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: 65,295 shares; 2024Q4: 68,231 shares; 2025Q1: 68,404 shares; 2025Q2: 71,598 shares; 2025Q3: 74,474 shares; 2025Q4: 103,515 shares; 2026Q1: 98,810 shares; 2026Q2: 368,074 shares 368,074 $29.7M 10.43% +269,264 Timeline JGRO 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: 263,909 shares; 2024Q4: 282,980 shares; 2025Q1: 272,115 shares; 2025Q2: 272,979 shares; 2025Q3: 275,082 shares; 2025Q4: 277,875 shares; 2026Q1: 285,609 shares; 2026Q2: 286,527 shares 286,527 $28.2M 9.94% +918 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,917 shares; 2024Q4: 48,578 shares; 2025Q1: 47,759 shares; 2025Q2: 48,249 shares; 2025Q3: 49,530 shares; 2025Q4: 50,322 shares; 2026Q1: 51,750 shares; 2026Q2: 313,684 shares 313,684 $27M 9.51% +261,934 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,898 shares; 2024Q4: 88,230 shares; 2025Q1: 91,511 shares; 2025Q2: 94,131 shares; 2025Q3: 101,281 shares; 2025Q4: 117,505 shares; 2026Q1: 116,964 shares; 2026Q2: 114,408 shares 114,408 $24.9M 8.77% -2,556 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: 63,392 shares; 2024Q4: 110,446 shares; 2025Q1: 134,134 shares; 2025Q2: 138,517 shares; 2025Q3: 152,930 shares; 2025Q4: 204,534 shares; 2026Q1: 211,547 shares; 2026Q2: 222,996 shares 222,996 $20.3M 7.16% +11,449 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 404,286 shares; 2024Q4: 417,295 shares; 2025Q1: 410,840 shares; 2025Q2: 417,055 shares; 2025Q3: 433,213 shares; 2025Q4: 438,864 shares; 2026Q1: 443,500 shares; 2026Q2: 439,357 shares 439,357 $19M 6.67% -4,143 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 414,479 shares; 2025Q1: 417,704 shares; 2025Q2: 422,124 shares; 2025Q3: 438,844 shares; 2025Q4: 443,641 shares; 2026Q1: 437,222 shares; 2026Q2: 442,318 shares 442,318 $18.2M 6.42% +5,096 Timeline FBCG 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: 63,553 shares; 2024Q4: 124,131 shares; 2025Q1: 167,067 shares; 2025Q2: 179,751 shares; 2025Q3: 201,098 shares; 2025Q4: 215,591 shares; 2026Q1: 234,419 shares; 2026Q2: 264,719 shares 264,719 $16.4M 5.78% +30,300 Timeline FENI 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: 318,579 shares; 2024Q4: 328,667 shares; 2025Q1: 333,999 shares; 2025Q2: 341,192 shares; 2025Q3: 360,618 shares; 2025Q4: 367,661 shares; 2026Q1: 372,794 shares; 2026Q2: 389,586 shares 389,586 $15.6M 5.5% +16,792 Timeline JEMA 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: 136,510 shares; 2024Q4: 137,765 shares; 2025Q1: 139,295 shares; 2025Q2: 140,090 shares; 2025Q3: 144,121 shares; 2025Q4: 154,513 shares; 2026Q1: 174,425 shares; 2026Q2: 185,951 shares 185,951 $11.9M 4.18% +11,526 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: 17,355 shares; 2024Q4: 15,529 shares; 2025Q1: 13,191 shares; 2025Q2: 12,601 shares; 2025Q3: 11,322 shares; 2025Q4: 10,835 shares; 2026Q1: 10,169 shares; 2026Q2: 74,912 shares 74,912 $8.95M 3.15% +64,743 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES 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: 37,953 shares; 2026Q2: 87,305 shares 87,305 $7.85M 2.76% +49,352 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,298 shares; 2024Q4: 3,298 shares; 2025Q1: 3,298 shares; 2025Q2: 16,161 shares; 2025Q3: 16,161 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,062 shares 15,062 $5.16M 1.82% new 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: 9,468 shares; 2024Q4: 8,268 shares; 2025Q1: 7,268 shares; 2025Q2: 32,468 shares; 2025Q3: 32,468 shares; 2025Q4: 2,268 shares; 2026Q1: 2,268 shares; 2026Q2: 33,137 shares 33,137 $3.75M 1.32% +30,869 Timeline QMOM 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: 14,215 shares; 2025Q1: 34,358 shares; 2025Q2: 35,249 shares; 2025Q3: 42,513 shares; 2025Q4: 44,688 shares; 2026Q1: 44,569 shares; 2026Q2: 45,684 shares 45,684 $3.6M 1.27% +1,115 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,881 shares; 2024Q4: 52,170 shares; 2025Q1: 39,180 shares; 2025Q2: 37,660 shares; 2025Q3: 35,560 shares; 2025Q4: 35,560 shares; 2026Q1: 37,256 shares; 2026Q2: 37,256 shares 37,256 $3.54M 1.25% 0 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,765 shares; 2025Q1: 38,665 shares; 2025Q2: 39,586 shares; 2025Q3: 45,327 shares; 2025Q4: 46,639 shares; 2026Q1: 46,715 shares; 2026Q2: 47,492 shares 47,492 $3.42M 1.2% +777 Timeline BRK-A 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4 shares 4 $3M 1.05% new Timeline CIBR 