Quick macro look
Rates and curve regime
Bear FlattenerAs of Oct 22, 2026
2-Year
4.71%
10-Year
5.02%
Bond market
bearish2Y rising faster than 10Y
Bond prices typically fall, led by shorter maturities.
Typical macro setting
Often reflects Fed tightening or a hawkish repricing of near-term rates.
Stock market
bearish
Usually negative for stocks, particularly rate-sensitive assets.
Live performance
Compare portfolio returns
Follow today’s moves or compare the model portfolios and SPY across longer periods.
Performance data is not available for this period yet.
Model-portfolio price returns, normalized to 0% at the start of the selected period. Portfolios launched during a selected window remain at 0% until inception. Today uses drifted fractional-share holdings from each strategy's latest scheduled rebalance and refreshes during regular market hours.
Live strategies
Current portfolios
Current trading week
Weekly movers by portfolio
Flagship Fund
Week-to-date portfolio return-7.24%
Oct 19, 2026 – Oct 23, 2026Portfolio activity
Recent transactions
Model-portfolio selections and rotations—not brokerage executions.
| Date | Action | Ticker | Company | Portfolio | Cohort change |
|---|---|---|---|---|---|
| Oct 7, 2026 | buy | FBP | First BanCorp | Dirt Cheap Portfolio | Entered 2026-10 |
| Oct 7, 2026 | buy | FHI | Federated Hermes Inc | Dirt Cheap Portfolio | Entered 2026-10 |
| Oct 7, 2026 | buy | FUNC | First United Corp | Dirt Cheap Portfolio | Entered 2026-10 |
| Oct 7, 2026 | buy | IFS | Intercorp Financial Services Inc | Dirt Cheap Portfolio | Entered 2026-10 |
| Oct 7, 2026 | buy | MOH | Molina Healthcare Inc | Dirt Cheap Portfolio | Entered 2026-10 |
| Oct 7, 2026 | buy | RGA | Reinsurance Group of America Inc | Dirt Cheap Portfolio | Entered 2026-10 |
| Oct 7, 2026 | buy | SLM | SLM Corp | Dirt Cheap Portfolio | Entered 2026-10 |
| Oct 7, 2026 | buy | SMBC | Southern Missouri Bancorp Inc | Dirt Cheap Portfolio | Entered 2026-10 |
| Oct 7, 2026 | buy | SYF | Synchrony Financial | Dirt Cheap Portfolio | Entered 2026-10 |
| Oct 7, 2026 | buy | UMBF | UMB Financial Corp | Dirt Cheap Portfolio | Entered 2026-10 |
| Oct 1, 2026 | buy | AAPL | Apple Inc | Insideredges.com Monthly Portfolio | Entered 2026-10 |
| Oct 1, 2026 | buy | AMZN | Amazon.com Inc | Insideredges.com Monthly Portfolio | Entered 2026-10 |
| Oct 1, 2026 | buy | MSFT | Microsoft Corp | Insideredges.com Monthly Portfolio | Entered 2026-10 |
| Oct 1, 2026 | buy | AGO | Assured Guaranty Ltd | Monthly Combined Portfolio | Entered 2026-10 |
| Oct 1, 2026 | buy | FBRT | Franklin BSP Realty Trust Inc | Monthly Combined Portfolio | Entered 2026-10 |
| Oct 1, 2026 | buy | QLYS | Qualys Inc | Monthly Combined Portfolio | Entered 2026-10 |
| Oct 1, 2026 | buy | RGA | Reinsurance Group of America Inc | Monthly Combined Portfolio | Entered 2026-10 |
| Oct 1, 2026 | buy | SMCI | Super Micro Computer Inc | Monthly Combined Portfolio | Entered 2026-10 |
| Oct 1, 2026 | buy | UHS | Universal Health Services Inc | Monthly Combined Portfolio | Entered 2026-10 |
| Oct 1, 2026 | buy | VEL | Velocity Financial Inc | Monthly Combined Portfolio | Entered 2026-10 |
| Oct 1, 2026 | buy | VIPS | Vipshop Holdings Ltd | Monthly Combined Portfolio | Entered 2026-10 |
| Oct 1, 2026 | buy | WCCB | West Coast Community Bancorp | Monthly Combined Portfolio | Entered 2026-10 |
| Oct 1, 2026 | buy | WF | Woori Financial Group Inc | Monthly Combined Portfolio | Entered 2026-10 |
| Oct 1, 2026 | buy | XP | XP Inc | Monthly Combined Portfolio | Entered 2026-10 |
| Sep 30, 2026 | sell | AMZN | Amazon.com Inc | Insideredges.com Monthly Portfolio | Exited 2026-07 |
