SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 959,056 shares; 2024Q4: 2,928,601 shares; 2025Q1: 2,702,200 shares; 2025Q2: 2,641,984 shares; 2025Q3: 2,164,222 shares; 2025Q4: 2,115,264 shares; 2026Q1: 2,108,404 shares; 2026Q2: 2,205,832 shares 2,205,832 $64.9M 12.43% +97,428 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: 44,189 shares; 2024Q4: 59,266 shares; 2025Q1: 45,402 shares; 2025Q2: 48,120 shares; 2025Q3: 41,901 shares; 2025Q4: 41,253 shares; 2026Q1: 41,716 shares; 2026Q2: 41,055 shares 41,055 $30.7M 5.89% -661 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 159,448 shares; 2025Q4: 163,458 shares; 2026Q1: 144,214 shares; 2026Q2: 109,609 shares 109,609 $22.1M 4.24% -34,605 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 95,273 shares; 2026Q1: 92,636 shares; 2026Q2: 87,135 shares 87,135 $16.7M 3.2% -5,501 Timeline VNM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 346,824 shares; 2025Q4: 739,568 shares; 2026Q1: 783,876 shares; 2026Q2: 809,217 shares 809,217 $14.9M 2.86% +25,341 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 473,001 shares; 2025Q2: 422,560 shares; 2025Q3: 340,706 shares; 2025Q4: 358,587 shares; 2026Q1: 334,839 shares; 2026Q2: 353,280 shares 353,280 $14.9M 2.85% +18,441 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,221 shares; 2024Q4: 176,378 shares; 2025Q1: 172,416 shares; 2025Q2: 164,598 shares; 2025Q3: 135,379 shares; 2025Q4: 131,998 shares; 2026Q1: 132,569 shares; 2026Q2: 121,966 shares 121,966 $14.8M 2.84% -10,603 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,283 shares; 2024Q4: 21,744 shares; 2025Q1: 20,043 shares; 2025Q2: 20,306 shares; 2025Q3: 16,275 shares; 2025Q4: 16,179 shares; 2026Q1: 15,895 shares; 2026Q2: 17,138 shares 17,138 $11.8M 2.25% +1,243 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 228,941 shares; 2024Q4: 307,386 shares; 2025Q1: 322,807 shares; 2025Q2: 258,224 shares; 2025Q3: 245,030 shares; 2025Q4: 193,352 shares; 2026Q1: 195,397 shares; 2026Q2: 208,208 shares 208,208 $10.8M 2.07% +12,811 Timeline XSD 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: 33,179 shares; 2024Q4: 34,707 shares; 2025Q1: 37,115 shares; 2025Q2: 33,946 shares; 2025Q3: 25,544 shares; 2025Q4: 23,348 shares; 2026Q1: 22,683 shares; 2026Q2: 16,822 shares 16,822 $10.5M 2.01% -5,861 Timeline SMBS SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 495,315 shares; 2025Q2: 352,798 shares; 2025Q3: 352,574 shares; 2025Q4: 354,800 shares; 2026Q1: 349,688 shares; 2026Q2: 384,412 shares 384,412 $9.77M 1.87% +34,724 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,296 shares; 2025Q2: 23,604 shares; 2025Q3: 29,231 shares; 2025Q4: 59,204 shares; 2026Q1: 59,902 shares; 2026Q2: 50,306 shares 50,306 $9.58M 1.84% -9,596 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: 161,921 shares; 2024Q4: 163,717 shares; 2025Q1: 163,674 shares; 2025Q2: 203,005 shares; 2025Q3: 116,164 shares; 2025Q4: 106,269 shares; 2026Q1: 104,472 shares; 2026Q2: 105,611 shares 105,611 $9.28M 1.78% +1,139 Timeline EWP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 147,566 shares; 2026Q1: 146,732 shares; 2026Q2: 146,251 shares 146,251 $8.69M 1.66% -481 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,755 shares; 2024Q4: 25,222 shares; 2025Q1: 23,795 shares; 2025Q2: 27,112 shares; 2025Q3: 22,066 shares; 2025Q4: 18,768 shares; 2026Q1: 18,281 shares; 2026Q2: 13,467 shares 13,467 $8.63M 1.65% -4,814 Timeline EWI ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223,427 shares; 2024Q4: 270,429 shares; 2025Q1: 214,678 shares; 2025Q2: 193,588 shares; 2025Q3: 153,018 shares; 2025Q4: 146,716 shares; 2026Q1: 148,756 shares; 2026Q2: 145,167 shares 145,167 $8.6M 1.65% -3,589 Timeline SVXY PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 145,669 shares 145,669 $8.34M 1.6% new Timeline XCCC BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 213,357 shares; 2024Q4: 253,150 shares; 2025Q1: 238,622 shares; 2025Q2: 229,325 shares; 