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: 51,793 shares; 2024Q4: 42,058 shares; 2025Q1: 32,086 shares; 2025Q2: 31,853 shares; 2025Q3: 29,778 shares; 2025Q4: 29,778 shares; 2026Q1: 29,774 shares; 2026Q2: 30,074 shares 30,074 $2.7M 0.95% +300 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: 10,108 shares; 2024Q4: 8,319 shares; 2025Q1: 6,351 shares; 2025Q2: 6,035 shares; 2025Q3: 6,035 shares; 2025Q4: 6,035 shares; 2026Q1: 6,667 shares; 2026Q2: 7,017 shares 7,017 $2.1M 0.74% +350 Timeline KOMP 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: 41,500 shares; 2024Q4: 23,955 shares; 2025Q1: 23,955 shares; 2025Q2: 23,955 shares; 2025Q3: 23,955 shares; 2025Q4: 23,955 shares; 2026Q1: 23,955 shares; 2026Q2: 23,955 shares 23,955 $1.71M 0.6% 0 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: 600 shares; 2024Q4: 600 shares; 2025Q1: 3,149 shares; 2025Q2: 3,749 shares; 2025Q3: 3,749 shares; 2025Q4: 3,149 shares; 2026Q1: 3,149 shares; 2026Q2: 3,749 shares 3,749 $1.39M 0.49% +600 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,927 shares; 2024Q4: 1,777 shares; 2025Q1: 1,777 shares; 2025Q2: 2,463 shares; 2025Q3: 2,463 shares; 2025Q4: 1,677 shares; 2026Q1: 1,677 shares; 2026Q2: 2,363 shares 2,363 $1.18M 0.42% +686 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: 690 shares; 2024Q4: 690 shares; 2025Q1: 690 shares; 2025Q2: 876 shares; 2025Q3: 876 shares; 2025Q4: 665 shares; 2026Q1: 665 shares; 2026Q2: 865 shares 865 $1.04M 0.36% +200 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,702 shares; 2024Q4: 9,358 shares; 2025Q1: 5,138 shares; 2025Q2: 5,052 shares; 2025Q3: 4,677 shares; 2025Q4: 4,677 shares; 2026Q1: 4,677 shares; 2026Q2: 4,817 shares 4,817 $916K 0.32% +140 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: 3,543 shares; 2024Q4: 3,559 shares; 2025Q1: 2,493 shares; 2025Q2: 2,443 shares; 2025Q3: 2,443 shares; 2025Q4: 943 shares; 2026Q1: 893 shares; 2026Q2: 3,032 shares 3,032 $820K 0.29% +2,139 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: 1,628 shares; 2024Q4: 1,736 shares; 2025Q1: 1,728 shares; 2025Q2: 2,428 shares; 2025Q3: 2,228 shares; 2025Q4: 1,328 shares; 2026Q1: 1,328 shares; 2026Q2: 2,178 shares 2,178 $812K 0.29% +850 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI 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: 1,780 shares 1,780 $779K 0.27% new Timeline XBI 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: 5,845 shares; 2024Q4: 4,645 shares; 2025Q1: 3,745 shares; 2025Q2: 4,245 shares; 2025Q3: 4,245 shares; 2025Q4: 3,645 shares; 2026Q1: 3,645 shares; 2026Q2: 4,245 shares 4,245 $672K 0.24% +600 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: 2,082 shares; 2024Q4: 2,048 shares; 2025Q1: 2,048 shares; 2025Q2: 2,048 shares; 2025Q3: 2,040 shares; 2025Q4: 2,040 shares; 2026Q1: 2,040 shares; 2026Q2: 1,930 shares 1,930 $664K 0.23% -110 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: 1,465 shares; 2024Q4: 1,142 shares; 2025Q1: 733 shares; 2025Q2: 8,438 shares; 2025Q3: 8,438 shares; 2025Q4: 733 shares; 2026Q1: 733 shares; 2026Q2: 8,438 shares 8,438 $601K 0.21% +7,705 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: 1,740 shares; 2024Q4: 1,740 shares; 2025Q1: 1,740 shares; 2025Q2: 2,940 shares; 2025Q3: 1,740 shares; 2025Q4: 540 shares; 2026Q1: 540 shares; 2026Q2: 1,640 shares 1,640 $579K 0.2% +1,100 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 480 shares; 2024Q4: 480 shares; 2025Q1: not reported; 2025Q2: 5,430 shares; 2025Q3: 5,430 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,430 shares 5,430 $570K 0.2% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 770 shares 770 $567K 0.2% new 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: 660 shares; 2024Q4: 660 shares; 2025Q1: 567 shares; 2025Q2: 937 shares; 2025Q3: 537 shares; 2025Q4: 167 shares; 2026Q1: 148 shares; 2026Q2: 518 shares 518 $552K 0.19% +370 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,815 shares; 2024Q4: 3,615 shares; 2025Q1: 3,615 shares; 2025Q2: 3,615 shares; 2025Q3: 3,615 shares; 2025Q4: 3,615 shares; 2026Q1: 3,615 shares; 2026Q2: 3,615 shares 3,615 $543K 0.19% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 5,690 shares; 2025Q3: 5,190 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,190 shares 5,190 $539K 0.19% new 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: 831 shares; 2024Q4: 833 shares; 2025Q1: 796 shares; 2025Q2: 796 shares; 2025Q3: 796 