BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,310 shares; 2025Q1: 3,236 shares; 2025Q2: 3,315 shares; 2025Q3: 3,518 shares; 2025Q4: 6,836 shares; 2026Q1: 43,062 shares; 2026Q2: 65,909 shares 65,909 $6.04M 4.64% +22,847 Timeline MPRO NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 148,991 shares; 2025Q1: 145,944 shares; 2025Q2: 149,895 shares; 2025Q3: 141,312 shares; 2025Q4: 142,457 shares; 2026Q1: 158,065 shares; 2026Q2: 163,425 shares 163,425 $5.35M 4.11% +5,360 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 62,551 shares; 2025Q1: 66,400 shares; 2025Q2: 66,746 shares; 2025Q3: 77,111 shares; 2025Q4: 77,896 shares; 2026Q1: 79,551 shares; 2026Q2: 80,521 shares 80,521 $4.54M 3.49% +970 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: not loaded; 2024Q4: 17,266 shares; 2025Q1: 19,768 shares; 2025Q2: 20,079 shares; 2025Q3: 19,254 shares; 2025Q4: 20,120 shares; 2026Q1: 20,028 shares; 2026Q2: 20,031 shares 20,031 $3.91M 3% +3 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 44,306 shares; 2025Q1: 47,254 shares; 2025Q2: 48,698 shares; 2025Q3: 52,885 shares; 2025Q4: 52,679 shares; 2026Q1: 56,015 shares; 2026Q2: 56,994 shares 56,994 $3.32M 2.55% +979 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 43,966 shares; 2025Q1: 47,463 shares; 2025Q2: 47,863 shares; 2025Q3: 53,044 shares; 2025Q4: 53,300 shares; 2026Q1: 53,095 shares; 2026Q2: 53,652 shares 53,652 $3.26M 2.5% +557 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26,647 shares; 2025Q1: 30,833 shares; 2025Q2: 31,545 shares; 2025Q3: 33,178 shares; 2025Q4: 33,147 shares; 2026Q1: 34,811 shares; 2026Q2: 37,408 shares 37,408 $3.1M 2.38% +2,597 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,401 shares; 2025Q1: 11,241 shares; 2025Q2: 11,020 shares; 2025Q3: 11,593 shares; 2025Q4: 10,671 shares; 2026Q1: 11,068 shares; 2026Q2: 10,885 shares 10,885 $3.07M 2.35% -183 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26,313 shares; 2025Q1: 27,697 shares; 2025Q2: 28,518 shares; 2025Q3: 30,819 shares; 2025Q4: 31,239 shares; 2026Q1: 33,657 shares; 2026Q2: 33,940 shares 33,940 $2.69M 2.06% +283 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,078 shares; 2025Q1: 4,511 shares; 2025Q2: 4,398 shares; 2025Q3: 4,741 shares; 2025Q4: 5,404 shares; 2026Q1: 6,007 shares; 2026Q2: 6,690 shares 6,690 $2.47M 1.89% +683 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 597 shares; 2025Q1: 1,672 shares; 2025Q2: 1,986 shares; 2025Q3: 3,141 shares; 2025Q4: 3,190 shares; 2026Q1: 3,354 shares; 2026Q2: 3,551 shares 3,551 $2.42M 1.86% +197 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,133 shares; 2025Q1: 8,956 shares; 2025Q2: 8,905 shares; 2025Q3: 9,111 shares; 2025Q4: 8,902 shares; 2026Q1: 8,646 shares; 2026Q2: 8,271 shares 8,271 $2.14M 1.64% -375 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,302 shares; 2026Q1: 41,172 shares; 2026Q2: 41,148 shares 41,148 $2.05M 1.57% -24 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 loaded; 2024Q4: 18,807 shares; 2025Q1: 30,252 shares; 2025Q2: 32,773 shares; 2025Q3: 34,585 shares; 2025Q4: 35,165 shares; 2026Q1: 35,633 shares; 2026Q2: 37,444 shares 37,444 $1.9M 1.46% +1,811 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,165 shares; 2025Q1: 18,850 shares; 2025Q2: 18,957 shares; 2025Q3: 18,219 shares; 2025Q4: 18,180 shares; 2026Q1: 18,280 shares; 2026Q2: 18,595 shares 18,595 $1.87M 1.44% +315 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,926 shares; 2025Q1: 6,242 shares; 2025Q2: 6,843 shares; 2025Q3: 7,093 shares; 2025Q4: 7,436 shares; 2026Q1: 8,182 shares; 2026Q2: 7,763 shares 7,763 $1.86M 1.43% -419 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,211 shares; 2025Q1: 20,697 shares; 2025Q2: 17,535 shares; 2025Q3: 19,875 shares; 2025Q4: 20,475 shares; 2026Q1: 19,812 shares; 2026Q2: 21,286 shares 21,286 $1.86M 1.43% +1,474 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,167 shares; 2025Q1: 5,623 shares; 2025Q2: 5,658 shares; 2025Q3: 6,264 shares; 2025Q4: 4,899 shares; 2026Q1: 4,828 shares; 2026Q2: 4,663 shares 4,663 $1.64M 1.26% -165 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 115,124 shares; 2025Q1: 111,182 shares; 2025Q2: 109,053 shares; 2025Q3: 103,765 shares; 2025Q4: 101,738 shares; 2026Q1: 72,332 shares; 2026Q2: 70,299 shares 70,299 $1.61M 1.23% -2,033 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,306 shares; 2025Q1: 14,130 shares; 2025Q2: 12,858 shares; 2025Q3: 13,335 shares; 2025Q4: 14,020 shares; 2026Q1: 13,824 shares; 2026Q2: 13,857 shares 13,857 $1.59M 1.22% +33 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,510 shares; 2025Q1: 15,914 shares; 2025Q2: 16,652 shares; 2025Q3: 16,087 shares; 2025Q4: 12,245 shares; 2026Q1: 13,032 shares; 2026Q2: 27,310 shares 27,310 $1.54M 1.18% +14,278 Timeline PPI INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,025 shares; 2025Q4: 51,373 shares; 2026Q1: 69,199 shares; 2026Q2: 72,281 shares 72,281 $1.53M 1.17% +3,082 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,441 shares; 2025Q1: 2,634 shares; 2025Q2: 2,012 shares; 2025Q3: 2,449 shares; 2025Q4: 2,515 shares; 2026Q1: 2,860 shares; 2026Q2: 3,011 shares 3,011 $1.49M 1.15% +151 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,132 shares; 2025Q1: 8,416 shares; 2025Q2: 9,022 shares; 2025Q3: 8,813 shares; 2025Q4: 7,874 shares; 2026Q1: 8,570 shares; 2026Q2: 9,142 shares 9,142 $1.47M 1.13% +572 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,247 shares; 2025Q1: 1,536 shares; 2025Q2: 1,776 shares; 2025Q3: 1,758 shares; 2025Q4: 2,103 shares; 2026Q1: 2,048 shares; 2026Q2: 2,603 shares 2,603 $1.46M 1.12% +555 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,363 shares; 2025Q1: 3,761 shares; 2025Q2: 3,764 shares; 2025Q3: 3,760 shares; 2025Q4: 3,961 shares; 2026Q1: 4,069 shares; 2026Q2: 4,212 shares 4,212 $1.44M 1.1% +143 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,676 shares; 2025Q1: 1,889 shares; 2025Q2: 2,119 shares; 2025Q3: 2,219 shares; 2025Q4: 2,101 shares; 2026Q1: 1,750 shares; 2026Q2: 1,979 shares 1,979 $1.43M 1.1% +229 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,377 shares; 2025Q4: 9,548 shares; 2026Q1: 13,606 shares; 2026Q2: 14,386 shares 14,386 $1.36M 1.05% +780 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,850 shares; 2025Q1: 2,993 shares; 2025Q2: 3,014 shares; 2025Q3: 2,948 shares; 2025Q4: 2,613 shares; 2026Q1: 2,637 shares; 2026Q2: 3,035 shares 3,035 $1.25M 0.96% +398 Timeline JBBB 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 loaded; 2024Q4: 12,687 shares; 2025Q1: 19,781 shares; 2025Q2: 21,605 shares; 2025Q3: 22,480 shares; 2025Q4: 23,727 shares; 2026Q1: 24,087 shares; 2026Q2: 25,810 shares 25,810 $1.23M 0.94% +1,723 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,653 shares; 2025Q1: 7,350 shares; 2025Q2: 8,754 shares; 2025Q3: 13,861 shares; 2025Q4: 14,101 shares; 2026Q1: 13,964 shares; 2026Q2: 13,945 shares 13,945 $1.22M 0.93% -19 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,818 shares; 2025Q1: 19,985 shares; 2025Q2: 20,194 shares; 2025Q3: 20,366 shares; 2025Q4: 20,554 shares; 2026Q1: 20,722 shares; 2026Q2: 20,890 shares 20,890 $1.19M 0.91% +168 Timeline UTWO RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,641 shares; 2026Q2: 23,408 shares 23,408 $1.12M 0.86% -7,233 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,214 shares; 2025Q1: 2,528 shares; 2025Q2: 2,726 shares; 2025Q3: 2,825 shares; 2025Q4: 3,147 shares; 2026Q1: 3,153 shares; 2026Q2: 3,092 shares 3,092 $1.12M 0.86% -61 Timeline GDX 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 loaded; 2024Q4: 20,869 shares; 2025Q1: 20,101 shares; 2025Q2: 15,383 shares; 2025Q3: 