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: 36,259 shares; 2024Q4: 35,168 shares; 2025Q1: 19,847 shares; 2025Q2: 20,790 shares; 2025Q3: 44,363 shares; 2025Q4: 45,197 shares; 2026Q1: 21,873 shares; 2026Q2: 7,977 shares 7,977 $5.96M 10.63% -13,896 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: 34,235 shares; 2024Q4: 32,399 shares; 2025Q1: 29,691 shares; 2025Q2: 29,114 shares; 2025Q3: 30,022 shares; 2025Q4: 31,290 shares; 2026Q1: 32,333 shares; 2026Q2: 15,499 shares 15,499 $4.48M 8.01% -16,834 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: 8,937 shares; 2024Q4: 8,905 shares; 2025Q1: 9,873 shares; 2025Q2: 9,973 shares; 2025Q3: 10,216 shares; 2025Q4: 10,246 shares; 2026Q1: 7,071 shares; 2026Q2: 4,552 shares 4,552 $2.28M 4.07% -2,519 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: 27,125 shares; 2024Q4: 26,110 shares; 2025Q1: 27,545 shares; 2025Q2: 25,994 shares; 2025Q3: 26,296 shares; 2025Q4: 25,766 shares; 2026Q1: 15,834 shares; 2026Q2: 9,235 shares 9,235 $1.85M 3.3% -6,599 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: 10,411 shares; 2024Q4: 9,523 shares; 2025Q1: 9,490 shares; 2025Q2: 9,036 shares; 2025Q3: 9,103 shares; 2025Q4: 8,423 shares; 2026Q1: 7,297 shares; 2026Q2: 4,619 shares 4,619 $1.72M 3.08% -2,678 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: 8,653 shares; 2024Q4: 8,565 shares; 2025Q1: 8,565 shares; 2025Q2: 8,132 shares; 2025Q3: 8,043 shares; 2025Q4: 7,939 shares; 2026Q1: 7,669 shares; 2026Q2: 4,462 shares 4,462 $1.58M 2.81% -3,207 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,029 shares 30,029 $1.37M 2.44% new 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: 17,225 shares; 2024Q4: 16,597 shares; 2025Q1: 17,047 shares; 2025Q2: 16,550 shares; 2025Q3: 16,309 shares; 2025Q4: 16,559 shares; 2026Q1: 14,701 shares; 2026Q2: 5,506 shares 5,506 $1.31M 2.34% -9,195 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: 5,755 shares; 2024Q4: 5,415 shares; 2025Q1: 5,621 shares; 2025Q2: 4,987 shares; 2025Q3: 5,074 shares; 2025Q4: 5,160 shares; 2026Q1: 4,047 shares; 2026Q2: 1,727 shares 1,727 $1.27M 2.27% -2,320 Timeline GDE 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: 20,192 shares; 2025Q4: 20,192 shares; 2026Q1: 20,192 shares; 2026Q2: 20,000 shares 20,000 $1.22M 2.18% -192 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: 31,882 shares; 2025Q1: 82,292 shares; 2025Q2: 83,960 shares; 2025Q3: 102,053 shares; 2025Q4: 92,469 shares; 2026Q1: 107,469 shares; 2026Q2: 24,153 shares 24,153 $1.22M 2.17% -83,316 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: 1,801 shares; 2024Q4: 1,844 shares; 2025Q1: 1,698 shares; 2025Q2: 1,698 shares; 2025Q3: 1,589 shares; 2025Q4: 899 shares; 2026Q1: 828 shares; 2026Q2: 901 shares 901 $1.08M 1.93% +73 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,745 shares; 2024Q4: 5,557 shares; 2025Q1: 6,851 shares; 2025Q2: 4,992 shares; 2025Q3: 2,522 shares; 2025Q4: 5,166 shares; 2026Q1: 11,595 shares; 2026Q2: 10,441 shares 10,441 $1.05M 1.88% -1,154 Timeline JCPB 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,989 shares 21,989 $1.03M 1.84% new 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: 5,498 shares; 2024Q4: 5,458 shares; 2025Q1: 5,474 shares; 2025Q2: 5,269 shares; 2025Q3: 5,405 shares; 2025Q4: 4,337 shares; 2026Q1: 3,992 shares; 2026Q2: 3,119 shares 3,119 $1.02M 1.82% -873 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,052 shares 10,052 $883K 1.58% new 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: 3,146 shares; 2024Q4: 3,040 shares; 2025Q1: 3,040 shares; 2025Q2: 3,040 shares; 2025Q3: 3,040 shares; 2025Q4: 3,040 shares; 2026Q1: 2,829 shares; 2026Q2: 1,977 shares 1,977 $843K 1.5% -852 Timeline EELV 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: 331,046 shares; 2024Q4: 337,778 shares; 2025Q1: 355,162 shares; 2025Q2: 393,530 shares; 2025Q3: 