| Charles Schwab Investment Ac | GLD | SELL | Nov 29, 23 | $15K - $50K |
| Charles Schwab Investment Ac | GDX | SELL | Aug 11, 23 | $1K - $15K |
| Charles Schwab Investment Ac | GLD | SELL | Apr 17, 23 | $1K - $15K |
| Charles Schwab Investment Ac | GLD | SELL | Mar 20, 23 | $1K - $15K |
| Morgan Stanley Investment Ac | OTHER | SELL | Feb 21, 23 | $15K - $50K |
| Columbia Acorn International | OTHER | SELL | Dec 27, 22 | $1K - $15K |
| Morgan Stanley Investment Ac | OTHER | SELL | Jun 7, 22 | $1K - $15K |
| Morgan Stanley Investment Ac | OTHER | SELL | Jun 7, 22 | $15K - $50K |
| Columbia Acorn International | OTHER | SELL | Dec 20, 21 | $15K - $50K |
| Morgan Stanley Investment Ac | OTHER | SELL | Oct 12, 21 | $1K - $15K |