IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 513,550 shares; 2025Q1: 550,678 shares; 2025Q2: 592,770 shares; 2025Q3: 611,357 shares; 2025Q4: 691,819 shares; 2026Q1: 764,661 shares; 2026Q2: 823,365 shares 823,365 $77.9M 10.29% +58,704 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: not loaded; 2024Q4: 63,880 shares; 2025Q1: 81,255 shares; 2025Q2: 82,357 shares; 2025Q3: 85,422 shares; 2025Q4: 87,798 shares; 2026Q1: 92,602 shares; 2026Q2: 94,180 shares 94,180 $70.3M 9.3% +1,578 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 232,693 shares; 2025Q2: 793,538 shares; 2025Q3: 848,734 shares; 2025Q4: 866,759 shares; 2026Q1: 900,069 shares; 2026Q2: 921,610 shares 921,610 $64.1M 8.47% +21,541 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,986,961 shares; 2025Q1: 2,141,018 shares; 2025Q2: 2,020,000 shares; 2025Q3: 2,064,346 shares; 2025Q4: 2,060,572 shares; 2026Q1: 2,065,418 shares; 2026Q2: 2,119,854 shares 2,119,854 $64M 8.46% +54,436 Timeline USCI UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 291,429 shares; 2025Q1: 319,587 shares; 2025Q2: 320,877 shares; 2025Q3: 332,655 shares; 2025Q4: 337,983 shares; 2026Q1: 345,684 shares; 2026Q2: 364,568 shares 364,568 $33.8M 4.47% +18,884 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,753 shares; 2025Q1: 11,119 shares; 2025Q2: 16,283 shares; 2025Q3: 17,889 shares; 2025Q4: 55,883 shares; 2026Q1: 597,277 shares; 2026Q2: 647,952 shares 647,952 $33.6M 4.44% +50,675 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 loaded; 2024Q4: 259,904 shares; 2025Q1: 281,718 shares; 2025Q2: 244,243 shares; 2025Q3: 252,323 shares; 2025Q4: 268,561 shares; 2026Q1: 292,212 shares; 2026Q2: 311,503 shares 311,503 $30.5M 4.03% +19,291 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 399,382 shares; 2025Q1: 429,134 shares; 2025Q2: 383,998 shares; 2025Q3: 365,600 shares; 2025Q4: 373,245 shares; 2026Q1: 402,836 shares; 2026Q2: 433,819 shares 433,819 $27M 3.57% +30,983 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 99,808 shares; 2025Q1: 164,506 shares; 2025Q2: 122,913 shares; 2025Q3: 122,848 shares; 2025Q4: 140,332 shares; 2026Q1: 130,072 shares; 2026Q2: 125,707 shares 125,707 $26.7M 3.54% -4,365 Timeline FEZ 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 loaded; 2024Q4: not reported; 2025Q1: 49,598 shares; 2025Q2: 205,800 shares; 2025Q3: 251,938 shares; 2025Q4: 258,010 shares; 2026Q1: 284,750 shares; 2026Q2: 313,480 shares 313,480 $21.5M 2.85% +28,730 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: not loaded; 2024Q4: 161,076 shares; 2025Q1: 179,476 shares; 2025Q2: 114,898 shares; 2025Q3: 162,915 shares; 2025Q4: 351,211 shares; 2026Q1: 378,992 shares; 2026Q2: 424,681 shares 424,681 $19.3M 2.55% +45,689 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: not loaded; 2024Q4: 71,020 shares; 2025Q1: 78,074 shares; 2025Q2: 78,274 shares; 2025Q3: 77,873 shares; 2025Q4: 81,449 shares; 2026Q1: 68,590 shares; 2026Q2: 76,502 shares 76,502 $16.7M 2.2% +7,912 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 134,176 shares; 2025Q1: 148,642 shares; 2025Q2: 92,779 shares; 2025Q3: 149,699 shares; 2025Q4: 145,309 shares; 2026Q1: 162,223 shares; 2026Q2: 194,984 shares 194,984 $16.2M 2.14% +32,761 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 522,757 shares; 2025Q1: 495,479 shares; 2025Q2: 470,411 shares; 2025Q3: 404,940 shares; 2025Q4: 412,029 shares; 2026Q1: 356,644 shares; 2026Q2: 374,021 shares 374,021 $15.6M 2.06% +17,377 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 356,627 shares; 2025Q1: 416,432 shares; 2025Q2: 370,108 shares; 2025Q3: 388,544 shares; 2025Q4: 399,066 shares; 2026Q1: 336,060 shares; 2026Q2: 330,630 shares 330,630 $13.3M 1.76% -5,430 