369,913 shares; 2025Q4: 377,830 shares; 2026Q1: 125,658 shares; 2026Q2: 28,511 shares 28,511 $793K 1.41% -97,147 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,595 shares 9,595 $726K 1.3% new Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,638 shares; 2024Q4: 10,638 shares; 2025Q1: 10,638 shares; 2025Q2: 10,638 shares; 2025Q3: 10,638 shares; 2025Q4: 7,978 shares; 2026Q1: 7,978 shares; 2026Q2: 7,978 shares 7,978 $724K 1.29% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,402 shares; 2026Q1: 3,985 shares; 2026Q2: 4,054 shares 4,054 $715K 1.28% +69 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,987 shares 7,987 $712K 1.27% new 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: 15,466 shares; 2024Q4: 15,282 shares; 2025Q1: 15,362 shares; 2025Q2: 16,693 shares; 2025Q3: 15,925 shares; 2025Q4: 8,195 shares; 2026Q1: 8,314 shares; 2026Q2: 7,795 shares 7,795 $684K 1.22% -519 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM 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: 12,854 shares 12,854 $655K 1.17% new 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: 4,782 shares; 2024Q4: 4,516 shares; 2025Q1: 4,587 shares; 2025Q2: 4,285 shares; 2025Q3: 4,426 shares; 2025Q4: 4,464 shares; 2026Q1: 3,216 shares; 2026Q2: 1,732 shares 1,732 $619K 1.1% -1,484 Timeline JPME 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: 14,122 shares; 2024Q4: 15,522 shares; 2025Q1: 15,100 shares; 2025Q2: 15,077 shares; 2025Q3: 15,500 shares; 2025Q4: 16,110 shares; 2026Q1: 10,474 shares; 2026Q2: 4,726 shares 4,726 $587K 1.05% -5,748 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: 127,900 shares; 2024Q4: 132,395 shares; 2025Q1: 136,203 shares; 2025Q2: 138,983 shares; 2025Q3: 130,877 shares; 2025Q4: 158,760 shares; 2026Q1: 85,353 shares; 2026Q2: 11,516 shares 11,516 $583K 1.04% -73,837 Timeline FVD 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: 16,500 shares; 2024Q4: 13,259 shares; 2025Q1: 13,259 shares; 2025Q2: 12,859 shares; 2025Q3: 12,859 shares; 2025Q4: 12,859 shares; 2026Q1: 12,859 shares; 2026Q2: 11,811 shares 11,811 $569K 1.02% -1,048 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,697 shares 5,697 $550K 0.98% new Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,615 shares; 2024Q4: 10,174 shares; 2025Q1: 10,174 shares; 2025Q2: 12,074 shares; 2025Q3: 11,717 shares; 2025Q4: 11,910 shares; 2026Q1: 11,309 shares; 2026Q2: 11,309 shares 11,309 $538K 0.96% 0 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS 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: not reported; 2026Q2: 11,528 shares 11,528 $527K 0.94% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,965 shares; 2026Q1: 7,434 shares; 2026Q2: 4,778 shares 4,778 $527K 0.94% -2,656 Timeline AON AON PLC More: the full row for AON 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: 848 shares; 2026Q1: 1,295 shares; 2026Q2: 1,545 shares 1,545 $512K 0.91% +250 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: 1,257 shares; 2024Q4: 1,200 shares; 2025Q1: 1,175 shares; 2025Q2: 1,175 shares; 2025Q3: 1,185 shares; 2025Q4: 1,173 shares; 2026Q1: 1,173 shares; 2026Q2: 1,184 shares 1,184 $505K 0.9% +11 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: 14,875 shares; 2024Q4: 14,875 shares; 2025Q1: 14,875 shares; 2025Q2: 14,875 shares; 2025Q3: 14,875 shares; 2025Q4: 15,039 shares; 2026Q1: 14,875 shares; 2026Q2: 14,875 shares 14,875 $495K 0.88% 0 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,025 shares; 2024Q4: 2,959 shares; 2025Q1: 3,034 shares; 2025Q2: 3,023 shares; 2025Q3: 3,023 shares; 2025Q4: 3,023 shares; 2026Q1: 2,948 shares; 2026Q2: 2,948 shares 2,948 $491K 0.88% 0 Timeline PYLD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,235 shares 18,235 $484K 0.86% new Timeline QLTY GMO ETF TRUST More: the full row for GMO 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: 