-03-04 |
$1064.34 | $64.34 | 6.43% |
Tech: -2.0
Fund: 8.5
Total: 7.5
|
Short: 8.3%
Insider: 1.2%
Inst: 101.8%
|
2026-02-25 |
| Sold |
B
Trade #41 |
None | Basic Materials | $42.34 | 23.62 |
$37.45
2026-03-19 |
$884.51 | $-115.49 | -11.55% |
Tech: 0.0
Fund: 7.5
Total: 7.5
|
Short: 1.2%
Insider: 0.5%
Inst: 67.2%
|
2026-03-14 |
| Sold |
GFI
Trade #43 |
Gold Fields Limited | Basic Materials | $43.17 | 23.16 |
$40.66
2026-03-25 |
$941.86 | $-58.14 | -5.81% |
Tech: -1.0
Fund: 6.5
Total: 7.5
|
Short: 0.8%
Insider: N/A%
Inst: 19.9%
|
2026-03-18 |
| Sold |
VIV
Trade #47 |
Telefônica Brasil S.A. | Communication Services | $15.17 | 65.92 |
$15.48
2026-03-23 |
$1020.44 | $20.44 | 2.04% |
Tech: 1.0
Fund: 6.5
Total: 7.5
|
Short: 0.3%
Insider: N/A%
Inst: 4.2%
|
2026-03-20 |
| Sold |
SCHW
Trade #48 |
The Charles Schwab Corporation | Financial Services | $95.75 | 10.44 |
$94.28
2026-03-26 |
$984.65 | $-15.35 | -1.54% |
Tech: 1.0
Fund: 6.5
Total: 7.5
|
Short: 0.0%
Insider: 6.2%
Inst: 85.5%
|
2026-03-23 |
| Sold |
NFG
Trade #54 |
National Fuel Gas Company | Energy | $94.82 | 10.55 |
$94.30
2026-04-10 |
$994.52 | $-5.48 | -0.55% |
Tech: 1.0
Fund: 6.5
Total: 7.5
|
Short: 4.5%
Insider: 1.3%
Inst: 81.9%
|
2026-03-30 |
| Sold |
SCHW
Trade #60 |
The Charles Schwab Corporation | Financial Services | $96.69 | 10.34 |
$95.25
2026-04-13 |
$985.11 | $-14.89 | -1.49% |
Tech: 1.0
Fund: 6.5
Total: 7.5
|
Short: 0.0%
Insider: 6.2%
Inst: 85.5%
|
2026-04-10 |
| Sold |
VIV
Trade #63 |
Telefônica Brasil S.A. | Communication Services | $16.76 | 59.67 |
$15.69
2026-04-30 |
$936.46 | $-63.54 | -6.35% |
Tech: 1.0
Fund: 6.5
Total: 7.5
|
Short: 0.3%
Insider: N/A%
Inst: 4.2%
|
2026-04-14 |