| 1 | 2024-07-01 | MSTR | MicroStrategy Incorporated - Class A Common Stock | Purchase | Self | $15,001 - $50,000 | 20030869 | |
| 2 | 2024-04-02 | GOOGL | Alphabet Inc. - Class A Common Stock | Sale (partial) | Self | $1,001 - $15,000 | 20024862 | |
| 3 | 2024-04-02 | GOOGL | Alphabet Inc. - Class A Common Stock | Sale (partial) | Self | $1,001 - $15,000 | 20024862 | |
| 4 | 2024-04-02 | GOOG | Alphabet Inc. - Class C Capital Stock | Sale (partial) | Self | $1,001 - $15,000 | 20024862 | |
| 5 | 2024-04-02 | GOOG | Alphabet Inc. - Class C Capital Stock | Sale (partial) | Self | $1,001 - $15,000 | 20024862 | |
| 6 | 2024-04-02 | AMZN | Amazon.com, Inc. - Common Stock | Sale (partial) | Self | $1,001 - $15,000 | 20024862 | |
| 7 | 2024-04-02 | AMZN | Amazon.com, Inc. - Common Stock | Sale (partial) | Self | $1,001 - $15,000 | 20024862 | |
| 8 | 2024-04-02 | AAPL | Apple Inc. - Common Stock | Sale (partial) | Self | $15,001 - $50,000 | 20024862 | |
| 9 | 2024-04-02 | BRK.B | Berkshire Hathaway Inc. New Common Stock | Sale (partial) | Self | $1,001 - $15,000 | 20024862 | |
| 10 | 2024-04-02 | BRK.B | Berkshire Hathaway Inc. New Common Stock | Sale (partial) | Self | $1,001 - $15,000 | 20024862 | |
| 11 | 2024-04-02 | MSFT | Microsoft Corporation - Common Stock | Sale (partial) | Self | $1,001 - $15,000 | 20024862 | |
| 12 | 2024-04-02 | MSFT | Microsoft Corporation - Common Stock | Sale (partial) | Self | $1,001 - $15,000 | 20024862 | |
| 13 | 2024-02-05 | — | Bitcoin | Sale | Self | $250,001 - $500,000 | 20024468 | |
| 14 | 2024-02-05 | — | Ethereum | Sale | Self | $100,001 - $250,000 | 20024468 | |
| 15 | 2024-02-05 | — | Litecoin | Sale | Self | $15,001 - $50,000 | 20024468 | |
| 16 | 2024-01-25 | GOOGL | Alphabet Inc. - Class A Common Stock | Sale (partial) | Self | $1,001 - $15,000 | 20024468 | |
| 17 | 2024-01-25 | GOOGL | Alphabet Inc. - Class A Common Stock | Sale (partial) | Self | $1,001 - $15,000 | 20024468 | |
| 18 | 2024-01-25 | GOOG | Alphabet Inc. - Class C Capital Stock | Sale (partial) | Self | $1,001 - $15,000 | 20024468 | |
| 19 | 2024-01-25 | GOOG | Alphabet Inc. - Class C Capital Stock | Sale (partial) | Self | $1,001 - $15,000 | 20024468 | |
| 20 | 2024-01-25 | AMZN | Amazon.com, Inc. - Common Stock | Sale (partial) | Self | $1,001 - $15,000 | 20024468 | |
| 21 | 2024-01-25 | AMZN | Amazon.com, Inc. - Common Stock | Sale (partial) | Self | $1,001 - $15,000 | 20024468 | |
| 22 | 2024-01-25 | AAPL | Apple Inc. - Common Stock | Sale (partial) | Self | $15,001 - $50,000 | 20024468 | |
| 23 | 2024-01-25 | BRK.B | Berkshire Hathaway Inc. New Common Stock | Sale (partial) | Self | $1,001 - $15,000 | 20024468 | |
| 24 | 2024-01-25 | BRK.B | Berkshire Hathaway Inc. New Common Stock | Sale (partial) | Self | $1,001 - $15,000 | 20024468 | |
| 25 | 2024-01-25 | MSFT | Microsoft Corporation - Common Stock | Sale (partial) | Self | $1,001 - $15,000 | 20024468 | |
