Below is a summary of our buying and selling activity over the last several months in our active fund.
We do not have any short positions.
This fund represents a small percentage of our holdings—we are not strong believers in this type of active trading.
This fund is currently being used for experimental reasons.
We provide this information as a reference only.
Please apply your own discretion and consider your own goals before investing.
Some of these investments may be too risky for your situation.
|Action||% of Portfolio||Asset||Date|
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|Buy ||0-1 ||BABA ||August 19, 2022|
|Buy ||1-3 ||VWO ||June 23, 2022|
|Buy ||0-1 ||VXUS ||May 12, 2022|
|Buy ||0-1 ||HAL ||May 12, 2022|
|Buy ||0-1 ||BRK.B ||May 12, 2022|
|Buy ||0-1 ||GDX ||May 6, 2022|
|Sell ||1-3 ||VOO ||January 14, 2022|