| Oct 24, 2025 | COSTCostco Wholesale Corp. (COST) | Sell | $1k - $15k | |
| Oct 24, 2025 | IWFiShares Russell 1000 Growth ETF (IWF) | Buy | $1k - $15k | |
| Oct 24, 2025 | Schwab Treasury Obligations Money Fund Investor Class Shares (SNOXX) | Sell | $1k - $15k | |
| Sep 4, 2025 | | Buy | $100k - $250k | |
| Sep 4, 2025 | | Buy | $1k - $15k | |
| Aug 21, 2025 | Arthur Ventures Growth IV, LP | Buy | $1k - $15k | |
| Aug 21, 2025 | Arthur Ventures Growth IV, LP | Buy | $100k - $250k | |
| Jul 25, 2025 | Arthur Ventures V, LP - Zizzle Health | Buy | $15k - $50k | |
| Jul 25, 2025 | Arthur Ventures V, LP - Senior Sign | Buy | $1k - $15k | |
| Jul 25, 2025 | Arthur Ventures Growth IV, LP - Foundant Technologies | Exchange | $100k - $250k | |
| Jul 25, 2025 | Arthur Ventures Growth IV, LP - Giving Data Holdings, Inc. | Sell | $1k - $15k | |
| Jul 25, 2025 | Arthur Ventures Growth IV, LP - Office Puzzle Holdings, Inc. | Buy | $100k - $250k | |
| Jul 25, 2025 | Arthur Ventures Growth IV, LP - Office Puzzle Holdings, Inc. | Buy | $1k - $15k | |
| Jul 25, 2025 | Arthur Ventures Growth IV, LP - Foundant Technologies | Exchange | $1k - $15k | |
| Jul 25, 2025 | Arthur Ventures Growth IV, LP - Giving Data Holdings, Inc. | Sell | $100k - $250k | |
| Jun 6, 2025 | Arthur Ventures II, LP - Jane Software, Inc. | Sell | $1M - $5M | |
| Jun 3, 2025 | SPYSPDR S&P 500 ETF Trust (SPY) | Buy | $15k - $50k | |
| May 16, 2025 | Arthur Ventures III, LP - GivingData Holdings, Inc. | Sell | $250k - $500k | |
| May 16, 2025 | Arthur Ventures III, LP - Foundant Technologies | Exchange | $250k - $500k | |
| May 2, 2025 | GSIMXGoldman Sachs GQG Partners International Opportunities Fund Institutional Class Shs (GSIMX) | Buy | $1k - $15k | |
| May 2, 2025 | GQGIXGQG PartnersEmerging Markets Equity Fund Institutional Class Shares (GQGIX) | Buy | $1k - $15k | |
| Apr 16, 2025 | CDDRXColumbia Dividend Income Fund Institutional 2 Class Shares (CDDRX) | Buy | $1k - $15k | |
| Apr 16, 2025 | JIGFXJanus Henderson Overseas Fund Class I Shares (JIGFX) | Buy | $1k - $15k | |
| Apr 16, 2025 | IWFiShares Russell 1000 Growth ETF (IWF) | Buy | $1k - $15k | |
| Apr 16, 2025 | VEIRXVanguard Equity Income Fund Admiral Shares (VEIRX) | Buy | $1k - $15k | |
| Apr 16, 2025 | Vanguard Intermediate-TermBond | Sell | $1k - $15k | |
| Apr 10, 2025 | Arthur Ventures Growth III, LP - Threatlocker | Sell | $1k - $15k | |
| Apr 10, 2025 | Arthur Ventures III, LP - Threatlocker | Sell | $15k - $50k | |
| Apr 7, 2025 | LWO Fund II, LP - Glass Fab Holdings, LLC | Sell | $15k - $50k | |
