QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,394,147 shares 3,394,147 $178M 16.15% new Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 45,878 shares; 2024Q4: 59,922 shares; 2025Q1: 2,565,838 shares; 2025Q2: 2,720,743 shares 2,720,743 $96.2M 8.71% +154,905 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,112,973 shares 1,112,973 $96.2M 8.71% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 573,323 shares; 2023Q4: 669,403 shares; 2024Q1: 715,694 shares; 2024Q2: 754,991 shares; 2024Q3: 1,346,692 shares; 2024Q4: 1,405,839 shares; 2025Q1: 1,417,070 shares; 2025Q2: 1,466,401 shares 1,466,401 $93.8M 8.49% +49,331 Timeline GFLW VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,624 shares; 2025Q2: 2,911,463 shares 2,911,463 $76.5M 6.93% +2,855,839 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 604,475 shares; 2023Q4: 639,669 shares; 2024Q1: 666,111 shares; 2024Q2: 636,184 shares; 2024Q3: 2,187,193 shares; 2024Q4: 2,307,924 shares; 2025Q1: 1,630,101 shares; 2025Q2: 1,747,389 shares 1,747,389 $51.1M 4.63% +117,288 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 340,891 shares; 2023Q4: 794,708 shares; 2024Q1: 1,265,869 shares; 2024Q2: 1,290,477 shares; 2024Q3: 1,988,868 shares; 2024Q4: 2,108,888 shares; 2025Q1: 2,407,985 shares; 2025Q2: 1,171,057 shares 1,171,057 $42.3M 3.83% -1,236,928 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 403,017 shares; 2024Q1: 448,209 shares; 2024Q2: 466,897 shares; 2024Q3: 604,814 shares; 2024Q4: 612,421 shares; 2025Q1: 305,103 shares; 2025Q2: 403,125 shares 403,125 $41M 3.71% +98,022 Timeline WCBR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 9,629 shares; 2024Q2: 14,693 shares; 2024Q3: 701,910 shares; 2024Q4: 747,643 shares; 2025Q1: 1,020,122 shares; 2025Q2: 1,011,972 shares 1,011,972 $32.3M 2.92% -8,150 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,020,884 shares; 2023Q4: 1,058,998 shares; 2024Q1: 1,462,631 shares; 2024Q2: 1,548,372 shares; 2024Q3: 244,922 shares; 2024Q4: 243,683 shares; 2025Q1: 211,180 shares; 2025Q2: 248,802 shares 248,802 $27.4M 2.48% +37,622 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; 2023Q3: 39,410 shares; 2023Q4: 39,202 shares; 2024Q1: 38,454 shares; 2024Q2: 38,578 shares; 2024Q3: 38,795 shares; 2024Q4: 38,576 shares; 2025Q1: 38,373 shares; 2025Q2: 37,369 shares 37,369 $23.1M 2.09% -1,004 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 115,206 shares; 2023Q4: 110,053 shares; 2024Q1: 109,720 shares; 2024Q2: 109,249 shares; 2024Q3: 109,383 shares; 2024Q4: 107,102 shares; 2025Q1: 108,875 shares; 2025Q2: 110,455 shares 110,455 $22.7M 2.05% +1,580 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; 2023Q3: 2,056 shares; 2023Q4: 2,067 shares; 2024Q1: 2,092 shares; 2024Q2: 2,187 shares; 2024Q3: 25,396 shares; 2024Q4: 29,978 shares; 2025Q1: 32,308 shares; 2025Q2: 29,929 shares 29,929 $17M 1.54% -2,379 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; 2023Q3: 139,231 shares; 2023Q4: 133,658 shares; 2024Q1: 123,496 shares; 2024Q2: 104,736 shares; 2024Q3: 100,541 shares; 2024Q4: 95,801 shares; 2025Q1: 82,202 shares; 2025Q2: 78,064 shares 78,064 $16M 1.45% -4,138 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,726 shares; 2024Q3: 115,320 shares; 2024Q4: 119,349 shares; 2025Q1: 147,014 shares; 2025Q2: 145,914 shares 145,914 $14.7M 1.33% -1,100 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 359,088 shares; 2023Q4: 376,324 shares; 2024Q1: 240,989 shares; 2024Q2: 217,882 shares; 2024Q3: 56,183 shares; 2024Q4: 56,261 shares; 2025Q1: 56,900 shares; 2025Q2: 70,623 shares 70,623 $13.8M 1.25% +13,723 Timeline AVUS 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; 2023Q3: 516,630 shares; 2023Q4: 491,005 shares; 2024Q1: 502,863 shares; 2024Q2: 581,086 shares; 2024Q3: 846,295 shares; 2024Q4: 881,632 shares; 2025Q1: 883,173 shares; 2025Q2: 114,933 shares 114,933 $11.6M 1.05% -768,240 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,723 shares; 2025Q2: 87,802 shares 87,802 $11.3M 1.02% +42,079 Timeline RSPT 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; 2023Q3: not reported; 2023Q4: 136,382 shares; 2024Q1: 150,750 shares; 2024Q2: 188,748 shares; 2024Q3: 190,701 shares; 2024Q4: 228,567 shares; 2025Q1: 248,471 shares; 2025Q2: 264,096 shares 264,096 $10.8M 0.97% +15,625 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,478 shares; 2023Q4: 7,190 shares; 2024Q1: 7,015 shares; 2024Q2: 69,289 shares; 2024Q3: 70,964 shares; 2024Q4: 68,730 shares; 2025Q1: 69,606 shares; 2025Q2: 68,013 shares 68,013 $10.7M 0.97% -1,593 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; 2023Q3: 41,675 shares; 2023Q4: 41,279 shares; 2024Q1: 41,888 shares; 2024Q2: 41,666 shares; 2024Q3: 43,557 shares; 2024Q4: 44,987 shares; 2025Q1: 44,443 shares; 2025Q2: 45,170 shares 45,170 $9.91M 0.9% +727 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 13,773 shares; 2023Q4: 13,773 shares; 2024Q1: 13,780 shares; 2024Q2: 13,816 shares; 2024Q3: 13,740 shares; 2024Q4: 13,696 shares; 2025Q1: 13,633 shares; 2025Q2: 13,071 shares 13,071 $7.4M 0.67% -562 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; 2023Q3: 224,137 shares; 2023Q4: 204,055 shares; 2024Q1: 189,208 shares; 2024Q2: 139,542 shares; 2024Q3: 119,632 shares; 2024Q4: 111,690 shares; 2025Q1: 82,461 shares; 2025Q2: 77,592 shares 77,592 $7.28M 0.66% -4,869 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 148,829 shares; 2023Q4: 150,059 shares; 2024Q1: 136,246 shares; 2024Q2: 137,537 shares; 2024Q3: 28,906 shares; 2024Q4: 29,100 shares; 2025Q1: 28,313 shares; 2025Q2: 11,604 shares 11,604 $7.21M 0.65% -16,709 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 12,953 shares; 2023Q4: 12,859 shares; 2024Q1: 13,385 shares; 2024Q2: 13,102 shares; 2024Q3: 14,586 shares; 2024Q4: 13,505 shares; 2025Q1: 