AAAA EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,794,030 shares; 2025Q4: 8,947,289 shares; 2026Q1: 9,065,825 shares; 2026Q2: 9,090,785 shares 9,090,785 $277M 20.28% +24,960 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,566,637 shares; 2024Q4: 1,727,791 shares; 2025Q1: 1,883,958 shares; 2025Q2: 1,955,562 shares; 2025Q3: 2,006,838 shares; 2025Q4: 2,039,763 shares; 2026Q1: 1,978,456 shares; 2026Q2: 2,038,034 shares 2,038,034 $104M 7.61% +59,578 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,217,034 shares; 2024Q4: 1,351,246 shares; 2025Q1: 1,512,538 shares; 2025Q2: 1,533,039 shares; 2025Q3: 1,599,668 shares; 2025Q4: 1,624,583 shares; 2026Q1: 1,662,973 shares; 2026Q2: 1,675,097 shares 1,675,097 $72.5M 5.31% +12,124 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 741,380 shares; 2024Q4: 803,546 shares; 2025Q1: 901,527 shares; 2025Q2: 873,033 shares; 2025Q3: 902,184 shares; 2025Q4: 914,215 shares; 2026Q1: 969,164 shares; 2026Q2: 936,549 shares 936,549 $71.3M 5.23% -32,615 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 581,659 shares; 2024Q4: 560,266 shares; 2025Q1: 616,916 shares; 2025Q2: 628,519 shares; 2025Q3: 658,647 shares; 2025Q4: 672,760 shares; 2026Q1: 670,909 shares; 2026Q2: 685,861 shares 685,861 $51.4M 3.77% +14,952 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: 285,368 shares; 2024Q4: 282,937 shares; 2025Q1: 328,504 shares; 2025Q2: 282,789 shares; 2025Q3: 319,082 shares; 2025Q4: 327,185 shares; 2026Q1: 336,052 shares; 2026Q2: 342,349 shares 342,349 $50.8M 3.72% +6,297 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 916,550 shares; 2024Q4: 1,043,413 shares; 2025Q1: 1,154,012 shares; 2025Q2: 1,116,281 shares; 2025Q3: 330,257 shares; 2025Q4: 323,379 shares; 2026Q1: 309,853 shares; 2026Q2: 305,892 shares 305,892 $41.8M 3.06% -3,961 Timeline GSST 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: 295,008 shares; 2024Q4: 689,114 shares; 2025Q1: 641,389 shares; 2025Q2: 692,859 shares; 2025Q3: 783,434 shares; 2025Q4: 787,192 shares; 2026Q1: 752,287 shares; 2026Q2: 816,573 shares 816,573 $41.3M 3.03% +64,286 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: 623,732 shares; 2025Q2: 672,758 shares; 2025Q3: 762,893 shares; 2025Q4: 769,637 shares; 2026Q1: 733,336 shares; 2026Q2: 790,733 shares 790,733 $40M 2.93% +57,397 Timeline CRUX COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,330,753 shares 1,330,753 $39.9M 2.92% new Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,739 shares; 2024Q4: 68,767 shares; 2025Q1: 70,518 shares; 2025Q2: 71,560 shares; 2025Q3: 44,215 shares; 2025Q4: 45,065 shares; 2026Q1: 49,071 shares; 2026Q2: 52,454 shares 52,454 $38.6M 2.83% +3,383 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,016,251 shares; 2025Q4: 1,032,666 shares; 2026Q1: 992,381 shares; 2026Q2: 994,569 shares 994,569 $36.2M 2.65% +2,188 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: 195,277 shares; 2024Q4: 275,941 shares; 2025Q1: 384,391 shares; 2025Q2: 397,698 shares; 2025Q3: 401,410 shares; 2025Q4: 407,425 shares; 2026Q1: 386,797 shares; 2026Q2: 362,842 shares 362,842 $35M 2.57% -23,955 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: 243,835 shares; 2024Q4: 257,129 shares; 2025Q1: 271,502 shares; 2025Q2: 273,880 shares; 2025Q3: 248,994 shares; 2025Q4: 255,977 shares; 2026Q1: 283,428 shares; 2026Q2: 309,723 shares 309,723 $29.6M 2.17% +26,295 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,888 shares; 2024Q4: 93,555 shares; 2025Q1: 94,418 shares; 2025Q2: 127,352 shares; 2025Q3: 74,251 shares; 2025Q4: 73,992 shares; 2026Q1: 76,554 shares; 2026Q2: 74,084 shares 74,084 $27.1M 1.99% -2,470 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: 74,048 shares; 2024Q4: 118,340 shares; 2025Q1: 132,995 shares; 2025Q2: 172,112 shares; 2025Q3: 178,222 shares; 2025Q4: 191,833 shares; 2026Q1: 212,011 shares; 2026Q2: 227,846 shares 227,846 $26.7M 1.95% +15,835 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: 60,029 shares; 2024Q4: 65,669 shares; 2025Q1: 66,060 shares; 2025Q2: 83,240 shares; 2025Q3: 76,070 shares; 2025Q4: 74,311 shares; 2026Q1: 75,325 shares; 2026Q2: 73,412 shares 73,412 $25M 1.83% -1,913 Timeline JMUB 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: 259,968 shares; 2025Q2: 233,473 shares; 2025Q3: 297,515 shares; 2025Q4: 333,858 shares; 2026Q1: 384,602 shares; 2026Q2: 470,566 shares 470,566 $23.8M 1.75% +85,964 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,652 shares; 2025Q3: 469,418 shares; 