AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,590 shares; 2024Q4: 59,144 shares; 2025Q1: 62,816 shares; 2025Q2: 63,382 shares; 2025Q3: 63,696 shares; 2025Q4: 8,348 shares; 2026Q1: 30,955 shares; 2026Q2: 45,170 shares 45,170 $13.1M 9.72% +14,215 Timeline VV 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: 106,999 shares; 2024Q4: 128,921 shares; 2025Q1: 148,811 shares; 2025Q2: 136,985 shares; 2025Q3: 156,828 shares; 2025Q4: 14,316 shares; 2026Q1: 18,352 shares; 2026Q2: 19,352 shares 19,352 $6.66M 4.95% +1,000 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: not reported; 2024Q4: not reported; 2025Q1: 663 shares; 2025Q2: 774 shares; 2025Q3: 739 shares; 2025Q4: 219 shares; 2026Q1: 12,237 shares; 2026Q2: 18,327 shares 18,327 $6.64M 4.93% +6,090 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: 14,467 shares; 2024Q4: 17,373 shares; 2025Q1: 25,571 shares; 2025Q2: 27,211 shares; 2025Q3: 26,948 shares; 2025Q4: 2,353 shares; 2026Q1: 12,837 shares; 2026Q2: 20,102 shares 20,102 $4.79M 3.56% +7,265 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: 60,731 shares; 2024Q4: 67,481 shares; 2025Q1: 84,055 shares; 2025Q2: 86,146 shares; 2025Q3: 88,336 shares; 2025Q4: 4,071 shares; 2026Q1: 14,967 shares; 2026Q2: 22,987 shares 22,987 $4.6M 3.42% +8,020 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: 9,363 shares; 2024Q4: 10,692 shares; 2025Q1: 13,270 shares; 2025Q2: 12,963 shares; 2025Q3: 13,289 shares; 2025Q4: 1,759 shares; 2026Q1: 9,325 shares; 2026Q2: 12,172 shares 12,172 $4.6M 3.42% +2,847 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: 8,057 shares; 2024Q4: 10,337 shares; 2025Q1: 14,066 shares; 2025Q2: 16,655 shares; 2025Q3: 17,198 shares; 2025Q4: 5,402 shares; 2026Q1: 7,901 shares; 2026Q2: 12,662 shares 12,662 $4.52M 3.36% +4,761 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: 265,431 shares; 2024Q4: 280,994 shares; 2025Q1: 299,044 shares; 2025Q2: 255,227 shares; 2025Q3: 276,443 shares; 2025Q4: 24,649 shares; 2026Q1: 30,469 shares; 2026Q2: 28,667 shares 28,667 $4.25M 3.16% -1,802 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186,968 shares; 2024Q4: 184,410 shares; 2025Q1: 180,221 shares; 2025Q2: 177,419 shares; 2025Q3: 172,890 shares; 2025Q4: 12,335 shares; 2026Q1: 11,957 shares; 2026Q2: 9,469 shares 9,469 $3.88M 2.88% -2,488 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 386,422 shares; 2024Q4: 425,515 shares; 2025Q1: 455,441 shares; 2025Q2: 480,150 shares; 2025Q3: 499,656 shares; 2025Q4: 33,239 shares; 2026Q1: 40,083 shares; 2026Q2: 39,333 shares 39,333 $3.62M 2.69% -750 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,768 shares; 2026Q2: 73,106 shares 73,106 $3.5M 2.61% +15,338 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: 5,911 shares; 2024Q4: 7,559 shares; 2025Q1: 10,831 shares; 2025Q2: 11,289 shares; 2025Q3: 11,568 shares; 2025Q4: 1,149 shares; 2026Q1: 5,203 shares; 2026Q2: 9,263 shares 9,263 $3.46M 2.57% +4,060 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 436,765 shares; 2024Q4: 708,986 shares; 2025Q1: 1,799,998 shares; 2025Q2: 1,569,722 shares; 2025Q3: 1,464,709 shares; 2025Q4: 60,728 shares; 2026Q1: 52,451 shares; 2026Q2: 68,307 shares 68,307 $3.45M 2.57% +15,856 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: 126,809 shares; 2024Q4: 139,177 shares; 2025Q1: 170,948 shares; 2025Q2: 166,651 shares; 2025Q3: 178,030 shares; 2025Q4: 11,143 shares; 2026Q1: 13,356 shares; 2026Q2: 12,395 shares 12,395 $2.7M 2.01% -961 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 292,638 shares; 2024Q4: 320,688 shares; 2025Q1: 329,671 shares; 2025Q2: 351,582 shares; 2025Q3: 369,146 shares; 2025Q4: 28,990 shares; 2026Q1: 35,439 shares; 2026Q2: 34,137 shares 34,137 $2.61M 1.94% -1,302 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,893 shares; 2024Q4: 35,288 shares; 2025Q1: 39,939 shares; 2025Q2: 36,222 shares; 2025Q3: 39,916 shares; 2025Q4: 3,414 shares; 2026Q1: 4,361 shares; 2026Q2: 25,606 shares 25,606 $2.21M 1.64% +21,245 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,685 shares; 2024Q4: 169,806 shares; 2025Q1: 179,006 shares; 2025Q2: 190,537 shares; 2025Q3: 203,033 shares; 2025Q4: not reported; 2026Q1: 18,170 shares; 2026Q2: 17,588 shares 17,588 $2.19M 1.63% -582 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: 43,703 shares; 2024Q4: 43,035 shares; 2025Q1: 41,021 shares; 2025Q2: 54,329 shares; 2025Q3: 53,697 shares; 2025Q4: 5,195 shares; 2026Q1: 5,483 shares; 2026Q2: 2,896 shares 2,896 $2.17M 1.61% -2,587 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: 4,437 shares; 2024Q4: 4,393 shares; 2025Q1: 5,324 shares; 2025Q2: 5,865 shares; 2025Q3: 6,031 shares; 2025Q4: 2,124 shares; 2026Q1: 4,007 shares; 2026Q2: 3,461 shares 3,461 $1.95M 1.45% -546 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: 4,925 shares; 2024Q4: 5,863 shares; 2025Q1: 7,439 shares; 2025Q2: 7,892 shares; 2025Q3: 7,880 shares; 2025Q4: 18 shares; 2026Q1: 5,414 shares; 2026Q2: 5,498 shares 5,498 $1.94M 1.44% +84 Timeline SCHG 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: 207,901 shares; 2024Q4: 814,000 shares; 2025Q1: 790,040 shares; 2025Q2: 774,000 shares; 2025Q3: 753,407 shares; 2025Q4: 72,057 shares; 2026Q1: 71,813 shares; 2026Q2: 56,849 shares 56,849 $1.92M 1.43% -14,964 Timeline VMBS 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: 263,996 shares; 2024Q4: 284,831 shares; 2025Q1: 302,864 shares; 2025Q2: 322,733 shares; 2025Q3: 345,173 shares; 2025Q4: 32,934 shares; 2026Q1: 39,633 shares; 2026Q2: 38,431 shares 38,431 $1.8M 1.34% -1,202 