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: 21,063 shares; 2026Q1: 21,937 shares; 2026Q2: 21,870 shares 21,870 $25.2M 9.86% -67 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: 56,985 shares; 2025Q1: 56,981 shares; 2025Q2: 59,173 shares; 2025Q3: 65,659 shares; 2025Q4: 63,092 shares; 2026Q1: 61,360 shares; 2026Q2: 60,363 shares 60,363 $21.3M 8.33% -997 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: 88,927 shares; 2025Q1: 87,859 shares; 2025Q2: 88,875 shares; 2025Q3: 87,808 shares; 2025Q4: 87,954 shares; 2026Q1: 89,565 shares; 2026Q2: 88,888 shares 88,888 $21.2M 8.27% -677 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 164,419 shares; 2025Q1: 162,860 shares; 2025Q2: 161,139 shares; 2025Q3: 113,463 shares; 2025Q4: 117,241 shares; 2026Q1: 116,377 shares; 2026Q2: 121,220 shares 121,220 $9.8M 3.83% +4,843 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,214 shares; 2025Q1: 17,244 shares; 2025Q2: 73,933 shares; 2025Q3: 147,173 shares; 2025Q4: 199,365 shares; 2026Q1: 190,512 shares; 2026Q2: 192,408 shares 192,408 $8.33M 3.25% +1,896 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: 18,911 shares; 2025Q1: 18,748 shares; 2025Q2: 18,964 shares; 2025Q3: 19,072 shares; 2025Q4: 18,825 shares; 2026Q1: 20,864 shares; 2026Q2: 22,012 shares 22,012 $8.21M 3.21% +1,148 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 110,001 shares; 2025Q1: 93,287 shares; 2025Q2: 104,932 shares; 2025Q3: 126,155 shares; 2025Q4: 125,314 shares; 2026Q1: 127,824 shares; 2026Q2: 124,932 shares 124,932 $8.19M 3.2% -2,892 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: 36,548 shares; 2025Q1: 35,726 shares; 2025Q2: 36,121 shares; 2025Q3: 27,571 shares; 2025Q4: 27,499 shares; 2026Q1: 25,922 shares; 2026Q2: 25,810 shares 25,810 $7.47M 2.92% -112 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 644,434 shares; 2025Q1: 686,074 shares; 2025Q2: 684,766 shares; 2025Q3: 649,230 shares; 2025Q4: 648,817 shares; 2026Q1: 642,062 shares; 2026Q2: 628,111 shares 628,111 $7.37M 2.88% -13,951 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 loaded; 2024Q4: 59,970 shares; 2025Q1: 59,590 shares; 2025Q2: 61,030 shares; 2025Q3: 61,785 shares; 2025Q4: 62,281 shares; 2026Q1: 60,178 shares; 2026Q2: 59,758 shares 59,758 $6.77M 2.64% -420 Timeline BRIE MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F 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: 214,740 shares 214,740 $6.51M 2.54% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 111,321 shares; 2025Q1: 56,533 shares; 2025Q2: 61,101 shares; 2025Q3: 49,548 shares; 2025Q4: 50,907 shares; 2026Q1: 51,426 shares; 2026Q2: 53,791 shares 53,791 $6.28M 2.45% +2,365 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,683 shares; 2025Q1: 28,467 shares; 2025Q2: 29,623 shares; 2025Q3: 21,329 shares; 2025Q4: 21,315 shares; 2026Q1: 20,780 shares; 2026Q2: 20,581 shares 20,581 $6.24M 2.43% -199 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 144,505 shares; 2025Q1: 144,062 shares; 2025Q2: 146,819 shares; 2025Q3: 135,097 shares; 2025Q4: 127,736 shares; 2026Q1: 141,102 shares; 2026Q2: 156,510 shares 156,510 $6.18M 2.41% +15,408 Timeline FDIQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 63,530 shares; 2025Q1: 61,661 shares; 2025Q2: 63,642 shares; 2025Q3: 83,819 shares; 2025Q4: 82,540 shares; 2026Q1: 82,634 