NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 245,733 shares; 2025Q1: 244,106 shares; 2025Q2: 246,247 shares; 2025Q3: 241,876 shares; 2025Q4: 237,583 shares; 2026Q1: 237,003 shares; 2026Q2: 227,718 shares 227,718 $45.6M 12.8% -9,285 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 296,687 shares; 2025Q1: 295,572 shares; 2025Q2: 301,799 shares; 2025Q3: 303,324 shares; 2025Q4: 298,442 shares; 2026Q1: 296,463 shares; 2026Q2: 291,189 shares 291,189 $27.8M 7.82% -5,274 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 loaded; 2024Q4: 101,936 shares; 2025Q1: 99,612 shares; 2025Q2: 100,572 shares; 2025Q3: 99,094 shares; 2025Q4: 97,139 shares; 2026Q1: 96,416 shares; 2026Q2: 95,112 shares 95,112 $27.5M 7.73% -1,304 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 368,020 shares; 2025Q1: 372,366 shares; 2025Q2: 371,747 shares; 2025Q3: 374,911 shares; 2025Q4: 378,364 shares; 2026Q1: 382,964 shares; 2026Q2: 386,664 shares 386,664 $21.8M 6.13% +3,700 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: not loaded; 2024Q4: 122,532 shares; 2025Q1: 124,159 shares; 2025Q2: 125,602 shares; 2025Q3: 125,547 shares; 2025Q4: 124,372 shares; 2026Q1: 124,028 shares; 2026Q2: 124,183 shares 124,183 $18.9M 5.31% +155 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: not loaded; 2024Q4: 44,196 shares; 2025Q1: 43,809 shares; 2025Q2: 44,408 shares; 2025Q3: 44,571 shares; 2025Q4: 44,234 shares; 2026Q1: 44,837 shares; 2026Q2: 44,620 shares 44,620 $16.6M 4.68% -217 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: not loaded; 2024Q4: 59,688 shares; 2025Q1: 59,770 shares; 2025Q2: 60,930 shares; 2025Q3: 61,551 shares; 2025Q4: 62,508 shares; 2026Q1: 62,813 shares; 2026Q2: 62,683 shares 62,683 $14.9M 4.2% -130 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 41,448 shares; 2025Q1: 41,645 shares; 2025Q2: 43,014 shares; 2025Q3: 43,146 shares; 2025Q4: 42,242 shares; 2026Q1: 42,235 shares; 2026Q2: 41,507 shares 41,507 $14.8M 4.17% -728 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 36,494 shares; 2025Q1: 40,447 shares; 2025Q2: 43,611 shares; 2025Q3: 44,322 shares; 2025Q4: 44,587 shares; 2026Q1: 45,303 shares; 2026Q2: 46,152 shares 46,152 $9.82M 2.76% +849 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 loaded; 2024Q4: 6,820 shares; 2025Q1: 6,847 shares; 2025Q2: 6,647 shares; 2025Q3: 6,519 shares; 2025Q4: 6,114 shares; 2026Q1: 6,072 shares; 2026Q2: 6,578 shares 6,578 $7.59M 2.13% +506 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,183 shares; 2025Q1: 21,628 shares; 2025Q2: 22,591 shares; 2025Q3: 22,570 shares; 2025Q4: 22,627 shares; 2026Q1: 22,675 shares; 2026Q2: 22,761 shares 22,761 $7.45M 2.09% +86 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 120,235 shares; 2025Q1: 120,235 shares; 2025Q2: 120,010 shares; 2025Q3: 119,083 shares; 2025Q4: 113,823 shares; 2026Q1: 113,205 shares; 2026Q2: 110,743 shares 110,743 $7.09M 1.99% -2,462 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: not loaded; 2024Q4: 19,431 shares; 2025Q1: 19,396 shares; 2025Q2: 19,499 shares; 2025Q3: 19,559 shares; 2025Q4: 19,294 shares; 2026Q1: 18,998 shares; 2026Q2: 18,780 shares 18,780 $6.92M 1.94% -218 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,918 shares; 2025Q1: 20,068 shares; 2025Q2: 19,998 shares; 2025Q3: 20,014 shares; 2025Q4: 20,148 shares; 2026Q1: 20,394 shares; 2026Q2: 19,328 shares 19,328 $6.83M 1.92% -1,066 