NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 24,230 shares; 2024Q2: not loaded; 2024Q3: 512,403 shares; 2024Q4: 427,030 shares; 2025Q1: 436,351 shares; 2025Q2: 771,784 shares; 2025Q3: 770,649 shares 770,649 $144M 23.23% -1,135 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 38,864 shares; 2024Q2: not loaded; 2024Q3: 43,875 shares; 2024Q4: 43,271 shares; 2025Q1: 48,074 shares; 2025Q2: 53,744 shares; 2025Q3: 53,674 shares 53,674 $27.8M 4.49% -70 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 80,120 shares; 2024Q2: not loaded; 2024Q3: 103,719 shares; 2024Q4: 101,332 shares; 2025Q1: 101,848 shares; 2025Q2: 96,848 shares; 2025Q3: 94,985 shares 94,985 $24.2M 3.91% -1,863 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 77,589 shares; 2024Q2: not loaded; 2024Q3: 82,667 shares; 2024Q4: 92,706 shares; 2025Q1: 102,200 shares; 2025Q2: 108,479 shares; 2025Q3: 108,220 shares 108,220 $22.3M 3.61% -259 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; 2023Q4: not loaded; 2024Q1: 33,530 shares; 2024Q2: not loaded; 2024Q3: 35,492 shares; 2024Q4: 34,317 shares; 2025Q1: 35,776 shares; 2025Q2: 31,807 shares; 2025Q3: 31,803 shares 31,803 $21.2M 3.42% -4 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 605,559 shares; 2024Q2: not loaded; 2024Q3: 620,335 shares; 2024Q4: 593,335 shares; 2025Q1: 568,802 shares; 2025Q2: 496,873 shares; 2025Q3: 500,243 shares 500,243 $16.8M 2.71% +3,370 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 115,763 shares; 2024Q2: not loaded; 2024Q3: 112,082 shares; 2024Q4: 119,416 shares; 2025Q1: 127,678 shares; 2025Q2: 133,975 shares; 2025Q3: 134,238 shares 134,238 $16.2M 2.62% +263 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; 2023Q4: not loaded; 2024Q1: 4,440 shares; 2024Q2: not loaded; 2024Q3: 10,025 shares; 2024Q4: 18,489 shares; 2025Q1: 19,166 shares; 2025Q2: 18,016 shares; 2025Q3: 18,945 shares 18,945 $13.9M 2.25% +929 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 70,392 shares; 2024Q2: not loaded; 2024Q3: 70,275 shares; 2024Q4: 67,402 shares; 2025Q1: 67,796 shares; 2025Q2: 64,553 shares; 2025Q3: 64,266 shares 64,266 $12.5M 2.02% -287 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; 2023Q4: not loaded; 2024Q1: 17,901 shares; 2024Q2: not loaded; 2024Q3: 19,555 shares; 2024Q4: 18,310 shares; 2025Q1: 18,567 shares; 2025Q2: 21,866 shares; 2025Q3: 22,563 shares 22,563 $10.8M 1.75% +697 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; 2023Q4: not loaded; 2024Q1: 37,497 shares; 2024Q2: not loaded; 2024Q3: 46,270 shares; 2024Q4: 47,372 shares; 2025Q1: 50,997 shares; 2025Q2: 51,466 shares; 2025Q3: 51,749 shares 51,749 $9.65M 1.56% +283 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; 2023Q4: not loaded; 2024Q1: 26,982 shares; 2024Q2: not loaded; 2024Q3: 33,142 shares; 2024Q4: 35,320 shares; 2025Q1: 45,557 shares; 2025Q2: 42,638 shares; 2025Q3: 43,559 shares 43,559 $9.56M 1.54% +921 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 2,722 shares; 2024Q2: not loaded; 2024Q3: 64,570 shares; 2024Q4: 65,038 shares; 2025Q1: 64,934 shares; 2025Q2: 64,777 shares; 2025Q3: 64,787 shares 64,787 $9.1M 1.47% +10 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 29,978 shares; 2024Q2: not loaded; 2024Q3: 41,436 shares; 2024Q4: 39,830 shares; 2025Q1: 45,271 shares; 2025Q2: 39,390 shares; 2025Q3: 37,145 shares 37,145 $9.05M 1.46% -2,245 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 23,828 shares; 2024Q2: not loaded; 2024Q3: 21,701 shares; 2024Q4: 21,574 shares; 2025Q1: 20,918 shares; 2025Q2: 19,375 shares; 2025Q3: 19,300 shares 19,300 $9.04M 1.46% -75 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 60,899 shares; 2024Q2: not loaded; 2024Q3: 69,766 shares; 2024Q4: 71,341 shares; 2025Q1: 71,554 shares; 2025Q2: 70,757 shares; 2025Q3: 70,838 shares 70,838 $8.42M 1.36% +81 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 74,966 shares; 2024Q2: not loaded; 2024Q3: 83,020 shares; 2024Q4: 79,731 shares; 2025Q1: 83,783 shares; 2025Q2: 82,690 shares; 2025Q3: 82,795 shares 82,795 $8.24M 1.33% +105 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; 2023Q4: not loaded; 2024Q1: 28,464 shares; 2024Q2: not loaded; 2024Q3: 33,552 shares; 2024Q4: 33,285 shares; 2025Q1: 33,519 shares; 2025Q2: 35,790 shares; 2025Q3: 36,741 shares 36,741 $7.93M 1.28% +951 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; 2023Q4: not loaded; 2024Q1: 5,046 shares; 2024Q2: not loaded; 2024Q3: 8,961 shares; 2024Q4: 10,518 shares; 2025Q1: 11,821 shares; 2025Q2: 11,285 shares; 2025Q3: 11,295 shares 11,295 $6.78M 1.1% +10 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 8,601 shares; 2024Q2: not loaded; 2024Q3: 21,427 shares; 2024Q4: 35,069 shares; 2025Q1: 42,131 shares; 2025Q2: 42,131 shares; 2025Q3: 42,131 shares 42,131 $6.32M 1.02% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 4,608 shares; 2024Q2: not loaded; 2024Q3: 4,649 shares; 2024Q4: 5,120 shares; 2025Q1: 5,329 shares; 2025Q2: 4,648 shares; 2025Q3: 4,648 shares 4,648 $5.57M 0.9% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 17,581 shares; 2024Q2: not loaded; 2024Q3: 17,523 shares; 2024Q4: 17,651 shares; 2025Q1: 17,740 shares; 2025Q2: 18,933 shares; 2025Q3: 18,933 shares 18,933 $5.34M 0.86% 0 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; 2023Q4: not loaded; 2024Q1: 14,570 shares; 2024Q2: not loaded; 2024Q3: 17,470 shares; 2024Q4: 16,406 shares; 2025Q1: 16,925 shares; 2025Q2: 16,711 shares; 2025Q3: 16,711 shares 16,711 $5.27M 0.85% 0 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 35,061 shares; 2024Q2: not loaded; 2024Q3: 35,023 shares; 2024Q4: 34,803 shares; 2025Q1: 34,899 shares; 