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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 24-Sep-19 5:19 PM View:  | Cnl Healthcare Properties I... (N/A) | 20-Sep-19 | Disposition (other) | 1,080 | $9.92 | $10,718.60 | (9%) 11.66K to 10.59K | |
| 22-Oct-18 4:00 PM View: | Cnl Healthcare Properties I... (N/A) | 19-Oct-18 | Disposition (other) | 1,148 | $10.06 | $11,548.90 | (9%) 12.65K to 11.5K | |
| 26-Aug-14 5:19 PM View: | Cnl Growth Properties, Inc. (NONE) | 26-Aug-14 | Gift | 367 | -- | -- | 90% 0.41K to 0.78K | |
| 13-Aug-14 4:08 PM View: | Global Income Trust, Inc. (NONE) | 13-Aug-14 | Gift | 403 | -- | -- | 108% 0.37K to 0.78K | |
| 15-May-13 1:34 PM View: | Global Income Trust, Inc. (NONE) | 13-May-13 | Gift | 374 | -- | -- | 100% 0 to 0.37K | |
| 15-May-13 1:38 PM View: | Cnl Growth Properties, Inc. (NONE) | 13-May-13 | Gift | 374 | -- | -- | 100% 0 to 0.37K |