SPYG 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: 280,505 shares; 2024Q4: 284,896 shares; 2025Q1: 291,703 shares; 2025Q2: 292,109 shares; 2025Q3: 321,743 shares; 2025Q4: 324,838 shares; 2026Q1: 349,608 shares; 2026Q2: 350,980 shares 350,980 $41.8M 11.32% +1,372 Timeline SPYV 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: 435,398 shares; 2024Q4: 452,260 shares; 2025Q1: 467,799 shares; 2025Q2: 494,328 shares; 2025Q3: 559,646 shares; 2025Q4: 594,790 shares; 2026Q1: 641,702 shares; 2026Q2: 656,065 shares 656,065 $39.9M 10.81% +14,363 Timeline SPMD 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: 201,871 shares; 2024Q4: 211,714 shares; 2025Q1: 217,241 shares; 2025Q2: 231,724 shares; 2025Q3: 260,986 shares; 2025Q4: 274,510 shares; 2026Q1: 294,650 shares; 2026Q2: 294,514 shares 294,514 $19.9M 5.39% -136 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: 66,754 shares; 2024Q4: 68,947 shares; 2025Q1: 71,356 shares; 2025Q2: 71,533 shares; 2025Q3: 71,073 shares; 2025Q4: 73,913 shares; 2026Q1: 74,362 shares; 2026Q2: 74,833 shares 74,833 $15M 4.06% +471 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: 38,139 shares; 2024Q4: 38,118 shares; 2025Q1: 34,794 shares; 2025Q2: 35,275 shares; 2025Q3: 35,263 shares; 2025Q4: 36,784 shares; 2026Q1: 38,472 shares; 2026Q2: 38,137 shares 38,137 $11M 2.99% -335 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: 4,536 shares; 2024Q4: 5,767 shares; 2025Q1: 5,724 shares; 2025Q2: 6,375 shares; 2025Q3: 6,370 shares; 2025Q4: 8,081 shares; 2026Q1: 10,769 shares; 2026Q2: 11,673 shares 11,673 $8.74M 2.37% +904 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: 11,444 shares; 2024Q4: 11,606 shares; 2025Q1: 11,138 shares; 2025Q2: 10,954 shares; 2025Q3: 11,216 shares; 2025Q4: 12,049 shares; 2026Q1: 11,023 shares; 2026Q2: 11,292 shares 11,292 $8.43M 2.29% +269 Timeline SOPH SOPHIA GENETICS SA More: the full row for SOPHIA GENETICS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,409,160 shares; 2024Q4: 1,409,160 shares; 2025Q1: 1,409,160 shares; 2025Q2: not reported; 2025Q3: 1,409,160 shares; 2025Q4: 1,409,160 shares; 2026Q1: 1,409,160 shares; 2026Q2: 1,409,160 shares 1,409,160 $8.13M 2.2% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY 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: 3,745 shares; 2025Q4: 3,851 shares; 2026Q1: 6,739 shares; 2026Q2: 6,814 shares 6,814 $7.87M 2.13% +75 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: 17,327 shares; 2024Q4: 17,720 shares; 2025Q1: 17,345 shares; 2025Q2: 17,238 shares; 2025Q3: 16,453 shares; 2025Q4: 17,443 shares; 2026Q1: 18,591 shares; 2026Q2: 18,328 shares 18,328 $6.55M 1.78% -263 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: 13,447 shares; 2024Q4: 13,277 shares; 2025Q1: 12,710 shares; 2025Q2: 12,735 shares; 2025Q3: 12,549 shares; 2025Q4: 11,874 shares; 2026Q1: 12,044 shares; 2026Q2: 48,535 shares 48,535 $6.03M 1.63% +36,491 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,870 shares; 2025Q1: 15,845 shares; 2025Q2: not reported; 2025Q3: 13,066 shares; 2025Q4: 13,163 shares; 2026Q1: 13,313 shares; 2026Q2: 13,315 shares 13,315 $5.77M 1.56% +2 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,928 shares; 2024Q4: 25,555 shares; 2025Q1: 25,041 shares; 2025Q2: 25,157 shares; 2025Q3: 25,263 shares; 2025Q4: 24,664 shares; 2026Q1: 24,379 shares; 2026Q2: 23,549 shares 23,549 $5.71M 1.55% -830 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,769 shares; 2024Q4: 1,834 shares; 2025Q1: 1,841 shares; 2025Q2: 1,919 shares; 2025Q3: 1,919 shares; 2025Q4: 1,905 shares; 2026Q1: 1,894 shares; 2026Q2: 18,734 shares 18,734 $5.65M 1.53% +16,840 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,783 shares; 2024Q4: 19,091 shares; 2025Q1: 19,966 shares; 2025Q2: 18,743 shares; 2025Q3: 18,349 shares; 2025Q4: 26,418 shares; 2026Q1: 36,247 shares; 2026Q2: 36,780 shares 36,780 $5.06M 1.37% +533 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: 28,836 shares; 2024Q4: 28,412 shares; 2025Q1: 28,701 shares; 2025Q2: not reported; 2025Q3: 27,525 shares; 2025Q4: 22,910 shares; 2026Q1: 22,600 shares; 2026Q2: 22,513 shares 22,513 $4.79M 1.3% -87 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: 16,648 shares; 2024Q4: 17,532 shares; 2025Q1: 18,113 shares; 2025Q2: 18,157 shares; 2025Q3: 17,415 shares; 2025Q4: 19,246 shares; 2026Q1: 19,994 shares; 2026Q2: 19,889 shares 19,889 $4.74M 1.28% -105 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,475 shares; 2024Q4: 8,626 shares; 2025Q1: 13,502 shares; 2025Q2: 13,622 shares; 2025Q3: 13,326 