DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,117 shares; 2024Q4: 162,033 shares; 2025Q1: 213,571 shares; 2025Q2: 215,993 shares; 2025Q3: 222,820 shares; 2025Q4: 230,125 shares; 2026Q1: 243,000 shares; 2026Q2: 258,988 shares 258,988 $19.6M 4.42% +15,988 Timeline VNLA 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: 220,848 shares; 2024Q4: 221,216 shares; 2025Q1: 221,771 shares; 2025Q2: 236,649 shares; 2025Q3: 243,845 shares; 2025Q4: 294,483 shares; 2026Q1: 344,628 shares; 2026Q2: 343,952 shares 343,952 $16.8M 3.78% -676 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,223 shares; 2024Q4: 26,806 shares; 2025Q1: 325,992 shares; 2025Q2: 329,500 shares; 2025Q3: 389,458 shares; 2025Q4: 407,461 shares; 2026Q1: 411,190 shares; 2026Q2: 425,646 shares 425,646 $14.4M 3.24% +14,456 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: 24,366 shares; 2024Q4: 24,867 shares; 2025Q1: 22,912 shares; 2025Q2: 24,692 shares; 2025Q3: 26,064 shares; 2025Q4: 27,545 shares; 2026Q1: 28,662 shares; 2026Q2: 29,330 shares 29,330 $10.9M 2.44% +668 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: 31,342 shares; 2024Q4: 31,768 shares; 2025Q1: 37,695 shares; 2025Q2: 37,809 shares; 2025Q3: 41,982 shares; 2025Q4: 44,949 shares; 2026Q1: 47,687 shares; 2026Q2: 49,280 shares 49,280 $10.7M 2.42% +1,593 Timeline RDVY 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: 45,545 shares; 2024Q4: 48,907 shares; 2025Q1: 59,623 shares; 2025Q2: 61,659 shares; 2025Q3: 88,284 shares; 2025Q4: 98,304 shares; 2026Q1: 114,647 shares; 2026Q2: 126,515 shares 126,515 $10.3M 2.31% +11,868 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: 29,743 shares; 2024Q4: 29,945 shares; 2025Q1: 29,919 shares; 2025Q2: 29,531 shares; 2025Q3: 29,090 shares; 2025Q4: 28,958 shares; 2026Q1: 28,436 shares; 2026Q2: 27,875 shares 27,875 $8.07M 1.82% -561 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: 18,293 shares; 2024Q4: 41,417 shares; 2025Q1: 52,612 shares; 2025Q2: 63,633 shares; 2025Q3: 121,667 shares; 2025Q4: 136,266 shares; 2026Q1: 153,788 shares; 2026Q2: 158,567 shares 158,567 $7.81M 1.76% +4,779 Timeline VOE 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: 31,738 shares; 2024Q4: 32,896 shares; 2025Q1: 35,952 shares; 2025Q2: 35,982 shares; 2025Q3: 35,160 shares; 2025Q4: 34,587 shares; 2026Q1: 36,751 shares; 2026Q2: 39,451 shares 39,451 $7.8M 1.75% +2,700 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,615 shares; 2024Q4: 32,379 shares; 2025Q1: 32,276 shares; 2025Q2: 33,047 shares; 2025Q3: 31,200 shares; 2025Q4: 31,518 shares; 2026Q1: 31,740 shares; 2026Q2: 32,034 shares 32,034 $7.63M 1.72% +294 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: 8,787 shares; 2024Q4: 9,035 shares; 2025Q1: 9,645 shares; 2025Q2: 10,027 shares; 2025Q3: 11,462 shares; 2025Q4: 12,312 shares; 2026Q1: 10,831 shares; 2026Q2: 10,259 shares 10,259 $7.55M 1.7% -572 Timeline DFIV 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: 7,308 shares; 2025Q2: 23,334 shares; 2025Q3: 69,842 shares; 2025Q4: 95,781 shares; 2026Q1: 118,843 shares; 2026Q2: 139,100 shares 139,100 $7.51M 1.69% +20,257 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: 16,870 shares; 2024Q4: 17,363 shares; 2025Q1: 18,083 shares; 2025Q2: 18,753 shares; 2025Q3: 23,495 shares; 2025Q4: 26,250 shares; 2026Q1: 28,809 shares; 2026Q2: 30,190 shares 30,190 $7.32M 1.65% +1,381 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: 24,043 shares; 2024Q4: 50,454 shares; 2025Q1: 50,633 shares; 2025Q2: 50,674 shares; 2025Q3: 48,771 shares; 2025Q4: 47,799 shares; 2026Q1: 50,784 shares; 2026Q2: 47,927 shares 47,927 $6.69M 1.51% -2,857 Timeline ACYN 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 92,505 shares; 2026Q2: 320,777 shares 320,777 $6.67M 1.5% +228,272 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: 39,721 shares; 2024Q4: 39,283 shares; 2025Q1: 33,822 shares; 2025Q2: 33,994 shares; 2025Q3: 33,978 shares; 2025Q4: 32,404 shares; 2026Q1: 32,690 shares; 2026Q2: 33,049 shares 33,049 $6.61M 1.49% +359 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: 45,168 shares; 2024Q4: 43,351 shares; 2025Q1: 40,189 shares; 2025Q2: 40,123 shares; 2025Q3: 39,565 shares; 2025Q4: 39,251 shares; 2026Q1: 39,162 shares; 2026Q2: 39,373 shares 39,373 $6.22M 1.4% +211 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI 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: 79,448 shares; 2026Q2: 156,414 shares 156,414 $6.14M 1.38% +76,966 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: 10,770 shares; 2024Q4: 26,805 shares; 2025Q1: 43,393 shares; 2025Q2: 52,502 shares; 2025Q3: 101,492 shares; 2025Q4: 124,520 shares; 2026Q1: 133,035 shares; 2026Q2: 118,518 shares 118,518 $5.59M 1.26% -14,517 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: 6,325 shares; 2024Q4: 6,869 shares; 2025Q1: 7,712 shares; 2025Q2: 8,044 shares; 2025Q3: 10,519 shares; 2025Q4: 12,021 shares; 2026Q1: 14,774 shares; 2026Q2: 15,139 shares 15,139 $5.54M 1.25% +365 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: 20,211 shares; 2024Q4: 17,940 shares; 2025Q1: 17,680 shares; 2025Q2: 15,649 shares; 2025Q3: 15,441 shares; 2025Q4: 15,541 shares; 2026Q1: 15,299 shares; 2026Q2: 15,324 shares 15,324 $5.48M 1.23% +25 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 366,804 shares; 2024Q4: 396,452 shares; 2025Q1: 425,251 shares; 2025Q2: 434,285 shares; 2025Q3: 470,402 shares; 2025Q4: 502,582 shares; 2026Q1: 504,396 shares; 2026Q2: 448,727 shares 448,727 $5.4M 1.21% -55,669 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,400 shares; 2024Q4: 15,102 shares; 2025Q1: 20,892 shares; 2025Q2: 21,579 shares; 2025Q3: 22,299 shares; 2025Q4: 24,781 shares; 2026Q1: 28,552 shares; 2026Q2: 31,416 shares 31,416 $5.35M 1.2% +2,864 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: 27,215 shares; 2024Q4: 27,079 shares; 2025Q1: 34,670 shares; 2025Q2: 33,374 shares; 2025Q3: 39,683 shares; 2025Q4: 41,761 shares; 2026Q1: 49,321 shares; 2026Q2: 49,572 shares 49,572 $4.91M 1.1% +251 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,002 shares; 2024Q4: 5,995 shares; 2025Q1: 7,247 shares; 2025Q2: 7,245 shares; 2025Q3: 7,001 shares; 2025Q4: 7,139 shares; 2026Q1: 7,123 shares; 2026Q2: 7,080 shares 7,080 $4.49M 1.01% -43 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: 15,241 shares; 2024Q4: 18,693 shares; 2025Q1: 33,172 shares; 2025Q2: 37,982 shares; 2025Q3: 87,881 shares; 2025Q4: 86,045 shares; 2026Q1: 102,658 shares; 2026Q2: 86,453 shares 86,453 $4.37M 0.98% -16,205 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,916 shares; 2025Q2: 6,916 shares; 2025Q3: 6,916 shares; 2025Q4: 6,451 shares; 2026Q1: 57,387 shares; 2026Q2: 117,011 shares 117,011 $4.27M 0.96% +59,624 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: 4,205 shares; 2024Q4: 4,257 shares; 2025Q1: 4,337 shares; 2025Q2: 4,312 shares; 2025Q3: 4,340 shares; 2025Q4: 4,733 shares; 2026Q1: 4,766 shares; 2026Q2: 3,642 shares 3,642 $4.2M 0.95% -1,124 Timeline RDVI 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 reported; 2024Q4: 11,076 shares; 2025Q1: 11,811 shares; 2025Q2: 12,352 shares; 2025Q3: 13,912 shares; 2025Q4: 13,317 shares; 2026Q1: 94,677 shares; 2026Q2: 141,030 shares 141,030 $4.15M 0.93% +46,353 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: 4,759 shares; 2024Q4: 4,829 shares; 2025Q1: 4,951 shares; 2025Q2: 5,281 shares; 2025Q3: 5,356 shares; 2025Q4: 5,484 shares; 2026Q1: 5,604 shares; 2026Q2: 5,981 shares 5,981 $4.11M 0.92% +377 Timeline KCE 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: 10,671 shares; 2024Q4: 11,025 shares; 2025Q1: 12,094 shares; 2025Q2: 13,408 shares; 2025Q3: 20,720 shares; 2025Q4: 23,965 shares; 2026Q1: 25,763 shares; 2026Q2: 27,798 shares 27,798 $4.09M 0.92% +2,035 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,537 shares; 2024Q4: 53,406 shares; 2025Q1: 64,237 shares; 2025Q2: 67,138 shares; 2025Q3: 72,720 shares; 2025Q4: 76,230 shares; 2026Q1: 89,157 shares; 2026Q2: 88,009 shares 88,009 $3.97M 0.89% -1,148 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: 3,979 shares; 2024Q4: 5,944 shares; 2025Q1: 8,049 shares; 2025Q2: 8,989 shares; 2025Q3: 8,914 shares; 2025Q4: 10,302 shares; 2026Q1: 10,513 shares; 2026Q2: 10,199 shares 10,199 $3.76M 0.85% -314 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: 13,424 shares; 2024Q4: 13,859 shares; 2025Q1: 13,748 