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: 943,665 shares; 2024Q4: 930,358 shares; 2025Q1: 920,334 shares; 2025Q2: 927,722 shares; 2025Q3: 907,662 shares; 2025Q4: 888,348 shares; 2026Q1: 884,189 shares; 2026Q2: 903,307 shares 903,307 $79.4M 6.51% +19,118 Timeline JCPB 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: 1,019,115 shares; 2025Q2: 1,094,615 shares; 2025Q3: 1,155,111 shares; 2025Q4: 1,217,603 shares; 2026Q1: 1,470,695 shares; 2026Q2: 1,534,156 shares 1,534,156 $72M 5.9% +63,461 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 511,288 shares; 2024Q4: 545,854 shares; 2025Q1: 776,007 shares; 2025Q2: 862,897 shares; 2025Q3: 943,084 shares; 2025Q4: 1,029,479 shares; 2026Q1: 1,113,941 shares; 2026Q2: 1,187,333 shares 1,187,333 $55.6M 4.56% +73,392 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: 1,106,715 shares; 2024Q4: 981,218 shares; 2025Q1: 987,057 shares; 2025Q2: 1,007,013 shares; 2025Q3: 1,017,439 shares; 2025Q4: 1,010,420 shares; 2026Q1: 1,016,646 shares; 2026Q2: 1,053,465 shares 1,053,465 $52.2M 4.28% +36,819 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: 95,152 shares; 2024Q4: 96,994 shares; 2025Q1: 100,055 shares; 2025Q2: 94,019 shares; 2025Q3: 92,315 shares; 2025Q4: 90,168 shares; 2026Q1: 89,568 shares; 2026Q2: 89,190 shares 89,190 $44.6M 3.66% -378 Timeline DSTL 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: 697,781 shares; 2024Q4: 684,833 shares; 2025Q1: 591,866 shares; 2025Q2: 568,804 shares; 2025Q3: 556,867 shares; 2025Q4: 550,849 shares; 2026Q1: 554,563 shares; 2026Q2: 573,042 shares 573,042 $34.3M 2.81% +18,479 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: 90,316 shares; 2024Q4: 93,662 shares; 2025Q1: 102,314 shares; 2025Q2: 101,559 shares; 2025Q3: 105,963 shares; 2025Q4: 109,639 shares; 2026Q1: 112,681 shares; 2026Q2: 113,847 shares 113,847 $32.9M 2.7% +1,166 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,414 shares; 2024Q4: 470,932 shares; 2025Q1: 522,321 shares; 2025Q2: 596,298 shares; 2025Q3: 646,675 shares; 2025Q4: 707,580 shares; 2026Q1: 1,089,470 shares; 2026Q2: 1,157,019 shares 1,157,019 $30.7M 2.52% +67,549 Timeline DFAT 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: 372,406 shares; 2024Q4: 369,752 shares; 2025Q1: 384,170 shares; 2025Q2: 382,688 shares; 2025Q3: 399,024 shares; 2025Q4: 408,773 shares; 2026Q1: 418,599 shares; 2026Q2: 421,972 shares 421,972 $29.5M 2.42% +3,373 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: 353,598 shares; 2024Q4: 352,183 shares; 2025Q1: 361,813 shares; 2025Q2: 383,192 shares; 2025Q3: 393,272 shares; 2025Q4: 397,908 shares; 2026Q1: 406,236 shares; 2026Q2: 421,001 shares 421,001 $24.3M 1.99% +14,765 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 372,869 shares; 2024Q4: 376,792 shares; 2025Q1: 385,944 shares; 2025Q2: 402,573 shares; 2025Q3: 408,126 shares; 2025Q4: 410,735 shares; 2026Q1: 415,708 shares; 2026Q2: 431,898 shares 431,898 $22.4M 1.83% +16,190 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163,713 shares; 2024Q4: 170,802 shares; 2025Q1: 184,798 shares; 2025Q2: 191,761 shares; 2025Q3: 204,875 shares; 2025Q4: 212,558 shares; 2026Q1: 220,279 shares; 2026Q2: 223,034 shares 223,034 $21.5M 1.76% +2,755 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: 35,202 shares; 2024Q4: 37,556 shares; 2025Q1: 40,368 shares; 2025Q2: 43,830 shares; 2025Q3: 44,822 shares; 2025Q4: 45,038 shares; 2026Q1: 44,449 shares; 2026Q2: 42,764 shares 42,764 $20.4M 1.67% -1,685 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 357,725 shares; 2025Q1: 393,940 shares; 2025Q2: 414,918 shares; 2025Q3: 417,602 shares; 2025Q4: 424,990 shares; 2026Q1: 429,047 shares; 2026Q2: 444,975 shares 444,975 $20.4M 1.67% +15,928 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: 38,126 shares; 2024Q4: 42,489 shares; 2025Q1: 45,999 shares; 2025Q2: 50,319 shares; 2025Q3: 52,255 shares; 2025Q4: 53,245 shares; 2026Q1: 54,712 shares; 2026Q2: 54,324 shares 54,324 $19.4M 1.59% -388 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,383 shares; 2025Q1: 4,168 shares; 2025Q2: 5,667 shares; 2025Q3: 6,018 shares; 2025Q4: 6,124 shares; 2026Q1: 6,267 shares; 2026Q2: 57,440 shares 57,440 $17.3M 1.42% +51,173 Timeline SCHP 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: 177,131 shares; 2024Q4: 384,628 shares; 2025Q1: 395,663 shares; 2025Q2: 512,999 shares; 2025Q3: 556,276 shares; 2025Q4: 582,869 shares; 2026Q1: 633,703 shares; 2026Q2: 633,025 shares 633,025 $16.8M 1.38% -678 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,870 shares; 2024Q4: 59,105 shares; 2025Q1: 68,986 shares; 2025Q2: 70,916 shares; 2025Q3: 75,274 shares; 2025Q4: 77,757 shares; 2026Q1: 80,770 shares; 2026Q2: 82,445 shares 82,445 $16.5M 1.35% +1,675 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: 40,475 shares; 2024Q4: 59,476 shares; 2025Q1: 68,893 shares; 2025Q2: 70,965 shares; 2025Q3: 89,395 shares; 2025Q4: 103,633 shares; 2026Q1: 131,933 shares; 2026Q2: 135,833 shares 135,833 $15.9M 1.3% +3,900 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171,862 shares; 2024Q4: 507,526 shares; 2025Q1: 499,783 shares; 2025Q2: 499,667 shares; 2025Q3: 517,861 shares; 2025Q4: 511,501 shares; 2026Q1: 502,045 shares; 2026Q2: 530,430 shares 530,430 $15.6M 1.28% +28,385 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 169,405 shares; 2024Q4: 190,002 shares; 2025Q1: 200,227 shares; 2025Q2: 224,741 shares; 2025Q3: 253,210 shares; 2025Q4: 273,933 shares; 2026Q1: 302,550 shares; 2026Q2: 324,391 shares 324,391 $14.6M 1.2% +21,841 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: 31,780 shares; 2024Q4: 33,220 shares; 2025Q1: 39,655 shares; 2025Q2: 41,433 shares; 2025Q3: 44,121 shares; 2025Q4: 48,098 shares; 2026Q1: 52,359 shares; 2026Q2: 53,035 shares 53,035 $12.6M 1.04% +676 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: 192,237 shares; 2024Q4: 203,870 shares; 2025Q1: 239,643 shares; 2025Q2: 254,297 shares; 2025Q3: 241,267 shares; 2025Q4: 238,173 shares; 2026Q1: 244,812 shares; 2026Q2: 216,664 shares 216,664 $12.2M 1% -28,148 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: 21,630 shares; 2024Q4: 23,171 shares; 2025Q1: 27,362 shares; 2025Q2: 30,772 shares; 2025Q3: 30,097 shares; 2025Q4: 31,715 shares; 2026Q1: 31,887 shares; 2026Q2: 31,240 shares 31,240 $11.7M 0.96% -647 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: 37,703 shares; 2024Q4: 36,466 shares; 2025Q1: 40,552 shares; 2025Q2: 42,979 shares; 2025Q3: 44,957 shares; 2025Q4: 46,067 shares; 2026Q1: 47,834 shares; 2026Q2: 33,826 shares 33,826 $11.1M 0.91% -14,008 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,968 shares; 2024Q4: 77,035 shares; 2025Q1: 90,514 shares; 2025Q2: 98,268 shares; 2025Q3: 105,236 shares; 2025Q4: 108,335 shares; 2026Q1: 112,611 shares; 2026Q2: 115,181 shares 115,181 $10.6M 0.87% +2,570 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: 16,520 shares; 2024Q4: 17,481 shares; 2025Q1: 20,157 shares; 2025Q2: 22,815 shares; 2025Q3: 24,489 shares; 2025Q4: 25,782 shares; 2026Q1: 26,889 shares; 2026Q2: 27,400 shares 27,400 $9.66M 0.79% +511 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD 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: 2,395 shares; 2026Q1: 2,395 shares; 2026Q2: 121,388 shares 121,388 $9.64M 0.79% +118,993 Timeline TUSI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE 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: 479,836 shares; 2026Q2: 372,475 shares 372,475 $9.41M 0.77% -107,361 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: 190,417 shares; 2024Q4: 207,235 shares; 2025Q1: 232,507 shares; 2025Q2: 253,232 shares; 2025Q3: 274,121 shares; 2025Q4: 280,508 shares; 2026Q1: 287,137 shares; 2026Q2: 292,578 shares 292,578 $9.35M 0.77% +5,441 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,286 shares; 2024Q4: 126,040 shares; 2025Q1: 190,329 shares; 2025Q2: 156,178 shares; 2025Q3: 196,127 shares; 2025Q4: 266,312 shares; 2026Q1: 238,214 shares; 2026Q2: 184,328 shares 184,328 $9.28M 0.76% -53,886 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: 10,093 shares; 2024Q4: 10,935 shares; 2025Q1: 12,015 shares; 2025Q2: 12,681 shares; 2025Q3: 13,662 shares; 2025Q4: 14,053 shares; 2026Q1: 14,566 shares; 2026Q2: 14,605 shares 14,605 $9.26M 0.76% +39 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: 54,832 shares; 2024Q4: 49,300 shares; 2025Q1: 47,024 shares; 2025Q2: 58,972 shares; 2025Q3: 58,507 shares; 2025Q4: 57,429 shares; 2026Q1: 71,739 shares; 2026Q2: 74,553 shares 74,553 $8.77M 0.72% +2,814 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: 477 shares; 2024Q4: 510 