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: 3,260 shares; 2024Q4: 4,713 shares; 2025Q1: 6,218 shares; 2025Q2: 6,982 shares; 2025Q3: 6,803 shares; 2025Q4: 1,569 shares; 2026Q1: 3,027 shares; 2026Q2: 5,472 shares 5,472 $1.79M 1.33% +2,445 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: not reported; 2024Q4: not reported; 2025Q1: 1,301 shares; 2025Q2: 1,436 shares; 2025Q3: 1,441 shares; 2025Q4: 16 shares; 2026Q1: 2,187 shares; 2026Q2: 4,952 shares 4,952 $1.69M 1.26% +2,765 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: 6,805 shares; 2024Q4: 7,513 shares; 2025Q1: 8,468 shares; 2025Q2: 9,244 shares; 2025Q3: 9,272 shares; 2025Q4: 3,059 shares; 2026Q1: 3,267 shares; 2026Q2: 2,075 shares 2,075 $1.43M 1.06% -1,192 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 280,926 shares; 2025Q4: not reported; 2026Q1: 24,160 shares; 2026Q2: 21,156 shares 21,156 $1.39M 1.03% -3,004 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222,394 shares; 2024Q4: 241,241 shares; 2025Q1: 250,953 shares; 2025Q2: 240,832 shares; 2025Q3: 253,664 shares; 2025Q4: 18,207 shares; 2026Q1: 24,001 shares; 2026Q2: 23,133 shares 23,133 $1.38M 1.03% -868 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: 273,886 shares; 2024Q4: 293,733 shares; 2025Q1: 309,438 shares; 2025Q2: 327,521 shares; 2025Q3: 360,936 shares; 2025Q4: not reported; 2026Q1: 25,432 shares; 2026Q2: 22,857 shares 22,857 $1.33M 0.99% -2,575 Timeline BOTZ 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: 6,304 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 158,040 shares; 2025Q3: 445,236 shares; 2025Q4: 22,669 shares; 2026Q1: 32,630 shares; 2026Q2: 31,525 shares 31,525 $1.2M 0.89% -1,105 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,473 shares; 2026Q2: 9,562 shares 9,562 $1.13M 0.84% +6,089 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 37,891 shares; 2025Q1: 70,756 shares; 2025Q2: 75,695 shares; 2025Q3: 79,740 shares; 2025Q4: 5,051 shares; 2026Q1: 6,864 shares; 2026Q2: 6,526 shares 6,526 $1.01M 0.75% -338 Timeline WELD TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,567 shares 15,567 $979K 0.73% 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: 15,043 shares; 2024Q4: 13,930 shares; 2025Q1: 15,320 shares; 2025Q2: 14,343 shares; 2025Q3: 16,739 shares; 2025Q4: 1,598 shares; 2026Q1: 2,531 shares; 2026Q2: 2,278 shares 2,278 $958K 0.71% -253 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,137 shares; 2025Q1: 3,801 shares; 2025Q2: 3,792 shares; 2025Q3: 3,777 shares; 2025Q4: 344 shares; 2026Q1: 346 shares; 2026Q2: 6,036 shares 6,036 $954K 0.71% +5,690 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 27,581 shares; 2025Q1: 2,778 shares; 2025Q2: 7,230 shares; 2025Q3: 6,557 shares; 2025Q4: 11,707 shares; 2026Q1: 11,279 shares; 2026Q2: 12,706 shares 12,706 $933K 0.69% +1,427 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL 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: 7,142 shares; 2026Q2: 5,163 shares 5,163 $912K 0.68% -1,979 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: 1,719 shares; 2024Q4: 1,849 shares; 2025Q1: 2,181 shares; 2025Q2: 2,173 shares; 2025Q3: 3,027 shares; 2025Q4: 983 shares; 2026Q1: 3,845 shares; 2026Q2: 4,799 shares 4,799 $911K 0.68% +954 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: not reported; 2024Q4: 345 shares; 2025Q1: 496 shares; 2025Q2: 517 shares; 2025Q3: 549 shares; 2025Q4: 650 shares; 2026Q1: 6,491 shares; 2026Q2: 12,307 shares 12,307 $879K 0.65% +5,816 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: 1,771 shares; 2024Q4: 1,780 shares; 2025Q1: 2,017 shares; 2025Q2: 1,888 shares; 2025Q3: 1,934 shares; 2025Q4: 1,666 shares; 2026Q1: 3,281 shares; 2026Q2: 3,244 shares 3,244 $787K 0.58% -37 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,904 shares; 2025Q3: 2,908 shares; 2025Q4: 3,736 shares; 2026Q1: 11,070 shares; 2026Q2: 8,452 shares 8,452 $743K 0.55% -2,618 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: 7,091 shares; 2024Q4: 54,142 shares; 2025Q1: 7,338 shares; 2025Q2: 8,716 shares; 2025Q3: 11,110 shares; 2025Q4: 6,847 shares; 2026Q1: 7,688 shares; 2026Q2: 6,922 shares 6,922 $685K 0.51% -766 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 215,758 shares; 2024Q4: 211,591 shares; 2025Q1: 114,513 shares; 2025Q2: 105,756 shares; 2025Q3: 105,007 shares; 2025Q4: 14,726 shares; 2026Q1: 14,119 shares; 2026Q2: 14,151 shares 14,151 $682K 0.51% +32 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: 693 shares; 2024Q4: 928 shares; 2025Q1: 1,001 shares; 2025Q2: 991 shares; 2025Q3: 1,010 shares; 2025Q4: 589 shares; 2026Q1: 673 shares; 2026Q2: 666 shares 666 $674K 0.5% -7 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 677 shares; 2026Q2: 682 shares 682 $658K 0.49% +5 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,026 shares; 2024Q4: 1,464 shares; 2025Q1: 1,695 shares; 2025Q2: 2,018 shares; 2025Q3: 1,980 shares; 2025Q4: 217 shares; 2026Q1: 2,373 shares; 2026Q2: 2,320 shares 2,320 $652K 0.49% -53 Timeline GOVT 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: 27,767 shares; 2026Q2: 26,549 shares 26,549 $605K 0.45% -1,218 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: 1,452 shares; 2024Q4: 1,782 shares; 2025Q1: 2,141 shares; 2025Q2: 2,112 shares; 2025Q3: 3,053 shares; 2025Q4: 1,265 shares; 2026Q1: 1,992 shares; 2026Q2: 2,391 shares 2,391 $602K 0.45% +399 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: 2,450 shares; 2024Q4: 3,387 shares; 2025Q1: 3,962 shares; 2025Q2: 3,775 shares; 2025Q3: 3,835 shares; 2025Q4: 1,683 shares; 2026Q1: 2,198 shares; 2026Q2: 