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: 123,423 shares; 2024Q4: 123,447 shares; 2025Q1: 123,406 shares; 2025Q2: 118,579 shares; 2025Q3: 1,243,577 shares; 2025Q4: 118,088 shares; 2026Q1: 117,091 shares; 2026Q2: 115,346 shares 115,346 $65M 15.55% -1,745 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: 257,952 shares; 2024Q4: 288,668 shares; 2025Q1: 311,649 shares; 2025Q2: 313,224 shares; 2025Q3: 296,595 shares; 2025Q4: 297,272 shares; 2026Q1: 302,551 shares; 2026Q2: 302,269 shares 302,269 $60.5M 14.47% -282 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: 123,005 shares; 2024Q4: 124,693 shares; 2025Q1: 120,968 shares; 2025Q2: 117,180 shares; 2025Q3: 108,183 shares; 2025Q4: 106,487 shares; 2026Q1: 113,034 shares; 2026Q2: 114,893 shares 114,893 $33.2M 7.96% +1,859 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: 46,706 shares; 2024Q4: 43,702 shares; 2025Q1: 44,155 shares; 2025Q2: 42,608 shares; 2025Q3: 43,553 shares; 2025Q4: 43,433 shares; 2026Q1: 43,186 shares; 2026Q2: 42,696 shares 42,696 $24.8M 5.94% -490 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: 7,248 shares; 2024Q4: 9,615 shares; 2025Q1: 13,842 shares; 2025Q2: 26,942 shares; 2025Q3: 29,121 shares; 2025Q4: 28,904 shares; 2026Q1: 28,657 shares; 2026Q2: 27,972 shares 27,972 $18.3M 4.39% -685 Timeline FV 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: 153,677 shares; 2024Q4: 159,253 shares; 2025Q1: 163,364 shares; 2025Q2: 165,564 shares; 2025Q3: 170,707 shares; 2025Q4: 174,108 shares; 2026Q1: 174,859 shares; 2026Q2: 177,615 shares 177,615 $13.5M 3.23% +2,756 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: 18,917 shares; 2024Q4: 19,792 shares; 2025Q1: 22,749 shares; 2025Q2: 27,146 shares; 2025Q3: 20,467 shares; 2025Q4: 22,548 shares; 2026Q1: 16,460 shares; 2026Q2: 16,555 shares 16,555 $12.2M 2.92% +95 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: 6,692 shares; 2024Q4: 8,130 shares; 2025Q1: 7,926 shares; 2025Q2: 8,199 shares; 2025Q3: 8,643 shares; 2025Q4: 9,302 shares; 2026Q1: 9,513 shares; 2026Q2: 10,093 shares 10,093 $11.7M 2.79% +580 Timeline FVD 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: 156,677 shares; 2024Q4: 173,480 shares; 2025Q1: 186,858 shares; 2025Q2: 196,001 shares; 2025Q3: 208,039 shares; 2025Q4: 212,857 shares; 2026Q1: 210,440 shares; 2026Q2: 224,937 shares 224,937 $10.8M 2.59% +14,497 Timeline FTCS 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: 88,476 shares; 2024Q4: 93,865 shares; 2025Q1: 100,641 shares; 2025Q2: 104,076 shares; 2025Q3: 109,417 shares; 2025Q4: 112,382 shares; 2026Q1: 110,259 shares; 2026Q2: 113,468 shares 113,468 $10.7M 2.55% +3,209 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: 20,090 shares; 2024Q4: 20,729 shares; 2025Q1: 20,700 shares; 2025Q2: 20,180 shares; 2025Q3: 20,945 shares; 2025Q4: 22,345 shares; 2026Q1: 22,258 shares; 2026Q2: 22,336 shares 22,336 $9.39M 2.25% +78 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: 15,657 shares; 2024Q4: 16,273 shares; 2025Q1: 16,849 shares; 2025Q2: 16,877 shares; 2025Q3: 17,618 shares; 2025Q4: 22,203 shares; 2026Q1: 23,324 shares; 2026Q2: 23,149 shares 23,149 $8.64M 2.07% -175 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: 17,271 shares; 2024Q4: 17,328 shares; 2025Q1: 17,281 shares; 2025Q2: 17,263 shares; 2025Q3: 17,125 shares; 2025Q4: 16,246 shares; 2026Q1: 23,747 shares; 2026Q2: 23,599 shares 23,599 $8.34M 2% -148 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: 