DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 528,454 shares; 2024Q4: 521,796 shares; 2025Q1: 589,138 shares; 2025Q2: 586,499 shares; 2025Q3: 619,487 shares; 2025Q4: 656,210 shares; 2026Q1: 713,055 shares; 2026Q2: 815,514 shares 815,514 $42.2M 14.01% +102,459 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 129,329 shares; 2025Q1: not reported; 2025Q2: 127,999 shares; 2025Q3: 109,468 shares; 2025Q4: 108,850 shares; 2026Q1: 1,947 shares; 2026Q2: 108,258 shares 108,258 $32.8M 10.9% +106,311 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 297,263 shares; 2025Q4: 307,508 shares; 2026Q1: 307,985 shares; 2026Q2: 321,927 shares 321,927 $31.1M 10.33% +13,942 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400,682 shares; 2025Q3: 308,347 shares; 2025Q4: 311,150 shares; 2026Q1: 312,372 shares; 2026Q2: 324,608 shares 324,608 $29M 9.63% +12,236 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,191 shares; 2024Q4: 176,666 shares; 2025Q1: 24,792 shares; 2025Q2: 22,232 shares; 2025Q3: 34,237 shares; 2025Q4: 6,878 shares; 2026Q1: 533,732 shares; 2026Q2: 500,113 shares 500,113 $25.3M 8.41% -33,619 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 273,789 shares; 2024Q4: 276,841 shares; 2025Q1: 274,498 shares; 2025Q2: 266,894 shares; 2025Q3: 229,372 shares; 2025Q4: 229,585 shares; 2026Q1: 234,126 shares; 2026Q2: 243,485 shares 243,485 $23.3M 7.74% +9,359 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 445,569 shares; 2025Q4: 449,105 shares; 2026Q1: 451,761 shares; 2026Q2: 467,994 shares 467,994 $23.1M 7.67% +16,233 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,315 shares; 2024Q4: 49,783 shares; 2025Q1: 47,673 shares; 2025Q2: 35,171 shares; 2025Q3: 30,228 shares; 2025Q4: 29,559 shares; 2026Q1: 28,960 shares; 2026Q2: 28,726 shares 28,726 $21.5M 7.15% -234 Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 497,773 shares; 2025Q4: 550,746 shares; 2026Q1: 555,403 shares; 2026Q2: 555,558 shares 555,558 $13.5M 4.47% +155 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,751 shares; 2024Q4: 25,171 shares; 2025Q1: 25,784 shares; 2025Q2: 21,040 shares; 2025Q3: 19,293 shares; 2025Q4: 18,752 shares; 2026Q1: 18,802 shares; 2026Q2: 18,414 shares 18,414 $6.81M 2.27% -388 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,097 shares; 2024Q4: 53,702 shares; 2025Q1: 54,756 shares; 2025Q2: 55,102 shares; 2025Q3: 52,175 shares; 2025Q4: 50,932 shares; 2026Q1: 49,543 shares; 2026Q2: 48,719 shares 48,719 $4.28M 1.42% -824 Timeline EAGL 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 94,398 shares; 2026Q2: 94,398 shares 94,398 $3.04M 1.01% 0 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,299 shares; 2024Q4: 7,968 shares; 2025Q1: 8,251 shares; 2025Q2: 8,315 shares; 2025Q3: 8,320 shares; 2025Q4: 8,754 shares; 2026Q1: 9,004 shares; 2026Q2: 10,416 shares 10,416 $3.01M 1% +1,412 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,540 shares; 2024Q4: 8,650 shares; 2025Q1: 9,717 shares; 2025Q2: 9,252 shares; 2025Q3: 9,503 shares; 2025Q4: 9,934 shares; 2026Q1: 10,199 shares; 2026Q2: 14,059 shares 14,059 $2.81M 0.94% +3,860 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,135 shares; 2024Q4: 52,173 shares; 2025Q1: 53,516 shares; 2025Q2: 53,579 shares; 2025Q3: 50,270 shares; 2025Q4: 48,922 shares; 2026Q1: 45,214 shares; 2026Q2: 44,171 shares 44,171 $2.23M 0.74% -1,043 Timeline BBAG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,001 shares; 2024Q4: 44,338 shares; 2025Q1: 44,941 shares; 2025Q2: 45,581 shares; 2025Q3: 46,106 shares; 2025Q4: 45,586 shares; 2026Q1: 46,358 shares; 2026Q2: 46,841 shares 46,841 $2.15M 0.72% +483 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,052 shares; 2024Q4: 26,923 shares; 2025Q1: 25,469 shares; 2025Q2: 24,897 shares; 2025Q3: 23,693 shares; 2025Q4: 23,243 shares; 2026Q1: 23,055 shares; 2026Q2: 22,088 shares 22,088 $2.13M 0.71% -967 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,571 shares; 2024Q4: 1,702 shares; 2025Q1: 1,947 shares; 2025Q2: 2,239 shares; 2025Q3: 4,185 shares; 2025Q4: 4,090 shares; 