NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,636,548 shares; 2024Q4: 1,501,433 shares; 2025Q1: 1,469,166 shares; 2025Q2: 1,444,436 shares; 2025Q3: 1,453,589 shares; 2025Q4: 1,430,780 shares; 2026Q1: 1,397,033 shares; 2026Q2: 1,381,130 shares 1,381,130 $276M 12.98% -15,903 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: 528,126 shares; 2024Q4: 524,986 shares; 2025Q1: 529,248 shares; 2025Q2: 537,181 shares; 2025Q3: 542,688 shares; 2025Q4: 588,475 shares; 2026Q1: 590,779 shares; 2026Q2: 583,453 shares 583,453 $169M 7.93% -7,326 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: 436,096 shares; 2024Q4: 427,484 shares; 2025Q1: 440,605 shares; 2025Q2: 439,932 shares; 2025Q3: 452,611 shares; 2025Q4: 454,974 shares; 2026Q1: 455,282 shares; 2026Q2: 453,585 shares 453,585 $162M 7.61% -1,697 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: 579,644 shares; 2024Q4: 570,327 shares; 2025Q1: 583,325 shares; 2025Q2: 587,514 shares; 2025Q3: 624,899 shares; 2025Q4: 629,665 shares; 2026Q1: 639,978 shares; 2026Q2: 639,319 shares 639,319 $152M 7.16% -659 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: 657,254 shares; 2024Q4: 682,400 shares; 2025Q1: 867,337 shares; 2025Q2: 1,092,236 shares; 2025Q3: 1,031,402 shares; 2025Q4: 849,987 shares; 2026Q1: 777,775 shares; 2026Q2: 278,659 shares 278,659 $74.3M 3.49% -499,116 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: 101,248 shares; 2024Q4: 96,888 shares; 2025Q1: 96,816 shares; 2025Q2: 95,566 shares; 2025Q3: 101,874 shares; 2025Q4: 1,035,401 shares; 2026Q1: 1,045,455 shares; 2026Q2: 1,015,066 shares 1,015,066 $72.5M 3.4% -30,389 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: 133,191 shares; 2024Q4: 140,084 shares; 2025Q1: 146,351 shares; 2025Q2: 143,780 shares; 2025Q3: 176,435 shares; 2025Q4: 179,881 shares; 2026Q1: 181,899 shares; 2026Q2: 182,517 shares 182,517 $68.9M 3.24% +618 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: 48,032 shares; 2024Q4: 51,031 shares; 2025Q1: 54,938 shares; 2025Q2: 55,594 shares; 2025Q3: 54,715 shares; 2025Q4: 54,643 shares; 2026Q1: 54,594 shares; 2026Q2: 54,814 shares 54,814 $65.7M 3.09% +220 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: 87,717 shares; 2024Q4: 91,343 shares; 2025Q1: 128,290 shares; 2025Q2: 659,678 shares; 2025Q3: 800,395 shares; 2025Q4: 937,037 shares; 2026Q1: 993,025 shares; 2026Q2: 1,044,284 shares 1,044,284 $59M 2.77% +51,259 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: 36,488 shares; 2024Q4: 32,773 shares; 2025Q1: 31,586 shares; 2025Q2: 30,478 shares; 2025Q3: 29,860 shares; 2025Q4: 29,749 shares; 2026Q1: 30,154 shares; 2026Q2: 85,270 shares 85,270 $54.6M 2.57% +55,116 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: 3,309 shares; 2024Q4: 3,362 shares; 2025Q1: 32,512 shares; 2025Q2: 47,912 shares; 2025Q3: 53,117 shares; 2025Q4: 56,342 shares; 2026Q1: 61,925 shares; 2026Q2: 66,066 shares 66,066 $50.4M 2.37% +4,141 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: 64,963 shares; 2024Q4: 107,993 shares; 2025Q1: 133,563 shares; 2025Q2: not reported; 2025Q3: 56,498 shares; 2025Q4: 79,309 shares; 2026Q1: 83,040 shares; 2026Q2: 105,170 shares 105,170 $35.2M 1.65% +22,130 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 reported; 2024Q4: 7,995 shares; 2025Q1: 68,450 shares; 2025Q2: 241,619 shares; 2025Q3: 271,586 shares; 2025Q4: 317,764 shares; 2026Q1: 370,786 shares; 2026Q2: 559,504 shares 559,504 $34.4M 1.62% +188,718 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: 56,238 shares; 2024Q4: 65,132 shares; 2025Q1: 60,682 shares; 2025Q2: 57,089 shares; 2025Q3: 59,420 shares; 2025Q4: 59,132 shares; 2026Q1: 58,779 shares; 2026Q2: 58,878 shares 58,878 $34.2M 1.61% +99 Timeline DFEN 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: 349,255 shares; 2024Q4: 384,884 shares; 2025Q1: 407,109 shares; 2025Q2: 406,769 shares; 2025Q3: 381,571 shares; 2025Q4: 352,535 shares; 2026Q1: 342,983 shares; 2026Q2: 332,905 shares 332,905 $26.6M 1.25% -10,078 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: 2,753 shares; 2024Q4: 3,041 shares; 2025Q1: 3,436 shares; 2025Q2: 4,193 shares; 2025Q3: 3,672 shares; 2025Q4: 3,796 shares; 2026Q1: 4,373 shares; 2026Q2: 22,769 shares 22,769 $26.3M 1.23% +18,396 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,363 shares; 2024Q4: 41,134 shares; 2025Q1: 48,073 shares; 2025Q2: 55,150 shares; 2025Q3: 63,880 shares; 2025Q4: 65,788 shares; 2026Q1: 66,530 shares; 2026Q2: 62,985 shares 62,985 $25M 1.18% -3,545 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: 50,392 shares; 2024Q4: 52,911 shares; 2025Q1: 55,753 shares; 2025Q2: 53,532 shares; 2025Q3: 72,253 shares; 2025Q4: 73,384 shares; 2026Q1: 73,370 shares; 2026Q2: 64,779 shares 64,779 $24.2M 1.13% -8,591 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: 11,271 shares; 2024Q4: 13,260 shares; 2025Q1: 13,123 shares; 2025Q2: 12,495 shares; 2025Q3: 13,277 shares; 2025Q4: 13,707 shares; 2026Q1: 14,965 shares; 2026Q2: 21,130 shares 21,130 $22.5M 1.06% +6,165 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: 63,254 shares; 2024Q4: 62,846 shares; 2025Q1: 63,997 shares; 2025Q2: 63,701 shares; 2025Q3: 64,759 shares; 2025Q4: 62,549 shares; 2026Q1: 65,144 shares; 2026Q2: 63,513 shares 63,513 $22.4M 1.05% -1,631 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: 177,439 shares; 2024Q4: 170,533 shares; 2025Q1: 279,906 shares; 2025Q2: 291,135 shares; 2025Q3: 298,715 shares; 2025Q4: 296,068 shares; 2026Q1: 311,231 shares; 2026Q2: 323,806 shares 323,806 $20.4M 0.96% +12,575 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: 47,019 shares; 2024Q4: 58,748 shares; 2025Q1: 59,080 shares; 2025Q2: 57,170 shares; 2025Q3: 57,994 shares; 2025Q4: 59,357 shares; 2026Q1: 60,011 shares; 2026Q2: 60,094 shares 60,094 $19.7M 0.92% +83 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 428 shares; 2025Q2: 479 shares; 2025Q3: 559 shares; 2025Q4: 601 shares; 2026Q1: 706 shares; 2026Q2: 9,590 shares 9,590 $19.1M 0.9% +8,884 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: 45,838 shares; 2024Q4: 49,408 shares; 2025Q1: 48,779 shares; 2025Q2: 47,716 shares; 2025Q3: 51,150 shares; 2025Q4: 51,605 shares; 2026Q1: 52,397 shares; 2026Q2: 52,932 shares 52,932 $18.2M 0.85% +535 Timeline TECL 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: 80,462 shares; 2024Q4: 73,540 shares; 2025Q1: 70,857 shares; 2025Q2: 107,356 shares; 2025Q3: 95,701 shares; 2025Q4: 77,619 shares; 2026Q1: 78,939 shares; 2026Q2: 74,282 shares 74,282 $17.1M 0.81% -4,657 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: 3,326 shares; 2025Q1: 3,589 shares; 2025Q2: 3,048 shares; 2025Q3: 39,278 shares; 2025Q4: 39,331 shares; 2026Q1: 39,741 shares; 2026Q2: 39,375 shares 39,375 $17.1M 0.8% -366 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: 13,446 shares; 2024Q4: 14,333 shares; 2025Q1: 15,780 shares; 2025Q2: 14,739 shares; 2025Q3: 18,001 shares; 2025Q4: 19,983 shares; 2026Q1: 20,172 shares; 2026Q2: 24,428 shares 24,428 $16.8M 0.79% +4,256 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: 45,345 shares; 2024Q4: 47,345 shares; 2025Q1: 47,801 shares; 2025Q2: 47,373 shares; 2025Q3: 49,243 shares; 2025Q4: 49,016 shares; 2026Q1: 48,508 shares; 2026Q2: 46,374 shares 46,374 $16.4M 0.77% -2,134 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,126 shares; 2024Q4: 111,168 shares; 2025Q1: 108,402 shares; 2025Q2: 110,402 shares; 2025Q3: 108,806 shares; 2025Q4: 111,813 shares; 2026Q1: 104,975 shares; 2026Q2: 109,400 shares 109,400 $15M 0.71% +4,425 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: 16,284 shares; 2024Q4: 16,467 shares; 2025Q1: 16,535 shares; 2025Q2: 16,110 shares; 2025Q3: 17,727 shares; 2025Q4: 18,183 shares; 2026Q1: 19,491 shares; 2026Q2: 19,892 shares 19,892 $14.6M 0.69% +401 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: 142,320 shares; 2024Q4: 174,010 shares; 2025Q1: 187,098 shares; 2025Q2: 195,310 shares; 2025Q3: 205,386 shares; 2025Q4: 209,540 shares; 2026Q1: 208,368 shares; 2026Q2: 201,466 shares 201,466 $14.5M 0.68% -6,902 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: 9,760 shares; 2024Q4: 10,239 shares; 2025Q1: 10,142 shares; 2025Q2: 10,134 shares; 2025Q3: 10,482 shares; 2025Q4: 10,933 shares; 2026Q1: 11,103 shares; 2026Q2: 12,061 shares 12,061 $13.7M 0.64% +958 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: 26,876 shares; 2024Q4: 32,390 shares; 2025Q1: 30,887 shares; 2025Q2: 30,505 shares; 2025Q3: 32,046 shares; 2025Q4: 31,618 shares; 2026Q1: 32,982 shares; 2026Q2: 32,379 shares 32,379 $13.6M 0.64% -603 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,049 shares; 2024Q4: 39,874 shares; 2025Q1: 39,755 shares; 2025Q2: 39,104 shares; 2025Q3: 41,391 shares; 2025Q4: 