QQQM 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: 773,368 shares; 2024Q4: 810,658 shares; 2025Q1: 839,751 shares; 2025Q2: 917,558 shares; 2025Q3: 888,907 shares; 2025Q4: 934,161 shares; 2026Q1: 1,003,302 shares; 2026Q2: 1,002,640 shares 1,002,640 $304M 8.11% -662 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,319,267 shares; 2024Q4: 1,383,781 shares; 2025Q1: 1,424,985 shares; 2025Q2: 1,578,456 shares; 2025Q3: 1,527,305 shares; 2025Q4: 136,524 shares; 2026Q1: 1,721,557 shares; 2026Q2: 1,789,081 shares 1,789,081 $213M 5.68% +67,524 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: 996,537 shares; 2024Q4: 974,386 shares; 2025Q1: 975,394 shares; 2025Q2: 954,071 shares; 2025Q3: 939,223 shares; 2025Q4: 857,514 shares; 2026Q1: 839,990 shares; 2026Q2: 838,142 shares 838,142 $168M 4.48% -1,848 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,767,302 shares; 2024Q4: 1,865,202 shares; 2025Q1: 2,012,915 shares; 2025Q2: 2,096,598 shares; 2025Q3: 2,293,918 shares; 2025Q4: 2,410,365 shares; 2026Q1: 2,552,495 shares; 2026Q2: 2,693,155 shares 2,693,155 $164M 4.37% +140,660 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 770,126 shares; 2024Q4: 828,411 shares; 2025Q1: 1,000,016 shares; 2025Q2: 1,129,325 shares; 2025Q3: 1,370,358 shares; 2025Q4: 1,486,642 shares; 2026Q1: 1,575,292 shares; 2026Q2: 1,680,304 shares 1,680,304 $160M 4.28% +105,012 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 725,693 shares; 2024Q4: 765,921 shares; 2025Q1: 847,280 shares; 2025Q2: 850,718 shares; 2025Q3: 989,763 shares; 2025Q4: 1,073,583 shares; 2026Q1: 1,245,263 shares; 2026Q2: 1,395,122 shares 1,395,122 $138M 3.69% +149,859 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: 308,277 shares; 2024Q4: 315,401 shares; 2025Q1: 326,612 shares; 2025Q2: 350,042 shares; 2025Q3: 329,432 shares; 2025Q4: 672,297 shares; 2026Q1: 695,091 shares; 2026Q2: 658,332 shares 658,332 $125M 3.35% -36,759 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: 368,983 shares; 2024Q4: 365,292 shares; 2025Q1: 376,678 shares; 2025Q2: 377,863 shares; 2025Q3: 382,380 shares; 2025Q4: 403,403 shares; 2026Q1: 404,232 shares; 2026Q2: 415,258 shares 415,258 $120M 3.21% +11,026 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: 274,931 shares; 2024Q4: 262,352 shares; 2025Q1: 235,919 shares; 2025Q2: 223,046 shares; 2025Q3: 204,011 shares; 2025Q4: 202,174 shares; 2026Q1: 282,979 shares; 2026Q2: 279,997 shares 279,997 $118M 3.14% -2,982 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: 237,633 shares; 2024Q4: 253,542 shares; 2025Q1: 265,678 shares; 2025Q2: 265,302 shares; 2025Q3: 273,093 shares; 2025Q4: 275,943 shares; 2026Q1: 271,525 shares; 2026Q2: 279,232 shares 279,232 $98.7M 2.63% +7,707 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: 1,003,906 shares; 2024Q4: 1,052,922 shares; 2025Q1: 1,036,357 shares; 2025Q2: 1,073,396 shares; 2025Q3: 1,251,067 shares; 2025Q4: 1,333,583 shares; 2026Q1: 1,486,023 shares; 2026Q2: 1,643,386 shares 1,643,386 $88.1M 2.35% +157,363 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 238,456 shares; 2024Q4: 244,535 shares; 2025Q1: 241,292 shares; 2025Q2: 259,877 shares; 2025Q3: 267,216 shares; 2025Q4: 549,871 shares; 2026Q1: 578,818 shares; 2026Q2: 644,178 shares 644,178 $75.5M 2.02% +65,360 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,420 shares; 2024Q4: 43,990 shares; 2025Q1: 38,635 shares; 2025Q2: 156,338 shares; 2025Q3: 141,521 shares; 2025Q4: 145,143 shares; 2026Q1: 133,860 shares; 2026Q2: 111,185 shares 111,185 $71.2M 1.9% -22,675 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 314,631 shares; 2024Q4: 317,567 shares; 2025Q1: 334,287 shares; 2025Q2: 321,458 shares; 2025Q3: 383,063 shares; 2025Q4: 395,704 shares; 2026Q1: 387,824 shares; 2026Q2: 417,803 shares 417,803 $66.3M 1.77% +29,979 Timeline LGLV 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: 238,752 shares; 2024Q4: 250,944 shares; 2025Q1: 261,114 shares; 2025Q2: 259,539 shares; 2025Q3: 297,844 shares; 2025Q4: 315,628 shares; 2026Q1: 309,038 shares; 2026Q2: 344,896 shares 344,896 $62.6M 1.67% +35,858 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: 134,593 shares; 2024Q4: 136,679 shares; 2025Q1: 136,773 shares; 2025Q2: 134,616 shares; 2025Q3: 135,402 shares; 2025Q4: 133,930 shares; 2026Q1: 144,455 shares; 2026Q2: 160,066 shares 160,066 $59.7M 1.59% +15,611 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: 632,126 shares; 2024Q4: 1,908,587 shares; 2025Q1: 1,926,141 shares; 2025Q2: 1,915,554 shares; 2025Q3: 1,903,678 shares; 2025Q4: 1,888,374 shares; 2026Q1: 1,729,734 shares; 2026Q2: 1,699,724 shares 1,699,724 $53.9M 1.44% -30,010 Timeline PWZ 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: 1,166,001 shares; 2024Q4: 1,230,304 shares; 2025Q1: 1,312,859 shares; 2025Q2: 1,219,896 shares; 2025Q3: 1,732,806 shares; 2025Q4: 1,749,867 shares; 2026Q1: 1,912,976 shares; 2026Q2: 2,093,022 shares 2,093,022 $51.3M 1.37% +180,046 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,566 shares; 2024Q4: 80,305 shares; 2025Q1: 107,634 shares; 2025Q2: 120,433 shares; 2025Q3: 164,010 shares; 2025Q4: 200,586 shares; 2026Q1: 1,167,140 shares; 2026Q2: 1,377,743 shares 1,377,743 $51M 1.36% +210,603 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: 170,800 shares; 2024Q4: 177,450 shares; 2025Q1: 182,610 shares; 2025Q2: 180,914 shares; 2025Q3: 186,806 shares; 2025Q4: 196,357 shares; 2026Q1: 201,720 shares; 2026Q2: 209,324 shares 209,324 $49.9M 1.33% +7,604 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: not reported; 2025Q3: not reported; 2025Q4: 2,056 shares; 2026Q1: 30,969 shares; 2026Q2: 43,055 shares 43,055 $49.7M 1.33% +12,086 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,118,303 shares; 2024Q4: 1,200,094 shares; 2025Q1: 1,326,596 shares; 2025Q2: 1,340,903 shares; 2025Q3: 1,263,871 shares; 2025Q4: 203,753 shares; 2026Q1: 1,513,411 shares; 2026Q2: 1,703,349 shares 1,703,349 $49.5M 1.32% +189,938 Timeline SMMD 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: 115,875 shares; 2025Q3: 443,973 shares; 2025Q4: 471,055 shares; 2026Q1: 502,333 shares; 2026Q2: 519,296 shares 519,296 $47.6M 1.27% +16,963 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 569,035 shares; 2024Q4: 585,416 shares; 2025Q1: 656,814 shares; 2025Q2: 665,709 shares; 2025Q3: 1,119,208 shares; 2025Q4: 1,208,147 shares; 2026Q1: 1,411,255 shares; 2026Q2: 1,598,899 shares 1,598,899 $46.4M 1.24% +187,644 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 777,258 shares; 2024Q4: 827,991 shares; 2025Q1: 833,204 shares; 2025Q2: 861,670 shares; 2025Q3: 849,030 shares; 2025Q4: 857,820 shares; 2026Q1: 858,108 shares; 2026Q2: 907,151 shares 907,151 $44.7M 1.19% +49,043 Timeline XLP 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: 264,141 shares; 2024Q4: 282,487 shares; 2025Q1: 306,980 shares; 2025Q2: 315,034 shares; 2025Q3: 373,147 shares; 2025Q4: 404,052 shares; 2026Q1: 447,166 shares; 2026Q2: 489,162 shares 489,162 $40.6M 1.08% +41,996 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 777,784 shares; 2024Q4: 803,563 shares; 2025Q1: 783,548 shares; 2025Q2: 845,883 shares; 2025Q3: 767,749 shares; 2025Q4: 776,868 shares; 2026Q1: 808,098 shares; 2026Q2: 821,015 shares 821,015 $38.8M 1.03% +12,917 Timeline SPMD 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: 351,428 shares; 2024Q4: 373,892 shares; 2025Q1: 398,375 shares; 2025Q2: 420,465 shares; 2025Q3: 443,919 shares; 2025Q4: 470,304 shares; 2026Q1: 499,427 shares; 2026Q2: 522,957 shares 522,957 $35.3M 0.94% +23,530 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: 316,047 shares; 2024Q4: 328,653 shares; 2025Q1: 320,632 shares; 2025Q2: 338,493 shares; 2025Q3: 285,277 shares; 2025Q4: 297,306 shares; 2026Q1: 305,213 shares; 2026Q2: 329,736 shares 329,736 $35.3M 0.94% +24,523 Timeline XAR 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: 101,453 shares; 2024Q4: 107,753 shares; 2025Q1: 108,162 shares; 2025Q2: 117,729 shares; 2025Q3: 114,711 shares; 2025Q4: 118,640 shares; 2026Q1: 116,265 shares; 2026Q2: 123,156 shares 123,156 $35M 0.93% +6,891 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 243,969 shares; 2024Q4: 266,807 shares; 2025Q1: 350,981 shares; 2025Q2: 539,982 shares; 2025Q3: 597,737 shares; 2025Q4: 652,830 shares; 2026Q1: 607,469 shares; 2026Q2: 643,064 shares 643,064 $32.5M 0.87% +35,595 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,746 shares; 2024Q4: 5,592 shares; 2025Q1: 5,467 shares; 2025Q2: 6,215 shares; 2025Q3: 6,483 shares; 2025Q4: 7,277 shares; 2026Q1: 57,533 shares; 2026Q2: 56,682 shares 56,682 $31.8M 0.85% -851 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: 10,655 shares; 2024Q4: 11,514 shares; 2025Q1: 17,592 shares; 2025Q2: 22,127 shares; 2025Q3: 25,834 shares; 2025Q4: 24,730 shares; 2026Q1: 52,064 shares; 2026Q2: 53,815 shares 53,815 $30.3M 0.81% +1,751 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: 37,115 shares; 2024Q4: 39,928 shares; 2025Q1: 40,288 shares; 2025Q2: 41,817 shares; 2025Q3: 41,777 shares; 2025Q4: 41,483 shares; 2026Q1: 39,387 shares; 2026Q2: 39,310 shares 39,310 $29.4M 0.79% -77 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: 36,602 shares; 2024Q4: 36,786 shares; 2025Q1: 35,785 shares; 2025Q2: 34,359 shares; 2025Q3: 34,301 shares; 2025Q4: 339,007 shares; 2026Q1: 378,155 shares; 2026Q2: 404,891 shares 404,891 $28.9M 0.77% +26,736 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,008 shares; 2024Q4: 123,664 shares; 2025Q1: 128,607 shares; 2025Q2: 136,101 shares; 2025Q3: 140,838 shares; 2025Q4: 149,621 shares; 2026Q1: 148,826 shares; 2026Q2: 155,894 shares 155,894 $28.9M 0.77% +7,068 Timeline GK ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 820,976 shares; 2024Q4: 882,506 shares; 2025Q1: 894,995 shares; 2025Q2: 906,950 shares; 2025Q3: 920,489 shares; 2025Q4: 934,728 shares; 2026Q1: 948,306 shares; 2026Q2: 966,802 shares 966,802 $28.8M 0.77% +18,496 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: 675 shares; 2025Q1: 11,925 shares; 2025Q2: 14,364 shares; 2025Q3: 15,482 shares; 2025Q4: 19,159 shares; 2026Q1: 20,601 shares; 2026Q2: 21,372 shares 