GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,671 shares; 2024Q4: 90,660 shares; 2025Q1: 89,638 shares; 2025Q2: 89,636 shares; 2025Q3: 91,076 shares; 2025Q4: 88,946 shares; 2026Q1: 133,681 shares; 2026Q2: 133,757 shares 133,757 $47.8M 8.91% +76 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: 122,726 shares; 2024Q4: 125,056 shares; 2025Q1: 109,468 shares; 2025Q2: 109,882 shares; 2025Q3: 110,870 shares; 2025Q4: 78,033 shares; 2026Q1: 145,709 shares; 2026Q2: 145,780 shares 145,780 $29.1M 5.43% +71 Timeline FSUN FIRSTSUN CAP BANCORP More: the full row for FIRSTSUN CAP BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 623,704 shares; 2026Q2: 623,704 shares 623,704 $24.2M 4.51% 0 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; 2024Q3: 187,503 shares; 2024Q4: 190,660 shares; 2025Q1: 196,473 shares; 2025Q2: 197,684 shares; 2025Q3: 201,851 shares; 2025Q4: 181,521 shares; 2026Q1: 245,370 shares; 2026Q2: 243,112 shares 243,112 $21.5M 4.01% -2,258 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: 27,391 shares; 2024Q4: 26,493 shares; 2025Q1: 26,359 shares; 2025Q2: 25,238 shares; 2025Q3: 22,127 shares; 2025Q4: 22,495 shares; 2026Q1: 23,456 shares; 2026Q2: 24,516 shares 24,516 $18.3M 3.41% +1,060 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: 11,311 shares; 2024Q4: 11,311 shares; 2025Q1: 10,184 shares; 2025Q2: 10,202 shares; 2025Q3: 10,136 shares; 2025Q4: 10,266 shares; 2026Q1: 14,395 shares; 2026Q2: 14,411 shares 14,411 $17.3M 3.23% +16 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: 25,452 shares; 2024Q4: 25,248 shares; 2025Q1: 22,618 shares; 2025Q2: 22,708 shares; 2025Q3: 22,943 shares; 2025Q4: 19,280 shares; 2026Q1: 41,897 shares; 2026Q2: 45,599 shares 45,599 $17M 3.17% +3,702 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 445 shares; 2026Q1: 22,179 shares; 2026Q2: 22,177 shares 22,177 $16.3M 3.04% -2 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: 22,559 shares; 2024Q4: 22,165 shares; 2025Q1: 22,800 shares; 2025Q2: 26,497 shares; 2025Q3: 26,563 shares; 2025Q4: 22,248 shares; 2026Q1: 23,371 shares; 2026Q2: 23,371 shares 23,371 $16.1M 2.99% 0 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: 5,544 shares; 2024Q4: 5,756 shares; 2025Q1: 5,455 shares; 2025Q2: 4,803 shares; 2025Q3: 4,572 shares; 2025Q4: 4,534 shares; 2026Q1: 66,276 shares; 2026Q2: 66,180 shares 66,180 $15.8M 2.94% -96 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,285 shares; 2024Q4: 17,285 shares; 2025Q1: 17,285 shares; 2025Q2: 17,298 shares; 2025Q3: 17,285 shares; 2025Q4: 17,285 shares; 2026Q1: 17,300 shares; 2026Q2: 17,300 shares 17,300 $13.2M 2.46% 0 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: 92,466 shares; 2024Q4: 122,458 shares; 2025Q1: 63,075 shares; 2025Q2: 1,617 shares; 2025Q3: 74,700 shares; 2025Q4: not reported; 2026Q1: 145,688 shares; 2026Q2: 139,847 shares 139,847 $12.8M 2.39% -5,841 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,395 shares; 2024Q4: 167,957 shares; 2025Q1: 168,006 shares; 2025Q2: 168,042 shares; 2025Q3: 152,740 shares; 2025Q4: 137,467 shares; 2026Q1: 122,467 shares; 2026Q2: 92,467 shares 92,467 $12.5M 2.33% -30,000 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 87,936 shares; 2025Q2: 102,755 shares; 2025Q3: 29,553 shares; 2025Q4: 130,842 shares; 2026Q1: not reported; 2026Q2: 473,232 shares 473,232 $11.6M 2.16% new Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,980 shares; 2024Q4: 45,327 shares; 2025Q1: 46,152 shares; 2025Q2: 46,152 shares; 2025Q3: 45,878 shares; 2025Q4: 42,931 shares; 2026Q1: 45,177 shares; 2026Q2: 45,522 shares 45,522 $9.69M 1.81% +345 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,891 shares; 2026Q2: 28,154 shares 28,154 $9.43M 1.76% -13,737 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 537 shares; 2025Q3: 704 shares; 2025Q4: 788 shares; 2026Q1: 18,004 shares; 2026Q2: 18,654 shares 18,654 $8.9M 1.66% +650 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: 12,978 shares; 2024Q4: 12,981 shares; 2025Q1: 13,111 shares; 2025Q2: 13,111 shares; 2025Q3: 12,890 shares; 2025Q4: 12,890 shares; 2026Q1: 17,736 shares; 