| Sep 30, 2026 | sell | MSFT | Microsoft Corp | Insideredges.com Monthly Portfolio | Exited 2026-07 |
| Sep 30, 2026 | sell | NVDA | NVIDIA Corp | Insideredges.com Monthly Portfolio | Exited 2026-07 |
| Sep 30, 2026 | sell | KB | KB Financial Group Inc | Monthly Combined Portfolio | Exited 2026-09 |
| Sep 30, 2026 | sell | NMIH | NMI Holdings Inc | Monthly Combined Portfolio | Exited 2026-09 |
| Sep 30, 2026 | sell | OZK | Bank OZK | Monthly Combined Portfolio | Exited 2026-09 |
| Sep 30, 2026 | sell | PAGS | PagSeguro Digital Ltd | Monthly Combined Portfolio | Exited 2026-09 |
| Sep 30, 2026 | sell | QLYS | Qualys Inc | Monthly Combined Portfolio | Exited 2026-07 |
| Sep 30, 2026 | sell | RGA | Reinsurance Group of America Inc | Monthly Combined Portfolio | Exited 2026-09 |
| Sep 30, 2026 | sell | SLM | SLM Corp | Monthly Combined Portfolio | Exited 2026-09 |
| Sep 30, 2026 | sell | SYF | Synchrony Financial | Monthly Combined Portfolio | Exited 2026-09 |
| Sep 30, 2026 | sell | VEL | Velocity Financial Inc | Monthly Combined Portfolio | Exited 2026-09 |
| Sep 1, 2026 | buy | AMZN | Amazon.com Inc | Insideredges.com Monthly Portfolio | Entered 2026-09 |
| Sep 1, 2026 | buy | MSFT | Microsoft Corp | Insideredges.com Monthly Portfolio | Entered 2026-09 |
| Sep 1, 2026 | buy | NVDA | NVIDIA Corp | Insideredges.com Monthly Portfolio | Entered 2026-09 |
| Sep 1, 2026 | buy | BZ | Kanzhun Ltd | Monthly Combined Portfolio | Entered 2026-09 |
| Sep 1, 2026 | buy | HCI | HCI Group Inc | Monthly Combined Portfolio | Entered 2026-09 |
| Sep 1, 2026 | buy | HLNE | Hamilton Lane Inc | Monthly Combined Portfolio | Entered 2026-09 |
| Sep 1, 2026 | buy | KB | KB Financial Group Inc | Monthly Combined Portfolio | Entered 2026-09 |
| Sep 1, 2026 | buy | NMIH | NMI Holdings Inc | Monthly Combined Portfolio | Entered 2026-09 |
| Sep 1, 2026 | buy | OZK | Bank OZK | Monthly Combined Portfolio | Entered 2026-09 |
| Sep 1, 2026 | buy | PAGS | PagSeguro Digital Ltd | Monthly Combined Portfolio | Entered 2026-09 |
| Sep 1, 2026 | buy | QLYS | Qualys Inc | Monthly Combined Portfolio | Entered 2026-09 |
| Sep 1, 2026 | buy | RGA | Reinsurance Group of America Inc | Monthly Combined Portfolio | Entered 2026-09 |
| Sep 1, 2026 | buy | SII | Sprott Inc | Monthly Combined Portfolio | Entered 2026-09 |
| Sep 1, 2026 | buy | SLM | SLM Corp | Monthly Combined Portfolio | Entered 2026-09 |
| Sep 1, 2026 | buy | SYF | Synchrony Financial | Monthly Combined Portfolio | Entered 2026-09 |
| Sep 1, 2026 | buy | VEL | Velocity Financial Inc | Monthly Combined Portfolio | Entered 2026-09 |
| Aug 31, 2026 | sell | AMZN | Amazon.com Inc | Insideredges.com Monthly Portfolio | Exited 2026-06 |
| Aug 31, 2026 | sell | MSFT | Microsoft Corp | Insideredges.com Monthly Portfolio | Exited 2026-06 |
| Aug 31, 2026 | sell | NVDA | NVIDIA Corp | Insideredges.com Monthly Portfolio | Exited 2026-06 |
| Aug 31, 2026 | sell | AGO | Assured Guaranty Ltd | Monthly Combined Portfolio | Exited 2026-08 |
| Aug 31, 2026 | sell | KB | KB Financial Group Inc | Monthly Combined Portfolio | Exited 2026-08 |
| Aug 31, 2026 | sell | NMIH | NMI Holdings Inc | Monthly Combined Portfolio | Exited 2026-08 |
| Aug 31, 2026 | sell | OZK | Bank OZK | Monthly Combined Portfolio | Exited 2026-08 |
| Aug 31, 2026 | sell | PAGS | PagSeguro Digital Ltd | Monthly Combined Portfolio | Exited 2026-08 |
| Aug 31, 2026 | sell | QLYS | Qualys Inc | Monthly Combined Portfolio | Exited 2026-06 |
| Aug 31, 2026 | sell | RGA | Reinsurance Group of America Inc | Monthly Combined Portfolio | Exited 2026-08 |
| Aug 31, 2026 | sell | VEL | Velocity Financial Inc | Monthly Combined Portfolio | Exited 2026-08 |