| 26 | 2024-01-25 | MSFT | Microsoft Corporation - Common Stock | Sale (partial) | Self | $1,001 - $15,000 | 20024468 | |
| 27 | 2023-01-23 | AXP | American Express Company | Sale | Self | $1,001 - $15,000 | 20022380 | |
| 28 | 2023-01-23 | AXP | American Express Company | Sale | Self | $1,001 - $15,000 | 20022380 | |
| 29 | 2023-01-23 | AXP | American Express Company | Sale | Self | $50,001 - $100,000 | 20022380 | |
| 30 | 2023-01-23 | APO | Apollo Global Management, Inc. | Sale | Self | $1,001 - $15,000 | 20022380 | |
| 31 | 2023-01-23 | APO | Apollo Global Management, Inc. | Sale | Self | $1,001 - $15,000 | 20022380 | |
| 32 | 2023-01-23 | APO | Apollo Global Management, Inc. | Sale | Self | $100,001 - $250,000 | 20022380 | |
| 33 | 2023-01-23 | BIIB | Biogen Inc. | Sale | Self | $15,001 - $50,000 | 20022380 | |
| 34 | 2023-01-23 | CHRS | Coherus BioSciences, Inc. | Sale | Self | $15,001 - $50,000 | 20022380 | |
| 35 | 2023-01-23 | CMPS | COMPASS Pathways Plc - American Depository Shares | Sale | Self | $1,001 - $15,000 | 20022380 | |
| 36 | 2023-01-23 | KKR | KKR & Co. Inc. | Sale | Self | $15,001 - $50,000 | 20022380 | |
| 37 | 2023-01-23 | SBUX | Starbucks Corporation | Sale | Self | $1,001 - $15,000 | 20022380 | |
| 38 | 2023-01-23 | SBUX | Starbucks Corporation | Sale | Self | $1,001 - $15,000 | 20022380 | |
| 39 | 2023-01-23 | SBUX | Starbucks Corporation | Sale | Self | $15,001 - $50,000 | 20022380 | |
| 40 | 2023-01-23 | TSLA | Tesla, Inc. | Sale | Self | $1,001 - $15,000 | 20022380 | |
| 41 | 2023-01-23 | TSLA | Tesla, Inc. | Sale | Self | $1,001 - $15,000 | 20022380 | |
| 42 | 2023-01-23 | CG | The Carlyle Group Inc. | Sale (partial) | Self | $1,001 - $15,000 | 20022380 | |
| 43 | 2023-01-23 | CG | The Carlyle Group Inc. | Sale (partial) | Self | $15,001 - $50,000 | 20022380 | |
| 44 | 2023-01-23 | CG | The Carlyle Group Inc. | Sale | Self | $15,001 - $50,000 | 20022380 | |
| 45 | 2023-01-23 | WMT | Walmart Inc. | Sale | Self | $1,001 - $15,000 | 20022380 | |
| 46 | 2023-01-23 | WMT | Walmart Inc. | Sale | Self | $1,001 - $15,000 | 20022380 | |
| 47 | 2022-12-20 | COIN | Coinbase Global, Inc. - Class A | Sale | Self | $1,001 - $15,000 | 20022380 | |
| 48 | 2022-08-01 | TSLA | Tesla, Inc. | Sale | Self | $50,001 - $100,000 | 20022380 | |
| 49 | 2022-06-24 | BEKE | KE Holdings Inc American Depositary Shares | Sale | Self | $15,001 - $50,000 | 20022380 | |
| 50 | 2022-04-22 | JD | JD.com, Inc. - American Depositary Shares | Sale | Self | $1,001 - $15,000 | 20022380 | |
| 51 | 2022-04-22 | TCEHY | Tencent Holdings Limited Unsponsored ADR Representing B Shares | Sale | Self | $1,001 - $15,000 | 20022380 | |
| 52 | 2022-04-22 | — | Tencent Music Entertainment Group American Depositary Shares, each | Sale | Self | $1,001 - $15,000 | 20022380 | |