shares; 2025Q1: 566 shares; 2025Q2: 675 shares; 2025Q3: 636 shares; 2025Q4: 1,144 shares; 2026Q1: 8,322 shares; 2026Q2: 9,358 shares 9,358 $8.75M 0.72% +1,036 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: 13,253 shares; 2024Q4: 13,703 shares; 2025Q1: 14,709 shares; 2025Q2: 15,688 shares; 2025Q3: 14,445 shares; 2025Q4: 15,140 shares; 2026Q1: 15,867 shares; 2026Q2: 15,480 shares 15,480 $8.72M 0.72% -387 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: 26,713 shares; 2024Q4: 29,414 shares; 2025Q1: 40,631 shares; 2025Q2: 45,575 shares; 2025Q3: 49,308 shares; 2025Q4: 49,862 shares; 2026Q1: 51,023 shares; 2026Q2: 52,204 shares 52,204 $8.65M 0.71% +1,181 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 616,980 shares; 2024Q4: 575,396 shares; 2025Q1: 572,725 shares; 2025Q2: 577,682 shares; 2025Q3: 587,414 shares; 2025Q4: 464,245 shares; 2026Q1: 463,198 shares; 2026Q2: 219,428 shares 219,428 $8.39M 0.69% -243,770 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,231 shares; 2024Q4: 173,506 shares; 2025Q1: 183,193 shares; 2025Q2: 191,366 shares; 2025Q3: 218,375 shares; 2025Q4: 235,071 shares; 2026Q1: 248,153 shares; 2026Q2: 287,964 shares 287,964 $7.98M 0.65% +39,811 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,226 shares; 2024Q4: 2,743 shares; 2025Q1: 3,365 shares; 2025Q2: 3,641 shares; 2025Q3: 3,896 shares; 2025Q4: 3,961 shares; 2026Q1: 3,995 shares; 2026Q2: 3,973 shares 3,973 $7.9M 0.65% -22 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: 8,496 shares; 2024Q4: 8,494 shares; 2025Q1: 10,369 shares; 2025Q2: 10,372 shares; 2025Q3: 10,494 shares; 2025Q4: 10,318 shares; 2026Q1: 10,340 shares; 2026Q2: 10,418 shares 10,418 $7.8M 0.64% +78 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: 31,117 shares; 2024Q4: 94,869 shares; 2025Q1: 94,374 shares; 2025Q2: 160,720 shares; 2025Q3: 192,281 shares; 2025Q4: 216,355 shares; 2026Q1: 228,625 shares; 2026Q2: 242,438 shares 242,438 $7.69M 0.63% +13,813 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,008 shares; 2025Q2: 50,445 shares; 2025Q3: 54,461 shares; 2025Q4: 54,930 shares; 2026Q1: 59,640 shares; 2026Q2: 62,484 shares 62,484 $7.37M 0.6% +2,844 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,780 shares; 2024Q4: 47,962 shares; 2025Q1: 46,339 shares; 2025Q2: 45,520 shares; 2025Q3: 45,476 shares; 2025Q4: 44,037 shares; 2026Q1: 44,354 shares; 2026Q2: 44,995 shares 44,995 $7.11M 0.58% +641 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,920 shares; 2025Q3: 3,012 shares; 2025Q4: 3,256 shares; 2026Q1: 39,681 shares; 2026Q2: 40,174 shares 40,174 $7.08M 0.58% +493 Timeline DWX 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: 150,030 shares; 2024Q4: 148,011 shares; 2025Q1: 146,590 shares; 2025Q2: 143,129 shares; 2025Q3: 142,168 shares; 2025Q4: 139,185 shares; 2026Q1: 139,179 shares; 2026Q2: 138,398 shares 138,398 $6.36M 0.52% -781 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: 2,361 shares; 2024Q4: 14,160 shares; 2025Q1: 17,302 shares; 2025Q2: 40,571 shares; 2025Q3: 42,983 shares; 2025Q4: 43,395 shares; 2026Q1: 45,426 shares; 2026Q2: 46,692 shares 46,692 $6.32M 0.52% +1,266 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: 87,784 shares; 2024Q4: 95,796 shares; 2025Q1: 110,602 shares; 2025Q2: 121,930 shares; 2025Q3: 133,469 shares; 2025Q4: 135,965 shares; 2026Q1: 141,142 shares; 2026Q2: 144,673 shares 144,673 $6.13M 0.5% +3,531 Timeline MOAT 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: 98,633 shares; 2024Q4: 95,941 shares; 2025Q1: 72,719 shares; 2025Q2: 63,580 shares; 2025Q3: 61,256 shares; 2025Q4: 58,291 shares; 2026Q1: 58,956 shares; 2026Q2: 57,372 shares 57,372 $5.96M 0.49% -1,584 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,292 shares; 2024Q4: 18,233 shares; 2025Q1: 20,059 shares; 2025Q2: 21,790 shares; 2025Q3: 22,059 shares; 2025Q4: 22,254 shares; 2026Q1: 22,996 shares; 2026Q2: 23,223 shares 23,223 $5.91M 0.48% +227 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: 9,225 shares; 2024Q4: 30,613 shares; 2025Q1: 33,993 shares; 2025Q2: 36,173 shares; 2025Q3: 39,027 shares; 2025Q4: 39,339 shares; 2026Q1: 40,236 shares; 2026Q2: 41,195 shares 41,195 $5.64M 0.46% +959 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,565 shares; 2026Q1: 87,709 shares; 2026Q2: 92,870 shares 92,870 $5.58M 0.46% +5,161 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: 113,921 shares; 2024Q4: 125,582 shares; 2025Q1: 143,036 shares; 2025Q2: 169,185 shares; 2025Q3: 186,548 shares; 2025Q4: 196,236 shares; 2026Q1: 211,583 shares; 2026Q2: 218,728 shares 218,728 $5.27M 0.43% +7,145 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: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares; 2026Q2: 7 shares 7 $5.24M 0.43% 0 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: 4,665 shares; 2024Q4: 4,321 shares; 2025Q1: 4,460 shares; 2025Q2: 4,500 shares; 2025Q3: 4,554 shares; 2025Q4: 4,153 shares; 2026Q1: 4,504 shares; 2026Q2: 4,323 shares 4,323 $4.99M 0.41% -181 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,143 shares; 2024Q4: 126,110 shares; 2025Q1: 127,636 shares; 2025Q2: 119,183 shares; 2025Q3: 114,846 shares; 2025Q4: 108,715 shares; 2026Q1: 109,695 shares; 2026Q2: 108,405 shares 108,405 $4.93M 0.4% -1,290 Timeline SCHV 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: 28,969 shares; 2024Q4: 86,935 shares; 2025Q1: 87,883 shares; 2025Q2: 92,984 shares; 2025Q3: 104,066 shares; 2025Q4: 113,821 shares; 2026Q1: 116,878 shares; 2026Q2: 134,472 shares 134,472 $4.68M 0.38% +17,594 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS 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: 80,692 shares; 2026Q2: 90,048 shares 90,048 $4.56M 0.37% +9,356 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,337 shares; 2025Q3: 40,970 shares; 2025Q4: 41,404 shares; 2026Q1: 44,227 shares; 2026Q2: 45,652 shares 45,652 $4.3M 0.35% +1,425 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: 4,221 shares; 2024Q4: 4,247 shares; 2025Q1: 4,173 shares; 2025Q2: 4,033 shares; 2025Q3: 4,070 shares; 2025Q4: 3,977 shares; 2026Q1: 4,020 shares; 2026Q2: 4,017 shares 4,017 $4.28M 0.35% -3 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: 28,488 shares; 2024Q4: 28,300 shares; 2025Q1: 27,785 shares; 2025Q2: 27,847 shares; 2025Q3: 27,075 shares; 2025Q4: 44,659 shares; 2026Q1: 47,837 shares; 2026Q2: 48,766 shares 48,766 $4.24M 0.35% +929 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: 14,144 shares 14,144 $4.19M 0.34% new 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: 20,500 shares; 2024Q4: 74,375 shares; 2025Q1: 74,613 shares; 2025Q2: 79,933 shares; 2025Q3: 89,713 shares; 2025Q4: 96,936 shares; 2026Q1: 101,176 shares; 2026Q2: 121,529 shares 121,529 $4.11M 0.34% +20,353 Timeline RSPT 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: 73,446 shares; 2024Q4: 71,293 shares; 2025Q1: 70,627 shares; 2025Q2: 67,205 shares; 2025Q3: 66,315 shares; 2025Q4: 64,211 shares; 2026Q1: 63,416 shares; 2026Q2: 62,890 shares 62,890 $4.06M 0.33% -526 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,341 shares; 2024Q4: 68,531 shares; 2025Q1: 42,254 shares; 2025Q2: 41,896 shares; 2025Q3: 40,231 shares; 2025Q4: 37,332 shares; 2026Q1: 36,423 shares; 2026Q2: 71,504 shares 71,504 $4.02M 0.33% +35,081 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,247 shares; 2024Q4: 56,336 shares; 2025Q1: 60,929 shares; 2025Q2: 65,783 shares; 2025Q3: 70,980 shares; 2025Q4: 72,569 shares; 2026Q1: 74,791 shares; 2026Q2: 76,756 shares 76,756 $3.98M 0.33% +1,965 Timeline RSPF 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: 56,080 shares; 2024Q4: 54,658 shares; 2025Q1: 54,258 shares; 2025Q2: 52,825 shares; 2025Q3: 52,509 shares; 2025Q4: 51,911 shares; 2026Q1: 51,087 shares; 2026Q2: 50,839 shares 50,839 $3.94M 0.32% -248 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,085 shares; 2026Q2: 42,661 shares 42,661 $3.93M 0.32% +17,576 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: 26,610 shares; 2024Q4: 29,995 shares; 2025Q1: 30,728 shares; 2025Q2: 33,656 shares; 2025Q3: 33,840 shares; 2025Q4: 41,475 shares; 2026Q1: 55,129 shares; 2026Q2: 52,808 shares 52,808 $3.85M 0.32% -2,321 Timeline FNDE 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: 99,587 shares; 2024Q4: 96,866 shares; 2025Q1: 98,836 shares; 2025Q2: 98,645 shares; 2025Q3: 97,519 shares; 2025Q4: 95,641 shares; 2026Q1: 95,989 shares; 2026Q2: 95,852 shares 95,852 $3.8M 0.31% -137 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: 1,478 shares; 2024Q4: 1,500 shares; 2025Q1: 2,941 shares; 2025Q2: 3,235 shares; 2025Q3: 3,276 shares; 2025Q4: 4,061 