SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 275,244 shares; 2024Q4: 272,187 shares; 2025Q1: 220,538 shares; 2025Q2: 78,370 shares; 2025Q3: 73,614 shares; 2025Q4: 71,779 shares; 2026Q1: 74,877 shares; 2026Q2: 177,442 shares 177,442 $15.6M 6.98% +102,565 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: not reported; 2024Q4: 6,027 shares; 2025Q1: 21,379 shares; 2025Q2: 43,234 shares; 2025Q3: 63,654 shares; 2025Q4: 165,108 shares; 2026Q1: 155,958 shares; 2026Q2: 158,068 shares 158,068 $14.5M 6.48% +2,110 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: 103,670 shares; 2025Q3: 123,520 shares; 2025Q4: 130,484 shares; 2026Q1: 122,479 shares; 2026Q2: 127,682 shares 127,682 $12.9M 5.75% +5,203 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 189,266 shares; 2025Q3: 228,841 shares; 2025Q4: 252,878 shares; 2026Q1: 219,764 shares; 2026Q2: 221,477 shares 221,477 $11.2M 5.01% +1,713 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,345 shares; 2024Q4: 84,444 shares; 2025Q1: 89,509 shares; 2025Q2: 68,171 shares; 2025Q3: 62,630 shares; 2025Q4: 67,919 shares; 2026Q1: 69,972 shares; 2026Q2: 70,464 shares 70,464 $9.69M 4.34% +492 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 236,349 shares; 2026Q2: 253,825 shares 253,825 $9.29M 4.16% +17,476 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,384 shares; 2024Q4: 145,730 shares; 2025Q1: 153,935 shares; 2025Q2: 127,285 shares; 2025Q3: 152,206 shares; 2025Q4: 153,118 shares; 2026Q1: 131,958 shares; 2026Q2: 134,007 shares 134,007 $9.11M 4.08% +2,049 Timeline VUSB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 142,021 shares; 2026Q2: 179,021 shares 179,021 $8.91M 3.99% +37,000 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59,113 shares; 2026Q2: 76,633 shares 76,633 $7.73M 3.46% +17,520 Timeline BLCV BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 206,208 shares; 2026Q2: 167,230 shares 167,230 $6.91M 3.09% -38,978 Timeline OEF 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: 7,559 shares; 2025Q3: 16,454 shares; 2025Q4: 16,816 shares; 2026Q1: 16,251 shares; 2026Q2: 16,049 shares 16,049 $5.87M 2.63% -202 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,111 shares; 2024Q4: 23,987 shares; 2025Q1: 23,714 shares; 2025Q2: 17,810 shares; 2025Q3: 16,487 shares; 2025Q4: 15,855 shares; 2026Q1: 144,555 shares; 2026Q2: 246,181 shares 246,181 $5.61M 2.51% +101,626 Timeline BRTR BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 110,089 shares; 2025Q2: 113,098 shares; 2025Q3: 107,286 shares; 2025Q4: 98,942 shares; 2026Q1: 96,518 shares; 2026Q2: 101,406 shares 101,406 $5.1M 2.28% +4,888 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,523 shares; 2025Q3: 93,594 shares; 2025Q4: 98,123 shares; 2026Q1: 104,177 shares; 2026Q2: 84,801 shares 84,801 $4.47M 2% -19,376 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,915 shares; 2024Q4: 26,257 shares; 2025Q1: 36,407 shares; 2025Q2: 46,210 shares; 2025Q3: 103,666 shares; 2025Q4: 121,613 shares; 2026Q1: 83,151 shares; 2026Q2: 50,566 shares 50,566 $4.19M 1.87% -32,585 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,779 shares; 2025Q1: 21,572 shares; 2025Q2: 19,384 shares; 2025Q3: 20,030 shares; 2025Q4: 31,621 shares; 2026Q1: 33,715 shares; 2026Q2: 23,763 shares 23,763 $3.84M 1.72% -9,952 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,568 shares; 2024Q4: 8,568 shares; 2025Q1: 8,568 shares; 2025Q2: 8,418 shares; 2025Q3: 8,418 shares; 2025Q4: 8,418 shares; 2026Q1: 8,418 shares; 2026Q2: 8,338 shares 8,338 $3.55M 1.59% -80 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,304 shares; 2026Q1: 43,137 shares; 2026Q2: 46,017 shares 46,017 $3.48M 1.56% +2,880 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,262 shares; 2024Q4: 263,380 shares; 2025Q1: 315,850 shares; 2025Q2: 230,955 shares; 2025Q3: 166,908 shares; 2025Q4: 157,527 shares; 2026Q1: 150,695 shares; 2026Q2: 147,971 shares 147,971 $3.42M 1.53% -2,724 