IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,076 shares; 2024Q4: 80,416 shares; 2025Q1: 77,125 shares; 2025Q2: 66,626 shares; 2025Q3: 72,172 shares; 2025Q4: 79,706 shares; 2026Q1: 121,551 shares; 2026Q2: 253,902 shares 253,902 $11.7M 6.72% +132,351 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: 7,185 shares; 2024Q4: 5,551 shares; 2025Q1: 6,602 shares; 2025Q2: 5,215 shares; 2025Q3: 4,799 shares; 2025Q4: 4,454 shares; 2026Q1: 5,630 shares; 2026Q2: 11,856 shares 11,856 $8.88M 5.09% +6,226 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: 28,136 shares; 2024Q4: 32,882 shares; 2025Q1: 34,875 shares; 2025Q2: 27,049 shares; 2025Q3: 26,568 shares; 2025Q4: 29,688 shares; 2026Q1: 41,667 shares; 2026Q2: 55,397 shares 55,397 $7.62M 4.37% +13,730 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,144 shares; 2024Q4: 89,498 shares; 2025Q1: 100,700 shares; 2025Q2: 97,731 shares; 2025Q3: 84,821 shares; 2025Q4: 75,943 shares; 2026Q1: 83,563 shares; 2026Q2: 91,691 shares 91,691 $7.53M 4.32% +8,128 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: 51,253 shares; 2024Q4: 38,351 shares; 2025Q1: 38,984 shares; 2025Q2: 40,116 shares; 2025Q3: 45,222 shares; 2025Q4: 46,675 shares; 2026Q1: 128,790 shares; 2026Q2: 287,911 shares 287,911 $6.56M 3.76% +159,121 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,366 shares; 2024Q4: 115,788 shares; 2025Q1: 164,893 shares; 2025Q2: 119,006 shares; 2025Q3: 156,148 shares; 2025Q4: 149,103 shares; 2026Q1: 147,022 shares; 2026Q2: 119,691 shares 119,691 $6.03M 3.46% -27,331 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,531 shares; 2024Q4: 95,577 shares; 2025Q1: 124,147 shares; 2025Q2: 107,362 shares; 2025Q3: 81,122 shares; 2025Q4: 66,304 shares; 2026Q1: 56,096 shares; 2026Q2: 54,542 shares 54,542 $6.02M 3.45% -1,554 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: 8,132 shares; 2024Q4: 18,473 shares; 2025Q1: 28,498 shares; 2025Q2: 30,867 shares; 2025Q3: 33,313 shares; 2025Q4: 56,178 shares; 2026Q1: 74,202 shares; 2026Q2: 72,316 shares 72,316 $5.99M 3.44% -1,886 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: 16,663 shares; 2024Q4: 20,486 shares; 2025Q1: 44,650 shares; 2025Q2: 43,867 shares; 2025Q3: 42,763 shares; 2025Q4: 37,835 shares; 2026Q1: 47,570 shares; 2026Q2: 49,193 shares 49,193 $4.95M 2.84% +1,623 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: 20,317 shares; 2024Q4: 12,495 shares; 2025Q1: 11,838 shares; 2025Q2: 12,542 shares; 2025Q3: 14,981 shares; 2025Q4: 16,929 shares; 2026Q1: 23,625 shares; 2026Q2: 49,102 shares 49,102 $4.64M 2.66% +25,477 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: 2,943 shares; 2024Q4: 6,669 shares; 2025Q1: 7,326 shares; 2025Q2: 6,716 shares; 2025Q3: 5,471 shares; 2025Q4: 4,907 shares; 2026Q1: 5,291 shares; 2026Q2: 6,268 shares 6,268 $4.62M 2.65% +977 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: 5,732 shares; 2025Q1: 6,206 shares; 2025Q2: 6,497 shares; 2025Q3: 6,416 shares; 2025Q4: 6,627 shares; 2026Q1: 9,242 shares; 2026Q2: 10,548 shares 10,548 $3.62M 2.08% +1,306 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: 47,292 shares; 2025Q3: 52,411 shares; 2025Q4: 53,102 shares; 2026Q1: 75,903 shares; 2026Q2: 61,183 shares 61,183 $3.1M 1.78% -14,720 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F 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: 49,989 shares 49,989 $3.07M 1.76% new 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: 20,280 shares; 2024Q4: 19,487 shares; 2025Q1: 19,187 shares; 2025Q2: 12,733 shares; 2025Q3: 11,265 shares; 2025Q4: 11,248 shares; 2026Q1: 11,338 shares; 2026Q2: 10,528 shares 10,528 $3.05M 1.75% -810 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F 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: 53,253 shares 53,253 $3.01M 1.73% new 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: 