21,372 $25.1M 0.67% +771 Timeline XLRE 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: 367,716 shares; 2024Q4: 387,972 shares; 2025Q1: 425,027 shares; 2025Q2: 433,477 shares; 2025Q3: 495,903 shares; 2025Q4: 520,262 shares; 2026Q1: 581,690 shares; 2026Q2: 558,459 shares 558,459 $24.6M 0.66% -23,231 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: 323,963 shares; 2024Q4: 351,713 shares; 2025Q1: 387,490 shares; 2025Q2: 397,039 shares; 2025Q3: 411,727 shares; 2025Q4: 417,161 shares; 2026Q1: 461,973 shares; 2026Q2: 507,618 shares 507,618 $24.3M 0.65% +45,645 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,910 shares; 2025Q3: 30,763 shares; 2025Q4: 48,560 shares; 2026Q1: 471,124 shares; 2026Q2: 635,086 shares 635,086 $23.1M 0.62% +163,962 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: 26,062 shares; 2024Q4: 28,409 shares; 2025Q1: 30,411 shares; 2025Q2: 28,541 shares; 2025Q3: 28,287 shares; 2025Q4: 33,080 shares; 2026Q1: 30,205 shares; 2026Q2: 29,756 shares 29,756 $21.9M 0.59% -449 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: 26,318 shares; 2024Q4: 32,719 shares; 2025Q1: 40,612 shares; 2025Q2: 41,362 shares; 2025Q3: 43,934 shares; 2025Q4: 54,191 shares; 2026Q1: 57,215 shares; 2026Q2: 57,328 shares 57,328 $21.7M 0.58% +113 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,331 shares; 2024Q4: 78,136 shares; 2025Q1: 77,179 shares; 2025Q2: 79,757 shares; 2025Q3: 100,993 shares; 2025Q4: 103,282 shares; 2026Q1: 103,332 shares; 2026Q2: 106,697 shares 106,697 $21.6M 0.58% +3,365 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: 40,219 shares; 2024Q4: 44,831 shares; 2025Q1: 47,450 shares; 2025Q2: 50,843 shares; 2025Q3: 52,367 shares; 2025Q4: 56,080 shares; 2026Q1: 54,285 shares; 2026Q2: 57,600 shares 57,600 $20.6M 0.55% +3,315 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: 2,059 shares; 2024Q4: 6,522 shares; 2025Q1: 7,745 shares; 2025Q2: 9,472 shares; 2025Q3: 9,795 shares; 2025Q4: 12,075 shares; 2026Q1: 13,932 shares; 2026Q2: 17,030 shares 17,030 $20.4M 0.55% +3,098 Timeline PZA 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: 381,039 shares; 2024Q4: 380,748 shares; 2025Q1: 463,054 shares; 2025Q2: 499,706 shares; 2025Q3: 677,032 shares; 2025Q4: 679,313 shares; 2026Q1: 734,645 shares; 2026Q2: 808,140 shares 808,140 $19M 0.51% +73,495 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: 23,738 shares; 2024Q4: 23,728 shares; 2025Q1: 24,955 shares; 2025Q2: 25,178 shares; 2025Q3: 25,151 shares; 2025Q4: 25,376 shares; 2026Q1: 25,230 shares; 2026Q2: 25,360 shares 25,360 $18.9M 0.51% +130 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,242 shares; 2024Q4: 143,401 shares; 2025Q1: 147,696 shares; 2025Q2: 125,776 shares; 2025Q3: 137,633 shares; 2025Q4: 144,273 shares; 2026Q1: 152,543 shares; 2026Q2: 161,101 shares 161,101 $18.2M 0.49% +8,558 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 298,687 shares; 2024Q4: 284,102 shares; 2025Q1: 273,384 shares; 2025Q2: 386,673 shares; 2025Q3: 412,244 shares; 2025Q4: 432,437 shares; 2026Q1: 447,730 shares; 2026Q2: 445,173 shares 445,173 $18.1M 0.48% -2,557 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: 13,838 shares; 2024Q4: 14,624 shares; 2025Q1: 14,248 shares; 2025Q2: 42,084 shares; 2025Q3: 42,565 shares; 2025Q4: 42,301 shares; 2026Q1: 143,282 shares; 2026Q2: 155,965 shares 155,965 $17.8M 0.48% +12,683 Timeline PAVE 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: 249,576 shares; 2024Q4: 253,856 shares; 2025Q1: 262,632 shares; 2025Q2: 267,513 shares; 2025Q3: 276,250 shares; 2025Q4: 269,811 shares; 2026Q1: 274,026 shares; 2026Q2: 274,009 shares 274,009 $16.1M 0.43% -17 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: 14,159 shares; 2024Q4: 16,462 shares; 2025Q1: 18,499 shares; 2025Q2: 19,780 shares; 2025Q3: 20,114 shares; 2025Q4: 23,266 shares; 2026Q1: 23,129 shares; 2026Q2: 25,295 shares 25,295 $12.7M 0.34% +2,166 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177,764 shares; 2024Q4: 177,479 shares; 2025Q1: 185,657 shares; 2025Q2: 188,962 shares; 2025Q3: 193,075 shares; 2025Q4: 195,859 shares; 2026Q1: 190,331 shares; 2026Q2: 189,522 shares 189,522 $11.4M 0.3% -809 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 33,517 shares; 2026Q1: 25,531 shares; 2026Q2: 23,553 shares 23,553 $11.4M 0.3% -1,978 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,140 shares; 2024Q4: 1,140 shares; 2025Q1: 1,173 shares; 2025Q2: 18,733 shares; 2025Q3: 20,064 shares; 2025Q4: 20,765 shares; 2026Q1: 22,111 shares; 2026Q2: 89,149 shares 89,149 $11.1M 0.3% +67,038 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: 126,118 shares; 2024Q4: 124,079 shares; 2025Q1: 122,441 shares; 2025Q2: 121,516 shares; 2025Q3: 120,927 shares; 2025Q4: 119,794 shares; 2026Q1: 114,115 shares; 2026Q2: 112,746 shares 112,746 $10.9M 0.29% -1,369 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL 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: 53,558 shares; 2026Q1: 59,295 shares; 2026Q2: 60,947 shares 60,947 $10.7M 0.29% +1,652 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: 22,886 shares; 2024Q4: 23,208 shares; 2025Q1: 23,276 shares; 2025Q2: 23,420 shares; 2025Q3: 23,923 shares; 2025Q4: 24,555 shares; 2026Q1: 24,922 shares; 2026Q2: 28,436 shares 28,436 $10.5M 0.28% +3,514 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: 6,849 shares; 2024Q4: 7,278 shares; 2025Q1: 9,022 shares; 2025Q2: 9,426 shares; 2025Q3: 10,912 shares; 2025Q4: 11,867 shares; 2026Q1: 12,359 shares; 2026Q2: 15,266 shares 15,266 $10.5M 0.28% +2,907 Timeline CLIP 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: 23,250 shares; 2024Q4: 27,923 shares; 2025Q1: 28,331 shares; 2025Q2: 48,405 shares; 2025Q3: 50,621 shares; 2025Q4: 88,083 shares; 2026Q1: 108,770 shares; 2026Q2: 101,301 shares 101,301 $10.2M 0.27% -7,469 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217,305 shares; 2024Q4: 230,012 shares; 2025Q1: 234,539 shares; 2025Q2: 232,156 shares; 2025Q3: 233,680 shares; 2025Q4: 237,326 shares; 2026Q1: 238,837 shares; 2026Q2: 237,757 shares 237,757 $10.1M 0.27% -1,080 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 437,806 shares; 2024Q4: 417,388 shares; 2025Q1: 401,011 shares; 2025Q2: 394,187 shares; 2025Q3: 399,150 shares; 2025Q4: 382,182 shares; 2026Q1: 345,518 shares; 2026Q2: 333,333 shares 333,333 $8.85M 0.24% -12,185 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 166,754 shares; 2024Q4: 169,862 shares; 2025Q1: 171,679 shares; 2025Q2: 180,809 shares; 2025Q3: 187,703 shares; 2025Q4: 191,895 shares; 2026Q1: 194,150 shares; 2026Q2: 194,825 shares 194,825 $8.67M 0.23% +675 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY 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: 5,412 shares; 2026Q1: 9,136 shares; 2026Q2: 28,327 shares 28,327 $8.57M 0.23% +19,191 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,092 shares; 2024Q4: 25,190 shares; 2025Q1: 58,019 shares; 2025Q2: 105,287 shares; 2025Q3: 125,429 shares; 2025Q4: 147,645 shares; 2026Q1: 162,881 shares; 2026Q2: 196,542 shares 196,542 $8.34M 0.22% +33,661 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,769 shares; 2024Q4: 64,732 shares; 2025Q1: 64,559 shares; 2025Q2: 71,302 shares; 2025Q3: 75,549 shares; 2025Q4: 73,957 shares; 2026Q1: 75,230 shares; 2026Q2: 77,176 shares 77,176 $8.31M 0.22% +1,946 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: 76,631 shares; 2024Q4: 81,044 shares; 2025Q1: 115,923 shares; 2025Q2: 127,716 shares; 2025Q3: 131,921 shares; 2025Q4: 23,047 shares; 2026Q1: 126,520 shares; 2026Q2: 109,489 shares 109,489 $8.27M 0.22% -17,031 Timeline SPAB 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: 417,314 shares; 2024Q4: 436,953 shares; 2025Q1: 405,393 shares; 2025Q2: 385,344 shares; 2025Q3: 386,754 shares; 2025Q4: 390,669 shares; 2026Q1: 314,145 shares; 2026Q2: 310,239 shares 310,239 $7.92M 0.21% -3,906 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: 3,359 shares; 2024Q4: 2,580 shares; 2025Q1: 2,826 shares; 2025Q2: 1,251 shares; 2025Q3: 1,410 shares; 2025Q4: 3,167 shares; 2026Q1: 3,577 shares; 2026Q2: 3,929 shares 3,929 $7.82M 0.21% +352 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: 5,534 shares; 2026Q1: 9,488 shares; 2026Q2: 10,707 shares 10,707 $7.71M 0.21% +1,219 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 185,425 shares; 2026Q2: 205,040 shares 205,040 $7.49M 0.2% +19,615 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: 13,001 shares; 2024Q4: 13,207 shares; 2025Q1: 16,319 shares; 2025Q2: 17,801 shares; 2025Q3: 20,528 shares; 2025Q4: 23,816 shares; 2026Q1: 23,023 shares; 2026Q2: 22,544 shares 22,544 $7.38M 0.2% -479 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: 7,483 shares; 2024Q4: 15,308 shares; 2025Q1: 15,658 shares; 2025Q2: 16,022 shares; 2025Q3: 16,992 shares; 2025Q4: 20,880 shares; 2026Q1: 20,882 shares; 2026Q2: 20,715 shares 20,715 $7.06M 0.19% -167 Timeline SPSM 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: 636,230 shares; 2024Q4: 674,962 shares; 2025Q1: 724,357 shares; 2025Q2: 635,762 shares; 2025Q3: 156,339 shares; 2025Q4: 151,085 shares; 2026Q1: 124,320 shares; 2026Q2: 119,998 shares 119,998 $6.92M 0.18% -4,322 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: 37,464 shares; 2024Q4: 37,767 shares; 2025Q1: 38,091 shares; 2025Q2: 37,545 shares; 2025Q3: 37,564 shares; 2025Q4: 33,775 shares; 2026Q1: 27,235 shares; 2026Q2: 19,556 shares 19,556 $6.9M 0.18% -7,679 Timeline QQQJ 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: 157,883 shares; 2024Q4: 169,806 shares; 2025Q1: 166,608 shares; 2025Q2: 167,258 shares; 2025Q3: 170,184 shares; 2025Q4: 169,107 shares; 2026Q1: 152,956 shares; 2026Q2: 151,066 shares 151,066 $6.86M 0.18% -1,890 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,373 shares; 2024Q4: 10,833 shares; 2025Q1: 11,045 shares; 2025Q2: 11,798 shares; 2025Q3: 12,370 shares; 2025Q4: 12,584 shares; 2026Q1: 11,811 shares; 2026Q2: 13,339 shares 13,339 $6.55M 0.17% +1,528 Timeline EFA 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: 9,228 shares; 2025Q2: 28,684 shares; 2025Q3: 44,854 shares; 2025Q4: 52,338 shares; 