DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 292,343 shares 292,343 $22M 4.75% +33,355 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; 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; 2026Q3: 471,846 shares 471,846 $17M 3.65% +46,200 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; 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; 2026Q3: 343,331 shares 343,331 $16.7M 3.59% -621 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; 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; 2026Q3: 53,078 shares 53,078 $11.5M 2.47% +3,798 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; 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; 2026Q3: 30,421 shares 30,421 $11.4M 2.45% +1,091 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; 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; 2026Q3: 137,688 shares 137,688 $10.8M 2.32% +11,173 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 27,861 shares 27,861 $9.28M 2% -14 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; 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; 2026Q3: 157,875 shares 157,875 $8.82M 1.9% +18,775 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; 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; 2026Q3: 179,454 shares 179,454 $8.77M 1.89% +20,887 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 92,505 shares; 2026Q2: 320,777 shares; 2026Q3: 419,571 shares 419,571 $8.75M 1.89% +98,794 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; 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; 2026Q3: 11,337 shares 11,337 $8.39M 1.81% +1,078 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; 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; 2026Q3: 41,849 shares 41,849 $8.18M 1.76% +2,398 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; 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; 2026Q3: 31,915 shares 31,915 $7.95M 1.71% -119 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 33,356 shares 33,356 $7.62M 1.64% +307 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 79,448 shares; 2026Q2: 156,414 shares; 2026Q3: 171,672 shares 171,672 $6.96M 1.5% +15,258 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 31,699 shares 31,699 $6.57M 1.41% +1,509 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; 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; 2026Q3: 39,550 shares 39,550 $6.14M 1.32% +177 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; 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; 2026Q3: 126,190 shares 126,190 $5.99M 1.29% +7,672 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; 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; 2026Q3: 17,283 shares 17,283 $5.84M 1.26% +2,144 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 47,079 shares 47,079 $5.66M 1.22% -848 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; 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; 2026Q3: 36,934 shares 36,934 $5.42M 1.17% +5,518 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 15,052 shares 15,052 $5.18M 1.12% -272 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; 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; 2026Q3: 464,191 shares 464,191 $5.11M 1.1% +15,464 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; 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; 2026Q3: 130,897 shares 130,897 $4.9M 1.06% +13,886 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 51,636 shares 51,636 $4.88M 1.05% +2,064 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,063 shares 7,063 $4.74M 1.02% -17 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; 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; 2026Q3: 29,297 shares 29,297 $4.52M 0.97% +1,499 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 8,539 shares 8,539 $4.38M 0.94% -855 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; 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; 2026Q3: 155,662 shares 155,662 $4.34M 0.93% +14,632 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; 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; 2026Q3: 6,171 shares 6,171 $4.33M 0.93% +190 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 97,584 shares 97,584 $4.18M 0.9% +9,575 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; 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; 2026Q3: 82,206 shares 82,206 $4.15M 0.89% -4,247 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; 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; 2026Q3: 3,641 shares 3,641 $3.88M 0.84% -1 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; 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; 2026Q3: 161,846 shares 161,846 $3.84M 0.83% +18,802 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; 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; 2026Q3: 16,041 shares 16,041 $3.74M 0.81% +468 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; 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; 2026Q3: 9,738 shares 9,738 $3.71M 0.8% -461 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; 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; 2026Q3: 5,991 shares 5,991 $3.65M 0.79% +552 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 37,683 shares 37,683 $3.54M 0.76% +4,351 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; 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; 2026Q3: 122,208 shares 122,208 $3.4M 0.73% +6,603 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; 