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 loaded; 2024Q4: 178,695 shares; 2025Q1: 247,388 shares; 2025Q2: 287,926 shares; 2025Q3: 326,664 shares; 2025Q4: 335,493 shares; 2026Q1: 438,794 shares; 2026Q2: 516,863 shares 516,863 $217M 57.07% +78,069 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: not loaded; 2024Q4: 40,727 shares; 2025Q1: 102,687 shares; 2025Q2: 109,214 shares; 2025Q3: 111,383 shares; 2025Q4: 128,012 shares; 2026Q1: 154,803 shares; 2026Q2: 163,608 shares 163,608 $32.7M 8.59% +8,805 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 88,488 shares; 2025Q1: 116,843 shares; 2025Q2: 124,634 shares; 2025Q3: 134,597 shares; 2025Q4: 143,793 shares; 2026Q1: 164,408 shares; 2026Q2: 189,247 shares 189,247 $16.5M 4.32% +24,839 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,478 shares; 2025Q4: 27,596 shares; 2026Q1: 65,124 shares; 2026Q2: 159,234 shares 159,234 $16.2M 4.24% +94,110 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: not loaded; 2024Q4: 4,307 shares; 2025Q1: 5,961 shares; 2025Q2: 6,130 shares; 2025Q3: 5,695 shares; 2025Q4: 5,737 shares; 2026Q1: 5,462 shares; 2026Q2: 5,536 shares 5,536 $11M 2.89% +74 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 222,256 shares; 2025Q1: 187,116 shares; 2025Q2: 184,421 shares; 2025Q3: 184,421 shares; 2025Q4: 195,555 shares; 2026Q1: 184,248 shares; 2026Q2: 210,255 shares 210,255 $6.97M 1.83% +26,007 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 141,821 shares; 2025Q1: 160,764 shares; 2025Q2: 165,124 shares; 2025Q3: 184,809 shares; 2025Q4: 198,475 shares; 2026Q1: 205,494 shares; 2026Q2: 196,461 shares 196,461 $5.69M 1.49% -9,033 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: not loaded; 2024Q4: 11,814 shares; 2025Q1: 16,586 shares; 2025Q2: 17,497 shares; 2025Q3: 22,727 shares; 2025Q4: 25,187 shares; 2026Q1: 26,488 shares; 2026Q2: 22,925 shares 22,925 $5.46M 1.43% -3,563 Timeline STRK STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 64,127 shares; 2025Q2: 67,741 shares; 2025Q3: 72,525 shares; 2025Q4: 83,130 shares; 2026Q1: 81,502 shares; 2026Q2: 78,131 shares 78,131 $4.6M 1.21% -3,371 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,325 shares; 2025Q1: 4,398 shares; 2025Q2: 4,698 shares; 2025Q3: 5,350 shares; 2025Q4: 8,165 shares; 2026Q1: 9,285 shares; 2026Q2: 11,096 shares 11,096 $3.97M 1.04% +1,811 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,410 shares; 2025Q1: 23,410 shares; 2025Q2: 23,410 shares; 2025Q3: 23,335 shares; 2025Q4: 23,442 shares; 2026Q1: 23,317 shares; 2026Q2: 23,318 shares 23,318 $3.66M 0.96% +1 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 loaded; 2024Q4: not reported; 2025Q1: 8,742 shares; 2025Q2: 8,687 shares; 2025Q3: 9,550 shares; 2025Q4: 14,494 shares; 2026Q1: 16,329 shares; 2026Q2: 31,246 shares 31,246 $3.65M 0.96% +14,917 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 121,666 shares; 2025Q1: 121,366 shares; 2025Q2: 121,366 shares; 2025Q3: 117,800 shares; 2025Q4: 119,732 shares; 2026Q1: 119,290 shares; 2026Q2: 117,083 shares 117,083 $3.57M 0.94% -2,207 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 86,916 shares; 2025Q1: 91,618 shares; 2025Q2: 104,618 shares; 2025Q3: 100,198 shares; 2025Q4: 86,249 shares; 2026Q1: 81,260 shares; 2026Q2: 108,310 shares 108,310 $3.19M 0.84% +27,050 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 82,512 shares; 2025Q1: 85,603 shares; 2025Q2: 99,883 shares; 2025Q3: 105,400 shares; 2025Q4: 111,042 shares; 2026Q1: 106,227 shares; 2026Q2: 109,135 shares 109,135 $3.02M 0.79% +2,908 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: not loaded; 2024Q4: 7,597 shares; 2025Q1: 10,970 shares; 2025Q2: 9,511 shares; 2025Q3: 10,540 shares; 2025Q4: 13,864 shares; 2026Q1: 14,780 shares; 2026Q2: 