42,646 shares; 2026Q1: 44,831 shares; 2026Q2: 46,148 shares 46,148 $13.4M 0.63% +1,317 Timeline SPXL 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: 27,949 shares; 2024Q4: 38,383 shares; 2025Q1: 43,006 shares; 2025Q2: 43,939 shares; 2025Q3: 45,724 shares; 2025Q4: 46,872 shares; 2026Q1: 48,156 shares; 2026Q2: 49,457 shares 49,457 $13.4M 0.63% +1,301 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,177 shares; 2024Q4: 25,386 shares; 2025Q1: 23,616 shares; 2025Q2: 22,406 shares; 2025Q3: 22,962 shares; 2025Q4: 23,423 shares; 2026Q1: 23,788 shares; 2026Q2: 24,423 shares 24,423 $12.4M 0.58% +635 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 305,404 shares; 2024Q4: 320,162 shares; 2025Q1: 355,076 shares; 2025Q2: 399,299 shares; 2025Q3: 427,434 shares; 2025Q4: 402,133 shares; 2026Q1: 397,175 shares; 2026Q2: 247,912 shares 247,912 $11.9M 0.56% -149,263 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,969 shares; 2024Q4: 18,477 shares; 2025Q1: 17,913 shares; 2025Q2: 17,234 shares; 2025Q3: 17,529 shares; 2025Q4: 17,504 shares; 2026Q1: 17,720 shares; 2026Q2: 17,983 shares 17,983 $11.4M 0.54% +263 Timeline FTEC 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: 38,647 shares; 2024Q4: 36,067 shares; 2025Q1: 37,639 shares; 2025Q2: 37,834 shares; 2025Q3: 37,996 shares; 2025Q4: 37,405 shares; 2026Q1: 38,815 shares; 2026Q2: 38,870 shares 38,870 $11.1M 0.52% +55 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: 12,687 shares; 2024Q4: 15,583 shares; 2025Q1: 14,924 shares; 2025Q2: 15,029 shares; 2025Q3: 16,215 shares; 2025Q4: 17,467 shares; 2026Q1: 19,048 shares; 2026Q2: 19,687 shares 19,687 $10M 0.47% +639 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,151 shares; 2024Q4: 52,261 shares; 2025Q1: 52,703 shares; 2025Q2: 51,453 shares; 2025Q3: 47,867 shares; 2025Q4: 46,257 shares; 2026Q1: 44,811 shares; 2026Q2: 43,448 shares 43,448 $9.87M 0.46% -1,363 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 129,844 shares; 2025Q4: 129,957 shares; 2026Q1: 130,017 shares; 2026Q2: 130,074 shares 130,074 $9.74M 0.46% +57 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,281 shares; 2026Q1: 9,695 shares; 2026Q2: 13,518 shares 13,518 $9.73M 0.46% +3,823 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: 2,772 shares; 2024Q4: 4,112 shares; 2025Q1: 4,307 shares; 2025Q2: 4,372 shares; 2025Q3: 7,840 shares; 2025Q4: 8,062 shares; 2026Q1: 8,314 shares; 2026Q2: 8,580 shares 8,580 $8.03M 0.38% +266 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,142 shares; 2024Q4: 31,006 shares; 2025Q1: 37,746 shares; 2025Q2: 34,540 shares; 2025Q3: 38,025 shares; 2025Q4: 37,984 shares; 2026Q1: 37,011 shares; 2026Q2: 38,887 shares 38,887 $7.98M 0.37% +1,876 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: 3,199 shares; 2024Q4: 3,848 shares; 2025Q1: 4,187 shares; 2025Q2: 4,439 shares; 2025Q3: 13,951 shares; 2025Q4: 14,316 shares; 2026Q1: 14,038 shares; 2026Q2: 13,787 shares 13,787 $7.77M 0.36% -251 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: 6,579 shares; 2024Q4: 6,399 shares; 2025Q1: 5,214 shares; 2025Q2: 6,454 shares; 2025Q3: 9,093 shares; 2025Q4: 9,017 shares; 2026Q1: 10,237 shares; 2026Q2: 10,308 shares 10,308 $7.7M 0.36% +71 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: 16,772 shares; 2024Q4: 15,987 shares; 2025Q1: 16,784 shares; 2025Q2: 17,199 shares; 2025Q3: 16,816 shares; 2025Q4: 16,687 shares; 2026Q1: 16,625 shares; 2026Q2: 14,748 shares 14,748 $7.38M 0.35% -1,877 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,993 shares; 2025Q3: 10,439 shares; 2025Q4: 10,780 shares; 2026Q1: 10,792 shares; 2026Q2: 10,845 shares 10,845 $7.11M 0.33% +53 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,313 shares; 2025Q3: 66,675 shares; 2025Q4: 133,384 shares; 2026Q1: 131,332 shares; 2026Q2: 132,831 shares 132,831 $7.05M 0.33% +1,499 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: 8,382 shares; 2024Q4: 7,466 shares; 2025Q1: 7,576 shares; 2025Q2: 7,836 shares; 2025Q3: 8,231 shares; 2025Q4: 8,523 shares; 2026Q1: 8,881 shares; 2026Q2: 9,206 shares 9,206 $6.57M 0.31% +325 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: 6,878 shares; 2024Q4: 6,511 shares; 2025Q1: 7,046 shares; 2025Q2: 7,448 shares; 2025Q3: 8,957 shares; 2025Q4: 7,834 shares; 2026Q1: 8,163 shares; 2026Q2: 8,664 shares 8,664 $6.49M 0.3% +501 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: 8,996 shares; 2024Q4: 9,988 shares; 2025Q1: 10,375 shares; 2025Q2: 11,281 shares; 2025Q3: 15,186 shares; 2025Q4: 15,498 shares; 2026Q1: 16,358 shares; 2026Q2: 17,191 shares 17,191 $6.36M 0.3% +833 Timeline FIDU 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: 65,018 shares; 2024Q4: 60,315 shares; 2025Q1: 60,054 shares; 2025Q2: 60,427 shares; 2025Q3: 60,901 shares; 2025Q4: 61,340 shares; 2026Q1: 62,979 shares; 2026Q2: 62,990 shares 62,990 $6.27M 0.29% +11 Timeline FFLG 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: 221,564 shares; 2024Q4: 214,809 shares; 2025Q1: 193,111 shares; 2025Q2: 186,237 shares; 2025Q3: 179,145 shares; 2025Q4: 185,738 shares; 2026Q1: 185,566 shares; 2026Q2: 179,939 shares 179,939 $6.24M 0.29% -5,627 Timeline FHLC 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: 156,996 shares; 2024Q4: 142,250 shares; 2025Q1: 139,475 shares; 2025Q2: 124,050 shares; 2025Q3: 100,648 shares; 2025Q4: 88,699 shares; 2026Q1: 86,045 shares; 2026Q2: 79,857 shares 79,857 $6.17M 0.29% -6,188 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: 5,625 shares; 2024Q4: 6,311 shares; 2025Q1: 6,526 shares; 2025Q2: 6,098 shares; 2025Q3: 19,653 shares; 2025Q4: 19,660 shares; 2026Q1: 20,941 shares; 2026Q2: 19,460 shares 19,460 $4.9M 0.23% -1,481 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,141 shares; 2024Q4: 6,482 shares; 2025Q1: 6,092 shares; 2025Q2: 6,115 shares; 2025Q3: 6,977 shares; 2025Q4: 6,865 shares; 2026Q1: 6,829 shares; 2026Q2: 6,449 shares 6,449 $4.66M 0.22% -380 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,525 shares; 2024Q4: 1,269 shares; 2025Q1: 2,056 shares; 2025Q2: 2,282 shares; 2025Q3: 11,396 shares; 2025Q4: 12,014 shares; 2026Q1: 13,578 shares; 2026Q2: 12,621 shares 12,621 $4.65M 0.22% -957 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,895 shares; 2024Q4: 62,220 shares; 2025Q1: 57,505 shares; 2025Q2: 62,455 shares; 2025Q3: 62,222 shares; 2025Q4: 55,254 shares; 2026Q1: 55,890 shares; 2026Q2: 52,518 shares 52,518 $4.62M 0.22% -3,372 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 506 shares; 2024Q4: 5,762 shares; 2025Q1: 11,044 shares; 2025Q2: 11,675 shares; 2025Q3: 11,965 shares; 2025Q4: 11,767 shares; 2026Q1: 11,806 shares; 2026Q2: 9,049 shares 9,049 $4.49M 0.21% -2,757 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: 290 shares; 2024Q4: 406 shares; 2025Q1: 371 shares; 2025Q2: 288 shares; 2025Q3: 323 shares; 2025Q4: 1,446 shares; 2026Q1: 34,748 shares; 2026Q2: 45,189 shares 45,189 $4.49M 0.21% +10,441 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: 17,508 shares; 2024Q4: 21,822 shares; 2025Q1: 21,526 shares; 2025Q2: 21,755 shares; 2025Q3: 24,384 shares; 2025Q4: 25,359 shares; 2026Q1: 26,363 shares; 2026Q2: 26,305 shares 26,305 $4.36M 0.2% -58 Timeline FENY 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: 205,995 shares; 2024Q4: 187,345 shares; 2025Q1: 182,661 shares; 2025Q2: 160,093 shares; 2025Q3: 153,218 shares; 2025Q4: 146,887 shares; 2026Q1: 146,975 shares; 2026Q2: 145,534 shares 145,534 $4.3M 0.2% -1,441 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,137 shares; 2024Q4: 20,422 shares; 2025Q1: 25,955 shares; 2025Q2: 758 shares; 2025Q3: 4,483 shares; 2025Q4: 9,516 shares; 2026Q1: 18,374 shares; 2026Q2: 17,225 shares 17,225 $4.28M 0.2% -1,149 Timeline FBCG 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: 14,813 shares; 2024Q4: 13,216 shares; 2025Q1: 17,940 shares; 2025Q2: 24,291 shares; 2025Q3: 39,708 shares; 2025Q4: 52,328 shares; 2026Q1: 57,942 shares; 2026Q2: 66,191 shares 66,191 $4.11M 0.19% +8,249 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: 22,964 shares; 2024Q4: 24,449 shares; 2025Q1: 24,635 shares; 2025Q2: 22,310 shares; 2025Q3: 32,444 shares; 2025Q4: 34,018 shares; 2026Q1: 33,670 shares; 2026Q2: 33,414 shares 33,414 $3.78M 0.18% -256 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE 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: 4,441 shares 4,441 $3.73M 0.18% new Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,165 shares; 2024Q4: 30,729 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,560 shares; 2025Q4: 7,723 shares; 2026Q1: 16,996 shares; 2026Q2: 21,964 shares 21,964 $3.63M 0.17% +4,968 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: 8,081 shares; 2025Q4: 8,044 shares; 2026Q1: 7,918 shares; 