2025Q2: 35,361 shares; 2025Q3: 35,862 shares 35,862 $4.92M 0.79% +501 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; 2023Q4: not loaded; 2024Q1: 4,448 shares; 2024Q2: not loaded; 2024Q3: 5,815 shares; 2024Q4: 5,545 shares; 2025Q1: 5,927 shares; 2025Q2: 9,230 shares; 2025Q3: 9,256 shares 9,256 $4.54M 0.73% +26 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 11,468 shares; 2024Q2: not loaded; 2024Q3: 11,873 shares; 2024Q4: 12,540 shares; 2025Q1: 12,852 shares; 2025Q2: 12,130 shares; 2025Q3: 12,380 shares 12,380 $4.23M 0.68% +250 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 24,668 shares; 2024Q2: not loaded; 2024Q3: 34,366 shares; 2024Q4: 28,554 shares; 2025Q1: 31,374 shares; 2025Q2: 28,618 shares; 2025Q3: 28,509 shares 28,509 $4.03M 0.65% -109 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 19,950 shares; 2024Q2: not loaded; 2024Q3: 19,828 shares; 2024Q4: 20,077 shares; 2025Q1: 19,907 shares; 2025Q2: 19,579 shares; 2025Q3: 19,616 shares 19,616 $3.99M 0.65% +37 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 43,773 shares; 2024Q2: not loaded; 2024Q3: 57,940 shares; 2024Q4: 53,919 shares; 2025Q1: 52,737 shares; 2025Q2: 45,350 shares; 2025Q3: 44,350 shares 44,350 $3.96M 0.64% -1,000 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 13,194 shares; 2024Q2: not loaded; 2024Q3: 16,116 shares; 2024Q4: 16,186 shares; 2025Q1: 16,367 shares; 2025Q2: 16,830 shares; 2025Q3: 16,857 shares 16,857 $3.9M 0.63% +27 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 10,966 shares; 2024Q2: not loaded; 2024Q3: 18,584 shares; 2024Q4: 19,494 shares; 2025Q1: 23,009 shares; 2025Q2: 17,335 shares; 2025Q3: 15,732 shares 15,732 $3.82M 0.62% -1,603 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 20,000 shares; 2024Q2: not loaded; 2024Q3: 20,008 shares; 2024Q4: 20,016 shares; 2025Q1: 20,025 shares; 2025Q2: 21,543 shares; 2025Q3: 21,543 shares 21,543 $3.72M 0.6% 0 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 110,076 shares; 2025Q2: 110,076 shares; 2025Q3: 110,076 shares 110,076 $3.69M 0.6% 0 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 41,767 shares; 2024Q4: 41,767 shares; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares; 2025Q3: 40,000 shares 40,000 $3.59M 0.58% 0 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 14,707 shares; 2025Q1: 19,707 shares; 2025Q2: 23,128 shares; 2025Q3: 23,228 shares 23,228 $3.5M 0.57% +100 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 11,556 shares; 2024Q2: not loaded; 2024Q3: 12,573 shares; 2024Q4: 13,666 shares; 2025Q1: 21,798 shares; 2025Q2: 7,446 shares; 2025Q3: 7,446 shares 7,446 $3.31M 0.53% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 9,743 shares; 2024Q2: not loaded; 2024Q3: 19,454 shares; 2024Q4: 24,260 shares; 2025Q1: 24,950 shares; 2025Q2: 29,199 shares; 2025Q3: 31,496 shares 31,496 $3.25M 0.52% +2,297 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 295 shares; 2024Q2: not loaded; 2024Q3: 8,019 shares; 2024Q4: 9,763 shares; 2025Q1: 9,618 shares; 2025Q2: 9,735 shares; 2025Q3: 9,739 shares 9,739 $3.21M 0.52% +4 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; 2023Q4: not loaded; 2024Q1: 13,146 shares; 2024Q2: not loaded; 2024Q3: 13,068 shares; 2024Q4: 12,960 shares; 2025Q1: 13,019 shares; 2025Q2: 12,190 shares; 2025Q3: 12,190 shares 12,190 $3.1M 0.5% 0 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 11,449 shares; 2024Q4: 72,943 shares; 2025Q1: 83,449 shares; 2025Q2: 34,934 shares; 2025Q3: 30,416 shares 30,416 $2.98M 0.48% -4,518 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 51,400 shares; 2024Q2: not loaded; 2024Q3: 62,500 shares; 2024Q4: 64,830 shares; 2025Q1: 69,750 shares; 2025Q2: 66,620 shares; 2025Q3: 66,520 shares 66,520 $2.82M 0.46% -100 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 38,867 shares; 2024Q4: 49,500 shares; 2025Q1: 43,789 shares; 2025Q2: 56,491 shares; 2025Q3: 55,274 shares 55,274 $2.81M 0.45% -1,217 Timeline LONZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 35,887 shares; 2024Q4: 49,146 shares; 2025Q1: 44,557 shares; 2025Q2: 56,625 shares; 2025Q3: 53,484 shares 53,484 $2.73M 0.44% -3,141 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 94,196 shares; 2025Q3: 106,408 shares 106,408 $2.66M 0.43% +12,212 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 8,700 shares; 2024Q2: not loaded; 2024Q3: 15,322 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,732 shares; 2025Q3: 17,832 shares 17,832 $2.54M 0.41% +100 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; 2023Q4: not loaded; 2024Q1: 1,698 shares; 2024Q2: not loaded; 2024Q3: 2,150 shares; 2024Q4: 2,143 shares; 2025Q1: 2,516 shares; 2025Q2: 2,702 shares; 2025Q3: 2,728 shares 2,728 $2.53M 0.41% +26 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 42,021 shares; 2025Q1: 44,821 shares; 2025Q2: 36,546 shares; 2025Q3: 36,746 shares 36,746 $2.47M 0.4% +200 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; 2023Q4: not loaded; 2024Q1: 3,018 shares; 2024Q2: not loaded; 2024Q3: 3,241 shares; 2024Q4: 3,193 shares; 2025Q1: 2,985 shares; 2025Q2: 3,075 shares; 2025Q3: 3,082 shares 3,082 $2.45M 0.4% +7 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 99 shares; 2024Q2: not loaded; 2024Q3: 8,799 shares; 2024Q4: 6,799 shares; 2025Q1: 7,999 shares; 2025Q2: 61,499 shares; 2025Q3: 61,799 shares 61,799 $2.42M 0.39% +300 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; 2023Q4: not loaded; 2024Q1: 8,408 shares; 2024Q2: not loaded; 2024Q3: 8,926 shares; 2024Q4: 8,994 shares; 2025Q1: 9,069 shares; 2025Q2: 8,432 shares; 2025Q3: 8,433 shares 8,433 $2.38M 0.38% +1 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 