MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 294,831 shares; 2024Q4: 303,081 shares; 2025Q1: 301,259 shares; 2025Q2: 304,560 shares; 2025Q3: 311,814 shares; 2025Q4: 316,047 shares; 2026Q1: 358,407 shares; 2026Q2: 372,894 shares 372,894 $139M 15.64% +14,487 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: 432,814 shares; 2024Q4: 1,233,141 shares; 2025Q1: 1,151,312 shares; 2025Q2: 1,203,290 shares; 2025Q3: 1,264,795 shares; 2025Q4: 1,339,853 shares; 2026Q1: 1,505,206 shares; 2026Q2: 1,582,395 shares 1,582,395 $46.6M 5.24% +77,189 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: 112,652 shares; 2024Q4: 116,578 shares; 2025Q1: 118,881 shares; 2025Q2: 132,624 shares; 2025Q3: 136,601 shares; 2025Q4: 164,668 shares; 2026Q1: 177,013 shares; 2026Q2: 187,713 shares 187,713 $37.6M 4.22% +10,700 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: 6,180 shares; 2024Q4: 5,690 shares; 2025Q1: 7,422 shares; 2025Q2: 11,171 shares; 2025Q3: 48,490 shares; 2025Q4: 51,806 shares; 2026Q1: 53,236 shares; 2026Q2: 53,754 shares 53,754 $31.2M 3.51% +518 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: 77,815 shares; 2024Q4: 80,165 shares; 2025Q1: 83,625 shares; 2025Q2: 96,168 shares; 2025Q3: 99,377 shares; 2025Q4: 103,727 shares; 2026Q1: 125,432 shares; 2026Q2: 125,351 shares 125,351 $29.9M 3.36% -81 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: 35,500 shares; 2024Q4: 53,146 shares; 2025Q1: 54,110 shares; 2025Q2: 66,556 shares; 2025Q3: 70,727 shares; 2025Q4: 71,669 shares; 2026Q1: 84,002 shares; 2026Q2: 77,846 shares 77,846 $22.5M 2.53% -6,156 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: 58,567 shares; 2024Q4: 59,366 shares; 2025Q1: 62,523 shares; 2025Q2: 67,661 shares; 2025Q3: 68,328 shares; 2025Q4: 62,190 shares; 2026Q1: 57,552 shares; 2026Q2: 60,064 shares 60,064 $21.2M 2.39% +2,512 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: 30,014 shares; 2025Q2: 37,073 shares; 2025Q3: 37,106 shares; 2025Q4: 38,146 shares; 2026Q1: 38,142 shares; 2026Q2: 39,358 shares 39,358 $18.8M 2.11% +1,216 Timeline SCHM 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: 115,657 shares; 2024Q4: 365,402 shares; 2025Q1: 343,847 shares; 2025Q2: 364,647 shares; 2025Q3: 394,341 shares; 2025Q4: 437,262 shares; 2026Q1: 487,153 shares; 2026Q2: 501,416 shares 501,416 $18.5M 2.08% +14,263 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: 47,392 shares; 2024Q4: 46,459 shares; 2025Q1: 45,689 shares; 2025Q2: 48,590 shares; 2025Q3: 44,767 shares; 2025Q4: 46,002 shares; 2026Q1: 47,634 shares; 2026Q2: 47,384 shares 47,384 $17.9M 2.01% -250 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,076 shares; 2025Q3: 2,153 shares; 2025Q4: 2,646 shares; 2026Q1: 2,435 shares; 2026Q2: 13,496 shares 13,496 $15.6M 1.75% +11,061 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: 13,058 shares; 2024Q4: 13,518 shares; 2025Q1: 14,462 shares; 2025Q2: 18,308 shares; 2025Q3: 19,052 shares; 2025Q4: 21,798 shares; 2026Q1: 24,226 shares; 2026Q2: 25,881 shares 25,881 $14.6M 1.64% +1,655 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 249,177 shares; 2024Q4: 264,716 shares; 2025Q1: 249,004 shares; 2025Q2: 229,405 shares; 2025Q3: 241,854 shares; 2025Q4: 257,065 shares; 2026Q1: 257,256 shares; 2026Q2: 275,229 shares 275,229 $14.4M 1.62% +17,973 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: 32,375 shares; 2024Q4: 33,450 shares; 2025Q1: 39,441 shares; 2025Q2: 36,919 shares; 2025Q3: 36,432 shares; 2025Q4: 35,723 shares; 2026Q1: 36,758 shares; 2026Q2: 38,367 shares 38,367 $14.1M 1.59% +1,609 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: 1,341 shares; 2025Q1: 30,129 shares; 2025Q2: 35,456 shares; 2025Q3: 37,573 shares; 2025Q4: 39,969 shares; 2026Q1: 41,743 shares; 2026Q2: 39,303 shares 39,303 $13.4M 1.51% -2,440 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: 11,643 shares; 2026Q1: 12,090 shares; 2026Q2: 11,381 shares 11,381 $13.4M 1.5% -709 Timeline SCHA 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: 96,239 shares; 2024Q4: 236,683 shares; 2025Q1: 185,004 shares; 2025Q2: 182,064 shares; 2025Q3: 195,477 shares; 2025Q4: 284,653 shares; 2026Q1: 335,415 shares; 2026Q2: 361,238 shares 361,238 $13.1M 1.47% +25,823 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 222,138 shares; 2025Q3: 291,148 shares; 2025Q4: 315,292 shares; 2026Q1: 234,051 shares; 2026Q2: 256,609 shares 256,609 $13M 1.46% +22,558 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: 55,110 shares; 2025Q1: 59,050 shares; 2025Q2: 73,015 shares; 2025Q3: 71,788 shares; 2025Q4: 75,167 shares; 2026Q1: 72,624 shares; 2026Q2: 73,317 shares 73,317 $12.5M 1.4% +693 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 232,550 shares; 2026Q2: 248,952 shares 248,952 $12.3M 1.39% +16,402 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 285 shares; 2025Q2: 424 shares; 2025Q3: 8,267 shares; 2025Q4: 8,725 shares; 2026Q1: 8,839 shares; 2026Q2: 9,311 shares 9,311 $11.2M 1.26% +472 Timeline GSST 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: 31,358 shares; 2025Q2: 35,571 shares; 2025Q3: 44,452 shares; 2025Q4: 44,979 shares; 2026Q1: 204,777 shares; 2026Q2: 203,994 shares 203,994 $10.3M 1.16% -783 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: 6,111 shares; 2024Q4: 6,717 shares; 2025Q1: not reported; 2025Q2: 6,609 shares; 2025Q3: 7,309 shares; 2025Q4: 8,564 shares; 2026Q1: 10,714 shares; 2026Q2: 13,506 shares 13,506 $9.95M 1.12% +2,792 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: 40,265 shares; 2024Q4: 40,432 shares; 2025Q1: 38,814 shares; 2025Q2: 38,886 shares; 2025Q3: 38,961 shares; 2025Q4: 39,365 shares; 2026Q1: 39,528 shares; 2026Q2: 39,653 shares 39,653 $9.64M 1.08% +125 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: 4,938 shares; 2024Q4: 4,843 shares; 2025Q1: 4,854 shares; 2025Q2: 4,862 shares; 2025Q3: 