2026Q1: 5,670 shares; 2026Q2: 5,620 shares 5,620 $2.12M 0.71% -50 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,798 shares; 2024Q4: 6,733 shares; 2025Q1: 6,616 shares; 2025Q2: 6,507 shares; 2025Q3: 6,268 shares; 2025Q4: 6,130 shares; 2026Q1: 5,793 shares; 2026Q2: 5,752 shares 5,752 $1.97M 0.66% -41 Timeline BBMC J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,274 shares; 2024Q4: 13,820 shares; 2025Q1: 14,076 shares; 2025Q2: 14,202 shares; 2025Q3: 14,164 shares; 2025Q4: 13,861 shares; 2026Q1: 13,232 shares; 2026Q2: 12,870 shares 12,870 $1.64M 0.54% -362 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,489 shares; 2024Q4: 3,821 shares; 2025Q1: 3,530 shares; 2025Q2: 3,568 shares; 2025Q3: 3,676 shares; 2025Q4: 3,669 shares; 2026Q1: 4,331 shares; 2026Q2: 3,999 shares 3,999 $1.49M 0.5% -332 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,096 shares; 2024Q4: 36,096 shares; 2025Q1: 35,970 shares; 2025Q2: 36,759 shares; 2025Q3: 39,698 shares; 2025Q4: 42,266 shares; 2026Q1: 44,872 shares; 2026Q2: 48,294 shares 48,294 $1.23M 0.41% +3,422 Timeline DGAP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,422 shares 38,422 $1.17M 0.39% new Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,929 shares; 2024Q4: 3,133 shares; 2025Q1: 3,250 shares; 2025Q2: 3,468 shares; 2025Q3: 3,620 shares; 2025Q4: 3,735 shares; 2026Q1: 4,517 shares; 2026Q2: 4,864 shares 4,864 $1.16M 0.39% +347 Timeline FLIA FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,980 shares; 2024Q4: 48,304 shares; 2025Q1: 48,778 shares; 2025Q2: 49,506 shares; 2025Q3: 50,032 shares; 2025Q4: 49,613 shares; 2026Q1: 51,509 shares; 2026Q2: 51,661 shares 51,661 $1.06M 0.35% +152 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,322 shares; 2024Q4: 13,259 shares; 2025Q1: 13,259 shares; 2025Q2: 14,030 shares; 2025Q3: 13,543 shares; 2025Q4: 13,584 shares; 2026Q1: 13,565 shares; 2026Q2: 12,733 shares 12,733 $1.03M 0.34% -832 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,388 shares; 2024Q4: 1,468 shares; 2025Q1: 1,570 shares; 2025Q2: 1,625 shares; 2025Q3: 1,690 shares; 2025Q4: 2,036 shares; 2026Q1: 2,458 shares; 2026Q2: 2,491 shares 2,491 $880K 0.29% +33 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,978 shares; 2026Q2: 1,993 shares 1,993 $860K 0.29% +15 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,869 shares; 2024Q4: 2,110 shares; 2025Q1: 2,081 shares; 2025Q2: 2,030 shares; 2025Q3: 2,173 shares; 2025Q4: 2,278 shares; 2026Q1: 2,306 shares; 2026Q2: 2,377 shares 2,377 $849K 0.28% +71 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,025 shares; 2024Q4: 1,116 shares; 2025Q1: 1,120 shares; 2025Q2: 1,215 shares; 2025Q3: 1,231 shares; 2025Q4: 1,213 shares; 2026Q1: 1,372 shares; 2026Q2: 1,301 shares 1,301 $733K 0.24% -71 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 974 shares; 2024Q4: 982 shares; 2025Q1: 1,299 shares; 2025Q2: 1,211 shares; 2025Q3: 1,215 shares; 2025Q4: 1,250 shares; 2026Q1: 1,275 shares; 2026Q2: 1,673 shares 1,673 $704K 0.23% +398 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,468 shares; 2026Q1: 12,468 shares; 2026Q2: 12,468 shares 12,468 $687K 0.23% 0 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,327 shares; 2024Q4: 16,128 shares; 2025Q1: 16,128 shares; 2025Q2: 15,923 shares; 2025Q3: 16,600 shares; 2025Q4: 16,108 shares; 2026Q1: 15,680 shares; 2026Q2: 11,447 shares 11,447 $676K 0.22% -4,233 Timeline DDFL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,266 shares; 2025Q4: 37,813 shares; 2026Q1: 37,813 shares; 2026Q2: 30,266 shares 30,266 $643K 0.21% -7,547 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,612 shares; 2024Q4: 10,073 shares; 2025Q1: 10,308 shares; 2025Q2: 9,783 shares; 2025Q3: 10,327 shares; 2025Q4: 10,096 shares; 2026Q1: 9,566 shares; 2026Q2: 10,046 shares 10,046 $579K 0.19% +480 Timeline DDFJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,986 shares; 2026Q2: 27,515 shares 27,515 $544K 0.18% -471 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 452 shares 452 $522K 0.17% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,983 