SLG SL GREEN RLTY CORP More: the full row for SL GREEN RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 259,413 shares; 2024Q4: 230,080 shares; 2025Q1: 232,084 shares; 2025Q2: 215,902 shares; 2025Q3: 216,114 shares; 2025Q4: 258,671 shares; 2026Q1: 252,225 shares; 2026Q2: 243,802 shares 243,802 $12.6M 6.39% -8,423 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: 37,750 shares; 2024Q4: 37,542 shares; 2025Q1: 38,883 shares; 2025Q2: 39,199 shares; 2025Q3: 39,044 shares; 2025Q4: 38,561 shares; 2026Q1: 34,415 shares; 2026Q2: 32,765 shares 32,765 $11.6M 5.86% -1,650 Timeline VCLT 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: 69,239 shares; 2024Q4: 121,170 shares; 2025Q1: 183,550 shares; 2025Q2: 119,970 shares; 2025Q3: 120,944 shares; 2025Q4: 129,864 shares; 2026Q1: 126,645 shares; 2026Q2: 150,149 shares 150,149 $11.3M 5.72% +23,504 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: 4,064 shares; 2024Q4: 4,310 shares; 2025Q1: 7,400 shares; 2025Q2: 10,408 shares; 2025Q3: 10,965 shares; 2025Q4: 11,329 shares; 2026Q1: 12,601 shares; 2026Q2: 14,692 shares 14,692 $10.1M 5.11% +2,091 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,615 shares; 2024Q4: 10,290 shares; 2025Q1: 10,779 shares; 2025Q2: 11,765 shares; 2025Q3: 12,038 shares; 2025Q4: 11,495 shares; 2026Q1: 11,425 shares; 2026Q2: 12,594 shares 12,594 $9.27M 4.7% +1,169 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: 33,385 shares; 2024Q4: 46,817 shares; 2025Q1: 46,334 shares; 2025Q2: 42,449 shares; 2025Q3: 42,814 shares; 2025Q4: 42,777 shares; 2026Q1: 42,566 shares; 2026Q2: 41,428 shares 41,428 $8.97M 4.54% -1,138 Timeline VCIT 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: 38,462 shares; 2024Q4: 66,736 shares; 2025Q1: 93,933 shares; 2025Q2: 69,036 shares; 2025Q3: 72,558 shares; 2025Q4: 75,386 shares; 2026Q1: 72,869 shares; 2026Q2: 87,446 shares 87,446 $7.23M 3.66% +14,577 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: 28,120 shares; 2024Q4: 28,377 shares; 2025Q1: 28,015 shares; 2025Q2: 20,966 shares; 2025Q3: 21,029 shares; 2025Q4: 20,736 shares; 2026Q1: 19,991 shares; 2026Q2: 19,688 shares 19,688 $7.04M 3.56% -303 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: 53,161 shares; 2024Q4: 51,220 shares; 2025Q1: 52,314 shares; 2025Q2: 41,748 shares; 2025Q3: 40,420 shares; 2025Q4: 35,180 shares; 2026Q1: 35,143 shares; 2026Q2: 34,467 shares 34,467 $6.9M 3.49% -676 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: 26,267 shares; 2024Q4: 28,079 shares; 2025Q1: 27,980 shares; 2025Q2: 26,936 shares; 2025Q3: 27,410 shares; 2025Q4: 26,391 shares; 2026Q1: 25,912 shares; 2026Q2: 26,326 shares 26,326 $5.74M 2.91% +414 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: 54,524 shares; 2024Q4: 54,476 shares; 2025Q1: 53,099 shares; 2025Q2: 19,848 shares; 2025Q3: 19,045 shares; 2025Q4: 18,154 shares; 2026Q1: 18,118 shares; 2026Q2: 17,467 shares 17,467 $5.05M 2.56% -651 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: 22,105 shares; 2024Q4: 23,717 shares; 2025Q1: 23,432 shares; 2025Q2: 22,319 shares; 2025Q3: 22,265 shares; 2025Q4: 22,395 shares; 2026Q1: 20,858 shares; 2026Q2: 20,830 shares 20,830 $4.93M 2.5% -28 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,846 shares; 2024Q4: 27,234 shares; 2025Q1: 33,629 shares; 2025Q2: 34,120 shares; 2025Q3: 36,767 shares; 2025Q4: 37,633 shares; 2026Q1: 37,922 shares; 2026Q2: 46,859 shares 46,859 $4.61M 2.33% +8,937 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: not reported; 2025Q1: 5,742 shares; 2025Q2: 8,318 shares; 2025Q3: 12,039 shares; 2025Q4: 13,842 shares; 2026Q1: 17,960 shares; 