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 115,305 shares 115,305 $3.23M 1.45% new Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 141,047 shares; 2025Q2: 122,278 shares; 2025Q3: 124,510 shares; 2025Q4: 123,279 shares; 2026Q1: 128,424 shares; 2026Q2: 142,862 shares 142,862 $3.19M 1.43% +14,438 Timeline ICVT 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: 4,340 shares; 2025Q2: 27,819 shares; 2025Q3: 27,970 shares; 2025Q4: 29,127 shares; 2026Q1: 27,710 shares; 2026Q2: 25,561 shares 25,561 $3.11M 1.39% -2,149 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,673 shares; 2026Q2: 57,298 shares 57,298 $2.89M 1.29% +2,625 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,012 shares; 2024Q4: 8,172 shares; 2025Q1: 7,912 shares; 2025Q2: 10,301 shares; 2025Q3: 11,345 shares; 2025Q4: 11,483 shares; 2026Q1: 12,346 shares; 2026Q2: 11,963 shares 11,963 $2.85M 1.28% -383 Timeline SHLD 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: 22,411 shares; 2025Q4: 23,697 shares; 2026Q1: 34,944 shares; 2026Q2: 47,637 shares 47,637 $2.84M 1.27% +12,693 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,535 shares; 2024Q4: 43,003 shares; 2025Q1: 67,827 shares; 2025Q2: 67,536 shares; 2025Q3: 65,748 shares; 2025Q4: 64,505 shares; 2026Q1: 55,874 shares; 2026Q2: 52,610 shares 52,610 $2.75M 1.23% -3,264 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66,682 shares; 2025Q3: 76,879 shares; 2025Q4: 78,560 shares; 2026Q1: 82,330 shares; 2026Q2: 61,315 shares 61,315 $2.64M 1.18% -21,015 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: 2,431 shares; 2024Q4: 2,431 shares; 2025Q1: 2,431 shares; 2025Q2: 2,875 shares; 2025Q3: 3,956 shares; 2025Q4: 4,164 shares; 2026Q1: 4,349 shares; 2026Q2: 5,074 shares 5,074 $2.54M 1.14% +725 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: 4,733 shares; 2024Q4: 4,736 shares; 2025Q1: 4,739 shares; 2025Q2: 6,196 shares; 2025Q3: 6,291 shares; 2025Q4: 6,303 shares; 2026Q1: 6,484 shares; 2026Q2: 6,220 shares 6,220 $2.32M 1.04% -264 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,567 shares; 2024Q4: 101,031 shares; 2025Q1: 112,584 shares; 2025Q2: 121,414 shares; 2025Q3: 119,400 shares; 2025Q4: 106,639 shares; 2026Q1: 72,321 shares; 2026Q2: 29,634 shares 29,634 $2.27M 1.02% -42,687 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,371 shares; 2025Q3: 35,201 shares; 2025Q4: 33,180 shares; 2026Q1: 45,269 shares; 2026Q2: 46,652 shares 46,652 $2.26M 1.01% +1,383 Timeline TLH 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: 26,861 shares; 2025Q3: 24,997 shares; 2025Q4: 18,796 shares; 2026Q1: 17,452 shares; 2026Q2: 17,295 shares 17,295 $1.74M 0.78% -157 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: 16,312 shares; 2024Q4: 13,755 shares; 2025Q1: 13,067 shares; 2025Q2: 5,061 shares; 2025Q3: 19,445 shares; 2025Q4: 26,537 shares; 2026Q1: 35,400 shares; 2026Q2: 18,486 shares 18,486 $1.6M 0.71% -16,914 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,398 shares; 2024Q4: 41,771 shares; 2025Q1: 46,675 shares; 2025Q2: 43,322 shares; 2025Q3: 42,028 shares; 2025Q4: 26,456 shares; 2026Q1: 25,825 shares; 2026Q2: 6,961 shares 6,961 $1.53M 0.68% -18,864 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,179 shares; 2024Q4: 154,419 shares; 2025Q1: 59,195 shares; 2025Q2: 37,627 shares; 2025Q3: 34,954 shares; 2025Q4: 34,717 shares; 2026Q1: 33,189 shares; 2026Q2: 31,503 shares 31,503 $1.45M 0.65% -1,686 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: 2,959 shares; 2024Q4: 3,709 shares; 2025Q1: 3,220 shares; 2025Q2: 4,543 shares; 2025Q3: 5,335 shares; 2025Q4: 5,338 shares; 2026Q1: 5,242 shares; 2026Q2: 4,788 shares 4,788 $1.39M 0.62% -454 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,097 shares; 2024Q4: 56,654 shares; 2025Q1: 58,285 shares; 2025Q2: 29,338 shares; 2025Q3: 7,960 shares; 2025Q4: 5,398 shares; 2026Q1: 4,263 shares; 2026Q2: 11,088 shares 11,088 $1.38M 0.62% +6,825 