SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 648,290 shares; 2024Q4: 863,628 shares; 2025Q1: 389,853 shares; 2025Q2: 349,894 shares; 2025Q3: 391,384 shares; 2025Q4: 306,905 shares; 2026Q1: 215,694 shares; 2026Q2: 347,973 shares 347,973 $38.4M 7.83% +132,279 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: 1,886 shares; 2024Q4: 2,705 shares; 2025Q1: 2,705 shares; 2025Q2: 4,850 shares; 2025Q3: 38,728 shares; 2025Q4: 54,003 shares; 2026Q1: 61,119 shares; 2026Q2: 63,893 shares 63,893 $23.5M 4.8% +2,774 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: 94,253 shares; 2024Q4: 87,380 shares; 2025Q1: 127,206 shares; 2025Q2: 98,123 shares; 2025Q3: 82,623 shares; 2025Q4: 104,666 shares; 2026Q1: 116,868 shares; 2026Q2: 111,399 shares 111,399 $22.3M 4.55% -5,469 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: 30,196 shares; 2024Q4: 31,630 shares; 2025Q1: 27,606 shares; 2025Q2: 24,473 shares; 2025Q3: 23,264 shares; 2025Q4: 25,800 shares; 2026Q1: 49,303 shares; 2026Q2: 55,816 shares 55,816 $20.8M 4.25% +6,513 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,199 shares; 2024Q4: 184,238 shares; 2025Q1: 174,069 shares; 2025Q2: 208,020 shares; 2025Q3: 129,309 shares; 2025Q4: 159,494 shares; 2026Q1: 205,432 shares; 2026Q2: 208,026 shares 208,026 $19.7M 4.01% +2,594 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: 75,900 shares; 2024Q4: 68,944 shares; 2025Q1: 53,378 shares; 2025Q2: 54,458 shares; 2025Q3: 53,498 shares; 2025Q4: 67,096 shares; 2026Q1: 79,913 shares; 2026Q2: 70,389 shares 70,389 $16.8M 3.42% -9,524 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: 3,857 shares; 2024Q4: 4,170 shares; 2025Q1: 3,109 shares; 2025Q2: 14,979 shares; 2025Q3: 25,090 shares; 2025Q4: 25,170 shares; 2026Q1: 28,740 shares; 2026Q2: 32,541 shares 32,541 $16.3M 3.32% +3,801 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: 12,769 shares; 2024Q4: 7,001 shares; 2025Q1: 9,653 shares; 2025Q2: 9,653 shares; 2025Q3: 8,880 shares; 2025Q4: 24,296 shares; 2026Q1: 20,802 shares; 2026Q2: 20,905 shares 20,905 $15.7M 3.19% +103 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,178 shares; 2024Q4: 189,034 shares; 2025Q1: 206,252 shares; 2025Q2: 206,869 shares; 2025Q3: 198,945 shares; 2025Q4: 199,262 shares; 2026Q1: 245,051 shares; 2026Q2: 196,129 shares 196,129 $13.6M 2.78% -48,922 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: 66,339 shares; 2024Q4: 65,498 shares; 2025Q1: 54,343 shares; 2025Q2: 62,142 shares; 2025Q3: 50,770 shares; 2025Q4: 38,874 shares; 2026Q1: 38,371 shares; 2026Q2: 37,849 shares 37,849 $13.5M 2.76% -522 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,060 shares; 2024Q4: 41,298 shares; 2025Q1: 82,008 shares; 2025Q2: 72,090 shares; 2025Q3: 67,990 shares; 2025Q4: 50,291 shares; 2026Q1: 22,300 shares; 2026Q2: 29,448 shares 29,448 $12.7M 2.59% +7,148 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: 12,104 shares; 2024Q4: 9,099 shares; 2025Q1: 7,529 shares; 2025Q2: 7,465 shares; 2025Q3: 7,700 shares; 2025Q4: 16,624 shares; 2026Q1: 16,468 shares; 2026Q2: 22,095 shares 22,095 $12.4M 2.54% +5,627 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: 7,720 shares; 2024Q4: 9,251 shares; 2025Q1: 8,302 shares; 2025Q2: 24,905 shares; 2025Q3: 23,414 shares; 2025Q4: 25,219 shares; 2026Q1: 25,133 shares; 2026Q2: 31,778 shares 31,778 $12M 2.45% +6,645 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: 100,879 shares; 2025Q1: 189,269 shares; 2025Q2: 99,940 shares; 2025Q3: 185,859 shares; 2025Q4: 220,691 shares; 2026Q1: 141,532 shares; 2026Q2: 152,699 shares 152,699 $11.5M 2.35% +11,167 Timeline SAP SAP SE More: the full row for SAP 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: 26,491 shares; 2025Q4: 12,778 shares; 2026Q1: 43,998 shares; 2026Q2: 74,064 shares 74,064 $11.4M 2.33% +30,066 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,607 