shares; 2026Q1: 4,933 shares; 2026Q2: 25,376 shares 25,376 $3.72M 0.3% +20,443 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S 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: 58,284 shares; 2025Q4: 57,464 shares; 2026Q1: 74,191 shares; 2026Q2: 76,530 shares 76,530 $3.67M 0.3% +2,339 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,466 shares; 2024Q4: 2,424 shares; 2025Q1: 2,929 shares; 2025Q2: 25,815 shares; 2025Q3: 28,273 shares; 2025Q4: 38,177 shares; 2026Q1: 40,103 shares; 2026Q2: 50,190 shares 50,190 $3.61M 0.3% +10,087 Timeline ZHDG TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 506,004 shares; 2024Q4: 482,426 shares; 2025Q1: 550,316 shares; 2025Q2: 474,969 shares; 2025Q3: 359,755 shares; 2025Q4: 268,250 shares; 2026Q1: 169,173 shares; 2026Q2: 152,460 shares 152,460 $3.59M 0.29% -16,713 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: 6,518 shares; 2024Q4: 6,774 shares; 2025Q1: 7,796 shares; 2025Q2: 8,466 shares; 2025Q3: 8,787 shares; 2025Q4: 10,211 shares; 2026Q1: 9,046 shares; 2026Q2: 9,457 shares 9,457 $3.57M 0.29% +411 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 48,608 shares 48,608 $3.51M 0.29% new 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: 30,117 shares; 2024Q4: 61,025 shares; 2025Q1: 66,685 shares; 2025Q2: 67,306 shares; 2025Q3: 74,311 shares; 2025Q4: 79,695 shares; 2026Q1: 83,521 shares; 2026Q2: 96,705 shares 96,705 $3.49M 0.29% +13,184 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,299 shares; 2024Q4: 2,865 shares; 2025Q1: 6,285 shares; 2025Q2: 6,721 shares; 2025Q3: 7,011 shares; 2025Q4: 7,167 shares; 2026Q1: 7,545 shares; 2026Q2: 7,589 shares 7,589 $3.42M 0.28% +44 Timeline GBIL 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: 56,272 shares; 2024Q4: 34,769 shares; 2025Q1: 42,206 shares; 2025Q2: 37,120 shares; 2025Q3: 39,110 shares; 2025Q4: 39,400 shares; 2026Q1: 39,915 shares; 2026Q2: 33,841 shares 33,841 $3.39M 0.28% -6,074 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: 23,732 shares; 2024Q4: 25,502 shares; 2025Q1: 26,669 shares; 2025Q2: 24,347 shares; 2025Q3: 24,548 shares; 2025Q4: 25,097 shares; 2026Q1: 25,622 shares; 2026Q2: 24,750 shares 24,750 $3.38M 0.28% -872 Timeline JMTG 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: 71,467 shares; 2025Q3: 69,580 shares; 2025Q4: 67,130 shares; 2026Q1: 64,494 shares; 2026Q2: 63,808 shares 63,808 $3.23M 0.27% -686 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 854 shares; 2024Q4: 2,105 shares; 2025Q1: 1,859 shares; 2025Q2: 1,808 shares; 2025Q3: 1,176 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,429 shares 25,429 $3.16M 0.26% new Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,197 shares; 2024Q4: 14,030 shares; 2025Q1: 16,186 shares; 2025Q2: 17,725 shares; 2025Q3: 19,244 shares; 2025Q4: 20,115 shares; 2026Q1: 21,263 shares; 2026Q2: 22,789 shares 22,789 $3.12M 0.26% +1,526 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 543 shares; 2024Q4: 477 shares; 2025Q1: 535 shares; 2025Q2: 577 shares; 2025Q3: 601 shares; 2025Q4: 628 shares; 2026Q1: 697 shares; 2026Q2: 17,451 shares 17,451 $3.11M 0.26% +16,754 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: 49,989 shares; 2024Q4: 52,513 shares; 2025Q1: 54,205 shares; 2025Q2: 54,819 shares; 2025Q3: 63,466 shares; 2025Q4: 68,774 shares; 2026Q1: 72,869 shares; 2026Q2: 85,600 shares 85,600 $3.1M 0.25% +12,731 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,811 shares; 2024Q4: 17,923 shares; 2025Q1: 19,583 shares; 2025Q2: 25,405 shares; 2025Q3: 25,504 shares; 2025Q4: 26,494 shares; 2026Q1: 150,791 shares; 2026Q2: 176,408 shares 176,408 $3.06M 0.25% +25,617 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: 20,573 shares; 2024Q4: 20,010 shares; 2025Q1: 22,903 shares; 2025Q2: 24,004 shares; 2025Q3: 25,820 shares; 2025Q4: 26,432 shares; 2026Q1: 27,685 shares; 2026Q2: 12,012 shares 12,012 $3.05M 0.25% -15,673 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: 11,256 shares; 2024Q4: 59,555 shares; 2025Q1: 69,106 shares; 2025Q2: 74,991 shares; 2025Q3: 81,436 shares; 2025Q4: 85,635 shares; 2026Q1: 89,975 shares; 2026Q2: 95,109 shares 95,109 $3.01M 0.25% +5,134 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: 37,264 shares; 2024Q4: 38,040 shares; 2025Q1: 38,741 shares; 2025Q2: 38,719 shares; 2025Q3: 39,828 shares; 2025Q4: 39,918 shares; 2026Q1: 40,325 shares; 2026Q2: 41,865 shares 41,865 $2.98M 0.24% +1,540 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: 4,130 shares; 2024Q4: 4,309 shares; 2025Q1: 6,633 shares; 2025Q2: 6,002 shares; 2025Q3: 6,529 shares; 2025Q4: 6,917 shares; 2026Q1: 6,793 shares; 2026Q2: 7,075 shares 7,075 $2.98M 0.24% +282 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: 5,354 shares; 2024Q4: 5,698 shares; 2025Q1: 6,029 shares; 2025Q2: 6,327 shares; 2025Q3: 6,877 shares; 2025Q4: 7,739 shares; 2026Q1: 8,107 shares; 2026Q2: 8,395 shares 8,395 $2.97M 0.24% +288 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,043 shares; 2024Q4: 12,120 shares; 2025Q1: 13,737 shares; 2025Q2: 14,981 shares; 2025Q3: 15,688 shares; 2025Q4: 16,614 shares; 2026Q1: 17,357 shares; 2026Q2: 16,076 shares 16,076 $2.85M 0.23% -1,281 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,963 shares; 2025Q3: 20,555 shares; 2025Q4: 21,884 shares; 2026Q1: 23,168 shares; 2026Q2: 23,551 shares 23,551 $2.79M 0.23% +383 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,949 shares; 2024Q4: 66,472 shares; 2025Q1: 74,267 shares; 2025Q2: 57,329 shares; 2025Q3: 62,268 shares; 2025Q4: 48,173 shares; 2026Q1: 44,190 shares; 2026Q2: 50,556 shares 50,556 $2.65M 0.22% +6,366 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,396 shares; 2024Q4: 7,006 shares; 2025Q1: 7,959 shares; 2025Q2: 10,521 shares; 2025Q3: 67,586 shares; 2025Q4: 81,402 shares; 2026Q1: 91,760 shares; 2026Q2: 92,869 shares 92,869 $2.62M 0.21% +1,109 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: 40,622 shares; 2024Q4: 39,840 shares; 2025Q1: 39,772 shares; 2025Q2: 39,288 shares; 2025Q3: 37,600 shares; 2025Q4: 33,693 shares; 2026Q1: 29,406 shares; 2026Q2: 26,800 shares 26,800 $2.58M 0.21% -2,606 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: 864 shares; 2024Q4: 1,400 shares; 2025Q1: 1,570 shares; 2025Q2: 1,824 shares; 2025Q3: 1,441 shares; 2025Q4: 1,902 shares; 2026Q1: 1,918 shares; 2026Q2: 2,102 shares 2,102 $2.52M 0.21% +184 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,846 shares; 2025Q2: 6,277 shares; 2025Q3: 7,136 shares; 2025Q4: 7,431 shares; 2026Q1: 8,673 shares; 2026Q2: 9,121 shares 9,121 $2.38M 0.2% +448 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: 55,971 shares; 2024Q4: 52,255 shares; 2025Q1: 57,366 shares; 2025Q2: 19,302 shares; 2025Q3: 19,302 shares; 2025Q4: 19,608 shares; 2026Q1: 20,115 shares; 2026Q2: 20,107 shares 20,107 $2.28M 0.19% -8 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,357 shares; 2025Q1: 2,657 shares; 2025Q2: 3,013 shares; 2025Q3: 3,039 shares; 2025Q4: 3,046 shares; 2026Q1: 2,928 shares; 2026Q2: 2,874 shares 2,874 $2.19M 0.18% -54 Timeline SPIP 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: 90,141 shares; 2024Q4: 91,519 shares; 2025Q1: 87,031 shares; 2025Q2: 87,074 shares; 2025Q3: 87,508 shares; 2025Q4: 89,758 shares; 2026Q1: 83,842 shares; 2026Q2: 85,227 shares 85,227 $2.19M 0.18% +1,385 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,349 shares 22,349 $2.13M 0.17% new 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: 81,322 shares; 2024Q4: 86,607 shares; 2025Q1: 95,293 shares; 2025Q2: 16,881 shares; 2025Q3: 16,768 shares; 2025Q4: 16,960 shares; 2026Q1: 17,752 shares; 2026Q2: 18,070 shares 18,070 $2.12M 0.17% +318 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,445 shares; 2024Q4: 29,607 shares; 2025Q1: 32,455 shares; 2025Q2: 37,321 shares; 2025Q3: 36,756 shares; 2025Q4: 38,439 shares; 2026Q1: 38,232 shares; 2026Q2: 38,643 shares 38,643 $2.05M 0.17% +411 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: 7,054 shares; 2024Q4: 6,960 shares; 2025Q1: 7,124 shares; 2025Q2: 7,232 shares; 2025Q3: 6,916 shares; 2025Q4: 7,252 shares; 2026Q1: 7,536 shares; 2026Q2: 7,518 shares 7,518 $2.04M 0.17% -18 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: not reported; 2024Q4: not reported; 2025Q1: 9,388 shares; 2025Q2: 26,321 shares; 2025Q3: 29,780 shares; 2025Q4: 30,622 shares; 2026Q1: 30,280 shares; 2026Q2: 32,494 shares 32,494 $2.02M 0.17% +2,214 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,744 shares; 2024Q4: 5,971 shares; 2025Q1: 6,279 shares; 2025Q2: 9,107 shares; 2025Q3: 25,362 shares; 2025Q4: 30,765 shares; 2026Q1: 36,556 