14,116 shares; 2025Q2: 13,924 shares 13,924 $6.93M 0.63% -192 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 730 shares; 2024Q3: 361,313 shares; 2024Q4: 376,818 shares; 2025Q1: 377,627 shares; 2025Q2: 12,763 shares 12,763 $5.6M 0.51% -364,864 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 143,255 shares; 2023Q4: 139,410 shares; 2024Q1: 140,598 shares; 2024Q2: 133,707 shares; 2024Q3: 144,656 shares; 2024Q4: 144,051 shares; 2025Q1: 143,157 shares; 2025Q2: 140,834 shares 140,834 $4.57M 0.41% -2,323 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 19,461 shares; 2023Q4: 16,838 shares; 2024Q1: 15,553 shares; 2024Q2: 11,668 shares; 2024Q3: 11,610 shares; 2024Q4: 11,230 shares; 2025Q1: 10,826 shares; 2025Q2: 9,466 shares 9,466 $4.17M 0.38% -1,360 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 224,427 shares; 2023Q4: 17,153 shares; 2024Q1: 73,956 shares; 2024Q2: 68,689 shares; 2024Q3: 68,971 shares; 2024Q4: 69,338 shares; 2025Q1: 71,290 shares; 2025Q2: 67,202 shares 67,202 $4.17M 0.38% -4,088 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; 2023Q3: 6,561 shares; 2023Q4: 6,474 shares; 2024Q1: 6,341 shares; 2024Q2: 6,090 shares; 2024Q3: 6,908 shares; 2024Q4: 6,731 shares; 2025Q1: 6,675 shares; 2025Q2: 5,640 shares 5,640 $4.16M 0.38% -1,035 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; 2023Q3: 50,615 shares; 2023Q4: 47,537 shares; 2024Q1: 47,778 shares; 2024Q2: 46,873 shares; 2024Q3: 46,107 shares; 2024Q4: 166,545 shares; 2025Q1: 167,885 shares; 2025Q2: 136,869 shares 136,869 $4M 0.36% -31,016 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; 2023Q3: 8,995 shares; 2023Q4: 8,154 shares; 2024Q1: 7,502 shares; 2024Q2: 6,849 shares; 2024Q3: 7,070 shares; 2024Q4: 7,049 shares; 2025Q1: 6,840 shares; 2025Q2: 6,541 shares 6,541 $3.61M 0.33% -299 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; 2023Q3: 6,598 shares; 2023Q4: 6,641 shares; 2024Q1: 7,250 shares; 2024Q2: 7,291 shares; 2024Q3: 7,289 shares; 2024Q4: 7,206 shares; 2025Q1: 7,367 shares; 2025Q2: 7,327 shares 7,327 $3.56M 0.32% -40 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; 2023Q3: 68,523 shares; 2023Q4: 69,972 shares; 2024Q1: 67,509 shares; 2024Q2: 62,803 shares; 2024Q3: 61,033 shares; 2024Q4: 55,813 shares; 2025Q1: 53,839 shares; 2025Q2: 49,499 shares 49,499 $3.48M 0.31% -4,340 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; 2023Q3: 41,816 shares; 2023Q4: 41,870 shares; 2024Q1: 45,467 shares; 2024Q2: 42,942 shares; 2024Q3: 39,189 shares; 2024Q4: 115,861 shares; 2025Q1: 127,663 shares; 2025Q2: 123,593 shares 123,593 $3.28M 0.3% -4,070 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 10,265 shares; 2023Q4: 10,318 shares; 2024Q1: 32,372 shares; 2024Q2: 32,284 shares; 2024Q3: 32,786 shares; 2024Q4: 33,216 shares; 2025Q1: 33,370 shares; 2025Q2: 32,827 shares 32,827 $3.21M 0.29% -543 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; 2023Q3: not reported; 2023Q4: 10,377 shares; 2024Q1: 10,589 shares; 2024Q2: 10,395 shares; 2024Q3: 10,353 shares; 2024Q4: 9,563 shares; 2025Q1: 9,639 shares; 2025Q2: 9,701 shares 9,701 $2.86M 0.26% +62 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; 2023Q3: 21,570 shares; 2023Q4: 21,674 shares; 2024Q1: 21,968 shares; 2024Q2: 38,059 shares; 2024Q3: 37,309 shares; 2024Q4: 37,429 shares; 2025Q1: 27,869 shares; 2025Q2: 26,465 shares 26,465 $2.85M 0.26% -1,404 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 20,319 shares; 2023Q4: 19,619 shares; 2024Q1: 19,173 shares; 2024Q2: 19,156 shares; 2024Q3: 19,383 shares; 2024Q4: 18,649 shares; 2025Q1: 18,501 shares; 2025Q2: 19,058 shares 19,058 $2.81M 0.25% +557 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; 2023Q3: 11,056 shares; 2023Q4: 25,778 shares; 2024Q1: 25,112 shares; 2024Q2: 24,470 shares; 2024Q3: 23,758 shares; 2024Q4: 23,312 shares; 2025Q1: 21,166 shares; 2025Q2: 15,271 shares 15,271 $2.78M 0.25% -5,895 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,731 shares; 2024Q4: 8,482 shares; 2025Q1: 10,655 shares; 2025Q2: 19,755 shares 19,755 $2.75M 0.25% +9,100 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 41,555 shares; 2023Q4: 23,593 shares; 2024Q1: 21,947 shares; 2024Q2: 21,842 shares; 2024Q3: 21,822 shares; 2024Q4: 21,818 shares; 2025Q1: 20,280 shares; 2025Q2: 20,140 shares 20,140 $2.68M 0.24% -140 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 407,716 shares; 2023Q4: 858,107 shares; 2024Q1: 881,415 shares; 2024Q2: 922,338 shares; 2024Q3: 964,702 shares; 2024Q4: 1,013,916 shares; 2025Q1: 99,076 shares; 2025Q2: 38,963 shares 38,963 $2.53M 0.23% -60,113 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 27,765 shares; 2023Q4: 27,077 shares; 2024Q1: 27,137 shares; 2024Q2: 26,938 shares; 2024Q3: 26,938 shares; 2024Q4: 26,587 shares; 2025Q1: 26,587 shares; 2025Q2: 26,791 shares 26,791 $2.39M 0.22% +204 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 62,179 shares; 2023Q4: 62,147 shares; 2024Q1: 50,804 shares; 2024Q2: 50,934 shares; 2024Q3: 50,860 shares; 2024Q4: 51,142 shares; 2025Q1: 52,217 shares; 2025Q2: 51,096 shares 51,096 $2.35M 0.21% -1,121 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 98,773 shares; 2024Q4: 115,341 shares; 2025Q1: 108,470 shares; 2025Q2: 44,715 shares 44,715 $2.28M 0.21% -63,755 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 55,411 shares; 2023Q4: 24,170 shares; 2024Q1: 26,551 shares; 2024Q2: 28,616 shares; 2024Q3: 19,244 shares; 2024Q4: 25,819 shares; 2025Q1: 23,952 shares; 2025Q2: 21,963 shares 21,963 $2.18M 0.2% -1,989 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 73,014 shares; 2023Q4: 49,225 shares; 2024Q1: 36,422 shares; 2024Q2: 35,919 shares; 2024Q3: 32,714 shares; 2024Q4: 99,369 shares; 2025Q1: 104,223 shares; 2025Q2: 88,164 shares 88,164 $2.15M 0.2% -16,059 