shares; 2025Q2: 13,807 shares; 2025Q3: 13,845 shares; 2025Q4: 14,509 shares; 2026Q1: 14,741 shares; 2026Q2: 15,573 shares 15,573 $3.68M 0.83% +832 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,928 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,844 shares; 2025Q4: 3,704 shares; 2026Q1: 4,645 shares; 2026Q2: 5,439 shares 5,439 $3.57M 0.8% +794 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: 9,671 shares; 2024Q4: 9,594 shares; 2025Q1: 9,530 shares; 2025Q2: 9,733 shares; 2025Q3: 9,628 shares; 2025Q4: 9,610 shares; 2026Q1: 9,495 shares; 2026Q2: 9,394 shares 9,394 $3.5M 0.79% -101 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,438 shares; 2025Q2: 21,617 shares; 2025Q3: 52,703 shares; 2025Q4: 72,619 shares; 2026Q1: 98,926 shares; 2026Q2: 143,044 shares 143,044 $3.48M 0.78% +44,118 Timeline ANGL 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: 115,157 shares; 2024Q4: 119,923 shares; 2025Q1: 119,945 shares; 2025Q2: 121,060 shares; 2025Q3: 112,777 shares; 2025Q4: 123,911 shares; 2026Q1: 117,895 shares; 2026Q2: 115,605 shares 115,605 $3.38M 0.76% -2,290 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,865 shares; 2024Q4: 17,281 shares; 2025Q1: 19,400 shares; 2025Q2: 20,764 shares; 2025Q3: 26,572 shares; 2025Q4: 28,950 shares; 2026Q1: 33,867 shares; 2026Q2: 33,332 shares 33,332 $3.28M 0.74% -535 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: 3,080 shares; 2024Q4: 3,035 shares; 2025Q1: 4,919 shares; 2025Q2: 5,323 shares; 2025Q3: 5,293 shares; 2025Q4: 5,304 shares; 2026Q1: 5,298 shares; 2026Q2: 5,372 shares 5,372 $3.12M 0.7% +74 Timeline SDVY 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: 8,464 shares; 2024Q4: 11,404 shares; 2025Q1: 11,608 shares; 2025Q2: 13,062 shares; 2025Q3: 39,031 shares; 2025Q4: 51,901 shares; 2026Q1: 61,225 shares; 2026Q2: 68,241 shares 68,241 $2.94M 0.66% +7,016 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,155 shares; 2024Q4: 96,828 shares; 2025Q1: 95,274 shares; 2025Q2: 94,868 shares; 2025Q3: 86,912 shares; 2025Q4: 85,843 shares; 2026Q1: 86,775 shares; 2026Q2: 86,829 shares 86,829 $2.78M 0.62% +54 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: 8,836 shares; 2024Q4: 8,493 shares; 2025Q1: 8,350 shares; 2025Q2: 8,204 shares; 2025Q3: 8,061 shares; 2025Q4: 8,091 shares; 2026Q1: 8,083 shares; 2026Q2: 7,968 shares 7,968 $2.61M 0.59% -115 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: 9,323 shares; 2024Q4: 9,190 shares; 2025Q1: 15,174 shares; 2025Q2: 15,148 shares; 2025Q3: 15,302 shares; 2025Q4: 15,293 shares; 2026Q1: 14,661 shares; 2026Q2: 13,607 shares 13,607 $2.58M 0.58% -1,054 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: 10,267 shares; 2024Q4: 10,234 shares; 2025Q1: 7,797 shares; 2025Q2: 6,493 shares; 2025Q3: 6,542 shares; 2025Q4: 6,557 shares; 2026Q1: 6,627 shares; 2026Q2: 6,670 shares 6,670 $2.52M 0.57% +43 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: 3,538 shares; 2024Q4: 3,908 shares; 2025Q1: 3,901 shares; 2025Q2: 3,966 shares; 2025Q3: 4,059 shares; 2025Q4: 4,193 shares; 2026Q1: 4,324 shares; 2026Q2: 26,896 shares 26,896 $2.32M 0.52% +22,572 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,152 shares; 2025Q4: 17,353 shares; 2026Q1: 21,253 shares; 2026Q2: 60,453 shares 60,453 $2.29M 0.52% +39,200 Timeline VPU 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: 9,903 shares; 2024Q4: 10,061 shares; 2025Q1: 9,635 shares; 2025Q2: 9,612 shares; 2025Q3: 9,874 shares; 2025Q4: 9,692 shares; 2026Q1: 10,353 shares; 2026Q2: 10,764 shares 10,764 $2.11M 0.47% +411 Timeline XSMO 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: 16,425 shares; 2024Q4: 19,793 shares; 2025Q1: 24,000 shares; 2025Q2: 24,850 shares; 2025Q3: 20,691 shares; 2025Q4: 20,626 shares; 2026Q1: 20,952 shares; 2026Q2: 22,454 shares 22,454 $2.1M 0.47% +1,502 Timeline AIRR 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: 3,251 shares; 2024Q4: 3,214 shares; 2025Q1: 4,680 shares; 2025Q2: 5,374 shares; 2025Q3: 7,713 shares; 2025Q4: 11,146 shares; 2026Q1: 11,002 shares; 2026Q2: 15,696 shares 15,696 $2.09M 0.47% +4,694 Timeline VDC 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: 9,019 shares; 2024Q4: 9,319 shares; 2025Q1: 9,323 shares; 2025Q2: 9,369 shares; 2025Q3: 9,563 shares; 2025Q4: 9,371 shares; 2026Q1: 9,390 shares; 2026Q2: 9,195 shares 9,195 $2.07M 0.47% -195 Timeline EVT EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,369 shares; 2024Q4: 115,790 shares; 2025Q1: 110,043 shares; 2025Q2: 108,641 shares; 2025Q3: 95,919 shares; 2025Q4: 83,280 shares; 2026Q1: 82,631 shares; 2026Q2: 74,654 shares 74,654 $2.07M 0.47% -7,977 Timeline SHLD 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: 24,289 shares; 2025Q4: 29,454 shares; 2026Q1: 32,128 shares; 2026Q2: 34,597 shares 34,597 $2.07M 0.46% +2,469 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,380 shares; 2026Q1: 8,438 shares; 2026Q2: 10,951 shares 10,951 $2.03M 0.46% +2,513 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,870 shares; 2024Q4: 36,649 shares; 2025Q1: 38,295 shares; 2025Q2: 39,204 shares; 2025Q3: 40,433 shares; 2025Q4: 38,289 shares; 2026Q1: 38,691 shares; 2026Q2: 37,174 shares 37,174 $1.99M 0.45% -1,517 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: 49,229 shares; 2024Q4: 46,416 shares; 2025Q1: 44,476 shares; 2025Q2: 42,433 shares; 2025Q3: 40,401 shares; 2025Q4: 39,465 shares; 2026Q1: 40,585 shares; 2026Q2: 39,960 shares 39,960 $1.93M 0.43% -625 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: 13,539 shares; 2024Q4: 14,091 shares; 2025Q1: 13,651 shares; 2025Q2: 14,248 shares; 2025Q3: 14,192 shares; 2025Q4: 14,093 shares; 2026Q1: 14,218 shares; 2026Q2: 13,891 shares 13,891 $1.88M 0.42% -327 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 326,046 shares; 2024Q4: 346,036 shares; 2025Q1: 360,509 shares; 2025Q2: 364,694 shares; 2025Q3: 364,162 shares; 2025Q4: 352,298 shares; 2026Q1: 343,642 shares; 2026Q2: 323,540 shares 323,540 $1.83M 0.41% -20,102 Timeline VDE 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: 43,595 shares; 2024Q4: 47,627 shares; 2025Q1: 48,101 shares; 2025Q2: 23,871 shares; 2025Q3: 15,636 shares; 2025Q4: 12,976 shares; 2026Q1: 14,029 shares; 2026Q2: 12,175 shares 12,175 $1.83M 0.41% -1,854 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,637 shares; 2024Q4: 89,692 shares; 2025Q1: 88,435 shares; 2025Q2: 87,408 shares; 2025Q3: 85,150 shares; 2025Q4: 76,941 shares; 2026Q1: 73,092 shares; 2026Q2: 66,098 shares 66,098 $1.82M 0.41% -6,994 Timeline FV 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: 36,542 shares; 2024Q4: 36,654 shares; 2025Q1: 36,891 shares; 2025Q2: 34,357 shares; 2025Q3: 28,830 shares; 2025Q4: 28,766 shares; 2026Q1: 25,390 shares; 2026Q2: 23,999 shares 23,999 $1.82M 0.41% -1,391 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: 1,067 shares; 2024Q4: 1,021 shares; 2025Q1: 1,140 shares; 2025Q2: 1,331 shares; 2025Q3: 1,333 shares; 2025Q4: 1,526 shares; 2026Q1: 1,621 shares; 2026Q2: 1,705 shares 1,705 $1.82M 0.41% +84 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,558 shares; 2025Q1: 17,064 shares; 2025Q2: 20,430 shares; 2025Q3: 43,377 shares; 2025Q4: 64,022 shares; 2026Q1: 51,990 shares; 2026Q2: 37,230 shares 37,230 $1.79M 0.4% -14,760 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,974 shares; 2024Q4: 28,536 shares; 2025Q1: 26,923 shares; 2025Q2: 27,182 shares; 2025Q3: 23,077 shares; 2025Q4: 22,565 shares; 2026Q1: 22,577 shares; 2026Q2: 23,868 shares 23,868 $1.7M 0.38% +1,291 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,584 shares; 2024Q4: 34,902 shares; 2025Q1: 33,782 shares; 2025Q2: 33,782 shares; 2025Q3: 33,107 shares; 2025Q4: 32,532 shares; 2026Q1: 32,202 shares; 2026Q2: 29,589 shares 29,589 $1.67M 0.38% -2,613 Timeline VHT 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: 8,063 shares; 2024Q4: 8,294 shares; 2025Q1: 8,021 shares; 2025Q2: 7,973 shares; 2025Q3: 5,810 shares; 2025Q4: 5,828 shares; 2026Q1: 5,814 shares; 2026Q2: 5,529 shares 5,529 $1.65M 0.37% -285 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: 4,405 shares; 2024Q4: 4,386 shares; 2025Q1: 4,397 shares; 2025Q2: 4,410 shares; 2025Q3: 4,409 shares; 2025Q4: 4,676 shares; 2026Q1: 5,903 shares; 2026Q2: 5,821 shares 5,821 $1.64M 0.37% -82 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: 18,391 shares; 2024Q4: 19,542 shares; 2025Q1: 11,550 shares; 