NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208,414 shares; 2024Q4: 198,665 shares; 2025Q1: 193,334 shares; 2025Q2: 187,564 shares; 2025Q3: 183,329 shares; 2025Q4: 180,122 shares; 2026Q1: 174,847 shares; 2026Q2: 170,889 shares 170,889 $34.2M 13.55% -3,958 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: 10,120 shares; 2024Q4: 9,515 shares; 2025Q1: 9,705 shares; 2025Q2: 9,493 shares; 2025Q3: 10,228 shares; 2025Q4: 10,376 shares; 2026Q1: 11,439 shares; 2026Q2: 13,886 shares 13,886 $16M 6.35% +2,447 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: 39,702 shares; 2024Q4: 39,072 shares; 2025Q1: 38,332 shares; 2025Q2: 35,867 shares; 2025Q3: 35,657 shares; 2025Q4: 35,612 shares; 2026Q1: 35,378 shares; 2026Q2: 35,140 shares 35,140 $12.6M 4.98% -238 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: 81,900 shares; 2025Q3: 105,170 shares; 2025Q4: 107,082 shares; 2026Q1: 115,558 shares; 2026Q2: 120,484 shares 120,484 $12.2M 4.85% +4,926 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: 41,706 shares; 2024Q4: 40,810 shares; 2025Q1: 39,706 shares; 2025Q2: 35,748 shares; 2025Q3: 34,732 shares; 2025Q4: 34,876 shares; 2026Q1: 33,729 shares; 2026Q2: 33,702 shares 33,702 $9.75M 3.86% -27 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: 18,940 shares; 2024Q4: 22,025 shares; 2025Q1: 19,445 shares; 2025Q2: 19,259 shares; 2025Q3: 20,318 shares; 2025Q4: 22,209 shares; 2026Q1: 21,542 shares; 2026Q2: 21,421 shares 21,421 $8.09M 3.21% -121 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: 34,024 shares; 2024Q4: 34,824 shares; 2025Q1: 34,638 shares; 2025Q2: 33,558 shares; 2025Q3: 32,571 shares; 2025Q4: 33,463 shares; 2026Q1: 33,483 shares; 2026Q2: 33,799 shares 33,799 $8.06M 3.19% +316 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: 6,358 shares; 2024Q4: 8,398 shares; 2025Q1: 7,822 shares; 2025Q2: 7,104 shares; 2025Q3: 7,672 shares; 2025Q4: 9,025 shares; 2026Q1: 9,569 shares; 2026Q2: 9,632 shares 9,632 $7.35M 2.91% +63 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: 18,478 shares; 2024Q4: 18,343 shares; 2025Q1: 17,993 shares; 2025Q2: 17,729 shares; 2025Q3: 17,841 shares; 2025Q4: 18,536 shares; 2026Q1: 17,906 shares; 2026Q2: 16,925 shares 16,925 $6.31M 2.5% -981 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: 14,693 shares; 2024Q4: 14,868 shares; 2025Q1: 14,708 shares; 2025Q2: 14,318 shares; 2025Q3: 14,513 shares; 2025Q4: 14,875 shares; 2026Q1: 14,642 shares; 2026Q2: 14,713 shares 14,713 $5.2M 2.06% +71 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,132 shares; 2024Q4: 72,878 shares; 2025Q1: 74,397 shares; 2025Q2: 75,887 shares; 2025Q3: 77,719 shares; 2025Q4: 79,647 shares; 2026Q1: 78,065 shares; 2026Q2: 80,936 shares 80,936 $4.13M 1.64% +2,871 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: 21,589 shares; 2025Q1: 19,895 shares; 2025Q2: 20,065 shares; 2025Q3: 20,770 shares; 2025Q4: 22,574 shares; 2026Q1: 22,627 shares; 2026Q2: 23,249 shares 23,249 $3.95M 1.57% +622 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,650 shares; 2025Q1: 4,975 shares; 2025Q2: 5,703 shares; 2025Q3: 6,347 shares; 2025Q4: 7,563 shares; 2026Q1: 9,773 shares; 2026Q2: 9,824 shares 9,824 $3.58M 1.42% +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: 10,071 shares; 2024Q4: 10,200 shares; 2025Q1: 8,824 shares; 2025Q2: 8,594 shares; 2025Q3: 8,478 shares; 2025Q4: 8,021 shares; 2026Q1: 7,753 shares; 2026Q2: 7,682 shares 7,682 $3.27M 1.3% -71 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: 3,452 shares; 2024Q4: 3,345 shares; 2025Q1: 3,285 shares; 2025Q2: 3,375 shares; 2025Q3: 3,663 shares; 2025Q4: 4,405 shares; 2026Q1: 4,575 shares; 2026Q2: 4,951 shares 4,951 $3.25M 1.29% +376 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,933 shares; 2024Q4: 21,733 shares; 2025Q1: 24,833 shares; 2025Q2: 31,933 shares; 2025Q3: 42,278 shares; 2025Q4: 46,920 shares; 2026Q1: 48,067 shares; 2026Q2: 58,046 