11,244 shares 11,244 $468K 0.84% new 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: 2,705 shares; 2024Q4: 2,644 shares; 2025Q1: 2,552 shares; 2025Q2: 2,306 shares; 2025Q3: 2,288 shares; 2025Q4: 2,273 shares; 2026Q1: 1,790 shares; 2026Q2: 1,358 shares 1,358 $466K 0.83% -432 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: 876 shares; 2025Q1: 876 shares; 2025Q2: 876 shares; 2025Q3: 879 shares; 2025Q4: 476 shares; 2026Q1: 481 shares; 2026Q2: 481 shares 481 $463K 0.83% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 370 shares; 2026Q2: 377 shares 377 $443K 0.79% +7 Timeline YPF YPF SOCIEDAD ANONIMA More: the full row for YPF SOCIEDAD ANONIMA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,576 shares; 2025Q1: 12,858 shares; 2025Q2: 10,147 shares; 2025Q3: 10,147 shares; 2025Q4: 9,579 shares; 2026Q1: 9,579 shares; 2026Q2: 9,579 shares 9,579 $436K 0.78% 0 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,271 shares; 2024Q4: 22,553 shares; 2025Q1: 21,873 shares; 2025Q2: 21,972 shares; 2025Q3: 22,606 shares; 2025Q4: 23,488 shares; 2026Q1: 10,295 shares; 2026Q2: 7,091 shares 7,091 $427K 0.76% -3,204 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,648 shares; 2024Q4: 2,244 shares; 2025Q1: 2,234 shares; 2025Q2: 2,173 shares; 2025Q3: 2,152 shares; 2025Q4: 2,146 shares; 2026Q1: 1,925 shares; 2026Q2: 1,482 shares 1,482 $417K 0.74% -443 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,351 shares; 2024Q4: 137,106 shares; 2025Q1: 161,714 shares; 2025Q2: 259,230 shares; 2025Q3: 161,495 shares; 2025Q4: 157,581 shares; 2026Q1: 45,493 shares; 2026Q2: 5,166 shares 5,166 $410K 0.73% -40,327 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,425 shares; 2024Q4: 69,425 shares; 2025Q1: 49,799 shares; 2025Q2: not reported; 2025Q3: 41,080 shares; 2025Q4: 30,210 shares; 2026Q1: 30,210 shares; 2026Q2: 30,210 shares 30,210 $404K 0.72% 0 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,592 shares; 2024Q4: 5,333 shares; 2025Q1: 5,333 shares; 2025Q2: 5,320 shares; 2025Q3: 5,320 shares; 2025Q4: 5,314 shares; 2026Q1: 5,303 shares; 2026Q2: 5,303 shares 5,303 $403K 0.72% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,204 shares; 2026Q2: 19,116 shares 19,116 $396K 0.71% -1,088 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 980 shares; 2026Q2: 1,058 shares 1,058 $395K 0.71% +78 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,676 shares; 2025Q3: 4,676 shares; 2025Q4: 4,676 shares; 2026Q1: 4,720 shares; 2026Q2: 4,720 shares 4,720 $372K 0.66% 0 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: 9,460 shares; 2026Q1: 8,802 shares; 2026Q2: 8,503 shares 8,503 $352K 0.63% -299 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: 337 shares; 2024Q4: 369 shares; 2025Q1: 348 shares; 2025Q2: 318 shares; 2025Q3: 280 shares; 2025Q4: 2,480 shares; 2026Q1: 5,512 shares; 2026Q2: 4,830 shares 4,830 $345K 0.62% -682 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: 489 shares; 2024Q4: 489 shares; 2025Q1: 587 shares; 2025Q2: 587 shares; 2025Q3: 587 shares; 2025Q4: 587 shares; 2026Q1: 489 shares; 2026Q2: 489 shares 489 $336K 0.6% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,680 shares 5,680 $335K 0.6% new Timeline PAM PAMPA ENERGIA SA More: the full row for PAMPA ENERGIA SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,736 shares; 2025Q1: 5,291 shares; 2025Q2: 4,373 shares; 2025Q3: 4,373 shares; 2025Q4: 4,218 shares; 2026Q1: 4,071 shares; 2026Q2: 4,071 shares 4,071 $334K 0.6% 0 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: 953 shares; 2026Q1: not reported; 2026Q2: 574 shares 574 $333K 0.6% new 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: 3,307 shares; 2024Q4: 3,171 shares; 2025Q1: 3,171 shares; 2025Q2: 3,257 shares; 2025Q3: 3,308 shares; 2025Q4: 3,166 shares; 2026Q1: 3,166 shares; 2026Q2: 2,816 shares 2,816 $331K 0.59% -350 