AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,929 shares; 2024Q4: 134,198 shares; 2025Q1: 124,903 shares; 2025Q2: 114,270 shares; 2025Q3: 116,601 shares; 2025Q4: 120,087 shares; 2026Q1: 121,478 shares; 2026Q2: 121,692 shares 121,692 $35.2M 6.45% +214 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: 128,171 shares; 2024Q4: 124,399 shares; 2025Q1: 112,348 shares; 2025Q2: 112,022 shares; 2025Q3: 111,428 shares; 2025Q4: 104,973 shares; 2026Q1: 103,891 shares; 2026Q2: 97,443 shares 97,443 $34.8M 6.38% -6,448 Timeline SMTH ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,297,273 shares; 2024Q4: 1,590,342 shares; 2025Q1: 1,619,820 shares; 2025Q2: 1,134,116 shares; 2025Q3: 1,271,761 shares; 2025Q4: 1,337,496 shares; 2026Q1: 1,326,629 shares; 2026Q2: 1,336,672 shares 1,336,672 $34.4M 6.31% +10,043 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: 122,773 shares; 2024Q4: 120,456 shares; 2025Q1: 161,641 shares; 2025Q2: 163,050 shares; 2025Q3: 163,378 shares; 2025Q4: 165,301 shares; 2026Q1: 172,760 shares; 2026Q2: 167,537 shares 167,537 $33.5M 6.14% -5,223 Timeline VYMI 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: 3,734 shares; 2024Q4: 3,523 shares; 2025Q1: not reported; 2025Q2: 296,533 shares; 2025Q3: 304,010 shares; 2025Q4: 319,956 shares; 2026Q1: 322,021 shares; 2026Q2: 315,871 shares 315,871 $31M 5.68% -6,150 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: 131,508 shares; 2024Q4: 127,619 shares; 2025Q1: 107,897 shares; 2025Q2: 106,831 shares; 2025Q3: 109,282 shares; 2025Q4: 116,314 shares; 2026Q1: 119,172 shares; 2026Q2: 115,976 shares 115,976 $27.6M 5.07% -3,196 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: 54,814 shares; 2024Q4: 53,917 shares; 2025Q1: 55,196 shares; 2025Q2: 54,092 shares; 2025Q3: 55,371 shares; 2025Q4: 58,410 shares; 2026Q1: 68,212 shares; 2026Q2: 68,528 shares 68,528 $25.6M 4.68% +316 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: 62,998 shares; 2024Q4: 63,694 shares; 2025Q1: 64,187 shares; 2025Q2: 62,364 shares; 2025Q3: 41,403 shares; 2025Q4: 41,360 shares; 2026Q1: 41,701 shares; 2026Q2: 40,789 shares 40,789 $19.5M 3.57% -912 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: 222,540 shares; 2024Q4: 228,726 shares; 2025Q1: 242,162 shares; 2025Q2: 255,262 shares; 2025Q3: 270,705 shares; 2025Q4: 274,064 shares; 2026Q1: 247,393 shares; 2026Q2: 245,631 shares 245,631 $18.5M 3.4% -1,762 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 492,590 shares; 2024Q4: not reported; 2025Q1: 579,690 shares; 2025Q2: 104,208 shares; 2025Q3: 113,685 shares; 2025Q4: 383,077 shares; 2026Q1: 423,700 shares; 2026Q2: 403,695 shares 403,695 $17.5M 3.2% -20,005 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: 50,058 shares; 2024Q4: 50,496 shares; 2025Q1: 51,563 shares; 2025Q2: 50,916 shares; 2025Q3: 50,588 shares; 2025Q4: 49,694 shares; 2026Q1: 44,895 shares; 2026Q2: 42,160 shares 42,160 $15.5M 2.85% -2,735 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,523 shares; 2024Q4: 3,373 shares; 2025Q1: 3,458 shares; 2025Q2: 2,721 shares; 2025Q3: 2,759 shares; 2025Q4: 3,308 shares; 2026Q1: 3,310 shares; 2026Q2: 38,391 shares 38,391 $13.1M 2.4% +35,081 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER 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: 53,352 shares 53,352 $12.1M 2.22% new 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: 20,656 shares; 2024Q4: 39,229 shares; 2025Q1: 23,963 shares; 2025Q2: 22,040 shares; 2025Q3: 23,600 shares; 2025Q4: 24,006 shares; 2026Q1: 37,869 shares; 2026Q2: 33,754 shares 33,754 $11.5M 2.11% -4,115 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: 23,854 shares; 2024Q4: 23,974 shares; 2025Q1: 24,215 shares; 2025Q2: 24,014 shares; 2025Q3: 21,115 shares; 2025Q4: 21,994 shares; 2026Q1: 21,909 shares; 2026Q2: 20,410 shares 20,410 $11.5M 2.11% -1,499 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: 