TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,256,481 shares; 2024Q4: 1,223,011 shares; 2025Q1: 1,164,001 shares; 2025Q2: 1,175,409 shares; 2025Q3: 1,177,647 shares; 2025Q4: 967,982 shares; 2026Q1: 1,016,725 shares; 2026Q2: 1,039,022 shares 1,039,022 $437M 53.92% +22,297 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: 336,388 shares; 2024Q4: 253,441 shares; 2025Q1: 221,780 shares; 2025Q2: 193,228 shares; 2025Q3: 185,524 shares; 2025Q4: 181,288 shares; 2026Q1: 175,566 shares; 2026Q2: 176,677 shares 176,677 $51.1M 6.31% +1,111 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: 214,144 shares; 2024Q4: 223,039 shares; 2025Q1: 209,220 shares; 2025Q2: 222,358 shares; 2025Q3: 222,764 shares; 2025Q4: 226,905 shares; 2026Q1: 222,270 shares; 2026Q2: 223,819 shares 223,819 $44.8M 5.53% +1,549 Timeline TSLL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 85,439 shares; 2025Q1: 1,197,704 shares; 2025Q2: 1,397,733 shares; 2025Q3: 1,419,078 shares; 2025Q4: 1,688,402 shares; 2026Q1: 2,387,379 shares; 2026Q2: 2,418,084 shares 2,418,084 $34.2M 4.22% +30,705 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 616,175 shares; 2025Q1: 639,141 shares; 2025Q2: 655,939 shares; 2025Q3: 674,710 shares; 2025Q4: 807,296 shares; 2026Q1: 850,614 shares; 2026Q2: 954,568 shares 954,568 $24.8M 3.06% +103,954 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: 24,722 shares; 2024Q4: 121,031 shares; 2025Q1: 131,940 shares; 2025Q2: 149,749 shares; 2025Q3: 148,488 shares; 2025Q4: 168,762 shares; 2026Q1: 172,279 shares; 2026Q2: 182,554 shares 182,554 $21.3M 2.63% +10,275 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: 59,306 shares; 2024Q4: 61,493 shares; 2025Q1: 94,091 shares; 2025Q2: 106,213 shares; 2025Q3: 108,755 shares; 2025Q4: 125,805 shares; 2026Q1: 128,591 shares; 2026Q2: 141,537 shares 141,537 $20.7M 2.55% +12,946 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 664,664 shares; 2025Q1: 705,607 shares; 2025Q2: 769,517 shares; 2025Q3: 777,720 shares; 2025Q4: 730,741 shares; 2026Q1: 747,550 shares; 2026Q2: 865,953 shares 865,953 $13M 1.61% +118,403 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: 13,784 shares; 2024Q4: 14,318 shares; 2025Q1: 14,719 shares; 2025Q2: 14,918 shares; 2025Q3: 40,494 shares; 2025Q4: 32,482 shares; 2026Q1: 32,651 shares; 2026Q2: 34,028 shares 34,028 $12.7M 1.57% +1,377 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: 202,397 shares; 2024Q4: 201,792 shares; 2025Q1: 224,247 shares; 2025Q2: 237,664 shares; 2025Q3: 239,415 shares; 2025Q4: 228,393 shares; 2026Q1: 228,676 shares; 2026Q2: 233,875 shares 233,875 $11.5M 1.42% +5,199 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: 39,837 shares; 2024Q4: 37,747 shares; 2025Q1: 36,697 shares; 2025Q2: 36,607 shares; 2025Q3: 37,695 shares; 2025Q4: 35,876 shares; 2026Q1: 35,804 shares; 2026Q2: 36,144 shares 36,144 $8.61M 1.06% +340 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: 34,399 shares; 2024Q4: 34,579 shares; 2025Q1: 34,533 shares; 2025Q2: 34,854 shares; 2025Q3: 35,066 shares; 2025Q4: 34,891 shares; 2026Q1: 34,495 shares; 2026Q2: 34,603 shares 34,603 $8.19M 1.01% +108 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: 17,430 shares; 2025Q1: 17,430 shares; 2025Q2: 16,930 shares; 2025Q3: 16,930 shares; 2025Q4: 16,930 shares; 2026Q1: 16,430 shares; 2026Q2: 15,930 shares 15,930 $6.9M 0.85% -500 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,674 shares; 2024Q4: 64,081 shares; 