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; 2026Q3: 91,011 shares 91,011 $3.34M 0.72% +30,558 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 16,767 shares 16,767 $3.11M 0.67% +3,160 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; 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; 2026Q3: 5,024 shares 5,024 $3.07M 0.66% -348 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; 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; 2026Q3: 72,759 shares 72,759 $2.95M 0.64% +4,518 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; 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; 2026Q3: 83,695 shares 83,695 $2.52M 0.54% -3,134 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; 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; 2026Q3: 7,604 shares 7,604 $2.52M 0.54% -364 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; 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; 2026Q3: 13,080 shares 13,080 $2.45M 0.53% -296 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; 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; 2026Q3: 26,924 shares 26,924 $2.43M 0.52% +28 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; 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; 2026Q3: 22,954 shares 22,954 $2.37M 0.51% +7,258 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 6,650 shares 6,650 $2.34M 0.5% -20 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; 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; 2026Q3: 37,728 shares 37,728 $2.27M 0.49% +3,131 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,380 shares; 2026Q1: 8,438 shares; 2026Q2: 10,951 shares; 2026Q3: 12,748 shares 12,748 $2.13M 0.46% +1,797 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; 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; 2026Q3: 26,018 shares 26,018 $2.12M 0.46% +3,564 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; 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; 2026Q3: 12,280 shares 12,280 $2.11M 0.46% +105 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; 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; 2026Q3: 9,316 shares 9,316 $2.03M 0.44% +121 Timeline XEVTX 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; 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; 2026Q3: 72,433 shares 72,433 $2.02M 0.44% -2,221 Timeline ACYQ 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 94,709 shares 94,709 $2.01M 0.43% new 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; 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; 2026Q3: 37,027 shares 37,027 $1.98M 0.43% -147 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; 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; 2026Q3: 39,422 shares 39,422 $1.85M 0.4% -538 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; 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; 2026Q3: 10,793 shares 10,793 $1.85M 0.4% +29 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; 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; 2026Q3: 5,637 shares 5,637 $1.78M 0.38% +108 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 37,037 shares 37,037 $1.77M 0.38% -193 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 13,827 shares 13,827 $1.75M 0.38% -64 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,226 shares 2,226 $1.7M 0.37% +204 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 14,748 shares 14,748 $1.7M 0.37% +4 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; 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; 2026Q3: 23,872 shares 23,872 $1.69M 0.36% +4 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; 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; 2026Q3: 28,174 shares 28,174 $1.62M 0.35% -1,415 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; 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; 2026Q3: 64,755 shares 64,755 $1.6M 0.34% -1,343 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; 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; 2026Q3: 21,658 shares 21,658 $1.59M 0.34% -2,341 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; 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; 2026Q3: 34,972 shares 34,972 $1.55M 0.33% +5,039 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; 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; 2026Q3: 48,372 shares 48,372 $1.47M 0.32% +483 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,239 shares 4,239 $1.44M 0.31% -11 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,518 shares 5,518 $1.44M 0.31% +160 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,403 shares 5,403 $1.43M 0.31% +28 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; 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; 2026Q3: 1,207 shares 1,207 $1.4M 0.3% -39 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; 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; 2026Q3: 4,754 shares 4,754 $1.39M 0.3% -9 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; 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; 2026Q3: 21,808 shares 21,808 $1.38M 0.3% -528 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,694 shares 1,694 $1.37M 0.3% -11 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 6,699 shares 6,699 $1.37M 0.29% +154 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; 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; 2026Q3: 6,130 shares 6,130 $1.35M 0.29% +309 