2025Q4: 482,698 shares; 2026Q1: 510,301 shares; 2026Q2: 200,597 shares 200,597 $20.5M 1.5% -309,704 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: 128,914 shares; 2024Q4: 127,902 shares; 2025Q1: 127,472 shares; 2025Q2: 128,541 shares; 2025Q3: 125,821 shares; 2025Q4: 126,826 shares; 2026Q1: 128,696 shares; 2026Q2: 129,420 shares 129,420 $15.2M 1.12% +724 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: 59,163 shares; 2024Q4: 59,763 shares; 2025Q1: 59,388 shares; 2025Q2: 62,956 shares; 2025Q3: 48,491 shares; 2025Q4: 47,548 shares; 2026Q1: 47,078 shares; 2026Q2: 48,267 shares 48,267 $14M 1.02% +1,189 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,510 shares; 2024Q4: 29,907 shares; 2025Q1: 29,983 shares; 2025Q2: 27,815 shares; 2025Q3: 25,531 shares; 2025Q4: 25,169 shares; 2026Q1: 26,316 shares; 2026Q2: 25,941 shares 25,941 $13.6M 0.99% -375 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: 64,248 shares; 2024Q4: 70,806 shares; 2025Q1: 70,437 shares; 2025Q2: 106,425 shares; 2025Q3: 81,208 shares; 2025Q4: 86,438 shares; 2026Q1: 86,434 shares; 2026Q2: 85,773 shares 85,773 $13.5M 0.99% -661 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 135,758 shares; 2025Q2: 145,347 shares; 2025Q3: 160,469 shares; 2025Q4: 168,834 shares; 2026Q1: 191,793 shares; 2026Q2: 222,327 shares 222,327 $13.4M 0.98% +30,534 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 104,326 shares; 2026Q1: 1,015,187 shares; 2026Q2: 1,033,780 shares 1,033,780 $13.1M 0.96% +18,593 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 142,838 shares; 2026Q2: 159,010 shares 159,010 $11.6M 0.85% +16,172 Timeline GPZ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 584,105 shares; 2026Q2: 533,985 shares 533,985 $11.4M 0.84% -50,120 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: 11,207 shares; 2024Q4: 11,250 shares; 2025Q1: 11,250 shares; 2025Q2: 11,490 shares; 2025Q3: 10,140 shares; 2025Q4: 10,312 shares; 2026Q1: 10,304 shares; 2026Q2: 13,662 shares 13,662 $10.2M 0.75% +3,358 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,819 shares; 2024Q4: 120,044 shares; 2025Q1: 121,351 shares; 2025Q2: 121,265 shares; 2025Q3: 87,703 shares; 2025Q4: 87,270 shares; 2026Q1: 84,621 shares; 2026Q2: 78,975 shares 78,975 $8.7M 0.64% -5,646 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: 118,568 shares; 2024Q4: 119,827 shares; 2025Q1: 119,264 shares; 2025Q2: 118,677 shares; 2025Q3: 43,598 shares; 2025Q4: 42,529 shares; 2026Q1: 42,295 shares; 2026Q2: 41,305 shares 41,305 $7.77M 0.57% -990 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,195 shares; 2024Q4: 17,199 shares; 2025Q1: 17,195 shares; 2025Q2: 19,596 shares; 2025Q3: 19,596 shares; 2025Q4: 19,613 shares; 2026Q1: 19,616 shares; 2026Q2: 21,766 shares 21,766 $7.37M 0.54% +2,150 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: 59,714 shares; 2024Q4: 60,085 shares; 2025Q1: 61,198 shares; 2025Q2: 64,771 shares; 2025Q3: 51,395 shares; 2025Q4: 49,313 shares; 2026Q1: 49,059 shares; 2026Q2: 42,805 shares 42,805 $7.03M 0.52% -6,254 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: 80,553 shares; 2024Q4: 78,940 shares; 2025Q1: 78,940 shares; 2025Q2: 71,850 shares; 2025Q3: 68,231 shares; 2025Q4: 64,690 shares; 2026Q1: 64,522 shares; 2026Q2: 64,990 shares 64,990 $4.91M 0.36% +468 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 144,551 shares; 2025Q3: 122,285 shares; 2025Q4: 119,390 shares; 2026Q1: 114,870 shares; 2026Q2: 65,656 shares 65,656 $4.45M 0.33% -49,214 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: 10,976 shares; 2024Q4: 11,110 shares; 2025Q1: 10,774 shares; 2025Q2: 10,502 shares; 2025Q3: 7,047 shares; 2025Q4: 7,504 shares; 2026Q1: 11,579 shares; 2026Q2: 11,732 shares 11,732 $4.43M 0.32% +153 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 965,421 shares; 2024Q4: 842,602 shares; 2025Q1: 185,664 shares; 2025Q2: 163,302 shares; 2025Q3: 110,600 shares; 2025Q4: 108,802 shares; 2026Q1: 99,617 shares; 2026Q2: 97,471 shares 97,471 $4.06M 0.3% -2,146 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: 42,706 shares; 2024Q4: 41,727 shares; 2025Q1: 41,942 shares; 2025Q2: 40,400 shares; 2025Q3: 23,846 shares; 2025Q4: 20,319 shares; 2026Q1: 19,964 shares; 2026Q2: 18,763 shares 18,763 $3.99M 0.29% -1,201 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: 10,281 shares; 2024Q4: 10,582 shares; 2025Q1: 10,745 shares; 2025Q2: 12,237 shares; 2025Q3: 8,169 shares; 2025Q4: 8,724 shares; 2026Q1: 8,671 shares; 2026Q2: 10,831 