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: 30,618 shares; 2024Q4: 30,497 shares; 2025Q1: 33,748 shares; 2025Q2: 31,251 shares; 2025Q3: 68,614 shares; 2025Q4: 44,419 shares; 2026Q1: 46,096 shares; 2026Q2: 95,440 shares 95,440 $70.3M 8.11% +49,344 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: 73,146 shares; 2024Q4: 77,219 shares; 2025Q1: 79,502 shares; 2025Q2: 80,256 shares; 2025Q3: 88,517 shares; 2025Q4: 56,899 shares; 2026Q1: 56,117 shares; 2026Q2: 96,457 shares 96,457 $66.2M 7.64% +40,340 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: 57,400 shares; 2024Q4: 58,179 shares; 2025Q1: 63,051 shares; 2025Q2: 62,634 shares; 2025Q3: 291,862 shares; 2025Q4: 49,811 shares; 2026Q1: 52,231 shares; 2026Q2: 325,178 shares 325,178 $61.1M 7.05% +272,947 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: 242,331 shares; 2024Q4: 243,567 shares; 2025Q1: 248,683 shares; 2025Q2: 268,139 shares; 2025Q3: 269,409 shares; 2025Q4: 62,137 shares; 2026Q1: 53,620 shares; 2026Q2: 243,364 shares 243,364 $58.1M 6.7% +189,744 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: 135,993 shares; 2024Q4: 134,579 shares; 2025Q1: 135,379 shares; 2025Q2: 143,084 shares; 2025Q3: 137,998 shares; 2025Q4: 43,073 shares; 2026Q1: 39,061 shares; 2026Q2: 135,276 shares 135,276 $47.8M 5.51% +96,215 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 580,506 shares; 2024Q4: 625,537 shares; 2025Q1: 632,485 shares; 2025Q2: 627,898 shares; 2025Q3: 622,513 shares; 2025Q4: 37,863 shares; 2026Q1: 35,725 shares; 2026Q2: 574,567 shares 574,567 $39.3M 4.54% +538,842 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: 106,592 shares; 2024Q4: 97,203 shares; 2025Q1: 102,258 shares; 2025Q2: 303,101 shares; 2025Q3: 105,476 shares; 2025Q4: 29,026 shares; 2026Q1: 26,050 shares; 2026Q2: 100,835 shares 100,835 $29.1M 3.36% +74,785 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: 14,321 shares; 2024Q4: 14,410 shares; 2025Q1: 14,721 shares; 2025Q2: 14,866 shares; 2025Q3: 37,200 shares; 2025Q4: 19,912 shares; 2026Q1: 18,817 shares; 2026Q2: 52,278 shares 52,278 $26.1M 3.02% +33,461 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: 85,117 shares; 2024Q4: 93,633 shares; 2025Q1: 96,789 shares; 2025Q2: 97,238 shares; 2025Q3: 99,920 shares; 2025Q4: 22,147 shares; 2026Q1: 21,743 shares; 2026Q2: 100,570 shares 100,570 $23.8M 2.75% +78,827 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,218 shares; 2024Q4: 13,479 shares; 2025Q1: 14,591 shares; 2025Q2: 14,690 shares; 2025Q3: 36,615 shares; 2025Q4: 17,542 shares; 2026Q1: 16,828 shares; 2026Q2: 42,166 shares 42,166 $22M 2.54% +25,338 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: 49,910 shares; 2024Q4: 49,172 shares; 2025Q1: 55,903 shares; 2025Q2: 48,738 shares; 2025Q3: 48,690 shares; 2025Q4: 14,535 shares; 2026Q1: 13,954 shares; 2026Q2: 46,830 shares 46,830 $16.7M 1.93% +32,876 Timeline TQQQ 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: 11,035 shares; 2025Q4: 1,110 shares; 2026Q1: 1,254 shares; 2026Q2: 198,872 shares 198,872 $16.1M 1.86% +197,618 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: 36,487 shares; 2024Q4: 36,704 shares; 2025Q1: 40,432 shares; 2025Q2: 235,082 shares; 2025Q3: 35,134 shares; 2025Q4: 17,020 shares; 2026Q1: 14,003 shares; 2026Q2: 40,679 shares 40,679 $15.2M 1.75% +26,676 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: 40,791 shares; 2024Q4: 51,259 shares; 2025Q1: 60,236 shares; 2025Q2: 56,312 shares; 2025Q3: 57,949 shares; 2025Q4: 11,540 shares; 2026Q1: 12,370 shares; 2026Q2: 61,567 shares 61,567 $13.1M 1.51% +49,197 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: 35,851 shares; 2024Q4: 35,680 shares; 2025Q1: 34,892 shares; 2025Q2: 34,918 shares; 2025Q3: 34,918 shares; 2025Q4: 11,707 shares; 2026Q1: 11,221 shares; 2026Q2: 33,873 shares 33,873 $12.5M 1.45% +22,652 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: 28,060 shares; 2024Q4: 32,990 shares; 2025Q1: 33,071 shares; 2025Q2: 33,059 shares; 2025Q3: 31,704 shares; 2025Q4: 8,957 shares; 2026Q1: 8,492 shares; 2026Q2: 30,901 shares 30,901 $9.25M 1.07% +22,409 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,817 shares; 2024Q4: 13,430 shares; 2025Q1: 13,851 shares; 2025Q2: 15,613 shares; 2025Q3: 16,160 shares; 2025Q4: 11,475 shares; 2026Q1: 9,403 shares; 2026Q2: 15,715 shares 15,715 $8.85M 1.02% +6,312 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,001 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 9,849 shares; 2025Q4: 3,818 shares; 2026Q1: 3,945 shares; 2026Q2: 19,334 shares 19,334 $8.24M 0.95% +15,389 Timeline SPXL 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: 4,060 shares; 2025Q4: 849 shares; 2026Q1: 712 shares; 2026Q2: 30,340 shares 30,340 $8.21M 0.95% +29,628 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: 3,234 shares; 2024Q4: 3,399 shares; 2025Q1: 3,399 shares; 2025Q2: 3,676 shares; 2025Q3: 11,257 shares; 2025Q4: 4,697 shares; 2026Q1: 5,402 shares; 2026Q2: 21,243 shares 21,243 $7.83M 0.9% +15,841 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,277 shares; 2025Q1: 18,697 shares; 2025Q2: 11,964 shares; 2025Q3: 15,438 shares; 2025Q4: 5,502 shares; 2026Q1: 5,122 shares; 2026Q2: 19,974 shares 19,974 $7.54M 0.87% +14,852 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: 31,462 shares; 2024Q4: 31,461 shares; 2025Q1: 45,124 shares; 2025Q2: 34,364 shares; 2025Q3: 36,219 shares; 2025Q4: 6,733 shares; 2026Q1: 6,454 shares; 2026Q2: 37,422 shares 37,422 $7.46M 0.86% +30,968 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: 2,075 shares; 2024Q4: 2,050 shares; 2025Q1: 2,257 shares; 2025Q2: 3,021 shares; 2025Q3: 4,621 shares; 2025Q4: 902 shares; 2026Q1: 3,622 shares; 2026Q2: 21,871 shares 21,871 $7.43M 0.86% +18,249 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,579 shares; 2024Q4: 15,843 shares; 2025Q1: 19,031 shares; 2025Q2: 23,346 shares; 2025Q3: 24,875 shares; 2025Q4: 2,365 shares; 2026Q1: 6,168 shares; 2026Q2: 73,417 shares 73,417 $7.01M 0.81% +67,249 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: 4,884 shares; 2024Q4: 6,138 shares; 2025Q1: 5,878 shares; 2025Q2: 5,031 shares; 2025Q3: 5,035 shares; 2025Q4: 5,493 shares; 2026Q1: 4,692 shares; 