| Oct 24, 2025 |  COSTCostco Wholesale Corp. (COST) | Sell | $1k - $15k | |
| Oct 24, 2025 | IWIWFiShares Russell 1000 Growth ETF (IWF) | Buy | $1k - $15k | |
| Jun 3, 2025 | SPSPYSPDR S&P 500 ETF Trust (SPY) | Buy | $15k - $50k | |
| May 2, 2025 | GSGSIMXGoldman Sachs GQG Partners International Opportunities Fund Institutional Class Shs (GSIMX) | Buy | $1k - $15k | |
| May 2, 2025 | GQGQGIXGQG PartnersEmerging Markets Equity Fund Institutional Class Shares (GQGIX) | Buy | $1k - $15k | |
| Apr 16, 2025 | CDCDDRXColumbia Dividend Income Fund Institutional 2 Class Shares (CDDRX) | Buy | $1k - $15k | |
| Apr 16, 2025 | JIJIGFXJanus Henderson Overseas Fund Class I Shares (JIGFX) | Buy | $1k - $15k | |
| Apr 16, 2025 | IWIWFiShares Russell 1000 Growth ETF (IWF) | Buy | $1k - $15k | |
| Apr 16, 2025 | VEVEIRXVanguard Equity Income Fund Admiral Shares (VEIRX) | Buy | $1k - $15k | |
| Mar 28, 2025 | CDCDDRXColumbia Dividend Income Fund Institutional 2 Class Shares (CDDRX) | Buy | $15k - $50k | |
| Mar 28, 2025 | GSGSIMXGoldman Sachs GQG Partners International Opportunities Fund Institutional Class Shs (GSIMX) | Buy | $1k - $15k | |
| Mar 28, 2025 | GQGQGIXGQG PartnersEmerging Markets Equity Fund Institutional Class Shares (GQGIX) | Buy | $1k - $15k | |
| Mar 28, 2025 | IWIWFiShares Russell 1000 Growth ETF (IWF) | Buy | $15k - $50k | |
| Mar 28, 2025 | JMJMGRXJanus Henderson Enterprise Fund Class I Shares (JMGRX) | Buy | $15k - $50k | |
| Mar 28, 2025 | JIJIGFXJanus Henderson Overseas Fund Class I Shares (JIGFX) | Buy | $15k - $50k | |
| Mar 28, 2025 | MGMGTIXMassachusetts Investors Growth Stock Fund Class I Shares (MGTIX) | Buy | $15k - $50k | |
| Mar 28, 2025 | TRTRMIXT Rowe Price Mid-Cap Value Fund, Inc Class I Shares (TRMIX) | Buy | $1k - $15k | |
| Mar 28, 2025 | VEVEIRXVanguard Equity Income Fund Admiral Shares (VEIRX) | Buy | $15k - $50k | |
| Mar 28, 2025 | VWVWALXVanguard High-Yield Tax-Exempt Fund Admiral Shares (VWALX) | Buy | $15k - $50k | |
| Mar 26, 2025 | MGMGTIXMassachusetts Investors Growth Stock Fund Class I Shares (MGTIX) | Buy | $1k - $15k | |
| Mar 26, 2025 | TRTRMIXT 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 | CDCDDRXColumbia Dividend Income Fund Institutional 2 Class Shares (CDDRX) | Buy | $1k - $15k | |
| Mar 25, 2025 | MGMGTIXMassachusetts Investors Growth Stock Fund Class I Shares (MGTIX) | Buy | $1k - $15k | |
| Mar 25, 2025 | VEVEIRXVanguard Equity Income Fund Admiral Shares (VEIRX) | Buy | $1k - $15k | |
| Mar 25, 2025 | CICIVIXCauseway International Value Fund Institutional Class Shares (CIVIX) | Sell | $1k - $15k | |
| Mar 25, 2025 | EGEGFIXEdgewood Growth Fund Institutional Class Shares (EGFIX) | Sell | $1k - $15k | |
| Mar 25, 2025 | IDIDEViShares Core MSCI International Developed Markets ETF (IDEV) | Sell | $1k - $15k | |
| Mar 25, 2025 | GQGQGIXGQG PartnersEmerging Markets Equity Fund Institutional Class Shares (GQGIX) | Buy | $1k - $15k | |