2026Q2: 17,738 shares 17,738 $8.88M 1.65% +2 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,296 shares; 2024Q4: 48,727 shares; 2025Q1: 51,124 shares; 2025Q2: 39,311 shares; 2025Q3: 45,752 shares; 2025Q4: 45,602 shares; 2026Q1: 53,051 shares; 2026Q2: 52,632 shares 52,632 $8.23M 1.53% -419 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,847 shares; 2026Q2: 7,847 shares 7,847 $7.68M 1.43% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,356 shares; 2024Q4: 7,356 shares; 2025Q1: 6,881 shares; 2025Q2: 2,826 shares; 2025Q3: 17,615 shares; 2025Q4: 35,074 shares; 2026Q1: 52,409 shares; 2026Q2: 65,933 shares 65,933 $7.53M 1.4% +13,524 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,302 shares; 2024Q4: 75,302 shares; 2025Q1: not reported; 2025Q2: 58,906 shares; 2025Q3: 40,241 shares; 2025Q4: 38,119 shares; 2026Q1: 131,947 shares; 2026Q2: 131,947 shares 131,947 $7.45M 1.39% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 480 shares; 2025Q1: 1,131 shares; 2025Q2: 1,334 shares; 2025Q3: 1,702 shares; 2025Q4: 1,686 shares; 2026Q1: 19,264 shares; 2026Q2: 19,044 shares 19,044 $7.19M 1.34% -220 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,773 shares; 2024Q4: 50,777 shares; 2025Q1: 55,943 shares; 2025Q2: 54,234 shares; 2025Q3: 58,706 shares; 2025Q4: 56,436 shares; 2026Q1: 62,539 shares; 2026Q2: 62,544 shares 62,544 $6.84M 1.28% +5 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,907 shares; 2024Q4: 69,544 shares; 2025Q1: 75,238 shares; 2025Q2: 73,046 shares; 2025Q3: 85,168 shares; 2025Q4: 71,059 shares; 2026Q1: 101,295 shares; 2026Q2: 98,920 shares 98,920 $6.77M 1.26% -2,375 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,027 shares; 2024Q4: 61,228 shares; 2025Q1: 66,577 shares; 2025Q2: 67,392 shares; 2025Q3: 52,653 shares; 2025Q4: 47,452 shares; 2026Q1: 72,317 shares; 2026Q2: 70,889 shares 70,889 $6.61M 1.23% -1,428 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: 10,184 shares; 2024Q4: 9,652 shares; 2025Q1: 6,322 shares; 2025Q2: 6,825 shares; 2025Q3: 5,798 shares; 2025Q4: 5,745 shares; 2026Q1: 21,671 shares; 2026Q2: 21,709 shares 21,709 $6.29M 1.17% +38 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,378 shares; 2024Q4: 70,372 shares; 2025Q1: 74,695 shares; 2025Q2: 74,825 shares; 2025Q3: 78,819 shares; 2025Q4: 70,002 shares; 2026Q1: 75,384 shares; 2026Q2: 74,776 shares 74,776 $6.18M 1.15% -608 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,773 shares; 2024Q4: 48,773 shares; 2025Q1: 45,309 shares; 2025Q2: 45,609 shares; 2025Q3: 45,309 shares; 2025Q4: 45,309 shares; 2026Q1: 59,669 shares; 2026Q2: 59,669 shares 59,669 $5.78M 1.08% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,593 shares; 2024Q4: 1,589 shares; 2025Q1: 1,316 shares; 2025Q2: 1,348 shares; 2025Q3: 1,483 shares; 2025Q4: 1,455 shares; 2026Q1: 6,280 shares; 2026Q2: 8,746 shares 8,746 $4.94M 0.92% +2,466 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,869 shares; 2025Q1: 59,499 shares; 2025Q2: 99,979 shares; 2025Q3: 105,955 shares; 2025Q4: 105,955 shares; 2026Q1: 97,415 shares; 2026Q2: 93,575 shares 93,575 $4.61M 0.86% -3,840 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO 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: 48,382 shares; 2026Q2: 48,382 shares 48,382 $4.6M 0.86% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE 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: 9,725 shares; 2026Q2: 9,725 shares 9,725 $4.46M 0.83% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET 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: 28,748 shares; 2026Q2: 28,748 shares 28,748 $4.42M 0.82% 0 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,083 shares; 2024Q4: 65,846 shares; 2025Q1: 62,558 shares; 2025Q2: 61,126 shares; 2025Q3: 64,571 shares; 2025Q4: 57,273 shares; 2026Q1: 59,968 shares; 2026Q2: 65,991 shares 65,991 $4.4M 0.82% +6,023 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; 2024Q3: 8,837 shares; 2024Q4: 8,723 shares; 2025Q1: 10,029 shares; 2025Q2: 10,059 shares; 2025Q3: 10,105 shares; 2025Q4: 9,509 shares; 2026Q1: 8,338 shares; 2026Q2: 8,338 shares 8,338 $4.36M 