AVNM 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 329,088 shares; 2025Q3: 330,022 shares; 2025Q4: 338,676 shares; 2026Q1: 380,960 shares; 2026Q2: 384,167 shares 384,167 $31.6M 7.45% +3,207 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: 186,922 shares; 2024Q4: 183,302 shares; 2025Q1: 181,810 shares; 2025Q2: 181,118 shares; 2025Q3: 174,642 shares; 2025Q4: 168,788 shares; 2026Q1: 158,150 shares; 2026Q2: 153,122 shares 153,122 $30.6M 7.21% -5,028 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: 35,693 shares; 2024Q4: 36,141 shares; 2025Q1: 36,483 shares; 2025Q2: 39,740 shares; 2025Q3: 39,802 shares; 2025Q4: 39,783 shares; 2026Q1: 37,302 shares; 2026Q2: 36,467 shares 36,467 $26.9M 6.32% -835 Timeline AVMC 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,186 shares; 2025Q3: 10,003 shares; 2025Q4: 202,578 shares; 2026Q1: 217,157 shares; 2026Q2: 218,287 shares 218,287 $17.5M 4.12% +1,130 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: 18,734 shares; 2024Q4: 18,837 shares; 2025Q1: 18,646 shares; 2025Q2: 19,372 shares; 2025Q3: 19,519 shares; 2025Q4: 19,448 shares; 2026Q1: 19,733 shares; 2026Q2: 19,785 shares 19,785 $14.8M 3.49% +52 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: 54,462 shares; 2024Q4: 54,332 shares; 2025Q1: 52,883 shares; 2025Q2: 53,135 shares; 2025Q3: 51,878 shares; 2025Q4: 50,626 shares; 2026Q1: 51,104 shares; 2026Q2: 50,608 shares 50,608 $14.6M 3.45% -496 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: 200,679 shares; 2024Q4: 202,402 shares; 2025Q1: 204,605 shares; 2025Q2: 203,565 shares; 2025Q3: 203,663 shares; 2025Q4: 199,719 shares; 2026Q1: 182,860 shares; 2026Q2: 177,803 shares 177,803 $13.4M 3.16% -5,057 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,438 shares; 2025Q3: 39,566 shares; 2025Q4: 138,025 shares; 2026Q1: 148,155 shares; 2026Q2: 153,373 shares 153,373 $12.6M 2.97% +5,218 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,981 shares; 2025Q2: 26,369 shares; 2025Q3: 26,077 shares; 2025Q4: 32,755 shares; 2026Q1: 42,181 shares; 2026Q2: 25,796 shares 25,796 $12.5M 2.93% -16,385 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: 7,887 shares; 2024Q4: 8,666 shares; 2025Q1: 8,994 shares; 2025Q2: 9,493 shares; 2025Q3: 9,688 shares; 2025Q4: 9,988 shares; 2026Q1: 8,951 shares; 2026Q2: 9,484 shares 9,484 $10.9M 2.58% +533 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: 22,605 shares; 2024Q4: 22,944 shares; 2025Q1: 21,954 shares; 2025Q2: 21,747 shares; 2025Q3: 21,748 shares; 2025Q4: 22,003 shares; 2026Q1: 21,566 shares; 2026Q2: 22,681 shares 22,681 $8.46M 1.99% +1,115 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,231 shares; 2024Q4: 33,338 shares; 2025Q1: 33,320 shares; 2025Q2: 33,387 shares; 2025Q3: 33,425 shares; 2025Q4: 32,905 shares; 2026Q1: 31,985 shares; 2026Q2: 31,647 shares 31,647 $8.38M 1.97% -338 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: 9,727 shares; 2024Q4: 10,086 shares; 2025Q1: 10,567 shares; 2025Q2: 11,318 shares; 2025Q3: 11,459 shares; 2025Q4: 11,562 shares; 2026Q1: 10,983 shares; 2026Q2: 11,006 shares 11,006 $7.96M 1.87% +23 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: 29,920 shares; 2024Q4: 32,726 shares; 2025Q1: 32,865 shares; 2025Q2: 33,129 shares; 2025Q3: 31,419 shares; 2025Q4: 31,508 shares; 2026Q1: 30,817 shares; 2026Q2: 32,842 shares 32,842 $7.83M 1.84% +2,025 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: 14,546 shares; 2024Q4: 16,669 shares; 2025Q1: 17,829 shares; 2025Q2: 17,737 shares; 2025Q3: 17,818 shares; 2025Q4: 14,554 shares; 2026Q1: 15,534 shares; 2026Q2: 15,970 shares 15,970 $6.72M 1.58% +436 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: 18,831 shares; 2024Q4: 18,946 shares; 2025Q1: 19,024 shares; 2025Q2: 19,553 shares; 2025Q3: 19,558 shares; 2025Q4: 19,621 shares; 2026Q1: 19,137 shares; 2026Q2: 19,004 shares 19,004 $6.71M 1.58% -133 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: 9,763 shares; 2024Q4: 10,342 shares; 2025Q1: 10,292 shares; 2025Q2: 10,825 shares; 2025Q3: 11,031 shares; 2025Q4: 10,446 shares; 2026Q1: 10,319 shares; 2026Q2: 10,368 shares 10,368 $6.02M 1.42% +49 Timeline RWL 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: 57,612 shares; 2024Q4: 52,089 shares; 