2,245 shares 2,245 $570K 0.42% +47 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,938 shares; 2024Q4: 5,054 shares; 2025Q1: 5,372 shares; 2025Q2: 5,566 shares; 2025Q3: 5,370 shares; 2025Q4: 190 shares; 2026Q1: 758 shares; 2026Q2: 1,656 shares 1,656 $568K 0.42% +898 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: 4,019 shares; 2024Q4: 5,009 shares; 2025Q1: 6,050 shares; 2025Q2: 6,560 shares; 2025Q3: 6,722 shares; 2025Q4: 3,415 shares; 2026Q1: 5,033 shares; 2026Q2: 6,723 shares 6,723 $546K 0.41% +1,690 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: 651 shares; 2024Q4: 792 shares; 2025Q1: 843 shares; 2025Q2: 842 shares; 2025Q3: 908 shares; 2025Q4: 46 shares; 2026Q1: 326 shares; 2026Q2: 436 shares 436 $523K 0.39% +110 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: 7,183 shares; 2024Q4: 11,651 shares; 2025Q1: 14,126 shares; 2025Q2: 14,245 shares; 2025Q3: 13,748 shares; 2025Q4: 1,214 shares; 2026Q1: 9,405 shares; 2026Q2: 8,913 shares 8,913 $508K 0.38% -492 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,208 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,189 shares; 2025Q3: 3,179 shares; 2025Q4: 27 shares; 2026Q1: 694 shares; 2026Q2: 741 shares 741 $473K 0.35% +47 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,666 shares; 2026Q2: 1,782 shares 1,782 $464K 0.35% +116 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9 shares; 2026Q1: 4,587 shares; 2026Q2: 2,026 shares 2,026 $431K 0.32% -2,561 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: 908 shares; 2024Q4: 1,833 shares; 2025Q1: 2,141 shares; 2025Q2: 1,849 shares; 2025Q3: 1,815 shares; 2025Q4: 549 shares; 2026Q1: 986 shares; 2026Q2: 1,193 shares 1,193 $421K 0.31% +207 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 reported; 2024Q4: 2,700 shares; 2025Q1: 1,903 shares; 2025Q2: 21,748 shares; 2025Q3: 22,376 shares; 2025Q4: 408 shares; 2026Q1: 631 shares; 2026Q2: 1,298 shares 1,298 $393K 0.29% +667 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 171 shares; 2026Q2: 173 shares 173 $393K 0.29% +2 Timeline RVSB RIVERVIEW BANCORP INC More: the full row for RIVERVIEW BANCORP 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: 4,643 shares; 2026Q2: 4,555 shares 4,555 $390K 0.29% -88 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: 2,396 shares; 2024Q4: 3,450 shares; 2025Q1: 4,081 shares; 2025Q2: 3,980 shares; 2025Q3: 4,074 shares; 2025Q4: 1,433 shares; 2026Q1: 2,419 shares; 2026Q2: 2,317 shares 2,317 $384K 0.29% -102 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: 5,609 shares; 2024Q4: 8,437 shares; 2025Q1: 9,662 shares; 2025Q2: 9,875 shares; 2025Q3: 12,585 shares; 2025Q4: 6,339 shares; 2026Q1: 7,564 shares; 2026Q2: 3,062 shares 3,062 $357K 0.27% -4,502 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: 5,658 shares; 2024Q4: 5,681 shares; 2025Q1: 6,173 shares; 2025Q2: 6,012 shares; 2025Q3: 6,446 shares; 2025Q4: 6,971 shares; 2026Q1: 7,645 shares; 2026Q2: 4,604 shares 4,604 $355K 0.26% -3,041 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,503 shares; 2025Q4: 97 shares; 2026Q1: 234 shares; 2026Q2: 296 shares 296 $342K 0.25% +62 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,298 shares; 2025Q3: 2,544 shares; 2025Q4: 574 shares; 2026Q1: 1,770 shares; 2026Q2: 2,949 shares 2,949 $334K 0.25% +1,179 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: 3,336 shares; 2024Q4: 3,967 shares; 2025Q1: 6,293 shares; 2025Q2: 6,661 shares; 2025Q3: 6,688 shares; 2025Q4: 899 shares; 2026Q1: 912 shares; 2026Q2: 425 shares 425 $313K 0.23% -487 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,060 shares; 2026Q2: 1,042 shares 1,042 $303K 0.23% -18 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: 3,648 shares; 2024Q4: 6,032 shares; 2025Q1: not reported; 2025Q2: 15,328 shares; 2025Q3: 16,851 shares; 2025Q4: 1,867 shares; 2026Q1: 5,203 shares; 2026Q2: 3,481 shares 3,481 $288K 0.21% -1,722 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,652 shares; 2024Q4: 4,652 shares; 2025Q1: 4,652 shares; 2025Q2: 4,652 shares; 2025Q3: 4,652 shares; 2025Q4: 3,608 shares; 2026Q1: 4,448 shares; 2026Q2: 4,673 shares 4,673 $287K 0.21% +225 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: not reported; 2024Q4: 825 shares; 2025Q1: 874 shares; 2025Q2: 936 shares; 2025Q3: 1,070 shares; 2025Q4: not reported; 2026Q1: 368 shares; 2026Q2: 372 shares 372 $284K 0.21% +4 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,101 shares; 2024Q4: 3,236 shares; 2025Q1: 3,283 shares; 2025Q2: 3,318 shares; 2025Q3: 3,299 shares; 2025Q4: 2,404 shares; 2026Q1: 2,532 shares; 2026Q2: 2,607 shares 2,607 $281K 0.21% +75 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: 2,429 shares; 2025Q3: 2,779 shares; 2025Q4: 2,604 shares; 2026Q1: 2,604 shares; 2026Q2: 2,664 shares 2,664 $277K 0.21% +60 Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,031 shares; 2024Q4: 26,760 shares; 2025Q1: 59,025 shares; 2025Q2: 59,231 shares; 2025Q3: 59,064 shares; 2025Q4: 17,220 shares; 2026Q1: 17,742 shares; 2026Q2: 18,269 shares 18,269 $276K 0.21% +527 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,513 shares; 2024Q4: 1,572 shares; 2025Q1: 1,582 shares; 2025Q2: 1,590 shares; 2025Q3: 1,626 shares; 2025Q4: 7 shares; 2026Q1: 504 shares; 2026Q2: 2,184 shares 2,184 $271K 0.2% +1,680 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,481 shares 3,481 $271K 0.2% new Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,915 shares; 2024Q4: 4,955 shares; 2025Q1: 4,982 shares; 2025Q2: 5,548 shares; 2025Q3: 5,395 shares; 2025Q4: not reported; 2026Q1: 