50,741 shares; 2024Q2: not loaded; 2024Q3: 54,385 shares; 2024Q4: 44,684 shares; 2025Q1: 44,978 shares; 2025Q2: 43,431 shares; 2025Q3: 43,431 shares 43,431 $2.27M 0.37% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,291 shares; 2025Q2: 76,111 shares; 2025Q3: 75,611 shares 75,611 $2.14M 0.34% -500 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 56,480 shares; 2024Q2: not loaded; 2024Q3: 58,648 shares; 2024Q4: 63,532 shares; 2025Q1: 69,666 shares; 2025Q2: 42,661 shares; 2025Q3: 42,068 shares 42,068 $2.13M 0.34% -593 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 2,798 shares; 2024Q2: not loaded; 2024Q3: 4,034 shares; 2024Q4: 3,214 shares; 2025Q1: 3,553 shares; 2025Q2: 13,719 shares; 2025Q3: 13,719 shares 13,719 $2.13M 0.34% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 13,840 shares; 2024Q4: 14,081 shares; 2025Q1: 13,842 shares; 2025Q2: 13,800 shares; 2025Q3: 13,800 shares 13,800 $2.1M 0.34% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,193 shares; 2025Q3: 26,666 shares 26,666 $2.03M 0.33% +473 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 27,533 shares; 2024Q2: not loaded; 2024Q3: 30,031 shares; 2024Q4: 29,968 shares; 2025Q1: 28,679 shares; 2025Q2: 79,423 shares; 2025Q3: 79,423 shares 79,423 $2.02M 0.33% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 8,600 shares; 2024Q2: not loaded; 2024Q3: 8,760 shares; 2024Q4: 13,401 shares; 2025Q1: 18,090 shares; 2025Q2: 14,946 shares; 2025Q3: 12,994 shares 12,994 $1.93M 0.31% -1,952 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 8,049 shares; 2024Q2: not loaded; 2024Q3: 7,736 shares; 2024Q4: 7,630 shares; 2025Q1: 7,136 shares; 2025Q2: 6,841 shares; 2025Q3: 6,841 shares 6,841 $1.91M 0.31% 0 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; 2023Q4: not loaded; 2024Q1: 1,348 shares; 2024Q2: not loaded; 2024Q3: 3,309 shares; 2024Q4: 3,364 shares; 2025Q1: 3,358 shares; 2025Q2: 3,723 shares; 2025Q3: 3,723 shares 3,723 $1.87M 0.3% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 24,057 shares; 2024Q2: not loaded; 2024Q3: 22,204 shares; 2024Q4: 20,130 shares; 2025Q1: 20,176 shares; 2025Q2: 19,870 shares; 2025Q3: 19,870 shares 19,870 $1.86M 0.3% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 8,312 shares; 2024Q2: not loaded; 2024Q3: 8,464 shares; 2024Q4: 8,466 shares; 2025Q1: 8,864 shares; 2025Q2: 8,741 shares; 2025Q3: 8,741 shares 8,741 $1.84M 0.3% 0 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 96,714 shares 96,714 $1.83M 0.3% new 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; 2023Q4: not loaded; 2024Q1: 1,655 shares; 2024Q2: not loaded; 2024Q3: 2,375 shares; 2024Q4: 2,398 shares; 2025Q1: 3,981 shares; 2025Q2: 4,124 shares; 2025Q3: 4,509 shares 4,509 $1.83M 0.3% +385 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; 2023Q4: not loaded; 2024Q1: 10,783 shares; 2024Q2: not loaded; 2024Q3: 12,946 shares; 2024Q4: 13,407 shares; 2025Q1: 14,838 shares; 2025Q2: 15,587 shares; 2025Q3: 15,587 shares 15,587 $1.76M 0.28% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 34,014 shares; 2024Q2: not loaded; 2024Q3: 32,659 shares; 2024Q4: 34,033 shares; 2025Q1: 34,120 shares; 2025Q2: 32,120 shares; 2025Q3: 32,128 shares 32,128 $1.73M 0.28% +8 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; 2023Q4: not loaded; 2024Q1: 6,042 shares; 2024Q2: not loaded; 2024Q3: 8,573 shares; 2024Q4: 7,963 shares; 2025Q1: 23,051 shares; 2025Q2: 20,042 shares; 2025Q3: 20,042 shares 20,042 $1.68M 0.27% 0 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; 2023Q4: not loaded; 2024Q1: 5,320 shares; 2024Q2: not loaded; 2024Q3: 2,593 shares; 2024Q4: 2,798 shares; 2025Q1: 2,831 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares 2,700 $1.65M 0.27% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 10,861 shares; 2024Q2: not loaded; 2024Q3: 11,930 shares; 2024Q4: 11,851 shares; 2025Q1: 13,021 shares; 2025Q2: 11,517 shares; 2025Q3: 11,559 shares 11,559 $1.64M 0.27% +42 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 14,420 shares; 2024Q2: not loaded; 2024Q3: 14,564 shares; 2024Q4: 14,501 shares; 2025Q1: 14,937 shares; 2025Q2: 14,335 shares; 2025Q3: 14,335 shares 14,335 $1.64M 0.27% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 1,077 shares; 2024Q2: not loaded; 2024Q3: 2,466 shares; 2024Q4: 2,394 shares; 2025Q1: 2,923 shares; 2025Q2: 2,426 shares; 2025Q3: 2,427 shares 2,427 $1.62M 0.26% +1 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 1,575 shares; 2024Q2: not loaded; 2024Q3: 1,599 shares; 2024Q4: 1,599 shares; 2025Q1: 1,498 shares; 2025Q2: 1,498 shares; 2025Q3: 1,498 shares 1,498 $1.62M 0.26% 0 Timeline TNA 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; 2023Q4: not loaded; 2024Q1: 22,595 shares; 2024Q2: not loaded; 2024Q3: 23,602 shares; 2024Q4: 25,712 shares; 2025Q1: 31,853 shares; 2025Q2: 31,167 shares; 2025Q3: 33,636 shares 33,636 $1.52M 0.25% +2,469 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; 2023Q4: not loaded; 2024Q1: 12,420 shares; 2024Q2: not loaded; 2024Q3: 19,751 shares; 2024Q4: 20,126 shares; 2025Q1: 19,563 shares; 2025Q2: 21,000 shares; 2025Q3: 21,742 shares 21,742 $1.49M 0.24% +742 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,070 shares; 2025Q3: 35,070 shares 35,070 $1.38M 0.22% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 1,833 shares; 2024Q2: not loaded; 2024Q3: 3,123 shares; 2024Q4: 3,031 shares; 2025Q1: 3,045 shares; 2025Q2: 4,068 shares; 2025Q3: 4,243 shares 4,243 $1.29M 0.21% +175 Timeline OPAD OFFERPAD SOLUTIONS INC More: the full row for OFFERPAD SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 693,014 shares; 2025Q1: 693,014 shares; 2025Q2: 