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: 2,663 shares; 2024Q4: 54,863 shares; 2025Q1: 75,139 shares; 2025Q2: 104,200 shares; 2025Q3: 109,069 shares; 2025Q4: 108,350 shares; 2026Q1: 111,866 shares; 2026Q2: 111,146 shares 111,146 $81.8M 20.47% -720 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 489,943 shares; 2024Q4: 557,442 shares; 2025Q1: 596,390 shares; 2025Q2: 607,204 shares; 2025Q3: 631,037 shares; 2025Q4: 590,368 shares; 2026Q1: 616,475 shares; 2026Q2: 694,781 shares 694,781 $31.6M 7.9% +78,306 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 714,640 shares; 2026Q1: 734,586 shares; 2026Q2: 445,207 shares 445,207 $30.3M 7.57% -289,379 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: 355,465 shares; 2026Q1: 369,388 shares; 2026Q2: 393,622 shares 393,622 $29.8M 7.46% +24,234 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,459 shares; 2024Q4: 188,510 shares; 2025Q1: 364,132 shares; 2025Q2: 384,139 shares; 2025Q3: 403,533 shares; 2025Q4: 402,389 shares; 2026Q1: 412,612 shares; 2026Q2: 428,706 shares 428,706 $26.7M 6.67% +16,094 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: 32,500 shares; 2024Q4: 38,740 shares; 2025Q1: 40,984 shares; 2025Q2: 41,559 shares; 2025Q3: 44,997 shares; 2025Q4: 44,940 shares; 2026Q1: 46,679 shares; 2026Q2: 51,962 shares 51,962 $26M 6.5% +5,283 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 145,612 shares; 2025Q2: 152,503 shares; 2025Q3: 145,494 shares; 2025Q4: 144,523 shares; 2026Q1: 148,090 shares; 2026Q2: 174,591 shares 174,591 $23.3M 5.82% +26,501 Timeline GRID 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: 2,310 shares; 2024Q4: 2,960 shares; 2025Q1: 93,045 shares; 2025Q2: 96,428 shares; 2025Q3: 95,770 shares; 2025Q4: 94,914 shares; 2026Q1: 98,939 shares; 2026Q2: 116,384 shares 116,384 $22.3M 5.58% +17,445 Timeline MLPX 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: 171,868 shares; 2025Q2: 181,914 shares; 2025Q3: 200,391 shares; 2025Q4: 212,774 shares; 2026Q1: 224,919 shares; 2026Q2: 293,435 shares 293,435 $21.6M 5.4% +68,516 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,224 shares; 2024Q4: 86,267 shares; 2025Q1: 88,423 shares; 2025Q2: 87,141 shares; 2025Q3: 84,777 shares; 2025Q4: 83,675 shares; 2026Q1: 85,436 shares; 2026Q2: 117,602 shares 117,602 $20.8M 5.19% +32,166 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: 7,598 shares; 2024Q4: 11,160 shares; 2025Q1: 23,026 shares; 2025Q2: 25,991 shares; 2025Q3: 26,829 shares; 2025Q4: 26,589 shares; 2026Q1: 26,864 shares; 2026Q2: 361,823 shares 361,823 $18.3M 4.57% +334,959 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: 8,480 shares; 2024Q4: 9,213 shares; 2025Q1: 9,861 shares; 2025Q2: 9,623 shares; 2025Q3: 10,095 shares; 2025Q4: 10,852 shares; 2026Q1: 12,659 shares; 2026Q2: 14,114 shares 14,114 $10.6M 2.64% +1,455 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,591 shares; 2024Q4: 20,459 shares; 2025Q1: 30,340 shares; 2025Q2: 29,319 shares; 2025Q3: 32,373 shares; 2025Q4: 35,783 shares; 2026Q1: 58,414 shares; 2026Q2: 74,914 shares 74,914 $5.7M 1.43% +16,500 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: 8,801 shares; 2024Q4: 8,621 shares; 2025Q1: 9,712 shares; 2025Q2: 9,210 shares; 2025Q3: 9,238 shares; 2025Q4: 10,079 shares; 2026Q1: 12,208 shares; 2026Q2: 11,801 shares 11,801 $3.41M 0.85% -407 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,014 shares; 2024Q4: 14,636 shares; 2025Q1: 22,683 shares; 2025Q2: 34,634 shares; 