AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 261,535 shares; 2024Q4: 260,913 shares; 2025Q1: 248,978 shares; 2025Q2: 247,510 shares; 2025Q3: 249,737 shares; 2025Q4: not loaded; 2026Q1: 238,781 shares; 2026Q2: 239,130 shares 239,130 $69.2M 12.63% +349 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: 248,481 shares; 2024Q4: 246,248 shares; 2025Q1: 239,726 shares; 2025Q2: 233,274 shares; 2025Q3: 236,105 shares; 2025Q4: not loaded; 2026Q1: 236,283 shares; 2026Q2: 239,471 shares 239,471 $57.1M 10.42% +3,188 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: 93,420 shares; 2024Q4: 93,388 shares; 2025Q1: 92,882 shares; 2025Q2: 87,488 shares; 2025Q3: 87,027 shares; 2025Q4: not loaded; 2026Q1: 103,877 shares; 2026Q2: 107,192 shares 107,192 $40M 7.3% +3,315 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: 107,717 shares; 2024Q4: 105,977 shares; 2025Q1: 103,210 shares; 2025Q2: 103,083 shares; 2025Q3: 102,564 shares; 2025Q4: not loaded; 2026Q1: 100,456 shares; 2026Q2: 103,229 shares 103,229 $36.5M 6.66% +2,773 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: 96,713 shares; 2024Q4: 93,570 shares; 2025Q1: 87,215 shares; 2025Q2: 88,494 shares; 2025Q3: 86,470 shares; 2025Q4: not loaded; 2026Q1: 84,090 shares; 2026Q2: 83,586 shares 83,586 $29.9M 5.45% -504 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: 68,980 shares; 2024Q4: 71,846 shares; 2025Q1: 77,439 shares; 2025Q2: 82,320 shares; 2025Q3: 86,174 shares; 2025Q4: not loaded; 2026Q1: 82,983 shares; 2026Q2: 95,856 shares 95,856 $19.2M 3.5% +12,873 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: 24,490 shares; 2024Q4: 26,867 shares; 2025Q1: 26,284 shares; 2025Q2: 29,721 shares; 2025Q3: 30,901 shares; 2025Q4: not loaded; 2026Q1: 30,902 shares; 2026Q2: 29,632 shares 29,632 $16.7M 3.05% -1,270 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,970 shares; 2024Q4: 20,035 shares; 2025Q1: 14,238 shares; 2025Q2: 13,983 shares; 2025Q3: 13,643 shares; 2025Q4: not loaded; 2026Q1: 22,914 shares; 2026Q2: 25,713 shares 25,713 $14.4M 2.63% +2,799 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,800 shares; 2024Q4: 10,800 shares; 2025Q1: 10,800 shares; 2025Q2: 11,115 shares; 2025Q3: 10,967 shares; 2025Q4: not loaded; 2026Q1: 30,406 shares; 2026Q2: 30,406 shares 30,406 $13.3M 2.43% 0 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: 15,421 shares; 2024Q4: 15,838 shares; 2025Q1: 17,767 shares; 2025Q2: 16,228 shares; 2025Q3: 17,503 shares; 2025Q4: not loaded; 2026Q1: 14,285 shares; 2026Q2: 15,897 shares 15,897 $11.7M 2.14% +1,612 Timeline INTC INTEL CORP More: the full row for INTEL 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: 45,748 shares; 2025Q4: not loaded; 2026Q1: 67,798 shares; 2026Q2: 82,780 shares 82,780 $11.6M 2.11% +14,982 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: 14,064 shares; 2024Q4: 13,606 shares; 2025Q1: 14,823 shares; 2025Q2: 13,896 shares; 2025Q3: 14,582 shares; 2025Q4: not loaded; 2026Q1: 143,015 shares; 2026Q2: 136,890 shares 136,890 $9.77M 1.78% -6,125 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: 11,113 shares; 2024Q4: 11,323 shares; 2025Q1: 13,505 shares; 2025Q2: 11,355 shares; 2025Q3: 12,650 shares; 2025Q4: not loaded; 2026Q1: 10,077 shares; 2026Q2: 11,846 shares 11,846 $8.85M 1.61% +1,769 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 3,162 shares; 2026Q2: 4,234 shares 4,234 $8.42M 1.54% +1,072 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: 10,825 shares; 2024Q4: 10,696 shares; 2025Q1: 12,451 shares; 2025Q2: 14,381 shares; 2025Q3: 16,626 shares; 2025Q4: not loaded; 2026Q1: 16,270 shares; 2026Q2: 15,890 shares 15,890 $7.95M 1.45% -380 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: 11,200 shares; 2024Q4: 10,970 shares; 2025Q1: 15,373 shares; 2025Q2: 16,870 shares; 2025Q3: 16,635 shares; 2025Q4: not loaded; 2026Q1: 18,345 shares; 2026Q2: 20,747 shares 20,747 $7.84M 1.43% +2,402 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,048 shares; 2024Q4: 22,623 shares; 2025Q1: 46,432 shares; 2025Q2: 30,290 shares; 2025Q3: 27,779 shares; 2025Q4: not loaded; 2026Q1: 115,291 shares; 2026Q2: 120,740 shares 120,740 $6.26M 1.14% +5,449 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: 3,994 shares; 2024Q4: 6,541 shares; 2025Q1: 8,770 shares; 2025Q2: 9,479 shares; 2025Q3: 10,483 shares; 2025Q4: not loaded; 2026Q1: 15,680 shares; 2026Q2: 14,310 shares 14,310 $5.27M 0.96% -1,370 