shares; 2025Q4: 13,718 shares; 2026Q1: 13,896 shares; 2026Q2: 13,592 shares 13,592 $4.45M 1.21% -304 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: 10,446 shares; 2024Q4: 10,821 shares; 2025Q1: 10,895 shares; 2025Q2: 11,363 shares; 2025Q3: 11,160 shares; 2025Q4: 12,132 shares; 2026Q1: 11,539 shares; 2026Q2: 11,249 shares 11,249 $4.2M 1.14% -290 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,098 shares; 2024Q4: 17,399 shares; 2025Q1: 17,487 shares; 2025Q2: 22,595 shares; 2025Q3: 25,305 shares; 2025Q4: 27,033 shares; 2026Q1: 26,999 shares; 2026Q2: 25,119 shares 25,119 $4.13M 1.12% -1,880 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,160 shares; 2024Q4: 15,127 shares; 2025Q1: 9,771 shares; 2025Q2: 6,832 shares; 2025Q3: 6,712 shares; 2025Q4: 11,677 shares; 2026Q1: 17,390 shares; 2026Q2: 18,052 shares 18,052 $4.1M 1.11% +662 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: 6,233 shares; 2024Q4: 6,561 shares; 2025Q1: 6,075 shares; 2025Q2: not reported; 2025Q3: 5,284 shares; 2025Q4: 5,871 shares; 2026Q1: 5,628 shares; 2026Q2: 5,501 shares 5,501 $4.05M 1.1% -127 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI 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: 12,834 shares; 2025Q4: 14,262 shares; 2026Q1: 14,324 shares; 2026Q2: 14,376 shares 14,376 $3.91M 1.06% +52 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: 6,812 shares; 2024Q4: 6,832 shares; 2025Q1: 6,869 shares; 2025Q2: 6,756 shares; 2025Q3: 6,616 shares; 2025Q4: 7,061 shares; 2026Q1: 6,959 shares; 2026Q2: 6,818 shares 6,818 $3.84M 1.04% -141 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: 9,476 shares; 2024Q4: 10,323 shares; 2025Q1: 10,376 shares; 2025Q2: 10,087 shares; 2025Q3: 10,110 shares; 2025Q4: 12,402 shares; 2026Q1: 15,051 shares; 2026Q2: 15,586 shares 15,586 $3.42M 0.93% +535 Timeline SPSM 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: 37,218 shares; 2024Q4: 41,394 shares; 2025Q1: 40,885 shares; 2025Q2: 41,989 shares; 2025Q3: 47,984 shares; 2025Q4: 48,132 shares; 2026Q1: 54,911 shares; 2026Q2: 56,652 shares 56,652 $3.27M 0.89% +1,741 Timeline VTV 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: 11,930 shares; 2024Q4: 12,040 shares; 2025Q1: 12,372 shares; 2025Q2: 12,762 shares; 2025Q3: 12,803 shares; 2025Q4: 13,499 shares; 2026Q1: 14,087 shares; 2026Q2: 14,034 shares 14,034 $3.06M 0.83% -53 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: 3,045 shares; 2024Q4: 3,061 shares; 2025Q1: 3,063 shares; 2025Q2: 3,063 shares; 2025Q3: 2,541 shares; 2025Q4: 2,572 shares; 2026Q1: 2,560 shares; 2026Q2: 2,539 shares 2,539 $3.05M 0.83% -21 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: 4,609 shares; 2024Q4: 4,607 shares; 2025Q1: 4,599 shares; 2025Q2: 4,550 shares; 2025Q3: 4,377 shares; 2025Q4: 3,147 shares; 2026Q1: 3,124 shares; 2026Q2: 3,123 shares 3,123 $2.92M 0.79% -1 Timeline BKIE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,750 shares; 2025Q1: 12,897 shares; 2025Q2: not reported; 2025Q3: 21,462 shares; 2025Q4: 20,646 shares; 2026Q1: 21,462 shares; 2026Q2: 28,414 shares 28,414 $2.86M 0.77% +6,952 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 18,959 shares; 2026Q1: 36,483 shares; 2026Q2: 39,708 shares 39,708 $2.7M 0.73% +3,225 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: 6,065 shares; 2024Q4: 6,308 shares; 2025Q1: 5,725 shares; 2025Q2: 4,394 shares; 2025Q3: 4,392 shares; 2025Q4: 4,622 shares; 2026Q1: 4,524 shares; 2026Q2: 4,496 shares 4,496 $2.61M 0.71% -28 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,693 shares; 2024Q4: 14,693 shares; 2025Q1: 14,693 shares; 2025Q2: 28,986 shares; 2025Q3: 28,986 shares; 2025Q4: 28,986 shares; 2026Q1: 28,986 shares; 2026Q2: 28,986 shares 28,986 $2.48M 0.67% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES 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: 14,421 shares; 2026Q1: 27,151 shares; 2026Q2: 29,519 shares 29,519 $2.45M 0.66% +2,368 Timeline CALY CALLAWAY GOLF CO More: the full row for CALLAWAY GOLF 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: not reported; 2026Q1: 127,054 shares; 2026Q2: 127,336 shares 127,336 $2.39M 0.65% +282 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,582 shares; 2024Q4: 13,049 shares; 2025Q1: 13,457 shares; 2025Q2: 13,705 shares; 2025Q3: 16,867 shares; 2025Q4: 18,570 shares; 2026Q1: 19,453 shares; 2026Q2: 41,148 shares 41,148 $2.31M 0.63% +21,695 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: 4,099 shares; 2024Q4: 4,099 shares; 2025Q1: 4,099 shares; 2025Q2: 4,320 shares; 2025Q3: 4,297 shares; 