4,864 shares; 2025Q4: 8,680 shares; 2026Q1: 10,838 shares; 2026Q2: 12,717 shares 12,717 $9.52M 1.07% +1,879 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: 17,921 shares; 2024Q4: 18,399 shares; 2025Q1: 19,052 shares; 2025Q2: 20,630 shares; 2025Q3: 22,123 shares; 2025Q4: 23,308 shares; 2026Q1: 23,836 shares; 2026Q2: 24,630 shares 24,630 $8.45M 0.95% +794 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,177 shares; 2025Q3: 78,058 shares; 2025Q4: 91,946 shares; 2026Q1: 95,764 shares; 2026Q2: 115,941 shares 115,941 $8.37M 0.94% +20,177 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: not reported; 2025Q2: 2,159 shares; 2025Q3: 2,937 shares; 2025Q4: 5,887 shares; 2026Q1: 5,396 shares; 2026Q2: 72,549 shares 72,549 $8.22M 0.92% +67,153 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,980 shares; 2024Q4: 214,213 shares; 2025Q1: 204,228 shares; 2025Q2: 209,305 shares; 2025Q3: 223,426 shares; 2025Q4: 246,697 shares; 2026Q1: 272,642 shares; 2026Q2: 292,965 shares 292,965 $8.12M 0.91% +20,323 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: 10,066 shares; 2024Q4: 10,117 shares; 2025Q1: 10,045 shares; 2025Q2: 10,050 shares; 2025Q3: 10,286 shares; 2025Q4: 107,783 shares; 2026Q1: 111,192 shares; 2026Q2: 109,085 shares 109,085 $7.79M 0.88% -2,107 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: 10,969 shares; 2024Q4: 11,019 shares; 2025Q1: 11,473 shares; 2025Q2: 12,371 shares; 2025Q3: 13,171 shares; 2025Q4: 13,930 shares; 2026Q1: 14,419 shares; 2026Q2: 14,684 shares 14,684 $7.54M 0.85% +265 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 65,590 shares; 2026Q2: 70,162 shares 70,162 $7.06M 0.79% +4,572 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: 3,823 shares; 2024Q4: 3,760 shares; 2025Q1: 55,980 shares; 2025Q2: 64,888 shares; 2025Q3: 66,692 shares; 2025Q4: 66,587 shares; 2026Q1: 64,241 shares; 2026Q2: 57,742 shares 57,742 $6.59M 0.74% -6,499 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP 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: not reported; 2025Q4: not reported; 2026Q1: 29,871 shares; 2026Q2: 32,166 shares 32,166 $6.48M 0.73% +2,295 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: 2,369 shares; 2024Q4: 2,912 shares; 2025Q1: 3,197 shares; 2025Q2: 3,340 shares; 2025Q3: 3,511 shares; 2025Q4: 4,001 shares; 2026Q1: 3,998 shares; 2026Q2: 3,813 shares 3,813 $6.47M 0.73% -185 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,641 shares; 2026Q2: 53,605 shares 53,605 $6.34M 0.71% +3,964 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,784 shares; 2024Q4: 13,948 shares; 2025Q1: 15,533 shares; 2025Q2: 23,765 shares; 2025Q3: 26,206 shares; 2025Q4: 27,665 shares; 2026Q1: 30,675 shares; 2026Q2: 40,293 shares 40,293 $6.31M 0.71% +9,618 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,242 shares; 2025Q3: 1,144 shares; 2025Q4: 1,142 shares; 2026Q1: not reported; 2026Q2: 35,527 shares 35,527 $6.31M 0.71% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 346 shares; 2025Q3: 415 shares; 2025Q4: 419 shares; 2026Q1: 11,389 shares; 2026Q2: 13,424 shares 13,424 $6.16M 0.69% +2,035 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE 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: 42,989 shares; 2026Q2: 51,215 shares 51,215 $6.03M 0.68% +8,226 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,336 shares; 2024Q4: 6,268 shares; 2025Q1: 6,530 shares; 2025Q2: 7,013 shares; 2025Q3: 7,508 shares; 2025Q4: 48,381 shares; 2026Q1: 48,942 shares; 2026Q2: 59,638 shares 59,638 $5.92M 0.67% +10,696 Timeline SCHE 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: 117,340 shares; 2024Q4: 115,204 shares; 2025Q1: 142,470 shares; 2025Q2: 144,662 shares; 2025Q3: 152,302 shares; 2025Q4: 139,072 shares; 2026Q1: 151,572 shares; 2026Q2: 156,693 shares 156,693 $5.68M 0.64% +5,121 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: 24,421 shares; 2024Q4: 24,494 shares; 2025Q1: 24,549 shares; 2025Q2: 24,602 shares; 2025Q3: 24,661 shares; 2025Q4: 25,500 shares; 2026Q1: 25,553 shares; 2026Q2: 25,597 shares 25,597 $5.62M 0.63% +44 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,172 shares; 2025Q2: 24,465 shares; 2025Q3: 25,941 shares; 2025Q4: 28,001 shares; 2026Q1: 28,688 shares; 2026Q2: 28,722 shares 28,722 $5.6M 0.63% +34 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,519 shares; 2024Q4: 2,935 shares; 2025Q1: 3,218 shares; 2025Q2: 3,518 shares; 2025Q3: 3,895 shares; 2025Q4: 4,142 shares; 2026Q1: 4,253 shares; 2026Q2: 4,493 shares 4,493 $5.37M 0.6% +240 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,953 shares; 2024Q4: 140,043 shares; 2025Q1: 112,016 shares; 2025Q2: 88,715 shares; 2025Q3: 99,838 shares; 2025Q4: 109,167 shares; 2026Q1: 57,787 shares; 2026Q2: 54,312 shares 54,312 $5.26M 0.59% -3,475 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,099 shares; 2024Q4: 17,285 shares; 2025Q1: 18,244 shares; 2025Q2: 19,551 shares; 2025Q3: 20,934 shares; 2025Q4: 22,531 shares; 2026Q1: 23,502 shares; 2026Q2: 26,654 shares 26,654 $5.18M 0.58% +3,152 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: 21,007 shares; 2024Q4: 24,194 shares; 2025Q1: 25,405 shares; 2025Q2: 25,897 shares; 2025Q3: 25,317 shares; 2025Q4: 25,576 shares; 2026Q1: 26,296 shares; 2026Q2: 11,531 shares 11,531 $4.85M 0.55% -14,765 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: 3,941 shares; 2024Q4: 5,333 shares; 2025Q1: 5,630 shares; 2025Q2: 10,598 shares; 2025Q3: 12,914 shares; 2025Q4: 13,247 shares; 2026Q1: 13,016 shares; 2026Q2: 13,288 shares 13,288 $4.75M 0.53% +272 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 347 shares; 2025Q3: 386 shares; 2025Q4: 424 shares; 2026Q1: not reported; 2026Q2: 17,675 shares 17,675 $4.61M 0.52% new Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,445 shares; 2024Q4: 49,646 shares; 2025Q1: 56,735 shares; 2025Q2: 57,037 