2026Q1: 59,420 shares; 2026Q2: 61,678 shares 61,678 $6.41M 0.17% +2,258 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: 16,425 shares; 2024Q4: 14,567 shares; 2025Q1: 6,572 shares; 2025Q2: 5,928 shares; 2025Q3: 7,343 shares; 2025Q4: 7,083 shares; 2026Q1: 7,503 shares; 2026Q2: 10,996 shares 10,996 $6.39M 0.17% +3,493 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: 3,296 shares; 2024Q4: 3,759 shares; 2025Q1: 4,449 shares; 2025Q2: 5,966 shares; 2025Q3: 8,057 shares; 2025Q4: 8,950 shares; 2026Q1: 7,687 shares; 2026Q2: 8,351 shares 8,351 $6.37M 0.17% +664 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 251,599 shares; 2024Q4: 272,917 shares; 2025Q1: 267,530 shares; 2025Q2: 217,404 shares; 2025Q3: 217,487 shares; 2025Q4: 225,512 shares; 2026Q1: 203,233 shares; 2026Q2: 198,109 shares 198,109 $6.04M 0.16% -5,124 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: 123,159 shares; 2024Q4: 123,515 shares; 2025Q1: 122,786 shares; 2025Q2: 100,843 shares; 2025Q3: 95,733 shares; 2025Q4: 86,797 shares; 2026Q1: 70,342 shares; 2026Q2: 62,025 shares 62,025 $5.97M 0.16% -8,317 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: 4,017 shares; 2024Q4: 4,129 shares; 2025Q1: 4,071 shares; 2025Q2: 4,893 shares; 2025Q3: 5,148 shares; 2025Q4: 5,498 shares; 2026Q1: 5,941 shares; 2026Q2: 6,181 shares 6,181 $5.78M 0.15% +240 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,915 shares; 2024Q4: 14,028 shares; 2025Q1: 20,163 shares; 2025Q2: 22,691 shares; 2025Q3: 49,942 shares; 2025Q4: 41,114 shares; 2026Q1: 83,506 shares; 2026Q2: 99,938 shares 99,938 $5.76M 0.15% +16,432 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,250 shares; 2024Q4: 59,087 shares; 2025Q1: 74,190 shares; 2025Q2: 91,327 shares; 2025Q3: 106,489 shares; 2025Q4: 123,671 shares; 2026Q1: 135,658 shares; 2026Q2: 149,187 shares 149,187 $5.66M 0.15% +13,529 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: 10,489 shares; 2024Q4: 16,036 shares; 2025Q1: 21,751 shares; 2025Q2: 57,410 shares; 2025Q3: 73,093 shares; 2025Q4: 73,429 shares; 2026Q1: 82,852 shares; 2026Q2: 82,640 shares 82,640 $5.42M 0.14% -212 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,056 shares; 2024Q4: 28,722 shares; 2025Q1: 29,833 shares; 2025Q2: 32,845 shares; 2025Q3: 33,860 shares; 2025Q4: 36,645 shares; 2026Q1: 37,957 shares; 2026Q2: 41,962 shares 41,962 $5.35M 0.14% +4,005 Timeline XHB 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: 41,338 shares; 2024Q4: 41,018 shares; 2025Q1: 45,143 shares; 2025Q2: 46,728 shares; 2025Q3: 39,923 shares; 2025Q4: 40,511 shares; 2026Q1: 42,480 shares; 2026Q2: 45,866 shares 45,866 $5.3M 0.14% +3,386 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,105 shares; 2024Q4: 102,111 shares; 2025Q1: 102,105 shares; 2025Q2: 97,105 shares; 2025Q3: 95,073 shares; 2025Q4: 95,253 shares; 2026Q1: 99,045 shares; 2026Q2: 100,135 shares 100,135 $5.1M 0.14% +1,090 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,610 shares; 2024Q4: 87,578 shares; 2025Q1: 83,453 shares; 2025Q2: 80,391 shares; 2025Q3: 62,165 shares; 2025Q4: 61,722 shares; 2026Q1: 54,767 shares; 2026Q2: 55,381 shares 55,381 $4.87M 0.13% +614 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: 10,041 shares; 2024Q4: 28,382 shares; 2025Q1: 38,213 shares; 2025Q2: 41,485 shares; 2025Q3: 42,338 shares; 2025Q4: 44,881 shares; 2026Q1: 43,520 shares; 2026Q2: 41,213 shares 41,213 $4.67M 0.12% -2,307 Timeline VOLT TEMA ETF TRUST More: the full row for TEMA 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: 35,094 shares; 2026Q1: 84,379 shares; 2026Q2: 110,284 shares 110,284 $4.62M 0.12% +25,905 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: 11,189 shares; 2024Q4: 12,091 shares; 2025Q1: 12,093 shares; 2025Q2: 12,264 shares; 2025Q3: 12,427 shares; 2025Q4: 12,667 shares; 2026Q1: 37,659 shares; 2026Q2: 38,183 shares 38,183 $4.45M 0.12% +524 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,597 shares; 2024Q4: 193,499 shares; 2025Q1: 185,884 shares; 2025Q2: 183,199 shares; 2025Q3: 180,567 shares; 2025Q4: 173,273 shares; 2026Q1: 174,783 shares; 2026Q2: 84,282 shares 84,282 $4.16M 0.11% -90,501 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: 71,877 shares; 2024Q4: 74,415 shares; 2025Q1: 74,137 shares; 2025Q2: 73,739 shares; 2025Q3: 74,564 shares; 2025Q4: 73,862 shares; 2026Q1: 36,742 shares; 2026Q2: 35,012 shares 35,012 $4.12M 0.11% -1,730 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: 1,478 shares; 2024Q4: 1,505 shares; 2025Q1: 2,798 shares; 2025Q2: 3,612 shares; 2025Q3: 3,852 shares; 2025Q4: 5,374 shares; 2026Q1: 7,675 shares; 2026Q2: 8,475 shares 8,475 $4.05M 0.11% +800 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: 907 shares; 2024Q4: 80,355 shares; 2025Q1: 95,117 shares; 2025Q2: 6,966 shares; 2025Q3: 6,018 shares; 2025Q4: 6,428 shares; 2026Q1: 6,139 shares; 2026Q2: 5,965 shares 5,965 $3.91M 0.1% -174 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: 8,103 shares; 2025Q4: 14,350 shares; 2026Q1: 23,807 shares; 2026Q2: 37,385 shares 37,385 $3.76M 0.1% +13,578 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,988 shares; 2024Q4: 63,162 shares; 2025Q1: 62,886 shares; 2025Q2: 51,734 shares; 2025Q3: 50,786 shares; 2025Q4: 50,664 shares; 2026Q1: 44,637 shares; 2026Q2: 34,451 shares 34,451 $3.6M 0.1% -10,186 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,210 shares; 2024Q4: 16,361 shares; 2025Q1: 16,847 shares; 2025Q2: 16,898 shares; 2025Q3: 16,198 shares; 2025Q4: 15,992 shares; 2026Q1: 14,559 shares; 2026Q2: 14,241 shares 14,241 $3.45M 0.09% -318 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,313 shares; 2025Q1: 49,157 shares; 2025Q2: 68,105 shares; 2025Q3: 92,535 shares; 2025Q4: 90,992 shares; 2026Q1: 84,332 shares; 2026Q2: 67,246 shares 67,246 $3.35M 0.09% -17,086 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,349 shares; 2024Q4: 25,360 shares; 2025Q1: 24,536 shares; 2025Q2: 22,425 shares; 2025Q3: 22,526 shares; 2025Q4: 23,038 shares; 2026Q1: 23,143 shares; 2026Q2: 24,266 shares 24,266 $3.29M 0.09% +1,123 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,137 shares; 2025Q4: 16,861 shares; 2026Q1: 16,876 shares; 2026Q2: 10,865 shares 10,865 $3.24M 0.09% -6,011 Timeline GBIL 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: 1,595 shares; 2025Q1: 6,908 shares; 2025Q2: 3,998 shares; 2025Q3: 3,013 shares; 2025Q4: 18,164 shares; 2026Q1: 22,113 shares; 2026Q2: 31,497 shares 31,497 $3.15M 0.08% +9,384 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: 6,109 shares; 2024Q4: 6,279 shares; 2025Q1: 6,571 shares; 2025Q2: 6,938 shares; 2025Q3: 7,763 shares; 2025Q4: 7,821 shares; 2026Q1: 8,516 shares; 2026Q2: 8,367 shares 8,367 $3.08M 0.08% -149 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,716 shares; 2024Q4: 8,012 shares; 2025Q1: 7,602 shares; 2025Q2: 6,264 shares; 2025Q3: 5,586 shares; 2025Q4: 5,210 shares; 2026Q1: 4,952 shares; 2026Q2: 4,845 shares 4,845 $3.02M 0.08% -107 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: 15,801 shares; 2024Q4: 16,455 shares; 2025Q1: 11,334 shares; 2025Q2: 11,503 shares; 2025Q3: 10,698 shares; 2025Q4: 2,872 shares; 2026Q1: 10,147 shares; 2026Q2: 10,002 shares 10,002 $3.01M 0.08% -145 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: 5,812 shares; 2024Q4: 6,065 shares; 2025Q1: 6,262 shares; 2025Q2: 6,423 shares; 2025Q3: 6,741 shares; 2025Q4: 7,348 shares; 2026Q1: 7,786 shares; 2026Q2: 8,557 shares 8,557 $2.94M 0.08% +771 Timeline PBE INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217,041 shares; 2024Q4: 223,568 shares; 2025Q1: 243,959 shares; 2025Q2: 254,172 shares; 2025Q3: 46,137 shares; 2025Q4: 42,909 shares; 2026Q1: 35,240 shares; 2026Q2: 31,666 shares 31,666 $2.84M 0.08% -3,574 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH 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: 1,537 shares; 2026Q2: 12,688 shares 12,688 $2.74M 0.07% +11,151 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,234 shares; 2024Q4: 36,253 shares; 2025Q1: 33,531 shares; 2025Q2: 32,370 shares; 2025Q3: 30,943 shares; 2025Q4: 30,445 shares; 2026Q1: 29,626 shares; 2026Q2: 30,529 shares 30,529 $2.68M 0.07% +903 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: 6,663 shares; 2024Q4: 6,644 shares; 2025Q1: 6,606 shares; 2025Q2: 6,667 shares; 2025Q3: 7,224 shares; 2025Q4: 7,607 shares; 2026Q1: 7,505 shares; 2026Q2: 7,362 shares 7,362 $2.67M 0.07% -143 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: 7,414 shares; 2024Q4: 10,340 shares; 2025Q1: 10,651 shares; 2025Q2: 10,273 shares; 2025Q3: 10,227 shares; 2025Q4: 10,318 shares; 2026Q1: 10,696 shares; 2026Q2: 10,560 shares 10,560 $2.5M 0.07% -136 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: 79,945 shares; 2024Q4: 61,769 shares; 2025Q1: 59,402 shares; 2025Q2: 57,370 shares; 2025Q3: 58,185 shares; 2025Q4: 56,479 shares; 2026Q1: 56,485 shares; 2026Q2: 33,485 shares 33,485 $2.42M 0.06% -23,000 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: 34,601 shares; 2024Q4: 51,942 shares; 2025Q1: 55,131 shares; 2025Q2: 56,979 shares; 2025Q3: 68,199 shares; 2025Q4: 77,416 shares; 2026Q1: 74,695 shares; 2026Q2: 70,355 shares 70,355 $2.34M 0.06% -4,340 Timeline IBND 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: 18,425 shares; 2025Q3: 43,327 shares; 2025Q4: 58,982 shares; 2026Q1: 66,112 shares; 2026Q2: 73,330 shares 73,330 $2.29M 0.06% +7,218 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,237 shares; 2024Q4: 11,060 shares; 2025Q1: 11,392 shares; 2025Q2: 11,763 shares; 2025Q3: 11,333 shares; 2025Q4: 11,710 shares; 2026Q1: 12,272 shares; 2026Q2: 10,645 shares 10,645 $2.27M 0.06% -1,627 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,376 shares; 2024Q4: 5,507 shares; 2025Q1: 5,135 shares; 2025Q2: 4,883 shares; 2025Q3: 4,884 shares; 2025Q4: 4,670 shares; 2026Q1: 4,417 shares; 2026Q2: 4,331 shares 4,331 $2.21M 0.06% -86 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,574 shares; 2024Q4: 6,884 shares; 2025Q1: 7,988 shares; 2025Q2: 7,987 shares; 2025Q3: 7,606 shares; 2025Q4: 6,750 shares; 2026Q1: 6,702 shares; 2026Q2: 7,769 shares 7,769 $2.19M 0.06% +1,067 