2025Q3: 195,347 shares; 2025Q4: 204,083 shares; 2026Q1: 216,506 shares; 2026Q2: 227,771 shares 227,771 $8.33M 1.59% +11,265 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: 59,803 shares; 2024Q4: 58,258 shares; 2025Q1: 75,439 shares; 2025Q2: 25,360 shares; 2025Q3: 14,110 shares; 2025Q4: 13,348 shares; 2026Q1: 24,427 shares; 2026Q2: 24,209 shares 24,209 $8.33M 1.59% -218 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,505 shares; 2025Q2: 38,321 shares; 2025Q3: 30,812 shares; 2025Q4: 34,463 shares; 2026Q1: 29,907 shares; 2026Q2: 28,012 shares 28,012 $8M 1.53% -1,895 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: 58,122 shares; 2024Q4: 51,874 shares; 2025Q1: 57,108 shares; 2025Q2: 53,861 shares; 2025Q3: 36,350 shares; 2025Q4: 38,220 shares; 2026Q1: 38,911 shares; 2026Q2: 39,193 shares 39,193 $7.84M 1.5% +282 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: 16,511 shares; 2024Q4: 18,834 shares; 2025Q1: 19,501 shares; 2025Q2: 16,022 shares; 2025Q3: 12,528 shares; 2025Q4: 13,908 shares; 2026Q1: 17,648 shares; 2026Q2: 19,388 shares 19,388 $7.23M 1.38% +1,740 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,497 shares; 2024Q4: 154,086 shares; 2025Q1: 138,417 shares; 2025Q2: 146,762 shares; 2025Q3: 144,469 shares; 2025Q4: 126,980 shares; 2026Q1: 141,313 shares; 2026Q2: 157,438 shares 157,438 $7.05M 1.35% +16,125 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 102,899 shares; 2025Q2: 107,752 shares; 2025Q3: 89,512 shares; 2025Q4: 87,183 shares; 2026Q1: 84,996 shares; 2026Q2: 83,265 shares 83,265 $6.97M 1.34% -1,731 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 241,748 shares; 2024Q4: 307,102 shares; 2025Q1: 1,123,479 shares; 2025Q2: 1,050,529 shares; 2025Q3: 652,841 shares; 2025Q4: 144,651 shares; 2026Q1: 144,417 shares; 2026Q2: 138,199 shares 138,199 $6.54M 1.25% -6,218 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: 17,965 shares; 2024Q4: 23,521 shares; 2025Q1: 29,752 shares; 2025Q2: 27,704 shares; 2025Q3: 16,934 shares; 2025Q4: 15,224 shares; 2026Q1: 15,492 shares; 2026Q2: 10,658 shares 10,658 $6.19M 1.19% -4,834 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,230 shares; 2025Q2: 111,911 shares; 2025Q3: 95,621 shares; 2025Q4: 93,254 shares; 2026Q1: 93,786 shares; 2026Q2: 80,695 shares 80,695 $6.14M 1.18% -13,091 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,267 shares; 2024Q4: 132,868 shares; 2025Q1: 135,078 shares; 2025Q2: 148,783 shares; 2025Q3: 147,771 shares; 2025Q4: 147,077 shares; 2026Q1: 149,093 shares; 2026Q2: 155,126 shares 155,126 $5.41M 1.04% +6,033 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,219 shares; 2024Q4: 23,217 shares; 2025Q1: 26,431 shares; 2025Q2: 23,756 shares; 2025Q3: 19,033 shares; 2025Q4: 22,405 shares; 2026Q1: 23,882 shares; 2026Q2: 15,251 shares 15,251 $5.41M 1.04% -8,631 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 103,058 shares; 2025Q2: 102,810 shares; 2025Q3: 88,627 shares; 2025Q4: 110,604 shares; 2026Q1: 93,828 shares; 2026Q2: 95,871 shares 95,871 $5.04M 0.96% +2,043 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,821 shares; 2024Q4: 20,723 shares; 2025Q1: 28,505 shares; 2025Q2: 25,626 shares; 2025Q3: 18,914 shares; 2025Q4: 18,495 shares; 2026Q1: 25,102 shares; 2026Q2: 18,986 shares 18,986 $4.94M 0.95% -6,116 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: 3,283 shares; 2024Q4: 9,238 shares; 2025Q1: 12,099 shares; 2025Q2: 11,329 shares; 2025Q3: 11,310 shares; 2025Q4: 10,571 shares; 2026Q1: 9,953 shares; 2026Q2: 11,723 shares 11,723 $4.93M 0.94% +1,770 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,592 shares; 2024Q4: 134,119 shares; 2025Q1: 180,060 shares; 2025Q2: 155,493 shares; 2025Q3: 138,385 shares; 2025Q4: 123,665 shares; 2026Q1: 114,161 shares; 2026Q2: 111,357 shares 111,357 $4.9M 0.94% -2,804 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: 16,628 shares; 2024Q4: 16,191 shares; 2025Q1: 17,901 shares; 2025Q2: 16,073 shares; 2025Q3: 11,253 shares; 