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; 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; 2026Q3: 22,258 shares 22,258 $1.34M 0.29% +2,000 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; 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; 2026Q3: 21,333 shares 21,333 $1.34M 0.29% -200 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; 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; 2026Q3: 9,060 shares 9,060 $1.32M 0.28% +69 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 11,701 shares 11,701 $1.31M 0.28% -268 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; 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; 2026Q3: 3,199 shares 3,199 $1.24M 0.27% +781 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; 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; 2026Q3: 21,421 shares 21,421 $1.22M 0.26% -270 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; 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; 2026Q3: 10,584 shares 10,584 $1.2M 0.26% +98 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; 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; 2026Q3: 20,953 shares 20,953 $1.2M 0.26% -1,177 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; 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; 2026Q3: 30,104 shares 30,104 $1.19M 0.26% -949 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,270 shares 7,270 $1.18M 0.25% new 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; 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; 2026Q3: 21,612 shares 21,612 $1.13M 0.24% +2,949 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; 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; 2026Q3: 17,337 shares 17,337 $1.12M 0.24% +2,670 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; 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; 2026Q3: 18,241 shares 18,241 $1.12M 0.24% -350 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; 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; 2026Q3: 58,240 shares 58,240 $1.11M 0.24% +1,345 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; 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; 2026Q3: 46,961 shares 46,961 $1.11M 0.24% -40 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,186 shares; 2026Q3: 7,294 shares 7,294 $1.1M 0.24% +6,108 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; 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; 2026Q3: 4,119 shares 4,119 $1.09M 0.23% +9 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,037 shares; 2026Q1: 35,965 shares; 2026Q2: 32,812 shares; 2026Q3: 36,317 shares 36,317 $1.06M 0.23% +3,505 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; 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; 2026Q3: 22,809 shares 22,809 $1.05M 0.23% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,946 shares 3,946 $1.05M 0.23% +106 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; 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; 2026Q3: 60,851 shares 60,851 $1.04M 0.22% -4,657 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; 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; 2026Q3: 18,295 shares 18,295 $996K 0.21% -96 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; 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; 2026Q3: 8,917 shares 8,917 $960K 0.21% -12 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; 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; 2026Q3: 17,866 shares 17,866 $960K 0.21% +74 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; 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; 2026Q3: 48,852 shares 48,852 $957K 0.21% -1,490 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; 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; 2026Q3: 2,070 shares 2,070 $944K 0.2% -32 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; 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; 2026Q3: 19,808 shares 19,808 $938K 0.2% -341 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; 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; 2026Q3: 24,517 shares 24,517 $915K 0.2% -269 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 8,544 shares 8,544 $888K 0.19% +134 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; 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; 2026Q3: 169,374 shares 169,374 $888K 0.19% -154,166 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; 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; 2026Q3: 9,550 shares 9,550 $885K 0.19% -340 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 29,665 shares 29,665 $875K 0.19% -2,162 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,104 shares 3,104 $863K 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; 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; 2026Q3: 16,817 shares 16,817 $862K 0.19% +1,360 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; 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; 2026Q3: 29,880 shares 29,880 $821K 0.18% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,305 shares 2,305 $818K 0.18% -23 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,600 shares; 2026Q1: 11,115 shares; 2026Q2: 21,363 shares; 2026Q3: 22,887 shares 22,887 $792K 0.17% +1,524 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; 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; 2026Q3: 1,585 shares 1,585 $789K 0.17% -20 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; 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; 