shares; 2026Q2: 39,316 shares 39,316 $1.99M 0.16% +2,760 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: 32,141 shares; 2024Q4: 33,856 shares; 2025Q1: 35,120 shares; 2025Q2: 33,064 shares; 2025Q3: 33,285 shares; 2025Q4: 34,388 shares; 2026Q1: 33,523 shares; 2026Q2: 33,072 shares 33,072 $1.88M 0.15% -451 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: 18,016 shares; 2024Q4: 21,075 shares; 2025Q1: 29,280 shares; 2025Q2: 29,405 shares; 2025Q3: 29,324 shares; 2025Q4: 24,523 shares; 2026Q1: 20,665 shares; 2026Q2: 19,660 shares 19,660 $1.88M 0.15% -1,005 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: 2,478 shares; 2024Q4: not reported; 2025Q1: 2,854 shares; 2025Q2: 1,867 shares; 2025Q3: 2,481 shares; 2025Q4: 2,705 shares; 2026Q1: 3,091 shares; 2026Q2: 3,070 shares 3,070 $1.78M 0.15% -21 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,208 shares; 2024Q4: 4,264 shares; 2025Q1: 6,021 shares; 2025Q2: 6,596 shares; 2025Q3: 6,860 shares; 2025Q4: 7,169 shares; 2026Q1: 8,478 shares; 2026Q2: 8,550 shares 8,550 $1.75M 0.14% +72 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: 28,204 shares; 2024Q4: 27,777 shares; 2025Q1: 27,708 shares; 2025Q2: 28,021 shares; 2025Q3: 27,969 shares; 2025Q4: 28,240 shares; 2026Q1: 28,019 shares; 2026Q2: 29,131 shares 29,131 $1.74M 0.14% +1,112 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: 5,769 shares; 2024Q4: 5,769 shares; 2025Q1: 7,547 shares; 2025Q2: 7,504 shares; 2025Q3: 7,504 shares; 2025Q4: 7,504 shares; 2026Q1: 7,622 shares; 2026Q2: 7,622 shares 7,622 $1.67M 0.14% 0 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: 13,155 shares; 2024Q4: 12,997 shares; 2025Q1: 14,579 shares; 2025Q2: 12,539 shares; 2025Q3: 11,787 shares; 2025Q4: 11,164 shares; 2026Q1: 10,786 shares; 2026Q2: 10,935 shares 10,935 $1.62M 0.13% +149 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: 10,442 shares; 2024Q4: 10,477 shares; 2025Q1: 12,161 shares; 2025Q2: 12,192 shares; 2025Q3: 12,506 shares; 2025Q4: 12,371 shares; 2026Q1: 12,550 shares; 2026Q2: 12,386 shares 12,386 $1.57M 0.13% -164 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,197 shares; 2026Q2: 4,186 shares 4,186 $1.55M 0.13% -11 Timeline GNR 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: 23,703 shares; 2024Q4: 23,333 shares; 2025Q1: 23,609 shares; 2025Q2: 23,024 shares; 2025Q3: 22,803 shares; 2025Q4: 22,631 shares; 2026Q1: 22,129 shares; 2026Q2: 21,985 shares 21,985 $1.48M 0.12% -144 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,612 shares; 2024Q4: 61,827 shares; 2025Q1: 62,006 shares; 2025Q2: 60,108 shares; 2025Q3: 60,840 shares; 2025Q4: 59,750 shares; 2026Q1: 56,505 shares; 2026Q2: 57,298 shares 57,298 $1.47M 0.12% +793 Timeline TDIV 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: 15,677 shares; 2024Q4: 15,170 shares; 2025Q1: 15,017 shares; 2025Q2: 13,752 shares; 2025Q3: 13,480 shares; 2025Q4: 13,136 shares; 2026Q1: 12,894 shares; 2026Q2: 12,739 shares 12,739 $1.46M 0.12% -155 Timeline PRF 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: 37,793 shares; 2024Q4: 37,064 shares; 2025Q1: 36,739 shares; 2025Q2: 27,542 shares; 2025Q3: 27,157 shares; 2025Q4: 26,738 shares; 2026Q1: 26,050 shares; 2026Q2: 26,907 shares 26,907 $1.45M 0.12% +857 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: 5,703 shares; 2024Q4: 5,364 shares; 2025Q1: 5,700 shares; 2025Q2: 5,700 shares; 2025Q3: 5,753 shares; 2025Q4: 5,943 shares; 2026Q1: 5,943 shares; 2026Q2: 5,943 shares 5,943 $1.44M 0.12% 0 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: 22,246 shares; 2024Q4: 23,017 shares; 2025Q1: 5,191 shares; 2025Q2: 5,247 shares; 2025Q3: 5,092 shares; 2025Q4: 5,321 shares; 2026Q1: 5,354 shares; 2026Q2: 5,045 shares 5,045 $1.42M 0.12% -309 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,554 shares; 2024Q4: 1,369 shares; 2025Q1: 1,558 shares; 2025Q2: 1,522 shares; 2025Q3: 1,278 shares; 2025Q4: 1,514 shares; 2026Q1: 1,850 shares; 2026Q2: 1,954 shares 1,954 $1.41M 0.12% +104 Timeline FLV 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: 18,750 shares; 2024Q4: 19,515 shares; 2025Q1: 20,741 shares; 2025Q2: 18,466 shares; 2025Q3: 17,897 shares; 2025Q4: 17,931 shares; 2026Q1: 18,803 shares; 2026Q2: 17,355 shares 17,355 $1.41M 0.12% -1,448 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: 12,137 shares; 2024Q4: 12,531 shares; 2025Q1: 12,802 shares; 2025Q2: 13,283 shares; 2025Q3: 3,441 shares; 2025Q4: 3,600 shares; 2026Q1: 3,542 shares; 2026Q2: 3,974 shares 3,974 $1.36M 0.11% +432 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: 12,732 shares; 2024Q4: 12,192 shares; 2025Q1: 11,832 shares; 2025Q2: 10,355 shares; 2025Q3: 10,245 shares; 2025Q4: 9,994 shares; 2026Q1: 10,615 shares; 2026Q2: 10,589 shares 10,589 $1.36M 0.11% -26 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: 10,869 shares; 2024Q4: 13,262 shares; 2025Q1: 13,086 shares; 2025Q2: 13,997 shares; 2025Q3: 14,519 shares; 2025Q4: 14,736 shares; 2026Q1: 14,134 shares; 2026Q2: 15,229 shares 15,229 $1.34M 0.11% +1,095 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,250 shares; 2024Q4: 10,609 shares; 2025Q1: 10,859 shares; 2025Q2: 10,966 shares; 2025Q3: 12,474 shares; 2025Q4: 12,452 shares; 2026Q1: 11,703 shares; 2026Q2: 11,745 shares 11,745 $1.3M 0.11% +42 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: 2,667 shares; 2026Q1: 4,339 shares; 2026Q2: 6,094 shares 6,094 $1.3M 0.11% +1,755 Timeline IBD 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: 20,938 shares; 2024Q4: 21,184 shares; 2025Q1: 21,434 shares; 2025Q2: 25,111 shares; 2025Q3: 43,648 shares; 2025Q4: 58,102 shares; 2026Q1: 58,251 shares; 2026Q2: 53,281 shares 53,281 $1.27M 0.1% -4,970 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,957 shares; 2024Q4: 15,916 shares; 2025Q1: 16,524 shares; 2025Q2: 17,156 shares; 2025Q3: 16,684 shares; 2025Q4: 19,881 shares; 2026Q1: 20,119 shares; 2026Q2: 20,019 shares 20,019 $1.24M 0.1% -100 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: 8,479 shares; 2024Q4: 8,866 shares; 2025Q1: 7,241 shares; 2025Q2: 7,669 shares; 2025Q3: 7,206 shares; 2025Q4: 7,372 shares; 2026Q1: 7,295 shares; 2026Q2: 8,124 shares 8,124 $1.19M 0.1% +829 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: 1,355 shares; 2024Q4: 1,516 shares; 2025Q1: 1,536 shares; 2025Q2: 2,212 shares; 2025Q3: 2,203 shares; 2025Q4: 2,256 shares; 2026Q1: 2,228 shares; 2026Q2: 13,820 shares 13,820 $1.19M 0.1% +11,592 Timeline SPEU SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,734 shares; 2024Q4: 23,148 shares; 2025Q1: 22,649 shares; 2025Q2: 22,474 shares; 2025Q3: 22,357 shares; 2025Q4: 22,257 shares; 2026Q1: 21,629 shares; 2026Q2: 21,472 shares 21,472 $1.18M 0.1% -157 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: 19,591 shares; 2024Q4: 19,476 shares; 2025Q1: 19,768 shares; 2025Q2: 16,247 shares; 2025Q3: 15,597 shares; 2025Q4: 15,164 shares; 2026Q1: 15,164 shares; 2026Q2: 15,227 shares 15,227 $1.17M 0.1% +63 Timeline HELO 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: 4,752 shares; 2024Q4: 5,436 shares; 2025Q1: 12,829 shares; 2025Q2: 12,805 shares; 2025Q3: 15,769 shares; 2025Q4: 17,056 shares; 2026Q1: 17,023 shares; 2026Q2: 17,278 shares 17,278 $1.17M 0.1% +255 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,284 shares; 2025Q3: 2,305 shares; 2025Q4: 2,458 shares; 2026Q1: 2,795 shares; 2026Q2: 2,685 shares 2,685 $1.16M 0.1% -110 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: 2,980 shares; 2024Q4: 2,875 shares; 2025Q1: 2,595 shares; 2025Q2: 2,645 shares; 2025Q3: 2,645 shares; 2025Q4: 3,015 shares; 2026Q1: 3,075 shares; 2026Q2: 3,142 shares 3,142 $1.16M 0.09% +67 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: 1,144 shares; 2024Q4: 3,123 shares; 2025Q1: 3,401 shares; 2025Q2: 4,272 shares; 2025Q3: 4,316 shares; 2025Q4: 3,992 shares; 2026Q1: 3,394 shares; 2026Q2: 3,330 shares 3,330 $1.14M 0.09% -64 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: 5,371 shares; 2024Q4: 5,636 shares; 2025Q1: 5,647 shares; 2025Q2: 6,203 shares; 2025Q3: 6,213 shares; 2025Q4: 6,213 shares; 2026Q1: 6,501 shares; 2026Q2: 6,465 shares 6,465 $1.09M 0.09% -36 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: 34,898 shares; 2024Q4: 28,826 shares; 2025Q1: 15,861 shares; 2025Q2: 13,489 shares; 2025Q3: 14,169 shares; 2025Q4: 19,813 shares; 2026Q1: 23,902 shares; 2026Q2: 21,359 shares 21,359 $1.09M 0.09% -2,543 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: 1,214 shares; 2024Q4: not reported; 2025Q1: 1,205 shares; 2025Q2: 1,048 shares; 2025Q3: not reported; 2025Q4: 3,532 shares; 2026Q1: 3,496 shares; 2026Q2: 3,558 