2025Q4: 10,432 shares; 2026Q1: 9,539 shares; 2026Q2: 8,999 shares 8,999 $4.3M 0.82% -540 Timeline RWR 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: 35,400 shares; 2024Q4: 49,442 shares; 2025Q1: 25,437 shares; 2025Q2: 24,599 shares; 2025Q3: 27,826 shares; 2025Q4: 36,626 shares; 2026Q1: 37,490 shares; 2026Q2: 37,950 shares 37,950 $4.29M 0.82% +460 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: 17,505 shares; 2024Q4: 18,618 shares; 2025Q1: 19,344 shares; 2025Q2: 18,494 shares; 2025Q3: 14,826 shares; 2025Q4: 11,506 shares; 2026Q1: 12,199 shares; 2026Q2: 11,914 shares 11,914 $4.26M 0.82% -285 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,288 shares; 2025Q2: 54,628 shares; 2025Q3: 28,428 shares; 2025Q4: 25,365 shares; 2026Q1: 25,702 shares; 2026Q2: 26,357 shares 26,357 $4.18M 0.8% +655 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 189,577 shares; 2025Q2: 144,624 shares; 2025Q3: 136,338 shares; 2025Q4: 140,390 shares; 2026Q1: 141,247 shares; 2026Q2: 70,398 shares 70,398 $4.15M 0.79% -70,849 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,228 shares; 2025Q2: not reported; 2025Q3: 15,119 shares; 2025Q4: 14,344 shares; 2026Q1: 15,612 shares; 2026Q2: 15,323 shares 15,323 $3.86M 0.74% -289 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: 16,430 shares; 2024Q4: 17,216 shares; 2025Q1: 18,095 shares; 2025Q2: 17,082 shares; 2025Q3: 13,659 shares; 2025Q4: 14,174 shares; 2026Q1: 16,092 shares; 2026Q2: 15,586 shares 15,586 $3.71M 0.71% -506 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,532 shares; 2024Q4: 10,056 shares; 2025Q1: 11,283 shares; 2025Q2: 5,216 shares; 2025Q3: 5,134 shares; 2025Q4: 5,078 shares; 2026Q1: 3,806 shares; 2026Q2: 3,806 shares 3,806 $3.67M 0.7% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 344,424 shares; 2025Q3: 260,236 shares; 2025Q4: 244,223 shares; 2026Q1: 244,463 shares; 2026Q2: 248,524 shares 248,524 $3.43M 0.66% +4,061 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,738 shares; 2025Q2: 38,609 shares; 2025Q3: 34,365 shares; 2025Q4: 68,096 shares; 2026Q1: 70,473 shares; 2026Q2: 72,343 shares 72,343 $3.28M 0.63% +1,870 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,571 shares; 2024Q4: 34,380 shares; 2025Q1: 37,406 shares; 2025Q2: 35,528 shares; 2025Q3: 29,609 shares; 2025Q4: 33,607 shares; 2026Q1: 34,035 shares; 2026Q2: 38,326 shares 38,326 $3.2M 0.61% +4,291 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR 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: 14,007 shares; 2026Q2: 13,522 shares 13,522 $3.19M 0.61% -485 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,888 shares; 2024Q4: 15,364 shares; 2025Q1: 16,956 shares; 2025Q2: 16,904 shares; 2025Q3: 10,689 shares; 2025Q4: 10,492 shares; 2026Q1: 10,280 shares; 2026Q2: 13,860 shares 13,860 $3.19M 0.61% +3,580 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,777 shares; 2026Q2: 41,629 shares 41,629 $3.15M 0.6% +38,852 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 53,376 shares; 2025Q1: 59,801 shares; 2025Q2: 57,132 shares; 2025Q3: 46,494 shares; 2025Q4: 38,418 shares; 2026Q1: 38,375 shares; 2026Q2: 40,795 shares 40,795 $3.14M 0.6% +2,420 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,039 shares; 2025Q4: 10,602 shares; 2026Q1: 13,049 shares; 2026Q2: 14,232 shares 14,232 $3.11M 0.6% +1,183 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,879 shares; 2025Q3: 9,336 shares; 2025Q4: 31,510 shares; 2026Q1: 33,784 shares; 2026Q2: 36,323 shares 36,323 $3.02M 0.58% +2,539 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,867 shares; 2024Q4: 28,495 shares; 2025Q1: 29,025 shares; 2025Q2: 30,797 shares; 2025Q3: 26,771 shares; 2025Q4: 29,829 shares; 2026Q1: 25,931 shares; 2026Q2: 28,778 shares 28,778 $2.99M 0.57% +2,847 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: 12,381 shares; 2024Q4: 13,395 shares; 2025Q1: 13,295 shares; 2025Q2: 10,960 shares; 2025Q3: 10,280 shares; 2025Q4: 9,526 shares; 2026Q1: 9,353 shares; 