20,185 shares; 2024Q4: 21,778 shares; 2025Q1: 24,745 shares; 2025Q2: 25,281 shares; 2025Q3: 27,745 shares; 2025Q4: 31,182 shares; 2026Q1: 31,192 shares; 2026Q2: 31,021 shares 31,021 $7.39M 1.77% -171 Timeline QTEC 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: 24,169 shares; 2024Q4: 24,286 shares; 2025Q1: 25,242 shares; 2025Q2: 26,325 shares; 2025Q3: 20,195 shares; 2025Q4: 21,092 shares; 2026Q1: 20,565 shares; 2026Q2: 20,632 shares 20,632 $6.91M 1.65% +67 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: 75,494 shares; 2024Q4: 76,408 shares; 2025Q1: 78,022 shares; 2025Q2: 80,623 shares; 2025Q3: 61,869 shares; 2025Q4: 64,702 shares; 2026Q1: 64,368 shares; 2026Q2: 65,900 shares 65,900 $5.92M 1.42% +1,532 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,772 shares; 2024Q4: 8,776 shares; 2025Q1: 9,370 shares; 2025Q2: 8,853 shares; 2025Q3: 8,844 shares; 2025Q4: 7,619 shares; 2026Q1: 7,438 shares; 2026Q2: 7,460 shares 7,460 $5.39M 1.29% +22 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: 3,119 shares; 2024Q4: 3,415 shares; 2025Q1: 4,447 shares; 2025Q2: 4,561 shares; 2025Q3: 4,651 shares; 2025Q4: 5,026 shares; 2026Q1: 5,457 shares; 2026Q2: 44,722 shares 44,722 $5.35M 1.28% +39,265 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,268 shares; 2024Q4: 7,127 shares; 2025Q1: 7,740 shares; 2025Q2: 8,044 shares; 2025Q3: 14,988 shares; 2025Q4: 15,696 shares; 2026Q1: 12,653 shares; 2026Q2: 14,050 shares 14,050 $5.18M 1.24% +1,397 Timeline XMHQ 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: 25,972 shares; 2024Q4: 29,069 shares; 2025Q1: 36,068 shares; 2025Q2: 34,864 shares; 2025Q3: 37,573 shares; 2025Q4: 41,903 shares; 2026Q1: 43,479 shares; 2026Q2: 45,353 shares 45,353 $5.12M 1.23% +1,874 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: 22,386 shares; 2024Q4: 21,003 shares; 2025Q1: 15,941 shares; 2025Q2: 9,508 shares; 2025Q3: 9,314 shares; 2025Q4: 8,501 shares; 2026Q1: 7,633 shares; 2026Q2: 7,444 shares 7,444 $4.77M 1.14% -189 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: 4,209 shares; 2024Q4: 4,525 shares; 2025Q1: 5,360 shares; 2025Q2: 4,968 shares; 2025Q3: 5,644 shares; 2025Q4: 5,752 shares; 2026Q1: 11,310 shares; 2026Q2: 11,617 shares 11,617 $4.15M 0.99% +307 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 105,888 shares; 2025Q1: 113,396 shares; 2025Q2: 114,601 shares; 2025Q3: 133,870 shares; 2025Q4: 127,275 shares; 2026Q1: 119,971 shares; 2026Q2: 105,331 shares 105,331 $3.51M 0.84% -14,640 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,139 shares; 2025Q4: 44,914 shares; 2026Q1: 50,110 shares; 2026Q2: 51,810 shares 51,810 $3.4M 0.81% +1,700 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: 3,055 shares; 2024Q4: 3,463 shares; 2025Q1: 5,023 shares; 2025Q2: 5,186 shares; 2025Q3: 5,903 shares; 2025Q4: 7,661 shares; 2026Q1: 8,469 shares; 2026Q2: 8,463 shares 8,463 $3.2M 0.77% -6 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: 3,550 shares; 2024Q4: 5,797 shares; 2025Q1: 7,847 shares; 2025Q2: 8,112 shares; 2025Q3: 11,936 shares; 2025Q4: 19,544 shares; 2026Q1: 20,820 shares; 2026Q2: 21,767 shares 21,767 $3.19M 0.76% +947 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST 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: 97,321 shares; 2026Q1: 102,838 shares; 2026Q2: 104,471 shares 104,471 $2.89M 0.69% +1,633 Timeline FDN 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: 5,652 