ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,364,740 shares; 2024Q4: 13,364,740 shares; 2025Q1: 13,364,740 shares; 2025Q2: 13,364,740 shares; 2025Q3: 13,364,740 shares; 2025Q4: 13,364,740 shares; 2026Q1: 13,364,740 shares; 2026Q2: 13,364,740 shares 13,364,740 $1.49B 28.39% 0 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: 378,685 shares; 2024Q4: 1,965,758 shares; 2025Q1: 1,742,446 shares; 2025Q2: 1,141,246 shares; 2025Q3: 886,372 shares; 2025Q4: 753,512 shares; 2026Q1: 755,968 shares; 2026Q2: 767,224 shares 767,224 $573M 10.93% +11,256 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,247,081 shares; 2024Q4: 9,247,081 shares; 2025Q1: 9,247,081 shares; 2025Q2: 9,247,081 shares; 2025Q3: 9,247,081 shares; 2025Q4: 9,247,081 shares; 2026Q1: 9,247,081 shares; 2026Q2: 6,429,337 shares 6,429,337 $321M 6.13% -2,817,744 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: 56,868 shares; 2024Q4: 1,096,861 shares; 2025Q1: 331,104 shares; 2025Q2: 325,412 shares; 2025Q3: 316,381 shares; 2025Q4: 178,626 shares; 2026Q1: 181,766 shares; 2026Q2: 378,706 shares 378,706 $279M 5.32% +196,940 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: 366,885 shares; 2024Q4: 399,951 shares; 2025Q1: 429,585 shares; 2025Q2: 477,869 shares; 2025Q3: 514,882 shares; 2025Q4: 546,779 shares; 2026Q1: 590,062 shares; 2026Q2: 617,825 shares 617,825 $228M 4.34% +27,763 Timeline PSNY POLESTAR AUTOMOTIVE HLDG UK More: the full row for POLESTAR AUTOMOTIVE HLDG UK 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: 10,341,261 shares; 2026Q2: 10,341,261 shares 10,341,261 $194M 3.71% 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: 956,225 shares; 2024Q4: 1,047,403 shares; 2025Q1: 1,132,463 shares; 2025Q2: 1,202,110 shares; 2025Q3: 1,316,435 shares; 2025Q4: 1,351,604 shares; 2026Q1: 1,353,980 shares; 2026Q2: 1,336,039 shares 1,336,039 $132M 2.52% -17,941 Timeline XLB 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: 593 shares; 2024Q4: 593 shares; 2025Q1: 593 shares; 2025Q2: 593 shares; 2025Q3: 593 shares; 2025Q4: 1,186 shares; 2026Q1: 1,186 shares; 2026Q2: 2,441,186 shares 2,441,186 $124M 2.37% +2,440,000 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 471,846 shares; 2024Q4: 471,846 shares; 2025Q1: 471,846 shares; 2025Q2: 471,846 shares; 2025Q3: 471,846 shares; 2025Q4: 471,846 shares; 2026Q1: 471,846 shares; 2026Q2: 471,846 shares 471,846 $104M 1.99% 0 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: 496,446 shares; 2024Q4: 485,032 shares; 2025Q1: 515,289 shares; 2025Q2: 494,069 shares; 2025Q3: 470,626 shares; 2025Q4: 457,826 shares; 2026Q1: 468,510 shares; 2026Q2: 475,444 shares 475,444 $95.1M 1.82% +6,934 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 667,012 shares; 2024Q4: 1,718,801 shares; 2025Q1: 747,022 shares; 2025Q2: 4,423,974 shares; 2025Q3: 776,946 shares; 2025Q4: 818,495 shares; 2026Q1: 835,038 shares; 2026Q2: 859,205 shares 859,205 $93.7M 1.79% +24,167 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: 214,354 shares; 2024Q4: 221,108 shares; 2025Q1: 242,707 shares; 2025Q2: 255,005 shares; 2025Q3: 261,679 shares; 2025Q4: 241,019 shares; 2026Q1: 254,740 shares; 2026Q2: 256,147 shares 256,147 $90.5M 1.73% +1,407 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: 250,439 shares; 2024Q4: 247,592 shares; 2025Q1: 267,355 shares; 2025Q2: 251,423 shares; 2025Q3: 225,305 shares; 2025Q4: 223,344 shares; 2026Q1: 236,896 shares; 2026Q2: 237,514 shares 237,514 $89.7M 1.71% +618 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 396,831 shares; 2025Q1: 462,130 shares; 2025Q2: 470,754 shares; 2025Q3: 439,168 shares; 2025Q4: 462,612 shares; 2026Q1: 490,302 shares; 2026Q2: 490,822 shares 490,822 $83.4M 1.59% +520 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: 712,188 shares; 2024Q4: 753,550 shares; 2025Q1: 798,546 shares; 2025Q2: 814,133 shares; 2025Q3: 814,564 shares; 2025Q4: 832,849 shares; 2026Q1: 855,197 shares; 2026Q2: 877,332 shares 877,332 $83M 1.58% +22,135 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 907,930 shares; 2024Q4: 908,264 shares; 2025Q1: 907,930 shares; 2025Q2: 907,950 shares; 2025Q3: 908,502 shares; 2025Q4: 908,216 shares; 2026Q1: 907,930 shares; 2026Q2: 909,320 shares 909,320 $69.1M 1.32% +1,390 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: 613,976 shares; 2024Q4: 618,356 shares; 2025Q1: 652,074 shares; 2025Q2: 651,552 shares; 2025Q3: 685,256 shares; 2025Q4: 710,528 shares; 2026Q1: 776,830 shares; 2026Q2: 780,473 shares 780,473 $62.4M 1.19% +3,643 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: 843,135 shares; 2024Q4: 828,741 shares; 2025Q1: 861,603 shares; 2025Q2: 900,636 shares; 2025Q3: 1,001,455 shares; 2025Q4: 1,054,258 shares; 2026Q1: 1,039,670 shares; 2026Q2: 1,039,573 shares 1,039,573 $54.5M 1.04% -97 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: 167,035 shares; 