2026Q2: 5,649 shares 5,649 $6.79M 0.78% +957 Timeline BRK-A 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: 11 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 7,548 shares; 2026Q1: 7,181 shares; 2026Q2: 9 shares 9 $6.74M 0.78% -7,172 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: 62,678 shares; 2024Q4: 68,262 shares; 2025Q1: 69,469 shares; 2025Q2: 69,469 shares; 2025Q3: 68,957 shares; 2025Q4: 4,628 shares; 2026Q1: 4,618 shares; 2026Q2: 71,507 shares 71,507 $5.92M 0.68% +66,889 Timeline YSEP 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: 203,425 shares; 2024Q4: 192,142 shares; 2025Q1: 195,280 shares; 2025Q2: 207,948 shares; 2025Q3: 209,941 shares; 2025Q4: 5,462 shares; 2026Q1: 5,268 shares; 2026Q2: 199,617 shares 199,617 $5.5M 0.63% +194,349 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: 44,565 shares; 2024Q4: 34,020 shares; 2025Q1: 38,581 shares; 2025Q2: 43,865 shares; 2025Q3: 46,315 shares; 2025Q4: 5,125 shares; 2026Q1: 5,703 shares; 2026Q2: 47,412 shares 47,412 $5.38M 0.62% +41,709 Timeline FFEB 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: 80,152 shares; 2024Q4: 87,558 shares; 2025Q1: 88,848 shares; 2025Q2: 88,619 shares; 2025Q3: 91,679 shares; 2025Q4: 5,287 shares; 2026Q1: 5,101 shares; 2026Q2: 87,276 shares 87,276 $5.32M 0.61% +82,175 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: 42,234 shares; 2024Q4: 28,958 shares; 2025Q1: 28,382 shares; 2025Q2: 39,258 shares; 2025Q3: 39,458 shares; 2025Q4: 7,074 shares; 2026Q1: 6,353 shares; 2026Q2: 42,778 shares 42,778 $4.99M 0.58% +36,425 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: 1,708 shares; 2024Q4: 4,837 shares; 2025Q1: 4,820 shares; 2025Q2: 4,752 shares; 2025Q3: 4,752 shares; 2025Q4: 4,620 shares; 2026Q1: 5,352 shares; 2026Q2: 5,258 shares 5,258 $4.96M 0.57% -94 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: 23,258 shares; 2024Q4: 25,344 shares; 2025Q1: 27,402 shares; 2025Q2: 28,556 shares; 2025Q3: 34,364 shares; 2025Q4: 3,135 shares; 2026Q1: 4,022 shares; 2026Q2: 51,023 shares 51,023 $4.93M 0.57% +47,001 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: 15,153 shares; 2024Q4: 9,902 shares; 2025Q1: 9,951 shares; 2025Q2: 13,052 shares; 2025Q3: 13,162 shares; 2025Q4: 4,250 shares; 2026Q1: 4,122 shares; 2026Q2: 13,918 shares 13,918 $4.56M 0.53% +9,796 Timeline EEMV 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: 59,811 shares; 2025Q4: 4,399 shares; 2026Q1: 4,350 shares; 2026Q2: 60,239 shares 60,239 $4.46M 0.51% +55,889 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: 9,205 shares; 2024Q4: 9,107 shares; 2025Q1: 11,249 shares; 2025Q2: 215,251 shares; 2025Q3: 9,197 shares; 2025Q4: 3,990 shares; 2026Q1: 3,554 shares; 2026Q2: 10,434 shares 10,434 $4.37M 0.5% +6,880 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: 3,373 shares; 2024Q4: 3,572 shares; 2025Q1: 3,978 shares; 2025Q2: 4,036 shares; 2025Q3: 4,022 shares; 2025Q4: 3,525 shares; 2026Q1: 3,621 shares; 2026Q2: 4,190 shares 4,190 $4.24M 0.49% +569 Timeline XJUN 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: 84,315 shares; 2024Q4: 94,673 shares; 2025Q1: 94,380 shares; 2025Q2: 94,380 shares; 2025Q3: 94,380 shares; 2025Q4: 4,011 shares; 2026Q1: 4,003 shares; 2026Q2: 92,063 shares 92,063 $4.09M 0.47% +88,060 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: 334,598 shares; 2024Q4: 338,613 shares; 2025Q1: 337,913 shares; 2025Q2: 320,013 shares; 2025Q3: 320,013 shares; 2025Q4: not reported; 2026Q1: 3,852 shares; 2026Q2: 334,729 shares 334,729 $4.06M 0.47% +330,877 Timeline WELLS FARGO & CO 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: 3,422 shares; 2024Q4: 3,442 shares; 2025Q1: 3,467 shares; 2025Q2: 3,442 shares; 2025Q3: 3,458 shares; 2025Q4: 4,215 shares; 2026Q1: 3,994 shares; 2026Q2: 3,458 shares 3,458 $4M 0.46% -536 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: 68,424 shares; 2024Q4: 71,537 shares; 2025Q1: 70,976 shares; 2025Q2: 69,876 shares; 2025Q3: 69,383 shares; 2025Q4: 3,711 shares; 2026Q1: 3,660 shares; 2026Q2: 66,863 shares 66,863 $3.99M 0.46% +63,203 Timeline SDVY 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: 9,880 shares; 2024Q4: 21,180 shares; 2025Q1: 27,514 shares; 2025Q2: 27,514 shares; 2025Q3: 87,363 shares; 2025Q4: 3,472 shares; 2026Q1: 3,482 shares; 2026Q2: 88,429 shares 88,429 $3.81M 0.44% +84,947 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: 52,348 shares; 2024Q4: 52,347 shares; 2025Q1: 56,142 shares; 2025Q2: 56,142 shares; 2025Q3: 54,452 shares; 2025Q4: 4,339 shares; 2026Q1: 4,533 shares; 2026Q2: 50,452 shares 50,452 $3.81M 0.44% +45,919 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: 28,095 shares; 2024Q4: 31,836 shares; 2025Q1: 35,133 shares; 2025Q2: 33,933 shares; 2025Q3: 35,520 shares; 2025Q4: 1,918 shares; 2026Q1: 1,982 shares; 2026Q2: 69,791 shares 69,791 $3.74M 0.43% +67,809 Timeline UPRO 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: 5,250 shares; 2025Q4: 662 shares; 2026Q1: 921 shares; 2026Q2: 25,898 shares 25,898 $3.67M 0.42% +24,977 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 325,030 shares; 2024Q4: 314,255 shares; 2025Q1: 308,249 shares; 2025Q2: 308,249 shares; 2025Q3: 305,359 shares; 2025Q4: not reported; 2026Q1: 3,419 shares; 2026Q2: 300,845 shares 300,845 $3.65M 0.42% +297,426 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: 13,486 shares; 2024Q4: 17,302 shares; 2025Q1: 17,232 shares; 2025Q2: 17,194 shares; 2025Q3: 17,092 shares; 2025Q4: 3,199 shares; 2026Q1: 3,303 shares; 2026Q2: 16,586 shares 16,586 $3.62M 0.42% +13,283 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: 27,211 shares; 2024Q4: 27,900 shares; 2025Q1: 26,667 shares; 2025Q2: 24,675 shares; 2025Q3: 25,005 shares; 2025Q4: 3,931 shares; 2026Q1: 3,556 shares; 2026Q2: 22,350 shares 22,350 $3.56M 0.41% +18,794 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: 13,305 shares; 2024Q4: 13,305 shares; 2025Q1: 13,520 shares; 2025Q2: 14,655 shares; 2025Q3: 44,071 shares; 2025Q4: 3,694 shares; 2026Q1: 3,449 shares; 2026Q2: 95,285 shares 95,285 $3.18M 0.37% +91,836 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: 49,941 shares; 2024Q4: 51,922 shares; 2025Q1: 51,425 shares; 2025Q2: 49,887 