VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 298,221 shares; 2024Q4: 305,489 shares; 2025Q1: 319,930 shares; 2025Q2: 331,166 shares; 2025Q3: 359,604 shares; 2025Q4: 380,314 shares; 2026Q1: 396,679 shares; 2026Q2: 423,147 shares 423,147 $100M 25.43% +26,468 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,040 shares; 2024Q4: 116,326 shares; 2025Q1: 126,431 shares; 2025Q2: 133,259 shares; 2025Q3: 136,261 shares; 2025Q4: 144,124 shares; 2026Q1: 143,582 shares; 2026Q2: 148,542 shares 148,542 $45M 11.43% +4,960 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,730 shares; 2024Q4: 23,930 shares; 2025Q1: 14,585 shares; 2025Q2: 14,131 shares; 2025Q3: 13,540 shares; 2025Q4: 12,530 shares; 2026Q1: 12,250 shares; 2026Q2: 44,450 shares 44,450 $28.5M 7.23% +32,200 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,923 shares; 2024Q4: 65,637 shares; 2025Q1: 83,410 shares; 2025Q2: 87,807 shares; 2025Q3: 99,834 shares; 2025Q4: 109,748 shares; 2026Q1: 109,815 shares; 2026Q2: 111,598 shares 111,598 $24.5M 6.22% +1,783 Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 267,202 shares; 2024Q4: 282,990 shares; 2025Q1: 295,414 shares; 2025Q2: 313,944 shares; 2025Q3: 310,802 shares; 2025Q4: 314,110 shares; 2026Q1: 324,153 shares; 2026Q2: 331,398 shares 331,398 $23.1M 5.86% +7,245 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 319,990 shares; 2024Q4: 335,565 shares; 2025Q1: 355,117 shares; 2025Q2: 355,168 shares; 2025Q3: 366,930 shares; 2025Q4: 370,663 shares; 2026Q1: 375,953 shares; 2026Q2: 374,735 shares 374,735 $22.1M 5.61% -1,218 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,892 shares; 2025Q2: 27,457 shares; 2025Q3: not reported; 2025Q4: 26,753 shares; 2026Q1: 26,193 shares; 2026Q2: 25,190 shares 25,190 $18.6M 4.71% -1,003 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 65,869 shares; 2026Q2: 68,015 shares 68,015 $16.5M 4.19% +2,146 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 58,397 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 80,992 shares 80,992 $15.5M 3.94% new Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,416 shares; 2024Q4: 141,367 shares; 2025Q1: 146,217 shares; 2025Q2: 150,298 shares; 2025Q3: not reported; 2025Q4: 80,866 shares; 2026Q1: 81,831 shares; 2026Q2: 79,336 shares 79,336 $9.66M 2.45% -2,495 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,464 shares; 2024Q4: 23,769 shares; 2025Q1: 24,675 shares; 2025Q2: 25,540 shares; 2025Q3: 25,534 shares; 2025Q4: 24,830 shares; 2026Q1: 25,159 shares; 2026Q2: 24,154 shares 24,154 $9.52M 2.42% -1,005 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,711 shares; 2024Q4: 28,224 shares; 2025Q1: 29,033 shares; 2025Q2: 29,597 shares; 2025Q3: 29,521 shares; 2025Q4: 28,123 shares; 2026Q1: 28,035 shares; 2026Q2: 27,149 shares 27,149 $8.32M 2.11% -886 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,403 shares; 2024Q4: 22,986 shares; 2025Q1: 23,990 shares; 2025Q2: 24,791 shares; 2025Q3: 24,585 shares; 2025Q4: 24,044 shares; 2026Q1: 23,665 shares; 2026Q2: 23,385 shares 23,385 $8.02M 2.04% -280 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,750 shares; 2024Q4: 27,581 shares; 2025Q1: 25,953 shares; 2025Q2: 26,310 shares; 2025Q3: 26,911 shares; 2025Q4: 26,452 shares; 2026Q1: 25,478 shares; 2026Q2: 24,975 shares 24,975 $5M 1.27% -503 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,360 shares; 2024Q4: 51,251 shares; 2025Q1: 54,645 shares; 2025Q2: 57,911 shares; 2025Q3: 57,113 shares; 2025Q4: 55,890 shares; 2026Q1: 53,217 shares; 2026Q2: 51,283 shares 51,283 $3.95M 1% -1,934 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,467 