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: 5,675 shares; 2024Q4: 4,346 shares; 2025Q1: 21,475 shares; 2025Q2: 41,985 shares; 2025Q3: 13,952 shares; 2025Q4: not loaded; 2026Q1: 11,427 shares; 2026Q2: 8,720 shares 8,720 $5.07M 0.92% -2,707 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: 2,913 shares; 2024Q4: 2,206 shares; 2025Q1: 4,209 shares; 2025Q2: 4,156 shares; 2025Q3: 3,849 shares; 2025Q4: not loaded; 2026Q1: 4,215 shares; 2026Q2: 4,212 shares 4,212 $5.05M 0.92% -3 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: 5,507 shares; 2024Q4: 11,424 shares; 2025Q1: 13,444 shares; 2025Q2: 16,691 shares; 2025Q3: 14,943 shares; 2025Q4: not loaded; 2026Q1: 15,249 shares; 2026Q2: 14,373 shares 14,373 $4.9M 0.89% -876 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 649,008 shares; 2024Q4: 652,458 shares; 2025Q1: 690,558 shares; 2025Q2: 813,133 shares; 2025Q3: 811,433 shares; 2025Q4: not loaded; 2026Q1: 654,608 shares; 2026Q2: 676,608 shares 676,608 $4.61M 0.84% +22,000 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: 28,483 shares; 2024Q4: 40,356 shares; 2025Q1: 72,873 shares; 2025Q2: 86,790 shares; 2025Q3: 91,805 shares; 2025Q4: not loaded; 2026Q1: 80,385 shares; 2026Q2: 61,251 shares 61,251 $4.42M 0.81% -19,134 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,235 shares; 2024Q4: not reported; 2025Q1: 22,850 shares; 2025Q2: 25,585 shares; 2025Q3: 32,275 shares; 2025Q4: not loaded; 2026Q1: 39,739 shares; 2026Q2: 41,514 shares 41,514 $4.16M 0.76% +1,775 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: 8,499 shares; 2024Q4: 10,245 shares; 2025Q1: 13,225 shares; 2025Q2: 17,608 shares; 2025Q3: 19,540 shares; 2025Q4: not loaded; 2026Q1: 19,807 shares; 2026Q2: 18,492 shares 18,492 $4.12M 0.75% -1,315 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 25,360 shares; 2025Q1: 21,780 shares; 2025Q2: 21,620 shares; 2025Q3: 23,520 shares; 2025Q4: not loaded; 2026Q1: 23,260 shares; 2026Q2: 23,100 shares 23,100 $3.92M 0.72% -160 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 8,750 shares; 2025Q2: 11,790 shares; 2025Q3: 13,790 shares; 2025Q4: not loaded; 2026Q1: 13,790 shares; 2026Q2: 13,790 shares 13,790 $3.9M 0.71% 0 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: 3,010 shares; 2024Q4: 9,540 shares; 2025Q1: not reported; 2025Q2: 6,852 shares; 2025Q3: 7,952 shares; 2025Q4: not loaded; 2026Q1: 7,878 shares; 2026Q2: 7,778 shares 7,778 $3.71M 0.68% -100 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: 6,760 shares; 2024Q4: 7,213 shares; 2025Q1: 11,193 shares; 2025Q2: 11,196 shares; 2025Q3: 11,198 shares; 2025Q4: not loaded; 2026Q1: 13,178 shares; 2026Q2: 10,789 shares 10,789 $3.53M 0.64% -2,389 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: 65,705 shares; 2024Q4: 77,175 shares; 2025Q1: 74,490 shares; 2025Q2: 75,175 shares; 2025Q3: 28,070 shares; 2025Q4: not loaded; 2026Q1: 28,045 shares; 2026Q2: 27,635 shares 27,635 $3.22M 0.59% -410 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: 909 shares; 2024Q4: 728 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,773 shares; 2025Q4: not loaded; 2026Q1: 2,705 shares; 2026Q2: 2,645 shares 2,645 $2.82M 0.51% -60 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: 10,270 shares; 2024Q4: 9,865 shares; 2025Q1: 13,790 shares; 2025Q2: 13,161 shares; 2025Q3: 14,111 shares; 2025Q4: not loaded; 2026Q1: 14,964 shares; 2026Q2: 18,692 shares 18,692 $2.74M 0.5% +3,728 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,861 shares; 2024Q4: 27,190 shares; 2025Q1: 24,210 shares; 2025Q2: 21,364 shares; 2025Q3: 34,528 shares; 2025Q4: not loaded; 2026Q1: 30,637 shares; 2026Q2: 19,237 shares 19,237 $2.72M 0.5% -11,400 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE 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 loaded; 2026Q1: 92,500 shares; 2026Q2: 442,150 shares 442,150 $2.61M 0.48% +349,650 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 6,045 shares 6,045 $2.61M 0.48% new 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: 30,146 shares; 2024Q4: 28,288 shares; 2025Q1: 28,713 shares; 2025Q2: 29,676 shares; 2025Q3: 30,648 shares; 2025Q4: not loaded; 2026Q1: 30,686 shares; 2026Q2: 30,654 shares 30,654 $2.49M 0.45% -32 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: 157,308 shares; 2024Q4: 174,303 shares; 2025Q1: 168,178 shares; 2025Q2: 140,213 shares; 2025Q3: 187,600 shares; 2025Q4: not loaded; 2026Q1: 85,765 shares; 2026Q2: 73,100 shares 73,100 $2.43M 