2026Q2: 25,846 shares 25,846 $4.08M 2.07% +7,886 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: 8,200 shares; 2024Q4: 8,745 shares; 2025Q1: 9,201 shares; 2025Q2: 8,281 shares; 2025Q3: 8,230 shares; 2025Q4: 8,141 shares; 2026Q1: 8,024 shares; 2026Q2: 47,090 shares 47,090 $4.06M 2.05% +39,066 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: 7,737 shares; 2024Q4: 10,993 shares; 2025Q1: 23,457 shares; 2025Q2: 20,755 shares; 2025Q3: 18,292 shares; 2025Q4: 21,153 shares; 2026Q1: 18,650 shares; 2026Q2: 23,956 shares 23,956 $3.8M 1.93% +5,306 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: 34,504 shares; 2024Q4: 37,049 shares; 2025Q1: 37,353 shares; 2025Q2: 35,601 shares; 2025Q3: 35,088 shares; 2025Q4: 29,929 shares; 2026Q1: 32,169 shares; 2026Q2: 31,064 shares 31,064 $3.62M 1.84% -1,105 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: 28,878 shares; 2024Q4: 29,336 shares; 2025Q1: 28,631 shares; 2025Q2: 14,046 shares; 2025Q3: 13,930 shares; 2025Q4: 14,202 shares; 2026Q1: 13,850 shares; 2026Q2: 13,785 shares 13,785 $3.29M 1.66% -65 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: not reported; 2024Q4: not reported; 2025Q1: 11,070 shares; 2025Q2: 51,022 shares; 2025Q3: 56,929 shares; 2025Q4: 60,560 shares; 2026Q1: 71,837 shares; 2026Q2: 94,233 shares 94,233 $3.19M 1.62% +22,396 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217,167 shares; 2024Q4: 212,614 shares; 2025Q1: 209,148 shares; 2025Q2: 186,393 shares; 2025Q3: 183,522 shares; 2025Q4: 168,219 shares; 2026Q1: 165,169 shares; 2026Q2: 163,930 shares 163,930 $3.13M 1.59% -1,239 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: 1,255 shares; 2025Q1: 2,750 shares; 2025Q2: not reported; 2025Q3: 876 shares; 2025Q4: 6,306 shares; 2026Q1: 16,201 shares; 2026Q2: 16,847 shares 16,847 $2.47M 1.25% +646 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: 6,395 shares; 2025Q2: 26,659 shares; 2025Q3: 27,275 shares; 2025Q4: 26,526 shares; 2026Q1: 26,692 shares; 2026Q2: 27,762 shares 27,762 $2.44M 1.24% +1,070 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: 7,474 shares; 2024Q4: 7,500 shares; 2025Q1: 7,501 shares; 2025Q2: 5,598 shares; 2025Q3: 5,652 shares; 2025Q4: 5,419 shares; 2026Q1: 5,619 shares; 2026Q2: 5,657 shares 5,657 $2.38M 1.21% +38 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: 28,650 shares; 2024Q4: 25,834 shares; 2025Q1: 21,499 shares; 2025Q2: 18,131 shares; 2025Q3: 17,794 shares; 2025Q4: 17,385 shares; 2026Q1: 16,775 shares; 2026Q2: 16,619 shares 16,619 $2.27M 1.15% -156 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,838 shares; 2024Q4: 18,105 shares; 2025Q1: 18,876 shares; 2025Q2: 15,186 shares; 2025Q3: 15,358 shares; 2025Q4: 15,788 shares; 2026Q1: 18,965 shares; 2026Q2: 40,780 shares 40,780 $2.06M 1.04% +21,815 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,434 shares; 2024Q4: 106,294 shares; 2025Q1: 108,328 shares; 2025Q2: 100,720 shares; 2025Q3: 100,270 shares; 2025Q4: 98,670 shares; 2026Q1: 70,214 shares; 2026Q2: 45,991 shares 45,991 $1.81M 0.92% -24,223 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: 14,074 shares; 2024Q4: 57,733 shares; 2025Q1: 74,621 shares; 2025Q2: 71,575 shares; 2025Q3: 70,605 shares; 2025Q4: 40,249 shares; 2026Q1: 45,206 shares; 2026Q2: 56,922 shares 56,922 $1.81M 0.91% +11,716 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: 9,395 shares; 2024Q4: 9,486 shares; 2025Q1: 9,222 shares; 2025Q2: 4,296 shares; 2025Q3: 4,460 shares; 2025Q4: 4,208 shares; 2026Q1: 4,447 shares; 2026Q2: 4,711 shares 4,711 $1.76M 0.89% +264 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: 21,916 shares; 