2025Q1: 52,071 shares; 2025Q2: 51,995 shares; 2025Q3: 51,260 shares; 2025Q4: 47,752 shares; 2026Q1: 45,355 shares; 2026Q2: 44,763 shares 44,763 $5.72M 1.35% -592 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: 47,730 shares; 2025Q4: 51,886 shares; 2026Q1: 61,658 shares; 2026Q2: 65,555 shares 65,555 $4.99M 1.17% +3,897 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,888 shares; 2024Q4: 15,052 shares; 2025Q1: 20,333 shares; 2025Q2: 20,319 shares; 2025Q3: 23,801 shares; 2025Q4: 32,645 shares; 2026Q1: 34,143 shares; 2026Q2: 34,454 shares 34,454 $4.99M 1.17% +311 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,857 shares; 2024Q4: 22,200 shares; 2025Q1: 22,954 shares; 2025Q2: 23,992 shares; 2025Q3: 24,697 shares; 2025Q4: 25,026 shares; 2026Q1: 24,907 shares; 2026Q2: 24,951 shares 24,951 $4.99M 1.17% +44 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,599 shares; 2025Q1: not reported; 2025Q2: 10,123 shares; 2025Q3: not reported; 2025Q4: 9,521 shares; 2026Q1: 9,341 shares; 2026Q2: 9,327 shares 9,327 $4.45M 1.05% -14 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: not reported; 2025Q3: 20,533 shares; 2025Q4: 31,542 shares; 2026Q1: 32,441 shares; 2026Q2: 44,732 shares 44,732 $4.45M 1.05% +12,291 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; 2024Q3: 32,613 shares; 2024Q4: 30,892 shares; 2025Q1: 30,299 shares; 2025Q2: 30,412 shares; 2025Q3: 29,956 shares; 2025Q4: 28,788 shares; 2026Q1: 28,513 shares; 2026Q2: 28,105 shares 28,105 $4.44M 1.05% -408 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,616 shares; 2024Q4: 39,585 shares; 2025Q1: 39,815 shares; 2025Q2: 40,038 shares; 2025Q3: 40,833 shares; 2025Q4: 40,110 shares; 2026Q1: 40,127 shares; 2026Q2: 39,998 shares 39,998 $4.41M 1.04% -129 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,780 shares; 2025Q1: 11,485 shares; 2025Q2: 14,682 shares; 2025Q3: 16,933 shares; 2025Q4: 16,974 shares; 2026Q1: 13,903 shares; 2026Q2: 12,903 shares 12,903 $4.32M 1.02% -1,000 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,717 shares; 2024Q4: 35,924 shares; 2025Q1: 36,353 shares; 2025Q2: 36,062 shares; 2025Q3: 36,338 shares; 2025Q4: 35,966 shares; 2026Q1: 36,401 shares; 2026Q2: 36,714 shares 36,714 $4.07M 0.96% +313 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: 11,253 shares; 2024Q4: 11,818 shares; 2025Q1: 11,910 shares; 2025Q2: 12,163 shares; 2025Q3: 12,057 shares; 2025Q4: 11,921 shares; 2026Q1: 11,789 shares; 2026Q2: 12,391 shares 12,391 $4.06M 0.95% +602 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: 9,503 shares; 2024Q4: 9,747 shares; 2025Q1: 10,364 shares; 2025Q2: 11,027 shares; 2025Q3: 10,935 shares; 2025Q4: 10,635 shares; 2026Q1: 10,562 shares; 2026Q2: 10,448 shares 10,448 $3.95M 0.93% -114 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: 5,023 shares; 2024Q4: 5,062 shares; 2025Q1: 4,998 shares; 2025Q2: 5,019 shares; 2025Q3: 5,020 shares; 2025Q4: 5,295 shares; 2026Q1: 5,153 shares; 2026Q2: 5,162 shares 5,162 $3.85M 0.91% +9 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER 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: 17,337 shares; 2026Q2: 92,852 shares 92,852 $3.83M 0.9% +75,515 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: 1,318 shares; 2025Q1: not reported; 2025Q2: 1,925 shares; 2025Q3: not reported; 2025Q4: 1,954 shares; 2026Q1: 1,935 shares; 2026Q2: 1,919 shares 1,919 $3.82M 0.9% -16 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: 31,026 shares; 2024Q4: 28,563 shares; 2025Q1: 26,432 shares; 2025Q2: 26,462 shares; 2025Q3: 25,950 shares; 2025Q4: 25,847 shares; 2026Q1: 26,177 shares; 2026Q2: 25,418 shares 25,418 $3.47M 0.82% -759 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: 4,137 shares; 2024Q4: 8,731 shares; 2025Q1: 9,032 shares; 2025Q2: 9,251 shares; 2025Q3: 9,343 shares; 2025Q4: 9,706 shares; 2026Q1: 9,964 shares; 2026Q2: 10,061 shares 10,061 $3.43M 0.81% +97 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: not reported; 2025Q4: not reported; 2026Q1: 32,215 shares; 2026Q2: 39,390 shares 39,390 $3.26M 0.77% +7,175 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: 26,952 shares; 2024Q4: 27,691 shares; 2025Q1: 26,894 shares; 2025Q2: 24,691 shares; 2025Q3: 24,189 shares; 2025Q4: 21,985 