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: not loaded; 2024Q4: 26,976 shares; 2025Q1: 33,917 shares; 2025Q2: 33,204 shares; 2025Q3: 37,275 shares; 2025Q4: 38,166 shares; 2026Q1: 36,199 shares; 2026Q2: 35,677 shares 35,677 $10.3M 1.36% -522 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 362,024 shares; 2025Q1: 316,150 shares; 2025Q2: 315,237 shares; 2025Q3: 328,204 shares; 2025Q4: 330,010 shares; 2026Q1: 372,330 shares; 2026Q2: 363,267 shares 363,267 $10.3M 1.36% -9,063 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 101,712 shares; 2025Q1: 117,244 shares; 2025Q2: 113,455 shares; 2025Q3: 121,327 shares; 2025Q4: 111,393 shares; 2026Q1: 121,923 shares; 2026Q2: 105,723 shares 105,723 $9.16M 1.21% -16,200 Timeline TBLL 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 loaded; 2024Q4: 165,456 shares; 2025Q1: 92,291 shares; 2025Q2: 84,189 shares; 2025Q3: 81,368 shares; 2025Q4: 78,308 shares; 2026Q1: 75,345 shares; 2026Q2: 77,897 shares 77,897 $8.22M 1.09% +2,552 Timeline FLRN 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 171,622 shares; 2026Q1: 225,356 shares; 2026Q2: 222,022 shares 222,022 $6.85M 0.91% -3,334 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: not loaded; 2024Q4: 18,801 shares; 2025Q1: 17,894 shares; 2025Q2: 15,657 shares; 2025Q3: 16,228 shares; 2025Q4: 16,494 shares; 2026Q1: 35,287 shares; 2026Q2: 77,088 shares 77,088 $6.39M 0.84% +41,801 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,971 shares; 2026Q2: 21,158 shares 21,158 $5.75M 0.76% +187 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,590 shares; 2025Q1: 10,270 shares; 2025Q2: 10,905 shares; 2025Q3: 11,009 shares; 2025Q4: 9,970 shares; 2026Q1: 8,420 shares; 2026Q2: 7,216 shares 7,216 $5.31M 0.7% -1,204 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: not loaded; 2024Q4: 994 shares; 2025Q1: 1,004 shares; 2025Q2: 2,704 shares; 2025Q3: 12,123 shares; 2025Q4: 11,485 shares; 2026Q1: 12,469 shares; 2026Q2: 12,334 shares 12,334 $5.13M 0.68% -135 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: not loaded; 2024Q4: 27,187 shares; 2025Q1: 17,829 shares; 2025Q2: 16,913 shares; 2025Q3: 21,483 shares; 2025Q4: 21,654 shares; 2026Q1: 21,516 shares; 2026Q2: 24,579 shares 24,579 $4.92M 0.65% +3,063 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: not loaded; 2024Q4: 15,626 shares; 2025Q1: 15,522 shares; 2025Q2: 13,819 shares; 2025Q3: 13,511 shares; 2025Q4: 14,112 shares; 2026Q1: 13,412 shares; 2026Q2: 13,287 shares 13,287 $4.89M 0.65% -125 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,359 shares; 2025Q3: 6,468 shares; 2025Q4: 29,423 shares; 2026Q1: 164,877 shares; 2026Q2: 170,767 shares 170,767 $4.43M 0.59% +5,890 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: not loaded; 2024Q4: 6,777 shares; 2025Q1: 6,899 shares; 2025Q2: 6,765 shares; 2025Q3: 15,013 shares; 2025Q4: 13,935 shares; 2026Q1: 13,145 shares; 2026Q2: 12,343 shares 12,343 $4.36M 0.58% -802 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: not loaded; 2024Q4: 7,898 shares; 2025Q1: 11,341 shares; 2025Q2: 10,830 shares; 2025Q3: 10,690 shares; 2025Q4: 9,735 shares; 2026Q1: 10,565 shares; 2026Q2: 11,532 shares 11,532 $4.3M 0.57% +967 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,616 shares; 2025Q1: 6,272 shares; 2025Q2: 7,344 shares; 2025Q3: not reported; 2025Q4: 43,073 shares; 2026Q1: 49,519 shares; 2026Q2: 46,631 shares 46,631 $4.03M 0.53% -2,888 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,398 shares; 2025Q4: 13,427 shares; 2026Q1: 20,777 shares; 2026Q2: 23,360 shares 23,360 $3.42M 0.45% +2,583 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: not loaded; 2024Q4: 11,023 shares; 2025Q1: 11,134 shares; 2025Q2: 10,286 shares; 2025Q3: 