| Mar 28, 2025 | CDDRXColumbia Dividend Income Fund Institutional 2 Class Shares (CDDRX) | Buy | $15k - $50k | |
| Mar 28, 2025 | GSIMXGoldman Sachs GQG Partners International Opportunities Fund Institutional Class Shs (GSIMX) | Buy | $1k - $15k | |
| Mar 28, 2025 | GQGIXGQG PartnersEmerging Markets Equity Fund Institutional Class Shares (GQGIX) | Buy | $1k - $15k | |
| Mar 28, 2025 | IWFiShares Russell 1000 Growth ETF (IWF) | Buy | $15k - $50k | |
| Mar 28, 2025 | JMGRXJanus Henderson Enterprise Fund Class I Shares (JMGRX) | Buy | $15k - $50k | |
| Mar 28, 2025 | JIGFXJanus Henderson Overseas Fund Class I Shares (JIGFX) | Buy | $15k - $50k | |
| Mar 28, 2025 | MGTIXMassachusetts Investors Growth Stock Fund Class I Shares (MGTIX) | Buy | $15k - $50k | |
| Mar 28, 2025 | TRMIXT Rowe Price Mid-Cap Value Fund, Inc Class I Shares (TRMIX) | Buy | $1k - $15k | |
| Mar 28, 2025 | VEIRXVanguard Equity Income Fund Admiral Shares (VEIRX) | Buy | $15k - $50k | |
| Mar 28, 2025 | VWALXVanguard High-Yield Tax-Exempt Fund Admiral Shares (VWALX) | Buy | $15k - $50k | |
| Mar 26, 2025 | MGTIXMassachusetts Investors Growth Stock Fund Class I Shares (MGTIX) | Buy | $1k - $15k | |
| Mar 26, 2025 | TRMIXT Rowe Price Mid-Cap Value Fund, Inc Class I Shares (TRMIX) | Buy | $1k - $15k | |
| Mar 26, 2025 | LWLamb Weston Holdings, Inc. (LW) | Sell | $1k - $15k | |
| Mar 25, 2025 | CDDRXColumbia Dividend Income Fund Institutional 2 Class Shares (CDDRX) | Buy | $1k - $15k | |
| Mar 25, 2025 | MGTIXMassachusetts Investors Growth Stock Fund Class I Shares (MGTIX) | Buy | $1k - $15k | |
| Mar 25, 2025 | VEIRXVanguard Equity Income Fund Admiral Shares (VEIRX) | Buy | $1k - $15k | |
| Mar 25, 2025 | CIVIXCauseway International Value Fund Institutional Class Shares (CIVIX) | Sell | $1k - $15k | |
| Mar 25, 2025 | EGFIXEdgewood Growth Fund Institutional Class Shares (EGFIX) | Sell | $1k - $15k | |
| Mar 25, 2025 | IDEViShares Core MSCI International Developed Markets ETF (IDEV) | Sell | $1k - $15k | |
| Mar 25, 2025 | GQGIXGQG PartnersEmerging Markets Equity Fund Institutional Class Shares (GQGIX) | Buy | $1k - $15k | |
| Mar 25, 2025 | IWFiShares Russell 1000 Growth ETF (IWF) | Buy | $1k - $15k | |
| Mar 25, 2025 | JIGFXJanus Henderson Overseas Fund Class I Shares (JIGFX) | Buy | $1k - $15k | |
| Mar 25, 2025 | MADCXBlackRockEmerging Markets Fund, Inc Institutional Shares (MADCX) | Sell | $1k - $15k | |
| Mar 25, 2025 | MADVXBlackRock Equity Dividend Fund Institutional Shares (MADVX) | Sell | $1k - $15k | |
| Mar 25, 2025 | MEIIXMFS Value Fund Class I Shares (MEIIX) | Sell | $1k - $15k | |