shares; 2024Q4: 10,874 shares; 2025Q1: 12,352 shares; 2025Q2: 12,172 shares; 2025Q3: 42,038 shares; 2025Q4: 42,494 shares; 2026Q1: 62,977 shares; 2026Q2: 64,393 shares 64,393 $10.1M 2.06% +1,416 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: 56,673 shares; 2024Q4: 54,106 shares; 2025Q1: 43,166 shares; 2025Q2: 34,021 shares; 2025Q3: 32,236 shares; 2025Q4: 31,553 shares; 2026Q1: 34,382 shares; 2026Q2: 33,263 shares 33,263 $9.63M 1.96% -1,119 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 51,428 shares 51,428 $9.53M 1.94% new 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: not reported; 2025Q1: not reported; 2025Q2: 52,560 shares; 2025Q3: 41,860 shares; 2025Q4: 41,860 shares; 2026Q1: 41,860 shares; 2026Q2: 28,167 shares 28,167 $9.43M 1.92% -13,693 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,087 shares; 2025Q2: 12,569 shares; 2025Q3: 12,069 shares; 2025Q4: 41,049 shares; 2026Q1: 83,800 shares; 2026Q2: 76,380 shares 76,380 $8.99M 1.83% -7,420 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: not reported; 2025Q3: not reported; 2025Q4: 64,737 shares; 2026Q1: 86,300 shares; 2026Q2: 54,342 shares 54,342 $7.96M 1.62% -31,958 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,264 shares; 2024Q4: 7,943 shares; 2025Q1: 7,935 shares; 2025Q2: 7,935 shares; 2025Q3: 7,905 shares; 2025Q4: 7,894 shares; 2026Q1: 7,886 shares; 2026Q2: 7,886 shares 7,886 $7.71M 1.57% 0 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: 35,360 shares; 2024Q4: 35,674 shares; 2025Q1: 47,697 shares; 2025Q2: 70,889 shares; 2025Q3: 94,901 shares; 2025Q4: 51,926 shares; 2026Q1: 102,604 shares; 2026Q2: 88,985 shares 88,985 $7.69M 1.57% -13,619 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: 4,549 shares; 2025Q1: 7,174 shares; 2025Q2: 48,071 shares; 2025Q3: 54,061 shares; 2025Q4: 96,135 shares; 2026Q1: 138,428 shares; 2026Q2: 220,293 shares 220,293 $7.33M 1.5% +81,865 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG 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: 68,061 shares; 2025Q4: 125,800 shares; 2026Q1: 200,041 shares; 2026Q2: 182,041 shares 182,041 $6.45M 1.31% -18,000 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: 79,015 shares; 2024Q4: 49,983 shares; 2025Q1: 63,304 shares; 2025Q2: 43,789 shares; 2025Q3: 36,613 shares; 2025Q4: 38,782 shares; 2026Q1: 37,267 shares; 2026Q2: 86,796 shares 86,796 $6.26M 1.28% +49,529 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: 1,154 shares; 2024Q4: 1,250 shares; 2025Q1: 6,816 shares; 2025Q2: 2,705 shares; 2025Q3: 1,364 shares; 2025Q4: 1,413 shares; 2026Q1: 8,665 shares; 2026Q2: 9,046 shares 9,046 $6.21M 1.27% +381 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,812 shares; 2024Q4: 16,866 shares; 2025Q1: 17,495 shares; 2025Q2: 3,840 shares; 2025Q3: 4,703 shares; 2025Q4: 29,749 shares; 2026Q1: 41,421 shares; 2026Q2: 47,547 shares 47,547 $5.58M 1.14% +6,126 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: 89,657 shares; 2024Q4: 60,754 shares; 2025Q1: 25,388 shares; 2025Q2: 31,159 shares; 2025Q3: 56,294 shares; 2025Q4: 80,485 shares; 2026Q1: 97,005 shares; 2026Q2: 67,562 shares 67,562 $5.55M 1.13% -29,443 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: 5,589 shares; 2024Q4: 5,407 shares; 2025Q1: 4,989 shares; 2025Q2: 4,580 shares; 2025Q3: 4,206 shares; 2025Q4: 8,468 shares; 2026Q1: 12,189 shares; 2026Q2: 26,956 shares 26,956 $5.14M 1.05% +14,767 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: 10,093 shares; 2024Q4: 29,453 shares; 2025Q1: 32,168 shares; 2025Q2: 32,201 shares; 2025Q3: 30,429 shares; 2025Q4: 30,429 shares; 2026Q1: 23,994 shares; 2026Q2: 23,994 shares 23,994 $5.11M 1.04% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41,450 shares 41,450 $4.84M 0.99% new 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: 9,865 