shares; 2026Q1: 21,828 shares; 2026Q2: 21,934 shares 21,934 $3.25M 0.77% +106 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: 3,389 shares; 2024Q4: 3,007 shares; 2025Q1: 3,521 shares; 2025Q2: 3,469 shares; 2025Q3: 3,191 shares; 2025Q4: 3,011 shares; 2026Q1: 3,015 shares; 2026Q2: 2,856 shares 2,856 $3.04M 0.72% -159 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: 3,011 shares; 2024Q4: 3,125 shares; 2025Q1: 3,139 shares; 2025Q2: 3,110 shares; 2025Q3: 3,034 shares; 2025Q4: 3,091 shares; 2026Q1: 2,971 shares; 2026Q2: 2,967 shares 2,967 $2.78M 0.65% -4 Timeline GFLW VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS 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: 51,129 shares; 2026Q1: 68,466 shares; 2026Q2: 80,404 shares 80,404 $2.76M 0.65% +11,938 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,718 shares; 2024Q4: 30,914 shares; 2025Q1: 29,615 shares; 2025Q2: 29,011 shares; 2025Q3: 27,996 shares; 2025Q4: 27,859 shares; 2026Q1: 26,661 shares; 2026Q2: 25,293 shares 25,293 $2.44M 0.57% -1,368 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: 24,150 shares; 2024Q4: 25,130 shares; 2025Q1: 24,897 shares; 2025Q2: 21,982 shares; 2025Q3: 22,821 shares; 2025Q4: 21,496 shares; 2026Q1: 21,632 shares; 2026Q2: 20,740 shares 20,740 $2.42M 0.57% -892 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,348 shares; 2024Q4: 16,146 shares; 2025Q1: 16,671 shares; 2025Q2: 16,164 shares; 2025Q3: 16,216 shares; 2025Q4: 16,209 shares; 2026Q1: 17,446 shares; 2026Q2: 17,541 shares 17,541 $2.32M 0.55% +95 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: 13,739 shares; 2024Q4: 13,402 shares; 2025Q1: 14,463 shares; 2025Q2: 14,602 shares; 2025Q3: 14,408 shares; 2025Q4: 14,645 shares; 2026Q1: 14,111 shares; 2026Q2: 13,504 shares 13,504 $2.24M 0.53% -607 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: 1,313 shares; 2024Q4: 1,347 shares; 2025Q1: 1,247 shares; 2025Q2: 1,187 shares; 2025Q3: 1,219 shares; 2025Q4: 1,237 shares; 2026Q1: 1,213 shares; 2026Q2: 1,802 shares 1,802 $2.16M 0.51% +589 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: 6,395 shares; 2024Q4: 6,470 shares; 2025Q1: 6,506 shares; 2025Q2: 6,628 shares; 2025Q3: 6,350 shares; 2025Q4: 6,044 shares; 2026Q1: 6,271 shares; 2026Q2: 6,122 shares 6,122 $2.16M 0.51% -149 Timeline REMX 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: not reported; 2026Q1: 21,540 shares; 2026Q2: 23,528 shares 23,528 $2.08M 0.49% +1,988 Timeline AVEM 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; 2024Q3: 99,098 shares; 2024Q4: 99,195 shares; 2025Q1: 98,820 shares; 2025Q2: 21,625 shares; 2025Q3: 21,230 shares; 2025Q4: 21,202 shares; 2026Q1: 20,789 shares; 2026Q2: 20,430 shares 20,430 $1.97M 0.46% -359 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: 11,407 shares 11,407 $1.95M 0.46% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,660 shares; 2024Q4: 15,506 shares; 2025Q1: 15,870 shares; 2025Q2: 16,002 shares; 2025Q3: 16,165 shares; 2025Q4: 16,106 shares; 2026Q1: 16,679 shares; 2026Q2: 17,048 shares 17,048 $1.93M 0.45% +369 Timeline JOET VIRTUS ETF TR II More: the full row for VIRTUS ETF 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: 27,965 shares; 2025Q3: 34,801 shares; 2025Q4: 41,491 shares; 2026Q1: 53,201 shares; 2026Q2: 40,009 shares 40,009 $1.85M 0.44% -13,192 Timeline AVUS 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; 2024Q3: 15,302 shares; 2024Q4: 15,468 shares; 2025Q1: 12,264 shares; 2025Q2: 14,260 shares; 2025Q3: 14,322 shares; 2025Q4: 12,381 shares; 2026Q1: 14,526 shares; 2026Q2: 14,068 shares 14,068 $1.8M 0.42% -458 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,435 shares; 2024Q4: 3,549 shares; 2025Q1: 4,259 shares; 2025Q2: 5,427 shares; 2025Q3: 5,926 shares; 2025Q4: 6,350 shares; 2026Q1: 6,486 shares; 2026Q2: 6,668 shares 6,668 $1.64M 0.38% +182 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,055 shares; 2024Q4: 16,313 shares; 2025Q1: 16,506 shares; 2025Q2: 15,881 shares; 2025Q3: 15,933 shares; 2025Q4: 16,052 shares; 2026Q1: 15,530 shares; 2026Q2: 14,661 shares 14,661 $1.61M 0.38% -869 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: 9,938 shares; 2024Q4: 9,943 shares; 2025Q1: 9,763 shares; 2025Q2: 9,405 shares; 2025Q3: 