2025Q3: 41,416 shares; 2025Q4: 44,130 shares; 2026Q1: 48,119 shares; 2026Q2: 60,247 shares 60,247 $3.05M 0.76% +12,128 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: 15,999 shares; 2024Q4: 15,057 shares; 2025Q1: 14,741 shares; 2025Q2: 14,537 shares; 2025Q3: 15,084 shares; 2025Q4: 15,137 shares; 2026Q1: 14,942 shares; 2026Q2: 15,043 shares 15,043 $3.01M 0.75% +101 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: 8,070 shares; 2024Q4: 8,158 shares; 2025Q1: 8,153 shares; 2025Q2: 7,927 shares; 2025Q3: 8,080 shares; 2025Q4: 8,491 shares; 2026Q1: 8,034 shares; 2026Q2: 7,748 shares 7,748 $1.85M 0.46% -286 Timeline QQQM 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: 7,009 shares; 2025Q2: 5,324 shares; 2025Q3: 5,844 shares; 2025Q4: 5,573 shares; 2026Q1: 5,573 shares; 2026Q2: 5,698 shares 5,698 $1.73M 0.43% +125 Timeline FTSL 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: 6,602 shares; 2024Q4: 17,665 shares; 2025Q1: 28,847 shares; 2025Q2: 31,003 shares; 2025Q3: 29,037 shares; 2025Q4: 39,200 shares; 2026Q1: 38,649 shares; 2026Q2: 38,433 shares 38,433 $1.72M 0.43% -216 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: 4,702 shares; 2024Q4: 4,667 shares; 2025Q1: 4,667 shares; 2025Q2: 4,680 shares; 2025Q3: 4,681 shares; 2025Q4: 4,399 shares; 2026Q1: 4,435 shares; 2026Q2: 4,453 shares 4,453 $1.58M 0.39% +18 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: 9,900 shares; 2024Q4: 16,405 shares; 2025Q1: 14,229 shares; 2025Q2: 13,949 shares; 2025Q3: 13,465 shares; 2025Q4: 11,482 shares; 2026Q1: 12,423 shares; 2026Q2: 15,871 shares 15,871 $1.57M 0.39% +3,448 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: 4,556 shares; 2024Q4: 3,928 shares; 2025Q1: 4,337 shares; 2025Q2: 3,971 shares; 2025Q3: 3,996 shares; 2025Q4: 4,108 shares; 2026Q1: 3,846 shares; 2026Q2: 3,679 shares 3,679 $1.55M 0.39% -167 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: 1,822 shares; 2024Q4: 1,926 shares; 2025Q1: 1,610 shares; 2025Q2: 1,879 shares; 2025Q3: 2,929 shares; 2025Q4: 3,283 shares; 2026Q1: 4,227 shares; 2026Q2: 4,121 shares 4,121 $1.46M 0.36% -106 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,325 shares; 2024Q4: 4,625 shares; 2025Q1: 5,930 shares; 2025Q2: 6,010 shares; 2025Q3: 6,146 shares; 2025Q4: 5,116 shares; 2026Q1: 5,163 shares; 2026Q2: 4,303 shares 4,303 $1.44M 0.36% -860 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,286 shares; 2025Q4: 4,486 shares; 2026Q1: 4,473 shares; 2026Q2: 4,478 shares 4,478 $1.26M 0.32% +5 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: 5,679 shares; 2024Q4: 6,767 shares; 2025Q1: 1,424 shares; 2025Q2: 1,535 shares; 2025Q3: 3,292 shares; 2025Q4: 3,885 shares; 2026Q1: 3,987 shares; 2026Q2: 3,978 shares 3,978 $1.2M 0.3% -9 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,030 shares; 2024Q4: 7,693 shares; 2025Q1: 7,898 shares; 2025Q2: 7,305 shares; 2025Q3: 8,778 shares; 2025Q4: 8,347 shares; 2026Q1: 9,248 shares; 2026Q2: 12,238 shares 12,238 $1.16M 0.29% +2,990 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,231 shares; 2024Q4: 5,273 shares; 2025Q1: 3,586 shares; 2025Q2: 3,455 shares; 2025Q3: 3,610 shares; 2025Q4: 3,776 shares; 2026Q1: 4,585 shares; 2026Q2: 4,343 shares 4,343 $1.1M 0.27% -242 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: 3,086 shares; 2024Q4: 3,223 shares; 2025Q1: 2,722 shares; 2025Q2: 2,614 shares; 2025Q3: 2,578 shares; 2025Q4: 2,746 shares; 2026Q1: 2,796 shares; 2026Q2: 2,841 shares 2,841 $1.06M 0.26% +45 