shares 10,831 $3.87M 0.28% +2,160 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,984 shares; 2024Q4: 42,191 shares; 2025Q1: 40,521 shares; 2025Q2: 56,811 shares; 2025Q3: 41,565 shares; 2025Q4: 41,555 shares; 2026Q1: 41,854 shares; 2026Q2: 39,818 shares 39,818 $3.8M 0.28% -2,036 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: 14,550 shares; 2024Q4: 13,626 shares; 2025Q1: 14,051 shares; 2025Q2: 17,028 shares; 2025Q3: 15,238 shares; 2025Q4: 13,755 shares; 2026Q1: 13,860 shares; 2026Q2: 15,938 shares 15,938 $3.8M 0.28% +2,078 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: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares; 2026Q2: 5 shares 5 $3.74M 0.27% 0 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 508,415 shares; 2024Q4: 499,882 shares; 2025Q1: 511,802 shares; 2025Q2: 528,412 shares; 2025Q3: 568,826 shares; 2025Q4: 401,117 shares; 2026Q1: 191,700 shares; 2026Q2: 146,335 shares 146,335 $3.47M 0.25% -45,365 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: 11,855 shares; 2024Q4: 11,962 shares; 2025Q1: 11,364 shares; 2025Q2: 11,683 shares; 2025Q3: 7,773 shares; 2025Q4: 7,540 shares; 2026Q1: 7,381 shares; 2026Q2: 8,583 shares 8,583 $3.2M 0.23% +1,202 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: 17,362 shares; 2024Q4: 17,585 shares; 2025Q1: 18,079 shares; 2025Q2: 20,936 shares; 2025Q3: 13,202 shares; 2025Q4: 12,132 shares; 2026Q1: 12,128 shares; 2026Q2: 15,145 shares 15,145 $3.03M 0.22% +3,017 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: 9,253 shares; 2024Q4: 9,288 shares; 2025Q1: 8,998 shares; 2025Q2: 8,621 shares; 2025Q3: 8,583 shares; 2025Q4: 7,730 shares; 2026Q1: 7,651 shares; 2026Q2: 7,773 shares 7,773 $2.86M 0.21% +122 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,008,308 shares; 2024Q4: 1,147,278 shares; 2025Q1: 992,058 shares; 2025Q2: 983,331 shares; 2025Q3: 130,194 shares; 2025Q4: 114,440 shares; 2026Q1: 91,847 shares; 2026Q2: 70,158 shares 70,158 $2.56M 0.19% -21,689 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: 27,935 shares; 2024Q4: 27,704 shares; 2025Q1: 27,536 shares; 2025Q2: 27,558 shares; 2025Q3: 11,786 shares; 2025Q4: 11,349 shares; 2026Q1: 11,239 shares; 2026Q2: 10,763 shares 10,763 $2.55M 0.19% -476 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: 8,288 shares; 2024Q4: 8,197 shares; 2025Q1: 8,433 shares; 2025Q2: 8,553 shares; 2025Q3: 6,335 shares; 2025Q4: 6,340 shares; 2026Q1: 6,436 shares; 2026Q2: 6,927 shares 6,927 $2.45M 0.18% +491 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,917 shares; 2024Q4: 107,987 shares; 2025Q1: 105,210 shares; 2025Q2: 104,810 shares; 2025Q3: 104,664 shares; 2025Q4: 104,707 shares; 2026Q1: 103,581 shares; 2026Q2: 100,344 shares 100,344 $2.28M 0.17% -3,237 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,408 shares; 2024Q4: 98,135 shares; 2025Q1: 96,164 shares; 2025Q2: 95,717 shares; 2025Q3: 92,255 shares; 2025Q4: 90,499 shares; 2026Q1: 90,835 shares; 2026Q2: 90,783 shares 90,783 $2.23M 0.16% -52 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 562,508 shares; 2024Q4: 639,448 shares; 2025Q1: 96,865 shares; 2025Q2: 108,470 shares; 2025Q3: 91,685 shares; 2025Q4: 88,152 shares; 2026Q1: 98,231 shares; 2026Q2: 107,120 shares 107,120 $2.23M 0.16% +8,889 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,352 shares 21,352 $2.17M 0.16% new Timeline CPSM CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 528,328 shares; 2024Q4: 449,961 shares; 2025Q1: 406,400 shares; 2025Q2: 151,785 shares; 2025Q3: 105,219 shares; 2025Q4: 101,231 shares; 2026Q1: 82,863 shares; 2026Q2: 73,632 shares 73,632 $2.15M 0.16% -9,231 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,487 shares; 2024Q4: 8,406 shares; 2025Q1: 8,880 shares; 2025Q2: 13,033 shares; 2025Q3: 12,185 shares; 2025Q4: 12,186 shares; 2026Q1: 11,558 shares; 2026Q2: 11,573 shares 11,573 $2.08M 0.15% +15 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: 12,366 shares; 2024Q4: 11,298 shares; 2025Q1: 11,138 shares; 2025Q2: 9,649 shares; 2025Q3: 6,571 shares; 2025Q4: 5,605 shares; 2026Q1: 5,560 shares; 2026Q2: 6,336 shares 6,336 $2.07M 0.15% +776 Timeline CPSL CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,137 shares; 2024Q4: 28,137 shares; 2025Q1: 21,137 shares; 2025Q2: 839,093 shares; 2025Q3: 85,495 shares; 2025Q4: 79,139 shares; 2026Q1: 76,248 shares; 2026Q2: 73,449 shares 73,449 $2.05M 0.15% -2,799 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: 26,175 shares; 2024Q4: 26,075 shares; 2025Q1: 