13,215 shares; 2025Q4: 12,325 shares; 2026Q1: 11,323 shares; 2026Q2: 13,250 shares 13,250 $1M 0.77% +1,927 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,832 shares; 2025Q1: 2,806 shares; 2025Q2: 2,768 shares; 2025Q3: 2,768 shares; 2025Q4: 2,808 shares; 2026Q1: 2,848 shares; 2026Q2: 2,819 shares 2,819 $997K 0.77% -29 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,264 shares; 2025Q1: 5,644 shares; 2025Q2: 5,769 shares; 2025Q3: 5,329 shares; 2025Q4: 4,800 shares; 2026Q1: 5,190 shares; 2026Q2: 5,424 shares 5,424 $991K 0.76% +234 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,996 shares; 2025Q1: 7,874 shares; 2025Q2: 8,117 shares; 2025Q3: 8,670 shares; 2025Q4: 9,049 shares; 2026Q1: 9,062 shares; 2026Q2: 8,832 shares 8,832 $960K 0.74% -230 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,058 shares; 2025Q1: 3,222 shares; 2025Q2: 3,206 shares; 2025Q3: 3,378 shares; 2025Q4: 3,477 shares; 2026Q1: 3,479 shares; 2026Q2: 3,527 shares 3,527 $942K 0.72% +48 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,514 shares; 2025Q1: 2,295 shares; 2025Q2: 2,256 shares; 2025Q3: 2,274 shares; 2025Q4: 2,293 shares; 2026Q1: 2,375 shares; 2026Q2: 2,810 shares 2,810 $926K 0.71% +435 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,308 shares; 2025Q1: 6,160 shares; 2025Q2: 3,779 shares; 2025Q3: 2,665 shares; 2025Q4: 4,804 shares; 2026Q1: 4,206 shares; 2026Q2: 4,279 shares 4,279 $919K 0.71% +73 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,258 shares; 2025Q1: 9,508 shares; 2025Q2: 9,296 shares; 2025Q3: 9,288 shares; 2025Q4: 9,573 shares; 2026Q1: 9,553 shares; 2026Q2: 11,114 shares 11,114 $883K 0.68% +1,561 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,103 shares; 2025Q1: 5,356 shares; 2025Q2: 5,319 shares; 2025Q3: 5,279 shares; 2025Q4: 5,722 shares; 2026Q1: 7,597 shares; 2026Q2: 9,520 shares 9,520 $883K 0.68% +1,923 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: not loaded; 2024Q4: 1,304 shares; 2025Q1: 1,510 shares; 2025Q2: 1,712 shares; 2025Q3: 1,660 shares; 2025Q4: 1,701 shares; 2026Q1: 1,730 shares; 2026Q2: 10,311 shares 10,311 $875K 0.67% +8,581 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,510 shares; 2025Q1: 5,145 shares; 2025Q2: 4,969 shares; 2025Q3: 4,626 shares; 2025Q4: 3,477 shares; 2026Q1: 2,157 shares; 2026Q2: 1,580 shares 1,580 $852K 0.65% -577 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,361 shares; 2025Q1: 1,550 shares; 2025Q2: 1,544 shares; 2025Q3: 1,844 shares; 2025Q4: 2,011 shares; 2026Q1: 2,168 shares; 2026Q2: 2,403 shares 2,403 $843K 0.65% +235 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,361 shares; 2025Q1: 1,361 shares; 2025Q2: 1,305 shares; 2025Q3: 1,305 shares; 2025Q4: 1,305 shares; 2026Q1: 1,225 shares; 2026Q2: 1,143 shares 1,143 $843K 0.65% -82 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,200 shares; 2025Q1: 7,657 shares; 2025Q2: 7,724 shares; 2025Q3: 7,521 shares; 2025Q4: 7,480 shares; 2026Q1: 7,235 shares; 2026Q2: 7,165 shares 7,165 $841K 0.65% -70 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,329 shares; 2025Q1: 2,997 shares; 2025Q2: 2,984 shares; 2025Q3: 3,249 shares; 2025Q4: 3,125 shares; 2026Q1: 3,261 shares; 2026Q2: 3,256 shares 3,256 $828K 0.64% -5 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 698 shares; 2025Q1: 649 shares; 2025Q2: 654 shares; 2025Q3: 679 shares; 2025Q4: 669 shares; 2026Q1: 671 shares; 2026Q2: 669 shares 669 $823K 0.63% -2 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,091 shares; 2025Q1: 4,570 shares; 2025Q2: 4,486 shares; 2025Q3: 4,792 shares; 2025Q4: 4,973 shares; 2026Q1: 5,364 shares; 2026Q2: 4,231 shares 4,231 $798K 0.61% -1,133 Timeline FVD 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: not loaded; 2024Q4: 11,810 shares; 2025Q1: 13,686 shares; 2025Q2: 13,956 shares; 2025Q3: 14,568 shares; 2025Q4: 