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: 1,359 shares; 2024Q4: 1,754 shares; 2025Q1: 2,016 shares; 2025Q2: 2,242 shares; 2025Q3: 2,432 shares; 2025Q4: 2,435 shares; 2026Q1: 2,503 shares; 2026Q2: 8,283 shares 8,283 $1.03M 0.26% +5,780 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: 3,297 shares; 2024Q4: 3,509 shares; 2025Q1: 2,287 shares; 2025Q2: 2,278 shares; 2025Q3: 2,440 shares; 2025Q4: 2,695 shares; 2026Q1: 2,775 shares; 2026Q2: 2,602 shares 2,602 $930K 0.23% -173 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 716 shares; 2024Q4: 724 shares; 2025Q1: 716 shares; 2025Q2: 716 shares; 2025Q3: 716 shares; 2025Q4: 716 shares; 2026Q1: 920 shares; 2026Q2: 920 shares 920 $900K 0.23% 0 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: 2,431 shares; 2024Q4: 2,592 shares; 2025Q1: 2,454 shares; 2025Q2: 3,559 shares; 2025Q3: 2,483 shares; 2025Q4: 2,562 shares; 2026Q1: 2,632 shares; 2026Q2: 2,561 shares 2,561 $838K 0.21% -71 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: 139,903 shares; 2024Q4: 137,894 shares; 2025Q1: 149,156 shares; 2025Q2: 151,398 shares; 2025Q3: 154,687 shares; 2025Q4: 150,711 shares; 2026Q1: 143,842 shares; 2026Q2: 7,158 shares 7,158 $790K 0.2% -136,684 Timeline JMST 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: 12,926 shares; 2024Q4: 8,019 shares; 2025Q1: 15,349 shares; 2025Q2: 18,642 shares; 2025Q3: 19,483 shares; 2025Q4: 16,375 shares; 2026Q1: 14,329 shares; 2026Q2: 15,259 shares 15,259 $778K 0.19% +930 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: 1,760 shares; 2024Q4: 1,763 shares; 2025Q1: 1,755 shares; 2025Q2: 1,747 shares; 2025Q3: 1,915 shares; 2025Q4: 2,159 shares; 2026Q1: 1,821 shares; 2026Q2: 1,822 shares 1,822 $757K 0.19% +1 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: 651 shares; 2024Q4: 651 shares; 2025Q1: 651 shares; 2025Q2: 660 shares; 2025Q3: 661 shares; 2025Q4: 769 shares; 2026Q1: 730 shares; 2026Q2: 747 shares 747 $699K 0.17% +17 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: 661 shares; 2024Q4: 621 shares; 2025Q1: 577 shares; 2025Q2: 561 shares; 2025Q3: 561 shares; 2025Q4: 589 shares; 2026Q1: 589 shares; 2026Q2: 1,230 shares 1,230 $693K 0.17% +641 Timeline XISE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,699 shares; 2024Q4: 25,741 shares; 2025Q1: 25,163 shares; 2025Q2: 25,163 shares; 2025Q3: 25,166 shares; 2025Q4: 21,166 shares; 2026Q1: 21,166 shares; 2026Q2: 21,166 shares 21,166 $645K 0.16% 0 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: 2,837 shares; 2024Q4: 2,839 shares; 2025Q1: 2,842 shares; 2025Q2: 2,845 shares; 2025Q3: 2,948 shares; 2025Q4: 3,100 shares; 2026Q1: 3,312 shares; 2026Q2: 3,239 shares 3,239 $599K 0.15% -73 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: 4,338 shares; 2024Q4: 4,438 shares; 2025Q1: 3,461 shares; 2025Q2: 3,451 shares; 2025Q3: 3,481 shares; 2025Q4: 5,651 shares; 2026Q1: 6,266 shares; 2026Q2: 7,467 shares 7,467 $564K 0.14% +1,201 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR 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: 14,750 shares; 2025Q4: 19,211 shares; 2026Q1: 19,313 shares; 2026Q2: 18,853 shares 18,853 $553K 0.14% -460 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,453 shares 1,453 $535K 0.13% new Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,340 shares; 2025Q2: 5,340 shares; 2025Q3: 5,310 shares; 2025Q4: 5,350 shares; 2026Q1: 6,970 shares; 2026Q2: 7,421 shares 7,421 $494K 0.12% +451 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: 