SPTS 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: 270,069 shares; 2024Q4: 507,909 shares; 2025Q1: 686,526 shares; 2025Q2: 845,077 shares; 2025Q3: 1,142,511 shares; 2025Q4: 1,513,995 shares; 2026Q1: 1,734,575 shares; 2026Q2: 1,838,753 shares 1,838,753 $53.3M 9.86% +104,178 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 378,462 shares; 2024Q4: 463,812 shares; 2025Q1: 478,563 shares; 2025Q2: 498,427 shares; 2025Q3: 510,449 shares; 2025Q4: 507,307 shares; 2026Q1: 519,681 shares; 2026Q2: 541,427 shares 541,427 $41M 7.58% +21,746 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: 20,761 shares; 2024Q4: 29,872 shares; 2025Q1: 31,348 shares; 2025Q2: 34,958 shares; 2025Q3: 37,633 shares; 2025Q4: 38,735 shares; 2026Q1: 41,967 shares; 2026Q2: 47,303 shares 47,303 $35.4M 6.55% +5,336 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: 156,262 shares; 2024Q4: 191,079 shares; 2025Q1: 193,661 shares; 2025Q2: 206,019 shares; 2025Q3: 211,348 shares; 2025Q4: 211,441 shares; 2026Q1: 217,792 shares; 2026Q2: 224,086 shares 224,086 $35.4M 6.54% +6,294 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: 43,591 shares; 2024Q4: 55,428 shares; 2025Q1: 56,557 shares; 2025Q2: 60,266 shares; 2025Q3: 62,884 shares; 2025Q4: 64,763 shares; 2026Q1: 62,665 shares; 2026Q2: 397,557 shares 397,557 $34.2M 6.33% +334,892 Timeline SCHG 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: 115,030 shares; 2024Q4: 559,824 shares; 2025Q1: 584,248 shares; 2025Q2: 645,078 shares; 2025Q3: 681,288 shares; 2025Q4: 705,499 shares; 2026Q1: 734,740 shares; 2026Q2: 780,001 shares 780,001 $26.4M 4.88% +45,261 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: 191,095 shares; 2024Q4: 710,433 shares; 2025Q1: 713,093 shares; 2025Q2: 732,891 shares; 2025Q3: 698,976 shares; 2025Q4: 697,212 shares; 2026Q1: 782,084 shares; 2026Q2: 822,011 shares 822,011 $26.1M 4.82% +39,927 Timeline VCSH 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,200 shares; 2025Q4: 125,409 shares; 2026Q1: 275,973 shares; 2026Q2: 308,979 shares 308,979 $24.4M 4.51% +33,006 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: 218,390 shares; 2024Q4: 285,370 shares; 2025Q1: 311,396 shares; 2025Q2: 342,658 shares; 2025Q3: 359,049 shares; 2025Q4: 370,184 shares; 2026Q1: 413,183 shares; 2026Q2: 428,281 shares 428,281 $18.5M 3.41% +15,098 Timeline SLS SELLAS LIFE SCIENCES GROUP I More: the full row for SELLAS LIFE SCIENCES GROUP 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: 577,540 shares; 2026Q1: 1,028,780 shares; 2026Q2: 1,232,433 shares 1,232,433 $18.2M 3.36% +203,653 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: 44,041 shares; 2024Q4: 46,363 shares; 2025Q1: 47,097 shares; 2025Q2: 47,266 shares; 2025Q3: 47,186 shares; 2025Q4: 46,171 shares; 2026Q1: 46,592 shares; 2026Q2: 51,238 shares 51,238 $14.8M 2.74% +4,646 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: 36,205 shares; 2024Q4: 43,802 shares; 2025Q1: 46,764 shares; 2025Q2: 50,810 shares; 2025Q3: 51,929 shares; 2025Q4: 52,810 shares; 2026Q1: 55,642 shares; 2026Q2: 58,138 shares 58,138 $13.8M 2.54% +2,496 Timeline VIGI 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: 74,467 shares; 2024Q4: 101,739 shares; 2025Q1: 103,028 shares; 2025Q2: 114,185 shares; 