333,516 shares; 2025Q3: 309,016 shares 309,016 $1.29M 0.21% -24,500 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 14,214 shares; 2024Q2: not loaded; 2024Q3: 20,443 shares; 2024Q4: 20,321 shares; 2025Q1: 20,728 shares; 2025Q2: 17,215 shares; 2025Q3: 17,236 shares 17,236 $1.17M 0.19% +21 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 11,604 shares; 2024Q2: not loaded; 2024Q3: 11,825 shares; 2024Q4: 11,444 shares; 2025Q1: 11,283 shares; 2025Q2: 11,204 shares; 2025Q3: 12,396 shares 12,396 $1.16M 0.19% +1,192 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 3,386 shares; 2025Q1: 6,994 shares; 2025Q2: 6,396 shares; 2025Q3: 6,271 shares 6,271 $1.14M 0.18% -125 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; 2023Q4: not loaded; 2024Q1: 3,768 shares; 2024Q2: not loaded; 2024Q3: 7,021 shares; 2024Q4: 8,109 shares; 2025Q1: 8,761 shares; 2025Q2: 8,069 shares; 2025Q3: 8,069 shares 8,069 $1.14M 0.18% 0 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 3,407 shares; 2024Q4: 3,397 shares; 2025Q1: 3,384 shares; 2025Q2: 3,417 shares; 2025Q3: 3,417 shares 3,417 $1.14M 0.18% 0 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 8,004 shares; 2024Q4: 9,048 shares; 2025Q1: 10,094 shares; 2025Q2: 22,362 shares; 2025Q3: 22,403 shares 22,403 $1.13M 0.18% +41 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; 2023Q4: not loaded; 2024Q1: 6,833 shares; 2024Q2: not loaded; 2024Q3: 7,944 shares; 2024Q4: 7,142 shares; 2025Q1: 6,903 shares; 2025Q2: 6,680 shares; 2025Q3: 6,553 shares 6,553 $1.1M 0.18% -127 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; 2023Q4: not loaded; 2024Q1: 19,792 shares; 2024Q2: not loaded; 2024Q3: 22,063 shares; 2024Q4: 19,279 shares; 2025Q1: 11,716 shares; 2025Q2: 6,281 shares; 2025Q3: 6,717 shares 6,717 $1.09M 0.18% +436 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; 2023Q4: not loaded; 2024Q1: 15,581 shares; 2024Q2: not loaded; 2024Q3: 62,616 shares; 2024Q4: 56,518 shares; 2025Q1: 56,709 shares; 2025Q2: 20,737 shares; 2025Q3: 20,738 shares 20,738 $1.07M 0.17% +1 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; 2023Q4: not loaded; 2024Q1: 14,379 shares; 2024Q2: not loaded; 2024Q3: 15,764 shares; 2024Q4: 14,012 shares; 2025Q1: 12,997 shares; 2025Q2: 11,936 shares; 2025Q3: 11,965 shares 11,965 $1.07M 0.17% +29 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,188 shares; 2025Q3: 9,469 shares 9,469 $1.06M 0.17% -719 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 7,785 shares; 2024Q2: not loaded; 2024Q3: 7,853 shares; 2024Q4: 7,864 shares; 2025Q1: 8,176 shares; 2025Q2: 7,998 shares; 2025Q3: 7,698 shares 7,698 $1.03M 0.17% -300 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 7,777 shares; 2024Q2: not loaded; 2024Q3: 9,080 shares; 2024Q4: 11,305 shares; 2025Q1: 10,898 shares; 2025Q2: 10,164 shares; 2025Q3: 10,164 shares 10,164 $1.02M 0.16% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 10,502 shares; 2024Q2: not loaded; 2024Q3: 10,607 shares; 2024Q4: 10,537 shares; 2025Q1: 10,807 shares; 2025Q2: 10,732 shares; 2025Q3: 10,732 shares 10,732 $966K 0.16% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 2,105 shares; 2024Q2: not loaded; 2024Q3: 6,363 shares; 2024Q4: 6,165 shares; 2025Q1: 6,188 shares; 2025Q2: 6,257 shares; 2025Q3: 5,699 shares 5,699 $948K 0.15% -558 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; 2023Q4: not loaded; 2024Q1: 7,163 shares; 2024Q2: not loaded; 2024Q3: 7,197 shares; 2024Q4: 7,269 shares; 2025Q1: 11,540 shares; 2025Q2: 11,421 shares; 2025Q3: 11,321 shares 11,321 $946K 0.15% -100 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 4,361 shares; 2024Q2: not loaded; 2024Q3: 4,780 shares; 2024Q4: 4,534 shares; 2025Q1: 4,256 shares; 2025Q2: 3,924 shares; 2025Q3: 3,973 shares 3,973 $937K 0.15% +49 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; 2023Q4: not loaded; 2024Q1: 1,650 shares; 2024Q2: not loaded; 2024Q3: 1,802 shares; 2024Q4: 1,806 shares; 2025Q1: 1,766 shares; 2025Q2: 1,780 shares; 2025Q3: 1,785 shares 1,785 $891K 0.14% +5 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; 2023Q4: not loaded; 2024Q1: 4,441 shares; 2024Q2: not loaded; 2024Q3: 4,655 shares; 2024Q4: 5,432 shares; 2025Q1: 5,571 shares; 2025Q2: 6,029 shares; 2025Q3: 6,741 shares 6,741 $878K 0.14% +712 Timeline GINN 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; 2023Q4: not loaded; 2024Q1: 13,421 shares; 2024Q2: not loaded; 2024Q3: 12,760 shares; 2024Q4: 12,804 shares; 2025Q1: 12,390 shares; 2025Q2: 11,783 shares; 2025Q3: 11,783 shares 11,783 $870K 0.14% 0 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 14,935 shares; 2024Q2: not loaded; 2024Q3: 14,862 shares; 2024Q4: 14,862 shares; 2025Q1: 15,881 shares; 2025Q2: 14,862 shares; 2025Q3: 14,862 shares 14,862 $854K 0.14% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 66,532 shares; 2025Q1: 48,732 shares; 2025Q2: 48,732 shares; 2025Q3: 48,732 shares 48,732 $836K 0.14% 0 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; 2023Q4: not loaded; 2024Q1: 1,495 shares; 2024Q2: not loaded; 2024Q3: 1,592 shares; 2024Q4: 1,688 shares; 2025Q1: 3,708 shares; 2025Q2: 1,083 shares; 2025Q3: 1,083 shares 1,083 $826K 0.13% 0 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; 2023Q4: not loaded; 2024Q1: 7,870 shares; 2024Q2: not loaded; 2024Q3: 9,872 shares; 2024Q4: 9,878 shares; 2025Q1: 10,758 shares; 2025Q2: 12,425 shares; 2025Q3: 12,425 shares 12,425 $824K 0.13% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 6,385 shares; 2024Q2: not loaded; 2024Q3: 2,082 shares; 2024Q4: 2,284 shares; 2025Q1: 4,357 shares; 2025Q2: 3,245 shares; 2025Q3: 3,246 shares 3,246 $785K 0.13% +1 