shares; 2024Q4: 5,740 shares; 2025Q1: 6,026 shares; 2025Q2: 7,337 shares; 2025Q3: 8,874 shares; 2025Q4: 9,704 shares; 2026Q1: 9,741 shares; 2026Q2: 9,847 shares 9,847 $2.61M 0.62% +106 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,232 shares; 2026Q2: 40,405 shares 40,405 $2.25M 0.54% +20,173 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: 2,892 shares; 2024Q4: 3,267 shares; 2025Q1: 3,389 shares; 2025Q2: 3,410 shares; 2025Q3: 10,188 shares; 2025Q4: 43,381 shares; 2026Q1: 46,672 shares; 2026Q2: 49,009 shares 49,009 $2.22M 0.53% +2,337 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: 8,648 shares; 2024Q4: 9,570 shares; 2025Q1: 12,221 shares; 2025Q2: 14,512 shares; 2025Q3: 15,839 shares; 2025Q4: 17,677 shares; 2026Q1: 18,658 shares; 2026Q2: 19,002 shares 19,002 $2.15M 0.52% +344 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: 4,419 shares; 2024Q4: 4,439 shares; 2025Q1: 4,499 shares; 2025Q2: 4,436 shares; 2025Q3: 4,596 shares; 2025Q4: 4,596 shares; 2026Q1: 5,870 shares; 2026Q2: 5,781 shares 5,781 $2.14M 0.51% -89 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: 10,752 shares; 2025Q1: 10,744 shares; 2025Q2: 10,515 shares; 2025Q3: 11,050 shares; 2025Q4: 11,035 shares; 2026Q1: 11,434 shares; 2026Q2: 11,465 shares 11,465 $1.95M 0.47% +31 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,443 shares; 2025Q1: 49,649 shares; 2025Q2: 44,246 shares; 2025Q3: 44,363 shares; 2025Q4: 40,905 shares; 2026Q1: 42,632 shares; 2026Q2: 44,716 shares 44,716 $1.93M 0.46% +2,084 Timeline GRID 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: 9,054 shares; 2024Q4: 12,142 shares; 2025Q1: 11,441 shares; 2025Q2: not reported; 2025Q3: 2,031 shares; 2025Q4: 4,282 shares; 2026Q1: 5,438 shares; 2026Q2: 7,527 shares 7,527 $1.44M 0.35% +2,089 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: 907 shares; 2024Q4: 919 shares; 2025Q1: 445 shares; 2025Q2: 462 shares; 2025Q3: not reported; 2025Q4: 654 shares; 2026Q1: 2,022 shares; 2026Q2: 1,847 shares 1,847 $1.38M 0.33% -175 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: 268 shares; 2024Q4: 372 shares; 2025Q1: 782 shares; 2025Q2: 996 shares; 2025Q3: 1,177 shares; 2025Q4: 1,275 shares; 2026Q1: 1,439 shares; 2026Q2: 1,465 shares 1,465 $1.37M 0.33% +26 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 reported; 2024Q4: 6,045 shares; 2025Q1: 18,784 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,488 shares; 2026Q1: 5,854 shares; 2026Q2: 9,685 shares 9,685 $1.29M 0.31% +3,831 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,719 shares; 2026Q2: 20,978 shares 20,978 $1.24M 0.3% +3,259 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: 12,527 shares; 2025Q2: 10,006 shares; 2025Q3: 10,024 shares; 2025Q4: 10,052 shares; 2026Q1: 10,285 shares; 2026Q2: 8,693 shares 8,693 $1.21M 0.29% -1,592 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,566 shares; 2025Q1: not reported; 2025Q2: 2,608 shares; 2025Q3: 2,612 shares; 2025Q4: 3,303 shares; 2026Q1: 3,340 shares; 2026Q2: 3,622 shares 3,622 $1.21M 0.29% +282 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,801 shares; 2024Q4: 13,168 shares; 2025Q1: 14,430 shares; 2025Q2: 13,719 shares; 2025Q3: 13,695 shares; 2025Q4: 13,287 shares; 2026Q1: 13,297 shares; 2026Q2: 12,231 shares 12,231 $1.18M 0.28% -1,066 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: 4,553 shares; 2024Q4: 15,824 shares; 2025Q1: 26,245 shares; 2025Q2: 2,330 shares; 2025Q3: 3,314 shares; 