GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221,844 shares; 2024Q4: 226,522 shares; 2025Q1: 232,873 shares; 2025Q2: 237,278 shares; 2025Q3: 236,640 shares; 2025Q4: 232,603 shares; 2026Q1: 184,255 shares; 2026Q2: 167,990 shares 167,990 $59.4M 5.55% -16,265 Timeline IBOC INTERNATIONAL BANCSHARES COR More: the full row for INTERNATIONAL BANCSHARES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 602,142 shares; 2024Q4: 608,674 shares; 2025Q1: 718,117 shares; 2025Q2: 722,637 shares; 2025Q3: 732,836 shares; 2025Q4: 738,357 shares; 2026Q1: 756,940 shares; 2026Q2: 721,211 shares 721,211 $54.8M 5.12% -35,729 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: 179,980 shares; 2024Q4: 185,862 shares; 2025Q1: 195,062 shares; 2025Q2: 199,810 shares; 2025Q3: 205,336 shares; 2025Q4: 208,880 shares; 2026Q1: 239,614 shares; 2026Q2: 209,225 shares 209,225 $49.9M 4.66% -30,389 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: 142,900 shares; 2024Q4: 143,330 shares; 2025Q1: 144,521 shares; 2025Q2: 144,049 shares; 2025Q3: 140,753 shares; 2025Q4: 136,259 shares; 2026Q1: 137,184 shares; 2026Q2: 166,009 shares 166,009 $48M 4.49% +28,825 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: 22,851 shares; 2024Q4: 27,321 shares; 2025Q1: 34,002 shares; 2025Q2: 34,429 shares; 2025Q3: 35,384 shares; 2025Q4: 35,190 shares; 2026Q1: 24,321 shares; 2026Q2: 23,677 shares 23,677 $47.1M 4.4% -644 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: 21,634 shares; 2024Q4: 20,524 shares; 2025Q1: 111,951 shares; 2025Q2: 113,230 shares; 2025Q3: 116,706 shares; 2025Q4: 117,693 shares; 2026Q1: 118,936 shares; 2026Q2: 210,280 shares 210,280 $42.1M 3.93% +91,344 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: 83,041 shares; 2024Q4: 88,231 shares; 2025Q1: 91,257 shares; 2025Q2: 90,914 shares; 2025Q3: 90,003 shares; 2025Q4: 91,144 shares; 2026Q1: 109,009 shares; 2026Q2: 110,047 shares 110,047 $41M 3.84% +1,038 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,665 shares; 2024Q4: 13,012 shares; 2025Q1: 12,862 shares; 2025Q2: 12,815 shares; 2025Q3: 12,488 shares; 2025Q4: 13,124 shares; 2026Q1: 20,019 shares; 2026Q2: 22,155 shares 22,155 $37.6M 3.52% +2,136 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: 44,495 shares; 2024Q4: 43,960 shares; 2025Q1: 49,350 shares; 2025Q2: 51,020 shares; 2025Q3: 52,855 shares; 2025Q4: 63,436 shares; 2026Q1: 73,030 shares; 2026Q2: 57,319 shares 57,319 $32.3M 3.02% -15,711 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 366,179 shares; 2024Q4: 411,292 shares; 2025Q1: 450,879 shares; 2025Q2: 461,536 shares; 2025Q3: 466,028 shares; 2025Q4: 496,712 shares; 2026Q1: 507,305 shares; 2026Q2: 494,864 shares 494,864 $31.1M 2.91% -12,441 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: 59,815 shares; 2024Q4: 59,529 shares; 2025Q1: 67,385 shares; 2025Q2: 67,942 shares; 2025Q3: 69,494 shares; 2025Q4: 71,531 shares; 2026Q1: 83,149 shares; 2026Q2: 80,432 shares 80,432 $27.6M 2.58% -2,717 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: 173,073 shares; 2024Q4: 185,859 shares; 2025Q1: 135,973 shares; 2025Q2: 139,249 shares; 2025Q3: 143,404 shares; 2025Q4: 143,359 shares; 2026Q1: 167,924 shares; 2026Q2: 148,926 shares 148,926 $27.5M 2.57% -18,998 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,556 shares; 2024Q4: 158,576 