2025Q2: 13,091 shares; 2025Q3: 13,696 shares; 2025Q4: 13,379 shares; 2026Q1: 13,521 shares; 2026Q2: 13,376 shares 13,376 $1.56M 0.35% -145 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: 2,668 shares; 2024Q4: 2,577 shares; 2025Q1: 2,371 shares; 2025Q2: 2,371 shares; 2025Q3: 2,328 shares; 2025Q4: 2,328 shares; 2026Q1: 2,022 shares; 2026Q2: 2,022 shares 2,022 $1.51M 0.34% 0 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: 4,223 shares; 2024Q4: 4,256 shares; 2025Q1: 3,964 shares; 2025Q2: 4,014 shares; 2025Q3: 4,035 shares; 2025Q4: 4,068 shares; 2026Q1: 4,207 shares; 2026Q2: 4,250 shares 4,250 $1.5M 0.34% +43 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: 1,013 shares; 2024Q4: 1,058 shares; 2025Q1: 986 shares; 2025Q2: 971 shares; 2025Q3: 946 shares; 2025Q4: 1,037 shares; 2026Q1: 1,045 shares; 2026Q2: 1,246 shares 1,246 $1.5M 0.34% +201 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,688 shares; 2024Q4: 2,650 shares; 2025Q1: 2,650 shares; 2025Q2: 2,475 shares; 2025Q3: 4,178 shares; 2025Q4: 4,178 shares; 2026Q1: 4,228 shares; 2026Q2: 4,763 shares 4,763 $1.46M 0.33% +535 Timeline XIDE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,060 shares; 2024Q4: 33,386 shares; 2025Q1: 43,340 shares; 2025Q2: 41,431 shares; 2025Q3: 40,226 shares; 2025Q4: 45,865 shares; 2026Q1: 47,205 shares; 2026Q2: 47,889 shares 47,889 $1.46M 0.33% +684 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,833 shares; 2024Q4: 13,823 shares; 2025Q1: 13,873 shares; 2025Q2: 13,661 shares; 2025Q3: 13,383 shares; 2025Q4: 13,100 shares; 2026Q1: 13,007 shares; 2026Q2: 11,969 shares 11,969 $1.41M 0.32% -1,038 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: 20,581 shares; 2024Q4: 21,297 shares; 2025Q1: 21,372 shares; 2025Q2: 21,740 shares; 2025Q3: 19,425 shares; 2025Q4: 38,088 shares; 2026Q1: 33,540 shares; 2026Q2: 31,053 shares 31,053 $1.41M 0.32% -2,487 Timeline JPEM 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: 12,082 shares; 2024Q4: 12,696 shares; 2025Q1: 15,447 shares; 2025Q2: 15,989 shares; 2025Q3: 34,927 shares; 2025Q4: 33,537 shares; 2026Q1: 33,883 shares; 2026Q2: 22,336 shares 22,336 $1.4M 0.32% -11,547 Timeline VMBS 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: 19,234 shares; 2024Q4: 22,973 shares; 2025Q1: 21,512 shares; 2025Q2: 22,391 shares; 2025Q3: 21,692 shares; 2025Q4: 19,434 shares; 2026Q1: 21,949 shares; 2026Q2: 29,933 shares 29,933 $1.4M 0.32% +7,984 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,620 shares; 2025Q3: 15,205 shares; 2025Q4: 15,918 shares; 2026Q1: 18,343 shares; 2026Q2: 20,258 shares 20,258 $1.38M 0.31% +1,915 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,163 shares; 2024Q4: 6,158 shares; 2025Q1: 13,162 shares; 2025Q2: 12,872 shares; 2025Q3: 13,434 shares; 2025Q4: 14,443 shares; 2026Q1: 14,629 shares; 2026Q2: 14,744 shares 14,744 $1.38M 0.31% +115 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: 5,389 shares; 2024Q4: 6,657 shares; 2025Q1: 6,561 shares; 2025Q2: 6,323 shares; 2025Q3: 5,977 shares; 2025Q4: 5,958 shares; 2026Q1: 5,892 shares; 2026Q2: 5,375 shares 5,375 $1.37M 0.31% -517 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,406 shares; 2024Q4: 5,214 shares; 2025Q1: 5,173 shares; 2025Q2: 4,830 shares; 2025Q3: 4,443 shares; 2025Q4: 4,456 shares; 2026Q1: 4,864 shares; 2026Q2: 5,358 shares 5,358 $1.35M 0.3% +494 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: 10,374 shares; 2024Q4: 10,313 shares; 2025Q1: 9,782 shares; 2025Q2: 10,001 shares; 2025Q3: 9,858 shares; 2025Q4: 8,951 shares; 2026Q1: 9,295 shares; 2026Q2: 8,991 shares 8,991 $1.32M 0.3% -304 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,271 shares; 2024Q4: 10,259 shares; 2025Q1: 21,645 shares; 2025Q2: 21,638 shares; 2025Q3: 19,228 shares; 2025Q4: 19,228 shares; 2026Q1: 21,633 shares; 2026Q2: 21,533 shares 21,533 $1.31M 0.3% -100 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,690 shares; 2024Q4: 27,690 shares; 2025Q1: 27,065 shares; 2025Q2: 26,965 shares; 2025Q3: 22,815 shares; 2025Q4: 22,815 shares; 2026Q1: 22,615 shares; 2026Q2: 22,130 shares 22,130 $1.24M 0.28% -485 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,862 shares; 2025Q4: 3,431 shares; 2026Q1: 3,955 shares; 2026Q2: 4,110 shares 4,110 $1.22M 0.28% +155 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,929 shares; 2024Q4: 101,500 shares; 2025Q1: 102,204 shares; 2025Q2: 105,628 shares; 2025Q3: 100,781 shares; 2025Q4: 86,711 shares; 2026Q1: 77,074 shares; 2026Q2: 65,508 shares 65,508 $1.21M 0.27% -11,566 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,675 shares; 2024Q4: 10,675 shares; 2025Q1: 10,675 shares; 2025Q2: 10,475 shares; 2025Q3: 21,320 shares; 2025Q4: 23,180 shares; 2026Q1: 23,180 shares; 2026Q2: 21,691 shares 21,691 $1.19M 0.27% -1,489 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,644 shares; 2024Q4: 9,942 shares; 2025Q1: 10,240 shares; 2025Q2: 11,018 shares; 2025Q3: 10,540 shares; 2025Q4: 11,330 shares; 2026Q1: 10,701 shares; 2026Q2: 10,486 shares 10,486 $1.13M 0.25% -215 Timeline FTHI 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: 27,000 shares; 2024Q4: 42,679 shares; 2025Q1: 51,249 shares; 2025Q2: 50,749 shares; 2025Q3: 49,749 shares; 2025Q4: 47,601 shares; 2026Q1: 47,801 shares; 2026Q2: 47,001 shares 47,001 $1.12M 0.25% -800 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,400 shares; 2024Q4: 20,400 shares; 2025Q1: 19,342 shares; 2025Q2: 19,333 shares; 2025Q3: 18,991 shares; 2025Q4: 18,991 shares; 2026Q1: 18,591 shares; 2026Q2: 18,591 shares 18,591 $1.11M 0.25% 0 Timeline PAVE 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: 17,256 shares; 2024Q4: 16,906 shares; 2025Q1: 16,703 shares; 2025Q2: 15,503 shares; 2025Q3: 15,518 shares; 2025Q4: 15,142 shares; 2026Q1: 15,703 shares; 2026Q2: 18,663 shares 18,663 $1.1M 0.25% +2,960 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: 7,020 shares; 2024Q4: 6,384 shares; 2025Q1: 6,498 shares; 2025Q2: 6,466 shares; 2025Q3: 6,161 shares; 2025Q4: 5,841 shares; 2026Q1: 6,357 shares; 2026Q2: 6,545 shares 6,545 $1.08M 0.24% +188 Timeline LGOV 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: 72,165 shares; 2024Q4: 77,227 shares; 2025Q1: 61,627 shares; 2025Q2: 61,284 shares; 2025Q3: 62,282 shares; 2025Q4: 72,293 shares; 2026Q1: 76,318 shares; 2026Q2: 50,342 shares 50,342 $1.08M 0.24% -25,976 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,780 shares; 2024Q4: 46,678 shares; 2025Q1: 50,346 shares; 2025Q2: 51,410 shares; 2025Q3: 61,862 shares; 2025Q4: 55,122 shares; 2026Q1: 54,710 shares; 2026Q2: 56,895 shares 56,895 $1.05M 0.24% +2,185 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: 11,928 shares; 2024Q4: 10,635 shares; 2025Q1: 9,172 shares; 2025Q2: 8,906 shares; 2025Q3: 8,551 shares; 2025Q4: 8,956 shares; 2026Q1: 8,926 shares; 2026Q2: 8,929 shares 8,929 $1.05M 0.24% +3 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,154 shares; 2024Q4: 17,061 shares; 2025Q1: 16,294 shares; 2025Q2: 16,153 shares; 2025Q3: 15,367 shares; 2025Q4: 18,015 shares; 2026Q1: 19,269 shares; 2026Q2: 18,391 shares 18,391 $1.05M 0.24% -878 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,933 shares; 2024Q4: 33,055 shares; 2025Q1: 33,870 shares; 2025Q2: 34,155 shares; 2025Q3: 34,070 shares; 2025Q4: 36,990 shares; 2026Q1: 36,742 shares; 2026Q2: 24,786 shares 24,786 $1.03M 0.23% -11,956 Timeline IBOT 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: 9,067 shares; 2025Q4: 9,867 shares; 2026Q1: 11,247 shares; 2026Q2: 14,667 shares 14,667 $1.01M 0.23% +3,420 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,988 shares; 2024Q4: 2,037 shares; 2025Q1: 2,073 shares; 2025Q2: 2,228 shares; 2025Q3: 2,030 shares; 2025Q4: 2,227 shares; 2026Q1: 2,160 shares; 2026Q2: 2,102 shares 2,102 $1M 0.23% -58 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: 6,391 shares; 2024Q4: 6,196 shares; 2025Q1: 6,616 shares; 2025Q2: 6,649 shares; 2025Q3: 6,257 shares; 2025Q4: 6,961 shares; 2026Q1: 7,286 shares; 2026Q2: 7,248 shares 7,248 $991K 0.22% -38 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: 1,099 shares; 2024Q4: 1,258 shares; 2025Q1: 1,632 shares; 2025Q2: 1,681 shares; 2025Q3: 1,768 shares; 2025Q4: 2,269 shares; 2026Q1: 2,334 shares; 2026Q2: 2,328 shares 2,328 $979K 0.22% -6 Timeline SPEU 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,646 shares; 2025Q4: 17,434 shares; 2026Q1: 