shares; 2024Q4: 10,515 shares; 2025Q1: 10,863 shares; 2025Q2: 10,936 shares; 2025Q3: 10,364 shares; 2025Q4: 10,058 shares; 2026Q1: 9,653 shares; 2026Q2: 9,476 shares 9,476 $491K 0.16% -177 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 66,702 shares; 2025Q2: 62,054 shares; 2025Q3: 10,618 shares; 2025Q4: 10,618 shares; 2026Q1: 10,618 shares; 2026Q2: 10,618 shares 10,618 $483K 0.16% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 425 shares; 2026Q2: 440 shares 440 $469K 0.16% +15 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 278 shares; 2024Q4: 318 shares; 2025Q1: 310 shares; 2025Q2: 324 shares; 2025Q3: 286 shares; 2025Q4: 326 shares; 2026Q1: 349 shares; 2026Q2: 387 shares 387 $465K 0.15% +38 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,152 shares; 2025Q2: 13,958 shares; 2025Q3: 16,487 shares; 2025Q4: 16,915 shares; 2026Q1: 24,562 shares; 2026Q2: 17,398 shares 17,398 $461K 0.15% -7,164 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,388 shares; 2024Q4: 13,388 shares; 2025Q1: 13,388 shares; 2025Q2: 13,388 shares; 2025Q3: 13,388 shares; 2025Q4: 13,388 shares; 2026Q1: 13,388 shares; 2026Q2: 13,388 shares 13,388 $459K 0.15% 0 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,325 shares; 2024Q4: 5,343 shares; 2025Q1: 4,052 shares; 2025Q2: 3,873 shares; 2025Q3: 4,596 shares; 2025Q4: 4,720 shares; 2026Q1: 6,798 shares; 2026Q2: 4,891 shares 4,891 $451K 0.15% -1,907 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,055 shares 2,055 $436K 0.14% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,045 shares; 2026Q2: 2,080 shares 2,080 $435K 0.14% +35 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,847 shares; 2024Q4: 1,939 shares; 2025Q1: 2,001 shares; 2025Q2: 2,368 shares; 2025Q3: 2,115 shares; 2025Q4: 2,010 shares; 2026Q1: 2,038 shares; 2026Q2: 2,367 shares 2,367 $428K 0.14% +329 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,478 shares; 2025Q4: 1,207 shares; 2026Q1: 1,647 shares; 2026Q2: 1,688 shares 1,688 $425K 0.14% +41 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 897 shares; 2024Q4: 794 shares; 2025Q1: 794 shares; 2025Q2: 818 shares; 2025Q3: 777 shares; 2025Q4: 800 shares; 2026Q1: 802 shares; 2026Q2: 848 shares 848 $424K 0.14% +46 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,771 shares; 2025Q2: not reported; 2025Q3: 1,954 shares; 2025Q4: 2,376 shares; 2026Q1: 2,932 shares; 2026Q2: 3,053 shares 3,053 $417K 0.14% +121 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,025 shares; 2025Q1: 981 shares; 2025Q2: 1,103 shares; 2025Q3: 1,123 shares; 2025Q4: 1,146 shares; 2026Q1: 1,153 shares; 2026Q2: 1,218 shares 1,218 $399K 0.13% +65 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 898 shares; 2026Q2: 917 shares 917 $391K 0.13% +19 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,391 shares; 2024Q4: 1,369 shares; 2025Q1: 1,392 shares; 2025Q2: 1,456 shares; 2025Q3: 1,480 shares; 2025Q4: 1,508 shares; 2026Q1: 1,774 shares; 2026Q2: 1,774 shares 1,774 $384K 0.13% 0 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,356 shares; 2024Q4: 21,909 shares; 2025Q1: 21,909 shares; 2025Q2: 12,418 shares; 2025Q3: 11,913 shares; 2025Q4: 10,006 shares; 2026Q1: 5,235 shares; 2026Q2: 3,602 shares 3,602 $380K 0.13% -1,633 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 630 shares 630 $366K 0.12% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,551 shares; 2026Q2: 4,568 shares 4,568 $340K 0.11% +17 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 688 shares; 2026Q2: 679 shares 679 $324K 0.11% -9 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,386 shares; 2025Q1: 2,316 shares; 2025Q2: not reported; 2025Q3: 2,103 shares; 2025Q4: 2,250 shares; 2026Q1: 2,448 shares; 2026Q2: 2,739 shares 2,739 $310K 0.1% +291 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 574 shares; 2025Q2: 598 shares; 2025Q3: 614 shares; 2025Q4: 828 shares; 2026Q1: 824 shares; 2026Q2: 878 shares 878 $301K 0.1% +54 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,495 shares; 2024Q4: 17,781 