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 5,208 shares; 2024Q2: not loaded; 2024Q3: 3,402 shares; 2024Q4: 3,404 shares; 2025Q1: 7,931 shares; 2025Q2: 7,018 shares; 2025Q3: 7,018 shares 7,018 $775K 0.13% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 17,502 shares; 2024Q4: 17,502 shares; 2025Q1: 17,502 shares; 2025Q2: 17,502 shares; 2025Q3: 17,502 shares 17,502 $749K 0.12% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 7,679 shares; 2024Q2: not loaded; 2024Q3: 7,569 shares; 2024Q4: 7,335 shares; 2025Q1: 7,013 shares; 2025Q2: 7,260 shares; 2025Q3: 7,260 shares 7,260 $737K 0.12% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 3,514 shares; 2024Q2: not loaded; 2024Q3: 3,897 shares; 2024Q4: 3,684 shares; 2025Q1: 3,164 shares; 2025Q2: 3,062 shares; 2025Q3: 3,062 shares 3,062 $726K 0.12% 0 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; 2023Q4: not loaded; 2024Q1: 5,668 shares; 2024Q2: not loaded; 2024Q3: 5,668 shares; 2024Q4: 5,630 shares; 2025Q1: 5,738 shares; 2025Q2: 5,199 shares; 2025Q3: 5,199 shares 5,199 $724K 0.12% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 4,615 shares; 2024Q2: not loaded; 2024Q3: 7,145 shares; 2024Q4: 6,638 shares; 2025Q1: 6,720 shares; 2025Q2: 3,901 shares; 2025Q3: 3,901 shares 3,901 $723K 0.12% 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; 2023Q4: not loaded; 2024Q1: 10,737 shares; 2024Q2: not loaded; 2024Q3: 10,932 shares; 2024Q4: 12,998 shares; 2025Q1: 14,422 shares; 2025Q2: 16,046 shares; 2025Q3: 16,046 shares 16,046 $705K 0.11% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 10,873 shares; 2024Q4: 10,668 shares; 2025Q1: 10,539 shares; 2025Q2: 34,438 shares; 2025Q3: 34,481 shares 34,481 $704K 0.11% +43 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 1,923 shares; 2024Q2: not loaded; 2024Q3: 1,737 shares; 2024Q4: 5,689 shares; 2025Q1: 5,897 shares; 2025Q2: 6,254 shares; 2025Q3: 6,254 shares 6,254 $701K 0.11% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 7,717 shares; 2024Q2: not loaded; 2024Q3: 6,943 shares; 2024Q4: 6,501 shares; 2025Q1: 6,305 shares; 2025Q2: 6,309 shares; 2025Q3: 6,313 shares 6,313 $698K 0.11% +4 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; 2023Q4: not loaded; 2024Q1: 4,021 shares; 2024Q2: not loaded; 2024Q3: 4,021 shares; 2024Q4: 3,967 shares; 2025Q1: 4,044 shares; 2025Q2: 4,479 shares; 2025Q3: 4,479 shares 4,479 $691K 0.11% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 1,445 shares; 2024Q2: not loaded; 2024Q3: 1,469 shares; 2024Q4: 1,433 shares; 2025Q1: 1,383 shares; 2025Q2: 1,429 shares; 2025Q3: 1,429 shares 1,429 $682K 0.11% 0 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 4,103 shares; 2024Q2: not loaded; 2024Q3: 4,015 shares; 2024Q4: 4,015 shares; 2025Q1: 7,942 shares; 2025Q2: 6,525 shares; 2025Q3: 6,527 shares 6,527 $675K 0.11% +2 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 3,070 shares; 2024Q2: not loaded; 2024Q3: 3,070 shares; 2024Q4: 3,034 shares; 2025Q1: 3,092 shares; 2025Q2: 2,801 shares; 2025Q3: 2,801 shares 2,801 $671K 0.11% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 7,011 shares; 2024Q2: not loaded; 2024Q3: 7,663 shares; 2024Q4: 26,861 shares; 2025Q1: 61,396 shares; 2025Q2: 10,233 shares; 2025Q3: 10,233 shares 10,233 $657K 0.11% 0 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 7,447 shares; 2024Q2: not loaded; 2024Q3: 6,818 shares; 2024Q4: 6,426 shares; 2025Q1: 6,342 shares; 2025Q2: 5,150 shares; 2025Q3: 5,152 shares 5,152 $653K 0.11% +2 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; 2023Q4: not loaded; 2024Q1: 4,227 shares; 2024Q2: not loaded; 2024Q3: 5,182 shares; 2024Q4: 4,403 shares; 2025Q1: 4,407 shares; 2025Q2: 4,223 shares; 2025Q3: 4,223 shares 4,223 $649K 0.1% 0 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,368 shares; 2025Q3: 1,450 shares 1,450 $649K 0.1% +82 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 3,043 shares; 2024Q4: 3,003 shares; 2025Q1: 3,540 shares; 2025Q2: 3,699 shares; 2025Q3: 3,699 shares 3,699 $632K 0.1% 0 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,396 shares; 2025Q3: 21,396 shares 21,396 $611K 0.1% 0 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 6,960 shares; 2024Q4: 6,960 shares; 2025Q1: 8,810 shares; 2025Q2: 9,121 shares; 2025Q3: 9,184 shares 9,184 $597K 0.1% +63 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 10,497 shares; 2024Q2: not loaded; 2024Q3: 10,646 shares; 2024Q4: 9,565 shares; 2025Q1: 8,596 shares; 2025Q2: 6,411 shares; 2025Q3: 6,415 shares 6,415 $571K 0.09% +4 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 3,383 shares; 2024Q2: not loaded; 2024Q3: 3,173 shares; 2024Q4: 3,177 shares; 2025Q1: 3,180 shares; 2025Q2: 3,139 shares; 2025Q3: 3,142 shares 3,142 $556K 0.09% +3 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 54,625 shares; 2024Q2: not loaded; 2024Q3: 53,886 shares; 2024Q4: 54,018 shares; 2025Q1: 49,028 shares; 2025Q2: 49,028 shares; 2025Q3: 49,028 shares 49,028 $551K 0.09% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 7,299 shares; 2024Q4: 23,281 shares; 2025Q1: 23,100 shares; 2025Q2: 10,558 shares; 2025Q3: 10,558 shares 10,558 $539K 0.09% 0 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,677 shares; 2025Q2: 3,677 shares; 2025Q3: 3,677 shares 3,677 $536K 0.09% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 2,316 shares; 2024Q2: not loaded; 2024Q3: 2,316 shares; 2024Q4: 2,316 shares; 2025Q1: 2,316 shares; 2025Q2: 3,215 shares; 2025Q3: 3,215 shares 3,215 $529K 0.09% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 11,002 shares; 2024Q4: 11,002 shares; 2025Q1: 11,002 shares; 2025Q2: 11,002 shares; 2025Q3: 11,002 shares 11,002 $515K 