2026Q1: 21,514 shares; 2026Q2: 27,225 shares 27,225 $1.64M 0.83% +5,711 Timeline FHLC 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: 7,152 shares; 2024Q4: 25,057 shares; 2025Q1: 31,851 shares; 2025Q2: 20,654 shares; 2025Q3: 19,279 shares; 2025Q4: 21,983 shares; 2026Q1: 19,057 shares; 2026Q2: 18,767 shares 18,767 $1.45M 0.73% -290 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,430 shares; 2025Q2: 5,268 shares; 2025Q3: 11,414 shares; 2025Q4: 13,863 shares; 2026Q1: 17,202 shares; 2026Q2: 17,170 shares 17,170 $1.35M 0.68% -32 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: 1,428 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,286 shares; 2026Q1: 1,461 shares; 2026Q2: 2,142 shares 2,142 $1.24M 0.63% +681 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,566 shares; 2024Q4: 1,741 shares; 2025Q1: 1,802 shares; 2025Q2: 1,571 shares; 2025Q3: 1,271 shares; 2025Q4: 1,356 shares; 2026Q1: 1,385 shares; 2026Q2: 1,033 shares 1,033 $1.24M 0.63% -352 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: 1,976 shares; 2024Q4: 2,216 shares; 2025Q1: 2,114 shares; 2025Q2: 1,517 shares; 2025Q3: 1,519 shares; 2025Q4: 1,592 shares; 2026Q1: 1,545 shares; 2026Q2: 1,590 shares 1,590 $1.21M 0.61% +45 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: not reported; 2025Q1: 980 shares; 2025Q2: 1,105 shares; 2025Q3: 1,475 shares; 2025Q4: 1,415 shares; 2026Q1: 1,477 shares; 2026Q2: 3,748 shares 3,748 $1.14M 0.58% +2,271 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,945 shares; 2025Q2: 7,953 shares; 2025Q3: 31,316 shares; 2025Q4: 33,980 shares; 2026Q1: 34,403 shares; 2026Q2: 33,560 shares 33,560 $1.12M 0.57% -843 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: 1,203 shares; 2025Q3: 1,601 shares; 2025Q4: 1,919 shares; 2026Q1: 2,034 shares; 2026Q2: 2,325 shares 2,325 $1.11M 0.56% +291 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: 2,195 shares; 2024Q4: 2,280 shares; 2025Q1: 2,877 shares; 2025Q2: 1,693 shares; 2025Q3: 1,683 shares; 2025Q4: 1,565 shares; 2026Q1: 1,481 shares; 2026Q2: 1,486 shares 1,486 $1.11M 0.56% +5 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: 7,683 shares; 2024Q4: 10,230 shares; 2025Q1: 8,326 shares; 2025Q2: 8,340 shares; 2025Q3: 8,681 shares; 2025Q4: 8,462 shares; 2026Q1: 7,962 shares; 2026Q2: 7,400 shares 7,400 $1.1M 0.56% -562 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,354 shares; 2024Q4: 5,946 shares; 2025Q1: 5,498 shares; 2025Q2: 6,035 shares; 2025Q3: 7,147 shares; 2025Q4: 7,004 shares; 2026Q1: 6,027 shares; 2026Q2: 6,053 shares 6,053 $1.08M 0.55% +26 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: 3,792 shares; 2024Q4: 5,856 shares; 2025Q1: 5,895 shares; 2025Q2: 4,086 shares; 2025Q3: 3,755 shares; 2025Q4: 4,297 shares; 2026Q1: 4,056 shares; 2026Q2: 1,900 shares 1,900 $1.07M 0.54% -2,156 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,274 shares; 2024Q4: 72,414 shares; 2025Q1: 70,376 shares; 2025Q2: 58,519 shares; 2025Q3: 58,662 shares; 2025Q4: 51,120 shares; 2026Q1: 50,947 shares; 2026Q2: 46,634 shares 46,634 $1.04M 0.53% -4,313 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: 3,042 shares; 2024Q4: 2,646 shares; 2025Q1: 3,178 shares; 2025Q2: 1,646 shares; 2025Q3: 2,074 shares; 2025Q4: 2,352 shares; 2026Q1: 2,491 shares; 2026Q2: 2,710 shares 2,710 $1.02M 0.52% +219 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: 4,729 shares; 2024Q4: 4,894 shares; 2025Q1: 5,385 shares; 2025Q2: 2,294 shares; 2025Q3: 2,619 shares; 2025Q4: 5,137 shares; 2026Q1: 4,927 shares; 2026Q2: 5,077 shares 5,077 $967K 0.49% +150 Timeline MUNY VANGUARD NY TAX FREE FDS