2026Q2: 7,846 shares 7,846 $3.6M 0.17% -72 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE 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: 3,353 shares; 2026Q1: 6,346 shares; 2026Q2: 13,347 shares 13,347 $3.59M 0.17% +7,001 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,231 shares; 2024Q4: 22,241 shares; 2025Q1: 21,700 shares; 2025Q2: 22,459 shares; 2025Q3: 33,998 shares; 2025Q4: 29,946 shares; 2026Q1: 32,101 shares; 2026Q2: 40,512 shares 40,512 $3.46M 0.16% +8,411 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: 1,514 shares; 2024Q4: 1,566 shares; 2025Q1: 1,594 shares; 2025Q2: 1,861 shares; 2025Q3: 5,428 shares; 2025Q4: 5,954 shares; 2026Q1: 5,719 shares; 2026Q2: 7,026 shares 7,026 $3.36M 0.16% +1,307 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: 25,004 shares; 2024Q4: 22,959 shares; 2025Q1: 21,852 shares; 2025Q2: 15,875 shares; 2025Q3: 11,278 shares; 2025Q4: 11,633 shares; 2026Q1: 13,287 shares; 2026Q2: 17,354 shares 17,354 $3.3M 0.16% +4,067 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: 2,040 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,209 shares; 2025Q3: 3,130 shares; 2025Q4: 9,310 shares; 2026Q1: 8,598 shares; 2026Q2: 7,561 shares 7,561 $3.26M 0.15% -1,037 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: 9,323 shares; 2025Q4: 9,503 shares; 2026Q1: 9,431 shares; 2026Q2: 9,439 shares 9,439 $3.22M 0.15% +8 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,249 shares; 2024Q4: 9,350 shares; 2025Q1: 9,833 shares; 2025Q2: 10,205 shares; 2025Q3: 10,873 shares; 2025Q4: 11,570 shares; 2026Q1: 12,592 shares; 2026Q2: 10,458 shares 10,458 $3.15M 0.15% -2,134 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: 702 shares; 2024Q4: 730 shares; 2025Q1: 908 shares; 2025Q2: 864 shares; 2025Q3: 2,337 shares; 2025Q4: 2,435 shares; 2026Q1: 3,046 shares; 2026Q2: 3,083 shares 3,083 $3.12M 0.15% +37 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,746 shares 3,746 $3.11M 0.15% new 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: 5,675 shares; 2024Q4: 5,877 shares; 2025Q1: 5,798 shares; 2025Q2: 5,928 shares; 2025Q3: 5,773 shares; 2025Q4: 6,204 shares; 2026Q1: 6,012 shares; 2026Q2: 5,960 shares 5,960 $3.09M 0.15% -52 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: 27,185 shares; 2024Q4: 29,805 shares; 2025Q1: 26,052 shares; 2025Q2: 33,530 shares; 2025Q3: 23,862 shares; 2025Q4: 22,859 shares; 2026Q1: 23,463 shares; 2026Q2: 25,415 shares 25,415 $2.97M 0.14% +1,952 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: 1,027 shares; 2024Q4: 1,403 shares; 2025Q1: 1,601 shares; 2025Q2: 3,262 shares; 2025Q3: 3,169 shares; 2025Q4: 3,264 shares; 2026Q1: 2,906 shares; 2026Q2: 24,201 shares 24,201 $2.89M 0.14% +21,295 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: 13,410 shares; 2024Q4: 27,386 shares; 2025Q1: 25,116 shares; 2025Q2: 21,009 shares; 2025Q3: 22,783 shares; 2025Q4: 22,541 shares; 2026Q1: 22,515 shares; 2026Q2: 21,894 shares 21,894 $2.81M 0.13% -621 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: 41,958 shares; 2024Q4: 59,463 shares; 2025Q1: 49,013 shares; 2025Q2: 35,819 shares; 2025Q3: 28,093 shares; 2025Q4: 28,260 shares; 2026Q1: 27,575 shares; 2026Q2: 27,231 shares 27,231 $2.39M 0.11% -344 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,105 shares; 2024Q4: 29,261 shares; 2025Q1: 97,549 shares; 2025Q2: 97,227 shares; 2025Q3: 166,573 shares; 2025Q4: 95,511 shares; 2026Q1: 95,549 shares; 2026Q2: 45,867 shares 45,867 $2.34M 0.11% -49,682 Timeline AMZU 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: 21,500 shares; 2024Q4: 21,522 shares; 2025Q1: 43,922 shares; 2025Q2: 68,074 shares; 2025Q3: 68,270 shares; 2025Q4: 67,287 shares; 2026Q1: 66,887 shares; 2026Q2: 67,485 shares 67,485 $2.24M 0.11% +598 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: 6,972 shares; 2024Q4: 19,191 shares; 2025Q1: 26,200 shares; 2025Q2: 26,244 shares; 2025Q3: 31,837 shares; 2025Q4: 45,638 shares; 2026Q1: 49,538 shares; 2026Q2: 64,554 shares 64,554 $2.05M 0.1% +15,016 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,642 shares; 2025Q4: 12,046 shares; 2026Q1: 11,632 shares; 2026Q2: 11,632 shares 11,632 $1.98M 0.09% 0 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: 31,846 shares; 2024Q4: 25,913 shares; 2025Q1: 22,971 shares; 2025Q2: 15,807 shares; 2025Q3: 15,688 shares; 2025Q4: 14,609 shares; 2026Q1: 15,128 shares; 2026Q2: 14,219 shares 14,219 $1.94M 0.09% -909 Timeline VB 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: 4,113 shares; 2024Q4: 3,942 shares; 2025Q1: 3,777 shares; 2025Q2: 7,686 shares; 2025Q3: 7,074 shares; 2025Q4: 6,279 shares; 2026Q1: 6,527 shares; 2026Q2: 6,413 shares 6,413 $1.94M 0.09% -114 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: 24,634 shares; 2024Q4: 19,136 shares; 2025Q1: 16,968 shares; 2025Q2: 15,665 shares; 2025Q3: 14,829 shares; 2025Q4: 13,087 shares; 2026Q1: 10,998 shares; 2026Q2: 12,422 shares 12,422 $1.94M 0.09% +1,424 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: 5,992 shares; 2024Q4: 5,709 shares; 2025Q1: 5,759 shares; 2025Q2: 5,741 shares; 2025Q3: 5,946 shares; 2025Q4: 7,924 shares; 2026Q1: 10,237 shares; 2026Q2: 8,747 shares 8,747 $1.89M 0.09% -1,490 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: 22,390 shares; 2024Q4: 24,790 shares; 2025Q1: 27,856 shares; 2025Q2: 29,479 shares; 2025Q3: 30,608 shares; 2025Q4: 31,363 shares; 2026Q1: 31,466 shares; 2026Q2: 3,005 shares 3,005 $1.87M 0.09% -28,461 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS 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: 13,663 shares 13,663 $1.85M 0.09% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,266 shares; 2025Q4: 5,434 shares; 2026Q1: 6,146 shares; 2026Q2: 6,579 shares 6,579 $1.82M 0.09% +433 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220,790 shares; 2024Q4: 260,201 shares; 2025Q1: 245,592 shares; 2025Q2: 17,457 shares; 2025Q3: 24,774 shares; 2025Q4: 24,509 shares; 2026Q1: 21,684 shares; 2026Q2: 23,377 shares 23,377 $1.8M 0.08% +1,693 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: 6,547 shares; 2024Q4: 6,194 shares; 2025Q1: 6,407 shares; 2025Q2: 6,748 shares; 2025Q3: 6,686 shares; 2025Q4: 6,491 shares; 2026Q1: 6,538 shares; 2026Q2: 6,487 shares 6,487 $1.75M 0.08% -51 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,942 shares; 2024Q4: 16,982 shares; 2025Q1: 16,769 shares; 2025Q2: 16,700 shares; 2025Q3: 17,283 shares; 2025Q4: 16,625 shares; 2026Q1: 15,445 shares; 2026Q2: 10,186 shares 10,186 $1.73M 0.08% -5,259 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: 2,020 shares; 2024Q4: 2,410 shares; 2025Q1: 1,826 shares; 2025Q2: 3,818 shares; 2025Q3: 5,401 shares; 2025Q4: 6,001 shares; 2026Q1: 7,650 shares; 2026Q2: 9,039 shares 9,039 $1.72M 0.08% +1,389 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: 872 shares; 2024Q4: 1,103 shares; 2025Q1: 1,216 shares; 2025Q2: 1,195 shares; 2025Q3: 1,240 shares; 2025Q4: 1,259 shares; 2026Q1: 1,267 shares; 2026Q2: 1,002 shares 1,002 $1.7M 0.08% -265 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM 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: 852 shares; 2026Q1: 1,124 shares; 2026Q2: 1,274 shares 1,274 $1.7M 0.08% +150 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 451 shares; 2025Q3: 1,672 shares; 2025Q4: 1,674 shares; 2026Q1: 1,647 shares; 2026Q2: 1,625 shares 1,625 $1.59M 0.07% -22 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,209 shares; 2024Q4: 13,587 shares; 2025Q1: 12,419 shares; 2025Q2: 14,148 shares; 2025Q3: 13,668 shares; 2025Q4: 14,171 shares; 2026Q1: 17,774 shares; 2026Q2: 15,261 shares 15,261 $1.59M 0.07% -2,513 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 9,748 shares; 2026Q1: 9,402 shares; 2026Q2: 9,413 shares 9,413 $1.54M 0.07% +11 Timeline OKLO OKLO INC More: the full row for OKLO 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: 17,600 shares; 2025Q4: 20,261 shares; 2026Q1: 36,113 shares; 2026Q2: 29,263 shares 29,263 $1.53M 0.07% -6,850 Timeline FYEE FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET 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: 13,950 shares; 2025Q4: 29,854 shares; 2026Q1: 31,575 shares; 2026Q2: 51,848 shares 51,848 $1.5M 0.07% +20,273 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.07% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,951 shares; 2024Q4: 15,955 shares; 2025Q1: 15,689 shares; 2025Q2: 14,632 shares; 2025Q3: 13,835 shares; 2025Q4: 13,341 shares; 2026Q1: 11,660 shares; 2026Q2: 10,090 shares 10,090 $1.44M 0.07% -1,570 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,149 shares; 2024Q4: 1,756 shares; 2025Q1: 1,918 shares; 2025Q2: 2,427 shares; 2025Q3: 2,998 shares; 2025Q4: 2,727 shares; 2026Q1: 