0.81% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,040 shares; 2024Q4: 51,185 shares; 2025Q1: 49,052 shares; 2025Q2: 40,377 shares; 2025Q3: 40,737 shares; 2025Q4: 33,100 shares; 2026Q1: 56,051 shares; 2026Q2: 55,743 shares 55,743 $4.3M 0.8% -308 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: 2,114 shares; 2024Q4: 2,124 shares; 2025Q1: 636 shares; 2025Q2: 699 shares; 2025Q3: 776 shares; 2025Q4: 695 shares; 2026Q1: 9,081 shares; 2026Q2: 12,388 shares 12,388 $4.26M 0.79% +3,307 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 310 shares; 2024Q4: 310 shares; 2025Q1: 354 shares; 2025Q2: 372 shares; 2025Q3: 364 shares; 2025Q4: 364 shares; 2026Q1: 5,584 shares; 2026Q2: 7,997 shares 7,997 $4.1M 0.76% +2,413 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM 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: 20,277 shares; 2026Q2: 20,418 shares 20,418 $3.77M 0.7% +141 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO 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: 38,025 shares; 2026Q2: 27,275 shares 27,275 $3.51M 0.65% -10,750 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,545 shares; 2025Q2: 44,585 shares; 2025Q3: 26,102 shares; 2025Q4: 22,638 shares; 2026Q1: 17,972 shares; 2026Q2: 16,664 shares 16,664 $3.17M 0.59% -1,308 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK 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: 3,075 shares; 2026Q2: 3,075 shares 3,075 $3M 0.56% 0 Timeline RSPH 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: 71,620 shares; 2024Q4: 71,620 shares; 2025Q1: 71,118 shares; 2025Q2: 70,061 shares; 2025Q3: 70,061 shares; 2025Q4: 70,061 shares; 2026Q1: 123,451 shares; 2026Q2: 90,287 shares 90,287 $3M 0.56% -33,164 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,105 shares; 2026Q2: 60,105 shares 60,105 $2.88M 0.54% 0 Timeline VDC 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: 13,533 shares; 2024Q4: 13,533 shares; 2025Q1: 13,533 shares; 2025Q2: 13,533 shares; 2025Q3: 13,533 shares; 2025Q4: 12,638 shares; 2026Q1: 12,770 shares; 2026Q2: 12,770 shares 12,770 $2.88M 0.54% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 507 shares; 2025Q4: not reported; 2026Q1: 19,175 shares; 2026Q2: 19,208 shares 19,208 $2.83M 0.53% +33 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,033 shares; 2024Q4: 45,441 shares; 2025Q1: 48,101 shares; 2025Q2: 48,101 shares; 2025Q3: 39,095 shares; 2025Q4: 35,451 shares; 2026Q1: 51,569 shares; 2026Q2: 52,151 shares 52,151 $2.78M 0.52% +582 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,734 shares; 2026Q2: 22,742 shares 22,742 $2.65M 0.49% +8 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: 2,828 shares; 2024Q4: 2,828 shares; 2025Q1: 3,019 shares; 2025Q2: 3,019 shares; 2025Q3: 3,019 shares; 2025Q4: 2,937 shares; 2026Q1: 3,388 shares; 2026Q2: 3,388 shares 3,388 $2.49M 0.46% 0 Timeline VNQ 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: 21,332 shares; 2024Q4: 21,790 shares; 2025Q1: 24,151 shares; 2025Q2: 24,187 shares; 2025Q3: 25,738 shares; 2025Q4: 22,679 shares; 2026Q1: 24,861 shares; 2026Q2: 25,100 shares 25,100 $2.42M 0.45% +239 Timeline SNY SANOFI SA More: the full row for SANOFI 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: 56,555 shares; 2026Q2: 56,555 shares 56,555 $2.42M 0.45% 0 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,100 shares; 2024Q4: 42,473 shares; 2025Q1: 43,789 shares; 2025Q2: 43,789 shares; 2025Q3: 46,413 shares; 2025Q4: 38,638 shares; 2026Q1: 43,551 shares; 2026Q2: 41,835 shares 41,835 $2.41M 0.45% -1,716 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,954 shares; 2026Q2: 52,091 shares 52,091 $2.17M 0.4% +2,137 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS 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: 27,445 shares; 2026Q2: 27,445 shares 27,445 $2.1M 0.39% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES 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: 22,852 shares; 2026Q2: 22,751 shares 22,751 $2.07M 0.39% -101 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: 34,103 shares; 2024Q4: 34,103 shares; 2025Q1: 44,033 shares; 2025Q2: 