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: 10,451 shares; 2024Q4: 15,552 shares; 2025Q1: 11,354 shares; 2025Q2: 11,554 shares; 2025Q3: 21,097 shares; 2025Q4: 22,971 shares; 2026Q1: 13,536 shares; 2026Q2: 11,621 shares 11,621 $8.7M 9.72% -1,915 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: 46,210 shares; 2024Q4: 120,322 shares; 2025Q1: 78,608 shares; 2025Q2: 78,298 shares; 2025Q3: 56,623 shares; 2025Q4: 54,885 shares; 2026Q1: 40,845 shares; 2026Q2: 33,860 shares 33,860 $6.78M 7.57% -6,985 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: 16,085 shares; 2024Q4: 44,538 shares; 2025Q1: 42,254 shares; 2025Q2: 42,176 shares; 2025Q3: 41,922 shares; 2025Q4: 46,963 shares; 2026Q1: 18,410 shares; 2026Q2: 17,095 shares 17,095 $6.11M 6.82% -1,315 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: 10,329 shares; 2024Q4: 30,241 shares; 2025Q1: 27,771 shares; 2025Q2: 27,876 shares; 2025Q3: 37,454 shares; 2025Q4: 55,423 shares; 2026Q1: 10,675 shares; 2026Q2: 16,409 shares 16,409 $5.63M 6.28% +5,734 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: 14,742 shares; 2024Q4: 35,913 shares; 2025Q1: 33,894 shares; 2025Q2: 33,761 shares; 2025Q3: 22,678 shares; 2025Q4: 24,241 shares; 2026Q1: 19,271 shares; 2026Q2: 17,576 shares 17,576 $4.19M 4.68% -1,695 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: 6,770 shares; 2024Q4: 31,155 shares; 2025Q1: 13,234 shares; 2025Q2: 13,198 shares; 2025Q3: 6,523 shares; 2025Q4: 6,175 shares; 2026Q1: 5,303 shares; 2026Q2: 5,727 shares 5,727 $4.14M 4.62% +424 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,152 shares; 2024Q4: 37,147 shares; 2025Q1: 28,011 shares; 2025Q2: 26,645 shares; 2025Q3: 14,933 shares; 2025Q4: 14,390 shares; 2026Q1: 11,831 shares; 2026Q2: 13,583 shares 13,583 $4.08M 4.56% +1,752 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,712 shares; 2024Q4: 7,347 shares; 2025Q1: 6,339 shares; 2025Q2: 5,994 shares; 2025Q3: 5,952 shares; 2025Q4: 5,795 shares; 2026Q1: 4,582 shares; 2026Q2: 5,472 shares 5,472 $3.86M 4.31% +890 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,071 shares; 2024Q4: 15,917 shares; 2025Q1: 15,032 shares; 2025Q2: 14,931 shares; 2025Q3: 14,808 shares; 2025Q4: 16,716 shares; 2026Q1: 17,109 shares; 2026Q2: 9,169 shares 9,169 $3.42M 3.82% -7,940 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: 13,623 shares; 2024Q4: 34,785 shares; 2025Q1: 32,990 shares; 2025Q2: 32,751 shares; 2025Q3: 12,449 shares; 2025Q4: 11,042 shares; 2026Q1: 10,263 shares; 2026Q2: 11,300 shares 11,300 $3.27M 3.65% +1,037 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: not reported; 2024Q4: 17,597 shares; 2025Q1: 35,664 shares; 2025Q2: 35,664 shares; 2025Q3: 70,224 shares; 2025Q4: 77,529 shares; 2026Q1: 46,726 shares; 2026Q2: 30,726 shares 30,726 $3.19M 3.56% -16,000 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,577 shares; 2024Q4: 5,840 shares; 2025Q1: 5,369 shares; 2025Q2: 5,288 shares; 2025Q3: 5,220 shares; 2025Q4: 57,665 shares; 2026Q1: 46,667 shares; 2026Q2: 41,706 shares 41,706 $2.98M 3.33% -4,961 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: 10,578 shares; 2024Q4: 35,992 shares; 2025Q1: 32,881 shares; 2025Q2: 32,924 shares; 2025Q3: 5,523 shares; 2025Q4: 5,436 shares; 2026Q1: 5,054 shares; 2026Q2: 4,861 shares 4,861 $2.82M 3.15% -193 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: not reported; 2025Q3: 86,863 shares; 2025Q4: 96,993 shares; 2026Q1: 82,175 shares; 2026Q2: 78,476 shares 78,476 $2.61M 2.92% -3,699 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,590 