2025Q1: 66,360 shares; 2025Q2: 67,630 shares; 2025Q3: 68,624 shares; 2025Q4: 70,627 shares; 2026Q1: 72,178 shares; 2026Q2: 72,666 shares 72,666 $6.32M 0.78% +488 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: 147,525 shares; 2024Q4: 136,312 shares; 2025Q1: 135,466 shares; 2025Q2: 135,449 shares; 2025Q3: 134,748 shares; 2025Q4: 134,430 shares; 2026Q1: 133,438 shares; 2026Q2: 131,538 shares 131,538 $5.99M 0.74% -1,900 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,100 shares; 2024Q4: 87,231 shares; 2025Q1: 92,139 shares; 2025Q2: 99,250 shares; 2025Q3: 107,713 shares; 2025Q4: 116,092 shares; 2026Q1: 116,813 shares; 2026Q2: 119,637 shares 119,637 $5.6M 0.69% +2,824 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: 11,102 shares; 2024Q4: 11,053 shares; 2025Q1: 10,988 shares; 2025Q2: 11,044 shares; 2025Q3: 11,044 shares; 2025Q4: 11,044 shares; 2026Q1: 10,890 shares; 2026Q2: 11,099 shares 11,099 $5.55M 0.69% +209 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: 6,575 shares; 2024Q4: 6,575 shares; 2025Q1: 6,548 shares; 2025Q2: 6,548 shares; 2025Q3: 6,441 shares; 2025Q4: 61,217 shares; 2026Q1: 60,577 shares; 2026Q2: 63,094 shares 63,094 $4.5M 0.56% +2,517 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,209 shares; 2024Q4: 35,993 shares; 2025Q1: 37,343 shares; 2025Q2: 37,163 shares; 2025Q3: 37,943 shares; 2025Q4: 42,772 shares; 2026Q1: 42,076 shares; 2026Q2: 41,975 shares 41,975 $4.2M 0.52% -101 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 314,827 shares; 2026Q1: 314,827 shares; 2026Q2: 314,827 shares 314,827 $3.74M 0.46% 0 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: 29,993 shares; 2024Q4: 35,048 shares; 2025Q1: 46,189 shares; 2025Q2: 49,919 shares; 2025Q3: 50,924 shares; 2025Q4: 51,129 shares; 2026Q1: 52,534 shares; 2026Q2: 54,077 shares 54,077 $3.32M 0.41% +1,543 Timeline QMAR 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: 83,995 shares; 2024Q4: 83,890 shares; 2025Q1: 82,065 shares; 2025Q2: 82,065 shares; 2025Q3: 81,715 shares; 2025Q4: 81,095 shares; 2026Q1: 80,095 shares; 2026Q2: 80,095 shares 80,095 $2.98M 0.37% 0 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: 7,596 shares; 2024Q4: 7,596 shares; 2025Q1: 7,286 shares; 2025Q2: 7,464 shares; 2025Q3: 7,464 shares; 2025Q4: 7,444 shares; 2026Q1: 7,185 shares; 2026Q2: 7,185 shares 7,185 $2.54M 0.31% 0 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,910 shares; 2025Q1: 13,282 shares; 2025Q2: 15,317 shares; 2025Q3: 16,025 shares; 2025Q4: 17,395 shares; 2026Q1: 18,629 shares; 2026Q2: 20,034 shares 20,034 $2.46M 0.3% +1,405 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206,439 shares; 2024Q4: 195,809 shares; 2025Q1: 192,237 shares; 2025Q2: 192,235 shares; 2025Q3: 191,091 shares; 2025Q4: 188,301 shares; 2026Q1: 187,658 shares; 2026Q2: 187,501 shares 187,501 $2.39M 0.3% -157 Timeline FMAY 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: 43,190 shares; 2024Q4: 43,190 shares; 2025Q1: 42,340 shares; 2025Q2: 42,045 shares; 2025Q3: 42,045 shares; 2025Q4: 41,845 shares; 2026Q1: 41,845 shares; 2026Q2: 41,485 shares 41,485 $2.33M 0.29% -360 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: 5,749 shares; 2024Q4: 11,089 shares; 2025Q1: 12,528 shares; 2025Q2: 13,158 shares; 2025Q3: 15,012 shares; 2025Q4: 30,538 shares; 2026Q1: 30,824 shares; 2026Q2: 31,002 shares 31,002 $2.28M 0.28% +178 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: 3,159 shares; 2024Q4: 3,633 shares; 