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 80,000 shares; 2024Q4: 80,649 shares; 2025Q1: 81,378 shares; 2025Q2: 82,061 shares 82,061 $2.06M 0.19% +683 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; 2023Q3: 8,783 shares; 2023Q4: 8,809 shares; 2024Q1: 8,783 shares; 2024Q2: 8,783 shares; 2024Q3: 8,774 shares; 2024Q4: 8,800 shares; 2025Q1: 8,576 shares; 2025Q2: 8,538 shares 8,538 $2.02M 0.18% -38 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 35,263 shares; 2023Q4: 34,424 shares; 2024Q1: 35,074 shares; 2024Q2: 33,409 shares; 2024Q3: 40,200 shares; 2024Q4: 37,436 shares; 2025Q1: 39,404 shares; 2025Q2: 39,117 shares 39,117 $1.92M 0.17% -287 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 13,056 shares; 2023Q4: 1,189,686 shares; 2024Q1: 1,228,113 shares; 2024Q2: 1,282,518 shares; 2024Q3: 183,836 shares; 2024Q4: 185,349 shares; 2025Q1: 37,872 shares; 2025Q2: 31,097 shares 31,097 $1.9M 0.17% -6,775 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 20,464 shares; 2023Q4: 15,437 shares; 2024Q1: 14,201 shares; 2024Q2: 14,016 shares; 2024Q3: 13,866 shares; 2024Q4: 14,059 shares; 2025Q1: 14,072 shares; 2025Q2: 14,124 shares 14,124 $1.88M 0.17% +52 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,318 shares; 2023Q4: 7,396 shares; 2024Q1: 8,981 shares; 2024Q2: 6,214 shares; 2024Q3: 6,173 shares; 2024Q4: 6,288 shares; 2025Q1: 6,197 shares; 2025Q2: 5,656 shares 5,656 $1.8M 0.16% -541 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; 2023Q3: 5,605 shares; 2023Q4: 8,314 shares; 2024Q1: 8,214 shares; 2024Q2: 8,272 shares; 2024Q3: 13,273 shares; 2024Q4: 5,189 shares; 2025Q1: 11,459 shares; 2025Q2: 5,842 shares 5,842 $1.78M 0.16% -5,617 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 70,967 shares; 2023Q4: 48,744 shares; 2024Q1: 26,381 shares; 2024Q2: 25,607 shares; 2024Q3: 25,084 shares; 2024Q4: 76,397 shares; 2025Q1: 80,044 shares; 2025Q2: 63,437 shares 63,437 $1.76M 0.16% -16,607 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; 2023Q3: 23,198 shares; 2023Q4: 23,380 shares; 2024Q1: 23,665 shares; 2024Q2: 23,407 shares; 2024Q3: 23,456 shares; 2024Q4: 23,663 shares; 2025Q1: 23,850 shares; 2025Q2: 23,921 shares 23,921 $1.69M 0.15% +71 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,892 shares; 2025Q1: 11,923 shares; 2025Q2: 17,929 shares 17,929 $1.65M 0.15% +6,006 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,640 shares; 2023Q4: 5,640 shares; 2024Q1: 5,640 shares; 2024Q2: 5,640 shares; 2024Q3: 5,673 shares; 2024Q4: 5,673 shares; 2025Q1: 5,682 shares; 2025Q2: 5,682 shares 5,682 $1.62M 0.15% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 16,294 shares; 2023Q4: 15,815 shares; 2024Q1: 15,495 shares; 2024Q2: 9,262 shares; 2024Q3: 9,805 shares; 2024Q4: 8,435 shares; 2025Q1: 8,447 shares; 2025Q2: 8,397 shares 8,397 $1.58M 0.14% -50 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,947 shares; 2023Q4: 5,947 shares; 2024Q1: 6,801 shares; 2024Q2: 6,300 shares; 2024Q3: 6,857 shares; 2024Q4: 6,711 shares; 2025Q1: 7,464 shares; 2025Q2: 8,790 shares 8,790 $1.55M 0.14% +1,326 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,555 shares; 2023Q4: 4,735 shares; 2024Q1: 4,170 shares; 2024Q2: 5,455 shares; 2024Q3: 5,455 shares; 2024Q4: 4,428 shares; 2025Q1: 3,912 shares; 2025Q2: 6,801 shares 6,801 $1.55M 0.14% +2,889 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 32,685 shares; 2023Q4: 21,968 shares; 2024Q1: 22,749 shares; 2024Q2: 22,519 shares; 2024Q3: 20,889 shares; 2024Q4: 21,009 shares; 2025Q1: 20,066 shares; 2025Q2: 18,530 shares 18,530 $1.47M 0.13% -1,536 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 31,574 shares; 2023Q4: 20,347 shares; 2024Q1: 19,984 shares; 2024Q2: 20,549 shares; 2024Q3: 18,527 shares; 2024Q4: 55,748 shares; 2025Q1: 55,731 shares; 2025Q2: 52,088 shares 52,088 $1.46M 0.13% -3,643 Timeline XLG 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; 2023Q3: 41,835 shares; 2023Q4: 37,067 shares; 2024Q1: 32,411 shares; 2024Q2: 32,088 shares; 2024Q3: 33,854 shares; 2024Q4: 33,903 shares; 2025Q1: 33,492 shares; 2025Q2: 27,664 shares 27,664 $1.44M 0.13% -5,828 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 25,956 shares; 2023Q4: 21,669 shares; 2024Q1: 21,451 shares; 2024Q2: 21,501 shares; 2024Q3: 16,809 shares; 2024Q4: 17,057 shares; 2025Q1: 22,442 shares; 2025Q2: 22,624 shares 22,624 $1.38M 0.12% +182 Timeline TAX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 59,995 shares; 2025Q1: 61,995 shares; 2025Q2: 53,062 shares 53,062 $1.38M 0.12% -8,933 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; 2023Q3: 1,254 shares; 2023Q4: 1,268 shares; 2024Q1: 1,292 shares; 2024Q2: 1,266 shares; 2024Q3: 1,266 shares; 2024Q4: 1,305 shares; 2025Q1: 1,399 shares; 2025Q2: 1,387 shares 1,387 $1.37M 0.12% -12 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; 2023Q3: 11,371 shares; 2023Q4: 11,213 shares; 2024Q1: 11,180 shares; 2024Q2: 11,345 shares; 2024Q3: 11,063 shares; 2024Q4: 11,063 shares; 2025Q1: 11,347 shares; 2025Q2: 11,031 shares 11,031 $1.37M 0.12% -316 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,402 shares; 2024Q2: not reported; 2024Q3: 17,452 shares; 2024Q4: 23,131 shares; 2025Q1: 20,118 shares; 2025Q2: 22,891 shares 22,891 $1.34M 0.12% +2,773 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,437 shares; 2024Q4: 12,545 shares; 2025Q1: 16,269 shares; 2025Q2: 21,883 shares 21,883 $1.34M 0.12% +5,614 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 25,021 shares; 2023Q4: 16,614 shares; 2024Q1: 17,735 shares; 2024Q2: 17,672 shares; 2024Q3: 16,597 shares; 2024Q4: 16,637 shares; 2025Q1: 16,845 shares; 2025Q2: 15,162 shares 15,162 $1.32M 0.12% -1,683 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,881 shares; 2023Q4: 3,884 shares; 2024Q1: 3,887 shares; 2024Q2: 3,889 shares; 