17,276 shares; 2026Q2: 17,792 shares 17,792 $976K 0.22% +516 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,879 shares; 2024Q4: 43,593 shares; 2025Q1: 42,659 shares; 2025Q2: 41,630 shares; 2025Q3: 39,673 shares; 2025Q4: 34,200 shares; 2026Q1: 34,067 shares; 2026Q2: 31,827 shares 31,827 $970K 0.22% -2,240 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: 1,533 shares; 2025Q3: 6,137 shares; 2025Q4: 8,066 shares; 2026Q1: 6,103 shares; 2026Q2: 3,840 shares 3,840 $969K 0.22% -2,263 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: 6,133 shares; 2024Q4: 5,855 shares; 2025Q1: 6,595 shares; 2025Q2: 6,935 shares; 2025Q3: 7,019 shares; 2025Q4: 8,222 shares; 2026Q1: 8,765 shares; 2026Q2: 8,410 shares 8,410 $953K 0.21% -355 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: 3,495 shares; 2024Q4: 3,453 shares; 2025Q1: 3,545 shares; 2025Q2: 3,541 shares; 2025Q3: 3,358 shares; 2025Q4: 3,304 shares; 2026Q1: 3,244 shares; 2026Q2: 3,104 shares 3,104 $933K 0.21% -140 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,556 shares; 2024Q4: 3,559 shares; 2025Q1: 3,614 shares; 2025Q2: 3,519 shares; 2025Q3: 3,598 shares; 2025Q4: 3,442 shares; 2026Q1: 2,581 shares; 2026Q2: 2,606 shares 2,606 $924K 0.21% +25 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,037 shares; 2026Q1: 35,965 shares; 2026Q2: 32,812 shares 32,812 $915K 0.21% -3,153 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,341 shares; 2025Q4: 8,952 shares; 2026Q1: 8,572 shares; 2026Q2: 8,776 shares 8,776 $892K 0.2% +204 Timeline BUG 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: 23,648 shares; 2024Q4: 23,498 shares; 2025Q1: 22,588 shares; 2025Q2: 21,512 shares; 2025Q3: 21,612 shares; 2025Q4: 22,102 shares; 2026Q1: 23,013 shares; 2026Q2: 22,809 shares 22,809 $871K 0.2% -204 Timeline MGK 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: 584 shares; 2025Q1: 1,267 shares; 2025Q2: 1,485 shares; 2025Q3: 1,805 shares; 2025Q4: 1,888 shares; 2026Q1: 2,028 shares; 2026Q2: 9,890 shares 9,890 $869K 0.2% +7,862 Timeline PKB 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: 4,763 shares; 2024Q4: 4,818 shares; 2025Q1: 5,308 shares; 2025Q2: 6,248 shares; 2025Q3: 7,508 shares; 2025Q4: 9,147 shares; 2026Q1: 8,149 shares; 2026Q2: 7,554 shares 7,554 $846K 0.19% -595 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,385 shares; 2024Q4: 32,770 shares; 2025Q1: 29,980 shares; 2025Q2: 30,495 shares; 2025Q3: 29,080 shares; 2025Q4: 29,080 shares; 2026Q1: 29,880 shares; 2026Q2: 29,880 shares 29,880 $828K 0.19% 0 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,306 shares; 2025Q1: 11,494 shares; 2025Q2: 15,781 shares; 2025Q3: 13,412 shares; 2025Q4: 15,401 shares; 2026Q1: 15,451 shares; 2026Q2: 15,457 shares 15,457 $806K 0.18% +6 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: 1,587 shares; 2024Q4: 1,593 shares; 2025Q1: 1,620 shares; 2025Q2: 1,649 shares; 2025Q3: 1,530 shares; 2025Q4: 1,599 shares; 2026Q1: 1,622 shares; 2026Q2: 1,605 shares 1,605 $803K 0.18% -17 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: 8,470 shares; 2024Q4: 8,615 shares; 2025Q1: 8,456 shares; 2025Q2: 8,495 shares; 2025Q3: 8,188 shares; 2025Q4: 10,490 shares; 2026Q1: 9,717 shares; 2026Q2: 9,097 shares 9,097 $798K 0.18% -620 Timeline PID 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: 61,419 shares; 2024Q4: 62,422 shares; 2025Q1: 92,686 shares; 2025Q2: 73,810 shares; 2025Q3: 73,182 shares; 2025Q4: 49,185 shares; 2026Q1: 42,284 shares; 2026Q2: 35,772 shares 35,772 $794K 0.18% -6,512 Timeline CSB 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: 26,400 shares; 2024Q4: 28,022 shares; 2025Q1: 34,208 shares; 2025Q2: 35,041 shares; 2025Q3: 23,053 shares; 2025Q4: 13,696 shares; 2026Q1: 12,397 shares; 2026Q2: 11,713 shares 11,713 $768K 0.17% -684 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: 4,659 shares; 2024Q4: 4,580 shares; 2025Q1: 3,992 shares; 2025Q2: 3,815 shares; 2025Q3: 3,723 shares; 2025Q4: 4,160 shares; 2026Q1: 5,546 shares; 2026Q2: 5,381 shares 5,381 $753K 0.17% -165 Timeline FTSL 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: 47,359 shares; 2024Q4: 36,504 shares; 2025Q1: 31,609 shares; 2025Q2: 30,954 shares; 2025Q3: 26,284 shares; 2025Q4: 22,359 shares; 2026Q1: 18,605 shares; 2026Q2: 16,678 shares 16,678 $746K 0.17% -1,927 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,656 shares; 2025Q4: 4,819 shares; 2026Q1: 4,921 shares; 2026Q2: 6,353 shares 6,353 $737K 0.17% +1,432 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: 659 shares; 2024Q4: 819 shares; 2025Q1: 746 shares; 2025Q2: 662 shares; 2025Q3: 710 shares; 2025Q4: 689 shares; 2026Q1: 721 shares; 2026Q2: 6,103 shares 6,103 $729K 0.16% +5,382 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,867 shares; 2026Q2: 2,837 shares 2,837 $725K 0.16% -30 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,688 shares; 2024Q4: 1,415 shares; 2025Q1: 1,423 shares; 2025Q2: 1,449 shares; 2025Q3: 1,451 shares; 2025Q4: 1,442 shares; 2026Q1: 1,447 shares; 2026Q2: 1,574 shares 1,574 $722K 0.16% +127 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,050 shares; 2024Q4: 10,190 shares; 2025Q1: 10,344 shares; 2025Q2: 10,160 shares; 2025Q3: 10,243 shares; 2025Q4: 9,921 shares; 2026Q1: 9,997 shares; 2026Q2: 9,831 shares 9,831 $703K 0.16% -166 Timeline FMTL 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,600 shares; 2026Q1: 11,115 shares; 2026Q2: 21,363 shares 21,363 $696K 0.16% +10,248 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,038 shares; 2024Q4: 11,900 shares; 2025Q1: 10,919 shares; 2025Q2: 10,273 shares; 2025Q3: 10,042 shares; 2025Q4: 9,807 shares; 2026Q1: 9,327 shares; 2026Q2: 9,086 shares 9,086 $694K 0.16% -241 Timeline XHB 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: 2,957 shares; 2024Q4: 5,357 shares; 2025Q1: 6,976 shares; 2025Q2: 6,897 shares; 2025Q3: 7,775 shares; 2025Q4: 8,546 shares; 2026Q1: 8,431 shares; 2026Q2: 5,976 shares 5,976 $691K 0.16% -2,455 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,849 shares; 2024Q4: 17,003 shares; 2025Q1: 20,841 shares; 2025Q2: 21,956 shares; 2025Q3: 32,901 shares; 2025Q4: 39,053 shares; 2026Q1: 39,741 shares; 2026Q2: 43,516 shares 43,516 $686K 0.15% +3,775 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,702 shares; 2024Q4: 5,933 shares; 2025Q1: 5,974 shares; 2025Q2: 6,023 shares; 2025Q3: 6,064 shares; 2025Q4: 8,135 shares; 2026Q1: 7,641 shares; 2026Q2: 8,972 shares 8,972 $684K 0.15% +1,331 Timeline FDL 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: 18,577 shares; 2024Q4: 18,392 shares; 2025Q1: 14,582 shares; 2025Q2: 14,283 shares; 2025Q3: 13,284 shares; 2025Q4: 13,933 shares; 2026Q1: 14,010 shares; 2026Q2: 13,994 shares 13,994 $681K 0.15% -16 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: 643 shares; 2024Q4: 689 shares; 2025Q1: 699 shares; 2025Q2: 700 shares; 2025Q3: 704 shares; 2025Q4: 668 shares; 2026Q1: 665 shares; 2026Q2: 665 shares 665 $672K 0.15% 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: 13,270 shares; 2024Q4: 13,209 shares; 2025Q1: 15,281 shares; 2025Q2: 16,539 shares; 2025Q3: 19,828 shares; 2025Q4: 21,009 shares; 2026Q1: 20,984 shares; 2026Q2: 20,149 shares 20,149 $671K 0.15% -835 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,638 shares; 2024Q4: 52,872 shares; 2025Q1: 49,617 shares; 2025Q2: 49,714 shares; 2025Q3: 47,430 shares; 2025Q4: 44,960 shares; 2026Q1: 44,340 shares; 2026Q2: 37,473 shares 37,473 $670K 0.15% -6,867 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,063 shares; 2024Q4: 2,066 shares; 2025Q1: 2,018 shares; 2025Q2: 1,906 shares; 2025Q3: 1,960 shares; 2025Q4: 1,987 shares; 2026Q1: 2,046 shares; 2026Q2: 8,164 shares 8,164 $658K 0.15% +6,118 Timeline QTEC 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: 4,212 shares; 2024Q4: 4,133 shares; 2025Q1: 3,981 shares; 2025Q2: 3,981 shares; 2025Q3: 3,723 shares; 2025Q4: 3,593 shares; 2026Q1: 2,416 shares; 2026Q2: 1,959 shares 1,959 $656K 0.15% -457 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,792 shares; 2024Q4: 41,989 shares; 2025Q1: 42,101 shares; 2025Q2: 41,707 shares; 2025Q3: 42,023 shares; 2025Q4: 42,524 shares; 2026Q1: 42,819 shares; 2026Q2: 39,345 shares 39,345 $644K 0.15% -3,474 Timeline TDVI 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,320 shares; 2026Q2: 20,266 shares 20,266 $644K 0.14% +4,946 