shares; 2025Q3: 40,887 shares; 2025Q4: 2,775 shares; 2026Q1: 2,481 shares; 2026Q2: 55,337 shares 55,337 $3.16M 0.36% +52,856 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,933 shares; 2024Q4: 26,365 shares; 2025Q1: 30,138 shares; 2025Q2: 30,317 shares; 2025Q3: 30,317 shares; 2025Q4: 2,473 shares; 2026Q1: 2,626 shares; 2026Q2: 32,244 shares 32,244 $3.01M 0.35% +29,618 Timeline SPHD 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: 58,501 shares; 2024Q4: 57,522 shares; 2025Q1: 58,022 shares; 2025Q2: 55,624 shares; 2025Q3: 56,603 shares; 2025Q4: 2,740 shares; 2026Q1: 2,832 shares; 2026Q2: 57,534 shares 57,534 $2.93M 0.34% +54,702 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: 9,261 shares; 2024Q4: 7,399 shares; 2025Q1: 7,448 shares; 2025Q2: 8,199 shares; 2025Q3: 8,192 shares; 2025Q4: 2,814 shares; 2026Q1: 2,440 shares; 2026Q2: 8,007 shares 8,007 $2.75M 0.32% +5,567 Timeline GJAN 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: 64,255 shares; 2024Q4: 63,165 shares; 2025Q1: 61,805 shares; 2025Q2: 61,615 shares; 2025Q3: 61,981 shares; 2025Q4: 2,652 shares; 2026Q1: 2,596 shares; 2026Q2: 60,841 shares 60,841 $2.74M 0.32% +58,245 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: 71,145 shares; 2024Q4: 74,285 shares; 2025Q1: 70,962 shares; 2025Q2: 67,778 shares; 2025Q3: 62,974 shares; 2025Q4: 3,707 shares; 2026Q1: 3,091 shares; 2026Q2: 55,197 shares 55,197 $2.73M 0.32% +52,106 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,252 shares; 2024Q4: 2,829 shares; 2025Q1: 4,514 shares; 2025Q2: 2,844 shares; 2025Q3: 3,884 shares; 2025Q4: 2,340 shares; 2026Q1: 2,407 shares; 2026Q2: 3,872 shares 3,872 $2.73M 0.31% +1,465 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: 14,490 shares; 2024Q4: 16,681 shares; 2025Q1: 17,734 shares; 2025Q2: 19,701 shares; 2025Q3: 17,701 shares; 2025Q4: 1,993 shares; 2026Q1: 2,181 shares; 2026Q2: 19,353 shares 19,353 $2.73M 0.31% +17,172 Timeline UDOW 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: 6,571 shares; 2025Q4: 701 shares; 2026Q1: 668 shares; 2026Q2: 38,757 shares 38,757 $2.72M 0.31% +38,089 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: 15,373 shares; 2024Q4: 17,378 shares; 2025Q1: 17,585 shares; 2025Q2: 18,107 shares; 2025Q3: 17,873 shares; 2025Q4: 4,625 shares; 2026Q1: 3,366 shares; 2026Q2: 17,101 shares 17,101 $2.69M 0.31% +13,735 Timeline SOXL 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: 9,800 shares; 2024Q4: 75,200 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: not reported; 2025Q4: 216 shares; 2026Q1: 371 shares; 2026Q2: 9,750 shares 9,750 $2.6M 0.3% +9,379 Timeline FJUN 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: 4,518 shares; 2025Q1: 5,518 shares; 2025Q2: 44,186 shares; 2025Q3: 44,186 shares; 2025Q4: 2,782 shares; 2026Q1: 2,391 shares; 2026Q2: 42,668 shares 42,668 $2.56M 0.3% +40,277 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,446 shares; 2024Q4: 22,678 shares; 2025Q1: 39,555 shares; 2025Q2: 40,568 shares; 2025Q3: 50,698 shares; 2025Q4: 2,135 shares; 2026Q1: 2,057 shares; 2026Q2: 58,030 shares 58,030 $2.51M 0.29% +55,973 Timeline DIVD EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,171 shares; 2024Q4: 21,185 shares; 2025Q1: 26,019 shares; 2025Q2: 31,527 shares; 2025Q3: 40,641 shares; 2025Q4: 1,715 shares; 2026Q1: 2,125 shares; 2026Q2: 57,158 shares 57,158 $2.43M 0.28% +55,033 Timeline PSUS PERSHING SQUARE USA LTD More: the full row for PERSHING SQUARE USA 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: 63,950 shares 63,950 $2.39M 0.28% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,702 shares; 2024Q4: 12,453 shares; 2025Q1: 12,476 shares; 2025Q2: 11,692 shares; 2025Q3: 11,692 shares; 2025Q4: 2,000 shares; 2026Q1: 1,603 shares; 2026Q2: 12,539 shares 12,539 $2.33M 0.27% +10,936 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: 17,232 shares; 2024Q4: 17,280 shares; 2025Q1: 16,497 shares; 2025Q2: 16,429 shares; 2025Q3: 16,362 shares; 2025Q4: 3,300 shares; 2026Q1: 2,147 shares; 2026Q2: 15,701 shares 15,701 $2.3M 0.27% +13,554 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: 2,063 shares; 2024Q4: 2,534 shares; 2025Q1: 8,318 shares; 2025Q2: 9,998 shares; 2025Q3: 11,253 shares; 2025Q4: 2,439 shares; 2026Q1: 2,222 shares; 2026Q2: 4,100 shares 4,100 $2.29M 0.26% +1,878 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: 7,934 shares; 2024Q4: 12,245 shares; 2025Q1: 13,976 shares; 2025Q2: 8,522 shares; 2025Q3: 9,114 shares; 2025Q4: 1,891 shares; 2026Q1: 2,205 shares; 2026Q2: 9,022 shares 9,022 $2.29M 0.26% +6,817 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: 2,485 shares; 2024Q4: 2,484 shares; 2025Q1: 2,587 shares; 2025Q2: 2,587 shares; 2025Q3: 2,587 shares; 2025Q4: 1,981 shares; 2026Q1: 1,489 shares; 2026Q2: 17,075 shares 17,075 $2.04M 0.24% +15,586 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: 3,028 shares; 2024Q4: 3,106 shares; 2025Q1: 2,766 shares; 2025Q2: 2,736 shares; 2025Q3: 2,736 shares; 2025Q4: 1,874 shares; 2026Q1: 1,787 shares; 2026Q2: 2,707 shares 2,707 $2.02M 0.23% +920 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 120,161 shares; 2025Q2: 206,607 shares; 2025Q3: 126,607 shares; 2025Q4: 2,293 shares; 2026Q1: 2,034 shares; 2026Q2: 174,217 shares 174,217 $1.95M 0.22% +172,183 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: 292 shares; 2024Q4: 1,083 shares; 2025Q1: 1,270 shares; 2025Q2: 770 shares; 2025Q3: 820 shares; 2025Q4: 974 shares; 2026Q1: 1,306 shares; 2026Q2: 955 shares 955 $1.88M 0.22% -351 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,274 shares; 2025Q2: 1,139 shares; 2025Q3: 1,195 shares; 2025Q4: 819 shares; 2026Q1: 1,225 shares; 2026Q2: 3,953 shares 3,953 $1.87M 0.22% +2,728 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; 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: 1,765 shares; 2026Q2: 154,456 shares 154,456 $1.84M 0.21% +152,691 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,505 shares; 2024Q4: 127,805 shares; 2025Q1: 139,627 shares; 2025Q2: 134,600 shares; 2025Q3: 126,503 shares; 2025Q4: 3,150 shares; 2026Q1: 1,660 shares; 2026Q2: 101,459 shares 101,459 $1.82M 0.21% +99,799 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: 