CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 824,295 shares; 2024Q4: 829,997 shares; 2025Q1: 917,387 shares; 2025Q2: 1,029,371 shares; 2025Q3: 1,042,361 shares; 2025Q4: 1,039,294 shares; 2026Q1: 1,077,772 shares; 2026Q2: 1,113,600 shares 1,113,600 $52.6M 9.91% +35,828 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: 103,578 shares; 2024Q4: 107,294 shares; 2025Q1: 112,233 shares; 2025Q2: 120,385 shares; 2025Q3: 132,202 shares; 2025Q4: 130,913 shares; 2026Q1: 135,246 shares; 2026Q2: 137,829 shares 137,829 $41.8M 7.88% +2,583 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,241 shares; 2025Q2: 55,602 shares; 2025Q3: 487,224 shares; 2025Q4: 548,779 shares; 2026Q1: 594,609 shares; 2026Q2: 624,654 shares 624,654 $37.7M 7.1% +30,045 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 390,890 shares 390,890 $34.4M 6.48% new Timeline BRIE MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F 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: 1,010,498 shares 1,010,498 $30.6M 5.78% new 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: 16,656 shares; 2024Q4: 19,168 shares; 2025Q1: 21,777 shares; 2025Q2: 36,130 shares; 2025Q3: 45,065 shares; 2025Q4: 48,040 shares; 2026Q1: 50,787 shares; 2026Q2: 53,317 shares 53,317 $26.7M 5.03% +2,530 Timeline FMDE 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: not reported; 2025Q2: not reported; 2025Q3: 504,647 shares; 2025Q4: 559,672 shares; 2026Q1: 601,489 shares; 2026Q2: 625,634 shares 625,634 $25.4M 4.79% +24,145 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 424,275 shares 424,275 $21.6M 4.08% new Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 468,939 shares; 2025Q2: 541,004 shares; 2025Q3: 595,337 shares; 2025Q4: 645,816 shares; 2026Q1: 671,774 shares; 2026Q2: 686,102 shares 686,102 $20.2M 3.8% +14,328 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 228,637 shares; 2026Q2: 242,154 shares 242,154 $17.7M 3.33% +13,517 Timeline PPH 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: 73,972 shares; 2024Q4: 149,631 shares; 2025Q1: 174,902 shares; 2025Q2: 195,976 shares; 2025Q3: 136,899 shares; 2025Q4: 143,045 shares; 2026Q1: 148,811 shares; 2026Q2: 154,114 shares 154,114 $16.9M 3.18% +5,303 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I 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: 136,506 shares; 2025Q4: 146,550 shares; 2026Q1: 158,906 shares; 2026Q2: 165,841 shares 165,841 $13.6M 2.56% +6,935 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; 2024Q3: 503,303 shares; 2024Q4: 1,533,215 shares; 2025Q1: 1,607,111 shares; 2025Q2: 1,131,527 shares; 2025Q3: 484,373 shares; 2025Q4: 452,880 shares; 2026Q1: 428,752 shares; 2026Q2: 420,897 shares 420,897 $13.3M 2.52% -7,855 Timeline LMBS 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: 97,257 shares; 2025Q1: 98,555 shares; 2025Q2: 111,893 shares; 2025Q3: 196,199 shares; 2025Q4: 223,431 shares; 2026Q1: 252,406 shares; 2026Q2: 258,802 shares 258,802 $12.9M 2.43% +6,396 Timeline AVDS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 119,677 shares; 2026Q2: 125,642 shares 125,642 $9.46M 1.78% +5,965 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,070,951 shares; 2024Q4: 1,174,463 shares; 2025Q1: 1,217,568 shares; 2025Q2: 1,261,494 shares; 2025Q3: 1,457,043 shares; 2025Q4: 428,572 shares; 2026Q1: 390,884 shares; 2026Q2: 369,414 shares 369,414 $8.23M 1.55% -21,470 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,011 shares; 2024Q4: 27,475 shares; 2025Q1: 26,429 shares; 2025Q2: 26,501 shares; 2025Q3: 26,146 shares; 2025Q4: 26,256 shares; 2026Q1: 25,654 shares; 2026Q2: 25,255 shares 25,255 $7.31M 1.38% -399 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 536,064 shares; 2024Q4: 548,340 shares; 2025Q1: 492,942 shares; 2025Q2: 518,397 shares; 2025Q3: 157,609 shares; 2025Q4: 148,161 shares; 2026Q1: 140,570 shares; 2026Q2: 136,491 shares 136,491 $6.4M 1.21% -4,079 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 658,323 shares; 2024Q4: 762,208 shares; 2025Q1: 824,341 shares; 2025Q2: 863,024 shares; 2025Q3: 436,430 shares; 2025Q4: 445,203 shares; 2026Q1: 455,046 shares; 2026Q2: 278,397 shares 