shares; 2024Q4: 13,200 shares; 2025Q1: 18,386 shares; 2025Q2: 18,603 shares; 2025Q3: 15,912 shares; 2025Q4: 16,059 shares; 2026Q1: 20,631 shares; 2026Q2: 20,819 shares 20,819 $4.57M 0.93% +188 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: 20,005 shares; 2024Q4: 18,196 shares; 2025Q1: 18,190 shares; 2025Q2: 18,675 shares; 2025Q3: 21,888 shares; 2025Q4: 8,452 shares; 2026Q1: 13,262 shares; 2026Q2: 13,304 shares 13,304 $4.56M 0.93% +42 Timeline NU NU HLDGS LTD More: the full row for NU 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 340,745 shares 340,745 $4.55M 0.93% new 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: 5,202 shares; 2024Q4: 5,203 shares; 2025Q1: 17,515 shares; 2025Q2: 23,708 shares; 2025Q3: 15,256 shares; 2025Q4: 5,500 shares; 2026Q1: 9,388 shares; 2026Q2: 12,793 shares 12,793 $4.52M 0.92% +3,405 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,720 shares; 2024Q4: 9,720 shares; 2025Q1: 9,720 shares; 2025Q2: 9,720 shares; 2025Q3: 9,720 shares; 2025Q4: 9,720 shares; 2026Q1: 9,720 shares; 2026Q2: 9,720 shares 9,720 $4.46M 0.91% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,198 shares; 2024Q4: 6,548 shares; 2025Q1: 3,983 shares; 2025Q2: 60,957 shares; 2025Q3: 157,888 shares; 2025Q4: 105,742 shares; 2026Q1: 86,030 shares; 2026Q2: 86,080 shares 86,080 $4.13M 0.84% +50 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: 43,929 shares; 2024Q4: 44,750 shares; 2025Q1: 46,986 shares; 2025Q2: 46,986 shares; 2025Q3: 35,867 shares; 2025Q4: 45,111 shares; 2026Q1: 51,560 shares; 2026Q2: 51,501 shares 51,501 $3.82M 0.78% -59 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: 5,377 shares; 2024Q4: 6,504 shares; 2025Q1: 5,454 shares; 2025Q2: 5,527 shares; 2025Q3: 7,190 shares; 2025Q4: 38,044 shares; 2026Q1: 5,308 shares; 2026Q2: 5,041 shares 5,041 $3.72M 0.76% -267 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,524 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,891 shares 14,891 $3.65M 0.74% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,054 shares; 2025Q4: 7,054 shares; 2026Q1: 7,054 shares; 2026Q2: 27,054 shares 27,054 $3.37M 0.69% +20,000 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW 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: 28,259 shares; 2026Q2: 32,775 shares 32,775 $3.25M 0.66% +4,516 Timeline XLC 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: 6,055 shares; 2024Q4: 7,651 shares; 2025Q1: 7,898 shares; 2025Q2: 8,331 shares; 2025Q3: 7,154 shares; 2025Q4: 29,910 shares; 2026Q1: 6,019 shares; 2026Q2: 27,019 shares 27,019 $2.89M 0.59% +21,000 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: 35,032 shares; 2024Q4: 27,683 shares; 2025Q1: 27,769 shares; 2025Q2: 27,686 shares; 2025Q3: 27,686 shares; 2025Q4: 27,691 shares; 2026Q1: 27,744 shares; 2026Q2: 27,744 shares 27,744 $2.84M 0.58% 0 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: 20,410 shares; 2024Q4: 27,279 shares; 2025Q1: 31,728 shares; 2025Q2: 31,643 shares; 2025Q3: 26,378 shares; 2025Q4: 26,557 shares; 2026Q1: 84,478 shares; 2026Q2: 40,063 shares 40,063 $2.74M 0.56% -44,415 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL 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: 238,500 shares; 2026Q2: 293,000 shares 293,000 $2.56M 0.52% +54,500 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: 845 shares; 2024Q4: 3,159 shares; 2025Q1: 7,960 shares; 2025Q2: 23,945 shares; 2025Q3: 21,455 shares; 2025Q4: 16,249 shares; 2026Q1: 15,737 shares; 2026Q2: 5,850 shares 5,850 $2.43M 0.5% -9,887 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: 22,501 shares; 2024Q4: 24,678 shares; 2025Q1: 26,005 shares; 2025Q2: 26,037 shares; 2025Q3: 24,423 shares; 2025Q4: 24,623 shares; 2026Q1: 26,132 shares; 2026Q2: 25,743 shares 25,743 $2.4M 0.49% -389 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: 4,405 