shares; 2025Q1: 16,052 shares; 2025Q2: 8,603 shares; 2025Q3: 7,195 shares; 2025Q4: 6,382 shares; 2026Q1: 6,297 shares; 2026Q2: 4,156 shares 4,156 $285K 0.09% -2,141 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 624 shares 624 $270K 0.09% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 870 shares 870 $263K 0.09% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 351 shares 351 $254K 0.08% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 981 shares; 2025Q4: 985 shares; 2026Q1: 995 shares; 2026Q2: 1,053 shares 1,053 $251K 0.08% +58 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,559 shares; 2024Q4: 1,180 shares; 2025Q1: 1,182 shares; 2025Q2: 1,182 shares; 2025Q3: 716 shares; 2025Q4: 720 shares; 2026Q1: 722 shares; 2026Q2: 724 shares 724 $249K 0.08% +2 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,751 shares; 2025Q3: 1,789 shares; 2025Q4: 1,880 shares; 2026Q1: 1,837 shares; 2026Q2: 1,949 shares 1,949 $227K 0.08% +112 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,186 shares; 2025Q2: 2,274 shares; 2025Q3: 2,284 shares; 2025Q4: not reported; 2026Q1: 2,202 shares; 2026Q2: 2,249 shares 2,249 $215K 0.07% +47 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 210 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 231 shares; 2026Q2: 228 shares 228 $214K 0.07% -3 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 565 shares 565 $211K 0.07% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 815 shares 815 $207K 0.07% new Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,031 shares; 2024Q4: 5,031 shares; 2025Q1: 5,031 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,178 shares 4,178 $201K 0.07% new Timeline VRRM VERRA MOBILITY CORP More: the full row for VERRA MOBILITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,417 shares 22,417 $95.3K 0.03% new Timeline CMPX COMPASS THERAPEUTICS INC More: the full row for COMPASS THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,528 shares; 2025Q1: 10,761 shares; 2025Q2: 10,376 shares; 2025Q3: 10,376 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,613 shares 20,613 $45.1K 0.02% new Timeline BFRG BULLFROG AI HLDGS INC More: the full row for BULLFROG AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 56,351 shares 56,351 $40K 0.01% new Timeline WTI W & T OFFSHORE INC More: the full row for W & T OFFSHORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,352 shares; 2025Q3: 11,352 shares; 2025Q4: 11,063 shares; 2026Q1: 11,063 shares; 2026Q2: 10,947 shares 10,947 $34.5K 0.01% -116 Timeline SNYR SYNERGY CHC CORP More: the full row for SYNERGY CHC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 151,840 shares 151,840 $30.1K 0.01% new Timeline ACTU ACTUATE THERAPEUTICS INC More: the full row for ACTUATE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,877 shares 12,877 $19.7K 0.01% new Timeline PROP PRAIRIE OPER CO More: the full row for PRAIRIE OPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,424 shares 26,424 $19.1K 0.01% new Timeline CTM CASTELLUM INC More: the full row for CASTELLUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,074 shares 21,074 $15.2K 0.01% new Timeline RANI RANI THERAPEUTICS HLDGS INC More: the full row for RANI THERAPEUTICS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,806 shares; 2025Q4: 16,062 shares; 2026Q1: 14,806 shares; 2026Q2: 14,806 shares 14,806 $11.3K <0.01% 0 Timeline MGRX MANGOCEUTICALS INC More: the full row for MANGOCEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,863 shares 26,863 $10.2K <0.01% new Timeline DBGI DIGITAL BRANDS GROUP INC More: the full row for DIGITAL BRANDS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,028 shares 11,028 $8.3K <0.01% new Timeline DFNS T3 DEFENSE INC More: the full row for T3 DEFENSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,692 shares 22,692 $3.88K <0.01% new Timeline BTOC ARMLOGI HOLDING CORP More: the full row for ARMLOGI HOLDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,057 shares; 2026Q2: 10,935 shares 10,935 $3.28K <0.01% -1,122 Timeline