2024Q4: 174,521 shares; 2025Q1: 195,749 shares; 2025Q2: 206,983 shares; 2025Q3: 199,347 shares; 2025Q4: 209,985 shares; 2026Q1: 223,139 shares; 2026Q2: 227,087 shares 227,087 $54.1M 1.03% +3,948 Timeline SJNK 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: 1,383,986 shares; 2024Q4: 1,652,814 shares; 2025Q1: 1,916,482 shares; 2025Q2: 2,023,706 shares; 2025Q3: 2,343,356 shares; 2025Q4: 2,545,222 shares; 2026Q1: 1,967,984 shares; 2026Q2: 2,061,130 shares 2,061,130 $51.6M 0.98% +93,146 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: 165 shares; 2025Q1: 68,181 shares; 2025Q2: 88,965 shares; 2025Q3: 96,773 shares; 2025Q4: 110,050 shares; 2026Q1: 123,548 shares; 2026Q2: 127,866 shares 127,866 $47.8M 0.91% +4,318 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: 94,931 shares; 2024Q4: 102,230 shares; 2025Q1: 124,099 shares; 2025Q2: 126,034 shares; 2025Q3: 127,377 shares; 2025Q4: 132,155 shares; 2026Q1: 143,253 shares; 2026Q2: 145,973 shares 145,973 $47.8M 0.91% +2,720 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: 84,931 shares; 2024Q4: 87,555 shares; 2025Q1: 104,398 shares; 2025Q2: 101,821 shares; 2025Q3: 103,065 shares; 2025Q4: 108,493 shares; 2026Q1: 126,985 shares; 2026Q2: 125,950 shares 125,950 $47M 0.9% -1,035 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: 62,311 shares; 2024Q4: 63,426 shares; 2025Q1: 70,558 shares; 2025Q2: 72,535 shares; 2025Q3: 70,383 shares; 2025Q4: 75,356 shares; 2026Q1: 80,274 shares; 2026Q2: 82,420 shares 82,420 $46.4M 0.89% +2,146 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL 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: 226,551 shares; 2026Q2: 259,128 shares 259,128 $45.7M 0.87% +32,577 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: 385,559 shares; 2024Q4: 410,733 shares; 2025Q1: 424,188 shares; 2025Q2: 433,948 shares; 2025Q3: 440,388 shares; 2025Q4: 453,542 shares; 2026Q1: 471,752 shares; 2026Q2: 470,874 shares 470,874 $44.5M 0.85% -878 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: 744,091 shares; 2024Q4: 784,978 shares; 2025Q1: 838,860 shares; 2025Q2: 836,063 shares; 2025Q3: 1,029,518 shares; 2025Q4: 1,150,603 shares; 2026Q1: 1,299,624 shares; 2026Q2: 1,309,459 shares 1,309,459 $39.9M 0.76% +9,835 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,695 shares; 2024Q4: 16,843 shares; 2025Q1: 18,682 shares; 2025Q2: 19,422 shares; 2025Q3: 22,330 shares; 2025Q4: 22,515 shares; 2026Q1: 24,697 shares; 2026Q2: 24,381 shares 24,381 $33.2M 0.63% -316 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: 57,950 shares; 2025Q2: 74,212 shares; 2025Q3: 82,863 shares; 2025Q4: 86,871 shares; 2026Q1: 95,918 shares; 2026Q2: 96,529 shares 96,529 $32.7M 0.62% +611 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,796 shares; 2024Q4: 15,080 shares; 2025Q1: 15,980 shares; 2025Q2: 16,674 shares; 2025Q3: 25,068 shares; 2025Q4: 27,239 shares; 2026Q1: 28,943 shares; 2026Q2: 256,515 shares 256,515 $30.7M 0.59% +227,572 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,049 shares; 2024Q4: 114,106 shares; 2025Q1: 129,866 shares; 2025Q2: 147,826 shares; 2025Q3: 160,846 shares; 2025Q4: 169,255 shares; 2026Q1: 186,525 shares; 2026Q2: 186,534 shares 186,534 $30.4M 0.58% +9 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,037 shares; 2024Q4: 86,003 shares; 2025Q1: 101,659 shares; 2025Q2: 113,153 shares; 2025Q3: 104,792 shares; 2025Q4: 112,125 shares; 2026Q1: 130,494 shares; 2026Q2: 128,656 shares 128,656 $30.4M 0.58% -1,838 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: 52,234 shares; 2024Q4: 55,868 shares; 2025Q1: 61,643 shares; 2025Q2: 70,322 shares; 2025Q3: 75,779 shares; 2025Q4: 78,123 shares; 2026Q1: 82,046 shares; 2026Q2: 83,520 shares 83,520 $30.2M 0.58% +1,474 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: 196,111 shares; 2024Q4: 214,081 shares; 2025Q1: 226,306 shares; 2025Q2: 235,234 shares; 2025Q3: 273,151 shares; 2025Q4: 288,214 shares; 2026Q1: 311,294 shares; 2026Q2: 312,741 shares 312,741 $25.4M 0.49% +1,447 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: 278,582 shares; 2024Q4: 356,833 shares; 2025Q1: 353,044 shares; 2025Q2: 358,426 shares; 2025Q3: 324,495 shares; 2025Q4: 300,063 shares; 2026Q1: 295,620 shares; 2026Q2: 292,387 shares 292,387 $25.3M 0.48% -3,233 Timeline NEM NEWMONT CORP More: the full row for NEWMONT 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: 190,004 shares; 2026Q1: 252,162 shares; 2026Q2: 265,950 shares 265,950 $24.8M 0.47% +13,788 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: 17,348 shares; 2025Q1: 19,695 shares; 2025Q2: 20,638 shares; 2025Q3: 20,757 shares; 2025Q4: 22,851 shares; 2026Q1: 25,131 shares; 2026Q2: 25,223 shares 25,223 $24.3M 0.46% +92 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: 23,233 shares; 2024Q4: 20,307 shares; 2025Q1: 20,497 shares; 2025Q2: 16,785 shares; 2025Q3: 14,789 