2,832 shares; 2026Q2: 3,007 shares 3,007 $269K 0.2% +175 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,299 shares; 2026Q2: 3,229 shares 3,229 $268K 0.2% +1,930 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,869 shares; 2024Q4: 18,816 shares; 2025Q1: 17,601 shares; 2025Q2: 9,332 shares; 2025Q3: 9,336 shares; 2025Q4: 7,731 shares; 2026Q1: 8,130 shares; 2026Q2: 6,337 shares 6,337 $263K 0.2% -1,793 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,365 shares; 2024Q4: 3,398 shares; 2025Q1: 3,011 shares; 2025Q2: 3,314 shares; 2025Q3: 4,958 shares; 2025Q4: 21,554 shares; 2026Q1: 218 shares; 2026Q2: 2,160 shares 2,160 $258K 0.19% +1,942 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,142 shares; 2026Q1: 4,175 shares; 2026Q2: 4,211 shares 4,211 $254K 0.19% +36 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: 408 shares; 2024Q4: 493 shares; 2025Q1: 691 shares; 2025Q2: 704 shares; 2025Q3: 626 shares; 2025Q4: not reported; 2026Q1: 582 shares; 2026Q2: 609 shares 609 $253K 0.19% +27 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,425 shares; 2026Q2: 1,425 shares 1,425 $247K 0.18% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 717 shares; 2026Q1: 1,297 shares; 2026Q2: 1,147 shares 1,147 $240K 0.18% -150 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: 4,930 shares; 2024Q4: 6,142 shares; 2025Q1: 7,246 shares; 2025Q2: 7,830 shares; 2025Q3: 8,716 shares; 2025Q4: 1,572 shares; 2026Q1: 2,135 shares; 2026Q2: 1,738 shares 1,738 $238K 0.18% -397 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,681 shares 2,681 $235K 0.17% new 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: 21,976 shares; 2024Q4: 3,420 shares; 2025Q1: 4,538 shares; 2025Q2: 10,180 shares; 2025Q3: 10,375 shares; 2025Q4: 897 shares; 2026Q1: 2,470 shares; 2026Q2: 1,945 shares 1,945 $228K 0.17% -525 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,007 shares; 2024Q4: 19,007 shares; 2025Q1: 19,979 shares; 2025Q2: 13,817 shares; 2025Q3: 13,835 shares; 2025Q4: 3,671 shares; 2026Q1: 3,688 shares; 2026Q2: 3,938 shares 3,938 $222K 0.17% +250 Timeline SCHD 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: 5,492 shares; 2024Q4: 14,824 shares; 2025Q1: 14,952 shares; 2025Q2: 13,930 shares; 2025Q3: 11,422 shares; 2025Q4: 7,071 shares; 2026Q1: 7,513 shares; 2026Q2: 6,920 shares 6,920 $219K 0.16% -593 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,417 shares 5,417 $217K 0.16% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 178 shares; 2026Q1: 344 shares; 2026Q2: 184 shares 184 $216K 0.16% -160 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,811 shares; 2025Q4: 2,224 shares; 2026Q1: 2,229 shares; 2026Q2: 2,241 shares 2,241 $216K 0.16% +12 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,868 shares 1,868 $206K 0.15% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,190 shares; 2025Q1: 4,720 shares; 2025Q2: 4,635 shares; 2025Q3: 4,626 shares; 2025Q4: 470 shares; 2026Q1: 2,246 shares; 2026Q2: 7,415 shares 7,415 $203K 0.15% +5,169 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,187 shares 2,187 $200K 0.15% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 188 shares 188 $200K 0.15% new Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,715 shares; 2026Q2: 9,822 shares 9,822 $200K 0.15% +107 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR 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: 1,632 shares; 2026Q2: 2,336 shares 2,336 $200K 0.15% +704 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,092 shares; 2024Q4: 35,294 shares; 2025Q1: 35,327 shares; 2025Q2: 38,140 shares; 2025Q3: 41,639 shares; 2025Q4: 2,923 shares; 2026Q1: 3,312 shares; 2026Q2: 1,741 shares 1,741 $192K 0.14% -1,571 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: 524 shares; 2024Q4: 733 shares; 2025Q1: 965 shares; 2025Q2: 1,076 shares; 2025Q3: 1,011 shares; 2025Q4: 35 shares; 2026Q1: 257 shares; 2026Q2: 373 shares 373 $192K 0.14% +116 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: 43,277 shares; 2024Q4: 63,621 shares; 2025Q1: 76,627 shares; 2025Q2: 78,665 shares; 2025Q3: 88,389 shares; 2025Q4: 5,032 shares; 2026Q1: 5,034 shares; 2026Q2: 5,682 shares 5,682 $189K 0.14% +648 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,150 shares; 2024Q4: 2,529 shares; 2025Q1: 3,072 shares; 2025Q2: 2,893 shares; 2025Q3: 2,823 shares; 2025Q4: 52 shares; 2026Q1: 1,408 shares; 2026Q2: 1,376 shares 1,376 $177K 0.13% -32 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: 515 shares; 2024Q4: 522 shares; 2025Q1: 611 shares; 2025Q2: 588 shares; 2025Q3: 598 shares; 2025Q4: not reported; 2026Q1: 193 shares; 2026Q2: 344 shares 344 $175K 0.13% +151 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,050 shares; 2024Q4: 1,086 shares; 2025Q1: 1,147 shares; 2025Q2: 871 shares; 2025Q3: 1,035 shares; 2025Q4: 708 shares; 2026Q1: 784 shares; 2026Q2: 780 shares 780 $175K 0.13% -4 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,124 shares; 2025Q1: 10,291 shares; 2025Q2: 10,336 shares; 2025Q3: 10,382 shares; 2025Q4: 8,573 shares; 2026Q1: 8,602 shares; 2026Q2: 8,693 shares 8,693 $171K 0.13% +91 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: 41,343 shares; 2024Q4: 51,433 shares; 2025Q1: 40,606 shares; 2025Q2: 41,199 shares; 2025Q3: 38,889 shares; 2025Q4: 2,361 shares; 2026Q1: 2,532 shares; 2026Q2: 1,714 shares 1,714 $166K 0.12% -818 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 806 shares; 2026Q2: 757 shares 757 $165K 0.12% -49 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,606 shares 1,606 $161K 0.12% new Timeline