shares; 2026Q2: 81,841 shares 81,841 $5.23M 2.04% -793 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: 7,337 shares; 2025Q1: 7,517 shares; 2025Q2: 7,954 shares; 2025Q3: 6,853 shares; 2025Q4: 6,845 shares; 2026Q1: 6,938 shares; 2026Q2: 6,855 shares 6,855 $5.05M 1.97% -83 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: 875 shares; 2025Q1: 775 shares; 2025Q2: 820 shares; 2025Q3: 795 shares; 2025Q4: 801 shares; 2026Q1: 6,358 shares; 2026Q2: 8,886 shares 8,886 $5.01M 1.95% +2,528 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,420 shares; 2025Q3: 52,830 shares; 2025Q4: 66,964 shares; 2026Q1: 68,209 shares; 2026Q2: 67,921 shares 67,921 $4.46M 1.74% -288 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER 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: 72,184 shares; 2026Q2: 76,276 shares 76,276 $4.29M 1.67% +4,092 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 45,577 shares; 2025Q1: 52,730 shares; 2025Q2: 53,758 shares; 2025Q3: 62,625 shares; 2025Q4: 104,725 shares; 2026Q1: 76,286 shares; 2026Q2: 85,016 shares 85,016 $4.21M 1.64% +8,730 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 38,023 shares; 2025Q1: 54,014 shares; 2025Q2: 59,030 shares; 2025Q3: 66,384 shares; 2025Q4: 69,286 shares; 2026Q1: 59,279 shares; 2026Q2: 58,780 shares 58,780 $3.46M 1.35% -499 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: 13,094 shares; 2025Q1: 13,044 shares; 2025Q2: 14,479 shares; 2025Q3: 12,953 shares; 2025Q4: 15,273 shares; 2026Q1: 15,882 shares; 2026Q2: 16,005 shares 16,005 $3.2M 1.25% +123 Timeline JSI 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,244 shares; 2026Q1: 68,210 shares; 2026Q2: 62,332 shares 62,332 $3.19M 1.25% -5,878 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: not loaded; 2024Q4: 4,033 shares; 2025Q1: 3,699 shares; 2025Q2: 3,507 shares; 2025Q3: 2,984 shares; 2025Q4: 2,987 shares; 2026Q1: 2,932 shares; 2026Q2: 3,136 shares 3,136 $2.34M 0.91% +204 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 28,638 shares; 2025Q1: 28,651 shares; 2025Q2: 28,974 shares; 2025Q3: 28,331 shares; 2025Q4: 24,393 shares; 2026Q1: 19,175 shares; 2026Q2: 19,262 shares 19,262 $2.29M 0.89% +87 Timeline SMLF 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: 15,804 shares; 2025Q4: 15,351 shares; 2026Q1: 12,367 shares; 2026Q2: 25,588 shares 25,588 $2.28M 0.89% +13,221 Timeline FLQS FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 179,191 shares; 2025Q1: 176,599 shares; 2025Q2: 173,825 shares; 2025Q3: 88,683 shares; 2025Q4: 87,224 shares; 2026Q1: 71,530 shares; 2026Q2: 44,877 shares 44,877 $2.19M 0.86% -26,653 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH 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: 7,661 shares; 2026Q1: 8,571 shares; 2026Q2: 8,866 shares 8,866 $2.11M 0.82% +295 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,400 shares; 2025Q1: 17,400 shares; 2025Q2: 17,400 shares; 2025Q3: 15,600 shares; 2025Q4: 14,887 shares; 2026Q1: 14,345 shares; 2026Q2: 11,935 shares 11,935 $2.1M 0.82% -2,410 Timeline PTH 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: not loaded; 2024Q4: 120,585 shares; 2025Q1: 119,096 shares; 2025Q2: 116,339 shares; 2025Q3: 34,843 shares; 2025Q4: 35,635 shares; 2026Q1: 33,675 shares; 2026Q2: 32,917 shares 32,917 $1.97M 0.77% -758 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,785 