0.08% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 402 shares; 2025Q2: 435 shares; 2025Q3: 435 shares 435 $507K 0.08% 0 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 9,469 shares; 2024Q4: 9,491 shares; 2025Q1: 9,565 shares; 2025Q2: 8,897 shares; 2025Q3: 8,897 shares 8,897 $503K 0.08% 0 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; 2023Q4: not loaded; 2024Q1: 8,626 shares; 2024Q2: not loaded; 2024Q3: 7,679 shares; 2024Q4: 6,942 shares; 2025Q1: 6,841 shares; 2025Q2: 5,540 shares; 2025Q3: 5,485 shares 5,485 $501K 0.08% -55 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 20,178 shares; 2024Q2: not loaded; 2024Q3: 20,178 shares; 2024Q4: 20,178 shares; 2025Q1: 20,178 shares; 2025Q2: 20,178 shares; 2025Q3: 20,178 shares 20,178 $501K 0.08% 0 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 7,072 shares; 2024Q2: not loaded; 2024Q3: 5,619 shares; 2024Q4: 4,609 shares; 2025Q1: 3,862 shares; 2025Q2: 4,692 shares; 2025Q3: 4,654 shares 4,654 $497K 0.08% -38 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 2,083 shares; 2024Q2: not loaded; 2024Q3: 2,995 shares; 2024Q4: 3,200 shares; 2025Q1: 3,131 shares; 2025Q2: 3,054 shares; 2025Q3: 3,058 shares 3,058 $497K 0.08% +4 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; 2023Q4: not loaded; 2024Q1: 2,112 shares; 2024Q2: not loaded; 2024Q3: 2,269 shares; 2024Q4: 2,274 shares; 2025Q1: 1,785 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares 1,750 $494K 0.08% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 3,055 shares; 2024Q2: not loaded; 2024Q3: 3,117 shares; 2024Q4: 3,072 shares; 2025Q1: 3,022 shares; 2025Q2: 3,090 shares; 2025Q3: 3,090 shares 3,090 $491K 0.08% 0 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 19,000 shares; 2025Q1: 30,900 shares; 2025Q2: 30,415 shares; 2025Q3: 30,415 shares 30,415 $491K 0.08% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 492 shares; 2024Q2: not loaded; 2024Q3: 549 shares; 2024Q4: 750 shares; 2025Q1: 917 shares; 2025Q2: 933 shares; 2025Q3: 858 shares 858 $488K 0.08% -75 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 6,763 shares; 2024Q2: not loaded; 2024Q3: 6,763 shares; 2024Q4: 6,763 shares; 2025Q1: 6,897 shares; 2025Q2: 6,228 shares; 2025Q3: 6,228 shares 6,228 $488K 0.08% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 1,559 shares; 2024Q4: 1,559 shares; 2025Q1: 1,559 shares; 2025Q2: 1,559 shares; 2025Q3: 1,559 shares 1,559 $480K 0.08% 0 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 16,100 shares; 2025Q1: 100,500 shares; 2025Q2: 49,590 shares; 2025Q3: 49,590 shares 49,590 $475K 0.08% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 7,346 shares; 2024Q2: not loaded; 2024Q3: 7,330 shares; 2024Q4: 6,805 shares; 2025Q1: 6,248 shares; 2025Q2: 6,026 shares; 2025Q3: 6,027 shares 6,027 $473K 0.08% +1 Timeline BILZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,427 shares; 2025Q3: 4,427 shares 4,427 $448K 0.07% 0 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 15,930 shares; 2024Q4: 14,246 shares; 2025Q1: 17,009 shares; 2025Q2: 3,114 shares; 2025Q3: 3,114 shares 3,114 $442K 0.07% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 27,455 shares; 2024Q2: not loaded; 2024Q3: 35,613 shares; 2024Q4: 3,123 shares; 2025Q1: 3,099 shares; 2025Q2: 500 shares; 2025Q3: 600 shares 600 $431K 0.07% +100 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 718 shares; 2024Q4: 1,467 shares; 2025Q1: 1,457 shares; 2025Q2: 1,927 shares; 2025Q3: 2,103 shares 2,103 $428K 0.07% +176 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 5,913 shares; 2024Q2: not loaded; 2024Q3: 5,178 shares; 2024Q4: 5,178 shares; 2025Q1: 5,887 shares; 2025Q2: 4,779 shares; 2025Q3: 4,779 shares 4,779 $417K 0.07% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 3,466 shares; 2024Q2: not loaded; 2024Q3: 2,360 shares; 2024Q4: 2,360 shares; 2025Q1: 2,211 shares; 2025Q2: 1,921 shares; 2025Q3: 1,921 shares 1,921 $415K 0.07% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 3,573 shares; 2024Q2: not loaded; 2024Q3: 3,400 shares; 2024Q4: 3,476 shares; 2025Q1: 3,482 shares; 2025Q2: 3,586 shares; 2025Q3: 3,589 shares 3,589 $411K 0.07% +3 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 432 shares; 2024Q2: not loaded; 2024Q3: 400 shares; 2024Q4: 372 shares; 2025Q1: 372 shares; 2025Q2: 517 shares; 2025Q3: 517 shares 517 $405K 0.07% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares 8,000 $405K 0.07% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 3,187 shares; 2024Q2: not loaded; 2024Q3: 2,412 shares; 2024Q4: 2,412 shares; 2025Q1: 2,412 shares; 2025Q2: 4,016 shares; 2025Q3: 4,016 shares 4,016 $401K 0.06% 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; 2023Q4: not loaded; 2024Q1: 1,532 shares; 2024Q2: not loaded; 2024Q3: 1,535 shares; 2024Q4: 1,486 shares; 2025Q1: 1,214 shares; 2025Q2: 1,195 shares; 2025Q3: 1,195 shares 1,195 $398K 0.06% 0 Timeline APLE APPLE HOSPITALITY REIT INC More: the full row for APPLE HOSPITALITY REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 19,413 shares; 2024Q2: not loaded; 2024Q3: 19,137 shares; 2024Q4: 17,911 shares; 2025Q1: 16,809 shares; 2025Q2: 31,969 shares; 2025Q3: 32,635 shares 32,635 $392K 0.06% +666 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 1,565 shares; 2024Q2: not loaded; 2024Q3: 15,233 shares; 2024Q4: 1,410 shares; 2025Q1: 1,668 shares; 2025Q2: 1,735 shares; 2025Q3: 1,735 shares 1,735 $391K 0.06% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 1,016 shares; 2024Q2: not loaded; 2024Q3: 1,032 shares; 2024Q4: 1,032 shares; 2025Q1: 1,032 shares; 2025Q2: 1,032 shares; 2025Q3: 1,032 shares 1,032 $386K 