| Apr 8, 2026 | Arthur Ventures Growth IV, LP - Nucleus Security, Inc. | Buy | $1k - $15k | |
| Apr 8, 2026 | Arthur Ventures IV, LP - Decimal Technologies, Inc. | Sell | $1k - $15k | |
| Apr 8, 2026 | Arthur Ventures Growth IV, LP - Nucleus Security, Inc. | Buy | $100k - $250k | |
| Apr 8, 2026 | Arthur Ventures V, LP - zizzl Health | Buy | $1k - $15k | |
| Apr 8, 2026 | Arthur Ventures IV, LP - Decimal Technologies, Inc. | Sell | $1k - $15k | |
| Apr 8, 2026 | Arthur Ventures V, LP - Hudu Technologies, Inc | Buy | $1k - $15k | |
| Jan 27, 2026 | Arthur Ventures V, LP - CivicPlus (Software solutions) | Exchange | $1k - $15k | |
| Jan 27, 2026 | Arthur Ventures V, LP - CivicPlus (Software solutions) | Exchange | $50k - $100k | |
| Jan 27, 2026 | Arthur Ventures V, LP - Streamline (platform services) | Sell | $50k - $100k | |
| Jan 27, 2026 | Arthur Ventures IV, LP - Gridbase (formerly IamGIS) (software) | Buy | $1k - $15k | |
| Jan 27, 2026 | Arthur Ventures V, LP - Opterrix (Risk intelligence platform) | Buy | $1k - $15k | |
| Jan 27, 2026 | Arthur Ventures IV, LP - Gridbase (formerly IamGIS) (software) (Roth IRA) | Buy | $15k - $50k | |
| Jan 27, 2026 | Arthur Ventures V, LP - Opterrix (Risk intelligence platform) | Buy | $15k - $50k | |
| Jan 27, 2026 | Arthur Ventures V, LP - Streamline (platform services) | Sell | $1k - $15k | |
| Jan 22, 2026 | Arthur Ventures Growth IV, LP - PureSpectrum (market research platform) | Sell | $1k - $15k | |
| Jan 22, 2026 | Arthur Ventures Growth III, LP - PureSpectrum (market research platform) | Sell | $250k - $500k | |
| Jan 22, 2026 | Arthur Ventures Growth IV, LP - PureSpectrum (market research platform) | Sell | $100k - $250k | |
| Jan 22, 2026 | Arthur Ventures III, LP - PureSpectrum (market research platform) | Sell | $1M - $5M | |
| Dec 22, 2025 | | Buy | $15k - $50k | |
| Oct 24, 2025 |  Costco Wholesale Corp. (COST) | Sell | $1k - $15k | |
| Oct 24, 2025 | Schwab Treasury Obligations Money Fund Investor Class Shares (SNOXX) | Sell | $1k - $15k | |
| Oct 24, 2025 | IWiShares Russell 1000 Growth ETF (IWF) | Buy | $1k - $15k | |
| Sep 4, 2025 | | Buy | $1k - $15k | |
| Sep 4, 2025 | | Buy | $100k - $250k | |
| 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 Growth IV, LP - Giving Data Holdings, Inc. | Sell | $100k - $250k | |
| Jul 25, 2025 | Arthur Ventures Growth IV, LP - Foundant Technologies | Exchange | $1k - $15k | |
| Jul 25, 2025 | Arthur Ventures Growth IV, LP - Office Puzzle Holdings, Inc. | Buy | $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 - Giving Data Holdings, Inc. | Sell | $1k - $15k | |
| Jul 25, 2025 | Arthur Ventures Growth IV, LP - Foundant Technologies | Exchange | $100k - $250k | |
| Jul 25, 2025 | Arthur Ventures V, LP - Senior Sign | Buy | $1k - $15k | |
| Jul 25, 2025 | Arthur Ventures V, LP - Zizzle Health | Buy | $15k - $50k | |
| Jun 6, 2025 | Arthur Ventures II, LP - Jane Software, Inc. | Sell | $1M - $5M | |
| Jun 3, 2025 | SPSPDR 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 | GSGoldman Sachs GQG Partners International Opportunities Fund Institutional Class Shs (GSIMX) | Buy | $1k - $15k | |
| May 2, 2025 | GQGQG PartnersEmerging Markets Equity Fund Institutional Class Shares (GQGIX) | Buy | $1k - $15k | |
| Apr 16, 2025 | IWiShares Russell 1000 Growth ETF (IWF) | Buy | $1k - $15k | |
| Apr 16, 2025 | VEVanguard Equity Income Fund Admiral Shares (VEIRX) | Buy | $1k - $15k | |
| Apr 16, 2025 | CDCDDRX Columbia Dividend Income Fund Institutional 2 Class Shares (CDDRX) | Buy | $1k - $15k | |
| Apr 16, 2025 | Vanguard Intermediate-TermBond | Sell | $1k - $15k | |
| Apr 16, 2025 | JIJIGFX Janus Henderson Overseas Fund Class I Shares (JIGFX) | Buy | $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 | MGMGTIX Massachusetts Investors Growth Stock Fund Class I Shares (MGTIX) | Buy | $15k - $50k | |
| Mar 28, 2025 | VWVanguard High-Yield Tax-Exempt Fund Admiral Shares (VWALX) | Buy | $15k - $50k | |