2025Q3: 119,984 shares; 2025Q4: 124,103 shares; 2026Q1: 139,728 shares; 2026Q2: 125,877 shares 125,877 $11.8M 2.17% -13,851 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: 6,667 shares; 2024Q4: 7,706 shares; 2025Q1: 8,515 shares; 2025Q2: 10,837 shares; 2025Q3: 11,171 shares; 2025Q4: 11,623 shares; 2026Q1: 11,719 shares; 2026Q2: 94,349 shares 94,349 $11.3M 2.08% +82,630 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,752 shares; 2024Q4: 20,580 shares; 2025Q1: 48,416 shares; 2025Q2: 56,380 shares; 2025Q3: 57,728 shares; 2025Q4: 65,761 shares; 2026Q1: 79,223 shares; 2026Q2: 84,081 shares 84,081 $10M 1.85% +4,858 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: 21,053 shares; 2024Q4: 22,350 shares; 2025Q1: 22,357 shares; 2025Q2: 23,294 shares; 2025Q3: 22,831 shares; 2025Q4: 23,047 shares; 2026Q1: 23,321 shares; 2026Q2: 23,169 shares 23,169 $8.28M 1.53% -152 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: 12,629 shares; 2024Q4: 12,901 shares; 2025Q1: 12,908 shares; 2025Q2: 12,938 shares; 2025Q3: 12,813 shares; 2025Q4: 12,592 shares; 2026Q1: 13,090 shares; 2026Q2: 15,992 shares 15,992 $8M 1.48% +2,902 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: 43,283 shares; 2025Q1: 64,357 shares; 2025Q2: 80,985 shares; 2025Q3: 89,673 shares; 2025Q4: 117,747 shares; 2026Q1: 128,106 shares; 2026Q2: 180,123 shares 180,123 $7.8M 1.44% +52,017 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,011 shares; 2024Q4: 6,362 shares; 2025Q1: 6,135 shares; 2025Q2: 6,053 shares; 2025Q3: 6,015 shares; 2025Q4: 5,948 shares; 2026Q1: 5,902 shares; 2026Q2: 6,030 shares 6,030 $5.9M 1.09% +128 Timeline CATH 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: 76,400 shares; 2024Q4: 73,300 shares; 2025Q1: 73,725 shares; 2025Q2: 71,295 shares; 2025Q3: 71,295 shares; 2025Q4: 71,295 shares; 2026Q1: 65,000 shares; 2026Q2: 65,000 shares 65,000 $5.75M 1.06% 0 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: 11,466 shares; 2024Q4: 12,645 shares; 2025Q1: 12,852 shares; 2025Q2: 12,999 shares; 2025Q3: 13,002 shares; 2025Q4: 12,958 shares; 2026Q1: 13,388 shares; 2026Q2: 15,361 shares 15,361 $5.73M 1.06% +1,973 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: 11,853 shares; 2024Q4: 13,127 shares; 2025Q1: 14,121 shares; 2025Q2: 13,950 shares; 2025Q3: 13,936 shares; 2025Q4: 13,857 shares; 2026Q1: 14,004 shares; 2026Q2: 16,496 shares 16,496 $5.4M 1% +2,492 Timeline SPTM 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: 49,494 shares; 2024Q4: 62,752 shares; 2025Q1: 66,775 shares; 2025Q2: 60,206 shares; 2025Q3: 60,883 shares; 2025Q4: 57,477 shares; 2026Q1: 49,549 shares; 2026Q2: 51,634 shares 51,634 $4.69M 0.87% +2,085 Timeline GJUL 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: 218,888 shares; 2025Q1: 216,410 shares; 2025Q2: 206,708 shares; 2025Q3: 183,390 shares; 2025Q4: 178,887 shares; 2026Q1: 157,406 shares; 2026Q2: 106,109 shares 106,109 $4.61M 0.85% -51,297 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: 6,027 shares; 2024Q4: 6,866 shares; 2025Q1: 7,096 shares; 2025Q2: 7,096 shares; 2025Q3: 7,276 shares; 2025Q4: 7,210 shares; 2026Q1: 7,177 shares; 2026Q2: 12,885 shares 12,885 $4.55M 0.84% +5,708 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: 8,170 shares; 