6,037 shares; 2024Q4: 8,603 shares; 2025Q1: 8,587 shares; 2025Q2: 7,244 shares; 2025Q3: 5,721 shares; 2025Q4: 4,821 shares; 2026Q1: 3,914 shares; 2026Q2: 3,997 shares 3,997 $2.98M 1.71% +83 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,039 shares; 2024Q4: 13,375 shares; 2025Q1: 14,387 shares; 2025Q2: 15,639 shares; 2025Q3: 19,872 shares; 2025Q4: 23,614 shares; 2026Q1: 42,209 shares; 2026Q2: 56,304 shares 56,304 $2.95M 1.69% +14,095 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: 19,400 shares; 2024Q4: 18,929 shares; 2025Q1: 14,989 shares; 2025Q2: 11,494 shares; 2025Q3: 10,846 shares; 2025Q4: 21,680 shares; 2026Q1: 19,568 shares; 2026Q2: 15,390 shares 15,390 $2.93M 1.68% -4,178 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,391 shares; 2024Q4: 22,046 shares; 2025Q1: 38,269 shares; 2025Q2: 33,226 shares; 2025Q3: 24,390 shares; 2025Q4: 33,179 shares; 2026Q1: 30,182 shares; 2026Q2: 64,987 shares 64,987 $2.76M 1.58% +34,805 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: 11,142 shares; 2026Q2: 82,448 shares 82,448 $2.62M 1.5% +71,306 Timeline ISHG 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: 34,672 shares 34,672 $2.57M 1.48% new 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: 18,874 shares; 2024Q4: 16,154 shares; 2025Q1: 17,002 shares; 2025Q2: 16,060 shares; 2025Q3: 21,112 shares; 2025Q4: 22,612 shares; 2026Q1: 24,893 shares; 2026Q2: 36,878 shares 36,878 $2.51M 1.44% +11,985 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,156 shares; 2024Q4: 16,111 shares; 2025Q1: 5,924 shares; 2025Q2: 7,060 shares; 2025Q3: 8,530 shares; 2025Q4: 8,900 shares; 2026Q1: 5,654 shares; 2026Q2: 24,656 shares 24,656 $2.38M 1.36% +19,002 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: 21,027 shares; 2024Q4: 22,094 shares; 2025Q1: 26,792 shares; 2025Q2: 26,904 shares; 2025Q3: 24,672 shares; 2025Q4: 14,378 shares; 2026Q1: 14,336 shares; 2026Q2: 10,724 shares 10,724 $2.35M 1.35% -3,612 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: 2,037 shares; 2025Q1: 6,532 shares; 2025Q2: 9,311 shares; 2025Q3: 12,977 shares; 2025Q4: 12,198 shares; 2026Q1: 14,860 shares; 2026Q2: 23,353 shares 23,353 $2.34M 1.34% +8,493 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: 2,364 shares; 2024Q4: 2,433 shares; 2025Q1: 3,574 shares; 2025Q2: 3,494 shares; 2025Q3: 4,377 shares; 2025Q4: 7,704 shares; 2026Q1: 8,864 shares; 2026Q2: 10,239 shares 10,239 $2.32M 1.33% +1,375 Timeline SYSB 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: 4,629 shares; 2026Q1: 16,698 shares; 2026Q2: 26,025 shares 26,025 $2.31M 1.32% +9,327 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: 3,442 shares; 2024Q4: 3,442 shares; 2025Q1: 3,483 shares; 2025Q2: 3,641 shares; 2025Q3: 3,381 shares; 2025Q4: 3,356 shares; 2026Q1: 3,357 shares; 2026Q2: 3,357 shares 3,357 $2.31M 1.32% 0 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST 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: 33,790 shares 33,790 $1.7M 0.98% new Timeline IALT 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: not reported; 2026Q2: 60,348 shares 60,348 $1.69M 0.97% new 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: 11,743 shares; 2024Q4: 10,571 shares; 2025Q1: 11,135 shares; 2025Q2: 8,762 shares; 2025Q3: 7,202 shares; 2025Q4: 7,187 shares; 2026Q1: 7,391 shares; 2026Q2: 6,864 shares 6,864 $1.64M 0.94% -527 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: 921 shares; 2025Q1: 1,352 shares; 2025Q2: 4,132 shares; 2025Q3: 4,021 shares; 2025Q4: 5,735 shares; 2026Q1: 6,005 shares; 2026Q2: 4,314 shares 4,314 $1.59M 0.91% -1,691 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: 9,206 shares; 2024Q4: 9,181 shares; 2025Q1: 8,920 shares; 2025Q2: 5,834 shares; 2025Q3: 5,070 shares; 2025Q4: 4,865 shares; 2026Q1: 4,574 shares; 2026Q2: 4,467 shares 4,467 $1.58M 0.91% -107 