470 shares; 2024Q4: 470 shares; 2025Q1: 470 shares; 2025Q2: 470 shares; 2025Q3: 470 shares; 2025Q4: 2,395 shares; 2026Q1: 2,349 shares; 2026Q2: 4,971 shares 4,971 $494K 0.12% +2,622 Timeline FAAA FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,664 shares 9,664 $485K 0.12% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,783 shares; 2026Q1: 7,968 shares; 2026Q2: 5,255 shares 5,255 $435K 0.11% -2,713 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: 777 shares; 2024Q4: 700 shares; 2025Q1: 585 shares; 2025Q2: 634 shares; 2025Q3: 555 shares; 2025Q4: 591 shares; 2026Q1: 577 shares; 2026Q2: 581 shares 581 $434K 0.11% +4 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 337,825 shares; 2024Q4: 252,746 shares; 2025Q1: 7,438 shares; 2025Q2: 8,848 shares; 2025Q3: 10,895 shares; 2025Q4: 10,942 shares; 2026Q1: 9,892 shares; 2026Q2: 9,892 shares 9,892 $427K 0.11% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 511 shares; 2025Q4: 777 shares; 2026Q1: 810 shares; 2026Q2: 615 shares 615 $422K 0.11% -195 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,018 shares; 2024Q4: 16,817 shares; 2025Q1: 11,260 shares; 2025Q2: 10,524 shares; 2025Q3: 8,505 shares; 2025Q4: 8,464 shares; 2026Q1: 11,032 shares; 2026Q2: 10,449 shares 10,449 $420K 0.11% -583 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: 4,304 shares; 2024Q4: 4,058 shares; 2025Q1: 4,011 shares; 2025Q2: 4,015 shares; 2025Q3: 2,949 shares; 2025Q4: 3,158 shares; 2026Q1: 3,209 shares; 2026Q2: 3,368 shares 3,368 $396K 0.1% +159 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,095 shares; 2026Q2: 1,489 shares 1,489 $370K 0.09% +394 Timeline JMBS 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: 16,296 shares; 2024Q4: 15,274 shares; 2025Q1: 8,840 shares; 2025Q2: 7,991 shares; 2025Q3: 6,912 shares; 2025Q4: 6,199 shares; 2026Q1: 7,382 shares; 2026Q2: 7,996 shares 7,996 $360K 0.09% +614 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: 1,455 shares; 2024Q4: not reported; 2025Q1: 1,370 shares; 2025Q2: 1,370 shares; 2025Q3: 1,370 shares; 2025Q4: 1,413 shares; 2026Q1: 1,452 shares; 2026Q2: 1,400 shares 1,400 $356K 0.09% -52 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: 1,374 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 599 shares 599 $348K 0.09% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 726 shares 726 $347K 0.09% new 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: not reported; 2026Q2: 146 shares 146 $331K 0.08% new Timeline INBX INHIBRX BIOSCIENCES INC More: the full row for INHIBRX 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: 3,394 shares; 2026Q1: 3,394 shares; 2026Q2: 3,394 shares 3,394 $322K 0.08% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 843 shares; 2026Q2: 854 shares 854 $316K 0.08% +11 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: 1,507 shares; 2024Q4: 1,467 shares; 2025Q1: 1,467 shares; 2025Q2: 1,467 shares; 2025Q3: 1,467 shares; 2025Q4: 1,441 shares; 2026Q1: 1,441 shares; 2026Q2: 1,441 shares 1,441 $312K 0.08% 0 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,832 shares 14,832 $308K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 477 shares 477 $305K 0.08% new 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: 1,069 shares; 2024Q4: 1,044 shares; 2025Q1: 1,044 shares; 2025Q2: 1,049 shares; 2025Q3: 1,108 shares; 2025Q4: 1,108 shares; 2026Q1: 1,108 shares; 2026Q2: 1,097 shares 1,097 $296K 0.07% -11 