shares 58,046 $2.93M 1.16% +9,979 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: 143,072 shares; 2024Q4: 146,220 shares; 2025Q1: 143,685 shares; 2025Q2: 149,748 shares; 2025Q3: 152,451 shares; 2025Q4: 151,629 shares; 2026Q1: 150,988 shares; 2026Q2: 151,256 shares 151,256 $2.7M 1.07% +268 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: 1,546 shares; 2024Q4: 1,528 shares; 2025Q1: 1,568 shares; 2025Q2: 1,423 shares; 2025Q3: 1,168 shares; 2025Q4: 1,168 shares; 2026Q1: 1,168 shares; 2026Q2: 1,169 shares 1,169 $2.32M 0.92% +1 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,916 shares; 2024Q4: 10,407 shares; 2025Q1: 10,295 shares; 2025Q2: 10,927 shares; 2025Q3: 10,860 shares; 2025Q4: 12,207 shares; 2026Q1: 12,337 shares; 2026Q2: 12,230 shares 12,230 $2.32M 0.92% -107 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: 1,515 shares; 2024Q4: 1,455 shares; 2025Q1: 1,445 shares; 2025Q2: 1,325 shares; 2025Q3: 1,025 shares; 2025Q4: 1,125 shares; 2026Q1: 1,159 shares; 2026Q2: 1,932 shares 1,932 $2.32M 0.92% +773 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: 1,156 shares; 2025Q1: 1,241 shares; 2025Q2: 1,261 shares; 2025Q3: 1,441 shares; 2025Q4: 1,856 shares; 2026Q1: 1,806 shares; 2026Q2: 1,917 shares 1,917 $2.25M 0.89% +111 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,120 shares; 2024Q4: 16,106 shares; 2025Q1: 16,884 shares; 2025Q2: 16,207 shares; 2025Q3: 15,653 shares; 2025Q4: 14,045 shares; 2026Q1: 13,945 shares; 2026Q2: 13,570 shares 13,570 $2.12M 0.84% -375 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: 19,563 shares; 2024Q4: 18,860 shares; 2025Q1: 18,801 shares; 2025Q2: 17,732 shares; 2025Q3: 17,732 shares; 2025Q4: 17,551 shares; 2026Q1: 25,559 shares; 2026Q2: 25,523 shares 25,523 $2.11M 0.84% -36 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,528 shares; 2025Q3: 3,603 shares; 2025Q4: 3,719 shares; 2026Q1: 4,413 shares; 2026Q2: 4,059 shares 4,059 $2.09M 0.83% -354 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: 30,699 shares; 2024Q4: 30,518 shares; 2025Q1: 30,559 shares; 2025Q2: 28,631 shares; 2025Q3: 29,390 shares; 2025Q4: 28,277 shares; 2026Q1: 28,229 shares; 2026Q2: 27,076 shares 27,076 $2.09M 0.83% -1,153 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: 2,390 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,465 shares; 2026Q2: 6,951 shares 6,951 $2.07M 0.82% +1,486 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: 4,390 shares; 2024Q4: 4,880 shares; 2025Q1: 4,880 shares; 2025Q2: 4,670 shares; 2025Q3: 4,657 shares; 2025Q4: 4,670 shares; 2026Q1: 5,845 shares; 2026Q2: 6,181 shares 6,181 $2.02M 0.8% +336 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: 12,576 shares; 2024Q4: 10,579 shares; 2025Q1: not reported; 2025Q2: 3,092 shares; 2025Q3: 4,269 shares; 2025Q4: 4,054 shares; 2026Q1: 3,089 shares; 2026Q2: 3,454 shares 3,454 $2.01M 0.8% +365 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,214 shares; 2024Q4: 4,205 shares; 2025Q1: 4,145 shares; 2025Q2: 4,045 shares; 2025Q3: 4,045 shares; 2025Q4: 4,045 shares; 2026Q1: 4,030 shares; 2026Q2: 4,071 shares 4,071 $2M 0.79% +41 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: 3,598 shares; 2024Q4: 7,186 shares; 2025Q1: 6,766 shares; 2025Q2: 6,191 shares; 2025Q3: 8,346 shares; 2025Q4: 8,151 shares; 2026Q1: 5,631 shares; 2026Q2: 5,691 shares 5,691 $1.94M 0.77% +60 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: 2,622 shares; 2024Q4: 2,661 shares; 2025Q1: 2,637 shares; 2025Q2: 2,624 shares; 2025Q3: 2,631 shares; 2025Q4: 2,625 shares; 2026Q1: 2,600 shares; 2026Q2: 2,594 shares 2,594 $1.94M 0.77% -6 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: 11,566 shares; 2024Q4: 11,486 shares; 2025Q1: 11,266 shares; 2025Q2: 11,164 shares; 2025Q3: 10,638 shares; 2025Q4: 10,374 shares; 2026Q1: 10,164 shares; 2026Q2: 10,046 shares 10,046 $1.89M 0.75% -118 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: 