VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,204 shares; 2025Q4: 25,152 shares; 2026Q1: 279,667 shares; 2026Q2: 280,248 shares 280,248 $20M 12.05% +581 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,582 shares; 2025Q2: 24,987 shares; 2025Q3: 24,473 shares; 2025Q4: 25,626 shares; 2026Q1: 23,203 shares; 2026Q2: 23,018 shares 23,018 $17M 10.23% -185 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: 3,162 shares; 2026Q1: 65,550 shares; 2026Q2: 65,994 shares 65,994 $14M 8.47% +444 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,139 shares; 2024Q4: 49,676 shares; 2025Q1: 57,808 shares; 2025Q2: 58,748 shares; 2025Q3: 58,056 shares; 2025Q4: 58,518 shares; 2026Q1: 59,151 shares; 2026Q2: 58,894 shares 58,894 $8.61M 5.2% -257 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO 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: not reported; 2026Q1: 310,486 shares; 2026Q2: 317,941 shares 317,941 $8.43M 5.09% +7,455 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,492 shares; 2024Q4: 135,412 shares; 2025Q1: 178,316 shares; 2025Q2: 179,375 shares; 2025Q3: 187,728 shares; 2025Q4: 199,766 shares; 2026Q1: 245,693 shares; 2026Q2: 251,344 shares 251,344 $8.01M 4.83% +5,651 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 64,348 shares; 2025Q2: 65,211 shares; 2025Q3: 65,001 shares; 2025Q4: 64,777 shares; 2026Q1: 36,517 shares; 2026Q2: 36,555 shares 36,555 $7.97M 4.81% +38 Timeline EMXC 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: not reported; 2026Q1: 77,434 shares; 2026Q2: 77,483 shares 77,483 $7.93M 4.78% +49 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST 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: 148,168 shares; 2026Q2: 151,094 shares 151,094 $7.91M 4.77% +2,926 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,436 shares; 2026Q2: 44,951 shares 44,951 $7.45M 4.5% +515 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: 24,276 shares; 2024Q4: 25,129 shares; 2025Q1: 16,787 shares; 2025Q2: 16,789 shares; 2025Q3: 16,309 shares; 2025Q4: 16,547 shares; 2026Q1: 17,074 shares; 2026Q2: 17,178 shares 17,178 $6.33M 3.82% +104 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,991 shares; 2026Q2: 24,224 shares 24,224 $6.19M 3.74% -767 Timeline JPIB 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: not reported; 2026Q1: 116,594 shares; 2026Q2: 119,352 shares 119,352 $5.77M 3.48% +2,758 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 228,477 shares; 2026Q2: 233,476 shares 233,476 $5.76M 3.47% +4,999 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 532,954 shares; 2024Q4: 568,606 shares; 2025Q1: 675,449 shares; 2025Q2: 691,161 shares; 2025Q3: 799,290 shares; 2025Q4: 807,937 shares; 2026Q1: 854,471 shares; 2026Q2: 844,850 shares 844,850 $5.13M 3.09% -9,621 Timeline PICK 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: not reported; 2026Q1: 77,682 shares; 2026Q2: 79,141 shares 79,141 $4.6M 2.78% +1,459 Timeline REMX 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: 37,982 shares; 2026Q2: 38,389 shares 38,389 $3.4M 2.05% +407 Timeline XMMO 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: not reported; 2026Q1: 16,354 shares; 2026Q2: 16,381 shares 16,381 $2.79M 1.68% +27 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY 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: not reported; 2026Q1: 21,774 shares; 2026Q2: 21,939 shares 21,939 $2.74M 1.65% +165 Timeline NXH NEIGHBORHOOD INTELLIGENCE IN More: the full row for