2024Q4: 9,170 shares; 2025Q1: 8,798 shares; 2025Q2: 8,675 shares; 2025Q3: 8,675 shares; 2025Q4: 8,675 shares; 2026Q1: 9,047 shares; 2026Q2: 9,140 shares 9,140 $3.89M 0.72% +93 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: 49,207 shares; 2024Q4: 70,434 shares; 2025Q1: not reported; 2025Q2: 79,958 shares; 2025Q3: 76,715 shares; 2025Q4: 76,047 shares; 2026Q1: 81,960 shares; 2026Q2: 41,102 shares 41,102 $3.86M 0.71% -40,858 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: 10,670 shares; 2024Q4: 10,748 shares; 2025Q1: 10,438 shares; 2025Q2: 9,975 shares; 2025Q3: 9,760 shares; 2025Q4: 9,548 shares; 2026Q1: 9,500 shares; 2026Q2: 9,505 shares 9,505 $3.78M 0.7% +5 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: 150 shares; 2024Q4: 9,815 shares; 2025Q1: 9,878 shares; 2025Q2: 9,860 shares; 2025Q3: 9,860 shares; 2025Q4: 9,994 shares; 2026Q1: 9,994 shares; 2026Q2: 9,994 shares 9,994 $3.7M 0.68% 0 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: 9,894 shares; 2024Q4: 6,316 shares; 2025Q1: 12,753 shares; 2025Q2: 15,301 shares; 2025Q3: 14,661 shares; 2025Q4: 13,868 shares; 2026Q1: 16,600 shares; 2026Q2: 18,258 shares 18,258 $3.65M 0.68% +1,658 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: 352 shares; 2024Q4: not reported; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 6,510 shares; 2026Q2: 47,034 shares 47,034 $3.35M 0.62% +40,524 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: 881 shares; 2024Q4: 1,253 shares; 2025Q1: not reported; 2025Q2: 2,229 shares; 2025Q3: 2,571 shares; 2025Q4: 3,527 shares; 2026Q1: 4,112 shares; 2026Q2: 4,402 shares 4,402 $3.24M 0.6% +290 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: 4,222 shares; 2024Q4: 5,774 shares; 2025Q1: 6,739 shares; 2025Q2: 7,059 shares; 2025Q3: 6,781 shares; 2025Q4: 6,842 shares; 2026Q1: 8,013 shares; 2026Q2: 12,863 shares 12,863 $3.07M 0.57% +4,850 Timeline VCR 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: 7,521 shares; 2024Q4: 7,507 shares; 2025Q1: 7,545 shares; 2025Q2: 7,372 shares; 2025Q3: 7,344 shares; 2025Q4: 7,344 shares; 2026Q1: 6,852 shares; 2026Q2: 6,687 shares 6,687 $2.65M 0.49% -165 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,864 shares; 2024Q4: 27,592 shares; 2025Q1: 26,596 shares; 2025Q2: 26,114 shares; 2025Q3: 25,904 shares; 2025Q4: 24,962 shares; 2026Q1: 24,033 shares; 2026Q2: 23,862 shares 23,862 $2.63M 0.49% -171 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: 22,231 shares; 2024Q4: 23,341 shares; 2025Q1: 21,874 shares; 2025Q2: 21,255 shares; 2025Q3: 20,358 shares; 2025Q4: 20,089 shares; 2026Q1: 20,084 shares; 2026Q2: 20,095 shares 20,095 $2.58M 0.48% +11 Timeline RDVY 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: 11,699 shares; 2024Q4: 18,687 shares; 2025Q1: 18,467 shares; 2025Q2: 20,127 shares; 2025Q3: 22,477 shares; 2025Q4: 23,178 shares; 2026Q1: 28,609 shares; 2026Q2: 30,680 shares 30,680 $2.49M 0.46% +2,071 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: 11,156 shares; 2024Q4: 10,562 shares; 2025Q1: 9,491 shares; 2025Q2: 9,084 shares; 2025Q3: 8,612 shares; 2025Q4: 8,011 shares; 2026Q1: 7,861 shares; 2026Q2: 8,061 shares 8,061 $2.42M 0.45% +200 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: 8,010 shares; 2024Q4: 8,578 