2025Q1: 3,245 shares; 2025Q2: 3,262 shares; 2025Q3: 3,454 shares; 2025Q4: 5,018 shares; 2026Q1: 5,196 shares; 2026Q2: 5,171 shares 5,171 $1.78M 0.22% -25 Timeline SGOV 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: 17,417 shares 17,417 $1.75M 0.22% new Timeline FAUG 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: 30,585 shares; 2024Q4: 30,585 shares; 2025Q1: 30,585 shares; 2025Q2: 30,585 shares; 2025Q3: 30,585 shares; 2025Q4: 30,585 shares; 2026Q1: 30,585 shares; 2026Q2: 30,585 shares 30,585 $1.73M 0.21% 0 Timeline FMAR 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: 33,000 shares; 2024Q4: 33,000 shares; 2025Q1: 33,000 shares; 2025Q2: 33,000 shares; 2025Q3: 33,000 shares; 2025Q4: 33,000 shares; 2026Q1: 33,000 shares; 2026Q2: 33,000 shares 33,000 $1.72M 0.21% 0 Timeline FSEP 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: 31,696 shares; 2024Q4: 31,696 shares; 2025Q1: 31,082 shares; 2025Q2: 31,082 shares; 2025Q3: 31,082 shares; 2025Q4: 30,482 shares; 2026Q1: 30,482 shares; 2026Q2: 30,482 shares 30,482 $1.68M 0.21% 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: 6,000 shares; 2024Q4: 6,050 shares; 2025Q1: 6,050 shares; 2025Q2: 6,050 shares; 2025Q3: 6,050 shares; 2025Q4: 6,050 shares; 2026Q1: 6,050 shares; 2026Q2: 6,050 shares 6,050 $1.65M 0.2% 0 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: 4,150 shares; 2024Q4: 12,560 shares; 2025Q1: 21,705 shares; 2025Q2: 24,600 shares; 2025Q3: 26,651 shares; 2025Q4: 25,797 shares; 2026Q1: 26,827 shares; 2026Q2: 27,917 shares 27,917 $1.58M 0.19% +1,090 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: 5,794 shares; 2024Q4: 6,049 shares; 2025Q1: 6,155 shares; 2025Q2: 6,155 shares; 2025Q3: 6,155 shares; 2025Q4: 6,117 shares; 2026Q1: 6,117 shares; 2026Q2: 6,117 shares 6,117 $1.55M 0.19% 0 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: 21,975 shares; 2024Q4: 21,490 shares; 2025Q1: 20,077 shares; 2025Q2: 20,077 shares; 2025Q3: 20,077 shares; 2025Q4: 18,124 shares; 2026Q1: 18,124 shares; 2026Q2: 18,124 shares 18,124 $1.46M 0.18% 0 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,795 shares; 2024Q4: 30,235 shares; 2025Q1: 37,860 shares; 2025Q2: 37,860 shares; 2025Q3: 38,595 shares; 2025Q4: 39,095 shares; 2026Q1: 37,000 shares; 2026Q2: 37,000 shares 37,000 $1.43M 0.18% 0 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: 1,161 shares; 2024Q4: 1,361 shares; 2025Q1: 1,354 shares; 2025Q2: 1,464 shares; 2025Q3: 1,469 shares; 2025Q4: 1,439 shares; 2026Q1: 1,474 shares; 2026Q2: 1,512 shares 1,512 $1.41M 0.17% +38 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: 13,396 shares; 2024Q4: 16,326 shares; 2025Q1: 20,426 shares; 2025Q2: 20,674 shares; 2025Q3: 20,833 shares; 2025Q4: 21,351 shares; 2026Q1: 21,351 shares; 2026Q2: 22,119 shares 22,119 $1.38M 0.17% +768 Timeline CDL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,568 shares; 2024Q4: 17,718 shares; 2025Q1: 17,868 shares; 2025Q2: 18,098 shares; 2025Q3: 18,098 shares; 2025Q4: 18,100 shares; 2026Q1: 17,671 shares; 2026Q2: 17,674 shares 17,674 $1.37M 0.17% +3 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: 25,600 shares; 2024Q4: 26,275 shares; 2025Q1: 28,175 shares; 2025Q2: 28,075 shares; 2025Q3: 27,735 shares; 2025Q4: 27,715 shares; 2026Q1: 26,960 shares; 2026Q2: 26,815 shares 26,815 $1.36M 0.17% -145 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: 4,532 shares; 2024Q4: 4,602 shares; 2025Q1: 4,602 shares; 2025Q2: 4,562 