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,536 shares; 2024Q4: 2,666 shares; 2025Q1: 2,636 shares; 2025Q2: 2,496 shares; 2025Q3: 2,602 shares; 2025Q4: 2,616 shares; 2026Q1: 2,121 shares; 2026Q2: 2,121 shares 2,121 $643K 0.14% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,776 shares; 2024Q4: 2,301 shares; 2025Q1: 2,317 shares; 2025Q2: 2,660 shares; 2025Q3: 2,671 shares; 2025Q4: 2,650 shares; 2026Q1: 2,517 shares; 2026Q2: 2,418 shares 2,418 $630K 0.14% -99 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: 5,775 shares; 2024Q4: 5,610 shares; 2025Q1: 5,469 shares; 2025Q2: 5,695 shares; 2025Q3: 5,172 shares; 2025Q4: 5,016 shares; 2026Q1: 4,859 shares; 2026Q2: 4,862 shares 4,862 $625K 0.14% +3 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,495 shares; 2025Q4: not reported; 2026Q1: 1,382 shares; 2026Q2: 1,421 shares 1,421 $613K 0.14% +39 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,199 shares; 2024Q4: 1,121 shares; 2025Q1: 1,123 shares; 2025Q2: 1,448 shares; 2025Q3: 1,560 shares; 2025Q4: 1,608 shares; 2026Q1: 1,577 shares; 2026Q2: 1,180 shares 1,180 $601K 0.14% -397 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,345 shares; 2024Q4: 1,337 shares; 2025Q1: 1,337 shares; 2025Q2: 1,313 shares; 2025Q3: 1,316 shares; 2025Q4: 1,458 shares; 2026Q1: 1,460 shares; 2026Q2: 1,140 shares 1,140 $580K 0.13% -320 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: 1,750 shares; 2024Q4: 2,640 shares; 2025Q1: 2,774 shares; 2025Q2: 2,812 shares; 2025Q3: 1,941 shares; 2025Q4: 1,971 shares; 2026Q1: 2,109 shares; 2026Q2: 2,332 shares 2,332 $579K 0.13% +223 Timeline XISE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,059 shares; 2024Q4: 31,000 shares; 2025Q1: 30,060 shares; 2025Q2: 29,524 shares; 2025Q3: 27,958 shares; 2025Q4: 23,190 shares; 2026Q1: 21,471 shares; 2026Q2: 18,785 shares 18,785 $572K 0.13% -2,686 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,437 shares; 2026Q1: 12,005 shares; 2026Q2: 10,769 shares 10,769 $572K 0.13% -1,236 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,479 shares; 2024Q4: 3,509 shares; 2025Q1: 3,457 shares; 2025Q2: 3,462 shares; 2025Q3: 3,263 shares; 2025Q4: 3,261 shares; 2026Q1: 3,275 shares; 2026Q2: 3,096 shares 3,096 $560K 0.13% -179 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: 683 shares; 2024Q4: 695 shares; 2025Q1: 676 shares; 2025Q2: 700 shares; 2025Q3: 588 shares; 2025Q4: 582 shares; 2026Q1: 594 shares; 2026Q2: 591 shares 591 $553K 0.12% -3 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,121 shares; 2024Q4: 1,121 shares; 2025Q1: 1,496 shares; 2025Q2: 1,668 shares; 2025Q3: 1,699 shares; 2025Q4: 2,949 shares; 2026Q1: 3,040 shares; 2026Q2: 2,894 shares 2,894 $551K 0.12% -146 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,371 shares 13,371 $538K 0.12% new Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,995 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,994 shares; 2025Q3: 3,046 shares; 2025Q4: 3,048 shares; 2026Q1: 2,749 shares; 2026Q2: 2,699 shares 2,699 $532K 0.12% -50 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,964 shares; 2025Q4: 13,482 shares; 2026Q1: 11,809 shares; 2026Q2: 11,118 shares 11,118 $527K 0.12% -691 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: 698 shares; 2024Q4: 720 shares; 2025Q1: 791 shares; 2025Q2: 793 shares; 2025Q3: 1,062 shares; 2025Q4: 1,066 shares; 2026Q1: 1,077 shares; 2026Q2: 931 shares 931 $524K 0.12% -146 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,764 shares; 2024Q4: 3,954 shares; 2025Q1: 2,623 shares; 2025Q2: 2,606 shares; 2025Q3: 2,489 shares; 2025Q4: 2,497 shares; 2026Q1: 2,416 shares; 2026Q2: 2,407 shares 2,407 $512K 0.12% -9 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,050 shares; 2025Q1: 11,452 shares; 2025Q2: not reported; 2025Q3: 28,042 shares; 2025Q4: 29,522 shares; 2026Q1: 33,953 shares; 2026Q2: 34,659 shares 34,659 $503K 0.11% +706 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,757 shares; 2025Q4: 16,309 shares; 2026Q1: 20,431 shares; 2026Q2: 22,086 shares 22,086 $494K 0.11% +1,655 Timeline ADPV SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 6,412 shares; 2026Q1: 8,008 shares; 2026Q2: 10,174 shares 10,174 $492K 0.11% +2,166 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: 5,023 shares; 2024Q4: 5,024 shares; 2025Q1: 4,431 shares; 2025Q2: 4,432 shares; 2025Q3: 4,438 shares; 2025Q4: 4,333 shares; 2026Q1: 4,103 shares; 2026Q2: 4,104 shares 4,104 $488K 0.11% +1 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: 1,588 shares; 2024Q4: 1,589 shares; 2025Q1: 1,593 shares; 2025Q2: 1,574 shares; 2025Q3: 1,484 shares; 2025Q4: 1,459 shares; 2026Q1: 1,461 shares; 2026Q2: 1,376 shares 1,376 $487K 0.11% -85 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,646 shares; 2024Q4: 77,578 shares; 2025Q1: 73,070 shares; 2025Q2: 73,416 shares; 2025Q3: 70,665 shares; 2025Q4: 68,329 shares; 2026Q1: 65,015 shares; 2026Q2: 61,818 shares 61,818 $487K 0.11% -3,197 Timeline DVLU 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: 15,269 shares; 2024Q4: 15,113 shares; 2025Q1: 14,091 shares; 2025Q2: 14,095 shares; 2025Q3: 14,097 shares; 2025Q4: 13,951 shares; 2026Q1: 13,403 shares; 2026Q2: 12,247 shares 12,247 $486K 0.11% -1,156 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,671 shares; 2024Q4: 5,605 shares; 2025Q1: 5,321 shares; 2025Q2: 5,197 shares; 2025Q3: 4,352 shares; 2025Q4: 4,354 shares; 2026Q1: 4,071 shares; 2026Q2: 4,073 shares 4,073 $477K 0.11% +2 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI 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: 8,588 shares; 2026Q2: 8,588 shares 8,588 $473K 0.11% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 252 shares; 2024Q4: 252 shares; 2025Q1: 252 shares; 2025Q2: 2,409 shares; 2025Q3: 2,308 shares; 2025Q4: 2,308 shares; 2026Q1: 2,476 shares; 2026Q2: 2,476 shares 2,476 $473K 0.11% 0 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI 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: 9,240 shares; 2026Q2: 8,984 shares 8,984 $470K 0.11% -256 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,954 shares; 2024Q4: 3,714 shares; 2025Q1: 3,639 shares; 2025Q2: 3,630 shares; 2025Q3: 3,478 shares; 2025Q4: 3,386 shares; 2026Q1: 3,193 shares; 2026Q2: 3,207 shares 3,207 $459K 0.1% +14 Timeline CET CENTRAL SECS CORP More: the full row for CENTRAL SECS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,967 shares; 2024Q4: 6,920 shares; 2025Q1: 6,920 shares; 2025Q2: 7,482 shares; 2025Q3: 8,363 shares; 2025Q4: 8,704 shares; 2026Q1: 8,704 shares; 2026Q2: 8,748 shares 8,748 $459K 0.1% +44 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,679 shares; 2024Q4: 3,480 shares; 2025Q1: 3,483 shares; 2025Q2: 3,384 shares; 2025Q3: 3,233 shares; 2025Q4: 3,148 shares; 2026Q1: 3,148 shares; 2026Q2: 3,122 shares 3,122 $456K 0.1% -26 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,395 shares; 2024Q4: 1,396 shares; 2025Q1: 1,386 shares; 2025Q2: 1,341 shares; 2025Q3: 1,159 shares; 2025Q4: 1,159 shares; 2026Q1: 1,140 shares; 2026Q2: 1,062 shares 1,062 $452K 0.1% -78 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,766 shares; 2024Q4: 4,796 shares; 2025Q1: 4,779 shares; 2025Q2: 4,794 shares; 2025Q3: 4,297 shares; 2025Q4: 4,258 shares; 2026Q1: 5,286 shares; 2026Q2: 5,196 shares 5,196 $452K 0.1% -90 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,442 shares; 2024Q4: 31,730 shares; 2025Q1: 31,499 shares; 2025Q2: 31,477 shares; 2025Q3: 23,498 shares; 2025Q4: 21,462 shares; 2026Q1: 19,851 shares; 2026Q2: 19,339 shares 19,339 $442K 0.1% -512 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: 3,708 shares; 2024Q4: 3,848 shares; 2025Q1: 3,891 shares; 2025Q2: 3,517 shares; 2025Q3: 3,234 shares; 2025Q4: 2,635 shares; 2026Q1: 2,194 shares; 2026Q2: 2,359 shares 2,359 $436K 0.1% +165 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 528 shares; 2025Q3: 541 shares; 2025Q4: 541 shares; 2026Q1: 580 shares; 2026Q2: 568 shares 568 $433K 0.1% -12 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: 1,382 shares; 2024Q4: 1,387 shares; 2025Q1: 1,386 shares; 2025Q2: 1,380 shares; 2025Q3: 1,390 shares; 2025Q4: 1,439 shares; 2026Q1: 1,402 shares; 2026Q2: 1,250 shares 1,250 $429K 0.1% -152 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,014 shares; 2024Q4: 6,913 shares; 2025Q1: 6,953 shares; 2025Q2: 6,997 shares; 2025Q3: 7,016 shares; 2025Q4: 7,036 shares; 