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 138,090 shares; 2025Q1: 152,251 shares; 2025Q2: 161,885 shares; 2025Q3: 226,271 shares; 2025Q4: 271,147 shares; 2026Q1: 315,410 shares; 2026Q2: 319,165 shares 319,165 $6.5M 1.83% +3,755 Timeline BRK-A 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: not loaded; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 8 shares 8 $5.99M 1.68% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,942 shares; 2025Q1: 3,928 shares; 2025Q2: 4,368 shares; 2025Q3: 4,409 shares; 2025Q4: 4,431 shares; 2026Q1: 4,471 shares; 2026Q2: 4,492 shares 4,492 $4.54M 1.28% +21 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,202 shares; 2025Q1: 18,848 shares; 2025Q2: 19,779 shares; 2025Q3: 18,715 shares; 2025Q4: 17,957 shares; 2026Q1: 17,861 shares; 2026Q2: 18,136 shares 18,136 $4.4M 1.23% +275 Timeline KCE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29,346 shares; 2025Q1: 28,715 shares; 2025Q2: 28,340 shares; 2025Q3: 28,584 shares; 2025Q4: 28,144 shares; 2026Q1: 28,405 shares; 2026Q2: 28,881 shares 28,881 $4.25M 1.19% +476 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 97,009 shares; 2025Q1: 96,660 shares; 2025Q2: 96,632 shares; 2025Q3: 97,447 shares; 2025Q4: 97,172 shares; 2026Q1: 98,784 shares; 2026Q2: 100,071 shares 100,071 $3.82M 1.07% +1,287 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,035 shares; 2025Q1: 12,163 shares; 2025Q2: 12,330 shares; 2025Q3: 12,549 shares; 2025Q4: 13,053 shares; 2026Q1: 13,444 shares; 2026Q2: 13,577 shares 13,577 $3.45M 0.97% +133 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,129 shares; 2025Q3: 9,876 shares; 2025Q4: 25,446 shares; 2026Q1: 47,139 shares; 2026Q2: 65,092 shares 65,092 $2.76M 0.78% +17,953 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,761 shares; 2025Q1: 19,345 shares; 2025Q2: 19,265 shares; 2025Q3: 19,265 shares; 2025Q4: 18,290 shares; 2026Q1: 17,950 shares; 2026Q2: 17,949 shares 17,949 $2.55M 0.72% -1 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,986 shares; 2025Q1: 4,986 shares; 2025Q2: 4,828 shares; 2025Q3: 4,819 shares; 2025Q4: 4,819 shares; 2026Q1: 4,803 shares; 2026Q2: 4,756 shares 4,756 $2.47M 0.69% -47 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,950 shares; 2025Q1: 1,950 shares; 2025Q2: 2,036 shares; 2025Q3: 2,065 shares; 2025Q4: 2,065 shares; 2026Q1: 2,048 shares; 2026Q2: 1,933 shares 1,933 $2.19M 0.62% -115 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 loaded; 2024Q4: 3,081 shares; 2025Q1: 3,101 shares; 2025Q2: 3,136 shares; 2025Q3: 3,045 shares; 2025Q4: 2,948 shares; 2026Q1: 2,895 shares; 2026Q2: 2,890 shares 2,890 $2.16M 0.61% -5 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: not loaded; 2024Q4: 9,944 shares; 2025Q1: 9,904 shares; 2025Q2: 10,122 shares; 2025Q3: 9,979 shares; 2025Q4: 9,818 shares; 2026Q1: 9,851 shares; 2026Q2: 9,613 shares 9,613 $2.12M 0.6% -238 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,398 shares; 2025Q1: 3,633 shares; 2025Q2: 3,962 shares; 2025Q3: 4,685 shares; 2025Q4: 4,877 shares; 2026Q1: 5,190 shares; 2026Q2: 5,520 shares 5,520 $2.09M 0.59% +330 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: not loaded; 2024Q4: 2,377 shares; 2025Q1: 2,377 shares; 2025Q2: 2,641 shares; 2025Q3: 2,641 shares; 2025Q4: 2,592 shares; 2026Q1: 2,687 shares; 2026Q2: 2,605 shares 2,605 $1.92M 0.54% -82 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,426 shares; 2025Q1: 