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,129 shares; 2024Q4: 15,578 shares; 2025Q1: 15,590 shares; 2025Q2: 15,938 shares; 2025Q3: 15,821 shares; 2025Q4: 15,620 shares; 2026Q1: 15,624 shares; 2026Q2: 20,263 shares 20,263 $1.31M 0.59% +4,639 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,764 shares; 2024Q4: 1,504 shares; 2025Q1: 1,004 shares; 2025Q2: 1,165 shares; 2025Q3: 1,248 shares; 2025Q4: 1,248 shares; 2026Q1: 1,248 shares; 2026Q2: 1,857 shares 1,857 $1.28M 0.57% +609 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: 2,044 shares; 2024Q4: 2,045 shares; 2025Q1: 2,045 shares; 2025Q2: 4,347 shares; 2025Q3: 7,899 shares; 2025Q4: 7,903 shares; 2026Q1: 6,026 shares; 2026Q2: 5,824 shares 5,824 $1.17M 0.52% -202 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,599 shares; 2025Q2: 22,961 shares; 2025Q3: 33,785 shares; 2025Q4: 31,439 shares; 2026Q1: 12,537 shares; 2026Q2: 14,573 shares 14,573 $1.1M 0.49% +2,036 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; 2024Q3: 16,811 shares; 2024Q4: 16,870 shares; 2025Q1: 23,631 shares; 2025Q2: 13,086 shares; 2025Q3: 14,424 shares; 2025Q4: 16,052 shares; 2026Q1: 16,524 shares; 2026Q2: 21,454 shares 21,454 $1.08M 0.48% +4,930 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,967 shares; 2024Q4: 43,801 shares; 2025Q1: 56,966 shares; 2025Q2: 56,601 shares; 2025Q3: 19,267 shares; 2025Q4: 19,499 shares; 2026Q1: 14,688 shares; 2026Q2: 10,050 shares 10,050 $1.03M 0.46% -4,638 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,359 shares; 2024Q4: 3,359 shares; 2025Q1: 3,359 shares; 2025Q2: 3,359 shares; 2025Q3: 3,350 shares; 2025Q4: 3,350 shares; 2026Q1: 3,350 shares; 2026Q2: 3,350 shares 3,350 $1.01M 0.45% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,494 shares; 2024Q4: 21,028 shares; 2025Q1: 11,792 shares; 2025Q2: 4,962 shares; 2025Q3: 4,366 shares; 2025Q4: 4,457 shares; 2026Q1: 4,271 shares; 2026Q2: 4,254 shares 4,254 $966K 0.43% -17 Timeline IDV 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: 21,641 shares; 2025Q3: 28,549 shares; 2025Q4: 32,026 shares; 2026Q1: 37,406 shares; 2026Q2: 21,746 shares 21,746 $901K 0.4% -15,660 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD 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: 28,124 shares 28,124 $804K 0.36% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,761 shares; 2024Q4: 17,828 shares; 2025Q1: 20,748 shares; 2025Q2: 16,443 shares; 2025Q3: 5,565 shares; 2025Q4: 4,070 shares; 2026Q1: 3,280 shares; 2026Q2: 2,912 shares 2,912 $735K 0.33% -368 Timeline SPEM 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; 2024Q3: 16,305 shares; 2024Q4: 15,799 shares; 2025Q1: 16,264 shares; 2025Q2: 13,487 shares; 2025Q3: 13,733 shares; 2025Q4: 13,379 shares; 2026Q1: 13,379 shares; 2026Q2: 13,761 shares 13,761 $713K 0.32% +382 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP 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: 38,951 shares 38,951 $704K 0.31% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,365 shares; 2024Q4: 37,836 shares; 2025Q1: 11,153 shares; 2025Q2: 7,994 shares; 2025Q3: 7,321 shares; 2025Q4: 7,344 shares; 2026Q1: 6,839 shares; 2026Q2: 7,091 shares 7,091 $670K 0.3% +252 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,743 shares; 2025Q2: 13,156 shares; 2025Q3: 13,279 shares; 2025Q4: 13,290 shares; 2026Q1: 13,675 shares; 2026Q2: 13,495 shares 13,495 $615K 0.28% -180 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: 528 shares; 2024Q4: 770 shares; 2025Q1: 733 shares; 2025Q2: 733 shares; 2025Q3: 734 shares; 2025Q4: 735 shares; 2026Q1: 736 shares; 2026Q2: 821 shares 821 $605K 0.27% +85 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,026 shares; 2025Q1: 8,957 shares; 2025Q2: 6,137 shares; 2025Q3: 6,293 shares; 2025Q4: 6,363 shares; 2026Q1: 6,891 shares; 2026Q2: 6,888 shares 6,888 $547K 0.24% -3 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,907 shares; 2025Q2: 7,189 shares; 2025Q3: 