shares; 2025Q3: 7,944 shares; 2025Q4: 7,944 shares; 2026Q1: 7,944 shares; 2026Q2: 7,944 shares 7,944 $1.32M 0.16% 0 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: 2,325 shares; 2024Q4: 2,215 shares; 2025Q1: 2,217 shares; 2025Q2: 2,222 shares; 2025Q3: 2,218 shares; 2025Q4: 2,179 shares; 2026Q1: 2,245 shares; 2026Q2: 3,643 shares 3,643 $1.3M 0.16% +1,398 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: 9,900 shares; 2024Q4: 14,200 shares; 2025Q1: 23,120 shares; 2025Q2: 23,120 shares; 2025Q3: 23,920 shares; 2025Q4: 24,320 shares; 2026Q1: 24,620 shares; 2026Q2: 24,920 shares 24,920 $1.26M 0.16% +300 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: 6,868 shares 6,868 $1.17M 0.14% new Timeline BSV 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: 3,423 shares; 2024Q4: 5,909 shares; 2025Q1: 6,581 shares; 2025Q2: 6,852 shares; 2025Q3: 7,254 shares; 2025Q4: 14,605 shares; 2026Q1: 14,739 shares; 2026Q2: 14,816 shares 14,816 $1.15M 0.14% +77 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: 4,960 shares; 2024Q4: 8,848 shares; 2025Q1: 9,904 shares; 2025Q2: 10,356 shares; 2025Q3: 11,104 shares; 2025Q4: 23,107 shares; 2026Q1: 23,326 shares; 2026Q2: 23,394 shares 23,394 $1.13M 0.14% +68 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,461 shares; 2024Q4: 19,791 shares; 2025Q1: 20,144 shares; 2025Q2: 20,460 shares; 2025Q3: 20,909 shares; 2025Q4: 21,016 shares; 2026Q1: 21,420 shares; 2026Q2: 21,362 shares 21,362 $1.12M 0.14% -58 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: 4,438 shares; 2024Q4: 7,906 shares; 2025Q1: 7,906 shares; 2025Q2: 7,866 shares; 2025Q3: 7,866 shares; 2025Q4: 7,832 shares; 2026Q1: 7,832 shares; 2026Q2: 7,767 shares 7,767 $1.06M 0.13% -65 Timeline DMAY 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: 24,215 shares; 2024Q4: 24,215 shares; 2025Q1: 22,580 shares; 2025Q2: 22,580 shares; 2025Q3: 22,580 shares; 2025Q4: 22,580 shares; 2026Q1: 22,105 shares; 2026Q2: 22,105 shares 22,105 $1.04M 0.13% 0 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: 14,104 shares; 2024Q4: 10,226 shares; 2025Q1: 8,836 shares; 2025Q2: not reported; 2025Q3: 8,036 shares; 2025Q4: 7,236 shares; 2026Q1: 7,236 shares; 2026Q2: 7,236 shares 7,236 $1.01M 0.12% 0 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: 86,291 shares; 2026Q1: 86,291 shares; 2026Q2: 86,291 shares 86,291 $1.01M 0.12% 0 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: 5,612 shares; 2024Q4: 7,205 shares; 2025Q1: 6,232 shares; 2025Q2: 6,511 shares; 2025Q3: 6,882 shares; 2025Q4: 9,913 shares; 2026Q1: 10,584 shares; 2026Q2: 10,529 shares 10,529 $900K 0.11% -55 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: 1,443 shares; 2024Q4: 1,666 shares; 2025Q1: 1,494 shares; 2025Q2: 1,557 shares; 2025Q3: 1,654 shares; 2025Q4: 2,403 shares; 2026Q1: 2,694 shares; 2026Q2: 10,721 shares 10,721 $864K 0.11% +8,027 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: 1,588 shares; 2024Q4: 1,530 shares; 2025Q1: 1,530 shares; 2025Q2: 1,530 shares; 2025Q3: 1,532 shares; 2025Q4: 1,507 shares; 2026Q1: 1,518 shares; 2026Q2: 1,528 shares 1,528 $861K 0.11% +10 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,490 shares; 2024Q4: 14,490 shares; 2025Q1: 14,690 shares; 2025Q2: 14,690 shares; 2025Q3: 14,900 shares; 2025Q4: 14,900 shares; 2026Q1: 14,900 shares; 2026Q2: 15,085 shares 15,085 $860K 0.11% +185 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: 2,599 shares; 2024Q4: 2,619 shares; 2025Q1: 