2024Q3: 3,892 shares; 2024Q4: 3,901 shares; 2025Q1: 3,899 shares; 2025Q2: 3,906 shares 3,906 $1.32M 0.12% +7 Timeline TYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 40,109 shares; 2024Q4: 46,472 shares; 2025Q1: 47,073 shares; 2025Q2: 49,898 shares 49,898 $1.26M 0.11% +2,825 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,640 shares; 2023Q4: 8,674 shares; 2024Q1: 5,320 shares; 2024Q2: 5,165 shares; 2024Q3: 7,099 shares; 2024Q4: 8,003 shares; 2025Q1: 8,059 shares; 2025Q2: 7,873 shares 7,873 $1.25M 0.11% -186 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 374 shares; 2023Q4: 375 shares; 2024Q1: 399 shares; 2024Q2: 380 shares; 2024Q3: 5,017 shares; 2024Q4: 4,234 shares; 2025Q1: 4,650 shares; 2025Q2: 4,478 shares 4,478 $1.23M 0.11% -172 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 772,122 shares; 2023Q4: 29,166 shares; 2024Q1: 12,666 shares; 2024Q2: 12,178 shares; 2024Q3: 12,467 shares; 2024Q4: 17,021 shares; 2025Q1: 21,669 shares; 2025Q2: 21,348 shares 21,348 $1.22M 0.11% -321 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 10,060 shares; 2023Q4: 10,079 shares; 2024Q1: 10,913 shares; 2024Q2: 10,752 shares; 2024Q3: 10,665 shares; 2024Q4: 10,515 shares; 2025Q1: 9,545 shares; 2025Q2: 8,862 shares 8,862 $1.19M 0.11% -683 Timeline FDN 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; 2023Q3: 4,479 shares; 2023Q4: 5,565 shares; 2024Q1: 5,565 shares; 2024Q2: 4,795 shares; 2024Q3: 4,730 shares; 2024Q4: 4,710 shares; 2025Q1: 4,560 shares; 2025Q2: 4,201 shares 4,201 $1.13M 0.1% -359 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,223 shares; 2023Q4: 5,261 shares; 2024Q1: 5,263 shares; 2024Q2: 5,266 shares; 2024Q3: 5,237 shares; 2024Q4: 5,104 shares; 2025Q1: 5,120 shares; 2025Q2: 5,084 shares 5,084 $1.06M 0.1% -36 Timeline XMHQ 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; 2023Q3: not reported; 2023Q4: 498,258 shares; 2024Q1: 522,590 shares; 2024Q2: 569,229 shares; 2024Q3: 752,732 shares; 2024Q4: 788,382 shares; 2025Q1: 13,675 shares; 2025Q2: 10,741 shares 10,741 $1.06M 0.1% -2,934 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,141 shares; 2023Q4: 7,993 shares; 2024Q1: 8,415 shares; 2024Q2: 8,152 shares; 2024Q3: 8,222 shares; 2024Q4: 7,992 shares; 2025Q1: 7,731 shares; 2025Q2: 7,859 shares 7,859 $1.04M 0.09% +128 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,756 shares; 2025Q1: 2,507 shares; 2025Q2: 2,537 shares 2,537 $1.03M 0.09% +30 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; 2023Q3: 2,702 shares; 2023Q4: 2,681 shares; 2024Q1: 3,070 shares; 2024Q2: 3,009 shares; 2024Q3: 3,331 shares; 2024Q4: 3,333 shares; 2025Q1: 4,088 shares; 2025Q2: 3,485 shares 3,485 $1.01M 0.09% -603 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,216 shares; 2023Q4: 3,227 shares; 2024Q1: 3,827 shares; 2024Q2: 3,642 shares; 2024Q3: 3,716 shares; 2024Q4: 3,716 shares; 2025Q1: 3,727 shares; 2025Q2: 4,385 shares 4,385 $959K 0.09% +658 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 180,598 shares; 2023Q4: 17,767 shares; 2024Q1: 14,470 shares; 2024Q2: 13,818 shares; 2024Q3: 12,737 shares; 2024Q4: 12,740 shares; 2025Q1: 11,396 shares; 2025Q2: 9,581 shares 9,581 $953K 0.09% -1,815 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,119 shares; 2024Q2: 1,611 shares; 2024Q3: 2,296 shares; 2024Q4: 2,311 shares; 2025Q1: 2,597 shares; 2025Q2: 2,682 shares 2,682 $940K 0.09% +85 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,453 shares; 2023Q4: 5,941 shares; 2024Q1: 6,068 shares; 2024Q2: 6,109 shares; 2024Q3: 6,384 shares; 2024Q4: 6,785 shares; 2025Q1: 7,152 shares; 2025Q2: 6,531 shares 6,531 $935K 0.08% -621 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,959 shares; 2023Q4: 5,994 shares; 2024Q1: 6,405 shares; 2024Q2: 6,073 shares; 2024Q3: 6,130 shares; 2024Q4: 6,181 shares; 2025Q1: 6,025 shares; 2025Q2: 5,991 shares 5,991 $915K 0.08% -34 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 20,116 shares; 2023Q4: 20,116 shares; 2024Q1: 20,116 shares; 2024Q2: 20,116 shares; 2024Q3: 20,116 shares; 2024Q4: 20,116 shares; 2025Q1: 20,116 shares; 2025Q2: 20,116 shares 20,116 $886K 0.08% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,630 shares; 2023Q4: 5,626 shares; 2024Q1: 5,934 shares; 2024Q2: 5,869 shares; 2024Q3: 5,912 shares; 2024Q4: 5,593 shares; 2025Q1: 5,505 shares; 2025Q2: 2,349 shares 2,349 $834K 0.08% -3,156 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,817 shares; 2023Q4: 1,823 shares; 2024Q1: 1,902 shares; 2024Q2: 1,853 shares; 2024Q3: 1,998 shares; 2024Q4: 2,003 shares; 2025Q1: 2,106 shares; 2025Q2: 2,142 shares 2,142 $832K 0.08% +36 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,050 shares 23,050 $824K 0.07% new Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,983 shares; 2023Q4: 1,990 shares; 2024Q1: 2,463 shares; 2024Q2: 2,372 shares; 2024Q3: 2,458 shares; 2024Q4: 2,390 shares; 2025Q1: 2,234 shares; 2025Q2: 2,244 shares 2,244 $823K 0.07% +10 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,677 shares; 2023Q4: 2,686 shares; 2024Q1: 2,688 shares; 2024Q2: 2,690 shares; 2024Q3: 2,743 shares; 2024Q4: 2,753 shares; 2025Q1: 2,861 shares; 2025Q2: 2,809 shares 2,809 $821K 0.07% -52 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,715 shares; 2023Q4: 8,034 shares; 2024Q1: 7,212 shares; 2024Q2: 7,021 shares; 2024Q3: 6,476 shares; 2024Q4: 7,829 shares; 2025Q1: 7,765 shares; 2025Q2: 7,797 shares 7,797 $815K 0.07% +32 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 845 shares; 2024Q2: 1,038 shares; 2024Q3: 2,004 shares; 2024Q4: 2,067 shares; 2025Q1: 2,184 shares; 2025Q2: 1,571 shares 1,571 $800K 0.07% -613 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,954 shares; 2023Q4: 3,159 shares; 2024Q1: 3,223 shares; 2024Q2: 2,934 shares; 2024Q3: 4,929 shares; 2024Q4: 5,472 