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,150 shares; 2024Q4: 9,001 shares; 2025Q1: 11,298 shares; 2025Q2: 11,269 shares; 2025Q3: 11,845 shares; 2025Q4: 11,535 shares; 2026Q1: 11,130 shares; 2026Q2: 11,926 shares 11,926 $2.14M 0.06% +796 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: 7,208 shares; 2025Q1: 7,220 shares; 2025Q2: 10,104 shares; 2025Q3: 10,767 shares; 2025Q4: 12,158 shares; 2026Q1: 11,975 shares; 2026Q2: 12,213 shares 12,213 $2.07M 0.06% +238 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,905 shares; 2024Q4: 40,505 shares; 2025Q1: 40,505 shares; 2025Q2: 41,005 shares; 2025Q3: 41,005 shares; 2025Q4: not reported; 2026Q1: 40,255 shares; 2026Q2: 40,255 shares 40,255 $2.03M 0.05% 0 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: 3,668 shares; 2024Q4: 3,700 shares; 2025Q1: 3,967 shares; 2025Q2: 3,979 shares; 2025Q3: 4,007 shares; 2025Q4: 3,789 shares; 2026Q1: 3,731 shares; 2026Q2: 23,391 shares 23,391 $2.01M 0.05% +19,660 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 607,967 shares; 2024Q4: 449,416 shares; 2025Q1: 339,322 shares; 2025Q2: 171,363 shares; 2025Q3: 125,524 shares; 2025Q4: 107,279 shares; 2026Q1: 85,710 shares; 2026Q2: 41,449 shares 41,449 $1.98M 0.05% -44,261 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,422 shares; 2024Q4: 22,010 shares; 2025Q1: 22,946 shares; 2025Q2: 22,526 shares; 2025Q3: 24,453 shares; 2025Q4: 24,687 shares; 2026Q1: 23,192 shares; 2026Q2: 22,655 shares 22,655 $1.94M 0.05% -537 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: 2,239 shares; 2024Q4: 2,320 shares; 2025Q1: 3,700 shares; 2025Q2: 4,088 shares; 2025Q3: 5,306 shares; 2025Q4: 5,659 shares; 2026Q1: 4,867 shares; 2026Q2: 12,221 shares 12,221 $1.91M 0.05% +7,354 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: 7,757 shares; 2024Q4: 8,053 shares; 2025Q1: 8,319 shares; 2025Q2: 8,768 shares; 2025Q3: 8,471 shares; 2025Q4: 8,470 shares; 2026Q1: 8,411 shares; 2026Q2: 8,680 shares 8,680 $1.89M 0.05% +269 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,672 shares; 2024Q4: 22,091 shares; 2025Q1: 20,489 shares; 2025Q2: 11,298 shares; 2025Q3: 10,612 shares; 2025Q4: 10,213 shares; 2026Q1: 10,386 shares; 2026Q2: 9,935 shares 9,935 $1.89M 0.05% -451 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: 943 shares; 2024Q4: 1,047 shares; 2025Q1: 1,625 shares; 2025Q2: 1,478 shares; 2025Q3: 1,507 shares; 2025Q4: 1,643 shares; 2026Q1: 1,692 shares; 2026Q2: 15,387 shares 15,387 $1.84M 0.05% +13,695 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: 40,442 shares; 2024Q4: 67,447 shares; 2025Q1: 21,851 shares; 2025Q2: 12,783 shares; 2025Q3: 10,014 shares; 2025Q4: 5,607 shares; 2026Q1: 4,594 shares; 2026Q2: 4,226 shares 4,226 $1.82M 0.05% -368 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: 8,032 shares; 2024Q4: 7,255 shares; 2025Q1: 14,077 shares; 2025Q2: 14,903 shares; 2025Q3: 15,290 shares; 2025Q4: 20,598 shares; 2026Q1: 22,838 shares; 2026Q2: 24,806 shares 24,806 $1.77M 0.05% +1,968 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,680 shares; 2024Q4: 35,250 shares; 2025Q1: 35,060 shares; 2025Q2: 34,980 shares; 2025Q3: 33,845 shares; 2025Q4: 34,003 shares; 2026Q1: 32,273 shares; 2026Q2: 31,873 shares 31,873 $1.76M 0.05% -400 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: 5,811 shares; 2024Q4: 5,988 shares; 2025Q1: 6,687 shares; 2025Q2: 7,604 shares; 2025Q3: 8,898 shares; 2025Q4: 9,311 shares; 2026Q1: 12,910 shares; 2026Q2: 12,832 shares 12,832 $1.75M 0.05% -78 Timeline SPIP 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: 17,064 shares; 2024Q4: 9,241 shares; 2025Q1: 10,221 shares; 2025Q2: 11,518 shares; 2025Q3: 52,600 shares; 2025Q4: 55,946 shares; 2026Q1: 61,669 shares; 2026Q2: 68,315 shares 68,315 $1.75M 0.05% +6,646 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,589 shares; 2024Q4: 3,380 shares; 2025Q1: 3,589 shares; 2025Q2: 5,604 shares; 2025Q3: 7,285 shares; 2025Q4: 7,272 shares; 2026Q1: 7,806 shares; 2026Q2: 10,589 shares 10,589 $1.74M 0.05% +2,783 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 990 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,108 shares; 2025Q3: 1,510 shares; 2025Q4: 2,679 shares; 2026Q1: 2,397 shares; 2026Q2: 2,343 shares 2,343 $1.69M 0.05% -54 Timeline JNK 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: 174,669 shares; 2024Q4: 184,998 shares; 2025Q1: 197,688 shares; 2025Q2: 206,451 shares; 2025Q3: 331,428 shares; 2025Q4: 359,998 shares; 2026Q1: 26,524 shares; 2026Q2: 17,421 shares 17,421 $1.68M 0.04% -9,103 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: 4,005 shares; 2024Q4: 4,064 shares; 2025Q1: 7,123 shares; 2025Q2: 7,297 shares; 2025Q3: 7,533 shares; 2025Q4: 7,594 shares; 2026Q1: 8,272 shares; 2026Q2: 8,122 shares 8,122 $1.54M 0.04% -150 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,845 shares; 2024Q4: 3,130 shares; 2025Q1: 3,269 shares; 2025Q2: 4,115 shares; 2025Q3: 4,294 shares; 2025Q4: 4,465 shares; 2026Q1: 4,415 shares; 2026Q2: 4,534 shares 4,534 $1.53M 0.04% +119 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,173 shares; 2024Q4: 1,378 shares; 2025Q1: 1,439 shares; 2025Q2: 1,556 shares; 2025Q3: 1,914 shares; 2025Q4: 2,399 shares; 2026Q1: 3,840 shares; 2026Q2: 4,102 shares 4,102 $1.53M 0.04% +262 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: 9,325 shares; 2024Q4: 9,436 shares; 2025Q1: 9,170 shares; 2025Q2: 8,376 shares; 2025Q3: 8,378 shares; 2025Q4: 8,042 shares; 2026Q1: 9,931 shares; 2026Q2: 10,264 shares 10,264 $1.52M 0.04% +333 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,093 shares; 2024Q4: 40,962 shares; 2025Q1: 62,154 shares; 2025Q2: 60,554 shares; 2025Q3: 38,802 shares; 2025Q4: 32,749 shares; 2026Q1: 29,573 shares; 2026Q2: 29,756 shares 29,756 $1.52M 0.04% +183 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,273 shares; 2024Q4: 7,995 shares; 2025Q1: 8,246 shares; 2025Q2: 8,685 shares; 2025Q3: 8,181 shares; 2025Q4: 1,643 shares; 2026Q1: 9,210 shares; 2026Q2: 9,275 shares 9,275 $1.52M 0.04% +65 Timeline EFIV 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: 16,624 shares; 2026Q1: 20,000 shares; 2026Q2: 20,603 shares 20,603 $1.5M 0.04% +603 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,483 shares; 2024Q4: 6,501 shares; 2025Q1: 6,398 shares; 2025Q2: 6,433 shares; 2025Q3: 6,440 shares; 2025Q4: 6,434 shares; 2026Q1: 6,774 shares; 2026Q2: 6,553 shares 6,553 $1.48M 0.04% -221 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,651 shares; 2025Q3: 6,259 shares; 2025Q4: 9,919 shares; 2026Q1: 13,644 shares; 2026Q2: 12,998 shares 12,998 $1.42M 0.04% -646 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: 2,972 shares; 2024Q4: 3,082 shares; 2025Q1: 3,364 shares; 2025Q2: 3,006 shares; 2025Q3: 3,099 shares; 2025Q4: 3,250 shares; 2026Q1: 5,418 shares; 2026Q2: 5,559 shares 5,559 $1.41M 0.04% +141 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,924 shares; 2024Q4: 7,474 shares; 2025Q1: 10,023 shares; 2025Q2: 13,475 shares; 2025Q3: 14,257 shares; 2025Q4: 14,465 shares; 2026Q1: 17,625 shares; 2026Q2: 14,794 shares 14,794 $1.4M 0.04% -2,831 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,410 shares; 2024Q4: not reported; 2025Q1: 10,043 shares; 2025Q2: 11,561 shares; 2025Q3: 11,647 shares; 2025Q4: 10,500 shares; 2026Q1: 10,096 shares; 2026Q2: 9,845 shares 9,845 $1.35M 0.04% -251 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,245 shares; 2025Q3: 44,960 shares; 2025Q4: 45,982 shares; 2026Q1: 37,584 shares; 2026Q2: 36,051 shares 36,051 $1.35M 0.04% -1,533 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,239 shares; 2024Q4: 40,357 shares; 2025Q1: 39,438 shares; 2025Q2: 34,700 shares; 2025Q3: 30,457 shares; 2025Q4: 25,030 shares; 2026Q1: 20,147 shares; 2026Q2: 15,547 shares 15,547 $1.34M 0.04% -4,600 Timeline XBI 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: 13,564 shares; 2024Q4: 12,919 shares; 2025Q1: 11,439 shares; 2025Q2: 12,434 shares; 2025Q3: 10,092 shares; 2025Q4: 9,374 shares; 2026Q1: 8,482 shares; 2026Q2: 8,406 shares 8,406 $1.33M 0.04% -76 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: 45,576 shares; 2024Q4: 55,727 shares; 2025Q1: 64,136 shares; 2025Q2: 65,384 shares; 2025Q3: 64,550 shares; 2025Q4: 66,393 shares; 2026Q1: 9,065 shares; 2026Q2: 9,011 shares 9,011 $1.32M 0.04% -54 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,758 shares; 2024Q4: 13,456 shares; 2025Q1: 13,758 shares; 2025Q2: 15,405 shares; 2025Q3: 17,872 shares; 2025Q4: 36,522 shares; 2026Q1: 29,060 shares; 2026Q2: 28,392 shares 28,392 $1.29M 0.03% -668 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,266 shares; 2024Q4: 20,739 shares; 2025Q1: 21,271 shares; 2025Q2: 7,755 shares; 2025Q3: 7,644 shares; 2025Q4: 7,681 shares; 2026Q1: 6,681 shares; 2026Q2: 6,680 shares 6,680 $1.23M 0.03% -1 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,284 shares; 2024Q4: 6,049 shares; 2025Q1: 9,259 shares; 2025Q2: 9,806 shares; 2025Q3: 10,517 shares; 2025Q4: 10,316 shares; 2026Q1: 10,241 shares; 2026Q2: 14,221 shares 14,221 $1.22M 0.03% +3,980 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: 7,892 shares; 2024Q4: 7,433 shares; 2025Q1: 7,965 shares; 2025Q2: 8,475 shares; 2025Q3: 9,835 shares; 2025Q4: 13,276 shares; 2026Q1: 13,685 shares; 2026Q2: 14,557 shares 14,557 $1.21M 0.03% +872 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,198 shares; 2026Q2: 5,625 shares 5,625 $1.19M 0.03% +2,427 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,038 shares; 2024Q4: 4,130 shares; 2025Q1: 4,242 shares; 2025Q2: 4,359 shares; 2025Q3: 4,542 shares; 2025Q4: 4,726 shares; 2026Q1: 4,932 shares; 2026Q2: 4,706 shares 4,706 $1.18M 0.03% -226 Timeline M MACYS INC More: the full row for MACYS 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: 50,258 shares; 2026Q2: 50,184 shares 50,184 $1.18M 0.03% -74 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: 3,161 shares; 2024Q4: 3,505 shares; 2025Q1: 3,015 shares; 2025Q2: 2,938 shares; 2025Q3: 2,810 shares; 2025Q4: 2,706 shares; 2026Q1: 2,343 shares; 2026Q2: 2,293 shares 2,293 $1.17M 0.03% -50 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,250 