shares; 2024Q4: 7,299 shares; 2025Q1: 7,108 shares; 2025Q2: 7,093 shares; 2025Q3: 4,759 shares; 2025Q4: 5,238 shares; 2026Q1: 2,687 shares; 2026Q2: 2,411 shares 2,411 $2.44M 2.72% -276 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: 2,832 shares; 2024Q4: 5,403 shares; 2025Q1: 5,149 shares; 2025Q2: 5,055 shares; 2025Q3: 4,998 shares; 2025Q4: 5,426 shares; 2026Q1: 4,302 shares; 2026Q2: 3,829 shares 3,829 $2.16M 2.41% -473 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: 26,850 shares; 2024Q4: 90,306 shares; 2025Q1: 84,093 shares; 2025Q2: 84,290 shares; 2025Q3: 66,722 shares; 2025Q4: 73,773 shares; 2026Q1: 46,958 shares; 2026Q2: 28,844 shares 28,844 $1.93M 2.16% -18,114 Timeline EEM 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: 20,925 shares; 2025Q1: 31,213 shares; 2025Q2: 31,213 shares; 2025Q3: 61,553 shares; 2025Q4: 67,966 shares; 2026Q1: 52,313 shares; 2026Q2: 27,773 shares 27,773 $1.9M 2.12% -24,540 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,644 shares; 2024Q4: 27,444 shares; 2025Q1: 25,552 shares; 2025Q2: 25,609 shares; 2025Q3: 22,386 shares; 2025Q4: 24,617 shares; 2026Q1: 15,185 shares; 2026Q2: 9,167 shares 9,167 $1.74M 1.95% -6,018 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 861 shares; 2024Q4: 5,408 shares; 2025Q1: 5,331 shares; 2025Q2: 5,306 shares; 2025Q3: 715 shares; 2025Q4: 662 shares; 2026Q1: not reported; 2026Q2: 6,936 shares 6,936 $1.42M 1.59% 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: 6,387 shares; 2024Q4: 12,256 shares; 2025Q1: 11,213 shares; 2025Q2: 11,159 shares; 2025Q3: 11,497 shares; 2025Q4: 12,715 shares; 2026Q1: 6,208 shares; 2026Q2: 4,150 shares 4,150 $1.36M 1.52% -2,058 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: 24,502 shares; 2024Q4: 28,068 shares; 2025Q1: 24,664 shares; 2025Q2: 24,781 shares; 2025Q3: 24,491 shares; 2025Q4: 23,619 shares; 2026Q1: 16,824 shares; 2026Q2: 22,613 shares 22,613 $1.21M 1.35% +5,789 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,753 shares; 2024Q4: 21,129 shares; 2025Q1: 18,351 shares; 2025Q2: 18,356 shares; 2025Q3: 19,498 shares; 2025Q4: 20,786 shares; 2026Q1: 8,989 shares; 2026Q2: 10,951 shares 10,951 $1.2M 1.34% +1,962 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: 11,731 shares; 2024Q4: 21,611 shares; 2025Q1: 18,857 shares; 2025Q2: 18,884 shares; 2025Q3: 11,842 shares; 2025Q4: 27,680 shares; 2026Q1: 17,101 shares; 2026Q2: 21,456 shares 21,456 $1.14M 1.27% +4,355 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,758 shares; 2025Q3: 8,758 shares; 2025Q4: 725,981 shares; 2026Q1: 8,758 shares; 2026Q2: 8,758 shares 8,758 $992K 1.11% 0 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,264 shares; 2024Q4: 15,397 shares; 2025Q1: 15,172 shares; 2025Q2: 15,311 shares; 2025Q3: 15,369 shares; 2025Q4: 15,058 shares; 2026Q1: 10,731 shares; 2026Q2: 14,346 shares 14,346 $970K 1.08% +3,615 Timeline XLI 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: 23,000 shares; 2025Q4: 23,000 shares; 2026Q1: 7,000 shares; 2026Q2: 5,000 shares 5,000 $926K 1.03% -2,000 Timeline XLB 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: 41,186 shares; 2026Q1: 22,000 shares; 2026Q2: 16,000 shares 16,000 $813K 0.91% -6,000 Timeline XLU 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: 20,500 shares; 2025Q4: 49,666 shares; 2026Q1: 22,600 shares; 2026Q2: 17,600 shares 17,600 $798K 0.89% -5,000 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $747K 0.83% 0 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: 