| Aug 31, 2026 | sell | WAL | Western Alliance Bancorp | Monthly Combined Portfolio | Exited 2026-08 |
| Aug 3, 2026 | buy | AMZN | Amazon.com Inc | Insideredges.com Monthly Portfolio | Entered 2026-08 |
| Aug 3, 2026 | buy | MSFT | Microsoft Corp | Insideredges.com Monthly Portfolio | Entered 2026-08 |
| Aug 3, 2026 | buy | NVDA | NVIDIA Corp | Insideredges.com Monthly Portfolio | Entered 2026-08 |
| Aug 3, 2026 | buy | AGO | Assured Guaranty Ltd | Monthly Combined Portfolio | Entered 2026-08 |
| Aug 3, 2026 | buy | KB | KB Financial Group Inc | Monthly Combined Portfolio | Entered 2026-08 |
| Aug 3, 2026 | buy | NMIH | NMI Holdings Inc | Monthly Combined Portfolio | Entered 2026-08 |
| Aug 3, 2026 | buy | OZK | Bank OZK | Monthly Combined Portfolio | Entered 2026-08 |
| Aug 3, 2026 | buy | PAGS | PagSeguro Digital Ltd | Monthly Combined Portfolio | Entered 2026-08 |
| Aug 3, 2026 | buy | QLYS | Qualys Inc | Monthly Combined Portfolio | Entered 2026-08 |
| Aug 3, 2026 | buy | RGA | Reinsurance Group of America Inc | Monthly Combined Portfolio | Entered 2026-08 |
| Aug 3, 2026 | buy | VEL | Velocity Financial Inc | Monthly Combined Portfolio | Entered 2026-08 |
| Aug 3, 2026 | buy | WAL | Western Alliance Bancorp | Monthly Combined Portfolio | Entered 2026-08 |
| Jul 31, 2026 | sell | AMZN | Amazon.com Inc | Insideredges.com Monthly Portfolio | Exited 2026-05 |
| Jul 31, 2026 | sell | META | Meta Platforms Inc | Insideredges.com Monthly Portfolio | Exited 2026-05 |
| Jul 31, 2026 | sell | MSFT | Microsoft Corp | Insideredges.com Monthly Portfolio | Exited 2026-05 |
| Jul 31, 2026 | sell | ACGL | Arch Capital Group Ltd | Monthly Combined Portfolio | Exited 2026-07 |
| Jul 31, 2026 | sell | AGO | Assured Guaranty Ltd | Monthly Combined Portfolio | Exited 2026-07 |
| Jul 31, 2026 | sell | KB | KB Financial Group Inc | Monthly Combined Portfolio | Exited 2026-07 |
| Jul 31, 2026 | sell | NMIH | NMI Holdings Inc | Monthly Combined Portfolio | Exited 2026-07 |
| Jul 31, 2026 | sell | PAGS | PagSeguro Digital Ltd | Monthly Combined Portfolio | Exited 2026-07 |
| Jul 31, 2026 | sell | RGA | Reinsurance Group of America Inc | Monthly Combined Portfolio | Exited 2026-07 |
| Jul 31, 2026 | sell | VEL | Velocity Financial Inc | Monthly Combined Portfolio | Exited 2026-07 |
| Jul 31, 2026 | sell | WT | WisdomTree Inc | Monthly Combined Portfolio | Exited 2026-05 |
| Jul 1, 2026 | buy | AMZN | Amazon.com Inc | Insideredges.com Monthly Portfolio | Entered 2026-07 |
| Jul 1, 2026 | buy | MSFT | Microsoft Corp | Insideredges.com Monthly Portfolio | Entered 2026-07 |
| Jul 1, 2026 | buy | NVDA | NVIDIA Corp | Insideredges.com Monthly Portfolio | Entered 2026-07 |
| Jul 1, 2026 | buy | ACGL | Arch Capital Group Ltd | Monthly Combined Portfolio | Entered 2026-07 |
| Jul 1, 2026 | buy | AGO | Assured Guaranty Ltd | Monthly Combined Portfolio | Entered 2026-07 |
| Jul 1, 2026 | buy | KB | KB Financial Group Inc | Monthly Combined Portfolio | Entered 2026-07 |
| Jul 1, 2026 | buy | NMIH | NMI Holdings Inc | Monthly Combined Portfolio | Entered 2026-07 |
| Jul 1, 2026 | buy | PAGS | PagSeguro Digital Ltd | Monthly Combined Portfolio | Entered 2026-07 |
| Jul 1, 2026 | buy | QLYS | Qualys Inc | Monthly Combined Portfolio | Entered 2026-07 |
| Jul 1, 2026 | buy | RGA | Reinsurance Group of America Inc | Monthly Combined Portfolio | Entered 2026-07 |
| Jul 1, 2026 | buy | VEL | Velocity Financial Inc | Monthly Combined Portfolio | Entered 2026-07 |
| Jun 30, 2026 | sell | AMZN | Amazon.com Inc | Insideredges.com Monthly Portfolio | Exited 2026-04 |