278,397 $5.37M 1.01% -176,649 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,789 shares; 2024Q4: 157,175 shares; 2025Q1: 199,733 shares; 2025Q2: 224,089 shares; 2025Q3: 56,814 shares; 2025Q4: 50,833 shares; 2026Q1: 48,091 shares; 2026Q2: 46,918 shares 46,918 $5.3M 1% -1,173 Timeline SCHE 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: 357,859 shares; 2024Q4: 375,430 shares; 2025Q1: 429,011 shares; 2025Q2: 409,084 shares; 2025Q3: 425,130 shares; 2025Q4: 428,583 shares; 2026Q1: 147,688 shares; 2026Q2: 142,657 shares 142,657 $5.17M 0.98% -5,031 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 353,162 shares; 2024Q4: 372,065 shares; 2025Q1: 355,156 shares; 2025Q2: 351,001 shares; 2025Q3: 107,359 shares; 2025Q4: 96,638 shares; 2026Q1: 89,990 shares; 2026Q2: 88,838 shares 88,838 $4.65M 0.88% -1,152 Timeline HYS 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: 13,960 shares; 2024Q4: 16,229 shares; 2025Q1: 17,987 shares; 2025Q2: 19,823 shares; 2025Q3: 21,579 shares; 2025Q4: 23,600 shares; 2026Q1: 26,190 shares; 2026Q2: 47,925 shares 47,925 $4.48M 0.85% +21,735 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: 18,582 shares; 2024Q4: 18,993 shares; 2025Q1: 19,264 shares; 2025Q2: 19,707 shares; 2025Q3: 20,282 shares; 2025Q4: 20,364 shares; 2026Q1: 20,590 shares; 2026Q2: 22,091 shares 22,091 $4.42M 0.83% +1,501 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,266 shares; 2024Q4: 4,616 shares; 2025Q1: 4,761 shares; 2025Q2: 5,053 shares; 2025Q3: 5,022 shares; 2025Q4: 6,181 shares; 2026Q1: 5,931 shares; 2026Q2: 5,092 shares 5,092 $3.75M 0.71% -839 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: 5,304 shares; 2024Q4: 5,419 shares; 2025Q1: 5,428 shares; 2025Q2: 5,316 shares; 2025Q3: 5,396 shares; 2025Q4: 5,407 shares; 2026Q1: 5,404 shares; 2026Q2: 5,649 shares 5,649 $3.28M 0.62% +245 Timeline JPIB 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: 340,877 shares; 2024Q4: 92,728 shares; 2025Q1: 90,460 shares; 2025Q2: 77,520 shares; 2025Q3: 71,937 shares; 2025Q4: 71,189 shares; 2026Q1: 67,573 shares; 2026Q2: 65,231 shares 65,231 $3.15M 0.59% -2,342 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: 20,583 shares; 2024Q4: 20,790 shares; 2025Q1: 21,272 shares; 2025Q2: 21,140 shares; 2025Q3: 21,286 shares; 2025Q4: 21,382 shares; 2026Q1: 21,963 shares; 2026Q2: 22,406 shares 22,406 $3.06M 0.58% +443 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: 10,024 shares; 2024Q4: 9,304 shares; 2025Q1: 9,572 shares; 2025Q2: 10,250 shares; 2025Q3: 10,697 shares; 2025Q4: 10,908 shares; 2026Q1: 11,847 shares; 2026Q2: 12,451 shares 12,451 $2.97M 0.56% +604 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: 2,565 shares; 2024Q4: 2,614 shares; 2025Q1: 2,615 shares; 2025Q2: 2,502 shares; 2025Q3: 3,035 shares; 2025Q4: 4,001 shares; 2026Q1: 4,315 shares; 2026Q2: 4,305 shares 4,305 $2.96M 0.56% -10 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: 12,101 shares; 2024Q4: 22,224 shares; 2025Q1: 45,393 shares; 2025Q2: 62,414 shares; 2025Q3: 68,809 shares; 2025Q4: 51,725 shares; 2026Q1: 53,101 shares; 2026Q2: 56,637 shares 56,637 $2.86M 0.54% +3,536 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: 5,837 shares; 2024Q4: 5,967 shares; 2025Q1: 6,229 shares; 2025Q2: 6,403 shares; 2025Q3: 6,612 shares; 2025Q4: 6,651 shares; 2026Q1: 7,096 shares; 2026Q2: 7,627 shares 7,627 $2.85M 0.54% +531 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: 20,121 shares; 2024Q4: 20,256 shares; 2025Q1: 21,761 shares; 2025Q2: 22,526 shares; 2025Q3: 22,706 shares; 2025Q4: 22,714 shares; 2026Q1: 22,409 shares; 2026Q2: 23,981 shares 23,981 $2.72M 0.51% +1,572 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,340 shares; 2024Q4: 31,391 shares; 2025Q1: 24,965 shares; 2025Q2: 22,735 shares; 2025Q3: 22,427 shares; 2025Q4: 40,590 shares; 2026Q1: 83,881 shares; 2026Q2: 105,998 shares 105,998 $2.66M 0.5% +22,117 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: 1,369 shares; 2025Q4: 1,392 shares; 2026Q1: 1,833 shares; 2026Q2: 2,240 shares 2,240 $2.59M 0.49% +407 Timeline SCHZ 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: 29,150 shares; 2024Q4: 