shares; 2026Q1: 53,666 shares; 2026Q2: 38,880 shares 38,880 $1.96M 0.77% -14,786 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: not loaded; 2024Q4: 6,724 shares; 2025Q1: 6,259 shares; 2025Q2: 6,186 shares; 2025Q3: 5,349 shares; 2025Q4: 10,680 shares; 2026Q1: 10,594 shares; 2026Q2: 10,272 shares 10,272 $1.96M 0.76% -322 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: 1,609 shares; 2025Q1: 2,061 shares; 2025Q2: 2,333 shares; 2025Q3: 4,420 shares; 2025Q4: 4,961 shares; 2026Q1: 3,951 shares; 2026Q2: 4,356 shares 4,356 $1.65M 0.64% +405 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,234 shares; 2026Q1: 55,160 shares; 2026Q2: 56,623 shares 56,623 $1.5M 0.59% +1,463 Timeline XAR 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 loaded; 2024Q4: 6,218 shares; 2025Q1: 6,137 shares; 2025Q2: 6,138 shares; 2025Q3: 5,377 shares; 2025Q4: 5,377 shares; 2026Q1: 5,377 shares; 2026Q2: 5,277 shares 5,277 $1.5M 0.58% -100 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 121,895 shares; 2025Q1: 118,046 shares; 2025Q2: 116,100 shares; 2025Q3: 41,532 shares; 2025Q4: 39,040 shares; 2026Q1: 37,487 shares; 2026Q2: 24,455 shares 24,455 $1.42M 0.55% -13,032 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: not loaded; 2024Q4: 3,557 shares; 2025Q1: 4,102 shares; 2025Q2: 4,216 shares; 2025Q3: 5,119 shares; 2025Q4: 4,828 shares; 2026Q1: 5,794 shares; 2026Q2: 3,119 shares 3,119 $1.35M 0.53% -2,675 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 31,342 shares; 2025Q1: 4,456 shares; 2025Q2: 3,998 shares; 2025Q3: 3,871 shares; 2025Q4: 3,875 shares; 2026Q1: 4,477 shares; 2026Q2: 4,622 shares 4,622 $1.3M 0.51% +145 Timeline SOXX 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: 1,896 shares 1,896 $1.21M 0.47% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,171 shares; 2025Q1: 9,071 shares; 2025Q2: 9,071 shares; 2025Q3: 5,783 shares; 2025Q4: 6,483 shares; 2026Q1: 7,767 shares; 2026Q2: 7,537 shares 7,537 $1.16M 0.45% -230 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 865 shares; 2026Q1: 870 shares; 2026Q2: 1,031 shares 1,031 $1.1M 0.43% +161 Timeline DIEM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF 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: 101,119 shares; 2025Q4: 101,986 shares; 2026Q1: 105,554 shares; 2026Q2: 25,205 shares 25,205 $1.09M 0.43% -80,349 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: not reported; 2025Q1: not reported; 2025Q2: 537 shares; 2025Q3: 487 shares; 2025Q4: 512 shares; 2026Q1: 512 shares; 2026Q2: 908 shares 908 $1.07M 0.42% +396 Timeline XLY 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 loaded; 2024Q4: 8,350 shares; 2025Q1: 8,568 shares; 2025Q2: 9,114 shares; 2025Q3: 4,824 shares; 2025Q4: 9,534 shares; 2026Q1: 8,892 shares; 2026Q2: 8,842 shares 8,842 $1.04M 0.4% -50 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,886 shares; 2025Q1: 21,089 shares; 2025Q2: 20,657 shares; 2025Q3: 19,679 shares; 2025Q4: 19,048 shares; 2026Q1: 19,052 shares; 2026Q2: 19,252 shares 19,252 $1.03M 0.4% +200 Timeline AIRR 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,575 shares; 2025Q4: 8,347 shares; 2026Q1: 7,836 shares; 2026Q2: 7,586 shares 7,586 $1.01M 0.39% -250 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: 4,161 shares; 2025Q1: 4,262 shares; 2025Q2: 4,177 shares; 