IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,647 shares; 2024Q4: 10,979 shares; 2025Q1: 10,950 shares; 2025Q2: 11,220 shares; 2025Q3: 11,220 shares; 2025Q4: 9,644 shares; 2026Q1: 9,645 shares; 2026Q2: 9,628 shares 9,628 $7.21M 5.31% -17 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: 39,603 shares; 2024Q4: 42,563 shares; 2025Q1: 41,464 shares; 2025Q2: 42,093 shares; 2025Q3: 39,493 shares; 2025Q4: 39,300 shares; 2026Q1: 40,386 shares; 2026Q2: 40,110 shares 40,110 $5.95M 4.38% -276 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: 15,100 shares; 2024Q4: 14,850 shares; 2025Q1: 14,975 shares; 2025Q2: 17,001 shares; 2025Q3: 14,876 shares; 2025Q4: 13,977 shares; 2026Q1: 13,675 shares; 2026Q2: 11,440 shares 11,440 $4.94M 3.64% -2,235 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,515 shares; 2025Q3: 3,150 shares; 2025Q4: 8,620 shares; 2026Q1: 10,620 shares; 2026Q2: 9,545 shares 9,545 $4.61M 3.4% -1,075 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: 29,099 shares; 2024Q4: 24,988 shares; 2025Q1: 29,690 shares; 2025Q2: 26,200 shares; 2025Q3: 23,120 shares; 2025Q4: 13,651 shares; 2026Q1: 13,265 shares; 2026Q2: 12,625 shares 12,625 $4.46M 3.29% -640 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,925 shares; 2024Q4: 4,600 shares; 2025Q1: 10,590 shares; 2025Q2: 11,775 shares; 2025Q3: 10,275 shares; 2025Q4: 8,050 shares; 2026Q1: 8,005 shares; 2026Q2: 5,053 shares 5,053 $4.24M 3.13% -2,952 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,378 shares; 2024Q4: 30,578 shares; 2025Q1: 30,278 shares; 2025Q2: not reported; 2025Q3: 29,788 shares; 2025Q4: 29,906 shares; 2026Q1: 28,406 shares; 2026Q2: 27,143 shares 27,143 $4.17M 3.07% -1,263 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: 5,170 shares; 2024Q4: 10,220 shares; 2025Q1: 10,295 shares; 2025Q2: 10,195 shares; 2025Q3: 10,145 shares; 2025Q4: 10,195 shares; 2026Q1: 9,967 shares; 2026Q2: 10,900 shares 10,900 $3.72M 2.74% +933 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,216 shares; 2024Q4: 17,391 shares; 2025Q1: 25,375 shares; 2025Q2: 25,530 shares; 2025Q3: 24,518 shares; 2025Q4: 19,881 shares; 2026Q1: 21,358 shares; 2026Q2: 29,933 shares 29,933 $3.55M 2.61% +8,575 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,777 shares; 2024Q4: 2,977 shares; 2025Q1: 2,967 shares; 2025Q2: 3,097 shares; 2025Q3: 2,137 shares; 2025Q4: 2,907 shares; 2026Q1: 2,977 shares; 2026Q2: 2,932 shares 2,932 $3.52M 2.59% -45 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: 14,738 shares; 2024Q4: 14,551 shares; 2025Q1: 14,321 shares; 2025Q2: not reported; 2025Q3: 13,771 shares; 2025Q4: 12,521 shares; 2026Q1: 11,879 shares; 2026Q2: 11,854 shares 11,854 $3.43M 2.53% -25 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: 28,548 shares; 2024Q4: 28,048 shares; 2025Q1: 27,924 shares; 2025Q2: 27,044 shares; 2025Q3: 17,169 shares; 2025Q4: 27,045 shares; 2026Q1: 26,896 shares; 2026Q2: 27,992 shares 27,992 $3.17M 2.34% +1,096 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: 9,337 shares; 2024Q4: 9,354 shares; 2025Q1: 9,281 shares; 2025Q2: 10,958 shares; 2025Q3: 9,208 shares; 2025Q4: 9,036 shares; 2026Q1: 9,281 shares; 2026Q2: 9,208 shares 9,208 $3.01M 2.22% -73 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: 8,682 shares; 2024Q4: 10,872 shares; 2025Q1: 10,605 shares; 2025Q2: 12,347 shares; 2025Q3: 9,772 shares; 2025Q4: 9,547 shares; 2026Q1: 9,692 shares; 2026Q2: 7,963 shares 7,963 $2.93M 2.16% -1,729 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: 2,798 shares; 2024Q4: 2,798 shares; 2025Q1: 2,848 shares; 2025Q2: 5,518 shares; 2025Q3: 5,638 shares; 2025Q4: 6,468 shares; 2026Q1: 6,743 shares; 2026Q2: 6,873 shares 6,873 $2.89M 2.13% +130 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: 11,280 shares; 2024Q4: 11,430 shares; 2025Q1: 11,655 shares; 2025Q2: not reported; 2025Q3: 11,140 shares; 2025Q4: 11,845 shares; 2026Q1: 13,157 shares; 2026Q2: 11,912 shares 11,912 $2.84M 2.09% -1,245 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,153 shares; 2024Q4: 16,053 shares; 2025Q1: 16,204 shares; 2025Q2: 16,649 shares; 2025Q3: 15,599 shares; 2025Q4: 14,933 shares; 2026Q1: 14,733 shares; 2026Q2: 14,233 shares 14,233 $2.77M 2.04% -500 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: 12,515 shares; 2024Q4: 12,065 shares; 2025Q1: 12,600 shares; 2025Q2: 13,765 shares; 2025Q3: 13,715 shares; 2025Q4: 13,785 shares; 2026Q1: 14,071 shares; 2026Q2: 13,822 shares 13,822 $2.77M 2.04% -249 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: 7,757 shares; 2024Q4: 7,702 shares; 2025Q1: 7,598 shares; 2025Q2: 8,442 shares; 2025Q3: 6,967 shares; 2025Q4: 6,691 shares; 2026Q1: 6,954 shares; 2026Q2: 7,357 shares 7,357 $2.74M 2.02% +403 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 150 shares; 2025Q2: not reported; 2025Q3: 4,650 shares; 2025Q4: 10,850 shares; 2026Q1: 13,115 shares; 2026Q2: 9,050 shares 9,050 $2.74M 2.02% -4,065 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: 5,075 shares; 2024Q4: 5,110 shares; 2025Q1: 5,060 shares; 2025Q2: 5,090 shares; 2025Q3: 4,155 shares; 2025Q4: 4,696 shares; 2026Q1: 4,667 shares; 2026Q2: 4,693 shares 4,693 $2.64M 1.95% +26 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,534 shares; 2024Q4: 11,259 shares; 2025Q1: 11,259 shares; 2025Q2: 11,174 shares; 2025Q3: 7,949 shares; 2025Q4: 10,384 shares; 2026Q1: 10,339 