9,588 shares 9,588 $2.77M 0.73% -5,192 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 54,564 shares; 2025Q1: 52,437 shares; 2025Q2: 52,437 shares; 2025Q3: 50,247 shares; 2025Q4: 51,437 shares; 2026Q1: 48,507 shares; 2026Q2: 48,057 shares 48,057 $2.54M 0.67% -450 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 loaded; 2024Q4: 3,710 shares; 2025Q1: 3,784 shares; 2025Q2: 4,084 shares; 2025Q3: 4,094 shares; 2025Q4: 4,412 shares; 2026Q1: 4,527 shares; 2026Q2: 5,254 shares 5,254 $2.51M 0.66% +727 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 loaded; 2024Q4: 5,917 shares; 2025Q1: 5,950 shares; 2025Q2: 5,950 shares; 2025Q3: 6,308 shares; 2025Q4: 6,233 shares; 2026Q1: 6,233 shares; 2026Q2: 6,277 shares 6,277 $2.32M 0.61% +44 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: not loaded; 2024Q4: 4,000 shares; 2025Q1: 4,316 shares; 2025Q2: 4,373 shares; 2025Q3: 5,637 shares; 2025Q4: 14,576 shares; 2026Q1: 15,077 shares; 2026Q2: 6,192 shares 6,192 $2.31M 0.61% -8,885 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 70,017 shares; 2025Q1: 70,017 shares; 2025Q2: 70,017 shares; 2025Q3: 70,017 shares; 2025Q4: 69,576 shares; 2026Q1: 64,926 shares; 2026Q2: 64,926 shares 64,926 $2.02M 0.53% 0 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 loaded; 2024Q4: 4,825 shares; 2025Q1: 5,218 shares; 2025Q2: 5,353 shares; 2025Q3: 6,373 shares; 2025Q4: 13,245 shares; 2026Q1: 15,797 shares; 2026Q2: 58,382 shares 58,382 $1.94M 0.51% +42,585 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,112 shares; 2026Q2: 5,049 shares 5,049 $1.53M 0.4% -63 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,202 shares 1,202 $1.39M 0.36% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,123 shares; 2025Q1: 1,234 shares; 2025Q2: 1,234 shares; 2025Q3: 1,264 shares; 2025Q4: 1,376 shares; 2026Q1: 1,376 shares; 2026Q2: 1,681 shares 1,681 $1.26M 0.33% +305 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,308 shares; 2025Q1: 8,286 shares; 2025Q2: 8,273 shares; 2025Q3: 8,223 shares; 2025Q4: 8,361 shares; 2026Q1: 8,342 shares; 2026Q2: 8,308 shares 8,308 $1.22M 0.32% -34 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: not loaded; 2024Q4: 6,548 shares; 2025Q1: 6,548 shares; 2025Q2: 6,548 shares; 2025Q3: 6,548 shares; 2025Q4: 6,640 shares; 2026Q1: 6,586 shares; 2026Q2: 6,586 shares 6,586 $1.08M 0.28% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,139 shares; 2026Q1: 2,427 shares; 2026Q2: 1,794 shares 1,794 $1.04M 0.27% -633 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: not loaded; 2024Q4: not reported; 2025Q1: 1,565 shares; 2025Q2: 1,719 shares; 2025Q3: 1,592 shares; 2025Q4: 1,712 shares; 2026Q1: 1,782 shares; 2026Q2: 2,449 shares 2,449 $865K 0.23% +667 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: not loaded; 2024Q4: not reported; 2025Q1: 660 shares; 2025Q2: 730 shares; 2025Q3: 734 shares; 2025Q4: 1,134 shares; 2026Q1: 1,312 shares; 2026Q2: 1,518 shares 1,518 $855K 0.22% +206 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 loaded; 2024Q4: 989 shares; 2025Q1: 1,181 shares; 2025Q2: 1,212 shares; 2025Q3: 1,248 shares; 2025Q4: 1,432 shares; 2026Q1: 1,844 shares; 2026Q2: 2,083 shares 2,083 $787K 0.21% +239 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 loaded; 2024Q4: 1,764 shares; 2025Q1: 2,871 shares; 2025Q2: 2,871 shares; 2025Q3: 3,011 shares; 2025Q4: 3,688 shares; 2026Q1: 5,201 shares; 2026Q2: 4,826 shares 4,826 $707K 0.19% -375 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares; 2026Q2: 7,500 shares 7,500 $642K 0.17% 0 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,300 shares; 2026Q1: 13,300 shares; 2026Q2: 13,300 shares 13,300 $608K 0.16% 0 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,133 shares; 2025Q1: 15,286 shares; 2025Q2: 