shares; 2025Q3: 59,333 shares; 2025Q4: 55,365 shares; 2026Q1: 65,221 shares; 2026Q2: 73,175 shares 73,175 $4.55M 0.51% +7,954 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC 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: 60,382 shares; 2025Q4: 42,797 shares; 2026Q1: 86,695 shares; 2026Q2: 102,754 shares 102,754 $4.39M 0.49% +16,059 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: 32,380 shares; 2024Q4: 104,055 shares; 2025Q1: 106,425 shares; 2025Q2: 100,078 shares; 2025Q3: 104,612 shares; 2025Q4: 110,893 shares; 2026Q1: 128,469 shares; 2026Q2: 135,858 shares 135,858 $4.31M 0.48% +7,389 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: 1,660 shares; 2024Q4: 1,715 shares; 2025Q1: 1,259 shares; 2025Q2: 667 shares; 2025Q3: 768 shares; 2025Q4: 2,159 shares; 2026Q1: 6,152 shares; 2026Q2: 5,757 shares 5,757 $4.3M 0.48% -395 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: 17,716 shares; 2024Q4: 17,787 shares; 2025Q1: 17,850 shares; 2025Q2: 17,804 shares; 2025Q3: 17,878 shares; 2025Q4: 24,790 shares; 2026Q1: 32,888 shares; 2026Q2: 31,722 shares 31,722 $3.96M 0.45% -1,166 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: 3,420 shares; 2024Q4: 3,208 shares; 2025Q1: 3,203 shares; 2025Q2: 4,931 shares; 2025Q3: 3,685 shares; 2025Q4: 4,009 shares; 2026Q1: 5,477 shares; 2026Q2: 5,239 shares 5,239 $3.6M 0.4% -238 Timeline FLTR 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: 129,458 shares; 2026Q2: 138,500 shares 138,500 $3.55M 0.4% +9,042 Timeline RWJ 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: 28,269 shares; 2024Q4: 36,467 shares; 2025Q1: 38,416 shares; 2025Q2: 35,047 shares; 2025Q3: 34,069 shares; 2025Q4: 46,247 shares; 2026Q1: 54,208 shares; 2026Q2: 59,207 shares 59,207 $3.52M 0.4% +4,999 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK 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: 65,514 shares; 2026Q2: 69,149 shares 69,149 $3.47M 0.39% +3,635 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: 2,273 shares; 2026Q1: 5,652 shares; 2026Q2: 5,208 shares 5,208 $3.42M 0.38% -444 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: 4,002 shares; 2025Q1: 4,065 shares; 2025Q2: 4,515 shares; 2025Q3: 4,440 shares; 2025Q4: 4,245 shares; 2026Q1: 4,145 shares; 2026Q2: 23,243 shares 23,243 $3.41M 0.38% +19,098 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,182 shares; 2024Q4: 52,972 shares; 2025Q1: 68,567 shares; 2025Q2: 66,233 shares; 2025Q3: 68,182 shares; 2025Q4: 61,239 shares; 2026Q1: 71,659 shares; 2026Q2: 62,160 shares 62,160 $3.26M 0.37% -9,499 Timeline VCIT 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: 96,960 shares; 2024Q4: 98,049 shares; 2025Q1: 36,931 shares; 2025Q2: 37,369 shares; 2025Q3: 37,867 shares; 2025Q4: 38,511 shares; 2026Q1: 38,757 shares; 2026Q2: 39,234 shares 39,234 $3.24M 0.36% +477 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,628 shares; 2024Q4: 128,542 shares; 2025Q1: 119,590 shares; 2025Q2: 111,356 shares; 2025Q3: 115,543 shares; 2025Q4: 114,484 shares; 2026Q1: 112,908 shares; 2026Q2: 131,637 shares 131,637 $3.19M 0.36% +18,729 Timeline AMDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 33,977 shares; 2025Q1: 35,323 shares; 2025Q2: 35,323 shares; 2025Q3: 35,323 shares; 2025Q4: 35,323 shares; 2026Q1: 35,323 shares; 2026Q2: 35,323 shares 35,323 $2.92M 0.33% 0 Timeline SIXP AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 69,767 shares; 2026Q2: 69,767 shares 69,767 $2.35M 0.26% 0 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,618 shares; 2024Q4: 94,475 shares; 2025Q1: 85,630 shares; 2025Q2: 75,207 shares; 2025Q3: 79,483 shares; 2025Q4: 81,915 shares; 2026Q1: 81,562 shares; 2026Q2: 97,024 shares 97,024 $2.35M 0.26% +15,462 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: 5,958 shares; 2024Q4: 6,332 shares; 2025Q1: 6,388 shares; 2025Q2: 6,038 shares; 2025Q3: 6,252 shares; 2025Q4: 6,497 shares; 2026Q1: 6,913 shares; 2026Q2: 27,713 shares 27,713 $2.23M 0.25% +20,800 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,027 shares; 2024Q4: 56,031 shares; 2025Q1: 70,177 shares; 2025Q2: 62,321 shares; 2025Q3: 67,614 shares; 2025Q4: 68,152 shares; 2026Q1: 67,739 shares; 2026Q2: 87,159 shares 87,159 $2.2M 0.25% +19,420 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: 1,971 shares; 2024Q4: 1,946 shares; 2025Q1: 1,925 shares; 2025Q2: 1,916 shares; 2025Q3: 1,950 shares; 2025Q4: 5,409 shares; 2026Q1: 5,381 shares; 2026Q2: 5,545 shares 5,545 $2.05M 0.23% +164 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,531 shares; 2024Q4: 11,835 shares; 2025Q1: 34,604 shares; 2025Q2: 25,272 shares; 2025Q3: 25,802 shares; 2025Q4: 68,060 shares; 2026Q1: 63,157 shares; 2026Q2: 88,355 shares 88,355 $2.05M 0.23% +25,198 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,505 shares; 2025Q2: 2,505 shares; 2025Q3: 2,530 shares; 2025Q4: 2,557 shares; 2026Q1: 2,358 shares; 2026Q2: 2,112 shares 2,112 $2.04M 0.23% -246 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: 5,906 shares; 2024Q4: 5,209 shares; 2025Q1: 4,396 shares; 2025Q2: 5,015 shares; 2025Q3: 5,131 shares; 2025Q4: 6,800 shares; 2026Q1: 7,180 shares; 2026Q2: 8,042 shares 8,042 $2.02M 0.23% +862 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,580 shares; 2025Q2: 2,869 shares; 2025Q3: 3,446 shares; 2025Q4: 3,846 shares; 2026Q1: 6,618 shares; 2026Q2: 6,966 shares 6,966 $1.96M 0.22% +348 Timeline SPYX 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: 72,412 shares; 2024Q4: 72,027 shares; 2025Q1: 57,346 shares; 2025Q2: 31,893 shares; 2025Q3: 31,878 shares; 2025Q4: 31,651 shares; 2026Q1: 31,734 shares; 2026Q2: 31,655 shares 31,655 $1.93M 0.22% -79 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: 5,938 shares; 2024Q4: 6,026 shares; 2025Q1: 1,492 shares; 2025Q2: 1,991 shares; 2025Q3: 2,047 shares; 2025Q4: 1,900 shares; 2026Q1: 2,029 