0.06% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,081 shares; 2025Q3: 1,081 shares 1,081 $381K 0.06% 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; 2023Q4: not loaded; 2024Q1: 22,156 shares; 2024Q2: not loaded; 2024Q3: 11,005 shares; 2024Q4: 10,827 shares; 2025Q1: 6,138 shares; 2025Q2: 5,279 shares; 2025Q3: 4,479 shares 4,479 $379K 0.06% -800 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 4,255 shares; 2024Q2: not loaded; 2024Q3: 3,965 shares; 2024Q4: 4,265 shares; 2025Q1: 4,626 shares; 2025Q2: 3,855 shares; 2025Q3: 3,855 shares 3,855 $374K 0.06% 0 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 4,814 shares; 2024Q2: not loaded; 2024Q3: 4,773 shares; 2024Q4: 2,932 shares; 2025Q1: 2,669 shares; 2025Q2: not reported; 2025Q3: 3,845 shares 3,845 $370K 0.06% new Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 9,906 shares; 2024Q2: not loaded; 2024Q3: 7,821 shares; 2024Q4: 7,272 shares; 2025Q1: 6,691 shares; 2025Q2: 4,786 shares; 2025Q3: 4,786 shares 4,786 $367K 0.06% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 1,232 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,294 shares; 2025Q3: 1,294 shares 1,294 $364K 0.06% 0 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 803 shares; 2025Q3: 1,003 shares 1,003 $357K 0.06% +200 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 376 shares; 2024Q4: 460 shares; 2025Q1: 561 shares; 2025Q2: 461 shares; 2025Q3: 461 shares 461 $344K 0.06% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 368 shares; 2025Q3: 368 shares 368 $339K 0.05% 0 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; 2023Q4: not loaded; 2024Q1: 695 shares; 2024Q2: not loaded; 2024Q3: 891 shares; 2024Q4: 891 shares; 2025Q1: 964 shares; 2025Q2: 965 shares; 2025Q3: 965 shares 965 $333K 0.05% 0 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,448 shares; 2025Q3: 2,448 shares 2,448 $328K 0.05% 0 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; 2023Q4: not loaded; 2024Q1: 1,329 shares; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,104 shares; 2025Q3: 1,104 shares 1,104 $308K 0.05% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 2,797 shares; 2024Q2: not loaded; 2024Q3: 2,797 shares; 2024Q4: 2,797 shares; 2025Q1: 2,854 shares; 2025Q2: 2,571 shares; 2025Q3: 2,571 shares 2,571 $304K 0.05% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 2,112 shares; 2024Q2: not loaded; 2024Q3: 19,341 shares; 2024Q4: 19,389 shares; 2025Q1: 3,894 shares; 2025Q2: 3,213 shares; 2025Q3: 3,213 shares 3,213 $304K 0.05% 0 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 4,109 shares; 2024Q4: 3,397 shares; 2025Q1: 3,954 shares; 2025Q2: 4,001 shares; 2025Q3: 4,001 shares 4,001 $302K 0.05% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 4,123 shares; 2024Q2: not loaded; 2024Q3: 4,344 shares; 2024Q4: 4,349 shares; 2025Q1: 5,100 shares; 2025Q2: 3,133 shares; 2025Q3: 3,139 shares 3,139 $299K 0.05% +6 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 3,587 shares; 2024Q2: not loaded; 2024Q3: 3,787 shares; 2024Q4: 3,787 shares; 2025Q1: 3,801 shares; 2025Q2: 3,407 shares; 2025Q3: 3,408 shares 3,408 $297K 0.05% +1 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,655 shares; 2025Q2: 1,771 shares; 2025Q3: 1,771 shares 1,771 $296K 0.05% 0 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 3,110 shares; 2024Q2: not loaded; 2024Q3: 3,110 shares; 2024Q4: 3,110 shares; 2025Q1: 2,735 shares; 2025Q2: 2,735 shares; 2025Q3: 2,735 shares 2,735 $292K 0.05% 0 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; 2023Q4: not loaded; 2024Q1: 11,639 shares; 2024Q2: not loaded; 2024Q3: 4,382 shares; 2024Q4: 4,823 shares; 2025Q1: 4,825 shares; 2025Q2: 4,827 shares; 2025Q3: 4,830 shares 4,830 $289K 0.05% +3 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,925 shares; 2025Q3: 9,056 shares 9,056 $285K 0.05% +131 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 2,510 shares; 2024Q2: not loaded; 2024Q3: 2,310 shares; 2024Q4: 2,211 shares; 2025Q1: 2,209 shares; 2025Q2: 2,011 shares; 2025Q3: 2,011 shares 2,011 $283K 0.05% 0 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 291 shares; 2025Q3: 291 shares 291 $282K 0.05% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 1,050 shares; 2024Q2: not loaded; 2024Q3: 1,097 shares; 2024Q4: 1,097 shares; 2025Q1: 1,072 shares; 2025Q2: 1,072 shares; 2025Q3: 1,072 shares 1,072 $279K 0.05% 0 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 6,134 shares; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 5,281 shares; 2025Q1: 5,281 shares; 2025Q2: 5,281 shares; 2025Q3: 5,281 shares 5,281 $276K 0.04% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 849 shares; 2024Q4: 1,049 shares; 2025Q1: 1,049 shares; 2025Q2: 1,094 shares; 2025Q3: 1,094 shares 1,094 $275K 0.04% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 735 shares; 2024Q2: not loaded; 2024Q3: 762 shares; 2024Q4: 762 shares; 2025Q1: 762 shares; 2025Q2: 762 shares; 2025Q3: 762 shares 762 $272K 0.04% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 1,592 shares; 2024Q2: not loaded; 2024Q3: 1,625 shares; 2024Q4: 1,631 shares; 2025Q1: 1,558 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares 1,400 $269K 0.04% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 1,990 shares; 2024Q4: 1,986 shares; 2025Q1: 1,791 shares; 2025Q2: 1,734 shares; 2025Q3: 1,734 shares 1,734 $269K 0.04% 0 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 2,420 shares; 2024Q4: not reported; 2025Q1: 3,089 shares; 2025Q2: 3,089 shares; 2025Q3: 3,089 shares 3,089 $268K 0.04% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 3,704 shares; 2024Q4: 3,708 shares; 2025Q1: 3,711 shares; 2025Q2: 3,715 shares; 