15,286 shares; 2025Q3: 15,081 shares; 2025Q4: 13,212 shares; 2026Q1: 13,063 shares; 2026Q2: 12,099 shares 12,099 $588K 0.15% -964 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 519 shares; 2025Q3: 519 shares; 2025Q4: 602 shares; 2026Q1: 823 shares; 2026Q2: 824 shares 824 $566K 0.15% +1 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 766 shares 766 $564K 0.15% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 853 shares 853 $559K 0.15% new 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: not loaded; 2024Q4: 6,507 shares; 2025Q1: 6,515 shares; 2025Q2: 6,515 shares; 2025Q3: 7,235 shares; 2025Q4: 6,372 shares; 2026Q1: 7,764 shares; 2026Q2: 7,771 shares 7,771 $554K 0.15% +7 Timeline MGC 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,339 shares; 2026Q1: 2,339 shares; 2026Q2: 1,904 shares 1,904 $521K 0.14% -435 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,219 shares; 2025Q1: 19,219 shares; 2025Q2: 19,219 shares; 2025Q3: 16,033 shares; 2025Q4: 15,877 shares; 2026Q1: 14,294 shares; 2026Q2: 13,244 shares 13,244 $504K 0.13% -1,050 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $477K 0.13% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,779 shares 2,779 $475K 0.12% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 645 shares 645 $466K 0.12% new Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,411 shares; 2025Q4: 4,420 shares; 2026Q1: 4,564 shares; 2026Q2: 4,435 shares 4,435 $451K 0.12% -129 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 564 shares; 2025Q1: 589 shares; 2025Q2: 589 shares; 2025Q3: 446 shares; 2025Q4: 381 shares; 2026Q1: 381 shares; 2026Q2: 381 shares 381 $448K 0.12% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 563 shares; 2025Q2: 577 shares; 2025Q3: 627 shares; 2025Q4: 577 shares; 2026Q1: 577 shares; 2026Q2: 577 shares 577 $440K 0.12% 0 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 31,906 shares; 2025Q1: 19,390 shares; 2025Q2: 14,890 shares; 2025Q3: 13,190 shares; 2025Q4: 12,840 shares; 2026Q1: 12,840 shares; 2026Q2: 10,940 shares 10,940 $434K 0.11% -1,900 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: not loaded; 2024Q4: not reported; 2025Q1: 297 shares; 2025Q2: 341 shares; 2025Q3: 353 shares; 2025Q4: 365 shares; 2026Q1: 413 shares; 2026Q2: 419 shares 419 $392K 0.1% +6 Timeline ASST STRIVE INC More: the full row for STRIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,727 shares 35,727 $390K 0.1% new 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: not loaded; 2024Q4: 1,158 shares; 2025Q1: 1,158 shares; 2025Q2: 1,158 shares; 2025Q3: 1,158 shares; 2025Q4: 1,285 shares; 2026Q1: 1,285 shares; 2026Q2: 1,285 shares 1,285 $390K 0.1% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,059 shares; 2025Q1: 16,202 shares; 2025Q2: 16,202 shares; 2025Q3: 13,359 shares; 2025Q4: 12,199 shares; 2026Q1: 11,299 shares; 2026Q2: 10,739 shares 10,739 $389K 0.1% -560 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: not loaded; 2024Q4: 693 shares; 2025Q1: 693 shares; 2025Q2: 693 shares; 2025Q3: 693 shares; 2025Q4: 693 shares; 2026Q1: 693 shares; 2026Q2: 4,158 shares 4,158 $358K 0.09% +3,465 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: not loaded; 2024Q4: 1,164 shares; 2025Q1: 1,005 shares; 2025Q2: 998 shares; 2025Q3: 810 shares; 2025Q4: 803 shares; 2026Q1: 1,007 shares; 2026Q2: 1,057 shares 1,057 $346K 0.09% +50 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 706 shares 706 $341K 0.09% new Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,704 shares; 2025Q3: 4,704 shares; 2025Q4: 5,059 shares; 2026Q1: 5,236 shares; 2026Q2: 5,104 shares 5,104 $332K 0.09% -132 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,848 shares; 2026Q2: 1,617 shares 1,617 $323K 0.08% -231 