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: 5,598 shares; 2024Q4: 66,368 shares; 2025Q1: 67,585 shares; 2025Q2: 85,218 shares; 2025Q3: 83,371 shares; 2025Q4: 84,254 shares; 2026Q1: not loaded; 2026Q2: 83,223 shares 83,223 $57.2M 22.59% 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: 21,913 shares; 2024Q4: 40,946 shares; 2025Q1: 40,766 shares; 2025Q2: 58,774 shares; 2025Q3: 58,798 shares; 2025Q4: 59,149 shares; 2026Q1: not loaded; 2026Q2: 59,353 shares 59,353 $42.6M 16.81% Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,658 shares; 2026Q1: not loaded; 2026Q2: 128,970 shares 128,970 $38.7M 15.3% 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: 37,771 shares; 2024Q4: 105,250 shares; 2025Q1: 105,250 shares; 2025Q2: 105,250 shares; 2025Q3: 105,350 shares; 2025Q4: 105,350 shares; 2026Q1: not loaded; 2026Q2: 105,300 shares 105,300 $36.7M 14.49% 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: 85,735 shares; 2024Q4: 86,735 shares; 2025Q1: 86,235 shares; 2025Q2: 86,235 shares; 2025Q3: 86,235 shares; 2025Q4: 84,235 shares; 2026Q1: not loaded; 2026Q2: 84,750 shares 84,750 $21M 8.29% 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: 47,445 shares; 2024Q4: 10,491 shares; 2025Q1: 9,881 shares; 2025Q2: 32,830 shares; 2025Q3: 42,719 shares; 2025Q4: 32,079 shares; 2026Q1: not loaded; 2026Q2: 187,584 shares 187,584 $16.2M 6.38% 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: 50 shares; 2024Q4: 19,000 shares; 2025Q1: 19,000 shares; 2025Q2: 19,000 shares; 2025Q3: 19,000 shares; 2025Q4: 29,100 shares; 2026Q1: not loaded; 2026Q2: 29,500 shares 29,500 $6.11M 2.41% Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: not loaded; 2026Q2: 3,100 shares 3,100 $5.63M 2.22% Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 13,732 shares 13,732 $5.41M 2.14% Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 14,250 shares; 2026Q1: not loaded; 2026Q2: 36,800 shares 36,800 $2.5M 0.99% Timeline IWC 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: 11,741 shares; 2026Q1: not loaded; 2026Q2: 11,741 shares 11,741 $2.35M 0.93% 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: 7,360 shares; 2024Q4: 3,355 shares; 2025Q1: 2,935 shares; 2025Q2: 2,935 shares; 2025Q3: 2,935 shares; 2025Q4: 2,935 shares; 2026Q1: not loaded; 2026Q2: 2,935 shares 2,935 $2.2M 0.87% 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: 6,000 shares; 2024Q4: 304 shares; 2025Q1: 304 shares; 2025Q2: 304 shares; 2025Q3: 304 shares; 2025Q4: 504 shares; 2026Q1: not loaded; 2026Q2: 2,500 shares 2,500 $1.62M 0.64% Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,250 shares; 2025Q4: 1,850 shares; 2026Q1: not loaded; 2026Q2: 3,731 shares 3,731 $1.62M 0.64% 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: 6,479 shares; 2024Q4: 11,325 shares; 2025Q1: 11,225 shares; 2025Q2: 11,362 shares; 2025Q3: 11,362 shares; 2025Q4: 11,362 shares; 2026Q1: not loaded; 2026Q2: 11,362 shares 11,362 $1.51M 0.6% Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,425 shares; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 430 shares; 2025Q4: 3,780 shares; 2026Q1: not loaded; 2026Q2: 9,600 shares 9,600 $1.43M 0.56% Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,300 shares; 2025Q1: 3,000 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 1,750 shares; 2026Q1: not loaded; 2026Q2: 1,250 shares 1,250 $1.21M 0.48% 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: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,500 shares; 2026Q1: not loaded; 2026Q2: 2,900 shares 2,900 $1.12M 0.44% Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,505 shares; 2024Q4: 3,651 shares; 2025Q1: 5,651 shares; 2025Q2: 7,151 shares; 2025Q3: 24,651 shares; 2025Q4: 50,951 shares; 2026Q1: not loaded; 2026Q2: 59,800 shares 59,800 $1.09M 0.43% 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: 3,688 shares; 2024Q4: 3,850 shares; 2025Q1: 3,500 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: not loaded; 2026Q2: 4,800 shares 4,800 $917K 0.36% 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: 9,469 shares; 2024Q4: 1,359 shares; 2025Q1: 2,359 shares; 2025Q2: 909 shares; 2025Q3: 909 shares; 2025Q4: 909 shares; 2026Q1: not loaded; 2026Q2: 1,958 shares 1,958 $782K 0.31% 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: 1,699 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,300 shares; 2025Q4: 1,500 shares; 2026Q1: not loaded; 2026Q2: 1,900 shares 1,900 $718K 0.28% Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 357 shares; 2024Q4: 4,935 shares; 2025Q1: 4,935 shares; 2025Q2: 4,935 shares; 2025Q3: 4,935 shares; 2025Q4: 4,880 shares; 2026Q1: not loaded; 2026Q2: 4,880 shares 4,880 $712K 0.28% Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 120 shares; 2025Q4: 200 shares; 2026Q1: not loaded; 2026Q2: 5,000 shares 5,000 $530K 0.21% 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: 13,888 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 4,300 shares; 2026Q1: not loaded; 2026Q2: 2,400 shares 2,400 $496K 0.2% 