shares; 2025Q1: 6,081 shares; 2025Q2: 4,454 shares 4,454 $790K 0.07% -1,627 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,868 shares; 2024Q2: 1,853 shares; 2024Q3: 3,672 shares; 2024Q4: 2,659 shares; 2025Q1: 2,682 shares; 2025Q2: 5,829 shares 5,829 $787K 0.07% +3,147 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,676 shares; 2023Q4: 2,948 shares; 2024Q1: 2,875 shares; 2024Q2: 3,279 shares; 2024Q3: 3,500 shares; 2024Q4: 3,545 shares; 2025Q1: 3,351 shares; 2025Q2: 2,818 shares 2,818 $786K 0.07% -533 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; 2023Q3: 8,625 shares; 2023Q4: 6,676 shares; 2024Q1: 5,739 shares; 2024Q2: 5,622 shares; 2024Q3: 5,684 shares; 2024Q4: 5,140 shares; 2025Q1: 19,144 shares; 2025Q2: 15,011 shares 15,011 $761K 0.07% -4,133 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 11,482 shares; 2024Q3: 11,758 shares; 2024Q4: 6,396 shares; 2025Q1: 6,177 shares; 2025Q2: 8,262 shares 8,262 $740K 0.07% +2,085 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,083 shares; 2023Q4: 3,921 shares; 2024Q1: 3,722 shares; 2024Q2: 3,536 shares; 2024Q3: 3,618 shares; 2024Q4: 3,594 shares; 2025Q1: 3,734 shares; 2025Q2: 3,401 shares 3,401 $713K 0.06% -333 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,800 shares; 2023Q4: 5,800 shares; 2024Q1: 5,800 shares; 2024Q2: 6,514 shares; 2024Q3: 6,794 shares; 2024Q4: 7,240 shares; 2025Q1: 8,120 shares; 2025Q2: 7,346 shares 7,346 $700K 0.06% -774 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 8,602 shares; 2024Q2: 9,259 shares; 2024Q3: 10,858 shares; 2024Q4: 12,564 shares; 2025Q1: 13,239 shares; 2025Q2: 15,735 shares 15,735 $687K 0.06% +2,496 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,225 shares; 2023Q4: 3,281 shares; 2024Q1: 3,534 shares; 2024Q2: 3,540 shares; 2024Q3: 3,777 shares; 2024Q4: 3,976 shares; 2025Q1: 3,432 shares; 2025Q2: 3,468 shares 3,468 $644K 0.06% +36 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,370 shares; 2023Q4: 11,821 shares; 2024Q1: 11,652 shares; 2024Q2: 11,446 shares; 2024Q3: 13,007 shares; 2024Q4: 13,193 shares; 2025Q1: 12,910 shares; 2025Q2: 13,371 shares 13,371 $633K 0.06% +461 Timeline VGK 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; 2023Q3: 6,882 shares; 2023Q4: 6,931 shares; 2024Q1: 6,931 shares; 2024Q2: 6,931 shares; 2024Q3: 7,331 shares; 2024Q4: 7,646 shares; 2025Q1: 7,677 shares; 2025Q2: 8,160 shares 8,160 $632K 0.06% +483 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 265,789 shares; 2023Q4: 12,644 shares; 2024Q1: 9,472 shares; 2024Q2: 7,654 shares; 2024Q3: 7,468 shares; 2024Q4: 7,195 shares; 2025Q1: 7,008 shares; 2025Q2: 5,093 shares 5,093 $629K 0.06% -1,915 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 14,184 shares; 2023Q4: 14,243 shares; 2024Q1: 14,243 shares; 2024Q2: 14,243 shares; 2024Q3: 10,330 shares; 2024Q4: 26,009 shares; 2025Q1: 26,088 shares; 2025Q2: 26,165 shares 26,165 $624K 0.06% +77 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,574 shares; 2023Q4: 2,763 shares; 2024Q1: 2,944 shares; 2024Q2: 3,273 shares; 2024Q3: 3,111 shares; 2024Q4: 3,120 shares; 2025Q1: 2,765 shares; 2025Q2: 2,772 shares 2,772 $598K 0.05% +7 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 775 shares; 2023Q4: 776 shares; 2024Q1: 777 shares; 2024Q2: 777 shares; 2024Q3: 778 shares; 2024Q4: 787 shares; 2025Q1: 801 shares; 2025Q2: 803 shares 803 $588K 0.05% +2 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,161 shares; 2025Q2: 7,162 shares 7,162 $585K 0.05% +1 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,452 shares; 2023Q4: 3,449 shares; 2024Q1: 3,399 shares; 2024Q2: 3,412 shares; 2024Q3: 3,401 shares; 2024Q4: 3,491 shares; 2025Q1: 3,242 shares; 2025Q2: 2,246 shares 2,246 $578K 0.05% -996 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; 2023Q3: 11,255 shares; 2023Q4: 8,560 shares; 2024Q1: 9,101 shares; 2024Q2: 8,590 shares; 2024Q3: 8,249 shares; 2024Q4: 7,766 shares; 2025Q1: 7,002 shares; 2025Q2: 6,808 shares 6,808 $577K 0.05% -194 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 15,066 shares; 2023Q4: 15,066 shares; 2024Q1: 15,066 shares; 2024Q2: 15,066 shares; 2024Q3: 15,066 shares; 2024Q4: 15,066 shares; 2025Q1: 15,066 shares; 2025Q2: 15,066 shares 15,066 $569K 0.05% 0 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,341 shares; 2024Q4: 7,082 shares; 2025Q1: 6,214 shares; 2025Q2: 4,109 shares 4,109 $560K 0.05% -2,105 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; 2023Q3: 7,921 shares; 2023Q4: 8,752 shares; 2024Q1: 9,030 shares; 2024Q2: 9,103 shares; 2024Q3: 9,103 shares; 2024Q4: 7,480 shares; 2025Q1: 8,862 shares; 2025Q2: 8,514 shares 8,514 $558K 0.05% -348 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 546 shares; 2023Q4: 440 shares; 2024Q1: 436 shares; 2024Q2: 356 shares; 2024Q3: 457 shares; 2024Q4: 416 shares; 2025Q1: 408 shares; 2025Q2: 412 shares 412 $551K 0.05% +4 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; 2023Q3: 4,378 shares; 2023Q4: 4,651 shares; 2024Q1: 6,260 shares; 2024Q2: 7,043 shares; 2024Q3: 4,117 shares; 2024Q4: 4,568 shares; 2025Q1: 6,759 shares; 2025Q2: 3,981 shares 3,981 $537K 0.05% -2,778 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,543 shares; 2023Q4: 7,375 shares; 2024Q1: 7,495 shares; 2024Q2: 7,280 shares; 2024Q3: 7,643 shares; 2024Q4: 10,395 shares; 2025Q1: 11,004 shares; 2025Q2: 9,097 shares 9,097 $533K 0.05% -1,907 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,609 shares; 2023Q4: 8,672 shares; 2024Q1: 8,672 shares; 2024Q2: 8,672 shares; 2024Q3: 8,672 shares; 2024Q4: 8,733 shares; 2025Q1: 8,733 shares; 2025Q2: 8,918 shares 8,918 $530K 0.05% +185 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; 2023Q3: 299,106 shares; 2023Q4: 16,846 shares; 2024Q1: 11,552 shares; 2024Q2: 9,526 shares; 2024Q3: 9,062 shares; 