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 351 shares; 2025Q1: 354 shares; 2025Q2: 347 shares; 2025Q3: 276 shares; 2025Q4: 292 shares; 2026Q1: 246 shares; 2026Q2: 255 shares 255 $306K 0.08% +9 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,887 shares; 2026Q2: 2,028 shares 2,028 $301K 0.08% -859 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,432 shares; 2025Q1: 7,887 shares; 2025Q2: 6,887 shares; 2025Q3: 6,707 shares; 2025Q4: 6,193 shares; 2026Q1: 6,193 shares; 2026Q2: 6,043 shares 6,043 $291K 0.08% -150 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,589 shares; 2026Q2: 2,371 shares 2,371 $278K 0.07% -218 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,100 shares; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares; 2026Q1: 3,100 shares; 2026Q2: 3,100 shares 3,100 $260K 0.07% 0 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: not loaded; 2024Q4: 1,528 shares; 2025Q1: 1,528 shares; 2025Q2: 1,528 shares; 2025Q3: 1,528 shares; 2025Q4: 1,528 shares; 2026Q1: 1,057 shares; 2026Q2: 1,057 shares 1,057 $250K 0.07% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,674 shares; 2026Q2: 1,825 shares 1,825 $250K 0.07% +151 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 495 shares; 2026Q2: 495 shares 495 $243K 0.06% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,240 shares; 2026Q2: 1,102 shares 1,102 $242K 0.06% -138 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 671 shares 671 $230K 0.06% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,309 shares; 2026Q2: 2,688 shares 2,688 $217K 0.06% +1,379 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,291 shares; 2025Q1: 13,186 shares; 2025Q2: 15,932 shares; 2025Q3: 9,832 shares; 2025Q4: 8,112 shares; 2026Q1: 7,984 shares; 2026Q2: 5,984 shares 5,984 $216K 0.06% -2,000 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,331 shares; 2025Q4: not reported; 2026Q1: 4,265 shares; 2026Q2: 4,201 shares 4,201 $214K 0.06% -64 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,075 shares; 2026Q1: not reported; 2026Q2: 4,250 shares 4,250 $201K 0.05% new Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,000 shares 21,000 $184K 0.05% new Timeline TSLL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,000 shares; 2026Q2: 12,350 shares 12,350 $175K 0.05% -650 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 538 shares 538 $160K 0.04% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 330 shares 330 $143K 0.04% new Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,375 shares; 2026Q1: 15,375 shares; 2026Q2: 15,375 shares 15,375 $137K 0.04% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 283 shares 283 $113K 0.03% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,614 shares; 2026Q2: 899 shares 899 $90.2K 0.02% -715 Timeline SEV APTERA MOTORS CORP More: the full row for APTERA MOTORS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34,100 shares 34,100 $83.5K 0.02% new Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,635 shares; 2025Q1: 16,635 shares; 2025Q2: 16,635 shares; 2025Q3: 16,635 shares; 2025Q4: 16,635 shares; 2026Q1: 16,635 shares; 2026Q2: 13,635 shares 13,635 $64.5K 0.02% -3,000 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,408 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,110 shares; 2025Q4: 12,110 shares; 2026Q1: 14,175 shares; 2026Q2: 18,976 shares 18,976 $42.7K 0.01% +4,801 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 75 shares 75 $25.1K 0.01% new Timeline GGROW GOGORO INC More: the full row for GOGORO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 240,000 shares; 2025Q1: 240,000 shares; 2025Q2: 200,000 shares; 2025Q3: 170,000 shares; 2025Q4: 110,500 shares; 2026Q1: 110,500 shares; 2026Q2: 110,500 shares 110,500 $1.03K <0.01% 0 Timeline