Matrix Asset Advisors is a US institutional investor whose quarterly SEC 13F-HR filings are reconstructed as a
kappi trade record. Positions are derived from public filings, not from a self-reported screenshot.
| Symbol | Side | Asset | Entry | Exit | PnL % |
Opened | Closed | Record |
|---|
| SCWO | buy | Stocks | 2.04 | 1.90 | -6.86% | 2025-12-31T20:59:59.000Z | 2026-06-30T19:59:59.000Z | OPEN: bought 10,000 shares of SCWO | CLOSE: sold all my SCWO shares |
| MRKR | buy | Stocks | 5.67 | 1.67 | -70.52% | 2021-12-31T20:59:59.000Z | 2026-06-30T19:59:59.000Z | OPEN: bought 150,000 shares of MRKR | ADD: added 100,000 shares of MRKR | ADD: added 150,000 shares of MRKR | TRIM: trimmed 150,000 shares of MRKR | TRIM: trimmed 225,000 shares of MRKR | ADD: added 15,000 shares of MRKR | TRIM: trimmed 25,000 shares of MRKR | CLOSE: sold all my MRKR shares |
| DCGO | buy | Stocks | 4.24 | 0.52 | -87.83% | 2024-12-31T20:59:59.000Z | 2026-06-30T19:59:59.000Z | OPEN: bought 100,000 shares of DCGO | CLOSE: sold all my DCGO shares |
| UNH | buy | Stocks | 345.30 | 272.51 | -21.08% | 2025-09-30T19:59:59.000Z | 2026-03-31T19:59:59.000Z | OPEN: bought 745 shares of UNH | TRIM: trimmed 24 shares of UNH | CLOSE: sold all my UNH shares |
| TSLA | buy | Stocks | 444.72 | 383.67 | -13.73% | 2025-09-30T19:59:59.000Z | 2026-03-31T19:59:59.000Z | OPEN: bought 595 shares of TSLA | TRIM: trimmed 91 shares of TSLA | CLOSE: sold all my TSLA shares |
| LHX | buy | Stocks | 185.99 | 319.79 | 71.94% | 2020-09-30T19:59:59.000Z | 2026-03-31T19:59:59.000Z | OPEN: bought 8,207 shares of LHX | ADD: added 6,880 shares of LHX | ADD: added 8,812 shares of LHX | ADD: added 42 shares of LHX | TRIM: trimmed 142 shares of LHX | TRIM: trimmed 171 shares of LHX | ADD: added 62 shares of LHX | TRIM: trimmed 53 shares of LHX | TRIM: trimmed 319 shares of LHX | TRIM: trimmed 183 shares of LHX | ADD: added 1,341 shares of LHX | ADD: added 11,874 shares of LHX | ADD: added 22,406 shares of LHX | ADD: added 3,877 shares of LHX | TRIM: trimmed 3,530 shares of LHX | TRIM: trimmed 1,056 shares of LHX | TRIM: trimmed 829 shares of LHX | TRIM: trimmed 895 shares of LHX | TRIM: trimmed 1,099 shares of LHX | TRIM: trimmed 13,819 shares of LHX | TRIM: trimmed 768 shares of LHX | CLOSE: sold all my LHX shares |
| IBM | buy | Stocks | 221.44 | 256.98 | 16.05% | 2024-09-30T19:59:59.000Z | 2026-03-31T19:59:59.000Z | OPEN: bought 1,123 shares of IBM | ADD: added 2 shares of IBM | ADD: added 4 shares of IBM | TRIM: trimmed 289 shares of IBM | ADD: added 5 shares of IBM | TRIM: trimmed 26 shares of IBM | CLOSE: sold all my IBM shares |
| GD | buy | Stocks | 211.55 | 327.51 | 54.81% | 2020-12-31T20:59:59.000Z | 2026-03-31T19:59:59.000Z | OPEN: bought 3,698 shares of GD | ADD: added 18,096 shares of GD | TRIM: trimmed 201 shares of GD | ADD: added 121 shares of GD | ADD: added 267 shares of GD | ADD: added 621 shares of GD | TRIM: trimmed 183 shares of GD | ADD: added 336 shares of GD | TRIM: trimmed 378 shares of GD | ADD: added 227 shares of GD | ADD: added 14,462 shares of GD | TRIM: trimmed 855 shares of GD | TRIM: trimmed 1,056 shares of GD | TRIM: trimmed 9,767 shares of GD | ADD: added 88 shares of GD | ADD: added 123 shares of GD | ADD: added 8,073 shares of GD | ADD: added 2,444 shares of GD | TRIM: trimmed 5,166 shares of GD | TRIM: trimmed 1,197 shares of GD | CLOSE: sold all my GD shares |
| BMY | buy | Stocks | 53.31 | 60.65 | 13.77% | 2025-12-31T20:59:59.000Z | 2026-03-31T19:59:59.000Z | OPEN: bought 3,929 shares of BMY | CLOSE: sold all my BMY shares |
| SCHD | buy | Stocks | 27.96 | 27.40 | -2.00% | 2025-03-31T19:59:59.000Z | 2025-12-31T20:59:59.000Z | OPEN: bought 19,557 shares of SCHD | TRIM: trimmed 4,188 shares of SCHD | CLOSE: sold all my SCHD shares |
These are the 10 most recent closed trades, which is what any signed-out visitor
sees. The full filing history is available to account holders at
https://kappi.me/trader/6a68fc86c7d427f1b4e6f7e5.