2025Q3: 3,718 shares 3,718 $255K 0.04% +3 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; 2023Q4: not loaded; 2024Q1: 719 shares; 2024Q2: not loaded; 2024Q3: 527 shares; 2024Q4: 527 shares; 2025Q1: 527 shares; 2025Q2: 417 shares; 2025Q3: 417 shares 417 $254K 0.04% 0 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 754 shares; 2024Q4: 754 shares; 2025Q1: 754 shares; 2025Q2: 754 shares; 2025Q3: 754 shares 754 $248K 0.04% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 4,235 shares; 2024Q2: not loaded; 2024Q3: 4,235 shares; 2024Q4: 4,523 shares; 2025Q1: 5,276 shares; 2025Q2: 3,773 shares; 2025Q3: 3,774 shares 3,774 $246K 0.04% +1 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; 2023Q4: not loaded; 2024Q1: 1,415 shares; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 11,401 shares; 2025Q1: 11,401 shares; 2025Q2: 1,441 shares; 2025Q3: 1,441 shares 1,441 $245K 0.04% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 662 shares; 2025Q2: 662 shares; 2025Q3: 663 shares 663 $242K 0.04% +1 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,247 shares; 2025Q3: 1,247 shares 1,247 $240K 0.04% 0 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares 7,000 $240K 0.04% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 2,396 shares; 2024Q2: not loaded; 2024Q3: 3,096 shares; 2024Q4: 2,992 shares; 2025Q1: 2,773 shares; 2025Q2: 2,525 shares; 2025Q3: 2,625 shares 2,625 $235K 0.04% +100 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 5,120 shares; 2024Q4: 5,060 shares; 2025Q1: 5,096 shares; 2025Q2: 5,191 shares; 2025Q3: 5,191 shares 5,191 $234K 0.04% 0 Timeline AVXL ANAVEX LIFE SCIENCES CORP More: the full row for ANAVEX LIFE SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 26,000 shares; 2025Q1: 26,000 shares; 2025Q2: 26,000 shares; 2025Q3: 26,000 shares 26,000 $231K 0.04% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 1,049 shares; 2024Q2: not loaded; 2024Q3: 1,034 shares; 2024Q4: 1,034 shares; 2025Q1: 1,034 shares; 2025Q2: 1,034 shares; 2025Q3: 1,034 shares 1,034 $228K 0.04% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 5,085 shares; 2024Q2: not loaded; 2024Q3: 6,748 shares; 2024Q4: 5,813 shares; 2025Q1: 4,559 shares; 2025Q2: 2,220 shares; 2025Q3: 2,220 shares 2,220 $223K 0.04% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,900 shares; 2025Q2: 2,864 shares; 2025Q3: 2,864 shares 2,864 $223K 0.04% 0 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 3,614 shares; 2024Q2: not loaded; 2024Q3: 4,077 shares; 2024Q4: 3,488 shares; 2025Q1: 3,028 shares; 2025Q2: 2,734 shares; 2025Q3: 2,734 shares 2,734 $222K 0.04% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: 3,735 shares; 2025Q1: 2,792 shares; 2025Q2: 2,086 shares; 2025Q3: 2,086 shares 2,086 $222K 0.04% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,755 shares; 2025Q3: 1,755 shares 1,755 $215K 0.03% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares 425 $212K 0.03% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 713 shares; 2024Q4: 713 shares; 2025Q1: 713 shares; 2025Q2: 713 shares; 2025Q3: 713 shares 713 $209K 0.03% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,532 shares; 2025Q3: 2,532 shares 2,532 $208K 0.03% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,410 shares; 2025Q3: 1,410 shares 1,410 $205K 0.03% 0 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,259 shares; 2025Q3: 1,259 shares 1,259 $204K 0.03% 0 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,150 shares 5,150 $204K 0.03% new Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 4,013 shares; 2024Q4: 4,013 shares; 2025Q1: 4,013 shares; 2025Q2: 4,013 shares; 2025Q3: 4,013 shares 4,013 $203K 0.03% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 558 shares; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 444 shares; 2025Q3: 444 shares 444 $203K 0.03% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 14,226 shares; 2024Q2: not loaded; 2024Q3: 14,179 shares; 2024Q4: 16,042 shares; 2025Q1: 16,061 shares; 2025Q2: 14,014 shares; 2025Q3: 14,014 shares 14,014 $168K 0.03% 0 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,693 shares; 2025Q3: 10,693 shares 10,693 $157K 0.03% 0 Timeline NCA NUVEEN CALIFORNIA MUNI VLU F More: the full row for NUVEEN CALIFORNIA MUNI VLU F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: 10,200 shares; 2024Q2: not loaded; 2024Q3: 10,700 shares; 2024Q4: 10,700 shares; 2025Q1: 11,700 shares; 2025Q2: 11,700 shares; 2025Q3: 11,700 shares 11,700 $104K 0.02% 0 Timeline EVTL VERTICAL AEROSPACE LTD More: the full row for VERTICAL AEROSPACE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares 15,000 $77.8K 0.01% 0 Timeline NAT NORDIC AMERICAN TANKERS LIMI More: the full row for NORDIC AMERICAN TANKERS LIMI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,003 shares; 2025Q2: 20,003 shares; 2025Q3: 20,003 shares 20,003 $62.8K 0.01% 0 Timeline SRTA STRATA CRITICAL MEDICAL INC More: the full row for STRATA CRITICAL MEDICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares 12,000 $60.7K 0.01% 0 Timeline POWW OUTDOOR HOLDING CO More: the full row for OUTDOOR HOLDING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 40,179 shares; 2024Q4: 40,179 shares; 2025Q1: 40,179 shares; 2025Q2: 40,179 shares; 2025Q3: 40,179 shares 40,179 $59.5K 0.01% 0 Timeline PDSB PDS BIOTECHNOLOGY CORP More: the full row for PDS BIOTECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,000 shares; 2025Q3: 55,000 shares 55,000 $55.5K 0.01% 0 Timeline BRISTOL-MYERS SQUIBB CO 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; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares 20,000 $592 <0.01% 0