MYN BLACKROCK MUNIYIELD N Y QUAL More: the full row for BLACKROCK MUNIYIELD N Y QUAL 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: 15,665 shares; 2026Q2: 15,665 shares 15,665 $159K 0.12% 0 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 1,555 shares 1,555 $158K 0.12% new 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: 9,529 shares; 2024Q4: 9,817 shares; 2025Q1: 10,322 shares; 2025Q2: 5,447 shares; 2025Q3: 5,374 shares; 2025Q4: 227 shares; 2026Q1: 1,196 shares; 2026Q2: 1,027 shares 1,027 $151K 0.11% -169 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: 260 shares; 2025Q2: 309 shares; 2025Q3: 284 shares; 2025Q4: 29 shares; 2026Q1: 154 shares; 2026Q2: 156 shares 156 $150K 0.11% +2 Timeline COR CENCORA INC More: the full row for CENCORA 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: 455 shares; 2026Q1: 497 shares; 2026Q2: 506 shares 506 $143K 0.11% +9 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: 1,340 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,485 shares; 2025Q3: 1,590 shares; 2025Q4: 149 shares; 2026Q1: 122 shares; 2026Q2: 237 shares 237 $138K 0.1% +115 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH 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: 315 shares; 2026Q2: 310 shares 310 $134K 0.1% -5 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: 1,732 shares; 2024Q4: 2,027 shares; 2025Q1: 1,462 shares; 2025Q2: 4,075 shares; 2025Q3: 4,338 shares; 2025Q4: 919 shares; 2026Q1: 927 shares; 2026Q2: 360 shares 360 $133K 0.1% -567 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: not reported; 2025Q1: not reported; 2025Q2: 633 shares; 2025Q3: not reported; 2025Q4: 280 shares; 2026Q1: 523 shares; 2026Q2: 480 shares 480 $132K 0.1% -43 Timeline OKLO OKLO INC More: the full row for OKLO 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: 4,715 shares; 2025Q4: 1,985 shares; 2026Q1: 3,353 shares; 2026Q2: 2,517 shares 2,517 $132K 0.1% -836 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800,731 shares; 2024Q4: 887,494 shares; 2025Q1: 898,059 shares; 2025Q2: 983,584 shares; 2025Q3: 716,162 shares; 2025Q4: 41,524 shares; 2026Q1: 56,563 shares; 2026Q2: 12,228 shares 12,228 $128K 0.1% -44,335 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,605 shares; 2025Q1: 2,013 shares; 2025Q2: 3,636 shares; 2025Q3: 3,957 shares; 2025Q4: 123 shares; 2026Q1: 672 shares; 2026Q2: 856 shares 856 $125K 0.09% +184 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,609 shares; 2024Q4: 40,184 shares; 2025Q1: 39,418 shares; 2025Q2: 43,559 shares; 2025Q3: 46,327 shares; 2025Q4: 3,299 shares; 2026Q1: 3,723 shares; 2026Q2: 2,461 shares 2,461 $124K 0.09% -1,262 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,079 shares; 2025Q2: 1,005 shares; 2025Q3: 1,003 shares; 2025Q4: 33 shares; 2026Q1: 382 shares; 2026Q2: 453 shares 453 $123K 0.09% +71 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 758 shares; 2026Q2: 549 shares 549 $123K 0.09% -209 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,121 shares; 2025Q1: 2,844 shares; 2025Q2: 3,340 shares; 2025Q3: 3,096 shares; 2025Q4: 330 shares; 2026Q1: 394 shares; 2026Q2: 251 shares 251 $120K 0.09% -143 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,201 shares; 2026Q2: 730 shares 730 $118K 0.09% -2,471 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,893 shares; 2024Q4: 36,210 shares; 2025Q1: 35,531 shares; 2025Q2: 36,806 shares; 2025Q3: 35,290 shares; 2025Q4: 1,397 shares; 2026Q1: 2,347 shares; 2026Q2: 2,505 shares 2,505 $118K 0.09% +158 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 180 shares; 2026Q2: 161 shares 161 $116K 0.09% -19 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,112 shares 1,112 $115K 0.09% 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: 3,816 shares; 2024Q4: 3,796 shares; 2025Q1: 3,906 shares; 2025Q2: 2,107 shares; 2025Q3: 2,246 shares; 2025Q4: 36 shares; 2026Q1: 157 shares; 2026Q2: 222 shares 222 $111K 0.08% +65 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 reported; 2024Q4: 3,426 shares; 2025Q1: 4,159 shares; 2025Q2: 5,960 shares; 2025Q3: 5,528 shares; 2025Q4: 552 shares; 2026Q1: 1,414 shares; 2026Q2: 1,342 shares 1,342 $111K 0.08% -72 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 359 shares; 2025Q4: 24 shares; 2026Q1: 102 shares; 2026Q2: 117 shares 117 $109K 0.08% +15 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,320 shares; 2025Q3: 31,586 shares; 2025Q4: 1,542 shares; 2026Q1: 1,962 shares; 2026Q2: 901 shares 901 $107K 0.08% -1,061 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 reported; 2024Q4: 1,067 shares; 2025Q1: not reported; 2025Q2: 12,967 shares; 2025Q3: 12,951 shares; 2025Q4: 7,845 shares; 2026Q1: 4,039 shares; 2026Q2: 355 shares 355 $107K 0.08% -3,684 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW 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: 703 shares 703 $107K 0.08% new Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,848 shares; 2024Q4: 101,541 shares; 2025Q1: 79,271 shares; 2025Q2: 85,016 shares; 2025Q3: 92,748 shares; 2025Q4: 3,774 shares; 2026Q1: 4,654 shares; 2026Q2: 2,058 shares 2,058 $102K 0.08% -2,596 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 482 shares; 2026Q2: 1,383 shares 1,383 $96.9K 0.07% +901 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 708 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 408 shares; 2026Q2: 297 shares 297 $80.2K 0.06% -111 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,154 shares; 2025Q2: 6,596 shares; 2025Q3: 6,222 shares; 2025Q4: 1,024 shares; 