2026Q2: 9,612 shares 9,612 $2.78M 0.53% +259 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,965 shares 6,965 $2.77M 0.53% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,212 shares 1,212 $2.76M 0.53% new Timeline MINT 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: 21,839 shares; 2024Q4: 74,932 shares; 2025Q1: 95,530 shares; 2025Q2: 73,243 shares; 2025Q3: 49,575 shares; 2025Q4: 42,777 shares; 2026Q1: 34,502 shares; 2026Q2: 25,906 shares 25,906 $2.61M 0.5% -8,596 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: 2,259 shares 2,259 $2.61M 0.5% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,883 shares; 2025Q4: 4,318 shares; 2026Q1: 3,913 shares; 2026Q2: 5,104 shares 5,104 $2.6M 0.5% +1,191 Timeline FTXL 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: 24,619 shares; 2024Q4: 25,560 shares; 2025Q1: 35,062 shares; 2025Q2: 20,159 shares; 2025Q3: 12,826 shares; 2025Q4: 12,201 shares; 2026Q1: 10,698 shares; 2026Q2: 8,248 shares 8,248 $2.35M 0.45% -2,450 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,187 shares; 2025Q3: 14,437 shares; 2025Q4: 14,444 shares; 2026Q1: 14,305 shares; 2026Q2: 11,799 shares 11,799 $2.31M 0.44% -2,506 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,341 shares; 2024Q4: 25,387 shares; 2025Q1: 26,280 shares; 2025Q2: 80,882 shares; 2025Q3: 58,342 shares; 2025Q4: 53,664 shares; 2026Q1: 50,158 shares; 2026Q2: 42,918 shares 42,918 $2.27M 0.44% -7,240 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,072 shares; 2024Q4: 85,887 shares; 2025Q1: 89,752 shares; 2025Q2: 113,506 shares; 2025Q3: 88,227 shares; 2025Q4: 80,326 shares; 2026Q1: 82,652 shares; 2026Q2: 74,350 shares 74,350 $2.15M 0.41% -8,302 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,193 shares; 2025Q3: 49,258 shares; 2025Q4: 49,844 shares; 2026Q1: 43,981 shares; 2026Q2: 39,998 shares 39,998 $1.87M 0.36% -3,983 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 89,695 shares; 2025Q3: 79,993 shares; 2025Q4: 72,464 shares; 2026Q1: 96,061 shares; 2026Q2: 78,165 shares 78,165 $1.74M 0.33% -17,896 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,228 shares; 2025Q2: 17,305 shares; 2025Q3: 12,314 shares; 2025Q4: 8,472 shares; 2026Q1: 8,421 shares; 2026Q2: 5,756 shares 5,756 $1.72M 0.33% -2,665 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,092 shares; 2024Q4: 14,697 shares; 2025Q1: 14,647 shares; 2025Q2: 55,192 shares; 2025Q3: 35,397 shares; 2025Q4: 30,698 shares; 2026Q1: 24,589 shares; 2026Q2: 18,560 shares 18,560 $1.7M 0.33% -6,029 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM 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: 1,759 shares 1,759 $1.51M 0.29% new Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 3,812 shares 3,812 $1.5M 0.29% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 129,292 shares; 2025Q2: 51,914 shares; 2025Q3: 24,784 shares; 2025Q4: 17,161 shares; 2026Q1: 20,153 shares; 2026Q2: 19,830 shares 19,830 $1.33M 0.25% -323 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,346 shares; 2025Q3: 5,259 shares; 2025Q4: 3,190 shares; 2026Q1: 5,259 shares; 2026Q2: 5,548 shares 5,548 $1.25M 0.24% +289 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 120,339 shares; 2025Q3: 103,221 shares; 2025Q4: 102,455 shares; 2026Q1: 111,250 shares; 2026Q2: 50,623 shares 50,623 $1.25M 0.24% -60,627 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,426 shares; 2024Q4: 63,397 shares; 2025Q1: 79,389 shares; 2025Q2: 60,072 shares; 2025Q3: 39,834 shares; 2025Q4: 34,809 shares; 2026Q1: 27,812 shares; 2026Q2: 21,374 shares 21,374 $1.09M 0.21% -6,438 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares; 2026Q2: 3,500 shares 3,500 $1.06M 0.2% 0 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: 918 shares; 2024Q4: 905 shares; 2025Q1: 1,164 shares; 2025Q2: 1,923 shares; 2025Q3: 1,733 shares; 2025Q4: 1,700 shares; 2026Q1: 1,533 shares; 2026Q2: 1,790 shares 1,790 $1.01M 0.19% +257 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,444 