15,423 shares; 2026Q1: 15,700 shares; 2026Q2: 16,249 shares 16,249 $787K 0.6% +549 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,346 shares; 2025Q1: 6,952 shares; 2025Q2: 6,881 shares; 2025Q3: 7,093 shares; 2025Q4: 7,768 shares; 2026Q1: 7,550 shares; 2026Q2: 6,637 shares 6,637 $781K 0.6% -913 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,573 shares; 2025Q1: 4,614 shares; 2025Q2: 4,693 shares; 2025Q3: 4,889 shares; 2025Q4: 5,196 shares; 2026Q1: 5,415 shares; 2026Q2: 5,467 shares 5,467 $758K 0.58% +52 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,666 shares; 2025Q1: 2,847 shares; 2025Q2: 2,853 shares; 2025Q3: 2,033 shares; 2025Q4: 2,038 shares; 2026Q1: 2,223 shares; 2026Q2: 2,004 shares 2,004 $746K 0.57% -219 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,619 shares; 2025Q1: 12,600 shares; 2025Q2: 12,693 shares; 2025Q3: 12,452 shares; 2025Q4: 12,455 shares; 2026Q1: 12,290 shares; 2026Q2: 12,246 shares 12,246 $745K 0.57% -44 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,163 shares; 2026Q1: 5,746 shares; 2026Q2: 6,327 shares 6,327 $727K 0.56% +581 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,375 shares; 2025Q1: 2,333 shares; 2025Q2: 2,310 shares; 2025Q3: 2,623 shares; 2025Q4: 2,632 shares; 2026Q1: 2,683 shares; 2026Q2: 2,587 shares 2,587 $719K 0.55% -96 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,325 shares; 2025Q1: 12,575 shares; 2025Q2: 12,550 shares; 2025Q3: 12,300 shares; 2025Q4: 17,050 shares; 2026Q1: 17,549 shares; 2026Q2: 17,699 shares 17,699 $706K 0.54% +150 Timeline SPDN DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 25,961 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,669 shares; 2026Q1: 80,746 shares; 2026Q2: 80,212 shares 80,212 $701K 0.54% -534 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,905 shares 18,905 $688K 0.53% new 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; 2024Q3: not loaded; 2024Q4: 10,630 shares; 2025Q1: 8,746 shares; 2025Q2: 8,882 shares; 2025Q3: 8,839 shares; 2025Q4: 7,260 shares; 2026Q1: 7,666 shares; 2026Q2: 8,053 shares 8,053 $679K 0.52% +387 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 53,015 shares; 2025Q1: 63,944 shares; 2025Q2: 61,957 shares; 2025Q3: 74,412 shares; 2025Q4: 95,685 shares; 2026Q1: 98,877 shares; 2026Q2: 101,387 shares 101,387 $673K 0.52% +2,510 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 720 shares; 2025Q1: 772 shares; 2025Q2: 727 shares; 2025Q3: 690 shares; 2025Q4: 663 shares; 2026Q1: 635 shares; 2026Q2: 640 shares 640 $653K 0.5% +5 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,078 shares; 2025Q1: 1,401 shares; 2025Q2: 1,391 shares; 2025Q3: 712 shares; 2025Q4: 710 shares; 2026Q1: 606 shares; 2026Q2: 589 shares 589 $609K 0.47% -17 Timeline IBTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,499 shares; 2025Q4: 20,618 shares; 2026Q1: 24,325 shares; 2026Q2: 26,386 shares 26,386 $601K 0.46% +2,061 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,777 shares; 2025Q1: 12,899 shares; 2025Q2: 13,369 shares; 2025Q3: 13,369 shares; 2025Q4: 11,812 shares; 2026Q1: 11,812 shares; 2026Q2: 11,802 shares 11,802 $598K 0.46% -10 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,295 shares 22,295 $593K 0.46% new Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,265 shares; 2025Q1: 8,096 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,435 shares; 2026Q1: 7,037 shares; 2026Q2: 8,478 shares 8,478 $593K 0.45% +1,441 Timeline VITL VITAL FARMS INC More: the full row for VITAL FARMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,078 shares; 2025Q2: 7,042 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,474 shares; 2026Q2: 51,053 shares 51,053 $577K 0.44% +1,579 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; 2024Q3: not loaded; 2024Q4: 11,849 shares; 2025Q1: 9,280 shares; 