10,793 shares; 2025Q4: 10,548 shares; 2026Q1: 9,338 shares; 2026Q2: 8,756 shares 8,756 $3.24M 0.43% -582 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: not loaded; 2024Q4: not reported; 2025Q1: 1,492 shares; 2025Q2: 1,623 shares; 2025Q3: 1,087 shares; 2025Q4: 1,810 shares; 2026Q1: 1,489 shares; 2026Q2: 5,739 shares 5,739 $3.23M 0.43% +4,250 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,205 shares; 2025Q4: 63,217 shares; 2026Q1: 67,788 shares; 2026Q2: 64,552 shares 64,552 $3.22M 0.43% -3,236 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,668 shares; 2025Q4: 125,977 shares; 2026Q1: 182,689 shares; 2026Q2: 205,649 shares 205,649 $3.09M 0.41% +22,960 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 81,540 shares; 2025Q1: 82,739 shares; 2025Q2: 79,881 shares; 2025Q3: 80,288 shares; 2025Q4: 80,366 shares; 2026Q1: 74,611 shares; 2026Q2: 76,411 shares 76,411 $2.92M 0.39% +1,800 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 752 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,291 shares 29,291 $2.91M 0.38% new Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51,381 shares; 2025Q4: 80,100 shares; 2026Q1: 82,310 shares; 2026Q2: 83,741 shares 83,741 $2.89M 0.38% +1,431 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,057,054 shares; 2025Q1: 545,710 shares; 2025Q2: 125,152 shares; 2025Q3: 116,084 shares; 2025Q4: 115,502 shares; 2026Q1: 92,771 shares; 2026Q2: 99,155 shares 99,155 $2.88M 0.38% +6,384 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 53,083 shares 53,083 $2.85M 0.38% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 44,903 shares; 2025Q1: 36,502 shares; 2025Q2: 33,516 shares; 2025Q3: 31,961 shares; 2025Q4: 30,146 shares; 2026Q1: 29,457 shares; 2026Q2: 27,933 shares 27,933 $2.8M 0.37% -1,524 Timeline SDCI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 101,572 shares 101,572 $2.69M 0.36% new Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,202 shares; 2025Q1: 3,704 shares; 2025Q2: 3,048 shares; 2025Q3: 2,950 shares; 2025Q4: not reported; 2026Q1: 24,115 shares; 2026Q2: 30,331 shares 30,331 $2.64M 0.35% +6,216 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,698 shares; 2025Q1: 24,759 shares; 2025Q2: 23,504 shares; 2025Q3: 23,928 shares; 2025Q4: 24,268 shares; 2026Q1: 22,672 shares; 2026Q2: 22,319 shares 22,319 $2.46M 0.33% -353 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: not loaded; 2024Q4: 52,579 shares; 2025Q1: 79,578 shares; 2025Q2: 125,189 shares; 2025Q3: 139,653 shares; 2025Q4: 208,593 shares; 2026Q1: 69,386 shares; 2026Q2: 69,508 shares 69,508 $2.31M 0.31% +122 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,454 shares; 2025Q1: 7,802 shares; 2025Q2: 12,098 shares; 2025Q3: 11,993 shares; 2025Q4: 26,031 shares; 2026Q1: 27,660 shares; 2026Q2: 42,569 shares 42,569 $2.26M 0.3% +14,909 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 119,965 shares; 2026Q1: 212,577 shares; 2026Q2: 203,897 shares 203,897 $2.22M 0.29% -8,680 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26,196 shares; 2025Q1: 25,446 shares; 2025Q2: 22,518 shares; 2025Q3: 22,584 shares; 2025Q4: 22,920 shares; 2026Q1: 23,368 shares; 2026Q2: 22,778 shares 22,778 $2.2M 0.29% -590 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: not loaded; 2024Q4: 5,768 shares; 2025Q1: 7,077 shares; 2025Q2: 12,526 shares; 2025Q3: 13,783 shares; 2025Q4: 12,337 shares; 2026Q1: 10,253 shares; 2026Q2: 9,056 shares 9,056 $2.16M 0.29% -1,197 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,414 shares; 2026Q2: 45,664 shares 45,664 $2.11M 0.28% -3,750 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 30,080 shares; 2025Q1: 29,943 shares; 2025Q2: 26,203 shares; 2025Q3: 24,178 shares; 2025Q4: 24,607 