12,439 shares; 2025Q2: 12,395 shares; 2025Q3: 12,395 shares; 2025Q4: 12,395 shares; 2026Q1: 12,384 shares; 2026Q2: 12,375 shares 12,375 $1.87M 0.53% -9 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 loaded; 2024Q4: 4,596 shares; 2025Q1: 4,596 shares; 2025Q2: 4,596 shares; 2025Q3: 4,596 shares; 2025Q4: 4,596 shares; 2026Q1: 4,596 shares; 2026Q2: 5,657 shares 5,657 $1.69M 0.47% +1,061 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 loaded; 2024Q4: 7,942 shares; 2025Q1: 7,942 shares; 2025Q2: 7,942 shares; 2025Q3: 7,942 shares; 2025Q4: 7,942 shares; 2026Q1: 7,953 shares; 2026Q2: 8,053 shares 8,053 $1.68M 0.47% +100 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 loaded; 2024Q4: 1,771 shares; 2025Q1: 1,739 shares; 2025Q2: 1,737 shares; 2025Q3: 1,756 shares; 2025Q4: 1,756 shares; 2026Q1: 1,748 shares; 2026Q2: 1,736 shares 1,736 $1.67M 0.47% -12 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 36,723 shares; 2025Q1: 36,575 shares; 2025Q2: 36,575 shares; 2025Q3: 36,575 shares; 2025Q4: 36,432 shares; 2026Q1: 36,132 shares; 2026Q2: 36,131 shares 36,131 $1.64M 0.46% -1 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 loaded; 2024Q4: 6,079 shares; 2025Q1: 6,091 shares; 2025Q2: 6,083 shares; 2025Q3: 6,215 shares; 2025Q4: 5,988 shares; 2026Q1: 6,032 shares; 2026Q2: 6,042 shares 6,042 $1.63M 0.46% +10 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,511 shares 9,511 $1.63M 0.46% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,063 shares; 2025Q1: 3,193 shares; 2025Q2: 3,005 shares; 2025Q3: 2,965 shares; 2025Q4: 2,875 shares; 2026Q1: 2,828 shares; 2026Q2: 2,744 shares 2,744 $1.59M 0.45% -84 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,807 shares; 2025Q1: 8,957 shares; 2025Q2: 8,738 shares; 2025Q3: 8,958 shares; 2025Q4: 9,020 shares; 2026Q1: 9,393 shares; 2026Q2: 9,529 shares 9,529 $1.58M 0.44% +136 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 loaded; 2024Q4: 3,935 shares; 2025Q1: 3,919 shares; 2025Q2: 3,993 shares; 2025Q3: 4,108 shares; 2025Q4: 4,108 shares; 2026Q1: 4,148 shares; 2026Q2: 4,064 shares 4,064 $1.39M 0.39% -84 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,968 shares; 2025Q1: 3,968 shares; 2025Q2: 3,957 shares; 2025Q3: 3,957 shares; 2025Q4: 3,957 shares; 2026Q1: 3,963 shares; 2026Q2: 3,961 shares 3,961 $1.35M 0.38% -2 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,718 shares; 2025Q1: 11,673 shares; 2025Q2: 11,673 shares; 2025Q3: 13,325 shares; 2025Q4: 13,325 shares; 2026Q1: 13,325 shares; 2026Q2: 13,325 shares 13,325 $1.28M 0.36% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,029 shares; 2025Q1: 3,761 shares; 2025Q2: 3,709 shares; 2025Q3: 3,709 shares; 2025Q4: 3,705 shares; 2026Q1: 3,681 shares; 2026Q2: 3,595 shares 3,595 $1.27M 0.36% -86 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 loaded; 2024Q4: 21,190 shares; 2025Q1: 21,617 shares; 2025Q2: 21,473 shares; 2025Q3: 20,669 shares; 2025Q4: 19,194 shares; 2026Q1: 18,389 shares; 2026Q2: 16,088 shares 16,088 $1.16M 0.33% -2,301 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,286 shares; 2025Q3: 2,286 shares; 2025Q4: 2,404 shares; 2026Q1: 2,363 shares; 2026Q2: 3,382 shares 3,382 $1.13M 0.32% +1,019 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,873 shares; 2025Q3: 1,873 shares; 2025Q4: 2,452 shares; 2026Q1: 2,672 shares; 2026Q2: 2,617 shares 2,617 $1.13M 0.32% -55 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,345 