2026Q1: 7,037 shares; 2026Q2: 7,059 shares 7,059 $426K 0.1% +22 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,782 shares; 2024Q4: 3,060 shares; 2025Q1: 2,797 shares; 2025Q2: 3,242 shares; 2025Q3: 3,475 shares; 2025Q4: 3,473 shares; 2026Q1: 3,772 shares; 2026Q2: 3,303 shares 3,303 $418K 0.09% -469 Timeline XMLV 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: 6,163 shares; 2024Q4: 6,190 shares; 2025Q1: 5,906 shares; 2025Q2: 6,198 shares; 2025Q3: 6,163 shares; 2025Q4: 6,085 shares; 2026Q1: 6,210 shares; 2026Q2: 6,241 shares 6,241 $414K 0.09% +31 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,444 shares; 2024Q4: 11,846 shares; 2025Q1: 11,261 shares; 2025Q2: 11,469 shares; 2025Q3: 8,687 shares; 2025Q4: 7,256 shares; 2026Q1: 6,466 shares; 2026Q2: 5,697 shares 5,697 $414K 0.09% -769 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,301 shares; 2024Q4: 4,304 shares; 2025Q1: 4,304 shares; 2025Q2: 4,304 shares; 2025Q3: 4,254 shares; 2025Q4: 4,275 shares; 2026Q1: 4,161 shares; 2026Q2: 3,008 shares 3,008 $414K 0.09% -1,153 Timeline WWD WOODWARD INC More: the full row for WOODWARD 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: 933 shares; 2025Q4: 933 shares; 2026Q1: 933 shares; 2026Q2: 963 shares 963 $410K 0.09% +30 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: 1,713 shares; 2024Q4: 1,735 shares; 2025Q1: 1,974 shares; 2025Q2: 1,960 shares; 2025Q3: 1,961 shares; 2025Q4: 2,221 shares; 2026Q1: 2,256 shares; 2026Q2: 1,868 shares 1,868 $404K 0.09% -388 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 641 shares; 2026Q2: 556 shares 556 $402K 0.09% -85 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,927 shares; 2024Q4: 6,718 shares; 2025Q1: 6,496 shares; 2025Q2: 6,937 shares; 2025Q3: 7,040 shares; 2025Q4: 7,741 shares; 2026Q1: 7,249 shares; 2026Q2: 6,700 shares 6,700 $400K 0.09% -549 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: 4,621 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,623 shares; 2025Q3: not reported; 2025Q4: 6,255 shares; 2026Q1: 6,314 shares; 2026Q2: 6,349 shares 6,349 $399K 0.09% +35 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,699 shares; 2024Q4: 12,943 shares; 2025Q1: 12,117 shares; 2025Q2: 12,897 shares; 2025Q3: 10,615 shares; 2025Q4: 8,228 shares; 2026Q1: 9,880 shares; 2026Q2: 9,654 shares 9,654 $399K 0.09% -226 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 771 shares; 2024Q4: 771 shares; 2025Q1: 771 shares; 2025Q2: 840 shares; 2025Q3: 865 shares; 2025Q4: 949 shares; 2026Q1: 949 shares; 2026Q2: 498 shares 498 $396K 0.09% -451 Timeline FPXI 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: 4,605 shares; 2024Q4: 4,612 shares; 2025Q1: 4,579 shares; 2025Q2: 4,599 shares; 2025Q3: 4,878 shares; 2025Q4: 4,734 shares; 2026Q1: 4,737 shares; 2026Q2: 4,680 shares 4,680 $392K 0.09% -57 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: 14,550 shares; 2024Q4: 9,650 shares; 2025Q1: 9,500 shares; 2025Q2: 8,558 shares; 2025Q3: 8,172 shares; 2025Q4: 8,146 shares; 2026Q1: 7,771 shares; 2026Q2: 7,681 shares 7,681 $387K 0.09% -90 Timeline XIMR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,510 shares; 2025Q2: 14,057 shares; 2025Q3: 13,253 shares; 2025Q4: 13,464 shares; 2026Q1: 14,240 shares; 2026Q2: 12,208 shares 12,208 $384K 0.09% -2,032 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,407 shares 1,407 $383K 0.09% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,677 shares 1,677 $375K 0.08% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,592 shares; 2025Q1: 2,624 shares; 2025Q2: not reported; 2025Q3: 1,935 shares; 2025Q4: 1,935 shares; 2026Q1: 1,949 shares; 2026Q2: 2,185 shares 2,185 $371K 0.08% +236 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,677 shares 1,677 $371K 0.08% new Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI 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: 11,919 shares; 2026Q1: 11,830 shares; 2026Q2: 7,000 shares 7,000 $366K 0.08% -4,830 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 567 shares 567 $363K 0.08% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,392 shares; 2024Q4: 4,392 shares; 2025Q1: not reported; 2025Q2: 3,942 shares; 2025Q3: 3,792 shares; 2025Q4: 3,792 shares; 2026Q1: 3,492 shares; 2026Q2: 3,492 shares 3,492 $357K 0.08% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,689 shares; 2024Q4: 5,358 shares; 2025Q1: 5,410 shares; 2025Q2: 3,850 shares; 2025Q3: 3,695 shares; 2025Q4: 3,502 shares; 2026Q1: 3,517 shares; 2026Q2: 3,411 shares 3,411 $355K 0.08% -106 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,806 shares 3,806 $347K 0.08% new Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,665 shares; 2025Q1: 6,665 shares; 2025Q2: 6,565 shares; 2025Q3: 6,065 shares; 2025Q4: 6,065 shares; 2026Q1: 6,065 shares; 2026Q2: 5,915 shares 5,915 $346K 0.08% -150 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 967 shares; 2026Q2: 797 shares 797 $345K 0.08% -170 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,125 shares; 2025Q2: 3,397 shares; 2025Q3: 3,525 shares; 2025Q4: 3,298 shares; 2026Q1: 3,298 shares; 2026Q2: 3,298 shares 3,298 $343K 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: 1,704 shares; 2024Q4: 1,635 shares; 2025Q1: 1,662 shares; 2025Q2: 1,806 shares; 2025Q3: 1,069 shares; 2025Q4: 1,070 shares; 2026Q1: 1,033 shares; 2026Q2: 1,009 shares 1,009 $341K 0.08% -24 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 335 shares; 2026Q2: 285 shares 285 $335K 0.08% -50 Timeline PGF 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: 65,063 shares; 2024Q4: 58,087 shares; 2025Q1: 52,956 shares; 2025Q2: 52,637 shares; 2025Q3: 39,055 shares; 2025Q4: 33,213 shares; 2026Q1: 32,762 shares; 2026Q2: 24,301 shares 24,301 $333K 0.07% -8,461 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,127 shares; 2025Q3: 9,146 shares; 2025Q4: 11,243 shares; 2026Q1: 11,263 shares; 2026Q2: 11,187 shares 11,187 $329K 0.07% -76 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: 577 shares; 2024Q4: 632 shares; 2025Q1: 671 shares; 2025Q2: 660 shares; 2025Q3: 644 shares; 2025Q4: 639 shares; 2026Q1: 594 shares; 2026Q2: 638 shares 638 $328K 0.07% +44 Timeline UFO PROCURE ETF TRUST II More: the full row for PROCURE ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,397 shares 6,397 $324K 0.07% 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: 4,574 shares; 2024Q4: 4,508 shares; 2025Q1: 4,512 shares; 2025Q2: 4,546 shares; 2025Q3: 4,015 shares; 2025Q4: 3,800 shares; 2026Q1: 3,951 shares; 2026Q2: 3,852 shares 3,852 $320K 0.07% -99 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,384 shares; 2025Q2: 1,379 shares; 2025Q3: 1,386 shares; 2025Q4: 1,388 shares; 2026Q1: 1,391 shares; 2026Q2: 1,251 shares 1,251 $320K 0.07% -140 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 656 shares 656 $317K 0.07% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,162 shares; 2024Q4: 3,174 shares; 2025Q1: 2,409 shares; 2025Q2: 2,418 shares; 2025Q3: 2,432 shares; 2025Q4: 2,361 shares; 2026Q1: 2,324 shares; 2026Q2: 2,313 shares 2,313 $316K 0.07% -11 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: 3,960 shares; 2024Q4: 3,861 shares; 2025Q1: 3,849 shares; 2025Q2: 3,925 shares; 2025Q3: 3,864 shares; 2025Q4: 4,123 shares; 2026Q1: 3,871 shares; 2026Q2: 3,886 shares 3,886 $316K 0.07% +15 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,785 shares; 2024Q4: 7,650 shares; 2025Q1: 7,543 shares; 2025Q2: 7,583 shares; 2025Q3: 7,602 shares; 2025Q4: 7,639 shares; 2026Q1: 5,326 shares; 2026Q2: 5,347 shares 5,347 $312K 0.07% +21 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL 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: 1,089 shares; 2025Q4: 1,090 shares; 2026Q1: 1,536 shares; 2026Q2: 1,539 shares 1,539 $309K 0.07% +3 Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,011 shares; 2024Q4: 93,851 shares; 2025Q1: 71,152 shares; 2025Q2: 64,981 shares; 2025Q3: 62,485 shares; 2025Q4: 49,625 shares; 2026Q1: 40,075 shares; 2026Q2: 33,420 shares 33,420 $306K 0.07% -6,655 Timeline MTUM 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: 885 shares; 2026Q2: 885 shares 885 $304K 0.07% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,085 shares; 2024Q4: 1,097 shares; 2025Q1: 1,109 shares; 2025Q2: 1,097 shares; 2025Q3: 1,046 shares; 2025Q4: 1,263 shares; 2026Q1: 1,144 shares; 2026Q2: 1,122 shares 1,122 $303K 