2026Q3: 45,061 shares 45,061 $768K 0.17% +7,588 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; 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; 2026Q3: 15,539 shares 15,539 $763K 0.16% +1,545 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; 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; 2026Q3: 2,611 shares 2,611 $756K 0.16% +5 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; 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; 2026Q3: 35,115 shares 35,115 $751K 0.16% -657 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; 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; 2026Q3: 1,523 shares 1,523 $750K 0.16% -51 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,495 shares; 2025Q4: not reported; 2026Q1: 1,382 shares; 2026Q2: 1,421 shares; 2026Q3: 1,392 shares 1,392 $749K 0.16% -29 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; 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; 2026Q3: 43,237 shares 43,237 $727K 0.16% -279 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; 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; 2026Q3: 9,091 shares 9,091 $722K 0.16% +5 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; 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; 2026Q3: 9,080 shares 9,080 $712K 0.15% +916 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,386 shares 5,386 $697K 0.15% +5 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; 2024Q4: 720 shares; 2025Q1: 791 shares; 2025Q2: 793 shares; 2025Q3: 1,062 shares; 2025Q4: 1,066 shares; 2026Q1: 1,077 shares; 2026Q2: 931 shares; 2026Q3: 948 shares 948 $688K 0.15% +17 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; 2024Q4: 819 shares; 2025Q1: 746 shares; 2025Q2: 662 shares; 2025Q3: 710 shares; 2025Q4: 689 shares; 2026Q1: 721 shares; 2026Q2: 6,103 shares; 2026Q3: 5,471 shares 5,471 $688K 0.15% -632 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; 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; 2026Q3: 4,721 shares 4,721 $686K 0.15% -141 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,320 shares; 2026Q2: 20,266 shares; 2026Q3: 22,177 shares 22,177 $683K 0.15% +1,911 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; 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; 2026Q3: 10,963 shares 10,963 $674K 0.15% -750 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; 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; 2026Q3: 9,628 shares 9,628 $671K 0.14% +852 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; 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; 2026Q3: 8,842 shares 8,842 $670K 0.14% -255 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; 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; 2026Q3: 6,458 shares 6,458 $668K 0.14% +105 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; 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; 2026Q3: 14,721 shares 14,721 $656K 0.14% -1,957 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; 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; 2026Q3: 7,222 shares 7,222 $655K 0.14% -332 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,371 shares; 2026Q3: 16,509 shares 16,509 $649K 0.14% +3,138 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,867 shares; 2026Q2: 2,837 shares; 2026Q3: 4,184 shares 4,184 $643K 0.14% +1,347 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; 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; 2026Q3: 9,950 shares 9,950 $643K 0.14% +119 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; 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; 2026Q3: 1,943 shares 1,943 $641K 0.14% -16 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; 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; 2026Q3: 2,155 shares 2,155 $613K 0.13% +34 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; 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; 2026Q3: 9,564 shares 9,564 $605K 0.13% +592 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 528 shares; 2025Q3: 541 shares; 2025Q4: 541 shares; 2026Q1: 580 shares; 2026Q2: 568 shares; 2026Q3: 2,269 shares 2,269 $601K 0.13% +1,701 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; 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; 2026Q3: 1,179 shares 1,179 $601K 0.13% -1 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; 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; 2026Q3: 6,240 shares 6,240 $599K 0.13% +264 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; 2024Q4: 689 shares; 2025Q1: 699 shares; 2025Q2: 700 shares; 2025Q3: 704 shares; 2025Q4: 668 shares; 2026Q1: 665 shares; 2026Q2: 665 shares; 2026Q3: 662 shares 662 $596K 0.13% -3 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; 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; 2026Q3: 3,107 shares 3,107 $593K 0.13% +11 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; 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; 2026Q3: 2,330 shares 2,330 $592K 0.13% -2 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,437 shares; 2026Q1: 12,005 shares; 2026Q2: 10,769 shares; 2026Q3: 10,984 shares 10,984 $584K 0.13% +215 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; 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; 2026Q3: 1,169 shares 1,169 $565K 0.12% +29 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; 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; 2026Q3: 2,856 shares 2,856 $559K 0.12% -38 