11,013 shares; 2025Q4: 10,900 shares; 2026Q1: 15,594 shares; 2026Q2: 15,719 shares 15,719 $1.52M 0.36% +125 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,593 shares; 2024Q4: 8,594 shares; 2025Q1: 8,320 shares; 2025Q2: 8,324 shares; 2025Q3: 8,301 shares; 2025Q4: 8,301 shares; 2026Q1: 8,175 shares; 2026Q2: 8,039 shares 8,039 $1.51M 0.36% -136 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: 20,929 shares; 2024Q4: 21,270 shares; 2025Q1: 21,262 shares; 2025Q2: 20,986 shares; 2025Q3: 19,888 shares; 2025Q4: 19,472 shares; 2026Q1: 19,419 shares; 2026Q2: 19,407 shares 19,407 $1.5M 0.35% -12 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,187 shares; 2024Q4: 14,888 shares; 2025Q1: 13,611 shares; 2025Q2: 13,483 shares; 2025Q3: 13,335 shares; 2025Q4: 11,630 shares; 2026Q1: 12,570 shares; 2026Q2: 12,606 shares 12,606 $1.47M 0.35% +36 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: 3,563 shares; 2024Q4: 3,675 shares; 2025Q1: 3,652 shares; 2025Q2: 3,597 shares; 2025Q3: 3,494 shares; 2025Q4: 3,620 shares; 2026Q1: 4,305 shares; 2026Q2: 4,089 shares 4,089 $1.46M 0.34% -216 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: 2,765 shares; 2024Q4: 2,777 shares; 2025Q1: 2,777 shares; 2025Q2: 3,822 shares; 2025Q3: 4,008 shares; 2025Q4: 4,008 shares; 2026Q1: 2,769 shares; 2026Q2: 2,769 shares 2,769 $1.45M 0.34% 0 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: 4,267 shares; 2024Q4: 4,268 shares; 2025Q1: 4,257 shares; 2025Q2: 4,178 shares; 2025Q3: 4,179 shares; 2025Q4: 4,136 shares; 2026Q1: 4,137 shares; 2026Q2: 4,137 shares 4,137 $1.42M 0.33% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,812 shares; 2025Q1: not reported; 2025Q2: 18,376 shares; 2025Q3: not reported; 2025Q4: 17,177 shares; 2026Q1: 15,004 shares; 2026Q2: 14,936 shares 14,936 $1.42M 0.33% -68 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: 6,268 shares; 2024Q4: 6,589 shares; 2025Q1: 6,550 shares; 2025Q2: 6,639 shares; 2025Q3: 6,639 shares; 2025Q4: 6,364 shares; 2026Q1: 6,447 shares; 2026Q2: 6,290 shares 6,290 $1.37M 0.32% -157 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: 1,934 shares; 2024Q4: 2,315 shares; 2025Q1: 2,630 shares; 2025Q2: 2,474 shares; 2025Q3: 2,236 shares; 2025Q4: 2,264 shares; 2026Q1: 2,403 shares; 2026Q2: 2,339 shares 2,339 $1.32M 0.31% -64 Timeline SMMT SUMMIT THERAPEUTICS INC More: the full row for SUMMIT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,383 shares; 2024Q4: 97,383 shares; 2025Q1: 96,283 shares; 2025Q2: 75,612 shares; 2025Q3: 74,570 shares; 2025Q4: 59,430 shares; 2026Q1: 63,784 shares; 2026Q2: 89,274 shares 89,274 $1.3M 0.31% +25,490 Timeline IEZ 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: 52,316 shares; 2026Q2: 47,239 shares 47,239 $1.27M 0.3% -5,077 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,807 shares; 2024Q4: 10,805 shares; 2025Q1: 10,805 shares; 2025Q2: 10,870 shares; 2025Q3: 10,868 shares; 2025Q4: 10,868 shares; 2026Q1: 9,004 shares; 2026Q2: 8,798 shares 8,798 $1.25M 0.29% -206 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,161 shares; 2024Q4: 9,022 shares; 2025Q1: 8,896 shares; 2025Q2: 8,861 shares; 2025Q3: 8,737 shares; 2025Q4: 8,705 shares; 2026Q1: 8,563 shares; 2026Q2: 8,519 shares 8,519 $1.25M 0.29% -44 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: 902 shares; 2024Q4: 1,125 shares; 2025Q1: 1,143 shares; 2025Q2: 1,183 shares; 2025Q3: 1,173 shares; 2025Q4: 1,200 shares; 2026Q1: 1,193 shares; 2026Q2: 1,208 shares 1,208 $1.22M 0.29% +15 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 480 shares; 2025Q3: 709 shares; 2025Q4: 902 shares; 2026Q1: 960 shares; 2026Q2: 1,021 shares 1,021 $1.2M 0.28% +61 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: not reported; 2025Q1: not reported; 2025Q2: 16,405 shares; 2025Q3: 33,338 shares; 2025Q4: 39,438 shares; 2026Q1: 41,775 shares; 2026Q2: 49,127 shares 49,127 $1.18M 0.28% +7,352 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,535 shares; 2024Q4: 8,877 shares; 2025Q1: 9,100 shares; 2025Q2: 9,143 shares; 2025Q3: 9,192 shares; 2025Q4: 9,131 shares; 2026Q1: 9,162 shares; 2026Q2: 9,207 shares 9,207 $1.17M 0.28% +45 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,060 shares; 2024Q4: 9,854 shares; 2025Q1: 9,571 