30,838 shares; 2025Q3: 29,312 shares; 2025Q4: 18,620 shares; 2026Q1: 20,146 shares; 2026Q2: 20,146 shares 20,146 $2.06M 0.38% 0 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: 19,146 shares; 2024Q4: 19,801 shares; 2025Q1: 20,716 shares; 2025Q2: 20,716 shares; 2025Q3: 21,166 shares; 2025Q4: 20,641 shares; 2026Q1: 21,192 shares; 2026Q2: 21,192 shares 21,192 $2M 0.37% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE 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: 9,749 shares; 2026Q2: 9,706 shares 9,706 $1.96M 0.36% -43 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,728 shares 11,728 $1.89M 0.35% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,879 shares; 2026Q2: 25,339 shares 25,339 $1.82M 0.34% -540 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,788 shares; 2024Q4: 33,788 shares; 2025Q1: 38,083 shares; 2025Q2: 31,038 shares; 2025Q3: 20,242 shares; 2025Q4: 30,342 shares; 2026Q1: 37,724 shares; 2026Q2: 35,629 shares 35,629 $1.76M 0.33% -2,095 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,492 shares; 2024Q4: 44,147 shares; 2025Q1: 47,208 shares; 2025Q2: 47,208 shares; 2025Q3: 54,158 shares; 2025Q4: 57,815 shares; 2026Q1: 50,278 shares; 2026Q2: 50,278 shares 50,278 $1.67M 0.31% 0 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: 19,012 shares; 2024Q4: 19,012 shares; 2025Q1: 17,097 shares; 2025Q2: 15,555 shares; 2025Q3: not reported; 2025Q4: 13,024 shares; 2026Q1: 17,494 shares; 2026Q2: 18,219 shares 18,219 $1.51M 0.28% +725 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,998 shares; 2024Q4: 56,998 shares; 2025Q1: 56,998 shares; 2025Q2: 56,998 shares; 2025Q3: 18,645 shares; 2025Q4: 17,645 shares; 2026Q1: 20,139 shares; 2026Q2: 20,139 shares 20,139 $1.47M 0.27% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,208 shares; 2024Q4: 1,401 shares; 2025Q1: 1,401 shares; 2025Q2: 2,192 shares; 2025Q3: 1,999 shares; 2025Q4: 3,255 shares; 2026Q1: 4,005 shares; 2026Q2: 3,796 shares 3,796 $1.4M 0.26% -209 Timeline ZTS ZOETIS INC More: the full row for ZOETIS 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: 10,006 shares; 2026Q2: 17,932 shares 17,932 $1.3M 0.24% +7,926 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: 15,177 shares; 2024Q4: 15,736 shares; 2025Q1: 1,613 shares; 2025Q2: 1,673 shares; 2025Q3: not reported; 2025Q4: 2,073 shares; 2026Q1: 3,407 shares; 2026Q2: 3,625 shares 3,625 $1.28M 0.24% +218 Timeline VRP 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: 54,692 shares; 2024Q4: 55,932 shares; 2025Q1: 55,932 shares; 2025Q2: 55,932 shares; 2025Q3: 59,970 shares; 2025Q4: 51,218 shares; 2026Q1: 52,422 shares; 2026Q2: 52,422 shares 52,422 $1.27M 0.24% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,111 shares; 2024Q4: 8,111 shares; 2025Q1: 10,412 shares; 2025Q2: 10,412 shares; 2025Q3: 15,501 shares; 2025Q4: 15,501 shares; 2026Q1: 15,501 shares; 2026Q2: 15,501 shares 15,501 $1.23M 0.23% 0 Timeline RSPS 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: 53,538 shares; 2024Q4: 53,538 shares; 2025Q1: 52,358 shares; 2025Q2: 52,358 shares; 2025Q3: 52,358 shares; 2025Q4: 52,358 shares; 2026Q1: 52,358 shares; 2026Q2: 38,635 shares 38,635 $1.16M 0.22% -13,723 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,342 shares; 2024Q4: 3,906 shares; 2025Q1: 1,639 shares; 2025Q2: 6,181 shares; 2025Q3: 5,756 shares; 2025Q4: not reported; 2026Q1: 7,223 shares; 2026Q2: 9,347 shares 9,347 $1.1M 0.2% +2,124 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,551 shares; 2024Q4: 2,551 shares; 2025Q1: 4,171 shares; 2025Q2: 3,207 shares; 2025Q3: 3,207 shares; 2025Q4: 2,325 shares; 2026Q1: 6,389 shares; 2026Q2: 6,389 shares 6,389 $980K 0.18% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,415 shares; 2024Q4: 7,415 shares; 2025Q1: 7,415 shares; 2025Q2: 7,415 shares; 2025Q3: 7,415 shares; 2025Q4: 7,415 shares; 2026Q1: 9,415 shares; 2026Q2: 9,415 shares 9,415 $978K 0.18% 0 Timeline FISV FISERV INC More: the full row for FISERV 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: 19,886 shares; 2026Q2: 19,886 shares 19,886 $975K 0.18% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,949 