2025Q4: 4,218 shares; 2026Q1: 4,475 shares; 2026Q2: 26,676 shares 26,676 $2.3M 0.62% +22,201 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,614 shares; 2024Q4: 7,272 shares; 2025Q1: 5,116 shares; 2025Q2: 5,063 shares; 2025Q3: 5,072 shares; 2025Q4: 5,205 shares; 2026Q1: 5,269 shares; 2026Q2: 5,260 shares 5,260 $2.21M 0.6% -9 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE 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: 1,956 shares; 2026Q1: 2,509 shares; 2026Q2: 2,476 shares 2,476 $2.08M 0.56% -33 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,547 shares; 2024Q4: 1,823 shares; 2025Q1: 1,826 shares; 2025Q2: not reported; 2025Q3: 3,901 shares; 2025Q4: 3,925 shares; 2026Q1: 3,962 shares; 2026Q2: 3,929 shares 3,929 $2.02M 0.55% -33 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,238 shares; 2024Q4: 22,557 shares; 2025Q1: 22,851 shares; 2025Q2: 22,853 shares; 2025Q3: 22,854 shares; 2025Q4: 22,856 shares; 2026Q1: 22,668 shares; 2026Q2: 25,581 shares 25,581 $2.02M 0.55% +2,913 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,039 shares; 2024Q4: 7,901 shares; 2025Q1: 7,916 shares; 2025Q2: 8,057 shares; 2025Q3: 7,807 shares; 2025Q4: 8,012 shares; 2026Q1: 7,968 shares; 2026Q2: 7,697 shares 7,697 $1.94M 0.53% -271 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP 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: 3,037 shares; 2026Q2: 3,003 shares 3,003 $1.92M 0.52% -34 Timeline EFV 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: 10,356 shares; 2026Q1: 22,046 shares; 2026Q2: 24,510 shares 24,510 $1.88M 0.51% +2,464 Timeline SPTM 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: 19,172 shares; 2024Q4: 20,065 shares; 2025Q1: 20,119 shares; 2025Q2: 20,067 shares; 2025Q3: 20,056 shares; 2025Q4: 20,085 shares; 2026Q1: 20,446 shares; 2026Q2: 20,475 shares 20,475 $1.86M 0.5% +29 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: 6,857 shares; 2024Q4: 6,885 shares; 2025Q1: 6,866 shares; 2025Q2: 6,972 shares; 2025Q3: 6,670 shares; 2025Q4: 3,460 shares; 2026Q1: 3,650 shares; 2026Q2: 3,634 shares 3,634 $1.82M 0.49% -16 Timeline SGOV 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: 9,403 shares; 2025Q1: 14,474 shares; 2025Q2: not reported; 2025Q3: 15,944 shares; 2025Q4: 19,165 shares; 2026Q1: 17,336 shares; 2026Q2: 17,413 shares 17,413 $1.75M 0.48% +77 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,093 shares; 2025Q3: 6,070 shares; 2025Q4: 9,269 shares; 2026Q1: 10,032 shares; 2026Q2: 9,817 shares 9,817 $1.73M 0.47% -215 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,160 shares; 2024Q4: 1,155 shares; 2025Q1: 1,032 shares; 2025Q2: 1,006 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,425 shares; 2026Q2: 3,330 shares 3,330 $1.7M 0.46% -95 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,420 shares; 2024Q4: 17,420 shares; 2025Q1: 17,420 shares; 2025Q2: 17,420 shares; 2025Q3: 17,420 shares; 2025Q4: 17,420 shares; 2026Q1: 17,420 shares; 2026Q2: 17,420 shares 17,420 $1.68M 0.45% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,602 shares; 2024Q4: 14,560 shares; 2025Q1: 14,850 shares; 2025Q2: 14,834 shares; 2025Q3: 14,644 shares; 2025Q4: 15,240 shares; 2026Q1: 15,307 shares; 2026Q2: 14,812 shares 14,812 $1.68M 0.45% -495 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS 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: 2,247 shares; 2026Q1: 2,557 shares; 2026Q2: 2,559 shares 2,559 $1.65M 0.45% +2 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 11,665 shares; 2026Q1: 27,238 shares; 2026Q2: 29,721 shares 29,721 $1.57M 0.42% +2,483 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,020 shares; 2024Q4: 12,027 shares; 2025Q1: 12,438 shares; 2025Q2: 12,439 shares; 2025Q3: 12,365 shares; 2025Q4: 12,471 shares; 2026Q1: 12,468 shares; 2026Q2: 12,355 shares 12,355 $1.56M 0.42% -113 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,335 shares; 2024Q4: 5,478 shares; 2025Q1: 5,754 shares; 2025Q2: not reported; 2025Q3: 6,319 shares; 2025Q4: 7,158 shares; 2026Q1: 4,843 shares; 2026Q2: 4,818 shares 4,818 $1.44M 0.39% -25 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP 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: 1,431 shares; 2025Q4: 1,431 shares; 2026Q1: 2,263 shares; 2026Q2: 2,285 shares 2,285 $1.41M 0.38% +22 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,312 shares; 2025Q1: 4,353 shares; 2025Q2: not reported; 2025Q3: 2,998 shares; 2025Q4: 3,739 shares; 2026Q1: 3,949 shares; 2026Q2: 4,194 shares 4,194 $1.4M 0.38% +245 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,473 