shares; 2025Q4: 799 shares; 2026Q1: 819 shares; 2026Q2: 780 shares 780 $536K 0.19% -39 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 1,500 shares; 2025Q2: 7,150 shares; 2025Q3: 7,150 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 7,150 shares 7,150 $535K 0.19% +5,650 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,563 shares; 2024Q4: 2,563 shares; 2025Q1: 2,563 shares; 2025Q2: 2,847 shares; 2025Q3: 2,847 shares; 2025Q4: 2,563 shares; 2026Q1: 2,563 shares; 2026Q2: 2,788 shares 2,788 $529K 0.19% +225 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: 1,597 shares; 2024Q4: 1,597 shares; 2025Q1: 100 shares; 2025Q2: 5,350 shares; 2025Q3: 5,350 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 5,350 shares 5,350 $462K 0.16% +5,250 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: 1,010 shares; 2024Q4: 885 shares; 2025Q1: 660 shares; 2025Q2: 820 shares; 2025Q3: 695 shares; 2025Q4: 535 shares; 2026Q1: 535 shares; 2026Q2: 695 shares 695 $441K 0.16% +160 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: 1,152 shares; 2024Q4: 1,142 shares; 2025Q1: 1,067 shares; 2025Q2: 1,437 shares; 2025Q3: 1,435 shares; 2025Q4: 1,065 shares; 2026Q1: 1,065 shares; 2026Q2: 1,405 shares 1,405 $426K 0.15% +340 Timeline VNQ 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: 2,778 shares; 2024Q4: 1,913 shares; 2025Q1: 2,728 shares; 2025Q2: 4,288 shares; 2025Q3: 4,288 shares; 2025Q4: 2,728 shares; 2026Q1: 2,728 shares; 2026Q2: 4,288 shares 4,288 $413K 0.15% +1,560 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,253 shares; 2024Q4: 9,188 shares; 2025Q1: 9,188 shares; 2025Q2: 9,188 shares; 2025Q3: 9,188 shares; 2025Q4: 10,076 shares; 2026Q1: 10,376 shares; 2026Q2: 10,376 shares 10,376 $394K 0.14% 0 Timeline SCHH 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: 15,740 shares; 2025Q3: 15,740 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,740 shares 15,740 $373K 0.13% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,578 shares; 2024Q4: 1,318 shares; 2025Q1: 1,318 shares; 2025Q2: 1,318 shares; 2025Q3: 1,318 shares; 2025Q4: 1,490 shares; 2026Q1: 1,490 shares; 2026Q2: 1,490 shares 1,490 $361K 0.13% 0 Timeline IHI 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: 7,140 shares; 2025Q3: 7,140 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,140 shares 7,140 $353K 0.12% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 586 shares; 2024Q4: 586 shares; 2025Q1: 586 shares; 2025Q2: 1,386 shares; 2025Q3: 1,186 shares; 2025Q4: 386 shares; 2026Q1: 386 shares; 2026Q2: 1,226 shares 1,226 $333K 0.12% +840 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: 2,105 shares; 2024Q4: 1,855 shares; 2025Q1: 1,675 shares; 2025Q2: 1,675 shares; 2025Q3: 1,075 shares; 2025Q4: 1,075 shares; 2026Q1: 1,075 shares; 2026Q2: 1,075 shares 1,075 $311K 0.11% 0 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: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 2,550 shares; 2025Q3: 2,150 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 2,150 shares 2,150 $294K 0.1% +1,750 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,102 shares; 2024Q4: 3,272 shares; 2025Q1: 3,272 shares; 2025Q2: 3,552 shares; 2025Q3: 3,552 shares; 2025Q4: 3,427 shares; 2026Q1: 3,427 shares; 2026Q2: 3,552 shares 3,552 $268K 0.09% +125 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 5,600 shares; 2025Q3: 5,300 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,300 shares 4,300 $260K 0.09% 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 1,200 shares; 2025Q3: 900 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 900 shares 900 $253K 0.09% new 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: 680 shares; 2024Q4: 680 shares; 2025Q1: 680 shares; 2025Q2: 680 shares; 2025Q3: 680 shares; 2025Q4: 680 shares; 2026Q1: 680 shares; 2026Q2: 680 shares 680 $243K 0.09% 0 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: 1,844 shares; 2024Q4: 1,709 shares; 2025Q1: 1,683 shares; 2025Q2: 1,664 shares; 2025Q3: 1,164 shares; 2025Q4: 814 shares; 2026Q1: 814 shares; 2026Q2: 939 shares 939 $236K 0.08% +125 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: 2,501 shares; 2024Q4: 2,457 shares; 2025Q1: 2,442 shares; 2025Q2: 2,442 shares; 2025Q3: 2,117 shares; 2025Q4: 1,617 shares; 2026Q1: 1,617 shares; 2026Q2: 1,717 shares 1,717 $232K 0.08% +100 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: 408 shares; 2024Q4: 1,169 shares; 2025Q1: 