shares; 2025Q1: 161,640 shares; 2025Q2: 165,144 shares; 2025Q3: 167,799 shares; 2025Q4: 169,728 shares; 2026Q1: 182,458 shares; 2026Q2: 191,536 shares 191,536 $26.2M 2.45% +9,078 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: 91,553 shares; 2024Q4: 65,119 shares; 2025Q1: 62,601 shares; 2025Q2: 63,752 shares; 2025Q3: 65,118 shares; 2025Q4: 63,640 shares; 2026Q1: 57,498 shares; 2026Q2: 60,640 shares 60,640 $25.5M 2.38% +3,142 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: 69,767 shares; 2024Q4: 73,504 shares; 2025Q1: 78,247 shares; 2025Q2: 81,761 shares; 2025Q3: 86,122 shares; 2025Q4: 108,623 shares; 2026Q1: 117,258 shares; 2026Q2: 155,324 shares 155,324 $24.6M 2.3% +38,066 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: 52,551 shares; 2024Q4: 57,088 shares; 2025Q1: 65,650 shares; 2025Q2: 67,689 shares; 2025Q3: 70,198 shares; 2025Q4: 81,341 shares; 2026Q1: 83,500 shares; 2026Q2: 67,995 shares 67,995 $24.6M 2.3% -15,505 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,223 shares; 2024Q4: 46,456 shares; 2025Q1: 47,769 shares; 2025Q2: 48,259 shares; 2025Q3: 50,663 shares; 2025Q4: 58,751 shares; 2026Q1: 67,151 shares; 2026Q2: 53,965 shares 53,965 $24.1M 2.25% -13,186 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,429 shares; 2024Q4: 153,598 shares; 2025Q1: 159,797 shares; 2025Q2: 165,162 shares; 2025Q3: 165,874 shares; 2025Q4: 165,591 shares; 2026Q1: 134,799 shares; 2026Q2: 126,640 shares 126,640 $24M 2.25% -8,159 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,780 shares; 2025Q2: 31,607 shares; 2025Q3: 33,765 shares; 2025Q4: 35,422 shares; 2026Q1: 36,140 shares; 2026Q2: 33,244 shares 33,244 $23.9M 2.24% -2,896 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY 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: 38,430 shares; 2026Q2: 51,338 shares 51,338 $23.6M 2.2% +12,908 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,753 shares; 2024Q4: 49,426 shares; 2025Q1: 51,987 shares; 2025Q2: 52,624 shares; 2025Q3: 53,297 shares; 2025Q4: 60,636 shares; 2026Q1: 64,416 shares; 2026Q2: 67,476 shares 67,476 $23.2M 2.17% +3,060 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,492 shares; 2024Q4: 20,401 shares; 2025Q1: 28,134 shares; 2025Q2: 30,381 shares; 2025Q3: 32,266 shares; 2025Q4: 40,456 shares; 2026Q1: 35,199 shares; 2026Q2: 37,102 shares 37,102 $23.1M 2.16% +1,903 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: 80,633 shares; 2024Q4: 85,743 shares; 2025Q1: 43,559 shares; 2025Q2: 43,742 shares; 2025Q3: 43,842 shares; 2025Q4: 46,793 shares; 2026Q1: 57,728 shares; 2026Q2: 59,216 shares 59,216 $22.2M 2.08% +1,488 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: 143,516 shares; 2024Q4: 149,795 shares; 2025Q1: 146,737 shares; 2025Q2: 150,141 shares; 2025Q3: 155,563 shares; 2025Q4: 161,011 shares; 2026Q1: 184,521 shares; 2026Q2: 231,336 shares 231,336 $22.2M 2.08% +46,815 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: 3,070 shares; 2025Q4: 3,073 shares; 2026Q1: 169,510 shares; 2026Q2: 235,729 shares 235,729 $22M 2.06% +66,219 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,261 shares 18,261 $21.9M 2.05% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,127 shares; 2025Q2: 56,419 shares; 2025Q3: 58,408 shares; 2025Q4: 76,609 shares; 2026Q1: 98,041 shares; 2026Q2: 135,536 shares 135,536 $21.5M 2.01% +37,495 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: 63,748 shares; 2024Q4: 63,801 shares; 2025Q1: 48,009 shares; 2025Q2: 48,882 shares; 2025Q3: 47,727 shares; 2025Q4: 94,948 shares; 2026Q1: 98,832 shares; 2026Q2: 89,859 shares 89,859 $17.1M 1.6% -8,973 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,483 shares; 2024Q4: 37,634 shares; 2025Q1: 39,951 shares; 2025Q2: 40,545 shares; 2025Q3: 41,433 shares; 2025Q4: 41,867 shares; 2026Q1: 31,520 shares; 2026Q2: 32,579 shares 32,579 $16.6M 1.55% +1,059 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,926 shares; 2024Q4: 44,594 shares; 2025Q1: 55,814 shares; 2025Q2: 57,748 shares; 2025Q3: 58,648 shares; 2025Q4: 61,230 shares; 2026Q1: 74,373 shares; 2026Q2: 59,144 shares 59,144 $15.7M 1.46% -15,229 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: 65,494 shares; 2024Q4: 64,924 shares; 2025Q1: 67,176 shares; 2025Q2: 68,535 shares; 2025Q3: 69,602 shares; 2025Q4: 72,063 shares; 2026Q1: 75,446 shares; 2026Q2: 83,367 shares 83,367 $15.4M 1.44% +7,921 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: 216,514 shares; 2024Q4: 212,912 shares; 2025Q1: 211,272 shares; 2025Q2: 215,757 shares; 2025Q3: 219,280 shares; 2025Q4: 229,386 shares; 2026Q1: 252,958 shares; 2026Q2: 285,171 shares 285,171 $15.3M 1.43% +32,213 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: 135,225 shares; 2024Q4: 141,858 shares; 2025Q1: 153,749 shares; 2025Q2: 157,681 shares; 2025Q3: 160,864 shares; 2025Q4: 180,373 shares; 2026Q1: 194,578 shares; 2026Q2: 226,885 shares 226,885 $13.5M 1.27% +32,307 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,431 shares; 2024Q4: 27,209 shares; 2025Q1: 29,303 shares; 2025Q2: 30,554 shares; 2025Q3: 30,695 shares; 2025Q4: 31,219 shares; 2026Q1: 24,416 shares; 2026Q2: 19,837 shares 19,837 $13M 1.22% -4,579 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,521 shares; 2024Q4: 105,747 shares; 2025Q1: 114,698 shares; 2025Q2: 117,888 shares; 2025Q3: 120,065 shares; 2025Q4: 136,631 shares; 2026Q1: 145,681 shares; 2026Q2: 162,456 shares 162,456 $11.6M 1.08% +16,775 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: 41,521 shares; 2024Q4: 42,602 shares; 2025Q1: 49,083 shares; 2025Q2: 51,627 shares; 2025Q3: 52,963 shares; 2025Q4: 65,763 shares; 2026Q1: 69,116 shares; 2026Q2: 72,971 shares 72,971 $11.5M 1.08% +3,855 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: 54,500 shares; 2024Q4: 56,134 shares; 2025Q1: 56,436 shares; 2025Q2: 58,406 shares; 2025Q3: 60,046 shares; 2025Q4: 159,252 shares; 2026Q1: 169,465 shares; 2026Q2: 209,693 shares 209,693 $11.1M 1.04% +40,228 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: 18,153 shares; 2024Q4: 18,024 shares; 2025Q1: 23,304 shares; 2025Q2: 23,777 shares; 2025Q3: 24,346 shares; 2025Q4: 26,195 shares; 2026Q1: 26,920 shares; 2026Q2: 30,125 shares 30,125 $11.1M 1.04% +3,205 Timeline XLY 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: 32,976 shares; 2024Q4: 33,684 shares; 2025Q1: 35,713 shares; 2025Q2: 36,525 shares; 2025Q3: 37,075 shares; 2025Q4: 76,443 shares; 2026Q1: 82,838 shares; 2026Q2: 83,234 shares 83,234 $9.76M 0.91% +396 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,193 shares; 2024Q4: 142,395 shares; 2025Q1: 152,716 shares; 2025Q2: 157,493 shares; 2025Q3: 161,475 shares; 2025Q4: 172,194 