shares; 2025Q2: 9,443 shares; 2025Q3: 9,338 shares; 2025Q4: 9,194 shares; 2026Q1: 8,960 shares; 2026Q2: 8,540 shares 8,540 $1.17M 0.27% -420 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,712 shares; 2024Q4: 16,813 shares; 2025Q1: 24,981 shares; 2025Q2: 20,741 shares; 2025Q3: 21,076 shares; 2025Q4: 21,654 shares; 2026Q1: 21,647 shares; 2026Q2: 20,133 shares 20,133 $1.14M 0.27% -1,514 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,670 shares; 2024Q4: 2,664 shares; 2025Q1: 2,655 shares; 2025Q2: 2,648 shares; 2025Q3: 2,641 shares; 2025Q4: 2,587 shares; 2026Q1: 2,587 shares; 2026Q2: 2,587 shares 2,587 $1.1M 0.26% 0 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: 17,712 shares; 2024Q4: 19,284 shares; 2025Q1: 17,410 shares; 2025Q2: 17,948 shares; 2025Q3: 18,630 shares; 2025Q4: 18,113 shares; 2026Q1: 18,325 shares; 2026Q2: 17,480 shares 17,480 $1.1M 0.26% -845 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: 10,654 shares; 2024Q4: 10,584 shares; 2025Q1: 10,279 shares; 2025Q2: 10,297 shares; 2025Q3: 10,115 shares; 2025Q4: 10,052 shares; 2026Q1: 10,185 shares; 2026Q2: 9,585 shares 9,585 $1.09M 0.26% -600 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: 3,853 shares; 2024Q4: 4,287 shares; 2025Q1: 4,255 shares; 2025Q2: 4,209 shares; 2025Q3: 4,180 shares; 2025Q4: 4,165 shares; 2026Q1: 4,299 shares; 2026Q2: 4,300 shares 4,300 $1.08M 0.25% +1 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,347 shares; 2025Q3: 2,388 shares; 2025Q4: 5,247 shares; 2026Q1: 4,857 shares; 2026Q2: 7,068 shares 7,068 $1.04M 0.24% +2,211 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,395 shares; 2025Q3: 37,998 shares; 2025Q4: 42,259 shares; 2026Q1: 44,750 shares; 2026Q2: 51,729 shares 51,729 $999K 0.24% +6,979 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: 1,723 shares; 2024Q4: 2,030 shares; 2025Q1: 2,046 shares; 2025Q2: 2,096 shares; 2025Q3: 2,156 shares; 2025Q4: 2,090 shares; 2026Q1: 2,030 shares; 2026Q2: 11,446 shares 11,446 $986K 0.23% +9,416 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: not reported; 2024Q4: not reported; 2025Q1: 2,776 shares; 2025Q2: 964 shares; 2025Q3: 1,032 shares; 2025Q4: 981 shares; 2026Q1: 1,276 shares; 2026Q2: 1,510 shares 1,510 $968K 0.23% +234 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: 9,044 shares; 2024Q4: 5,509 shares; 2025Q1: 7,657 shares; 2025Q2: 8,766 shares; 2025Q3: 10,451 shares; 2025Q4: 9,031 shares; 2026Q1: 11,621 shares; 2026Q2: 10,071 shares 10,071 $943K 0.22% -1,550 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,283 shares; 2026Q2: 5,946 shares 5,946 $941K 0.22% +1,663 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: 5,285 shares; 2025Q3: 12,890 shares; 2025Q4: 14,818 shares; 2026Q1: 16,370 shares; 2026Q2: 17,429 shares 17,429 $912K 0.21% +1,059 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: not reported; 2024Q4: 5,600 shares; 2025Q1: not reported; 2025Q2: 10,292 shares; 2025Q3: 11,286 shares; 2025Q4: 13,039 shares; 2026Q1: 13,641 shares; 2026Q2: 16,693 shares 16,693 $889K 0.21% +3,052 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: 9,626 shares; 2024Q4: 10,666 shares; 2025Q1: 11,195 shares; 2025Q2: 12,177 shares; 2025Q3: 13,730 shares; 2025Q4: 15,266 shares; 2026Q1: 20,358 shares; 2026Q2: 20,110 shares 20,110 $851K 0.2% -248 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: 2,963 shares; 2025Q4: 2,959 shares; 2026Q1: 3,097 shares; 2026Q2: 3,058 shares 3,058 $832K 0.2% -39 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; 2024Q3: not reported; 2024Q4: 10,379 shares; 2025Q1: not reported; 2025Q2: 16,450 shares; 2025Q3: 17,635 shares; 2025Q4: 18,204 shares; 2026Q1: 16,861 shares; 2026Q2: 16,458 shares 16,458 $831K 0.2% -403 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,308 shares; 2025Q1: 4,295 shares; 2025Q2: 4,408 shares; 2025Q3: 4,424 shares; 2025Q4: 4,174 shares; 2026Q1: 3,949 shares; 2026Q2: 4,324 shares 4,324 $820K 0.19% +375 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: 3,564 shares; 2024Q4: 3,527 shares; 2025Q1: 2,815 shares; 2025Q2: 2,897 shares; 2025Q3: 2,722 shares; 2025Q4: 2,617 shares; 2026Q1: 2,839 shares; 2026Q2: 3,219 shares 3,219 $818K 0.19% +380 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: 