shares; 2024Q4: 19,949 shares; 2025Q1: 19,949 shares; 2025Q2: 18,168 shares; 2025Q3: 19,949 shares; 2025Q4: not reported; 2026Q1: 17,960 shares; 2026Q2: 17,960 shares 17,960 $941K 0.18% 0 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,220 shares; 2024Q4: 3,220 shares; 2025Q1: 7,712 shares; 2025Q2: 7,712 shares; 2025Q3: 7,712 shares; 2025Q4: 7,712 shares; 2026Q1: 14,989 shares; 2026Q2: 14,989 shares 14,989 $939K 0.17% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,200 shares; 2024Q4: 5,200 shares; 2025Q1: 5,200 shares; 2025Q2: 5,200 shares; 2025Q3: 5,200 shares; 2025Q4: 4,040 shares; 2026Q1: 4,040 shares; 2026Q2: 4,274 shares 4,274 $931K 0.17% +234 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,990 shares; 2026Q1: 7,990 shares; 2026Q2: 7,990 shares 7,990 $891K 0.17% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,327 shares; 2024Q4: 3,442 shares; 2025Q1: 3,227 shares; 2025Q2: 1,615 shares; 2025Q3: 2,043 shares; 2025Q4: 2,043 shares; 2026Q1: 2,931 shares; 2026Q2: 2,931 shares 2,931 $881K 0.16% 0 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: 26,437 shares; 2024Q4: 26,437 shares; 2025Q1: 26,437 shares; 2025Q2: 26,437 shares; 2025Q3: 42,203 shares; 2025Q4: 37,199 shares; 2026Q1: 37,199 shares; 2026Q2: 37,199 shares 37,199 $847K 0.16% 0 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: 256 shares; 2025Q2: 265 shares; 2025Q3: 251 shares; 2025Q4: 239 shares; 2026Q1: 239 shares; 2026Q2: 803 shares 803 $812K 0.15% +564 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,735 shares; 2024Q4: 8,811 shares; 2025Q1: 6,561 shares; 2025Q2: 6,561 shares; 2025Q3: 5,774 shares; 2025Q4: 4,126 shares; 2026Q1: 4,815 shares; 2026Q2: 4,797 shares 4,797 $711K 0.13% -18 Timeline INDS PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,874 shares; 2026Q2: 16,874 shares 16,874 $678K 0.13% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,897 shares; 2024Q4: 23,897 shares; 2025Q1: 23,897 shares; 2025Q2: 19,928 shares; 2025Q3: 12,718 shares; 2025Q4: not reported; 2026Q1: 12,718 shares; 2026Q2: 12,718 shares 12,718 $676K 0.13% 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: 16,888 shares; 2024Q4: 12,913 shares; 2025Q1: 10,963 shares; 2025Q2: 8,999 shares; 2025Q3: 16,423 shares; 2025Q4: 12,973 shares; 2026Q1: 12,973 shares; 2026Q2: 12,973 shares 12,973 $662K 0.12% 0 Timeline BUG 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: 8,341 shares; 2024Q4: 8,341 shares; 2025Q1: 10,255 shares; 2025Q2: 7,709 shares; 2025Q3: 6,144 shares; 2025Q4: 6,052 shares; 2026Q1: 17,258 shares; 2026Q2: 17,258 shares 17,258 $659K 0.12% 0 Timeline GGAL GRUPO FINANCIERO GALICIA S.A More: the full row for GRUPO FINANCIERO GALICIA S.A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,200 shares; 2024Q4: 12,200 shares; 2025Q1: 12,200 shares; 2025Q2: 12,200 shares; 2025Q3: 12,200 shares; 2025Q4: 12,200 shares; 2026Q1: 12,200 shares; 2026Q2: 12,200 shares 12,200 $610K 0.11% 0 Timeline BOTZ 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: 5,942 shares; 2024Q4: 5,942 shares; 2025Q1: 9,697 shares; 2025Q2: 7,376 shares; 2025Q3: 7,376 shares; 2025Q4: 5,406 shares; 2026Q1: 15,943 shares; 2026Q2: 15,943 shares 15,943 $605K 0.11% 0 Timeline IGV 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: 5,858 shares; 2026Q2: 6,522 shares 6,522 $591K 0.11% +664 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 571 shares; 2026Q1: 497 shares; 2026Q2: 494 shares 494 $570K 0.11% -3 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,100 shares; 2025Q4: 12,570 shares; 2026Q1: 12,570 shares; 2026Q2: 11,986 shares 11,986 $543K 0.1% -584 Timeline SRVR PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,000 shares; 2026Q2: 17,000 shares 17,000 $540K 0.1% 0 Timeline BKLN 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: 60,149 shares; 2024Q4: 62,069 shares; 2025Q1: 68,507 shares; 2025Q2: 43,797 shares; 2025Q3: 45,612 shares; 2025Q4: 31,003 shares; 2026Q1: 27,747 shares; 2026Q2: 26,358 shares 26,358 $537K 0.1% -1,389 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: 724 shares; 2024Q4: 762 shares; 2025Q1: 1,028 