62,111 shares; 2025Q1: 60,843 shares; 2025Q2: 63,474 shares; 2025Q3: 71,083 shares; 2025Q4: 77,207 shares; 2026Q1: 85,625 shares; 2026Q2: 90,885 shares 90,885 $2.1M 0.4% +5,260 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,130 shares; 2024Q4: 15,504 shares; 2025Q1: 15,337 shares; 2025Q2: 17,028 shares; 2025Q3: 17,984 shares; 2025Q4: 19,141 shares; 2026Q1: 20,936 shares; 2026Q2: 19,195 shares 19,195 $1.67M 0.31% -1,741 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,204 shares; 2024Q4: 94,870 shares; 2025Q1: 44,171 shares; 2025Q2: 38,353 shares; 2025Q3: 36,047 shares; 2025Q4: 34,777 shares; 2026Q1: 33,672 shares; 2026Q2: 33,590 shares 33,590 $1.66M 0.31% -82 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: 38,750 shares; 2024Q4: 13,943 shares; 2025Q1: 13,672 shares; 2025Q2: 11,321 shares; 2025Q3: 9,657 shares; 2025Q4: 9,527 shares; 2026Q1: 9,150 shares; 2026Q2: 9,208 shares 9,208 $1.46M 0.28% +58 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,541 shares; 2024Q4: 14,892 shares; 2025Q1: 14,284 shares; 2025Q2: 14,988 shares; 2025Q3: 15,105 shares; 2025Q4: 14,968 shares; 2026Q1: 15,151 shares; 2026Q2: 20,208 shares 20,208 $1.44M 0.27% +5,057 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: 1,544 shares; 2024Q4: 1,576 shares; 2025Q1: 1,734 shares; 2025Q2: 1,706 shares; 2025Q3: 1,774 shares; 2025Q4: 1,683 shares; 2026Q1: 2,333 shares; 2026Q2: 3,772 shares 3,772 $1.33M 0.25% +1,439 Timeline SCHM 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: 12,243 shares; 2024Q4: 36,573 shares; 2025Q1: 36,769 shares; 2025Q2: 36,567 shares; 2025Q3: 35,267 shares; 2025Q4: 35,372 shares; 2026Q1: 35,313 shares; 2026Q2: 35,276 shares 35,276 $1.3M 0.25% -37 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 822 shares; 2024Q4: 837 shares; 2025Q1: 794 shares; 2025Q2: 604 shares; 2025Q3: 607 shares; 2025Q4: 1,242 shares; 2026Q1: 1,008 shares; 2026Q2: 1,710 shares 1,710 $1.28M 0.24% +702 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: 1,069 shares; 2025Q3: 1,121 shares; 2025Q4: 1,127 shares; 2026Q1: 1,176 shares; 2026Q2: 1,173 shares 1,173 $1.25M 0.24% -3 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: 16,151 shares; 2025Q4: 21,567 shares; 2026Q1: 22,940 shares; 2026Q2: 24,223 shares 24,223 $1.19M 0.23% +1,283 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,038 shares; 2024Q4: 1,910 shares; 2025Q1: 2,847 shares; 2025Q2: 3,124 shares; 2025Q3: 2,162 shares; 2025Q4: 2,155 shares; 2026Q1: 2,532 shares; 2026Q2: 2,749 shares 2,749 $1.16M 0.22% +217 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: 2,282 shares; 2024Q4: 2,282 shares; 2025Q1: 2,283 shares; 2025Q2: 2,119 shares; 2025Q3: 2,221 shares; 2025Q4: 2,527 shares; 2026Q1: 2,295 shares; 2026Q2: 3,071 shares 3,071 $1.14M 0.21% +776 Timeline BUFZ 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: 9,455 shares; 2025Q2: 9,958 shares; 2025Q3: 18,385 shares; 2025Q4: 25,500 shares; 2026Q1: 30,929 shares; 2026Q2: 40,365 shares 40,365 $1.13M 0.21% +9,436 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,089 shares; 2024Q4: 9,104 shares; 2025Q1: 20,495 shares; 2025Q2: 20,011 shares; 2025Q3: 19,986 shares; 2025Q4: 19,527 shares; 2026Q1: 19,592 shares; 2026Q2: 19,579 shares 19,579 $1.09M 0.21% -13 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,703 shares; 2024Q4: 20,065 shares; 2025Q1: 20,159 shares; 2025Q2: 19,910 shares; 2025Q3: 19,180 shares; 2025Q4: 18,730 shares; 2026Q1: 11,987 shares; 2026Q2: 12,493 shares 12,493 $1.08M 0.2% +506 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,452 shares; 2025Q3: 1,693 shares; 2025Q4: 1,708 shares; 2026Q1: 2,178 shares; 2026Q2: 2,822 shares 2,822 $1.01M 0.19% +644 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: 1,732 shares; 2024Q4: 1,760 shares; 2025Q1: 1,813 shares; 2025Q2: 1,788 shares; 2025Q3: 1,902 shares; 2025Q4: 1,698 shares; 2026Q1: 1,743 shares; 2026Q2: 1,789 shares 1,789 $1.01M 0.19% +46 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,680 shares; 2024Q4: 2,681 shares; 2025Q1: 2,745 shares; 2025Q2: 2,955 shares; 2025Q3: 3,047 shares; 2025Q4: 3,035 shares; 2026Q1: 3,054 shares; 2026Q2: 12,249 shares 