shares; 2024Q4: 12,935 shares; 2025Q1: 27,860 shares; 2025Q2: 34,380 shares; 2025Q3: 10,662 shares; 2025Q4: 3,593 shares; 2026Q1: 4,096 shares; 2026Q2: 3,193 shares 3,193 $2.39M 0.49% -903 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: 74,123 shares; 2024Q4: 80,163 shares; 2025Q1: 60,188 shares; 2025Q2: 22,490 shares; 2025Q3: 16,660 shares; 2025Q4: 18,678 shares; 2026Q1: 20,760 shares; 2026Q2: 21,385 shares 21,385 $2.33M 0.48% +625 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: 3,579 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,427 shares; 2026Q1: not reported; 2026Q2: 7,200 shares 7,200 $1.7M 0.35% new Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES 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: 56,975 shares 56,975 $1.39M 0.28% 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: 19,810 shares; 2024Q4: 9,923 shares; 2025Q1: 10,484 shares; 2025Q2: 7,384 shares; 2025Q3: 5,011 shares; 2025Q4: 4,497 shares; 2026Q1: 7,006 shares; 2026Q2: 4,024 shares 4,024 $1.32M 0.27% -2,982 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 reported; 2024Q4: 10,581 shares; 2025Q1: 15,608 shares; 2025Q2: 9,424 shares; 2025Q3: 686 shares; 2025Q4: 526 shares; 2026Q1: 502 shares; 2026Q2: 1,033 shares 1,033 $1.21M 0.25% +531 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT 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: 41,585 shares; 2026Q2: 10,250 shares 10,250 $1.21M 0.25% -31,335 Timeline AERO GRUPO AEROMEXICO SAB DE CV More: the full row for GRUPO AEROMEXICO SAB DE CV 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: 50,519 shares; 2026Q1: 50,519 shares; 2026Q2: 65,965 shares 65,965 $1.19M 0.24% +15,446 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,429 shares; 2024Q4: 15,650 shares; 2025Q1: 198,113 shares; 2025Q2: 133,739 shares; 2025Q3: 133,835 shares; 2025Q4: 39,318 shares; 2026Q1: 15,313 shares; 2026Q2: 21,838 shares 21,838 $1.1M 0.23% +6,525 Timeline CEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,845 shares; 2024Q4: 26,470 shares; 2025Q1: 26,841 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,319 shares 22,319 $1.02M 0.21% new Timeline EMLC 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: 39,713 shares 39,713 $1.02M 0.21% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,700 shares; 2025Q4: not reported; 2026Q1: 74,971 shares; 2026Q2: 17,423 shares 17,423 $925K 0.19% -57,548 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: 66,843 shares; 2026Q1: 64,891 shares; 2026Q2: 7,143 shares 7,143 $841K 0.17% -57,748 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: 3,240 shares; 2024Q4: 3,055 shares; 2025Q1: 3,287 shares; 2025Q2: 3,707 shares; 2025Q3: 3,507 shares; 2025Q4: 2,094 shares; 2026Q1: not reported; 2026Q2: 415 shares 415 $826K 0.17% new 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: 2,696 shares; 2024Q4: 1,059 shares; 2025Q1: 2,910 shares; 2025Q2: 2,960 shares; 2025Q3: 2,062 shares; 2025Q4: 372 shares; 2026Q1: 364 shares; 2026Q2: 660 shares 660 $792K 0.16% +296 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,342 shares; 2026Q1: 30,793 shares; 2026Q2: 8,028 shares 8,028 $727K 0.15% -22,765 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,409 shares; 2026Q2: 7,898 shares 7,898 $635K 0.13% +489 Timeline ACM AECOM More: the full row for AECOM 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: 4,990 shares; 2026Q2: 8,990 shares 8,990 $628K 0.13% +4,000 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: 3,766 shares; 2025Q2: 6,826 shares; 2025Q3: 1,572 shares; 2025Q4: 3,886 shares; 2026Q1: 2,395 shares; 2026Q2: 1,078 shares 1,078 $626K 0.13% -1,317 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,235 shares; 2026Q1: 4,368 shares; 2026Q2: 7,457 shares 7,457 $610K 0.12% +3,089 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,433 