shares; 2026Q1: 23,598 shares; 2026Q2: 22,522 shares 22,522 $2.04M 0.27% -1,076 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 59,132 shares; 2025Q1: 57,677 shares; 2025Q2: 52,835 shares; 2025Q3: 55,664 shares; 2025Q4: 56,037 shares; 2026Q1: 34,145 shares; 2026Q2: 37,059 shares 37,059 $2.04M 0.27% +2,914 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100,086 shares; 2025Q4: 114,419 shares; 2026Q1: 102,899 shares; 2026Q2: 116,223 shares 116,223 $2.01M 0.27% +13,324 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,539 shares; 2025Q1: 11,539 shares; 2025Q2: 21,089 shares; 2025Q3: 16,259 shares; 2025Q4: 147,078 shares; 2026Q1: 147,104 shares; 2026Q2: 146,344 shares 146,344 $1.96M 0.26% -760 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,125 shares; 2026Q2: 48,199 shares 48,199 $1.86M 0.25% +37,074 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: not loaded; 2024Q4: 3,436 shares; 2025Q1: 4,366 shares; 2025Q2: 4,011 shares; 2025Q3: 4,924 shares; 2025Q4: 4,905 shares; 2026Q1: 4,925 shares; 2026Q2: 4,948 shares 4,948 $1.77M 0.23% +23 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,210 shares; 2025Q1: 18,967 shares; 2025Q2: 17,645 shares; 2025Q3: 17,649 shares; 2025Q4: 17,150 shares; 2026Q1: 10,648 shares; 2026Q2: 9,214 shares 9,214 $1.73M 0.23% -1,434 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,760 shares 18,760 $1.7M 0.22% new Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,766 shares 25,766 $1.6M 0.21% 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: not loaded; 2024Q4: 1,861 shares; 2025Q1: 2,148 shares; 2025Q2: 2,228 shares; 2025Q3: 4,824 shares; 2025Q4: 4,891 shares; 2026Q1: 4,750 shares; 2026Q2: 4,784 shares 4,784 $1.57M 0.21% +34 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,263 shares; 2026Q2: 20,032 shares 20,032 $1.56M 0.21% -231 Timeline FSLY FASTLY INC More: the full row for FASTLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 81,389 shares 81,389 $1.49M 0.2% new 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: not loaded; 2024Q4: not reported; 2025Q1: 11,267 shares; 2025Q2: 11,415 shares; 2025Q3: 11,526 shares; 2025Q4: 11,614 shares; 2026Q1: 11,721 shares; 2026Q2: 12,733 shares 12,733 $1.49M 0.2% +1,012 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,537 shares; 2025Q1: 10,522 shares; 2025Q2: 9,629 shares; 2025Q3: 9,505 shares; 2025Q4: 9,022 shares; 2026Q1: 6,939 shares; 2026Q2: 6,756 shares 6,756 $1.48M 0.2% -183 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,547 shares; 2026Q2: 34,447 shares 34,447 $1.46M 0.19% -100 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,119 shares; 2025Q3: 14,950 shares; 2025Q4: 13,831 shares; 2026Q1: 13,831 shares; 2026Q2: 13,768 shares 13,768 $1.37M 0.18% -63 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,081 shares 6,081 $1.36M 0.18% new Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82,777 shares; 2026Q2: 101,902 shares 101,902 $1.36M 0.18% +19,125 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,444 shares; 2025Q1: 4,318 shares; 2025Q2: 4,595 shares; 2025Q3: 4,660 shares; 2025Q4: 4,770 shares; 2026Q1: 5,252 shares; 2026Q2: 4,787 shares 4,787 $1.35M 0.18% -465 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: not loaded; 2024Q4: 34,100 shares; 2025Q1: 34,931 shares; 2025Q2: 32,608 shares; 2025Q3: 31,021 shares; 2025Q4: 30,717 shares; 2026Q1: 21,042 shares; 2026Q2: 17,439 shares 17,439 $1.34M 0.18% -3,603 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,081 shares 6,081 $1.34M 0.18% new 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: not loaded; 2024Q4: 1,353 shares; 2025Q1: 6,114 shares; 2025Q2: 3,609 shares; 2025Q3: 3,229 shares; 2025Q4: 3,188 shares; 2026Q1: 3,133 shares; 