0.07% -22 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,635 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,571 shares; 2025Q3: 1,458 shares; 2025Q4: 1,458 shares; 2026Q1: 1,458 shares; 2026Q2: 1,458 shares 1,458 $302K 0.07% 0 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,218 shares; 2024Q4: 21,247 shares; 2025Q1: 20,762 shares; 2025Q2: 17,709 shares; 2025Q3: 14,922 shares; 2025Q4: 14,098 shares; 2026Q1: 12,032 shares; 2026Q2: 11,103 shares 11,103 $300K 0.07% -929 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 690 shares; 2025Q3: 605 shares; 2025Q4: 605 shares; 2026Q1: 605 shares; 2026Q2: 606 shares 606 $300K 0.07% +1 Timeline ROBT 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,713 shares; 2026Q2: 5,314 shares 5,314 $299K 0.07% +601 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST 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: 12,495 shares; 2026Q1: 12,508 shares; 2026Q2: 12,521 shares 12,521 $298K 0.07% +13 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171,470 shares; 2024Q4: 160,336 shares; 2025Q1: 158,619 shares; 2025Q2: 157,485 shares; 2025Q3: 144,596 shares; 2025Q4: 134,076 shares; 2026Q1: 19,907 shares; 2026Q2: 16,066 shares 16,066 $296K 0.07% -3,841 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,853 shares; 2024Q4: 27,910 shares; 2025Q1: 30,502 shares; 2025Q2: 30,117 shares; 2025Q3: 37,872 shares; 2025Q4: 38,817 shares; 2026Q1: 45,248 shares; 2026Q2: 45,622 shares 45,622 $295K 0.07% +374 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 718 shares 718 $294K 0.07% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,023 shares; 2024Q4: 3,023 shares; 2025Q1: 2,925 shares; 2025Q2: 2,613 shares; 2025Q3: 2,613 shares; 2025Q4: 2,585 shares; 2026Q1: 2,730 shares; 2026Q2: 2,730 shares 2,730 $292K 0.07% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,682 shares; 2024Q4: 4,006 shares; 2025Q1: 4,019 shares; 2025Q2: 3,831 shares; 2025Q3: 3,312 shares; 2025Q4: 2,830 shares; 2026Q1: 2,709 shares; 2026Q2: 2,572 shares 2,572 $292K 0.07% -137 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,554 shares; 2026Q1: 19,520 shares; 2026Q2: 20,993 shares 20,993 $292K 0.07% +1,473 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,390 shares; 2024Q4: 9,785 shares; 2025Q1: 9,294 shares; 2025Q2: 9,231 shares; 2025Q3: 9,367 shares; 2025Q4: 9,217 shares; 2026Q1: 9,297 shares; 2026Q2: 7,200 shares 7,200 $290K 0.07% -2,097 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,358 shares; 2025Q2: 4,490 shares; 2025Q3: 4,897 shares; 2025Q4: 4,042 shares; 2026Q1: 3,874 shares; 2026Q2: 3,736 shares 3,736 $288K 0.06% -138 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 865 shares; 2025Q3: 968 shares; 2025Q4: 968 shares; 2026Q1: 969 shares; 2026Q2: 768 shares 768 $287K 0.06% -201 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: 2,284 shares; 2024Q4: 2,123 shares; 2025Q1: 2,013 shares; 2025Q2: 1,987 shares; 2025Q3: 1,890 shares; 2025Q4: 1,907 shares; 2026Q1: 1,898 shares; 2026Q2: 1,812 shares 1,812 $284K 0.06% -86 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,227 shares 3,227 $284K 0.06% new 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: 1,654 shares; 2024Q4: 1,654 shares; 2025Q1: 1,654 shares; 2025Q2: 1,711 shares; 2025Q3: 1,725 shares; 2025Q4: 1,725 shares; 2026Q1: 1,725 shares; 2026Q2: 1,725 shares 1,725 $283K 0.06% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,176 shares; 2024Q4: 10,713 shares; 2025Q1: 10,233 shares; 2025Q2: 10,119 shares; 2025Q3: 9,640 shares; 2025Q4: 8,161 shares; 2026Q1: 7,904 shares; 2026Q2: 7,629 shares 7,629 $282K 0.06% -275 Timeline KBE 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: 3,773 shares; 2026Q1: 4,034 shares; 2026Q2: 4,126 shares 4,126 $281K 0.06% +92 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: 3,676 shares; 2024Q4: 3,683 shares; 2025Q1: 3,687 shares; 2025Q2: 3,693 shares; 2025Q3: 3,699 shares; 2025Q4: 3,742 shares; 2026Q1: 3,711 shares; 2026Q2: 3,519 shares 3,519 $278K 0.06% -192 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE 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: not reported; 2025Q3: 1,263 shares; 2025Q4: 1,171 shares; 2026Q1: 1,192 shares; 2026Q2: 1,163 shares 1,163 $278K 0.06% -29 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,993 shares; 2024Q4: 21,768 shares; 2025Q1: 20,897 shares; 2025Q2: 18,509 shares; 2025Q3: 16,378 shares; 2025Q4: 14,716 shares; 2026Q1: 14,647 shares; 2026Q2: 14,389 shares 14,389 $275K 0.06% -258 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,129 shares; 2024Q4: 5,931 shares; 2025Q1: 5,933 shares; 2025Q2: 5,937 shares; 2025Q3: 5,938 shares; 2025Q4: 5,632 shares; 2026Q1: 5,632 shares; 2026Q2: 5,632 shares 5,632 $274K 0.06% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,856 shares 2,856 $273K 0.06% 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: 4,180 shares; 2024Q4: 3,930 shares; 2025Q1: 3,602 shares; 2025Q2: 3,564 shares; 2025Q3: 2,714 shares; 2025Q4: 3,679 shares; 2026Q1: 3,340 shares; 2026Q2: 2,811 shares 2,811 $271K 0.06% -529 Timeline PGX 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: 58,244 shares; 2024Q4: 55,038 shares; 2025Q1: 49,727 shares; 2025Q2: 42,742 shares; 2025Q3: 39,817 shares; 2025Q4: 35,212 shares; 2026Q1: 25,448 shares; 2026Q2: 24,759 shares 24,759 $268K 0.06% -689 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: 994 shares; 2024Q4: 998 shares; 2025Q1: 1,006 shares; 2025Q2: 997 shares; 2025Q3: not reported; 2025Q4: 1,011 shares; 2026Q1: 1,003 shares; 2026Q2: 986 shares 986 $268K 0.06% -17 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,256 shares; 2024Q4: 7,258 shares; 2025Q1: 7,231 shares; 2025Q2: 7,236 shares; 2025Q3: 7,232 shares; 2025Q4: 6,147 shares; 2026Q1: 6,149 shares; 2026Q2: 6,042 shares 6,042 $268K 0.06% -107 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: 1,193 shares; 2024Q4: 1,515 shares; 2025Q1: 1,664 shares; 2025Q2: 1,674 shares; 2025Q3: 1,181 shares; 2025Q4: 1,186 shares; 2026Q1: 1,094 shares; 2026Q2: 1,095 shares 1,095 $266K 0.06% +1 Timeline ETG EATON VANCE TX ADV GLBL DIV More: the full row for EATON VANCE TX ADV GLBL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,672 shares; 2025Q3: 10,408 shares; 2025Q4: 10,990 shares; 2026Q1: 11,075 shares; 2026Q2: 11,157 shares 11,157 $263K 0.06% +82 Timeline STNE STONECO LTD More: the full row for STONECO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,600 shares; 2024Q4: 33,030 shares; 2025Q1: 32,730 shares; 2025Q2: 32,230 shares; 2025Q3: 28,130 shares; 2025Q4: 26,580 shares; 2026Q1: 26,580 shares; 2026Q2: 23,560 shares 23,560 $255K 0.06% -3,020 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: 6,623 shares; 2024Q4: 6,650 shares; 2025Q1: 5,475 shares; 2025Q2: 5,490 shares; 2025Q3: 4,517 shares; 2025Q4: 4,522 shares; 2026Q1: 4,139 shares; 2026Q2: 4,155 shares 4,155 $253K 0.06% +16 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES 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: 633 shares; 2026Q2: 634 shares 634 $252K 0.06% +1 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: 2,253 shares; 2024Q4: 2,253 shares; 2025Q1: 2,253 shares; 2025Q2: 2,253 shares; 2025Q3: 2,253 shares; 2025Q4: 2,253 shares; 2026Q1: 2,253 shares; 2026Q2: 2,253 shares 2,253 $248K 0.06% 0 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: 8,148 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,257 shares; 2025Q4: 8,990 shares; 2026Q1: 10,326 shares; 2026Q2: 10,265 shares 10,265 $247K 0.06% -61 Timeline NUE NUCOR CORP More: the full row for NUCOR 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: 1,288 shares; 2026Q1: 1,243 shares; 2026Q2: 1,108 shares 1,108 $247K 0.06% -135 Timeline HDV 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: 1,670 shares; 2025Q2: 1,770 shares; 2025Q3: 1,750 shares; 2025Q4: 1,907 shares; 2026Q1: 1,811 shares; 2026Q2: 8,966 shares 8,966 $246K 0.06% +7,155 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,459 shares 1,459 $245K 0.06% new Timeline FIW 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: 2,311 shares; 2024Q4: 2,311 shares; 2025Q1: 2,311 shares; 2025Q2: 2,196 shares; 2025Q3: 2,196 shares; 2025Q4: 2,196 shares; 2026Q1: 2,230 shares; 2026Q2: 2,230 shares 2,230 $244K 0.05% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,513 shares; 2025Q3: 1,570 shares; 2025Q4: 1,479 shares; 2026Q1: 1,530 