shares; 2024Q4: 16,335 shares; 2025Q1: 19,627 shares; 2025Q2: 12,298 shares; 2025Q3: 10,695 shares; 2025Q4: 11,023 shares; 2026Q1: 9,862 shares; 2026Q2: 11,763 shares 11,763 $941K 0.18% +1,901 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 80,247 shares; 2025Q2: 8,436 shares; 2025Q3: 8,933 shares; 2025Q4: 9,577 shares; 2026Q1: 9,611 shares; 2026Q2: 9,525 shares 9,525 $909K 0.17% -86 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: 876 shares; 2024Q4: 876 shares; 2025Q1: 876 shares; 2025Q2: 876 shares; 2025Q3: 876 shares; 2025Q4: 866 shares; 2026Q1: 866 shares; 2026Q2: 841 shares 841 $896K 0.17% -25 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,260 shares; 2025Q1: 12,618 shares; 2025Q2: 14,574 shares; 2025Q3: 14,569 shares; 2025Q4: 12,998 shares; 2026Q1: 13,990 shares; 2026Q2: 17,340 shares 17,340 $871K 0.17% +3,350 Timeline FTNT FORTINET INC More: the full row for FORTINET 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: 5,316 shares; 2026Q1: 6,546 shares; 2026Q2: 5,584 shares 5,584 $858K 0.16% -962 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,893 shares; 2025Q3: 5,273 shares; 2025Q4: 4,972 shares; 2026Q1: 5,287 shares; 2026Q2: 6,766 shares 6,766 $855K 0.16% +1,479 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,481 shares; 2025Q3: 2,988 shares; 2025Q4: 2,866 shares; 2026Q1: 3,371 shares; 2026Q2: 3,811 shares 3,811 $852K 0.16% +440 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,417 shares; 2024Q4: 4,157 shares; 2025Q1: 4,543 shares; 2025Q2: 13,675 shares; 2025Q3: 5,542 shares; 2025Q4: 5,714 shares; 2026Q1: 5,712 shares; 2026Q2: 5,711 shares 5,711 $847K 0.16% -1 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,914 shares; 2025Q3: 11,234 shares; 2025Q4: 10,528 shares; 2026Q1: 11,067 shares; 2026Q2: 14,065 shares 14,065 $810K 0.16% +2,998 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,812 shares; 2025Q3: 11,672 shares; 2025Q4: 11,186 shares; 2026Q1: 13,285 shares; 2026Q2: 16,235 shares 16,235 $809K 0.15% +2,950 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: 2,355 shares; 2024Q4: 2,268 shares; 2025Q1: 2,282 shares; 2025Q2: 2,332 shares; 2025Q3: 2,176 shares; 2025Q4: 2,144 shares; 2026Q1: 2,144 shares; 2026Q2: 2,274 shares 2,274 $803K 0.15% +130 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: 4,713 shares; 2024Q4: 5,278 shares; 2025Q1: 4,939 shares; 2025Q2: 3,326 shares; 2025Q3: 2,932 shares; 2025Q4: 2,770 shares; 2026Q1: 2,965 shares; 2026Q2: 3,177 shares 3,177 $799K 0.15% +212 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,130 shares; 2024Q4: 8,874 shares; 2025Q1: 8,860 shares; 2025Q2: 7,727 shares; 2025Q3: 6,259 shares; 2025Q4: 6,502 shares; 2026Q1: 5,248 shares; 2026Q2: 4,760 shares 4,760 $782K 0.15% -488 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,594 shares; 2025Q3: 6,505 shares; 2025Q4: 6,003 shares; 2026Q1: 7,015 shares; 2026Q2: 6,648 shares 6,648 $781K 0.15% -367 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,544 shares; 2024Q4: 4,770 shares; 2025Q1: 4,861 shares; 2025Q2: 5,001 shares; 2025Q3: 4,944 shares; 2025Q4: 3,513 shares; 2026Q1: 3,472 shares; 2026Q2: 8,259 shares 8,259 $781K 0.15% +4,787 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,786 shares; 2024Q4: 6,774 shares; 2025Q1: 6,486 shares; 2025Q2: 26,227 shares; 2025Q3: 24,695 shares; 2025Q4: 23,622 shares; 2026Q1: 22,475 shares; 2026Q2: 21,288 shares 21,288 $777K 0.15% -1,187 Timeline HYSA BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,016 shares; 2024Q4: not reported; 2025Q1: 12,222 shares; 2025Q2: 124,252 shares; 2025Q3: 101,635 shares; 2025Q4: 88,267 shares; 2026Q1: 64,020 shares; 2026Q2: 50,911 shares 50,911 $762K 0.15% -13,109 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,813 shares; 2024Q4: 12,166 shares; 2025Q1: 12,267 shares; 2025Q2: 9,814 shares; 2025Q3: 8,475 shares; 2025Q4: 8,568 shares; 2026Q1: 9,893 shares; 2026Q2: 11,091 shares 11,091 $757K 0.15% +1,198 