NEIGHBORHOOD INTELLIGENCE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 349,332 shares; 2024Q4: 401,095 shares; 2025Q1: 417,987 shares; 2025Q2: 419,149 shares; 2025Q3: 416,058 shares; 2025Q4: 417,346 shares; 2026Q1: 422,565 shares; 2026Q2: 421,102 shares 421,102 $2.44M 1.47% -1,463 Timeline XRP BITWISE XRP ETF More: the full row for BITWISE XRP ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 148,603 shares; 2026Q2: 153,726 shares 153,726 $1.79M 1.08% +5,123 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: 1,423 shares; 2024Q4: 1,443 shares; 2025Q1: 1,957 shares; 2025Q2: 1,959 shares; 2025Q3: 1,963 shares; 2025Q4: 1,966 shares; 2026Q1: 1,530 shares; 2026Q2: 1,514 shares 1,514 $1.04M 0.63% -16 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: 5,062 shares; 2024Q4: 5,062 shares; 2025Q1: 4,935 shares; 2025Q2: 4,870 shares; 2025Q3: 4,885 shares; 2025Q4: 6,810 shares; 2026Q1: 4,848 shares; 2026Q2: 4,828 shares 4,828 $966K 0.58% -20 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: 227,936 shares; 2024Q4: 219,158 shares; 2025Q1: 13,421 shares; 2025Q2: 12,853 shares; 2025Q3: 12,505 shares; 2025Q4: 12,510 shares; 2026Q1: 7,737 shares; 2026Q2: 7,323 shares 7,323 $857K 0.52% -414 Timeline FTSM 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: 14,977 shares; 2024Q4: 14,811 shares; 2025Q1: 14,811 shares; 2025Q2: 14,811 shares; 2025Q3: 14,811 shares; 2025Q4: 14,209 shares; 2026Q1: 14,209 shares; 2026Q2: 14,209 shares 14,209 $849K 0.51% 0 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: 12,785 shares; 2024Q4: 12,728 shares; 2025Q1: 2,969 shares; 2025Q2: 2,750 shares; 2025Q3: 2,850 shares; 2025Q4: 3,211 shares; 2026Q1: 3,008 shares; 2026Q2: 2,908 shares 2,908 $841K 0.51% -100 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: 4,829 shares; 2024Q4: 4,829 shares; 2025Q1: 4,536 shares; 2025Q2: 4,283 shares; 2025Q3: 4,293 shares; 2025Q4: 5,132 shares; 2026Q1: 2,928 shares; 2026Q2: 2,918 shares 2,918 $695K 0.42% -10 Timeline VSGX 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: 278,944 shares; 2024Q4: 276,644 shares; 2025Q1: 241,653 shares; 2025Q2: 243,425 shares; 2025Q3: 240,811 shares; 2025Q4: 238,673 shares; 2026Q1: 8,422 shares; 2026Q2: 8,422 shares 8,422 $693K 0.42% 0 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: 2,363 shares; 2024Q4: 2,376 shares; 2025Q1: 2,389 shares; 2025Q2: 2,412 shares; 2025Q3: 2,440 shares; 2025Q4: 2,459 shares; 2026Q1: 2,472 shares; 2026Q2: 2,484 shares 2,484 $676K 0.41% +12 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 376,961 shares; 2024Q4: 373,457 shares; 2025Q1: 334,233 shares; 2025Q2: 335,394 shares; 2025Q3: 313,503 shares; 2025Q4: 313,035 shares; 2026Q1: 10,476 shares; 2026Q2: 10,388 shares 10,388 $503K 0.3% -88 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 215,134 shares; 2024Q4: 214,675 shares; 2025Q1: 210,079 shares; 2025Q2: 210,651 shares; 2025Q3: 219,125 shares; 2025Q4: 219,927 shares; 2026Q1: 11,371 shares; 2026Q2: 11,411 shares 11,411 $460K 0.28% +40 Timeline XMAG TIDAL TRUST II More: the full row for TIDAL TRUST 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: 15,350 shares; 2025Q4: 34,566 shares; 2026Q1: 14,433 shares; 2026Q2: 14,433 shares 14,433 $376K 0.23% 0 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: 698 shares; 2024Q4: 698 shares; 2025Q1: 698 shares; 2025Q2: 698 shares; 2025Q3: 860 shares; 2025Q4: 860 shares; 2026Q1: 860 shares; 2026Q2: 698 shares 698 $349K 0.21% -162 Timeline VO 