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: 21,244 shares; 2025Q1: 22,441 shares; 2025Q2: 20,640 shares; 2025Q3: 23,712 shares; 2025Q4: 20,840 shares; 2026Q1: 21,531 shares; 2026Q2: 19,510 shares 19,510 $1.47M 0.85% -2,021 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: 6,319 shares; 2024Q4: 7,966 shares; 2025Q1: 5,328 shares; 2025Q2: 4,864 shares; 2025Q3: 1,996 shares; 2025Q4: 1,946 shares; 2026Q1: 7,195 shares; 2026Q2: 11,254 shares 11,254 $1.4M 0.8% +4,059 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,948 shares; 2024Q4: 6,424 shares; 2025Q1: 2,395 shares; 2025Q2: 2,280 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,853 shares 15,853 $1.37M 0.79% new Timeline STIP 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: 19,514 shares; 2025Q3: 21,295 shares; 2025Q4: 7,482 shares; 2026Q1: 5,861 shares; 2026Q2: 13,219 shares 13,219 $1.35M 0.77% +7,358 Timeline FLOT 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: 25,741 shares 25,741 $1.31M 0.75% new 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: 15,599 shares; 2024Q4: 14,928 shares; 2025Q1: 12,592 shares; 2025Q2: 28,043 shares; 2025Q3: 27,967 shares; 2025Q4: 26,424 shares; 2026Q1: 32,343 shares; 2026Q2: 16,399 shares 16,399 $1.26M 0.72% -15,944 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,957 shares; 2024Q4: 7,957 shares; 2025Q1: 7,969 shares; 2025Q2: 7,957 shares; 2025Q3: 7,957 shares; 2025Q4: 7,957 shares; 2026Q1: 7,957 shares; 2026Q2: 7,957 shares 7,957 $1.24M 0.71% 0 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S 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: 23,620 shares 23,620 $1.2M 0.69% new 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: 1,869 shares; 2024Q4: 1,922 shares; 2025Q1: 1,873 shares; 2025Q2: 1,958 shares; 2025Q3: 1,814 shares; 2025Q4: 1,894 shares; 2026Q1: 2,289 shares; 2026Q2: 2,105 shares 2,105 $1.19M 0.68% -184 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,168 shares; 2024Q4: 21,535 shares; 2025Q1: 22,064 shares; 2025Q2: 24,418 shares; 2025Q3: 23,559 shares; 2025Q4: 22,614 shares; 2026Q1: 24,528 shares; 2026Q2: 10,484 shares 10,484 $1.14M 0.66% -14,044 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: 8,544 shares; 2024Q4: 9,744 shares; 2025Q1: 13,080 shares; 2025Q2: 10,574 shares; 2025Q3: 6,165 shares; 2025Q4: 5,791 shares; 2026Q1: 7,216 shares; 2026Q2: 5,600 shares 5,600 $1.12M 0.64% -1,616 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: 14,073 shares; 2025Q4: 14,466 shares; 2026Q1: 18,779 shares; 2026Q2: 21,033 shares 21,033 $1.11M 0.64% +2,254 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: 3,620 shares; 2024Q4: 3,661 shares; 2025Q1: 4,401 shares; 2025Q2: 3,086 shares; 2025Q3: 1,952 shares; 2025Q4: 1,903 shares; 2026Q1: 2,601 shares; 2026Q2: 2,743 shares 2,743 $1.02M 0.59% +142 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: 6,460 shares; 2024Q4: 6,637 shares; 2025Q1: 7,655 shares; 2025Q2: 3,139 shares; 2025Q3: 2,187 shares; 2025Q4: 2,147 shares; 2026Q1: 2,119 shares; 2026Q2: 2,822 shares 2,822 $1.01M 0.58% +703 Timeline XLP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,584 shares; 2026Q1: 10,376 shares; 2026Q2: 11,835 shares 11,835 $983K 0.56% +1,459 Timeline ILOW AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,990 shares; 2024Q4: 28,990 shares; 2025Q1: 23,718 shares; 2025Q2: 23,876 shares; 2025Q3: 23,876 shares; 2025Q4: 23,573 shares; 2026Q1: 19,941 shares; 2026Q2: 19,941 shares 19,941 $907K 0.52% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,939 shares; 2024Q4: 6,939 shares; 2025Q1: 6,939 shares; 2025Q2: 6,531 shares; 2025Q3: 8,275 shares; 2025Q4: 8,470 shares; 2026Q1: 8,940 shares; 2026Q2: 8,960 shares 8,960 $903K 0.52% +20 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: 8,962 shares; 2026Q2: 17,218 shares 17,218 $867K 0.5% +8,256 Timeline CORO 