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; 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; 2026Q3: 39,394 shares 39,394 $532K 0.11% +49 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; 2024Q4: 695 shares; 2025Q1: 676 shares; 2025Q2: 700 shares; 2025Q3: 588 shares; 2025Q4: 582 shares; 2026Q1: 594 shares; 2026Q2: 591 shares; 2026Q3: 578 shares 578 $527K 0.11% -13 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; 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; 2026Q3: 27,762 shares 27,762 $524K 0.11% +5,676 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,699 shares 2,699 $511K 0.11% 0 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; 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; 2026Q3: 10,350 shares 10,350 $506K 0.11% -768 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; 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; 2026Q3: 4,104 shares 4,104 $505K 0.11% 0 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; 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; 2026Q3: 16,635 shares 16,635 $504K 0.11% -2,150 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; 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; 2026Q3: 3,202 shares 3,202 $497K 0.11% -5 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; 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; 2026Q3: 1,252 shares 1,252 $495K 0.11% +1 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; 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; 2026Q3: 2,362 shares 2,362 $491K 0.11% -45 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,588 shares; 2026Q2: 8,588 shares; 2026Q3: 8,588 shares 8,588 $486K 0.1% 0 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; 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; 2026Q3: 8,748 shares 8,748 $486K 0.1% 0 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 4,075 shares 4,075 $477K 0.1% +2 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; 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; 2026Q3: 12,251 shares 12,251 $474K 0.1% +4 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,240 shares; 2026Q2: 8,984 shares; 2026Q3: 8,684 shares 8,684 $465K 0.1% -300 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,268 shares 1,268 $456K 0.1% +18 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; 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; 2026Q3: 1,369 shares 1,369 $454K 0.1% -7 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; 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; 2026Q3: 2,391 shares 2,391 $453K 0.1% -85 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; 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; 2026Q3: 1,045 shares 1,045 $449K 0.1% -17 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; 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; 2026Q3: 6,358 shares 6,358 $445K 0.1% +9 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; 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; 2026Q3: 2,174 shares 2,174 $443K 0.1% -11 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,181 shares 5,181 $442K 0.1% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,412 shares; 2026Q1: 8,008 shares; 2026Q2: 10,174 shares; 2026Q3: 10,183 shares 10,183 $440K 0.09% +9 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,412 shares 3,412 $427K 0.09% +1 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,381 shares 7,381 $426K 0.09% +322 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; 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; 2026Q3: 7,016 shares 7,016 $416K 0.09% +316 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,243 shares 2,243 $413K 0.09% -116 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,775 shares 1,775 $407K 0.09% -37 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 5,716 shares 5,716 $404K 0.09% +19 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; 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; 2026Q3: 35,953 shares 35,953 $397K 0.09% +1,294 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; 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; 2026Q3: 3,008 shares 3,008 $381K 0.08% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,919 shares; 2026Q1: 11,830 shares; 2026Q2: 7,000 shares; 2026Q3: 7,000 shares 7,000 $379K 0.08% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 7,506 shares 7,506 $377K 0.08% -175 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; 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; 2026Q3: 8,061 shares 8,061 $371K 0.08% -1,593 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 8,349 shares 8,349 $367K 0.08% +720 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; 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; 2026Q3: 53,673 shares 53,673 $366K 0.08% -8,145 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; 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; 2026Q3: 5,915 shares 5,915 $356K 0.08% 0 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; 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; 2026Q3: 11,857 shares 11,857 $356K 0.08% +670 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 16,303 shares 16,303 $351K 0.08% -3,036 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; 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; 2026Q3: 3,062 shares 3,062 $349K 0.08% -241 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,713 shares; 2026Q2: 5,314 shares; 2026Q3: 5,864 shares 5,864 $347K 