2025Q2: 10,361 shares; 2025Q3: 10,033 shares; 2025Q4: 10,385 shares; 2026Q1: 10,775 shares; 2026Q2: 11,051 shares 11,051 $554K 0.42% +276 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: not loaded; 2024Q4: 3,759 shares; 2025Q1: 4,149 shares; 2025Q2: 4,117 shares; 2025Q3: 4,170 shares; 2025Q4: 2,180 shares; 2026Q1: 781 shares; 2026Q2: 782 shares 782 $543K 0.42% +1 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; 2024Q3: not loaded; 2024Q4: 8,698 shares; 2025Q1: 9,603 shares; 2025Q2: 10,427 shares; 2025Q3: 10,089 shares; 2025Q4: 10,459 shares; 2026Q1: 10,517 shares; 2026Q2: 10,455 shares 10,455 $537K 0.41% -62 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,583 shares; 2025Q3: 4,149 shares; 2025Q4: 4,244 shares; 2026Q1: 4,452 shares; 2026Q2: 4,574 shares 4,574 $523K 0.4% +122 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,118 shares 5,118 $512K 0.39% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,400 shares; 2025Q1: 3,371 shares; 2025Q2: 3,141 shares; 2025Q3: 3,154 shares; 2025Q4: 3,133 shares; 2026Q1: 3,136 shares; 2026Q2: 3,144 shares 3,144 $511K 0.39% +8 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,432 shares; 2025Q1: 1,704 shares; 2025Q2: 1,682 shares; 2025Q3: 1,822 shares; 2025Q4: 1,868 shares; 2026Q1: 1,517 shares; 2026Q2: 1,538 shares 1,538 $510K 0.39% +21 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,447 shares; 2025Q1: 5,870 shares; 2025Q2: 5,816 shares; 2025Q3: 6,328 shares; 2025Q4: 8,925 shares; 2026Q1: 9,380 shares; 2026Q2: 11,954 shares 11,954 $496K 0.38% +2,574 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,713 shares; 2025Q1: 5,082 shares; 2025Q2: 5,300 shares; 2025Q3: 4,893 shares; 2025Q4: 9,012 shares; 2026Q1: 11,475 shares; 2026Q2: 10,641 shares 10,641 $490K 0.38% -834 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,277 shares; 2025Q3: 7,982 shares; 2025Q4: 5,210 shares; 2026Q1: 1,899 shares; 2026Q2: 3,636 shares 3,636 $487K 0.37% +1,737 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,162 shares; 2025Q3: 2,797 shares; 2025Q4: 2,839 shares; 2026Q1: 3,171 shares; 2026Q2: 3,297 shares 3,297 $486K 0.37% +126 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,232 shares; 2025Q1: 4,018 shares; 2025Q2: 3,983 shares; 2025Q3: 4,248 shares; 2025Q4: 4,197 shares; 2026Q1: 4,731 shares; 2026Q2: 4,778 shares 4,778 $462K 0.35% +47 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,356 shares; 2025Q1: 1,517 shares; 2025Q2: 1,509 shares; 2025Q3: 1,896 shares; 2025Q4: 2,084 shares; 2026Q1: 2,889 shares; 2026Q2: 2,852 shares 2,852 $450K 0.35% -37 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,381 shares; 2025Q1: not reported; 2025Q2: 3,030 shares; 2025Q3: 4,154 shares; 2025Q4: 4,086 shares; 2026Q1: 4,765 shares; 2026Q2: 5,357 shares 5,357 $446K 0.34% +592 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 631 shares; 2025Q1: 644 shares; 2025Q2: 994 shares; 2025Q3: 1,067 shares; 2025Q4: 1,047 shares; 2026Q1: 1,005 shares; 2026Q2: 1,061 shares 1,061 $445K 0.34% +56 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,464 shares; 2025Q3: 4,589 shares; 2025Q4: 4,709 shares; 2026Q1: 5,549 shares; 2026Q2: 5,807 shares 5,807 $444K 0.34% +258 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,167 shares; 2025Q1: 1,507 shares; 2025Q2: 1,487 shares; 2025Q3: 1,499 shares; 2025Q4: 1,630 shares; 2026Q1: 1,360 shares; 2026Q2: 1,341 shares 1,341 $436K 0.33% -19 Timeline TDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,959 shares; 2025Q1: 5,917 shares; 2025Q2: 6,008 shares; 2025Q3: 5,858 shares; 2025Q4: 5,719 shares; 2026Q1: 4,329 shares; 2026Q2: 4,258 shares 4,258 $433K 0.33% -71 Timeline TUA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,134 shares; 2025Q3: 30,373 shares; 2025Q4: 29,557 shares; 2026Q1: 22,471 shares; 2026Q2: 21,061 shares 21,061 $432K 0.33% -1,410 