26,075 shares; 2025Q2: 26,075 shares; 2025Q3: 18,113 shares; 2025Q4: 20,213 shares; 2026Q1: 21,019 shares; 2026Q2: 21,019 shares 21,019 $2.02M 0.15% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,362 shares; 2024Q4: 36,505 shares; 2025Q1: 40,491 shares; 2025Q2: 42,919 shares; 2025Q3: 29,043 shares; 2025Q4: 26,364 shares; 2026Q1: 25,090 shares; 2026Q2: 25,092 shares 25,092 $1.93M 0.14% +2 Timeline XTWO BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,078,321 shares; 2024Q4: 1,041,177 shares; 2025Q1: 88,729 shares; 2025Q2: 80,240 shares; 2025Q3: 61,303 shares; 2025Q4: 59,980 shares; 2026Q1: 49,094 shares; 2026Q2: 39,014 shares 39,014 $1.91M 0.14% -10,080 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 696,075 shares; 2024Q4: 80,155 shares; 2025Q1: 58,966 shares; 2025Q2: 53,849 shares; 2025Q3: 47,127 shares; 2025Q4: 46,091 shares; 2026Q1: 32,564 shares; 2026Q2: 24,174 shares 24,174 $1.85M 0.14% -8,390 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,121 shares; 2024Q4: 32,713 shares; 2025Q1: 32,717 shares; 2025Q2: 32,717 shares; 2025Q3: 12,835 shares; 2025Q4: 11,651 shares; 2026Q1: 13,220 shares; 2026Q2: 13,708 shares 13,708 $1.75M 0.13% +488 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: 4,507 shares; 2024Q4: 5,234 shares; 2025Q1: 5,211 shares; 2025Q2: 5,295 shares; 2025Q3: 3,207 shares; 2025Q4: 3,366 shares; 2026Q1: 3,606 shares; 2026Q2: 6,887 shares 6,887 $1.75M 0.13% +3,281 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,247 shares; 2024Q4: 13,059 shares; 2025Q1: 12,992 shares; 2025Q2: 13,202 shares; 2025Q3: 3,718 shares; 2025Q4: 3,460 shares; 2026Q1: 3,460 shares; 2026Q2: 13,977 shares 13,977 $1.74M 0.13% +10,517 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,622 shares; 2024Q4: 58,972 shares; 2025Q1: 60,236 shares; 2025Q2: 58,694 shares; 2025Q3: 44,793 shares; 2025Q4: 39,638 shares; 2026Q1: 39,603 shares; 2026Q2: 37,975 shares 37,975 $1.64M 0.12% -1,628 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: 12,203 shares; 2024Q4: 12,218 shares; 2025Q1: 13,563 shares; 2025Q2: 12,532 shares; 2025Q3: 7,024 shares; 2025Q4: 7,135 shares; 2026Q1: 7,462 shares; 2026Q2: 7,487 shares 7,487 $1.63M 0.12% +25 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: 1,465 shares; 2024Q4: 1,526 shares; 2025Q1: 1,546 shares; 2025Q2: 1,424 shares; 2025Q3: 993 shares; 2025Q4: 1,027 shares; 2026Q1: 999 shares; 2026Q2: 1,260 shares 1,260 $1.51M 0.11% +261 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,222 shares; 2024Q4: 6,222 shares; 2025Q1: 6,222 shares; 2025Q2: 7,332 shares; 2025Q3: 5,987 shares; 2025Q4: 6,250 shares; 2026Q1: 5,987 shares; 2026Q2: 5,987 shares 5,987 $1.45M 0.11% 0 Timeline SMAX 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: 50,101 shares; 2025Q3: 48,101 shares; 2025Q4: 48,101 shares; 2026Q1: 48,101 shares; 2026Q2: 48,101 shares 48,101 $1.34M 0.1% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,871 shares; 2024Q4: 9,130 shares; 2025Q1: 13,163 shares; 2025Q2: 29,137 shares; 2025Q3: 20,292 shares; 2025Q4: 19,519 shares; 2026Q1: 13,842 shares; 2026Q2: 13,734 shares 13,734 $1.33M 0.1% -108 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: 6,341 shares; 2024Q4: 8,187 shares; 2025Q1: 11,370 shares; 2025Q2: 17,659 shares; 2025Q3: 17,706 shares; 2025Q4: 17,370 shares; 2026Q1: 16,621 shares; 2026Q2: 15,641 shares 15,641 $1.3M 0.09% -980 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: 3,955 shares; 2024Q4: 3,602 shares; 2025Q1: 3,656 shares; 2025Q2: 3,614 shares; 2025Q3: 2,763 shares; 2025Q4: 2,423 shares; 2026Q1: 2,421 shares; 2026Q2: 2,566 shares 2,566 $1.28M 0.09% +145 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: 4,326 shares; 2024Q4: 4,223 shares; 2025Q1: 4,048 shares; 2025Q2: 4,048 shares; 2025Q3: 3,330 shares; 2025Q4: 6,660 shares; 2026Q1: 6,660 shares; 2026Q2: 6,398 shares 6,398 $1.22M 0.09% -262 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: 2,679 shares; 2024Q4: 2,719 shares; 2025Q1: 2,489 shares; 2025Q2: 2,559 shares; 2025Q3: 1,475 shares; 2025Q4: 1,409 shares; 2026Q1: 1,399 shares; 2026Q2: 1,976 shares 1,976 $1.11M 0.08% +577 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: 1,055 shares; 2024Q4: 855 shares; 2025Q1: 866 shares; 2025Q2: 871 shares; 2025Q3: 426 shares; 2025Q4: 427 shares; 2026Q1: 472 shares; 2026Q2: 1,175 shares 1,175 $1.1M 0.08% +703 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,224 shares; 2024Q4: 50,231 shares; 2025Q1: 51,157 shares; 2025Q2: 52,158 shares; 2025Q3: 53,597 