1,979 shares; 2024Q4: 2,059 shares; 2025Q1: 2,040 shares; 2025Q2: 2,121 shares; 2025Q3: 2,096 shares; 2025Q4: 2,098 shares; 2026Q1: 2,134 shares; 2026Q2: 2,055 shares 2,055 $817K 0.19% -79 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,559 shares; 2024Q4: 2,559 shares; 2025Q1: 2,559 shares; 2025Q2: 2,450 shares; 2025Q3: 2,534 shares; 2025Q4: 2,868 shares; 2026Q1: 4,412 shares; 2026Q2: 4,511 shares 4,511 $810K 0.19% +99 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: 2,899 shares; 2024Q4: 2,778 shares; 2025Q1: 2,234 shares; 2025Q2: 3,242 shares; 2025Q3: 1,541 shares; 2025Q4: 1,832 shares; 2026Q1: 1,797 shares; 2026Q2: 1,782 shares 1,782 $741K 0.17% -15 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: 1,649 shares; 2024Q4: 1,651 shares; 2025Q1: 1,639 shares; 2025Q2: 1,637 shares; 2025Q3: 1,632 shares; 2025Q4: 1,611 shares; 2026Q1: 1,428 shares; 2026Q2: 1,428 shares 1,428 $715K 0.17% 0 Timeline XAGG MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 4,227 shares; 2026Q2: 14,281 shares 14,281 $714K 0.17% +10,054 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY 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: 975 shares; 2025Q4: 3,215 shares; 2026Q1: 2,963 shares; 2026Q2: 4,249 shares 4,249 $713K 0.17% +1,286 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: 1,022 shares; 2024Q4: 1,022 shares; 2025Q1: 964 shares; 2025Q2: 964 shares; 2025Q3: 964 shares; 2025Q4: 1,555 shares; 2026Q1: 2,118 shares; 2026Q2: 1,892 shares 1,892 $700K 0.16% -226 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: 1,947 shares; 2024Q4: 1,870 shares; 2025Q1: 1,854 shares; 2025Q2: 1,854 shares; 2025Q3: 1,854 shares; 2025Q4: 1,831 shares; 2026Q1: 2,945 shares; 2026Q2: 2,945 shares 2,945 $697K 0.16% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,350 shares; 2024Q4: 1,346 shares; 2025Q1: 1,425 shares; 2025Q2: 1,414 shares; 2025Q3: 1,392 shares; 2025Q4: 1,381 shares; 2026Q1: 1,381 shares; 2026Q2: 5,524 shares 5,524 $686K 0.16% +4,143 Timeline ARKG ARK ETF TR More: the full row for ARK 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: 8,568 shares; 2026Q2: 15,340 shares 15,340 $645K 0.15% +6,772 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: 1,655 shares; 2024Q4: 1,804 shares; 2025Q1: 1,804 shares; 2025Q2: 1,802 shares; 2025Q3: 1,802 shares; 2025Q4: 1,752 shares; 2026Q1: 1,748 shares; 2026Q2: 1,690 shares 1,690 $623K 0.15% -58 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: 5,571 shares; 2024Q4: 5,571 shares; 2025Q1: 5,504 shares; 2025Q2: 5,105 shares; 2025Q3: 5,105 shares; 2025Q4: 5,105 shares; 2026Q1: 5,054 shares; 2026Q2: 5,054 shares 5,054 $594K 0.14% 0 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: 9,479 shares; 2024Q4: 6,018 shares; 2025Q1: 6,184 shares; 2025Q2: 7,652 shares; 2025Q3: 8,109 shares; 2025Q4: 6,642 shares; 2026Q1: 6,696 shares; 2026Q2: 5,511 shares 5,511 $593K 0.14% -1,185 Timeline GNOM 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: 5,586 shares; 2026Q2: 10,144 shares 10,144 $577K 0.14% +4,558 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,941 shares; 2025Q3: 30,430 shares; 2025Q4: 31,174 shares; 2026Q1: 34,325 shares; 2026Q2: 25,028 shares 25,028 $574K 0.14% -9,297 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,934 shares; 2024Q4: 4,469 shares; 2025Q1: 3,486 shares; 2025Q2: 4,136 shares; 2025Q3: 4,136 shares; 2025Q4: 4,288 shares; 2026Q1: 4,439 shares; 2026Q2: 4,089 shares 4,089 $572K 0.13% -350 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,182 shares; 2025Q4: 10,907 shares; 2026Q1: 18,307 shares; 2026Q2: 18,007 shares 18,007 $571K 0.13% -300 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,410 shares; 2024Q4: 3,321 shares; 2025Q1: 3,321 shares; 2025Q2: 3,321 shares; 2025Q3: 3,316 shares; 2025Q4: 3,316 shares; 2026Q1: 3,316 shares; 2026Q2: 3,316 shares 3,316 $553K 0.13% 0 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,151 shares; 2024Q4: 6,151 shares; 2025Q1: 6,151 shares; 2025Q2: 6,151 shares; 2025Q3: 6,151 shares; 2025Q4: 6,151 shares; 2026Q1: 12,807 shares; 2026Q2: 10,962 shares 10,962 $539K 0.13% -1,845 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: 10,409 shares; 2025Q4: 12,659 shares; 2026Q1: 12,515 shares; 2026Q2: 11,775 shares 