14,911 shares; 2024Q4: 14,926 shares; 2025Q1: 14,546 shares; 2025Q2: 13,350 shares; 2025Q3: 13,828 shares; 2025Q4: 13,130 shares; 2026Q1: 12,991 shares; 2026Q2: 12,642 shares 12,642 $1.87M 0.74% -349 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: 1,149 shares; 2024Q4: 1,149 shares; 2025Q1: 1,149 shares; 2025Q2: 1,867 shares; 2025Q3: 3,625 shares; 2025Q4: 4,123 shares; 2026Q1: 4,824 shares; 2026Q2: 5,044 shares 5,044 $1.86M 0.74% +220 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: 8,191 shares 8,191 $1.65M 0.66% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,328 shares; 2024Q4: 16,050 shares; 2025Q1: 15,945 shares; 2025Q2: 15,454 shares; 2025Q3: 15,260 shares; 2025Q4: 14,898 shares; 2026Q1: 14,220 shares; 2026Q2: 14,188 shares 14,188 $1.55M 0.62% -32 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: 2,633 shares; 2024Q4: 2,758 shares; 2025Q1: 3,078 shares; 2025Q2: 2,898 shares; 2025Q3: 3,091 shares; 2025Q4: 3,182 shares; 2026Q1: 3,154 shares; 2026Q2: 3,064 shares 3,064 $1.53M 0.61% -90 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: 743 shares; 2024Q4: 7,690 shares; 2025Q1: 7,020 shares; 2025Q2: 4,070 shares; 2025Q3: 3,520 shares; 2025Q4: 3,470 shares; 2026Q1: 3,565 shares; 2026Q2: 3,533 shares 3,533 $1.53M 0.61% -32 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: 2,139 shares; 2024Q4: 2,124 shares; 2025Q1: 2,005 shares; 2025Q2: 1,937 shares; 2025Q3: 2,050 shares; 2025Q4: 2,039 shares; 2026Q1: 2,004 shares; 2026Q2: 1,999 shares 1,999 $1.47M 0.58% -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: 3,696 shares; 2024Q4: 3,666 shares; 2025Q1: 3,644 shares; 2025Q2: 3,583 shares; 2025Q3: 4,501 shares; 2025Q4: 4,501 shares; 2026Q1: 3,843 shares; 2026Q2: 3,942 shares 3,942 $1.46M 0.58% +99 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: 2,785 shares; 2024Q4: 2,785 shares; 2025Q1: 2,835 shares; 2025Q2: 2,835 shares; 2025Q3: 2,977 shares; 2025Q4: 2,977 shares; 2026Q1: 2,840 shares; 2026Q2: 2,791 shares 2,791 $1.43M 0.57% -49 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: 1,775 shares; 2026Q1: 2,775 shares; 2026Q2: 2,955 shares 2,955 $1.43M 0.57% +180 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,170 shares; 2025Q3: 1,970 shares; 2025Q4: 1,970 shares; 2026Q1: 1,970 shares; 2026Q2: 1,970 shares 1,970 $1.42M 0.56% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,640 shares; 2024Q4: 1,640 shares; 2025Q1: 1,590 shares; 2025Q2: 1,590 shares; 2025Q3: 1,440 shares; 2025Q4: 1,700 shares; 2026Q1: 1,800 shares; 2026Q2: 1,948 shares 1,948 $1.4M 0.56% +148 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,011 shares; 2024Q4: 3,800 shares; 2025Q1: 4,103 shares; 2025Q2: 5,000 shares; 2025Q3: 6,133 shares; 2025Q4: 7,050 shares; 2026Q1: 6,925 shares; 2026Q2: 6,450 shares 6,450 $1.4M 0.55% -475 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS 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 reported; 2026Q1: not reported; 2026Q2: 3,916 shares 3,916 $1.39M 0.55% new Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,728 shares; 2024Q4: 27,799 shares; 2025Q1: 27,491 shares; 2025Q2: 27,443 shares; 2025Q3: 27,203 shares; 2025Q4: 26,718 shares; 2026Q1: 26,352 shares; 2026Q2: 26,127 shares 26,127 $1.26M 0.5% -225 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,614 shares; 2024Q4: 11,475 shares; 2025Q1: 11,366 shares; 2025Q2: 11,420 shares; 2025Q3: 11,116 shares; 2025Q4: 11,004 shares; 2026Q1: 10,813 shares; 2026Q2: 10,909 shares 10,909 $1.2M 0.48% +96 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: 4,732 shares; 2024Q4: 4,832 shares; 2025Q1: 4,832 shares; 2025Q2: 4,627 shares; 2025Q3: 4,627 shares; 2025Q4: 4,775 shares; 2026Q1: 4,775 shares; 2026Q2: 4,782 shares 4,782 $1.2M 0.48% +7 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,450 shares; 2026Q2: 1,500 shares 1,500 $1.2M 0.47% +50 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,080 shares; 