0.44% -12,665 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: 6,026 shares; 2025Q3: 7,295 shares; 2025Q4: not loaded; 2026Q1: 76,673 shares; 2026Q2: 53,652 shares 53,652 $2.43M 0.44% -23,021 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,923 shares; 2024Q4: 8,489 shares; 2025Q1: 8,403 shares; 2025Q2: 8,454 shares; 2025Q3: 8,364 shares; 2025Q4: not loaded; 2026Q1: 8,232 shares; 2026Q2: 8,353 shares 8,353 $2.27M 0.41% +121 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: 4,384 shares; 2024Q4: 4,844 shares; 2025Q1: 5,932 shares; 2025Q2: 6,010 shares; 2025Q3: 5,507 shares; 2025Q4: not loaded; 2026Q1: 5,550 shares; 2026Q2: 5,091 shares 5,091 $2.02M 0.37% -459 Timeline ROG ROGERS CORP More: the full row for ROGERS 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 loaded; 2026Q1: not reported; 2026Q2: 12,325 shares 12,325 $2.02M 0.37% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,495 shares; 2024Q4: 1,745 shares; 2025Q1: 1,745 shares; 2025Q2: 2,045 shares; 2025Q3: 2,045 shares; 2025Q4: not loaded; 2026Q1: 2,665 shares; 2026Q2: 2,640 shares 2,640 $1.99M 0.36% -25 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,085 shares; 2025Q3: 48,610 shares; 2025Q4: not loaded; 2026Q1: 36,617 shares; 2026Q2: 36,467 shares 36,467 $1.95M 0.36% -150 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 6,727 shares 6,727 $1.89M 0.35% 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: 12,344 shares; 2024Q4: 12,344 shares; 2025Q1: 11,541 shares; 2025Q2: 11,575 shares; 2025Q3: 11,591 shares; 2025Q4: not loaded; 2026Q1: 13,663 shares; 2026Q2: 15,336 shares 15,336 $1.74M 0.32% +1,673 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,400 shares; 2025Q3: 10,700 shares; 2025Q4: not loaded; 2026Q1: 11,285 shares; 2026Q2: 11,185 shares 11,185 $1.74M 0.32% -100 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: 3,676 shares; 2024Q4: 3,615 shares; 2025Q1: 3,041 shares; 2025Q2: 2,890 shares; 2025Q3: 2,890 shares; 2025Q4: not loaded; 2026Q1: 3,200 shares; 2026Q2: 10,286 shares 10,286 $1.71M 0.31% +7,086 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: 18,995 shares; 2024Q4: 21,079 shares; 2025Q1: 5,667 shares; 2025Q2: 3,168 shares; 2025Q3: 3,352 shares; 2025Q4: not loaded; 2026Q1: 3,462 shares; 2026Q2: 4,040 shares 4,040 $1.7M 0.31% +578 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,945 shares; 2025Q3: 12,215 shares; 2025Q4: not loaded; 2026Q1: 14,990 shares; 2026Q2: 14,790 shares 14,790 $1.67M 0.31% -200 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,804 shares; 2024Q4: 3,387 shares; 2025Q1: 3,981 shares; 2025Q2: 4,487 shares; 2025Q3: 946 shares; 2025Q4: not loaded; 2026Q1: 1,494 shares; 2026Q2: 1,772 shares 1,772 $1.66M 0.3% +278 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,985 shares; 2024Q4: 23,293 shares; 2025Q1: 27,793 shares; 2025Q2: 27,643 shares; 2025Q3: 27,643 shares; 2025Q4: not loaded; 2026Q1: 21,825 shares; 2026Q2: 21,825 shares 21,825 $1.6M 0.29% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,649 shares; 2025Q3: 28,774 shares; 2025Q4: not loaded; 2026Q1: 28,499 shares; 2026Q2: 28,499 shares 28,499 $1.54M 0.28% 0 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,635 shares; 2025Q3: 7,150 shares; 2025Q4: not loaded; 2026Q1: 7,480 shares; 2026Q2: 7,395 shares 7,395 $1.54M 0.28% -85 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,802 shares; 2025Q2: 3,911 shares; 2025Q3: 4,860 shares; 2025Q4: not loaded; 2026Q1: 4,736 shares; 2026Q2: 4,656 shares 4,656 $1.54M 0.28% -80 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 32,860 shares; 2026Q2: 40,480 shares 40,480 $1.53M 0.28% +7,620 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 715 shares; 2024Q4: 739 shares; 2025Q1: 1,029 shares; 2025Q2: 4,232 shares; 2025Q3: 5,125 shares; 2025Q4: not loaded; 2026Q1: 5,321 shares; 2026Q2: 4,781 shares 4,781 $1.52M 0.28% -540 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,000 shares; 2024Q4: 19,600 shares; 2025Q1: 23,175 shares; 2025Q2: 23,175 shares; 2025Q3: 23,650 shares; 2025Q4: not loaded; 2026Q1: 25,300 shares; 2026Q2: 24,800 shares 24,800 $1.5M 0.27% -500 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,023 shares; 2024Q4: 9,043 shares; 2025Q1: 9,958 shares; 2025Q2: 10,093 shares; 2025Q3: 10,028 shares; 2025Q4: not loaded; 2026Q1: 9,477 shares; 2026Q2: 33,129 shares 33,129 $1.4M 0.26% +23,652 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: 829 