shares; 2025Q4: 42,083 shares; 2026Q1: 84,152 shares; 2026Q2: 83,925 shares 83,925 $1.08M 0.08% -227 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,021 shares; 2024Q4: 22,022 shares; 2025Q1: 22,022 shares; 2025Q2: 22,023 shares; 2025Q3: 12,368 shares; 2025Q4: 12,368 shares; 2026Q1: 11,750 shares; 2026Q2: 11,750 shares 11,750 $1.05M 0.08% 0 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,650 shares; 2025Q3: 15,250 shares; 2025Q4: 14,084 shares; 2026Q1: 15,620 shares; 2026Q2: 13,382 shares 13,382 $1.01M 0.07% -2,238 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: 9,630 shares; 2024Q4: 9,716 shares; 2025Q1: 9,667 shares; 2025Q2: 9,702 shares; 2025Q3: 4,267 shares; 2025Q4: 4,268 shares; 2026Q1: 4,269 shares; 2026Q2: 4,270 shares 4,270 $937K 0.07% +1 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,819 shares; 2024Q4: 7,816 shares; 2025Q1: 8,329 shares; 2025Q2: 8,267 shares; 2025Q3: 10,400 shares; 2025Q4: 8,733 shares; 2026Q1: 8,770 shares; 2026Q2: 8,514 shares 8,514 $915K 0.07% -256 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,455 shares; 2024Q4: 6,765 shares; 2025Q1: 6,765 shares; 2025Q2: 6,765 shares; 2025Q3: 6,674 shares; 2025Q4: 6,674 shares; 2026Q1: 6,674 shares; 2026Q2: 33,370 shares 33,370 $915K 0.07% +26,696 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: 2,429 shares; 2024Q4: 2,474 shares; 2025Q1: 1,910 shares; 2025Q2: 1,864 shares; 2025Q3: 1,918 shares; 2025Q4: 1,991 shares; 2026Q1: 1,946 shares; 2026Q2: 2,591 shares 2,591 $914K 0.07% +645 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,363 shares; 2024Q4: 8,079 shares; 2025Q1: 8,079 shares; 2025Q2: 8,579 shares; 2025Q3: 8,080 shares; 2025Q4: 8,079 shares; 2026Q1: 8,079 shares; 2026Q2: 8,795 shares 8,795 $914K 0.07% +716 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: 7,933 shares; 2024Q4: 7,985 shares; 2025Q1: 7,500 shares; 2025Q2: 7,817 shares; 2025Q3: 5,492 shares; 2025Q4: 5,436 shares; 2026Q1: 5,236 shares; 2026Q2: 7,652 shares 7,652 $899K 0.07% +2,416 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS 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: 6,453 shares 6,453 $882K 0.06% new Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,680 shares; 2026Q2: 7,530 shares 7,530 $871K 0.06% +850 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: 1,550 shares; 2024Q4: 1,627 shares; 2025Q1: 1,630 shares; 2025Q2: 1,676 shares; 2025Q3: 1,469 shares; 2025Q4: 1,491 shares; 2026Q1: 1,476 shares; 2026Q2: 2,512 shares 2,512 $850K 0.06% +1,036 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: 2,598 shares; 2024Q4: 2,577 shares; 2025Q1: 2,814 shares; 2025Q2: 2,840 shares; 2025Q3: 2,662 shares; 2025Q4: 2,339 shares; 2026Q1: 2,344 shares; 2026Q2: 3,241 shares 3,241 $816K 0.06% +897 Timeline DMAX 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: 32,100 shares; 2025Q3: 30,100 shares; 2025Q4: 29,647 shares; 2026Q1: 29,647 shares; 2026Q2: 29,647 shares 29,647 $811K 0.06% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,156 shares; 2024Q4: 4,544 shares; 2025Q1: 4,548 shares; 2025Q2: 4,622 shares; 2025Q3: 1,279 shares; 2025Q4: 1,280 shares; 2026Q1: 1,553 shares; 2026Q2: 2,105 shares 2,105 $779K 0.06% +552 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,947 shares; 2024Q4: 22,591 shares; 2025Q1: 22,671 shares; 2025Q2: 22,673 shares; 2025Q3: 10,734 shares; 2025Q4: 10,175 shares; 2026Q1: 10,175 shares; 2026Q2: 10,175 shares 10,175 $762K 0.06% 0 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,765 shares; 2025Q1: 23,190 shares; 2025Q2: 13,467 shares; 2025Q3: 15,371 shares; 2025Q4: 13,668 shares; 2026Q1: 11,922 shares; 2026Q2: 14,362 shares 14,362 $759K 0.06% +2,440 Timeline JPEM 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: 96,968 shares; 2024Q4: 103,650 shares; 2025Q1: 125,388 shares; 2025Q2: 123,726 shares; 2025Q3: 130,446 shares; 2025Q4: 137,618 shares; 2026Q1: 15,120 shares; 2026Q2: 12,038 shares 12,038 $756K 0.06% -3,082 Timeline GSIE 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: 27,723 shares; 2024Q4: 27,394 shares; 2025Q1: 27,586 shares; 2025Q2: 27,849 shares; 2025Q3: 17,832 shares; 2025Q4: 16,508 shares; 2026Q1: 16,508 shares; 2026Q2: 16,528 shares 16,528 $755K 0.06% +20 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,984 shares; 2024Q4: 25,300 shares; 2025Q1: 26,202 shares; 2025Q2: 26,714 shares; 2025Q3: 27,049 shares; 2025Q4: 27,551 shares; 2026Q1: 28,382 shares; 2026Q2: 28,861 shares 28,861 $740K 0.05% +479 Timeline CPRJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 28,500 shares; 2025Q1: 28,500 shares; 2025Q2: 28,500 shares; 2025Q3: 28,500 shares; 2025Q4: 28,500 shares; 2026Q1: 26,500 shares; 2026Q2: 26,500 shares 26,500 $733K 0.05% 0 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: 978 shares; 2024Q4: 1,342 shares; 2025Q1: 2,951 shares; 2025Q2: 3,944 shares; 2025Q3: 2,905 shares; 2025Q4: 2,909 shares; 2026Q1: 2,916 shares; 2026Q2: 2,384 shares 2,384 $723K 0.05% -532 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,134 shares; 2025Q4: 5,523 shares; 2026Q1: 7,611 shares; 2026Q2: 7,035 shares 7,035 $720K 0.05% -576 Timeline ARTY 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: 21,960 shares; 2025Q2: 31,126 shares; 2025Q3: 17,276 shares; 2025Q4: 11,271 shares; 2026Q1: 10,271 shares; 2026Q2: 9,357 shares 9,357 $713K 0.05% -914 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: 272 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 275 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 356 shares 356 $708K 0.05% new Timeline MAXJ 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: 931,267 shares; 2025Q1: 722,975 shares; 2025Q2: 43,048 shares; 2025Q3: 29,067 shares; 2025Q4: 29,067 shares; 2026Q1: 26,252 shares; 2026Q2: 24,249 shares 24,249 $706K 0.05% -2,003 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: 4,028 shares; 2024Q4: not reported; 2025Q1: 4,721 shares; 2025Q2: 4,722 shares; 2025Q3: 4,723 shares; 2025Q4: 6,020 shares; 2026Q1: 6,544 shares; 2026Q2: 9,556 shares 9,556 $681K 0.05% +3,012 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: 5,611 shares; 2024Q4: 5,617 shares; 2025Q1: 5,623 shares; 2025Q2: 5,628 shares; 2025Q3: 5,634 shares; 2025Q4: 5,639 shares; 2026Q1: 5,644 shares; 2026Q2: 4,948 shares 4,948 $681K 0.05% -696 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: 978 shares; 2024Q4: 1,093 shares; 2025Q1: 1,075 shares; 2025Q2: 4,104 shares; 2025Q3: 2,097 shares; 2025Q4: 2,076 shares; 2026Q1: 1,746 shares; 2026Q2: 1,632 shares 1,632 $678K 0.05% -114 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: 5,986 shares; 2024Q4: 6,078 shares; 2025Q1: 6,147 shares; 2025Q2: 6,385 shares; 2025Q3: 5,035 shares; 2025Q4: 5,000 shares; 2026Q1: 4,492 shares; 2026Q2: 4,615 shares 4,615 $677K 0.05% +123 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,103 shares; 2024Q4: 2,106 shares; 2025Q1: 2,124 shares; 2025Q2: 2,712 shares; 2025Q3: 814 shares; 2025Q4: 792 shares; 2026Q1: 791 shares; 2026Q2: 976 shares 976 $671K 0.05% +185 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: 1,407 shares; 2024Q4: 1,408 shares; 2025Q1: 1,459 shares; 2025Q2: 1,087 shares; 2025Q3: 810 shares; 2025Q4: 686 shares; 2026Q1: 637 shares; 2026Q2: 1,272 shares 1,272 $653K 0.05% +635 Timeline CPAI NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,448 shares 12,448 $647K 0.05% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,611 shares; 2024Q4: 5,176 shares; 2025Q1: 3,673 shares; 2025Q2: 6,066 shares; 2025Q3: 4,737 shares; 2025Q4: 4,915 shares; 2026Q1: 4,915 shares; 2026Q2: 5,590 shares 5,590 $633K 0.05% +675 Timeline VOE 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: 2,979 shares; 2024Q4: 2,980 shares; 2025Q1: 2,995 shares; 2025Q2: 2,995 shares; 2025Q3: 2,765 shares; 2025Q4: 2,767 shares; 2026Q1: 2,813 shares; 2026Q2: 3,153 shares 3,153 $623K 0.05% +340 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,782 shares; 2024Q4: 1,777 shares; 2025Q1: 2,952 shares; 2025Q2: 1,760 shares; 2025Q3: 1,559 shares; 2025Q4: 1,559 shares; 2026Q1: 1,559 shares; 2026Q2: 1,591 shares 1,591 $582K 0.04% +32 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,470 shares; 2024Q4: 1,184 shares; 2025Q1: 1,586 shares; 2025Q2: 1,622 shares; 2025Q3: 963 shares; 2025Q4: 998 shares; 2026Q1: 1,088 shares; 2026Q2: 1,352 shares 1,352 $569K 0.04% +264 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,663 shares 1,663 $567K 0.04% new Timeline CPNJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,500 shares; 2024Q4: 20,500 shares; 2025Q1: 20,500 shares; 2025Q2: 20,500 shares; 2025Q3: 20,500 shares; 2025Q4: 20,500 shares; 2026Q1: 20,500 shares; 2026Q2: 20,500 shares 20,500 $566K 0.04% 0 Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,665 shares; 2024Q4: 27,513 shares; 2025Q1: 29,005 shares; 2025Q2: 30,576 shares; 2025Q3: 32,177 shares; 2025Q4: 33,877 shares; 2026Q1: 35,621 shares; 2026Q2: 35,290 shares 35,290 $562K 0.04% -331 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: 2,125 shares; 