shares; 2026Q2: 8,214 shares 8,214 $2.14M 1.58% -2,125 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,730 shares; 2024Q4: 3,920 shares; 2025Q1: 4,080 shares; 2025Q2: 4,475 shares; 2025Q3: 3,575 shares; 2025Q4: 4 shares; 2026Q1: 3,925 shares; 2026Q2: 3,810 shares 3,810 $1.89M 1.4% -115 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: 47,475 shares; 2024Q4: 40,325 shares; 2025Q1: 20,275 shares; 2025Q2: 19,800 shares; 2025Q3: 19,650 shares; 2025Q4: 16,480 shares; 2026Q1: 15,067 shares; 2026Q2: 15,392 shares 15,392 $1.8M 1.32% +325 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,325 shares; 2024Q4: 51,478 shares; 2025Q1: 50,028 shares; 2025Q2: 50,575 shares; 2025Q3: 49,575 shares; 2025Q4: 63,450 shares; 2026Q1: 64,505 shares; 2026Q2: 55,700 shares 55,700 $1.78M 1.31% -8,805 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,070 shares; 2024Q4: 10,565 shares; 2025Q1: 10,530 shares; 2025Q2: 10,630 shares; 2025Q3: 11,105 shares; 2025Q4: 16,160 shares; 2026Q1: 17,120 shares; 2026Q2: 16,395 shares 16,395 $1.74M 1.28% -725 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,781 shares; 2024Q4: 9,806 shares; 2025Q1: 9,781 shares; 2025Q2: 8,982 shares; 2025Q3: 6,657 shares; 2025Q4: 9,033 shares; 2026Q1: 9,988 shares; 2026Q2: 10,339 shares 10,339 $1.7M 1.26% +351 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,575 shares; 2024Q4: 1,640 shares; 2025Q1: 2,900 shares; 2025Q2: 4,390 shares; 2025Q3: 4,275 shares; 2025Q4: 6,095 shares; 2026Q1: 6,186 shares; 2026Q2: 6,201 shares 6,201 $1.57M 1.16% +15 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: 79,100 shares; 2024Q4: 73,650 shares; 2025Q1: 89,850 shares; 2025Q2: 118,550 shares; 2025Q3: 117,550 shares; 2025Q4: 118,350 shares; 2026Q1: not reported; 2026Q2: 117,825 shares 117,825 $1.57M 1.16% new Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 6,500 shares; 2025Q3: 19,500 shares; 2025Q4: 171,350 shares; 2026Q1: 198,100 shares; 2026Q2: 199,100 shares 199,100 $1.53M 1.13% +1,000 Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,810 shares; 2024Q4: 44,785 shares; 2025Q1: 45,635 shares; 2025Q2: 32,085 shares; 2025Q3: 37,585 shares; 2025Q4: 21,475 shares; 2026Q1: 15,775 shares; 2026Q2: 34,275 shares 34,275 $1.46M 1.08% +18,500 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,242 shares; 2024Q4: 3,218 shares; 2025Q1: 3,193 shares; 2025Q2: 3,268 shares; 2025Q3: 3,093 shares; 2025Q4: 2,954 shares; 2026Q1: 2,945 shares; 2026Q2: 2,870 shares 2,870 $1.46M 1.08% -75 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,328 shares; 2024Q4: 31,028 shares; 2025Q1: 32,503 shares; 2025Q2: 42,273 shares; 2025Q3: 31,258 shares; 2025Q4: 42,400 shares; 2026Q1: 53,620 shares; 2026Q2: 45,568 shares 45,568 $1.45M 1.07% -8,052 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,975 shares; 2024Q4: 26,825 shares; 2025Q1: 28,525 shares; 2025Q2: 41,125 shares; 2025Q3: 28,375 shares; 2025Q4: 30,800 shares; 2026Q1: 22,975 shares; 2026Q2: 21,925 shares 21,925 $1.23M 0.91% -1,050 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,545 shares; 2024Q4: 3,615 shares; 2025Q1: 3,490 shares; 2025Q2: 3,805 shares; 2025Q3: 3,515 shares; 2025Q4: 5,325 shares; 2026Q1: 5,470 shares; 2026Q2: 5,520 shares 5,520 $1.22M 0.9% +50 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,300 shares; 2024Q4: 10,275 shares; 2025Q1: 11,550 shares; 2025Q2: 15,200 shares; 2025Q3: 15,200 shares; 2025Q4: 15,100 shares; 2026Q1: 15,345 shares; 2026Q2: 15,405 shares 15,405 $1.19M 0.88% +60 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: not reported; 2024Q4: 250 shares; 2025Q1: 500 shares; 2025Q2: 20,400 shares; 2025Q3: 18,500 shares; 2025Q4: 40,425 shares; 2026Q1: 47,763 shares; 2026Q2: 47,847 shares 47,847 $1.15M 0.85% +84 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,990 shares; 2024Q4: 5,140 shares; 2025Q1: 4,990 shares; 2025Q2: 2,525 shares; 2025Q3: 4,925 shares; 2025Q4: 4,775 shares; 2026Q1: 4,675 shares; 2026Q2: 4,825 shares 4,825 $1.15M 0.84% +150 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,375 shares; 2024Q4: 19,750 shares; 2025Q1: 20,825 shares; 2025Q2: 24,025 shares; 2025Q3: 23,575 shares; 2025Q4: 28,175 shares; 2026Q1: not reported; 2026Q2: 29,475 shares 29,475 $1.08M 0.79% new Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,583 shares; 2026Q2: 26,343 shares 26,343 $1.05M 0.77% +760 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: 316 shares; 2024Q4: 316 shares; 2025Q1: 1,442 shares; 2025Q2: 8,728 shares; 2025Q3: 8,303 shares; 2025Q4: 11,129 shares; 2026Q1: 10,480 shares; 2026Q2: 11,380 shares 11,380 $999K 0.74% +900 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,760 shares; 2024Q4: 5,410 shares; 2025Q1: 5,250 shares; 2025Q2: 4,870 shares; 2025Q3: 4,820 shares; 2025Q4: 4,680 shares; 2026Q1: 4,655 shares; 2026Q2: 3,525 shares 3,525 $901K 0.66% -1,130 Timeline BATRA ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,575 shares; 2024Q4: 24,375 shares; 2025Q1: 24,075 shares; 2025Q2: not reported; 2025Q3: 20,075 shares; 2025Q4: 17,765 shares; 2026Q1: 16,075 shares; 2026Q2: 15,675 shares 15,675 $883K 0.65% -400 Timeline JHCB JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,559 shares; 2024Q4: 49,559 shares; 2025Q1: 49,559 shares; 2025Q2: 46,359 shares; 2025Q3: 46,359 shares; 2025Q4: 45,154 shares; 2026Q1: 42,634 shares; 2026Q2: 41,134 shares 41,134 $872K 