9,826 shares; 2025Q4: 10,264 shares; 2026Q1: 9,239 shares; 2026Q2: 8,885 shares 8,885 $544K 0.24% -354 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,660 shares; 2024Q4: 8,205 shares; 2025Q1: 9,471 shares; 2025Q2: 8,930 shares; 2025Q3: 8,936 shares; 2025Q4: 8,902 shares; 2026Q1: 8,413 shares; 2026Q2: 6,678 shares 6,678 $535K 0.24% -1,735 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,032 shares; 2025Q3: 831 shares; 2025Q4: 841 shares; 2026Q1: 907 shares; 2026Q2: 522 shares 522 $528K 0.24% -385 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,008 shares; 2024Q4: 5,501 shares; 2025Q1: 7,942 shares; 2025Q2: 8,955 shares; 2025Q3: 8,937 shares; 2025Q4: 8,987 shares; 2026Q1: 8,606 shares; 2026Q2: 10,544 shares 10,544 $500K 0.22% +1,938 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,020 shares; 2024Q4: 1,065 shares; 2025Q1: 1,020 shares; 2025Q2: 1,060 shares; 2025Q3: 1,155 shares; 2025Q4: 1,155 shares; 2026Q1: 1,152 shares; 2026Q2: 1,172 shares 1,172 $493K 0.22% +20 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,906 shares; 2024Q4: 5,712 shares; 2025Q1: 5,683 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,477 shares; 2026Q2: 9,472 shares 9,472 $479K 0.21% +3,995 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: 15,789 shares; 2024Q4: 15,789 shares; 2025Q1: 15,789 shares; 2025Q2: 15,789 shares; 2025Q3: 10,289 shares; 2025Q4: 10,289 shares; 2026Q1: 10,249 shares; 2026Q2: 10,249 shares 10,249 $467K 0.21% 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; 2024Q3: not reported; 2024Q4: 648 shares; 2025Q1: 620 shares; 2025Q2: 1,667 shares; 2025Q3: 1,856 shares; 2025Q4: 1,864 shares; 2026Q1: 1,896 shares; 2026Q2: 1,342 shares 1,342 $461K 0.21% -554 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S 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: 14,088 shares; 2025Q3: 12,594 shares; 2025Q4: 13,633 shares; 2026Q1: 16,529 shares; 2026Q2: 15,135 shares 15,135 $460K 0.21% -1,394 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 530 shares; 2024Q4: 533 shares; 2025Q1: not reported; 2025Q2: 494 shares; 2025Q3: 562 shares; 2025Q4: 527 shares; 2026Q1: 528 shares; 2026Q2: 615 shares 615 $460K 0.21% +87 Timeline HEFA 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: 8,839 shares; 2025Q2: 13,710 shares; 2025Q3: 14,419 shares; 2025Q4: 14,635 shares; 2026Q1: 14,546 shares; 2026Q2: 9,624 shares 9,624 $452K 0.2% -4,922 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: 19,427 shares; 2024Q4: 19,427 shares; 2025Q1: 19,427 shares; 2025Q2: 19,504 shares; 2025Q3: 20,048 shares; 2025Q4: 6,515 shares; 2026Q1: 11,670 shares; 2026Q2: 11,670 shares 11,670 $450K 0.2% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,967 shares; 2024Q4: 2,422 shares; 2025Q1: 2,122 shares; 2025Q2: 2,369 shares; 2025Q3: 2,376 shares; 2025Q4: 2,382 shares; 2026Q1: 2,255 shares; 2026Q2: 2,701 shares 2,701 $442K 0.2% +446 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: 706 shares; 2024Q4: 706 shares; 2025Q1: 707 shares; 2025Q2: 707 shares; 2025Q3: 878 shares; 2025Q4: 878 shares; 2026Q1: 876 shares; 2026Q2: 784 shares 784 $441K 0.2% -92 Timeline SPSM 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: 5,988 shares; 2024Q4: 5,449 shares; 2025Q1: not reported; 2025Q2: 6,434 shares; 2025Q3: 8,062 shares; 2025Q4: 7,735 shares; 2026Q1: 7,462 shares; 2026Q2: 7,271 shares 7,271 $419K 0.19% -191 Timeline TFLO 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: 8,180 shares; 2026Q1: 5,280 shares; 2026Q2: 8,041 shares 8,041 $407K 0.18% +2,761 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: 319 shares; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 424 shares; 2025Q3: 432 shares; 2025Q4: 425 shares; 2026Q1: 408 shares; 2026Q2: 408 shares 408 $382K 0.17% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 915 shares; 2025Q4: 906 shares; 2026Q1: 906 shares; 2026Q2: 1,077 shares 1,077 $380K 0.17% +171 