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,965 shares; 2025Q3: 1,869 shares; 2025Q4: 1,670 shares; 2026Q1: 2,302 shares; 2026Q2: 2,689 shares 2,689 $756K 0.14% +387 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,064 shares; 2024Q4: 7,314 shares; 2025Q1: 7,911 shares; 2025Q2: 5,166 shares; 2025Q3: 4,509 shares; 2025Q4: 4,390 shares; 2026Q1: 4,622 shares; 2026Q2: 4,986 shares 4,986 $714K 0.14% +364 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88,203 shares; 2025Q2: 17,671 shares; 2025Q3: 24,596 shares; 2025Q4: 16,279 shares; 2026Q1: 13,795 shares; 2026Q2: 9,759 shares 9,759 $709K 0.14% -4,036 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: 5,979 shares; 2024Q4: 6,645 shares; 2025Q1: 5,970 shares; 2025Q2: 3,530 shares; 2025Q3: 3,293 shares; 2025Q4: 3,290 shares; 2026Q1: 3,413 shares; 2026Q2: 3,726 shares 3,726 $674K 0.13% +313 Timeline CME CME GROUP INC More: the full row for CME 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: 2,070 shares; 2025Q3: 1,885 shares; 2025Q4: 1,905 shares; 2026Q1: 2,162 shares; 2026Q2: 3,010 shares 3,010 $665K 0.13% +848 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: 9,643 shares; 2024Q4: 12,072 shares; 2025Q1: 11,584 shares; 2025Q2: 7,146 shares; 2025Q3: 6,445 shares; 2025Q4: 6,174 shares; 2026Q1: 6,682 shares; 2026Q2: 7,447 shares 7,447 $605K 0.12% +765 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,908 shares; 2024Q4: 21,729 shares; 2025Q1: 29,838 shares; 2025Q2: 14,809 shares; 2025Q3: 13,910 shares; 2025Q4: 10,668 shares; 2026Q1: 8,839 shares; 2026Q2: 14,758 shares 14,758 $595K 0.11% +5,919 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: 1,868 shares; 2025Q3: 1,650 shares; 2025Q4: 1,660 shares; 2026Q1: 2,081 shares; 2026Q2: 2,401 shares 2,401 $571K 0.11% +320 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,281 shares; 2024Q4: 17,254 shares; 2025Q1: 17,270 shares; 2025Q2: 9,985 shares; 2025Q3: 8,704 shares; 2025Q4: 8,440 shares; 2026Q1: 9,240 shares; 2026Q2: 10,151 shares 10,151 $550K 0.11% +911 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,323 shares; 2025Q3: 2,865 shares; 2025Q4: 2,977 shares; 2026Q1: 3,559 shares; 2026Q2: 4,321 shares 4,321 $547K 0.1% +762 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,276 shares; 2024Q4: 4,854 shares; 2025Q1: 5,785 shares; 2025Q2: 5,892 shares; 2025Q3: 5,319 shares; 2025Q4: 4,666 shares; 2026Q1: 5,730 shares; 2026Q2: 6,021 shares 6,021 $547K 0.1% +291 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,740 shares; 2025Q3: 1,282 shares; 2025Q4: 1,134 shares; 2026Q1: 1,333 shares; 2026Q2: 1,407 shares 1,407 $531K 0.1% +74 Timeline TSLL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 35,000 shares; 2025Q4: 35,000 shares; 2026Q1: 35,000 shares; 2026Q2: 36,000 shares 36,000 $510K 0.1% +1,000 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,553 shares; 2024Q4: 15,061 shares; 2025Q1: 13,325 shares; 2025Q2: 8,829 shares; 2025Q3: 7,193 shares; 2025Q4: 8,625 shares; 2026Q1: 12,046 shares; 2026Q2: 13,474 shares 13,474 $499K 0.1% +1,428 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,245 shares; 2024Q4: 6,198 shares; 2025Q1: 6,191 shares; 2025Q2: 2,709 shares; 2025Q3: 2,617 shares; 2025Q4: 2,550 shares; 2026Q1: 2,539 shares; 2026Q2: 2,526 shares 2,526 $467K 0.09% -13 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,006 shares; 2025Q2: 3,177 shares; 2025Q3: 2,543 shares; 2025Q4: 3,526 shares; 2026Q1: 3,720 shares; 2026Q2: 4,019 shares 4,019 $461K 0.09% +299 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: not reported; 2025Q1: not reported; 2025Q2: 3,734 shares; 2025Q3: 3,263 shares; 2025Q4: 3,143 shares; 2026Q1: 3,262 shares; 2026Q2: 4,042 shares 4,042 $458K 0.09% +780 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,024 shares; 2024Q4: 30,254 shares; 2025Q1: 28,502 shares; 2025Q2: 16,954 shares; 2025Q3: 14,995 shares; 2025Q4: 16,002 shares; 2026Q1: 17,043 shares; 2026Q2: 21,794 shares 21,794 $451K 0.09% +4,751 