2025Q4: 4,157 shares; 2026Q1: 5,349 shares; 2026Q2: 7,805 shares 7,805 $1.16M 0.28% +2,456 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 reported; 2024Q4: 940 shares; 2025Q1: 1,007 shares; 2025Q2: 1,169 shares; 2025Q3: 1,287 shares; 2025Q4: 1,283 shares; 2026Q1: 3,282 shares; 2026Q2: 3,504 shares 3,504 $1.15M 0.27% +222 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: 9,304 shares; 2024Q4: 9,561 shares; 2025Q1: 9,201 shares; 2025Q2: 8,047 shares; 2025Q3: 7,331 shares; 2025Q4: 6,678 shares; 2026Q1: 5,374 shares; 2026Q2: 5,292 shares 5,292 $1.08M 0.26% -82 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: not reported; 2025Q4: 513 shares; 2026Q1: 1,272 shares; 2026Q2: 1,545 shares 1,545 $1.06M 0.25% +273 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: 1,916 shares; 2024Q4: 1,879 shares; 2025Q1: 2,016 shares; 2025Q2: 2,027 shares; 2025Q3: 2,114 shares; 2025Q4: 2,137 shares; 2026Q1: 3,829 shares; 2026Q2: 3,991 shares 3,991 $1.01M 0.24% +162 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,917 shares; 2026Q2: 3,146 shares 3,146 $954K 0.23% +229 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,478 shares; 2024Q4: 73,311 shares; 2025Q1: 62,331 shares; 2025Q2: 45,459 shares; 2025Q3: 30,378 shares; 2025Q4: 16,096 shares; 2026Q1: 14,468 shares; 2026Q2: 13,462 shares 13,462 $941K 0.23% -1,006 Timeline PPA 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,888 shares; 2026Q2: 4,889 shares 4,889 $864K 0.21% +2,001 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,360 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,418 shares; 2026Q2: 2,773 shares 2,773 $826K 0.2% +355 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,872 shares; 2025Q1: 15,994 shares; 2025Q2: 24,935 shares; 2025Q3: 25,572 shares; 2025Q4: 21,168 shares; 2026Q1: 19,949 shares; 2026Q2: 21,266 shares 21,266 $777K 0.19% +1,317 Timeline FPX 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: 6,207 shares; 2024Q4: 6,007 shares; 2025Q1: 5,507 shares; 2025Q2: 5,507 shares; 2025Q3: 4,707 shares; 2025Q4: 3,857 shares; 2026Q1: 3,757 shares; 2026Q2: 3,757 shares 3,757 $775K 0.19% 0 Timeline HDV 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: 1,926 shares; 2025Q1: 3,086 shares; 2025Q2: 3,541 shares; 2025Q3: 3,111 shares; 2025Q4: 2,727 shares; 2026Q1: 1,681 shares; 2026Q2: 27,903 shares 27,903 $765K 0.18% +26,222 Timeline ICHR ICHOR HOLDINGS More: the full row for ICHOR HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,500 shares; 2026Q2: 6,500 shares 6,500 $730K 0.17% 0 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: 722 shares; 2024Q4: not reported; 2025Q1: 753 shares; 2025Q2: not reported; 2025Q3: 731 shares; 2025Q4: 865 shares; 2026Q1: 1,960 shares; 2026Q2: 1,954 shares 1,954 $707K 0.17% -6 Timeline XSD 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: 1,008 shares; 2024Q4: 994 shares; 2025Q1: not reported; 2025Q2: 1,129 shares; 2025Q3: 1,130 shares; 2025Q4: 1,130 shares; 2026Q1: 1,130 shares; 2026Q2: 1,130 shares 1,130 $705K 0.17% 0 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,090 shares 5,090 $696K 0.17% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,681 shares; 2024Q4: 12,096 shares; 2025Q1: 7,367 shares; 2025Q2: 6,605 shares; 2025Q3: 8,939 shares; 2025Q4: 8,526 shares; 2026Q1: 6,084 shares; 2026Q2: 5,333 shares 5,333 $674K 0.16% -751 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 reported; 2026Q1: 22,946 shares; 2026Q2: 21,111 