More: the full row for VANGUARD NY TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,234 shares 9,234 $960K 0.49% new 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: 1,527 shares; 2025Q1: 3,646 shares; 2025Q2: 4,071 shares; 2025Q3: 3,831 shares; 2025Q4: 3,768 shares; 2026Q1: 3,208 shares; 2026Q2: 3,281 shares 3,281 $954K 0.48% +73 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: 3,934 shares; 2024Q4: 4,318 shares; 2025Q1: 4,318 shares; 2025Q2: 4,318 shares; 2025Q3: 4,363 shares; 2025Q4: 4,363 shares; 2026Q1: 4,789 shares; 2026Q2: 5,235 shares 5,235 $908K 0.46% +446 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: 3,615 shares; 2025Q4: 4,560 shares; 2026Q1: 7,593 shares; 2026Q2: 11,912 shares 11,912 $903K 0.46% +4,319 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: 54,227 shares; 2024Q4: 45,916 shares; 2025Q1: 31,114 shares; 2025Q2: 28,866 shares; 2025Q3: 27,759 shares; 2025Q4: 24,651 shares; 2026Q1: 22,330 shares; 2026Q2: 20,407 shares 20,407 $864K 0.44% -1,923 Timeline VBR 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: 1,116 shares; 2025Q4: 1,413 shares; 2026Q1: 2,035 shares; 2026Q2: 3,446 shares 3,446 $837K 0.42% +1,411 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,413 shares; 2026Q1: 2,324 shares; 2026Q2: 2,683 shares 2,683 $799K 0.4% +359 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: not reported; 2024Q4: not reported; 2025Q1: 460 shares; 2025Q2: 810 shares; 2025Q3: 809 shares; 2025Q4: 809 shares; 2026Q1: 810 shares; 2026Q2: 785 shares 785 $794K 0.4% -25 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: not reported; 2025Q2: not reported; 2025Q3: 2,605 shares; 2025Q4: 2,551 shares; 2026Q1: 2,697 shares; 2026Q2: 2,850 shares 2,850 $787K 0.4% +153 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: 2,572 shares; 2024Q4: 2,520 shares; 2025Q1: 3,195 shares; 2025Q2: 2,819 shares; 2025Q3: 2,719 shares; 2025Q4: 2,509 shares; 2026Q1: 2,239 shares; 2026Q2: 2,272 shares 2,272 $761K 0.39% +33 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,281 shares; 2025Q1: 12,093 shares; 2025Q2: 9,274 shares; 2025Q3: 10,223 shares; 2025Q4: 10,269 shares; 2026Q1: 10,665 shares; 2026Q2: 12,451 shares 12,451 $757K 0.38% +1,786 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196 shares; 2024Q4: 240 shares; 2025Q1: 340 shares; 2025Q2: 412 shares; 2025Q3: 435 shares; 2025Q4: 440 shares; 2026Q1: 445 shares; 2026Q2: 441 shares 441 $749K 0.38% -4 Timeline ARKG 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: 12,381 shares; 2024Q4: 12,381 shares; 2025Q1: 13,654 shares; 2025Q2: 13,314 shares; 2025Q3: 13,914 shares; 2025Q4: 16,554 shares; 2026Q1: 16,554 shares; 2026Q2: 16,485 shares 16,485 $693K 0.35% -69 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: 406 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 753 shares; 2025Q3: 4,660 shares; 2025Q4: 3,696 shares; 2026Q1: 1,879 shares; 2026Q2: 1,658 shares 1,658 $689K 0.35% -221 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,627 shares; 2026Q1: 5,379 shares; 2026Q2: 6,184 shares 6,184 $681K 0.35% +805 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,795 shares; 2024Q4: 7,924 shares; 2025Q1: 9,633 shares; 2025Q2: 12,128 shares; 2025Q3: 12,613 shares; 2025Q4: 12,925 shares; 2026Q1: 13,029 shares; 2026Q2: 13,057 shares 13,057 $643K 0.33% +28 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: 585 shares; 2024Q4: 631 shares; 2025Q1: 639 shares; 2025Q2: 300 shares; 2025Q3: 313 shares; 2025Q4: 3,385 shares; 2026Q1: 9,426 shares; 2026Q2: 8,991 shares 8,991 $642K 0.33% -435 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,887 