shares; 2024Q4: 88,045 shares; 2025Q1: 36,411 shares; 2025Q2: 2,211 shares; 2025Q3: 1,799 shares; 2025Q4: 3,969 shares; 2026Q1: 6,534 shares; 2026Q2: 6,284 shares 6,284 $610K 0.12% -250 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,865 shares; 2026Q1: 19,278 shares; 2026Q2: 8,318 shares 8,318 $594K 0.12% -10,960 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,035 shares 3,035 $576K 0.12% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,911 shares; 2026Q1: 3,967 shares; 2026Q2: 3,913 shares 3,913 $574K 0.12% -54 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,785 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,100 shares; 2026Q1: not reported; 2026Q2: 3,287 shares 3,287 $545K 0.11% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 708 shares; 2024Q4: 710 shares; 2025Q1: 675 shares; 2025Q2: 4,016 shares; 2025Q3: 3,695 shares; 2025Q4: 3,175 shares; 2026Q1: 1,182 shares; 2026Q2: 1,078 shares 1,078 $540K 0.11% -104 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: 24,376 shares; 2024Q4: 24,376 shares; 2025Q1: 24,376 shares; 2025Q2: 47,804 shares; 2025Q3: 47,424 shares; 2025Q4: 47,424 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $535K 0.11% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES 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: 7,470 shares; 2026Q2: 5,869 shares 5,869 $533K 0.11% -1,601 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC 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: not reported; 2026Q2: 3,650 shares 3,650 $522K 0.11% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,632 shares; 2024Q4: 86,061 shares; 2025Q1: 139,955 shares; 2025Q2: 26,215 shares; 2025Q3: 23,165 shares; 2025Q4: 22,765 shares; 2026Q1: 22,859 shares; 2026Q2: 21,389 shares 21,389 $515K 0.11% -1,470 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC 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: 2,160 shares; 2026Q1: 8,458 shares; 2026Q2: 11,958 shares 11,958 $510K 0.1% +3,500 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,500 shares; 2024Q4: 5,500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,237 shares; 2025Q4: 7,890 shares; 2026Q1: 7,640 shares; 2026Q2: 14,950 shares 14,950 $508K 0.1% +7,310 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL 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: 2,250 shares; 2026Q2: 2,250 shares 2,250 $501K 0.1% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 561 shares; 2025Q2: not reported; 2025Q3: 1,189 shares; 2025Q4: 1,923 shares; 2026Q1: 1,899 shares; 2026Q2: 1,413 shares 1,413 $498K 0.1% -486 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK 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: 518 shares 518 $498K 0.1% new 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: 1,995 shares; 2025Q1: 1,915 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,285 shares 2,285 $495K 0.1% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,280 shares; 2026Q1: 2,280 shares; 2026Q2: 2,280 shares 2,280 $477K 0.1% 0 Timeline XOP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,986 shares; 2026Q2: 2,986 shares 2,986 $461K 0.09% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN 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: 903 shares 903 $460K 0.09% new 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: not reported; 2025Q3: 9,743 shares; 2025Q4: 11,665 shares; 2026Q1: 3,998 shares; 2026Q2: 3,950 shares 3,950 $447K 0.09% -48 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN 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: 1,102 shares; 2026Q1: 2,648 shares; 2026Q2: 2,648 shares 2,648 $441K 0.09% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,714 shares; 2026Q1: 1,721 shares; 2026Q2: 1,699 shares 1,699 $428K 0.09% -22 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: 4,476 shares; 