72,278 shares; 2024Q4: 71,584 shares; 2025Q1: 74,326 shares; 2025Q2: 74,866 shares; 2025Q3: 78,735 shares; 2025Q4: 81,740 shares; 2026Q1: 87,920 shares; 2026Q2: 231,147 shares 231,147 $11.4M 2.09% +143,227 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 304,485 shares 304,485 $11.1M 2.03% new Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,702 shares; 2025Q2: 311,887 shares; 2025Q3: 287,183 shares; 2025Q4: 300,068 shares; 2026Q1: 340,425 shares; 2026Q2: 290,320 shares 290,320 $10M 1.84% -50,105 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,971 shares; 2025Q2: 386,222 shares; 2025Q3: 270,150 shares; 2025Q4: 273,161 shares; 2026Q1: 273,411 shares; 2026Q2: 134,097 shares 134,097 $9.55M 1.75% -139,314 Timeline DEM 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: 8,386 shares; 2025Q3: 8,746 shares; 2025Q4: 9,301 shares; 2026Q1: 9,032 shares; 2026Q2: 158,988 shares 158,988 $8.55M 1.57% +149,956 Timeline PHO 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: 115,748 shares; 2024Q4: 115,192 shares; 2025Q1: 115,887 shares; 2025Q2: 114,025 shares; 2025Q3: 115,645 shares; 2025Q4: 117,631 shares; 2026Q1: 123,518 shares; 2026Q2: 119,988 shares 119,988 $8.29M 1.52% -3,530 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: 30,391 shares; 2024Q4: 27,491 shares; 2025Q1: 66,958 shares; 2025Q2: 58,482 shares; 2025Q3: 116,753 shares; 2025Q4: 116,546 shares; 2026Q1: 65,034 shares; 2026Q2: 63,344 shares 63,344 $8.14M 1.49% -1,690 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,054 shares; 2024Q4: 20,755 shares; 2025Q1: 46,513 shares; 2025Q2: 85,235 shares; 2025Q3: 247,475 shares; 2025Q4: 237,199 shares; 2026Q1: 362,200 shares; 2026Q2: 313,977 shares 313,977 $7.01M 1.29% -48,223 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: 30,479 shares; 2024Q4: 29,898 shares; 2025Q1: 29,484 shares; 2025Q2: 29,691 shares; 2025Q3: 29,776 shares; 2025Q4: 28,030 shares; 2026Q1: 23,021 shares; 2026Q2: 18,906 shares 18,906 $6.68M 1.22% -4,115 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: 5,011 shares; 2024Q4: 5,641 shares; 2025Q1: 5,654 shares; 2025Q2: 344 shares; 2025Q3: 713 shares; 2025Q4: 1,122 shares; 2026Q1: 404 shares; 2026Q2: 5,390 shares 5,390 $6.46M 1.18% +4,986 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,266 shares 27,266 $6.08M 1.11% new Timeline VPU 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: 51,781 shares; 2024Q4: 48,532 shares; 2025Q1: 49,283 shares; 2025Q2: 26,712 shares; 2025Q3: 27,218 shares; 2025Q4: 28,581 shares; 2026Q1: 31,787 shares; 2026Q2: 29,950 shares 29,950 $5.86M 1.07% -1,837 Timeline MRNA MODERNA INC More: the full row for MODERNA 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: 105,066 shares; 2026Q1: 80,728 shares; 2026Q2: 79,310 shares 79,310 $5.55M 1.02% -1,418 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,784 shares; 2026Q1: not reported; 2026Q2: 36,995 shares 36,995 $5.55M 1.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,160 shares; 2025Q2: not reported; 2025Q3: 21,229 shares; 2025Q4: 22,224 shares; 2026Q1: 22,320 shares; 2026Q2: 21,955 shares 21,955 $5.52M 1.01% -365 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: 37,954 shares; 2024Q4: 25,266 shares; 2025Q1: 214,542 shares; 2025Q2: 43,830 shares; 2025Q3: 34,830 shares; 2025Q4: 35,277 shares; 2026Q1: 47,301 shares; 2026Q2: 55,823 shares 55,823 $5.39M 0.99% +8,522 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: 79,954 shares; 2024Q4: 77,869 shares; 2025Q1: 76,443 shares; 2025Q2: 108,791 shares; 2025Q3: 86,859 shares; 2025Q4: 70,058 shares; 2026Q1: 73,195 shares; 2026Q2: 73,365 shares 73,365 $5.39M 0.99% +170 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,843 shares 24,843 $4.76M 0.87% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,049 shares; 2024Q4: 68,917 shares; 2025Q1: 33,826 shares; 2025Q2: 33,837 shares; 2025Q3: 36,159 