2,619 shares; 2025Q2: 2,564 shares; 2025Q3: 2,529 shares; 2025Q4: 2,529 shares; 2026Q1: 2,547 shares; 2026Q2: 2,512 shares 2,512 $822K 0.1% -35 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: 8,029 shares; 2024Q4: 7,829 shares; 2025Q1: 7,194 shares; 2025Q2: 7,254 shares; 2025Q3: 7,254 shares; 2025Q4: 14,738 shares; 2026Q1: 14,073 shares; 2026Q2: 14,073 shares 14,073 $747K 0.09% 0 Timeline QSPT 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: 20,070 shares; 2024Q4: 20,070 shares; 2025Q1: 20,070 shares; 2025Q2: 20,250 shares; 2025Q3: 20,250 shares; 2025Q4: 20,250 shares; 2026Q1: 20,250 shares; 2026Q2: 20,250 shares 20,250 $706K 0.09% 0 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: 21,857 shares; 2024Q4: 20,225 shares; 2025Q1: 19,200 shares; 2025Q2: 19,239 shares; 2025Q3: 19,280 shares; 2025Q4: 18,276 shares; 2026Q1: 18,227 shares; 2026Q2: 15,402 shares 15,402 $652K 0.08% -2,825 Timeline TSLT ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,483 shares; 2024Q4: 52,994 shares; 2025Q1: 31,328 shares; 2025Q2: 31,328 shares; 2025Q3: 31,328 shares; 2025Q4: 31,328 shares; 2026Q1: 31,328 shares; 2026Q2: 31,328 shares 31,328 $621K 0.08% 0 Timeline IGLD 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: 25,675 shares; 2024Q4: 25,125 shares; 2025Q1: 29,325 shares; 2025Q2: 30,120 shares; 2025Q3: 30,350 shares; 2025Q4: 30,350 shares; 2026Q1: 28,750 shares; 2026Q2: 28,750 shares 28,750 $605K 0.07% 0 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: 16,056 shares; 2024Q4: 17,891 shares; 2025Q1: 18,828 shares; 2025Q2: 18,828 shares; 2025Q3: 18,828 shares; 2025Q4: 18,828 shares; 2026Q1: 18,858 shares; 2026Q2: 16,368 shares 16,368 $545K 0.07% -2,490 Timeline CALF 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: 7,540 shares; 2024Q4: 11,030 shares; 2025Q1: 10,650 shares; 2025Q2: 10,650 shares; 2025Q3: 10,880 shares; 2025Q4: 10,430 shares; 2026Q1: 10,430 shares; 2026Q2: 10,540 shares 10,540 $533K 0.07% +110 Timeline BIL 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: 5,965 shares; 2024Q4: 5,965 shares; 2025Q1: 5,965 shares; 2025Q2: 5,965 shares; 2025Q3: 5,965 shares; 2025Q4: 5,775 shares; 2026Q1: 5,775 shares; 2026Q2: 5,775 shares 5,775 $529K 0.07% 0 Timeline DSEP 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: 11,800 shares; 2024Q4: 11,800 shares; 2025Q1: 11,140 shares; 2025Q2: 11,140 shares; 2025Q3: 11,140 shares; 2025Q4: 11,140 shares; 2026Q1: 11,140 shares; 2026Q2: 11,140 shares 11,140 $528K 0.07% 0 Timeline LRNZ ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 7,465 shares; 2025Q3: 7,715 shares; 2025Q4: 7,925 shares; 2026Q1: 8,175 shares; 2026Q2: 8,175 shares 8,175 $528K 0.07% 0 Timeline QJUN 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: 15,075 shares; 2024Q4: 15,075 shares; 2025Q1: 15,075 shares; 2025Q2: 15,075 shares; 2025Q3: 15,075 shares; 2025Q4: 15,075 shares; 2026Q1: 15,075 shares; 2026Q2: 15,378 shares 15,378 $520K 0.06% +303 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: 5,383 shares; 2024Q4: 6,215 shares; 2025Q1: 5,771 shares; 2025Q2: 5,950 shares; 2025Q3: 6,114 shares; 2025Q4: 8,199 shares; 2026Q1: 8,728 shares; 2026Q2: 8,632 shares 8,632 $515K 0.06% -96 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: not reported; 2024Q4: 4,172 shares; 2025Q1: 4,172 shares; 2025Q2: 4,172 shares; 2025Q3: 4,172 shares; 2025Q4: 4,172 shares; 2026Q1: 4,172 shares; 2026Q2: 4,172 shares 4,172 $490K 