2026Q2: 3,157 shares 3,157 $1.33M 0.18% +24 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,879 shares; 2025Q1: 26,824 shares; 2025Q2: 22,114 shares; 2025Q3: 22,901 shares; 2025Q4: 22,540 shares; 2026Q1: 22,255 shares; 2026Q2: 21,497 shares 21,497 $1.31M 0.17% -758 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,320 shares; 2025Q1: 1,633 shares; 2025Q2: 1,630 shares; 2025Q3: 1,565 shares; 2025Q4: 1,573 shares; 2026Q1: 1,787 shares; 2026Q2: 1,810 shares 1,810 $1.24M 0.16% +23 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,683 shares; 2026Q1: 4,794 shares; 2026Q2: 5,322 shares 5,322 $1.2M 0.16% +528 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,977 shares; 2025Q1: 29,534 shares; 2025Q2: 28,598 shares; 2025Q3: 29,078 shares; 2025Q4: 28,717 shares; 2026Q1: 27,934 shares; 2026Q2: 30,156 shares 30,156 $1.19M 0.16% +2,222 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,697 shares; 2025Q4: 40,956 shares; 2026Q1: 38,361 shares; 2026Q2: 31,020 shares 31,020 $1.17M 0.15% -7,341 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 loaded; 2024Q4: 1,925 shares; 2025Q1: 5,270 shares; 2025Q2: 4,537 shares; 2025Q3: 4,714 shares; 2025Q4: 4,759 shares; 2026Q1: 4,535 shares; 2026Q2: 4,605 shares 4,605 $1.17M 0.15% +70 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,026 shares; 2025Q1: 10,601 shares; 2025Q2: 10,788 shares; 2025Q3: 11,135 shares; 2025Q4: 11,544 shares; 2026Q1: 11,517 shares; 2026Q2: 11,470 shares 11,470 $1.17M 0.15% -47 Timeline QURE UNIQURE NV More: the full row for UNIQURE NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,118 shares; 2026Q2: 25,084 shares 25,084 $1.16M 0.15% -1,034 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 loaded; 2024Q4: 53,668 shares; 2025Q1: 2,357 shares; 2025Q2: 1,891 shares; 2025Q3: 1,996 shares; 2025Q4: 1,751 shares; 2026Q1: 1,725 shares; 2026Q2: 1,753 shares 1,753 $1.15M 0.15% +28 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,717 shares 20,717 $1.1M 0.15% new 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: not loaded; 2024Q4: 900 shares; 2025Q1: 992 shares; 2025Q2: 934 shares; 2025Q3: 912 shares; 2025Q4: 902 shares; 2026Q1: 1,204 shares; 2026Q2: 1,395 shares 1,395 $1.04M 0.14% +191 Timeline AEXA AMERICAN EXCEPTIONALISM ACQU More: the full row for AMERICAN EXCEPTIONALISM ACQU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 101,553 shares; 2026Q1: 100,553 shares; 2026Q2: 82,974 shares 82,974 $981K 0.13% -17,579 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29,466 shares; 2025Q1: 31,968 shares; 2025Q2: 23,949 shares; 2025Q3: 20,725 shares; 2025Q4: 17,172 shares; 2026Q1: 16,085 shares; 2026Q2: 15,312 shares 15,312 $959K 0.13% -773 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,438 shares 10,438 $917K 0.12% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,113 shares; 2025Q1: 9,125 shares; 2025Q2: 9,137 shares; 2025Q3: 9,190 shares; 2025Q4: 9,374 shares; 2026Q1: 9,435 shares; 2026Q2: 9,552 shares 9,552 $876K 0.12% +117 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,228 shares; 2026Q1: 12,368 shares; 2026Q2: 12,067 shares 12,067 $860K 0.11% -301 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,849 shares; 2025Q1: 6,799 shares; 2025Q2: 6,843 shares; 2025Q3: 6,886 shares; 2025Q4: 4,464 shares; 2026Q1: 4,495 shares; 2026Q2: 4,523 shares 4,523 $828K 0.11% +28 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,390 shares; 2025Q1: 13,931 shares; 2025Q2: 13,736 shares; 2025Q3: 14,253 shares; 2025Q4: 13,497 shares; 2026Q1: 13,549 shares; 2026Q2: 13,549 shares 13,549 $798K 0.11% 0 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70,314 shares; 2025Q3: 111,563 shares; 2025Q4: 93,304 shares; 2026Q1: 55,619 shares; 2026Q2: 24,830 