shares; 2025Q4: 12,483 shares; 2026Q1: 206,941 shares; 2026Q2: 35,285 shares 35,285 $22.6M 0.43% -171,656 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 150,810 shares; 2025Q1: 205,642 shares; 2025Q2: 235,481 shares; 2025Q3: 265,781 shares; 2025Q4: 269,875 shares; 2026Q1: 334,764 shares; 2026Q2: 412,532 shares 412,532 $17.6M 0.34% +77,768 Timeline BAB 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: 744,630 shares; 2024Q4: 751,977 shares; 2025Q1: 740,957 shares; 2025Q2: 681,581 shares; 2025Q3: 642,085 shares; 2025Q4: 632,708 shares; 2026Q1: 659,038 shares; 2026Q2: 637,933 shares 637,933 $17.1M 0.33% -21,105 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,392 shares; 2024Q4: 81,969 shares; 2025Q1: 97,709 shares; 2025Q2: 124,612 shares; 2025Q3: 97,449 shares; 2025Q4: 108,790 shares; 2026Q1: 185,685 shares; 2026Q2: 148,967 shares 148,967 $16.4M 0.31% -36,718 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,767 shares; 2024Q4: 34,050 shares; 2025Q1: 40,301 shares; 2025Q2: 42,982 shares; 2025Q3: 46,637 shares; 2025Q4: 44,430 shares; 2026Q1: 55,562 shares; 2026Q2: 61,068 shares 61,068 $15.9M 0.3% +5,506 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: 649,354 shares; 2024Q4: 642,555 shares; 2025Q1: 665,849 shares; 2025Q2: 666,851 shares; 2025Q3: 691,289 shares; 2025Q4: 713,067 shares; 2026Q1: 671,704 shares; 2026Q2: 678,839 shares 678,839 $15.5M 0.29% +7,135 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: 55,754 shares; 2024Q4: 51,270 shares; 2025Q1: 55,070 shares; 2025Q2: 54,471 shares; 2025Q3: 52,711 shares; 2025Q4: 64,377 shares; 2026Q1: 73,001 shares; 2026Q2: 76,418 shares 76,418 $14.1M 0.27% +3,417 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,627 shares; 2024Q4: 119,699 shares; 2025Q1: 126,934 shares; 2025Q2: 128,337 shares; 2025Q3: 126,333 shares; 2025Q4: 127,151 shares; 2026Q1: 126,057 shares; 2026Q2: 118,215 shares 118,215 $12.1M 0.23% -7,842 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: 16,179 shares; 2024Q4: 736,089 shares; 2025Q1: 17,136 shares; 2025Q2: 16,445 shares; 2025Q3: 16,709 shares; 2025Q4: 17,299 shares; 2026Q1: 17,088 shares; 2026Q2: 16,547 shares 16,547 $11.4M 0.22% -541 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,459 shares; 2024Q4: 100,676 shares; 2025Q1: 116,999 shares; 2025Q2: 118,005 shares; 2025Q3: 115,787 shares; 2025Q4: 124,144 shares; 2026Q1: 122,409 shares; 2026Q2: 137,118 shares 137,118 $11.3M 0.21% +14,709 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: 7,476 shares; 2024Q4: 7,465 shares; 2025Q1: 9,770 shares; 2025Q2: 9,687 shares; 2025Q3: 9,925 shares; 2025Q4: 10,604 shares; 2026Q1: 10,739 shares; 2026Q2: 10,478 shares 10,478 $9.8M 0.19% -261 Timeline XLP 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: 122,068 shares; 2024Q4: 121,894 shares; 2025Q1: 117,716 shares; 2025Q2: 117,071 shares; 2025Q3: 125,251 shares; 2025Q4: 122,859 shares; 2026Q1: 114,554 shares; 2026Q2: 115,545 shares 115,545 $9.6M 0.18% +991 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,453 shares; 2024Q4: 14,627 shares; 2025Q1: 20,558 shares; 2025Q2: 19,775 shares; 2025Q3: 18,350 shares; 2025Q4: 17,969 shares; 2026Q1: 20,651 shares; 2026Q2: 21,048 shares 21,048 $9.49M 0.18% +397 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,998 shares; 2024Q4: 31,868 shares; 2025Q1: 33,336 shares; 2025Q2: 45,917 shares; 2025Q3: 52,429 shares; 2025Q4: 69,329 shares; 2026Q1: 68,526 shares; 2026Q2: 72,272 shares 72,272 $8.49M 0.16% +3,746 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: 89,491 shares; 2024Q4: 88,349 shares; 2025Q1: 102,367 shares; 2025Q2: 92,355 shares; 2025Q3: 90,172 shares; 2025Q4: 100,653 shares; 2026Q1: 111,871 shares; 2026Q2: 105,496 shares 105,496 $8.34M 0.16% -6,375 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: 33,362 shares; 2024Q4: 40,230 shares; 2025Q1: 42,336 shares; 2025Q2: 50,811 shares; 2025Q3: 59,115 shares; 2025Q4: 64,923 shares; 2026Q1: 67,508 shares; 2026Q2: 71,821 shares 71,821 $7.86M 0.15% +4,313 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: 43,652 shares; 2024Q4: 43,297 shares; 2025Q1: 45,839 shares; 2025Q2: 47,876 shares; 2025Q3: 46,546 shares; 2025Q4: 72,359 shares; 2026Q1: 115,405 shares; 2026Q2: 111,721 shares 111,721 $7.64M 0.15% -3,684 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: 91,933 shares; 2024Q4: 92,131 shares; 2025Q1: 91,118 shares; 2025Q2: 85,676 shares; 2025Q3: 82,343 shares; 2025Q4: 221,439 shares; 2026Q1: 203,980 shares; 2026Q2: 167,758 shares 167,758 $7.61M 0.15% -36,222 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: 24,773 shares; 2024Q4: 27,274 shares; 2025Q1: 53,356 shares; 2025Q2: 26,060 shares; 2025Q3: 113,466 shares; 2025Q4: 126,933 shares; 2026Q1: 99,566 shares; 2026Q2: 68,168 shares 68,168 $6.86M 0.13% -31,398 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,371 shares; 