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: not reported; 2026Q2: 23,626 shares 23,626 $865K 0.5% new 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: 3,278 shares; 2024Q4: 14,356 shares; 2025Q1: 16,029 shares; 2025Q2: 6,898 shares; 2025Q3: 4,945 shares; 2025Q4: 5,093 shares; 2026Q1: 3,521 shares; 2026Q2: 3,925 shares 3,925 $835K 0.48% +404 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,119 shares; 2025Q4: 9,905 shares; 2026Q1: 24,404 shares; 2026Q2: 14,871 shares 14,871 $795K 0.46% -9,533 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,996 shares; 2025Q3: 10,178 shares; 2025Q4: 10,853 shares; 2026Q1: 23,792 shares; 2026Q2: 23,844 shares 23,844 $794K 0.46% +52 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,481 shares; 2024Q4: 20,663 shares; 2025Q1: 32,498 shares; 2025Q2: 36,580 shares; 2025Q3: 36,730 shares; 2025Q4: 35,573 shares; 2026Q1: 36,654 shares; 2026Q2: 32,145 shares 32,145 $779K 0.45% -4,509 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,896 shares; 2026Q1: 2,140 shares; 2026Q2: 6,456 shares 6,456 $695K 0.4% +4,316 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: not reported; 2024Q4: not reported; 2025Q1: 2,380 shares; 2025Q2: 3,063 shares; 2025Q3: not reported; 2025Q4: 1,268 shares; 2026Q1: 1,015 shares; 2026Q2: 1,140 shares 1,140 $662K 0.38% +125 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: 8,539 shares; 2025Q3: 11,299 shares; 2025Q4: 11,450 shares; 2026Q1: 15,997 shares; 2026Q2: 15,037 shares 15,037 $648K 0.37% -960 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,413 shares; 2024Q4: 11,413 shares; 2025Q1: 11,413 shares; 2025Q2: 11,413 shares; 2025Q3: 11,413 shares; 2025Q4: 11,413 shares; 2026Q1: 11,361 shares; 2026Q2: 11,361 shares 11,361 $583K 0.33% 0 Timeline IBDT 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: 11,570 shares; 2025Q2: 34,851 shares; 2025Q3: 34,978 shares; 2025Q4: 39,288 shares; 2026Q1: 40,339 shares; 2026Q2: 22,965 shares 22,965 $580K 0.33% -17,374 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: not reported; 2024Q4: 1,158 shares; 2025Q1: 1,747 shares; 2025Q2: 1,215 shares; 2025Q3: not reported; 2025Q4: 739 shares; 2026Q1: 644 shares; 2026Q2: 1,202 shares 1,202 $574K 0.33% +558 Timeline EWJ 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: 21,053 shares; 2025Q1: 25,131 shares; 2025Q2: 13,968 shares; 2025Q3: 10,858 shares; 2025Q4: 10,786 shares; 2026Q1: 5,184 shares; 2026Q2: 5,317 shares 5,317 $496K 0.28% +133 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: not reported; 2024Q4: not reported; 2025Q1: 2,332 shares; 2025Q2: 2,332 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,988 shares 2,988 $474K 0.27% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,055 shares; 2024Q4: 7,055 shares; 2025Q1: 7,055 shares; 2025Q2: 7,055 shares; 2025Q3: 7,055 shares; 2025Q4: 7,055 shares; 2026Q1: 7,055 shares; 2026Q2: 7,055 shares 7,055 $473K 0.27% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,123 shares 2,123 $463K 0.27% new 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: 3,847 shares; 2024Q4: 3,787 shares; 2025Q1: 3,930 shares; 2025Q2: 2,680 shares; 2025Q3: 2,122 shares; 2025Q4: 1,118 shares; 2026Q1: 1,168 shares; 2026Q2: 1,233 shares 1,233 $423K 0.24% +65 Timeline 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: 3,440 shares; 2024Q4: 1,910 shares; 2025Q1: 3,608 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,382 shares; 2026Q1: 1,588 shares; 2026Q2: 1,762 shares 1,762 $417K 0.24% +174 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: 485 shares; 2024Q4: 470 shares; 2025Q1: 4,512 shares; 2025Q2: 1,283 shares; 2025Q3: 1,394 shares; 2025Q4: 1,553 shares; 2026Q1: 1,261 shares; 2026Q2: 831 shares 831 $416K 0.24% -430 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR 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: 