shares; 2024Q4: 23,259 shares; 2025Q1: 22,869 shares; 2025Q2: 19,205 shares; 2025Q3: 19,249 shares; 2025Q4: 18,829 shares; 2026Q1: 18,862 shares; 2026Q2: 18,973 shares 18,973 $607K 0.31% +111 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,902 shares; 2024Q4: 50,609 shares; 2025Q1: 47,420 shares; 2025Q2: 34,230 shares; 2025Q3: 32,171 shares; 2025Q4: 27,501 shares; 2026Q1: 19,863 shares; 2026Q2: 19,529 shares 19,529 $595K 0.3% -334 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: 8,006 shares; 2024Q4: 7,608 shares; 2025Q1: 6,809 shares; 2025Q2: 7,009 shares; 2025Q3: 7,009 shares; 2025Q4: 6,954 shares; 2026Q1: 7,344 shares; 2026Q2: 7,331 shares 7,331 $592K 0.3% -13 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: 9,906 shares; 2024Q4: 8,334 shares; 2025Q1: 10,174 shares; 2025Q2: 8,063 shares; 2025Q3: 7,878 shares; 2025Q4: 7,778 shares; 2026Q1: 7,722 shares; 2026Q2: 7,572 shares 7,572 $546K 0.28% -150 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: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,013 shares; 2026Q2: 5,373 shares 5,373 $546K 0.28% +360 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: 2,052 shares; 2024Q4: 1,870 shares; 2025Q1: 1,873 shares; 2025Q2: 1,498 shares; 2025Q3: 1,547 shares; 2025Q4: 1,524 shares; 2026Q1: 1,551 shares; 2026Q2: 1,652 shares 1,652 $541K 0.27% +101 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,995 shares; 2026Q1: 4,486 shares; 2026Q2: 5,461 shares 5,461 $502K 0.25% +975 Timeline VCSH 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: 41,967 shares; 2024Q4: 39,608 shares; 2025Q1: 9,714 shares; 2025Q2: 5,802 shares; 2025Q3: 5,980 shares; 2025Q4: 5,814 shares; 2026Q1: 5,626 shares; 2026Q2: 6,322 shares 6,322 $500K 0.25% +696 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: 1,697 shares; 2024Q4: 1,699 shares; 2025Q1: 1,802 shares; 2025Q2: 1,980 shares; 2025Q3: 1,983 shares; 2025Q4: 1,939 shares; 2026Q1: 1,941 shares; 2026Q2: 2,264 shares 2,264 $499K 0.25% +323 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: 485 shares; 2024Q4: 734 shares; 2025Q1: 787 shares; 2025Q2: 920 shares; 2025Q3: 1,203 shares; 2025Q4: 986 shares; 2026Q1: 903 shares; 2026Q2: 903 shares 903 $452K 0.23% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 938 shares; 2025Q3: 945 shares; 2025Q4: 873 shares; 2026Q1: 860 shares; 2026Q2: 579 shares 579 $434K 0.22% -281 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,550 shares; 2024Q4: 16,167 shares; 2025Q1: 16,041 shares; 2025Q2: 13,828 shares; 2025Q3: 13,446 shares; 2025Q4: 12,502 shares; 2026Q1: 12,508 shares; 2026Q2: 11,470 shares 11,470 $424K 0.21% -1,038 Timeline EMQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,445 shares; 2024Q4: 8,695 shares; 2025Q1: 10,240 shares; 2025Q2: 11,315 shares; 2025Q3: 13,080 shares; 2025Q4: 12,255 shares; 2026Q1: 13,247 shares; 2026Q2: 13,407 shares 13,407 $418K 0.21% +160 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,877 shares; 2024Q4: 50,340 shares; 2025Q1: 48,601 shares; 2025Q2: 46,439 shares; 2025Q3: 30,017 shares; 2025Q4: 26,924 shares; 2026Q1: 24,310 shares; 2026Q2: 22,541 shares 22,541 $403K 0.2% -1,769 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: 816 shares; 2024Q4: 809 shares; 2025Q1: 809 shares; 2025Q2: 754 shares; 2025Q3: 754 shares; 2025Q4: 774 shares; 2026Q1: 774 shares; 2026Q2: 3,126 shares 3,126 $388K 0.2% +2,352 Timeline PFFD 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: 56,445 shares; 2025Q1: 68,289 shares; 2025Q2: 56,135 shares; 2025Q3: 47,259 shares; 2025Q4: 30,855 shares; 2026Q1: 22,255 shares; 2026Q2: 20,255 shares 20,255 $379K 