0.07% +550 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,860 shares 1,860 $346K 0.07% -8 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,492 shares 3,492 $346K 0.07% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,806 shares; 2026Q3: 4,445 shares 4,445 $346K 0.07% +639 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; 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; 2026Q3: 5,486 shares 5,486 $345K 0.07% -755 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 632 shares; 2025Q1: 671 shares; 2025Q2: 660 shares; 2025Q3: 644 shares; 2025Q4: 639 shares; 2026Q1: 594 shares; 2026Q2: 638 shares; 2026Q3: 623 shares 623 $344K 0.07% -15 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; 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; 2026Q3: 11,229 shares 11,229 $343K 0.07% +126 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,298 shares 3,298 $343K 0.07% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 3,892 shares 3,892 $335K 0.07% +6 Timeline ACYS 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 15,947 shares 15,947 $328K 0.07% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,677 shares; 2026Q3: 1,555 shares 1,555 $328K 0.07% -122 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 567 shares; 2026Q3: 567 shares 567 $322K 0.07% 0 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,152 shares 1,152 $319K 0.07% new 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; 2024Q4: 771 shares; 2025Q1: 771 shares; 2025Q2: 840 shares; 2025Q3: 865 shares; 2025Q4: 949 shares; 2026Q1: 949 shares; 2026Q2: 498 shares; 2026Q3: 522 shares 522 $318K 0.07% +24 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 933 shares; 2025Q4: 933 shares; 2026Q1: 933 shares; 2026Q2: 963 shares; 2026Q3: 963 shares 963 $317K 0.07% 0 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; 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; 2026Q3: 4,662 shares 4,662 $314K 0.07% -18 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; 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; 2026Q3: 6,803 shares 6,803 $312K 0.07% +1,392 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; 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; 2026Q3: 1,143 shares 1,143 $307K 0.07% -20 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 641 shares; 2026Q2: 556 shares; 2026Q3: 593 shares 593 $303K 0.07% +37 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; 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; 2026Q3: 995 shares 995 $303K 0.07% -14 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 10,583 shares 10,583 $302K 0.07% +318 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; 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; 2026Q3: 9,602 shares 9,602 $302K 0.07% -2,606 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; 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; 2026Q3: 3,738 shares 3,738 $301K 0.06% -114 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,227 shares; 2026Q3: 3,348 shares 3,348 $300K 0.06% +121 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 718 shares; 2026Q3: 718 shares 718 $299K 0.06% 0 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; 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; 2026Q3: 3,121 shares 3,121 $299K 0.06% -1 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; 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; 2026Q3: 16,086 shares 16,086 $298K 0.06% +20 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; 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; 2026Q3: 1,541 shares 1,541 $298K 0.06% +2 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; 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; 2026Q3: 1,742 shares 1,742 $293K 0.06% +208 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; 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; 2026Q3: 2,625 shares 2,625 $291K 0.06% -105 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,339 shares; 2025Q1: 9,275 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,940 shares 8,940 $291K 0.06% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,495 shares; 2026Q1: 12,508 shares; 2026Q2: 12,521 shares; 2026Q3: 12,533 shares 12,533 $290K 0.06% +12 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,725 shares 1,725 $287K 0.06% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,397 shares; 2026Q3: 6,773 shares 6,773 $287K 0.06% +376 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 865 shares; 2025Q3: 968 shares; 2025Q4: 968 shares; 2026Q1: 969 shares; 2026Q2: 768 shares; 2026Q3: 912 shares 912 $285K 0.06% +144 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; 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; 2026Q3: 22,242 shares 22,242 $283K 0.06% -2,059 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; 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; 2026Q3: 12,239 shares 12,239 $283K 0.06% +1,082 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; 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; 2026Q3: 6,977 shares 6,977 $282K 0.06% -223 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 885 shares; 2026Q2: 885 shares; 2026Q3: 886 shares 886 $281K 0.06% +1 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,110 shares; 2026Q2: not reported; 2026Q3: 1,093 shares 1,093 $279K 0.06% new 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; 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; 2026Q3: 33,849 shares 33,849 $278K 0.06% +429 