shares; 2024Q4: 6,535 shares; 2025Q1: 9,319 shares; 2025Q2: 8,621 shares; 2025Q3: 10,605 shares; 2025Q4: 14,175 shares; 2026Q1: 13,696 shares; 2026Q2: 13,969 shares 13,969 $1.14M 0.03% +273 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: 4,602 shares; 2024Q4: 4,865 shares; 2025Q1: 5,516 shares; 2025Q2: 5,614 shares; 2025Q3: 5,885 shares; 2025Q4: 6,580 shares; 2026Q1: 6,675 shares; 2026Q2: 6,817 shares 6,817 $1.13M 0.03% +142 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,648 shares; 2024Q4: 2,498 shares; 2025Q1: 2,447 shares; 2025Q2: 2,287 shares; 2025Q3: 2,448 shares; 2025Q4: 2,114 shares; 2026Q1: 1,897 shares; 2026Q2: 1,780 shares 1,780 $1.13M 0.03% -117 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,761 shares; 2025Q2: 13,111 shares; 2025Q3: 15,621 shares; 2025Q4: 16,805 shares; 2026Q1: 68,954 shares; 2026Q2: 65,048 shares 65,048 $1.13M 0.03% -3,906 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: 3,789 shares; 2024Q4: 3,837 shares; 2025Q1: 4,896 shares; 2025Q2: 6,382 shares; 2025Q3: not reported; 2025Q4: 8,879 shares; 2026Q1: 9,588 shares; 2026Q2: 10,287 shares 10,287 $1.12M 0.03% +699 Timeline SCHB 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: 10,678 shares; 2024Q4: 31,629 shares; 2025Q1: 31,590 shares; 2025Q2: 31,046 shares; 2025Q3: 31,214 shares; 2025Q4: 31,462 shares; 2026Q1: 32,707 shares; 2026Q2: 38,677 shares 38,677 $1.12M 0.03% +5,970 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS 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: 20,460 shares; 2026Q2: 20,472 shares 20,472 $1.12M 0.03% +12 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE 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: 727 shares; 2026Q2: 1,255 shares 1,255 $1.05M 0.03% +528 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: 1,291 shares; 2024Q4: 2,576 shares; 2025Q1: 2,569 shares; 2025Q2: 2,517 shares; 2025Q3: 2,533 shares; 2025Q4: 2,500 shares; 2026Q1: not reported; 2026Q2: 2,637 shares 2,637 $1.05M 0.03% new 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: 2,954 shares; 2025Q2: 3,211 shares; 2025Q3: 4,379 shares; 2025Q4: 5,917 shares; 2026Q1: 6,622 shares; 2026Q2: 5,065 shares 5,065 $1.02M 0.03% -1,557 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: 5,449 shares; 2024Q4: 5,496 shares; 2025Q1: 5,567 shares; 2025Q2: 5,701 shares; 2025Q3: 5,603 shares; 2025Q4: 5,384 shares; 2026Q1: 6,795 shares; 2026Q2: 6,885 shares 6,885 $1.01M 0.03% +90 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,907 shares 1,907 $983K 0.03% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,348 shares; 2024Q4: 1,415 shares; 2025Q1: 2,070 shares; 2025Q2: 1,920 shares; 2025Q3: 5,117 shares; 2025Q4: 10,757 shares; 2026Q1: 9,719 shares; 2026Q2: 3,462 shares 3,462 $974K 0.03% -6,257 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,133 shares; 2024Q4: 6,693 shares; 2025Q1: 5,144 shares; 2025Q2: 4,657 shares; 2025Q3: 4,178 shares; 2025Q4: 4,206 shares; 2026Q1: 4,090 shares; 2026Q2: 4,236 shares 4,236 $972K 0.03% +146 Timeline UMBF UMB FINL CORP More: the full row for UMB 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: 7,017 shares; 2025Q4: 6,946 shares; 2026Q1: 6,782 shares; 2026Q2: 6,621 shares 6,621 $945K 0.03% -161 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: 4,742 shares; 2024Q4: 3,759 shares; 2025Q1: 4,676 shares; 2025Q2: 4,482 shares; 2025Q3: 5,812 shares; 2025Q4: 6,494 shares; 2026Q1: 8,028 shares; 2026Q2: 8,037 shares 8,037 $944K 0.03% +9 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,615 shares; 2025Q3: 3,037 shares; 2025Q4: 1,905 shares; 2026Q1: 1,756 shares; 2026Q2: 2,656 shares 2,656 $942K 0.03% +900 Timeline PFFD 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: 113,974 shares; 2024Q4: 117,793 shares; 2025Q1: 124,773 shares; 2025Q2: 146,108 shares; 2025Q3: 153,416 shares; 2025Q4: 131,539 shares; 2026Q1: 55,606 shares; 2026Q2: 47,708 shares 47,708 $892K 0.02% -7,898 Timeline RSPR INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,661 shares; 2024Q4: 57,485 shares; 2025Q1: 54,397 shares; 2025Q2: 43,968 shares; 2025Q3: 44,691 shares; 2025Q4: 43,313 shares; 2026Q1: 29,085 shares; 2026Q2: 24,370 shares 24,370 $891K 0.02% -4,715 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: 5,968 shares; 2024Q4: 22,038 shares; 2025Q1: 27,190 shares; 2025Q2: 23,487 shares; 2025Q3: 26,348 shares; 2025Q4: 27,414 shares; 2026Q1: 25,003 shares; 2026Q2: 25,917 shares 25,917 $877K 0.02% +914 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: 13,620 shares; 2024Q4: 13,717 shares; 2025Q1: 14,282 shares; 2025Q2: 13,775 shares; 2025Q3: 14,933 shares; 2025Q4: 15,599 shares; 2026Q1: 15,551 shares; 2026Q2: 15,203 shares 15,203 $866K 0.02% -348 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: 6,166 shares; 2024Q4: 6,178 shares; 2025Q1: 6,220 shares; 2025Q2: 6,283 shares; 2025Q3: 6,332 shares; 2025Q4: 6,292 shares; 2026Q1: 6,364 shares; 2026Q2: 6,664 shares 6,664 $842K 0.02% +300 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,807 shares; 2026Q2: 4,103 shares 4,103 $828K 0.02% +296 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,299 shares; 2024Q4: 1,254 shares; 2025Q1: 1,367 shares; 2025Q2: 1,262 shares; 2025Q3: 2,636 shares; 2025Q4: 2,560 shares; 2026Q1: 2,810 shares; 2026Q2: 3,415 shares 3,415 $828K 0.02% +605 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: 6,763 shares; 2024Q4: 14,808 shares; 2025Q1: 17,614 shares; 2025Q2: 21,711 shares; 2025Q3: 24,443 shares; 2025Q4: 28,106 shares; 2026Q1: 27,921 shares; 2026Q2: 29,816 shares 29,816 $826K 0.02% +1,895 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: 5,870 shares 5,870 $820K 0.02% new 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: 3,509 shares; 2024Q4: 3,471 shares; 2025Q1: 3,832 shares; 2025Q2: 3,978 shares; 2025Q3: 5,537 shares; 2025Q4: 5,166 shares; 2026Q1: 7,720 shares; 2026Q2: 8,486 shares 8,486 $820K 0.02% +766 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: 1,550 shares; 2024Q4: 1,549 shares; 2025Q1: 1,525 shares; 2025Q2: 1,849 shares; 2025Q3: 1,851 shares; 2025Q4: 1,903 shares; 2026Q1: 1,904 shares; 2026Q2: 1,977 shares 1,977 $810K 0.02% +73 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,302 shares; 2024Q4: 6,405 shares; 2025Q1: 6,864 shares; 2025Q2: 6,807 shares; 2025Q3: 6,845 shares; 2025Q4: 6,885 shares; 2026Q1: 6,921 shares; 2026Q2: 6,960 shares 6,960 $798K 0.02% +39 Timeline NTRA NATERA INC More: the full row for NATERA 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: 2,871 shares 2,871 $779K 0.02% new Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,218 shares; 2026Q1: 7,156 shares; 2026Q2: 7,468 shares 7,468 $768K 0.02% +312 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: 10,555 shares; 2024Q4: 10,776 shares; 2025Q1: 11,457 shares; 2025Q2: 9,363 shares; 2025Q3: 10,166 shares; 2025Q4: 10,125 shares; 2026Q1: 11,448 shares; 2026Q2: 9,871 shares 9,871 $761K 0.02% -1,577 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 936 shares; 2024Q4: 1,103 shares; 2025Q1: not reported; 2025Q2: 3,678 shares; 2025Q3: 3,195 shares; 2025Q4: 3,230 shares; 2026Q1: 3,145 shares; 2026Q2: 2,983 shares 2,983 $753K 0.02% -162 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,376 shares; 2024Q4: 3,557 shares; 2025Q1: 3,311 shares; 2025Q2: 3,480 shares; 2025Q3: 3,754 shares; 2025Q4: 3,964 shares; 2026Q1: 4,097 shares; 2026Q2: 4,229 shares 4,229 $747K 0.02% +132 Timeline ECL ECOLAB INC More: the full row for ECOLAB 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: 2,650 shares 2,650 $739K 0.02% 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: 6,214 shares; 2024Q4: 6,593 shares; 2025Q1: 7,060 shares; 2025Q2: 6,398 shares; 2025Q3: 5,998 shares; 2025Q4: 6,271 shares; 2026Q1: 5,664 shares; 2026Q2: 5,696 shares 5,696 $732K 0.02% +32 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: 9,525 shares; 2024Q4: 9,702 shares; 2025Q1: 9,684 shares; 2025Q2: 9,527 shares; 2025Q3: 9,330 shares; 2025Q4: 9,325 shares; 2026Q1: 8,912 shares; 2026Q2: 7,982 shares 7,982 $723K 0.02% -930 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 650 shares; 2024Q4: 639 shares; 2025Q1: 609 shares; 2025Q2: 650 shares; 2025Q3: 653 shares; 2025Q4: 652 shares; 2026Q1: 651 shares; 2026Q2: 638 shares 638 $723K 0.02% -13 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,610 shares 2,610 $721K 0.02% new 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: 1,571 shares; 2024Q4: 1,441 shares; 2025Q1: 1,583 shares; 2025Q2: 1,871 shares; 2025Q3: 1,933 shares; 2025Q4: 2,375 shares; 2026Q1: 2,318 shares; 2026Q2: 2,376 shares 2,376 $720K 0.02% +58 Timeline TAXF 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: 11,914 shares; 2024Q4: 12,681 shares; 2025Q1: 13,355 shares; 2025Q2: 13,030 shares; 2025Q3: 14,647 shares; 2025Q4: 14,040 shares; 2026Q1: 12,792 shares; 2026Q2: 14,140 shares 14,140 $719K 0.02% +1,348 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: not reported; 2024Q4: not reported; 2025Q1: 2,768 shares; 2025Q2: 2,777 shares; 2025Q3: 2,812 shares; 2025Q4: 2,808 shares; 2026Q1: 2,710 shares; 2026Q2: 2,789 shares 2,789 $710K 0.02% +79 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: 3,822 shares; 2024Q4: 4,492 shares; 2025Q1: 4,350 shares; 2025Q2: 4,571 shares; 2025Q3: 4,642 shares; 2025Q4: 3,886 shares; 2026Q1: 3,051 shares; 2026Q2: 2,777 shares 2,777 $681K 0.02% -274 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: 5,737 shares; 2024Q4: 6,487 shares; 2025Q1: 6,715 shares; 2025Q2: 6,589 shares; 2025Q3: 6,547 shares; 2025Q4: 5,956 shares; 2026Q1: 6,595 shares; 2026Q2: 6,469 shares 6,469 $661K 0.02% -126 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: 4,601 shares; 2024Q4: 4,849 shares; 2025Q1: 6,017 shares; 2025Q2: 7,041 shares; 2025Q3: 6,710 shares; 2025Q4: 8,780 shares; 2026Q1: 10,944 shares; 2026Q2: 11,065 shares 11,065 $660K 0.02% +121 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,288 shares; 2026Q2: 9,333 shares 9,333 $660K 0.02% +3,045 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,750 shares; 2024Q4: 53,750 shares; 2025Q1: 54,000 shares; 2025Q2: 54,000 shares; 2025Q3: 36,714 