shares; 2025Q4: 3,569 shares; 2026Q1: 4,367 shares; 2026Q2: 4,612 shares 4,612 $1.4M 0.38% +245 Timeline FTMA PUTNAM ETF TRUST More: the full row for PUTNAM 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: 155,428 shares; 2026Q1: 155,428 shares; 2026Q2: 149,607 shares 149,607 $1.37M 0.37% -5,821 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP 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: 3,594 shares; 2025Q4: 3,312 shares; 2026Q1: 3,382 shares; 2026Q2: 3,398 shares 3,398 $1.34M 0.36% +16 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,726 shares; 2026Q1: 3,746 shares; 2026Q2: 3,841 shares 3,841 $1.32M 0.36% +95 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: 3,150 shares; 2024Q4: 3,130 shares; 2025Q1: 3,854 shares; 2025Q2: 4,251 shares; 2025Q3: 4,058 shares; 2025Q4: 3,463 shares; 2026Q1: 3,488 shares; 2026Q2: 3,450 shares 3,450 $1.27M 0.34% -38 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,650 shares; 2024Q4: 6,024 shares; 2025Q1: 6,030 shares; 2025Q2: 6,038 shares; 2025Q3: 5,441 shares; 2025Q4: 7,020 shares; 2026Q1: 7,268 shares; 2026Q2: 11,220 shares 11,220 $1.21M 0.33% +3,952 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 11,079 shares; 2026Q1: 25,198 shares; 2026Q2: 27,881 shares 27,881 $1.2M 0.33% +2,683 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: 2,194 shares; 2024Q4: 2,124 shares; 2025Q1: 2,179 shares; 2025Q2: 2,222 shares; 2025Q3: 2,222 shares; 2025Q4: 2,408 shares; 2026Q1: 3,099 shares; 2026Q2: 3,227 shares 3,227 $1.14M 0.31% +128 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,573 shares; 2024Q4: 3,837 shares; 2025Q1: 3,846 shares; 2025Q2: 3,851 shares; 2025Q3: 3,605 shares; 2025Q4: 3,647 shares; 2026Q1: 3,368 shares; 2026Q2: 3,293 shares 3,293 $1.13M 0.31% -75 Timeline EFG 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: 7,059 shares; 2026Q2: 8,694 shares 8,694 $1.08M 0.29% +1,635 Timeline IUSB 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: 8,745 shares; 2026Q1: 21,798 shares; 2026Q2: 22,630 shares 22,630 $1.04M 0.28% +832 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS 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: 4,261 shares; 2026Q2: 4,272 shares 4,272 $1.04M 0.28% +11 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,809 shares; 2024Q4: 3,785 shares; 2025Q1: 3,748 shares; 2025Q2: 3,654 shares; 2025Q3: 3,368 shares; 2025Q4: 2,019 shares; 2026Q1: 1,964 shares; 2026Q2: 1,934 shares 1,934 $1.01M 0.27% -30 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,123 shares; 2024Q4: 2,073 shares; 2025Q1: 2,299 shares; 2025Q2: 2,049 shares; 2025Q3: 2,049 shares; 2025Q4: 4,581 shares; 2026Q1: 4,779 shares; 2026Q2: 4,651 shares 4,651 $972K 0.26% -128 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: 5,619 shares; 2024Q4: 5,617 shares; 2025Q1: 5,652 shares; 2025Q2: 5,902 shares; 2025Q3: 5,731 shares; 2025Q4: 6,138 shares; 2026Q1: 6,864 shares; 2026Q2: 7,024 shares 7,024 $960K 0.26% +160 Timeline AVGO BROADCOM INC More: the full row for BROADCOM 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: 1,235 shares; 2025Q4: 2,012 shares; 2026Q1: 2,537 shares; 2026Q2: 2,514 shares 2,514 $950K 0.26% -23 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,644 shares; 2025Q1: 5,233 shares; 2025Q2: not reported; 2025Q3: 5,207 shares; 2025Q4: 5,560 shares; 2026Q1: 5,602 shares; 2026Q2: 5,574 shares 5,574 $947K 0.26% -28 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH 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: 6,496 shares; 2025Q4: 6,359 shares; 2026Q1: 6,233 shares; 2026Q2: 6,210 shares 6,210 $932K 0.25% -23 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,090 shares; 2025Q2: not reported; 2025Q3: 2,573 shares; 2025Q4: 2,470 shares; 2026Q1: 2,542 shares; 2026Q2: 2,384 shares 2,384 $891K 0.24% -158 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,784 shares; 2024Q4: 3,795 shares; 2025Q1: 3,814 shares; 2025Q2: 3,819 shares; 2025Q3: 4,887 shares; 2025Q4: 5,893 shares; 2026Q1: 6,063 shares; 2026Q2: 5,959 shares 5,959 $873K 0.24% -104 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,450 shares; 2024Q4: 5,850 shares; 2025Q1: 5,459 shares; 2025Q2: 4,615 shares; 2025Q3: 4,499 shares; 2025Q4: 5,672 shares; 2026Q1: 5,658 shares; 2026Q2: 5,883 shares 5,883 $872K 0.24% +225 Timeline VOO 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: 891 shares; 2024Q4: 897 shares; 2025Q1: 794 shares; 2025Q2: 781 shares; 2025Q3: 781 shares; 2025Q4: 927 shares; 2026Q1: 1,184 shares; 2026Q2: 1,268 shares 1,268 $871K 