shares; 2026Q2: 2,033 shares 2,033 $1.9M 0.21% +4 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: 6,154 shares; 2024Q4: 11,519 shares; 2025Q1: 11,916 shares; 2025Q2: 13,090 shares; 2025Q3: 14,934 shares; 2025Q4: 15,789 shares; 2026Q1: 3,911 shares; 2026Q2: 3,729 shares 3,729 $1.87M 0.21% -182 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 446 shares; 2025Q4: 527 shares; 2026Q1: 1,772 shares; 2026Q2: 1,752 shares 1,752 $1.87M 0.21% -20 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: 4,228 shares; 2024Q4: 4,153 shares; 2025Q1: 4,177 shares; 2025Q2: 4,098 shares; 2025Q3: 4,113 shares; 2025Q4: 4,148 shares; 2026Q1: 5,256 shares; 2026Q2: 5,256 shares 5,256 $1.81M 0.2% 0 Timeline AVEM 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: not reported; 2025Q4: 6,990 shares; 2026Q1: 20,284 shares; 2026Q2: 18,601 shares 18,601 $1.79M 0.2% -1,683 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: not reported; 2024Q4: not reported; 2025Q1: 4,630 shares; 2025Q2: 5,257 shares; 2025Q3: 5,449 shares; 2025Q4: 5,727 shares; 2026Q1: 6,326 shares; 2026Q2: 6,812 shares 6,812 $1.73M 0.19% +486 Timeline SIXO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 41,486 shares 41,486 $1.49M 0.17% new 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: 1,664 shares; 2024Q4: 1,738 shares; 2025Q1: 1,755 shares; 2025Q2: 2,149 shares; 2025Q3: 2,177 shares; 2025Q4: 2,568 shares; 2026Q1: 3,415 shares; 2026Q2: 3,739 shares 3,739 $1.35M 0.15% +324 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: 16,736 shares; 2024Q4: 20,811 shares; 2025Q1: 20,231 shares; 2025Q2: 17,666 shares; 2025Q3: 17,746 shares; 2025Q4: 17,734 shares; 2026Q1: 16,156 shares; 2026Q2: 16,153 shares 16,153 $1.28M 0.14% -3 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: 6,602 shares; 2024Q4: 6,872 shares; 2025Q1: 6,847 shares; 2025Q2: 4,923 shares; 2025Q3: 5,027 shares; 2025Q4: 5,364 shares; 2026Q1: 6,318 shares; 2026Q2: 5,890 shares 5,890 $1.28M 0.14% -428 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,956 shares; 2024Q4: 32,556 shares; 2025Q1: 35,587 shares; 2025Q2: 36,501 shares; 2025Q3: 39,450 shares; 2025Q4: 49,889 shares; 2026Q1: 56,488 shares; 2026Q2: 63,234 shares 63,234 $1.21M 0.14% +6,746 Timeline PFXF 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: 203,761 shares; 2024Q4: 194,628 shares; 2025Q1: 182,867 shares; 2025Q2: 144,914 shares; 2025Q3: 65,912 shares; 2025Q4: 60,865 shares; 2026Q1: 61,189 shares; 2026Q2: 61,691 shares 61,691 $1.1M 0.12% +502 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: 9,222 shares; 2024Q4: 12,773 shares; 2025Q1: 7,147 shares; 2025Q2: 7,525 shares; 2025Q3: 7,662 shares; 2025Q4: 8,948 shares; 2026Q1: 6,311 shares; 2026Q2: 9,420 shares 9,420 $1.1M 0.12% +3,109 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: 1,522 shares; 2024Q4: 1,859 shares; 2025Q1: 1,635 shares; 2025Q2: 2,644 shares; 2025Q3: 2,761 shares; 2025Q4: 3,572 shares; 2026Q1: 3,575 shares; 2026Q2: 3,518 shares 3,518 $1.07M 0.12% -57 Timeline HFWA HERITAGE FINL CORP WASH More: the full row for HERITAGE FINL CORP WASH 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: 35,807 shares 35,807 $1.06M 0.12% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,063 shares; 2025Q2: 2,403 shares; 2025Q3: 2,434 shares; 2025Q4: 2,658 shares; 2026Q1: 2,652 shares; 2026Q2: 2,660 shares 2,660 $1.06M 0.12% +8 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 860 shares; 2025Q2: 2,322 shares; 2025Q3: 2,785 shares; 2025Q4: 3,008 shares; 2026Q1: 3,202 shares; 2026Q2: 3,206 shares 3,206 $1.05M 0.12% +4 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,047 shares; 2026Q1: 17,647 shares; 2026Q2: 15,365 shares 15,365 $1.01M 0.11% -2,282 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,548 shares; 2024Q4: 6,577 shares; 2025Q1: 6,828 shares; 2025Q2: 6,839 shares; 2025Q3: 6,659 shares; 2025Q4: 7,255 shares; 2026Q1: 6,662 shares; 2026Q2: 7,042 shares 7,042 $1.01M 0.11% +380 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: 12,321 shares; 2024Q4: 12,442 shares; 2025Q1: 12,442 shares; 2025Q2: 12,687 shares; 2025Q3: 12,642 shares; 2025Q4: 12,716 shares; 2026Q1: 12,716 shares; 2026Q2: 12,716 shares 12,716 $959K 0.11% 0 Timeline DFLV 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: not reported; 2025Q3: not reported; 2025Q4: 6,869 shares; 2026Q1: 28,052 shares; 2026Q2: 23,513 shares 23,513 $930K 0.1% -4,539 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,225 shares; 2025Q2: 5,246 shares; 2025Q3: 5,272 shares; 2025Q4: 5,405 shares; 2026Q1: 5,290 shares; 2026Q2: 5,292 shares 5,292 $897K 0.1% +2 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,212 shares; 2024Q4: 17,415 shares; 2025Q1: 17,331 shares; 2025Q2: 17,431 shares; 2025Q3: 17,682 shares; 2025Q4: 17,804 shares; 2026Q1: 17,210 shares; 2026Q2: 17,584 shares 17,584 $886K 0.1% +374 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: 2,877 shares; 2024Q4: 2,208 shares; 2025Q1: 2,158 shares; 2025Q2: 2,586 shares; 2025Q3: 2,541 shares; 2025Q4: 2,719 shares; 2026Q1: 2,709 shares; 2026Q2: 2,500 shares 2,500 $882K 0.1% -209 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: 5,941 shares; 2024Q4: 5,959 shares; 2025Q1: 5,974 shares; 2025Q2: 5,988 shares; 2025Q3: 6,002 shares; 2025Q4: 6,019 shares; 2026Q1: 6,034 shares; 2026Q2: 6,046 shares 6,046 $861K 0.1% +12 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,605 shares; 2024Q4: 1,897 shares; 2025Q1: 1,854 shares; 2025Q2: 1,851 shares; 2025Q3: 1,857 shares; 2025Q4: 1,936 shares; 2026Q1: 1,944 shares; 2026Q2: 1,977 shares 1,977 $821K 0.09% +33 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,792 shares; 2025Q3: 4,976 shares; 2025Q4: 5,314 shares; 2026Q1: 7,454 shares; 2026Q2: 7,959 shares 7,959 $813K 0.09% +505 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: not reported; 2024Q4: not reported; 