BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 256,153 shares; 2024Q4: 301,528 shares; 2025Q1: 306,733 shares; 2025Q2: 301,570 shares; 2025Q3: 313,423 shares; 2025Q4: 317,197 shares; 2026Q1: 327,761 shares; 2026Q2: 321,138 shares 321,138 $29.4M 12.11% -6,623 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: 63,590 shares; 2024Q4: 56,924 shares; 2025Q1: 59,532 shares; 2025Q2: 60,804 shares; 2025Q3: 63,715 shares; 2025Q4: 66,760 shares; 2026Q1: 68,901 shares; 2026Q2: 69,781 shares 69,781 $24.9M 10.27% +880 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: 79,938 shares; 2024Q4: 65,337 shares; 2025Q1: 67,389 shares; 2025Q2: 69,214 shares; 2025Q3: 70,651 shares; 2025Q4: 72,503 shares; 2026Q1: 76,039 shares; 2026Q2: 77,306 shares 77,306 $22.4M 9.21% +1,267 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: 36,661 shares; 2024Q4: 38,015 shares; 2025Q1: 39,941 shares; 2025Q2: 40,111 shares; 2025Q3: 40,973 shares; 2025Q4: 42,501 shares; 2026Q1: 47,154 shares; 2026Q2: 49,241 shares 49,241 $18.4M 7.56% +2,087 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: 207,838 shares; 2024Q4: 204,547 shares; 2025Q1: 217,833 shares; 2025Q2: 218,149 shares; 2025Q3: 220,505 shares; 2025Q4: 223,750 shares; 2026Q1: 228,448 shares; 2026Q2: 232,035 shares 232,035 $13.2M 5.44% +3,587 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,750 shares; 2024Q4: 107,750 shares; 2025Q1: 107,750 shares; 2025Q2: 107,750 shares; 2025Q3: 106,750 shares; 2025Q4: 106,750 shares; 2026Q1: 110,250 shares; 2026Q2: 101,750 shares 101,750 $11.2M 4.62% -8,500 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: 32,884 shares; 2024Q4: 31,023 shares; 2025Q1: 32,794 shares; 2025Q2: 30,752 shares; 2025Q3: 31,074 shares; 2025Q4: 31,989 shares; 2026Q1: 32,823 shares; 2026Q2: 33,307 shares 33,307 $10.9M 4.49% +484 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: 14,056 shares; 2024Q4: 15,422 shares; 2025Q1: 15,930 shares; 2025Q2: 16,411 shares; 2025Q3: 17,277 shares; 2025Q4: 17,789 shares; 2026Q1: 19,765 shares; 2026Q2: 20,465 shares 20,465 $10.2M 4.22% +700 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: 17,505 shares; 2024Q4: 18,628 shares; 2025Q1: 20,683 shares; 2025Q2: 22,078 shares; 2025Q3: 22,665 shares; 2025Q4: 23,513 shares; 2026Q1: 25,836 shares; 2026Q2: 27,868 shares 27,868 $6.64M 2.73% +2,032 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,397 shares; 2025Q2: 49,283 shares; 2025Q3: 62,967 shares; 2025Q4: 37,426 shares; 2026Q1: 32,258 shares; 2026Q2: 18,723 shares 18,723 $5.67M 2.33% -13,535 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: 9,495 shares; 2024Q4: 9,833 shares; 2025Q1: 10,514 shares; 2025Q2: 10,690 shares; 2025Q3: 10,813 shares; 2025Q4: 11,023 shares; 2026Q1: 11,544 shares; 2026Q2: 11,667 shares 11,667 $4.91M 2.02% +123 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,811 shares; 2024Q4: 14,971 shares; 2025Q1: 34,289 shares; 2025Q2: 32,412 shares; 2025Q3: 29,795 shares; 2025Q4: 26,894 shares; 2026Q1: 27,189 shares; 2026Q2: 24,201 shares 24,201 $4.84M 1.99% -2,988 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: 65,491 shares; 2025Q3: 66,811 shares; 2025Q4: 61,446 shares; 2026Q1: 63,675 shares; 2026Q2: 41,300 shares 41,300 $4.2M 1.73% -22,375 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: 46,090 shares; 2024Q4: 78,447 shares; 2025Q1: 81,740 shares; 2025Q2: 54,040 shares; 2025Q3: 38,148 shares; 2025Q4: 36,411 shares; 2026Q1: 38,196 shares; 2026Q2: 39,320 shares 39,320 $3.94M 1.62% +1,124 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH 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: 105,638 shares 105,638 $3.66M 1.51% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,860 shares; 2024Q4: 17,304 shares; 2025Q1: 19,968 shares; 2025Q2: 20,334 shares; 2025Q3: 22,086 shares; 2025Q4: 25,169 shares; 2026Q1: 25,851 shares; 2026Q2: 26,323 shares 26,323 $3.6M 1.48% +472 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: 92,668 shares; 2024Q4: 94,519 shares; 2025Q1: 100,561 shares; 2025Q2: 104,274 shares; 2025Q3: 106,496 shares; 