2024Q4: 10,943 shares; 2025Q1: 10,513 shares; 2025Q2: 10,620 shares 10,620 $525K 0.05% +107 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; 2023Q3: 14,287 shares; 2023Q4: 14,256 shares; 2024Q1: 12,458 shares; 2024Q2: 12,563 shares; 2024Q3: 12,692 shares; 2024Q4: 12,202 shares; 2025Q1: 12,701 shares; 2025Q2: 12,079 shares 12,079 $523K 0.05% -622 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 969 shares; 2024Q1: 959 shares; 2024Q2: 862 shares; 2024Q3: 810 shares; 2024Q4: 801 shares; 2025Q1: 1,669 shares; 2025Q2: 1,816 shares 1,816 $495K 0.04% +147 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,060 shares; 2023Q4: 7,973 shares; 2024Q1: 8,062 shares; 2024Q2: 7,936 shares; 2024Q3: 8,402 shares; 2024Q4: 6,937 shares; 2025Q1: 6,719 shares; 2025Q2: 6,756 shares 6,756 $480K 0.04% +37 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; 2023Q3: 3,400 shares; 2023Q4: 3,413 shares; 2024Q1: 3,814 shares; 2024Q2: 3,466 shares; 2024Q3: 3,446 shares; 2024Q4: 3,511 shares; 2025Q1: 4,021 shares; 2025Q2: 3,374 shares 3,374 $479K 0.04% -647 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 535,615 shares; 2023Q4: 563,578 shares; 2024Q1: 171,898 shares; 2024Q2: 44,479 shares; 2024Q3: 10,643 shares; 2024Q4: 12,909 shares; 2025Q1: 12,583 shares; 2025Q2: 11,844 shares 11,844 $478K 0.04% -739 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 12,084 shares; 2023Q4: 10,795 shares; 2024Q1: 11,641 shares; 2024Q2: 12,048 shares; 2024Q3: 12,048 shares; 2024Q4: 12,048 shares; 2025Q1: 12,048 shares; 2025Q2: 11,130 shares 11,130 $470K 0.04% -918 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; 2023Q3: not reported; 2023Q4: 1,805 shares; 2024Q1: 1,991 shares; 2024Q2: 1,976 shares; 2024Q3: 2,435 shares; 2024Q4: 2,610 shares; 2025Q1: 2,757 shares; 2025Q2: 3,426 shares 3,426 $457K 0.04% +669 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 13,998 shares; 2023Q4: 9,714 shares; 2024Q1: 11,573 shares; 2024Q2: 10,710 shares; 2024Q3: 10,274 shares; 2024Q4: 19,615 shares; 2025Q1: 19,489 shares; 2025Q2: 17,487 shares 17,487 $442K 0.04% -2,002 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,001 shares; 2023Q4: 2,005 shares; 2024Q1: 2,010 shares; 2024Q2: 2,014 shares; 2024Q3: 2,818 shares; 2024Q4: 2,846 shares; 2025Q1: 2,838 shares; 2025Q2: 2,843 shares 2,843 $439K 0.04% +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; 2023Q3: 82,618 shares; 2023Q4: 4,970 shares; 2024Q1: 4,067 shares; 2024Q2: 3,740 shares; 2024Q3: 5,050 shares; 2024Q4: 5,485 shares; 2025Q1: 4,744 shares; 2025Q2: 4,015 shares 4,015 $439K 0.04% -729 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,515 shares; 2023Q4: 4,520 shares; 2024Q1: 5,164 shares; 2024Q2: 4,499 shares; 2024Q3: 4,500 shares; 2024Q4: 6,741 shares; 2025Q1: 4,571 shares; 2025Q2: 4,521 shares 4,521 $415K 0.04% -50 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,269 shares; 2023Q4: 1,273 shares; 2024Q1: 1,237 shares; 2024Q2: 1,185 shares; 2024Q3: 1,211 shares; 2024Q4: 1,053 shares; 2025Q1: 1,048 shares; 2025Q2: 734 shares 734 $412K 0.04% -314 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,842 shares; 2023Q4: 3,513 shares; 2024Q1: 3,715 shares; 2024Q2: 3,556 shares; 2024Q3: 3,226 shares; 2024Q4: 2,945 shares; 2025Q1: 2,989 shares; 2025Q2: 3,002 shares 3,002 $408K 0.04% +13 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 18,379 shares; 2023Q4: 16,163 shares; 2024Q1: 10,391 shares; 2024Q2: 20,060 shares; 2024Q3: 18,379 shares; 2024Q4: 17,148 shares; 2025Q1: 15,816 shares; 2025Q2: 15,940 shares 15,940 $395K 0.04% +124 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,743 shares; 2025Q2: 20,770 shares 20,770 $391K 0.04% +27 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10,751 shares; 2024Q2: 10,751 shares; 2024Q3: 10,751 shares; 2024Q4: 10,782 shares; 2025Q1: 10,809 shares; 2025Q2: 10,841 shares 10,841 $389K 0.04% +32 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,206 shares; 2023Q4: 6,828 shares; 2024Q1: 7,043 shares; 2024Q2: 7,114 shares; 2024Q3: 7,004 shares; 2024Q4: 5,867 shares; 2025Q1: 5,549 shares; 2025Q2: 4,877 shares 4,877 $388K 0.04% -672 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 926 shares; 2023Q4: 924 shares; 2024Q1: 924 shares; 2024Q2: 924 shares; 2024Q3: 924 shares; 2024Q4: 927 shares; 2025Q1: 929 shares; 2025Q2: 1,106 shares 1,106 $375K 0.03% +177 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 338 shares; 2025Q2: 364 shares 364 $374K 0.03% +26 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; 2023Q3: 8,768 shares; 2023Q4: 13,710 shares; 2024Q1: 19,608 shares; 2024Q2: 19,684 shares; 2024Q3: 17,646 shares; 2024Q4: 21,482 shares; 2025Q1: 6,683 shares; 2025Q2: 6,556 shares 6,556 $373K 0.03% -127 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,602 shares; 2023Q4: 5,282 shares; 2024Q1: 5,996 shares; 2024Q2: 5,331 shares; 2024Q3: 5,377 shares; 2024Q4: 5,378 shares; 2025Q1: 5,377 shares; 2025Q2: 5,421 shares 5,421 $369K 0.03% +44 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,038 shares; 2024Q3: 2,432 shares; 2024Q4: 2,111 shares; 2025Q1: 2,167 shares; 2025Q2: 2,010 shares 2,010 $366K 0.03% -157 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; 2023Q3: 4,418 shares; 2023Q4: 4,677 shares; 2024Q1: 5,026 shares; 2024Q2: 4,698 shares; 2024Q3: 5,423 shares; 2024Q4: 5,390 shares; 2025Q1: 6,148 shares; 2025Q2: 5,271 shares 5,271 $366K 0.03% -877 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,034 shares; 2023Q4: 2,044 shares; 2024Q1: 2,044 shares; 2024Q2: 2,046 shares; 2024Q3: 2,122 shares; 2024Q4: 2,279 shares; 2025Q1: 2,204 shares; 2025Q2: 2,265 shares 2,265 $361K 0.03% +61 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,579 shares; 2024Q3: 1,730 shares; 2024Q4: 2,171 shares; 2025Q1: 1,714 shares; 2025Q2: 1,410 shares 1,410 $357K 0.03% -304 