12,249 $987K 0.19% +9,195 Timeline MISL 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: 14,729 shares; 2024Q4: 18,876 shares; 2025Q1: 18,546 shares; 2025Q2: 19,116 shares; 2025Q3: 20,511 shares; 2025Q4: 20,517 shares; 2026Q1: 20,769 shares; 2026Q2: 21,345 shares 21,345 $977K 0.18% +576 Timeline JMST 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: 46,412 shares; 2024Q4: 53,832 shares; 2025Q1: 53,090 shares; 2025Q2: 44,790 shares; 2025Q3: 43,760 shares; 2025Q4: 41,973 shares; 2026Q1: 30,160 shares; 2026Q2: 18,739 shares 18,739 $956K 0.18% -11,421 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: 19,100 shares; 2024Q4: 17,664 shares; 2025Q1: 16,542 shares; 2025Q2: 16,600 shares; 2025Q3: 16,363 shares; 2025Q4: 15,933 shares; 2026Q1: 16,070 shares; 2026Q2: 16,336 shares 16,336 $942K 0.18% +266 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,199 shares; 2024Q4: 1,254 shares; 2025Q1: 1,243 shares; 2025Q2: 1,422 shares; 2025Q3: 1,425 shares; 2025Q4: 1,420 shares; 2026Q1: 1,424 shares; 2026Q2: 1,432 shares 1,432 $909K 0.17% +8 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41,425 shares 41,425 $861K 0.16% 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: 2,864 shares; 2024Q4: 2,671 shares; 2025Q1: 2,960 shares; 2025Q2: 3,023 shares; 2025Q3: 3,053 shares; 2025Q4: 3,070 shares; 2026Q1: 3,201 shares; 2026Q2: 3,345 shares 3,345 $850K 0.16% +144 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: 1,946 shares; 2025Q2: 1,110 shares; 2025Q3: 1,427 shares; 2025Q4: 1,399 shares; 2026Q1: 1,496 shares; 2026Q2: 1,675 shares 1,675 $800K 0.15% +179 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,938 shares; 2024Q4: 4,943 shares; 2025Q1: 4,978 shares; 2025Q2: 4,965 shares; 2025Q3: 4,977 shares; 2025Q4: 4,980 shares; 2026Q1: 4,907 shares; 2026Q2: 4,909 shares 4,909 $795K 0.15% +2 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,349 shares; 2025Q4: 3,348 shares; 2026Q1: 3,496 shares; 2026Q2: 3,498 shares 3,498 $779K 0.15% +2 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,334 shares; 2024Q4: 15,380 shares; 2025Q1: 17,852 shares; 2025Q2: 17,760 shares; 2025Q3: 17,760 shares; 2025Q4: 18,116 shares; 2026Q1: 22,178 shares; 2026Q2: 20,215 shares 20,215 $738K 0.14% -1,963 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 584 shares; 2025Q3: 587 shares; 2025Q4: 586 shares; 2026Q1: 589 shares; 2026Q2: 622 shares 622 $731K 0.14% +33 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,889 shares; 2024Q4: 8,900 shares; 2025Q1: 7,846 shares; 2025Q2: 7,858 shares; 2025Q3: 7,868 shares; 2025Q4: 7,834 shares; 2026Q1: 7,467 shares; 2026Q2: 7,481 shares 7,481 $721K 0.14% +14 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: not reported; 2025Q3: 1,640 shares; 2025Q4: 1,416 shares; 2026Q1: 3,372 shares; 2026Q2: 6,168 shares 6,168 $720K 0.14% +2,796 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: 1,384 shares; 2024Q4: 1,429 shares; 2025Q1: 1,627 shares; 2025Q2: 1,611 shares; 2025Q3: 1,716 shares; 2025Q4: 1,716 shares; 2026Q1: 1,720 shares; 2026Q2: 2,192 shares 2,192 $717K 0.14% +472 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,118 shares; 2024Q4: 10,174 shares; 2025Q1: 10,618 shares; 2025Q2: 11,282 shares; 2025Q3: 11,153 shares; 2025Q4: 11,453 shares; 2026Q1: 12,294 shares; 2026Q2: 12,331 shares 12,331 $703K 0.13% +37 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: not reported; 2025Q3: 787 shares; 2025Q4: 960 shares; 2026Q1: 977 shares; 2026Q2: 1,817 shares 1,817 $686K 0.13% +840 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: 251 shares; 2024Q4: 265 shares; 2025Q1: 295 shares; 2025Q2: 299 shares; 2025Q3: 409 shares; 2025Q4: 433 shares; 2026Q1: 468 shares; 2026Q2: 571 shares 571 $685K 0.13% +103 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,669 shares; 2024Q4: 1,709 shares; 2025Q1: 1,711 shares; 2025Q2: 1,684 shares; 2025Q3: 1,685 shares; 2025Q4: 3,417 shares; 2026Q1: 3,373 shares; 2026Q2: 3,588 shares 3,588 $684K 0.13% +215 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,557 shares; 2024Q4: 1,424 shares; 2025Q1: 1,337 shares; 2025Q2: 1,307 shares; 2025Q3: 1,318 shares; 2025Q4: 1,594 shares; 