2024Q4: 24,675 shares; 2025Q1: 23,475 shares; 2025Q2: 23,375 shares; 2025Q3: 23,435 shares; 2025Q4: 23,761 shares; 2026Q1: 23,536 shares; 2026Q2: 23,387 shares 23,387 $1.18M 0.47% -149 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,013 shares; 2024Q4: 7,014 shares; 2025Q1: 6,801 shares; 2025Q2: 6,179 shares; 2025Q3: 5,889 shares; 2025Q4: 5,868 shares; 2026Q1: 5,852 shares; 2026Q2: 5,811 shares 5,811 $1.16M 0.46% -41 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 825 shares; 2025Q4: 1,120 shares; 2026Q1: 1,670 shares; 2026Q2: 2,179 shares 2,179 $1.04M 0.41% +509 Timeline VO 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: 828 shares; 2024Q4: 828 shares; 2025Q1: 828 shares; 2025Q2: 4,028 shares; 2025Q3: 4,271 shares; 2025Q4: 4,271 shares; 2026Q1: 3,271 shares; 2026Q2: 12,712 shares 12,712 $1.02M 0.41% +9,441 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: 446 shares 446 $1.01M 0.4% new Timeline VWO 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: 6,900 shares; 2025Q3: 7,084 shares; 2025Q4: 8,184 shares; 2026Q1: 16,884 shares; 2026Q2: 16,884 shares 16,884 $1.01M 0.4% 0 Timeline DFAI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,270 shares; 2025Q3: 36,270 shares; 2025Q4: 29,670 shares; 2026Q1: 26,170 shares; 2026Q2: 23,170 shares 23,170 $956K 0.38% -3,000 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,431 shares; 2024Q4: 20,816 shares; 2025Q1: 20,818 shares; 2025Q2: 20,820 shares; 2025Q3: 20,513 shares; 2025Q4: 19,333 shares; 2026Q1: 19,633 shares; 2026Q2: 21,239 shares 21,239 $901K 0.36% +1,606 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: 2,165 shares; 2024Q4: 2,215 shares; 2025Q1: 1,915 shares; 2025Q2: 2,143 shares; 2025Q3: 2,043 shares; 2025Q4: 2,023 shares; 2026Q1: 2,123 shares; 2026Q2: 2,043 shares 2,043 $859K 0.34% -80 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: 2,632 shares; 2024Q4: 2,632 shares; 2025Q1: 2,582 shares; 2025Q2: 2,482 shares; 2025Q3: 2,482 shares; 2025Q4: 2,482 shares; 2026Q1: 2,482 shares; 2026Q2: 2,390 shares 2,390 $843K 0.33% -92 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: 1,455 shares; 2024Q4: 1,642 shares; 2025Q1: 1,602 shares; 2025Q2: 1,643 shares; 2025Q3: 1,833 shares; 2025Q4: 4,003 shares; 2026Q1: 4,014 shares; 2026Q2: 4,294 shares 4,294 $818K 0.32% +280 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,410 shares; 2024Q4: 1,615 shares; 2025Q1: 1,665 shares; 2025Q2: 2,202 shares; 2025Q3: 2,382 shares; 2025Q4: 2,522 shares; 2026Q1: 3,584 shares; 2026Q2: 3,320 shares 3,320 $805K 0.32% -264 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY 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: 3,200 shares; 2025Q4: 3,100 shares; 2026Q1: 6,600 shares; 2026Q2: 6,200 shares 6,200 $774K 0.31% -400 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: 1,510 shares; 2025Q4: 1,510 shares; 2026Q1: 2,610 shares; 2026Q2: 2,542 shares 2,542 $770K 0.31% -68 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: 535 shares; 2025Q3: 515 shares; 2025Q4: 510 shares; 2026Q1: 510 shares; 2026Q2: 711 shares 711 $758K 0.3% +201 Timeline SMIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 22,600 shares 22,600 $742K 0.29% new Timeline VV 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: 2,121 shares; 2024Q4: 2,121 shares; 2025Q1: 2,121 shares; 2025Q2: 2,121 shares; 2025Q3: 2,121 shares; 2025Q4: 2,121 shares; 2026Q1: 2,121 shares; 2026Q2: 2,121 shares 2,121 $729K 0.29% 0 Timeline USRT 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: 11,300 shares; 2026Q1: 11,300 shares; 2026Q2: 10,800 shares 10,800 $718K 0.28% -500 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,112 shares; 2026Q1: 9,962 shares; 2026Q2: 11,662 shares 11,662 $717K 0.28% +1,700 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: 640 shares; 2024Q4: 665 shares; 2025Q1: 688 shares; 2025Q2: 768 shares; 2025Q3: 906 shares; 2025Q4: 831 shares; 2026Q1: 830 