Buys
$204,057.10
Sells
$0.00
Dividends
$6,677.75
Net cash
$197,379.35
969 transactions
Showing 1-50 of 969 in all accounts
Cash in
$
CashMay 1, 2026May 1
401(K)
975.0713
—
+$975.07
—
Employee 401(k) deferral
demo-401-k-.csv
Cash in
$
CashMay 1, 2026May 1
401(K)
214.04
—
+$214.04
—
Employer 401(k) match
demo-401-k-.csv
Buy
VOO
May 1, 2026May 1
401(K)
1.456
$513.01
-$746.95
—
Biweekly 401(k) payroll investment - auto-increase
demo-401-k-.csv
Buy
VT
May 1, 2026May 1
401(K)
3.6371
$121.57
-$442.16
—
Biweekly 401(k) payroll investment - auto-increase
demo-401-k-.csv
Cash in
$
CashApr 17, 2026Apr 17
401(K)
968.7288
—
+$968.73
—
Employee 401(k) deferral
demo-401-k-.csv
Cash in
$
CashApr 17, 2026Apr 17
401(K)
212.6478
—
+$212.65
—
Employer 401(k) match
demo-401-k-.csv
Buy
VOO
Apr 17, 2026Apr 17
401(K)
1.456
$508.75
-$740.74
—
Biweekly 401(k) payroll investment - auto-increase
demo-401-k-.csv
Buy
VT
Apr 17, 2026Apr 17
401(K)
3.6371
$121.15
-$440.63
—
Biweekly 401(k) payroll investment - auto-increase
demo-401-k-.csv
Cash in
$
CashApr 10, 2026Apr 10
ROTH IRA
1,657.7121
—
+$1,657.71
—
Roth IRA prior-year contribution top-off
demo-roth-ira.csv
Buy
QQQ
Apr 10, 2026Apr 10
ROTH IRA
2.7547
$446.72
-$1,230.59
—
Roth IRA prior-year contribution top-off
demo-roth-ira.csv
Buy
GLDM
Apr 10, 2026Apr 10
ROTH IRA
6.2664
$68.16
-$427.12
—
Roth IRA prior-year contribution top-off
demo-roth-ira.csv
Cash in
$
CashApr 6, 2026Apr 6
ROTH IRA
850.5841
—
+$850.58
—
Monthly Roth IRA contribution
demo-roth-ira.csv
Buy
QQQ
Apr 6, 2026Apr 6
ROTH IRA
1.4852
$445.66
-$661.87
—
Monthly Roth IRA contribution
demo-roth-ira.csv
Buy
GLDM
Apr 6, 2026Apr 6
ROTH IRA
2.7751
$68.00
-$188.71
—
Monthly Roth IRA contribution
demo-roth-ira.csv
Cash in
$
CashApr 5, 2026Apr 5
TAXABLE
498.0944
—
+$498.09
—
Monthly AI power-grid contribution
demo-taxable.csv
Buy
GEV
Apr 5, 2026Apr 5
TAXABLE
1.1702
$425.65
-$498.09
—
Monthly AI power-grid contribution
demo-taxable.csv
Cash in
$
CashApr 3, 2026Apr 3
401(K)
963.2673
—
+$963.27
—
Employee 401(k) deferral
demo-401-k-.csv
Cash in
$
CashApr 3, 2026Apr 3
401(K)
211.4489
—
+$211.45
—
Employer 401(k) match
demo-401-k-.csv
Cash in
$
CashApr 3, 2026Apr 3
TAXABLE
1,201.4285
—
+$1,201.43
—
Monthly AI sleeve contribution
demo-taxable.csv
Cash in
$
CashApr 3, 2026Apr 3
HSA
200.4349
—
+$200.43
—
Monthly HSA contribution
demo-hsa.csv
Buy
VOO
Apr 3, 2026Apr 3
401(K)
1.456
$504.85
-$735.06
—
Biweekly 401(k) payroll investment - auto-increase
demo-401-k-.csv
Buy
VT
Apr 3, 2026Apr 3
401(K)
3.6371
$120.88
-$439.65
—
Biweekly 401(k) payroll investment - auto-increase
demo-401-k-.csv
Buy
SMH
Apr 3, 2026Apr 3
TAXABLE
2.1344
$248.74
-$530.91
—
Monthly AI sleeve contribution
demo-taxable.csv
Buy
ASML
Apr 3, 2026Apr 3
TAXABLE
0.4222
$924.60
-$390.33
—
Monthly AI sleeve contribution