2024Q4: 23,244 shares; 2025Q1: 24,294 shares; 2025Q2: 24,503 shares; 2025Q3: 25,507 shares; 2025Q4: 19,727 shares; 2026Q1: 20,799 shares; 2026Q2: 22,589 shares 22,589 $6.73M 0.13% +1,790 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,510 shares; 2024Q4: 91,428 shares; 2025Q1: 91,751 shares; 2025Q2: 81,693 shares; 2025Q3: 76,204 shares; 2025Q4: 79,788 shares; 2026Q1: 89,927 shares; 2026Q2: 84,549 shares 84,549 $6.36M 0.12% -5,378 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,938 shares; 2024Q4: 82,711 shares; 2025Q1: 106,990 shares; 2025Q2: 119,378 shares; 2025Q3: 138,129 shares; 2025Q4: 149,881 shares; 2026Q1: 125,855 shares; 2026Q2: 128,918 shares 128,918 $6.36M 0.12% +3,063 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,651 shares; 2024Q4: 9,998 shares; 2025Q1: 11,703 shares; 2025Q2: 11,730 shares; 2025Q3: 11,762 shares; 2025Q4: 12,255 shares; 2026Q1: 13,844 shares; 2026Q2: 15,695 shares 15,695 $6.3M 0.12% +1,851 Timeline CIBR 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: 84,865 shares; 2024Q4: 84,336 shares; 2025Q1: 94,624 shares; 2025Q2: 93,825 shares; 2025Q3: 86,615 shares; 2025Q4: 75,779 shares; 2026Q1: 65,967 shares; 2026Q2: 65,414 shares 65,414 $5.88M 0.11% -553 Timeline ALLW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 239,835 shares; 2026Q1: 222,888 shares; 2026Q2: 194,734 shares 194,734 $5.7M 0.11% -28,154 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: 29,502 shares; 2024Q4: 33,600 shares; 2025Q1: 36,031 shares; 2025Q2: 38,219 shares; 2025Q3: 42,927 shares; 2025Q4: 43,826 shares; 2026Q1: 44,654 shares; 2026Q2: 44,164 shares 44,164 $5.19M 0.1% -490 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: 48,506 shares; 2024Q4: 50,119 shares; 2025Q1: 50,556 shares; 2025Q2: 44,499 shares; 2025Q3: 43,486 shares; 2025Q4: 50,648 shares; 2026Q1: 59,545 shares; 2026Q2: 56,094 shares 56,094 $4.64M 0.09% -3,451 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,217 shares; 2024Q4: 104,704 shares; 2025Q1: 112,855 shares; 2025Q2: 124,200 shares; 2025Q3: 163,004 shares; 2025Q4: 190,203 shares; 2026Q1: 183,447 shares; 2026Q2: 173,691 shares 173,691 $4.18M 0.08% -9,756 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,857 shares; 2024Q4: 12,283 shares; 2025Q1: 17,462 shares; 2025Q2: 19,666 shares; 2025Q3: 20,843 shares; 2025Q4: 23,390 shares; 2026Q1: 26,325 shares; 2026Q2: 28,820 shares 28,820 $4.17M 0.08% +2,495 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: 12,025 shares; 2024Q4: 11,851 shares; 2025Q1: 12,228 shares; 2025Q2: 11,632 shares; 2025Q3: 10,955 shares; 2025Q4: 11,112 shares; 2026Q1: 11,271 shares; 2026Q2: 11,011 shares 11,011 $3.88M 0.07% -260 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: 48,801 shares; 2024Q4: 564,860 shares; 2025Q1: 77,707 shares; 2025Q2: 61,128 shares; 2025Q3: 53,114 shares; 2025Q4: 43,411 shares; 2026Q1: 43,902 shares; 2026Q2: 41,563 shares 41,563 $3.76M 0.07% -2,339 Timeline SDY 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: 20,239 shares; 2024Q4: 19,337 shares; 2025Q1: 18,920 shares; 2025Q2: 38,836 shares; 2025Q3: 38,149 shares; 2025Q4: 38,029 shares; 2026Q1: 23,595 shares; 2026Q2: 23,468 shares 23,468 $3.57M 0.07% -127 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,513 shares; 2024Q4: 24,081 shares; 2025Q1: 22,642 shares; 2025Q2: 20,200 shares; 2025Q3: 23,498 shares; 2025Q4: 24,949 shares; 2026Q1: 24,327 shares; 2026Q2: 25,819 shares 25,819 $3.5M 0.07% +1,492 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: 19,813 shares; 2024Q4: 19,993 shares; 2025Q1: 22,453 shares; 2025Q2: 23,726 shares; 2025Q3: 26,993 shares; 2025Q4: 28,238 shares; 2026Q1: 26,121 shares; 2026Q2: 23,579 shares 23,579 $3.46M 0.07% -2,542 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,659 shares; 2024Q4: 162,888 shares; 2025Q1: 179,623 shares; 2025Q2: 142,223 shares; 2025Q3: 127,091 shares; 2025Q4: 110,850 shares; 2026Q1: 73,373 shares; 2026Q2: 101,369 shares 101,369 $3.21M 0.06% +27,996 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,443 shares; 2024Q4: 86,112 shares; 2025Q1: 81,283 shares; 2025Q2: 82,709 shares; 2025Q3: 78,414 shares; 2025Q4: 74,296 shares; 2026Q1: 59,629 shares; 2026Q2: 56,691 shares 56,691 $3.21M 0.06% -2,938 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS 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: 100,000 shares; 2025Q4: 100,000 shares; 2026Q1: 100,000 shares; 2026Q2: 100,000 shares 100,000 $2.93M 0.06% 0 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,743 shares; 2024Q4: 89,232 shares; 2025Q1: 97,007 shares; 2025Q2: 100,850 shares; 2025Q3: 104,303 shares; 2025Q4: 104,810 shares; 2026Q1: 101,296 shares; 2026Q2: 100,164 shares 100,164 $2.77M 0.05% -1,132 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: 247,963 shares; 2024Q4: 40,554 shares; 2025Q1: 39,558 shares; 2025Q2: 43,454 shares; 2025Q3: 44,503 