1,169 shares; 2025Q2: 1,169 shares; 2025Q3: 1,169 shares; 2025Q4: 1,169 shares; 2026Q1: 1,169 shares; 2026Q2: 1,169 shares 1,169 $229K 0.08% 0 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: 1,682 shares; 2024Q4: 1,178 shares; 2025Q1: 1,178 shares; 2025Q2: 1,682 shares; 2025Q3: 1,682 shares; 2025Q4: 1,178 shares; 2026Q1: 1,053 shares; 2026Q2: 1,557 shares 1,557 $228K 0.08% +504 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,337 shares; 2024Q4: 1,689 shares; 2025Q1: 1,689 shares; 2025Q2: 1,689 shares; 2025Q3: 1,689 shares; 2025Q4: 1,689 shares; 2026Q1: 1,689 shares; 2026Q2: 1,689 shares 1,689 $222K 0.08% 0 Timeline XPH 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 3,250 shares; 2025Q3: 3,250 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,250 shares 3,250 $215K 0.08% new Timeline VOX 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: 862 shares; 2024Q4: 1,143 shares; 2025Q1: 1,143 shares; 2025Q2: 1,143 shares; 2025Q3: 1,143 shares; 2025Q4: 1,143 shares; 2026Q1: 1,143 shares; 2026Q2: 1,143 shares 1,143 $210K 0.07% 0 Timeline SCHA 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: 1,600 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 8,820 shares; 2025Q3: 5,620 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,620 shares 5,620 $203K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 481 shares 481 $202K 0.07% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 751 shares; 2024Q4: 981 shares; 2025Q1: 845 shares; 2025Q2: 845 shares; 2025Q3: 770 shares; 2025Q4: 570 shares; 2026Q1: 495 shares; 2026Q2: 786 shares 786 $200K 0.07% +291 Timeline CFFN CAPITOL FED FINL INC More: the full row for CAPITOL FED FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,572 shares; 2025Q3: 20,572 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,572 shares 20,572 $175K 0.06% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,290 shares; 2024Q4: 1,290 shares; 2025Q1: 1,290 shares; 2025Q2: 1,690 shares; 2025Q3: 1,690 shares; 2025Q4: 1,055 shares; 2026Q1: 1,055 shares; 2026Q2: 1,455 shares 1,455 $149K 0.05% +400 Timeline VIS 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: 67 shares; 2024Q4: 406 shares; 2025Q1: 406 shares; 2025Q2: 406 shares; 2025Q3: 406 shares; 2025Q4: 406 shares; 2026Q1: 406 shares; 2026Q2: 406 shares 406 $146K 0.05% 0 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,386 shares; 2024Q4: 3,386 shares; 2025Q1: 3,386 shares; 2025Q2: 3,386 shares; 2025Q3: 3,386 shares; 2025Q4: 3,386 shares; 2026Q1: 3,386 shares; 2026Q2: 3,386 shares 3,386 $141K 0.05% 0 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: 575 shares; 2024Q4: 575 shares; 2025Q1: not reported; 2025Q2: 575 shares; 2025Q3: 575 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 575 shares 575 $137K 0.05% new 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: 1,029 shares; 2024Q4: 1,064 shares; 2025Q1: 399 shares; 2025Q2: 1,029 shares; 2025Q3: 1,029 shares; 2025Q4: 399 shares; 2026Q1: 399 shares; 2026Q2: 1,029 shares 1,029 $130K 0.05% +630 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 800 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 1,803 shares 1,803 $130K 0.05% +1,003 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: 5,950 shares; 2024Q4: 5,950 shares; 2025Q1: 5,950 shares; 2025Q2: 5,950 shares; 2025Q3: 5,950 shares; 2025Q4: 5,650 shares; 2026Q1: 5,053 shares; 2026Q2: 5,353 shares 5,353 $129K 0.05% +300 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: 2,250 shares; 2024Q4: 1,125 shares; 2025Q1: 1,125 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 1,125 shares; 2026Q1: 1,125 shares; 2026Q2: 2,250 shares 2,250 $128K 0.05% +1,125 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 90 shares 90 $122K 0.04% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $117K 0.04% 0 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS 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: 4,700 shares 4,700 $115K 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: 300 shares; 2025Q3: 300 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 300 shares 300 $112K 0.04% new 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: 75 shares; 2024Q4: 99 shares; 2025Q1: 75 shares; 2025Q2: 492 shares; 2025Q3: 492 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 749 shares 749 $110K 0.04% +674 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: 1,662 shares; 2024Q4: 1,227 shares; 2025Q1: 