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,332 shares; 2025Q4: 1,449 shares; 2026Q1: 1,542 shares; 2026Q2: 1,578 shares 1,578 $430K 0.33% +36 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,861 shares; 2025Q1: 2,530 shares; 2025Q2: 2,484 shares; 2025Q3: 1,360 shares; 2025Q4: 2,474 shares; 2026Q1: 2,828 shares; 2026Q2: 2,889 shares 2,889 $427K 0.33% +61 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 709 shares; 2025Q1: 771 shares; 2025Q2: 758 shares; 2025Q3: 804 shares; 2025Q4: 850 shares; 2026Q1: 939 shares; 2026Q2: 834 shares 834 $425K 0.33% -105 Timeline OSBC OLD SECOND BANCORP INC DEL More: the full row for OLD SECOND BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,558 shares; 2025Q4: 18,650 shares; 2026Q1: 18,650 shares; 2026Q2: 18,300 shares 18,300 $425K 0.33% -350 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,292 shares; 2025Q1: 4,436 shares; 2025Q2: 4,398 shares; 2025Q3: 4,697 shares; 2025Q4: 4,595 shares; 2026Q1: 4,649 shares; 2026Q2: 4,644 shares 4,644 $412K 0.32% -5 Timeline PTLO PORTILLOS INC More: the full row for PORTILLOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29,750 shares; 2025Q1: 43,542 shares; 2025Q2: 42,181 shares; 2025Q3: 84,868 shares; 2025Q4: 85,230 shares; 2026Q1: 82,526 shares; 2026Q2: 85,831 shares 85,831 $408K 0.31% +3,305 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,929 shares; 2025Q3: 4,633 shares; 2025Q4: 7,998 shares; 2026Q1: 12,565 shares; 2026Q2: 11,827 shares 11,827 $404K 0.31% -738 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,711 shares; 2025Q1: 13,490 shares; 2025Q2: 13,369 shares; 2025Q3: 14,698 shares; 2025Q4: 15,866 shares; 2026Q1: 16,516 shares; 2026Q2: 16,017 shares 16,017 $390K 0.3% -499 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,522 shares 1,522 $389K 0.3% new Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,145 shares; 2025Q1: 1,182 shares; 2025Q2: 1,167 shares; 2025Q3: 1,218 shares; 2025Q4: 1,222 shares; 2026Q1: 1,261 shares; 2026Q2: 1,276 shares 1,276 $388K 0.3% +15 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 557 shares; 2025Q4: 513 shares; 2026Q1: 614 shares; 2026Q2: 739 shares 739 $386K 0.3% +125 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,758 shares; 2025Q1: 3,950 shares; 2025Q2: 3,942 shares; 2025Q3: 4,304 shares; 2025Q4: 4,468 shares; 2026Q1: 3,330 shares; 2026Q2: 2,811 shares 2,811 $382K 0.29% -519 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,293 shares; 2025Q1: 1,240 shares; 2025Q2: 1,242 shares; 2025Q3: 1,092 shares; 2025Q4: 1,093 shares; 2026Q1: 1,094 shares; 2026Q2: 1,096 shares 1,096 $381K 0.29% +2 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,056 shares; 2025Q1: 533 shares; 2025Q2: 501 shares; 2025Q3: 483 shares; 2025Q4: 521 shares; 2026Q1: 569 shares; 2026Q2: 508 shares 508 $376K 0.29% -61 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 322 shares 322 $369K 0.28% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,131 shares; 2025Q1: 6,042 shares; 2025Q2: 8,099 shares; 2025Q3: 9,580 shares; 2025Q4: 15,975 shares; 2026Q1: 15,620 shares; 2026Q2: 6,828 shares 6,828 $366K 0.28% -8,792 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 574 shares; 2025Q1: 752 shares; 2025Q2: 738 shares; 2025Q3: 917 shares; 2025Q4: 974 shares; 2026Q1: 1,371 shares; 2026Q2: 1,366 shares 1,366 $364K 0.28% -5 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,362 shares; 2025Q1: 4,013 shares; 2025Q2: 4,003 shares; 2025Q3: 3,899 shares; 2025Q4: 3,879 shares; 2026Q1: 3,851 shares; 2026Q2: 3,642 shares 3,642 $362K 0.28% -209 Timeline JBS JBS N.V. More: the full row for JBS N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,029 shares; 2025Q4: 50,361 shares; 2026Q1: 53,039 shares; 2026Q2: 28,370 shares 28,370 $347K 0.27% -24,669 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,768 