shares; 2025Q4: 42,782 shares; 2026Q1: 46,346 shares; 2026Q2: 44,119 shares 44,119 $2.54M 0.05% -2,227 Timeline SKYY 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: 29,392 shares; 2024Q4: 29,270 shares; 2025Q1: 31,778 shares; 2025Q2: 21,922 shares; 2025Q3: 17,836 shares; 2025Q4: 15,638 shares; 2026Q1: 18,540 shares; 2026Q2: 18,797 shares 18,797 $2.53M 0.05% +257 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: 15,315 shares; 2024Q4: 15,813 shares; 2025Q1: 15,193 shares; 2025Q2: 14,295 shares; 2025Q3: 15,116 shares; 2025Q4: 16,141 shares; 2026Q1: 22,928 shares; 2026Q2: 25,113 shares 25,113 $2.42M 0.05% +2,185 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,534 shares; 2024Q4: 18,121 shares; 2025Q1: 18,816 shares; 2025Q2: 19,398 shares; 2025Q3: 19,503 shares; 2025Q4: 22,652 shares; 2026Q1: 28,704 shares; 2026Q2: 29,935 shares 29,935 $2.26M 0.04% +1,231 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,617 shares; 2024Q4: 23,587 shares; 2025Q1: 25,920 shares; 2025Q2: 24,150 shares; 2025Q3: 21,574 shares; 2025Q4: 21,315 shares; 2026Q1: 29,005 shares; 2026Q2: 35,868 shares 35,868 $1.77M 0.03% +6,863 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,521 shares; 2024Q4: 8,229 shares; 2025Q1: 15,073 shares; 2025Q2: 22,658 shares; 2025Q3: 23,122 shares; 2025Q4: 24,557 shares; 2026Q1: 25,351 shares; 2026Q2: 23,795 shares 23,795 $1.73M 0.03% -1,556 Timeline VT 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: 77,273 shares; 2024Q4: 39,637 shares; 2025Q1: 2,195 shares; 2025Q2: 2,195 shares; 2025Q3: 2,195 shares; 2025Q4: 2,195 shares; 2026Q1: 10,145 shares; 2026Q2: 10,495 shares 10,495 $1.65M 0.03% +350 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,188 shares; 2024Q4: 90,677 shares; 2025Q1: 86,887 shares; 2025Q2: 84,642 shares; 2025Q3: 83,463 shares; 2025Q4: 85,232 shares; 2026Q1: 84,771 shares; 2026Q2: 77,817 shares 77,817 $1.61M 0.03% -6,954 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: 750 shares; 2025Q1: not reported; 2025Q2: 3,860 shares; 2025Q3: 1,000 shares; 2025Q4: 700 shares; 2026Q1: not reported; 2026Q2: 5,217 shares 5,217 $1.55M 0.03% new 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: 10,982 shares; 2024Q4: 11,693 shares; 2025Q1: 11,747 shares; 2025Q2: 12,525 shares; 2025Q3: 13,542 shares; 2025Q4: 14,142 shares; 2026Q1: 15,007 shares; 2026Q2: 15,803 shares 15,803 $1.52M 0.03% +796 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: 17,947 shares; 2024Q4: 17,154 shares; 2025Q1: 19,151 shares; 2025Q2: 19,513 shares; 2025Q3: 20,302 shares; 2025Q4: 19,602 shares; 2026Q1: 18,426 shares; 2026Q2: 18,244 shares 18,244 $1.51M 0.03% -182 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,285 shares; 2024Q4: 11,708 shares; 2025Q1: 11,629 shares; 2025Q2: 12,310 shares; 2025Q3: 11,402 shares; 2025Q4: 9,424 shares; 2026Q1: 9,608 shares; 2026Q2: 8,359 shares 8,359 $1.32M 0.03% -1,249 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31,448 shares 31,448 $1.19M 0.02% new Timeline ROBO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,689 shares 13,689 $1.17M 0.02% 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: 5,726 shares; 2024Q4: 5,565 shares; 2025Q1: 3,986 shares; 2025Q2: 4,336 shares; 2025Q3: 3,930 shares; 2025Q4: 2,670 shares; 2026Q1: 3,416 shares; 2026Q2: 3,806 shares 3,806 $1.14M 0.02% +390 Timeline VCR 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: 2,181 shares; 2024Q4: 2,834 shares; 2025Q1: 4,230 shares; 2025Q2: 1,989 shares; 2025Q3: 1,549 shares; 2025Q4: 1,787 shares; 2026Q1: 2,470 shares; 2026Q2: 2,619 shares 2,619 $1.04M 0.02% +149 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,394 shares; 2024Q4: 17,138 shares; 2025Q1: 16,824 shares; 2025Q2: 16,688 shares; 2025Q3: 16,727 shares; 2025Q4: 20,988 shares; 2026Q1: 25,207 shares; 2026Q2: 24,230 shares 24,230 $1.03M 0.02% -977 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: 10,783 shares; 2024Q4: 10,473 shares; 2025Q1: 10,813 shares; 2025Q2: 7,824 shares; 2025Q3: 6,630 shares; 2025Q4: 7,868 shares; 2026Q1: 9,910 shares; 2026Q2: 9,563 shares 9,563 $1.02M 0.02% -347 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,607 shares; 2024Q4: 20,609 shares; 2025Q1: 20,592 shares; 2025Q2: 17,808 shares; 2025Q3: 17,697 shares; 2025Q4: 13,454 shares; 2026Q1: 10,564 shares; 2026Q2: 10,536 shares 10,536 $881K 0.02% -28 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: 69,125 shares; 2024Q4: 67,607 shares; 2025Q1: 72,481 shares; 2025Q2: 58,506 shares; 2025Q3: 50,291 shares; 2025Q4: 29,728 shares; 2026Q1: 33,382 shares; 2026Q2: 27,378 shares 27,378 $878K 0.02% -6,004 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,032 shares; 2024Q4: 6,698 shares; 2025Q1: 6,061 shares; 2025Q2: 7,497 shares; 2025Q3: 6,927 shares; 2025Q4: 4,901 shares; 2026Q1: 4,938 shares; 2026Q2: 4,601 shares 4,601 $875K 0.02% -337 