shares 3,558 $1.06M 0.09% +62 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: 23,367 shares; 2024Q4: 22,210 shares; 2025Q1: 21,369 shares; 2025Q2: 20,851 shares; 2025Q3: 20,689 shares; 2025Q4: 20,662 shares; 2026Q1: 20,607 shares; 2026Q2: 20,158 shares 20,158 $1.02M 0.08% -449 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: 2,441 shares; 2024Q4: 2,778 shares; 2025Q1: 2,869 shares; 2025Q2: 3,217 shares; 2025Q3: 3,195 shares; 2025Q4: 3,398 shares; 2026Q1: 3,807 shares; 2026Q2: 3,915 shares 3,915 $985K 0.08% +108 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,081 shares; 2024Q4: 8,112 shares; 2025Q1: 7,439 shares; 2025Q2: 5,148 shares; 2025Q3: 11,413 shares; 2025Q4: 11,002 shares; 2026Q1: 10,130 shares; 2026Q2: 9,144 shares 9,144 $984K 0.08% -986 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,267 shares; 2024Q4: 3,750 shares; 2025Q1: 3,906 shares; 2025Q2: 4,335 shares; 2025Q3: 4,340 shares; 2025Q4: 4,486 shares; 2026Q1: 4,546 shares; 2026Q2: 4,649 shares 4,649 $972K 0.08% +103 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 575 shares; 2024Q4: 599 shares; 2025Q1: 615 shares; 2025Q2: 706 shares; 2025Q3: 722 shares; 2025Q4: 768 shares; 2026Q1: 904 shares; 2026Q2: 958 shares 958 $969K 0.08% +54 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: 2,995 shares; 2024Q4: 3,735 shares; 2025Q1: 3,894 shares; 2025Q2: 4,997 shares; 2025Q3: 4,602 shares; 2025Q4: 4,267 shares; 2026Q1: 4,647 shares; 2026Q2: 5,335 shares 5,335 $965K 0.08% +688 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: 176,871 shares; 2024Q4: 199,295 shares; 2025Q1: 257,773 shares; 2025Q2: 216,752 shares; 2025Q3: 251,673 shares; 2025Q4: 308,587 shares; 2026Q1: 25,046 shares; 2026Q2: 18,662 shares 18,662 $944K 0.08% -6,384 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: 2,114 shares; 2024Q4: 2,022 shares; 2025Q1: 1,880 shares; 2025Q2: 1,960 shares; 2025Q3: 1,975 shares; 2025Q4: 1,952 shares; 2026Q1: 1,965 shares; 2026Q2: 1,842 shares 1,842 $938K 0.08% -123 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,050 shares; 2024Q4: 12,236 shares; 2025Q1: 12,431 shares; 2025Q2: 16,503 shares; 2025Q3: 24,310 shares; 2025Q4: 24,720 shares; 2026Q1: 25,092 shares; 2026Q2: 25,446 shares 25,446 $935K 0.08% +354 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: 11,688 shares; 2024Q4: 11,878 shares; 2025Q1: 12,431 shares; 2025Q2: 12,331 shares; 2025Q3: 12,160 shares; 2025Q4: 11,085 shares; 2026Q1: 10,877 shares; 2026Q2: 10,929 shares 10,929 $905K 0.07% +52 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: 1,205 shares; 2024Q4: 1,189 shares; 2025Q1: 1,520 shares; 2025Q2: 1,664 shares; 2025Q3: 762 shares; 2025Q4: 789 shares; 2026Q1: 788 shares; 2026Q2: 1,155 shares 1,155 $863K 0.07% +367 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 624 shares; 2024Q4: 633 shares; 2025Q1: not reported; 2025Q2: 732 shares; 2025Q3: 755 shares; 2025Q4: 757 shares; 2026Q1: 2,069 shares; 2026Q2: 2,010 shares 2,010 $857K 0.07% -59 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: 2,774 shares; 2024Q4: 2,710 shares; 2025Q1: 2,901 shares; 2025Q2: 3,136 shares; 2025Q3: 3,133 shares; 2025Q4: 3,078 shares; 2026Q1: 3,567 shares; 2026Q2: 3,080 shares 3,080 $832K 0.07% -487 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,589 shares; 2024Q4: 1,635 shares; 2025Q1: 1,618 shares; 2025Q2: 2,065 shares; 2025Q3: 2,070 shares; 2025Q4: 2,196 shares; 2026Q1: 2,411 shares; 2026Q2: 2,320 shares 2,320 $822K 0.07% -91 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,157 shares; 2024Q4: 1,134 shares; 2025Q1: 1,161 shares; 2025Q2: 1,113 shares; 2025Q3: 1,109 shares; 2025Q4: 1,147 shares; 2026Q1: 1,159 shares; 2026Q2: 1,149 shares 1,149 $819K 0.07% -10 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: 5,791 shares; 2024Q4: 5,114 shares; 2025Q1: 6,445 shares; 2025Q2: 8,297 shares; 2025Q3: 6,724 shares; 2025Q4: 9,321 shares; 2026Q1: 9,532 shares; 2026Q2: 10,067 shares 10,067 $818K 0.07% +535 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: 2,924 shares; 2024Q4: 2,904 shares; 2025Q1: not reported; 2025Q2: 3,877 shares; 2025Q3: 4,301 shares; 2025Q4: 4,412 shares; 2026Q1: 4,473 shares; 2026Q2: 4,267 shares 4,267 $810K 0.07% -206 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,036 shares; 2025Q3: 18,036 shares; 2025Q4: 18,118 shares; 2026Q1: 19,629 shares; 2026Q2: 20,881 shares 20,881 $792K 0.06% +1,252 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN 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: 17,940 shares; 2026Q2: 18,564 shares 18,564 $785K 0.06% +624 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: 690 shares; 2025Q3: 707 shares; 2025Q4: 544 shares; 2026Q1: 655 shares; 2026Q2: 667 shares 667 $784K 0.06% +12 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,201 shares; 2024Q4: 8,653 shares; 2025Q1: 8,175 shares; 2025Q2: 7,846 shares; 2025Q3: 7,806 shares; 2025Q4: 7,803 shares; 2026Q1: 7,693 shares; 2026Q2: 8,108 shares 8,108 $775K 0.06% +415 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,266 shares; 2024Q4: 45,126 shares; 2025Q1: 7,955 shares; 2025Q2: 8,293 shares; 2025Q3: 8,281 shares; 2025Q4: 5,566 shares; 2026Q1: 6,300 shares; 2026Q2: 6,400 shares 6,400 $757K 0.06% +100 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: 9,754 shares; 2024Q4: 9,818 shares; 2025Q1: 10,165 shares; 2025Q2: 9,810 shares; 2025Q3: 9,810 shares; 2025Q4: 9,810 shares; 2026Q1: 9,900 shares; 2026Q2: 9,900 shares 9,900 $750K 0.06% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,462 shares; 2025Q1: 3,403 shares; 2025Q2: 4,387 shares; 2025Q3: 4,457 shares; 2025Q4: 4,690 shares; 2026Q1: 5,167 shares; 2026Q2: 5,326 shares 5,326 $745K 0.06% +159 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: 3,198 shares; 2024Q4: 3,125 shares; 2025Q1: 3,122 shares; 2025Q2: 3,335 shares; 2025Q3: 3,323 shares; 2025Q4: 3,411 shares; 2026Q1: 3,422 shares; 2026Q2: 3,411 shares 3,411 $743K 0.06% -11 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: 1,002 shares; 2024Q4: 1,086 shares; 2025Q1: 1,238 shares; 2025Q2: 1,327 shares; 2025Q3: 1,569 shares; 2025Q4: 1,657 shares; 2026Q1: 1,454 shares; 2026Q2: 1,438 shares 1,438 $739K 0.06% -16 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: 1,437 shares; 2024Q4: 1,463 shares; 2025Q1: 1,552 shares; 2025Q2: 1,710 shares; 2025Q3: 1,781 shares; 2025Q4: 1,933 shares; 2026Q1: 1,901 shares; 2026Q2: 1,959 shares 1,959 $732K 0.06% +58 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,105 shares; 2024Q4: 22,422 shares; 2025Q1: 29,140 shares; 2025Q2: 31,429 shares; 2025Q3: 33,554 shares; 2025Q4: 35,367 shares; 2026Q1: 33,058 shares; 2026Q2: 36,212 shares 36,212 $710K 0.06% +3,154 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,494 shares; 2024Q4: 21,577 shares; 2025Q1: 28,048 shares; 2025Q2: 30,218 shares; 2025Q3: 32,253 shares; 2025Q4: 33,868 shares; 2026Q1: 31,698 shares; 2026Q2: 34,784 shares 34,784 $708K 0.06% +3,086 Timeline SPTS 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: 38,444 shares; 2024Q4: 48,775 shares; 2025Q1: 59,619 shares; 2025Q2: 54,729 shares; 2025Q3: 53,731 shares; 2025Q4: 33,900 shares; 2026Q1: 27,649 shares; 2026Q2: 24,377 shares 24,377 $707K 0.06% -3,272 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: 3,760 shares; 2025Q1: 7,143 shares; 2025Q2: 7,291 shares; 2025Q3: 8,652 shares; 2025Q4: 9,141 shares; 2026Q1: 9,765 shares; 2026Q2: 11,503 shares 11,503 $707K 0.06% +1,738 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 995 shares; 2024Q4: 1,053 shares; 2025Q1: 1,069 shares; 2025Q2: 1,276 shares; 2025Q3: 1,368 shares; 2025Q4: 1,375 shares; 2026Q1: 1,379 shares; 2026Q2: 1,333 shares 1,333 $679K 0.06% -46 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,370 shares; 2024Q4: 22,041 shares; 2025Q1: 29,148 shares; 2025Q2: 31,456 shares; 2025Q3: 33,611 shares; 2025Q4: 35,422 shares; 2026Q1: 33,031 shares; 2026Q2: 36,420 shares 36,420 $677K 0.06% +3,389 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,055 shares; 2024Q4: 22,616 shares; 2025Q1: 30,696 shares; 2025Q2: 33,298 shares; 2025Q3: 35,709 shares; 2025Q4: 37,659 shares; 2026Q1: 37,380 shares; 2026Q2: 41,278 shares 41,278 $676K 0.06% +3,898 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,145 shares; 2024Q4: 24,593 shares; 2025Q1: 32,539 shares; 2025Q2: 35,087 shares; 2025Q3: 37,503 shares; 2025Q4: 39,498 shares; 2026Q1: 36,822 shares; 2026Q2: 40,630 shares 40,630 $676K 0.06% +3,808 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,965 shares; 2024Q4: 17,979 shares; 2025Q1: 24,476 shares; 2025Q2: 26,605 shares; 2025Q3: 28,522 shares; 2025Q4: 30,040 shares; 2026Q1: 