2,998 shares; 2026Q2: 16,480 shares 16,480 $1.42M 0.07% +13,482 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: 1,905 shares; 2024Q4: 1,981 shares; 2025Q1: 2,059 shares; 2025Q2: 2,135 shares; 2025Q3: 2,108 shares; 2025Q4: 4,365 shares; 2026Q1: 5,749 shares; 2026Q2: 7,344 shares 7,344 $1.4M 0.07% +1,595 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: 701 shares; 2025Q1: 740 shares; 2025Q2: 736 shares; 2025Q3: 854 shares; 2025Q4: 1,104 shares; 2026Q1: 1,059 shares; 2026Q2: 1,188 shares 1,188 $1.4M 0.07% +129 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: 22,979 shares; 2024Q4: 22,589 shares; 2025Q1: 23,648 shares; 2025Q2: 24,192 shares; 2025Q3: 22,963 shares; 2025Q4: 21,474 shares; 2026Q1: 21,203 shares; 2026Q2: 19,172 shares 19,172 $1.38M 0.06% -2,031 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: 18,619 shares; 2024Q4: 21,722 shares; 2025Q1: 21,964 shares; 2025Q2: 22,637 shares; 2025Q3: 26,033 shares; 2025Q4: 25,073 shares; 2026Q1: 23,488 shares; 2026Q2: 23,488 shares 23,488 $1.34M 0.06% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,416 shares; 2024Q4: 4,632 shares; 2025Q1: 4,597 shares; 2025Q2: 4,245 shares; 2025Q3: 14,402 shares; 2025Q4: 13,337 shares; 2026Q1: 13,392 shares; 2026Q2: 7,909 shares 7,909 $1.33M 0.06% -5,483 Timeline XT 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: 15,374 shares; 2025Q4: 15,489 shares; 2026Q1: 15,562 shares; 2026Q2: 15,628 shares 15,628 $1.29M 0.06% +66 Timeline SPYI 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: 5,254 shares; 2024Q4: 4,654 shares; 2025Q1: 4,461 shares; 2025Q2: 4,397 shares; 2025Q3: 9,448 shares; 2025Q4: 23,084 shares; 2026Q1: 19,847 shares; 2026Q2: 22,149 shares 22,149 $1.18M 0.06% +2,302 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: 11,766 shares; 2024Q4: 26,840 shares; 2025Q1: 12,057 shares; 2025Q2: 11,800 shares; 2025Q3: 10,206 shares; 2025Q4: 9,667 shares; 2026Q1: 7,902 shares; 2026Q2: 8,409 shares 8,409 $1.17M 0.06% +507 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: 5,140 shares; 2025Q3: 5,857 shares; 2025Q4: 6,115 shares; 2026Q1: 7,331 shares; 2026Q2: 6,567 shares 6,567 $1.16M 0.05% -764 Timeline FNCL 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: 14,864 shares; 2024Q4: 13,755 shares; 2025Q1: 13,553 shares; 2025Q2: 13,646 shares; 2025Q3: 14,100 shares; 2025Q4: 14,579 shares; 2026Q1: 14,965 shares; 2026Q2: 14,725 shares 14,725 $1.13M 0.05% -240 Timeline ITOT 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: 1,567 shares; 2025Q1: not reported; 2025Q2: 1,560 shares; 2025Q3: 2,475 shares; 2025Q4: 2,350 shares; 2026Q1: not reported; 2026Q2: 6,767 shares 6,767 $1.11M 0.05% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,058 shares; 2025Q4: 7,191 shares; 2026Q1: 7,131 shares; 2026Q2: 10,524 shares 10,524 $1.07M 0.05% +3,393 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91 shares; 2025Q3: 185 shares; 2025Q4: 187 shares; 2026Q1: 241 shares; 2026Q2: 5,910 shares 5,910 $1.05M 0.05% +5,669 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,018 shares; 2025Q4: 3,239 shares; 2026Q1: 3,199 shares; 2026Q2: 3,522 shares 3,522 $1.05M 0.05% +323 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,619 shares; 2024Q4: 9,516 shares; 2025Q1: 9,221 shares; 2025Q2: 9,971 shares; 2025Q3: 14,226 shares; 2025Q4: 14,760 shares; 2026Q1: 13,796 shares; 2026Q2: 14,229 shares 14,229 $1.04M 0.05% +433 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,139 shares; 2025Q2: 2,452 shares; 2025Q3: 1,540 shares; 2025Q4: 2,373 shares; 2026Q1: 2,712 shares; 2026Q2: 3,377 shares 3,377 $1.02M 0.05% +665 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,533 shares; 2025Q4: 11,595 shares; 2026Q1: 11,839 shares; 2026Q2: 11,765 shares 11,765 $1.02M 0.05% -74 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,416 shares; 2024Q4: 4,179 shares; 2025Q1: 5,451 shares; 2025Q2: 8,393 shares; 2025Q3: 6,829 shares; 2025Q4: 13,646 shares; 2026Q1: 12,206 shares; 2026Q2: 12,595 shares 12,595 $1.02M 0.05% +389 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,240 shares; 2024Q4: 16,874 shares; 2025Q1: 14,647 shares; 2025Q2: 13,800 shares; 2025Q3: 13,689 shares; 2025Q4: 13,496 shares; 2026Q1: 13,531 shares; 2026Q2: 13,140 shares 13,140 $1.02M 0.05% -391 Timeline AIBU 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: 7,493 shares; 2025Q4: 14,493 shares; 2026Q1: 14,827 shares; 2026Q2: 15,901 shares 15,901 $1.01M 0.05% +1,074 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,536 shares; 2024Q4: not reported; 2025Q1: 8,861 shares; 2025Q2: 8,766 shares; 2025Q3: 23,123 shares; 2025Q4: 12,746 shares; 2026Q1: 12,454 shares; 2026Q2: 10,930 shares 10,930 $971K 0.05% -1,524 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,665 shares; 2024Q4: 125,350 shares; 2025Q1: 119,041 shares; 2025Q2: 6,192 shares; 2025Q3: 9,475 shares; 2025Q4: 6,380 shares; 2026Q1: 6,296 shares; 2026Q2: 6,429 shares 6,429 $953K 0.04% +133 Timeline SCHG 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: 2,832 shares; 2024Q4: 13,934 shares; 2025Q1: 15,664 shares; 2025Q2: 21,568 shares; 2025Q3: 20,357 shares; 2025Q4: 20,390 shares; 2026Q1: 28,696 shares; 2026Q2: 28,069 shares 28,069 $950K 0.04% -627 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: 6,154 shares; 2024Q4: 7,190 shares; 2025Q1: 6,591 shares; 2025Q2: 6,232 shares; 2025Q3: 8,179 shares; 2025Q4: 7,897 shares; 2026Q1: 7,065 shares; 2026Q2: 8,267 shares 8,267 $944K 0.04% +1,202 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,440 shares 5,440 $930K 0.04% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 637 shares; 2025Q1: 1,726 shares; 2025Q2: 1,523 shares; 2025Q3: 1,173 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,204 shares 11,204 $926K 0.04% new 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: 2,909 shares; 2024Q4: 3,445 shares; 2025Q1: 2,940 shares; 2025Q2: 4,599 shares; 2025Q3: 5,105 shares; 2025Q4: 7,585 shares; 2026Q1: 7,494 shares; 2026Q2: 6,119 shares 6,119 $897K 0.04% -1,375 Timeline FMAT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,544 shares; 2025Q4: 5,974 shares; 2026Q1: 9,861 shares; 2026Q2: 15,213 shares 15,213 $890K 0.04% +5,352 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: 1,903 shares; 2024Q4: 2,083 shares; 2025Q1: 2,001 shares; 2025Q2: 1,700 shares; 2025Q3: 1,953 shares; 2025Q4: 2,073 shares; 2026Q1: 2,599 shares; 2026Q2: 2,355 shares 2,355 $880K 0.04% -244 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,402 shares; 2024Q4: 11,335 shares; 2025Q1: 13,051 shares; 2025Q2: 14,259 shares; 2025Q3: 15,856 shares; 2025Q4: 15,936 shares; 2026Q1: 15,749 shares; 2026Q2: 15,520 shares 15,520 $862K 0.04% -229 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL 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: 27,436 shares; 2025Q4: 27,281 shares; 2026Q1: 28,796 shares; 2026Q2: 26,505 shares 26,505 $847K 0.04% -2,291 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,360 shares; 2025Q4: 18,340 shares; 2026Q1: 20,408 shares; 2026Q2: 50,093 shares 50,093 $837K 0.04% +29,685 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,486 shares; 2024Q4: 37,403 shares; 2025Q1: 31,329 shares; 2025Q2: 22,301 shares; 2025Q3: 21,478 shares; 2025Q4: 19,181 shares; 2026Q1: 18,593 shares; 2026Q2: 17,600 shares 17,600 $837K 0.04% -993 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: 2,750 shares; 2024Q4: 2,744 shares; 2025Q1: 2,585 shares; 2025Q2: 3,156 shares; 2025Q3: 3,249 shares; 2025Q4: 3,234 shares; 2026Q1: 3,096 shares; 2026Q2: 3,029 shares 3,029 $824K 0.04% -67 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: 4,442 shares; 2024Q4: 3,619 shares; 2025Q1: 3,314 shares; 2025Q2: 2,966 shares; 2025Q3: 2,918 shares; 2025Q4: 3,210 shares; 2026Q1: 3,052 shares; 2026Q2: 3,240 shares 3,240 $823K 0.04% +188 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,714 shares; 2025Q3: 9,433 shares; 2025Q4: 9,665 shares; 2026Q1: 8,136 shares; 2026Q2: 8,168 shares 8,168 $813K 0.04% +32 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,817 shares; 2025Q4: 1,817 shares; 2026Q1: 3,782 shares; 2026Q2: 5,144 shares 5,144 $806K 0.04% +1,362 Timeline NVOX TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,122 shares; 2026Q1: 73,178 shares; 2026Q2: 49,885 shares 49,885 $801K 0.04% -23,293 Timeline NTAP NETAPP INC More: the full row for NETAPP 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: 5,109 shares; 2025Q4: 5,142 shares; 2026Q1: 5,109 shares; 2026Q2: 5,142 shares 5,142 $796K 0.04% +33 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: 739 shares; 2024Q4: 821 shares; 2025Q1: 838 shares; 2025Q2: 1,256 shares; 2025Q3: 1,613 shares; 2025Q4: 1,597 shares; 2026Q1: 1,322 shares; 2026Q2: 1,853 shares 1,853 $790K 0.04% +531 