| Mar 25, 2025 | VONGVanguard Russell 1000 Growth Index Fund ETF Shares (VONG) | Sell | $1k - $15k | |
| Mar 24, 2025 | PIMIXPIMCO Income Fund Institutional Class Shares (PIMIX) | Buy | $1k - $15k | |
| Mar 24, 2025 | VMBSVanguard Mortgage-Backed Securities Index Fund ETF Class Shares (VMBS) | Sell | $1k - $15k | |
| Mar 24, 2025 | Vanguard Intermediate-TermBond | Buy | $1k - $15k | |
| Mar 24, 2025 | Vanguard Total InternationalBond | Sell | $1k - $15k | |
| Mar 24, 2025 | | Sell | $1k - $15k | |
| Mar 24, 2025 | PIMCO Investment Grade CreditBond | Sell | $15k - $50k | |
| Mar 24, 2025 | iShares Broad USD High Yield CorporateBond | Sell | $1k - $15k | |
| Mar 13, 2025 | TFDXXFedFund Institutional Shares (TFDXX) | Sell | $250k - $500k | |
| Mar 12, 2025 | EGFIXEdgewood Growth Fund Institutional Class Shares (EGFIX) | Buy | $1k - $15k | |
| Mar 12, 2025 | FTHSXFuller & Thaler Behavioral Small-Cap Equity Fund Institutional Class Shares (FTHSX) | Buy | $1k - $15k | |
| Mar 12, 2025 | IDEViShares Core MSCI International Developed Markets ETF (IDEV) | Buy | $1k - $15k | |
| Mar 12, 2025 | VONGVanguard Russell 1000 Growth Index Fund ETF Shares (VONG) | Buy | $1k - $15k | |
| Mar 12, 2025 | OANIXOakmark International Fund Institutional Class Shares (OANIX) | Sell | $1k - $15k | |
| Mar 12, 2025 | SCHASchwab US Small-Cap ETF (SCHA) | Sell | $1k - $15k | |
| Mar 12, 2025 | VMBSVanguard Mortgage-Backed Securities Index Fund ETF Class Shares (VMBS) | Sell | $1k - $15k | |
| Mar 12, 2025 | PIMCO Investment Grade CreditBond | Buy | $1k - $15k | |
| Mar 12, 2025 | iShares Broad USD High Yield CorporateBond | Buy | $1k - $15k | |
| Mar 12, 2025 | | Sell | $1k - $15k | |
| Feb 26, 2025 | | Buy | $1k - $15k | |
| Feb 26, 2025 | | Buy | $100k - $250k | |
| Feb 21, 2025 | MSFTMicrosoft Corp. (MSFT) | Sell | $15k - $50k | |
| Feb 21, 2025 | IWPiShares Russell Mid-Cap Growth ETF (IWP) | Buy | $1k - $15k | |
| Feb 21, 2025 | SPYSPDR S&P 500 ETF Trust (SPY) | Buy | $15k - $50k | |
| Feb 21, 2025 | SPYGSPDR Portfolio S&P 500 Growth ETF (SPYG) | Buy | $15k - $50k | |
| Feb 12, 2025 | TFDXXFedFund Institutional Shares (TFDXX) | Buy | $1k - $15k | |
| Feb 10, 2025 | TFDXXFedFund Institutional Shares (TFDXX) | Buy | $1k - $15k | |
| Feb 10, 2025 | NAPA CALIF WTR REV REF -- (--) | Sell | $1k - $15k | |
| Feb 7, 2025 | TFDXXFedFund Institutional Shares (TFDXX) | Buy | $50k - $100k | |
| Feb 6, 2025 | XELXcel Energy, Inc. (XEL) | Sell | $15k - $50k | |
| Feb 5, 2025 | METAMeta Platforms Inc. Class A Common Stock (META) | Sell | $1k - $15k | |
| Feb 5, 2025 | | Sell | $15k - $50k | |