| Jun 30, 2026 | sell | META | Meta Platforms Inc | Insideredges.com Monthly Portfolio | Exited 2026-04 |
| Jun 30, 2026 | sell | MSFT | Microsoft Corp | Insideredges.com Monthly Portfolio | Exited 2026-04 |
| Jun 30, 2026 | sell | AGO | Assured Guaranty Ltd | Monthly Combined Portfolio | Exited 2026-06 |
| Jun 30, 2026 | sell | FCNCA | First Citizens BancShares Inc | Monthly Combined Portfolio | Exited 2026-06 |
| Jun 30, 2026 | sell | NBN | Northeast Bank | Monthly Combined Portfolio | Exited 2026-06 |
| Jun 30, 2026 | sell | NMIH | NMI Holdings Inc | Monthly Combined Portfolio | Exited 2026-06 |
| Jun 30, 2026 | sell | NRIM | Northrim BanCorp Inc | Monthly Combined Portfolio | Exited 2026-06 |
| Jun 30, 2026 | sell | PAGS | PagSeguro Digital Ltd | Monthly Combined Portfolio | Exited 2026-06 |
| Jun 30, 2026 | sell | RGA | Reinsurance Group of America Inc | Monthly Combined Portfolio | Exited 2026-06 |
| Jun 30, 2026 | sell | UNTY | Unity Bancorp Inc | Monthly Combined Portfolio | Exited 2026-06 |
| Jun 30, 2026 | sell | USLM | United States Lime & Minerals Inc | Monthly Combined Portfolio | Exited 2026-04 |
| Jun 30, 2026 | sell | VEL | Velocity Financial Inc | Monthly Combined Portfolio | Exited 2026-06 |
| Jun 30, 2026 | sell | WAL | Western Alliance Bancorp | Monthly Combined Portfolio | Exited 2026-06 |
| Jun 1, 2026 | buy | AMZN | Amazon.com Inc | Insideredges.com Monthly Portfolio | Entered 2026-06 |
| Jun 1, 2026 | buy | MSFT | Microsoft Corp | Insideredges.com Monthly Portfolio | Entered 2026-06 |
| Jun 1, 2026 | buy | NVDA | NVIDIA Corp | Insideredges.com Monthly Portfolio | Entered 2026-06 |
| Jun 1, 2026 | buy | AGO | Assured Guaranty Ltd | Monthly Combined Portfolio | Entered 2026-06 |
| Jun 1, 2026 | buy | FCNCA | First Citizens BancShares Inc | Monthly Combined Portfolio | Entered 2026-06 |
| Jun 1, 2026 | buy | NBN | Northeast Bank | Monthly Combined Portfolio | Entered 2026-06 |
| Jun 1, 2026 | buy | NMIH | NMI Holdings Inc | Monthly Combined Portfolio | Entered 2026-06 |
| Jun 1, 2026 | buy | NRIM | Northrim BanCorp Inc | Monthly Combined Portfolio | Entered 2026-06 |
| Jun 1, 2026 | buy | PAGS | PagSeguro Digital Ltd | Monthly Combined Portfolio | Entered 2026-06 |
| Jun 1, 2026 | buy | QLYS | Qualys Inc | Monthly Combined Portfolio | Entered 2026-06 |
| Jun 1, 2026 | buy | RGA | Reinsurance Group of America Inc | Monthly Combined Portfolio | Entered 2026-06 |
| Jun 1, 2026 | buy | UNTY | Unity Bancorp Inc | Monthly Combined Portfolio | Entered 2026-06 |
| Jun 1, 2026 | buy | VEL | Velocity Financial Inc | Monthly Combined Portfolio | Entered 2026-06 |
| Jun 1, 2026 | buy | WAL | Western Alliance Bancorp | Monthly Combined Portfolio | Entered 2026-06 |
| May 31, 2026 | sell | AMZN | Amazon.com Inc | Insideredges.com Monthly Portfolio | Exited 2026-03 |
| May 31, 2026 | sell | META | Meta Platforms Inc | Insideredges.com Monthly Portfolio | Exited 2026-03 |
| May 31, 2026 | sell | MSFT | Microsoft Corp | Insideredges.com Monthly Portfolio | Exited 2026-03 |
| May 31, 2026 | sell | ABG | Asbury Automotive Group Inc | Monthly Combined Portfolio | Exited 2026-05 |
| May 31, 2026 | sell | AGO | Assured Guaranty Ltd | Monthly Combined Portfolio | Exited 2026-05 |
| May 31, 2026 | sell | FINV | FinVolution Group | Monthly Combined Portfolio | Exited 2026-05 |
| May 31, 2026 | sell | HMC | Honda Motor Co Ltd | Monthly Combined Portfolio | Exited 2026-05 |
| May 31, 2026 | sell | NMIH | NMI Holdings Inc | Monthly Combined Portfolio | Exited 2026-05 |
| May 31, 2026 | sell | SLM | SLM Corp | Monthly Combined Portfolio | Exited 2026-05 |
| May 31, 2026 | sell | UNTY | Unity Bancorp Inc | Monthly Combined Portfolio | Exited 2026-05 |