1,227 shares; 2025Q2: 1,227 shares; 2025Q3: 1,227 shares; 2025Q4: 1,227 shares; 2026Q1: 1,227 shares; 2026Q2: 1,227 shares 1,227 $107K 0.04% 0 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 622 shares; 2024Q4: 1,907 shares; 2025Q1: 1,907 shares; 2025Q2: 1,907 shares; 2025Q3: 1,907 shares; 2025Q4: 1,907 shares; 2026Q1: 1,907 shares; 2026Q2: 1,907 shares 1,907 $107K 0.04% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93 shares; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 1,093 shares; 2025Q3: 1,000 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $104K 0.04% new 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: 170 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 170 shares; 2026Q2: 275 shares 275 $101K 0.04% +105 Timeline IWF 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: 200 shares; 2025Q3: 200 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 800 shares 800 $99.3K 0.03% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,475 shares; 2024Q4: 2,475 shares; 2025Q1: 2,393 shares; 2025Q2: 2,393 shares; 2025Q3: 2,132 shares; 2025Q4: 2,074 shares; 2026Q1: 1,700 shares; 2026Q2: 1,700 shares 1,700 $98K 0.03% 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: 1,510 shares; 2024Q4: 1,418 shares; 2025Q1: 1,255 shares; 2025Q2: 1,255 shares; 2025Q3: 1,255 shares; 2025Q4: 1,255 shares; 2026Q1: 1,255 shares; 2026Q2: 1,255 shares 1,255 $96.8K 0.03% 0 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: 815 shares; 2024Q4: 640 shares; 2025Q1: 440 shares; 2025Q2: 440 shares; 2025Q3: 440 shares; 2025Q4: 440 shares; 2026Q1: 440 shares; 2026Q2: 442 shares 442 $95.7K 0.03% +2 Timeline ARKX 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: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,800 shares 2,800 $95.5K 0.03% new 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: 1,725 shares; 2024Q4: 1,725 shares; 2025Q1: 1,542 shares; 2025Q2: 1,742 shares; 2025Q3: 912 shares; 2025Q4: 712 shares; 2026Q1: 712 shares; 2026Q2: 1,159 shares 1,159 $94.2K 0.03% +447 Timeline IPAY AMPLIFY ETF TR More: the full row for AMPLIFY 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: 2,850 shares; 2025Q3: 2,850 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000 $92.2K 0.03% new 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: 350 shares; 2024Q4: 403 shares; 2025Q1: 350 shares; 2025Q2: 550 shares; 2025Q3: 200 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 709 shares 709 $91.1K 0.03% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 75 shares 75 $88.1K 0.03% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 395 shares; 2025Q2: 395 shares; 2025Q3: 395 shares; 2025Q4: 395 shares; 2026Q1: 385 shares; 2026Q2: 385 shares 385 $87.4K 0.03% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 715 shares; 2024Q4: 660 shares; 2025Q1: 585 shares; 2025Q2: 585 shares; 2025Q3: 585 shares; 2025Q4: 585 shares; 2026Q1: 510 shares; 2026Q2: 510 shares 510 $81.5K 0.03% 0 Timeline ENZL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800 $80.6K 0.03% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 581 shares; 2024Q4: 498 shares; 2025Q1: 498 shares; 2025Q2: 798 shares; 2025Q3: 798 shares; 2025Q4: 498 shares; 2026Q1: 498 shares; 2026Q2: 798 shares 798 $73.2K 0.03% +300 Timeline DRIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,880 shares; 2025Q3: 1,880 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,880 shares 1,880 $72.5K 0.03% new Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,990 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,800 shares 1,800 $72.4K 0.03% +400 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: 3,595 shares; 2024Q4: 2,215 shares; 2025Q1: 2,215 shares; 2025Q2: 2,315 shares; 2025Q3: 1,315 shares; 2025Q4: 1,215 shares; 2026Q1: 1,215 shares; 2026Q2: 1,315 shares 1,315 $70.3K 0.02% +100 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: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $66.1K 0.02% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 610 shares; 2024Q4: 610 shares; 2025Q1: 610 shares; 2025Q2: 610 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $60.5K 0.02% 0 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares 500 $59.9K 0.02% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 389 shares; 2024Q4: 237 shares; 2025Q1: 194 shares; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 194 shares; 2026Q1: 194 shares; 2026Q2: 194 