2025Q3: 3,335 shares; 2025Q4: 3,555 shares; 2026Q1: 3,131 shares; 2026Q2: 3,080 shares 3,080 $1.01M 0.39% -51 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,621 shares; 2025Q1: 10,334 shares; 2025Q2: 9,846 shares; 2025Q3: 8,061 shares; 2025Q4: 7,765 shares; 2026Q1: 7,644 shares; 2026Q2: 6,353 shares 6,353 $1.01M 0.39% -1,291 Timeline FTXL 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares; 2026Q2: 3,315 shares 3,315 $945K 0.37% +15 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: not loaded; 2024Q4: 4,955 shares; 2025Q1: 7,387 shares; 2025Q2: 6,762 shares; 2025Q3: 2,497 shares; 2025Q4: 4,012 shares; 2026Q1: 4,887 shares; 2026Q2: 5,111 shares 5,111 $944K 0.37% +224 Timeline SNDA SONIDA SENIOR LIVING INC More: the full row for SONIDA SENIOR LIVING 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: 27,385 shares; 2026Q2: 22,491 shares 22,491 $918K 0.36% -4,894 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 loaded; 2024Q4: 3,434 shares; 2025Q1: 3,389 shares; 2025Q2: 3,399 shares; 2025Q3: 3,408 shares; 2025Q4: 3,549 shares; 2026Q1: 3,794 shares; 2026Q2: 3,428 shares 3,428 $871K 0.34% -366 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,077 shares; 2025Q4: 3,387 shares; 2026Q1: 4,545 shares; 2026Q2: 9,143 shares 9,143 $822K 0.32% +4,598 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,400 shares; 2025Q3: 2,557 shares; 2025Q4: 2,564 shares; 2026Q1: 2,038 shares; 2026Q2: 2,168 shares 2,168 $810K 0.32% +130 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: 3,948 shares; 2025Q1: 4,448 shares; 2025Q2: 3,948 shares; 2025Q3: 2,695 shares; 2025Q4: 4,943 shares; 2026Q1: 3,764 shares; 2026Q2: 5,361 shares 5,361 $786K 0.31% +1,597 Timeline VIS 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: not reported; 2026Q1: not reported; 2026Q2: 1,999 shares 1,999 $721K 0.28% new Timeline MOAT 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: 60,928 shares; 2025Q1: 62,652 shares; 2025Q2: 36,092 shares; 2025Q3: 10,059 shares; 2025Q4: 8,327 shares; 2026Q1: 7,244 shares; 2026Q2: 6,879 shares 6,879 $715K 0.28% -365 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 loaded; 2024Q4: 2,924 shares; 2025Q1: 2,928 shares; 2025Q2: 2,936 shares; 2025Q3: 2,937 shares; 2025Q4: 2,957 shares; 2026Q1: 1,938 shares; 2026Q2: 1,908 shares 1,908 $673K 0.26% -30 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: 3,542 shares; 2025Q1: 4,642 shares; 2025Q2: 4,642 shares; 2025Q3: 4,485 shares; 2025Q4: 4,712 shares; 2026Q1: 4,639 shares; 2026Q2: 4,563 shares 4,563 $624K 0.24% -76 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,753 shares; 2025Q1: 15,895 shares; 2025Q2: 12,513 shares; 2025Q3: 10,274 shares; 2025Q4: 32,363 shares; 2026Q1: 12,644 shares; 2026Q2: 12,297 shares 12,297 $622K 0.24% -347 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 629 shares; 2026Q2: 811 shares 811 $608K 0.24% +182 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: 6,134 shares; 2025Q1: 6,770 shares; 2025Q2: 6,252 shares; 2025Q3: 5,284 shares; 2025Q4: 6,220 shares; 2026Q1: 6,153 shares; 2026Q2: 4,854 shares 4,854 $570K 0.22% -1,299 Timeline SPYM 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,358 shares 6,358 $559K 0.22% new Timeline XBI 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 loaded; 2024Q4: 4,567 shares; 2025Q1: 4,567 shares; 2025Q2: 