| Date | Ticker / Asset | Type | Amount | Oversight |
|---|---|---|---|---|
| Oct 29, 2025 | IBIT | Purchase | $15,001 - $50,000 | — |
| Oct 20, 2025 | BTC | Purchase | $100,001 - $250,000 | — |
| Jul 17, 2025 | IBIT | Purchase | $50,001 - $100,000 | — |
| Jul 8, 2025 | BTC | Purchase | $100,001 - $250,000 | — |
| Jul 7, 2025 | QQQ ETF | Purchase | $1,001 - $15,000 | — |
| Jun 23, 2025 | BTC | Purchase | $100,001 - $250,000 | — |
| Jun 23, 2025 | DIA ETF | Purchase | $1,001 - $15,000 | — |
| Jun 23, 2025 | QQQ ETF | Purchase | $1,001 - $15,000 | — |
| Jun 23, 2025 | RSP ETF | Purchase | $1,001 - $15,000 | — |
| Jun 23, 2025 | TOIXX | Sale | $1,001 - $15,000 | — |
| Jun 23, 2025 | TTTXX | Sale | $15,001 - $50,000 | — |
| Jun 20, 2025 | BTC | Purchase | $500,001 - $1,000,000 | — |
| Jun 20, 2025 | DIA ETF | Sale | $100,001 - $250,000 | — |
| Jun 20, 2025 | QQQ ETF | Sale | $100,001 - $250,000 | — |
| Jun 20, 2025 | RSP ETF | Sale | $100,001 - $250,000 | — |
| May 18, 2025 | Bitcoin | Purchase | $50,001 - $100,000 | — |
| May 13, 2025 | Bitcoin | Purchase | $100,001 - $250,000 | — |
| May 12, 2025 | TOIXX | Purchase | $15,001 - $50,000 | — |
| Apr 16, 2025 | TOIXX | Purchase | $1,001 - $15,000 | — |
| Mar 28, 2025 | RSP | Purchase | $1,001 - $15,000 | — |
| Feb 27, 2025 | Bitcoin | Purchase | $100,001 - $250,000 | — |
| Jan 29, 2025 | Bitcoin | Purchase | $100,001 - $250,000 | — |