10,129 shares; 2025Q4: 15,249 shares; 2026Q1: 14,560 shares; 2026Q2: 14,560 shares 14,560 $378K 0.22% 0 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: 4,256 shares; 2024Q4: 2,598 shares; 2025Q1: 2,785 shares; 2025Q2: not reported; 2025Q3: 2,901 shares; 2025Q4: 4,068 shares; 2026Q1: 3,450 shares; 2026Q2: 2,970 shares 2,970 $362K 0.21% -480 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: 3,652 shares; 2024Q4: 4,270 shares; 2025Q1: 3,467 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,567 shares; 2026Q2: 2,567 shares 2,567 $351K 0.2% 0 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,423 shares; 2024Q4: 20,260 shares; 2025Q1: 9,440 shares; 2025Q2: 9,127 shares; 2025Q3: 8,446 shares; 2025Q4: 8,446 shares; 2026Q1: 7,973 shares; 2026Q2: 7,973 shares 7,973 $347K 0.2% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 254 shares; 2024Q4: 337 shares; 2025Q1: 514 shares; 2025Q2: 535 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 173 shares; 2026Q2: 173 shares 173 $344K 0.2% 0 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: not reported; 2024Q4: 981 shares; 2025Q1: not reported; 2025Q2: 825 shares; 2025Q3: 815 shares; 2025Q4: 765 shares; 2026Q1: 765 shares; 2026Q2: 815 shares 815 $343K 0.2% +50 Timeline XLF 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: 66,742 shares; 2024Q4: 9,352 shares; 2025Q1: 9,608 shares; 2025Q2: 9,170 shares; 2025Q3: 9,559 shares; 2025Q4: 9,286 shares; 2026Q1: 8,260 shares; 2026Q2: 6,366 shares 6,366 $341K 0.2% -1,894 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: 5,063 shares; 2024Q4: 5,563 shares; 2025Q1: 6,967 shares; 2025Q2: 3,380 shares; 2025Q3: 2,383 shares; 2025Q4: 2,603 shares; 2026Q1: 2,603 shares; 2026Q2: 2,947 shares 2,947 $334K 0.19% +344 Timeline IBDU 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: 13,476 shares; 2025Q2: 34,502 shares; 2025Q3: 34,629 shares; 2025Q4: 34,078 shares; 2026Q1: 34,078 shares; 2026Q2: 14,059 shares 14,059 $326K 0.19% -20,019 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST 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: 6,452 shares 6,452 $321K 0.18% new 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: 4,076 shares; 2026Q1: 5,312 shares; 2026Q2: 1,323 shares 1,323 $321K 0.18% -3,989 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST 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: 14,166 shares 14,166 $318K 0.18% new 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: not reported; 2024Q4: 780 shares; 2025Q1: 780 shares; 2025Q2: 860 shares; 2025Q3: 842 shares; 2025Q4: 859 shares; 2026Q1: 830 shares; 2026Q2: 830 shares 830 $307K 0.18% 0 Timeline NAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 9,691 shares; 2025Q4: 9,691 shares; 2026Q1: 9,691 shares; 2026Q2: 9,691 shares 9,691 $307K 0.18% 0 Timeline QTOP 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: 7,434 shares; 2026Q2: 7,866 shares 7,866 $304K 0.17% +432 Timeline IBTI 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: 13,172 shares; 2026Q2: 13,378 shares 13,378 $296K 0.17% +206 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 7,021 shares; 2025Q4: 7,021 shares; 2026Q1: 7,021 shares; 2026Q2: 7,021 shares 7,021 $295K 0.17% 0 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,945 shares; 2024Q4: 17,745 shares; 2025Q1: 24,780 shares; 2025Q2: 24,731 shares; 2025Q3: 24,920 shares; 2025Q4: 23,002 shares; 2026Q1: 18,714 shares; 2026Q2: 12,041 shares 12,041 $292K 0.17% -6,673 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,360 shares; 2025Q3: not reported; 2025Q4: 1,125 shares; 2026Q1: 2,025 shares; 2026Q2: 1,932 shares 1,932 $283K 0.16% -93 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,797 shares; 2024Q4: 7,397 shares; 2025Q1: 6,947 shares; 2025Q2: 6,852 shares; 2025Q3: 6,873 shares; 2025Q4: 6,382 shares; 2026Q1: 3,674 