2024Q4: 2,209 shares; 2025Q1: 2,307 shares; 2025Q2: 2,923 shares; 2025Q3: 1,365 shares; 2025Q4: 1,564 shares; 2026Q1: 1,502 shares; 2026Q2: 1,637 shares 1,637 $562K 0.04% +135 Timeline OBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,550 shares; 2024Q4: 24,414 shares; 2025Q1: 20,831 shares; 2025Q2: 20,531 shares; 2025Q3: 19,116 shares; 2025Q4: 17,616 shares; 2026Q1: 13,475 shares; 2026Q2: 11,198 shares 11,198 $560K 0.04% -2,277 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,454 shares 35,454 $558K 0.04% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,853 shares; 2024Q4: 3,853 shares; 2025Q1: 3,861 shares; 2025Q2: 3,945 shares; 2025Q3: 2,683 shares; 2025Q4: 2,618 shares; 2026Q1: 2,618 shares; 2026Q2: 2,639 shares 2,639 $552K 0.04% +21 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,649 shares; 2024Q4: 1,649 shares; 2025Q1: 1,657 shares; 2025Q2: 1,655 shares; 2025Q3: 1,606 shares; 2025Q4: 1,625 shares; 2026Q1: 1,625 shares; 2026Q2: 2,467 shares 2,467 $550K 0.04% +842 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: 1,559 shares; 2024Q4: 1,534 shares; 2025Q1: 1,534 shares; 2025Q2: 1,583 shares; 2025Q3: 1,195 shares; 2025Q4: 1,200 shares; 2026Q1: 1,220 shares; 2026Q2: 1,140 shares 1,140 $545K 0.04% -80 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: 4,672 shares; 2026Q2: 3,879 shares 3,879 $542K 0.04% -793 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,331 shares; 2024Q4: 1,307 shares; 2025Q1: 1,354 shares; 2025Q2: 1,352 shares; 2025Q3: 1,168 shares; 2025Q4: 1,179 shares; 2026Q1: 1,195 shares; 2026Q2: 1,628 shares 1,628 $540K 0.04% +433 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: 559 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 516 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 492 shares 492 $524K 0.04% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,805 shares; 2024Q4: 2,075 shares; 2025Q1: 2,075 shares; 2025Q2: 2,275 shares; 2025Q3: 1,923 shares; 2025Q4: 1,791 shares; 2026Q1: 1,433 shares; 2026Q2: 1,733 shares 1,733 $521K 0.04% +300 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,049 shares; 2024Q4: 8,835 shares; 2025Q1: 8,639 shares; 2025Q2: 8,729 shares; 2025Q3: 7,062 shares; 2025Q4: 6,861 shares; 2026Q1: 6,220 shares; 2026Q2: 6,400 shares 6,400 $520K 0.04% +180 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: 3,378 shares; 2024Q4: 3,187 shares; 2025Q1: 3,379 shares; 2025Q2: 3,230 shares; 2025Q3: 2,889 shares; 2025Q4: 2,798 shares; 2026Q1: 2,746 shares; 2026Q2: 3,114 shares 3,114 $516K 0.04% +368 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,035 shares; 2024Q4: 3,035 shares; 2025Q1: 3,037 shares; 2025Q2: 3,030 shares; 2025Q3: 3,004 shares; 2025Q4: 3,004 shares; 2026Q1: 3,004 shares; 2026Q2: 959 shares 959 $502K 0.04% -2,045 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: 833 shares; 2024Q4: 975 shares; 2025Q1: 1,079 shares; 2025Q2: 1,117 shares; 2025Q3: 1,040 shares; 2025Q4: 990 shares; 2026Q1: 991 shares; 2026Q2: 5,780 shares 5,780 $498K 0.04% +4,789 Timeline GTOP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,720 shares 9,720 $484K 0.04% new Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,005 shares; 2024Q4: 3,005 shares; 2025Q1: 3,005 shares; 2025Q2: 3,005 shares; 2025Q3: 3,006 shares; 2025Q4: 3,016 shares; 2026Q1: 3,016 shares; 2026Q2: 3,019 shares 3,019 $478K 0.04% +3 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,772 shares; 2024Q4: 11,167 shares; 2025Q1: 11,418 shares; 2025Q2: 11,307 shares; 2025Q3: 8,129 shares; 2025Q4: 8,159 shares; 2026Q1: 8,299 shares; 2026Q2: 8,358 shares 8,358 $476K 0.03% +59 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: not reported; 2025Q1: not reported; 2025Q2: 3,450 shares; 2025Q3: not reported; 2025Q4: 1,816 shares; 2026Q1: 1,834 shares; 2026Q2: 3,368 shares 3,368 $471K 0.03% +1,534 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: 2,996 shares; 2024Q4: 2,758 shares; 2025Q1: 2,595 shares; 2025Q2: 2,630 shares; 2025Q3: 1,617 shares; 2025Q4: 1,375 shares; 2026Q1: 1,372 shares; 2026Q2: 1,644 shares 1,644 $462K 0.03% +272 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,527 shares; 2024Q4: 14,498 shares; 2025Q1: 13,848 shares; 2025Q2: 14,231 shares; 2025Q3: 14,779 shares; 2025Q4: 18,811 shares; 2026Q1: 18,882 shares; 2026Q2: 23,886 shares 23,886 $457K 0.03% +5,004 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 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: 633 shares 633 $445K 