| May 31, 2026 | sell | VEL | Velocity Financial Inc | Monthly Combined Portfolio | Exited 2026-05 |
| May 31, 2026 | sell | WAL | Western Alliance Bancorp | Monthly Combined Portfolio | Exited 2026-05 |
| May 1, 2026 | buy | AMZN | Amazon.com Inc | Insideredges.com Monthly Portfolio | Entered 2026-05 |
| May 1, 2026 | buy | META | Meta Platforms Inc | Insideredges.com Monthly Portfolio | Entered 2026-05 |
| May 1, 2026 | buy | MSFT | Microsoft Corp | Insideredges.com Monthly Portfolio | Entered 2026-05 |
| May 1, 2026 | buy | ABG | Asbury Automotive Group Inc | Monthly Combined Portfolio | Entered 2026-05 |
| May 1, 2026 | buy | AGO | Assured Guaranty Ltd | Monthly Combined Portfolio | Entered 2026-05 |
| May 1, 2026 | buy | FINV | FinVolution Group | Monthly Combined Portfolio | Entered 2026-05 |
| May 1, 2026 | buy | HMC | Honda Motor Co Ltd | Monthly Combined Portfolio | Entered 2026-05 |
| May 1, 2026 | buy | NMIH | NMI Holdings Inc | Monthly Combined Portfolio | Entered 2026-05 |
| May 1, 2026 | buy | SLM | SLM Corp | Monthly Combined Portfolio | Entered 2026-05 |
| May 1, 2026 | buy | UNTY | Unity Bancorp Inc | Monthly Combined Portfolio | Entered 2026-05 |
| May 1, 2026 | buy | VEL | Velocity Financial Inc | Monthly Combined Portfolio | Entered 2026-05 |
| May 1, 2026 | buy | WAL | Western Alliance Bancorp | Monthly Combined Portfolio | Entered 2026-05 |
| May 1, 2026 | buy | WT | WisdomTree Inc | Monthly Combined Portfolio | Entered 2026-05 |
| Apr 30, 2026 | sell | AMZN | Amazon.com Inc | Insideredges.com Monthly Portfolio | Exited 2026-02 |
| Apr 30, 2026 | sell | META | Meta Platforms Inc | Insideredges.com Monthly Portfolio | Exited 2026-02 |
| Apr 30, 2026 | sell | MSFT | Microsoft Corp | Insideredges.com Monthly Portfolio | Exited 2026-02 |
| Apr 30, 2026 | sell | AGM.A | Federal Agricultural Mortgage Corp | Monthly Combined Portfolio | Exited 2026-04 |
| Apr 30, 2026 | sell | AGO | Assured Guaranty Ltd | Monthly Combined Portfolio | Exited 2026-04 |
| Apr 30, 2026 | sell | ESNT | Essent Group Ltd | Monthly Combined Portfolio | Exited 2026-04 |
| Apr 30, 2026 | sell | HMC | Honda Motor Co Ltd | Monthly Combined Portfolio | Exited 2026-04 |
| Apr 30, 2026 | sell | VEL | Velocity Financial Inc | Monthly Combined Portfolio | Exited 2026-04 |
| Apr 1, 2026 | buy | AMZN | Amazon.com Inc | Insideredges.com Monthly Portfolio | Entered 2026-04 |
| Apr 1, 2026 | buy | META | Meta Platforms Inc | Insideredges.com Monthly Portfolio | Entered 2026-04 |
| Apr 1, 2026 | buy | MSFT | Microsoft Corp | Insideredges.com Monthly Portfolio | Entered 2026-04 |
| Apr 1, 2026 | buy | AGM.A | Federal Agricultural Mortgage Corp | Monthly Combined Portfolio | Entered 2026-04 |
| Apr 1, 2026 | buy | AGO | Assured Guaranty Ltd | Monthly Combined Portfolio | Entered 2026-04 |
| Apr 1, 2026 | buy | ESNT | Essent Group Ltd | Monthly Combined Portfolio | Entered 2026-04 |
| Apr 1, 2026 | buy | HMC | Honda Motor Co Ltd | Monthly Combined Portfolio | Entered 2026-04 |
| Apr 1, 2026 | buy | USLM | United States Lime & Minerals Inc | Monthly Combined Portfolio | Entered 2026-04 |
| Apr 1, 2026 | buy | VEL | Velocity Financial Inc | Monthly Combined Portfolio | Entered 2026-04 |
| Mar 31, 2026 | sell | AMZN | Amazon.com Inc | Insideredges.com Monthly Portfolio | Exited 2026-01 |
| Mar 31, 2026 | sell | MSFT | Microsoft Corp | Insideredges.com Monthly Portfolio | Exited 2026-01 |
| Mar 31, 2026 | sell | NVDA | NVIDIA Corp | Insideredges.com Monthly Portfolio | Exited 2026-01 |
| Mar 31, 2026 | sell | ABG | Asbury Automotive Group Inc | Monthly Combined Portfolio | Exited 2026-03 |