2024Q4: 4,476 shares; 2025Q1: 4,866 shares; 2025Q2: 4,866 shares; 2025Q3: 4,866 shares; 2025Q4: 4,866 shares; 2026Q1: 4,866 shares; 2026Q2: 4,866 shares 4,866 $416K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 788 shares; 2026Q1: 803 shares; 2026Q2: 775 shares 775 $398K 0.08% -28 Timeline ACWI 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: 1,795 shares; 2025Q3: 2,908 shares; 2025Q4: 2,108 shares; 2026Q1: 2,218 shares; 2026Q2: 2,482 shares 2,482 $390K 0.08% +264 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 727 shares; 2026Q1: 1,493 shares; 2026Q2: 1,493 shares 1,493 $371K 0.08% 0 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH 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: 16,573 shares 16,573 $358K 0.07% new 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: 5,788 shares; 2024Q4: 46,804 shares; 2025Q1: 60,384 shares; 2025Q2: 4,410 shares; 2025Q3: 4,467 shares; 2025Q4: 5,635 shares; 2026Q1: 6,340 shares; 2026Q2: 6,651 shares 6,651 $357K 0.07% +311 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,059 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,949 shares; 2026Q1: 1,905 shares; 2026Q2: 1,905 shares 1,905 $352K 0.07% 0 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR 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: 6,909 shares; 2026Q2: 6,909 shares 6,909 $350K 0.07% 0 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: not reported; 2024Q4: 11,250 shares; 2025Q1: 11,250 shares; 2025Q2: 11,250 shares; 2025Q3: 5,300 shares; 2025Q4: 5,300 shares; 2026Q1: 16,567 shares; 2026Q2: 6,097 shares 6,097 $347K 0.07% -10,470 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK 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: 12,820 shares; 2026Q2: 12,820 shares 12,820 $342K 0.07% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US 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: 1,016 shares; 2026Q1: 2,016 shares; 2026Q2: 2,016 shares 2,016 $338K 0.07% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,235 shares; 2025Q3: 1,729 shares; 2025Q4: 1,773 shares; 2026Q1: 1,334 shares; 2026Q2: 1,314 shares 1,314 $334K 0.07% -20 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,780 shares; 2026Q1: 3,780 shares; 2026Q2: 3,780 shares 3,780 $332K 0.07% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,818 shares; 2026Q2: 7,509 shares 7,509 $320K 0.07% +691 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP 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: 40,600 shares; 2026Q2: 3,000 shares 3,000 $319K 0.07% -37,600 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,752 shares; 2025Q4: 6,752 shares; 2026Q1: 6,752 shares; 2026Q2: 7,344 shares 7,344 $317K 0.06% +592 Timeline DBB INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM 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: 13,120 shares; 2026Q2: 13,120 shares 13,120 $316K 0.06% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,371 shares; 2025Q1: 3,371 shares; 2025Q2: 3,534 shares; 2025Q3: 3,424 shares; 2025Q4: 3,343 shares; 2026Q1: 3,236 shares; 2026Q2: 3,312 shares 3,312 $298K 0.06% +76 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER 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: 1,724 shares 1,724 $285K 0.06% new 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: 865,465 shares; 2024Q4: 865,465 shares; 2025Q1: 450,515 shares; 2025Q2: 450,515 shares; 2025Q3: 450,515 shares; 2025Q4: 450,515 shares; 2026Q1: 95,430 shares; 2026Q2: 11,655 shares 11,655 $282K 0.06% -83,775 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,254 shares; 2025Q3: 11,397 shares; 2025Q4: 11,397 shares; 2026Q1: 16,338 shares; 2026Q2: 17,190 shares 17,190 $281K 0.06% +852 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 648 shares; 2026Q2: 564 shares 564 $270K 0.06% -84 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,667 