2025Q1: 3,827 shares; 2025Q2: 3,885 shares; 2025Q3: 4,011 shares; 2025Q4: 4,008 shares; 2026Q1: 5,861 shares; 2026Q2: 5,990 shares 5,990 $811K 0.09% +129 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,929 shares; 2024Q4: 3,811 shares; 2025Q1: 3,843 shares; 2025Q2: 6,033 shares; 2025Q3: 4,702 shares; 2025Q4: 4,555 shares; 2026Q1: 9,473 shares; 2026Q2: 10,473 shares 10,473 $808K 0.09% +1,000 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: 4,839 shares; 2024Q4: 4,880 shares; 2025Q1: 5,152 shares; 2025Q2: 4,162 shares; 2025Q3: 5,693 shares; 2025Q4: 7,394 shares; 2026Q1: 8,962 shares; 2026Q2: 8,923 shares 8,923 $739K 0.08% -39 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,662 shares; 2026Q1: 4,629 shares; 2026Q2: 6,066 shares 6,066 $712K 0.08% +1,437 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: 792 shares; 2024Q4: 805 shares; 2025Q1: 1,316 shares; 2025Q2: 1,316 shares; 2025Q3: 1,382 shares; 2025Q4: 1,342 shares; 2026Q1: 1,344 shares; 2026Q2: 8,078 shares 8,078 $696K 0.08% +6,734 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,555 shares; 2025Q2: 4,171 shares; 2025Q3: 4,171 shares; 2025Q4: 4,201 shares; 2026Q1: 4,196 shares; 2026Q2: 4,210 shares 4,210 $686K 0.08% +14 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,578 shares; 2026Q1: 1,522 shares; 2026Q2: 1,577 shares 1,577 $683K 0.08% +55 Timeline FEBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,299 shares; 2025Q2: 23,299 shares; 2025Q3: 23,299 shares; 2025Q4: 23,299 shares; 2026Q1: 19,182 shares; 2026Q2: 19,182 shares 19,182 $682K 0.08% 0 Timeline IQLT 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: 13,752 shares; 2026Q1: 13,752 shares; 2026Q2: 13,752 shares 13,752 $681K 0.08% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,432 shares; 2025Q3: 5,350 shares; 2025Q4: 5,416 shares; 2026Q1: 6,951 shares; 2026Q2: 6,954 shares 6,954 $672K 0.08% +3 Timeline SCHP 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: 140,751 shares; 2024Q4: 265,800 shares; 2025Q1: 219,568 shares; 2025Q2: 30,570 shares; 2025Q3: 30,375 shares; 2025Q4: 30,765 shares; 2026Q1: 28,218 shares; 2026Q2: 24,703 shares 24,703 $655K 0.07% -3,515 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 456 shares; 2025Q3: 505 shares; 2025Q4: 697 shares; 2026Q1: 797 shares; 2026Q2: 845 shares 845 $645K 0.07% +48 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,646 shares; 2025Q4: 3,656 shares; 2026Q1: 3,631 shares; 2026Q2: 3,879 shares 3,879 $643K 0.07% +248 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,058 shares; 2024Q4: 11,224 shares; 2025Q1: 11,309 shares; 2025Q2: 11,441 shares; 2025Q3: 11,574 shares; 2025Q4: 11,758 shares; 2026Q1: 11,850 shares; 2026Q2: 11,997 shares 11,997 $638K 0.07% +147 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: not reported; 2024Q4: not reported; 2025Q1: 9,670 shares; 2025Q2: 9,620 shares; 2025Q3: 21,859 shares; 2025Q4: 18,198 shares; 2026Q1: 20,008 shares; 2026Q2: 18,638 shares 18,638 $631K 0.07% -1,370 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: 4,355 shares; 2024Q4: 4,445 shares; 2025Q1: 503 shares; 2025Q2: 6,670 shares; 2025Q3: 6,740 shares; 2025Q4: 7,050 shares; 2026Q1: 6,750 shares; 2026Q2: 6,734 shares 6,734 $620K 0.07% -16 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,642 shares; 2024Q4: 5,708 shares; 2025Q1: 6,185 shares; 2025Q2: 1,478 shares; 2025Q3: 1,435 shares; 2025Q4: 1,390 shares; 2026Q1: 1,335 shares; 2026Q2: 1,365 shares 1,365 $618K 0.07% +30 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,247 shares; 2024Q4: 1,499 shares; 2025Q1: 1,486 shares; 2025Q2: 1,673 shares; 2025Q3: 1,697 shares; 2025Q4: 1,657 shares; 2026Q1: 1,561 shares; 2026Q2: 1,513 shares 1,513 $616K 0.07% -48 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,482 shares; 2025Q2: 7,813 shares; 2025Q3: 7,944 shares; 2025Q4: 10,338 shares; 2026Q1: 11,978 shares; 2026Q2: 16,430 shares 16,430 $604K 0.07% +4,452 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,351 shares; 2026Q2: 1,391 shares 1,391 $600K 0.07% +40 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,873 shares; 2026Q2: 1,623 shares 1,623 $585K 0.07% -250 Timeline DFIC 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: not reported; 2025Q3: not reported; 2025Q4: 13,279 shares; 2026Q1: 15,411 shares; 2026Q2: 15,540 shares 15,540 $579K 0.07% +129 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,286 shares; 2025Q2: 3,362 shares; 2025Q3: 3,518 shares; 2025Q4: 3,767 shares; 2026Q1: 3,282 shares; 2026Q2: 3,920 shares 3,920 $575K 0.06% +638 Timeline DUHP 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: 13,387 shares; 2024Q4: 13,420 shares; 2025Q1: 13,420 shares; 2025Q2: 13,420 shares; 2025Q3: 13,420 shares; 2025Q4: 13,420 shares; 2026Q1: 13,420 shares; 2026Q2: 13,420 shares 13,420 $560K 0.06% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,939 shares; 2024Q4: 11,298 shares; 2025Q1: 10,971 shares; 2025Q2: 11,248 shares; 2025Q3: 11,445 shares; 2025Q4: 13,711 shares; 2026Q1: 13,249 shares; 2026Q2: 12,161 shares 12,161 $554K 0.06% -1,088 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,857 shares; 2026Q1: 4,683 shares; 2026Q2: 9,830 shares 9,830 $552K 0.06% +5,147 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: 5,455 shares; 2024Q4: 5,769 shares; 2025Q1: 5,882 shares; 2025Q2: 5,954 shares; 2025Q3: 8,055 shares; 2025Q4: 8,025 shares; 2026Q1: 6,339 shares; 2026Q2: 7,738 shares 7,738 $551K 0.06% +1,399 Timeline EFV 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: 7,180 shares; 2026Q1: 7,180 shares; 2026Q2: 7,180 shares 7,180 $550K 0.06% 0 Timeline DISV 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: not reported; 2025Q3: not reported; 2025Q4: 15,778 shares; 2026Q1: 13,390 shares; 2026Q2: 13,570 shares 13,570 $545K 0.06% +180 Timeline DFEM 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: not reported; 2025Q3: not reported; 2025Q4: 15,385 shares; 2026Q1: 13,180 shares; 2026Q2: 13,252 shares 13,252 $539K 0.06% +72 Timeline SIXF AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 15,630 shares; 2026Q2: 15,630 shares 15,630 $533K 0.06% 0 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: 1,256 shares; 2024Q4: 5,932 shares; 2025Q1: 2,369 shares; 2025Q2: 2,369 shares; 2025Q3: 2,551 shares; 2025Q4: 2,430 shares; 2026Q1: 2,432 shares; 2026Q2: 2,441 shares 2,441 $532K 0.06% +9 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 624 shares; 2024Q4: 621 shares; 2025Q1: 87 shares; 2025Q2: 77 shares; 2025Q3: 74 shares; 2025Q4: 72 shares; 2026Q1: 72 shares; 2026Q2: 78 shares 78 $531K 0.06% +6 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,453 shares; 2024Q4: 18,905 shares; 2025Q1: 19,676 shares; 2025Q2: 27,488 shares; 2025Q3: 29,636 shares; 2025Q4: 32,068 shares; 2026Q1: 5,099 shares; 2026Q2: 3,158 shares 3,158 $530K 0.06% -1,941 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,372 shares; 2024Q4: 3,548 shares; 2025Q1: 3,560 shares; 2025Q2: 3,550 shares; 2025Q3: 3,550 shares; 2025Q4: 3,540 shares; 2026Q1: 3,539 shares; 2026Q2: 5,737 shares 5,737 $520K 0.06% +2,198 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,829 shares; 2025Q3: 3,533 shares; 2025Q4: 3,603 shares; 2026Q1: 3,594 shares; 2026Q2: 3,748 shares 3,748 $512K 0.06% +154 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: 2,504 shares; 2024Q4: 2,521 shares; 2025Q1: 2,521 shares; 2025Q2: 2,521 shares; 2025Q3: 2,521 shares; 2025Q4: 2,521 shares; 2026Q1: 2,521 shares; 2026Q2: 2,521 shares 2,521 $504K 0.06% 0 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER 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: 10,246 shares; 2026Q2: 8,788 shares 8,788 $494K 0.06% -1,458 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,178 shares; 2024Q4: 7,197 shares; 2025Q1: 7,151 shares; 2025Q2: 4,479 shares; 2025Q3: 4,495 shares; 2025Q4: 4,509 shares; 2026Q1: 4,524 shares; 2026Q2: 4,536 shares 4,536 $486K 0.05% +12 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,666 shares; 2026Q1: 4,666 shares; 2026Q2: 4,666 shares 4,666 $485K 0.05% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,182 shares; 2026Q1: 9,809 shares; 2026Q2: 8,821 shares 8,821 $473K 0.05% -988 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,782 shares; 2026Q1: 3,134 shares; 2026Q2: 3,143 shares 3,143 $466K 0.05% +9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 747 shares; 2025Q3: 774 shares; 2025Q4: 1,134 shares; 2026Q1: 1,048 shares; 2026Q2: 1,082 shares 1,082 $461K 0.05% +34 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,728 shares; 2025Q2: 2,435 shares; 2025Q3: 2,481 shares; 2025Q4: 2,621 shares; 2026Q1: 2,559 shares; 2026Q2: 2,618 shares 2,618 $456K 0.05% +59 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,235 shares 3,235 $452K 0.05% new Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,954 shares; 2024Q4: 144,783 shares; 2025Q1: 188,878 shares; 2025Q2: 182,077 shares; 2025Q3: 179,893 shares; 2025Q4: 199,806 shares; 2026Q1: 17,366 shares; 2026Q2: 11,124 shares 11,124 $448K 0.05% -6,242 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,142 shares; 2025Q2: 6,436 shares; 2025Q3: 7,108 shares; 2025Q4: 7,003 shares; 2026Q1: 6,534 shares; 2026Q2: 7,081 shares 7,081 $445K 0.05% +547 Timeline DFIS 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: 11,586 shares; 2024Q4: 11,662 shares; 2025Q1: 11,677 shares; 2025Q2: 11,854 shares; 2025Q3: 11,896 shares; 2025Q4: 11,951 shares; 2026Q1: 11,963 shares; 2026Q2: 12,107 shares 12,107 $424K 0.05% +144 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,542 shares; 2025Q3: 2,024 shares; 2025Q4: 2,140 shares; 2026Q1: 2,124 shares; 2026Q2: 2,235 shares 2,235 $424K 0.05% +111 Timeline FFIV F5 INC More: the full row for F5 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: 1,108 shares; 2026Q2: 1,016 shares 1,016 $423K 0.05% -92 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,014 shares; 2025Q4: 2,000 shares; 2026Q1: 2,045 shares; 2026Q2: 2,039 shares 2,039 $422K 0.05% -6 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: 5,855 shares; 2025Q2: 27,785 shares; 2025Q3: 6,373 shares; 2025Q4: 4,419 shares; 2026Q1: 3,948 shares; 2026Q2: 6,866 shares 6,866 $410K 0.05% +2,918 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,841 shares; 2025Q3: 17,844 shares; 2025Q4: 17,841 shares; 2026Q1: 17,841 shares; 2026Q2: 17,862 shares 17,862 $405K 0.05% +21 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,089 shares; 2025Q2: 3,093 shares; 2025Q3: 3,118 shares; 2025Q4: 3,137 shares; 2026Q1: 3,123 shares; 2026Q2: 3,196 shares 3,196 $404K 0.05% +73 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,794 shares; 2026Q2: 5,004 shares 5,004 $397K 0.04% -790 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,268 shares; 2025Q4: 11,268 shares; 2026Q1: 11,269 shares; 2026Q2: 11,089 shares 11,089 $386K 0.04% -180 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,652 shares; 2024Q4: 6,342 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,257 shares 1,257 $379K 0.04% 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: not reported; 2025Q3: not reported; 2025Q4: 1,951 shares; 2026Q1: 1,970 shares; 2026Q2: 1,990 shares 1,990 $379K 0.04% +20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 540 shares; 2025Q3: 573 shares; 2025Q4: 455 shares; 2026Q1: 422 shares; 2026Q2: 3,106 shares 3,106 $371K 0.04% +2,684 Timeline NATR NATURES SUNSHINE PRODS INC More: the full row for NATURES SUNSHINE PRODS 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: 16,692 shares 16,692 $364K 0.04% new Timeline DFSV 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: 31,181 shares; 2024Q4: 31,316 shares; 2025Q1: 9,753 shares; 2025Q2: 9,799 shares; 2025Q3: 9,129 shares; 