0.24% +84 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: 8,282 shares; 2024Q4: 9,845 shares; 2025Q1: 9,831 shares; 2025Q2: 9,979 shares; 2025Q3: 9,840 shares; 2025Q4: 11,175 shares; 2026Q1: 11,126 shares; 2026Q2: 11,297 shares 11,297 $871K 0.24% +171 Timeline COO COOPER COS INC More: the full row for COOPER COS 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: 12,481 shares; 2026Q2: 11,719 shares 11,719 $840K 0.23% -762 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,827 shares; 2024Q4: 1,832 shares; 2025Q1: 1,792 shares; 2025Q2: 1,792 shares; 2025Q3: 1,596 shares; 2025Q4: 1,625 shares; 2026Q1: 1,666 shares; 2026Q2: 1,645 shares 1,645 $817K 0.22% -21 Timeline SPHQ 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: 9,415 shares; 2024Q4: 9,605 shares; 2025Q1: 9,615 shares; 2025Q2: not reported; 2025Q3: 8,932 shares; 2025Q4: 8,942 shares; 2026Q1: 8,954 shares; 2026Q2: 8,962 shares 8,962 $807K 0.22% +8 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,406 shares; 2024Q4: 1,695 shares; 2025Q1: 1,824 shares; 2025Q2: 1,519 shares; 2025Q3: 2,341 shares; 2025Q4: 768 shares; 2026Q1: 1,604 shares; 2026Q2: 1,631 shares 1,631 $779K 0.21% +27 Timeline VTI 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: 1,972 shares; 2024Q4: 1,886 shares; 2025Q1: 1,886 shares; 2025Q2: 1,946 shares; 2025Q3: 2,041 shares; 2025Q4: 2,091 shares; 2026Q1: 2,049 shares; 2026Q2: 2,104 shares 2,104 $778K 0.21% +55 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,949 shares; 2024Q4: 10,358 shares; 2025Q1: 10,924 shares; 2025Q2: not reported; 2025Q3: 12,031 shares; 2025Q4: 11,854 shares; 2026Q1: 11,151 shares; 2026Q2: 10,728 shares 10,728 $774K 0.21% -423 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 11,508 shares; 2026Q2: 14,425 shares 14,425 $727K 0.2% +2,917 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,855 shares; 2025Q2: 1,664 shares; 2025Q3: 2,664 shares; 2025Q4: 2,784 shares; 2026Q1: 2,671 shares; 2026Q2: 2,570 shares 2,570 $723K 0.2% -101 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: 7,693 shares; 2024Q4: 7,121 shares; 2025Q1: 7,141 shares; 2025Q2: 7,161 shares; 2025Q3: 7,183 shares; 2025Q4: 7,209 shares; 2026Q1: 8,073 shares; 2026Q2: 9,504 shares 9,504 $720K 0.2% +1,431 Timeline XLV 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: 8,388 shares; 2024Q4: 7,751 shares; 2025Q1: 7,662 shares; 2025Q2: 5,972 shares; 2025Q3: 4,784 shares; 2025Q4: 4,715 shares; 2026Q1: 4,643 shares; 2026Q2: 4,537 shares 4,537 $720K 0.2% -106 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,483 shares; 2024Q4: 16,483 shares; 2025Q1: 16,483 shares; 2025Q2: 16,483 shares; 2025Q3: 16,445 shares; 2025Q4: 6,342 shares; 2026Q1: 6,342 shares; 2026Q2: 6,342 shares 6,342 $719K 0.19% 0 Timeline SPMO 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: 5,370 shares; 2025Q1: 5,772 shares; 2025Q2: not reported; 2025Q3: 5,395 shares; 2025Q4: 5,248 shares; 2026Q1: 4,532 shares; 2026Q2: 4,281 shares 4,281 $692K 0.19% -251 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,612 shares; 2024Q4: 4,760 shares; 2025Q1: 4,719 shares; 2025Q2: 5,691 shares; 2025Q3: 5,623 shares; 2025Q4: 6,513 shares; 2026Q1: 9,406 shares; 2026Q2: 9,687 shares 9,687 $690K 0.19% +281 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,675 shares; 2024Q4: 7,370 shares; 2025Q1: 7,499 shares; 2025Q2: 7,506 shares; 2025Q3: 7,515 shares; 2025Q4: 7,735 shares; 2026Q1: 7,557 shares; 2026Q2: 7,070 shares 7,070 $682K 0.18% -487 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,581 shares; 2025Q2: 4,603 shares; 2025Q3: 4,628 shares; 2025Q4: 4,878 shares; 2026Q1: 4,856 shares; 2026Q2: 4,784 shares 4,784 $670K 0.18% -72 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM 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: 752 shares 752 $645K 0.17% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,008 shares; 2026Q2: 1,008 shares 1,008 $629K 0.17% 0 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: 2,696 shares; 2024Q4: 2,664 shares; 2025Q1: 2,634 shares; 2025Q2: 2,386 shares; 2025Q3: 2,166 shares; 2025Q4: 2,166 shares; 2026Q1: 2,156 shares; 2026Q2: 2,096 shares 2,096 $627K 0.17% -60 Timeline VCYT VERACYTE INC More: the full row for VERACYTE 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: 12,719 shares; 2026Q1: 13,104 shares; 2026Q2: 10,497 shares 10,497 $616K 0.17% -2,607 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY 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: 4,176 shares 4,176 $611K 0.17% new Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,298 