shares 24,830 $708K 0.09% -30,789 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,107 shares 25,107 $670K 0.09% new Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 143,472 shares; 2025Q4: 104,307 shares; 2026Q1: 24,100 shares; 2026Q2: 25,941 shares 25,941 $661K 0.09% +1,841 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,337 shares; 2025Q3: 47,076 shares; 2025Q4: not reported; 2026Q1: 10,083 shares; 2026Q2: 13,144 shares 13,144 $630K 0.08% +3,061 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,397 shares; 2025Q3: 33,310 shares; 2025Q4: 34,053 shares; 2026Q1: 32,991 shares; 2026Q2: 32,991 shares 32,991 $623K 0.08% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 516 shares 516 $619K 0.08% new Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 663 shares; 2025Q1: 899 shares; 2025Q2: 937 shares; 2025Q3: 1,342 shares; 2025Q4: 1,443 shares; 2026Q1: 1,428 shares; 2026Q2: 1,220 shares 1,220 $610K 0.08% -208 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,420 shares; 2026Q1: 4,814 shares; 2026Q2: 4,103 shares 4,103 $601K 0.08% -711 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 496 shares 496 $572K 0.08% new Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,387 shares; 2026Q1: 6,919 shares; 2026Q2: 9,891 shares 9,891 $533K 0.07% +2,972 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: not loaded; 2024Q4: 6,996 shares; 2025Q1: 6,774 shares; 2025Q2: 5,919 shares; 2025Q3: 5,099 shares; 2025Q4: 4,980 shares; 2026Q1: 3,220 shares; 2026Q2: 1,775 shares 1,775 $533K 0.07% -1,445 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,079 shares; 2025Q3: 1,068 shares; 2025Q4: 1,082 shares; 2026Q1: 1,029 shares; 2026Q2: 1,024 shares 1,024 $526K 0.07% -5 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 729 shares; 2025Q4: 1,247 shares; 2026Q1: 882 shares; 2026Q2: 1,288 shares 1,288 $486K 0.06% +406 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,699 shares; 2025Q3: 3,329 shares; 2025Q4: 3,306 shares; 2026Q1: 2,813 shares; 2026Q2: 2,587 shares 2,587 $478K 0.06% -226 Timeline FIG FIGMA INC More: the full row for FIGMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,498 shares; 2026Q1: 25,603 shares; 2026Q2: 25,490 shares 25,490 $461K 0.06% -113 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 loaded; 2024Q4: 2,403 shares; 2025Q1: 1,973 shares; 2025Q2: 2,480 shares; 2025Q3: 19,458 shares; 2025Q4: 9,517 shares; 2026Q1: not reported; 2026Q2: 766 shares 766 $445K 0.06% new Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,994 shares 7,994 $435K 0.06% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,322 shares; 2025Q2: 4,738 shares; 2025Q3: 3,808 shares; 2025Q4: 2,737 shares; 2026Q1: 1,865 shares; 2026Q2: 2,595 shares 2,595 $432K 0.06% +730 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,368 shares; 2025Q2: 7,911 shares; 2025Q3: 8,952 shares; 2025Q4: 8,018 shares; 2026Q1: 8,306 shares; 2026Q2: 8,134 shares 8,134 $415K 0.05% -172 Timeline DFAC 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 loaded; 2024Q4: 6,741 shares; 2025Q1: 10,130 shares; 2025Q2: 9,941 shares; 2025Q3: 9,883 shares; 2025Q4: 9,906 shares; 2026Q1: 9,692 shares; 2026Q2: 9,344 shares 9,344 $414K 0.05% -348 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,107 shares; 2025Q1: 2,350 shares; 2025Q2: 2,789 shares; 2025Q3: 2,818 shares; 2025Q4: 2,857 shares; 2026Q1: 2,802 shares; 2026Q2: 4,514 shares 4,514 $414K 0.05% +1,712 Timeline GMUB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,995 shares 7,995 $411K 0.05% new Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 64,151 shares; 2025Q2: 83,763 shares; 2025Q3: 94,143 shares; 2025Q4: 96,994 shares; 2026Q1: 18,099 shares; 2026Q2: 16,354 shares 16,354 $400K 0.05% -1,745 