2026Q1: 1,977 shares; 2026Q2: 1,877 shares 1,877 $79.5K 0.06% -100 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: 3,793 shares; 2024Q4: 6,594 shares; 2025Q1: 5,515 shares; 2025Q2: 13,229 shares; 2025Q3: 12,331 shares; 2025Q4: 1,136 shares; 2026Q1: 1,265 shares; 2026Q2: 1,107 shares 1,107 $78.9K 0.06% -158 Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,726 shares; 2026Q1: 1,730 shares; 2026Q2: 1,271 shares 1,271 $77.3K 0.06% -459 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS 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: 444 shares 444 $75.4K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 686 shares; 2025Q3: 700 shares; 2025Q4: not reported; 2026Q1: 81 shares; 2026Q2: 210 shares 210 $74.4K 0.06% +129 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: 2,526 shares; 2024Q4: 3,496 shares; 2025Q1: 5,287 shares; 2025Q2: 5,585 shares; 2025Q3: 5,697 shares; 2025Q4: 160 shares; 2026Q1: 220 shares; 2026Q2: 99 shares 99 $74K 0.05% -121 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 990 shares; 2025Q4: 923 shares; 2026Q1: 1,022 shares; 2026Q2: 193 shares 193 $72.2K 0.05% -829 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,849 shares; 2024Q4: 3,132 shares; 2025Q1: 3,854 shares; 2025Q2: 12,396 shares; 2025Q3: 17,258 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 527 shares 527 $69.4K 0.05% new Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,224 shares; 2025Q2: 10,276 shares; 2025Q3: 10,813 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 250 shares 250 $69K 0.05% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 747 shares 747 $68.1K 0.05% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,534 shares; 2026Q1: 2,375 shares; 2026Q2: 825 shares 825 $62.5K 0.05% -1,550 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,043 shares; 2024Q4: 5,598 shares; 2025Q1: 5,719 shares; 2025Q2: 6,986 shares; 2025Q3: 7,251 shares; 2025Q4: 447 shares; 2026Q1: 455 shares; 2026Q2: 392 shares 392 $62.3K 0.05% -63 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: 3,327 shares; 2024Q4: 3,020 shares; 2025Q1: 3,088 shares; 2025Q2: 3,105 shares; 2025Q3: 2,988 shares; 2025Q4: not reported; 2026Q1: 481 shares; 2026Q2: 650 shares 650 $59.6K 0.04% +169 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 126 shares; 2026Q2: 144 shares 144 $57.3K 0.04% +18 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,146 shares; 2025Q1: 4,855 shares; 2025Q2: 5,009 shares; 2025Q3: 5,049 shares; 2025Q4: 156 shares; 2026Q1: 799 shares; 2026Q2: 773 shares 773 $55.8K 0.04% -26 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,033 shares; 2024Q4: 1,050 shares; 2025Q1: 1,913 shares; 2025Q2: 2,942 shares; 2025Q3: 5,023 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 180 shares 180 $53.7K 0.04% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,634 shares; 2024Q4: 2,641 shares; 2025Q1: 2,748 shares; 2025Q2: 3,066 shares; 2025Q3: 2,753 shares; 2025Q4: not reported; 2026Q1: 203 shares; 2026Q2: 365 shares 365 $52.2K 0.04% +162 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,022 shares; 2024Q4: 1,047 shares; 2025Q1: 1,088 shares; 2025Q2: 1,116 shares; 2025Q3: 1,388 shares; 2025Q4: 837 shares; 2026Q1: 896 shares; 2026Q2: 216 shares 216 $51.2K 0.04% -680 Timeline VCR 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: 786 shares; 2024Q4: 1,399 shares; 2025Q1: 616 shares; 2025Q2: 3,207 shares; 2025Q3: 4,174 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 128 shares 128 $50.9K 0.04% new Timeline NOBL 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: 2,417 shares; 2025Q1: 6,069 shares; 2025Q2: 6,770 shares; 2025Q3: 6,287 shares; 2025Q4: not reported; 2026Q1: 451 shares; 2026Q2: 902 shares 902 $50.7K 0.04% +451 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,846 shares; 2024Q4: 4,066 shares; 2025Q1: 2,167 shares; 2025Q2: 5,137 shares; 2025Q3: 7,416 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 273 shares 273 $50.2K 0.04% new Timeline VIS 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: 1,101 shares; 2024Q4: 1,126 shares; 2025Q1: 1,402 shares; 2025Q2: 2,218 shares; 2025Q3: 3,646 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 138 shares 138 $49.8K 0.04% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,791 shares; 2024Q4: 3,973 shares; 2025Q1: 4,639 shares; 2025Q2: 4,606 shares; 2025Q3: 4,460 shares; 2025Q4: 206 shares; 2026Q1: 391 shares; 2026Q2: 436 shares 436 $49.8K 0.04% +45 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: 3,403 shares; 2024Q4: 3,823 shares; 2025Q1: 4,069 shares; 2025Q2: 4,496 shares; 2025Q3: 4,335 shares; 2025Q4: 92 shares; 2026Q1: 361 shares; 2026Q2: 471 shares 471 $45.3K 0.03% +110 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R 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: 9,866 shares; 2025Q4: not reported; 2026Q1: 34 shares; 2026Q2: 640 shares 640 $45.1K 0.03% +606 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 44 shares; 2025Q1: 45 shares; 2025Q2: 71 shares; 2025Q3: 62 shares; 2025Q4: not reported; 2026Q1: 7 shares; 2026Q2: 234 shares 234 $41.7K 0.03% +227 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,109 shares; 2024Q4: 1,931 shares; 2025Q1: 1,913 shares; 2025Q2: 1,929 shares; 2025Q3: 2,196 shares; 2025Q4: not reported; 2026Q1: 2 shares; 2026Q2: 79 shares 79 $34.6K 0.03% +77 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 110 shares 110 $33.2K 0.02% new 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: 1,396 shares; 2024Q4: 1,578 shares; 2025Q1: 1,715 shares; 2025Q2: 1,675 shares; 2025Q3: 