shares 194 $58.3K 0.02% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133 shares; 2024Q4: 114 shares; 2025Q1: 114 shares; 2025Q2: 114 shares; 2025Q3: 114 shares; 2025Q4: 114 shares; 2026Q1: 114 shares; 2026Q2: 114 shares 114 $51.6K 0.02% 0 Timeline VT 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: 327 shares; 2025Q3: 327 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 327 shares 327 $51.3K 0.02% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $51.1K 0.02% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,054 shares; 2024Q4: 904 shares; 2025Q1: 904 shares; 2025Q2: 904 shares; 2025Q3: 848 shares; 2025Q4: 698 shares; 2026Q1: 698 shares; 2026Q2: 548 shares 548 $49.7K 0.02% -150 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: 1,221 shares; 2024Q4: 1,221 shares; 2025Q1: 1,221 shares; 2025Q2: 1,221 shares; 2025Q3: 1,212 shares; 2025Q4: 873 shares; 2026Q1: 873 shares; 2026Q2: 820 shares 820 $48.9K 0.02% -53 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 113 shares; 2026Q1: 113 shares; 2026Q2: 113 shares 113 $48.8K 0.02% 0 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,160 shares; 2025Q3: 4,160 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,160 shares 4,160 $46.7K 0.02% 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: 307 shares; 2024Q4: 307 shares; 2025Q1: 307 shares; 2025Q2: 307 shares; 2025Q3: 307 shares; 2025Q4: 307 shares; 2026Q1: 307 shares; 2026Q2: 307 shares 307 $45.5K 0.02% 0 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $44.4K 0.02% 0 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: 685 shares; 2024Q4: 735 shares; 2025Q1: 685 shares; 2025Q2: 685 shares; 2025Q3: 685 shares; 2025Q4: 685 shares; 2026Q1: 501 shares; 2026Q2: 501 shares 501 $44K 0.02% 0 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,680 shares; 2025Q3: 1,680 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,680 shares 1,680 $43.7K 0.02% new Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 270 shares; 2026Q1: 370 shares; 2026Q2: 370 shares 370 $42.9K 0.02% 0 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: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $41.1K 0.01% 0 Timeline LGLV 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: 219 shares; 2025Q3: 219 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 219 shares 219 $39.7K 0.01% new Timeline DGRO 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: 503 shares; 2025Q3: 503 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 503 shares 503 $38.1K 0.01% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 175 shares; 2026Q1: 175 shares; 2026Q2: 275 shares 275 $37.6K 0.01% +100 Timeline KARS 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: not reported; 2025Q1: not reported; 2025Q2: 1,190 shares; 2025Q3: 1,190 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,190 shares 1,190 $37.5K 0.01% 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: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 108 shares; 2026Q2: 108 shares 108 $37.1K 0.01% 0 Timeline IWD 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: 149 shares; 2025Q3: 149 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 149 shares 149 $36.1K 0.01% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,125 shares; 2025Q3: 1,125 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,125 shares 1,125 $35.6K 0.01% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 175 shares 175 $35.1K 0.01% new Timeline VONG 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: 268 shares; 2025Q3: 268 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 268 shares 268 $34.3K 0.01% new Timeline IWR 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: 304 shares; 2025Q3: 304 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 304 shares 304 $33.5K 0.01% new Timeline QGRO 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: 284 shares; 2025Q3: 284 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 284 shares 284 $33.5K 0.01% new Timeline IEMG 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: 199 shares; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 400 shares 400 $33.1K 0.01% new 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: 90 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 101 shares 101 $33.1K 0.01% +56 Timeline PXI 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: 600 shares; 2025Q3: 600 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 