2025Q4: 9,168 shares; 2026Q1: 9,318 shares; 2026Q2: 9,351 shares 9,351 $363K 0.04% +33 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: 2,714 shares; 2025Q3: 2,714 shares; 2025Q4: 3,429 shares; 2026Q1: 3,339 shares; 2026Q2: 3,549 shares 3,549 $362K 0.04% +210 Timeline MARW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 77,654 shares; 2025Q2: 77,654 shares; 2025Q3: 77,200 shares; 2025Q4: 76,133 shares; 2026Q1: 9,743 shares; 2026Q2: 9,743 shares 9,743 $352K 0.04% 0 Timeline IJT 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: 1,939 shares; 2026Q1: 1,939 shares; 2026Q2: 1,939 shares 1,939 $346K 0.04% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,328 shares; 2025Q2: 24,137 shares; 2025Q3: 26,199 shares; 2025Q4: 17,614 shares; 2026Q1: 4,103 shares; 2026Q2: 1,568 shares 1,568 $342K 0.04% -2,535 Timeline DFSB 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,586 shares; 2026Q2: 6,487 shares 6,487 $338K 0.04% -1,099 Timeline JBL JABIL INC More: the full row for JABIL 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: 803 shares; 2026Q2: 852 shares 852 $329K 0.04% +49 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: not reported; 2024Q4: not reported; 2025Q1: 50,854 shares; 2025Q2: 65,863 shares; 2025Q3: 67,170 shares; 2025Q4: 39,694 shares; 2026Q1: 8,874 shares; 2026Q2: 3,390 shares 3,390 $326K 0.04% -5,484 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,966 shares; 2025Q3: 5,015 shares; 2025Q4: 4,828 shares; 2026Q1: 4,288 shares; 2026Q2: 4,288 shares 4,288 $324K 0.04% 0 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: 3,902 shares; 2026Q1: 3,824 shares; 2026Q2: 3,824 shares 3,824 $320K 0.04% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,355 shares; 2026Q1: 3,241 shares; 2026Q2: 3,828 shares 3,828 $316K 0.04% +587 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,426 shares; 2026Q1: 2,106 shares; 2026Q2: 2,184 shares 2,184 $316K 0.04% +78 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,225 shares; 2025Q3: 9,268 shares; 2025Q4: 9,293 shares; 2026Q1: 9,253 shares; 2026Q2: 9,273 shares 9,273 $315K 0.04% +20 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: 1,458 shares; 2025Q1: not reported; 2025Q2: 1,590 shares; 2025Q3: 1,598 shares; 2025Q4: 1,639 shares; 2026Q1: not reported; 2026Q2: 1,191 shares 1,191 $310K 0.03% new Timeline BIL 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: 36,472 shares; 2024Q4: 61,479 shares; 2025Q1: 71,414 shares; 2025Q2: 47,897 shares; 2025Q3: 57,433 shares; 2025Q4: 64,070 shares; 2026Q1: 7,403 shares; 2026Q2: 3,373 shares 3,373 $309K 0.03% -4,030 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 159 shares; 2026Q2: 153 shares 153 $305K 0.03% -6 Timeline CVU CPI AEROSTRUCTURES INC More: the full row for CPI AEROSTRUCTURES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,500 shares; 2024Q4: 41,500 shares; 2025Q1: 56,500 shares; 2025Q2: 56,500 shares; 2025Q3: 58,500 shares; 2025Q4: 58,500 shares; 2026Q1: 58,500 shares; 2026Q2: 58,500 shares 58,500 $304K 0.03% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,175 shares 1,175 $300K 0.03% new Timeline CMI CUMMINS INC More: the full row for CUMMINS 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: 409 shares 409 $292K 0.03% new Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,107 shares; 2026Q1: 1,097 shares; 2026Q2: 1,097 shares 1,097 $290K 0.03% 0 Timeline ACWI 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: 1,794 shares; 2026Q1: 1,794 shares; 2026Q2: 1,805 shares 1,805 $283K 0.03% +11 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 315 shares; 2026Q1: 266 shares; 2026Q2: 280 shares 280 $283K 0.03% +14 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 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: 400 shares 400 $281K 0.03% new Timeline SHM 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: 9,870 shares; 2026Q2: 5,699 shares 5,699 $273K 0.03% -4,171 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 754 shares; 2024Q4: 674 shares; 2025Q1: 676 shares; 2025Q2: 678 shares; 2025Q3: 679 shares; 2025Q4: 681 shares; 2026Q1: 679 shares; 2026Q2: 660 shares 660 $270K 0.03% -19 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED 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: 5,316 shares; 2026Q2: 5,316 shares 5,316 $266K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 369 shares 369 $266K 0.03% new Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,281 shares; 2025Q4: 4,983 shares; 2026Q1: not reported; 2026Q2: 4,983 shares 4,983 $265K 0.03% new Timeline AVLV 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: 2,900 shares; 2025Q4: 2,901 shares; 2026Q1: 2,901 shares; 2026Q2: 2,901 shares 2,901 $265K 0.03% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,479 shares; 2026Q1: not reported; 2026Q2: 1,260 shares 1,260 $263K 0.03% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG 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: 1,665 shares 1,665 $261K 0.03% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,997 shares; 2026Q1: 1,959 shares; 2026Q2: 2,023 shares 2,023 $260K 0.03% +64 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,250 shares; 2026Q1: not reported; 2026Q2: 4,523 shares 4,523 $258K 0.03% new 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: 9,174 shares; 2024Q4: 12,667 shares; 2025Q1: 11,587 shares; 2025Q2: 11,587 shares; 2025Q3: 11,583 shares; 2025Q4: 7,766 shares; 2026Q1: 7,754 shares; 2026Q2: 7,738 shares 7,738 $258K 0.03% -16 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 402 shares 402 $256K 0.03% new 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: 1,064 shares; 2025Q3: 1,064 shares; 2025Q4: 1,066 shares; 2026Q1: 1,066 shares; 2026Q2: 1,067 shares 1,067 $252K 0.03% +1 Timeline AFL AFLAC INC More: the full row for AFLAC 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: 