0.64% -1,500 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: not reported; 2025Q3: 275 shares; 2025Q4: 550 shares; 2026Q1: 760 shares; 2026Q2: 1,205 shares 1,205 $871K 0.64% +445 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: 1,415 shares; 2024Q4: 1,425 shares; 2025Q1: 1,425 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 905 shares; 2026Q1: 795 shares; 2026Q2: 770 shares 770 $820K 0.6% -25 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,000 shares; 2025Q2: not reported; 2025Q3: 17,000 shares; 2025Q4: 21,000 shares; 2026Q1: 21,000 shares; 2026Q2: 21,000 shares 21,000 $800K 0.59% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,540 shares; 2024Q4: 4,390 shares; 2025Q1: 4,340 shares; 2025Q2: 4,115 shares; 2025Q3: 2,490 shares; 2025Q4: 3,625 shares; 2026Q1: 3,579 shares; 2026Q2: 3,559 shares 3,559 $793K 0.58% -20 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: 9,000 shares; 2024Q4: 12,450 shares; 2025Q1: 5,540 shares; 2025Q2: 8,860 shares; 2025Q3: 8,060 shares; 2025Q4: 3,060 shares; 2026Q1: 800 shares; 2026Q2: 2,130 shares 2,130 $761K 0.56% +1,330 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: 16,500 shares; 2024Q4: 16,250 shares; 2025Q1: 16,250 shares; 2025Q2: not reported; 2025Q3: 11,750 shares; 2025Q4: 11,750 shares; 2026Q1: 12,000 shares; 2026Q2: 13,000 shares 13,000 $741K 0.55% +1,000 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: 7,067 shares; 2024Q4: 6,897 shares; 2025Q1: 7,044 shares; 2025Q2: 7,404 shares; 2025Q3: 7,404 shares; 2025Q4: 7,094 shares; 2026Q1: 7,066 shares; 2026Q2: 7,085 shares 7,085 $701K 0.52% +19 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: 4,545 shares; 2024Q4: 2,420 shares; 2025Q1: 3,820 shares; 2025Q2: 3,370 shares; 2025Q3: 1,045 shares; 2025Q4: 1,375 shares; 2026Q1: 745 shares; 2026Q2: 2,320 shares 2,320 $697K 0.51% +1,575 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,800 shares; 2024Q4: 800 shares; 2025Q1: 7,800 shares; 2025Q2: 7,800 shares; 2025Q3: 800 shares; 2025Q4: 7,800 shares; 2026Q1: 12,700 shares; 2026Q2: 12,700 shares 12,700 $643K 0.47% 0 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR 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: 450 shares; 2026Q1: 2,050 shares; 2026Q2: 6,050 shares 6,050 $614K 0.45% +4,000 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,259 shares; 2025Q2: 7,372 shares; 2025Q3: 7,197 shares; 2025Q4: 6,247 shares; 2026Q1: 5,357 shares; 2026Q2: 2,988 shares 2,988 $602K 0.44% -2,369 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,500 shares; 2024Q4: 69,500 shares; 2025Q1: 69,650 shares; 2025Q2: 65,775 shares; 2025Q3: 59,775 shares; 2025Q4: 48,325 shares; 2026Q1: 51,950 shares; 2026Q2: 51,950 shares 51,950 $521K 0.38% 0 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,236 shares; 2024Q4: 18,236 shares; 2025Q1: 18,236 shares; 2025Q2: 21,361 shares; 2025Q3: 21,361 shares; 2025Q4: 21,861 shares; 2026Q1: 21,861 shares; 2026Q2: 21,861 shares 21,861 $514K 0.38% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE 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: 1,925 shares; 2026Q1: 3,620 shares; 2026Q2: 3,740 shares 3,740 $505K 0.37% +120 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,320 shares; 2024Q4: 3,795 shares; 2025Q1: 3,455 shares; 2025Q2: 4,120 shares; 2025Q3: 3,370 shares; 2025Q4: 2,685 shares; 2026Q1: 2,625 shares; 2026Q2: 2,905 shares 2,905 $488K 0.36% +280 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,500 shares; 2025Q3: 5,500 shares; 2025Q4: 6,875 shares; 2026Q1: 5,500 shares; 2026Q2: 6,250 shares 6,250 $472K 0.35% +750 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $468K 0.34% 0 Timeline CWCO CONSOLIDATED WATER CO INC More: the full row for CONSOLIDATED WATER CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,925 shares; 2024Q4: 15,525 shares; 2025Q1: 15,275 shares; 2025Q2: 16,225 shares; 2025Q3: 15,025 shares; 2025Q4: 14,875 shares; 2026Q1: not reported; 2026Q2: 15,225 shares 15,225 $449K 0.33% new Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,120 shares; 2024Q4: 4,120 shares; 2025Q1: 4,120 shares; 2025Q2: 4,300 shares; 2025Q3: 4,300 shares; 2025Q4: 8,200 shares; 2026Q1: not reported; 2026Q2: 8,000 shares 8,000 $449K 0.33% new 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: 2,943 shares; 2024Q4: 2,918 shares; 2025Q1: 2,868 shares; 2025Q2: 2,768 shares; 2025Q3: 2,618 shares; 2025Q4: 1,690 shares; 2026Q1: 1,465 shares; 2026Q2: 1,265 shares 1,265 $446K 0.33% -200 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: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $426K 0.31% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 650 shares; 2026Q2: 650 shares 650 $412K 0.3% 0 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: not reported; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 4,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $410K 0.3% 0 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: 9,985 shares; 2024Q4: 6,510 shares; 2025Q1: 5,535 shares; 2025Q2: 396 shares; 2025Q3: 361 shares; 2025Q4: 261 shares; 2026Q1: 146 shares; 2026Q2: 346 shares 346 $400K 0.29% +200 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,500 shares; 2024Q4: 4,450 shares; 2025Q1: 4,615 shares; 2025Q2: 4,290 shares; 2025Q3: 3,990 shares; 2025Q4: not reported; 2026Q1: 800 shares; 2026Q2: 4,450 shares 4,450 $376K 0.28% +3,650 Timeline