4,192 shares; 2025Q3: 3,239 shares; 2025Q4: 3,701 shares; 2026Q1: 3,627 shares; 2026Q2: 3,526 shares 3,526 $558K 0.22% -101 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: 1,949 shares; 2025Q1: 1,949 shares; 2025Q2: 1,949 shares; 2025Q3: 1,649 shares; 2025Q4: 1,599 shares; 2026Q1: 1,608 shares; 2026Q2: 1,519 shares 1,519 $543K 0.21% -89 Timeline AMGN AMGEN INC More: the full row for AMGEN 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: 1,274 shares; 2025Q4: 1,519 shares; 2026Q1: 1,387 shares; 2026Q2: 1,454 shares 1,454 $527K 0.21% +67 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 loaded; 2024Q4: 14,951 shares; 2025Q1: 16,410 shares; 2025Q2: 21,140 shares; 2025Q3: 24,915 shares; 2025Q4: 6,247 shares; 2026Q1: 6,024 shares; 2026Q2: 5,804 shares 5,804 $482K 0.19% -220 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: 103,226 shares; 2025Q1: 103,729 shares; 2025Q2: 93,488 shares; 2025Q3: 10,291 shares; 2025Q4: 10,165 shares; 2026Q1: 10,054 shares; 2026Q2: 9,865 shares 9,865 $451K 0.18% -189 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 81,090 shares; 2025Q1: 8,963 shares; 2025Q2: 9,489 shares; 2025Q3: 52,259 shares; 2025Q4: 51,595 shares; 2026Q1: 74,339 shares; 2026Q2: 8,891 shares 8,891 $448K 0.17% -65,448 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 32,451 shares; 2025Q1: 33,036 shares; 2025Q2: 5,726 shares; 2025Q3: 3,089 shares; 2025Q4: 2,917 shares; 2026Q1: 2,793 shares; 2026Q2: 2,574 shares 2,574 $447K 0.17% -219 Timeline FTSM 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,010 shares; 2026Q2: 7,191 shares 7,191 $430K 0.17% -819 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,688 shares; 2025Q1: 3,888 shares; 2025Q2: 4,129 shares; 2025Q3: 1,329 shares; 2025Q4: 1,329 shares; 2026Q1: 1,329 shares; 2026Q2: 1,257 shares 1,257 $429K 0.17% -72 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,200 shares; 2026Q1: 5,326 shares; 2026Q2: 4,411 shares 4,411 $426K 0.17% -915 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 loaded; 2024Q4: 1,935 shares; 2025Q1: 1,993 shares; 2025Q2: 2,094 shares; 2025Q3: 1,904 shares; 2025Q4: 1,844 shares; 2026Q1: 1,844 shares; 2026Q2: 1,964 shares 1,964 $425K 0.17% +120 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 681 shares; 2026Q1: 681 shares; 2026Q2: 590 shares 590 $425K 0.17% -91 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: 1,672 shares; 2025Q1: 1,662 shares; 2025Q2: 1,662 shares; 2025Q3: 1,663 shares; 2025Q4: 1,665 shares; 2026Q1: 1,666 shares; 2026Q2: 1,794 shares 1,794 $424K 0.17% +128 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,956 shares; 2025Q3: 6,006 shares; 2025Q4: 6,248 shares; 2026Q1: 6,258 shares; 2026Q2: 5,948 shares 5,948 $407K 0.16% -310 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 loaded; 2024Q4: 2,219 shares; 2025Q1: 2,329 shares; 2025Q2: 2,329 shares; 2025Q3: 2,136 shares; 2025Q4: 2,137 shares; 2026Q1: 2,072 shares; 2026Q2: 2,189 shares 2,189 $406K 0.16% +117 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,833 shares; 2025Q1: 1,839 shares; 2025Q2: 1,839 shares; 2025Q3: 1,839 shares; 2025Q4: 1,839 shares; 2026Q1: 1,839 shares; 2026Q2: 1,837 shares 1,837 $405K 0.16% -2 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,162 shares; 2025Q1: 5,160 shares; 2025Q2: 5,160 shares; 2025Q3: 5,160 shares; 2025Q4: 5,160 shares; 