1,679 shares; 2025Q4: 225 shares; 2026Q1: 240 shares; 2026Q2: 96 shares 96 $32.5K 0.02% -144 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 232 shares 232 $32.4K 0.02% new 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: 19,279 shares; 2024Q4: 19,526 shares; 2025Q1: 20,448 shares; 2025Q2: 21,424 shares; 2025Q3: 21,078 shares; 2025Q4: 214 shares; 2026Q1: 937 shares; 2026Q2: 1,249 shares 1,249 $30.1K 0.02% +312 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: 3,246 shares; 2024Q4: 4,098 shares; 2025Q1: 5,604 shares; 2025Q2: 5,354 shares; 2025Q3: 5,465 shares; 2025Q4: 697 shares; 2026Q1: 2,714 shares; 2026Q2: 562 shares 562 $29.8K 0.02% -2,152 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: not reported; 2024Q4: 2,046 shares; 2025Q1: 2,068 shares; 2025Q2: 2,547 shares; 2025Q3: 2,482 shares; 2025Q4: 278 shares; 2026Q1: 381 shares; 2026Q2: 233 shares 233 $29.5K 0.02% -148 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,488 shares; 2025Q2: 10,497 shares; 2025Q3: 12,173 shares; 2025Q4: 2,029 shares; 2026Q1: 2,216 shares; 2026Q2: 1,308 shares 1,308 $27.1K 0.02% -908 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37 shares; 2026Q1: 243 shares; 2026Q2: 227 shares 227 $26.1K 0.02% -16 Timeline ENGN ENGENE HOLDINGS INC More: the full row for ENGENE HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,000 shares 15,000 $25.9K 0.02% new 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 reported; 2024Q4: 1,339 shares; 2025Q1: 1,702 shares; 2025Q2: 2,826 shares; 2025Q3: 4,678 shares; 2025Q4: not reported; 2026Q1: 17 shares; 2026Q2: 114 shares 114 $25.6K 0.02% +97 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,446 shares; 2025Q3: 13,133 shares; 2025Q4: 4,500 shares; 2026Q1: 5,350 shares; 2026Q2: 5,350 shares 5,350 $25.3K 0.02% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,729 shares; 2024Q4: 2,938 shares; 2025Q1: 3,792 shares; 2025Q2: 4,568 shares; 2025Q3: 3,691 shares; 2025Q4: 62 shares; 2026Q1: 168 shares; 2026Q2: 246 shares 246 $25.1K 0.02% +78 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,858 shares; 2025Q3: 1,803 shares; 2025Q4: 27 shares; 2026Q1: 172 shares; 2026Q2: 130 shares 130 $24.1K 0.02% -42 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: 4,810 shares; 2024Q4: 4,931 shares; 2025Q1: 5,025 shares; 2025Q2: 4,852 shares; 2025Q3: 4,918 shares; 2025Q4: 4 shares; 2026Q1: 91 shares; 2026Q2: 90 shares 90 $22.9K 0.02% -1 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,549 shares; 2025Q4: not reported; 2026Q1: 319 shares; 2026Q2: 122 shares 122 $18.3K 0.01% -197 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: 2,514 shares; 2024Q4: 2,574 shares; 2025Q1: 2,920 shares; 2025Q2: 2,782 shares; 2025Q3: 2,888 shares; 2025Q4: 18 shares; 2026Q1: 41 shares; 2026Q2: 117 shares 117 $18.3K 0.01% +76 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 922 shares; 2025Q1: 1,084 shares; 2025Q2: 1,088 shares; 2025Q3: 1,096 shares; 2025Q4: not reported; 2026Q1: 29 shares; 2026Q2: 39 shares 39 $15.5K 0.01% +10 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: 814 shares; 2025Q2: 805 shares; 2025Q3: 1,022 shares; 2025Q4: not reported; 2026Q1: 7 shares; 2026Q2: 45 shares 45 $14.9K 0.01% +38 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES 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: 84 shares 84 $14.2K 0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 470 shares; 2026Q2: 141 shares 141 $13.5K 0.01% -329 Timeline OZ BELPOINTE PREP LLC More: the full row for BELPOINTE PREP LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,211 shares; 2024Q4: 51,802 shares; 2025Q1: 59,601 shares; 2025Q2: 62,565 shares; 2025Q3: 62,366 shares; 2025Q4: 373 shares; 2026Q1: 373 shares; 2026Q2: 292 shares 292 $13.2K 0.01% -81 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 809 shares; 2025Q3: 911 shares; 2025Q4: 63 shares; 2026Q1: 103 shares; 2026Q2: 52 shares 52 $12.9K 0.01% -51 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: not reported; 2025Q1: 4,401 shares; 2025Q2: 4,519 shares; 2025Q3: 4,504 shares; 2025Q4: not reported; 2026Q1: 64 shares; 2026Q2: 102 shares 102 $12.9K 0.01% +38 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: 1,390 shares; 2024Q4: not reported; 2025Q1: 1,518 shares; 2025Q2: 1,526 shares; 2025Q3: 1,538 shares; 2025Q4: not reported; 2026Q1: 25 shares; 2026Q2: 50 shares 50 $12.8K 0.01% +25 Timeline SHY 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: 111 shares; 2026Q1: 91 shares; 2026Q2: 80 shares 80 $12.3K 0.01% -11 Timeline SCHF 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: 12,852 shares; 2024Q4: 25,832 shares; 2025Q1: 25,832 shares; 2025Q2: 25,871 shares; 2025Q3: 29,952 shares; 2025Q4: 628 shares; 2026Q1: 628 shares; 2026Q2: 422 shares 422 $11.7K 0.01% -206 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: 9,525 shares; 2024Q4: 16,426 shares; 2025Q1: 22,930 shares; 2025Q2: 13,807 shares; 2025Q3: 14,325 shares; 2025Q4: 425 shares; 2026Q1: 446 shares; 2026Q2: 216 shares 216 $11.6K 0.01% -230 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP 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: 3,716 shares; 2025Q4: not reported; 2026Q1: 206 shares; 2026Q2: 160 shares 160 $11.5K 0.01% -46 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 reported; 2024Q4: not reported; 2025Q1: 3,156 shares; 2025Q2: 3,127 shares; 2025Q3: 3,133 shares; 2025Q4: 20 shares; 2026Q1: not reported; 2026Q2: 241 shares 241 $10.9K 0.01% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,246 shares; 2024Q4: 3,049 shares; 2025Q1: 4,121 