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,581 shares; 2025Q3: 14,947 shares; 2025Q4: not loaded; 2026Q1: 3,180 shares; 2026Q2: 3,300 shares 3,300 $1.37M 0.25% +120 Timeline VGT 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: 1,093 shares; 2024Q4: 1,096 shares; 2025Q1: 1,097 shares; 2025Q2: 1,098 shares; 2025Q3: 1,299 shares; 2025Q4: not loaded; 2026Q1: 1,300 shares; 2026Q2: 10,761 shares 10,761 $1.29M 0.23% +9,461 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: 516 shares; 2024Q4: 518 shares; 2025Q1: 519 shares; 2025Q2: 398 shares; 2025Q3: 1,149 shares; 2025Q4: not loaded; 2026Q1: 1,162 shares; 2026Q2: 1,205 shares 1,205 $1.22M 0.22% +43 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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 loaded; 2026Q1: not reported; 2026Q2: 529 shares 529 $1.2M 0.22% 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: 12,090 shares; 2024Q4: 13,760 shares; 2025Q1: 12,525 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 3,500 shares 3,500 $1.17M 0.21% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,931 shares; 2025Q3: 26,806 shares; 2025Q4: not loaded; 2026Q1: 18,631 shares; 2026Q2: 18,256 shares 18,256 $1.15M 0.21% -375 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: 1,600 shares; 2024Q4: 1,902 shares; 2025Q1: 2,002 shares; 2025Q2: 1,855 shares; 2025Q3: 1,955 shares; 2025Q4: not loaded; 2026Q1: 3,055 shares; 2026Q2: 3,750 shares 3,750 $1.14M 0.21% +695 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,275 shares; 2024Q4: 4,275 shares; 2025Q1: 4,275 shares; 2025Q2: 4,275 shares; 2025Q3: 4,275 shares; 2025Q4: not loaded; 2026Q1: 4,275 shares; 2026Q2: 4,275 shares 4,275 $1.14M 0.21% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,550 shares; 2025Q1: 20,800 shares; 2025Q2: 63,250 shares; 2025Q3: 70,150 shares; 2025Q4: not loaded; 2026Q1: 60,850 shares; 2026Q2: 64,300 shares 64,300 $1.12M 0.2% +3,450 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: 5,080 shares; 2024Q4: 5,094 shares; 2025Q1: 5,535 shares; 2025Q2: 3,687 shares; 2025Q3: 3,033 shares; 2025Q4: not loaded; 2026Q1: 3,366 shares; 2026Q2: 6,938 shares 6,938 $1.1M 0.2% +3,572 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P 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 loaded; 2026Q1: 20,000 shares; 2026Q2: 31,250 shares 31,250 $1.1M 0.2% +11,250 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: 5,064 shares; 2024Q4: 5,549 shares; 2025Q1: 7,149 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 1,791 shares; 2026Q2: 1,415 shares 1,415 $1.08M 0.2% -376 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,567 shares; 2024Q4: 8,000 shares; 2025Q1: 9,095 shares; 2025Q2: 9,105 shares; 2025Q3: 9,260 shares; 2025Q4: not loaded; 2026Q1: 11,320 shares; 2026Q2: 9,350 shares 9,350 $1.07M 0.19% -1,970 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 13,000 shares; 2026Q2: 12,701 shares 12,701 $1.05M 0.19% -299 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: 6,334 shares; 2024Q4: 6,360 shares; 2025Q1: 7,192 shares; 2025Q2: 7,225 shares; 2025Q3: 7,258 shares; 2025Q4: not loaded; 2026Q1: 13,694 shares; 2026Q2: 11,730 shares 11,730 $1.03M 0.19% -1,964 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE 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 loaded; 2026Q1: 7,605 shares; 2026Q2: 7,605 shares 7,605 $1.03M 0.19% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148 shares; 2024Q4: 145 shares; 2025Q1: 215 shares; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: not loaded; 2026Q1: 215 shares; 2026Q2: 5,725 shares 5,725 $1.02M 0.19% +5,510 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: 3,988 shares; 2024Q4: 3,879 shares; 2025Q1: 2,924 shares; 2025Q2: 2,741 shares; 2025Q3: 2,907 shares; 2025Q4: not loaded; 2026Q1: 5,679 shares; 2026Q2: 5,168 shares 5,168 $985K 0.18% -511 Timeline ACWX 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: 5,730 shares; 2025Q3: 10,530 shares; 2025Q4: not loaded; 2026Q1: 12,830 shares; 2026Q2: 12,830 shares 12,830 $976K 0.18% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,561 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,599 shares; 2025Q3: 14,358 shares; 2025Q4: not loaded; 2026Q1: 13,827 shares; 2026Q2: 12,277 shares 12,277 $960K 0.18% -1,550 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,000 shares; 2025Q4: not loaded; 2026Q1: 11,001 shares; 2026Q2: 11,504 shares 11,504 $945K 0.17% +503 