shares; 2025Q1: 8,388 shares; 2025Q2: 8,395 shares; 2025Q3: 8,402 shares; 2025Q4: 8,407 shares; 2026Q1: 8,372 shares; 2026Q2: 9,479 shares 9,479 $2.39M 0.44% +1,107 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: 20,646 shares; 2025Q1: 19,964 shares; 2025Q2: 19,581 shares; 2025Q3: 19,275 shares; 2025Q4: 18,592 shares; 2026Q1: 18,112 shares; 2026Q2: 16,106 shares 16,106 $2.36M 0.44% -2,006 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: 6,623 shares; 2024Q4: 6,593 shares; 2025Q1: 6,462 shares; 2025Q2: 6,452 shares; 2025Q3: 6,453 shares; 2025Q4: 6,313 shares; 2026Q1: 6,140 shares; 2026Q2: 6,491 shares 6,491 $2.23M 0.41% +351 Timeline CRUX 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: not reported; 2026Q1: not reported; 2026Q2: 74,241 shares 74,241 $2.23M 0.41% new 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: 6,394 shares; 2024Q4: 6,546 shares; 2025Q1: not reported; 2025Q2: 6,549 shares; 2025Q3: 6,552 shares; 2025Q4: 6,529 shares; 2026Q1: 6,531 shares; 2026Q2: 6,229 shares 6,229 $2.06M 0.38% -302 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,959 shares; 2024Q4: 5,939 shares; 2025Q1: 5,777 shares; 2025Q2: 5,778 shares; 2025Q3: 5,417 shares; 2025Q4: 5,415 shares; 2026Q1: 5,547 shares; 2026Q2: 5,468 shares 5,468 $1.88M 0.35% -79 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,754 shares; 2026Q2: 35,368 shares 35,368 $1.78M 0.33% +3,614 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: 6,468 shares; 2024Q4: 6,039 shares; 2025Q1: 5,731 shares; 2025Q2: 5,738 shares; 2025Q3: 5,745 shares; 2025Q4: 5,732 shares; 2026Q1: 5,737 shares; 2026Q2: 6,980 shares 6,980 $1.77M 0.33% +1,243 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,247 shares; 2024Q4: 40,005 shares; 2025Q1: 36,462 shares; 2025Q2: 35,570 shares; 2025Q3: 35,578 shares; 2025Q4: 35,585 shares; 2026Q1: 35,593 shares; 2026Q2: 35,599 shares 35,599 $1.69M 0.31% +6 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: 5,539 shares; 2024Q4: 5,860 shares; 2025Q1: 5,613 shares; 2025Q2: 5,643 shares; 2025Q3: 5,672 shares; 2025Q4: 5,406 shares; 2026Q1: 4,527 shares; 2026Q2: 4,457 shares 4,457 $1.57M 0.29% -70 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,771 shares; 2024Q4: 4,056 shares; 2025Q1: 5,800 shares; 2025Q2: 5,009 shares; 2025Q3: 5,350 shares; 2025Q4: 5,883 shares; 2026Q1: 6,112 shares; 2026Q2: 6,107 shares 6,107 $1.54M 0.28% -5 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,665 shares; 2026Q1: 20,578 shares; 2026Q2: 25,759 shares 25,759 $1.54M 0.28% +5,181 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,861 shares; 2024Q4: 29,052 shares; 2025Q1: 30,115 shares; 2025Q2: 30,527 shares; 2025Q3: 27,717 shares; 2025Q4: 27,730 shares; 2026Q1: 27,740 shares; 2026Q2: 24,780 shares 24,780 $1.51M 0.28% -2,960 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,296 shares 2,296 $1.51M 0.28% new Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,545 shares; 2026Q2: 29,311 shares 29,311 $1.43M 0.26% +766 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: 5,709 shares; 2024Q4: 5,035 shares; 2025Q1: 4,787 shares; 2025Q2: 4,787 shares; 2025Q3: 4,789 shares; 2025Q4: 4,768 shares; 2026Q1: 4,661 shares; 2026Q2: 4,699 shares 4,699 $1.42M 0.26% +38 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: 