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,060 shares; 2026Q2: 7,291 shares 7,291 $378K 0.17% +2,231 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,555 shares; 2025Q3: 1,684 shares; 2025Q4: 1,766 shares; 2026Q1: 1,744 shares; 2026Q2: 904 shares 904 $376K 0.17% -840 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,886 shares; 2024Q4: 3,261 shares; 2025Q1: 3,684 shares; 2025Q2: 3,473 shares; 2025Q3: 3,466 shares; 2025Q4: 3,480 shares; 2026Q1: 3,279 shares; 2026Q2: 2,632 shares 2,632 $375K 0.17% -647 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 898 shares; 2024Q4: 898 shares; 2025Q1: 923 shares; 2025Q2: 899 shares; 2025Q3: 847 shares; 2025Q4: 848 shares; 2026Q1: 848 shares; 2026Q2: 4,217 shares 4,217 $371K 0.17% +3,369 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,106 shares; 2025Q3: 856 shares; 2025Q4: 853 shares; 2026Q1: 816 shares; 2026Q2: 338 shares 338 $360K 0.16% -478 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,189 shares; 2026Q2: 6,676 shares 6,676 $352K 0.16% -4,513 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,684 shares; 2026Q1: 3,318 shares; 2026Q2: 3,901 shares 3,901 $346K 0.15% +583 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,149 shares; 2024Q4: 16,979 shares; 2025Q1: 19,362 shares; 2025Q2: 18,943 shares; 2025Q3: 20,421 shares; 2025Q4: 20,630 shares; 2026Q1: 19,561 shares; 2026Q2: 14,807 shares 14,807 $343K 0.15% -4,754 Timeline INRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 138,078 shares; 2025Q2: 85,071 shares; 2025Q3: 91,922 shares; 2025Q4: 91,977 shares; 2026Q1: 12,711 shares; 2026Q2: 9,058 shares 9,058 $332K 0.15% -3,653 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; 2024Q3: 72 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 73 shares; 2026Q1: 73 shares; 2026Q2: 1,835 shares 1,835 $327K 0.15% +1,762 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,270 shares; 2025Q4: 1,272 shares; 2026Q1: 1,291 shares; 2026Q2: 1,282 shares 1,282 $326K 0.15% -9 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: 1,070 shares; 2024Q4: 1,070 shares; 2025Q1: 1,070 shares; 2025Q2: 1,070 shares; 2025Q3: 1,073 shares; 2025Q4: 1,029 shares; 2026Q1: 1,032 shares; 2026Q2: 874 shares 874 $323K 0.14% -158 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,643 shares; 2025Q3: 1,706 shares; 2025Q4: 1,722 shares; 2026Q1: 1,794 shares; 2026Q2: 1,442 shares 1,442 $312K 0.14% -352 Timeline SPMD 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: 4,556 shares; 2024Q4: 4,420 shares; 2025Q1: 4,423 shares; 2025Q2: 4,608 shares; 2025Q3: 4,561 shares; 2025Q4: 4,581 shares; 2026Q1: 4,584 shares; 2026Q2: 4,508 shares 4,508 $305K 0.14% -76 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER 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: 4,590 shares; 2026Q1: 5,359 shares; 2026Q2: 5,308 shares 5,308 $298K 0.13% -51 Timeline STIP 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: 2,750 shares; 2025Q3: 2,629 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,909 shares 2,909 $297K 0.13% new Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,948 shares; 2024Q4: 9,104 shares; 2025Q1: 10,763 shares; 2025Q2: 7,253 shares; 2025Q3: 7,215 shares; 2025Q4: 7,190 shares; 2026Q1: 6,820 shares; 2026Q2: 4,200 shares 4,200 $292K 0.13% -2,620 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 888 shares; 2025Q4: 889 shares; 2026Q1: 889 shares; 2026Q2: 814 shares 814 $291K 0.13% -75 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE 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: 760 shares; 2025Q4: 761 shares; 2026Q1: 762 shares; 2026Q2: 763 shares 763 $285K 0.13% +1 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 234 shares; 2026Q1: 235 shares; 2026Q2: 235 shares 235 $282K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,994 shares 1,994 $278K 0.12% new Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,324 shares; 2025Q3: 1,287 shares; 2025Q4: 1,337 shares; 2026Q1: 1,300 shares; 