shares; 2026Q2: 762 shares 762 $713K 0.28% -68 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: 8,454 shares; 2025Q4: 8,316 shares; 2026Q1: 8,316 shares; 2026Q2: 8,108 shares 8,108 $712K 0.28% -208 Timeline SITM SITIME CORP More: the full row for SITIME 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: 780 shares; 2025Q4: 880 shares; 2026Q1: 880 shares; 2026Q2: 953 shares 953 $711K 0.28% +73 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: 3,130 shares; 2025Q4: 2,865 shares; 2026Q1: 2,415 shares; 2026Q2: 2,566 shares 2,566 $709K 0.28% +151 Timeline DDOG DATADOG INC More: the full row for DATADOG 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: 2,400 shares; 2026Q2: 2,700 shares 2,700 $703K 0.28% +300 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED 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: 7,776 shares; 2026Q1: 8,000 shares; 2026Q2: 14,809 shares 14,809 $677K 0.27% +6,809 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: 1,064 shares; 2024Q4: 1,624 shares; 2025Q1: 1,847 shares; 2025Q2: 2,862 shares; 2025Q3: 2,982 shares; 2025Q4: 2,835 shares; 2026Q1: 1,655 shares; 2026Q2: 1,195 shares 1,195 $673K 0.27% -460 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP 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: 11,858 shares; 2026Q2: 11,912 shares 11,912 $671K 0.27% +54 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: 4,785 shares; 2024Q4: 5,535 shares; 2025Q1: 5,810 shares; 2025Q2: 5,810 shares; 2025Q3: 5,585 shares; 2025Q4: 5,795 shares; 2026Q1: 5,795 shares; 2026Q2: 5,867 shares 5,867 $665K 0.26% +72 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: 3,031 shares; 2024Q4: 2,937 shares; 2025Q1: 2,902 shares; 2025Q2: 2,306 shares; 2025Q3: 2,347 shares; 2025Q4: 2,347 shares; 2026Q1: 2,247 shares; 2026Q2: 2,588 shares 2,588 $657K 0.26% +341 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: 1,801 shares; 2024Q4: 1,551 shares; 2025Q1: 1,554 shares; 2025Q2: 1,454 shares; 2025Q3: 1,761 shares; 2025Q4: 1,881 shares; 2026Q1: 1,850 shares; 2026Q2: 1,720 shares 1,720 $643K 0.25% -130 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,800 shares; 2024Q4: 14,150 shares; 2025Q1: 14,250 shares; 2025Q2: 11,750 shares; 2025Q3: 10,950 shares; 2025Q4: 11,225 shares; 2026Q1: 11,229 shares; 2026Q2: 11,248 shares 11,248 $635K 0.25% +19 Timeline FRDM EA SERIES TRUST More: the full row for EA 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: 4,985 shares; 2026Q2: 8,623 shares 8,623 $629K 0.25% +3,638 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: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 500 shares; 2025Q3: 655 shares; 2025Q4: 580 shares; 2026Q1: 550 shares; 2026Q2: 550 shares 550 $623K 0.25% 0 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: 3,300 shares; 2024Q4: 5,240 shares; 2025Q1: 5,050 shares; 2025Q2: 4,650 shares; 2025Q3: 4,650 shares; 2025Q4: 4,701 shares; 2026Q1: 4,601 shares; 2026Q2: 4,601 shares 4,601 $613K 0.24% 0 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: 25,929 shares; 2024Q4: 25,929 shares; 2025Q1: 25,929 shares; 2025Q2: 25,929 shares; 2025Q3: 25,913 shares; 2025Q4: 25,903 shares; 2026Q1: 25,833 shares; 2026Q2: 25,804 shares 25,804 $588K 0.23% -29 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: 4,420 shares; 2024Q4: 4,420 shares; 2025Q1: 4,433 shares; 2025Q2: 4,639 shares; 2025Q3: 4,639 shares; 2025Q4: 4,539 shares; 2026Q1: 4,539 shares; 2026Q2: 4,539 shares 4,539 $573K 0.23% 0 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,270 shares; 2026Q2: 2,080 shares 2,080 $563K 0.22% -190 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,504 shares; 2025Q4: 1,504 shares; 2026Q1: 1,504 shares; 2026Q2: 1,521 shares 1,521 $551K 0.22% +17 Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 1,390 shares 1,390 $548K 0.22% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 220 shares; 2026Q1: 270 shares; 2026Q2: 270 