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,677 shares; 2026Q2: 2,205 shares 2,205 $323K 0.58% +528 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,486 shares 6,486 $321K 0.57% new 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: 876 shares; 2024Q4: 924 shares; 2025Q1: 984 shares; 2025Q2: 970 shares; 2025Q3: 956 shares; 2025Q4: 959 shares; 2026Q1: 685 shares; 2026Q2: 561 shares 561 $316K 0.56% -124 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,999 shares 8,999 $315K 0.56% new Timeline JEPI 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: not reported; 2025Q4: 5,515 shares; 2026Q1: 5,515 shares; 2026Q2: 5,515 shares 5,515 $311K 0.56% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,575 shares; 2024Q4: 2,513 shares; 2025Q1: 2,513 shares; 2025Q2: 2,760 shares; 2025Q3: 2,437 shares; 2025Q4: 1,977 shares; 2026Q1: 1,780 shares; 2026Q2: 1,780 shares 1,780 $299K 0.53% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 685 shares 685 $296K 0.53% new 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: 1,054 shares; 2024Q4: 742 shares; 2025Q1: 1,010 shares; 2025Q2: 910 shares; 2025Q3: 912 shares; 2025Q4: 908 shares; 2026Q1: 708 shares; 2026Q2: 579 shares 579 $290K 0.52% -129 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 732 shares 732 $278K 0.5% new Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,132 shares; 2025Q1: 7,132 shares; 2025Q2: 7,132 shares; 2025Q3: 7,132 shares; 2025Q4: 7,119 shares; 2026Q1: 7,119 shares; 2026Q2: 7,119 shares 7,119 $274K 0.49% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,893 shares; 2024Q4: 2,760 shares; 2025Q1: 1,786 shares; 2025Q2: 1,786 shares; 2025Q3: 1,788 shares; 2025Q4: 1,783 shares; 2026Q1: 1,725 shares; 2026Q2: 1,139 shares 1,139 $272K 0.49% -586 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,832 shares; 2024Q4: 18,934 shares; 2025Q1: 17,883 shares; 2025Q2: 19,836 shares; 2025Q3: 20,160 shares; 2025Q4: 20,071 shares; 2026Q1: 6,598 shares; 2026Q2: 2,846 shares 2,846 $254K 0.45% -3,752 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: 2,579 shares; 2024Q4: 2,627 shares; 2025Q1: 2,864 shares; 2025Q2: 2,684 shares; 2025Q3: 2,159 shares; 2025Q4: 2,008 shares; 2026Q1: not reported; 2026Q2: 2,168 shares 2,168 $246K 0.44% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,589 shares 2,589 $245K 0.44% new Timeline GPRK GEOPARK LTD More: the full row for GEOPARK 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: 25,185 shares; 2026Q2: 25,185 shares 25,185 $229K 0.41% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,093 shares 1,093 $228K 0.41% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 891 shares 891 $226K 0.4% new 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: 1,038 shares; 2024Q4: 1,038 shares; 2025Q1: 1,038 shares; 2025Q2: 938 shares; 2025Q3: 944 shares; 2025Q4: 928 shares; 2026Q1: 543 shares; 2026Q2: 426 shares 426 $219K 0.39% -117 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: 1,749 shares; 2024Q4: 1,048 shares; 2025Q1: 1,221 shares; 2025Q2: 1,131 shares; 2025Q3: 973 shares; 2025Q4: 1,533 shares; 2026Q1: 1,116 shares; 2026Q2: 513 shares 513 $216K 0.39% -603 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: 537 shares; 2024Q4: 553 shares; 2025Q1: 553 shares; 2025Q2: 495 shares; 2025Q3: 497 shares; 2025Q4: 485 shares; 2026Q1: 310 shares; 2026Q2: 227 shares 227 $212K 0.38% -83 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: 2,546 shares; 2024Q4: 2,171 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,648 shares 1,648 $212K 0.38% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122 shares; 2024Q4: 122 shares; 2025Q1: 172 shares; 2025Q2: 172 shares; 2025Q3: 172 shares; 2025Q4: 172 shares; 2026Q1: 122 shares; 2026Q2: 122 shares 122 $207K 0.37% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,302 shares 2,302 $202K 0.36% new Timeline