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,848 shares; 2025Q3: 7,299 shares; 2025Q4: 8,022 shares; 2026Q1: 8,246 shares; 2026Q2: 11,000 shares 11,000 $784K 0.04% +2,754 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 899 shares; 2025Q1: 881 shares; 2025Q2: 1,403 shares; 2025Q3: 2,823 shares; 2025Q4: 2,344 shares; 2026Q1: 2,220 shares; 2026Q2: 2,488 shares 2,488 $783K 0.04% +268 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,237 shares; 2024Q4: 5,123 shares; 2025Q1: 4,851 shares; 2025Q2: 4,840 shares; 2025Q3: 4,830 shares; 2025Q4: 4,503 shares; 2026Q1: 4,513 shares; 2026Q2: 4,201 shares 4,201 $760K 0.04% -312 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,200 shares; 2025Q4: 9,200 shares; 2026Q1: 9,200 shares; 2026Q2: 9,200 shares 9,200 $755K 0.04% 0 Timeline VBR 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: 2,817 shares; 2025Q3: 3,443 shares; 2025Q4: 3,110 shares; 2026Q1: 3,167 shares; 2026Q2: 3,065 shares 3,065 $745K 0.03% -102 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,365 shares; 2024Q4: 14,952 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,638 shares; 2025Q4: 7,359 shares; 2026Q1: 8,181 shares; 2026Q2: 7,693 shares 7,693 $743K 0.03% -488 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,100 shares; 2024Q4: 9,100 shares; 2025Q1: 8,100 shares; 2025Q2: 8,100 shares; 2025Q3: 8,100 shares; 2025Q4: 8,060 shares; 2026Q1: 7,000 shares; 2026Q2: 6,600 shares 6,600 $738K 0.03% -400 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,449 shares; 2024Q4: 10,615 shares; 2025Q1: 14,744 shares; 2025Q2: 12,259 shares; 2025Q3: 10,676 shares; 2025Q4: 20,575 shares; 2026Q1: 15,183 shares; 2026Q2: 16,129 shares 16,129 $734K 0.03% +946 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: 5,104 shares; 2024Q4: 5,092 shares; 2025Q1: not reported; 2025Q2: 5,614 shares; 2025Q3: 6,400 shares; 2025Q4: 6,197 shares; 2026Q1: 6,099 shares; 2026Q2: 6,239 shares 6,239 $733K 0.03% +140 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: 8,314 shares; 2024Q4: 6,874 shares; 2025Q1: 6,616 shares; 2025Q2: 6,524 shares; 2025Q3: 5,661 shares; 2025Q4: 7,019 shares; 2026Q1: 6,845 shares; 2026Q2: 6,661 shares 6,661 $726K 0.03% -184 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,997 shares; 2024Q4: 2,628 shares; 2025Q1: 2,674 shares; 2025Q2: 2,574 shares; 2025Q3: 2,284 shares; 2025Q4: 2,217 shares; 2026Q1: 2,015 shares; 2026Q2: 1,996 shares 1,996 $713K 0.03% -19 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT 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: 3,758 shares; 2026Q2: 6,493 shares 6,493 $707K 0.03% +2,735 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 708 shares; 2026Q2: 729 shares 729 $703K 0.03% +21 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: 465 shares; 2024Q4: 757 shares; 2025Q1: 565 shares; 2025Q2: 1,186 shares; 2025Q3: 1,351 shares; 2025Q4: 1,533 shares; 2026Q1: 1,436 shares; 2026Q2: 1,360 shares 1,360 $699K 0.03% -76 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,658 shares; 2025Q4: 5,799 shares; 2026Q1: 6,885 shares; 2026Q2: 8,356 shares 8,356 $692K 0.03% +1,471 Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR 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: 16,410 shares; 2025Q4: 16,157 shares; 2026Q1: 16,209 shares; 2026Q2: 16,489 shares 16,489 $684K 0.03% +280 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,100 shares; 2024Q4: 2,110 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,117 shares; 2025Q4: 2,117 shares; 2026Q1: 2,152 shares; 2026Q2: 2,708 shares 2,708 $643K 0.03% +556 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: 1,049 shares; 2024Q4: 858 shares; 2025Q1: not reported; 2025Q2: 1,164 shares; 2025Q3: 1,155 shares; 2025Q4: 1,519 shares; 2026Q1: 1,879 shares; 2026Q2: 1,485 shares 1,485 $617K 0.03% -394 Timeline VO 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: 1,511 shares; 2026Q2: 7,649 shares 7,649 $616K 0.03% +6,138 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,458 shares; 2025Q4: 18,073 shares; 2026Q1: 22,476 shares; 2026Q2: 20,955 shares 20,955 $607K 0.03% -1,521 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP 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: 14,252 shares; 2025Q4: 14,252 shares; 2026Q1: 12,300 shares; 2026Q2: 12,300 shares 12,300 $604K 0.03% 0 Timeline IXUS 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: 3,572 shares; 2025Q4: 5,271 shares; 2026Q1: 5,976 shares; 2026Q2: 6,303 shares 6,303 $602K 0.03% +327 Timeline GPIQ 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,129 shares 10,129 $601K 0.03% new 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: 2,040 shares; 2025Q1: not reported; 2025Q2: 2,051 shares; 2025Q3: 9,081 shares; 2025Q4: 3,957 shares; 2026Q1: 3,357 shares; 2026Q2: 3,387 shares 3,387 $575K 0.03% +30 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,319 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,967 shares; 2025Q4: 1,892 shares; 2026Q1: 1,879 shares; 2026Q2: 2,022 shares 2,022 $569K 0.03% +143 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,461 shares; 2025Q3: 2,527 shares; 2025Q4: 2,600 shares; 2026Q1: 2,860 shares; 2026Q2: 1,523 shares 1,523 $556K 0.03% -1,337 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,400 shares; 2024Q4: 1,450 shares; 2025Q1: 1,585 shares; 2025Q2: 1,385 shares; 2025Q3: 1,623 shares; 2025Q4: 1,585 shares; 2026Q1: 1,385 shares; 2026Q2: 1,835 shares 1,835 $548K 0.03% +450 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,363 shares; 2024Q4: 3,617 shares; 2025Q1: 3,316 shares; 2025Q2: 2,855 shares; 2025Q3: 2,548 shares; 2025Q4: 2,293 shares; 2026Q1: 2,289 shares; 2026Q2: 2,100 shares 2,100 $547K 0.03% -189 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: 6,048 shares; 2024Q4: 5,363 shares; 2025Q1: 4,493 shares; 2025Q2: 3,799 shares; 2025Q3: 4,440 shares; 2025Q4: 3,863 shares; 2026Q1: 3,785 shares; 2026Q2: 3,637 shares 3,637 $533K 0.03% -148 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,275 shares; 2024Q4: 2,782 shares; 2025Q1: 2,471 shares; 2025Q2: 1,176 shares; 2025Q3: 6,134 shares; 2025Q4: 1,541 shares; 2026Q1: 2,272 shares; 2026Q2: 2,444 shares 2,444 $533K 0.03% +172 Timeline CURE 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: 10,723 shares; 2024Q4: 10,235 shares; 2025Q1: 10,085 shares; 2025Q2: 6,167 shares; 2025Q3: 5,763 shares; 2025Q4: 5,222 shares; 2026Q1: 5,212 shares; 2026Q2: 4,737 shares 4,737 $531K 0.02% -475 Timeline IJT 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: 3,713 shares; 2025Q3: 3,903 shares; 2025Q4: 3,903 shares; 2026Q1: 3,545 shares; 2026Q2: 2,969 shares 2,969 $530K 0.02% -576 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,770 shares; 2025Q1: 7,630 shares; 2025Q2: 7,525 shares; 2025Q3: 13,562 shares; 2025Q4: 13,707 shares; 2026Q1: 14,521 shares; 2026Q2: 14,306 shares 14,306 $526K 0.02% -215 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,655 shares; 2025Q2: not reported; 2025Q3: 5,797 shares; 2025Q4: 5,880 shares; 2026Q1: 6,030 shares; 2026Q2: 14,425 shares 14,425 $524K 0.02% +8,395 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: 77,167 shares; 2024Q4: 79,450 shares; 2025Q1: 16,057 shares; 2025Q2: 17,214 shares; 2025Q3: 19,498 shares; 2025Q4: 20,194 shares; 2026Q1: 24,389 shares; 2026Q2: 15,679 shares 15,679 $522K 0.02% -8,710 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,267 shares; 2024Q4: 7,303 shares; 2025Q1: 7,020 shares; 2025Q2: 7,115 shares; 2025Q3: 6,768 shares; 2025Q4: 5,698 shares; 2026Q1: 5,711 shares; 2026Q2: 5,631 shares 5,631 $520K 0.02% -80 Timeline DX DYNEX CAP INC More: the full row for DYNEX CAP 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: 39,561 shares 39,561 $519K 0.02% new Timeline FDIG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,930 shares; 2025Q4: 12,387 shares; 2026Q1: 12,789 shares; 2026Q2: 12,126 shares 12,126 $518K 0.02% -663 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,207 shares; 2026Q1: 3,202 shares; 2026Q2: 3,265 shares 3,265 $512K 0.02% +63 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: 24,151 shares; 2024Q4: 22,495 shares; 2025Q1: 20,368 shares; 2025Q2: 24,168 shares; 2025Q3: 22,830 shares; 2025Q4: 22,291 shares; 2026Q1: 17,215 shares; 2026Q2: 16,532 shares 16,532 $504K 0.02% -683 Timeline MRBK MERIDIAN CORP More: the full row for MERIDIAN 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: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares; 2026Q2: 25,000 shares 25,000 $501K 0.02% 0 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: 7,626 shares; 2024Q4: 7,098 shares; 2025Q1: 7,429 shares; 2025Q2: 6,411 shares; 2025Q3: 6,005 shares; 2025Q4: 5,542 shares; 2026Q1: 5,375 shares; 2026Q2: 4,887 shares 