Timeline XLC 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; 2023Q3: not reported; 2023Q4: 3,344 shares; 2024Q1: 2,742 shares; 2024Q2: 2,820 shares; 2024Q3: 2,464 shares; 2024Q4: 3,572 shares; 2025Q1: 6,237 shares; 2025Q2: 3,268 shares 3,268 $355K 0.03% -2,969 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,018 shares; 2023Q4: 3,018 shares; 2024Q1: 3,051 shares; 2024Q2: 2,968 shares; 2024Q3: 2,968 shares; 2024Q4: 2,969 shares; 2025Q1: 2,968 shares; 2025Q2: 2,971 shares 2,971 $347K 0.03% +3 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 546,341 shares; 2023Q4: 11,311 shares; 2024Q1: 8,074 shares; 2024Q2: 5,702 shares; 2024Q3: 5,377 shares; 2024Q4: 4,564 shares; 2025Q1: 4,239 shares; 2025Q2: 3,742 shares 3,742 $340K 0.03% -497 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 26,300 shares; 2024Q3: 30,800 shares; 2024Q4: 30,800 shares; 2025Q1: 30,800 shares; 2025Q2: 30,800 shares 30,800 $340K 0.03% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,080 shares; 2023Q4: 4,090 shares; 2024Q1: 4,074 shares; 2024Q2: 4,075 shares; 2024Q3: 4,111 shares; 2024Q4: not reported; 2025Q1: 6,023 shares; 2025Q2: 12,752 shares 12,752 $338K 0.03% +6,729 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 925 shares; 2024Q4: 945 shares; 2025Q1: 947 shares; 2025Q2: 636 shares 636 $336K 0.03% -311 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,167 shares; 2023Q4: 2,182 shares; 2024Q1: 2,189 shares; 2024Q2: 2,189 shares; 2024Q3: 2,190 shares; 2024Q4: 2,189 shares; 2025Q1: 2,200 shares; 2025Q2: 2,232 shares 2,232 $334K 0.03% +32 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 512 shares; 2023Q4: 413 shares; 2024Q1: 383 shares; 2024Q2: 383 shares; 2024Q3: 383 shares; 2024Q4: 359 shares; 2025Q1: 373 shares; 2025Q2: 370 shares 370 $331K 0.03% -3 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; 2023Q3: 1,352 shares; 2023Q4: 1,358 shares; 2024Q1: 1,358 shares; 2024Q2: 1,359 shares; 2024Q3: 1,413 shares; 2024Q4: 1,414 shares; 2025Q1: 1,475 shares; 2025Q2: 1,490 shares 1,490 $330K 0.03% +15 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 1,817 shares; 2024Q1: 1,817 shares; 2024Q2: 1,545 shares; 2024Q3: 1,357 shares; 2024Q4: 1,258 shares; 2025Q1: 1,261 shares; 2025Q2: 1,015 shares 1,015 $318K 0.03% -246 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,293 shares; 2024Q2: 1,295 shares; 2024Q3: 1,371 shares; 2024Q4: not reported; 2025Q1: 1,440 shares; 2025Q2: 1,892 shares 1,892 $314K 0.03% +452 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; 2023Q3: 1,176 shares; 2023Q4: 1,196 shares; 2024Q1: 1,281 shares; 2024Q2: 1,196 shares; 2024Q3: 1,218 shares; 2024Q4: 1,077 shares; 2025Q1: 1,003 shares; 2025Q2: 992 shares 992 $309K 0.03% -11 Timeline ROM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,004 shares; 2024Q4: 4,004 shares; 2025Q1: 4,004 shares; 2025Q2: 4,005 shares 4,005 $305K 0.03% +1 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,110 shares; 2023Q4: 6,241 shares; 2024Q1: 5,620 shares; 2024Q2: 3,562 shares; 2024Q3: 2,930 shares; 2024Q4: 2,930 shares; 2025Q1: 2,907 shares; 2025Q2: 2,865 shares 2,865 $305K 0.03% -42 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,402 shares; 2023Q4: 2,414 shares; 2024Q1: 2,505 shares; 2024Q2: 2,581 shares; 2024Q3: 3,023 shares; 2024Q4: 3,091 shares; 2025Q1: 3,255 shares; 2025Q2: 3,336 shares 3,336 $299K 0.03% +81 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; 2023Q3: 590 shares; 2023Q4: 590 shares; 2024Q1: 491 shares; 2024Q2: 457 shares; 2024Q3: 499 shares; 2024Q4: 394 shares; 2025Q1: 398 shares; 2025Q2: 380 shares 380 $296K 0.03% -18 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,659 shares 4,659 $292K 0.03% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 916 shares; 2023Q4: 918 shares; 2024Q1: 923 shares; 2024Q2: 924 shares; 2024Q3: 925 shares; 2024Q4: 926 shares; 2025Q1: 938 shares; 2025Q2: 930 shares 930 $287K 0.03% -8 Timeline SVOL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 50,779 shares; 2023Q4: 70,758 shares; 2024Q1: 78,353 shares; 2024Q2: 84,278 shares; 2024Q3: 85,774 shares; 2024Q4: 80,329 shares; 2025Q1: 31,927 shares; 2025Q2: 15,238 shares 15,238 $280K 0.03% -16,689 Timeline MRSK NORTHERN LIGHTS FD TR More: the full row for NORTHERN LIGHTS FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,316 shares 8,316 $279K 0.03% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,521 shares; 2025Q2: 5,212 shares 5,212 $271K 0.02% +691 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 375 shares; 2024Q3: 405 shares; 2024Q4: 612 shares; 2025Q1: 408 shares; 2025Q2: 406 shares 406 $269K 0.02% -2 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 361 shares; 2024Q2: not reported; 2024Q3: 374 shares; 2024Q4: 375 shares; 2025Q1: 376 shares; 2025Q2: 377 shares 377 $263K 0.02% +1 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,347 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,902 shares 11,902 $263K 0.02% new Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,708 shares; 2025Q1: not reported; 2025Q2: 2,708 shares 2,708 $255K 0.02% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,612 shares; 2024Q2: 6,427 shares; 2024Q3: 4,224 shares; 2024Q4: 4,094 shares; 2025Q1: 3,774 shares; 2025Q2: 3,091 shares 3,091 $252K 0.02% -683 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 483 shares; 2024Q1: 477 shares; 2024Q2: 477 shares; 2024Q3: 512 shares; 2024Q4: 513 shares; 2025Q1: 490 shares; 2025Q2: 477 shares 477 $251K 0.02% -13 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 43 shares; 2025Q1: 46 shares; 2025Q2: 43 shares 43 $251K 0.02% -3 Timeline QQQH NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,773 shares; 2025Q2: 4,782 shares 4,782 $250K 0.02% +9 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,846 shares 