542 shares; 2024Q4: 542 shares; 2025Q1: 826 shares; 2025Q2: 744 shares; 2025Q3: 832 shares; 2025Q4: 928 shares; 2026Q1: 2,008 shares; 2026Q2: 2,068 shares 2,068 $1.42M 0.26% +60 Timeline IWY 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: not reported; 2026Q2: 4,828 shares 4,828 $1.4M 0.26% new 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: 15,960 shares; 2024Q4: 16,265 shares; 2025Q1: 15,789 shares; 2025Q2: 15,794 shares; 2025Q3: 15,794 shares; 2025Q4: 15,794 shares; 2026Q1: 15,794 shares; 2026Q2: 15,794 shares 15,794 $1.39M 0.26% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,376 shares; 2024Q4: 3,461 shares; 2025Q1: 3,350 shares; 2025Q2: 3,070 shares; 2025Q3: 3,070 shares; 2025Q4: 3,055 shares; 2026Q1: 2,951 shares; 2026Q2: 2,636 shares 2,636 $1.32M 0.24% -315 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 840 shares; 2024Q4: 840 shares; 2025Q1: 844 shares; 2025Q2: 12,663 shares; 2025Q3: 12,663 shares; 2025Q4: 12,663 shares; 2026Q1: 12,663 shares; 2026Q2: 12,663 shares 12,663 $1.17M 0.22% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,500 shares; 2024Q4: 4,660 shares; 2025Q1: 4,538 shares; 2025Q2: 4,328 shares; 2025Q3: 4,278 shares; 2025Q4: 4,279 shares; 2026Q1: 4,280 shares; 2026Q2: 3,582 shares 3,582 $1.13M 0.21% -698 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: 7,942 shares; 2024Q4: 9,262 shares; 2025Q1: 9,394 shares; 2025Q2: 9,397 shares; 2025Q3: 9,399 shares; 2025Q4: 9,401 shares; 2026Q1: 9,403 shares; 2026Q2: 9,054 shares 9,054 $1.06M 0.2% -349 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY 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 reported; 2026Q1: not reported; 2026Q2: 10,825 shares 10,825 $907K 0.17% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,366 shares; 2025Q3: 2,370 shares; 2025Q4: 4,746 shares; 2026Q1: 4,751 shares; 2026Q2: 4,757 shares 4,757 $906K 0.17% +6 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,413 shares; 2025Q2: 1,424 shares; 2025Q3: 1,424 shares; 2025Q4: 1,424 shares; 2026Q1: 2,020 shares; 2026Q2: 2,229 shares 2,229 $842K 0.16% +209 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: 7,465 shares; 2024Q4: 11,060 shares; 2025Q1: 10,485 shares; 2025Q2: 10,487 shares; 2025Q3: 10,488 shares; 2025Q4: 10,488 shares; 2026Q1: 10,313 shares; 2026Q2: 10,313 shares 10,313 $795K 0.15% 0 Timeline CEFA 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: 5,825 shares; 2025Q3: 6,465 shares; 2025Q4: 6,465 shares; 2026Q1: 19,900 shares; 2026Q2: 19,900 shares 19,900 $790K 0.15% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN 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: 4,290 shares 4,290 $733K 0.14% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,703 shares; 2024Q4: 9,510 shares; 2025Q1: 8,321 shares; 2025Q2: 5,444 shares; 2025Q3: 5,305 shares; 2025Q4: 5,305 shares; 2026Q1: 5,305 shares; 2026Q2: 5,320 shares 5,320 $720K 0.13% +15 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,040 shares; 2024Q4: 49,840 shares; 2025Q1: 59,548 shares; 2025Q2: 36,728 shares; 2025Q3: 36,728 shares; 2025Q4: 36,684 shares; 2026Q1: 37,584 shares; 2026Q2: 36,668 shares 36,668 $692K 0.13% -916 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: 10,605 shares; 