2026Q2: 784 shares 784 $276K 0.12% -516 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 327 shares; 2025Q3: 339 shares; 2025Q4: 334 shares; 2026Q1: 313 shares; 2026Q2: 352 shares 352 $264K 0.12% +39 Timeline CSHP BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,668 shares; 2026Q2: 2,621 shares 2,621 $261K 0.12% -1,047 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP 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: 8,650 shares; 2026Q2: 8,650 shares 8,650 $261K 0.12% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,030 shares; 2025Q3: 1,060 shares; 2025Q4: 1,069 shares; 2026Q1: 1,190 shares; 2026Q2: 789 shares 789 $258K 0.12% -401 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,197 shares; 2025Q3: 1,074 shares; 2025Q4: 1,072 shares; 2026Q1: 1,122 shares; 2026Q2: 754 shares 754 $255K 0.11% -368 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW 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: 671 shares; 2026Q2: 671 shares 671 $249K 0.11% 0 Timeline FLOT 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: 4,850 shares 4,850 $248K 0.11% new Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,737 shares 2,737 $242K 0.11% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,011 shares; 2025Q3: 1,047 shares; 2025Q4: 1,058 shares; 2026Q1: 1,041 shares; 2026Q2: 667 shares 667 $230K 0.1% -374 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 188 shares 188 $221K 0.1% new 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: not reported; 2025Q2: 964 shares; 2025Q3: 985 shares; 2025Q4: 988 shares; 2026Q1: 1,039 shares; 2026Q2: 773 shares 773 $217K 0.1% -266 Timeline DJD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,374 shares 3,374 $214K 0.1% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,719 shares; 2026Q1: not reported; 2026Q2: 3,749 shares 3,749 $214K 0.1% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO 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: 3,667 shares 3,667 $211K 0.09% new Timeline 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,070 shares; 2025Q3: 1,063 shares; 2025Q4: 1,065 shares; 2026Q1: 1,071 shares; 2026Q2: 636 shares 636 $210K 0.09% -435 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,083 shares; 2025Q3: 1,214 shares; 2025Q4: 1,222 shares; 2026Q1: 1,231 shares; 2026Q2: 773 shares 773 $209K 0.09% -458 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 519 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,396 shares 2,396 $206K 0.09% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG 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: 1,311 shares 1,311 $205K 0.09% new Timeline CHYM CHIME FINL INC More: the full row for CHIME FINL 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: 10,000 shares 10,000 $205K 0.09% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 919 shares; 2025Q3: 985 shares; 2025Q4: 991 shares; 2026Q1: 916 shares; 2026Q2: 558 shares 558 $202K 0.09% -358 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,593 shares 2,593 $201K 0.09% new Timeline GWX 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,575 shares 4,575 $200K 0.09% new Timeline BFLY BUTTERFLY NETWORK INC More: the full row for BUTTERFLY NETWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,670 shares; 2024Q4: 23,670 shares; 2025Q1: 23,670 shares; 2025Q2: 23,670 shares; 2025Q3: 23,670 shares; 2025Q4: 23,670 shares; 2026Q1: 23,670 shares; 2026Q2: 23,670 shares 23,670 $199K 0.09% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,318 shares 14,318 $198K 0.09% new Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM 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: 11,367 shares; 2025Q4: 11,367 shares; 2026Q1: 11,367 shares; 2026Q2: 11,367 shares 11,367 $128K 0.06% 0 Timeline TOON KARTOON STUDIOS INC. More: the full row for KARTOON STUDIOS 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: 18,151 shares 18,151 $12.9K 0.01% new Timeline