shares; 2026Q1: 184,342 shares; 2026Q2: 153,384 shares 153,384 $9.54M 0.89% -30,958 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: 42,103 shares; 2024Q4: 44,749 shares; 2025Q1: 52,466 shares; 2025Q2: 54,172 shares; 2025Q3: 55,861 shares; 2025Q4: 125,745 shares; 2026Q1: 133,140 shares; 2026Q2: 185,782 shares 185,782 $9.44M 0.88% +52,642 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: 67,903 shares; 2024Q4: 72,599 shares; 2025Q1: 130,175 shares; 2025Q2: 134,431 shares; 2025Q3: 136,600 shares; 2025Q4: 153,495 shares; 2026Q1: 198,790 shares; 2026Q2: 308,786 shares 308,786 $7.56M 0.71% +109,996 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: 13,219 shares; 2024Q4: 12,656 shares; 2025Q1: 12,026 shares; 2025Q2: 11,610 shares; 2025Q3: 10,998 shares; 2025Q4: 10,344 shares; 2026Q1: 9,301 shares; 2026Q2: 9,391 shares 9,391 $3.36M 0.31% +90 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,443 shares; 2024Q4: 2,931 shares; 2025Q1: 3,005 shares; 2025Q2: 3,349 shares; 2025Q3: 3,491 shares; 2025Q4: 3,755 shares; 2026Q1: 3,696 shares; 2026Q2: 3,670 shares 3,670 $2.52M 0.24% -26 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: 1,773 shares; 2024Q4: 1,729 shares; 2025Q1: 2,696 shares; 2025Q2: 2,961 shares; 2025Q3: 2,847 shares; 2025Q4: 3,215 shares; 2026Q1: 3,759 shares; 2026Q2: 4,406 shares 4,406 $1.66M 0.16% +647 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: 2,682 shares; 2024Q4: 2,518 shares; 2025Q1: 3,036 shares; 2025Q2: 2,266 shares; 2025Q3: 2,466 shares; 2025Q4: 2,110 shares; 2026Q1: 2,254 shares; 2026Q2: 2,790 shares 2,790 $1.62M 0.15% +536 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: 1,458 shares; 2025Q3: 1,602 shares; 2025Q4: 1,640 shares; 2026Q1: 1,955 shares; 2026Q2: 2,580 shares 2,580 $1.23M 0.12% +625 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: 8,887 shares; 2024Q4: 8,907 shares; 2025Q1: 10,792 shares; 2025Q2: 10,830 shares; 2025Q3: 10,989 shares; 2025Q4: 9,813 shares; 2026Q1: 9,457 shares; 2026Q2: 10,025 shares 10,025 $1.17M 0.11% +568 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: 613,998 shares; 2024Q4: 591,080 shares; 2025Q1: 583,183 shares; 2025Q2: 572,284 shares; 2025Q3: 11,459 shares; 2025Q4: 5,255 shares; 2026Q1: 6,446 shares; 2026Q2: 8,298 shares 8,298 $1.16M 0.11% +1,852 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: 1,032 shares; 2024Q4: 1,035 shares; 2025Q1: 1,317 shares; 2025Q2: 1,439 shares; 2025Q3: 1,473 shares; 2025Q4: 1,507 shares; 2026Q1: 1,400 shares; 2026Q2: 1,470 shares 1,470 $1.08M 0.1% +70 Timeline BANK OF AMER CORP 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: 894 shares; 2024Q4: 898 shares; 2025Q1: 878 shares; 2025Q2: 881 shares; 2025Q3: 850 shares; 2025Q4: 800 shares; 2026Q1: 803 shares; 2026Q2: 856 shares 856 $1.07M 0.1% +53 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: 5,701 shares 5,701 $974K 0.09% new 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: 2,120 shares; 2024Q4: 2,162 shares; 2025Q1: 2,158 shares; 2025Q2: 2,080 shares; 2025Q3: 2,112 shares; 2025Q4: 2,227 shares; 2026Q1: 2,205 shares; 2026Q2: 2,762 shares 2,762 $823K 0.08% +557 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: not reported; 2026Q1: 626 shares; 2026Q2: 665 shares 665 $768K 0.07% +39 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,341 shares; 