MEAR 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: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 3,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares; 2026Q2: 7,000 shares 7,000 $353K 0.26% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,955 shares; 2024Q4: 7,955 shares; 2025Q1: 7,955 shares; 2025Q2: 7,655 shares; 2025Q3: 7,655 shares; 2025Q4: 7,655 shares; 2026Q1: 7,590 shares; 2026Q2: 7,590 shares 7,590 $345K 0.25% 0 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,045 shares; 2024Q4: 4,446 shares; 2025Q1: 5,296 shares; 2025Q2: 6,115 shares; 2025Q3: 8,165 shares; 2025Q4: 5,790 shares; 2026Q1: 5,715 shares; 2026Q2: 5,915 shares 5,915 $343K 0.25% +200 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,750 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,500 shares; 2025Q3: 4,050 shares; 2025Q4: 10,385 shares; 2026Q1: 10,950 shares; 2026Q2: 6,750 shares 6,750 $337K 0.25% -4,200 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 600 shares; 2025Q1: 100 shares; 2025Q2: 600 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: not reported; 2026Q2: 12,800 shares 12,800 $333K 0.25% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,550 shares; 2024Q4: 1,475 shares; 2025Q1: 1,450 shares; 2025Q2: 1,475 shares; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares; 2026Q1: 1,450 shares; 2026Q2: 1,475 shares 1,475 $330K 0.24% +25 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: 660 shares; 2024Q4: 590 shares; 2025Q1: 555 shares; 2025Q2: 290 shares; 2025Q3: 255 shares; 2025Q4: 255 shares; 2026Q1: 255 shares; 2026Q2: 290 shares 290 $293K 0.22% +35 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: 393 shares; 2024Q4: 393 shares; 2025Q1: 393 shares; 2025Q2: 393 shares; 2025Q3: 393 shares; 2025Q4: 393 shares; 2026Q1: 588 shares; 2026Q2: 2,352 shares 2,352 $292K 0.22% +1,764 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,571 shares; 2024Q4: 4,271 shares; 2025Q1: 2,571 shares; 2025Q2: 2,571 shares; 2025Q3: 1,946 shares; 2025Q4: 4,346 shares; 2026Q1: 4,971 shares; 2026Q2: 2,646 shares 2,646 $292K 0.22% -2,325 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: not reported; 2025Q3: 810 shares; 2025Q4: 805 shares; 2026Q1: 805 shares; 2026Q2: 805 shares 805 $266K 0.2% 0 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: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 1,700 shares; 2025Q2: not reported; 2025Q3: 1,700 shares; 2025Q4: 1,500 shares; 2026Q1: 1,300 shares; 2026Q2: 1,300 shares 1,300 $247K 0.18% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: not reported; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 650 shares; 2026Q2: 650 shares 650 $235K 0.17% 0 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: 7,505 shares; 2024Q4: 6,937 shares; 2025Q1: 4,939 shares; 2025Q2: 2,380 shares; 2025Q3: 2,380 shares; 2025Q4: 2,025 shares; 2026Q1: 1,712 shares; 2026Q2: 1,712 shares 1,712 $234K 0.17% 0 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,735 shares; 2024Q4: 6,735 shares; 2025Q1: 6,735 shares; 2025Q2: 6,735 shares; 2025Q3: 6,735 shares; 2025Q4: 6,276 shares; 2026Q1: 6,206 shares; 2026Q2: 6,206 shares 6,206 $230K 0.17% 0 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,900 shares; 2024Q4: 44,825 shares; 2025Q1: 45,975 shares; 2025Q2: 50,000 shares; 2025Q3: 49,200 shares; 2025Q4: 39,850 shares; 2026Q1: 21,000 shares; 2026Q2: 12,250 shares 12,250 $213K 0.16% -8,750 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: 300 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 1,000 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $204K 0.15% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,582 shares; 2024Q4: 1,582 shares; 2025Q1: 1,582 shares; 2025Q2: 1,582 shares; 2025Q3: 1,582 shares; 2025Q4: 3,395 shares; 2026Q1: not reported; 2026Q2: 1,500 shares 1,500 $187K 0.14% new Timeline MNA NYLIM ETF TR More: the full row for NYLIM 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: 5,000 shares; 2025Q4: 5,100 shares; 2026Q1: 5,100 shares; 2026Q2: 5,000 shares 5,000 $182K 0.13% -100 Timeline CHCO CITY HLDG CO More: the full row for CITY HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,249 shares; 2024Q4: 1,249 shares; 2025Q1: 1,249 shares; 2025Q2: 1,249 shares; 2025Q3: 1,249 shares; 2025Q4: 1,249 shares; 2026Q1: 1,249 shares; 2026Q2: 1,249 shares 1,249 $166K 0.12% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 110 shares; 2026Q1: not reported; 2026Q2: 82 shares 82 $163K 0.12% new Timeline EPR PPTYS EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,250 shares; 2025Q2: 7,575 shares; 2025Q3: 4,875 shares; 2025Q4: 5,075 shares; 2026Q1: 4,375 shares; 2026Q2: 5,075 shares 5,075 $161K 0.12% +700 INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,641 shares; 2024Q4: 27,271 shares; 2025Q1: 25,878 shares; 2025Q2: 25,468 shares; 2025Q3: 23,918 shares; 2025Q4: 20,523 shares; 2026Q1: 5,048 shares; 2026Q2: 3,191 shares 3,191 $158K 0.12% -1,857 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: 370 shares; 2024Q4: 470 shares; 2025Q1: 370 shares; 2025Q2: 435 shares; 2025Q3: 335 shares; 2025Q4: 225 shares; 2026Q1: 225 shares; 2026Q2: 325 shares 325 $155K 0.11% +100 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: 80 shares; 2024Q4: 80 shares; 2025Q1: 193 shares; 2025Q2: 323 shares; 2025Q3: 323 shares; 2025Q4: 400 shares; 2026Q1: 300 shares; 