shares; 2025Q1: 7,285 shares; 2025Q2: 7,285 shares; 2025Q3: 40,049 shares; 2025Q4: 45,676 shares; 2026Q1: 48,077 shares; 2026Q2: 42,643 shares 42,643 $1.11M 0.31% -5,434 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,577 shares; 2025Q1: 9,097 shares; 2025Q2: 13,005 shares; 2025Q3: 13,986 shares; 2025Q4: 14,560 shares; 2026Q1: 15,278 shares; 2026Q2: 15,328 shares 15,328 $1.1M 0.31% +50 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: not loaded; 2024Q4: 13,193 shares; 2025Q1: 13,489 shares; 2025Q2: 13,222 shares; 2025Q3: 13,531 shares; 2025Q4: 13,531 shares; 2026Q1: 13,503 shares; 2026Q2: 13,501 shares 13,501 $1.1M 0.31% -2 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,626 shares; 2025Q1: 9,406 shares; 2025Q2: 9,749 shares; 2025Q3: 12,681 shares; 2025Q4: 12,921 shares; 2026Q1: 14,733 shares; 2026Q2: 17,846 shares 17,846 $1.1M 0.31% +3,113 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 loaded; 2024Q4: 11,866 shares; 2025Q1: 11,866 shares; 2025Q2: 11,839 shares; 2025Q3: 12,219 shares; 2025Q4: 12,219 shares; 2026Q1: 12,480 shares; 2026Q2: 12,345 shares 12,345 $1.08M 0.3% -135 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,364 shares; 2026Q2: 22,920 shares 22,920 $1.06M 0.3% +5,556 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,249 shares; 2025Q1: 2,214 shares; 2025Q2: 2,211 shares; 2025Q3: 2,211 shares; 2025Q4: 2,109 shares; 2026Q1: 2,105 shares; 2026Q2: 2,104 shares 2,104 $1.05M 0.3% -1 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: not loaded; 2024Q4: 5,579 shares; 2025Q1: 5,513 shares; 2025Q2: 5,498 shares; 2025Q3: 5,498 shares; 2025Q4: 5,492 shares; 2026Q1: 5,492 shares; 2026Q2: 5,461 shares 5,461 $1.04M 0.29% -31 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,580 shares; 2025Q1: 7,495 shares; 2025Q2: 8,431 shares; 2025Q3: 8,431 shares; 2025Q4: 8,431 shares; 2026Q1: 8,391 shares; 2026Q2: 8,384 shares 8,384 $1.03M 0.29% -7 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,955 shares; 2025Q1: 3,955 shares; 2025Q2: 3,955 shares; 2025Q3: 3,955 shares; 2025Q4: 3,955 shares; 2026Q1: 3,962 shares; 2026Q2: 4,032 shares 4,032 $1.01M 0.29% +70 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,007 shares; 2025Q1: 6,007 shares; 2025Q2: 5,944 shares; 2025Q3: 6,087 shares; 2025Q4: 6,052 shares; 2026Q1: 5,839 shares; 2026Q2: 5,858 shares 5,858 $958K 0.27% +19 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: not loaded; 2024Q4: 767 shares; 2025Q1: 902 shares; 2025Q2: 902 shares; 2025Q3: 960 shares; 2025Q4: 920 shares; 2026Q1: 1,044 shares; 2026Q2: 1,233 shares 1,233 $941K 0.26% +189 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,931 shares; 2025Q1: 1,894 shares; 2025Q2: 1,886 shares; 2025Q3: 1,886 shares; 2025Q4: 1,886 shares; 2026Q1: 1,886 shares; 2026Q2: 1,884 shares 1,884 $933K 0.26% -2 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 996 shares; 2025Q3: 1,314 shares; 2025Q4: 1,584 shares; 2026Q1: 1,596 shares; 2026Q2: 1,881 shares 1,881 $898K 0.25% +285 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,144 shares; 2025Q1: 9,144 shares; 2025Q2: 9,126 shares; 2025Q3: 9,050 shares; 2025Q4: 9,050 shares; 2026Q1: 9,032 shares; 2026Q2: 9,022 shares 9,022 $827K 0.23% -10 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,954 shares; 2025Q1: 2,954 shares; 2025Q2: 3,221 shares; 2025Q3: 3,172 shares; 2025Q4: 3,172 shares; 2026Q1: 3,155 shares; 2026Q2: 3,031 