600 shares 600 $33K 0.01% new Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 600 shares 600 $32.3K 0.01% new 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: 1,155 shares; 2024Q4: 1,155 shares; 2025Q1: 93 shares; 2025Q2: 1,566 shares; 2025Q3: 1,566 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 1,523 shares 1,523 $31.5K 0.01% +1,473 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 21 shares; 2025Q2: 321 shares; 2025Q3: 321 shares; 2025Q4: 21 shares; 2026Q1: 21 shares; 2026Q2: 321 shares 321 $30.7K 0.01% +300 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: not reported; 2024Q4: 61 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39 shares 39 $29.2K 0.01% new 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50 shares 50 $28.2K 0.01% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 591 shares; 2024Q4: 537 shares; 2025Q1: 562 shares; 2025Q2: 562 shares; 2025Q3: 162 shares; 2025Q4: 162 shares; 2026Q1: 162 shares; 2026Q2: 162 shares 162 $27.4K 0.01% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 230 shares; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 230 shares; 2026Q1: 230 shares; 2026Q2: 230 shares 230 $27.1K 0.01% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 91 shares; 2025Q2: 591 shares; 2025Q3: 591 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 550 shares 550 $23.3K 0.01% +500 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: 31 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares; 2026Q2: 31 shares 31 $23.1K 0.01% 0 Timeline DIVB 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: 375 shares; 2025Q3: 375 shares; 2025Q4: 375 shares; 2026Q1: 375 shares; 2026Q2: 375 shares 375 $23.1K 0.01% 0 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: not reported; 2024Q4: 28 shares; 2025Q1: 25 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 125 shares 125 $22.6K 0.01% +100 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,320 shares; 2025Q3: 220 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 220 shares 220 $22.5K 0.01% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 225 shares; 2024Q4: 262 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 225 shares; 2026Q2: 225 shares 225 $21.4K 0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS 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: 54 shares; 2026Q2: 54 shares 54 $20.3K 0.01% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 730 shares; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: 280 shares; 2025Q3: 280 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $19.2K 0.01% 0 Timeline DVY 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: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares; 2026Q2: 120 shares 120 $18.8K 0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $18.7K 0.01% new 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: 110 shares; 2024Q4: 644 shares; 2025Q1: 634 shares; 2025Q2: 634 shares; 2025Q3: 134 shares; 2025Q4: 110 shares; 2026Q1: 110 shares; 2026Q2: 110 shares 110 $18.2K 0.01% 0 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: not reported; 2026Q2: 55 shares 55 $18.2K 0.01% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: not reported; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,300 shares 1,300 $18.1K 0.01% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 229 shares; 2025Q3: 229 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 229 shares 229 $17.8K 0.01% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 108 shares 108 $17.7K 0.01% new 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: 700 shares; 2024Q4: 700 shares; 2025Q1: 738 shares; 2025Q2: 838 shares; 2025Q3: 138 shares; 2025Q4: 38 shares; 2026Q1: 38 shares; 2026Q2: 138 shares 138 $17.4K 0.01% +100 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 51 shares 51 $17.3K 0.01% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 225 shares 225 $17.2K 0.01% new Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,400 shares; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 350 shares 350 $17K 0.01% -350 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: 1,560 shares; 2024Q4: 1,560 shares; 2025Q1: 2,681 shares; 2025Q2: 3,206 shares; 2025Q3: 1,706 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 85 shares 85 $17K 0.01% +25 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 383 shares; 2025Q3: 383 