18,258 shares; 2025Q1: 3,350 shares; 2025Q2: 8,281 shares; 2025Q3: 8,202 shares; 2025Q4: 9,519 shares; 2026Q1: 2,149 shares; 2026Q2: 4,986 shares 4,986 $698K 0.78% +2,837 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: 1,328 shares; 2024Q4: 1,386 shares; 2025Q1: 1,318 shares; 2025Q2: 1,591 shares; 2025Q3: 1,474 shares; 2025Q4: 1,441 shares; 2026Q1: 1,135 shares; 2026Q2: 1,322 shares 1,322 $556K 0.62% +187 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: 17,400 shares; 2025Q4: 21,078 shares; 2026Q1: 9,000 shares; 2026Q2: 6,500 shares 6,500 $540K 0.6% -2,500 Timeline OIH 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: 1,212 shares; 2024Q4: 4,110 shares; 2025Q1: 3,935 shares; 2025Q2: 3,949 shares; 2025Q3: 4,186 shares; 2025Q4: 4,702 shares; 2026Q1: 3,481 shares; 2026Q2: 1,361 shares 1,361 $506K 0.57% -2,120 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: 2,083 shares; 2024Q4: 3,681 shares; 2025Q1: 3,273 shares; 2025Q2: 3,252 shares; 2025Q3: 1,581 shares; 2025Q4: 1,484 shares; 2026Q1: 1,239 shares; 2026Q2: 1,362 shares 1,362 $467K 0.52% +123 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,757 shares; 2024Q4: 5,634 shares; 2025Q1: 4,304 shares; 2025Q2: 4,351 shares; 2025Q3: 4,402 shares; 2025Q4: 4,327 shares; 2026Q1: 3,378 shares; 2026Q2: 4,137 shares 4,137 $423K 0.47% +759 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,431 shares; 2024Q4: 11,980 shares; 2025Q1: 11,836 shares; 2025Q2: 3,844 shares; 2025Q3: 3,829 shares; 2025Q4: 3,445 shares; 2026Q1: 3,379 shares; 2026Q2: 3,037 shares 3,037 $415K 0.46% -342 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,238 shares; 2024Q4: 24,928 shares; 2025Q1: 5,072 shares; 2025Q2: 5,005 shares; 2025Q3: 4,922 shares; 2025Q4: 9,330 shares; 2026Q1: 3,883 shares; 2026Q2: 3,883 shares 3,883 $397K 0.44% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,397 shares; 2024Q4: 12,639 shares; 2025Q1: 12,136 shares; 2025Q2: 12,060 shares; 2025Q3: 3,495 shares; 2025Q4: 3,279 shares; 2026Q1: 3,000 shares; 2026Q2: 2,760 shares 2,760 $358K 0.4% -240 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,981 shares; 2025Q1: 1,672 shares; 2025Q2: 1,703 shares; 2025Q3: 1,785 shares; 2025Q4: 1,686 shares; 2026Q1: 1,590 shares; 2026Q2: 1,592 shares 1,592 $345K 0.38% +2 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: 6,543 shares; 2024Q4: 21,127 shares; 2025Q1: 5,800 shares; 2025Q2: 5,861 shares; 2025Q3: 2,156 shares; 2025Q4: 2,206 shares; 2026Q1: 2,129 shares; 2026Q2: 2,132 shares 2,132 $295K 0.33% +3 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,486 shares; 2025Q1: 2,747 shares; 2025Q2: 2,735 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 231 shares 231 $246K 0.27% new Timeline DFTX DEFINIUM THERAPEUTICS INC More: the full row for DEFINIUM THERAPEUTICS 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: 5,200 shares 5,200 $245K 0.27% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,270 shares; 2024Q4: 5,380 shares; 2025Q1: 5,301 shares; 2025Q2: 5,279 shares; 2025Q3: 1,067 shares; 2025Q4: 1,020 shares; 2026Q1: 999 shares; 2026Q2: 851 shares 851 $230K 0.26% -148 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 39,752 shares; 2025Q1: 39,139 shares; 2025Q2: 38,518 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,673 shares; 2026Q2: 4,673 shares 4,673 $219K 0.24% 0 Timeline ATAI ATAIBECKLEY INC More: the full row for ATAIBECKLEY 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: 16,837 shares; 2026Q2: 16,837 shares 16,837 $88.7K 0.1% 0 Timeline