2026Q1: 1,789 shares; 2026Q2: 1,801 shares 1,801 $663K 0.13% +12 Timeline AVLV 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: 4,438 shares; 2024Q4: 5,432 shares; 2025Q1: 4,340 shares; 2025Q2: 4,359 shares; 2025Q3: 4,369 shares; 2025Q4: 4,386 shares; 2026Q1: 4,398 shares; 2026Q2: 7,261 shares 7,261 $662K 0.12% +2,863 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,392 shares; 2024Q4: 7,149 shares; 2025Q1: 4,369 shares; 2025Q2: 3,198 shares; 2025Q3: 3,083 shares; 2025Q4: 2,998 shares; 2026Q1: 3,060 shares; 2026Q2: 4,842 shares 4,842 $656K 0.12% +1,782 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,018 shares; 2026Q1: 24,547 shares; 2026Q2: 27,180 shares 27,180 $648K 0.12% +2,633 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,875 shares; 2024Q4: 1,954 shares; 2025Q1: 1,954 shares; 2025Q2: 1,904 shares; 2025Q3: 1,935 shares; 2025Q4: 1,904 shares; 2026Q1: 1,957 shares; 2026Q2: 2,050 shares 2,050 $621K 0.12% +93 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: 2,204 shares; 2024Q4: 2,439 shares; 2025Q1: 2,282 shares; 2025Q2: 2,416 shares; 2025Q3: 2,838 shares; 2025Q4: 2,748 shares; 2026Q1: 2,694 shares; 2026Q2: 2,748 shares 2,748 $595K 0.11% +54 Timeline FTXN 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: 7,456 shares; 2024Q4: 8,322 shares; 2025Q1: 8,370 shares; 2025Q2: 9,357 shares; 2025Q3: 9,416 shares; 2025Q4: 9,489 shares; 2026Q1: 16,180 shares; 2026Q2: 16,524 shares 16,524 $552K 0.1% +344 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: not reported; 2025Q4: not reported; 2026Q1: 1,820 shares; 2026Q2: 1,822 shares 1,822 $552K 0.1% +2 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: 247 shares; 2025Q2: 328 shares; 2025Q3: 323 shares; 2025Q4: 335 shares; 2026Q1: 357 shares; 2026Q2: 588 shares 588 $550K 0.1% +231 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,515 shares 4,515 $529K 0.1% new Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,866 shares; 2024Q4: 11,078 shares; 2025Q1: 8,228 shares; 2025Q2: 12,064 shares; 2025Q3: 12,113 shares; 2025Q4: 12,251 shares; 2026Q1: 12,251 shares; 2026Q2: 12,251 shares 12,251 $519K 0.1% 0 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,563 shares; 2026Q2: 14,165 shares 14,165 $515K 0.1% +4,602 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: 1,514 shares; 2024Q4: 1,522 shares; 2025Q1: 1,802 shares; 2025Q2: 1,827 shares; 2025Q3: 1,805 shares; 2025Q4: 1,809 shares; 2026Q1: 1,926 shares; 2026Q2: 1,930 shares 1,930 $486K 0.09% +4 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,624 shares 1,624 $484K 0.09% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,211 shares; 2024Q4: 2,215 shares; 2025Q1: 2,228 shares; 2025Q2: 2,220 shares; 2025Q3: 2,229 shares; 2025Q4: 2,202 shares; 2026Q1: 2,277 shares; 2026Q2: 2,182 shares 2,182 $481K 0.09% -95 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,936 shares; 2024Q4: 1,936 shares; 2025Q1: 1,936 shares; 2025Q2: 1,957 shares; 2025Q3: 1,936 shares; 2025Q4: 1,936 shares; 2026Q1: 1,955 shares; 2026Q2: 1,955 shares 1,955 $475K 0.09% 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: 3,050 shares; 2024Q4: 3,034 shares; 2025Q1: 3,086 shares; 2025Q2: 3,395 shares; 2025Q3: 3,475 shares; 2025Q4: 3,498 shares; 2026Q1: 3,615 shares; 2026Q2: 3,627 shares 3,627 $466K 0.09% +12 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,132 shares; 2026Q2: 2,178 shares 2,178 $463K 0.09% +1,046 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,080 shares; 2024Q4: 10,172 shares; 2025Q1: 10,208 shares; 2025Q2: 10,141 shares; 2025Q3: 10,178 shares; 2025Q4: 9,882 shares; 2026Q1: 9,915 shares; 2026Q2: 9,942 shares 9,942 $458K 0.09% +27 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,651 shares 2,651 $453K 0.09% new Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 934 shares 934 $451K 0.09% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,360 shares; 2026Q2: 1,298 shares 1,298 $443K 0.08% -62 Timeline JPME 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: 4,566 shares; 2024Q4: 4,017 shares; 2025Q1: 3,954 shares; 2025Q2: 3,955 shares; 2025Q3: 3,909 shares; 2025Q4: 3,538 shares; 2026Q1: 3,530 shares; 