2026Q1: 4,942 shares; 2026Q2: 4,898 shares 4,898 $405K 0.16% -44 Timeline XHB 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 loaded; 2024Q4: 3,461 shares; 2025Q1: 3,461 shares; 2025Q2: 3,461 shares; 2025Q3: 3,461 shares; 2025Q4: 3,461 shares; 2026Q1: 3,461 shares; 2026Q2: 3,461 shares 3,461 $400K 0.16% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,419 shares; 2026Q2: 2,565 shares 2,565 $395K 0.15% +1,146 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,038 shares; 2025Q1: 5,039 shares; 2025Q2: 5,040 shares; 2025Q3: 5,041 shares; 2025Q4: 5,042 shares; 2026Q1: 5,043 shares; 2026Q2: 5,043 shares 5,043 $389K 0.15% 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 loaded; 2024Q4: 7,182 shares; 2025Q1: 7,201 shares; 2025Q2: 7,100 shares; 2025Q3: 7,108 shares; 2025Q4: 7,011 shares; 2026Q1: 6,903 shares; 2026Q2: 6,771 shares 6,771 $386K 0.15% -132 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: not loaded; 2024Q4: not reported; 2025Q1: 4,100 shares; 2025Q2: 4,363 shares; 2025Q3: 6,257 shares; 2025Q4: 5,519 shares; 2026Q1: 5,287 shares; 2026Q2: 5,244 shares 5,244 $378K 0.15% -43 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,700 shares; 2026Q1: 3,892 shares; 2026Q2: 4,309 shares 4,309 $372K 0.15% +417 Timeline IHI 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: 5,448 shares; 2025Q1: 4,797 shares; 2025Q2: 4,291 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,456 shares 7,456 $368K 0.14% new Timeline RBIL RBB FD INC More: the full row for RBB FD 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: 7,200 shares 7,200 $359K 0.14% new Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,467 shares; 2025Q1: 34,144 shares; 2025Q2: 28,920 shares; 2025Q3: 11,099 shares; 2025Q4: 10,788 shares; 2026Q1: 10,788 shares; 2026Q2: 12,288 shares 12,288 $351K 0.14% +1,500 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 loaded; 2024Q4: 1,900 shares; 2025Q1: 2,000 shares; 2025Q2: 1,987 shares; 2025Q3: 1,337 shares; 2025Q4: 1,352 shares; 2026Q1: 1,307 shares; 2026Q2: 1,327 shares 1,327 $334K 0.13% +20 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,371 shares 1,371 $332K 0.13% new Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,300 shares; 2025Q1: 5,100 shares; 2025Q2: 5,100 shares; 2025Q3: 5,100 shares; 2025Q4: 5,100 shares; 2026Q1: 5,100 shares; 2026Q2: 5,362 shares 5,362 $326K 0.13% +262 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,783 shares 3,783 $326K 0.13% new Timeline IMCB 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: 3,349 shares 3,349 $323K 0.13% new 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: not reported; 2026Q1: not reported; 2026Q2: 553 shares 553 $321K 0.13% new Timeline CIEN CIENA CORP More: the full row for CIENA 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: 525 shares; 2026Q2: 654 shares 654 $321K 0.13% +129 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,950 shares; 2025Q1: 5,950 shares; 2025Q2: 5,950 shares; 2025Q3: 5,950 shares; 2025Q4: 5,950 shares; 2026Q1: 5,950 shares; 2026Q2: 6,070 shares 6,070 $319K 0.12% +120 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,056 shares; 2025Q1: 2,058 shares; 2025Q2: 2,059 shares; 2025Q3: 2,060 shares; 2025Q4: 2,061 shares; 2026Q1: 2,062 shares; 2026Q2: 2,063 shares 2,063 $312K 0.12% +1 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 