29,797 shares; 2026Q2: 32,965 shares 32,965 $676K 0.06% +3,168 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: 2,289 shares; 2024Q4: 2,250 shares; 2025Q1: 2,189 shares; 2025Q2: 2,057 shares; 2025Q3: 2,132 shares; 2025Q4: 2,221 shares; 2026Q1: 2,211 shares; 2026Q2: 2,218 shares 2,218 $672K 0.06% +7 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,795 shares; 2024Q4: 10,560 shares; 2025Q1: 10,560 shares; 2025Q2: 10,560 shares; 2025Q3: 10,560 shares; 2025Q4: 10,560 shares; 2026Q1: 10,560 shares; 2026Q2: 10,560 shares 10,560 $666K 0.05% 0 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: 10,974 shares; 2024Q4: 10,995 shares; 2025Q1: 12,105 shares; 2025Q2: 12,105 shares; 2025Q3: 12,105 shares; 2025Q4: 11,651 shares; 2026Q1: 11,602 shares; 2026Q2: 12,377 shares 12,377 $664K 0.05% +775 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: 2,048 shares; 2024Q4: 2,048 shares; 2025Q1: 2,048 shares; 2025Q2: 1,938 shares; 2025Q3: 1,938 shares; 2025Q4: 1,896 shares; 2026Q1: 1,896 shares; 2026Q2: 1,896 shares 1,896 $650K 0.05% 0 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS 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: 1,106 shares; 2025Q4: 1,130 shares; 2026Q1: 1,106 shares; 2026Q2: 1,119 shares 1,119 $646K 0.05% +13 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: 7,959 shares; 2024Q4: 8,167 shares; 2025Q1: 7,930 shares; 2025Q2: 8,440 shares; 2025Q3: 8,409 shares; 2025Q4: 8,436 shares; 2026Q1: 8,336 shares; 2026Q2: 8,833 shares 8,833 $636K 0.05% +497 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: 3,436 shares; 2024Q4: 3,741 shares; 2025Q1: 3,713 shares; 2025Q2: 3,651 shares; 2025Q3: 3,820 shares; 2025Q4: 3,912 shares; 2026Q1: 3,686 shares; 2026Q2: 3,779 shares 3,779 $612K 0.05% +93 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: 4,240 shares; 2024Q4: 4,240 shares; 2025Q1: 4,089 shares; 2025Q2: 3,748 shares; 2025Q3: 3,748 shares; 2025Q4: 3,747 shares; 2026Q1: 3,805 shares; 2026Q2: 3,805 shares 3,805 $604K 0.05% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,169 shares; 2026Q1: 4,830 shares; 2026Q2: 4,958 shares 4,958 $601K 0.05% +128 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: 4,195 shares 4,195 $586K 0.05% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,210 shares; 2024Q4: 1,588 shares; 2025Q1: 1,598 shares; 2025Q2: 1,823 shares; 2025Q3: 1,813 shares; 2025Q4: 1,898 shares; 2026Q1: 2,009 shares; 2026Q2: 1,853 shares 1,853 $583K 0.05% -156 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: 5,316 shares; 2024Q4: not reported; 2025Q1: 6,033 shares; 2025Q2: 8,740 shares; 2025Q3: 5,725 shares; 2025Q4: 6,119 shares; 2026Q1: 6,131 shares; 2026Q2: 6,166 shares 6,166 $576K 0.05% +35 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,443 shares; 2025Q2: 5,420 shares; 2025Q3: 5,517 shares; 2025Q4: 5,358 shares; 2026Q1: 5,441 shares; 2026Q2: 5,542 shares 5,542 $573K 0.05% +101 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: 147,739 shares; 2024Q4: 147,589 shares; 2025Q1: 143,502 shares; 2025Q2: 137,305 shares; 2025Q3: 129,288 shares; 2025Q4: 127,630 shares; 2026Q1: 125,228 shares; 2026Q2: 114,888 shares 114,888 $573K 0.05% -10,340 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: 7,264 shares; 2024Q4: 8,056 shares; 2025Q1: 8,434 shares; 2025Q2: 8,029 shares; 2025Q3: 8,346 shares; 2025Q4: 7,092 shares; 2026Q1: 6,789 shares; 2026Q2: 6,926 shares 6,926 $572K 0.05% +137 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: 5,203 shares; 2024Q4: 5,735 shares; 2025Q1: 6,493 shares; 2025Q2: 5,193 shares; 2025Q3: 5,170 shares; 2025Q4: 5,441 shares; 2026Q1: 5,460 shares; 2026Q2: 5,452 shares 5,452 $557K 0.05% -8 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,658 shares; 2024Q4: 5,535 shares; 2025Q1: 5,749 shares; 2025Q2: 5,684 shares; 2025Q3: 5,527 shares; 2025Q4: 4,723 shares; 2026Q1: 3,053 shares; 2026Q2: 2,880 shares 2,880 $542K 0.04% -173 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: 1,358 shares; 2024Q4: 1,288 shares; 2025Q1: 770 shares; 2025Q2: 781 shares; 2025Q3: 807 shares; 2025Q4: 684 shares; 2026Q1: 634 shares; 2026Q2: 773 shares 773 $531K 0.04% +139 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,519 shares; 2024Q4: 1,485 shares; 2025Q1: 2,059 shares; 2025Q2: 2,511 shares; 2025Q3: 2,574 shares; 2025Q4: 2,772 shares; 2026Q1: 3,190 shares; 2026Q2: 2,761 shares 2,761 $526K 0.04% -429 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: 1,366 shares; 2024Q4: 1,565 shares; 2025Q1: 1,624 shares; 2025Q2: 1,475 shares; 2025Q3: 1,326 shares; 2025Q4: 1,380 shares; 2026Q1: 1,472 shares; 2026Q2: 1,428 shares 1,428 $517K 0.04% -44 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,672 shares; 2024Q4: 1,709 shares; 2025Q1: 1,693 shares; 2025Q2: 1,715 shares; 2025Q3: 1,649 shares; 2025Q4: 1,721 shares; 2026Q1: 1,622 shares; 2026Q2: 1,495 shares 1,495 $515K 0.04% -127 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,106 shares; 2026Q1: 10,080 shares; 2026Q2: 9,663 shares 9,663 $514K 0.04% -417 Timeline FIXD 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: 1,254,568 shares; 2024Q4: 1,338,620 shares; 2025Q1: 31,348 shares; 2025Q2: 30,021 shares; 2025Q3: 19,926 shares; 2025Q4: 18,325 shares; 2026Q1: 14,943 shares; 2026Q2: 11,624 shares 11,624 $507K 0.04% -3,319 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,335 shares; 2024Q4: 1,570 shares; 2025Q1: 1,603 shares; 2025Q2: 1,878 shares; 2025Q3: 1,848 shares; 2025Q4: 1,895 shares; 2026Q1: 2,161 shares; 2026Q2: 2,192 shares 2,192 $503K 0.04% +31 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,868 shares; 2024Q4: 6,868 shares; 2025Q1: 6,868 shares; 2025Q2: 6,868 shares; 2025Q3: 6,868 shares; 2025Q4: 6,868 shares; 2026Q1: 6,868 shares; 2026Q2: 6,868 shares 6,868 $503K 0.04% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,111 shares; 2024Q4: 14,143 shares; 2025Q1: 13,976 shares; 2025Q2: 14,058 shares; 2025Q3: 13,383 shares; 2025Q4: 13,538 shares; 2026Q1: 13,724 shares; 2026Q2: 13,433 shares 13,433 $496K 0.04% -291 Timeline SUB 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: 2,903 shares; 2026Q1: 3,993 shares; 2026Q2: 4,654 shares 4,654 $496K 0.04% +661 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,337 shares; 2024Q4: 10,852 shares; 2025Q1: 12,731 shares; 2025Q2: 16,177 shares; 2025Q3: 18,810 shares; 2025Q4: 20,759 shares; 2026Q1: 1,080 shares; 2026Q2: 1,182 shares 1,182 $491K 0.04% +102 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,361 shares; 2024Q4: 3,361 shares; 2025Q1: 3,315 shares; 2025Q2: 3,286 shares; 2025Q3: 3,286 shares; 2025Q4: 3,327 shares; 2026Q1: 3,547 shares; 2026Q2: 3,547 shares 3,547 $488K 0.04% 0 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: 1,635 shares 1,635 $487K 0.04% new 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: 2,841 shares; 2024Q4: 2,936 shares; 2025Q1: 2,968 shares; 2025Q2: 2,939 shares; 2025Q3: 2,937 shares; 2025Q4: 2,945 shares; 2026Q1: 1,652 shares; 2026Q2: 1,127 shares 1,127 $486K 0.04% -525 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,002 shares; 2025Q3: 14,652 shares; 2025Q4: 17,467 shares; 2026Q1: 19,677 shares; 2026Q2: 23,071 shares 23,071 $486K 0.04% +3,394 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 603 shares; 2025Q2: 604 shares; 2025Q3: 604 shares; 2025Q4: 604 shares; 2026Q1: 605 shares; 2026Q2: 606 shares 606 $482K 0.04% +1 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: 3,801 shares; 2025Q1: 3,756 shares; 2025Q2: 3,600 shares; 2025Q3: 4,141 shares; 2025Q4: 4,475 shares; 2026Q1: 4,600 shares; 2026Q2: 4,098 shares 4,098 $478K 0.04% -502 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 209 shares 209 $475K 0.04% 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: 1,725 shares; 2024Q4: 1,903 shares; 2025Q1: 1,856 shares; 2025Q2: 2,441 shares; 2025Q3: 2,350 shares; 2025Q4: 2,625 shares; 2026Q1: 3,008 shares; 2026Q2: 2,154 shares 2,154 $475K 0.04% -854 Timeline SHYD 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: 18,308 shares; 2024Q4: 25,201 shares; 2025Q1: 25,201 shares; 2025Q2: 20,757 shares; 2025Q3: 20,757 shares; 2025Q4: 20,757 shares; 2026Q1: 19,863 shares; 2026Q2: 19,863 shares 19,863 $455K 0.04% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,560 shares; 2025Q2: 2,873 shares; 2025Q3: 3,151 shares; 2025Q4: 2,882 shares; 2026Q1: 2,882 shares; 2026Q2: 2,882 shares 2,882 $452K 0.04% 0 Timeline IOCT 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: 11,883 shares; 2024Q4: 11,883 shares; 2025Q1: 11,883 shares; 2025Q2: 11,883 shares; 2025Q3: 11,883 shares; 2025Q4: 11,883 shares; 2026Q1: 11,883 shares; 2026Q2: 11,883 