5,163 shares; 2024Q4: 4,863 shares; 2025Q1: 6,115 shares; 2025Q2: 7,899 shares; 2025Q3: 7,150 shares; 2025Q4: 957 shares; 2026Q1: 2,231 shares; 2026Q2: 15,549 shares 15,549 $1.82M 0.21% +13,318 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: 12,251 shares; 2024Q4: 20,046 shares; 2025Q1: 26,948 shares; 2025Q2: 15,401 shares; 2025Q3: 17,401 shares; 2025Q4: 1,512 shares; 2026Q1: 1,727 shares; 2026Q2: 14,000 shares 14,000 $1.81M 0.21% +12,273 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,866 shares; 2024Q4: 7,741 shares; 2025Q1: 6,927 shares; 2025Q2: 6,868 shares; 2025Q3: 6,600 shares; 2025Q4: 1,619 shares; 2026Q1: 1,437 shares; 2026Q2: 5,843 shares 5,843 $1.72M 0.2% +4,406 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: 4,488 shares; 2024Q4: 4,953 shares; 2025Q1: 3,017 shares; 2025Q2: 3,255 shares; 2025Q3: 4,739 shares; 2025Q4: 1,625 shares; 2026Q1: 1,060 shares; 2026Q2: 3,823 shares 3,823 $1.59M 0.18% +2,763 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: 29,782 shares; 2024Q4: 28,244 shares; 2025Q1: 28,744 shares; 2025Q2: 28,244 shares; 2025Q3: 28,179 shares; 2025Q4: 2,402 shares; 2026Q1: 2,418 shares; 2026Q2: 35,112 shares 35,112 $1.59M 0.18% +32,694 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION 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: not reported; 2026Q1: not reported; 2026Q2: 6,408 shares 6,408 $1.59M 0.18% new Timeline YMAR 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: 49,953 shares; 2024Q4: 59,743 shares; 2025Q1: 59,743 shares; 2025Q2: 59,743 shares; 2025Q3: 58,682 shares; 2025Q4: 1,586 shares; 2026Q1: 1,575 shares; 2026Q2: 54,859 shares 54,859 $1.57M 0.18% +53,284 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: 4,850 shares; 2024Q4: 3,053 shares; 2025Q1: 4,600 shares; 2025Q2: 3,943 shares; 2025Q3: 3,821 shares; 2025Q4: 2,093 shares; 2026Q1: 1,841 shares; 2026Q2: 3,055 shares 3,055 $1.57M 0.18% +1,214 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: 1,831 shares; 2024Q4: 1,831 shares; 2025Q1: 2,294 shares; 2025Q2: 2,294 shares; 2025Q3: 2,969 shares; 2025Q4: 1,395 shares; 2026Q1: 1,256 shares; 2026Q2: 12,644 shares 12,644 $1.55M 0.18% +11,388 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,599 shares; 2024Q4: 13,508 shares; 2025Q1: 13,572 shares; 2025Q2: 13,572 shares; 2025Q3: 13,572 shares; 2025Q4: 1,495 shares; 2026Q1: 1,401 shares; 2026Q2: 14,050 shares 14,050 $1.55M 0.18% +12,649 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: 4,500 shares; 2024Q4: 4,036 shares; 2025Q1: 3,957 shares; 2025Q2: 4,045 shares; 2025Q3: 3,820 shares; 2025Q4: 480 shares; 2026Q1: 1,251 shares; 2026Q2: 12,419 shares 12,419 $1.42M 0.16% +11,168 Timeline LTH LIFE TIME GROUP HOLDINGS INC More: the full row for LIFE TIME GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,000 shares; 2025Q4: 1,063 shares; 2026Q1: 916 shares; 2026Q2: 34,000 shares 34,000 $1.39M 0.16% +33,084 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: 1,300 shares; 2024Q4: 550 shares; 2025Q1: 532 shares; 2025Q2: 1,260 shares; 2025Q3: 1,340 shares; 2025Q4: 1,589 shares; 2026Q1: 1,961 shares; 2026Q2: 19,242 shares 19,242 $1.39M 0.16% +17,281 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: 16,628 shares; 2024Q4: 13,678 shares; 2025Q1: 13,718 shares; 2025Q2: 15,628 shares; 2025Q3: 15,628 shares; 2025Q4: 1,257 shares; 2026Q1: 1,454 shares; 2026Q2: 15,589 shares 15,589 $1.37M 0.16% +14,135 Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,506 shares; 2024Q4: 21,650 shares; 2025Q1: 72,757 shares; 2025Q2: 56,842 shares; 2025Q3: 55,784 shares; 2025Q4: 1,268 shares; 2026Q1: 1,052 shares; 2026Q2: 84,112 shares 84,112 $1.31M 0.15% +83,060 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: 2,125 shares; 2024Q4: 1,425 shares; 2025Q1: 1,441 shares; 2025Q2: 1,937 shares; 2025Q3: 2,185 shares; 2025Q4: 1,016 shares; 2026Q1: 868 shares; 2026Q2: 1,722 shares 1,722 $1.3M 0.15% +854 Timeline GJUN 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: 21,210 shares; 2024Q4: 31,290 shares; 2025Q1: 31,290 shares; 2025Q2: 31,290 shares; 2025Q3: 31,290 shares; 2025Q4: 1,239 shares; 2026Q1: 1,228 shares; 2026Q2: 31,290 shares 31,290 $1.29M 0.15% +30,062 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: 5,721 shares; 2024Q4: 5,721 shares; 2025Q1: 5,739 shares; 2025Q2: 6,104 shares; 2025Q3: 6,104 shares; 2025Q4: 1,086 shares; 2026Q1: 1,007 shares; 2026Q2: 6,120 shares 6,120 $1.28M 0.15% +5,113 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: 13,463 shares; 2024Q4: 13,052 shares; 2025Q1: 12,987 shares; 2025Q2: 13,161 shares; 2025Q3: 14,647 shares; 2025Q4: 1,680 shares; 2026Q1: 1,200 shares; 2026Q2: 13,221 shares 13,221 $1.28M 0.15% +12,021 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: 6,674 shares; 2024Q4: 6,919 shares; 2025Q1: 6,779 shares; 2025Q2: 6,569 shares; 2025Q3: 6,569 shares; 2025Q4: 1,109 shares; 2026Q1: 1,109 shares; 2026Q2: 6,624 shares 6,624 $1.26M 0.15% +5,515 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: 261 shares; 2024Q4: 262 shares; 2025Q1: 259 shares; 2025Q2: 255 shares; 2025Q3: 257 shares; 2025Q4: 207 shares; 2026Q1: 1,113 shares; 2026Q2: 12,584 shares 12,584 $1.25M 0.14% +11,471 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: 2,544 shares; 2024Q4: 3,020 shares; 2025Q1: 3,020 shares; 2025Q2: 3,020 shares; 2025Q3: 3,670 shares; 2025Q4: 303 shares; 2026Q1: 415 shares; 2026Q2: 23,517 shares 23,517 $1.25M 0.14% +23,102 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,322 shares; 2024Q4: 11,321 shares; 2025Q1: 13,111 shares; 2025Q2: 13,111 shares; 2025Q3: 13,111 shares; 2025Q4: 937 shares; 2026Q1: 781 shares; 2026Q2: 13,100 shares 13,100 $1.18M 0.14% +12,319 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: not reported; 2026Q1: not reported; 2026Q2: 991 shares 991 $1.14M 0.13% new Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,193 shares; 2024Q4: 71,174 shares; 2025Q1: 58,366 shares; 2025Q2: 49,857 shares; 2025Q3: 45,528 shares; 2025Q4: 940 shares; 2026Q1: 858 shares; 2026Q2: 37,591 shares 37,591 $1.12M 0.13% +36,733 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: 1,176 shares; 2025Q2: 1,233 shares; 2025Q3: 1,399 shares; 2025Q4: 