demo-taxable.csv
Buy
INTC
Apr 3, 2026Apr 3
TAXABLE
8.6131
$32.53
-$280.19
—
Monthly AI sleeve contribution
demo-taxable.csv
Buy
GLW
Apr 3, 2026Apr 3
HSA
4.2737
$46.90
-$200.43
—
Monthly HSA contribution
demo-hsa.csv
Dividend
VOO
Mar 27, 2026Mar 27
401(K)
204.2429
—
+$204.24
—
Dividend reinvestment
demo-401-k-.csv
Dividend
QQQ
Mar 27, 2026Mar 27
ROTH IRA
81.6598
—
+$81.66
—
Dividend reinvestment
demo-roth-ira.csv
Dividend
VT
Mar 27, 2026Mar 27
401(K)
171.1167
—
+$171.12
—
Dividend reinvestment
demo-401-k-.csv
Dividend
SMH
Mar 27, 2026Mar 27
TAXABLE
26.8794
—
+$26.88
—
Dividend reinvestment
demo-taxable.csv
Dividend
ASML
Mar 27, 2026Mar 27
TAXABLE
25.8278
—
+$25.83
—
Dividend reinvestment
demo-taxable.csv
Dividend
INTC
Mar 27, 2026Mar 27
TAXABLE
23.979
—
+$23.98
—
Dividend reinvestment
demo-taxable.csv
Dividend
GLW
Mar 27, 2026Mar 27
HSA
47.5425
—
+$47.54
—
Dividend reinvestment
demo-hsa.csv
Buy
VOO
Mar 27, 2026Mar 27
401(K)
0.406
$503.06
-$204.24
—
Dividend reinvestment
demo-401-k-.csv
Buy
QQQ
Mar 27, 2026Mar 27
ROTH IRA
0.1843
$443.17
-$81.66
—
Dividend reinvestment
demo-roth-ira.csv
Buy
VT
Mar 27, 2026Mar 27
401(K)
1.4166
$120.79
-$171.12
—
Dividend reinvestment
demo-401-k-.csv
Buy
SMH
Mar 27, 2026Mar 27
TAXABLE
0.1085
$247.67
-$26.88
—
Dividend reinvestment
demo-taxable.csv
Buy
ASML
Mar 27, 2026Mar 27
TAXABLE
0.028
$920.91
-$25.83
—
Dividend reinvestment
demo-taxable.csv
Buy
INTC
Mar 27, 2026Mar 27
TAXABLE
0.7383
$32.48
-$23.98
—
Dividend reinvestment
demo-taxable.csv
Buy
GLW
Mar 27, 2026Mar 27
HSA
1.0163
$46.78
-$47.54
—
Dividend reinvestment
demo-hsa.csv
Cash in
$
CashMar 20, 2026Mar 20
401(K)
958.7307
—
+$958.73
—
Employee 401(k) deferral
demo-401-k-.csv
Cash in
$
CashMar 20, 2026Mar 20
401(K)
210.4531
—
+$210.45
—
Employer 401(k) match
demo-401-k-.csv
Buy
VOO
Mar 20, 2026Mar 20
401(K)
1.456
$501.40
-$730.04
—
Biweekly 401(k) payroll investment - auto-increase
demo-401-k-.csv
Buy
VT
Mar 20, 2026Mar 20
401(K)
3.6371
$120.74
-$439.14
—
Biweekly 401(k) payroll investment - auto-increase
demo-401-k-.csv
Cash in
$
CashMar 6, 2026Mar 6
401(K)
955.2087
—
+$955.21
—
Employee 401(k) deferral
demo-401-k-.csv
Cash in
$
CashMar 6, 2026Mar 6
401(K)
209.6799
—
+$209.68
—
Employer 401(k) match
demo-401-k-.csv
Cash in
$
CashMar 6, 2026Mar 6
ROTH IRA
836.8766
—
+$836.88
—
Monthly Roth IRA contribution
demo-roth-ira.csv
Buy
VOO
Mar 6, 2026Mar 6
401(K)
1.456
$498.50
-$725.82
—
Biweekly 401(k) payroll investment - auto-increase
demo-401-k-.csv
Buy
QQQ
Mar 6, 2026Mar 6
ROTH IRA
1.4852
$438.71
-$651.55
—
Monthly Roth IRA contribution
demo-roth-ira.csv
Buy
VT
Mar 6, 2026Mar 6
401(K)
3.6371
$120.72
-$439.07
—
Biweekly 401(k) payroll investment - auto-increase
demo-401-k-.csv
1-50 of 969
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