| Mar 31, 2026 | sell | AGM.A | Federal Agricultural Mortgage Corp | Monthly Combined Portfolio | Exited 2026-03 |
| Mar 31, 2026 | sell | AGO | Assured Guaranty Ltd | Monthly Combined Portfolio | Exited 2026-03 |
| Mar 31, 2026 | sell | CMRE | Costamare Inc | Monthly Combined Portfolio | Exited 2026-03 |
| Mar 31, 2026 | sell | HMC | Honda Motor Co Ltd | Monthly Combined Portfolio | Exited 2026-03 |
| Mar 2, 2026 | buy | AMZN | Amazon.com Inc | Insideredges.com Monthly Portfolio | Entered 2026-03 |
| Mar 2, 2026 | buy | META | Meta Platforms Inc | Insideredges.com Monthly Portfolio | Entered 2026-03 |
| Mar 2, 2026 | buy | MSFT | Microsoft Corp | Insideredges.com Monthly Portfolio | Entered 2026-03 |
| Mar 2, 2026 | buy | ABG | Asbury Automotive Group Inc | Monthly Combined Portfolio | Entered 2026-03 |
| Mar 2, 2026 | buy | AGM.A | Federal Agricultural Mortgage Corp | Monthly Combined Portfolio | Entered 2026-03 |
| Mar 2, 2026 | buy | AGO | Assured Guaranty Ltd | Monthly Combined Portfolio | Entered 2026-03 |
| Mar 2, 2026 | buy | CMRE | Costamare Inc | Monthly Combined Portfolio | Entered 2026-03 |
| Mar 2, 2026 | buy | HMC | Honda Motor Co Ltd | Monthly Combined Portfolio | Entered 2026-03 |
| Feb 28, 2026 | sell | AMZN | Amazon.com Inc | Insideredges.com Monthly Portfolio | Exited 2025-12 |
| Feb 28, 2026 | sell | MSFT | Microsoft Corp | Insideredges.com Monthly Portfolio | Exited 2025-12 |
| Feb 28, 2026 | sell | NVDA | NVIDIA Corp | Insideredges.com Monthly Portfolio | Exited 2025-12 |
| Feb 28, 2026 | sell | AGO | Assured Guaranty Ltd | Monthly Combined Portfolio | Exited 2026-02 |
| Feb 28, 2026 | sell | BLX | Banco Latinoamericano de Comercio Exterior SA | Monthly Combined Portfolio | Exited 2026-02 |
| Feb 28, 2026 | sell | CMRE | Costamare Inc | Monthly Combined Portfolio | Exited 2026-02 |
| Feb 28, 2026 | sell | HMC | Honda Motor Co Ltd | Monthly Combined Portfolio | Exited 2026-02 |
| Feb 28, 2026 | sell | TMHC | Taylor Morrison Home Corp | Monthly Combined Portfolio | Exited 2026-02 |
| Feb 2, 2026 | buy | AMZN | Amazon.com Inc | Insideredges.com Monthly Portfolio | Entered 2026-02 |
| Feb 2, 2026 | buy | META | Meta Platforms Inc | Insideredges.com Monthly Portfolio | Entered 2026-02 |
| Feb 2, 2026 | buy | MSFT | Microsoft Corp | Insideredges.com Monthly Portfolio | Entered 2026-02 |
| Feb 2, 2026 | buy | AGO | Assured Guaranty Ltd | Monthly Combined Portfolio | Entered 2026-02 |
| Feb 2, 2026 | buy | BLX | Banco Latinoamericano de Comercio Exterior SA | Monthly Combined Portfolio | Entered 2026-02 |
| Feb 2, 2026 | buy | CMRE | Costamare Inc | Monthly Combined Portfolio | Entered 2026-02 |
| Feb 2, 2026 | buy | HMC | Honda Motor Co Ltd | Monthly Combined Portfolio | Entered 2026-02 |
| Feb 2, 2026 | buy | TMHC | Taylor Morrison Home Corp | Monthly Combined Portfolio | Entered 2026-02 |
| Jan 31, 2026 | sell | AMZN | Amazon.com Inc | Insideredges.com Monthly Portfolio | Exited 2025-11 |
| Jan 31, 2026 | sell | MSFT | Microsoft Corp | Insideredges.com Monthly Portfolio | Exited 2025-11 |
| Jan 31, 2026 | sell | NVDA | NVIDIA Corp | Insideredges.com Monthly Portfolio | Exited 2025-11 |
| Jan 31, 2026 | sell | BLX | Banco Latinoamericano de Comercio Exterior SA | Monthly Combined Portfolio | Exited 2026-01 |
| Jan 31, 2026 | sell | CMRE | Costamare Inc | Monthly Combined Portfolio | Exited 2026-01 |
| Jan 31, 2026 | sell | HMC | Honda Motor Co Ltd | Monthly Combined Portfolio | Exited 2026-01 |
| Jan 31, 2026 | sell | KBH | KB Home | Monthly Combined Portfolio | Exited 2026-01 |
| Jan 31, 2026 | sell | TMHC | Taylor Morrison Home Corp | Monthly Combined Portfolio | Exited 2026-01 |