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,018 shares; 2026Q1: 1,748 shares; 2026Q2: 1,812 shares 1,812 $287K 0.07% +64 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: 953 shares; 2026Q2: 1,220 shares 1,220 $277K 0.07% +267 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: 3,238 shares; 2025Q3: 3,240 shares; 2025Q4: 3,738 shares; 2026Q1: 3,243 shares; 2026Q2: 3,144 shares 3,144 $276K 0.07% -99 Timeline FXF INVESCO CURRENCYSHARES SWISS More: the full row for INVESCO CURRENCYSHARES SWISS 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: 2,500 shares; 2026Q2: 2,530 shares 2,530 $276K 0.07% +30 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 237 shares 237 $273K 0.07% new 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: 1,856 shares 1,856 $259K 0.06% new Timeline SCHX 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: 3,064 shares; 2024Q4: 8,772 shares; 2025Q1: not reported; 2025Q2: 8,772 shares; 2025Q3: 8,772 shares; 2025Q4: 8,772 shares; 2026Q1: 8,772 shares; 2026Q2: 8,772 shares 8,772 $258K 0.06% 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: 1,829 shares; 2024Q4: 1,404 shares; 2025Q1: 1,335 shares; 2025Q2: 1,322 shares; 2025Q3: 1,030 shares; 2025Q4: 1,056 shares; 2026Q1: 1,030 shares; 2026Q2: 970 shares 970 $244K 0.06% -60 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 864 shares; 2024Q4: 819 shares; 2025Q1: 824 shares; 2025Q2: 700 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 612 shares 612 $241K 0.06% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,041 shares; 2026Q1: 2,042 shares; 2026Q2: 2,045 shares 2,045 $232K 0.06% +3 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,731 shares; 2026Q1: 2,473 shares; 2026Q2: 2,329 shares 2,329 $225K 0.06% -144 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 341 shares 341 $224K 0.06% new Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS 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: 1,600 shares 1,600 $224K 0.06% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,358 shares; 2025Q4: 1,384 shares; 2026Q1: not reported; 2026Q2: 1,892 shares 1,892 $221K 0.06% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,567 shares; 2026Q1: not reported; 2026Q2: 1,150 shares 1,150 $219K 0.05% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,151 shares 2,151 $214K 0.05% new Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 571 shares 571 $212K 0.05% 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: 573 shares; 2024Q4: 646 shares; 2025Q1: 576 shares; 2025Q2: 587 shares; 2025Q3: 588 shares; 2025Q4: 610 shares; 2026Q1: 633 shares; 2026Q2: 585 shares 585 $206K 0.05% -48 Timeline LIN LINDE PLC More: the full row for LINDE 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: 390 shares 390 $203K 0.05% new Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,626 shares; 2024Q4: 34,626 shares; 2025Q1: 34,626 shares; 2025Q2: 27,963 shares; 2025Q3: 26,720 shares; 2025Q4: 23,543 shares; 2026Q1: 24,100 shares; 2026Q2: 24,655 shares 24,655 $123K 0.03% +555 Timeline NAUT NAUTILUS BIOTECHNOLOGY INC More: the full row for NAUTILUS BIOTECHNOLOGY 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: 34,664 shares; 2025Q3: 34,664 shares; 2025Q4: 34,664 shares; 2026Q1: 34,664 shares; 2026Q2: 34,664 shares 34,664 $64.8K 0.02% 0 Timeline EVGO EVGO INC More: the full row for EVGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 15,000 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 $19.1K <0.01% 0 Timeline