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,827 shares; 2025Q3: 1,947 shares; 2025Q4: 1,965 shares; 2026Q1: 1,989 shares; 2026Q2: 2,021 shares 2,021 $383K 0.05% +32 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,145 shares; 2025Q4: 6,500 shares; 2026Q1: 5,539 shares; 2026Q2: 3,765 shares 3,765 $379K 0.05% -1,774 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 loaded; 2024Q4: 1,111 shares; 2025Q1: 1,120 shares; 2025Q2: 1,141 shares; 2025Q3: 1,213 shares; 2025Q4: 1,188 shares; 2026Q1: 1,714 shares; 2026Q2: 1,265 shares 1,265 $377K 0.05% -449 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,088 shares; 2025Q1: 4,110 shares; 2025Q2: 4,110 shares; 2025Q3: 4,110 shares; 2025Q4: 4,110 shares; 2026Q1: 4,128 shares; 2026Q2: 4,128 shares 4,128 $354K 0.05% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 623 shares; 2026Q2: 724 shares 724 $346K 0.05% +101 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: not loaded; 2024Q4: 2,551 shares; 2025Q1: 2,555 shares; 2025Q2: 1,963 shares; 2025Q3: 1,855 shares; 2025Q4: 1,645 shares; 2026Q1: 1,404 shares; 2026Q2: 1,405 shares 1,405 $341K 0.05% +1 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,578 shares; 2026Q1: 8,881 shares; 2026Q2: 14,508 shares 14,508 $320K 0.04% +5,627 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,713 shares; 2025Q1: 13,164 shares; 2025Q2: 10,166 shares; 2025Q3: 9,759 shares; 2025Q4: 9,319 shares; 2026Q1: 3,236 shares; 2026Q2: 2,678 shares 2,678 $319K 0.04% -558 Timeline IDHQ 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 loaded; 2024Q4: not reported; 2025Q1: 6,792 shares; 2025Q2: 6,845 shares; 2025Q3: 6,875 shares; 2025Q4: 6,915 shares; 2026Q1: 6,962 shares; 2026Q2: 7,009 shares 7,009 $306K 0.04% +47 Timeline VDE 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,669 shares; 2026Q1: 1,806 shares; 2026Q2: 1,946 shares 1,946 $292K 0.04% +140 Timeline RDVY 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 loaded; 2024Q4: 3,480 shares; 2025Q1: 3,496 shares; 2025Q2: 3,505 shares; 2025Q3: 3,513 shares; 2025Q4: 3,523 shares; 2026Q1: 3,532 shares; 2026Q2: 3,539 shares 3,539 $287K 0.04% +7 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 734 shares; 2026Q1: 725 shares; 2026Q2: 744 shares 744 $278K 0.04% +19 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 260 shares 260 $277K 0.04% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 20,372 shares; 2025Q2: 20,556 shares; 2025Q3: 2,320 shares; 2025Q4: 2,404 shares; 2026Q1: 2,405 shares; 2026Q2: 2,436 shares 2,436 $276K 0.04% +31 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,680 shares; 2026Q1: 3,695 shares; 2026Q2: 3,287 shares 3,287 $272K 0.04% -408 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,599 shares 4,599 $271K 0.04% new Timeline VONE 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 736 shares; 2025Q3: 751 shares; 2025Q4: 764 shares; 2026Q1: 775 shares; 2026Q2: 787 shares 787 $267K 0.04% +12 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,564 shares; 2025Q1: 3,877 shares; 2025Q2: 3,249 shares; 2025Q3: 3,318 shares; 2025Q4: 3,325 shares; 2026Q1: 3,102 shares; 2026Q2: 3,109 shares 3,109 $255K 0.03% +7 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,639 shares; 2025Q1: 2,769 shares; 2025Q2: 2,698 shares; 2025Q3: 2,698 shares; 2025Q4: 4,408 shares; 2026Q1: 4,226 shares; 2026Q2: 1,395 shares 1,395 $253K 0.03% -2,831 Timeline IDNA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,897 shares; 2025Q1: 9,897 shares; 2025Q2: 9,970 shares; 2025Q3: 11,067 shares; 2025Q4: not reported; 2026Q1: 7,417 shares; 2026Q2: 7,447 shares 7,447 $251K 0.03% +30 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,017 shares; 2025Q3: 35,278 shares; 2025Q4: 