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: 3,577 shares; 2024Q4: 3,530 shares; 2025Q1: 3,008 shares; 2025Q2: 3,872 shares; 2025Q3: 3,175 shares; 2025Q4: not loaded; 2026Q1: 6,126 shares; 2026Q2: 7,887 shares 7,887 $925K 0.17% +1,761 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,605 shares; 2024Q4: 7,570 shares; 2025Q1: 7,570 shares; 2025Q2: 7,570 shares; 2025Q3: 9,070 shares; 2025Q4: not loaded; 2026Q1: 9,070 shares; 2026Q2: 8,570 shares 8,570 $911K 0.17% -500 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,030 shares; 2025Q3: 7,255 shares; 2025Q4: not loaded; 2026Q1: 9,355 shares; 2026Q2: 9,355 shares 9,355 $893K 0.16% 0 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,500 shares; 2025Q4: not loaded; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $890K 0.16% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW 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 loaded; 2026Q1: 10,500 shares; 2026Q2: 10,200 shares 10,200 $887K 0.16% -300 Timeline WTTR SELECT WATER SOLUTIONS INC More: the full row for SELECT WATER SOLUTIONS 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 loaded; 2026Q1: 46,275 shares; 2026Q2: 44,329 shares 44,329 $886K 0.16% -1,946 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,855 shares; 2025Q3: 4,880 shares; 2025Q4: not loaded; 2026Q1: 4,930 shares; 2026Q2: 4,930 shares 4,930 $865K 0.16% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,190 shares; 2025Q3: 3,190 shares; 2025Q4: not loaded; 2026Q1: 3,190 shares; 2026Q2: 3,190 shares 3,190 $863K 0.16% 0 Timeline COPX 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,500 shares; 2025Q4: not loaded; 2026Q1: 9,087 shares; 2026Q2: 11,102 shares 11,102 $855K 0.16% +2,015 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,665 shares; 2024Q4: 7,665 shares; 2025Q1: 7,060 shares; 2025Q2: 6,360 shares; 2025Q3: 6,360 shares; 2025Q4: not loaded; 2026Q1: 6,360 shares; 2026Q2: 6,335 shares 6,335 $810K 0.15% -25 Timeline UNG UNITED STS NAT GAS FD LP More: the full row for UNITED STS NAT GAS 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 loaded; 2026Q1: not reported; 2026Q2: 68,100 shares 68,100 $798K 0.15% new Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT 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: 1,010 shares; 2025Q4: not loaded; 2026Q1: 1,030 shares; 2026Q2: 1,030 shares 1,030 $780K 0.14% 0 Timeline GLW CORNING INC More: the full row for CORNING 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 loaded; 2026Q1: 1,750 shares; 2026Q2: 3,000 shares 3,000 $766K 0.14% +1,250 Timeline BRK-A 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: not loaded; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.14% 0 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: 4,226 shares; 2024Q4: 5,652 shares; 2025Q1: 5,632 shares; 2025Q2: 5,449 shares; 2025Q3: 5,450 shares; 2025Q4: not loaded; 2026Q1: 5,469 shares; 2026Q2: 4,738 shares 4,738 $742K 0.14% -731 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: 6,150 shares; 2024Q4: 5,783 shares; 2025Q1: 5,586 shares; 2025Q2: 3,289 shares; 2025Q3: 4,320 shares; 2025Q4: not loaded; 2026Q1: 4,581 shares; 2026Q2: 4,546 shares 4,546 $674K 0.12% -35 Timeline ONDS ONDAS INC More: the full row for ONDAS 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 loaded; 2026Q1: 86,125 shares; 2026Q2: 77,775 shares 77,775 $641K 0.12% -8,350 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,704 shares; 2024Q4: 1,704 shares; 2025Q1: 1,661 shares; 2025Q2: 1,591 shares; 2025Q3: 1,568 shares; 2025Q4: not loaded; 2026Q1: 1,238 shares; 2026Q2: 1,237 shares 1,237 $635K 0.12% -1 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 990 shares 990 $634K 0.12% 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 loaded; 2026Q1: not reported; 2026Q2: 25,871 shares 25,871 $633K 0.12% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA 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: 7,750 shares; 2025Q4: not loaded; 2026Q1: 7,450 shares; 2026Q2: 7,450 shares 7,450 $631K 0.12% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,684 shares; 2024Q4: 1,410 shares; 2025Q1: 1,100 shares; 2025Q2: 975 shares; 2025Q3: 865 shares; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 3,440 shares 3,440 $610K 0.11% new 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: not loaded; 2026Q1: 13,715 shares; 2026Q2: 6,757 shares 6,757 $598K 0.11% -6,958 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 615 