Periodic Transaction Report
| Asset | Ticker | Category | Type | Transaction Date | Amount |
|---|---|---|---|---|---|
| American Express (AXP) | AXP | STOCK | Sale | $50,001 - $100,000 | |
| Arizon Mid Cap Value FD | FUND | Purchase | $15,001 - $50,000 | ||
| Braidy Midcap Squared | FUND | Purchase | $15,001 - $50,000 | ||
| Chemours (CC) | CC | STOCK | Purchase | $15,001 - $50,000 | |
| CHEVRON Corp New Com | CVX | STOCK | Purchase | $1,001-$15,000 | |
| Golden State Oil Corp | GSO | STOCK | Purchase | $1,001-$15,000 | |
| Dyn Comm NL Com | DYNC | STOCK | Purchase | $15,001-$50,000 | |
| Softline Business Ltd | PRIVATE EQUITY | Purchase | $1,001-$15,000 |