shares; 2024Q4: 7,258 shares; 2025Q1: 7,031 shares; 2025Q2: 6,927 shares; 2025Q3: 6,822 shares; 2025Q4: 6,835 shares; 2026Q1: 6,778 shares; 2026Q2: 6,497 shares 6,497 $606K 0.16% -281 Timeline IWB 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: 631 shares; 2025Q1: 752 shares; 2025Q2: 1,887 shares; 2025Q3: 1,820 shares; 2025Q4: 1,824 shares; 2026Q1: 1,675 shares; 2026Q2: 1,469 shares 1,469 $602K 0.16% -206 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP 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: 2,302 shares; 2026Q2: 2,325 shares 2,325 $595K 0.16% +23 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,430 shares; 2025Q3: 2,440 shares; 2025Q4: 2,511 shares; 2026Q1: 2,843 shares; 2026Q2: 4,067 shares 4,067 $594K 0.16% +1,224 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,448 shares; 2024Q4: 4,794 shares; 2025Q1: 5,533 shares; 2025Q2: 5,889 shares; 2025Q3: 6,066 shares; 2025Q4: 6,196 shares; 2026Q1: 6,147 shares; 2026Q2: 6,159 shares 6,159 $589K 0.16% +12 Timeline VB 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: 1,701 shares; 2024Q4: 1,678 shares; 2025Q1: 1,680 shares; 2025Q2: 1,766 shares; 2025Q3: 1,846 shares; 2025Q4: 1,891 shares; 2026Q1: 1,897 shares; 2026Q2: 1,934 shares 1,934 $586K 0.16% +37 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS 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: 11,536 shares; 2025Q4: 7,206 shares; 2026Q1: 6,876 shares; 2026Q2: 6,672 shares 6,672 $576K 0.16% -204 Timeline TLH 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: 2,023 shares; 2026Q1: 5,170 shares; 2026Q2: 5,487 shares 5,487 $551K 0.15% +317 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 15,140 shares; 2026Q2: 16,955 shares 16,955 $539K 0.15% +1,815 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP 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: 1,685 shares; 2026Q2: 1,683 shares 1,683 $527K 0.14% -2 Timeline YLDE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,130 shares; 2024Q4: 9,674 shares; 2025Q1: 9,674 shares; 2025Q2: not reported; 2025Q3: 9,637 shares; 2025Q4: 9,618 shares; 2026Q1: 9,248 shares; 2026Q2: 9,248 shares 9,248 $514K 0.14% 0 Timeline DVA DAVITA INC More: the full row for DAVITA 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: 2,238 shares 2,238 $498K 0.13% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,527 shares; 2024Q4: 5,760 shares; 2025Q1: 6,181 shares; 2025Q2: 6,465 shares; 2025Q3: 6,198 shares; 2025Q4: 6,240 shares; 2026Q1: 5,758 shares; 2026Q2: 5,027 shares 5,027 $485K 0.13% -731 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,701 shares; 2024Q4: 9,532 shares; 2025Q1: 9,427 shares; 2025Q2: 8,499 shares; 2025Q3: 8,582 shares; 2025Q4: 9,236 shares; 2026Q1: 9,348 shares; 2026Q2: 9,450 shares 9,450 $476K 0.13% +102 Timeline GCT GIGACLOUD TECHNOLOGY INC More: the full row for GIGACLOUD TECHNOLOGY 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: 14,620 shares; 2026Q2: 14,770 shares 14,770 $467K 0.13% +150 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: 7,822 shares; 2024Q4: 8,182 shares; 2025Q1: 8,182 shares; 2025Q2: 8,182 shares; 2025Q3: 8,182 shares; 2025Q4: 8,500 shares; 2026Q1: 8,807 shares; 2026Q2: 8,565 shares 8,565 $458K 0.12% -242 Timeline INTC INTEL CORP More: the full row for INTEL CORP 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: 3,238 shares 3,238 $452K 0.12% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP 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: 3,027 shares; 2025Q4: 4,829 shares; 2026Q1: 4,709 shares; 2026Q2: 4,814 shares 4,814 $450K 0.12% +105 Timeline VO 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: 1,398 shares; 2024Q4: 1,375 shares; 2025Q1: 1,378 shares; 2025Q2: 1,378 shares; 2025Q3: 1,381 shares; 2025Q4: 1,386 shares; 2026Q1: 1,389 shares; 2026Q2: 5,557 shares 5,557 $448K 0.12% +4,168 Timeline ARGX ARGENX SE More: the full row for ARGENX SE 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: 845 shares; 2025Q4: 847 shares; 2026Q1: 505 shares; 2026Q2: 482 shares 482 $447K 0.12% -23 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: 1,394 shares; 2024Q4: not reported; 2025Q1: 1,397 shares; 2025Q2: 1,482 shares; 2025Q3: 1,485 shares; 2025Q4: 1,923 shares; 2026Q1: 1,856 shares; 2026Q2: 1,750 shares 1,750 $444K 0.12% -106 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,458 shares; 2024Q4: 1,651 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,569 shares; 2025Q4: 2,270 shares; 2026Q1: 2,161 shares; 2026Q2: 1,142 shares 1,142 $429K 0.12% -1,019 