shares; 2025Q4: 32,799 shares; 2026Q1: 20,187 shares; 2026Q2: 20,092 shares 20,092 $652K 0.02% -95 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: 429 shares; 2024Q4: 557 shares; 2025Q1: 666 shares; 2025Q2: 638 shares; 2025Q3: 669 shares; 2025Q4: 701 shares; 2026Q1: 834 shares; 2026Q2: 642 shares 642 $650K 0.02% -192 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,510 shares; 2024Q4: 11,510 shares; 2025Q1: 11,510 shares; 2025Q2: 11,340 shares; 2025Q3: 11,340 shares; 2025Q4: 11,340 shares; 2026Q1: 11,340 shares; 2026Q2: 11,340 shares 11,340 $641K 0.02% 0 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: 862 shares; 2024Q4: 955 shares; 2025Q1: 1,032 shares; 2025Q2: 1,079 shares; 2025Q3: 1,149 shares; 2025Q4: 1,142 shares; 2026Q1: 1,122 shares; 2026Q2: 1,247 shares 1,247 $641K 0.02% +125 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,631 shares 7,631 $639K 0.02% new 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: 292 shares; 2024Q4: 294 shares; 2025Q1: 318 shares; 2025Q2: 258 shares; 2025Q3: 340 shares; 2025Q4: 142 shares; 2026Q1: 291 shares; 2026Q2: 375 shares 375 $637K 0.02% +84 Timeline EVUS 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: 14,121 shares; 2026Q1: 17,154 shares; 2026Q2: 17,717 shares 17,717 $622K 0.02% +563 Timeline NCA NUVEEN CALIFORNIA MUNI VLU F More: the full row for NUVEEN CALIFORNIA MUNI VLU 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: 20,500 shares; 2025Q4: 20,500 shares; 2026Q1: 52,654 shares; 2026Q2: 66,022 shares 66,022 $616K 0.02% +13,368 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: 1,961 shares; 2026Q2: 2,407 shares 2,407 $615K 0.02% +446 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,421 shares; 2026Q2: 1,833 shares 1,833 $614K 0.02% +412 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: 1,795 shares; 2024Q4: 2,007 shares; 2025Q1: 2,387 shares; 2025Q2: 13,629 shares; 2025Q3: not reported; 2025Q4: 4,373 shares; 2026Q1: 4,244 shares; 2026Q2: 4,233 shares 4,233 $606K 0.02% -11 Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 1,884 shares; 2026Q2: 3,368 shares 3,368 $585K 0.02% +1,484 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: 3,131 shares; 2024Q4: 3,187 shares; 2025Q1: 2,529 shares; 2025Q2: 2,518 shares; 2025Q3: 2,425 shares; 2025Q4: 2,464 shares; 2026Q1: 1,845 shares; 2026Q2: 1,937 shares 1,937 $578K 0.02% +92 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,383 shares; 2024Q4: 36,416 shares; 2025Q1: 19,716 shares; 2025Q2: 16,107 shares; 2025Q3: 16,230 shares; 2025Q4: 15,756 shares; 2026Q1: 14,945 shares; 2026Q2: 25,789 shares 25,789 $575K 0.02% +10,844 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: 11,698 shares; 2024Q4: 31,224 shares; 2025Q1: 40,373 shares; 2025Q2: 16,207 shares; 2025Q3: 19,380 shares; 2025Q4: 19,131 shares; 2026Q1: 19,274 shares; 2026Q2: 19,293 shares 19,293 $568K 0.02% +19 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: 1,958 shares; 2024Q4: 1,789 shares; 2025Q1: not reported; 2025Q2: 1,814 shares; 2025Q3: 1,862 shares; 2025Q4: 1,867 shares; 2026Q1: not reported; 2026Q2: 2,173 shares 2,173 $566K 0.02% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,842 shares; 2024Q4: 2,109 shares; 2025Q1: 2,356 shares; 2025Q2: 2,601 shares; 2025Q3: 2,694 shares; 2025Q4: 2,779 shares; 2026Q1: 3,524 shares; 2026Q2: 3,559 shares 3,559 $563K 0.02% +35 Timeline GENI GENIUS SPORTS LIMITED More: the full row for GENIUS SPORTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 51,880 shares; 2025Q1: 89,619 shares; 2025Q2: 155,160 shares; 2025Q3: 223,301 shares; 2025Q4: 230,629 shares; 2026Q1: 166,856 shares; 2026Q2: 92,670 shares 92,670 $562K 0.01% -74,186 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,156 shares; 2024Q4: 2,073 shares; 2025Q1: 2,049 shares; 2025Q2: 1,789 shares; 2025Q3: 1,348 shares; 2025Q4: 1,341 shares; 2026Q1: 1,240 shares; 2026Q2: 1,074 shares 1,074 $539K 0.01% -166 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: 1,119 shares; 2024Q4: 1,091 shares; 2025Q1: 1,101 shares; 2025Q2: 1,698 shares; 2025Q3: 1,691 shares; 2025Q4: 1,669 shares; 2026Q1: 1,665 shares; 2026Q2: 6,640 shares 6,640 $535K 0.01% +4,975 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,374 shares; 2024Q4: 15,543 shares; 2025Q1: 17,070 shares; 2025Q2: 15,044 shares; 2025Q3: 17,238 shares; 2025Q4: 22,211 shares; 2026Q1: 22,528 shares; 2026Q2: 24,170 shares 24,170 $535K 0.01% +1,642 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,762 shares; 2024Q4: 1,618 shares; 2025Q1: 1,633 shares; 2025Q2: 2,094 shares; 2025Q3: 2,245 shares; 2025Q4: 2,290 shares; 2026Q1: 2,240 shares; 2026Q2: 2,333 shares 2,333 $530K 0.01% +93 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,700 shares; 2024Q4: 7,700 shares; 2025Q1: 7,700 shares; 2025Q2: 7,700 shares; 2025Q3: 7,730 shares; 2025Q4: 7,075 shares; 2026Q1: 7,050 shares; 2026Q2: 6,528 shares 6,528 $514K 0.01% -522 Timeline DFIV 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: 13,385 shares; 2024Q4: 8,359 shares; 2025Q1: 8,389 shares; 2025Q2: 9,087 shares; 2025Q3: 9,127 shares; 2025Q4: 9,329 shares; 2026Q1: 9,189 shares; 2026Q2: 9,397 shares 9,397 $508K 0.01% +208 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,133 shares; 2024Q4: 3,964 shares; 2025Q1: 4,152 shares; 2025Q2: 4,187 shares; 2025Q3: 4,235 shares; 2025Q4: 4,270 shares; 2026Q1: 4,144 shares; 2026Q2: 4,220 shares 4,220 $498K 0.01% +76 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,100 shares; 2025Q1: 15,393 shares; 2025Q2: 15,438 shares; 2025Q3: 15,484 shares; 2025Q4: 19,532 shares; 2026Q1: 19,578 shares; 2026Q2: 18,111 shares 18,111 $498K 0.01% -1,467 Timeline SPTI 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: 75,934 shares; 2024Q4: 73,758 shares; 2025Q1: 74,982 shares; 2025Q2: 74,174 shares; 2025Q3: 82,500 shares; 2025Q4: 80,999 shares; 2026Q1: 27,426 shares; 2026Q2: 17,195 shares 17,195 $488K 0.01% -10,231 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: not reported; 2024Q4: not reported; 2025Q1: 2,312 shares; 2025Q2: 2,190 shares; 2025Q3: 2,253 shares; 2025Q4: 2,354 shares; 2026Q1: 2,151 shares; 2026Q2: 2,229 shares 2,229 $483K 0.01% +78 Timeline DFUV 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: 8,554 shares; 2024Q4: 8,591 shares; 2025Q1: 8,626 shares; 2025Q2: 8,666 shares; 2025Q3: 8,704 shares; 2025Q4: not reported; 2026Q1: 8,732 shares; 2026Q2: 8,762 shares 8,762 $482K 0.01% +30 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,655 shares 9,655 $482K 0.01% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,606 shares; 2024Q4: 20,636 shares; 2025Q1: 21,623 shares; 2025Q2: 20,087 shares; 2025Q3: 19,502 shares; 2025Q4: 19,815 shares; 2026Q1: 21,442 shares; 2026Q2: 19,574 shares 19,574 $471K 0.01% -1,868 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26,993 shares; 2025Q1: 17,706 shares; 2025Q2: 8,798 shares; 2025Q3: 7,665 shares; 2025Q4: 7,712 shares; 2026Q1: 7,865 shares; 2026Q2: 7,794 shares 7,794 $460K 0.01% -71 Timeline F FORD MTR CO More: the full row for FORD MTR 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: 41,175 shares; 2025Q4: 39,433 shares; 2026Q1: 55,675 shares; 2026Q2: 33,041 shares 33,041 $459K 0.01% -22,634 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: 5,548 shares; 2026Q1: 5,264 shares; 2026Q2: 5,550 shares 5,550 $459K 0.01% +286 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: 965 shares; 2024Q4: 896 shares; 2025Q1: 869 shares; 2025Q2: 1,229 shares; 2025Q3: 1,626 shares; 2025Q4: 1,678 shares; 2026Q1: 1,605 shares; 2026Q2: 1,689 shares 1,689 $457K 0.01% +84 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,243 shares; 2024Q4: 15,338 shares; 2025Q1: 13,515 shares; 2025Q2: 10,494 shares; 2025Q3: 7,570 shares; 2025Q4: 13,041 shares; 2026Q1: 16,568 shares; 2026Q2: 16,625 shares 16,625 $454K 0.01% +57 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,561 shares; 2026Q1: 24,665 shares; 2026Q2: 17,278 shares 17,278 $452K 0.01% -7,387 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,206 shares; 2024Q4: 4,215 shares; 2025Q1: 4,229 shares; 2025Q2: 5,045 shares; 2025Q3: 5,160 shares; 2025Q4: 5,187 shares; 2026Q1: 4,996 shares; 2026Q2: 4,977 shares 4,977 $452K 0.01% -19 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,602 shares; 2025Q3: 3,564 shares; 2025Q4: 6,270 shares; 2026Q1: 6,888 shares; 2026Q2: 8,464 shares 8,464 $443K 0.01% +1,576 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,464 shares 1,464 $442K 0.01% 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: not reported; 2025Q3: not reported; 2025Q4: 915 shares; 2026Q1: 912 shares; 2026Q2: 960 shares 960 $441K 0.01% +48 Timeline QQMG INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,386 shares; 2026Q1: 8,932 shares; 2026Q2: 8,586 shares 8,586 $440K 0.01% -346 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,355 shares; 2024Q4: 5,439 shares; 2025Q1: 5,369 shares; 2025Q2: 5,083 shares; 2025Q3: 7,608 shares; 2025Q4: 8,986 shares; 2026Q1: 8,375 shares; 2026Q2: 8,455 shares 8,455 $438K 0.01% +80 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,478 shares 9,478 $437K 0.01% new Timeline DFUS 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: 6,489 shares; 2024Q4: 6,512 shares; 2025Q1: 6,526 shares; 2025Q2: 6,544 shares; 2025Q3: 6,464 shares; 2025Q4: 6,478 shares; 2026Q1: 5,316 shares; 2026Q2: 5,329 shares 5,329 $437K 0.01% +13 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: not reported; 2025Q3: 577 shares; 2025Q4: 870 shares; 2026Q1: 978 shares; 2026Q2: 1,023 shares 1,023 $436K 0.01% +45 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,122 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,987 shares; 2025Q3: 16,170 shares; 2025Q4: 33,850 shares; 2026Q1: 34,925 shares; 2026Q2: 35,789 shares 35,789 $434K 0.01% +864 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,227 shares; 2024Q4: 8,060 shares; 2025Q1: 7,774 shares; 2025Q2: 7,878 shares; 2025Q3: 8,353 shares; 2025Q4: 8,493 shares; 2026Q1: 8,343 shares; 2026Q2: 8,293 shares 8,293 $432K 0.01% -50 Timeline NBB NUVEEN TAXABLE MUNICPAL INM More: the full row for NUVEEN TAXABLE MUNICPAL INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,451 shares; 2024Q4: 22,599 shares; 2025Q1: 27,958 shares; 2025Q2: 26,215 shares; 2025Q3: 26,307 shares; 2025Q4: 27,429 shares; 2026Q1: 27,492 shares; 2026Q2: 27,357 shares 27,357 $432K 0.01% -135 Timeline SDY 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: 3,796 shares; 2024Q4: 3,816 shares; 2025Q1: 4,983 shares; 2025Q2: 4,727 shares; 2025Q3: 3,030 shares; 2025Q4: 2,842 shares; 2026Q1: 2,847 shares; 2026Q2: 2,825 shares 2,825 $430K 0.01% -22 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD 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: 6,609 shares; 2026Q1: 8,416 shares; 2026Q2: 8,366 shares 8,366 $423K 0.01% -50 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,662 shares; 2025Q3: 1,398 shares; 2025Q4: 1,399 shares; 2026Q1: 1,306 shares; 2026Q2: 1,211 shares 1,211 $417K 0.01% -95 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE 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: 1,264 shares 1,264 $402K 0.01% new 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: 2,844 shares; 2024Q4: 2,799 shares; 2025Q1: 2,778 shares; 2025Q2: 2,778 shares; 2025Q3: 2,868 shares; 2025Q4: 1,642 shares; 2026Q1: 2,552 shares; 2026Q2: 1,952 shares 1,952 $400K 0.01% -600 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: 2,859 shares; 2025Q4: 4,424 shares; 2026Q1: 5,951 shares; 2026Q2: 4,944 shares 4,944 $393K 0.01% -1,007 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: 1,150 shares; 2024Q4: 1,176 shares; 2025Q1: 1,258 shares; 2025Q2: 1,512 shares; 2025Q3: 1,008 shares; 2025Q4: 967 shares; 2026Q1: not reported; 2026Q2: 943 shares 943 $392K 0.01% new 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: 1,608 shares; 2024Q4: 1,689 shares; 2025Q1: 1,618 shares; 2025Q2: 1,573 shares; 2025Q3: 1,887 shares; 2025Q4: 1,621 shares; 2026Q1: 1,621 shares; 2026Q2: 1,604 shares 1,604 $390K 0.01% -17 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,747 shares; 2025Q2: 1,811 shares; 2025Q3: 1,805 shares; 2025Q4: not reported; 2026Q1: 2,003 shares; 2026Q2: 2,150 shares 2,150 $389K 0.01% +147 Timeline SPIB 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: 25,526 shares; 2024Q4: 24,999 shares; 2025Q1: 20,684 shares; 2025Q2: 21,078 shares; 2025Q3: 17,845 shares; 2025Q4: 18,811 shares; 2026Q1: 11,904 shares; 2026Q2: 11,556 shares 11,556 $387K 0.01% -348 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL 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: 682 shares; 2026Q2: 1,039 shares 1,039 $385K 0.01% +357 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,420 shares; 2024Q4: 6,908 shares; 2025Q1: 6,833 shares; 2025Q2: 6,942 shares; 2025Q3: 7,225 shares; 2025Q4: 8,651 shares; 2026Q1: 7,310 shares; 2026Q2: 7,642 shares 7,642 $385K 0.01% +332 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 986 shares; 2024Q4: 1,518 shares; 2025Q1: 1,342 shares; 2025Q2: 1,182 shares; 2025Q3: 1,357 shares; 2025Q4: 1,363 shares; 2026Q1: 1,372 shares; 2026Q2: 1,273 shares 1,273 $381K 0.01% -99 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: 1,633 shares; 2025Q4: 1,877 shares; 2026Q1: 1,637 shares; 2026Q2: 1,819 shares 1,819 $380K 0.01% +182 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,370 shares; 2024Q4: 7,555 shares; 2025Q1: 7,555 shares; 2025Q2: 7,555 shares; 2025Q3: 7,445 shares; 2025Q4: 8,565 shares; 2026Q1: 7,470 shares; 2026Q2: 7,225 shares 7,225 $378K 0.01% -245 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP 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: 1,185 shares 1,185 $376K 0.01% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,581 shares; 2024Q4: 4,092 shares; 2025Q1: 4,864 shares; 2025Q2: 5,292 shares; 2025Q3: 5,218 shares; 2025Q4: 4,021 shares; 2026Q1: 2,516 shares; 2026Q2: 1,179 shares 1,179 $371K 0.01% -1,337 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: 1,031 shares; 2024Q4: 1,035 shares; 2025Q1: 1,070 shares; 2025Q2: 1,049 shares; 2025Q3: 1,050 shares; 2025Q4: 978 shares; 2026Q1: 1,027 shares; 2026Q2: 927 shares 927 $365K 0.01% -100 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: 2,361 shares; 2026Q1: 2,406 shares; 2026Q2: 2,518 shares 2,518 $364K 0.01% +112 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,305 shares; 2024Q4: 2,062 shares; 2025Q1: 2,065 shares; 2025Q2: 1,437 shares; 2025Q3: 1,652 shares; 2025Q4: 1,599 shares; 2026Q1: 1,561 shares; 2026Q2: 1,658 shares 1,658 $364K 0.01% +97 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 953 shares; 2025Q3: 1,283 shares; 2025Q4: 1,446 shares; 2026Q1: 1,466 shares; 2026Q2: 1,454 shares 1,454 $363K 0.01% -12 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,048 shares; 2024Q4: 4,351 shares; 2025Q1: 2,316 shares; 2025Q2: 1,696 shares; 2025Q3: 1,805 shares; 2025Q4: 2,009 shares; 2026Q1: 1,845 shares; 2026Q2: 1,018 shares 1,018 $361K 0.01% -827 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,013 shares; 2024Q4: 3,588 shares; 2025Q1: 3,591 shares; 2025Q2: 3,598 shares; 2025Q3: 3,620 shares; 2025Q4: 3,816 shares; 2026Q1: 3,838 shares; 2026Q2: 3,906 shares 3,906 $358K 0.01% +68 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,795 shares; 2024Q4: 48,950 shares; 2025Q1: 25,852 shares; 2025Q2: 7,539 shares; 2025Q3: 7,435 shares; 2025Q4: 5,717 shares; 2026Q1: 5,471 shares; 2026Q2: 3,853 shares 3,853 $349K 0.01% -1,618 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 361 shares 361 $349K 0.01% new Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,994 shares; 2025Q2: not reported; 2025Q3: 9,430 shares; 2025Q4: 14,455 shares; 2026Q1: 12,968 shares; 2026Q2: 11,277 shares 11,277 $339K 0.01% -1,691 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,095 shares; 2025Q3: 4,424 shares; 2025Q4: 5,335 shares; 2026Q1: 4,981 shares; 2026Q2: 5,085 shares 5,085 $338K 0.01% +104 Timeline VGK 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: 4,692 shares; 2025Q3: 4,183 shares; 2025Q4: 4,123 shares; 2026Q1: 4,079 shares; 2026Q2: 3,806 shares 3,806 $337K 0.01% -273 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,389 shares; 2025Q1: 3,522 shares; 2025Q2: 2,825 shares; 2025Q3: 2,780 shares; 2025Q4: 5,383 shares; 2026Q1: 3,922 shares; 2026Q2: 4,442 shares 4,442 $326K 0.01% +520 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,070 shares; 2025Q2: 915 shares; 2025Q3: 934 shares; 2025Q4: 956 shares; 2026Q1: 969 shares; 2026Q2: 978 shares 978 $323K 0.01% +9 Timeline MARM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,617 shares; 2024Q4: 14,617 shares; 2025Q1: 14,617 shares; 2025Q2: 14,617 shares; 2025Q3: 14,617 shares; 2025Q4: 14,617 shares; 2026Q1: 9,450 shares; 2026Q2: 9,450 shares 9,450 $323K 0.01% 0 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: 57,665 shares; 2024Q4: 13,415 shares; 2025Q1: 10,854 shares; 2025Q2: 8,527 shares; 2025Q3: 6,130 shares; 2025Q4: 4,980 shares; 2026Q1: 2,668 shares; 2026Q2: 2,582 shares 2,582 $322K 0.01% -86 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: 2,340 shares 2,340 $319K 0.01% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,354 shares; 2024Q4: 7,363 shares; 2025Q1: 7,335 shares; 2025Q2: 7,420 shares; 2025Q3: 9,039 shares; 2025Q4: 9,567 shares; 2026Q1: 9,751 shares; 2026Q2: 7,526 shares 7,526 $319K 0.01% -2,225 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: not reported; 2024Q4: not reported; 2025Q1: 847 shares; 2025Q2: 865 shares; 2025Q3: 810 shares; 2025Q4: 826 shares; 2026Q1: 789 shares; 2026Q2: 766 shares 766 $318K 0.01% -23 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,125 shares; 2025Q4: 5,571 shares; 2026Q1: 5,740 shares; 2026Q2: 5,897 shares 5,897 $315K 0.01% +157 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,445 shares; 2024Q4: 1,493 shares; 2025Q1: 1,503 shares; 2025Q2: 1,609 shares; 2025Q3: 1,544 shares; 2025Q4: 1,617 shares; 2026Q1: 1,824 shares; 2026Q2: 1,406 shares 1,406 $313K 0.01% -418 Timeline TAN 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: 29,013 shares; 2024Q4: 12,388 shares; 2025Q1: 10,061 shares; 2025Q2: not reported; 2025Q3: 5,164 shares; 2025Q4: 5,968 shares; 2026Q1: 5,468 shares; 2026Q2: 5,264 shares 5,264 $311K 0.01% -204 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,731 shares; 2024Q4: 1,861 shares; 2025Q1: 2,464 shares; 2025Q2: 2,467 shares; 2025Q3: 2,475 shares; 2025Q4: 1,971 shares; 2026Q1: 1,979 shares; 2026Q2: 1,987 shares 1,987 $311K 0.01% +8 Timeline AVUS 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: 3,132 shares; 2024Q4: 3,132 shares; 2025Q1: 3,132 shares; 2025Q2: 3,132 shares; 2025Q3: 3,132 shares; 2025Q4: 2,419 shares; 2026Q1: 2,419 shares; 2026Q2: 2,419 shares 2,419 $310K 0.01% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,583 shares; 2025Q4: 3,602 shares; 2026Q1: 3,063 shares; 2026Q2: 3,078 shares 3,078 $296K 0.01% +15 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,825 shares; 2025Q3: 5,825 shares; 2025Q4: 5,825 shares; 2026Q1: 5,825 shares; 2026Q2: 6,325 shares 6,325 $296K 0.01% +500 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,663 shares; 2024Q4: 9,288 shares; 2025Q1: 9,128 shares; 2025Q2: 9,708 shares; 2025Q3: 9,171 shares; 2025Q4: 10,258 shares; 2026Q1: 10,055 shares; 2026Q2: 1,893 shares 1,893 $292K 0.01% -8,162 Timeline PZT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,990 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,921 shares; 2026Q2: 12,813 shares 12,813 $291K 0.01% +4,892 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,827 shares; 2025Q2: 2,828 shares; 2025Q3: 2,845 shares; 2025Q4: 2,896 shares; 2026Q1: 2,683 shares; 2026Q2: 2,554 shares 2,554 $289K 0.01% -129 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,632 shares; 2024Q4: 1,666 shares; 2025Q1: 1,764 shares; 2025Q2: 1,772 shares; 2025Q3: 1,827 shares; 2025Q4: 1,875 shares; 2026Q1: 1,692 shares; 2026Q2: 1,775 shares 1,775 $287K 0.01% +83 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY 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: 10,753 shares 10,753 $287K 0.01% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,639 shares; 2024Q4: 2,972 shares; 2025Q1: 3,775 shares; 2025Q2: 4,519 shares; 2025Q3: 3,456 