11,775 $538K 0.13% -740 Timeline EXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,984 shares; 2024Q4: 1,984 shares; 2025Q1: 1,984 shares; 2025Q2: 1,984 shares; 2025Q3: 2,028 shares; 2025Q4: 2,028 shares; 2026Q1: 2,515 shares; 2026Q2: 2,682 shares 2,682 $538K 0.13% +167 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: not reported; 2025Q1: 4,321 shares; 2025Q2: 14,840 shares; 2025Q3: 18,308 shares; 2025Q4: 18,021 shares; 2026Q1: 19,185 shares; 2026Q2: 8,611 shares 8,611 $529K 0.12% -10,574 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,543 shares; 2024Q4: 8,393 shares; 2025Q1: 8,485 shares; 2025Q2: 7,979 shares; 2025Q3: 7,752 shares; 2025Q4: 6,897 shares; 2026Q1: 6,856 shares; 2026Q2: 6,623 shares 6,623 $524K 0.12% -233 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,875 shares; 2024Q4: 8,221 shares; 2025Q1: 8,025 shares; 2025Q2: 7,418 shares; 2025Q3: 5,824 shares; 2025Q4: 6,402 shares; 2026Q1: 6,474 shares; 2026Q2: 6,228 shares 6,228 $521K 0.12% -246 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,493 shares; 2026Q1: 2,667 shares; 2026Q2: 2,672 shares 2,672 $508K 0.12% +5 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL 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: 23,010 shares; 2026Q1: 23,010 shares; 2026Q2: 20,546 shares 20,546 $503K 0.12% -2,464 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,360 shares; 2025Q3: 6,360 shares; 2025Q4: 6,360 shares; 2026Q1: 6,360 shares; 2026Q2: 5,513 shares 5,513 $484K 0.11% -847 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,305 shares; 2024Q4: 2,305 shares; 2025Q1: 2,305 shares; 2025Q2: 2,255 shares; 2025Q3: 2,255 shares; 2025Q4: 2,255 shares; 2026Q1: 2,255 shares; 2026Q2: 2,255 shares 2,255 $480K 0.11% 0 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: not reported; 2024Q4: not reported; 2025Q1: 3,855 shares; 2025Q2: 2,720 shares; 2025Q3: 2,720 shares; 2025Q4: 2,650 shares; 2026Q1: 2,058 shares; 2026Q2: 1,947 shares 1,947 $479K 0.11% -111 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,968 shares; 2024Q4: 3,938 shares; 2025Q1: 3,930 shares; 2025Q2: 3,930 shares; 2025Q3: 4,081 shares; 2025Q4: 4,599 shares; 2026Q1: 8,411 shares; 2026Q2: 1,966 shares 1,966 $477K 0.11% -6,445 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; 2024Q3: 2,055 shares; 2024Q4: 2,055 shares; 2025Q1: 2,055 shares; 2025Q2: 2,081 shares; 2025Q3: 2,081 shares; 2025Q4: 2,081 shares; 2026Q1: 2,081 shares; 2026Q2: 2,081 shares 2,081 $464K 0.11% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,446 shares; 2024Q4: 2,418 shares; 2025Q1: 2,519 shares; 2025Q2: 2,590 shares; 2025Q3: 2,503 shares; 2025Q4: 3,073 shares; 2026Q1: 3,073 shares; 2026Q2: 3,003 shares 3,003 $440K 0.1% -70 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 11,544 shares; 2026Q1: 13,025 shares; 2026Q2: 12,379 shares 12,379 $424K 0.1% -646 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,788 shares; 2024Q4: 1,751 shares; 2025Q1: 1,751 shares; 2025Q2: 1,751 shares; 2025Q3: 1,751 shares; 2025Q4: 1,653 shares; 2026Q1: 1,735 shares; 2026Q2: 1,735 shares 1,735 $421K 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,869 shares; 2025Q2: 5,216 shares; 2025Q3: 8,223 shares; 2025Q4: 6,546 shares; 2026Q1: 8,015 shares; 2026Q2: 11,845 shares 11,845 $394K 0.09% +3,830 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: 2,885 shares; 2025Q4: 2,747 shares; 2026Q1: not reported; 2026Q2: 1,406 shares 1,406 $388K 0.09% new 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: 5,435 shares; 2024Q4: 5,441 shares; 2025Q1: 5,481 shares; 2025Q2: 5,501 shares; 2025Q3: 6,251 shares; 2025Q4: 6,823 shares; 2026Q1: 7,296 shares; 2026Q2: 6,567 shares 6,567 $371K 0.09% -729 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,000 shares; 2025Q3: 10,500 shares; 2025Q4: 25,500 shares; 2026Q1: 39,860 shares; 2026Q2: 39,860 shares 39,860 $349K 0.08% 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; 2024Q3: 1,220 shares; 2024Q4: 1,220 shares; 2025Q1: 1,221 shares; 2025Q2: 1,221 shares; 2025Q3: 1,144 shares; 2025Q4: 1,013 shares; 2026Q1: 1,014 shares; 2026Q2: 1,014 shares 1,014 $343K 0.08% 0 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD 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: 12,016 shares 