shares 11,768 $344K 0.26% new Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,872 shares; 2025Q3: 4,233 shares; 2025Q4: 4,439 shares; 2026Q1: 4,714 shares; 2026Q2: 4,809 shares 4,809 $343K 0.26% +95 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 333 shares; 2025Q1: 262 shares; 2025Q2: 262 shares; 2025Q3: 261 shares; 2025Q4: 4,349 shares; 2026Q1: 6,488 shares; 2026Q2: 4,565 shares 4,565 $337K 0.26% -1,923 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,922 shares; 2025Q1: 1,863 shares; 2025Q2: 1,847 shares; 2025Q3: 1,987 shares; 2025Q4: 2,033 shares; 2026Q1: 1,398 shares; 2026Q2: 1,411 shares 1,411 $321K 0.25% +13 Timeline NB NIOCORP DEVS LTD More: the full row for NIOCORP DEVS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68,993 shares; 2026Q2: 69,750 shares 69,750 $319K 0.24% +757 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 343 shares; 2025Q3: 343 shares; 2025Q4: 313 shares; 2026Q1: 313 shares; 2026Q2: 313 shares 313 $296K 0.23% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,988 shares; 2025Q1: 6,215 shares; 2025Q2: 5,396 shares; 2025Q3: 2,566 shares; 2025Q4: 2,700 shares; 2026Q1: 2,135 shares; 2026Q2: 1,746 shares 1,746 $294K 0.23% -389 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 955 shares; 2025Q1: 1,024 shares; 2025Q2: 1,009 shares; 2025Q3: 1,090 shares; 2025Q4: 1,170 shares; 2026Q1: 1,300 shares; 2026Q2: 868 shares 868 $282K 0.22% -432 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,250 shares; 2025Q1: not reported; 2025Q2: 2,335 shares; 2025Q3: 2,318 shares; 2025Q4: 2,319 shares; 2026Q1: 2,405 shares; 2026Q2: 2,388 shares 2,388 $282K 0.22% -17 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: not loaded; 2024Q4: 376 shares; 2025Q1: 376 shares; 2025Q2: 376 shares; 2025Q3: 377 shares; 2025Q4: 377 shares; 2026Q1: 378 shares; 2026Q2: 378 shares 378 $282K 0.22% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,808 shares 3,808 $279K 0.21% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,418 shares; 2025Q1: 5,286 shares; 2025Q2: 4,675 shares; 2025Q3: 4,682 shares; 2025Q4: 4,678 shares; 2026Q1: 4,686 shares; 2026Q2: 4,773 shares 4,773 $276K 0.21% +87 Timeline METL SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,839 shares; 2026Q1: 10,918 shares; 2026Q2: 10,827 shares 10,827 $276K 0.21% -91 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 loaded; 2024Q4: 1,142 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 937 shares 937 $267K 0.21% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,110 shares; 2025Q1: 5,744 shares; 2025Q2: 2,854 shares; 2025Q3: 2,781 shares; 2025Q4: 2,730 shares; 2026Q1: 2,673 shares; 2026Q2: 2,704 shares 2,704 $267K 0.2% +31 Timeline CRAK 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,070 shares; 2026Q2: 5,656 shares 5,656 $263K 0.2% +586 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,140 shares; 2026Q1: 3,140 shares; 2026Q2: 3,137 shares 3,137 $262K 0.2% -3 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,824 shares; 2025Q1: 13,047 shares; 2025Q2: 12,286 shares; 2025Q3: 10,067 shares; 2025Q4: 9,981 shares; 2026Q1: 7,670 shares; 2026Q2: 7,631 shares 7,631 $256K 0.2% -39 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,070 shares; 2026Q1: 1,094 shares; 2026Q2: 1,042 shares 1,042 $253K 0.19% -52 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,309 shares; 2025Q1: 3,374 shares; 2025Q2: 3,366 shares; 2025Q3: 3,839 shares; 2025Q4: 4,276 shares; 2026Q1: 3,157 shares; 2026Q2: 2,410 shares 2,410 $251K 0.19% -747 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,612 shares; 2026Q1: 5,122 shares; 2026Q2: 5,092 shares 5,092 $251K 0.19% -30 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,619 shares; 2025Q1: not reported; 2025Q2: 966 shares; 2025Q3: 966 shares; 2025Q4: 966 shares; 2026Q1: 966 shares; 2026Q2: 966 