shares; 2026Q2: 2,775 shares 2,775 $278K 0.16% -899 Timeline IEUR 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: 3,797 shares; 2025Q3: 4,033 shares; 2025Q4: 4,143 shares; 2026Q1: 3,685 shares; 2026Q2: 3,685 shares 3,685 $277K 0.16% 0 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: 2,996 shares; 2025Q2: 3,917 shares; 2025Q3: 5,277 shares; 2025Q4: 6,193 shares; 2026Q1: 5,818 shares; 2026Q2: 757 shares 757 $277K 0.16% -5,061 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91 shares; 2025Q3: 86 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 159 shares 159 $270K 0.15% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 718 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 636 shares 636 $264K 0.15% new Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F 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: 4,911 shares; 2025Q4: 4,957 shares; 2026Q1: 5,661 shares; 2026Q2: 5,732 shares 5,732 $264K 0.15% +71 Timeline ACWV 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: not reported; 2026Q1: not reported; 2026Q2: 2,170 shares 2,170 $261K 0.15% new Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE 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: 11,173 shares; 2026Q2: 14,173 shares 14,173 $246K 0.14% +3,000 Timeline IBTH 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: 14,457 shares; 2025Q2: 15,702 shares; 2025Q3: 15,702 shares; 2025Q4: 15,986 shares; 2026Q1: 15,986 shares; 2026Q2: 10,923 shares 10,923 $244K 0.14% -5,063 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,630 shares; 2025Q2: 3,730 shares; 2025Q3: 3,730 shares; 2025Q4: 4,730 shares; 2026Q1: 4,980 shares; 2026Q2: 5,752 shares 5,752 $236K 0.14% +772 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: 8,003 shares; 2024Q4: 8,559 shares; 2025Q1: 9,862 shares; 2025Q2: 9,018 shares; 2025Q3: 8,600 shares; 2025Q4: 5,822 shares; 2026Q1: 5,427 shares; 2026Q2: 2,417 shares 2,417 $233K 0.13% -3,010 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: 1,744 shares; 2024Q4: 5,991 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,396 shares; 2025Q4: not reported; 2026Q1: 1,909 shares; 2026Q2: 1,511 shares 1,511 $224K 0.13% -398 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: 1,385 shares; 2024Q4: 1,385 shares; 2025Q1: 1,507 shares; 2025Q2: 624 shares; 2025Q3: 370 shares; 2025Q4: 370 shares; 2026Q1: not reported; 2026Q2: 430 shares 430 $221K 0.13% new 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: 1,533 shares; 2024Q4: 2,139 shares; 2025Q1: 2,022 shares; 2025Q2: 1,985 shares; 2025Q3: 1,060 shares; 2025Q4: 1,050 shares; 2026Q1: 955 shares; 2026Q2: 655 shares 655 $214K 0.12% -300 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS 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: 1,901 shares 1,901 $214K 0.12% new Timeline STUB STUBHUB HLDGS INC More: the full row for STUBHUB 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: 19,000 shares; 2026Q2: 14,000 shares 14,000 $180K 0.1% -5,000 Timeline HBNB HOTEL101 GLOBAL HOLDINGS COR More: the full row for HOTEL101 GLOBAL HOLDINGS COR 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: 20,584 shares; 2026Q1: 32,439 shares; 2026Q2: 32,439 shares 32,439 $169K 0.1% 0 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,850 shares; 2024Q4: 60,850 shares; 2025Q1: 60,850 shares; 2025Q2: 25,514 shares; 2025Q3: 11,169 shares; 2025Q4: 11,169 shares; 2026Q1: 11,169 shares; 2026Q2: 10,720 shares 10,720 $129K 0.07% -449 Timeline RIV RIVERNORTH OPPORTUNITIES FD More: the full row for RIVERNORTH OPPORTUNITIES 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: not reported; 2026Q1: not reported; 2026Q2: 11,007 shares 11,007 $128K 0.07% new Timeline LX LEXINFINTECH HLDGS LTD More: the full row for LEXINFINTECH HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000 $29.6K 0.02% 0 Timeline