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: 20,612 shares; 2024Q4: 20,472 shares; 2025Q1: 13,000 shares; 2025Q2: 13,285 shares; 2025Q3: 13,232 shares; 2025Q4: 13,363 shares; 2026Q1: 1,053 shares; 2026Q2: 4,215 shares 4,215 $340K 0.2% +3,162 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 875 shares; 2026Q1: 875 shares; 2026Q2: 875 shares 875 $326K 0.2% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 368 shares; 2025Q3: 368 shares; 2025Q4: 735 shares; 2026Q1: 574 shares; 2026Q2: 574 shares 574 $323K 0.2% 0 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: 6,206 shares; 2024Q4: 6,182 shares; 2025Q1: 13,718 shares; 2025Q2: 14,081 shares; 2025Q3: 14,092 shares; 2025Q4: 14,167 shares; 2026Q1: 897 shares; 2026Q2: 898 shares 898 $272K 0.16% +1 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,088 shares; 2024Q4: 85,837 shares; 2025Q1: 56,930 shares; 2025Q2: 57,026 shares; 2025Q3: 58,962 shares; 2025Q4: 58,006 shares; 2026Q1: 3,712 shares; 2026Q2: 2,976 shares 2,976 $257K 0.16% -736 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 517 shares; 2025Q1: not reported; 2025Q2: 668 shares; 2025Q3: 668 shares; 2025Q4: 741 shares; 2026Q1: 606 shares; 2026Q2: 606 shares 606 $255K 0.15% 0 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: 102,267 shares; 2024Q4: 101,766 shares; 2025Q1: 65,644 shares; 2025Q2: 65,669 shares; 2025Q3: 67,699 shares; 2025Q4: 66,754 shares; 2026Q1: 3,423 shares; 2026Q2: 3,374 shares 3,374 $254K 0.15% -49 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 641 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 582 shares; 2025Q3: 641 shares; 2025Q4: 641 shares; 2026Q1: 590 shares; 2026Q2: 574 shares 574 $245K 0.15% -16 Timeline GLDM WORLD GOLD TR More: the full row for WORLD 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: 3,072 shares; 2025Q3: 3,072 shares; 2025Q4: 3,072 shares; 2026Q1: 3,072 shares; 2026Q2: 3,072 shares 3,072 $244K 0.15% 0 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,305 shares; 2024Q4: 166,390 shares; 2025Q1: not reported; 2025Q2: 6,031 shares; 2025Q3: 6,039 shares; 2025Q4: 6,048 shares; 2026Q1: not reported; 2026Q2: 4,570 shares 4,570 $225K 0.14% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 581 shares; 2026Q1: not reported; 2026Q2: 581 shares 581 $219K 0.13% new Timeline NXE NEXGEN ENERGY LTD More: the full row for NEXGEN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares; 2026Q2: 11,000 shares 11,000 $103K 0.06% 0 Timeline XRPI VOLATILITY SHS TR More: the full row for VOLATILITY SHS 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: 160,851 shares; 2025Q4: 174,132 shares; 2026Q1: 12,860 shares; 2026Q2: 12,493 shares 12,493 $71.7K 0.04% -367 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,850 shares; 2024Q4: 10,850 shares; 2025Q1: 10,850 shares; 2025Q2: 10,850 shares; 2025Q3: 10,850 shares; 2025Q4: 10,850 shares; 2026Q1: 10,850 shares; 2026Q2: 10,850 shares 10,850 $33.2K 0.02% 0 Timeline BED BATH & BEYOND INC BED BATH & BEYOND INC More: the full row for BED BATH & BEYOND 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: 41,161 shares; 2026Q1: 41,621 shares; 2026Q2: 41,526 shares 41,526 $17.4K 0.01% -95 URG UR-ENERGY INC More: the full row for UR-ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,800 shares; 2024Q4: 10,800 shares; 2025Q1: 10,800 shares; 2025Q2: 10,800 shares; 2025Q3: 10,800 shares; 2025Q4: 10,800 shares; 2026Q1: 10,800 shares; 2026Q2: 10,800 shares 10,800 $14.7K 0.01% 0 Timeline