shares; 2026Q1: 52,871 shares; 2026Q2: 51,185 shares 51,185 $3.59M 0.91% -1,686 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,725 shares; 2024Q4: 10,461 shares; 2025Q1: 10,490 shares; 2025Q2: 12,882 shares; 2025Q3: 12,905 shares; 2025Q4: 12,781 shares; 2026Q1: 12,732 shares; 2026Q2: 12,219 shares 12,219 $3.54M 0.9% -513 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,090 shares; 2024Q4: 2,090 shares; 2025Q1: 2,439 shares; 2025Q2: 2,542 shares; 2025Q3: 2,531 shares; 2025Q4: 2,711 shares; 2026Q1: 2,712 shares; 2026Q2: 2,714 shares 2,714 $2.54M 0.64% +2 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,401 shares; 2024Q4: 3,284 shares; 2025Q1: 3,276 shares; 2025Q2: 3,261 shares; 2025Q3: 3,270 shares; 2025Q4: 3,308 shares; 2026Q1: 3,309 shares; 2026Q2: 3,304 shares 3,304 $2.47M 0.63% -5 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,479 shares; 2024Q4: 12,891 shares; 2025Q1: 12,819 shares; 2025Q2: 12,312 shares; 2025Q3: 12,321 shares; 2025Q4: 13,337 shares; 2026Q1: 13,326 shares; 2026Q2: 13,215 shares 13,215 $2.09M 0.53% -111 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,293 shares; 2024Q4: 23,996 shares; 2025Q1: 28,209 shares; 2025Q2: 28,399 shares; 2025Q3: 28,589 shares; 2025Q4: 32,526 shares; 2026Q1: 32,667 shares; 2026Q2: 32,890 shares 32,890 $1.96M 0.5% +223 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,282 shares; 2024Q4: 5,595 shares; 2025Q1: 5,689 shares; 2025Q2: 5,605 shares; 2025Q3: 5,308 shares; 2025Q4: 5,333 shares; 2026Q1: 5,319 shares; 2026Q2: 5,037 shares 5,037 $1.88M 0.48% -282 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,388 shares; 2024Q4: 6,843 shares; 2025Q1: 6,822 shares; 2025Q2: 6,830 shares; 2025Q3: 6,827 shares; 2025Q4: 7,822 shares; 2026Q1: 7,860 shares; 2026Q2: 7,552 shares 7,552 $1.61M 0.41% -308 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,300 shares; 2025Q2: 2,301 shares; 2025Q3: not reported; 2025Q4: 2,301 shares; 2026Q1: 2,301 shares; 2026Q2: 2,202 shares 2,202 $1.59M 0.4% -99 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,201 shares; 2024Q4: 18,984 shares; 2025Q1: 19,086 shares; 2025Q2: 38,622 shares; 2025Q3: 38,402 shares; 2025Q4: 34,602 shares; 2026Q1: 34,774 shares; 2026Q2: 32,952 shares 32,952 $1.58M 0.4% -1,822 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,857 shares; 2024Q4: 4,143 shares; 2025Q1: 3,534 shares; 2025Q2: 3,401 shares; 2025Q3: 3,403 shares; 2025Q4: 3,434 shares; 2026Q1: 3,227 shares; 2026Q2: 18,174 shares 18,174 $1.57M 0.4% +14,947 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,324 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,221 shares; 2026Q2: 2,940 shares 2,940 $1.47M 0.37% -281 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,311 shares; 2024Q4: 12,318 shares; 2025Q1: 12,063 shares; 2025Q2: 12,199 shares; 2025Q3: 12,281 shares; 2025Q4: 12,158 shares; 2026Q1: 12,078 shares; 2026Q2: 12,090 shares 12,090 $1.42M 0.36% +12 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,050 shares; 2024Q4: 2,050 shares; 2025Q1: 3,571 shares; 2025Q2: 3,817 shares; 2025Q3: 3,817 shares; 2025Q4: 3,817 shares; 2026Q1: 3,838 shares; 2026Q2: 3,817 shares 3,817 $1.35M 0.34% -21 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 306,200 shares; 2025Q2: 342,706 shares; 2025Q3: 19,931 shares; 2025Q4: 19,199 shares; 2026Q1: 27,569 shares; 2026Q2: 26,987 shares 26,987 $1.17M 0.3% -582 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 945 shares; 2024Q4: 945 shares; 2025Q1: 945 shares; 2025Q2: 945 shares; 2025Q3: 1,095 shares; 2025Q4: 1,095 shares; 2026Q1: 1,095 shares; 