0.19% -2,000 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,813 shares; 2024Q4: 68,963 shares; 2025Q1: 61,503 shares; 2025Q2: 35,271 shares; 2025Q3: 18,128 shares; 2025Q4: 11,438 shares; 2026Q1: 9,782 shares; 2026Q2: 8,644 shares 8,644 $373K 0.19% -1,138 Timeline VBK 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: 1,595 shares; 2024Q4: 1,755 shares; 2025Q1: 1,755 shares; 2025Q2: 1,760 shares; 2025Q3: 996 shares; 2025Q4: 996 shares; 2026Q1: 996 shares; 2026Q2: 996 shares 996 $364K 0.18% 0 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER 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: 6,845 shares; 2025Q4: 7,552 shares; 2026Q1: 7,537 shares; 2026Q2: 7,945 shares 7,945 $363K 0.18% +408 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,250 shares; 2026Q2: 3,250 shares 3,250 $350K 0.18% +1,000 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: 2,699 shares; 2024Q4: 3,174 shares; 2025Q1: 3,062 shares; 2025Q2: 3,680 shares; 2025Q3: 3,540 shares; 2025Q4: 3,517 shares; 2026Q1: 3,356 shares; 2026Q2: 3,612 shares 3,612 $349K 0.18% +256 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,662 shares; 2024Q4: 24,076 shares; 2025Q1: 22,185 shares; 2025Q2: 21,515 shares; 2025Q3: 10,793 shares; 2025Q4: 8,116 shares; 2026Q1: 7,409 shares; 2026Q2: 6,968 shares 6,968 $344K 0.17% -441 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM 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: 13,710 shares 13,710 $329K 0.17% new Timeline ARKQ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,900 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,295 shares 2,295 $303K 0.15% 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: 2,366 shares; 2024Q4: 3,000 shares; 2025Q1: 3,049 shares; 2025Q2: 3,145 shares; 2025Q3: 3,145 shares; 2025Q4: 3,145 shares; 2026Q1: 3,145 shares; 2026Q2: 3,145 shares 3,145 $301K 0.15% 0 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: 3,103 shares; 2024Q4: 3,255 shares; 2025Q1: 3,309 shares; 2025Q2: 1,061 shares; 2025Q3: 1,081 shares; 2025Q4: 976 shares; 2026Q1: 955 shares; 2026Q2: 971 shares 971 $294K 0.15% +16 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: 653 shares; 2024Q4: 614 shares; 2025Q1: 662 shares; 2025Q2: 697 shares; 2025Q3: 627 shares; 2025Q4: 673 shares; 2026Q1: 652 shares; 2026Q2: 808 shares 808 $285K 0.14% +156 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,135 shares; 2025Q3: 4,135 shares; 2025Q4: 4,475 shares; 2026Q1: 4,980 shares; 2026Q2: 5,298 shares 5,298 $283K 0.14% +318 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: 1,702 shares; 2024Q4: 2,667 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,843 shares 5,843 $280K 0.14% new Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,171 shares; 2026Q1: not reported; 2026Q2: 3,362 shares 3,362 $273K 0.14% new 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: 749 shares; 2024Q4: 818 shares; 2025Q1: 790 shares; 2025Q2: 828 shares; 2025Q3: 752 shares; 2025Q4: 307 shares; 2026Q1: 298 shares; 2026Q2: 283 shares 283 $265K 0.13% -15 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS 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: 389 shares; 2026Q2: 362 shares 362 $261K 0.13% -27 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: 18,902 shares; 2024Q4: 14,388 shares; 2025Q1: 8,953 shares; 2025Q2: 9,119 shares; 2025Q3: 8,126 shares; 2025Q4: not reported; 2026Q1: 7,206 shares; 2026Q2: 10,711 shares 10,711 $258K 0.13% +3,505 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR 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: 636 shares; 2026Q2: 636 shares 636 $256K 0.13% 0 