4,887 $499K 0.02% -488 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,648 shares 1,648 $497K 0.02% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,541 shares; 2025Q3: 4,285 shares; 2025Q4: not reported; 2026Q1: 4,434 shares; 2026Q2: 8,215 shares 8,215 $490K 0.02% +3,781 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,228 shares; 2024Q4: 1,219 shares; 2025Q1: 1,244 shares; 2025Q2: 1,929 shares; 2025Q3: 1,948 shares; 2025Q4: 1,942 shares; 2026Q1: 1,938 shares; 2026Q2: 1,947 shares 1,947 $479K 0.02% +9 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,812 shares; 2024Q4: 139,844 shares; 2025Q1: 125,869 shares; 2025Q2: 84,719 shares; 2025Q3: 75,177 shares; 2025Q4: 54,317 shares; 2026Q1: 45,081 shares; 2026Q2: 45,229 shares 45,229 $478K 0.02% +148 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: 27,328 shares; 2024Q4: 28,801 shares; 2025Q1: 26,739 shares; 2025Q2: 29,896 shares; 2025Q3: 29,777 shares; 2025Q4: 26,980 shares; 2026Q1: 17,761 shares; 2026Q2: 19,204 shares 19,204 $462K 0.02% +1,443 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: 4,896 shares; 2024Q4: 3,863 shares; 2025Q1: 3,840 shares; 2025Q2: 5,104 shares; 2025Q3: 4,923 shares; 2025Q4: 6,583 shares; 2026Q1: 5,428 shares; 2026Q2: 4,666 shares 4,666 $462K 0.02% -762 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: 2,057 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,985 shares; 2026Q1: 3,084 shares; 2026Q2: 4,575 shares 4,575 $461K 0.02% +1,491 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,016 shares; 2026Q2: 16,408 shares 16,408 $455K 0.02% +3,392 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: not reported; 2025Q3: 1,490 shares; 2025Q4: 1,961 shares; 2026Q1: 2,018 shares; 2026Q2: 2,132 shares 2,132 $446K 0.02% +114 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,800 shares; 2026Q2: 12,800 shares 12,800 $433K 0.02% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,875 shares; 2025Q4: 7,269 shares; 2026Q1: 7,324 shares; 2026Q2: 7,637 shares 7,637 $430K 0.02% +313 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: 7,313 shares; 2024Q4: 7,254 shares; 2025Q1: 5,640 shares; 2025Q2: 6,414 shares; 2025Q3: 5,931 shares; 2025Q4: 5,739 shares; 2026Q1: 5,906 shares; 2026Q2: 5,352 shares 5,352 $428K 0.02% -554 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,621 shares; 2024Q4: 1,654 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,207 shares 1,207 $428K 0.02% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,824 shares; 2025Q3: 1,219 shares; 2025Q4: 1,196 shares; 2026Q1: 1,190 shares; 2026Q2: 1,218 shares 1,218 $420K 0.02% +28 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: 1,487 shares; 2024Q4: 3,204 shares; 2025Q1: 1,149 shares; 2025Q2: 1,026 shares; 2025Q3: 1,077 shares; 2025Q4: 1,260 shares; 2026Q1: 1,552 shares; 2026Q2: 1,377 shares 1,377 $414K 0.02% -175 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,690 shares; 2025Q4: 7,617 shares; 2026Q1: 7,647 shares; 2026Q2: 7,662 shares 7,662 $411K 0.02% +15 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 662 shares; 2025Q1: not reported; 2025Q2: 646 shares; 2025Q3: 972 shares; 2025Q4: 877 shares; 2026Q1: 655 shares; 2026Q2: 783 shares 783 $403K 0.02% +128 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,473 shares; 2025Q3: 2,345 shares; 2025Q4: 2,268 shares; 2026Q1: 3,705 shares; 2026Q2: 4,153 shares 4,153 $400K 0.02% +448 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,190 shares; 2025Q4: 6,506 shares; 2026Q1: 6,429 shares; 2026Q2: 6,485 shares 6,485 $397K 0.02% +56 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,961 shares; 2025Q4: 2,961 shares; 2026Q1: 2,831 shares; 2026Q2: 2,796 shares 2,796 $397K 0.02% -35 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: 5,201 shares; 2024Q4: 5,794 shares; 2025Q1: 5,070 shares; 2025Q2: 4,699 shares; 2025Q3: 5,496 shares; 2025Q4: 4,671 shares; 2026Q1: 4,416 shares; 2026Q2: 4,879 shares 4,879 $397K 0.02% +463 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,233 shares; 2025Q3: 1,290 shares; 2025Q4: 1,235 shares; 2026Q1: 1,258 shares; 2026Q2: 1,325 shares 1,325 $395K 0.02% +67 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: 431 shares; 2025Q1: 443 shares; 2025Q2: 405 shares; 2025Q3: 406 shares; 2025Q4: 391 shares; 2026Q1: 403 shares; 2026Q2: 407 shares 407 $391K 0.02% +4 Timeline FMDE 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: 17,092 shares; 2024Q4: 16,290 shares; 2025Q1: 16,359 shares; 2025Q2: 16,392 shares; 2025Q3: 11,936 shares; 2025Q4: 11,831 shares; 2026Q1: 9,626 shares; 2026Q2: 9,553 shares 9,553 $388K 0.02% -73 Timeline VTWO 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: 2,835 shares; 2024Q4: 2,765 shares; 2025Q1: 3,199 shares; 2025Q2: 2,599 shares; 2025Q3: 2,754 shares; 2025Q4: 3,175 shares; 2026Q1: 3,235 shares; 2026Q2: 3,186 shares 3,186 $387K 0.02% -49 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,656 shares; 2026Q1: 7,780 shares; 2026Q2: 6,751 shares 6,751 $383K 0.02% -1,029 Timeline DGRO 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: 3,930 shares; 2025Q1: 3,994 shares; 2025Q2: not reported; 2025Q3: 5,165 shares; 2025Q4: 4,125 shares; 2026Q1: 4,854 shares; 2026Q2: 4,971 shares 4,971 $377K 0.02% +117 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL 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: 5,885 shares; 2025Q4: 8,490 shares; 2026Q1: 8,490 shares; 2026Q2: 8,490 shares 8,490 $377K 0.02% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 689 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 798 shares; 2025Q3: 808 shares; 2025Q4: 1,278 shares; 2026Q1: 1,282 shares; 2026Q2: 1,266 shares 1,266 $371K 0.02% -16 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: 2,309 shares; 2024Q4: 2,314 shares; 2025Q1: 2,019 shares; 2025Q2: 2,157 shares; 2025Q3: 2,201 shares; 2025Q4: 2,029 shares; 2026Q1: 1,961 shares; 2026Q2: 1,979 shares 1,979 $367K 0.02% +18 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH 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: 4,555 shares; 2025Q4: 2,672 shares; 2026Q1: 4,046 shares; 2026Q2: 3,506 shares 3,506 $362K 0.02% -540 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,227 shares; 2025Q4: 2,594 shares; 2026Q1: 1,730 shares; 2026Q2: 1,688 shares 1,688 $359K 0.02% -42 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: 648 shares; 2024Q4: 861 shares; 2025Q1: 693 shares; 2025Q2: 894 shares; 2025Q3: 956 shares; 2025Q4: 935 shares; 2026Q1: 920 shares; 2026Q2: 960 shares 960 $348K 0.02% +40 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,894 shares; 2025Q2: not reported; 2025Q3: 10,865 shares; 2025Q4: 10,575 shares; 2026Q1: 20,278 shares; 2026Q2: 11,597 shares 11,597 $341K 0.02% -8,681 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,305 shares; 2024Q4: 3,069 shares; 2025Q1: 2,961 shares; 2025Q2: 2,716 shares; 2025Q3: 2,608 shares; 2025Q4: 2,473 shares; 2026Q1: 2,234 shares; 2026Q2: 2,033 shares 2,033 $339K 0.02% -201 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,286 shares; 2024Q4: 1,145 shares; 2025Q1: not reported; 2025Q2: 1,724 shares; 2025Q3: 1,797 shares; 2025Q4: 1,655 shares; 2026Q1: 1,342 shares; 2026Q2: 1,540 shares 1,540 $338K 0.02% +198 Timeline NVDU 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: 4,047 shares; 2025Q3: 4,172 shares; 2025Q4: 3,336 shares; 2026Q1: 2,868 shares; 2026Q2: 2,848 shares 2,848 $338K 0.02% -20 Timeline CXDO CREXENDO INC More: the full row for CREXENDO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,722 shares; 2024Q4: 44,722 shares; 2025Q1: 44,722 shares; 2025Q2: 44,722 shares; 2025Q3: 44,722 shares; 2025Q4: 44,722 shares; 2026Q1: 44,722 shares; 2026Q2: 44,722 shares 44,722 $334K 0.02% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,027 shares; 2024Q4: 941 shares; 2025Q1: 942 shares; 2025Q2: 893 shares; 2025Q3: 890 shares; 2025Q4: 963 shares; 2026Q1: 852 shares; 2026Q2: 912 shares 912 $334K 0.02% +60 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: 4,645 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,074 shares; 2026Q1: 6,564 shares; 2026Q2: 6,173 shares 6,173 $330K 0.02% -391 Timeline FUTY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,700 shares; 2025Q4: 5,502 shares; 2026Q1: 5,462 shares; 2026Q2: 5,621 shares 5,621 $328K 0.02% +159 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI 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: 1,203 shares 1,203 $327K 0.02% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,014 shares; 2024Q4: 2,364 shares; 2025Q1: 2,414 shares; 2025Q2: 2,099 shares; 2025Q3: 1,994 shares; 2025Q4: 2,044 shares; 2026Q1: 2,150 shares; 2026Q2: 2,255 shares 2,255 $323K 0.02% +105 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: 