2026Q2: 200 shares 200 $153K 0.11% -100 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 204 shares; 2026Q2: 204 shares 204 $152K 0.11% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 2,000 shares; 2026Q1: 500 shares; 2026Q2: 2,800 shares 2,800 $150K 0.11% +2,300 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,689 shares; 2024Q4: 4,689 shares; 2025Q1: 4,689 shares; 2025Q2: 6,264 shares; 2025Q3: 5,014 shares; 2025Q4: 4,739 shares; 2026Q1: 4,739 shares; 2026Q2: 4,739 shares 4,739 $144K 0.11% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 2,000 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $144K 0.11% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: not reported; 2026Q1: 625 shares; 2026Q2: 650 shares 650 $142K 0.1% +25 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: 790 shares; 2024Q4: 790 shares; 2025Q1: 790 shares; 2025Q2: 790 shares; 2025Q3: 790 shares; 2025Q4: 790 shares; 2026Q1: 1,347 shares; 2026Q2: 1,347 shares 1,347 $130K 0.1% 0 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: 562 shares; 2024Q4: 562 shares; 2025Q1: 562 shares; 2025Q2: 562 shares; 2025Q3: 562 shares; 2025Q4: 512 shares; 2026Q1: 512 shares; 2026Q2: 512 shares 512 $129K 0.09% 0 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,429 shares; 2024Q4: 3,429 shares; 2025Q1: 3,529 shares; 2025Q2: 3,629 shares; 2025Q3: 2,979 shares; 2025Q4: 2,034 shares; 2026Q1: 1,616 shares; 2026Q2: 1,616 shares 1,616 $121K 0.09% 0 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: 584 shares; 2024Q4: 584 shares; 2025Q1: 584 shares; 2025Q2: not reported; 2025Q3: 584 shares; 2025Q4: 400 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $118K 0.09% 0 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: 180 shares; 2024Q4: 355 shares; 2025Q1: 455 shares; 2025Q2: 456 shares; 2025Q3: 456 shares; 2025Q4: 426 shares; 2026Q1: 301 shares; 2026Q2: 301 shares 301 $114K 0.08% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 900 shares 900 $114K 0.08% +100 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: 3,173 shares; 2024Q4: 3,108 shares; 2025Q1: 2,413 shares; 2025Q2: 1,605 shares; 2025Q3: 895 shares; 2025Q4: 1,370 shares; 2026Q1: 323 shares; 2026Q2: 273 shares 273 $113K 0.08% -50 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: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: not reported; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 225 shares; 2026Q2: 225 shares 225 $113K 0.08% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,425 shares 1,425 $109K 0.08% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $108K 0.08% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $103K 0.08% 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: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $88.1K 0.06% 0 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,145 shares; 2026Q1: 7,252 shares; 2026Q2: 7,612 shares 7,612 $85.9K 0.06% +360 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: 10,610 shares; 2024Q4: 4,910 shares; 2025Q1: 3,910 shares; 2025Q2: 3,475 shares; 2025Q3: 2,525 shares; 2025Q4: 1,025 shares; 2026Q1: 1,025 shares; 2026Q2: 605 shares 605 $84.5K 0.06% -420 Timeline VFL ABRDN NATL MUN INCOME FD More: the full row for ABRDN NATL MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares; 2026Q2: 8,000 shares 8,000 $83K 0.06% 0 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: 983 shares; 2024Q4: 983 shares; 2025Q1: 983 shares; 2025Q2: 983 shares; 2025Q3: 983 shares; 2025Q4: 983 shares; 2026Q1: 983 shares; 2026Q2: 983 shares 983 $81.4K 0.06% 0 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,500 shares; 2024Q4: 67,250 shares; 2025Q1: 61,250 shares; 2025Q2: 40,700 shares; 2025Q3: 38,700 shares; 2025Q4: 37,700 shares; 2026Q1: 11,700 shares; 2026Q2: 12,000 shares 12,000 $77.6K 0.06% +300 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 11,000 shares; 2025Q1: 14,500 shares; 2025Q2: 9,500 shares; 2025Q3: 9,500 shares; 2025Q4: 10,500 shares; 2026Q1: 8,000 shares; 2026Q2: 8,000 shares 8,000 $75.1K 0.06% 0 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP 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: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $74.6K 0.05% 0 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: 9 shares; 2024Q4: 203 shares; 2025Q1: 203 shares; 2025Q2: not reported; 2025Q3: 233 shares; 2025Q4: 175 shares; 2026Q1: 61 shares; 2026Q2: 98 shares 98 $72.2K 0.05% +37 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: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 650 shares; 2026Q2: 650 shares 650 $70.9K 0.05% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,165 shares; 2024Q4: 3,040 shares; 2025Q1: 3,565 shares; 2025Q2: 915 shares; 2025Q3: 615 shares; 2025Q4: 240 shares; 2026Q1: 215 shares; 2026Q2: 275 shares 275 $70.4K 0.05% +60 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 282 shares; 2026Q2: 282 shares 282 $68.4K 0.05% 0 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: 740 shares; 2024Q4: 741 shares; 2025Q1: 741 shares; 2025Q2: not reported; 2025Q3: 742 shares; 2025Q4: 743 shares; 2026Q1: 744 shares; 2026Q2: 745 shares 745 $67.6K 0.05% +1 Timeline TNA DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 878 shares; 2026Q2: 878 shares 878 $65.9K 0.05% 0 Timeline GDL GDL FD More: the full row for GDL 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: 