shares; 2025Q4: 3,054 shares; 2026Q1: 2,096 shares; 2026Q2: 2,110 shares 2,110 $286K 0.01% +14 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,099 shares; 2024Q4: not reported; 2025Q1: 1,193 shares; 2025Q2: 1,295 shares; 2025Q3: 1,326 shares; 2025Q4: 1,325 shares; 2026Q1: 1,319 shares; 2026Q2: 1,326 shares 1,326 $283K 0.01% +7 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 568 shares; 2024Q4: 592 shares; 2025Q1: 774 shares; 2025Q2: 1,414 shares; 2025Q3: 1,419 shares; 2025Q4: 1,580 shares; 2026Q1: not reported; 2026Q2: 718 shares 718 $278K 0.01% new Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS 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: 959 shares 959 $278K 0.01% new Timeline XLE 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: 5,026 shares; 2026Q1: 5,575 shares; 2026Q2: 5,209 shares 5,209 $277K 0.01% -366 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,828 shares; 2026Q2: 3,487 shares 3,487 $271K 0.01% +659 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,578 shares 1,578 $270K 0.01% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,452 shares; 2026Q2: 1,769 shares 1,769 $268K 0.01% +317 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: 2,952 shares; 2025Q3: 2,881 shares; 2025Q4: 2,791 shares; 2026Q1: not reported; 2026Q2: 2,671 shares 2,671 $268K 0.01% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,247 shares; 2026Q1: 1,505 shares; 2026Q2: 1,400 shares 1,400 $263K 0.01% -105 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY 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: 424 shares 424 $262K 0.01% new Timeline SPYD 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: 8,210 shares; 2024Q4: 7,137 shares; 2025Q1: 7,137 shares; 2025Q2: 6,754 shares; 2025Q3: 6,024 shares; 2025Q4: not reported; 2026Q1: 5,558 shares; 2026Q2: 5,443 shares 5,443 $260K 0.01% -115 Timeline AVDE 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: 2,856 shares; 2025Q3: 2,856 shares; 2025Q4: 2,856 shares; 2026Q1: 2,856 shares; 2026Q2: 2,856 shares 2,856 $255K 0.01% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,295 shares; 2025Q2: 2,320 shares; 2025Q3: 2,412 shares; 2025Q4: 2,387 shares; 2026Q1: 2,637 shares; 2026Q2: 2,447 shares 2,447 $254K 0.01% -190 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION 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: 558 shares; 2026Q1: 559 shares; 2026Q2: 510 shares 510 $253K 0.01% -49 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,782 shares 1,782 $249K 0.01% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 459 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 471 shares; 2025Q3: 497 shares; 2025Q4: 502 shares; 2026Q1: 461 shares; 2026Q2: 470 shares 470 $247K 0.01% +9 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION 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: 1,617 shares; 2026Q2: 1,692 shares 1,692 $247K 0.01% +75 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: not reported; 2026Q1: 2,546 shares; 2026Q2: 2,549 shares 2,549 $246K 0.01% +3 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,651 shares 2,651 $245K 0.01% new Timeline VOE 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: 1,237 shares 1,237 $245K 0.01% new Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,800 shares; 2026Q2: 7,414 shares 7,414 $243K 0.01% +614 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: 3,471 shares; 2025Q4: 3,494 shares; 2026Q1: 3,199 shares; 2026Q2: 3,377 shares 3,377 $243K 0.01% +178 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 314 shares; 2025Q2: 330 shares; 2025Q3: 372 shares; 2025Q4: 347 shares; 2026Q1: 314 shares; 2026Q2: 252 shares 252 $243K 0.01% -62 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,161 shares; 2024Q4: 4,136 shares; 2025Q1: 3,140 shares; 2025Q2: 3,069 shares; 2025Q3: 3,100 shares; 2025Q4: 1,721 shares; 2026Q1: 1,334 shares; 2026Q2: 1,182 shares 1,182 $242K 0.01% -152 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 106 shares 106 $241K 0.01% new Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,321 shares; 2024Q4: 62,281 shares; 2025Q1: 65,310 shares; 2025Q2: 59,974 shares; 2025Q3: 46,407 shares; 2025Q4: 12,474 shares; 2026Q1: 10,341 shares; 2026Q2: 6,801 shares 6,801 $241K 0.01% -3,540 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,870 shares; 2024Q4: 3,141 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,931 shares; 2025Q4: 5,122 shares; 2026Q1: 4,837 shares; 2026Q2: 5,852 shares 5,852 $240K 0.01% +1,015 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,260 shares; 2026Q2: 7,660 shares 7,660 $238K 0.01% +400 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,574 shares; 2026Q2: 2,338 shares 2,338 $235K 0.01% -236 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: 458 shares; 2024Q4: 492 shares; 2025Q1: 501 shares; 2025Q2: 534 shares; 2025Q3: 574 shares; 2025Q4: 577 shares; 2026Q1: 560 shares; 2026Q2: 575 shares 575 $234K 0.01% +15 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,250 shares; 2025Q2: 4,250 shares; 2025Q3: 4,250 shares; 2025Q4: 4,000 shares; 2026Q1: 4,250 shares; 2026Q2: 4,250 shares 4,250 $234K 0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,113 shares; 2025Q4: 1,147 shares; 2026Q1: 1,131 shares; 2026Q2: 1,155 shares 1,155 $233K 0.01% +24 Timeline IWP 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: 1,566 shares; 2025Q4: 1,567 shares; 2026Q1: not reported; 2026Q2: 1,567 shares 1,567 $229K 0.01% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,373 shares; 2025Q2: 9,658 shares; 2025Q3: 11,633 shares; 2025Q4: 10,448 shares; 2026Q1: 11,037 shares; 2026Q2: 11,000 shares 11,000 $228K 0.01% -37 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 515 shares 515 $223K 0.01% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,172 shares; 2026Q2: 2,303 shares 2,303 $220K 0.01% +131 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,386 shares 1,386 $220K 0.01% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,053 shares; 2024Q4: 1,097 shares; 2025Q1: 1,113 shares; 2025Q2: 1,193 shares; 2025Q3: 1,196 shares; 2025Q4: 1,532 shares; 2026Q1: 1,385 shares; 2026Q2: 1,341 shares 1,341 $219K 0.01% -44 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,841 shares; 2025Q1: 1,701 shares; 2025Q2: 1,599 shares; 2025Q3: 1,597 shares; 2025Q4: 1,612 shares; 2026Q1: 1,620 shares; 2026Q2: 1,635 shares 1,635 $217K 0.01% +15 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM 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: 15,050 shares; 2026Q2: 15,050 shares 15,050 $215K 0.01% 0 Timeline SLYG 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: not reported; 2026Q2: 1,807 shares 1,807 $215K 0.01% new Timeline MGK 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: not reported; 2026Q2: 2,437 shares 2,437 $214K 0.01% new Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,143 shares 2,143 $213K 0.01% 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: 1,907 shares; 2025Q2: 2,086 shares; 2025Q3: 2,228 shares; 2025Q4: 2,706 shares; 2026Q1: 3,219 shares; 2026Q2: 2,333 shares 2,333 $212K 0.01% -886 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,114 shares 5,114 $211K 0.01% new Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,786 shares; 2024Q4: 1,802 shares; 2025Q1: 1,854 shares; 2025Q2: 1,555 shares; 2025Q3: 1,530 shares; 2025Q4: 1,450 shares; 2026Q1: 1,406 shares; 2026Q2: 1,163 shares 1,163 $205K 0.01% -243 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,300 shares 4,300 $204K 0.01% new Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,777 shares; 2024Q4: 9,091 shares; 2025Q1: 9,095 shares; 2025Q2: 8,544 shares; 2025Q3: 8,562 shares; 2025Q4: 8,459 shares; 2026Q1: 8,459 shares; 2026Q2: 8,473 shares 8,473 $203K 0.01% +14 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS 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: 1,260 shares 1,260 $201K 0.01% new Timeline SHY 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: 2,165 shares 2,165 $178K <0.01% new Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,235 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,095 shares 8,095 $166K <0.01% new Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,000 shares; 2024Q4: 16,000 shares; 2025Q1: not reported; 2025Q2: 16,000 shares; 2025Q3: 16,000 shares; 2025Q4: 16,000 shares; 2026Q1: 19,200 shares; 2026Q2: 19,200 shares 19,200 $164K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,144 shares; 2025Q3: 10,271 shares; 2025Q4: not reported; 2026Q1: 10,004 shares; 2026Q2: 10,001 shares 10,001 $134K <0.01% -3 Timeline MTUM 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: 334 shares 334 $115K <0.01% new Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,840 shares; 2024Q4: not reported; 2025Q1: 13,049 shares; 2025Q2: 13,159 shares; 2025Q3: 13,270 shares; 2025Q4: 13,426 shares; 2026Q1: 16,622 shares; 2026Q2: 13,631 shares 13,631 $107K <0.01% -2,991 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 938 shares 938 $104K <0.01% new Timeline ZIP ZIPRECRUITER INC More: the full row for ZIPRECRUITER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,828 shares; 2024Q4: 80,828 shares; 2025Q1: 57,828 shares; 2025Q2: 57,828 shares; 2025Q3: 47,828 shares; 2025Q4: not reported; 2026Q1: 17,828 shares; 2026Q2: 17,838 shares 17,838 $66.9K <0.01% +10 Timeline GMEWS GAMESTOP CORP NEW More: the full row for GAMESTOP CORP 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: 19,500 shares; 2026Q2: 19,500 shares 19,500 $54.4K <0.01% 0 Timeline GROY GOLD ROYALTY CORP More: the full row for GOLD ROYALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,750 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,750 shares 11,750 $32.4K <0.01% new Timeline CYPH CYPHERPUNK TECHNOLOGIES INC More: the full row for CYPHERPUNK 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: 22,000 shares; 2026Q2: 22,000 shares 22,000 $13.5K <0.01% 0 Timeline BYND BEYOND MEAT INC More: the full row for BEYOND MEAT 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: 10,500 shares; 2026Q2: 10,000 shares 10,000 $7.5K <0.01% -500 Timeline