| Jan 1, 2026 | transition | AMAT | Applied Materials Inc | Flagship Fund | Exited 2025 → entered 2026 |
| Jan 1, 2026 | transition | ANET | Arista Networks Inc | Flagship Fund | Exited 2025 → entered 2026 |
| Jan 1, 2026 | buy | APH | Amphenol Corp | Flagship Fund | Entered 2026 |
| Jan 1, 2026 | transition | ASML | ASML Holding NV | Flagship Fund | Exited 2025 → entered 2026 |
| Jan 1, 2026 | sell | BLD | TopBuild Corp | Flagship Fund | Exited 2025 |
| Jan 1, 2026 | buy | CPRT | Copart Inc | Flagship Fund | Entered 2026 |
| Jan 1, 2026 | transition | GMAB | Genmab AS | Flagship Fund | Exited 2025 → entered 2026 |
| Jan 1, 2026 | transition | GOOG | Alphabet Inc | Flagship Fund | Exited 2025 → entered 2026 |
| Jan 1, 2026 | buy | IDXX | IDEXX Laboratories Inc | Flagship Fund | Entered 2026 |
| Jan 1, 2026 | buy | ISRG | Intuitive Surgical Inc | Flagship Fund | Entered 2026 |
| Jan 1, 2026 | transition | KLAC | KLA Corp | Flagship Fund | Exited 2025 → entered 2026 |
| Jan 1, 2026 | buy | LECO | Lincoln Electric Holdings Inc | Flagship Fund | Entered 2026 |
| Jan 1, 2026 | transition | LRCX | Lam Research Corp | Flagship Fund | Exited 2025 → entered 2026 |
| Jan 1, 2026 | transition | META | Meta Platforms Inc | Flagship Fund | Exited 2025 → entered 2026 |
| Jan 1, 2026 | transition | MPWR | Monolithic Power Systems Inc | Flagship Fund | Exited 2025 → entered 2026 |
| Jan 1, 2026 | transition | NSSC | NAPCO Security Technologies Inc | Flagship Fund | Exited 2025 → entered 2026 |
| Jan 1, 2026 | transition | NTES | NetEase Inc | Flagship Fund | Exited 2025 → entered 2026 |
| Jan 1, 2026 | sell | NVDA | NVIDIA Corp | Flagship Fund | Exited 2025 |
| Jan 1, 2026 | transition | NVMI | Nova Ltd | Flagship Fund | Exited 2025 → entered 2026 |
| Jan 1, 2026 | sell | NVO | Novo Nordisk AS | Flagship Fund | Exited 2025 |
| Jan 1, 2026 | buy | ODFL | Old Dominion Freight Line Inc | Flagship Fund | Entered 2026 |
| Jan 1, 2026 | sell | OLED | Universal Display Corp | Flagship Fund | Exited 2025 |
| Jan 1, 2026 | sell | REGN | Regeneron Pharmaceuticals Inc | Flagship Fund | Exited 2025 |
| Jan 1, 2026 | buy | RMD | ResMed Inc | Flagship Fund | Entered 2026 |
| Jan 1, 2026 | sell | STM | STMicroelectronics NV | Flagship Fund | Exited 2025 |
| Jan 1, 2026 | sell | TSM | Taiwan Semiconductor Manufacturing Co Ltd | Flagship Fund | Exited 2025 |
| Jan 1, 2026 | transition | VEEV | Veeva Systems Inc | Flagship Fund | Exited 2025 → entered 2026 |
| Jan 1, 2026 | buy | AMZN | Amazon.com Inc | Insideredges.com Monthly Portfolio | Entered 2026-01 |
| Jan 1, 2026 | buy | MSFT | Microsoft Corp | Insideredges.com Monthly Portfolio | Entered 2026-01 |
| Jan 1, 2026 | buy | NVDA | NVIDIA Corp | Insideredges.com Monthly Portfolio | Entered 2026-01 |
| Jan 1, 2026 | buy | BLX | Banco Latinoamericano de Comercio Exterior SA | Monthly Combined Portfolio | Entered 2026-01 |
| Jan 1, 2026 | buy | CMRE | Costamare Inc | Monthly Combined Portfolio | Entered 2026-01 |
| Jan 1, 2026 | buy | HMC | Honda Motor Co Ltd | Monthly Combined Portfolio | Entered 2026-01 |
| Jan 1, 2026 | buy | KBH | KB Home | Monthly Combined Portfolio | Entered 2026-01 |
| Jan 1, 2026 | buy | TMHC | Taylor Morrison Home Corp | Monthly Combined Portfolio | Entered 2026-01 |
| Dec 31, 2025 | sell | AMZN | Amazon.com Inc | Insideredges.com Monthly Portfolio | Exited 2025-10 |
| Dec 31, 2025 | sell | MSFT | Microsoft Corp | Insideredges.com Monthly Portfolio | Exited 2025-10 |
| Dec 31, 2025 | sell | NVDA | NVIDIA Corp | Insideredges.com Monthly Portfolio | Exited 2025-10 |
| Dec 31, 2025 | sell | AGO | Assured Guaranty Ltd | Monthly Combined Portfolio | Exited 2025-12 |