shares 3,031 $824K 0.23% -124 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: not loaded; 2024Q4: 1,572 shares; 2025Q1: 1,812 shares; 2025Q2: 1,966 shares; 2025Q3: 1,833 shares; 2025Q4: 1,833 shares; 2026Q1: 1,767 shares; 2026Q2: 1,625 shares 1,625 $813K 0.23% -142 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,466 shares; 2025Q1: 3,466 shares; 2025Q2: 3,448 shares; 2025Q3: 3,448 shares; 2025Q4: 3,448 shares; 2026Q1: 3,436 shares; 2026Q2: 3,435 shares 3,435 $757K 0.21% -1 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,658 shares; 2025Q1: 1,658 shares; 2025Q2: 1,649 shares; 2025Q3: 1,645 shares; 2025Q4: 1,645 shares; 2026Q1: 1,645 shares; 2026Q2: 1,640 shares 1,640 $752K 0.21% -5 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,251 shares; 2025Q1: 3,184 shares; 2025Q2: 3,166 shares; 2025Q3: 3,166 shares; 2025Q4: 3,166 shares; 2026Q1: 3,157 shares; 2026Q2: 3,147 shares 3,147 $702K 0.2% -10 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,524 shares; 2025Q1: 2,481 shares; 2025Q2: 2,471 shares; 2025Q3: 2,471 shares; 2025Q4: 2,471 shares; 2026Q1: 2,460 shares; 2026Q2: 2,459 shares 2,459 $685K 0.19% -1 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: not loaded; 2024Q4: 721 shares; 2025Q1: 710 shares; 2025Q2: 710 shares; 2025Q3: 725 shares; 2025Q4: 725 shares; 2026Q1: 725 shares; 2026Q2: 725 shares 725 $678K 0.19% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,300 shares; 2025Q4: 2,900 shares; 2026Q1: 2,850 shares; 2026Q2: 2,634 shares 2,634 $673K 0.19% -216 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 loaded; 2024Q4: 3,879 shares; 2025Q1: 4,539 shares; 2025Q2: 4,549 shares; 2025Q3: 4,002 shares; 2025Q4: 4,109 shares; 2026Q1: 4,790 shares; 2026Q2: 5,729 shares 5,729 $668K 0.19% +939 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 324 shares; 2025Q1: 324 shares; 2025Q2: 324 shares; 2025Q3: 324 shares; 2025Q4: 324 shares; 2026Q1: 324 shares; 2026Q2: 324 shares 324 $645K 0.18% 0 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,664 shares; 2026Q1: 72,368 shares; 2026Q2: 72,368 shares 72,368 $634K 0.18% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,617 shares; 2025Q1: 2,617 shares; 2025Q2: 2,617 shares; 2025Q3: 2,617 shares; 2025Q4: 2,617 shares; 2026Q1: 2,617 shares; 2026Q2: 2,592 shares 2,592 $628K 0.18% -25 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: not loaded; 2024Q4: not reported; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,796 shares; 2025Q4: 1,900 shares; 2026Q1: 2,188 shares; 2026Q2: 2,443 shares 2,443 $622K 0.17% +255 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,446 shares; 2025Q1: 4,974 shares; 2025Q2: 4,910 shares; 2025Q3: 4,910 shares; 2025Q4: 4,910 shares; 2026Q1: 4,910 shares; 2026Q2: 3,251 shares 3,251 $619K 0.17% -1,659 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 51,076 shares; 2025Q1: 48,776 shares; 2025Q2: 48,301 shares; 2025Q3: 48,300 shares; 2025Q4: 48,300 shares; 2026Q1: 48,300 shares; 2026Q2: 48,300 shares 48,300 $616K 0.17% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 606 shares; 2025Q1: not reported; 2025Q2: 606 shares; 2025Q3: 606 shares; 2025Q4: 564 shares; 2026Q1: 564 shares; 2026Q2: 564 shares 564 $601K 0.17% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,343 shares; 2025Q1: 4,282 shares; 2025Q2: 4,181 shares; 2025Q3: 3,982 shares; 2025Q4: 3,750 shares; 2026Q1: 3,173 shares; 2026Q2: 2,840 shares 2,840 $582K 0.16% -333 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 loaded; 2024Q4: 676 shares; 2025Q1: 676 shares; 2025Q2: 636 shares; 2025Q3: 478 shares; 2025Q4: 478 shares; 2026Q1: 478 shares; 2026Q2: 478 shares 478 $573K 0.16% 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: not loaded; 2024Q4: 1,368 shares; 2025Q1: 1,300 shares; 2025Q2: 1,327 shares; 2025Q3: 1,327 shares; 2025Q4: 1,327 shares; 2026Q1: 1,327 shares; 2026Q2: 1,327 shares 1,327 $558K 0.16% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,301 shares; 2025Q1: 1,301 shares; 2025Q2: 1,290 shares; 2025Q3: 1,290 shares; 2025Q4: 1,290 shares; 2026Q1: 1,290 shares; 2026Q2: 1,287 shares 1,287 $548K 0.15% -3 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,293 shares; 2025Q1: 7,223 shares; 2025Q2: 7,207 shares; 2025Q3: 6,677 shares; 2025Q4: 6,022 shares; 2026Q1: 5,317 shares; 2026Q2: 5,317 shares 5,317 $543K 0.15% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,977 shares; 2026Q1: 32,795 shares; 2026Q2: 40,567 shares 40,567 $540K 0.15% +7,772 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,273 shares; 2025Q4: 28,467 shares; 2026Q1: 32,705 shares; 2026Q2: 34,893 shares 34,893 $524K 0.15% +2,188 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,202 shares; 2026Q2: 3,202 shares 3,202 $519K 0.15% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,969 shares; 2026Q1: 6,601 shares; 2026Q2: 10,671 shares 10,671 $484K 0.14% +4,070 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,735 shares; 2025Q1: 6,690 shares; 2025Q2: 6,545 shares; 2025Q3: 6,166 shares; 2025Q4: 6,025 shares; 2026Q1: 5,798 shares; 2026Q2: 4,988 shares 4,988 $480K 0.13% -810 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,096 shares; 2025Q1: 3,084 shares; 2025Q2: 3,065 shares; 2025Q3: 3,050 shares; 2025Q4: 3,050 shares; 2026Q1: 3,044 shares; 2026Q2: 3,041 shares 3,041 $477K 0.13% -3 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 154 shares; 2026Q2: 1,540 shares 1,540 $465K 0.13% +1,386 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 979 shares; 2025Q1: 979 shares; 2025Q2: 979 shares; 2025Q3: 979 shares; 2025Q4: 929 shares; 2026Q1: 904 shares; 2026Q2: 3,616 shares 3,616 $449K 0.13% +2,712 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 344 shares; 2025Q1: not reported; 2025Q2: 334 shares; 2025Q3: 334 shares; 2025Q4: 315 shares; 2026Q1: 315 shares; 2026Q2: 310 shares 310 $429K 0.12% -5 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,392 shares; 2025Q1: 10,392 shares; 2025Q2: 10,392 shares; 2025Q3: 7,324 shares; 2025Q4: 7,324 shares; 2026Q1: 8,224 shares; 2026Q2: 10,026 shares 10,026 $408K 0.11% +1,802 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,640 shares 8,640 $388K 0.11% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $374K 0.1% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,777 shares; 2025Q1: 7,386 shares; 2025Q2: 7,386 shares; 2025Q3: 7,236 shares; 2025Q4: 6,969 shares; 2026Q1: 6,869 shares; 2026Q2: 6,869 shares 6,869 $368K 0.1% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,624 shares 1,624 $364K 0.1% new 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 loaded; 2024Q4: 3,669 shares; 2025Q1: 3,669 shares; 2025Q2: 3,331 shares; 2025Q3: 3,331 shares; 2025Q4: 3,331 shares; 2026Q1: 3,357 shares; 2026Q2: 3,082 shares 3,082 $362K 0.1% -275 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,541 shares; 2026Q1: 3,541 shares; 