| Mar 25, 2025 | IWIWFiShares Russell 1000 Growth ETF (IWF) | Buy | $1k - $15k | |
| Mar 25, 2025 | JIJIGFXJanus Henderson Overseas Fund Class I Shares (JIGFX) | Buy | $1k - $15k | |
| Mar 25, 2025 | MAMADCXBlackRockEmerging Markets Fund, Inc Institutional Shares (MADCX) | Sell | $1k - $15k | |
| Mar 25, 2025 | MAMADVXBlackRock Equity Dividend Fund Institutional Shares (MADVX) | Sell | $1k - $15k | |
| Mar 25, 2025 | MEMEIIXMFS Value Fund Class I Shares (MEIIX) | Sell | $1k - $15k | |
| Mar 25, 2025 | VOVONGVanguard Russell 1000 Growth Index Fund ETF Shares (VONG) | Sell | $1k - $15k | |
| Mar 24, 2025 | PIPIMIXPIMCO Income Fund Institutional Class Shares (PIMIX) | Buy | $1k - $15k | |
| Mar 24, 2025 | VMVMBSVanguard Mortgage-Backed Securities Index Fund ETF Class Shares (VMBS) | Sell | $1k - $15k | |
| Mar 13, 2025 | TFTFDXXFedFund Institutional Shares (TFDXX) | Sell | $250k - $500k | |
| Mar 12, 2025 | EGEGFIXEdgewood Growth Fund Institutional Class Shares (EGFIX) | Buy | $1k - $15k | |
| Mar 12, 2025 | FTFTHSXFuller & Thaler Behavioral Small-Cap Equity Fund Institutional Class Shares (FTHSX) | Buy | $1k - $15k | |
| Mar 12, 2025 | IDIDEViShares Core MSCI International Developed Markets ETF (IDEV) | Buy | $1k - $15k | |
| Mar 12, 2025 | VOVONGVanguard Russell 1000 Growth Index Fund ETF Shares (VONG) | Buy | $1k - $15k | |
| Mar 12, 2025 | OAOANIXOakmark International Fund Institutional Class Shares (OANIX) | Sell | $1k - $15k | |
| Mar 12, 2025 | SCSCHASchwab US Small-Cap ETF (SCHA) | Sell | $1k - $15k | |
| Mar 12, 2025 | VMVMBSVanguard Mortgage-Backed Securities Index Fund ETF Class Shares (VMBS) | Sell | $1k - $15k | |
| Feb 21, 2025 |  MSFTMicrosoft Corp. (MSFT) | Sell | $15k - $50k | |
| Feb 21, 2025 | IWIWPiShares Russell Mid-Cap Growth ETF (IWP) | Buy | $1k - $15k | |
| Feb 21, 2025 | SPSPYSPDR S&P 500 ETF Trust (SPY) | Buy | $15k - $50k | |
| Feb 21, 2025 | SPSPYGSPDR Portfolio S&P 500 Growth ETF (SPYG) | Buy | $15k - $50k | |
| Feb 12, 2025 | TFTFDXXFedFund Institutional Shares (TFDXX) | Buy | $1k - $15k | |
| Feb 10, 2025 | TFTFDXXFedFund Institutional Shares (TFDXX) | Buy | $1k - $15k | |
| Feb 7, 2025 | TFTFDXXFedFund 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 | IWIWPiShares Russell Mid-Cap Growth ETF (IWP) | Buy | $50k - $100k | |
| Feb 5, 2025 | SPSPYSPDR S&P 500 ETF Trust (SPY) | Buy | $50k - $100k | |
| Feb 5, 2025 | SPSPYGSPDR Portfolio S&P 500 Growth ETF (SPYG) | Buy | $50k - $100k | |
| Feb 5, 2025 | TFTFDXXFedFund Institutional Shares (TFDXX) | Buy | $100k - $250k | |
| 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 | GDGDXVanEck Vectors Gold Miners ETF (GDX) | Sell | $15k - $50k | |
| Feb 4, 2025 | TFTFDXXFedFund Institutional Shares (TFDXX) | Sell | $50k - $100k | |
| Feb 3, 2025 | TFTFDXXFedFund 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 16, 2025 | CICIVIXCauseway International Value Fund Institutional Class Shares (CIVIX) | Buy | $1k - $15k | |