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 383 shares 383 $16.9K 0.01% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $16.6K 0.01% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares; 2026Q2: 360 shares 360 $16.2K 0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $16.1K 0.01% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $16K 0.01% 0 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA 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: 52 shares 52 $15.4K 0.01% new 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: 300 shares; 2025Q3: 300 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 300 shares 300 $14.9K 0.01% new Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS 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: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $14.8K 0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 240 shares 240 $12.6K <0.01% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 36 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 75 shares 75 $11.8K <0.01% new Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 205 shares; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 205 shares; 2026Q1: 205 shares; 2026Q2: 100 shares 100 $11.4K <0.01% -105 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 234 shares; 2025Q3: 234 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 234 shares 234 $11.4K <0.01% new 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: 2,700 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $11K <0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares 100 $10.8K <0.01% new 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 600 shares; 2025Q3: 100 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares 100 $10.8K <0.01% new 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: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 75 shares 75 $10.7K <0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 600 shares 600 $10.4K <0.01% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares 100 $9.54K <0.01% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 279 shares; 2024Q4: 279 shares; 2025Q1: not reported; 2025Q2: 355 shares; 2025Q3: 355 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 355 shares 355 $9.46K <0.01% 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: 539 shares 539 $8.56K <0.01% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares 100 $8.46K <0.01% new Timeline BLCN SIREN ETF TR More: the full row for SIREN 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: 325 shares; 2025Q3: 325 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 325 shares 325 $8.24K <0.01% new Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $8.04K <0.01% 0 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $7.88K <0.01% new Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares 100 $7.44K <0.01% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares; 2026Q2: 31 shares 31 $7.38K <0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares 100 $6.4K <0.01% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares 100 $5.64K <0.01% new Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 50 shares 50 $4.73K <0.01% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 112 shares 112 $4.36K <0.01% new Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 300 shares 300 $4.04K <0.01% new Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30 shares 30 $3.38K <0.01% new Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 300 shares 300 $2.8K <0.01% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares 6 $2.17K <0.01% 0 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI 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: 100 shares; 2026Q2: 100 shares 100 $1.72K <0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 70 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 19 shares; 2025Q4: 19 shares; 2026Q1: 19 shares; 2026Q2: 19 shares 19 $1.41K <0.01% 0 Timeline UG UNITED GUARDIAN INC More: the full row for UNITED GUARDIAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100 shares 100 $714 <0.01% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2 shares 2 $497 <0.01% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P 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: 20 shares 20 $382 <0.01% new Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3 shares 3 $305 <0.01% new Timeline