0.06% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,251 shares; 2024Q4: 43,171 shares; 2025Q1: 36,119 shares; 2025Q2: 36,118 shares; 2025Q3: 30,713 shares; 2025Q4: 30,716 shares; 2026Q1: 28,101 shares; 2026Q2: 28,106 shares 28,106 $488K 0.06% +5 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: 609 shares; 2024Q4: 646 shares; 2025Q1: 654 shares; 2025Q2: 674 shares; 2025Q3: 672 shares; 2025Q4: 654 shares; 2026Q1: 655 shares; 2026Q2: 655 shares 655 $482K 0.06% 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: not reported; 2024Q4: 951 shares; 2025Q1: not reported; 2025Q2: 894 shares; 2025Q3: 949 shares; 2025Q4: 1,376 shares; 2026Q1: 1,507 shares; 2026Q2: 1,506 shares 1,506 $457K 0.06% -1 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: 636 shares; 2024Q4: 657 shares; 2025Q1: 657 shares; 2025Q2: 700 shares; 2025Q3: 745 shares; 2025Q4: 702 shares; 2026Q1: 648 shares; 2026Q2: 648 shares 648 $445K 0.05% 0 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: 2,405 shares; 2024Q4: not reported; 2025Q1: 2,670 shares; 2025Q2: 5,250 shares; 2025Q3: 5,250 shares; 2025Q4: 4,660 shares; 2026Q1: 5,115 shares; 2026Q2: 5,115 shares 5,115 $442K 0.05% 0 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: 1,071 shares; 2024Q4: 1,332 shares; 2025Q1: 1,332 shares; 2025Q2: 1,318 shares; 2025Q3: 1,318 shares; 2025Q4: 1,251 shares; 2026Q1: 1,251 shares; 2026Q2: 1,251 shares 1,251 $441K 0.05% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,315 shares; 2024Q4: 2,265 shares; 2025Q1: 2,265 shares; 2025Q2: 2,265 shares; 2025Q3: 2,265 shares; 2025Q4: 2,265 shares; 2026Q1: 2,265 shares; 2026Q2: 2,265 shares 2,265 $430K 0.05% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $406K 0.05% 0 Timeline FDL 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: 7,680 shares; 2024Q4: 7,680 shares; 2025Q1: 7,910 shares; 2025Q2: 8,030 shares; 2025Q3: 8,030 shares; 2025Q4: 8,030 shares; 2026Q1: 8,030 shares; 2026Q2: 8,230 shares 8,230 $400K 0.05% +200 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: 478 shares; 2024Q4: 482 shares; 2025Q1: 486 shares; 2025Q2: 494 shares; 2025Q3: 506 shares; 2025Q4: 510 shares; 2026Q1: 517 shares; 2026Q2: 520 shares 520 $390K 0.05% +3 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: 3,160 shares; 2024Q4: 3,160 shares; 2025Q1: 3,167 shares; 2025Q2: 3,167 shares; 2025Q3: 3,127 shares; 2025Q4: 2,935 shares; 2026Q1: 2,615 shares; 2026Q2: 2,608 shares 2,608 $382K 0.05% -7 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,546 shares; 2025Q4: 15,070 shares; 2026Q1: 19,530 shares; 2026Q2: 28,669 shares 28,669 $382K 0.05% +9,139 Timeline CPSD CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,560 shares; 2025Q1: 12,225 shares; 2025Q2: 12,635 shares; 2025Q3: 12,635 shares; 2025Q4: 13,025 shares; 2026Q1: 13,025 shares; 2026Q2: 13,025 shares 13,025 $348K 0.04% 0 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: 940 shares; 2024Q4: 940 shares; 2025Q1: 940 shares; 2025Q2: 940 shares; 2025Q3: 924 shares; 2025Q4: 924 shares; 2026Q1: 924 shares; 2026Q2: 924 shares 924 $340K 0.04% 0 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,010 shares; 2025Q1: 9,435 shares; 2025Q2: 9,665 shares; 2025Q3: 9,870 shares; 2025Q4: 9,870 shares; 2026Q1: 9,870 shares; 2026Q2: 9,870 shares 9,870 $337K 0.04% 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: 875 shares; 2024Q4: 876 shares; 2025Q1: 905 shares; 2025Q2: 905 shares; 2025Q3: 897 shares; 2025Q4: 898 shares; 2026Q1: 909 shares; 2026Q2: 