6,975 shares; 2024Q4: 7,275 shares; 2025Q1: 6,139 shares; 2025Q2: 8,968 shares; 2025Q3: 5,996 shares; 2025Q4: 5,506 shares; 2026Q1: 7,540 shares; 2026Q2: 5,533 shares 5,533 $319K 0.01% -2,007 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,951 shares; 2025Q4: 2,480 shares; 2026Q1: 2,440 shares; 2026Q2: 2,345 shares 2,345 $318K 0.01% -95 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 497 shares 497 $318K 0.01% new Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,173 shares; 2026Q2: 3,453 shares 3,453 $318K 0.01% +280 Timeline FELC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,745 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,448 shares 7,448 $312K 0.01% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,614 shares; 2024Q4: 2,496 shares; 2025Q1: 3,047 shares; 2025Q2: 3,029 shares; 2025Q3: 2,953 shares; 2025Q4: 2,837 shares; 2026Q1: 2,765 shares; 2026Q2: 2,900 shares 2,900 $312K 0.01% +135 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,364 shares; 2025Q4: 2,790 shares; 2026Q1: 2,629 shares; 2026Q2: 2,457 shares 2,457 $311K 0.01% -172 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: 2,818 shares; 2024Q4: 2,792 shares; 2025Q1: 2,192 shares; 2025Q2: 3,350 shares; 2025Q3: 2,429 shares; 2025Q4: 2,190 shares; 2026Q1: 2,295 shares; 2026Q2: 2,296 shares 2,296 $311K 0.01% +1 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: 785 shares 785 $310K 0.01% new Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,959 shares; 2025Q4: 1,959 shares; 2026Q1: 2,103 shares; 2026Q2: 2,123 shares 2,123 $307K 0.01% +20 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,355 shares; 2024Q4: 9,008 shares; 2025Q1: 8,623 shares; 2025Q2: 6,291 shares; 2025Q3: 6,271 shares; 2025Q4: 6,096 shares; 2026Q1: 6,016 shares; 2026Q2: 6,016 shares 6,016 $305K 0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 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: 1,636 shares; 2025Q4: 1,733 shares; 2026Q1: 1,792 shares; 2026Q2: 1,774 shares 1,774 $300K 0.01% -18 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO 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: 6,015 shares 6,015 $300K 0.01% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 706 shares; 2025Q3: 861 shares; 2025Q4: 835 shares; 2026Q1: 856 shares; 2026Q2: 871 shares 871 $297K 0.01% +15 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: 4,754 shares; 2025Q4: 5,970 shares; 2026Q1: 6,821 shares; 2026Q2: 2,919 shares 2,919 $293K 0.01% -3,902 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 577 shares; 2026Q2: 591 shares 591 $292K 0.01% +14 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: 1,881 shares; 2024Q4: 2,036 shares; 2025Q1: 2,188 shares; 2025Q2: 1,988 shares; 2025Q3: 1,951 shares; 2025Q4: 2,012 shares; 2026Q1: 1,786 shares; 2026Q2: 1,836 shares 1,836 $291K 0.01% +50 Timeline QLD 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: not reported; 2025Q1: not reported; 2025Q2: 1,860 shares; 2025Q3: 1,500 shares; 2025Q4: 3,000 shares; 2026Q1: not reported; 2026Q2: 3,000 shares 3,000 $290K 0.01% new 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: 126 shares 126 $287K 0.01% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,257 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,442 shares; 2026Q2: 1,208 shares 1,208 $286K 0.01% -234 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,149 shares; 2026Q1: 3,470 shares; 2026Q2: 3,751 shares 3,751 $283K 0.01% +281 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: 20,555 shares; 2025Q1: 18,854 shares; 2025Q2: 19,258 shares; 2025Q3: 8,700 shares; 2025Q4: 8,941 shares; 2026Q1: 9,961 shares; 2026Q2: 9,550 shares 9,550 $280K 0.01% -411 Timeline VBK 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: 762 shares 762 $278K 0.01% new Timeline SEIE SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,789 shares 7,789 $276K 0.01% new 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: 10,302 shares; 2024Q4: 7,939 shares; 2025Q1: 7,623 shares; 2025Q2: 7,412 shares; 2025Q3: 7,228 shares; 2025Q4: 6,661 shares; 2026Q1: 6,582 shares; 2026Q2: 5,573 shares 5,573 $275K 0.01% -1,009 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 957 shares; 2024Q4: 924 shares; 2025Q1: 946 shares; 2025Q2: 945 shares; 2025Q3: 889 shares; 2025Q4: 849 shares; 2026Q1: 847 shares; 2026Q2: 1,019 shares 1,019 $266K 0.01% +172 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,239 shares; 2024Q4: 2,383 shares; 2025Q1: 2,250 shares; 2025Q2: 2,148 shares; 2025Q3: 2,166 shares; 2025Q4: 2,167 shares; 2026Q1: 2,170 shares; 2026Q2: 2,171 shares 2,171 $261K 0.01% +1 Timeline TBG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,313 shares; 2025Q2: 6,350 shares; 2025Q3: 6,381 shares; 2025Q4: 6,213 shares; 2026Q1: 7,130 shares; 2026Q2: 7,130 shares 7,130 $260K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 6,892 shares; 2025Q2: 5,209 shares; 2025Q3: not reported; 2025Q4: 5,141 shares; 2026Q1: 4,289 shares; 2026Q2: 6,048 shares 6,048 $256K 0.01% +1,759 Timeline DDOG DATADOG INC More: the full row for DATADOG 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: 979 shares 979 $255K 0.01% new 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: 11,796 shares; 2024Q4: 11,552 shares; 2025Q1: 3,151 shares; 2025Q2: not reported; 2025Q3: 8,632 shares; 2025Q4: 9,817 shares; 2026Q1: 9,474 shares; 2026Q2: 5,489 shares 5,489 $250K 0.01% -3,985 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,704 shares; 2025Q2: 5,731 shares; 2025Q3: 5,000 shares; 2025Q4: 5,807 shares; 2026Q1: 3,186 shares; 2026Q2: 2,983 shares 2,983 $250K 0.01% -203 Timeline QYLD 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: 14,519 shares; 2026Q1: 13,355 shares; 2026Q2: 13,551 shares 13,551 $250K 0.01% +196 Timeline AME AMETEK INC More: the full row for AMETEK 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: 1,018 shares; 2026Q1: 1,018 shares; 2026Q2: 1,023 shares 1,023 $248K 0.01% +5 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,322 shares; 2025Q3: 2,562 shares; 2025Q4: 2,561 shares; 2026Q1: 2,695 shares; 2026Q2: 2,727 shares 2,727 $247K 0.01% +32 Timeline MVV 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: 3,001 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,003 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,668 shares 2,668 $246K 0.01% new Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL 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: 3,297 shares 3,297 $243K 0.01% new Timeline IREN IREN LIMITED More: the full row for IREN LIMITED 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: 5,317 shares 5,317 $243K 0.01% new Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS 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: 18,197 shares 18,197 $241K 0.01% new Timeline VLUE 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: 1,201 shares 1,201 $240K 0.01% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 928 shares; 2025Q3: 651 shares; 2025Q4: 673 shares; 2026Q1: 677 shares; 2026Q2: 700 shares 700 $237K 0.01% +23 Timeline SNA SNAP ON INC More: the full row for SNAP ON 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: 601 shares; 2025Q4: 588 shares; 2026Q1: 588 shares; 2026Q2: 588 shares 588 $237K 0.01% 0 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP 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: 8,230 shares; 2026Q1: 10,677 shares; 2026Q2: 10,677 shares 10,677 $236K 0.01% 0 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,381 shares; 2024Q4: 6,930 shares; 2025Q1: 3,030 shares; 2025Q2: 4,071 shares; 2025Q3: 4,080 shares; 2025Q4: 4,221 shares; 2026Q1: 4,268 shares; 2026Q2: 3,239 shares 3,239 $235K 0.01% -1,029 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE 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: 13,854 shares; 2026Q2: 13,486 shares 13,486 $234K 0.01% -368 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 915 shares 915 $234K 0.01% new Timeline KORU 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: 298 shares 298 $233K 0.01% new Timeline QDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,433 shares; 2026Q1: not reported; 2026Q2: 7,771 shares 7,771 $232K 0.01% new Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,887 shares; 2025Q4: 3,887 shares; 2026Q1: not reported; 2026Q2: 3,887 shares 3,887 $230K 0.01% new Timeline RACE FERRARI N V More: the full row for FERRARI N V 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: 582 shares; 2026Q1: 636 shares; 2026Q2: 612 shares 612 $228K 0.01% -24 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,885 shares; 2024Q4: 38,716 shares; 2025Q1: 4,088 shares; 2025Q2: 4,421 shares; 2025Q3: 4,253 shares; 2025Q4: 3,655 shares; 2026Q1: 2,143 