shares; 2025Q4: not loaded; 2026Q1: 867 shares; 2026Q2: 867 shares 867 $595K 0.11% 0 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: 3,011 shares; 2024Q4: 3,815 shares; 2025Q1: 3,541 shares; 2025Q2: 5,632 shares; 2025Q3: 4,943 shares; 2025Q4: not loaded; 2026Q1: 1,991 shares; 2026Q2: 3,212 shares 3,212 $595K 0.11% +1,221 Timeline WDAY WORKDAY INC More: the full row for WORKDAY 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 loaded; 2026Q1: not reported; 2026Q2: 4,840 shares 4,840 $593K 0.11% new Timeline NRG NRG ENERGY INC More: the full row for NRG 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: not loaded; 2026Q1: 4,050 shares; 2026Q2: 4,050 shares 4,050 $592K 0.11% 0 Timeline LASR NLIGHT INC More: the full row for NLIGHT 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 loaded; 2026Q1: not reported; 2026Q2: 8,460 shares 8,460 $589K 0.11% new 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: 1,615 shares; 2024Q4: 1,213 shares; 2025Q1: 1,715 shares; 2025Q2: 3,846 shares; 2025Q3: 4,480 shares; 2025Q4: not loaded; 2026Q1: 2,252 shares; 2026Q2: 1,659 shares 1,659 $585K 0.11% -593 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 17,600 shares 17,600 $583K 0.11% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 500 shares 500 $577K 0.11% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 3,552 shares 3,552 $562K 0.1% new 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: 2,000 shares; 2025Q4: not loaded; 2026Q1: 5,100 shares; 2026Q2: 5,100 shares 5,100 $549K 0.1% 0 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM 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 loaded; 2026Q1: 7,290 shares; 2026Q2: 2,916 shares 2,916 $545K 0.1% -4,374 Timeline CCJ CAMECO CORP More: the full row for CAMECO 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 loaded; 2026Q1: 5,350 shares; 2026Q2: 5,350 shares 5,350 $545K 0.1% 0 Timeline ICOP 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 loaded; 2026Q1: 10,950 shares; 2026Q2: 11,001 shares 11,001 $542K 0.1% +51 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,508 shares; 2024Q4: 3,508 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 1,270 shares 1,270 $541K 0.1% 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: 7,088 shares; 2024Q4: 6,604 shares; 2025Q1: 6,412 shares; 2025Q2: 5,251 shares; 2025Q3: 5,210 shares; 2025Q4: not loaded; 2026Q1: 5,123 shares; 2026Q2: 10,041 shares 10,041 $538K 0.1% +4,918 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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 loaded; 2026Q1: 6,010 shares; 2026Q2: 6,020 shares 6,020 $535K 0.1% +10 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: 3,700 shares; 2024Q4: 2,595 shares; 2025Q1: 2,071 shares; 2025Q2: 1,801 shares; 2025Q3: 1,702 shares; 2025Q4: not loaded; 2026Q1: 2,905 shares; 2026Q2: 2,760 shares 2,760 $525K 0.1% -145 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 2,816 shares 2,816 $520K 0.09% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 17,500 shares; 2026Q2: 16,000 shares 16,000 $507K 0.09% -1,500 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,893 shares; 2024Q4: 14,037 shares; 2025Q1: 14,178 shares; 2025Q2: 13,326 shares; 2025Q3: 13,481 shares; 2025Q4: not loaded; 2026Q1: 13,680 shares; 2026Q2: 13,722 shares 13,722 $504K 0.09% +42 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN 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 loaded; 2026Q1: 42,100 shares; 2026Q2: 42,115 shares 42,115 $501K 0.09% +15 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,504 shares; 2024Q4: 4,883 shares; 2025Q1: 4,910 shares; 2025Q2: 4,914 shares; 2025Q3: 4,767 shares; 2025Q4: not loaded; 2026Q1: 5,709 shares; 2026Q2: 4,985 shares 4,985 $493K 0.09% -724 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I 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 loaded; 2026Q1: 14,559 shares; 2026Q2: 14,744 shares 14,744 $479K 0.09% +185 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER 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 loaded; 2026Q1: 7,940 shares; 2026Q2: 3,971 shares 3,971 $473K 0.09% -3,969 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,635 shares; 2024Q4: 1,489 shares; 2025Q1: 1,287 shares; 2025Q2: 1,237 shares; 2025Q3: 1,588 shares; 2025Q4: not loaded; 2026Q1: 1,247 shares; 2026Q2: 1,198 shares 1,198 $472K 0.09% -49 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 831 shares; 2024Q4: 834 