2024Q4: 2,321 shares; 2025Q1: 2,314 shares; 2025Q2: 2,322 shares; 2025Q3: 2,363 shares; 2025Q4: 2,328 shares; 2026Q1: 2,393 shares; 2026Q2: 2,177 shares 2,177 $713K 0.07% -216 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: 922 shares; 2024Q4: 837 shares; 2025Q1: 842 shares; 2025Q2: 857 shares; 2025Q3: 881 shares; 2025Q4: 823 shares; 2026Q1: 778 shares; 2026Q2: 706 shares 706 $660K 0.06% -72 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,970 shares; 2024Q4: 3,950 shares; 2025Q1: 3,964 shares; 2025Q2: 4,044 shares; 2025Q3: 4,093 shares; 2025Q4: 4,569 shares; 2026Q1: 3,900 shares; 2026Q2: 4,295 shares 4,295 $601K 0.06% +395 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: 12,856 shares; 2024Q4: 14,472 shares; 2025Q1: 15,403 shares; 2025Q2: 15,403 shares; 2025Q3: 16,163 shares; 2025Q4: 16,230 shares; 2026Q1: 16,922 shares; 2026Q2: 17,657 shares 17,657 $588K 0.05% +735 Timeline TOST TOAST INC More: the full row for TOAST 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: 15,248 shares; 2026Q2: 20,360 shares 20,360 $566K 0.05% +5,112 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,495 shares 1,495 $553K 0.05% new 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: 787 shares; 2024Q4: 700 shares; 2025Q1: 683 shares; 2025Q2: 731 shares; 2025Q3: 728 shares; 2025Q4: 671 shares; 2026Q1: 937 shares; 2026Q2: 1,078 shares 1,078 $539K 0.05% +141 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: 414,160 shares; 2024Q4: 418,110 shares; 2025Q1: 325,455 shares; 2025Q2: 342,482 shares; 2025Q3: 13,416 shares; 2025Q4: 7,989 shares; 2026Q1: 7,082 shares; 2026Q2: 9,082 shares 9,082 $523K 0.05% +2,000 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: 4,603 shares; 2024Q4: 4,593 shares; 2025Q1: 4,914 shares; 2025Q2: 4,671 shares; 2025Q3: 4,746 shares; 2025Q4: 4,713 shares; 2026Q1: 4,889 shares; 2026Q2: 4,503 shares 4,503 $510K 0.05% -386 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,221 shares; 2025Q4: 1,226 shares; 2026Q1: 1,290 shares; 2026Q2: 1,307 shares 1,307 $488K 0.05% +17 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: 277 shares; 2026Q2: 387 shares 387 $455K 0.04% +110 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,766 shares; 2025Q4: 26,347 shares; 2026Q1: 23,274 shares; 2026Q2: 33,479 shares 33,479 $446K 0.04% +10,205 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,372 shares; 2024Q4: 39,556 shares; 2025Q1: 63,665 shares; 2025Q2: 64,859 shares; 2025Q3: 83,013 shares; 2025Q4: 87,406 shares; 2026Q1: 725 shares; 2026Q2: 1,079 shares 1,079 $417K 0.04% +354 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,551 shares 1,551 $414K 0.04% new Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,021 shares; 2025Q2: 34,021 shares; 2025Q3: 34,505 shares; 2025Q4: 34,316 shares; 2026Q1: 32,916 shares; 2026Q2: 34,775 shares 34,775 $413K 0.04% +1,859 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: 2,263 shares; 2024Q4: 2,258 shares; 2025Q1: 2,317 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,322 shares; 2026Q1: 2,423 shares; 2026Q2: 2,966 shares 2,966 $381K 0.04% +543 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 469 shares; 2025Q3: 517 shares; 2025Q4: 516 shares; 2026Q1: 512 shares; 2026Q2: 510 shares 510 $381K 0.04% -2 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: 704 shares; 