574 shares; 2026Q1: 642 shares; 2026Q2: 1,692 shares 1,692 $1.1M 0.13% +1,050 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: 2,652 shares; 2025Q1: 8,569 shares; 2025Q2: 2,870 shares; 2025Q3: 2,800 shares; 2025Q4: 865 shares; 2026Q1: 930 shares; 2026Q2: 2,490 shares 2,490 $1.06M 0.12% +1,560 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: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 940 shares; 2026Q1: 994 shares; 2026Q2: 6,000 shares 6,000 $1.06M 0.12% +5,006 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: 8,834 shares; 2024Q4: 9,088 shares; 2025Q1: 9,230 shares; 2025Q2: 8,877 shares; 2025Q3: 8,760 shares; 2025Q4: 946 shares; 2026Q1: 955 shares; 2026Q2: 6,640 shares 6,640 $1.05M 0.12% +5,685 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,897 shares; 2024Q4: 40,725 shares; 2025Q1: 40,725 shares; 2025Q2: 40,725 shares; 2025Q3: 43,339 shares; 2025Q4: 924 shares; 2026Q1: 1,002 shares; 2026Q2: 49,878 shares 49,878 $1.04M 0.12% +48,876 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,408 shares; 2024Q4: 5,095 shares; 2025Q1: 4,717 shares; 2025Q2: 2,504 shares; 2025Q3: 2,504 shares; 2025Q4: 1,001 shares; 2026Q1: 928 shares; 2026Q2: 2,885 shares 2,885 $1.02M 0.12% +1,957 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: 31,267 shares; 2024Q4: 28,326 shares; 2025Q1: 27,214 shares; 2025Q2: 25,342 shares; 2025Q3: 25,344 shares; 2025Q4: 1,019 shares; 2026Q1: 1,213 shares; 2026Q2: 23,913 shares 23,913 $1.01M 0.12% +22,700 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: 6,600 shares; 2025Q4: 348 shares; 2026Q1: 360 shares; 2026Q2: 3,531 shares 3,531 $1.01M 0.12% +3,171 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,161 shares; 2024Q4: 11,862 shares; 2025Q1: 11,881 shares; 2025Q2: 14,864 shares; 2025Q3: 13,215 shares; 2025Q4: 834 shares; 2026Q1: 632 shares; 2026Q2: 15,883 shares 15,883 $992K 0.11% +15,251 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: 16,266 shares; 2024Q4: 16,266 shares; 2025Q1: 16,003 shares; 2025Q2: 16,003 shares; 2025Q3: 16,003 shares; 2025Q4: not reported; 2026Q1: 959 shares; 2026Q2: 16,872 shares 16,872 $973K 0.11% +15,913 Timeline RSPH 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: 36,645 shares; 2024Q4: 36,645 shares; 2025Q1: 34,471 shares; 2025Q2: 34,471 shares; 2025Q3: 31,573 shares; 2025Q4: 966 shares; 2026Q1: 900 shares; 2026Q2: 29,189 shares 29,189 $969K 0.11% +28,289 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: 7,365 shares; 2024Q4: 8,184 shares; 2025Q1: 8,259 shares; 2025Q2: 8,184 shares; 2025Q3: 8,184 shares; 2025Q4: 990 shares; 2026Q1: 1,402 shares; 2026Q2: 7,066 shares 7,066 $965K 0.11% +5,664 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: 3,983 shares; 2024Q4: 3,983 shares; 2025Q1: 4,015 shares; 2025Q2: 4,015 shares; 2025Q3: 4,015 shares; 2025Q4: 841 shares; 2026Q1: 866 shares; 2026Q2: 3,957 shares 3,957 $959K 0.11% +3,091 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,068 shares; 2025Q4: 219 shares; 2026Q1: 789 shares; 2026Q2: 10,355 shares 10,355 $938K 0.11% +9,566 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: 1,417 shares; 2024Q4: 1,417 shares; 2025Q1: 1,429 shares; 2025Q2: 1,429 shares; 2025Q3: 1,429 shares; 2025Q4: 597 shares; 2026Q1: 651 shares; 2026Q2: 1,426 shares 1,426 $914K 0.11% +775 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,065 shares 17,065 $904K 0.1% 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: 837 shares; 2024Q4: 960 shares; 2025Q1: 1,335 shares; 2025Q2: 1,327 shares; 2025Q3: 5,327 shares; 2025Q4: 1,923 shares; 2026Q1: 1,247 shares; 2026Q2: 4,351 shares 4,351 $893K 0.1% +3,104 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: 12,041 shares; 2024Q4: 12,041 shares; 2025Q1: 12,108 shares; 2025Q2: 12,041 shares; 2025Q3: 12,041 shares; 2025Q4: 844 shares; 2026Q1: 920 shares; 2026Q2: 10,477 shares 10,477 $852K 0.1% +9,557 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: 2,819 shares; 2024Q4: 3,052 shares; 2025Q1: 3,076 shares; 2025Q2: 3,052 shares; 2025Q3: 3,632 shares; 2025Q4: 681 shares; 2026Q1: 841 shares; 2026Q2: 4,401 shares 4,401 $834K 0.1% +3,560 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: 2,059 shares; 2024Q4: 2,058 shares; 2025Q1: 2,080 shares; 2025Q2: 2,068 shares; 2025Q3: 2,068 shares; 2025Q4: 767 shares; 2026Q1: 734 shares; 2026Q2: 2,423 shares 2,423 $819K 0.09% +1,689 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: 1,485 shares; 2024Q4: 1,523 shares; 2025Q1: 1,557 shares; 2025Q2: 1,778 shares; 2025Q3: 1,860 shares; 2025Q4: 930 shares; 2026Q1: 1,162 shares; 2026Q2: 1,597 shares 1,597 $813K 0.09% +435 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,000 shares; 2025Q3: 10,000 shares; 2025Q4: 738 shares; 2026Q1: 736 shares; 2026Q2: 14,622 shares 14,622 $805K 0.09% +13,886 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: 961 shares; 2024Q4: 480 shares; 2025Q1: 383 shares; 2025Q2: 380 shares; 2025Q3: 280 shares; 2025Q4: 342 shares; 2026Q1: 420 shares; 2026Q2: 2,853 shares 2,853 $796K 0.09% +2,433 Timeline BSV 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: 74,684 shares; 2024Q4: 74,684 shares; 2025Q1: 74,684 shares; 2025Q2: 74,684 shares; 2025Q3: 74,684 shares; 2025Q4: 5,886 shares; 2026Q1: 5,856 shares; 2026Q2: 10,161 shares 10,161 $792K 0.09% +4,305 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: 857 shares; 2025Q1: 860 shares; 2025Q2: 1,138 shares; 2025Q3: 1,138 shares; 2025Q4: 1,222 shares; 2026Q1: 984 shares; 2026Q2: 800 shares 800 $769K 0.09% -184 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: 7,362 shares; 2024Q4: 8,061 shares; 2025Q1: 7,023 shares; 2025Q2: 7,378 shares; 2025Q3: 7,378 shares; 2025Q4: 617 shares; 2026Q1: 703 shares; 2026Q2: 8,534 shares 8,534 $755K 0.09% +7,831 Timeline IIGD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,650 shares; 2024Q4: 33,650 shares; 2025Q1: 28,494 shares; 2025Q2: 28,494 shares; 2025Q3: 28,494 shares; 2025Q4: 688 shares; 2026Q1: 721 shares; 2026Q2: 30,814 shares 30,814 $754K 0.09% +30,093 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: 20,753 shares; 2024Q4: 20,752 shares; 2025Q1: 19,322 shares; 2025Q2: 21,693 shares; 2025Q3: 21,193 shares; 2025Q4: 710 shares; 