shares; 2025Q2: 10,025 shares; 2025Q3: 9,690 shares; 2025Q4: 142 shares; 2026Q1: 142 shares; 2026Q2: 57 shares 57 $10.9K 0.01% -85 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,231 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 44 shares 44 $10.1K 0.01% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,468 shares; 2025Q2: 2,085 shares; 2025Q3: 2,779 shares; 2025Q4: 295 shares; 2026Q1: 334 shares; 2026Q2: 54 shares 54 $9.79K 0.01% -280 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,227 shares; 2024Q4: 8,374 shares; 2025Q1: 7,802 shares; 2025Q2: 7,469 shares; 2025Q3: 6,182 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 151 shares 151 $9.18K 0.01% new Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 165 shares 165 $8.32K 0.01% new Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,698 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 65 shares 65 $8.32K 0.01% new 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: 16,063 shares; 2024Q4: 14,785 shares; 2025Q1: 14,663 shares; 2025Q2: 14,663 shares; 2025Q3: 14,439 shares; 2025Q4: 175 shares; 2026Q1: 175 shares; 2026Q2: 175 shares 175 $7.97K 0.01% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,625 shares; 2024Q4: 4,287 shares; 2025Q1: 4,513 shares; 2025Q2: 4,426 shares; 2025Q3: 4,400 shares; 2025Q4: 68 shares; 2026Q1: 49 shares; 2026Q2: 75 shares 75 $6.88K 0.01% +26 Timeline NUAG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 241 shares; 2026Q1: 207 shares; 2026Q2: 170 shares 170 $6.79K 0.01% -37 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: 1,332 shares; 2024Q4: 1,475 shares; 2025Q1: 3,426 shares; 2025Q2: 3,748 shares; 2025Q3: 4,975 shares; 2025Q4: 323 shares; 2026Q1: 337 shares; 2026Q2: 16 shares 16 $5.89K <0.01% -321 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 29,427 shares; 2025Q1: 24,774 shares; 2025Q2: 22,957 shares; 2025Q3: 22,638 shares; 2025Q4: 375 shares; 2026Q1: 329 shares; 2026Q2: 259 shares 259 $5.07K <0.01% -70 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: 13,287 shares; 2024Q4: 13,007 shares; 2025Q1: 12,843 shares; 2025Q2: 13,997 shares; 2025Q3: 14,008 shares; 2025Q4: 87 shares; 2026Q1: 88 shares; 2026Q2: 34 shares 34 $4.62K <0.01% -54 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,983 shares; 2024Q4: 8,699 shares; 2025Q1: 7,519 shares; 2025Q2: 7,466 shares; 2025Q3: 7,473 shares; 2025Q4: 115 shares; 2026Q1: 81 shares; 2026Q2: 82 shares 82 $4.56K <0.01% +1 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 43 shares 43 $4.27K <0.01% new Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,250 shares; 2024Q4: 4,601 shares; 2025Q1: 3,919 shares; 2025Q2: 3,432 shares; 2025Q3: 3,407 shares; 2025Q4: 53 shares; 2026Q1: 47 shares; 2026Q2: 35 shares 35 $4.1K <0.01% -12 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,340 shares; 2024Q4: 8,639 shares; 2025Q1: 7,190 shares; 2025Q2: 6,564 shares; 2025Q3: 6,546 shares; 2025Q4: 114 shares; 2026Q1: 71 shares; 2026Q2: 71 shares 71 $3.55K <0.01% 0 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,949 shares; 2025Q2: 2,669 shares; 2025Q3: 2,640 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10 shares 10 $3.55K <0.01% new Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: not reported; 2026Q1: 150 shares; 2026Q2: 150 shares 150 $3.2K <0.01% 0 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,220 shares; 2025Q3: 12,017 shares; 2025Q4: not reported; 2026Q1: 60 shares; 2026Q2: 173 shares 173 $2.91K <0.01% +113 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: 16,725 shares; 2024Q4: 16,360 shares; 2025Q1: 15,617 shares; 2025Q2: 15,778 shares; 2025Q3: 14,971 shares; 2025Q4: 141 shares; 2026Q1: 196 shares; 2026Q2: 46 shares 46 $2.66K <0.01% -150 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: 2,370 shares; 2024Q4: 3,340 shares; 2025Q1: not reported; 2025Q2: 871 shares; 2025Q3: 808 shares; 2025Q4: 58 shares; 2026Q1: 104 shares; 2026Q2: 4 shares 4 $2.62K <0.01% -100 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,844 shares; 2024Q4: 4,722 shares; 2025Q1: 4,292 shares; 2025Q2: 4,097 shares; 2025Q3: 4,042 shares; 2025Q4: 34 shares; 2026Q1: 31 shares; 2026Q2: 28 shares 28 $2.26K <0.01% -3 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30 shares 30 $2.22K <0.01% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 48 shares 48 $1.76K <0.01% new 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: 1,410 shares; 2024Q4: 1,689 shares; 2025Q1: 1,957 shares; 2025Q2: 1,927 shares; 2025Q3: 1,937 shares; 2025Q4: not reported; 2026Q1: 3 shares; 2026Q2: 7 shares 7 $1.54K <0.01% +4 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,142 shares; 2024Q4: 5,935 shares; 2025Q1: 5,261 shares; 2025Q2: 5,044 shares; 2025Q3: 5,099 shares; 2025Q4: 18 shares; 2026Q1: 18 shares; 2026Q2: 18 shares 18 $864 <0.01% 0 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,620 shares; 2024Q4: 34,235 shares; 2025Q1: 32,861 shares; 2025Q2: 34,855 shares; 2025Q3: 34,570 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19 shares 19 $616 <0.01% new Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,874 shares; 2024Q4: 16,262 shares; 2025Q1: 16,262 shares; 2025Q2: 16,999 shares; 2025Q3: 17,017 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25 shares 25 $593 <0.01% new Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,969 shares; 2026Q1: 19,092 shares; 2026Q2: 32 shares 32 $405 <0.01% -19,060 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,616 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2 shares 2 $394 <0.01% new Timeline