shares 11,883 $440K 0.04% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 178 shares; 2025Q1: 192 shares; 2025Q2: 252 shares; 2025Q3: 283 shares; 2025Q4: 281 shares; 2026Q1: 235 shares; 2026Q2: 224 shares 224 $437K 0.04% -11 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: 324 shares; 2024Q4: 318 shares; 2025Q1: not reported; 2025Q2: 319 shares; 2025Q3: 323 shares; 2025Q4: 329 shares; 2026Q1: 375 shares; 2026Q2: 376 shares 376 $426K 0.03% +1 Timeline EMLP 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: 5,516 shares; 2025Q2: 5,516 shares; 2025Q3: 5,516 shares; 2025Q4: 5,516 shares; 2026Q1: 5,516 shares; 2026Q2: 9,734 shares 9,734 $423K 0.03% +4,218 Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,076 shares; 2025Q3: 12,683 shares; 2025Q4: 15,102 shares; 2026Q1: 16,793 shares; 2026Q2: 20,259 shares 20,259 $419K 0.03% +3,466 Timeline VCIT 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: 2,870 shares; 2024Q4: not reported; 2025Q1: 2,465 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,844 shares; 2026Q1: 3,919 shares; 2026Q2: 5,012 shares 5,012 $414K 0.03% +1,093 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,290 shares; 2026Q2: 3,686 shares 3,686 $409K 0.03% +396 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,773 shares; 2024Q4: 5,752 shares; 2025Q1: 5,680 shares; 2025Q2: 5,708 shares; 2025Q3: 5,700 shares; 2025Q4: 5,693 shares; 2026Q1: 5,700 shares; 2026Q2: 5,526 shares 5,526 $395K 0.03% -174 Timeline EFOR EVERFORTH INC More: the full row for EVERFORTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,830 shares 21,830 $390K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,455 shares; 2025Q3: 1,480 shares; 2025Q4: 1,612 shares; 2026Q1: 1,764 shares; 2026Q2: 1,771 shares 1,771 $383K 0.03% +7 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 559 shares; 2024Q4: 607 shares; 2025Q1: 596 shares; 2025Q2: 1,255 shares; 2025Q3: 1,088 shares; 2025Q4: 1,254 shares; 2026Q1: 1,229 shares; 2026Q2: 964 shares 964 $383K 0.03% -265 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: 4,701 shares; 2024Q4: 5,033 shares; 2025Q1: 4,991 shares; 2025Q2: 5,342 shares; 2025Q3: 5,157 shares; 2025Q4: 5,196 shares; 2026Q1: 4,857 shares; 2026Q2: 4,152 shares 4,152 $377K 0.03% -705 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,367 shares; 2024Q4: not reported; 2025Q1: 1,580 shares; 2025Q2: 1,805 shares; 2025Q3: 1,981 shares; 2025Q4: 2,140 shares; 2026Q1: 2,005 shares; 2026Q2: 2,034 shares 2,034 $376K 0.03% +29 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA 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: 746 shares; 2026Q1: 794 shares; 2026Q2: 1,328 shares 1,328 $366K 0.03% +534 Timeline WAY WAYSTAR HLDG CORP More: the full row for WAYSTAR HLDG 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: 17,788 shares 17,788 $365K 0.03% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,999 shares; 2026Q2: 2,127 shares 2,127 $361K 0.03% +128 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: 20,643 shares; 2024Q4: 21,896 shares; 2025Q1: 22,527 shares; 2025Q2: 28,765 shares; 2025Q3: 24,345 shares; 2025Q4: 20,743 shares; 2026Q1: 18,530 shares; 2026Q2: 17,411 shares 17,411 $360K 0.03% -1,119 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: 753 shares; 2025Q2: 811 shares; 2025Q3: 834 shares; 2025Q4: 901 shares; 2026Q1: 918 shares; 2026Q2: 989 shares 989 $335K 0.03% +71 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 543 shares; 2024Q4: 674 shares; 2025Q1: 720 shares; 2025Q2: 838 shares; 2025Q3: 829 shares; 2025Q4: 4,250 shares; 2026Q1: 3,850 shares; 2026Q2: 3,356 shares 3,356 $333K 0.03% -494 Timeline FLEX FLEX LTD More: the full row for FLEX LTD 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: 2,044 shares 2,044 $331K 0.03% 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: 1,899 shares; 2024Q4: 1,899 shares; 2025Q1: 1,899 shares; 2025Q2: 1,866 shares; 2025Q3: 1,910 shares; 2025Q4: 1,871 shares; 2026Q1: 1,977 shares; 2026Q2: 1,977 shares 1,977 $325K 0.03% 0 Timeline RSPU 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: 4,164 shares; 2024Q4: 4,164 shares; 2025Q1: 3,966 shares; 2025Q2: 3,966 shares; 2025Q3: 3,966 shares; 2025Q4: 3,966 shares; 2026Q1: 3,934 shares; 2026Q2: 3,934 shares 3,934 $319K 0.03% 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: 367 shares; 2024Q4: 395 shares; 2025Q1: 472 shares; 2025Q2: 573 shares; 2025Q3: 590 shares; 2025Q4: 5,949 shares; 2026Q1: 6,765 shares; 2026Q2: 4,464 shares 4,464 $319K 0.03% -2,301 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,985 shares; 2025Q3: 2,169 shares; 2025Q4: 2,288 shares; 2026Q1: 2,400 shares; 2026Q2: 2,504 shares 2,504 $316K 0.03% +104 Timeline HYBL 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: 7,303 shares; 2025Q4: 7,303 shares; 2026Q1: 11,257 shares; 2026Q2: 11,257 shares 11,257 $315K 0.03% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER 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: 1,186 shares; 2025Q4: 1,220 shares; 2026Q1: 1,317 shares; 2026Q2: 1,381 shares 1,381 $313K 0.03% +64 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN 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: 580 shares; 2025Q4: 660 shares; 2026Q1: 601 shares; 2026Q2: 606 shares 606 $312K 0.03% +5 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION 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: 1,876 shares; 2026Q2: 2,057 shares 2,057 $301K 0.02% +181 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,158 shares 1,158 $296K 0.02% new Timeline CSX CSX CORP More: the full row for CSX 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: 5,853 shares; 2026Q2: 6,184 shares 6,184 $294K 0.02% +331 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,688 shares; 2024Q4: 8,373 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,056 shares; 2026Q1: 11,299 shares; 2026Q2: 11,860 shares 11,860 $292K 0.02% +561 Timeline PSLV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,009 shares; 2025Q4: 35,950 shares; 2026Q1: 15,342 shares; 2026Q2: 15,342 shares 15,342 $290K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 3,649 shares; 2025Q2: 3,652 shares; 2025Q3: 3,851 shares; 2025Q4: 3,829 shares; 2026Q1: 3,829 shares; 2026Q2: 3,829 shares 3,829 $289K 0.02% 0 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,564 shares; 2026Q1: 2,832 shares; 2026Q2: 3,513 shares 3,513 $284K 0.02% +681 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: 16,706 shares; 2024Q4: 16,913 shares; 2025Q1: 14,437 shares; 2025Q2: 13,492 shares; 2025Q3: 13,599 shares; 2025Q4: 12,256 shares; 2026Q1: 12,361 shares; 2026Q2: 11,908 shares 11,908 $282K 0.02% -453 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: 1,636 shares 1,636 $280K 0.02% new Timeline KVUE KENVUE INC More: the full row for KENVUE 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: 15,495 shares; 2026Q2: 14,487 shares 14,487 $277K 0.02% -1,008 Timeline ANAB ANAPTYSBIO INC More: the full row for ANAPTYSBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,124 shares; 2026Q2: 4,039 shares 4,039 $273K 0.02% -85 Timeline BIBL 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: not reported; 2025Q1: 5,250 shares; 2025Q2: 5,250 shares; 2025Q3: 4,659 shares; 2025Q4: 4,659 shares; 2026Q1: 4,659 shares; 2026Q2: 4,659 shares 4,659 $270K 0.02% 0 Timeline INTA INTAPP INC More: the full row for INTAPP 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: 10,663 shares 10,663 $269K 0.02% new Timeline RLI RLI CORP More: the full row for RLI 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: 4,534 shares 4,534 $268K 0.02% new Timeline PHYS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,958 shares; 2025Q3: 6,787 shares; 2025Q4: 13,416 shares; 2026Q1: 8,658 shares; 2026Q2: 8,658 shares 8,658 $261K 0.02% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN 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: 252 shares; 2026Q1: 264 shares; 2026Q2: 264 shares 264 $258K 0.02% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,082 shares; 2025Q1: 996 shares; 2025Q2: 1,034 shares; 2025Q3: 1,028 shares; 2025Q4: 1,030 shares; 2026Q1: 1,058 shares; 2026Q2: 1,075 shares 1,075 $256K 0.02% +17 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: 699 shares; 2026Q1: 741 shares; 2026Q2: 760 shares 760 $251K 0.02% +19 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,442 shares; 2026Q1: 1,582 shares; 2026Q2: 1,653 shares 1,653 $250K 0.02% +71 Timeline UGL PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,048 shares; 2025Q3: 7,013 shares; 2025Q4: 5,615 shares; 2026Q1: 6,113 shares; 2026Q2: 5,613 