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: 892 shares; 2024Q4: 1,475 shares; 2025Q1: 1,493 shares; 2025Q2: 1,269 shares; 2025Q3: 1,469 shares; 2025Q4: 1,470 shares; 2026Q1: not loaded; 2026Q2: 1,434 shares 1,434 $470K 0.19% Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 2,000 shares; 2025Q3: 3,000 shares; 2025Q4: 4,600 shares; 2026Q1: not loaded; 2026Q2: 3,200 shares 3,200 $404K 0.16% Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL 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: 500 shares; 2026Q1: not loaded; 2026Q2: 2,000 shares 2,000 $353K 0.14% Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,020 shares; 2024Q4: 1,020 shares; 2025Q1: 1,020 shares; 2025Q2: 1,020 shares; 2025Q3: 1,029 shares; 2025Q4: 1,036 shares; 2026Q1: not loaded; 2026Q2: 1,044 shares 1,044 $267K 0.11% Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG 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: not loaded; 2026Q2: 2,100 shares 2,100 $249K 0.1% Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,000 shares; 2024Q4: 5,100 shares; 2025Q1: 5,100 shares; 2025Q2: 8,600 shares; 2025Q3: 9,850 shares; 2025Q4: 11,050 shares; 2026Q1: not loaded; 2026Q2: 6,600 shares 6,600 $194K 0.08% Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,468 shares; 2024Q4: 2,825 shares; 2025Q1: 2,825 shares; 2025Q2: 2,825 shares; 2025Q3: 2,825 shares; 2025Q4: 2,825 shares; 2026Q1: not loaded; 2026Q2: 1,250 shares 1,250 $154K 0.06% Timeline NAVN NAVAN INC More: the full row for NAVAN 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 loaded; 2026Q2: 5,000 shares 5,000 $130K 0.05% Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,168 shares; 2024Q4: not reported; 2025Q1: 1,600 shares; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 500 shares 500 $114K 0.05% Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP 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: 500 shares; 2025Q4: 1,000 shares; 2026Q1: not loaded; 2026Q2: 1,000 shares 1,000 $73K 0.03% 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: 3,500 shares; 2025Q2: 2,100 shares; 2025Q3: 1,000 shares; 2025Q4: 250 shares; 2026Q1: not loaded; 2026Q2: 200 shares 200 $63K 0.02% Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,143 shares; 2025Q3: 1,643 shares; 2025Q4: 1,643 shares; 2026Q1: not loaded; 2026Q2: 1,643 shares 1,643 $62K 0.02% Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C 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 loaded; 2026Q2: 1,335 shares 1,335 $62K 0.02% Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,009 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 1,860 shares; 2025Q4: 200 shares; 2026Q1: not loaded; 2026Q2: 200 shares 200 $44K 0.02% Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: not loaded; 2026Q2: 300 shares 300 $40K 0.02% Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: not loaded; 2026Q2: 100 shares 100 $35K 0.01% 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: 302 shares; 2025Q3: 404 shares; 2025Q4: 412 shares; 2026Q1: not loaded; 2026Q2: 414 shares 414 $35K 0.01% Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not loaded; 2026Q2: 100 shares 100 $34K 0.01% 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: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: not loaded; 2026Q2: 110 shares 110 $28K 0.01% Timeline VBR 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: 37,391 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: not loaded; 2026Q2: 100 shares 100 $24K 0.01% Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI 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: 3,675 shares; 2025Q4: 500 shares; 2026Q1: not loaded; 2026Q2: 500 shares 500 $24K 0.01% Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 10,000 shares; 2025Q3: 11,100 shares; 2025Q4: 13,600 shares; 2026Q1: not loaded; 2026Q2: 4,500 shares 4,500 $24K 0.01% Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,420 shares; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 165 shares; 2025Q3: 165 shares; 2025Q4: 165 shares; 2026Q1: not loaded; 2026Q2: 165 shares 165 $17K 0.01% Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,581 shares; 2024Q4: 3,060 shares; 2025Q1: 3,060 shares; 2025Q2: 3,060 shares; 2025Q3: 3,060 shares; 2025Q4: 1,060 shares; 2026Q1: not loaded; 2026Q2: 60 shares 60 $16K 0.01% Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,089 shares; 2024Q4: 357 shares; 2025Q1: 357 shares; 2025Q2: 357 shares; 2025Q3: 278 shares; 2025Q4: 278 shares; 2026Q1: not loaded; 2026Q2: 278 shares 278 $11K <0.01% Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: not loaded; 2026Q2: 200 shares 200 $10K <0.01% Timeline RVPH REVIVA PHARMACEUTCLS HLDGS I More: the full row for REVIVA PHARMACEUTCLS HLDGS 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: 128,915 shares; 2026Q1: not loaded; 2026Q2: 6,696 shares 6,696 $3K <0.01% Timeline BIAF BIOAFFINITY TECHNOLOGIES INC More: the full row for BIOAFFINITY 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 loaded; 2026Q2: 2,001 shares 2,001 $1K <0.01% Timeline