5,500 shares; 2026Q1: 7,500 shares; 2026Q2: 7,500 shares 7,500 $63.5K 0.05% 0 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: 1,512 shares; 2024Q4: 1,105 shares; 2025Q1: 1,020 shares; 2025Q2: 510 shares; 2025Q3: 510 shares; 2025Q4: 470 shares; 2026Q1: 420 shares; 2026Q2: 420 shares 420 $61.6K 0.05% 0 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: 350 shares 350 $59.8K 0.04% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $58.5K 0.04% 0 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $57.8K 0.04% 0 Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,100 shares 1,100 $57.5K 0.04% +100 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: 111 shares; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 111 shares; 2026Q2: 111 shares 111 $56.6K 0.04% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: not reported; 2025Q2: 25 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 525 shares 525 $56.4K 0.04% new 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: 12,565 shares; 2024Q4: 13,765 shares; 2025Q1: 15,090 shares; 2025Q2: 16,240 shares; 2025Q3: 14,440 shares; 2025Q4: 14,275 shares; 2026Q1: 1,650 shares; 2026Q2: 1,400 shares 1,400 $56.3K 0.04% -250 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,150 shares; 2026Q2: 2,150 shares 2,150 $51K 0.04% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 725 shares; 2024Q4: 900 shares; 2025Q1: 725 shares; 2025Q2: 900 shares; 2025Q3: 725 shares; 2025Q4: 725 shares; 2026Q1: 725 shares; 2026Q2: 900 shares 900 $50K 0.04% +175 Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS COMMUNICATIONS 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: 1,500 shares 1,500 $48.8K 0.04% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 131 shares; 2026Q1: 114 shares; 2026Q2: 50 shares 50 $48.1K 0.04% -64 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: 2,600 shares; 2024Q4: 2,200 shares; 2025Q1: 2,000 shares; 2025Q2: 750 shares; 2025Q3: 550 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 400 shares 400 $47K 0.03% +200 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,456 shares; 2024Q4: 3,606 shares; 2025Q1: 53,408 shares; 2025Q2: 55,488 shares; 2025Q3: 48,488 shares; 2025Q4: 2,456 shares; 2026Q1: 2,456 shares; 2026Q2: 2,456 shares 2,456 $47K 0.03% 0 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: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $46.7K 0.03% 0 Timeline HYEM 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: 2,804 shares; 2024Q4: 2,804 shares; 2025Q1: 2,804 shares; 2025Q2: not reported; 2025Q3: 2,804 shares; 2025Q4: 2,804 shares; 2026Q1: 2,804 shares; 2026Q2: 2,304 shares 2,304 $46.3K 0.03% -500 Timeline MMIN 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,700 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares; 2026Q2: 1,900 shares 1,900 $46K 0.03% 0 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,590 shares; 2024Q4: 1,180 shares; 2025Q1: 1,180 shares; 2025Q2: 915 shares; 2025Q3: 915 shares; 2025Q4: 885 shares; 2026Q1: 885 shares; 2026Q2: 885 shares 885 $44.6K 0.03% 0 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: 1,148 shares; 2024Q4: 1,148 shares; 2025Q1: 564 shares; 2025Q2: 564 shares; 2025Q3: 564 shares; 2025Q4: 264 shares; 2026Q1: 264 shares; 2026Q2: 264 shares 264 $43.8K 0.03% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 215 shares; 2026Q2: 215 shares 215 $42.5K 0.03% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,104 shares; 2024Q4: 513 shares; 2025Q1: 517 shares; 2025Q2: not reported; 2025Q3: 521 shares; 2025Q4: 529 shares; 2026Q1: 533 shares; 2026Q2: 537 shares 537 $41K 0.03% +4 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 257 shares; 2024Q4: 257 shares; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 257 shares; 2025Q4: 257 shares; 2026Q1: 257 shares; 2026Q2: 257 shares 257 $40.3K 0.03% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 40 shares; 2025Q1: not reported; 2025Q2: 40 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 240 shares 240 $39.3K 0.03% new Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR CORP 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: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $35.8K 0.03% 0 Timeline HGTY HAGERTY INC More: the full row for HAGERTY 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: 5,000 shares; 2026Q2: 3,000 shares 3,000 $35.8K 0.03% -2,000 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: 1,510 shares; 2024Q4: 1,006 shares; 2025Q1: 1,006 shares; 2025Q2: 1,006 shares; 2025Q3: 1,006 shares; 2025Q4: 903 shares; 2026Q1: 651 shares; 2026Q2: 227 shares 227 $35.6K 0.03% -424 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $30.6K 0.02% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,775 shares; 2024Q4: 1,550 shares; 2025Q1: 1,550 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 260 shares; 2026Q1: 185 shares; 2026Q2: 185 shares 185 $30K 0.02% 0 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: not reported; 2025Q4: 900 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $29.8K 0.02% 0 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: 675 shares; 2024Q4: 705 shares; 2025Q1: 655 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 300 shares 300 $29.8K 0.02% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $28.4K 0.02% 0 