shares; 2025Q4: 38,367 shares; 2026Q1: 39,706 shares; 2026Q2: 35,724 shares 35,724 $4.51M 0.83% -3,982 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: 9,415 shares; 2024Q4: 8,903 shares; 2025Q1: 5,279 shares; 2025Q2: 5,229 shares; 2025Q3: 5,382 shares; 2025Q4: 5,536 shares; 2026Q1: 6,472 shares; 2026Q2: 5,692 shares 5,692 $4.34M 0.8% -780 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE 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: 47,591 shares; 2025Q4: 74,205 shares; 2026Q1: 102,290 shares; 2026Q2: 167,664 shares 167,664 $4.24M 0.78% +65,374 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: 4,959 shares; 2024Q4: 5,029 shares; 2025Q1: 4,834 shares; 2025Q2: 4,610 shares; 2025Q3: 4,668 shares; 2025Q4: 51,637 shares; 2026Q1: 51,897 shares; 2026Q2: 51,654 shares 51,654 $3.69M 0.68% -243 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,477 shares; 2024Q4: 2,045 shares; 2025Q1: 1,086 shares; 2025Q2: 1,026 shares; 2025Q3: 8,029 shares; 2025Q4: 7,793 shares; 2026Q1: 7,775 shares; 2026Q2: 8,117 shares 8,117 $3.41M 0.63% +342 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,186 shares; 2024Q4: 68,482 shares; 2025Q1: 61,385 shares; 2025Q2: 52,387 shares; 2025Q3: 43,631 shares; 2025Q4: 41,750 shares; 2026Q1: 37,446 shares; 2026Q2: 35,460 shares 35,460 $3.27M 0.6% -1,986 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,803 shares 30,803 $3.15M 0.58% new Timeline UVIX VS TRUST More: the full row for VS 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: 20,790 shares; 2025Q4: not reported; 2026Q1: 437,072 shares; 2026Q2: 1,019,350 shares 1,019,350 $3.15M 0.58% +582,278 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: 9,253 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,258 shares; 2025Q4: 3,168 shares; 2026Q1: 23,745 shares; 2026Q2: 23,743 shares 23,743 $1.97M 0.36% -2 Timeline GSLC 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: 52,348 shares; 2024Q4: 48,257 shares; 2025Q1: 12,848 shares; 2025Q2: 13,526 shares; 2025Q3: 12,305 shares; 2025Q4: 12,837 shares; 2026Q1: 13,147 shares; 2026Q2: 13,151 shares 13,151 $1.87M 0.34% +4 Timeline GLL PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,691 shares; 2026Q2: 66,833 shares 66,833 $1.8M 0.33% +4,142 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,484 shares; 2025Q3: 2,980 shares; 2025Q4: 3,004 shares; 2026Q1: not reported; 2026Q2: 2,639 shares 2,639 $1.73M 0.32% new Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 28,062 shares; 2025Q1: 75,379 shares; 2025Q2: 44,385 shares; 2025Q3: 70,536 shares; 2025Q4: 101,978 shares; 2026Q1: 76,269 shares; 2026Q2: 71,478 shares 71,478 $1.64M 0.3% -4,791 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: 3,861 shares; 2024Q4: 3,961 shares; 2025Q1: 3,961 shares; 2025Q2: 4,376 shares; 2025Q3: 3,951 shares; 2025Q4: 4,157 shares; 2026Q1: 4,493 shares; 2026Q2: 4,088 shares 4,088 $1.54M 0.28% -405 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: 5,160 shares; 2024Q4: 5,537 shares; 2025Q1: 6,321 shares; 2025Q2: 5,232 shares; 2025Q3: 5,160 shares; 2025Q4: 5,047 shares; 2026Q1: 4,208 shares; 2026Q2: 3,999 shares 3,999 $1.48M 0.27% -209 Timeline GGLS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,100 shares; 2025Q2: 10,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 271,426 shares; 2026Q2: 246,311 shares 246,311 $1.41M 0.26% -25,115 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: 25,231 shares; 2024Q4: 18,397 shares; 2025Q1: 19,459 shares; 2025Q2: 16,904 shares; 2025Q3: 13,427 shares; 2025Q4: 16,155 shares; 2026Q1: 11,703 shares; 2026Q2: 11,398 shares 11,398 $1.23M 0.22% -305 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,246 shares; 2026Q1: 42,246 shares; 2026Q2: 42,246 shares 42,246 $1.22M 0.22% 0 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: 5,198 shares; 2024Q4: 4,562 shares; 2025Q1: 4,337 shares; 2025Q2: 4,337 