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,765 shares; 2024Q4: 4,838 shares; 2025Q1: 4,192 shares; 2025Q2: 4,206 shares; 2025Q3: 4,186 shares; 2025Q4: 5,695 shares; 2026Q1: 7,851 shares; 2026Q2: 6,795 shares 6,795 $746K 0.01% -1,056 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: 7,430 shares; 2024Q4: 6,464 shares; 2025Q1: 6,392 shares; 2025Q2: 5,069 shares; 2025Q3: 5,751 shares; 2025Q4: 5,717 shares; 2026Q1: 4,827 shares; 2026Q2: 4,701 shares 4,701 $735K 0.01% -126 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: 220 shares; 2025Q1: 4,750 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,050 shares; 2026Q1: 500 shares; 2026Q2: 1,518 shares 1,518 $658K 0.01% +1,018 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: 1,072 shares; 2025Q1: 200 shares; 2025Q2: 402 shares; 2025Q3: 555 shares; 2025Q4: 1,000 shares; 2026Q1: 3,560 shares; 2026Q2: 9,079 shares 9,079 $648K 0.01% +5,519 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: 3,465 shares; 2024Q4: 2,610 shares; 2025Q1: 1,625 shares; 2025Q2: 710 shares; 2025Q3: 650 shares; 2025Q4: 2,600 shares; 2026Q1: 5,189 shares; 2026Q2: 12,172 shares 12,172 $646K 0.01% +6,983 Timeline PAVE 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: 31,923 shares; 2024Q4: 30,246 shares; 2025Q1: 29,175 shares; 2025Q2: 22,672 shares; 2025Q3: 20,705 shares; 2025Q4: 17,595 shares; 2026Q1: 11,349 shares; 2026Q2: 10,577 shares 10,577 $623K 0.01% -772 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 254 shares 254 $578K 0.01% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,708 shares; 2025Q3: 600 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,100 shares 2,100 $534K 0.01% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS 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: 1,442 shares 1,442 $492K 0.01% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW 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: 4,650 shares 4,650 $462K 0.01% new Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,042 shares; 2024Q4: 14,223 shares; 2025Q1: 14,223 shares; 2025Q2: 14,223 shares; 2025Q3: 16,831 shares; 2025Q4: 16,831 shares; 2026Q1: 16,831 shares; 2026Q2: 20,442 shares 20,442 $451K 0.01% +3,611 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: 1,329 shares; 2024Q4: 105 shares; 2025Q1: 297 shares; 2025Q2: 88 shares; 2025Q3: 430 shares; 2025Q4: 246 shares; 2026Q1: 840 shares; 2026Q2: 589 shares 589 $449K 0.01% -251 Timeline FXI 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: 8,918 shares; 2025Q3: 12,637 shares; 2025Q4: 12,667 shares; 2026Q1: 15,000 shares; 2026Q2: 13,511 shares 13,511 $427K 0.01% -1,489 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,241 shares; 2024Q4: 19,358 shares; 2025Q1: 10,927 shares; 2025Q2: 9,126 shares; 2025Q3: 9,949 shares; 2025Q4: 8,725 shares; 2026Q1: 6,990 shares; 2026Q2: 7,284 shares 7,284 $421K 0.01% +294 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39 shares; 2024Q4: 4,739 shares; 2025Q1: 495 shares; 2025Q2: 227 shares; 2025Q3: 773 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,000 shares 3,000 $409K 0.01% new Timeline GDXJ 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: 5,586 shares; 2024Q4: 4,612 shares; 2025Q1: 4,857 shares; 2025Q2: 5,245 shares; 2025Q3: 5,318 shares; 2025Q4: 5,430 shares; 2026Q1: 4,044 shares; 2026Q2: 4,034 shares 4,034 $396K 0.01% -10 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $396K 0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,048 shares; 2024Q4: 24,587 shares; 2025Q1: 20,121 shares; 2025Q2: 17,152 shares; 2025Q3: 17,199 shares; 2025Q4: 16,889 shares; 2026Q1: 12,987 shares; 2026Q2: 10,551 shares 10,551 $367K 0.01% -2,436 Timeline HEWJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,625 shares; 2024Q4: 5,625 shares; 2025Q1: 5,625 shares; 2025Q2: 5,625 shares; 2025Q3: 5,625 shares; 2025Q4: 5,625 shares; 2026Q1: 5,625 shares; 2026Q2: 5,625 shares 5,625 $363K 0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,931 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 323 shares; 2025Q4: 1,594 shares; 2026Q1: 500 shares; 2026Q2: 2,255 shares 2,255 $353K 0.01% +1,755 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,668 shares; 2024Q4: 2,452 shares; 2025Q1: 2,511 shares; 2025Q2: 2,175 shares; 2025Q3: 1,733 shares; 2025Q4: 1,373 shares; 2026Q1: 1,389 shares; 2026Q2: 1,256 shares 1,256 $340K 0.01% -133 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: 3,179 shares; 2024Q4: 3,179 shares; 2025Q1: 3,179 shares; 2025Q2: 3,179 shares; 2025Q3: 3,179 shares; 2025Q4: 3,179 shares; 2026Q1: 3,179 shares; 2026Q2: 3,179 shares 3,179 $297K 0.01% 0 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: 2,000 shares; 2026Q2: 2,300 shares 2,300 $296K 0.01% +300 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: 3,501 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,230 shares; 