shares; 2025Q2: 1,024 shares; 2025Q3: 861 shares; 2025Q4: 863 shares; 2026Q1: 1,269 shares; 2026Q2: 1,271 shares 1,271 $535K 0.1% +2 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,892 shares; 2024Q4: 13,892 shares; 2025Q1: 13,892 shares; 2025Q2: 13,892 shares; 2025Q3: 13,892 shares; 2025Q4: 11,904 shares; 2026Q1: 11,904 shares; 2026Q2: 11,904 shares 11,904 $534K 0.1% 0 Timeline HTEC EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,980 shares; 2024Q4: 5,980 shares; 2025Q1: 7,754 shares; 2025Q2: 5,795 shares; 2025Q3: 4,283 shares; 2025Q4: 4,283 shares; 2026Q1: 12,800 shares; 2026Q2: 12,800 shares 12,800 $477K 0.09% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,770 shares; 2026Q2: 7,770 shares 7,770 $464K 0.09% 0 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,561 shares; 2025Q2: 2,560 shares; 2025Q3: 2,560 shares; 2025Q4: 2,560 shares; 2026Q1: 3,840 shares; 2026Q2: 3,840 shares 3,840 $455K 0.08% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,975 shares; 2026Q1: 8,481 shares; 2026Q2: 8,481 shares 8,481 $455K 0.08% 0 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,400 shares; 2025Q3: not reported; 2025Q4: 1,489 shares; 2026Q1: 2,658 shares; 2026Q2: 2,658 shares 2,658 $438K 0.08% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,276 shares; 2026Q2: 2,276 shares 2,276 $422K 0.08% 0 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,066 shares; 2026Q2: 2,066 shares 2,066 $417K 0.08% 0 Timeline IWR 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: 3,750 shares; 2026Q2: 3,750 shares 3,750 $414K 0.08% 0 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,778 shares; 2026Q2: 3,778 shares 3,778 $410K 0.08% 0 Timeline PIZ 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,250 shares; 2026Q2: 7,250 shares 7,250 $405K 0.08% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 155 shares; 2026Q1: 120 shares; 2026Q2: 1,200 shares 1,200 $362K 0.07% +1,080 Timeline FINX 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: 9,627 shares; 2024Q4: 9,627 shares; 2025Q1: 12,602 shares; 2025Q2: 12,602 shares; 2025Q3: 6,447 shares; 2025Q4: 4,603 shares; 2026Q1: 13,481 shares; 2026Q2: 13,481 shares 13,481 $333K 0.06% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 891 shares; 2026Q2: 891 shares 891 $321K 0.06% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 852 shares; 2025Q4: 852 shares; 2026Q1: 739 shares; 2026Q2: 739 shares 739 $320K 0.06% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 741 shares; 2024Q4: 546 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $320K 0.06% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,136 shares; 2024Q4: 3,136 shares; 2025Q1: 3,136 shares; 2025Q2: 3,136 shares; 2025Q3: 3,136 shares; 2025Q4: 3,136 shares; 2026Q1: 3,136 shares; 2026Q2: 3,136 shares 3,136 $310K 0.06% 0 Timeline OPPJ WISDOMTREE TR More: the full row for WISDOMTREE 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: 5,273 shares 5,273 $304K 0.06% new Timeline DRIV 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: 7,782 shares; 2025Q2: 7,782 shares; 2025Q3: 7,782 shares; 2025Q4: 7,782 shares; 2026Q1: 7,782 shares; 2026Q2: 7,782 shares 7,782 $300K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $275K 0.05% 0 Timeline IJK 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: 2,250 shares; 2026Q2: 2,250 shares 2,250 $264K 0.05% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,090 shares; 2025Q4: 1,090 shares; 2026Q1: 1,090 shares; 2026Q2: 1,090 shares 1,090 $264K 0.05% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,508 shares; 2024Q4: 2,790 shares; 2025Q1: not reported; 2025Q2: 2,790 shares; 2025Q3: 2,790 shares; 2025Q4: not reported; 2026Q1: 2,790 shares; 2026Q2: 2,790 shares 2,790 $264K 0.05% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,535 shares 1,535 $262K 0.05% new Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK 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: 4,666 shares 4,666 $261K 0.05% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,900 shares; 2026Q2: 4,900 shares 4,900 $260K 0.05% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,780 