shares; 2025Q3: 4,343 shares; 2025Q4: 4,748 shares; 2026Q1: 3,448 shares; 2026Q2: 3,551 shares 3,551 $1.16M 0.21% +103 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: 1,060 shares; 2024Q4: 1,060 shares; 2025Q1: 1,618 shares; 2025Q2: 1,629 shares; 2025Q3: 1,574 shares; 2025Q4: 4,865 shares; 2026Q1: 4,776 shares; 2026Q2: 4,780 shares 4,780 $1.13M 0.21% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,745 shares; 2026Q2: 2,745 shares 2,745 $1.12M 0.21% 0 Timeline USFR 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: 179,333 shares; 2025Q1: 26,700 shares; 2025Q2: 40,000 shares; 2025Q3: 63,000 shares; 2025Q4: 89,710 shares; 2026Q1: 321,804 shares; 2026Q2: 15,561 shares 15,561 $783K 0.14% -306,243 Timeline NYF 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: 5,035 shares; 2025Q4: 5,215 shares; 2026Q1: 14,020 shares; 2026Q2: 14,305 shares 14,305 $771K 0.14% +285 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,633 shares; 2024Q4: 12,767 shares; 2025Q1: 13,303 shares; 2025Q2: 13,472 shares; 2025Q3: 13,647 shares; 2025Q4: 13,833 shares; 2026Q1: 14,010 shares; 2026Q2: 14,183 shares 14,183 $735K 0.13% +173 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,070 shares; 2026Q2: 6,037 shares 6,037 $722K 0.13% +4,967 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,540 shares 8,540 $668K 0.12% new 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: 1,049 shares; 2024Q4: 1,024 shares; 2025Q1: 1,139 shares; 2025Q2: 1,139 shares; 2025Q3: 1,132 shares; 2025Q4: 1,262 shares; 2026Q1: 1,322 shares; 2026Q2: 1,292 shares 1,292 $647K 0.12% -30 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 801 shares; 2025Q1: 559 shares; 2025Q2: 589 shares; 2025Q3: 589 shares; 2025Q4: 613 shares; 2026Q1: 591 shares; 2026Q2: 608 shares 608 $615K 0.11% +17 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,723 shares; 2026Q1: 5,723 shares; 2026Q2: 5,723 shares 5,723 $595K 0.11% 0 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: 9,738 shares; 2024Q4: not reported; 2025Q1: 18,481 shares; 2025Q2: 8,498 shares; 2025Q3: 37,323 shares; 2025Q4: 16,689 shares; 2026Q1: 11,360 shares; 2026Q2: 10,937 shares 10,937 $585K 0.11% -423 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,000 shares; 2024Q4: 24,863 shares; 2025Q1: 20,776 shares; 2025Q2: 57,891 shares; 2025Q3: 23,694 shares; 2025Q4: 19,267 shares; 2026Q1: 10,867 shares; 2026Q2: 11,622 shares 11,622 $579K 0.11% +755 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: 799 shares; 2024Q4: 791 shares; 2025Q1: 774 shares; 2025Q2: 777 shares; 2025Q3: 577 shares; 2025Q4: 611 shares; 2026Q1: 607 shares; 2026Q2: 601 shares 601 $562K 0.1% -6 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: 1,075 shares; 2024Q4: 1,066 shares; 2025Q1: 773 shares; 2025Q2: 734 shares; 2025Q3: 751 shares; 2025Q4: 1,257 shares; 2026Q1: 1,173 shares; 2026Q2: 6,516 shares 6,516 $561K 0.1% +5,343 Timeline UGL PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,226 shares; 2024Q4: 23,674 shares; 2025Q1: 4,015 shares; 2025Q2: 16,060 shares; 2025Q3: 16,060 shares; 2025Q4: 12,504 shares; 2026Q1: 12,504 shares; 2026Q2: 12,504 shares 12,504 $549K 0.1% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,638 shares; 2025Q3: 6,329 shares; 2025Q4: 6,487 shares; 2026Q1: 6,320 shares; 2026Q2: 6,029 shares 6,029 $505K 0.09% -291 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: 25,514 shares; 2024Q4: 22,832 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,994 shares 1,994 $483K 0.09% new Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,163 shares; 2024Q4: 26,144 shares; 2025Q1: 17,223 shares; 2025Q2: 34,899 shares; 2025Q3: 36,032 shares; 2025Q4: 38,240 shares; 2026Q1: 33,531 shares; 2026Q2: 21,376 shares 21,376 $450K 0.08% -12,155 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,455 shares; 2024Q4: 2,455 shares; 2025Q1: 2,455 shares; 2025Q2: 2,455 shares; 