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 465 shares; 2024Q4: 300 shares; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 300 shares 300 $28.4K 0.02% new 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 reported; 2024Q4: not reported; 2025Q1: 1,553 shares; 2025Q2: 1,553 shares; 2025Q3: 1,553 shares; 2025Q4: 1,282 shares; 2026Q1: 1,092 shares; 2026Q2: 1,092 shares 1,092 $28.3K 0.02% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 331 shares; 2024Q4: 331 shares; 2025Q1: 331 shares; 2025Q2: 331 shares; 2025Q3: 331 shares; 2025Q4: 331 shares; 2026Q1: 331 shares; 2026Q2: 331 shares 331 $27.2K 0.02% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,380 shares; 2024Q4: 2,125 shares; 2025Q1: 2,025 shares; 2025Q2: 1,500 shares; 2025Q3: 1,350 shares; 2025Q4: 350 shares; 2026Q1: 250 shares; 2026Q2: 250 shares 250 $26K 0.02% 0 Timeline TYD DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,048 shares; 2026Q2: 1,048 shares 1,048 $24.9K 0.02% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,226 shares; 2026Q1: 2,150 shares; 2026Q2: 1,850 shares 1,850 $24.6K 0.02% -300 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,565 shares; 2024Q4: 8,565 shares; 2025Q1: 8,565 shares; 2025Q2: 5,735 shares; 2025Q3: 5,735 shares; 2025Q4: 600 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $24.6K 0.02% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 109 shares; 2026Q2: 109 shares 109 $23.9K 0.02% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares 100 $23.3K 0.02% 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 200 shares; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 500 shares 500 $21.9K 0.02% +300 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 340 shares; 2024Q4: 300 shares; 2025Q1: 175 shares; 2025Q2: 125 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 225 shares 225 $21.1K 0.02% new Timeline TWLO TWILIO INC More: the full row for TWILIO 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: 1,300 shares; 2026Q1: not reported; 2026Q2: 100 shares 100 $20.6K 0.02% new Timeline IWS 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: 122 shares; 2026Q2: 122 shares 122 $20.1K 0.01% 0 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 475 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $19K 0.01% 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: 311 shares; 2024Q4: 311 shares; 2025Q1: 311 shares; 2025Q2: not reported; 2025Q3: 311 shares; 2025Q4: 311 shares; 2026Q1: 311 shares; 2026Q2: 311 shares 311 $18.3K 0.01% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares 100 $18K 0.01% new 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $17.9K 0.01% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 126 shares; 2026Q2: 126 shares 126 $17.3K 0.01% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 76 shares; 2026Q2: 76 shares 76 $17.3K 0.01% 0 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: 407 shares; 2024Q4: 407 shares; 2025Q1: 507 shares; 2025Q2: 508 shares; 2025Q3: 508 shares; 2025Q4: 407 shares; 2026Q1: 407 shares; 2026Q2: 407 shares 407 $16.7K 0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 465 shares; 2024Q4: 340 shares; 2025Q1: 140 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $16.7K 0.01% new Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 473 shares; 2024Q4: 473 shares; 2025Q1: 453 shares; 2025Q2: 28 shares; 2025Q3: 278 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8 $16.6K 0.01% 0 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: 500 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: not reported; 2026Q1: 2,705 shares; 2026Q2: 205 shares 205 $16.6K 0.01% -2,500 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 150 shares; 2025Q1: not reported; 2025Q2: 150 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 150 shares 150 $15.5K 0.01% new 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: 450 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 850 shares; 2025Q3: 350 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $15.4K 0.01% 0 Timeline OPK OPKO HEALTH INC More: the full row for OPKO HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $15K 0.01% 0 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $14K 0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 240 shares; 2025Q1: 310 shares; 2025Q2: 920 shares; 2025Q3: 880 shares; 2025Q4: 315 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $13.8K 0.01% 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: 2,646 shares; 2024Q4: 646 shares; 2025Q1: 646 shares; 2025Q2: 646 shares; 2025Q3: 646 shares; 2025Q4: 646 shares; 2026Q1: 646 shares; 2026Q2: 646 shares 646 $13.4K 0.01% 0 Timeline ONDS ONDAS INC More: the full row for ONDAS 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: 750 shares; 2026Q2: 1,500 shares 1,500 $12.4K 0.01% +750 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 111 shares; 2026Q2: 111 shares 111 $11.5K 0.01% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $11K 0.01% 0 Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares 500 $10.6K 0.01% new Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,517 shares; 2024Q4: 2,417 shares; 2025Q1: 1,992 shares; 2025Q2: 1,842 shares; 2025Q3: 1,442 shares; 2025Q4: 492 shares; 2026Q1: 351 shares; 2026Q2: 151 shares 151 $9.64K 0.01% -200 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: 135 