2026Q1: 801 shares; 2026Q2: 30,568 shares 30,568 $739K 0.09% +29,767 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: 3,242 shares; 2024Q4: 2,824 shares; 2025Q1: 2,822 shares; 2025Q2: 2,561 shares; 2025Q3: 2,532 shares; 2025Q4: 865 shares; 2026Q1: 724 shares; 2026Q2: 1,459 shares 1,459 $733K 0.08% +735 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: 12,300 shares; 2024Q4: 9,455 shares; 2025Q1: 10,205 shares; 2025Q2: 9,455 shares; 2025Q3: 9,455 shares; 2025Q4: 624 shares; 2026Q1: 638 shares; 2026Q2: 9,455 shares 9,455 $726K 0.08% +8,817 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC 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: 807 shares; 2026Q1: 754 shares; 2026Q2: 56,000 shares 56,000 $721K 0.08% +55,246 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 399 shares; 2025Q4: 275 shares; 2026Q1: 581 shares; 2026Q2: 612 shares 612 $720K 0.08% +31 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: 1,751 shares; 2024Q4: 1,750 shares; 2025Q1: 2,273 shares; 2025Q2: 2,131 shares; 2025Q3: 1,853 shares; 2025Q4: 1,413 shares; 2026Q1: 623 shares; 2026Q2: 2,398 shares 2,398 $719K 0.08% +1,775 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,689 shares; 2024Q4: 2,689 shares; 2025Q1: 2,689 shares; 2025Q2: 2,389 shares; 2025Q3: 2,389 shares; 2025Q4: 500 shares; 2026Q1: 600 shares; 2026Q2: 2,916 shares 2,916 $715K 0.08% +2,316 Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,832 shares; 2024Q4: 10,832 shares; 2025Q1: 10,832 shares; 2025Q2: 10,832 shares; 2025Q3: 10,832 shares; 2025Q4: 585 shares; 2026Q1: 586 shares; 2026Q2: 10,832 shares 10,832 $714K 0.08% +10,246 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: 2,515 shares; 2024Q4: 2,515 shares; 2025Q1: 3,241 shares; 2025Q2: 2,941 shares; 2025Q3: 2,941 shares; 2025Q4: 619 shares; 2026Q1: 628 shares; 2026Q2: 2,941 shares 2,941 $713K 0.08% +2,313 Timeline FJUL 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: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 671 shares; 2026Q1: 646 shares; 2026Q2: 12,000 shares 12,000 $713K 0.08% +11,354 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,043 shares; 2025Q4: 393 shares; 2026Q1: 467 shares; 2026Q2: 14,913 shares 14,913 $682K 0.08% +14,446 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,088 shares; 2024Q4: 22,088 shares; 2025Q1: 23,288 shares; 2025Q2: 22,088 shares; 2025Q3: 22,088 shares; 2025Q4: 623 shares; 2026Q1: 587 shares; 2026Q2: 27,216 shares 27,216 $666K 0.08% +26,629 Timeline FMAR 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: 13,315 shares; 2024Q4: 14,313 shares; 2025Q1: 16,313 shares; 2025Q2: 16,313 shares; 2025Q3: 16,313 shares; 2025Q4: 825 shares; 2026Q1: 614 shares; 2026Q2: 12,670 shares 12,670 $662K 0.08% +12,056 Timeline XMAR 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: 15,380 shares; 2024Q4: 15,380 shares; 2025Q1: 15,380 shares; 2025Q2: 15,380 shares; 2025Q3: 15,380 shares; 2025Q4: 614 shares; 2026Q1: 615 shares; 2026Q2: 15,380 shares 15,380 $656K 0.08% +14,765 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: 10,485 shares; 2024Q4: 4,479 shares; 2025Q1: 4,507 shares; 2025Q2: 4,479 shares; 2025Q3: 4,479 shares; 2025Q4: 684 shares; 2026Q1: 1,020 shares; 2026Q2: 3,693 shares 3,693 $615K 0.07% +2,673 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: 5,061 shares; 2024Q4: 5,061 shares; 2025Q1: 5,506 shares; 2025Q2: 4,748 shares; 2025Q3: 4,618 shares; 2025Q4: 286 shares; 2026Q1: 249 shares; 2026Q2: 14,957 shares 14,957 $615K 0.07% +14,708 Timeline TDEC 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: 586 shares; 2026Q2: 23,190 shares 23,190 $609K 0.07% +22,604 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: 3,488 shares 3,488 $596K 0.07% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,302 shares; 2026Q1: 1,410 shares; 2026Q2: 1,146 shares 1,146 $590K 0.07% -264 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: 905 shares; 2024Q4: 905 shares; 2025Q1: 911 shares; 2025Q2: 834 shares; 2025Q3: 834 shares; 2025Q4: 437 shares; 2026Q1: 612 shares; 2026Q2: 1,436 shares 1,436 $586K 0.07% +824 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,003 shares; 2025Q2: 945 shares; 2025Q3: 945 shares; 2025Q4: 384 shares; 2026Q1: 459 shares; 2026Q2: 1,528 shares 1,528 $571K 0.07% +1,069 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: 11,155 shares; 2024Q4: 11,155 shares; 2025Q1: 11,155 shares; 2025Q2: 11,155 shares; 2025Q3: 11,155 shares; 2025Q4: 561 shares; 2026Q1: 557 shares; 2026Q2: 11,155 shares 11,155 $565K 0.07% +10,598 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: 154 shares; 2024Q4: 238 shares; 2025Q1: 240 shares; 2025Q2: 247 shares; 2025Q3: 247 shares; 2025Q4: 720 shares; 2026Q1: 410 shares; 2026Q2: 326 shares 326 $553K 0.06% -84 Timeline ACYN 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: 25,300 shares 25,300 $526K 0.06% new Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 537 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,568 shares 4,568 $522K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,662 shares; 2025Q4: 352 shares; 2026Q1: 328 shares; 2026Q2: 3,569 shares 3,569 $513K 0.06% +3,241 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: 3,927 shares; 2024Q4: 3,927 shares; 2025Q1: 8,892 shares; 2025Q2: 3,482 shares; 2025Q3: 3,482 shares; 2025Q4: 405 shares; 2026Q1: 415 shares; 2026Q2: 3,496 shares 3,496 $506K 0.06% +3,081 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 387 shares; 2026Q1: 356 shares; 2026Q2: 3,000 shares 3,000 $480K 0.06% +2,644 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; 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: 983 shares; 2026Q1: 695 shares; 2026Q2: 8,738 shares 8,738 $478K 0.06% +8,043 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 4,800 shares; 2025Q1: 4,939 shares; 2025Q2: 6,044 shares; 2025Q3: 3,594 shares; 2025Q4: 381 shares; 2026Q1: 432 shares; 2026Q2: 3,499 shares 3,499 $463K 0.05% +3,067 Timeline NDMO NUVEEN DYNAMIC MUN OPPORTUNI More: the full row for NUVEEN DYNAMIC MUN OPPORTUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,694 shares; 2024Q4: 52,726 shares; 2025Q1: 50,726 shares; 2025Q2: 50,726 shares; 2025Q3: 50,726 shares; 