shares; 2026Q2: 1,534 shares 1,534 $243K 0.05% +4 Timeline DFUS 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: 3,510 shares; 2024Q4: 3,510 shares; 2025Q1: not reported; 2025Q2: 3,260 shares; 2025Q3: 3,260 shares; 2025Q4: 3,464 shares; 2026Q1: 2,939 shares; 2026Q2: 2,939 shares 2,939 $241K 0.05% 0 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: 2,266 shares; 2024Q4: not reported; 2025Q1: 2,307 shares; 2025Q2: 2,347 shares; 2025Q3: 2,369 shares; 2025Q4: 2,520 shares; 2026Q1: 2,490 shares; 2026Q2: 2,514 shares 2,514 $241K 0.05% +24 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,000 shares; 2026Q1: 13,380 shares; 2026Q2: 13,251 shares 13,251 $237K 0.05% -129 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,689 shares; 2024Q4: 3,712 shares; 2025Q1: 3,325 shares; 2025Q2: 3,570 shares; 2025Q3: 3,896 shares; 2025Q4: 3,618 shares; 2026Q1: 3,051 shares; 2026Q2: 2,951 shares 2,951 $237K 0.05% -100 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,458 shares; 2026Q1: 4,403 shares; 2026Q2: 4,403 shares 4,403 $235K 0.05% 0 Timeline BBLU 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: 26,689 shares; 2024Q4: 26,167 shares; 2025Q1: 26,167 shares; 2025Q2: 26,167 shares; 2025Q3: 20,575 shares; 2025Q4: 17,490 shares; 2026Q1: 14,268 shares; 2026Q2: 14,268 shares 14,268 $235K 0.05% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,953 shares; 2024Q4: 4,961 shares; 2025Q1: 4,055 shares; 2025Q2: 4,062 shares; 2025Q3: 4,068 shares; 2025Q4: not reported; 2026Q1: 3,172 shares; 2026Q2: 3,161 shares 3,161 $235K 0.05% -11 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,937 shares; 2024Q4: 19,986 shares; 2025Q1: 20,237 shares; 2025Q2: 17,487 shares; 2025Q3: 13,121 shares; 2025Q4: 12,563 shares; 2026Q1: 12,408 shares; 2026Q2: 12,153 shares 12,153 $234K 0.05% -255 Timeline SPYD 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: 4,750 shares; 2024Q4: 4,774 shares; 2025Q1: 4,792 shares; 2025Q2: 4,815 shares; 2025Q3: 4,836 shares; 2025Q4: 4,861 shares; 2026Q1: 4,881 shares; 2026Q2: 4,904 shares 4,904 $234K 0.05% +23 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 reported; 2024Q4: 246 shares; 2025Q1: 243 shares; 2025Q2: 232 shares; 2025Q3: 234 shares; 2025Q4: 2,703 shares; 2026Q1: 3,419 shares; 2026Q2: 3,238 shares 3,238 $231K 0.05% -181 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR 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: 2,264 shares; 2026Q1: 2,264 shares; 2026Q2: 2,264 shares 2,264 $230K 0.05% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,706 shares; 2024Q4: 8,773 shares; 2025Q1: 8,105 shares; 2025Q2: 7,955 shares; 2025Q3: 6,928 shares; 2025Q4: 6,492 shares; 2026Q1: 5,721 shares; 2026Q2: 5,411 shares 5,411 $229K 0.05% -310 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,277 shares; 2024Q4: 1,279 shares; 2025Q1: not reported; 2025Q2: 1,281 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,035 shares 1,035 $229K 0.05% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,475 shares; 2026Q2: 1,411 shares 1,411 $228K 0.05% -64 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: 609 shares; 2024Q4: 604 shares; 2025Q1: 606 shares; 2025Q2: 492 shares; 2025Q3: 493 shares; 2025Q4: 478 shares; 2026Q1: not reported; 2026Q2: 427 shares 427 $223K 0.05% new 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: 2,642 shares; 2024Q4: 2,516 shares; 2025Q1: 2,547 shares; 2025Q2: 2,566 shares; 2025Q3: 2,468 shares; 2025Q4: 2,462 shares; 2026Q1: 2,323 shares; 2026Q2: 2,449 shares 2,449 $222K 0.05% +126 Timeline BRUN BOOST RUN INC More: the full row for BOOST RUN 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: 5,706 shares 5,706 $221K 0.05% new Timeline PFXF 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: 14,758 shares; 2024Q4: 14,493 shares; 2025Q1: 13,827 shares; 2025Q2: 13,834 shares; 2025Q3: 13,840 shares; 2025Q4: 12,795 shares; 2026Q1: 12,798 shares; 2026Q2: 12,353 shares 12,353 $220K 0.05% -445 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: not reported; 2026Q1: not reported; 2026Q2: 1,599 shares 1,599 $220K 0.05% new Timeline CHCT COMMUNITY HEALTHCARE TR INC More: the full row for COMMUNITY HEALTHCARE TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $219K 0.05% 0 Timeline PFFD 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: 48,531 shares; 2024Q4: 52,736 shares; 2025Q1: 60,842 shares; 2025Q2: 46,577 shares; 2025Q3: 40,189 shares; 2025Q4: 32,681 shares; 2026Q1: 25,324 shares; 2026Q2: 11,573 shares 11,573 $216K 0.05% -13,751 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,572 shares 5,572 $216K 0.05% new Timeline AVDV 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,080 shares; 2026Q2: 2,080 shares 2,080 $214K 0.05% 0 Timeline AVDE 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: 3,225 shares; 2024Q4: not reported; 2025Q1: 3,155 shares; 2025Q2: 3,155 shares; 2025Q3: 2,723 shares; 2025Q4: 2,643 shares; 2026Q1: 2,383 shares; 2026Q2: 2,383 shares 2,383 $213K 0.05% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,570 shares; 2024Q4: 3,834 shares; 2025Q1: 3,834 shares; 2025Q2: 3,634 shares; 2025Q3: 3,484 shares; 2025Q4: 3,844 shares; 2026Q1: 3,844 shares; 2026Q2: 3,374 shares 3,374 $210K 0.05% -470 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,076 shares; 2026Q2: 13,938 shares 13,938 $210K 0.05% +1,862 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,962 shares 1,962 $209K 0.05% new Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,128 shares 1,128 $209K 0.05% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,403 shares; 2024Q4: 4,674 shares; 2025Q1: 4,603 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,569 shares; 2026Q2: 3,580 shares 3,580 $206K 0.05% +11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,177 shares 2,177 $204K 0.05% new Timeline FPX 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: 2,706 shares; 2024Q4: 2,020 shares; 2025Q1: not reported; 2025Q2: 1,698 shares; 2025Q3: 1,408 shares; 2025Q4: 1,435 shares; 2026Q1: not reported; 2026Q2: 985 shares 985 $203K 0.05% new Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,186 shares 1,186 $203K 0.05% new 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: 2,395 shares; 2024Q4: 2,395 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,857 shares 1,857 $203K 0.05% new Timeline RYLD 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: 25,137 shares; 2024Q4: 22,612 shares; 2025Q1: 21,876 shares; 2025Q2: 21,044 shares; 2025Q3: 15,348 shares; 2025Q4: 14,078 shares; 2026Q1: 13,379 shares; 2026Q2: 12,623 shares 12,623 $202K 0.05% -756 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,264 shares 2,264 $202K 0.05% new Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,077 shares 1,077 $201K 0.05% new Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,898 shares 2,898 $201K 0.05% new Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $174K 0.04% 0 Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $171K 0.04% 0 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,604 shares 18,604 $143K 0.03% new Timeline LTRX LANTRONIX INC More: the full row for LANTRONIX 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: 24,200 shares; 2025Q4: 24,000 shares; 2026Q1: 24,000 shares; 2026Q2: 24,000 shares 24,000 $141K 0.03% 0 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 45,800 shares; 2025Q1: 44,050 shares; 2025Q2: 44,200 shares; 2025Q3: 44,200 shares; 2025Q4: 40,200 shares; 2026Q1: 39,200 shares; 2026Q2: 36,200 shares 36,200 $133K 0.03% -3,000 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,040 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,684 shares 15,684 $132K 0.03% new Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $114K 0.03% 0 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,150 shares; 2025Q3: 10,155 shares; 2025Q4: 10,168 shares; 2026Q1: 10,168 shares; 2026Q2: 10,175 shares 10,175 $107K 0.02% +7 Timeline MYO MYOMO INC More: the full row for MYOMO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,882 shares; 2024Q4: 41,882 shares; 2025Q1: 41,082 shares; 2025Q2: 42,582 shares; 2025Q3: 44,582 shares; 2025Q4: 40,082 shares; 2026Q1: 34,200 shares; 2026Q2: 39,082 shares 39,082 $40.6K 0.01% +4,882 Timeline TCPC BLACKROCK TCP CAPITAL CORP More: the full row for BLACKROCK TCP CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $40.3K 0.01% 0 Timeline