2024Q4: 10,605 shares; 2025Q1: 10,605 shares; 2025Q2: 10,605 shares; 2025Q3: 10,605 shares; 2025Q4: 11,580 shares; 2026Q1: 11,830 shares; 2026Q2: 12,657 shares 12,657 $677K 0.13% +827 Timeline SCHX 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: 1,500 shares; 2024Q4: not reported; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: 22,236 shares; 2026Q2: 22,236 shares 22,236 $654K 0.12% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,472 shares; 2024Q4: 1,472 shares; 2025Q1: 1,507 shares; 2025Q2: 1,507 shares; 2025Q3: 1,507 shares; 2025Q4: 1,507 shares; 2026Q1: 1,507 shares; 2026Q2: 5,195 shares 5,195 $645K 0.12% +3,688 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,795 shares; 2024Q4: 1,913 shares; 2025Q1: 1,695 shares; 2025Q2: 1,695 shares; 2025Q3: 1,695 shares; 2025Q4: 1,695 shares; 2026Q1: 1,695 shares; 2026Q2: 1,813 shares 1,813 $618K 0.11% +118 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: 2,274 shares; 2024Q4: 2,567 shares; 2025Q1: 2,342 shares; 2025Q2: 2,244 shares; 2025Q3: 2,161 shares; 2025Q4: 2,163 shares; 2026Q1: 2,164 shares; 2026Q2: 2,267 shares 2,267 $616K 0.11% +103 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: 629 shares; 2024Q4: 935 shares; 2025Q1: 1,322 shares; 2025Q2: 1,338 shares; 2025Q3: 1,263 shares; 2025Q4: 1,253 shares; 2026Q1: 1,326 shares; 2026Q2: 1,093 shares 1,093 $616K 0.11% -233 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: 235 shares; 2024Q4: not reported; 2025Q1: 1,396 shares; 2025Q2: 1,444 shares; 2025Q3: 1,104 shares; 2025Q4: 1,139 shares; 2026Q1: 1,379 shares; 2026Q2: 1,442 shares 1,442 $606K 0.11% +63 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 338 shares; 2025Q4: 338 shares; 2026Q1: 786 shares; 2026Q2: 1,042 shares 1,042 $606K 0.11% +256 Timeline VFH 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: 3,894 shares; 2024Q4: 5,950 shares; 2025Q1: 5,950 shares; 2025Q2: 5,713 shares; 2025Q3: 5,716 shares; 2025Q4: 5,220 shares; 2026Q1: 4,682 shares; 2026Q2: 4,253 shares 4,253 $560K 0.1% -429 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,815 shares; 2026Q2: 2,974 shares 2,974 $559K 0.1% +159 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: 9,095 shares; 2024Q4: 9,671 shares; 2025Q1: 9,702 shares; 2025Q2: 9,714 shares; 2025Q3: 9,727 shares; 2025Q4: 8,464 shares; 2026Q1: 8,464 shares; 2026Q2: 6,849 shares 6,849 $557K 0.1% -1,615 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,160 shares; 2024Q4: 4,026 shares; 2025Q1: 4,030 shares; 2025Q2: 4,035 shares; 2025Q3: 4,039 shares; 2025Q4: 4,044 shares; 2026Q1: 4,047 shares; 2026Q2: 4,051 shares 4,051 $554K 0.1% +4 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,625 shares; 2024Q4: 8,015 shares; 2025Q1: 7,940 shares; 2025Q2: 8,364 shares; 2025Q3: 8,368 shares; 2025Q4: 7,494 shares; 2026Q1: 7,047 shares; 2026Q2: 6,073 shares 6,073 $551K 0.1% -974 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: 232 shares; 2024Q4: 527 shares; 2025Q1: 462 shares; 2025Q2: 462 shares; 2025Q3: 462 shares; 2025Q4: 462 shares; 2026Q1: 647 shares; 2026Q2: 727 shares 727 $543K 0.1% +80 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: 2,018 shares; 2024Q4: not reported; 2025Q1: 2,122 shares; 2025Q2: 2,125 shares; 2025Q3: 2,128 shares; 2025Q4: 