909 shares 909 $336K 0.04% 0 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY 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: 2,570 shares; 2025Q4: 3,145 shares; 2026Q1: 3,145 shares; 2026Q2: 3,155 shares 3,155 $331K 0.04% +10 Timeline BMNG THEMES ETF TR More: the full row for THEMES 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: not reported; 2026Q2: 35,842 shares 35,842 $327K 0.04% new 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: 2,302 shares; 2024Q4: 2,302 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,003 shares; 2025Q4: 2,007 shares; 2026Q1: 2,007 shares; 2026Q2: 2,008 shares 2,008 $318K 0.04% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 518 shares 518 $301K 0.04% new Timeline CPSO CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,400 shares; 2025Q1: 10,740 shares; 2025Q2: 10,740 shares; 2025Q3: 10,740 shares; 2025Q4: 10,740 shares; 2026Q1: 10,740 shares; 2026Q2: 10,740 shares 10,740 $299K 0.04% 0 Timeline HUT HUT 8 CORP More: the full row for HUT 8 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: 2,577 shares 2,577 $298K 0.04% new Timeline CALAMOS ETF TR CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,515 shares; 2025Q1: 9,915 shares; 2025Q2: 10,080 shares; 2025Q3: 10,080 shares; 2025Q4: 10,080 shares; 2026Q1: 10,080 shares; 2026Q2: 10,150 shares 10,150 $286K 0.04% +70 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: 1,114 shares; 2024Q4: 1,114 shares; 2025Q1: 839 shares; 2025Q2: 839 shares; 2025Q3: 839 shares; 2025Q4: 839 shares; 2026Q1: 839 shares; 2026Q2: 839 shares 839 $277K 0.03% 0 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: 12,392 shares; 2024Q4: 12,744 shares; 2025Q1: 11,674 shares; 2025Q2: 11,879 shares; 2025Q3: 12,214 shares; 2025Q4: 11,698 shares; 2026Q1: 11,378 shares; 2026Q2: 11,378 shares 11,378 $274K 0.03% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,629 shares; 2024Q4: 2,629 shares; 2025Q1: 2,629 shares; 2025Q2: 2,629 shares; 2025Q3: 2,629 shares; 2025Q4: 2,629 shares; 2026Q1: 2,629 shares; 2026Q2: 2,629 shares 2,629 $273K 0.03% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,277 shares; 2024Q4: 3,922 shares; 2025Q1: 3,519 shares; 2025Q2: 3,466 shares; 2025Q3: 3,435 shares; 2025Q4: 2,817 shares; 2026Q1: 2,817 shares; 2026Q2: 2,752 shares 2,752 $265K 0.03% -65 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: 4,609 shares; 2024Q4: 4,609 shares; 2025Q1: 4,669 shares; 2025Q2: 4,669 shares; 2025Q3: 4,669 shares; 2025Q4: 4,859 shares; 2026Q1: 4,859 shares; 2026Q2: 4,859 shares 4,859 $260K 0.03% 0 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: 3,166 shares; 2024Q4: not reported; 2025Q1: 3,166 shares; 2025Q2: 3,166 shares; 2025Q3: 3,166 shares; 2025Q4: 3,166 shares; 2026Q1: 3,166 shares; 2026Q2: 3,166 shares 3,166 $257K 0.03% 0 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: 2,853 shares; 2025Q1: 2,853 shares; 2025Q2: not reported; 2025Q3: 2,853 shares; 2025Q4: 2,858 shares; 2026Q1: 2,858 shares; 2026Q2: 2,858 shares 2,858 $251K 0.03% 0 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: 1,322 shares; 2024Q4: 1,322 shares; 2025Q1: not reported; 2025Q2: 1,171 shares; 2025Q3: 1,156 shares; 2025Q4: 1,156 shares; 2026Q1: 1,156 shares; 2026Q2: 1,156 shares 1,156 $250K 0.03% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,754 shares; 2024Q4: 5,374 shares; 2025Q1: 5,374 shares; 2025Q2: 6,253 shares; 2025Q3: 6,338 shares; 2025Q4: 6,068 shares; 2026Q1: 6,068 