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP 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: 4,786 shares; 2026Q2: 3,848 shares 3,848 $422K 0.11% -938 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP 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: 2,336 shares; 2025Q4: 2,318 shares; 2026Q1: 2,290 shares; 2026Q2: 2,236 shares 2,236 $418K 0.11% -54 Timeline STT STATE STR CORP More: the full row for STATE STR CORP 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: 2,403 shares; 2026Q2: 2,414 shares 2,414 $409K 0.11% +11 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,719 shares; 2024Q4: 5,446 shares; 2025Q1: 5,521 shares; 2025Q2: 5,521 shares; 2025Q3: 5,521 shares; 2025Q4: 6,183 shares; 2026Q1: 7,040 shares; 2026Q2: 6,829 shares 6,829 $389K 0.11% -211 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,298 shares; 2025Q1: 1,300 shares; 2025Q2: 1,263 shares; 2025Q3: 1,163 shares; 2025Q4: 1,154 shares; 2026Q1: 1,161 shares; 2026Q2: 1,148 shares 1,148 $388K 0.11% -13 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,789 shares; 2024Q4: 1,790 shares; 2025Q1: 1,791 shares; 2025Q2: not reported; 2025Q3: 1,928 shares; 2025Q4: 1,969 shares; 2026Q1: 2,025 shares; 2026Q2: 2,025 shares 2,025 $384K 0.1% 0 Timeline RDVY 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: 6,439 shares; 2024Q4: 5,367 shares; 2025Q1: 5,603 shares; 2025Q2: 5,301 shares; 2025Q3: 4,848 shares; 2025Q4: 4,848 shares; 2026Q1: 4,984 shares; 2026Q2: 4,727 shares 4,727 $383K 0.1% -257 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP 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: 7,976 shares; 2025Q4: 8,351 shares; 2026Q1: 9,506 shares; 2026Q2: 8,448 shares 8,448 $378K 0.1% -1,058 Timeline OEF 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: 2,287 shares; 2026Q1: 1,350 shares; 2026Q2: 1,033 shares 1,033 $378K 0.1% -317 Timeline LMUB 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: not reported; 2026Q2: 7,369 shares 7,369 $377K 0.1% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE 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: 664 shares 664 $372K 0.1% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 521 shares; 2024Q4: 521 shares; 2025Q1: 540 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 762 shares; 2026Q1: 712 shares; 2026Q2: 702 shares 702 $361K 0.1% -10 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,410 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,471 shares; 2025Q3: 3,461 shares; 2025Q4: 3,461 shares; 2026Q1: 3,461 shares; 2026Q2: 3,461 shares 3,461 $360K 0.1% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,051 shares; 2024Q4: 18,101 shares; 2025Q1: 18,151 shares; 2025Q2: 9,979 shares; 2025Q3: 8,576 shares; 2025Q4: 7,472 shares; 2026Q1: 6,817 shares; 2026Q2: 6,179 shares 6,179 $356K 0.1% -638 Timeline ROKU ROKU INC More: the full row for ROKU 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: 2,481 shares; 2026Q2: 2,481 shares 2,481 $343K 0.09% 0 Timeline AA ALCOA CORP More: the full row for ALCOA CORP 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: 7,167 shares; 2026Q2: 6,510 shares 6,510 $339K 0.09% -657 Timeline SMH 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 514 shares 514 $337K 0.09% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,304 shares; 2024Q4: 4,294 shares; 2025Q1: 4,139 shares; 2025Q2: 1,461 shares; 2025Q3: 1,461 shares; 2025Q4: 1,465 shares; 2026Q1: 1,497 shares; 2026Q2: 1,433 shares 1,433 $320K 0.09% -64 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,966 shares; 2024Q4: 2,966 shares; 2025Q1: 2,966 shares; 2025Q2: 2,966 shares; 2025Q3: 2,966 shares; 2025Q4: 2,972 shares; 2026Q1: 2,980 shares; 2026Q2: 2,993 shares 2,993 $319K 0.09% +13 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,785 shares; 2024Q4: 5,507 shares; 2025Q1: 5,214 shares; 2025Q2: 5,216 shares; 2025Q3: 5,204 shares; 2025Q4: 5,843 shares; 2026Q1: 6,858 shares; 2026Q2: 7,511 shares 7,511 $318K 0.09% +653 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF 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: 6,557 shares 6,557 $309K 0.08% new Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,165 shares; 2024Q4: 7,413 shares; 2025Q1: 7,226 shares; 2025Q2: 7,173 shares; 2025Q3: 7,079 shares; 2025Q4: 6,101 shares; 2026Q1: 6,011 shares; 2026Q2: 6,018 shares 6,018 $309K 0.08% +7 Timeline IAGG 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: 5,677 shares; 2026Q2: 6,062 shares 6,062 $307K 0.08% +385 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP 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: 133 shares 133 $302K 0.08% new 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: not reported; 2025Q1: 2,426 shares; 2025Q2: not reported; 2025Q3: 1,486 shares; 2025Q4: 1,658 shares; 2026Q1: 2,538 shares; 2026Q2: 2,579 shares 2,579 $301K 0.08% +41 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: not reported; 2024Q4: not reported; 2025Q1: 469 shares; 2025Q2: 470 shares; 2025Q3: 470 shares; 2025Q4: 521 shares; 2026Q1: 488 shares; 2026Q2: 467 shares 467 $296K 0.08% -21 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES 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: 2,975 shares; 2026Q1: 3,744 shares; 2026Q2: 3,903 shares 3,903 $295K 0.08% +159 Timeline VXF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 957 shares; 2025Q4: 1,029 shares; 2026Q1: 1,128 shares; 2026Q2: 1,159 shares 1,159 $285K 0.08% +31 Timeline XLE 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: 7,863 shares; 2024Q4: 7,615 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,289 shares; 2026Q1: 5,309 shares; 2026Q2: 5,309 shares 5,309 $282K 0.08% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,257 shares; 2025Q3: 1,258 shares; 2025Q4: 1,634 shares; 2026Q1: 1,695 shares; 2026Q2: 1,502 shares 1,502 $272K 0.07% -193 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,882 shares; 2024Q4: not reported; 2025Q1: 5,182 shares; 2025Q2: 5,182 shares; 2025Q3: 5,182 shares; 2025Q4: 5,182 shares; 2026Q1: 5,182 shares; 2026Q2: 5,182 shares 5,182 $257K 0.07% 0 Timeline WGS GENEDX HOLDINGS CORP More: the full row for GENEDX HOLDINGS CORP 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: 3,716 shares 3,716 $255K 0.07% new Timeline HYMB 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: 19,432 shares; 2024Q4: 16,915 shares; 2025Q1: 16,927 shares; 2025Q2: 14,895 shares; 2025Q3: 14,914 shares; 2025Q4: 10,140 shares; 2026Q1: 9,754 shares; 2026Q2: 9,823 shares 9,823 $250K 0.07% +69 Timeline MBB 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: 2,316 shares; 2026Q2: 2,642 shares 2,642 $250K 0.07% +326 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 328 shares 328 $236K 0.06% new Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET 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: 5,134 shares 5,134 $228K 0.06% new Timeline IWP 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: 1,511 shares; 2025Q3: 1,511 shares; 2025Q4: 1,512 shares; 2026Q1: not reported; 2026Q2: 1,514 shares 1,514 $222K 0.06% new Timeline GOVT 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: not reported; 2026Q2: 9,443 shares 9,443 $215K 0.06% new Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,443 shares; 2024Q4: 10,831 shares; 2025Q1: 10,863 shares; 2025Q2: not reported; 2025Q3: 10,869 shares; 2025Q4: 10,660 shares; 2026Q1: 10,695 shares; 2026Q2: 10,730 shares 10,730 $214K 0.06% +35 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: 3,344 shares; 2024Q4: 3,334 shares; 2025Q1: 3,206 shares; 2025Q2: not reported; 2025Q3: 1,365 shares; 2025Q4: 1,313 shares; 2026Q1: 1,358 shares; 2026Q2: 1,293 shares 1,293 $214K 0.06% -65 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP 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: 6,006 shares 6,006 $211K 0.06% new Timeline CLS CELESTICA INC More: the full row for CELESTICA 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: 562 shares 562 $205K 0.06% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,906 shares; 2024Q4: 6,089 shares; 2025Q1: 6,256 shares; 2025Q2: 6,295 shares; 2025Q3: 6,072 shares; 2025Q4: 6,055 shares; 2026Q1: 7,141 shares; 2026Q2: 4,200 shares 4,200 $203K 0.06% -2,941 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,604 shares; 2024Q4: 2,514 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 280 shares 280 $202K 0.05% new Timeline QUAD QUAD / GRAPHICS INC More: the full row for QUAD / GRAPHICS 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: 14,705 shares; 2025Q4: 14,920 shares; 2026Q1: 14,920 shares; 2026Q2: 14,920 shares 14,920 $126K 0.03% 0 Timeline PATH UIPATH INC More: the full row for UIPATH 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: 14,260 shares; 2025Q4: 19,518 shares; 2026Q1: 23,180 shares; 2026Q2: 11,113 shares 11,113 $121K 0.03% -12,067 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,067 shares 13,067 $100K 0.03% new Timeline AKBA AKEBIA THREAPEUTICS INC More: the full row for AKEBIA THREAPEUTICS 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: 18,164 shares 18,164 $20.7K 0.01% new Timeline