2025Q3: 2,455 shares; 2025Q4: 2,455 shares; 2026Q1: 2,455 shares; 2026Q2: 2,455 shares 2,455 $450K 0.08% 0 Timeline TSMG THEMES ETF TR More: the full row for THEMES 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: not reported; 2026Q2: 8,766 shares 8,766 $447K 0.08% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,209 shares; 2026Q2: 2,329 shares 2,329 $442K 0.08% -880 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,294 shares; 2026Q1: 7,294 shares; 2026Q2: 7,321 shares 7,321 $437K 0.08% +27 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,157 shares; 2024Q4: 2,165 shares; 2025Q1: 2,615 shares; 2025Q2: 2,132 shares; 2025Q3: 2,830 shares; 2025Q4: 2,587 shares; 2026Q1: 2,735 shares; 2026Q2: 2,747 shares 2,747 $431K 0.08% +12 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,105 shares; 2026Q2: 2,000 shares 2,000 $426K 0.08% -1,105 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,069 shares 1,069 $425K 0.08% new Timeline XYLD 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: 253,982 shares; 2024Q4: 562,125 shares; 2025Q1: not reported; 2025Q2: 11,215 shares; 2025Q3: 11,140 shares; 2025Q4: 12,897 shares; 2026Q1: 8,563 shares; 2026Q2: 10,399 shares 10,399 $424K 0.08% +1,836 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,589 shares 4,589 $416K 0.08% new 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: 2,344 shares; 2024Q4: not reported; 2025Q1: 3,634 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,672 shares; 2026Q2: 9,751 shares 9,751 $400K 0.07% +4,079 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,784 shares; 2024Q4: 11,716 shares; 2025Q1: 61,674 shares; 2025Q2: 55,781 shares; 2025Q3: 17,165 shares; 2025Q4: 14,985 shares; 2026Q1: 13,701 shares; 2026Q2: 7,956 shares 7,956 $396K 0.07% -5,745 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,576 shares; 2026Q2: 1,576 shares 1,576 $382K 0.07% 0 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: 5,106 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,475 shares; 2026Q2: 6,578 shares 6,578 $375K 0.07% +103 Timeline VSS 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: 2,419 shares; 2026Q1: 2,419 shares; 2026Q2: 2,419 shares 2,419 $373K 0.07% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 515 shares 515 $354K 0.06% new Timeline SPXS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,242 shares; 2025Q4: not reported; 2026Q1: 157,308 shares; 2026Q2: 13,000 shares 13,000 $344K 0.06% -144,308 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: 4,573 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,808 shares 1,808 $343K 0.06% new Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,516 shares; 2024Q4: 8,516 shares; 2025Q1: 8,516 shares; 2025Q2: 8,516 shares; 2025Q3: 8,516 shares; 2025Q4: 8,016 shares; 2026Q1: 8,016 shares; 2026Q2: 8,016 shares 8,016 $325K 0.06% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,835 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,453 shares; 2026Q1: 1,423 shares; 2026Q2: 1,423 shares 1,423 $310K 0.06% 0 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: 51,470 shares; 2024Q4: 23,308 shares; 2025Q1: 29,241 shares; 2025Q2: 30,412 shares; 2025Q3: 8,671 shares; 2025Q4: 8,667 shares; 2026Q1: 4,482 shares; 2026Q2: 5,292 shares 5,292 $305K 0.06% +810 Timeline IDV 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: 7,352 shares 7,352 $305K 0.06% new Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,835 shares; 2024Q4: 8,400 shares; 2025Q1: 12,500 shares; 2025Q2: 16,255 shares; 2025Q3: 10,804 shares; 2025Q4: 4,230 shares; 2026Q1: 5,330 shares; 2026Q2: 3,000 shares 3,000 $302K 0.06% -2,330 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET 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: 2,498 shares; 2026Q2: 3,502 shares 3,502 $301K 0.06% +1,004 Timeline SOXS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 89,820 