2026Q2: 3,541 shares 3,541 $360K 0.1% 0 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,625 shares 1,625 $359K 0.1% new 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 loaded; 2024Q4: 3,445 shares; 2025Q1: 2,789 shares; 2025Q2: 2,945 shares; 2025Q3: 2,806 shares; 2025Q4: 2,806 shares; 2026Q1: 2,806 shares; 2026Q2: 2,794 shares 2,794 $359K 0.1% -12 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,101 shares 2,101 $357K 0.1% new 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: not loaded; 2024Q4: 4,562 shares; 2025Q1: 2,908 shares; 2025Q2: 2,895 shares; 2025Q3: 2,738 shares; 2025Q4: 2,668 shares; 2026Q1: 2,628 shares; 2026Q2: 2,623 shares 2,623 $355K 0.1% -5 Timeline PBW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,775 shares; 2025Q1: 18,775 shares; 2025Q2: 18,079 shares; 2025Q3: 15,098 shares; 2025Q4: 14,080 shares; 2026Q1: 12,309 shares; 2026Q2: 8,924 shares 8,924 $348K 0.1% -3,385 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,667 shares; 2025Q1: 4,621 shares; 2025Q2: 2,633 shares; 2025Q3: 1,352 shares; 2025Q4: 1,245 shares; 2026Q1: 841 shares; 2026Q2: 815 shares 815 $339K 0.1% -26 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: not loaded; 2024Q4: 593 shares; 2025Q1: 524 shares; 2025Q2: 524 shares; 2025Q3: 583 shares; 2025Q4: 656 shares; 2026Q1: 577 shares; 2026Q2: 600 shares 600 $338K 0.09% +23 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,846 shares; 2025Q1: 1,846 shares; 2025Q2: 1,846 shares; 2025Q3: 1,846 shares; 2025Q4: 1,789 shares; 2026Q1: 1,789 shares; 2026Q2: 1,789 shares 1,789 $331K 0.09% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,363 shares; 2026Q2: 1,455 shares 1,455 $324K 0.09% +92 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,524 shares; 2025Q1: 4,440 shares; 2025Q2: 4,271 shares; 2025Q3: 4,205 shares; 2025Q4: 4,205 shares; 2026Q1: 4,165 shares; 2026Q2: 4,132 shares 4,132 $323K 0.09% -33 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: not loaded; 2024Q4: 2,330 shares; 2025Q1: 2,456 shares; 2025Q2: 2,458 shares; 2025Q3: 2,394 shares; 2025Q4: 2,183 shares; 2026Q1: 2,959 shares; 2026Q2: 2,853 shares 2,853 $311K 0.09% -106 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,807 shares; 2025Q1: 2,807 shares; 2025Q2: 2,807 shares; 2025Q3: 2,807 shares; 2025Q4: 2,807 shares; 2026Q1: 2,807 shares; 2026Q2: 2,807 shares 2,807 $310K 0.09% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,194 shares; 2025Q1: 4,182 shares; 2025Q2: 4,167 shares; 2025Q3: 4,167 shares; 2025Q4: 4,167 shares; 2026Q1: 4,167 shares; 2026Q2: 4,158 shares 4,158 $305K 0.09% -9 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,098 shares 1,098 $303K 0.09% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,390 shares; 2025Q4: 2,609 shares; 2026Q1: 2,627 shares; 2026Q2: 2,677 shares 2,677 $303K 0.09% +50 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: not loaded; 2024Q4: 660 shares; 2025Q1: 640 shares; 2025Q2: 636 shares; 2025Q3: 634 shares; 2025Q4: 633 shares; 2026Q1: 633 shares; 2026Q2: 586 shares 586 $299K 0.08% -47 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,959 shares 2,959 $295K 0.08% new 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: not loaded; 2024Q4: 2,131 shares; 2025Q1: 2,131 shares; 2025Q2: 2,114 shares; 2025Q3: 2,114 shares; 2025Q4: 2,114 shares; 2026Q1: 2,133 shares; 2026Q2: 2,133 shares 2,133 $292K 0.08% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 