2025Q4: 70,147 shares; 2026Q1: 55,984 shares; 2026Q2: 24,288 shares 24,288 $3.39M 1.4% -31,696 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,140 shares; 2025Q3: not reported; 2025Q4: 29,770 shares; 2026Q1: 30,829 shares; 2026Q2: 31,207 shares 31,207 $3.35M 1.38% +378 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: 77,499 shares; 2025Q1: not reported; 2025Q2: 68,174 shares; 2025Q3: 86,593 shares; 2025Q4: 91,957 shares; 2026Q1: 157,043 shares; 2026Q2: 185,538 shares 185,538 $3.22M 1.33% +28,495 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,303 shares 11,303 $3.18M 1.31% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,529 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,530 shares 7,530 $3.13M 1.29% new 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: not reported; 2024Q4: 8,639 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,116 shares; 2026Q2: 10,309 shares 10,309 $3.1M 1.28% +193 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 206,932 shares; 2025Q2: 207,504 shares; 2025Q3: 212,436 shares; 2025Q4: 216,160 shares; 2026Q1: 222,192 shares; 2026Q2: 228,254 shares 228,254 $3.05M 1.26% +6,062 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,901 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 108,293 shares 108,293 $3.01M 1.24% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,854 shares; 2026Q2: 25,400 shares 25,400 $3.01M 1.24% +546 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,955 shares; 2025Q3: 13,113 shares; 2025Q4: 13,809 shares; 2026Q1: 14,300 shares; 2026Q2: 17,974 shares 17,974 $2.96M 1.22% +3,674 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90,334 shares; 2025Q3: 168,070 shares; 2025Q4: 173,326 shares; 2026Q1: 178,801 shares; 2026Q2: 187,576 shares 187,576 $2.95M 1.22% +8,775 Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 16,714 shares 16,714 $2.9M 1.19% new Timeline PSNL PERSONALIS INC More: the full row for PERSONALIS 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: 50,030 shares 50,030 $2.9M 1.19% new 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: 16,743 shares 16,743 $2.86M 1.18% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,315 shares; 2025Q1: not reported; 2025Q2: 1,711 shares; 2025Q3: 2,254 shares; 2025Q4: not reported; 2026Q1: 12,453 shares; 2026Q2: 13,048 shares 13,048 $2.82M 1.16% +595 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: 77,637 shares; 2024Q4: 40,931 shares; 2025Q1: 30,168 shares; 2025Q2: 24,634 shares; 2025Q3: 20,927 shares; 2025Q4: 21,319 shares; 2026Q1: 22,627 shares; 2026Q2: 22,892 shares 22,892 $2.67M 1.1% +265 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: 54,289 shares; 2024Q4: 55,216 shares; 2025Q1: 57,630 shares; 2025Q2: 58,132 shares; 2025Q3: 61,169 shares; 2025Q4: 64,758 shares; 2026Q1: 71,471 shares; 2026Q2: 77,614 shares 77,614 $2.58M 1.06% +6,143 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR 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: 25,880 shares 25,880 $2.57M 1.06% new Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION 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: 87,579 shares; 2025Q4: 96,432 shares; 2026Q1: 252,951 shares; 2026Q2: 264,270 shares 264,270 $2.36M 0.97% +11,319 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 52,176 shares 52,176 $2.28M 0.94% 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: 48,107 shares 48,107 $2.2M 0.91% new Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,531 shares; 2025Q2: 32,059 shares; 2025Q3: 33,213 shares; 2025Q4: 33,930 shares; 2026Q1: 31,438 shares; 2026Q2: 33,461 shares 33,461 $2.18M 0.9% +2,023 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: 25,837 shares; 2024Q4: 33,857 shares; 2025Q1: 34,641 shares; 2025Q2: 26,887 shares; 2025Q3: 27,719 shares; 2025Q4: 17,325 shares; 2026Q1: 19,684 shares; 2026Q2: 22,269 shares 22,269 $1.61M 0.66% +2,585 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 472 shares; 2025Q3: 600 shares; 2025Q4: not reported; 2026Q1: 651 shares; 2026Q2: 651 shares 651 $479K 0.2% 0 Timeline