2026Q1: not reported; 2026Q2: 530 shares 530 $253K <0.01% new Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,023 shares; 2024Q4: 1,998 shares; 2025Q1: 1,955 shares; 2025Q2: 2,005 shares; 2025Q3: 1,990 shares; 2025Q4: 1,958 shares; 2026Q1: 1,562 shares; 2026Q2: 2,069 shares 2,069 $227K <0.01% +507 Timeline QCLN 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: 6,518 shares; 2024Q4: 5,587 shares; 2025Q1: 4,633 shares; 2025Q2: 6,284 shares; 2025Q3: 5,859 shares; 2025Q4: 5,641 shares; 2026Q1: 5,876 shares; 2026Q2: 3,616 shares 3,616 $222K <0.01% -2,260 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM 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: 200 shares; 2026Q1: not reported; 2026Q2: 570 shares 570 $214K <0.01% new Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 530 shares 530 $209K <0.01% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL 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: not reported; 2026Q2: 480 shares 480 $207K <0.01% new Timeline BOND 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: 18,470 shares; 2024Q4: 18,470 shares; 2025Q1: 18,080 shares; 2025Q2: 18,030 shares; 2025Q3: 18,030 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares; 2026Q2: 2,100 shares 2,100 $194K <0.01% -100 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: 948 shares; 2024Q4: 996 shares; 2025Q1: 901 shares; 2025Q2: 799 shares; 2025Q3: 706 shares; 2025Q4: 634 shares; 2026Q1: 634 shares; 2026Q2: 562 shares 562 $169K <0.01% -72 Timeline SPLV 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: 228 shares; 2024Q4: 228 shares; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 196 shares; 2025Q4: 196 shares; 2026Q1: 2,168 shares; 2026Q2: 2,168 shares 2,168 $162K <0.01% 0 Timeline EMLC 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: 3,016 shares; 2026Q2: 6,080 shares 6,080 $155K <0.01% +3,064 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER 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: 5,150 shares 5,150 $151K <0.01% new Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,351 shares; 2024Q4: 2,351 shares; 2025Q1: 2,351 shares; 2025Q2: 2,351 shares; 2025Q3: 3,058 shares; 2025Q4: 3,058 shares; 2026Q1: 3,058 shares; 2026Q2: 3,058 shares 3,058 $150K <0.01% 0 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM 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: not reported; 2026Q2: 150 shares 150 $129K <0.01% new Timeline ESGV 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: 938 shares; 2024Q4: 938 shares; 2025Q1: 938 shares; 2025Q2: 938 shares; 2025Q3: 938 shares; 2025Q4: 938 shares; 2026Q1: 938 shares; 2026Q2: 938 shares 938 $124K <0.01% 0 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 275 shares; 2025Q2: 976 shares; 2025Q3: 512 shares; 2025Q4: 2,307 shares; 2026Q1: 1,735 shares; 2026Q2: 409 shares 409 $118K <0.01% -1,326 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: 458,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 72 shares; 2026Q2: 620 shares 620 $115K <0.01% +548 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,141 shares; 2026Q2: 2,759 shares 2,759 $114K <0.01% -1,382 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: 4,426 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 720 shares; 2025Q3: not reported; 2025Q4: 1,245 shares; 2026Q1: 687 shares; 2026Q2: 306 shares 306 $109K <0.01% -381 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: 2,196 shares; 2024Q4: 2,196 shares; 2025Q1: 2,196 shares; 2025Q2: 2,196 shares; 2025Q3: 2,196 shares; 2025Q4: 2,196 shares; 2026Q1: 2,196 shares; 2026Q2: 2,196 shares 2,196 $104K <0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 322 shares; 2025Q1: not reported; 2025Q2: 1,675 shares; 2025Q3: not reported; 2025Q4: 1,173 shares; 2026Q1: 327 shares; 2026Q2: 900 shares 900 $103K <0.01% +573 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,900 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,900 shares; 2026Q1: not reported; 2026Q2: 350 shares 350 $89.4K <0.01% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 150 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 900 shares 900 $84.3K <0.01% new Timeline EIDO 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: 643 shares; 2025Q3: 643 shares; 2025Q4: 643 shares; 2026Q1: 905 shares; 2026Q2: 6,762 shares 6,762 $76.5K <0.01% +5,857 Timeline AFL AFLAC INC More: the full row for AFLAC 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: 1,152 shares; 2025Q4: 852 shares; 2026Q1: not reported; 2026Q2: 652 shares 652 $76.4K <0.01% new Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,528 shares; 2026Q1: 2,528 shares; 2026Q2: 2,528 shares 2,528 $67K <0.01% 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: 224 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 600 shares; 2026Q1: not reported; 2026Q2: 194 shares 194 $66.6K <0.01% new 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: 1,800 shares; 2025Q2: not reported; 2025Q3: 496 shares; 2025Q4: 719 shares; 2026Q1: 1,114 shares; 2026Q2: 559 shares 559 $65.2K <0.01% -555 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: not reported; 2026Q2: 300 shares 300 $62.7K <0.01% 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: not reported; 2026Q1: not reported; 2026Q2: 1,100 shares 1,100 $62.7K <0.01% new 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: 41,705 shares; 2024Q4: 44,174 shares; 2025Q1: 52,490 shares; 2025Q2: 70,910 shares; 2025Q3: 94,034 shares; 2025Q4: 102,260 shares; 2026Q1: not reported; 2026Q2: 150 shares 150 $62.3K <0.01% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH 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: 600 shares 600 $62.1K <0.01% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 700 shares 700 $61.4K <0.01% new 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: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: not reported; 2026Q2: 60 shares 60 $60.7K <0.01% new Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,200 shares; 2025Q2: 610 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 150 shares 150 $59.6K <0.01% new Timeline HEZU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,130 shares; 2024Q4: 1,130 shares; 2025Q1: 1,130 shares; 2025Q2: 1,130 shares; 2025Q3: 1,130 shares; 2025Q4: 1,130 shares; 2026Q1: 1,130 shares; 2026Q2: 1,130 shares 1,130 $56.7K <0.01% 0 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: 6,400 shares; 2024Q4: 1,804 shares; 2025Q1: 9 shares; 2025Q2: 781 shares; 2025Q3: 904 shares; 2025Q4: 359 shares; 2026Q1: not reported; 2026Q2: 120 shares 120 $50.5K <0.01% new 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: 350 shares 350 $48.9K <0.01% new 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: 169 shares; 2024Q4: 1,231,987 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 555 shares; 2025Q4: 554 shares; 2026Q1: 817 shares; 2026Q2: 817 shares 817 $43.8K <0.01% 0 Timeline EMQQ 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: 14 shares; 2024Q4: not reported; 2025Q1: 110 shares; 2025Q2: 789 shares; 2025Q3: 911 shares; 2025Q4: 936 shares; 2026Q1: 876 shares; 2026Q2: 1,323 shares 1,323 $41.3K <0.01% +447 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS 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: 400 shares 400 $40.1K <0.01% new Timeline FCPI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,750 shares; 2024Q4: 1,455 shares; 2025Q1: 5,095 shares; 2025Q2: 4,345 shares; 2025Q3: 2,387 shares; 2025Q4: 2,387 shares; 2026Q1: 705 shares; 2026Q2: 705 shares 705 $38.5K <0.01% 0 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: 30 shares 30 $35.2K <0.01% new Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,155 shares; 2024Q4: 900 shares; 2025Q1: 4,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 150 shares 150 $30.9K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64 shares; 2026Q2: 421 shares 421 $30.4K <0.01% +357 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,067 shares; 2024Q4: 300 shares; 2025Q1: not reported; 2025Q2: 1,484 shares; 2025Q3: 684 shares; 2025Q4: 468 shares; 2026Q1: 1,268 shares; 2026Q2: 349 shares 349 $30.1K <0.01% -919 Timeline EWZ 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: 115 shares; 2026Q2: 841 shares 841 $29K <0.01% +726 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: 114 shares; 2025Q3: 114 shares; 2025Q4: 114 shares; 2026Q1: 114 shares; 2026Q2: 259 shares 259 $28.1K <0.01% +145 Timeline CHIQ 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: 200 shares; 2025Q2: 1,547 shares; 2025Q3: 1,632 shares; 2025Q4: 1,682 shares; 2026Q1: 1,562 shares; 2026Q2: 1,492 shares 1,492 $23.6K <0.01% -70 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 291 shares 291 $17.4K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 554 shares 554 $14.9K <0.01% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 595 shares; 2025Q3: not reported; 2025Q4: 2,960 shares; 2026Q1: not reported; 2026Q2: 28 shares 28 $9.38K <0.01% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares; 2026Q2: 35 shares 35 $7.58K <0.01% -165 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: 23 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 15 shares 15 $4.05K <0.01% 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: 680 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 822 shares; 2026Q2: 15 shares 15 $2.2K <0.01% -807 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: 35 shares; 2025Q3: 66 shares; 2025Q4: 230 shares; 2026Q1: 8 shares; 2026Q2: 1 shares 1 $1.2K <0.01% -7 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: 5 shares; 2025Q3: 1,111 shares; 2025Q4: not reported; 2026Q1: 7,100 shares; 2026Q2: 4 shares 4 $289 <0.01% -7,096 Timeline