2025Q4: not reported; 2026Q1: 447 shares; 2026Q2: 43,443 shares 43,443 $452K 0.05% +42,996 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,364 shares; 2024Q4: 102,205 shares; 2025Q1: 97,219 shares; 2025Q2: 97,219 shares; 2025Q3: 97,219 shares; 2025Q4: 533 shares; 2026Q1: 450 shares; 2026Q2: 85,336 shares 85,336 $444K 0.05% +84,886 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,074 shares; 2025Q3: 7,074 shares; 2025Q4: 315 shares; 2026Q1: 394 shares; 2026Q2: 8,860 shares 8,860 $442K 0.05% +8,466 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: 2,020 shares; 2024Q4: 5,029 shares; 2025Q1: 4,594 shares; 2025Q2: 1,872 shares; 2025Q3: 1,622 shares; 2025Q4: 498 shares; 2026Q1: 507 shares; 2026Q2: 1,624 shares 1,624 $438K 0.05% +1,117 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,294 shares; 2025Q3: 3,294 shares; 2025Q4: 438 shares; 2026Q1: 434 shares; 2026Q2: 3,979 shares 3,979 $435K 0.05% +3,545 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: 3,123 shares; 2024Q4: 3,122 shares; 2025Q1: 2,943 shares; 2025Q2: 2,935 shares; 2025Q3: 2,935 shares; 2025Q4: 498 shares; 2026Q1: 456 shares; 2026Q2: 1,994 shares 1,994 $431K 0.05% +1,538 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,286 shares; 2025Q1: 4,308 shares; 2025Q2: 4,286 shares; 2025Q3: 5,175 shares; 2025Q4: 527 shares; 2026Q1: 359 shares; 2026Q2: 5,464 shares 5,464 $421K 0.05% +5,105 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,273 shares; 2025Q3: 3,706 shares; 2025Q4: 425 shares; 2026Q1: 413 shares; 2026Q2: 4,186 shares 4,186 $415K 0.05% +3,773 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: 2,964 shares 2,964 $413K 0.05% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,010 shares; 2024Q4: 6,010 shares; 2025Q1: 5,940 shares; 2025Q2: 5,940 shares; 2025Q3: 5,940 shares; 2025Q4: 325 shares; 2026Q1: 338 shares; 2026Q2: 6,095 shares 6,095 $413K 0.05% +5,757 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 580 shares; 2025Q3: 580 shares; 2025Q4: 444 shares; 2026Q1: 469 shares; 2026Q2: 541 shares 541 $405K 0.05% +72 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,330 shares; 2024Q4: 2,330 shares; 2025Q1: 2,335 shares; 2025Q2: 2,330 shares; 2025Q3: 2,330 shares; 2025Q4: 301 shares; 2026Q1: 296 shares; 2026Q2: 2,337 shares 2,337 $396K 0.05% +2,041 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,361 shares 3,361 $395K 0.05% new Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,069 shares; 2025Q1: 5,244 shares; 2025Q2: 5,244 shares; 2025Q3: 5,244 shares; 2025Q4: 346 shares; 2026Q1: 360 shares; 2026Q2: 5,244 shares 5,244 $395K 0.05% +4,884 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,600 shares; 2025Q4: not reported; 2026Q1: 388 shares; 2026Q2: 7,768 shares 7,768 $393K 0.05% +7,380 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,286 shares; 2025Q1: 1,163 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 258 shares; 2026Q2: 365 shares 365 $388K 0.04% +107 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: 2,520 shares; 2024Q4: 8,358 shares; 2025Q1: 6,699 shares; 2025Q2: 2,469 shares; 2025Q3: 2,469 shares; 2025Q4: 601 shares; 2026Q1: 568 shares; 2026Q2: 1,377 shares 1,377 $387K 0.04% +809 Timeline RSI RUSH STREET INTERACTIVE INC More: the full row for RUSH STREET INTERACTIVE 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: 13,000 shares; 2025Q4: 253 shares; 2026Q1: 283 shares; 2026Q2: 13,000 shares 13,000 $387K 0.04% +12,717 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: 1,888 shares; 2024Q4: 1,888 shares; 2025Q1: 1,888 shares; 2025Q2: 1,888 shares; 2025Q3: 1,888 shares; 2025Q4: 281 shares; 2026Q1: 332 shares; 2026Q2: 2,328 shares 2,328 $382K 0.04% +1,996 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 303 shares; 2026Q2: 1,500 shares 1,500 $382K 0.04% +1,197 Timeline KBWB 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: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 337 shares; 2026Q1: 306 shares; 2026Q2: 4,000 shares 4,000 $372K 0.04% +3,694 Timeline IXJ 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: 3,168 shares; 2025Q1: 3,748 shares; 2025Q2: 3,748 shares; 2025Q3: 3,748 shares; 2025Q4: 365 shares; 2026Q1: 351 shares; 2026Q2: 3,748 shares 3,748 $370K 0.04% +3,397 Timeline GMAR 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: 10,001 shares; 2024Q4: 7,468 shares; 2025Q1: 7,468 shares; 2025Q2: 8,248 shares; 2025Q3: 8,248 shares; 2025Q4: 338 shares; 2026Q1: 344 shares; 2026Q2: 8,248 shares 8,248 $365K 0.04% +7,904 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,196 shares; 2024Q4: 4,684 shares; 2025Q1: 4,684 shares; 2025Q2: 4,684 shares; 2025Q3: 4,684 shares; 2025Q4: 325 shares; 2026Q1: 329 shares; 2026Q2: 4,684 shares 4,684 $355K 0.04% +4,355 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,171 shares; 2025Q4: 218 shares; 2026Q1: 278 shares; 2026Q2: 1,746 shares 1,746 $354K 0.04% +1,468 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,950 shares; 2024Q4: 1,950 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 321 shares; 2026Q1: 296 shares; 2026Q2: 1,150 shares 1,150 $352K 0.04% +854 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: not reported; 2026Q2: 2,010 shares 2,010 $350K 0.04% new Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK 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: 8,000 shares; 2025Q4: 301 shares; 2026Q1: 385 shares; 2026Q2: 8,000 shares 8,000 $350K 0.04% +7,615 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: 2,204 shares; 2024Q4: 7,424 shares; 2025Q1: 6,925 shares; 2025Q2: 2,203 shares; 2025Q3: 2,203 shares; 2025Q4: 319 shares; 2026Q1: 326 shares; 2026Q2: 2,251 shares 2,251 $330K 0.04% +1,925 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 289 shares; 2026Q1: 303 shares; 2026Q2: 2,095 shares 2,095 $319K 0.04% +1,792 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: not reported; 2024Q4: not reported; 2025Q1: 1,005 shares; 2025Q2: 1,000 shares; 2025Q3: 2,000 shares; 2025Q4: 679 shares; 2026Q1: 236 shares; 2026Q2: 802 shares 802 $311K 0.04% +566 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: 2,170 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,190 shares 1,190 $300K 