shares 21,111 $669K 0.16% -1,835 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,088 shares; 2026Q2: 7,511 shares 7,511 $659K 0.16% +1,423 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: 10,300 shares; 2024Q4: 9,483 shares; 2025Q1: 5,608 shares; 2025Q2: 3,452 shares; 2025Q3: 2,991 shares; 2025Q4: 2,332 shares; 2026Q1: 2,274 shares; 2026Q2: 2,226 shares 2,226 $634K 0.15% -48 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: 9,604 shares; 2024Q4: 11,264 shares; 2025Q1: 12,468 shares; 2025Q2: 14,999 shares; 2025Q3: 16,285 shares; 2025Q4: 18,166 shares; 2026Q1: 1,128 shares; 2026Q2: 1,262 shares 1,262 $632K 0.15% +134 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 525 shares; 2026Q2: 588 shares 588 $627K 0.15% +63 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,246 shares; 2026Q2: 2,422 shares 2,422 $610K 0.15% +176 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: not reported; 2024Q4: 3,003 shares; 2025Q1: 3,024 shares; 2025Q2: 3,022 shares; 2025Q3: 2,991 shares; 2025Q4: 2,757 shares; 2026Q1: 2,330 shares; 2026Q2: 3,622 shares 3,622 $567K 0.14% +1,292 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,400 shares; 2024Q4: 16,900 shares; 2025Q1: 16,912 shares; 2025Q2: 17,354 shares; 2025Q3: 17,009 shares; 2025Q4: 16,964 shares; 2026Q1: 17,001 shares; 2026Q2: 17,023 shares 17,023 $552K 0.13% +22 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,897 shares; 2025Q1: 9,718 shares; 2025Q2: 10,079 shares; 2025Q3: 10,194 shares; 2025Q4: 20,086 shares; 2026Q1: 21,057 shares; 2026Q2: 17,161 shares 17,161 $547K 0.13% -3,896 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,298 shares; 2025Q4: 6,436 shares; 2026Q1: 6,584 shares; 2026Q2: 6,658 shares 6,658 $541K 0.13% +74 Timeline SGOV 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: 2,950 shares; 2026Q1: 8,388 shares; 2026Q2: 5,145 shares 5,145 $518K 0.12% -3,243 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: 7,807 shares; 2024Q4: 7,807 shares; 2025Q1: 7,807 shares; 2025Q2: 6,607 shares; 2025Q3: 6,607 shares; 2025Q4: 6,607 shares; 2026Q1: 6,607 shares; 2026Q2: 6,607 shares 6,607 $509K 0.12% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,880 shares; 2026Q2: 3,939 shares 3,939 $506K 0.12% +59 Timeline AIPO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,943 shares 14,943 $499K 0.12% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,516 shares; 2025Q3: 2,577 shares; 2025Q4: 2,550 shares; 2026Q1: 3,172 shares; 2026Q2: 3,209 shares 3,209 $449K 0.11% +37 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,636 shares; 2026Q2: 4,636 shares 4,636 $448K 0.11% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,598 shares; 2026Q1: 3,690 shares; 2026Q2: 3,790 shares 3,790 $445K 0.11% +100 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,628 shares; 2026Q2: 5,794 shares 5,794 $438K 0.1% +166 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 reported; 2026Q1: not reported; 2026Q2: 190 shares 190 $432K 0.1% new Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78 shares; 2025Q2: 113 shares; 2025Q3: 132 shares; 2025Q4: 159 shares; 2026Q1: 151 shares; 2026Q2: 134 shares 134 $428K 0.1% -17 Timeline USD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,858 shares; 2024Q4: 3,464 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,427 shares; 2025Q4: 4,903 shares; 2026Q1: 4,940 shares; 2026Q2: 4,080 shares 4,080 $425K 0.1% -860 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,240 