Market Actions for July 2024

Sell transactions in Plug Power $PLUGPLUGPlug Power3,822 FollowersFollow, Ballard Power Systems $BLDPBLDPBallard Power Systems18,230 FollowersFollow, Katapult Holdings $KPLTKPLTKatapult Holdings2,445 FollowersFollow, Clean Energy Fuels $CLNECLNEClean Energy Fuels24,320 FollowersFollow, and Bloom Energy $BEBEand Bloom Energy2,915 FollowersFollow.

Congress TradesTechnologySoftware - Infrastructure

Sell transactions in iShares MSCI EAFE ETF $EFAEFAiShares MSCI EAFE ETF21,344 FollowersFollow, iShares 7-10 Year Treasury Bond ETF $IEFIEFiShares 7-10 Year Treasury Bond ETF1,162 FollowersFollow, iShares Core S&P 500 ETF $IVVIVViShares Core S&P 500 ETF1,705 FollowersFollow, SPDR MidCap Trust Series I $MDYMDYSPDR MidCap Trust Series I4,994 FollowersFollow, and iShares 1-3 Year Treasury Bond ETF $SHYSHYand iShares 1-3 Year Treasury Bond ETF10,884 FollowersFollow.

5Congress Trades

Sell transactions in Microsoft Corp $MSFTMSFTMicrosoft Corp16,724 FollowersFollow, Exxon Mobil Corp $XOMXOMExxon Mobil Corp15,894 FollowersFollow, and Citigroup Inc $CCand Citigroup Inc867 FollowersFollow.

Congress Trades

Sell transactions in Berkshire Hathaway Cl B $BRK.BBRK.BBerkshire Hathaway Cl B13,615 FollowersFollow.

Congress Trades

Buy transactions in Stride Inc $LRNLRNStride Inc4,456 FollowersFollow.

Congress Trades

Buy transaction in Vanguard FTSE Developed Markets ETF $VEAVEAVanguard FTSE Developed Markets ETF13,650 FollowersFollow.

VEACongress TradesETF / Fund

Sell transactions in Berkshire Hathaway Cl B $BRK.BBRK.BBerkshire Hathaway Cl B13,615 FollowersFollow.

Congress Trades

Sell transaction in SPDR MidCap Trust Series I $MDYMDYSPDR MidCap Trust Series I4,994 FollowersFollow.

MDYCongress Trades

Buy transactions in Broadcom Ltd $AVGOAVGOBroadcom Ltd22,141 FollowersFollow.

Congress Trades

Sell transaction in iShares Core S&P 500 ETF $IVVIVViShares Core S&P 500 ETF1,705 FollowersFollow.

IVVCongress TradesAsset Management - Global

Exit $435.0M of disclosed value in Robinhood Markets Inc $HOODHOODRobinhood Markets Inc8,188 FollowersFollow.

HOODTop InvestorsFinancial ServicesFinancial - Capital Markets

Exit $149.3M of disclosed value in Zoom Communications, Inc. $ZMZMZoom Communications, Inc.3,667 FollowersFollow.

ZMTop InvestorsTechnologySoftware - Application

Exit $236.2M of disclosed value in DraftKings Inc. $DKNGDKNGDraftKings Inc.5,152 FollowersFollow.

DKNGTop InvestorsConsumer CyclicalGambling, Resorts & Casinos

Trim $790.9M of disclosed value in Coinbase Global Inc $COINCOINCoinbase Global Inc3,057 FollowersFollow.

COINTop InvestorsFinancial ServicesFinancial - Data & Stock Exchanges

Exit $183.8M of disclosed value in Unity Software Inc. $UUUnity Software Inc.885 FollowersFollow.

UTop InvestorsTechnologySoftware - Application

Trim $377.2M of disclosed value in UiPath Inc. $PATHPATHUiPath Inc.17,221 FollowersFollow.

PATHTop InvestorsTechnologySoftware - Infrastructure

Trim $534.8M of disclosed value in Block, Inc. $SQSQBlock, Inc.3,454 FollowersFollow.

SQTop InvestorsTechnologySoftware - Infrastructure

Exit $259.5M of disclosed value in Intellia Therapeutics, Inc. $NTLANTLAIntellia Therapeutics, Inc.23,643 FollowersFollow.

NTLATop InvestorsHealthcareBiotechnology

Exit $329.9M of disclosed value in Palantir Technologies Inc $PLTRPLTRPalantir Technologies Inc3,802 FollowersFollow.

PLTRTop InvestorsSoftware - Infrastructure

Exit $178.7M of disclosed value in Beam Therapeutics Inc. $BEAMBEAMBeam Therapeutics Inc.11,407 FollowersFollow.

BEAMTop InvestorsHealthcareBiotechnology