0.03% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,176 shares 1,176 $300K 0.03% new Timeline RSPG 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: 3,066 shares; 2025Q3: 3,066 shares; 2025Q4: 244 shares; 2026Q1: 336 shares; 2026Q2: 3,066 shares 3,066 $300K 0.03% +2,730 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: 317 shares; 2026Q2: 3,280 shares 3,280 $297K 0.03% +2,963 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 359 shares; 2026Q2: 3,923 shares 3,923 $296K 0.03% +3,564 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 1,749 shares; 2025Q2: 1,737 shares; 2025Q3: 1,737 shares; 2025Q4: 225 shares; 2026Q1: 317 shares; 2026Q2: 1,742 shares 1,742 $295K 0.03% +1,425 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,342 shares; 2025Q4: 243 shares; 2026Q1: 265 shares; 2026Q2: 2,842 shares 2,842 $295K 0.03% +2,577 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,727 shares; 2025Q2: 2,700 shares; 2025Q3: 2,797 shares; 2025Q4: 266 shares; 2026Q1: 272 shares; 2026Q2: 6,785 shares 6,785 $294K 0.03% +6,513 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,067 shares; 2025Q4: 220 shares; 2026Q1: 248 shares; 2026Q2: 1,079 shares 1,079 $290K 0.03% +831 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: 1,927 shares; 2024Q4: 1,957 shares; 2025Q1: 1,957 shares; 2025Q2: 1,957 shares; 2025Q3: 1,957 shares; 2025Q4: 235 shares; 2026Q1: 243 shares; 2026Q2: 1,957 shares 1,957 $289K 0.03% +1,714 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,265 shares; 2025Q4: not reported; 2026Q1: 271 shares; 2026Q2: 3,771 shares 3,771 $280K 0.03% +3,500 Timeline DASH DOORDASH INC More: the full row for DOORDASH 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: 341 shares; 2026Q1: 225 shares; 2026Q2: 1,517 shares 1,517 $280K 0.03% +1,292 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: 2,646 shares; 2025Q1: 2,646 shares; 2025Q2: 2,646 shares; 2025Q3: 2,646 shares; 2025Q4: 249 shares; 2026Q1: 352 shares; 2026Q2: 2,660 shares 2,660 $277K 0.03% +2,308 Timeline VPL 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: 2,385 shares; 2025Q4: 216 shares; 2026Q1: 233 shares; 2026Q2: 2,385 shares 2,385 $276K 0.03% +2,152 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 201 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 274 shares; 2026Q1: 277 shares; 2026Q2: 3,000 shares 3,000 $270K 0.03% +2,723 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 226 shares; 2026Q2: 3,108 shares 3,108 $268K 0.03% +2,882 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,645 shares 1,645 $268K 0.03% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,090 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,409 shares 1,409 $267K 0.03% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE 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: 793 shares; 2025Q3: 793 shares; 2025Q4: 228 shares; 2026Q1: 242 shares; 2026Q2: 796 shares 796 $263K 0.03% +554 Timeline GSEP 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: 5,818 shares; 2025Q4: 241 shares; 2026Q1: 237 shares; 2026Q2: 6,218 shares 6,218 $255K 0.03% +5,981 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: 5,900 shares; 2025Q2: not reported; 2025Q3: 3,425 shares; 2025Q4: 214 shares; 2026Q1: 219 shares; 2026Q2: 3,425 shares 3,425 $244K 0.03% +3,206 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: 5,552 shares; 2024Q4: 2,752 shares; 2025Q1: 2,767 shares; 2025Q2: 3,903 shares; 2025Q3: 3,906 shares; 2025Q4: 500 shares; 2026Q1: 236 shares; 2026Q2: 1,785 shares 1,785 $243K 0.03% +1,549 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,172 shares; 2025Q1: 4,942 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 810 shares 810 $241K 0.03% new Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,604 shares; 2024Q4: 36,217 shares; 2025Q1: 33,767 shares; 2025Q2: 28,862 shares; 2025Q3: 25,582 shares; 2025Q4: 231 shares; 2026Q1: 227 shares; 2026Q2: 21,804 shares 21,804 $240K 0.03% +21,577 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: 10,079 shares; 2025Q1: 10,219 shares; 2025Q2: not reported; 2025Q3: 2,199 shares; 2025Q4: 407 shares; 2026Q1: 276 shares; 2026Q2: 2,446 shares 2,446 $237K 0.03% +2,170 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,860 shares; 2025Q1: not reported; 2025Q2: 14,320 shares; 2025Q3: 19,728 shares; 2025Q4: 442 shares; 2026Q1: 312 shares; 2026Q2: 19,728 shares 19,728 $235K 0.03% +19,416 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,355 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 204 shares; 2026Q1: 240 shares; 2026Q2: 6,355 shares 6,355 $234K 0.03% +6,115 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,545 shares; 2024Q4: 14,705 shares; 2025Q1: 13,142 shares; 2025Q2: 8,106 shares; 2025Q3: 7,496 shares; 2025Q4: 377 shares; 2026Q1: 267 shares; 2026Q2: 5,391 shares 5,391 $233K 0.03% +5,124 Timeline EPI 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: not reported; 2025Q4: 223 shares; 2026Q1: 217 shares; 2026Q2: 5,454 shares 5,454 $233K 0.03% +5,237 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,706 shares; 2024Q4: 45,790 shares; 2025Q1: 42,814 shares; 2025Q2: 40,976 shares; 2025Q3: 2,571 shares; 2025Q4: 228 shares; 2026Q1: 228 shares; 2026Q2: 2,389 shares 2,389 $230K 0.03% +2,161 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,420 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 332 shares; 2026Q1: not reported; 2026Q2: 4,655 shares 4,655 $223K 0.03% new Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT 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: 215 shares; 2026Q1: 474 shares; 2026Q2: 2,150 shares 2,150 $220K 0.03% +1,676 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: 4,832 shares; 2024Q4: 4,840 shares; 2025Q1: 9,868 shares; 2025Q2: 3,198 shares; 2025Q3: 3,133 shares; 2025Q4: 300 shares; 2026Q1: 241 shares; 2026Q2: 2,332 shares 2,332 $212K 0.02% +2,091 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,213 shares 4,213 $212K 0.02% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,424 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 862 shares 862 $212K 0.02% new 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: 902 shares 902 $205K 0.02% new Timeline