shares; 2026Q2: 6,068 shares 6,068 $249K 0.03% 0 Timeline RAVI FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,285 shares; 2024Q4: 3,285 shares; 2025Q1: 3,285 shares; 2025Q2: 3,285 shares; 2025Q3: 3,285 shares; 2025Q4: 3,285 shares; 2026Q1: 3,285 shares; 2026Q2: 3,285 shares 3,285 $248K 0.03% 0 Timeline YMAR 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: 8,500 shares; 2024Q4: not reported; 2025Q1: 8,500 shares; 2025Q2: 8,500 shares; 2025Q3: 8,500 shares; 2025Q4: 8,500 shares; 2026Q1: 8,500 shares; 2026Q2: 8,500 shares 8,500 $244K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: 841 shares; 2025Q2: 841 shares; 2025Q3: 841 shares; 2025Q4: 841 shares; 2026Q1: 841 shares; 2026Q2: 841 shares 841 $236K 0.03% 0 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: not reported; 2026Q2: 325 shares 325 $235K 0.03% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 915 shares 915 $233K 0.03% new Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS 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: 1,770 shares; 2026Q2: 1,770 shares 1,770 $231K 0.03% 0 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: 2,121 shares; 2025Q3: 2,121 shares; 2025Q4: 2,121 shares; 2026Q1: 2,121 shares; 2026Q2: 2,001 shares 2,001 $227K 0.03% -120 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: 1,615 shares; 2024Q4: 1,615 shares; 2025Q1: 1,615 shares; 2025Q2: 1,565 shares; 2025Q3: not reported; 2025Q4: 1,415 shares; 2026Q1: 1,415 shares; 2026Q2: 1,415 shares 1,415 $224K 0.03% 0 Timeline JBBB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,670 shares; 2026Q1: 4,670 shares; 2026Q2: 4,670 shares 4,670 $221K 0.03% 0 Timeline FJUN 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,630 shares; 2025Q4: 3,630 shares; 2026Q1: 3,630 shares; 2026Q2: 3,630 shares 3,630 $218K 0.03% 0 Timeline USB US BANCORP More: the full row for US BANCORP 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: 3,512 shares 3,512 $212K 0.03% new Timeline IDA IDACORP INC More: the full row for IDACORP 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: 1,372 shares 1,372 $208K 0.03% new Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,200 shares; 2024Q4: 15,200 shares; 2025Q1: 15,200 shares; 2025Q2: 15,200 shares; 2025Q3: 9,700 shares; 2025Q4: 9,700 shares; 2026Q1: not reported; 2026Q2: 9,700 shares 9,700 $205K 0.03% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 910 shares; 2025Q2: 910 shares; 2025Q3: 910 shares; 2025Q4: not reported; 2026Q1: 910 shares; 2026Q2: 910 shares 910 $203K 0.03% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 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: 1,197 shares; 2026Q2: 1,197 shares 1,197 $202K 0.02% 0 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,080 shares 3,080 $202K 0.02% new Timeline MINT 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $202K 0.02% 0 Timeline MOAT 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: 1,925 shares 1,925 $200K 0.02% new Timeline JOBY JOBY AVIATION INC More: the full row for JOBY 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: not reported; 2025Q3: not reported; 2025Q4: 16,461 shares; 2026Q1: 16,461 shares; 2026Q2: 16,461 shares 16,461 $147K 0.02% 0 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,064 shares; 2024Q4: 10,064 shares; 2025Q1: 10,116 shares; 2025Q2: 10,116 shares; 2025Q3: 10,000 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,323 shares 11,323 $114K 0.01% new Timeline