| Dec 31, 2025 | sell | BLX | Banco Latinoamericano de Comercio Exterior SA | Monthly Combined Portfolio | Exited 2025-12 |
| Dec 31, 2025 | sell | CMRE | Costamare Inc | Monthly Combined Portfolio | Exited 2025-12 |
| Dec 31, 2025 | sell | HMC | Honda Motor Co Ltd | Monthly Combined Portfolio | Exited 2025-12 |
| Dec 31, 2025 | sell | TMHC | Taylor Morrison Home Corp | Monthly Combined Portfolio | Exited 2025-12 |
| Dec 1, 2025 | buy | AMZN | Amazon.com Inc | Insideredges.com Monthly Portfolio | Entered 2025-12 |
| Dec 1, 2025 | buy | MSFT | Microsoft Corp | Insideredges.com Monthly Portfolio | Entered 2025-12 |
| Dec 1, 2025 | buy | NVDA | NVIDIA Corp | Insideredges.com Monthly Portfolio | Entered 2025-12 |
| Dec 1, 2025 | buy | AGO | Assured Guaranty Ltd | Monthly Combined Portfolio | Entered 2025-12 |
| Dec 1, 2025 | buy | BLX | Banco Latinoamericano de Comercio Exterior SA | Monthly Combined Portfolio | Entered 2025-12 |
| Dec 1, 2025 | buy | CMRE | Costamare Inc | Monthly Combined Portfolio | Entered 2025-12 |
| Dec 1, 2025 | buy | HMC | Honda Motor Co Ltd | Monthly Combined Portfolio | Entered 2025-12 |
| Dec 1, 2025 | buy | TMHC | Taylor Morrison Home Corp | Monthly Combined Portfolio | Entered 2025-12 |
| Nov 30, 2025 | sell | AMZN | Amazon.com Inc | Insideredges.com Monthly Portfolio | Exited 2025-09 |
| Nov 30, 2025 | sell | MSFT | Microsoft Corp | Insideredges.com Monthly Portfolio | Exited 2025-09 |
| Nov 30, 2025 | sell | NVDA | NVIDIA Corp | Insideredges.com Monthly Portfolio | Exited 2025-09 |
| Nov 30, 2025 | sell | BLX | Banco Latinoamericano de Comercio Exterior SA | Monthly Combined Portfolio | Exited 2025-11 |
| Nov 30, 2025 | sell | CMRE | Costamare Inc | Monthly Combined Portfolio | Exited 2025-11 |
| Nov 30, 2025 | sell | HMC | Honda Motor Co Ltd | Monthly Combined Portfolio | Exited 2025-11 |
| Nov 30, 2025 | sell | KB | KB Financial Group Inc | Monthly Combined Portfolio | Exited 2025-11 |
| Nov 30, 2025 | sell | TMHC | Taylor Morrison Home Corp | Monthly Combined Portfolio | Exited 2025-11 |
| Nov 3, 2025 | buy | AMZN | Amazon.com Inc | Insideredges.com Monthly Portfolio | Entered 2025-11 |
| Nov 3, 2025 | buy | MSFT | Microsoft Corp | Insideredges.com Monthly Portfolio | Entered 2025-11 |
| Nov 3, 2025 | buy | NVDA | NVIDIA Corp | Insideredges.com Monthly Portfolio | Entered 2025-11 |
| Nov 3, 2025 | buy | BLX | Banco Latinoamericano de Comercio Exterior SA | Monthly Combined Portfolio | Entered 2025-11 |
| Nov 3, 2025 | buy | CMRE | Costamare Inc | Monthly Combined Portfolio | Entered 2025-11 |
| Nov 3, 2025 | buy | HMC | Honda Motor Co Ltd | Monthly Combined Portfolio | Entered 2025-11 |
| Nov 3, 2025 | buy | KB | KB Financial Group Inc | Monthly Combined Portfolio | Entered 2025-11 |
| Nov 3, 2025 | buy | TMHC | Taylor Morrison Home Corp | Monthly Combined Portfolio | Entered 2025-11 |
| Oct 31, 2025 | sell | AMZN | Amazon.com Inc | Insideredges.com Monthly Portfolio | Exited 2025-08 |
| Oct 31, 2025 | sell | MSFT | Microsoft Corp | Insideredges.com Monthly Portfolio | Exited 2025-08 |
| Oct 31, 2025 | sell | NVDA | NVIDIA Corp | Insideredges.com Monthly Portfolio | Exited 2025-08 |
| Oct 31, 2025 | sell | AGM.A | Federal Agricultural Mortgage Corp | Monthly Combined Portfolio | Exited 2025-10 |
| Oct 31, 2025 | sell | AGO | Assured Guaranty Ltd | Monthly Combined Portfolio | Exited 2025-10 |
| Oct 31, 2025 | sell | CMRE | Costamare Inc | Monthly Combined Portfolio | Exited 2025-10 |
| Oct 31, 2025 | sell | HMC | Honda Motor Co Ltd | Monthly Combined Portfolio | Exited 2025-10 |
| Oct 31, 2025 | sell | KB | KB Financial Group Inc | Monthly Combined Portfolio | Exited 2025-10 |