12,016 $343K 0.08% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,400 shares; 2025Q4: 2,350 shares; 2026Q1: 3,845 shares; 2026Q2: 3,145 shares 3,145 $315K 0.07% -700 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,537 shares; 2024Q4: 5,537 shares; 2025Q1: not reported; 2025Q2: 5,537 shares; 2025Q3: 5,537 shares; 2025Q4: 5,537 shares; 2026Q1: 5,537 shares; 2026Q2: 5,537 shares 5,537 $290K 0.07% 0 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: 1,752 shares; 2024Q4: 1,752 shares; 2025Q1: 1,752 shares; 2025Q2: 1,752 shares; 2025Q3: 1,752 shares; 2025Q4: 1,752 shares; 2026Q1: 1,752 shares; 2026Q2: 1,752 shares 1,752 $288K 0.07% 0 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS 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: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: not reported; 2026Q2: 1,700 shares 1,700 $280K 0.07% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,019 shares; 2025Q3: 1,019 shares; 2025Q4: 1,000 shares; 2026Q1: 1,033 shares; 2026Q2: 1,033 shares 1,033 $279K 0.07% 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; 2024Q3: not reported; 2024Q4: 993 shares; 2025Q1: not reported; 2025Q2: 993 shares; 2025Q3: 993 shares; 2025Q4: 973 shares; 2026Q1: 973 shares; 2026Q2: 923 shares 923 $277K 0.07% -50 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 915 shares 915 $273K 0.06% new Timeline IYW 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: 1,072 shares; 2025Q4: 1,072 shares; 2026Q1: not reported; 2026Q2: 1,072 shares 1,072 $270K 0.06% new 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: 617 shares; 2024Q4: 598 shares; 2025Q1: 595 shares; 2025Q2: 600 shares; 2025Q3: 628 shares; 2025Q4: 3,345 shares; 2026Q1: not reported; 2026Q2: 2,632 shares 2,632 $261K 0.06% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,023 shares; 2024Q4: 6,714 shares; 2025Q1: 3,677 shares; 2025Q2: 3,805 shares; 2025Q3: not reported; 2025Q4: 2,179 shares; 2026Q1: 3,238 shares; 2026Q2: 3,127 shares 3,127 $258K 0.06% -111 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: 1,009 shares; 2024Q4: 1,009 shares; 2025Q1: 1,009 shares; 2025Q2: 936 shares; 2025Q3: 936 shares; 2025Q4: 936 shares; 2026Q1: 936 shares; 2026Q2: 936 shares 936 $255K 0.06% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 175 shares 175 $242K 0.06% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,158 shares; 2024Q4: not reported; 2025Q1: 1,017 shares; 2025Q2: not reported; 2025Q3: 999 shares; 2025Q4: 999 shares; 2026Q1: 999 shares; 2026Q2: 999 shares 999 $238K 0.06% 0 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: 1,826 shares; 2024Q4: 1,636 shares; 2025Q1: 1,636 shares; 2025Q2: 1,315 shares; 2025Q3: 1,115 shares; 2025Q4: 840 shares; 2026Q1: 840 shares; 2026Q2: 675 shares 675 $232K 0.05% -165 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: 9,025 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,660 shares 1,660 $232K 0.05% new Timeline RCAT RED CAT HLDGS INC More: the full row for RED CAT 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: 10,870 shares; 2025Q4: 20,697 shares; 2026Q1: 19,956 shares; 2026Q2: 21,497 shares 21,497 $229K 0.05% +1,541 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,627 shares; 2026Q1: not reported; 2026Q2: 1,627 shares 1,627 $224K 0.05% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,720 shares; 2026Q2: 1,720 shares 1,720 $221K 0.05% 0 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 738 shares 738 $220K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,816 shares 1,816 $217K 0.05% new 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: not reported; 2026Q2: 210 shares 210 $203K 0.05% new Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,000 shares; 2025Q3: 30,200 shares; 2025Q4: 28,307 shares; 2026Q1: 26,300 shares; 2026Q2: 11,000 shares 11,000 $197K 0.05% -15,300 Timeline OTLK OUTLOOK THERAPEUTICS INC More: the full row for OUTLOOK THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 118,170 shares 118,170 $188K 0.04% new Timeline PMI PICARD MEDICAL INC More: the full row for PICARD MEDICAL 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: 28,116 shares; 2026Q1: 28,116 shares; 2026Q2: 50,116 shares 50,116 $8.19K <0.01% +22,000 Timeline