2026Q2: 1,095 shares 1,095 $1.17M 0.3% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,403 shares; 2024Q4: 15,969 shares; 2025Q1: 15,942 shares; 2025Q2: 16,556 shares; 2025Q3: 16,310 shares; 2025Q4: 16,873 shares; 2026Q1: 14,047 shares; 2026Q2: 12,347 shares 12,347 $1.09M 0.28% -1,700 Timeline POWW OUTDOOR HOLDING CO More: the full row for OUTDOOR HOLDING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 444,000 shares; 2024Q4: 444,000 shares; 2025Q1: 444,000 shares; 2025Q2: 444,000 shares; 2025Q3: 444,000 shares; 2025Q4: 444,000 shares; 2026Q1: 444,000 shares; 2026Q2: 444,000 shares 444,000 $1.01M 0.26% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,735 shares; 2024Q4: 3,637 shares; 2025Q1: 4,145 shares; 2025Q2: 4,446 shares; 2025Q3: 3,966 shares; 2025Q4: 4,098 shares; 2026Q1: 4,098 shares; 2026Q2: 4,048 shares 4,048 $965K 0.25% -50 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,344 shares; 2024Q4: 4,345 shares; 2025Q1: 4,264 shares; 2025Q2: 4,195 shares; 2025Q3: 4,196 shares; 2025Q4: 4,197 shares; 2026Q1: 4,198 shares; 2026Q2: 4,199 shares 4,199 $940K 0.24% +1 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,849 shares; 2024Q4: 5,849 shares; 2025Q1: 5,999 shares; 2025Q2: 5,849 shares; 2025Q3: 5,849 shares; 2025Q4: 5,849 shares; 2026Q1: 5,849 shares; 2026Q2: 5,849 shares 5,849 $934K 0.24% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,560 shares; 2024Q4: 3,561 shares; 2025Q1: 3,580 shares; 2025Q2: 3,602 shares; 2025Q3: 3,621 shares; 2025Q4: 3,638 shares; 2026Q1: 3,655 shares; 2026Q2: 3,667 shares 3,667 $931K 0.24% +12 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,585 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,539 shares; 2025Q3: 1,539 shares; 2025Q4: 1,590 shares; 2026Q1: 1,590 shares; 2026Q2: 1,590 shares 1,590 $924K 0.23% 0 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,397 shares 3,397 $906K 0.23% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,374 shares; 2024Q4: 1,374 shares; 2025Q1: 1,339 shares; 2025Q2: 1,478 shares; 2025Q3: 1,478 shares; 2025Q4: 1,478 shares; 2026Q1: 1,596 shares; 2026Q2: 6,212 shares 6,212 $771K 0.2% +4,616 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,969 shares; 2024Q4: 1,969 shares; 2025Q1: 1,980 shares; 2025Q2: 1,992 shares; 2025Q3: 2,004 shares; 2025Q4: 2,016 shares; 2026Q1: 2,026 shares; 2026Q2: 2,037 shares 2,037 $738K 0.19% +11 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,451 shares; 2024Q4: 8,436 shares; 2025Q1: 8,308 shares; 2025Q2: 8,606 shares; 2025Q3: 8,384 shares; 2025Q4: 8,465 shares; 2026Q1: 8,484 shares; 2026Q2: 8,524 shares 8,524 $693K 0.18% +40 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,282 shares; 2024Q4: 1,282 shares; 2025Q1: 1,306 shares; 2025Q2: 1,301 shares; 2025Q3: 1,340 shares; 2025Q4: 1,391 shares; 2026Q1: 1,266 shares; 2026Q2: 1,212 shares 1,212 $683K 0.17% -54 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,629 shares; 2024Q4: 4,631 shares; 2025Q1: 4,662 shares; 2025Q2: 4,700 shares; 2025Q3: 4,739 shares; 2025Q4: 4,775 shares; 2026Q1: 4,825 shares; 2026Q2: 4,833 shares 4,833 $621K 0.16% +8 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,250 shares; 2024Q4: 6,405 shares; 2025Q1: 6,155 shares; 2025Q2: 6,155 shares; 2025Q3: 6,155 shares; 2025Q4: 6,290 shares; 2026Q1: 6,290 shares; 2026Q2: 6,290 shares 6,290 $618K 0.16% 0 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,947 shares; 2024Q4: 1,777 shares; 2025Q1: not reported; 2025Q2: 1,669 shares; 2025Q3: 1,669 shares; 2025Q4: not reported; 2026Q1: 1,669 shares; 2026Q2: 1,669 shares 1,669 $592K 