shares; 2025Q1: 838 shares; 2025Q2: 840 shares; 2025Q3: 843 shares; 2025Q4: not loaded; 2026Q1: 838 shares; 2026Q2: 891 shares 891 $465K 0.08% +53 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC 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 loaded; 2026Q1: 8,141 shares; 2026Q2: 7,698 shares 7,698 $463K 0.08% -443 Timeline IMVP INVESCO INDIA EXCHANGE-TRADE More: the full row for INVESCO INDIA EXCHANGE-TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,191 shares; 2025Q2: 8,042 shares; 2025Q3: 13,242 shares; 2025Q4: not loaded; 2026Q1: 26,069 shares; 2026Q2: 22,709 shares 22,709 $456K 0.08% -3,360 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: 1,547 shares; 2024Q4: 1,731 shares; 2025Q1: 1,987 shares; 2025Q2: 2,519 shares; 2025Q3: 3,134 shares; 2025Q4: not loaded; 2026Q1: 1,968 shares; 2026Q2: 1,625 shares 1,625 $439K 0.08% -343 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,325 shares; 2025Q4: not loaded; 2026Q1: 4,285 shares; 2026Q2: 4,295 shares 4,295 $437K 0.08% +10 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: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 1,905 shares; 2025Q2: 6,524 shares; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 2,110 shares 2,110 $433K 0.08% new 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 reported; 2024Q4: 825 shares; 2025Q1: 825 shares; 2025Q2: 825 shares; 2025Q3: 825 shares; 2025Q4: not loaded; 2026Q1: 826 shares; 2026Q2: 4,959 shares 4,959 $427K 0.08% +4,133 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,445 shares; 2025Q2: 7,484 shares; 2025Q3: 3,662 shares; 2025Q4: not loaded; 2026Q1: 2,082 shares; 2026Q2: 2,193 shares 2,193 $397K 0.07% +111 Timeline MXL MAXLINEAR INC More: the full row for MAXLINEAR 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 loaded; 2026Q1: not reported; 2026Q2: 3,050 shares 3,050 $390K 0.07% new Timeline PI IMPINJ INC More: the full row for IMPINJ 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 loaded; 2026Q1: not reported; 2026Q2: 2,685 shares 2,685 $385K 0.07% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 885 shares 885 $384K 0.07% new Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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 loaded; 2026Q1: 4,280 shares; 2026Q2: 3,795 shares 3,795 $378K 0.07% -485 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: 3,487 shares; 2025Q3: 2,731 shares; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 4,311 shares 4,311 $358K 0.07% new 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: 1,395 shares; 2025Q2: 419 shares; 2025Q3: 430 shares; 2025Q4: not loaded; 2026Q1: 255 shares; 2026Q2: 367 shares 367 $353K 0.06% +112 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: 1,452 shares; 2024Q4: 1,466 shares; 2025Q1: 1,344 shares; 2025Q2: 1,356 shares; 2025Q3: 1,367 shares; 2025Q4: not loaded; 2026Q1: 1,386 shares; 2026Q2: 1,398 shares 1,398 $352K 0.06% +12 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: 2,577 shares; 2024Q4: 2,578 shares; 2025Q1: 2,513 shares; 2025Q2: 2,478 shares; 2025Q3: 3,578 shares; 2025Q4: not loaded; 2026Q1: 4,079 shares; 2026Q2: 3,329 shares 3,329 $346K 0.06% -750 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 reported; 2024Q4: 3,744 shares; 2025Q1: 3,754 shares; 2025Q2: 3,167 shares; 2025Q3: 3,177 shares; 2025Q4: not loaded; 2026Q1: 2,947 shares; 2026Q2: 2,941 shares 2,941 $345K 0.06% -6 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN 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 loaded; 2026Q1: not reported; 2026Q2: 7,773 shares 7,773 $345K 0.06% new Timeline DBA 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: 7,765 shares; 2025Q1: 13,840 shares; 2025Q2: 15,915 shares; 2025Q3: 13,715 shares; 2025Q4: not loaded; 2026Q1: 13,428 shares; 2026Q2: 12,428 shares 12,428 $331K 0.06% -1,000 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 895 shares; 2024Q4: 895 shares; 2025Q1: 895 shares; 2025Q2: 895 shares; 2025Q3: 895 shares; 2025Q4: not loaded; 2026Q1: 895 shares; 2026Q2: 895 shares 895 $327K 0.06% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,378 shares; 2024Q4: 4,487 shares; 2025Q1: 3,410 shares; 2025Q2: 3,158 shares; 2025Q3: 2,905 shares; 2025Q4: not loaded; 2026Q1: 2,733 shares; 2026Q2: 2,548 shares 2,548 $327K 0.06% -185 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE 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: not loaded; 2026Q1: 2,675 shares; 2026Q2: 1,352 