2,138 shares 2,138 $251K 0.03% new Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES 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: 7,133 shares; 2025Q4: 7,133 shares; 2026Q1: 7,133 shares; 2026Q2: 7,133 shares 7,133 $247K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 715 shares 715 $246K 0.03% new 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: 8,920 shares; 2024Q4: 9,480 shares; 2025Q1: 937 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 592 shares 592 $246K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,706 shares 2,706 $246K 0.03% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL 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: 1,459 shares; 2026Q1: 1,282 shares; 2026Q2: 1,217 shares 1,217 $244K 0.03% -65 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 678 shares; 2026Q1: 1,087 shares; 2026Q2: 902 shares 902 $244K 0.03% -185 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 475 shares 475 $242K 0.03% new Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,566 shares; 2026Q1: 2,581 shares; 2026Q2: 2,594 shares 2,594 $238K 0.03% +13 Timeline FLEX FLEX LTD More: the full row for FLEX 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 reported; 2026Q2: 1,458 shares 1,458 $236K 0.03% new Timeline AVDV 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: not reported; 2025Q4: 2,270 shares; 2026Q1: 2,270 shares; 2026Q2: 2,270 shares 2,270 $234K 0.03% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,276 shares 1,276 $227K 0.03% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 746 shares 746 $222K 0.03% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 586 shares 586 $219K 0.02% new Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 715 shares 715 $219K 0.02% new Timeline VNQ 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: 3,145 shares; 2025Q1: 2,233 shares; 2025Q2: 2,254 shares; 2025Q3: 2,254 shares; 2025Q4: 2,771 shares; 2026Q1: 2,258 shares; 2026Q2: 2,258 shares 2,258 $218K 0.02% 0 Timeline IVLU 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: 7,100 shares; 2026Q1: 5,119 shares; 2026Q2: 5,190 shares 5,190 $217K 0.02% +71 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 373 shares; 2026Q1: 628 shares; 2026Q2: 544 shares 544 $216K 0.02% -84 Timeline TIPT TIPTREE INC More: the full row for TIPTREE 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: 12,023 shares 12,023 $215K 0.02% new Timeline LION LIONSGATE STUDIOS CORP More: the full row for LIONSGATE STUDIOS 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: 14,007 shares 14,007 $214K 0.02% new Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,051 shares; 2024Q4: 13,248 shares; 2025Q1: 11,492 shares; 2025Q2: 15,352 shares; 2025Q3: 17,199 shares; 2025Q4: 28,441 shares; 2026Q1: 26,770 shares; 2026Q2: 15,811 shares 15,811 $211K 0.02% -10,959 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,346 shares 2,346 $211K 0.02% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,198 shares; 2024Q4: 3,626 shares; 2025Q1: 3,593 shares; 2025Q2: 1,951 shares; 2025Q3: 1,936 shares; 2025Q4: 1,932 shares; 2026Q1: 1,927 shares; 2026Q2: 1,921 shares 1,921 $210K 0.02% -6 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI 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: 9,383 shares; 2025Q4: 11,262 shares; 2026Q1: 11,397 shares; 2026Q2: 11,442 shares 11,442 $205K 0.02% +45 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: not reported; 2026Q2: 3,604 shares 3,604 $203K 0.02% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,398 shares; 2025Q3: 1,393 shares; 2025Q4: 1,415 shares; 2026Q1: not reported; 2026Q2: 826 shares 826 $203K 0.02% new Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER 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: 5,129 shares; 2026Q2: 5,126 shares 5,126 $202K 0.02% -3 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,333 shares 1,333 $202K 0.02% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,092 shares 2,092 $202K 0.02% new Timeline OKTA OKTA INC More: the full row for OKTA 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: 1,479 shares 1,479 $202K 0.02% new Timeline TSLL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,516 shares; 2025Q1: 11,050 shares; 2025Q2: 11,665 shares; 2025Q3: 11,802 shares; 2025Q4: 12,182 shares; 2026Q1: 12,287 shares; 2026Q2: 12,390 shares 12,390 $175K 0.02% +103 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,034 shares; 2024Q4: 12,125 shares; 2025Q1: 12,192 shares; 2025Q2: 12,434 shares; 2025Q3: not reported; 2025Q4: 10,027 shares; 2026Q1: 11,427 shares; 2026Q2: 11,638 shares 11,638 $161K 0.02% +211 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA 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: 10,423 shares 10,423 $144K 0.02% new Timeline FKWL FRANKLIN WIRELESS CORP More: the full row for FRANKLIN WIRELESS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,800 shares; 2025Q2: 13,800 shares; 2025Q3: 13,800 shares; 2025Q4: 14,500 shares; 2026Q1: 24,500 shares; 2026Q2: 48,500 shares 48,500 $123K 0.01% +24,000 Timeline NXDR NEXTDOOR HOLDINGS INC More: the full row for NEXTDOOR HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,161 shares; 2024Q4: 31,161 shares; 2025Q1: 31,161 shares; 2025Q2: 31,161 shares; 2025Q3: 31,161 shares; 2025Q4: 31,161 shares; 2026Q1: 31,161 shares; 2026Q2: 31,161 shares 31,161 $70.7K 0.01% 0 Timeline MDXG MIMEDX GROUP INC More: the full row for MIMEDX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,000 shares; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares; 2026Q1: 18,000 shares; 2026Q2: 18,138 shares 18,138 $69.8K 0.01% +138 Timeline IAUX I-80 GOLD CORP More: the full row for I-80 GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares; 2026Q2: 30,000 shares 30,000 $43.2K <0.01% 0 Timeline