2026Q2: 3,536 shares 3,536 $439K 0.08% +6 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: 1,986 shares; 2024Q4: 1,962 shares; 2025Q1: 1,856 shares; 2025Q2: 1,822 shares; 2025Q3: 1,790 shares; 2025Q4: 2,158 shares; 2026Q1: 2,625 shares; 2026Q2: 2,637 shares 2,637 $437K 0.08% +12 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,708 shares; 2024Q4: 3,691 shares; 2025Q1: 3,488 shares; 2025Q2: 3,199 shares; 2025Q3: 3,048 shares; 2025Q4: 2,987 shares; 2026Q1: 2,802 shares; 2026Q2: 2,814 shares 2,814 $428K 0.08% +12 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: 4,763 shares; 2024Q4: 14,336 shares; 2025Q1: 14,354 shares; 2025Q2: 14,354 shares; 2025Q3: 14,336 shares; 2025Q4: 15,067 shares; 2026Q1: 14,689 shares; 2026Q2: 14,690 shares 14,690 $425K 0.08% +1 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 555 shares; 2024Q4: 513 shares; 2025Q1: 483 shares; 2025Q2: 468 shares; 2025Q3: 468 shares; 2025Q4: 468 shares; 2026Q1: 447 shares; 2026Q2: 3,490 shares 3,490 $417K 0.08% +3,043 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,959 shares; 2024Q4: 1,970 shares; 2025Q1: 1,869 shares; 2025Q2: 1,872 shares; 2025Q3: 1,874 shares; 2025Q4: 1,878 shares; 2026Q1: 1,880 shares; 2026Q2: 1,877 shares 1,877 $412K 0.08% -3 Timeline BUFD 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: 10,946 shares; 2025Q4: 19,436 shares; 2026Q1: 17,348 shares; 2026Q2: 13,748 shares 13,748 $409K 0.08% -3,600 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 587 shares; 2024Q4: 599 shares; 2025Q1: 628 shares; 2025Q2: 608 shares; 2025Q3: 617 shares; 2025Q4: 577 shares; 2026Q1: 619 shares; 2026Q2: 783 shares 783 $399K 0.08% +164 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: 4,959 shares; 2024Q4: 4,991 shares; 2025Q1: 4,668 shares; 2025Q2: 5,080 shares; 2025Q3: 4,977 shares; 2025Q4: 5,085 shares; 2026Q1: 4,961 shares; 2026Q2: 4,888 shares 4,888 $397K 0.07% -73 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 548 shares 548 $395K 0.07% new Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,075 shares; 2025Q1: 5,633 shares; 2025Q2: 7,517 shares; 2025Q3: 9,914 shares; 2025Q4: 11,031 shares; 2026Q1: 11,184 shares; 2026Q2: 11,588 shares 11,588 $369K 0.07% +404 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,700 shares; 2024Q4: 10,808 shares; 2025Q1: 10,819 shares; 2025Q2: 10,834 shares; 2025Q3: 10,842 shares; 2025Q4: 10,908 shares; 2026Q1: 10,863 shares; 2026Q2: 10,873 shares 10,873 $368K 0.07% +10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 380 shares 380 $367K 0.07% 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: 3,878 shares; 2026Q2: 4,893 shares 4,893 $364K 0.07% +1,015 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,201 shares; 2024Q4: 1,200 shares; 2025Q1: 1,207 shares; 2025Q2: 1,207 shares; 2025Q3: 1,210 shares; 2025Q4: 1,209 shares; 2026Q1: 1,284 shares; 2026Q2: 1,285 shares 1,285 $358K 0.07% +1 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: 367 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 366 shares; 2025Q3: 400 shares; 2025Q4: 395 shares; 2026Q1: 498 shares; 2026Q2: 475 shares 475 $356K 0.07% -23 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 289 shares; 2024Q4: 295 shares; 2025Q1: not reported; 2025Q2: 322 shares; 2025Q3: 309 shares; 2025Q4: 309 shares; 2026Q1: 309 shares; 2026Q2: 309 shares 309 $350K 0.07% 0 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,173 shares; 2024Q4: 56,772 shares; 2025Q1: 52,332 shares; 2025Q2: 51,095 shares; 2025Q3: 50,799 shares; 2025Q4: 49,018 shares; 2026Q1: 50,014 shares; 2026Q2: 32,172 shares 32,172 $338K 0.06% -17,842 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,277 shares; 2026Q2: 5,907 shares 5,907 $334K 0.06% +630 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: 600 shares; 2025Q2: 600 shares; 2025Q3: 616 shares; 2025Q4: 620 shares; 2026Q1: not reported; 2026Q2: 962 shares 962 $330K 0.06% new Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,632 shares; 2026Q2: 3,632 shares 3,632 $327K 0.06% 0 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,572 shares 1,572 $324K 0.06% new 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: 