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 135 shares; 2026Q2: 135 shares 135 $9.62K 0.01% 0 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 275 shares; 2025Q1: 275 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $9.05K 0.01% 0 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $8.89K 0.01% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63 shares; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 63 shares; 2026Q2: 63 shares 63 $7.97K 0.01% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $7.35K 0.01% 0 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS 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: 500 shares 500 $7.25K 0.01% new Timeline KFY KORN FERRY More: the full row for KORN FERRY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares 100 $6.66K <0.01% new Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,434 shares; 2024Q4: 10,687 shares; 2025Q1: 10,687 shares; 2025Q2: 11,578 shares; 2025Q3: 10,687 shares; 2025Q4: 2,639 shares; 2026Q1: 498 shares; 2026Q2: 498 shares 498 $5.95K <0.01% 0 Timeline RGR STURM RUGER & CO INC More: the full row for STURM RUGER & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123 shares; 2024Q4: 123 shares; 2025Q1: 124 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 126 shares; 2026Q2: 126 shares 126 $4.77K <0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76 shares; 2024Q4: 76 shares; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 76 shares; 2026Q2: 76 shares 76 $4.12K <0.01% 0 Timeline INGM INGRAM MICRO HLDG CORP More: the full row for INGRAM MICRO HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 150 shares 150 $4.12K <0.01% -50 Timeline GLAD GLADSTONE CAP CORP More: the full row for GLADSTONE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202 shares; 2024Q4: 202 shares; 2025Q1: 202 shares; 2025Q2: 202 shares; 2025Q3: 202 shares; 2025Q4: 202 shares; 2026Q1: 202 shares; 2026Q2: 202 shares 202 $3.92K <0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $3.65K <0.01% 0 Timeline KSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96 shares; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 96 shares; 2026Q1: 96 shares; 2026Q2: 96 shares 96 $3.58K <0.01% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares; 2026Q2: 10 shares 10 $3.54K <0.01% -10 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50 shares 50 $3.5K <0.01% new Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN 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: 334 shares 334 $3.46K <0.01% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58 shares; 2024Q4: 9,358 shares; 2025Q1: 10,108 shares; 2025Q2: 4,158 shares; 2025Q3: 4,158 shares; 2025Q4: 58 shares; 2026Q1: 58 shares; 2026Q2: 58 shares 58 $3.34K <0.01% 0 Timeline VGSH 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: 57 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: not reported; 2025Q3: 57 shares; 2025Q4: 57 shares; 2026Q1: 57 shares; 2026Q2: 57 shares 57 $3.32K <0.01% 0 Timeline SVOL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $3.21K <0.01% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35 shares; 2026Q2: 35 shares 35 $3.1K <0.01% 0 Timeline VGLT 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: 51 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: not reported; 2025Q3: 51 shares; 2025Q4: 51 shares; 2026Q1: 51 shares; 2026Q2: 51 shares 51 $2.81K <0.01% 0 Timeline DPC DPC HOLDINGS PLC More: the full row for DPC HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40 shares 40 $1.96K <0.01% new Timeline EROC EROCK INC More: the full row for EROCK 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: 125 shares 125 $1.81K <0.01% new Timeline NATL NCR ATLEOS CORPORATION More: the full row for NCR ATLEOS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $1.74K <0.01% 0 Timeline SIND SINDA LTD More: the full row for SINDA 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: 135 shares 135 $1.62K <0.01% new Timeline ECAT BLACKROCK ESG CAP ALLC TERM More: the full row for BLACKROCK ESG CAP ALLC TERM 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: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $1.57K <0.01% 0 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: 1,042 shares; 2024Q4: 1,052 shares; 2025Q1: 1,142 shares; 2025Q2: 24,505 shares; 2025Q3: 1,330 shares; 2025Q4: 4,650 shares; 2026Q1: 373 shares; 2026Q2: 20 shares 20 $1.43K <0.01% -353 Timeline SPBC SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 30 shares; 2026Q2: 30 shares 30 $1.42K <0.01% 0 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 880 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 25 shares 25 $1.23K <0.01% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 335 shares; 2026Q1: 135 shares; 2026Q2: 10 shares 10 $996 <0.01% -125 Timeline CAPL CROSSAMERICA PARTNERS LP More: the full row for CROSSAMERICA PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 44 shares; 2026Q2: 44 shares 44 $987 <0.01% 0 Timeline VYX NCR VOYIX CORPORATION More: the full row for NCR VOYIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81 shares; 2024Q4: 81 shares; 2025Q1: 81 shares; 2025Q2: not reported; 2025Q3: 81 shares; 2025Q4: 81 shares; 2026Q1: not reported; 2026Q2: 81 shares 81 $662 <0.01% new Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $444 <0.01% 0 Timeline