shares 270 $535K 0.21% 0 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: 1,386 shares; 2024Q4: 1,441 shares; 2025Q1: 1,461 shares; 2025Q2: 1,446 shares; 2025Q3: 1,633 shares; 2025Q4: 1,759 shares; 2026Q1: 1,657 shares; 2026Q2: 1,558 shares 1,558 $535K 0.21% -99 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM 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: 98 shares; 2026Q2: 616 shares 616 $529K 0.21% +518 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,006 shares; 2025Q1: 1,017 shares; 2025Q2: 1,017 shares; 2025Q3: 1,017 shares; 2025Q4: 1,006 shares; 2026Q1: 1,006 shares; 2026Q2: 1,006 shares 1,006 $522K 0.21% 0 Timeline BILS 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: 4,909 shares; 2025Q3: 5,209 shares; 2025Q4: 5,209 shares; 2026Q1: 5,526 shares; 2026Q2: 5,251 shares 5,251 $522K 0.21% -275 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: 2,396 shares; 2024Q4: 2,396 shares; 2025Q1: 2,396 shares; 2025Q2: 2,396 shares; 2025Q3: 2,350 shares; 2025Q4: 2,350 shares; 2026Q1: 2,350 shares; 2026Q2: 2,467 shares 2,467 $516K 0.2% +117 Timeline SYNA SYNAPTICS INC More: the full row for SYNAPTICS 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: 4,100 shares 4,100 $509K 0.2% new 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: 12,042 shares; 2025Q3: 12,507 shares; 2025Q4: 12,515 shares; 2026Q1: 10,642 shares; 2026Q2: 6,994 shares 6,994 $498K 0.2% -3,648 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: 6,089 shares; 2024Q4: 18,287 shares; 2025Q1: 16,877 shares; 2025Q2: 17,016 shares; 2025Q3: 16,167 shares; 2025Q4: 15,319 shares; 2026Q1: 15,321 shares; 2026Q2: 15,323 shares 15,323 $486K 0.19% +2 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,519 shares; 2024Q4: 2,446 shares; 2025Q1: 2,417 shares; 2025Q2: 2,417 shares; 2025Q3: 2,418 shares; 2025Q4: 2,393 shares; 2026Q1: 2,274 shares; 2026Q2: 2,209 shares 2,209 $485K 0.19% -65 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,550 shares; 2025Q3: 53,467 shares; 2025Q4: 63,135 shares; 2026Q1: 13,468 shares; 2026Q2: 17,428 shares 17,428 $460K 0.18% +3,960 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,719 shares; 2024Q4: 2,929 shares; 2025Q1: 2,859 shares; 2025Q2: 2,859 shares; 2025Q3: 2,859 shares; 2025Q4: 2,772 shares; 2026Q1: 2,722 shares; 2026Q2: 2,702 shares 2,702 $444K 0.18% -20 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: 1,083 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 683 shares; 2026Q1: 683 shares; 2026Q2: 683 shares 683 $438K 0.17% 0 Timeline PIZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,509 shares; 2026Q2: 7,796 shares 7,796 $436K 0.17% +2,287 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,233 shares; 2024Q4: 4,233 shares; 2025Q1: 4,233 shares; 2025Q2: 4,233 shares; 2025Q3: 4,233 shares; 2025Q4: 4,233 shares; 2026Q1: 4,233 shares; 2026Q2: 4,233 shares 4,233 $435K 0.17% 0 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: 5,081 shares; 2024Q4: 5,081 shares; 2025Q1: 5,081 shares; 2025Q2: 5,081 shares; 2025Q3: 5,331 shares; 2025Q4: 5,331 shares; 2026Q1: 5,081 shares; 2026Q2: 5,343 shares 5,343 $434K 0.17% +262 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: 1,830 shares; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 1,480 shares; 2026Q2: 1,481 shares 1,481 $434K 0.17% +1 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,000 shares; 2024Q4: 62,000 shares; 2025Q1: 62,000 shares; 2025Q2: 57,000 shares; 2025Q3: 57,000 shares; 2025Q4: 57,000 shares; 2026Q1: 57,000 shares; 2026Q2: 73,900 shares 73,900 $418K 0.17% +16,900 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,130 shares; 2024Q4: 1,130 shares; 2025Q1: 1,130 shares; 2025Q2: 1,130 shares; 2025Q3: 1,130 shares; 2025Q4: 1,130 shares; 2026Q1: 1,130 shares; 2026Q2: 1,130 shares 1,130 $407K 0.16% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,800 shares; 2024Q4: 2,221 shares; 2025Q1: 2,221 shares; 