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,038 shares; 2024Q4: 16,334 shares; 2025Q1: 15,855 shares; 2025Q2: 8,984 shares; 2025Q3: 7,984 shares; 2025Q4: 8,324 shares; 2026Q1: 8,820 shares; 2026Q2: 10,477 shares 10,477 $444K 0.08% +1,657 Timeline NVDY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,405 shares; 2026Q1: 14,561 shares; 2026Q2: 35,613 shares 35,613 $443K 0.08% +21,052 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: 9,338 shares; 2024Q4: 7,739 shares; 2025Q1: 7,640 shares; 2025Q2: 8,427 shares; 2025Q3: 4,204 shares; 2025Q4: 3,704 shares; 2026Q1: 3,704 shares; 2026Q2: 3,704 shares 3,704 $432K 0.08% 0 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,171 shares; 2025Q3: 15,806 shares; 2025Q4: 14,773 shares; 2026Q1: 16,826 shares; 2026Q2: 17,436 shares 17,436 $413K 0.08% +610 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,009 shares; 2025Q3: 6,213 shares; 2025Q4: 6,072 shares; 2026Q1: 3,801 shares; 2026Q2: 4,938 shares 4,938 $408K 0.08% +1,137 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA 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: 4,663 shares; 2025Q3: 3,945 shares; 2025Q4: 4,314 shares; 2026Q1: 4,844 shares; 2026Q2: 5,602 shares 5,602 $403K 0.08% +758 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,944 shares; 2025Q3: 3,544 shares; 2025Q4: 3,383 shares; 2026Q1: 4,731 shares; 2026Q2: 5,290 shares 5,290 $401K 0.08% +559 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,397 shares; 2025Q3: 2,487 shares; 2025Q4: 2,371 shares; 2026Q1: 2,331 shares; 2026Q2: 2,742 shares 2,742 $401K 0.08% +411 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,587 shares; 2025Q3: 12,801 shares; 2025Q4: 11,243 shares; 2026Q1: 13,272 shares; 2026Q2: 14,969 shares 14,969 $395K 0.08% +1,697 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: 454 shares; 2024Q4: 350 shares; 2025Q1: 335 shares; 2025Q2: 335 shares; 2025Q3: 335 shares; 2025Q4: 329 shares; 2026Q1: 329 shares; 2026Q2: 328 shares 328 $394K 0.08% -1 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,976 shares; 2024Q4: 5,554 shares; 2025Q1: 5,342 shares; 2025Q2: 5,305 shares; 2025Q3: 4,793 shares; 2025Q4: 4,658 shares; 2026Q1: 4,993 shares; 2026Q2: 4,072 shares 4,072 $392K 0.08% -921 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,861 shares; 2025Q3: 3,872 shares; 2025Q4: 3,686 shares; 2026Q1: 2,940 shares; 2026Q2: 3,536 shares 3,536 $380K 0.07% +596 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: not reported; 2025Q2: 2,684 shares; 2025Q3: 2,320 shares; 2025Q4: 2,212 shares; 2026Q1: 2,186 shares; 2026Q2: 2,731 shares 2,731 $373K 0.07% +545 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,651 shares; 2025Q3: 9,625 shares; 2025Q4: 10,346 shares; 2026Q1: 16,069 shares; 2026Q2: 17,012 shares 17,012 $373K 0.07% +943 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,182 shares; 2024Q4: 4,325 shares; 2025Q1: 4,687 shares; 2025Q2: 1,708 shares; 2025Q3: 1,666 shares; 2025Q4: 1,587 shares; 2026Q1: 1,577 shares; 2026Q2: 1,565 shares 1,565 $373K 0.07% -12 Timeline VRSN VERISIGN INC More: the full row for VERISIGN 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: 1,410 shares; 2026Q1: 1,361 shares; 2026Q2: 1,479 shares 1,479 $372K 0.07% +118 Timeline BKLN 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: 54,783 shares; 2024Q4: 55,377 shares; 2025Q1: 67,452 shares; 2025Q2: 41,597 shares; 2025Q3: 32,262 shares; 2025Q4: 27,361 shares; 2026Q1: 23,453 shares; 2026Q2: 17,597 shares 17,597 $358K 0.07% -5,856 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,433 shares; 2025Q4: 4,433 shares; 2026Q1: 4,433 shares; 2026Q2: 4,433 shares 4,433 $358K 0.07% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,769 shares; 2025Q3: 11,478 shares; 2025Q4: 11,790 shares; 2026Q1: 14,906 shares; 2026Q2: 16,288 shares 16,288 $349K 0.07% +1,382 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,912 shares; 2025Q3: 1,565 shares; 2025Q4: 1,626 shares; 2026Q1: 1,674 shares; 2026Q2: 2,054 