1,391 shares; 2026Q1: 1,515 shares; 2026Q2: 1,683 shares 1,683 $323K 0.06% +168 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: 2,769 shares; 2024Q4: 3,335 shares; 2025Q1: not reported; 2025Q2: 2,630 shares; 2025Q3: 2,641 shares; 2025Q4: 2,630 shares; 2026Q1: 3,448 shares; 2026Q2: 3,341 shares 3,341 $323K 0.06% -107 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,709 shares; 2025Q2: 10,799 shares; 2025Q3: 12,745 shares; 2025Q4: 18,694 shares; 2026Q1: 15,266 shares; 2026Q2: 11,693 shares 11,693 $321K 0.06% -3,573 Timeline QEW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,540 shares 10,540 $319K 0.06% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,496 shares; 2025Q4: 3,756 shares; 2026Q1: 3,719 shares; 2026Q2: 3,775 shares 3,775 $312K 0.06% +56 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,617 shares; 2025Q4: 5,212 shares; 2026Q1: 5,180 shares; 2026Q2: 5,654 shares 5,654 $303K 0.06% +474 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,944 shares 2,944 $297K 0.06% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,558 shares; 2025Q4: 13,229 shares; 2026Q1: 18,977 shares; 2026Q2: 5,496 shares 5,496 $294K 0.06% -13,481 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,672 shares; 2025Q2: 6,672 shares; 2025Q3: 6,672 shares; 2025Q4: 6,672 shares; 2026Q1: 6,672 shares; 2026Q2: 6,606 shares 6,606 $291K 0.05% -66 Timeline ELA ENVELA CORP More: the full row for ENVELA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $289K 0.05% 0 Timeline CPRY CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,235 shares; 2026Q1: 10,235 shares; 2026Q2: 10,235 shares 10,235 $286K 0.05% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 465 shares; 2024Q4: 492 shares; 2025Q1: 507 shares; 2025Q2: 505 shares; 2025Q3: 513 shares; 2025Q4: 5,127 shares; 2026Q1: 5,748 shares; 2026Q2: 3,997 shares 3,997 $285K 0.05% -1,751 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,405 shares 1,405 $281K 0.05% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,885 shares; 2024Q4: 9,547 shares; 2025Q1: 9,672 shares; 2025Q2: 7,180 shares; 2025Q3: 6,520 shares; 2025Q4: 6,765 shares; 2026Q1: 6,798 shares; 2026Q2: 6,792 shares 6,792 $281K 0.05% -6 Timeline CPSD CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,500 shares; 2026Q1: 10,500 shares; 2026Q2: 10,500 shares 10,500 $280K 0.05% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,766 shares; 2024Q4: 1,765 shares; 2025Q1: 1,621 shares; 2025Q2: 1,773 shares; 2025Q3: 1,754 shares; 2025Q4: 1,660 shares; 2026Q1: 1,821 shares; 2026Q2: 1,903 shares 1,903 $279K 0.05% +82 Timeline ZFEB 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: 10,665 shares; 2026Q1: 10,665 shares; 2026Q2: 10,665 shares 10,665 $277K 0.05% 0 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,019 shares 1,019 $277K 0.05% new Timeline CPSR CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,665 shares; 2026Q1: 10,665 shares; 2026Q2: 10,665 shares 10,665 $276K 0.05% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,492 shares 3,492 $269K 0.05% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,768 shares 1,768 $262K 0.05% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 505 shares 505 $259K 0.05% new Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,106 shares; 2025Q3: 4,082 shares; 2025Q4: 4,589 shares; 2026Q1: 4,473 shares; 2026Q2: 5,042 shares 5,042 $257K 0.05% +569 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP 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: 804 shares; 2026Q2: 805 shares 805 $255K 0.05% +1 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 758 shares; 2026Q2: 760 shares 760 $251K 0.05% +2 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,864 shares 3,864 $251K 0.05% new 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: 870 shares; 2025Q3: 784 shares; 2025Q4: 818 shares; 2026Q1: 895 shares; 2026Q2: 891 shares 891 $250K 0.05% -4 Timeline SCHK 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: 7,095 shares; 2025Q1: not reported; 2025Q2: 7,131 shares; 2025Q3: 6,997 shares; 2025Q4: 7,002 shares; 2026Q1: 7,006 shares; 2026Q2: 6,853 shares 6,853 $247K 