29,246 shares; 2026Q1: 4,660 shares; 2026Q2: 4,660 shares 4,660 $249K 0.03% 0 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 876 shares; 2025Q3: 758 shares; 2025Q4: 707 shares; 2026Q1: 707 shares; 2026Q2: 712 shares 712 $243K 0.03% +5 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,877 shares; 2025Q4: 30,877 shares; 2026Q1: 26,475 shares; 2026Q2: 26,475 shares 26,475 $236K 0.03% 0 Timeline XLG 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,825 shares; 2025Q4: 3,832 shares; 2026Q1: 3,838 shares; 2026Q2: 3,846 shares 3,846 $235K 0.03% +8 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: not loaded; 2024Q4: 770 shares; 2025Q1: 774 shares; 2025Q2: 776 shares; 2025Q3: 769 shares; 2025Q4: 442 shares; 2026Q1: 441 shares; 2026Q2: 442 shares 442 $231K 0.03% +1 Timeline SPHQ 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,548 shares 2,548 $230K 0.03% new Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,844 shares 2,844 $227K 0.03% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,101 shares 2,101 $226K 0.03% new Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,782 shares; 2026Q2: 9,282 shares 9,282 $226K 0.03% +500 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 796 shares; 2026Q1: not reported; 2026Q2: 734 shares 734 $223K 0.03% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,909 shares; 2025Q1: 7,585 shares; 2025Q2: 6,922 shares; 2025Q3: 6,936 shares; 2025Q4: 6,881 shares; 2026Q1: 4,484 shares; 2026Q2: 1,462 shares 1,462 $217K 0.03% -3,022 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,094 shares; 2025Q1: 5,598 shares; 2025Q2: 5,429 shares; 2025Q3: 5,443 shares; 2025Q4: 4,957 shares; 2026Q1: 3,851 shares; 2026Q2: 3,192 shares 3,192 $216K 0.03% -659 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,611 shares; 2025Q4: 16,611 shares; 2026Q1: 16,611 shares; 2026Q2: 16,611 shares 16,611 $214K 0.03% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,294 shares 7,294 $211K 0.03% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 179 shares 179 $210K 0.03% new 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 loaded; 2024Q4: 20,358 shares; 2025Q1: 20,361 shares; 2025Q2: 14,613 shares; 2025Q3: 2,917 shares; 2025Q4: 2,920 shares; 2026Q1: 2,999 shares; 2026Q2: 2,910 shares 2,910 $210K 0.03% -89 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,152 shares 3,152 $207K 0.03% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 846 shares 846 $205K 0.03% new Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,593 shares 3,593 $204K 0.03% new Timeline CABA CABALETTA BIO INC More: the full row for CABALETTA BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,108 shares; 2026Q1: 55,108 shares; 2026Q2: 55,108 shares 55,108 $171K 0.02% 0 Timeline NXE NEXGEN ENERGY LTD More: the full row for NEXGEN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,659 shares; 2025Q1: 12,659 shares; 2025Q2: 12,858 shares; 2025Q3: 12,659 shares; 2025Q4: 12,659 shares; 2026Q1: 12,681 shares; 2026Q2: 12,713 shares 12,713 $119K 0.02% +32 Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 16,807 shares; 2025Q2: 16,807 shares; 2025Q3: 16,807 shares; 2025Q4: 16,807 shares; 2026Q1: 16,807 shares; 2026Q2: 16,807 shares 16,807 $64.7K 0.01% 0 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,065 shares; 2026Q1: 10,283 shares; 2026Q2: 10,602 shares 10,602 $51.5K 0.01% +319 Timeline SLNH SOLUNA HOLDINGS INC More: the full row for SOLUNA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,708 shares; 2026Q1: 33,681 shares; 2026Q2: 35,755 shares 35,755 $48.3K 0.01% +2,074 Timeline UCL UCLOUDLINK GROUP INC More: the full row for UCLOUDLINK GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $9.4K <0.01% new Timeline