shares; 2024Q4: 1,780 shares; 2025Q1: 1,780 shares; 2025Q2: 1,803 shares; 2025Q3: 1,805 shares; 2025Q4: 1,805 shares; 2026Q1: 1,805 shares; 2026Q2: 1,805 shares 1,805 $258K 0.05% 0 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,907 shares; 2024Q4: 2,907 shares; 2025Q1: 2,907 shares; 2025Q2: 2,907 shares; 2025Q3: 2,907 shares; 2025Q4: 2,907 shares; 2026Q1: 2,907 shares; 2026Q2: 2,907 shares 2,907 $219K 0.04% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,439 shares; 2024Q4: 2,439 shares; 2025Q1: 2,643 shares; 2025Q2: 2,905 shares; 2025Q3: 2,856 shares; 2025Q4: 2,946 shares; 2026Q1: 2,948 shares; 2026Q2: 2,664 shares 2,664 $217K 0.04% -284 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,158 shares; 2026Q1: not reported; 2026Q2: 2,014 shares 2,014 $216K 0.04% new Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,544 shares 9,544 $213K 0.04% new 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: 435 shares; 2025Q1: 3,380 shares; 2025Q2: 2,047 shares; 2025Q3: 593 shares; 2025Q4: 590 shares; 2026Q1: 851 shares; 2026Q2: 644 shares 644 $211K 0.04% -207 Timeline PKW 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: 1,473 shares 1,473 $209K 0.04% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,465 shares; 2026Q1: 4,465 shares; 2026Q2: 4,465 shares 4,465 $204K 0.04% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 991 shares; 2024Q4: 852 shares; 2025Q1: 852 shares; 2025Q2: 852 shares; 2025Q3: not reported; 2025Q4: 852 shares; 2026Q1: 1,252 shares; 2026Q2: 1,252 shares 1,252 $199K 0.04% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 798 shares; 2025Q1: 1,258 shares; 2025Q2: 40,038 shares; 2025Q3: 40,892 shares; 2025Q4: 40,828 shares; 2026Q1: 40,277 shares; 2026Q2: 1,640 shares 1,640 $194K 0.04% -38,637 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 881 shares; 2024Q4: 881 shares; 2025Q1: 898 shares; 2025Q2: 893 shares; 2025Q3: 833 shares; 2025Q4: 833 shares; 2026Q1: 833 shares; 2026Q2: 833 shares 833 $186K 0.03% 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: 5,086 shares; 2025Q2: not reported; 2025Q3: 3,995 shares; 2025Q4: 3,544 shares; 2026Q1: not reported; 2026Q2: 1,333 shares 1,333 $186K 0.03% new Timeline WCLD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,164 shares; 2024Q4: 3,164 shares; 2025Q1: 4,296 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,561 shares; 2026Q2: 5,561 shares 5,561 $178K 0.03% 0 Timeline RSPU 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: 9,912 shares; 2024Q4: 9,912 shares; 2025Q1: 9,912 shares; 2025Q2: 9,912 shares; 2025Q3: 9,912 shares; 2025Q4: 7,712 shares; 2026Q1: 7,712 shares; 2026Q2: 2,145 shares 2,145 $174K 0.03% -5,567 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 707 shares; 2024Q4: 707 shares; 2025Q1: 707 shares; 2025Q2: 707 shares; 2025Q3: 707 shares; 2025Q4: 707 shares; 2026Q1: 707 shares; 2026Q2: 707 shares 707 $167K 0.03% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,764 shares; 2024Q4: 3,764 shares; 2025Q1: 5,967 shares; 2025Q2: 5,009 shares; 2025Q3: 6,615 shares; 2025Q4: 2,083 shares; 2026Q1: 2,083 shares; 2026Q2: 2,083 shares 2,083 $167K 0.03% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,584 shares; 2024Q4: 1,584 shares; 2025Q1: 1,780 shares; 2025Q2: 1,811 shares; 2025Q3: 1,837 shares; 2025Q4: 1,837 shares; 2026Q1: 1,881 shares; 2026Q2: 1,449 shares 1,449 $164K 0.03% -432 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 592 shares; 2025Q1: not reported; 2025Q2: 1,313 shares; 2025Q3: 1,316 shares; 2025Q4: 1,223 shares; 2026Q1: 1,346 shares; 2026Q2: 1,374 shares 1,374 $162K 0.03% +28 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 534 shares 534 $159K 0.03% new Timeline VHT 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: 1,391 shares; 2024Q4: 1,391 shares; 2025Q1: 1,391 shares; 2025Q2: 1,391 shares; 2025Q3: 1,391 shares; 2025Q4: 531 shares; 2026Q1: 531 shares; 2026Q2: 531 shares 531 $159K 0.03% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 979 shares; 2024Q4: 979 shares; 2025Q1: 979 shares; 2025Q2: 979 shares; 2025Q3: 979 shares; 2025Q4: 979 shares; 2026Q1: 