shares 1,352 $323K 0.06% -1,323 Timeline CGNX COGNEX CORP More: the full row for COGNEX 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 loaded; 2026Q1: not reported; 2026Q2: 4,310 shares 4,310 $312K 0.06% new 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: not loaded; 2026Q1: 5,675 shares; 2026Q2: 3,315 shares 3,315 $300K 0.05% -2,360 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: 3,225 shares; 2024Q4: 3,225 shares; 2025Q1: not reported; 2025Q2: 3,225 shares; 2025Q3: 3,925 shares; 2025Q4: not loaded; 2026Q1: 3,925 shares; 2026Q2: 3,825 shares 3,825 $295K 0.05% -100 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL 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 loaded; 2026Q1: not reported; 2026Q2: 7,680 shares 7,680 $286K 0.05% 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: 1,981 shares; 2024Q4: 2,137 shares; 2025Q1: 2,168 shares; 2025Q2: 2,075 shares; 2025Q3: 3,140 shares; 2025Q4: not loaded; 2026Q1: 1,918 shares; 2026Q2: 1,944 shares 1,944 $285K 0.05% +26 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: not reported; 2025Q1: not reported; 2025Q2: 844 shares; 2025Q3: 784 shares; 2025Q4: not loaded; 2026Q1: 660 shares; 2026Q2: 420 shares 420 $275K 0.05% -240 Timeline DASH DOORDASH INC More: the full row for DOORDASH 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: 2,980 shares; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 1,470 shares 1,470 $271K 0.05% new Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,551 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 4,775 shares 4,775 $266K 0.05% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS 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 loaded; 2026Q1: not reported; 2026Q2: 231 shares 231 $261K 0.05% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN 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 loaded; 2026Q1: 2,650 shares; 2026Q2: 2,650 shares 2,650 $254K 0.05% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,446 shares; 2024Q4: 1,446 shares; 2025Q1: 1,511 shares; 2025Q2: 1,519 shares; 2025Q3: 1,275 shares; 2025Q4: not loaded; 2026Q1: 1,292 shares; 2026Q2: 1,299 shares 1,299 $233K 0.04% +7 Timeline IWP 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: 1,561 shares; 2025Q3: 1,563 shares; 2025Q4: not loaded; 2026Q1: 1,564 shares; 2026Q2: 1,534 shares 1,534 $225K 0.04% -30 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 600 shares 600 $224K 0.04% new Timeline AES AES CORP More: the full row for AES 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 loaded; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000 $220K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 3,250 shares; 2026Q2: 3,250 shares 3,250 $218K 0.04% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 16,630 shares 16,630 $212K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,420 shares; 2025Q3: 6,664 shares; 2025Q4: not loaded; 2026Q1: 919 shares; 2026Q2: 696 shares 696 $209K 0.04% -223 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 4,000 shares 4,000 $202K 0.04% new Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING 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 loaded; 2026Q1: not reported; 2026Q2: 17,985 shares 17,985 $174K 0.03% new Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,565 shares; 2024Q4: 17,918 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 88,150 shares; 2025Q4: not loaded; 2026Q1: 108,956 shares; 2026Q2: 29,068 shares 29,068 $169K 0.03% -79,888 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,350 shares; 2024Q4: not reported; 2025Q1: 111,450 shares; 2025Q2: 35,150 shares; 2025Q3: not reported; 2025Q4: not loaded; 2026Q1: 24,200 shares; 2026Q2: 11,700 shares 11,700 $144K 0.03% -12,500 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,700 shares; 2024Q4: 42,140 shares; 2025Q1: 27,680 shares; 2025Q2: 15,905 shares; 2025Q3: 8,220 shares; 2025Q4: not loaded; 2026Q1: 13,315 shares; 2026Q2: 10,910 shares 10,910 $130K 0.02% -2,405 Timeline GSOL GRAYSCALE SOLANA STAKING ETF More: the full row for GRAYSCALE SOLANA STAKING 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: not reported; 2025Q4: not loaded; 2026Q1: not reported; 2026Q2: 19,400 shares 19,400 $107K 0.02% new Timeline BITO PROSHARES TR More: the full row for PROSHARES 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 loaded; 2026Q1: 11,650 shares; 2026Q2: 11,650 shares 11,650 $93K 0.02% 0 Timeline