2025Q2: 1,992 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,479 shares; 2026Q2: 2,473 shares 2,473 $392K 0.16% -6 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: 626 shares; 2024Q4: 626 shares; 2025Q1: 587 shares; 2025Q2: 454 shares; 2025Q3: 418 shares; 2025Q4: 402 shares; 2026Q1: 399 shares; 2026Q2: 402 shares 402 $387K 0.15% +3 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX 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: 1,510 shares; 2025Q3: 1,960 shares; 2025Q4: 1,960 shares; 2026Q1: 1,960 shares; 2026Q2: 1,960 shares 1,960 $382K 0.15% 0 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS 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: 520 shares; 2025Q4: 520 shares; 2026Q1: 615 shares; 2026Q2: 515 shares 515 $378K 0.15% -100 Timeline EWZ 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: 7,800 shares; 2025Q3: not reported; 2025Q4: 6,300 shares; 2026Q1: 8,000 shares; 2026Q2: 10,450 shares 10,450 $361K 0.14% +2,450 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS 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: 2,385 shares; 2026Q2: 1,800 shares 1,800 $341K 0.14% -585 Timeline BAPRA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,900 shares; 2025Q1: 5,700 shares; 2025Q2: 5,400 shares; 2025Q3: 4,900 shares; 2025Q4: 4,900 shares; 2026Q1: 4,900 shares; 2026Q2: 4,900 shares 4,900 $330K 0.13% 0 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: 1,368 shares; 2025Q4: 1,371 shares; 2026Q1: 1,353 shares; 2026Q2: 1,379 shares 1,379 $326K 0.13% +26 Timeline UFO PROCURE ETF TRUST II More: the full row for PROCURE ETF 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: 6,386 shares 6,386 $324K 0.13% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 490 shares; 2024Q4: 655 shares; 2025Q1: 698 shares; 2025Q2: 698 shares; 2025Q3: 687 shares; 2025Q4: 630 shares; 2026Q1: 630 shares; 2026Q2: 630 shares 630 $321K 0.13% 0 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: 1,351 shares; 2025Q3: 1,153 shares; 2025Q4: 1,177 shares; 2026Q1: 452 shares; 2026Q2: 457 shares 457 $314K 0.12% +5 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,063 shares; 2026Q2: 4,065 shares 4,065 $307K 0.12% +2 Timeline FNCL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,900 shares 3,900 $299K 0.12% new Timeline FLXR TCW ETF TRUST More: the full row for TCW 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: 5,150 shares; 2025Q4: 6,500 shares; 2026Q1: 7,265 shares; 2026Q2: 7,599 shares 7,599 $298K 0.12% +334 Timeline GDX 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: 10,788 shares; 2025Q4: 15,922 shares; 2026Q1: 3,813 shares; 2026Q2: 3,944 shares 3,944 $298K 0.12% +131 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,332 shares; 2026Q2: 6,100 shares 6,100 $277K 0.11% -232 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,907 shares; 2024Q4: 1,907 shares; 2025Q1: not reported; 2025Q2: 1,907 shares; 2025Q3: 1,907 shares; 2025Q4: 1,907 shares; 2026Q1: 1,907 shares; 2026Q2: 1,908 shares 1,908 $272K 0.11% +1 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,930 shares; 2025Q3: 3,160 shares; 2025Q4: 2,960 shares; 2026Q1: not reported; 2026Q2: 2,970 shares 2,970 $267K 0.11% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,656 shares; 2024Q4: 2,155 shares; 2025Q1: 2,155 shares; 2025Q2: 1,955 shares; 2025Q3: not reported; 2025Q4: 1,675 shares; 2026Q1: 2,075 shares; 2026Q2: 1,925 shares 1,925 $263K 0.1% -150 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 377 shares; 2025Q4: 349 shares; 2026Q1: 349 shares; 2026Q2: 349 shares 349 $261K 0.1% 0 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: 2,005 shares; 2024Q4: 2,005 shares; 2025Q1: 2,005 shares; 2025Q2: 1,705 shares; 2025Q3: 1,705 shares; 2025Q4: 1,705 shares; 2026Q1: 1,705 shares; 2026Q2: 1,705 shares 1,705 $258K 0.1% 0 Timeline VECO VEECO INSTRS INC DEL More: the full row for VEECO