979 shares; 2026Q2: 979 shares 979 $155K 0.03% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 76 shares; 2026Q2: 76 shares 76 $151K 0.03% 0 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,578 shares; 2025Q2: 4,686 shares; 2025Q3: 4,686 shares; 2025Q4: 4,510 shares; 2026Q1: 3,590 shares; 2026Q2: 3,590 shares 3,590 $151K 0.03% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 754 shares; 2025Q4: not reported; 2026Q1: 1,077 shares; 2026Q2: 1,021 shares 1,021 $150K 0.03% -56 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 657 shares; 2026Q2: 657 shares 657 $149K 0.03% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER 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: 517 shares; 2026Q2: 657 shares 657 $149K 0.03% +140 Timeline VNM 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: 9,124 shares; 2024Q4: 9,124 shares; 2025Q1: 9,124 shares; 2025Q2: 9,124 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,049 shares; 2026Q2: 8,049 shares 8,049 $149K 0.03% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA 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: 807 shares 807 $142K 0.03% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,337 shares; 2026Q2: 1,337 shares 1,337 $139K 0.03% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 801 shares; 2024Q4: 801 shares; 2025Q1: not reported; 2025Q2: 1,595 shares; 2025Q3: 1,595 shares; 2025Q4: 1,463 shares; 2026Q1: 1,423 shares; 2026Q2: 1,463 shares 1,463 $134K 0.03% +40 Timeline EMB 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: 2,061 shares; 2025Q2: 1,324 shares; 2025Q3: 1,324 shares; 2025Q4: 1,324 shares; 2026Q1: 1,324 shares; 2026Q2: 1,324 shares 1,324 $128K 0.02% 0 Timeline AVAL GRUPO AVAL ACCIONES Y VALORE More: the full row for GRUPO AVAL ACCIONES Y VALORE 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: 25,125 shares; 2026Q2: 25,125 shares 25,125 $127K 0.02% 0 Timeline CQQQ 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: not reported; 2026Q2: 2,100 shares 2,100 $120K 0.02% new Timeline COOK TRAEGER INC More: the full row for TRAEGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,517 shares 1,517 $120K 0.02% new Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,713 shares; 2026Q2: 2,713 shares 2,713 $119K 0.02% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 204 shares 204 $119K 0.02% new Timeline PEJ 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: 1,880 shares; 2025Q3: 1,880 shares; 2025Q4: 1,880 shares; 2026Q1: 1,762 shares; 2026Q2: 1,762 shares 1,762 $117K 0.02% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,572 shares; 2026Q2: 2,572 shares 2,572 $111K 0.02% 0 Timeline EWM ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,979 shares; 2024Q4: 4,979 shares; 2025Q1: 4,979 shares; 2025Q2: 4,979 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,100 shares; 2026Q2: 4,100 shares 4,100 $110K 0.02% 0 Timeline CSAN COSAN S A More: the full row for COSAN S A 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: 38,022 shares 38,022 $110K 0.02% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,581 shares 3,581 $109K 0.02% new Timeline WEN WENDYS CO More: the full row for WENDYS 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: 12,706 shares 12,706 $105K 0.02% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,121 shares; 2025Q3: 1,238 shares; 2025Q4: not reported; 2026Q1: 1,515 shares; 2026Q2: 1,441 shares 1,441 $104K 0.02% -74 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,055 shares; 2025Q2: 2,055 shares; 2025Q3: 2,055 shares; 2025Q4: 2,055 shares; 2026Q1: 2,055 shares; 2026Q2: 2,055 shares 2,055 $103K 0.02% 0 Timeline THD ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,653 shares; 2024Q4: 1,653 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,426 shares 1,426 $103K 0.02% new Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ 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: 4,292 shares 4,292 $101K 0.02% new Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS 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: 7,524 shares 7,524 $101K 0.02% new Timeline