shares; 2024Q4: 7,481 shares; 2025Q1: 7,659 shares; 2025Q2: 7,659 shares; 2025Q3: 7,073 shares; 2025Q4: 6,399 shares; 2026Q1: 5,828 shares; 2026Q2: 5,741 shares 5,741 $261K 0.05% -87 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: 1,925 shares; 2024Q4: 2,082 shares; 2025Q1: 16,290 shares; 2025Q2: 16,261 shares; 2025Q3: not reported; 2025Q4: 1,396 shares; 2026Q1: 1,542 shares; 2026Q2: 1,598 shares 1,598 $254K 0.05% +56 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,115 shares 1,115 $250K 0.05% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,535 shares; 2024Q4: 47,408 shares; 2025Q1: 6,433 shares; 2025Q2: 7,126 shares; 2025Q3: 6,796 shares; 2025Q4: 8,032 shares; 2026Q1: 4,506 shares; 2026Q2: 3,201 shares 3,201 $248K 0.05% -1,305 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,115 shares 1,115 $247K 0.05% new 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: 15,295 shares; 2024Q4: 1,556 shares; 2025Q1: 2,192 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 581 shares 581 $244K 0.05% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,846 shares; 2024Q4: 5,153 shares; 2025Q1: 3,041 shares; 2025Q2: not reported; 2025Q3: 1,355 shares; 2025Q4: not reported; 2026Q1: 1,797 shares; 2026Q2: 2,520 shares 2,520 $244K 0.05% +723 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,871 shares; 2026Q2: 1,871 shares 1,871 $243K 0.05% 0 Timeline REMX 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: 2,715 shares; 2026Q1: 2,715 shares; 2026Q2: 2,715 shares 2,715 $240K 0.05% 0 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: not reported; 2026Q1: 2,177 shares; 2026Q2: 2,177 shares 2,177 $234K 0.05% 0 Timeline BWMX BETTERWARE DE MEXC S A P I D More: the full row for BETTERWARE DE MEXC S A P I D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 26,000 shares; 2025Q4: 26,000 shares; 2026Q1: 12,845 shares; 2026Q2: 12,845 shares 12,845 $231K 0.05% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 291 shares 291 $222K 0.05% new 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 reported; 2024Q4: 1,484 shares; 2025Q1: 1,615 shares; 2025Q2: 1,763 shares; 2025Q3: 1,788 shares; 2025Q4: 1,763 shares; 2026Q1: 2,213 shares; 2026Q2: 2,417 shares 2,417 $210K 0.04% +204 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 614 shares; 2026Q1: 523 shares; 2026Q2: 523 shares 523 $208K 0.04% 0 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V 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: 7,304 shares; 2026Q2: 7,575 shares 7,575 $206K 0.04% +271 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,388 shares; 2025Q1: 10,970 shares; 2025Q2: 10,415 shares; 2025Q3: 11,384 shares; 2025Q4: 12,668 shares; 2026Q1: 14,168 shares; 2026Q2: 15,218 shares 15,218 $194K 0.04% +1,050 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,197 shares; 2024Q4: 12,387 shares; 2025Q1: 12,387 shares; 2025Q2: 12,543 shares; 2025Q3: 12,543 shares; 2025Q4: 12,661 shares; 2026Q1: 12,915 shares; 2026Q2: 13,022 shares 13,022 $180K 0.04% +107 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,511 shares; 2025Q3: 41,993 shares; 2025Q4: 48,407 shares; 2026Q1: 60,547 shares; 2026Q2: 56,635 shares 56,635 $178K 0.04% -3,912 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V 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: 14,638 shares 14,638 $164K 0.03% new Timeline GRFS GRIFOLS S A More: the full row for GRIFOLS S A 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: 11,350 shares; 2025Q4: 12,415 shares; 2026Q1: 20,973 shares; 2026Q2: 20,973 shares 20,973 $148K 0.03% 0 Timeline ENIC ENEL CHILE SA More: the full row for ENEL CHILE SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,415 shares; 2025Q3: 18,015 shares; 2025Q4: 18,015 shares; 2026Q1: 26,589 shares; 2026Q2: 26,589 shares 26,589 $120K 0.02% 0 Timeline