293 shares; 2025Q3: 293 shares; 2025Q4: 293 shares; 2026Q1: 291 shares; 2026Q2: 291 shares 291 $285K 0.08% 0 Timeline SLVP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares; 2026Q2: 9,000 shares 9,000 $277K 0.08% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,738 shares 2,738 $272K 0.08% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,605 shares; 2025Q2: 3,605 shares; 2025Q3: 3,605 shares; 2025Q4: 3,605 shares; 2026Q1: 3,605 shares; 2026Q2: 3,605 shares 3,605 $268K 0.08% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 371 shares 371 $265K 0.07% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,330 shares; 2026Q1: 3,697 shares; 2026Q2: 3,697 shares 3,697 $264K 0.07% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 641 shares; 2026Q2: 641 shares 641 $255K 0.07% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 567 shares 567 $253K 0.07% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 469 shares; 2025Q3: 469 shares; 2025Q4: 469 shares; 2026Q1: 469 shares; 2026Q2: 469 shares 469 $245K 0.07% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,553 shares; 2025Q1: 1,480 shares; 2025Q2: 1,460 shares; 2025Q3: 1,460 shares; 2025Q4: 1,435 shares; 2026Q1: 1,421 shares; 2026Q2: 1,418 shares 1,418 $236K 0.07% -3 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 loaded; 2024Q4: 1,623 shares; 2025Q1: 1,528 shares; 2025Q2: 1,797 shares; 2025Q3: 2,666 shares; 2025Q4: 1,663 shares; 2026Q1: 1,655 shares; 2026Q2: 1,585 shares 1,585 $232K 0.07% -70 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,430 shares; 2025Q2: 1,430 shares; 2025Q3: 1,430 shares; 2025Q4: 1,430 shares; 2026Q1: 1,430 shares; 2026Q2: 1,430 shares 1,430 $232K 0.07% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,518 shares; 2025Q3: 1,518 shares; 2025Q4: 1,518 shares; 2026Q1: not reported; 2026Q2: 1,518 shares 1,518 $222K 0.06% new Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,854 shares 3,854 $219K 0.06% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,578 shares; 2025Q1: 2,578 shares; 2025Q2: 2,578 shares; 2025Q3: 2,578 shares; 2025Q4: 2,579 shares; 2026Q1: 2,582 shares; 2026Q2: 2,585 shares 2,585 $214K 0.06% +3 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 247 shares 247 $212K 0.06% new 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: not loaded; 2024Q4: 1,531 shares; 2025Q1: 1,531 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,351 shares; 2026Q2: 1,351 shares 1,351 $211K 0.06% 0 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,755 shares 1,755 $209K 0.06% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,621 shares; 2025Q1: 3,621 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,627 shares; 2026Q2: 3,627 shares 3,627 $209K 0.06% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 576 shares; 2026Q2: 576 shares 576 $209K 0.06% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $208K 0.06% 0 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,800 shares 1,800 $207K 0.06% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,782 shares; 2026Q1: 6,532 shares; 2026Q2: 3,782 shares 3,782 $202K 0.06% -2,750 Timeline NVAX NOVAVAX INC More: the full row for NOVAVAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,640 shares; 2025Q1: 10,640 shares; 2025Q2: 10,640 shares; 2025Q3: 10,640 shares; 2025Q4: 10,640 shares; 2026Q1: 10,640 shares; 2026Q2: 10,641 shares 10,641 $100K 0.03% +1 Timeline