shares 2,054 $340K 0.07% +380 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; 2024Q3: 9,526 shares; 2024Q4: 10,884 shares; 2025Q1: 10,688 shares; 2025Q2: 3,930 shares; 2025Q3: 3,698 shares; 2025Q4: 3,129 shares; 2026Q1: 3,128 shares; 2026Q2: 3,092 shares 3,092 $333K 0.06% -36 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,574 shares; 2024Q4: 19,174 shares; 2025Q1: 24,009 shares; 2025Q2: 18,117 shares; 2025Q3: 12,041 shares; 2025Q4: 10,514 shares; 2026Q1: 8,383 shares; 2026Q2: 6,447 shares 6,447 $326K 0.06% -1,936 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,975 shares; 2025Q3: 7,942 shares; 2025Q4: 8,590 shares; 2026Q1: 5,513 shares; 2026Q2: 6,713 shares 6,713 $322K 0.06% +1,200 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: 1,869 shares; 2024Q4: 1,869 shares; 2025Q1: 1,869 shares; 2025Q2: 1,676 shares; 2025Q3: 893 shares; 2025Q4: 890 shares; 2026Q1: 890 shares; 2026Q2: 890 shares 890 $291K 0.06% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,626 shares; 2024Q4: 14,853 shares; 2025Q1: 13,930 shares; 2025Q2: 12,945 shares; 2025Q3: 12,723 shares; 2025Q4: 8,834 shares; 2026Q1: 6,892 shares; 2026Q2: 5,367 shares 5,367 $285K 0.05% -1,525 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,997 shares; 2025Q3: 1,671 shares; 2025Q4: 1,811 shares; 2026Q1: 1,473 shares; 2026Q2: 1,775 shares 1,775 $282K 0.05% +302 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,785 shares; 2024Q4: 22,976 shares; 2025Q1: 25,402 shares; 2025Q2: 11,227 shares; 2025Q3: 9,409 shares; 2025Q4: 9,269 shares; 2026Q1: 10,144 shares; 2026Q2: 11,690 shares 11,690 $282K 0.05% +1,546 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 926 shares; 2024Q4: 794 shares; 2025Q1: 1,001 shares; 2025Q2: 1,001 shares; 2025Q3: 1,001 shares; 2025Q4: 1,001 shares; 2026Q1: 695 shares; 2026Q2: 695 shares 695 $269K 0.05% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,693 shares; 2026Q2: 1,970 shares 1,970 $253K 0.05% +277 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,664 shares; 2025Q1: 3,766 shares; 2025Q2: 3,414 shares; 2025Q3: 3,185 shares; 2025Q4: 3,479 shares; 2026Q1: 3,344 shares; 2026Q2: 2,299 shares 2,299 $235K 0.04% -1,045 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 540,994 shares; 2025Q1: 504,723 shares; 2025Q2: 470,033 shares; 2025Q3: 420,350 shares; 2025Q4: 419,508 shares; 2026Q1: 443,506 shares; 2026Q2: 13,291 shares 13,291 $230K 0.04% -430,215 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,645 shares; 2024Q4: 5,581 shares; 2025Q1: 5,756 shares; 2025Q2: 1,924 shares; 2025Q3: 1,845 shares; 2025Q4: 1,650 shares; 2026Q1: 1,614 shares; 2026Q2: 1,559 shares 1,559 $227K 0.04% -55 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,727 shares; 2024Q4: 4,607 shares; 2025Q1: 4,343 shares; 2025Q2: 3,820 shares; 2025Q3: 3,141 shares; 2025Q4: 3,234 shares; 2026Q1: 3,294 shares; 2026Q2: 2,255 shares 2,255 $218K 0.04% -1,039 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 802 shares; 2025Q1: 806 shares; 2025Q2: 806 shares; 2025Q3: 804 shares; 2025Q4: 803 shares; 2026Q1: 803 shares; 2026Q2: 803 shares 803 $217K 0.04% 0 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,288 shares; 2024Q4: 1,388 shares; 2025Q1: 1,288 shares; 2025Q2: 708 shares; 2025Q3: 708 shares; 2025Q4: 655 shares; 2026Q1: 655 shares; 2026Q2: 3,275 shares 3,275 $216K 0.04% +2,620 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,375 shares; 2025Q2: 3,375 shares; 2025Q3: 3,375 shares; 2025Q4: 3,375 shares; 2026Q1: not reported; 2026Q2: 1,500 shares 1,500 $207K 0.04% new 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: 635 shares; 2025Q1: 621 shares; 2025Q2: 621 shares; 2025Q3: 597 shares; 2025Q4: 591 shares; 2026Q1: not reported; 2026Q2: 586 shares 586 $201K 0.04% new Timeline ANGX ANGEL STUDIOS INC. More: the full row for ANGEL STUDIOS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,664 shares; 2026Q1: 22,776 shares; 2026Q2: 24,017 shares 24,017 $88.1K 0.02% +1,241 Timeline