loaded; 2024Q4: 2,213 shares; 2025Q1: 2,257 shares; 2025Q2: 2,521 shares; 2025Q3: 2,360 shares; 2025Q4: 2,229 shares; 2026Q1: 2,259 shares; 2026Q2: 1,636 shares 1,636 $310K 0.12% -623 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,042 shares; 2025Q4: 3,304 shares; 2026Q1: 3,255 shares; 2026Q2: 3,015 shares 3,015 $308K 0.12% -240 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,019 shares; 2025Q1: 2,022 shares; 2025Q2: 2,019 shares; 2025Q3: 2,018 shares; 2025Q4: 2,018 shares; 2026Q1: not reported; 2026Q2: 1,127 shares 1,127 $294K 0.11% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,703 shares; 2026Q2: 3,503 shares 3,503 $290K 0.11% -200 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: 630 shares 630 $273K 0.11% new 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: 1,742 shares; 2025Q1: 1,742 shares; 2025Q2: 1,762 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 600 shares; 2026Q2: 568 shares 568 $271K 0.11% -32 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 861 shares; 2025Q2: 861 shares; 2025Q3: 580 shares; 2025Q4: 619 shares; 2026Q1: 619 shares; 2026Q2: 707 shares 707 $260K 0.1% +88 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 111,714 shares; 2025Q1: 20,699 shares; 2025Q2: 19,841 shares; 2025Q3: 4,593 shares; 2025Q4: 4,561 shares; 2026Q1: 4,384 shares; 2026Q2: 4,370 shares 4,370 $260K 0.1% -14 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD 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: 6,605 shares; 2026Q2: 6,445 shares 6,445 $246K 0.1% -160 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,123 shares 1,123 $245K 0.1% new Timeline SPLB 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,736 shares; 2026Q2: 10,788 shares 10,788 $242K 0.09% +52 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,708 shares; 2025Q1: 1,678 shares; 2025Q2: 1,685 shares; 2025Q3: 1,692 shares; 2025Q4: 1,692 shares; 2026Q1: 1,730 shares; 2026Q2: 1,712 shares 1,712 $232K 0.09% -18 Timeline VOX 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: not reported; 2026Q1: not reported; 2026Q2: 1,244 shares 1,244 $229K 0.09% 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: not loaded; 2024Q4: 1,301 shares; 2025Q1: 1,138 shares; 2025Q2: 1,148 shares; 2025Q3: 559 shares; 2025Q4: 559 shares; 2026Q1: not reported; 2026Q2: 529 shares 529 $222K 0.09% new Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 455 shares 455 $220K 0.09% new Timeline MRCY MERCURY SYS INC More: the full row for MERCURY 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: not reported; 2026Q2: 1,770 shares 1,770 $217K 0.08% new Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR 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: not reported; 2026Q1: not reported; 2026Q2: 4,000 shares 4,000 $212K 0.08% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 217 shares 217 $209K 0.08% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 687 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 561 shares 561 $208K 0.08% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,045 shares 2,045 $203K 0.08% new 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: 2,235 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,782 shares; 2025Q4: not reported; 2026Q1: 1,650 shares; 2026Q2: 1,357 shares 1,357 $201K 0.08% -293 Timeline