0.15% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 888 shares; 2024Q4: 685 shares; 2025Q1: 623 shares; 2025Q2: 622 shares; 2025Q3: 622 shares; 2025Q4: 660 shares; 2026Q1: 667 shares; 2026Q2: 4,851 shares 4,851 $580K 0.15% +4,184 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 4,519 shares; 2025Q4: 4,419 shares; 2026Q1: 4,627 shares; 2026Q2: 4,619 shares 4,619 $539K 0.14% -8 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,799 shares; 2024Q4: 2,799 shares; 2025Q1: 2,799 shares; 2025Q2: 2,961 shares; 2025Q3: 2,799 shares; 2025Q4: 2,799 shares; 2026Q1: 2,799 shares; 2026Q2: 2,799 shares 2,799 $517K 0.13% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,024 shares; 2024Q4: 27,623 shares; 2025Q1: 21,048 shares; 2025Q2: 19,641 shares; 2025Q3: 12,656 shares; 2025Q4: 6,546 shares; 2026Q1: 6,546 shares; 2026Q2: 6,546 shares 6,546 $496K 0.13% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,108 shares; 2024Q4: 2,108 shares; 2025Q1: 5,403 shares; 2025Q2: 4,655 shares; 2025Q3: 4,683 shares; 2025Q4: 4,659 shares; 2026Q1: 4,027 shares; 2026Q2: 3,618 shares 3,618 $490K 0.12% -409 Timeline TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,134 shares; 2025Q4: 2,134 shares; 2026Q1: not reported; 2026Q2: 1,987 shares 1,987 $459K 0.12% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,126 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,140 shares; 2025Q4: 1,151 shares; 2026Q1: 1,151 shares; 2026Q2: 1,251 shares 1,251 $447K 0.11% +100 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,658 shares; 2025Q2: 2,658 shares; 2025Q3: 2,658 shares; 2025Q4: 2,658 shares; 2026Q1: 2,664 shares; 2026Q2: 2,658 shares 2,658 $441K 0.11% -6 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,229 shares; 2025Q3: 1,229 shares; 2025Q4: 1,229 shares; 2026Q1: 1,229 shares; 2026Q2: 1,229 shares 1,229 $430K 0.11% 0 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,781 shares; 2024Q4: 2,781 shares; 2025Q1: not reported; 2025Q2: 2,781 shares; 2025Q3: 2,781 shares; 2025Q4: 5,562 shares; 2026Q1: 5,562 shares; 2026Q2: 5,152 shares 5,152 $417K 0.11% -410 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,444 shares; 2024Q4: 1,369 shares; 2025Q1: 1,370 shares; 2025Q2: 1,370 shares; 2025Q3: 1,370 shares; 2025Q4: 1,367 shares; 2026Q1: 1,367 shares; 2026Q2: 1,302 shares 1,302 $389K 0.1% -65 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,599 shares; 2024Q4: 6,555 shares; 2025Q1: 5,995 shares; 2025Q2: 5,939 shares; 2025Q3: 5,844 shares; 2025Q4: 5,763 shares; 2026Q1: 3,904 shares; 2026Q2: 3,543 shares 3,543 $368K 0.09% -361 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 493 shares; 2024Q4: not reported; 2025Q1: 442 shares; 2025Q2: 443 shares; 2025Q3: 444 shares; 2025Q4: 445 shares; 2026Q1: 446 shares; 2026Q2: 547 shares 547 $347K 0.09% +101 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,868 shares; 2024Q4: 2,869 shares; 2025Q1: 2,870 shares; 2025Q2: 3,021 shares; 2025Q3: 2,872 shares; 2025Q4: 2,874 shares; 2026Q1: 2,790 shares; 2026Q2: 2,332 shares 2,332 $342K 0.09% -458 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,260 shares; 2024Q4: 3,235 shares; 2025Q1: 2,954 shares; 2025Q2: 3,701 shares; 2025Q3: 4,119 shares; 2025Q4: not reported; 2026Q1: 1,135 shares; 2026Q2: 1,135 shares 1,135 $341K 0.09% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,218 shares; 2024Q4: not reported; 2025Q1: 999 shares; 2025Q2: 1,000 shares; 2025Q3: 1,141 shares; 2025Q4: 2,341 shares; 2026Q1: 1,776 shares; 2026Q2: 1,777 shares 1,777 $339K 0.09% +1 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 279 shares; 2025Q4: 285 shares; 