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: 2,451 shares; 2024Q4: 2,451 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,606 shares; 2026Q2: 1,606 shares 1,606 $254K 0.13% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,471 shares 1,471 $251K 0.13% new Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 942 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 532 shares; 2025Q4: 517 shares; 2026Q1: not reported; 2026Q2: 2,842 shares 2,842 $250K 0.13% new 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: not reported; 2026Q2: 570 shares 570 $247K 0.13% new 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: 21,964 shares; 2024Q4: 18,562 shares; 2025Q1: 16,992 shares; 2025Q2: 13,398 shares; 2025Q3: 13,360 shares; 2025Q4: 12,268 shares; 2026Q1: 11,268 shares; 2026Q2: 11,465 shares 11,465 $237K 0.12% +197 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,134 shares; 2025Q3: 1,205 shares; 2025Q4: 1,179 shares; 2026Q1: 1,061 shares; 2026Q2: 960 shares 960 $235K 0.12% -101 Timeline RDVI 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: 8,578 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,966 shares 7,966 $234K 0.12% new Timeline QYLD 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: 21,561 shares; 2024Q4: 19,932 shares; 2025Q1: 20,508 shares; 2025Q2: 18,855 shares; 2025Q3: 15,266 shares; 2025Q4: 12,202 shares; 2026Q1: 12,161 shares; 2026Q2: 12,686 shares 12,686 $234K 0.12% +525 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: 197 shares 197 $227K 0.12% new Timeline CIBR 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: 2,917 shares; 2025Q3: 2,766 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,485 shares 2,485 $223K 0.11% 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: 209 shares 209 $223K 0.11% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 111 shares 111 $221K 0.11% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,823 shares; 2024Q4: 23,012 shares; 2025Q1: 23,662 shares; 2025Q2: 19,402 shares; 2025Q3: 13,540 shares; 2025Q4: 6,725 shares; 2026Q1: 6,575 shares; 2026Q2: 6,475 shares 6,475 $220K 0.11% -100 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: 1,259 shares 1,259 $214K 0.11% 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: 3,526 shares; 2024Q4: 3,026 shares; 2025Q1: 3,478 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,956 shares; 2026Q1: 1,877 shares; 2026Q2: 1,877 shares 1,877 $213K 0.11% 0 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: 1,267 shares; 2024Q4: 1,267 shares; 2025Q1: 1,269 shares; 2025Q2: 909 shares; 2025Q3: 933 shares; 2025Q4: 821 shares; 2026Q1: 775 shares; 2026Q2: 776 shares 776 $210K 0.11% +1 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: 1,298 shares; 2024Q4: 1,298 shares; 2025Q1: 1,088 shares; 2025Q2: 628 shares; 2025Q3: 632 shares; 2025Q4: 672 shares; 2026Q1: 679 shares; 2026Q2: 600 shares 600 $206K 0.1% -79 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: 2,252 shares; 2024Q4: 2,048 shares; 2025Q1: 1,471 shares; 2025Q2: 1,598 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,260 shares; 2026Q2: 1,231 shares 1,231 $204K 0.1% -29 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM 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: 1,510 shares; 2025Q4: 1,110 shares; 2026Q1: not reported; 2026Q2: 11,100 shares 11,100 $157K 0.08% new Timeline ACXP ACURX PHARMACEUTICALS INC More: the full row for ACURX PHARMACEUTICALS 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: 19,883 shares; 2025Q4: 19,833 shares; 2026Q1: 13,785 shares; 2026Q2: 13,785 shares 13,785 $21.4K 0.01% 0 Timeline