2,130 shares; 2026Q1: 2,134 shares; 2026Q2: 9,330 shares 9,330 $532K 0.1% +7,196 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000 $531K 0.1% new Timeline VHT 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: 2,731 shares; 2024Q4: 2,556 shares; 2025Q1: 2,361 shares; 2025Q2: 2,148 shares; 2025Q3: 2,150 shares; 2025Q4: 2,077 shares; 2026Q1: 2,078 shares; 2026Q2: 1,747 shares 1,747 $522K 0.1% -331 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,360 shares; 2025Q2: 1,360 shares; 2025Q3: 1,360 shares; 2025Q4: 1,389 shares; 2026Q1: 2,347 shares; 2026Q2: 4,497 shares 4,497 $509K 0.09% +2,150 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 5,375 shares; 2025Q1: 5,375 shares; 2025Q2: 5,375 shares; 2025Q3: 5,375 shares; 2025Q4: 5,402 shares; 2026Q1: 5,375 shares; 2026Q2: 5,378 shares 5,378 $496K 0.09% +3 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: 2,416 shares; 2024Q4: 4,232 shares; 2025Q1: 4,163 shares; 2025Q2: 3,980 shares; 2025Q3: 3,639 shares; 2025Q4: 3,390 shares; 2026Q1: 3,241 shares; 2026Q2: 3,241 shares 3,241 $481K 0.09% 0 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: 545 shares; 2024Q4: 471 shares; 2025Q1: 511 shares; 2025Q2: 572 shares; 2025Q3: 542 shares; 2025Q4: 535 shares; 2026Q1: 535 shares; 2026Q2: 505 shares 505 $472K 0.09% -30 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: 4,795 shares; 2025Q3: 4,795 shares; 2025Q4: 4,885 shares; 2026Q1: 4,885 shares; 2026Q2: 4,947 shares 4,947 $472K 0.09% +62 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,896 shares; 2024Q4: 3,187 shares; 2025Q1: 3,188 shares; 2025Q2: 2,866 shares; 2025Q3: 2,866 shares; 2025Q4: 2,866 shares; 2026Q1: 2,866 shares; 2026Q2: 2,866 shares 2,866 $472K 0.09% 0 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,976 shares; 2025Q1: 4,976 shares; 2025Q2: 5,015 shares; 2025Q3: 5,053 shares; 2025Q4: 5,091 shares; 2026Q1: 5,126 shares; 2026Q2: 5,157 shares 5,157 $433K 0.08% +31 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS 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: 3,142 shares 3,142 $432K 0.08% new Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,856 shares; 2024Q4: 3,856 shares; 2025Q1: 3,856 shares; 2025Q2: 3,450 shares; 2025Q3: 3,450 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares; 2026Q2: 3,340 shares 3,340 $426K 0.08% +140 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: 4,925 shares; 2025Q1: 4,925 shares; 2025Q2: 4,925 shares; 2025Q3: 4,925 shares; 2025Q4: 4,925 shares; 2026Q1: 4,925 shares; 2026Q2: 4,925 shares 4,925 $372K 0.07% 0 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: 761 shares; 2024Q4: 779 shares; 2025Q1: 786 shares; 2025Q2: 1,011 shares; 2025Q3: 1,012 shares; 2025Q4: 913 shares; 2026Q1: 914 shares; 2026Q2: 1,133 shares 1,133 $357K 0.07% +219 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: not reported; 2024Q4: not reported; 2025Q1: 180 shares; 2025Q2: 180 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares; 2026Q2: 1,256 shares 1,256 $340K 0.06% +1,076 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,918 shares; 2024Q4: not reported; 2025Q1: 5,808 shares; 2025Q2: 4,263 shares; 2025Q3: 4,485 shares; 2025Q4: 4,281 shares; 2026Q1: 3,589 shares; 2026Q2: 3,863 shares 3,863 $339K 