2026Q1: 288 shares; 2026Q2: 266 shares 266 $319K 0.08% -22 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 838 shares; 2024Q4: 1,088 shares; 2025Q1: 1,167 shares; 2025Q2: 1,617 shares; 2025Q3: 881 shares; 2025Q4: 881 shares; 2026Q1: 742 shares; 2026Q2: 736 shares 736 $306K 0.08% -6 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 387 shares 387 $295K 0.08% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,008 shares; 2024Q4: 2,008 shares; 2025Q1: 2,074 shares; 2025Q2: 2,074 shares; 2025Q3: 2,057 shares; 2025Q4: 2,073 shares; 2026Q1: 2,073 shares; 2026Q2: 2,073 shares 2,073 $283K 0.07% 0 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,147 shares 2,147 $268K 0.07% new Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,298 shares; 2024Q4: 7,992 shares; 2025Q1: 7,527 shares; 2025Q2: 7,287 shares; 2025Q3: 5,667 shares; 2025Q4: 4,097 shares; 2026Q1: 3,265 shares; 2026Q2: 2,815 shares 2,815 $255K 0.06% -450 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,200 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $251K 0.06% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,127 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,415 shares; 2026Q1: 4,554 shares; 2026Q2: 4,554 shares 4,554 $244K 0.06% 0 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,737 shares; 2024Q4: 7,052 shares; 2025Q1: 6,972 shares; 2025Q2: 6,270 shares; 2025Q3: 5,304 shares; 2025Q4: 3,489 shares; 2026Q1: not reported; 2026Q2: 3,167 shares 3,167 $240K 0.06% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 375 shares; 2024Q4: 375 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 315 shares; 2026Q2: 315 shares 315 $236K 0.06% 0 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,101 shares; 2025Q4: not reported; 2026Q1: 1,103 shares; 2026Q2: 1,203 shares 1,203 $234K 0.06% +100 Timeline OPK OPKO HEALTH INC More: the full row for OPKO HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,900 shares; 2024Q4: 80,800 shares; 2025Q1: 79,300 shares; 2025Q2: 88,800 shares; 2025Q3: 91,300 shares; 2025Q4: 87,300 shares; 2026Q1: 97,300 shares; 2026Q2: 150,300 shares 150,300 $225K 0.06% +53,000 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 900 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,300 shares 1,300 $218K 0.06% new Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,269 shares; 2024Q4: 5,206 shares; 2025Q1: 5,206 shares; 2025Q2: 5,206 shares; 2025Q3: 5,206 shares; 2025Q4: 3,224 shares; 2026Q1: 3,224 shares; 2026Q2: 2,908 shares 2,908 $218K 0.06% -316 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 581 shares; 2026Q1: 589 shares; 2026Q2: 589 shares 589 $217K 0.06% 0 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 942 shares 942 $208K 0.05% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,285 shares; 2026Q1: not reported; 2026Q2: 1,285 shares 1,285 $208K 0.05% new Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,622 shares 1,622 $207K 0.05% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,532 shares; 2025Q4: not reported; 2026Q1: 2,532 shares; 2026Q2: 2,532 shares 2,532 $203K 0.05% 0 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,778 shares; 2025Q3: 10,478 shares; 2025Q4: not reported; 2026Q1: 19,778 shares; 2026Q2: 16,078 shares 16,078 $161K 0.04% -3,700 Timeline AVR ANTERIS TECHNOLOGIES GLOBAL More: the full row for ANTERIS TECHNOLOGIES GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,123 shares 12,123 $119K 0.03% new Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $90.9K 0.02% new Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $89.2K 0.02% new Timeline