shares 5,613 $246K 0.02% -500 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,330 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,839 shares; 2026Q2: 5,075 shares 5,075 $246K 0.02% +236 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,334 shares; 2024Q4: 1,325 shares; 2025Q1: 1,424 shares; 2025Q2: 1,350 shares; 2025Q3: 1,223 shares; 2025Q4: not reported; 2026Q1: 1,456 shares; 2026Q2: 1,500 shares 1,500 $245K 0.02% +44 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: 1,128 shares; 2025Q3: 1,180 shares; 2025Q4: 1,230 shares; 2026Q1: 1,195 shares; 2026Q2: 1,219 shares 1,219 $245K 0.02% +24 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: 4,158 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,932 shares; 2026Q2: 3,266 shares 3,266 $243K 0.02% +334 Timeline JIRE 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: 3,154 shares; 2025Q3: 3,154 shares; 2025Q4: 2,938 shares; 2026Q1: 2,938 shares; 2026Q2: 2,938 shares 2,938 $242K 0.02% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,123 shares; 2026Q1: 2,946 shares; 2026Q2: 3,130 shares 3,130 $241K 0.02% +184 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 826 shares; 2025Q2: 994 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,095 shares 1,095 $239K 0.02% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 480 shares 480 $236K 0.02% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR 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: 2,757 shares; 2025Q4: 2,757 shares; 2026Q1: 2,757 shares; 2026Q2: 2,757 shares 2,757 $236K 0.02% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED 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: 631 shares; 2026Q2: 689 shares 689 $235K 0.02% +58 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 273 shares 273 $234K 0.02% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS 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: 697 shares 697 $233K 0.02% new 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: 2,458 shares; 2024Q4: 2,285 shares; 2025Q1: 2,601 shares; 2025Q2: 2,308 shares; 2025Q3: 2,357 shares; 2025Q4: 2,538 shares; 2026Q1: 2,096 shares; 2026Q2: 2,411 shares 2,411 $232K 0.02% +315 Timeline OPCH OPTION CARE HEALTH INC More: the full row for OPTION CARE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,046 shares 11,046 $232K 0.02% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE 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: 860 shares 860 $231K 0.02% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,025 shares 2,025 $231K 0.02% new Timeline MRX MAREX GROUP PLC More: the full row for MAREX GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,761 shares 3,761 $229K 0.02% new 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: not reported; 2024Q4: 463 shares; 2025Q1: 547 shares; 2025Q2: 511 shares; 2025Q3: 470 shares; 2025Q4: 497 shares; 2026Q1: 469 shares; 2026Q2: 500 shares 500 $226K 0.02% +31 Timeline FJUN 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: 3,769 shares; 2025Q3: 3,768 shares; 2025Q4: 3,766 shares; 2026Q1: 3,766 shares; 2026Q2: 3,763 shares 3,763 $226K 0.02% -3 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 722 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 846 shares; 2026Q2: 705 shares 705 $224K 0.02% -141 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,954 shares; 2025Q2: 8,926 shares; 2025Q3: 8,927 shares; 2025Q4: 9,159 shares; 2026Q1: not reported; 2026Q2: 8,880 shares 8,880 $224K 0.02% new Timeline AME AMETEK INC More: the full row for AMETEK 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: 927 shares 927 $224K 0.02% new Timeline BMI BADGER METER INC More: the full row for BADGER METER 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: 1,510 shares 1,510 $224K 0.02% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 859 shares; 2026Q2: 853 shares 853 $222K 0.02% -6 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER 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: 4,238 shares 4,238 $221K 0.02% new Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,916 shares; 2026Q2: 3,916 shares 3,916 $220K 0.02% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 930 shares 930 $220K 0.02% new Timeline WWJD 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,359 shares; 2026Q2: 5,748 shares 5,748 $219K 0.02% +389 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: 3,065 shares; 2024Q4: 2,709 shares; 2025Q1: 2,719 shares; 2025Q2: 2,149 shares; 2025Q3: 2,148 shares; 2025Q4: 2,089 shares; 2026Q1: not reported; 2026Q2: 2,030 shares 2,030 $219K 0.02% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,162 shares; 2024Q4: 3,736 shares; 2025Q1: 3,949 shares; 2025Q2: 5,598 shares; 2025Q3: 3,865 shares; 2025Q4: not reported; 2026Q1: 3,538 shares; 2026Q2: 3,775 shares 3,775 $218K 0.02% +237 Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,821 shares 16,821 $218K 0.02% new 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: 4,543 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 974 shares 974 $217K 0.02% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM 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: 574 shares 574 $215K 0.02% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,996 shares 1,996 $215K 0.02% new Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,500 shares 3,500 $213K 0.02% new Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD 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: 4,755 shares 4,755 $210K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,127 shares; 2025Q3: 3,308 shares; 2025Q4: 4,330 shares; 2026Q1: 3,992 shares; 2026Q2: 2,329 shares 2,329 $209K 0.02% -1,663 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,092 shares 1,092 $208K 0.02% 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: not reported; 2026Q2: 2,300 shares 2,300 $207K 0.02% new Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,242 shares; 2026Q1: 2,265 shares; 2026Q2: 2,238 shares 2,238 $206K 0.02% -27 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 279,977 shares; 2024Q4: 310,529 shares; 2025Q1: 316,453 shares; 2025Q2: 338,955 shares; 2025Q3: 367,651 shares; 2025Q4: 389,055 shares; 2026Q1: 4,436 shares; 2026Q2: 4,031 shares 4,031 $204K 0.02% -405 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL 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: 9,500 shares 9,500 $203K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,343 shares 3,343 $202K 0.02% new Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,180 shares; 2024Q4: 22,519 shares; 2025Q1: 21,038 shares; 2025Q2: 18,294 shares; 2025Q3: 17,707 shares; 2025Q4: 14,380 shares; 2026Q1: 10,098 shares; 2026Q2: 10,058 shares 10,058 $196K 0.02% -40 Timeline SMPL SIMPLY GOOD FOODS CO More: the full row for SIMPLY GOOD FOODS 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: 13,802 shares 13,802 $183K 0.02% new Timeline VSTS VESTIS CORPORATION More: the full row for VESTIS CORPORATION 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: 11,960 shares; 2026Q2: 11,979 shares 11,979 $174K 0.01% +19 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: not reported; 2024Q4: not reported; 2025Q1: 11,861 shares; 2025Q2: 10,797 shares; 2025Q3: 11,044 shares; 2025Q4: 11,174 shares; 2026Q1: 11,529 shares; 2026Q2: 11,784 shares 11,784 $164K 0.01% +255 Timeline CRK COMSTOCK RES INC More: the full row for COMSTOCK RES 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: 10,821 shares 10,821 $161K 0.01% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,008 shares; 2026Q2: 10,404 shares 10,404 $144K 0.01% +396 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: not reported; 2025Q3: not reported; 2025Q4: 11,899 shares; 2026Q1: 13,628 shares; 2026Q2: 14,712 shares 14,712 $137K 0.01% +1,084 Timeline VRRM VERRA MOBILITY CORP More: the full row for VERRA MOBILITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,562 shares 29,562 $126K 0.01% new Timeline NB NIOCORP DEVS LTD More: the full row for NIOCORP DEVS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,792 shares; 2024Q4: 11,792 shares; 2025Q1: 15,429 shares; 2025Q2: 16,137 shares; 2025Q3: 16,137 shares; 2025Q4: 17,028 shares; 2026Q1: 19,718 shares; 2026Q2: 22,916 shares 22,916 $110K 0.01% +3,198 Timeline NEXT NEXTDECADE CORP More: the full row for NEXTDECADE 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: 10,973 shares 10,973 $82.7K 0.01% new Timeline LCID LUCID GROUP INC More: the full row for LUCID GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,305 shares 11,305 $75.6K 0.01% new Timeline