shares 966 $251K 0.19% 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; 2024Q3: not loaded; 2024Q4: 4,328 shares; 2025Q1: 2,876 shares; 2025Q2: 2,880 shares; 2025Q3: not reported; 2025Q4: 2,948 shares; 2026Q1: 2,931 shares; 2026Q2: 2,948 shares 2,948 $244K 0.19% +17 Timeline IBAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,614 shares; 2026Q2: 5,458 shares 5,458 $240K 0.18% -1,156 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,555 shares; 2025Q4: 5,474 shares; 2026Q1: not reported; 2026Q2: 5,026 shares 5,026 $235K 0.18% new 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; 2024Q3: not loaded; 2024Q4: 11,049 shares; 2025Q1: 10,687 shares; 2025Q2: 10,690 shares; 2025Q3: 10,692 shares; 2025Q4: 10,691 shares; 2026Q1: 10,694 shares; 2026Q2: 10,691 shares 10,691 $233K 0.18% -3 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,968 shares 1,968 $231K 0.18% new 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: not loaded; 2024Q4: 3,184 shares; 2025Q1: 3,513 shares; 2025Q2: 3,493 shares; 2025Q3: 3,845 shares; 2025Q4: 4,264 shares; 2026Q1: 4,533 shares; 2026Q2: 1,552 shares 1,552 $230K 0.18% -2,981 Timeline VIS 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 646 shares 646 $230K 0.18% new Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,163 shares 3,163 $229K 0.18% new Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,567 shares; 2026Q1: 3,880 shares; 2026Q2: 3,906 shares 3,906 $225K 0.17% +26 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,444 shares; 2025Q3: 3,353 shares; 2025Q4: 3,354 shares; 2026Q1: 3,080 shares; 2026Q2: 3,069 shares 3,069 $223K 0.17% -11 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,002 shares 2,002 $222K 0.17% new Timeline BHVN BIOHAVEN LTD More: the full row for BIOHAVEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,316 shares; 2026Q2: 14,532 shares 14,532 $217K 0.17% +216 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 49,200 shares; 2025Q2: 75,716 shares; 2025Q3: 76,834 shares; 2025Q4: 46,583 shares; 2026Q1: 22,832 shares; 2026Q2: 23,012 shares 23,012 $216K 0.17% +180 Timeline AGGA EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,525 shares 8,525 $215K 0.16% new Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,173 shares 2,173 $206K 0.16% new Timeline CODA CODA OCTOPUS GROUP INC More: the full row for CODA OCTOPUS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,434 shares 12,434 $119K 0.09% new Timeline FLNT FLUENT INC More: the full row for FLUENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 228,640 shares; 2025Q1: 16,936 shares; 2025Q2: 18,786 shares; 2025Q3: 18,536 shares; 2025Q4: 17,502 shares; 2026Q1: 22,237 shares; 2026Q2: 26,917 shares 26,917 $96.4K 0.07% +4,680 Timeline BORR BORR DRILLING LTD More: the full row for BORR DRILLING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 98,695 shares; 2025Q1: 10,460 shares; 2025Q2: 12,110 shares; 2025Q3: 12,610 shares; 2025Q4: 12,936 shares; 2026Q1: 12,436 shares; 2026Q2: 11,936 shares 11,936 $50.3K 0.04% -500 Timeline LOOP LOOP INDS INC More: the full row for LOOP INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 50,025 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,236 shares; 2026Q2: 42,516 shares 42,516 $41K 0.03% +14,280 Timeline RCT REDCLOUD HLDGS PLC More: the full row for REDCLOUD HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,425 shares; 2025Q4: 12,425 shares; 2026Q1: 21,505 shares; 2026Q2: 48,960 shares 48,960 $18K 0.01% +27,455 Timeline RMCF ROCKY MTN CHOCOLATE FACTORY More: the full row for ROCKY MTN CHOCOLATE FACTORY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 93,275 shares; 2025Q1: 13,950 shares; 2025Q2: 14,215 shares; 2025Q3: 15,600 shares; 2025Q4: 19,860 shares; 2026Q1: 16,225 shares; 2026Q2: 15,225 shares 15,225 $13.1K 0.01% -1,000 Timeline