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; 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; 2026Q3: 2,619 shares 2,619 $275K 0.06% -192 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; 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; 2026Q3: 5,370 shares 5,370 $274K 0.06% +23 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; 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; 2026Q3: 3,525 shares 3,525 $272K 0.06% +6 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,773 shares; 2026Q1: 4,034 shares; 2026Q2: 4,126 shares; 2026Q3: 4,301 shares 4,301 $272K 0.06% +175 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,264 shares; 2026Q1: 2,264 shares; 2026Q2: 2,264 shares; 2026Q3: 3,033 shares 3,033 $271K 0.06% +769 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,421 shares 2,421 $271K 0.06% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 335 shares; 2026Q2: 285 shares; 2026Q3: 284 shares 284 $270K 0.06% -1 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; 2024Q4: 998 shares; 2025Q1: 1,006 shares; 2025Q2: 997 shares; 2025Q3: not reported; 2025Q4: 1,011 shares; 2026Q1: 1,003 shares; 2026Q2: 986 shares; 2026Q3: 989 shares 989 $269K 0.06% +3 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; 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; 2026Q3: 3,472 shares 3,472 $267K 0.06% -264 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 690 shares; 2025Q3: 605 shares; 2025Q4: 605 shares; 2026Q1: 605 shares; 2026Q2: 606 shares; 2026Q3: 606 shares 606 $264K 0.06% 0 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; 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; 2026Q3: 5,782 shares 5,782 $263K 0.06% +150 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 633 shares; 2026Q2: 634 shares; 2026Q3: 658 shares 658 $261K 0.06% +24 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,407 shares; 2026Q3: 1,340 shares 1,340 $261K 0.06% -67 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,352 shares 2,352 $259K 0.06% +99 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,288 shares; 2026Q1: 1,243 shares; 2026Q2: 1,108 shares; 2026Q3: 1,109 shares 1,109 $259K 0.06% +1 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 1,114 shares 1,114 $257K 0.06% -8 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,554 shares; 2026Q1: 19,520 shares; 2026Q2: 20,993 shares; 2026Q3: 21,193 shares 21,193 $256K 0.06% +200 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; 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; 2026Q3: 1,105 shares 1,105 $255K 0.06% +10 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; 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; 2026Q3: 4,170 shares 4,170 $255K 0.05% +15 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; 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; 2026Q3: 41,972 shares 41,972 $253K 0.05% -3,650 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 967 shares; 2026Q2: 797 shares; 2026Q3: 769 shares 769 $253K 0.05% -28 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; 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; 2026Q3: 25,002 shares 25,002 $252K 0.05% +243 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 8,996 shares 8,996 $252K 0.05% +30 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,677 shares; 2026Q3: 1,620 shares 1,620 $251K 0.05% -57 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; 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; 2026Q3: 1,271 shares 1,271 $250K 0.05% -187 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; 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; 2026Q3: 2,381 shares 2,381 $248K 0.05% -191 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; 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; 2026Q3: 14,268 shares 14,268 $244K 0.05% 0 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; 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; 2026Q3: 2,939 shares 2,939 $244K 0.05% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 2,453 shares 2,453 $242K 0.05% +4 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,238 shares; 2025Q1: 12,581 shares; 2025Q2: 14,128 shares; 2025Q3: 11,793 shares; 2025Q4: 8,799 shares; 2026Q1: 9,535 shares; 2026Q2: not reported; 2026Q3: 9,908 shares 9,908 $242K 0.05% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,534 shares; 2025Q4: 1,620 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,630 shares 1,630 $242K 0.05% 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; 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; 2026Q3: 2,030 shares 2,030 $241K 0.05% -283 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,459 shares; 2026Q3: 1,464 shares 1,464 $239K 0.05% +5 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,796 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,819 shares 1,819 $237K 0.05% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,000 shares; 2026Q1: 13,380 shares; 2026Q2: 13,251 shares; 2026Q3: 13,286 shares 13,286 $233K 0.05% +35 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; 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; 2026Q3: 5,234 shares 5,234 $233K 0.05% -808 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,475 shares; 2026Q2: 1,411 shares; 2026Q3: 1,412 shares 1,412 $232K 0.05% +1 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 656 shares; 2026Q3: 651 shares 651 $232K 0.05% -5 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,856 shares; 