2024Q4: 695 shares; 2025Q1: 693 shares; 2025Q2: 693 shares; 2025Q3: 644 shares; 2025Q4: 643 shares; 2026Q1: 680 shares; 2026Q2: 727 shares 727 $373K 0.03% +47 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: 3,173 shares; 2024Q4: 3,102 shares; 2025Q1: 3,102 shares; 2025Q2: 3,102 shares; 2025Q3: 3,102 shares; 2025Q4: 3,102 shares; 2026Q1: 3,102 shares; 2026Q2: 3,102 shares 3,102 $364K 0.03% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,250 shares; 2025Q4: 6,101 shares; 2026Q1: 5,748 shares; 2026Q2: 6,184 shares 6,184 $331K 0.03% +436 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,456 shares; 2025Q4: 3,129 shares; 2026Q1: 3,268 shares; 2026Q2: 3,268 shares 3,268 $303K 0.03% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 346 shares 346 $259K 0.02% new 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: 2,583 shares 2,583 $259K 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: 2,502 shares; 2025Q2: 2,476 shares; 2025Q3: 2,424 shares; 2025Q4: 2,567 shares; 2026Q1: 3,111 shares; 2026Q2: 3,507 shares 3,507 $253K 0.02% +396 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: 4,363 shares 4,363 $249K 0.02% new Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,820 shares; 2024Q4: 16,830 shares; 2025Q1: 16,835 shares; 2025Q2: 14,843 shares; 2025Q3: 12,351 shares; 2025Q4: 12,360 shares; 2026Q1: 11,150 shares; 2026Q2: 10,750 shares 10,750 $245K 0.02% -400 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: not reported; 2026Q2: 3,355 shares 3,355 $240K 0.02% new Timeline TTRX TURN THERAPEUTICS INC More: the full row for TURN THERAPEUTICS 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: 15,000 shares; 2026Q1: 30,000 shares; 2026Q2: 30,000 shares 30,000 $219K 0.02% 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: 1,647 shares; 2025Q2: 1,657 shares; 2025Q3: 1,695 shares; 2025Q4: 1,635 shares; 2026Q1: 1,460 shares; 2026Q2: 1,472 shares 1,472 $216K 0.02% +12 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,816 shares 1,816 $213K 0.02% new Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI 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: 10,698 shares 10,698 $192K 0.02% new Timeline XNCMX NUVEEN CALIF AMT FREE MUNI I More: the full row for NUVEEN CALIF AMT FREE MUNI I 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: 11,000 shares 11,000 $138K 0.01% new Timeline RUM RUM GROUP INC More: the full row for RUM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,122 shares; 2024Q4: 12,125 shares; 2025Q1: 12,201 shares; 2025Q2: 12,201 shares; 2025Q3: 12,301 shares; 2025Q4: 11,501 shares; 2026Q1: not reported; 2026Q2: 11,501 shares 11,501 $72.9K 0.01% new Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR 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: 10,200 shares; 2025Q4: 10,279 shares; 2026Q1: 12,393 shares; 2026Q2: 13,307 shares 13,307 $61.5K 0.01% +914 Timeline CRDF CARDIFF ONCOLOGY INC More: the full row for CARDIFF ONCOLOGY 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: 11,495 shares; 2026Q1: 19,340 shares; 2026Q2: 23,795 shares 23,795 $30.9K <0.01% +4,455 Timeline ABTC AMERICAN BITCOIN CORP. More: the full row for AMERICAN BITCOIN 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: 10,335 shares; 2026Q1: 13,199 shares; 2026Q2: 14,399 shares 14,399 $9.81K <0.01% +1,200 Timeline