0.05% -153 Timeline FHEQ FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,410 shares 7,410 $244K 0.05% new Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,401 shares 6,401 $243K 0.05% new Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,561 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,021 shares; 2026Q1: 7,021 shares; 2026Q2: 6,951 shares 6,951 $241K 0.05% -70 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,422 shares; 2024Q4: 2,501 shares; 2025Q1: 2,477 shares; 2025Q2: 2,482 shares; 2025Q3: 2,599 shares; 2025Q4: 4,657 shares; 2026Q1: 4,991 shares; 2026Q2: 4,496 shares 4,496 $239K 0.05% -495 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,705 shares 1,705 $238K 0.04% new Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,717 shares 4,717 $238K 0.04% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,609 shares; 2026Q2: 2,672 shares 2,672 $235K 0.04% +63 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 774 shares 774 $231K 0.04% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,828 shares 3,828 $228K 0.04% new 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: 610 shares 610 $228K 0.04% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 622 shares 622 $227K 0.04% new Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 634 shares 634 $224K 0.04% new Timeline IONQ IONQ INC More: the full row for IONQ 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: 4,150 shares 4,150 $221K 0.04% new Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC 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: not reported; 2026Q2: 13,875 shares 13,875 $220K 0.04% new 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: 7,007 shares; 2024Q4: 7,146 shares; 2025Q1: 5,265 shares; 2025Q2: 4,848 shares; 2025Q3: 4,632 shares; 2025Q4: not reported; 2026Q1: 4,635 shares; 2026Q2: 5,173 shares 5,173 $219K 0.04% +538 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,508 shares 3,508 $216K 0.04% new Timeline KORP AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,537 shares; 2026Q2: 4,594 shares 4,594 $215K 0.04% +57 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 557 shares; 2024Q4: 557 shares; 2025Q1: 557 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 412 shares 412 $215K 0.04% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,261 shares; 2024Q4: 2,271 shares; 2025Q1: 2,107 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,895 shares; 2026Q2: 2,065 shares 2,065 $215K 0.04% +170 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,809 shares 1,809 $213K 0.04% new Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,419 shares 1,419 $210K 0.04% new Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,762 shares; 2024Q4: 11,836 shares; 2025Q1: 10,908 shares; 2025Q2: 10,981 shares; 2025Q3: 11,050 shares; 2025Q4: 10,600 shares; 2026Q1: 9,676 shares; 2026Q2: 8,082 shares 8,082 $209K 0.04% -1,594 Timeline BUFP PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,379 shares 6,379 $204K 0.04% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,512 shares; 2024Q4: 1,510 shares; 2025Q1: 1,584 shares; 2025Q2: 1,573 shares; 2025Q3: 1,825 shares; 2025Q4: 2,044 shares; 2026Q1: 1,588 shares; 2026Q2: 1,392 shares 1,392 $204K 0.04% -196 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,916 shares 3,916 $204K 0.04% new Timeline NUAI NEW ERA ENERGY & DIGITAL INC More: the full row for NEW ERA ENERGY & DIGITAL 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: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $128K 0.02% 0 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR 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: 10,000 shares 10,000 $100K 0.02% new Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,684 shares; 2024Q4: 18,684 shares; 2025Q1: 18,684 shares; 2025Q2: 18,684 shares; 2025Q3: 15,658 shares; 2025Q4: 12,456 shares; 2026Q1: 12,680 shares; 2026Q2: 12,904 shares 12,904 $64.4K 0.01% +224 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,510 shares; 2026Q2: 10,510 shares 10,510 $38.6K 0.01% 0 Timeline TMV 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $15.2K <0.01% new Timeline