5,846 $246K 0.02% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,936 shares; 2025Q2: 3,936 shares 3,936 $245K 0.02% 0 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,594 shares; 2024Q2: 3,594 shares; 2024Q3: 3,594 shares; 2024Q4: 3,611 shares; 2025Q1: 3,619 shares; 2025Q2: 3,639 shares 3,639 $244K 0.02% +20 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,087 shares; 2023Q4: 1,097 shares; 2024Q1: 1,098 shares; 2024Q2: 1,100 shares; 2024Q3: 1,117 shares; 2024Q4: 1,142 shares; 2025Q1: 1,007 shares; 2025Q2: 1,032 shares 1,032 $240K 0.02% +25 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,689 shares; 2023Q4: 2,644 shares; 2024Q1: 2,690 shares; 2024Q2: 2,582 shares; 2024Q3: 2,772 shares; 2024Q4: 2,760 shares; 2025Q1: 2,796 shares; 2025Q2: 2,615 shares 2,615 $240K 0.02% -181 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,635 shares; 2025Q2: 1,630 shares 1,630 $238K 0.02% -5 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 674 shares; 2023Q4: 674 shares; 2024Q1: 666 shares; 2024Q2: 619 shares; 2024Q3: 657 shares; 2024Q4: 650 shares; 2025Q1: 810 shares; 2025Q2: 613 shares 613 $237K 0.02% -197 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; 2023Q3: 1,022 shares; 2023Q4: 1,021 shares; 2024Q1: 1,087 shares; 2024Q2: 1,024 shares; 2024Q3: 1,025 shares; 2024Q4: 1,031 shares; 2025Q1: 1,035 shares; 2025Q2: 1,027 shares 1,027 $236K 0.02% -8 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,273 shares; 2024Q2: 1,273 shares; 2024Q3: 1,273 shares; 2024Q4: 1,276 shares; 2025Q1: 1,280 shares; 2025Q2: 1,284 shares 1,284 $235K 0.02% +4 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,650 shares; 2024Q3: 5,140 shares; 2024Q4: 4,159 shares; 2025Q1: 4,250 shares; 2025Q2: 4,179 shares 4,179 $235K 0.02% -71 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,998 shares; 2025Q1: not reported; 2025Q2: 2,007 shares 2,007 $232K 0.02% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 13,430 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 24,851 shares; 2024Q4: 21,159 shares; 2025Q1: 21,804 shares; 2025Q2: 20,639 shares 20,639 $224K 0.02% -1,165 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,592 shares; 2025Q2: 6,815 shares 6,815 $224K 0.02% +223 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 998 shares 998 $223K 0.02% new Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 264 shares 264 $219K 0.02% new 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; 2023Q3: 284,308 shares; 2023Q4: 309,356 shares; 2024Q1: 352,819 shares; 2024Q2: 369,646 shares; 2024Q3: 13,348 shares; 2024Q4: 11,067 shares; 2025Q1: 4,367 shares; 2025Q2: 2,622 shares 2,622 $217K 0.02% -1,745 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; 2023Q3: 6,789 shares; 2023Q4: 3,608 shares; 2024Q1: 3,525 shares; 2024Q2: 3,444 shares; 2024Q3: 3,721 shares; 2024Q4: 2,945 shares; 2025Q1: 3,048 shares; 2025Q2: 3,123 shares 3,123 $217K 0.02% +75 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 2,134 shares; 2024Q1: 2,031 shares; 2024Q2: not reported; 2024Q3: 2,576 shares; 2024Q4: 2,723 shares; 2025Q1: 2,485 shares; 2025Q2: 2,149 shares 2,149 $216K 0.02% -336 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 403 shares; 2025Q1: not reported; 2025Q2: 396 shares 396 $215K 0.02% new Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,329 shares 1,329 $215K 0.02% new 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,589 shares 1,589 $204K 0.02% new Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,007 shares 5,007 $203K 0.02% new Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 65,000 shares; 2023Q4: 65,000 shares; 2024Q1: 65,000 shares; 2024Q2: 65,000 shares; 2024Q3: 105,000 shares; 2024Q4: 125,000 shares; 2025Q1: 125,000 shares; 2025Q2: 135,000 shares 135,000 $181K 0.02% +10,000 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 23,797 shares; 2023Q4: not reported; 2024Q1: 55,087 shares; 2024Q2: 17,638 shares; 2024Q3: 11,645 shares; 2024Q4: 10,325 shares; 2025Q1: 10,752 shares; 2025Q2: 10,409 shares 10,409 $133K 0.01% -343 Timeline HUYA HUYA INC More: the full row for HUYA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 14,365 shares; 2024Q4: 18,367 shares; 2025Q1: 18,367 shares; 2025Q2: 29,576 shares 29,576 $104K 0.01% +11,209 Timeline HAFN HAFNIA LTD More: the full row for HAFNIA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares 12,500 $62.4K 0.01% 0 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 17,598 shares; 2024Q4: 17,598 shares; 2025Q1: 17,598 shares; 2025Q2: 17,598 shares 17,598 $45.6K <0.01% 0 Timeline HKD AMTD DIGITAL INC More: the full row for AMTD DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 50,260 shares; 2023Q4: 20,260 shares; 2024Q1: 20,260 shares; 2024Q2: 20,260 shares; 2024Q3: 20,260 shares; 2024Q4: 20,260 shares; 2025Q1: 20,260 shares; 2025Q2: 20,260 shares 20,260 $35.5K <0.01% 0 Timeline ORION ENERGY SYSTEMS INC ORION ENERGY SYSTEMS INC More: the full row for ORION ENERGY SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 15,000 shares; 2023Q4: 15,000 shares; 2024Q1: 15,000 shares; 2024Q2: 15,000 shares; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares 15,000 $9K <0.01% 0 WWR WESTWATER RES INC More: the full row for WESTWATER RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11,100 shares; 2025Q1: 11,000 shares; 2025Q2: 10,000 shares 10,000 $6.01K <0.01% -1,000 Timeline BZAIW BLAIZE HLDGS INC More: the full row for BLAIZE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares 10,000 $3.84K <0.01% 0 Timeline CGTX COGNITION THERAPEUTICS INC More: the full row for COGNITION THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 12,000 shares; 2024Q1: 12,000 shares; 2024Q2: 12,000 shares; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares 12,000 $3.72K <0.01% 0 Timeline