shares; 2026Q2: 7,452 shares 7,452 $425K 0.1% -788 Timeline BCHP PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,752 shares; 2026Q2: 10,931 shares 10,931 $395K 0.09% +3,179 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: 4,131 shares; 2024Q4: 4,165 shares; 2025Q1: 4,561 shares; 2025Q2: 4,496 shares; 2025Q3: 4,582 shares; 2025Q4: 4,378 shares; 2026Q1: 4,401 shares; 2026Q2: 4,552 shares 4,552 $376K 0.09% +151 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: 1,210 shares; 2024Q4: 2,446 shares; 2025Q1: 1,900 shares; 2025Q2: 1,852 shares; 2025Q3: 1,150 shares; 2025Q4: 1,185 shares; 2026Q1: 1,333 shares; 2026Q2: 1,102 shares 1,102 $376K 0.09% -231 Timeline FCVT 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: 14,771 shares; 2024Q4: 14,069 shares; 2025Q1: 13,440 shares; 2025Q2: 7,535 shares; 2025Q3: 7,539 shares; 2025Q4: 7,542 shares; 2026Q1: 7,545 shares; 2026Q2: 6,595 shares 6,595 $355K 0.08% -950 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 300 shares 300 $353K 0.08% new Timeline PSI 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,845 shares 1,845 $347K 0.08% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 555 shares; 2026Q2: 656 shares 656 $337K 0.08% +101 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 reported; 2024Q4: 344 shares; 2025Q1: not reported; 2025Q2: 345 shares; 2025Q3: 347 shares; 2025Q4: 341 shares; 2026Q1: 511 shares; 2026Q2: 427 shares 427 $320K 0.08% -84 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,072 shares; 2026Q2: 2,179 shares 2,179 $320K 0.08% +107 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,973 shares; 2024Q4: 4,976 shares; 2025Q1: 4,959 shares; 2025Q2: 4,663 shares; 2025Q3: 4,644 shares; 2025Q4: 4,653 shares; 2026Q1: 3,593 shares; 2026Q2: 3,617 shares 3,617 $312K 0.07% +24 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,111 shares 1,111 $307K 0.07% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,737 shares; 2025Q3: 1,970 shares; 2025Q4: 2,164 shares; 2026Q1: 2,164 shares; 2026Q2: 2,601 shares 2,601 $304K 0.07% +437 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,763 shares; 2026Q2: 1,824 shares 1,824 $302K 0.07% +61 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL 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 reported; 2026Q1: 1,900 shares; 2026Q2: 1,900 shares 1,900 $300K 0.07% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 783 shares; 2026Q2: 847 shares 847 $299K 0.07% +64 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,510 shares; 2026Q1: 22,516 shares; 2026Q2: 24,833 shares 24,833 $295K 0.07% +2,317 Timeline RND 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: 17,740 shares; 2024Q4: 15,990 shares; 2025Q1: 15,990 shares; 2025Q2: 8,985 shares; 2025Q3: 8,985 shares; 2025Q4: 8,985 shares; 2026Q1: 8,978 shares; 2026Q2: 8,973 shares 8,973 $287K 0.07% -5 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,479 shares; 2026Q2: 3,997 shares 3,997 $285K 0.07% +518 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 924 shares 924 $275K 0.07% new 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: 2,284 shares; 2024Q4: 2,308 shares; 2025Q1: 2,454 shares; 2025Q2: 2,570 shares; 2025Q3: 2,434 shares; 2025Q4: 1,406 shares; 2026Q1: 1,489 shares; 2026Q2: 1,521 shares 1,521 $275K 0.07% +32 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,890 shares 1,890 $273K 0.07% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 