shares 89,820 $291K 0.05% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 492 shares 492 $286K 0.05% new Timeline TECS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 67,118 shares; 2025Q2: 18,890 shares; 2025Q3: 494,407 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 46,300 shares 46,300 $285K 0.05% new 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: 245,126 shares; 2025Q2: 6,213 shares; 2025Q3: 6,440 shares; 2025Q4: 6,604 shares; 2026Q1: 3,137 shares; 2026Q2: 3,144 shares 3,144 $278K 0.05% +7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,721 shares; 2026Q1: 4,721 shares; 2026Q2: 4,721 shares 4,721 $272K 0.05% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,338 shares; 2025Q4: 14,630 shares; 2026Q1: 6,929 shares; 2026Q2: 3,973 shares 3,973 $271K 0.05% -2,956 Timeline AMUB UBS AG LONDON BRANCH More: the full row for UBS AG LONDON BRANCH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,713 shares; 2025Q2: 11,713 shares; 2025Q3: 11,713 shares; 2025Q4: 11,713 shares; 2026Q1: 11,713 shares; 2026Q2: 11,713 shares 11,713 $254K 0.05% 0 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: 1,311 shares; 2024Q4: not reported; 2025Q1: 1,671 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,121 shares; 2026Q1: 1,221 shares; 2026Q2: 974 shares 974 $247K 0.05% -247 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER 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: 4,907 shares; 2025Q3: 5,863 shares; 2025Q4: 5,154 shares; 2026Q1: 6,991 shares; 2026Q2: 3,773 shares 3,773 $241K 0.04% -3,218 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,405 shares 2,405 $239K 0.04% new Timeline SSG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,000 shares 21,000 $239K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,967 shares; 2025Q2: 2,970 shares; 2025Q3: not reported; 2025Q4: 2,891 shares; 2026Q1: 3,092 shares; 2026Q2: 2,894 shares 2,894 $235K 0.04% -198 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,418 shares; 2024Q4: 165,189 shares; 2025Q1: 154,217 shares; 2025Q2: 71,939 shares; 2025Q3: 74,456 shares; 2025Q4: 76,902 shares; 2026Q1: 1,853 shares; 2026Q2: 1,751 shares 1,751 $230K 0.04% -102 Timeline HEFA 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: 13,713 shares; 2025Q2: 10,090 shares; 2025Q3: 10,090 shares; 2025Q4: 10,090 shares; 2026Q1: 4,890 shares; 2026Q2: 4,890 shares 4,890 $229K 0.04% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,352 shares 2,352 $226K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 302 shares 302 $222K 0.04% new 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: 970 shares; 2025Q1: 1,100 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 428 shares 428 $221K 0.04% new Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 2,178 shares; 2025Q4: 2,178 shares; 2026Q1: 2,178 shares; 2026Q2: 2,178 shares 2,178 $218K 0.04% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK 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: 2,679 shares 2,679 $204K 0.04% new Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,320 shares; 2024Q4: 11,075 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,661 shares 26,661 $172K 0.03% new Timeline STNE STONECO LTD More: the full row for STONECO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,896 shares 14,896 $161K 0.03% new Timeline NVD GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,560 shares; 2025Q2: not reported; 2025Q3: 18,900 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,595 shares 24,595 $128K 0.02% new Timeline AVAH AVEANNA HEALTHCARE HLDGS INC More: the full row for AVEANNA HEALTHCARE 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: 13,000 shares 13,000 $111K 0.02% new Timeline SLQT SELECTQUOTE INC More: the full row for SELECTQUOTE 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: 30,000 shares 30,000 $25.2K <0.01% new Timeline