| MSTR | $15K - $50K | stock | Purchase | Jul 01, 2024 | -56.7% |
| GOOGL | $1K - $15K | stock | Sale (Partial) | Apr 02, 2024 | — |
| GOOGL | $1K - $15K | stock | Sale (Partial) | Apr 02, 2024 | — |
| GOOG | $1K - $15K | stock | Sale (Partial) | Apr 02, 2024 | — |
| GOOG | $1K - $15K | stock | Sale (Partial) | Apr 02, 2024 | — |
| AMZN | $1K - $15K | stock | Sale (Partial) | Apr 02, 2024 | — |
| AMZN | $1K - $15K | stock | Sale (Partial) | Apr 02, 2024 | — |
| AAPL | $15K - $50K | stock | Sale (Partial) | Apr 02, 2024 | — |
| AAPL | $15K - $50K | stock | Sale (Partial) | Apr 02, 2024 | — |
| BRK.B | $1K - $15K | stock | Sale (Partial) | Apr 02, 2024 | — |
| BRK.B | $1K - $15K | stock | Sale (Partial) | Apr 02, 2024 | — |
| MSFT | $1K - $15K | stock | Sale (Partial) | Apr 02, 2024 | — |
| MSFT | $1K - $15K | stock | Sale (Partial) | Apr 02, 2024 | — |
| GOOGL | $1K - $15K | stock | Sale (Partial) | Jan 25, 2024 | — |
| GOOGL | $1K - $15K | stock | Sale (Partial) | Jan 25, 2024 | — |
| GOOG | $1K - $15K | stock | Sale (Partial) | Jan 25, 2024 | — |
| GOOG | $1K - $15K | stock | Sale (Partial) | Jan 25, 2024 | — |
| AMZN | $1K - $15K | stock | Sale (Partial) | Jan 25, 2024 | — |
| AMZN | $1K - $15K | stock | Sale (Partial) | Jan 25, 2024 | — |
| AAPL | $15K - $50K | stock | Sale (Partial) | Jan 25, 2024 | — |
| AAPL | $15K - $50K | stock | Sale (Partial) | Jan 25, 2024 | — |
| BRK.B | $1K - $15K | stock | Sale (Partial) | Jan 25, 2024 | — |
| BRK.B | $1K - $15K | stock | Sale (Partial) | Jan 25, 2024 | — |
| MSFT | $1K - $15K | stock | Sale (Partial) | Jan 25, 2024 | — |
| MSFT | $1K - $15K | stock | Sale (Partial) | Jan 25, 2024 | — |
| AXP | $1K - $15K | stock | Sale | Jan 23, 2023 | — |
| CMPS | $1K - $15K | stock | Sale | Jan 23, 2023 | — |
| AXP | $1K - $15K | stock | Sale | Jan 23, 2023 | — |
| AXP | $50K - $100K | stock | Sale | Jan 23, 2023 | — |
| APO | $1K - $15K | stock | Sale | Jan 23, 2023 | — |
| APO | $1K - $15K | stock | Sale | Jan 23, 2023 | — |
| APO | $100K - $250K | stock | Sale | Jan 23, 2023 | — |
| BIIB | $15K - $50K | stock | Sale | Jan 23, 2023 | — |
| BX | $50K - $100K | stock | Sale | Jan 23, 2023 | — |
| CHRS | $15K - $50K | stock | Sale | Jan 23, 2023 | — |
| KKR | $15K - $50K | stock | Sale | Jan 23, 2023 | — |
| SBUX | $1K - $15K | stock | Sale | Jan 23, 2023 | — |
| SBUX | $1K - $15K | stock | Sale | Jan 23, 2023 | — |
| SBUX | $15K - $50K | stock | Sale | Jan 23, 2023 | — |
| CG | $15K - $50K | stock | Sale (Partial) | Jan 23, 2023 | — |
| CG | $15K - $50K | stock | Sale | Jan 23, 2023 | — |
| WMT | $1K - $15K | stock | Sale | Jan 23, 2023 | — |
| TSLA | $1K - $15K | stock | Sale | Jan 23, 2023 | — |
| TSLA | $1K - $15K | stock | Sale | Jan 23, 2023 | — |
| CG | $1K - $15K | stock | Sale (Partial) | Jan 23, 2023 | — |
| WMT | $1K - $15K | stock | Sale | Jan 23, 2023 | — |
| COIN | $1K - $15K | stock | Sale | Dec 20, 2022 | — |