0.06% +274 Timeline IWX 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: not reported; 2026Q2: 3,192 shares 3,192 $336K 0.06% new Timeline GOVT 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: 24,947 shares; 2026Q2: 14,365 shares 14,365 $327K 0.06% -10,582 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,081 shares 1,081 $317K 0.06% new Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: 3,300 shares; 2025Q3: 2,950 shares; 2025Q4: 2,950 shares; 2026Q1: 2,950 shares; 2026Q2: 2,950 shares 2,950 $286K 0.05% 0 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: 1,580 shares; 2024Q4: 1,580 shares; 2025Q1: 1,580 shares; 2025Q2: 805 shares; 2025Q3: 805 shares; 2025Q4: 972 shares; 2026Q1: 937 shares; 2026Q2: 770 shares 770 $284K 0.05% -167 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,916 shares; 2024Q4: 2,991 shares; 2025Q1: 2,991 shares; 2025Q2: 2,991 shares; 2025Q3: 2,991 shares; 2025Q4: 2,991 shares; 2026Q1: 2,886 shares; 2026Q2: 2,886 shares 2,886 $278K 0.05% 0 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 reported; 2026Q1: not reported; 2026Q2: 2,591 shares 2,591 $258K 0.05% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,650 shares; 2025Q2: 1,650 shares; 2025Q3: 1,650 shares; 2025Q4: 1,668 shares; 2026Q1: 1,650 shares; 2026Q2: 1,650 shares 1,650 $250K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $249K 0.05% 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: 1,327 shares; 2024Q4: not reported; 2025Q1: 1,327 shares; 2025Q2: 1,327 shares; 2025Q3: 1,327 shares; 2025Q4: 1,327 shares; 2026Q1: 1,327 shares; 2026Q2: 1,327 shares 1,327 $246K 0.05% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,535 shares; 2024Q4: 3,535 shares; 2025Q1: 2,678 shares; 2025Q2: 2,453 shares; 2025Q3: 2,453 shares; 2025Q4: 2,400 shares; 2026Q1: 2,175 shares; 2026Q2: 4,350 shares 4,350 $244K 0.05% +2,175 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: 480 shares; 2024Q4: not reported; 2025Q1: 662 shares; 2025Q2: 662 shares; 2025Q3: 662 shares; 2025Q4: 662 shares; 2026Q1: 662 shares; 2026Q2: 662 shares 662 $240K 0.04% 0 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: 102 shares; 2026Q2: 204 shares 204 $240K 0.04% +102 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: 702 shares; 2024Q4: not reported; 2025Q1: 702 shares; 2025Q2: 702 shares; 2025Q3: 702 shares; 2025Q4: 702 shares; 2026Q1: 702 shares; 2026Q2: 702 shares 702 $235K 0.04% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,290 shares; 2024Q4: 2,336 shares; 2025Q1: 2,267 shares; 2025Q2: 2,121 shares; 2025Q3: 2,121 shares; 2025Q4: 2,142 shares; 2026Q1: 2,047 shares; 2026Q2: 1,210 shares 1,210 $230K 0.04% -837 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS 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: 10 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,900 shares 2,900 $224K 0.04% new Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 621 shares; 2024Q4: not reported; 2025Q1: 813 shares; 2025Q2: 817 shares; 2025Q3: 821 shares; 2025Q4: 824 shares; 2026Q1: 827 shares; 2026Q2: 830 shares 830 $223K 0.04% +3 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 720 shares; 2025Q4: 720 shares; 2026Q1: 925 shares; 2026Q2: 1,001 shares 1,001 $213K 0.04% +76 Timeline