INSTRS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,400 shares 3,400 $258K 0.1% new Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH 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: 1,700 shares 1,700 $255K 0.1% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 399 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 399 shares; 2026Q2: 399 shares 399 $253K 0.1% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,496 shares; 2024Q4: 6,440 shares; 2025Q1: 6,122 shares; 2025Q2: 6,152 shares; 2025Q3: 5,801 shares; 2025Q4: 5,796 shares; 2026Q1: 5,491 shares; 2026Q2: 5,483 shares 5,483 $253K 0.1% -8 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: 2,978 shares; 2025Q3: 4,698 shares; 2025Q4: 4,928 shares; 2026Q1: 5,133 shares; 2026Q2: 2,128 shares 2,128 $248K 0.1% -3,005 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 reported; 2026Q1: 2,400 shares; 2026Q2: 2,400 shares 2,400 $244K 0.1% 0 Timeline BUFD 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,702 shares; 2025Q4: 8,202 shares; 2026Q1: 8,202 shares; 2026Q2: 8,203 shares 8,203 $244K 0.1% +1 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,709 shares; 2026Q2: 2,816 shares 2,816 $241K 0.1% +107 Timeline HIMX HIMAX TECHNOLOGIES INC More: the full row for HIMAX 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: 15,675 shares 15,675 $240K 0.1% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,815 shares; 2024Q4: 5,822 shares; 2025Q1: 5,673 shares; 2025Q2: 14,539 shares; 2025Q3: 12,473 shares; 2025Q4: 12,477 shares; 2026Q1: 14,278 shares; 2026Q2: 4,880 shares 4,880 $236K 0.09% -9,398 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,233 shares; 2024Q4: 3,233 shares; 2025Q1: 3,233 shares; 2025Q2: 3,183 shares; 2025Q3: 3,133 shares; 2025Q4: 3,133 shares; 2026Q1: 3,133 shares; 2026Q2: 3,133 shares 3,133 $234K 0.09% 0 Timeline JUST 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: 2,070 shares; 2026Q1: not reported; 2026Q2: 2,081 shares 2,081 $222K 0.09% new 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: 1,196 shares; 2026Q1: not reported; 2026Q2: 1,196 shares 1,196 $221K 0.09% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 430 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 430 shares; 2026Q2: 430 shares 430 $219K 0.09% 0 Timeline ESGE 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: 3,903 shares 3,903 $213K 0.08% new Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE 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: 320 shares 320 $213K 0.08% new 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: 9,055 shares; 2024Q4: not reported; 2025Q1: 5,579 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,480 shares 1,480 $207K 0.08% new Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $205K 0.08% 0 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares; 2026Q2: 11,000 shares 11,000 $204K 0.08% 0 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: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,200 shares; 2025Q2: 1,159 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 909 shares; 2026Q2: 725 shares 725 $204K 0.08% -184 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $204K 0.08% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: not reported; 2026Q2: 1,700 shares 1,700 $201K 0.08% new Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $200K 0.08% 0 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $197K 0.08% 0 Timeline INFQ INFLEQTION INC More: the full row for INFLEQTION 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: 11,201 shares 11,201 $149K 0.06% new Timeline SACH SACHEM CAP CORP More: the full row for SACHEM CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,000 shares; 2024Q4: 44,900 shares; 2025Q1: 42,000 shares; 2025Q2: 37,000 shares; 2025Q3: 32,016 shares; 2025Q4: 25,000 shares; 2026Q1: 20,509 shares; 2026Q2: 13,120 shares 13,120 $12.3K <0.01% -7,389 Timeline