677 shares; 2026Q2: 687 shares 687 $273K 0.07% +10 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 826 shares; 2025Q3: 827 shares; 2025Q4: 822 shares; 2026Q1: 817 shares; 2026Q2: 857 shares 857 $270K 0.06% +40 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,706 shares; 2026Q2: 9,706 shares 9,706 $269K 0.06% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 268 shares; 2025Q1: 293 shares; 2025Q2: 294 shares; 2025Q3: 309 shares; 2025Q4: 2,703 shares; 2026Q1: 3,234 shares; 2026Q2: 3,697 shares 3,697 $264K 0.06% +463 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 reported; 2026Q1: not reported; 2026Q2: 611 shares 611 $264K 0.06% new Timeline SPHQ 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,850 shares 2,850 $257K 0.06% new Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 211 shares 211 $253K 0.06% new Timeline EWY 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 reported; 2026Q1: not reported; 2026Q2: 1,233 shares 1,233 $249K 0.06% new Timeline BBSI BARRETT BUSINESS SVCS INC More: the full row for BARRETT BUSINESS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,624 shares; 2024Q4: 6,900 shares; 2025Q1: 6,900 shares; 2025Q2: 6,900 shares; 2025Q3: 6,900 shares; 2025Q4: 6,900 shares; 2026Q1: 6,900 shares; 2026Q2: 6,900 shares 6,900 $245K 0.06% 0 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: 8,094 shares; 2024Q4: 7,785 shares; 2025Q1: 5,352 shares; 2025Q2: not reported; 2025Q3: 4,860 shares; 2025Q4: 4,288 shares; 2026Q1: 4,288 shares; 2026Q2: 4,033 shares 4,033 $241K 0.06% -255 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,016 shares; 2026Q2: 1,016 shares 1,016 $240K 0.06% 0 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares; 2026Q2: 1,700 shares 1,700 $238K 0.06% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 234 shares 234 $226K 0.05% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,870 shares; 2026Q2: 1,872 shares 1,872 $220K 0.05% +2 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,047 shares 1,047 $219K 0.05% new Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,145 shares 4,145 $219K 0.05% new Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,732 shares; 2024Q4: 35,965 shares; 2025Q1: 23,610 shares; 2025Q2: 18,978 shares; 2025Q3: 18,978 shares; 2025Q4: 12,208 shares; 2026Q1: 12,208 shares; 2026Q2: 12,208 shares 12,208 $218K 0.05% 0 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 reported; 2026Q1: not reported; 2026Q2: 503 shares 503 $218K 0.05% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,000 shares; 2026Q1: not reported; 2026Q2: 5,000 shares 5,000 $216K 0.05% new Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 445 shares 445 $215K 0.05% new 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 reported; 2026Q1: not reported; 2026Q2: 732 shares 732 $206K 0.05% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 589 shares 589 $202K 0.05% new Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III 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: 10,320 shares; 2026Q1: 10,320 shares; 2026Q2: 10,320 shares 10,320 $199K 0.05% 0 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM 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: 20,440 shares; 2026Q1: 19,076 shares; 2026Q2: 15,689 shares 15,689 $177K 0.04% -3,387 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 11,104 shares; 2026Q1: 11,257 shares; 2026Q2: 10,956 shares 10,956 $146K 0.03% -301 Timeline