| Feb 5, 2025 | GOOGAlphabet, Inc. (GOOG) | Sell | $15k - $50k | |
| Feb 5, 2025 | FSLRFirst Solar, Inc. (FSLR) | Sell | $1k - $15k | |
| Feb 5, 2025 | | Sell | $15k - $50k | |
| Feb 5, 2025 | | Sell | $15k - $50k | |
| Feb 5, 2025 | JPMJPMorgan Chase & Co. (JPM) | Sell | $15k - $50k | |
| Feb 5, 2025 | | Sell | $15k - $50k | |
| Feb 5, 2025 | UNHUnitedHealth Group, Inc. (UNH) | Sell | $1k - $15k | |
| Feb 5, 2025 | | Sell | $15k - $50k | |
| Feb 5, 2025 | IWPiShares Russell Mid-Cap Growth ETF (IWP) | Buy | $50k - $100k | |
| Feb 5, 2025 | SPYSPDR S&P 500 ETF Trust (SPY) | Buy | $50k - $100k | |
| Feb 5, 2025 | SPYGSPDR Portfolio S&P 500 Growth ETF (SPYG) | Buy | $50k - $100k | |
| Feb 5, 2025 | TFDXXFedFund Institutional Shares (TFDXX) | Buy | $100k - $250k | |
| Feb 5, 2025 | ARLINGTON HEIGHTS ILL -- (--) | Sell | $1k - $15k | |
| Feb 5, 2025 | CALHOUN CNTY ALA BRD ED -- (--) | Sell | $1k - $15k | |
| Feb 5, 2025 | FLORESVILLE TEX INDPT SCH -- (--) | Sell | $1k - $15k | |
| Feb 4, 2025 | DUKDuke Energy Corp. (DUK) | Sell | $1k - $15k | |
| Feb 4, 2025 | EPDEnterprise Products Partners L.P. Common Stock (EPD) | Sell | $50k - $100k | |
| Feb 4, 2025 | KMIKinder Morgan, Inc. (KMI) | Sell | $1k - $15k | |
| Feb 4, 2025 | | Sell | $1k - $15k | |
| Feb 4, 2025 | OTTROtter Tail Corp. (OTTR) | Sell | $1k - $15k | |
| Feb 4, 2025 | TRGPTarga Resources Corp. (TRGP) | Sell | $15k - $50k | |
| Feb 4, 2025 | VZVerizon Communications, Inc. (VZ) | Sell | $1k - $15k | |
| Feb 4, 2025 | GDXVanEck Vectors Gold Miners ETF (GDX) | Sell | $15k - $50k | |
| Feb 4, 2025 | TFDXXFedFund Institutional Shares (TFDXX) | Sell | $50k - $100k | |
| Feb 3, 2025 | TFDXXFedFund Institutional Shares (TFDXX) | Buy | $50k - $100k | |
| Jan 31, 2025 | TEAMAtlassian Corporation Plc Class A Ordinary Shares (TEAM) | Sell | $1M - $5M | |
| Jan 31, 2025 | MSFTMicrosoft Corp. (MSFT) | Sell | $500k - $1M | |
| Jan 31, 2025 | TEAMAtlassian Corporation Plc Class A Ordinary Shares (TEAM) | Sell | $15k - $50k | |
| Jan 27, 2025 | Arthur Ventures Growth I, LP - Protenus | Sell | $50k - $100k | |
| Jan 24, 2025 | Arthur Ventures GP I, LLC - Protenus, Inc. | Sell | $50k - $100k | |
| Jan 24, 2025 | Arthur Ventures I, LP - Protenus, Inc | Sell | $500k - $1M | |
| Jan 24, 2025 | Arthur Ventures I, LP - Protenus | Sell | $1k - $15k | |
| Jan 24, 2025 | Arthur Ventures Growth I, LP - Protenus | Sell | $50k - $100k | |
| Jan 21, 2025 | | Buy | $100k - $250k | |
| Jan 16, 2025 | CIVIXCauseway International Value Fund Institutional Class Shares (CIVIX) | Buy | $1k - $15k | |
| Jan 15, 2025 | | Buy | $1k - $15k | |