2026Q3: 2,859 shares 2,859 $232K 0.05% +3 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,599 shares; 2026Q3: 1,599 shares 1,599 $227K 0.05% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 571 shares 571 $227K 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,080 shares; 2026Q2: 2,080 shares; 2026Q3: 2,074 shares 2,074 $227K 0.05% -6 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; 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; 2026Q3: 3,374 shares 3,374 $225K 0.05% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,458 shares; 2026Q1: 4,403 shares; 2026Q2: 4,403 shares; 2026Q3: 4,118 shares 4,118 $224K 0.05% -285 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 246 shares; 2025Q1: 243 shares; 2025Q2: 232 shares; 2025Q3: 234 shares; 2025Q4: 2,703 shares; 2026Q1: 3,419 shares; 2026Q2: 3,238 shares; 2026Q3: 3,219 shares 3,219 $224K 0.05% -19 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,040 shares 6,040 $224K 0.05% new 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; 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; 2026Q3: 4,926 shares 4,926 $224K 0.05% +22 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,745 shares 2,745 $223K 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; 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; 2026Q3: 14,325 shares 14,325 $222K 0.05% +1,702 Timeline STNE STONECO LTD More: the full row for STONECO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 23,510 shares 23,510 $220K 0.05% -50 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; 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; 2026Q3: 2,115 shares 2,115 $219K 0.05% -115 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; 2024Q4: 604 shares; 2025Q1: 606 shares; 2025Q2: 492 shares; 2025Q3: 493 shares; 2025Q4: 478 shares; 2026Q1: not reported; 2026Q2: 427 shares; 2026Q3: 428 shares 428 $217K 0.05% +1 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 12,304 shares 12,304 $217K 0.05% -2,085 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,279 shares; 2025Q1: not reported; 2025Q2: 1,281 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,035 shares; 2026Q3: 1,035 shares 1,035 $217K 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; 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; 2026Q3: 2,383 shares 2,383 $215K 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; 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; 2026Q3: 3,159 shares 3,159 $215K 0.05% -2 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; 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; 2026Q3: 3,383 shares 3,383 $211K 0.05% -197 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; 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; 2026Q3: 11,340 shares 11,340 $209K 0.05% -813 Timeline DFSV DFA INVT DIMENSIONS GROUP IN More: the full row for DFA INVT DIMENSIONS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,572 shares 5,572 $209K 0.04% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,570 shares; 2025Q3: 2,447 shares; 2025Q4: 2,442 shares; 2026Q1: 2,459 shares; 2026Q2: not reported; 2026Q3: 2,418 shares 2,418 $209K 0.04% new 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; 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; 2026Q3: 2,924 shares 2,924 $206K 0.04% -27 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; 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; 2026Q3: 11,399 shares 11,399 $200K 0.04% -954 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; 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; 2026Q3: 11,294 shares 11,294 $199K 0.04% -279 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; 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; 2026Q3: 12,000 shares 12,000 $185K 0.04% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,076 shares; 2026Q2: 13,938 shares; 2026Q3: 13,299 shares 13,299 $178K 0.04% -639 Timeline LTRX LANTRONIX INC More: the full row for LANTRONIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 24,000 shares 24,000 $173K 0.04% 0 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; 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; 2026Q3: 12,000 shares 12,000 $171K 0.04% 0 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; 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; 2026Q3: 12,000 shares 12,000 $170K 0.04% 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; 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; 2026Q3: 35,935 shares 35,935 $148K 0.03% -265 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,040 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,684 shares; 2026Q3: 15,684 shares 15,684 $135K 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; 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; 2026Q3: 10,182 shares 10,182 $112K 0.02% +7 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,604 shares; 2026Q3: 18,603 shares 18,603 $110K 0.02% -1 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; 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; 2026Q3: 12,000 shares 12,000 $109K 0.02% 0 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,547 shares 10,547 $63.8K 0.01% new Timeline MYO MYOMO INC More: the full row for MYOMO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q3: 39,082 shares 39,082 $61K 0.01% 0 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; 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; 2026Q3: 12,000 shares 12,000 $48K 0.01% 0 Timeline