shares; 2026Q2: 2,620 shares 2,620 $228K 0.01% +477 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,847 shares; 2024Q4: 130,982 shares; 2025Q1: 127,475 shares; 2025Q2: 106,530 shares; 2025Q3: 159,988 shares; 2025Q4: 61,781 shares; 2026Q1: 44,787 shares; 2026Q2: 29,696 shares 29,696 $226K 0.01% -15,091 Timeline ERX 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: 36,064 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,518 shares; 2026Q2: 2,947 shares 2,947 $225K 0.01% -2,571 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,003 shares 1,003 $224K 0.01% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 837 shares; 2025Q3: 753 shares; 2025Q4: not reported; 2026Q1: 772 shares; 2026Q2: 802 shares 802 $223K 0.01% +30 Timeline FELG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,022 shares; 2025Q4: 4,968 shares; 2026Q1: not reported; 2026Q2: 5,093 shares 5,093 $223K 0.01% new 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 reported; 2024Q4: not reported; 2025Q1: 781 shares; 2025Q2: 886 shares; 2025Q3: 1,058 shares; 2025Q4: 1,051 shares; 2026Q1: 1,101 shares; 2026Q2: 1,005 shares 1,005 $222K 0.01% -96 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: 1,908 shares; 2025Q4: 1,857 shares; 2026Q1: 1,912 shares; 2026Q2: 1,867 shares 1,867 $219K 0.01% -45 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,142 shares; 2025Q1: 4,419 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,531 shares 3,531 $219K 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: 4,478 shares; 2024Q4: 3,937 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,314 shares 2,314 $217K 0.01% new Timeline DOV DOVER CORP More: the full row for DOVER 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: 966 shares 966 $217K 0.01% new Timeline IOO 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: 1,604 shares; 2026Q1: not reported; 2026Q2: 1,571 shares 1,571 $215K 0.01% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,739 shares; 2025Q3: not reported; 2025Q4: 2,469 shares; 2026Q1: not reported; 2026Q2: 1,795 shares 1,795 $214K 0.01% new Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,575 shares; 2026Q1: 2,524 shares; 2026Q2: 2,680 shares 2,680 $213K 0.01% +156 Timeline IWO 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: 537 shares 537 $212K 0.01% new Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART 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: 5,961 shares; 2026Q1: not reported; 2026Q2: 5,967 shares 5,967 $211K 0.01% new Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 431 shares 431 $208K 0.01% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE 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: 896 shares; 2025Q4: 879 shares; 2026Q1: not reported; 2026Q2: 954 shares 954 $208K 0.01% new Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 358 shares; 2025Q4: 361 shares; 2026Q1: 357 shares; 2026Q2: 361 shares 361 $208K 0.01% +4 Timeline ARTY 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: 2,693 shares 2,693 $205K 0.01% new Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,730 shares; 2024Q4: 10,806 shares; 2025Q1: 10,807 shares; 2025Q2: 10,809 shares; 2025Q3: 10,810 shares; 2025Q4: 9,292 shares; 2026Q1: not reported; 2026Q2: 9,295 shares 9,295 $205K 0.01% new Timeline NLR 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: 2,291 shares; 2026Q1: 1,736 shares; 2026Q2: 1,761 shares 1,761 $204K 0.01% +25 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 390 shares 390 $204K 0.01% new Timeline FAS 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: 1,426 shares; 2025Q3: 1,426 shares; 2025Q4: 1,426 shares; 2026Q1: not reported; 2026Q2: 1,376 shares 1,376 $203K 0.01% new Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,937 shares 3,937 $200K 0.01% new Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,663 shares; 2024Q4: 28,592 shares; 2025Q1: 26,481 shares; 2025Q2: 26,840 shares; 2025Q3: 30,241 shares; 2025Q4: 24,792 shares; 2026Q1: 25,687 shares; 2026Q2: 30,055 shares 30,055 $194K 0.01% +4,368 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,507 shares; 2025Q2: 17,872 shares; 2025Q3: 17,023 shares; 2025Q4: 15,215 shares; 2026Q1: 16,532 shares; 2026Q2: 17,277 shares 17,277 $188K 0.01% +745 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,669 shares; 2025Q4: 9,587 shares; 2026Q1: not reported; 2026Q2: 11,358 shares 11,358 $179K 0.01% new Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,104 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,406 shares; 2025Q4: 6,259 shares; 2026Q1: 7,252 shares; 2026Q2: 3,278 shares 3,278 $175K 0.01% -3,974 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,258 shares; 2025Q2: 17,248 shares; 2025Q3: 16,248 shares; 2025Q4: 24,248 shares; 2026Q1: 29,248 shares; 2026Q2: 29,303 shares 29,303 $173K 0.01% +55 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: 30,490 shares; 2024Q4: 31,600 shares; 2025Q1: 32,100 shares; 2025Q2: 18,610 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,200 shares 19,200 $168K 0.01% new Timeline TSLL 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: 367,946 shares; 2024Q4: 127,562 shares; 2025Q1: 17,213 shares; 2025Q2: 20,075 shares; 2025Q3: 16,080 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,416 shares 10,416 $147K 0.01% new Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26,096 shares; 2025Q1: 14,550 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,542 shares; 2026Q1: 4,541 shares; 2026Q2: 6,100 shares 6,100 $146K 0.01% +1,559 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,315 shares 10,315 $143K 0.01% new Timeline NVDY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,186 shares; 2025Q4: 11,303 shares; 2026Q1: 11,225 shares; 2026Q2: 11,225 shares 11,225 $140K 0.01% 0 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,121 shares 12,121 $134K 0.01% new Timeline AMZY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $107K 0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 999 shares; 2025Q3: 2,243 shares; 2025Q4: 2,070 shares; 2026Q1: 2,123 shares; 2026Q2: 708 shares 708 $103K <0.01% -1,415 Timeline SHLS SHOALS TECHNOLOGIES GROUP IN More: the full row for SHOALS TECHNOLOGIES GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $99K <0.01% new Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,208 shares; 2024Q4: 10,904 shares; 2025Q1: 11,013 shares; 2025Q2: 12,569 shares; 2025Q3: 12,022 shares; 2025Q4: 17,105 shares; 2026Q1: 20,884 shares; 2026Q2: 16,974 shares 16,974 $85.9K <0.01% -3,910 Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY 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: 10,461 shares; 2026Q2: 10,138 shares 10,138 $73.6K <0.01% -323 Timeline ERY 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: 5,021 shares 5,021 $65.6K <0.01% new Timeline NGEN NERVGEN PHARMA CORP More: the full row for NERVGEN PHARMA 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: 25,500 shares; 2026Q2: 31,500 shares 31,500 $64.9K <0.01% +6,000 Timeline ESPR ESPERION THERAPEUTICS INC NE More: the full row for ESPERION THERAPEUTICS INC NE 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: 14,386 shares; 2026Q1: 14,386 shares; 2026Q2: 14,386 shares 14,386 $45.5K <0.01% 0 Timeline PROP PRAIRIE OPER CO More: the full row for PRAIRIE OPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,088 shares; 2025Q1: 21,088 shares; 2025Q2: 62,552 shares; 2025Q3: 74,252 shares; 2025Q4: 74,252 shares; 2026Q1: 62,552 shares; 2026Q2: 62,552 shares 62,552 $45.1K <0.01% 0 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: not reported; 2026Q1: 355 shares; 2026Q2: 320 shares 320 $29.9K <0.01% -35 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,560 shares; 2024Q4: 12,129 shares; 2025Q1: 12,152 shares; 2025Q2: 12,184 shares; 2025Q3: 10,972 shares; 2025Q4: 10,655 shares; 2026Q1: 10,681 shares; 2026Q2: 10,711 shares 10,711 $24.7K <0.01% +30 Timeline POET POET TECHNOLOGIES INC More: the full row for POET 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: 14,300 shares; 2026Q1: 12,500 shares; 2026Q2: 1,796 shares 1,796 $18.5K <0.01% -10,704 Timeline TRON TRON INC More: the full row for TRON 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: 11,000 shares 11,000 $17.7K <0.01% new Timeline LDI LOANDEPOT INC More: the full row for LOANDEPOT 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: 10,000 shares; 2025Q4: 11,500 shares; 2026Q1: 11,500 shares; 2026Q2: 14,000 shares 14,000 $17.5K <0.01% +2,500 Timeline AKBA AKEBIA THREAPEUTICS INC More: the full row for AKEBIA THREAPEUTICS 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: 14,600 shares; 2026Q1: 14,600 shares; 2026Q2: 14,600 shares 14,600 $16.6K <0.01% 0 Timeline