0.03% new Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,964 shares; 2024Q4: 36,306 shares; 2025Q1: 35,426 shares; 2025Q2: 25,055 shares; 2025Q3: 18,521 shares; 2025Q4: 18,221 shares; 2026Q1: 17,172 shares; 2026Q2: 11,298 shares 11,298 $442K 0.03% -5,874 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,195 shares 2,195 $440K 0.03% new Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,258 shares; 2024Q4: 17,396 shares; 2025Q1: 17,921 shares; 2025Q2: 17,496 shares; 2025Q3: 17,990 shares; 2025Q4: 15,587 shares; 2026Q1: 14,783 shares; 2026Q2: 14,525 shares 14,525 $436K 0.03% -258 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: 2,307 shares; 2024Q4: 2,214 shares; 2025Q1: not reported; 2025Q2: 2,059 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,010 shares 1,010 $436K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 321 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 430 shares 430 $435K 0.03% new Timeline HIPO HIPPO HLDGS INC More: the full row for HIPPO 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: 15,280 shares 15,280 $432K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,073 shares; 2025Q3: 8,269 shares; 2025Q4: 8,721 shares; 2026Q1: 6,479 shares; 2026Q2: 8,372 shares 8,372 $427K 0.03% +1,893 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,133 shares; 2025Q3: 3,158 shares; 2025Q4: 3,190 shares; 2026Q1: 3,461 shares; 2026Q2: 3,859 shares 3,859 $415K 0.03% +398 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,060 shares; 2025Q4: 1,567 shares; 2026Q1: 1,567 shares; 2026Q2: 1,574 shares 1,574 $402K 0.03% +7 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,149 shares; 2025Q3: 2,993 shares; 2025Q4: 3,199 shares; 2026Q1: 3,398 shares; 2026Q2: 3,449 shares 3,449 $402K 0.03% +51 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: 6,777 shares; 2024Q4: 6,967 shares; 2025Q1: 6,066 shares; 2025Q2: 5,593 shares; 2025Q3: 4,812 shares; 2025Q4: 4,802 shares; 2026Q1: 4,420 shares; 2026Q2: 4,065 shares 4,065 $391K 0.03% -355 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: 1,112 shares; 2024Q4: not reported; 2025Q1: 1,155 shares; 2025Q2: 1,603 shares; 2025Q3: 978 shares; 2025Q4: 1,027 shares; 2026Q1: 969 shares; 2026Q2: 1,015 shares 1,015 $379K 0.03% +46 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: 4,312 shares; 2024Q4: 4,427 shares; 2025Q1: 4,454 shares; 2025Q2: 4,486 shares; 2025Q3: 4,965 shares; 2025Q4: 4,156 shares; 2026Q1: 4,175 shares; 2026Q2: 4,317 shares 4,317 $379K 0.03% +142 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,040 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,358 shares 4,358 $376K 0.03% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,954 shares 2,954 $373K 0.03% new Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,570 shares; 2024Q4: 6,978 shares; 2025Q1: 9,677 shares; 2025Q2: 5,083 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,066 shares 2,066 $369K 0.03% new Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,423 shares; 2024Q4: 2,423 shares; 2025Q1: 2,423 shares; 2025Q2: 2,423 shares; 2025Q3: 2,426 shares; 2025Q4: 2,430 shares; 2026Q1: 2,434 shares; 2026Q2: 2,438 shares 2,438 $368K 0.03% +4 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,735 shares; 2024Q4: 2,713 shares; 2025Q1: 2,710 shares; 2025Q2: 2,710 shares; 2025Q3: 2,236 shares; 2025Q4: 2,238 shares; 2026Q1: 2,516 shares; 2026Q2: 2,500 shares 2,500 $366K 0.03% -16 Timeline XLC 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: 4,186 shares; 2024Q4: 3,976 shares; 2025Q1: 3,976 shares; 2025Q2: 3,976 shares; 2025Q3: 3,571 shares; 2025Q4: 3,571 shares; 2026Q1: 3,571 shares; 2026Q2: 3,397 shares 3,397 $364K 0.03% -174 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,093 shares; 2024Q4: 2,943 shares; 2025Q1: 2,943 shares; 2025Q2: 2,943 shares; 2025Q3: 2,743 shares; 2025Q4: 2,743 shares; 2026Q1: 2,743 shares; 2026Q2: 2,743 shares 2,743 $361K 0.03% 0 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $355K 0.03% new Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,586 shares; 2024Q4: 5,586 shares; 2025Q1: 5,586 shares; 2025Q2: 5,586 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares; 2026Q1: 3,800 shares; 2026Q2: 3,800 shares 3,800 $354K 0.03% 0 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,684 shares 6,684 $352K 0.03% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,894 shares; 2024Q4: 1,894 shares; 2025Q1: 1,894 shares; 2025Q2: 2,063 shares; 2025Q3: 2,083 shares; 2025Q4: 1,953 shares; 2026Q1: 2,115 shares; 2026Q2: 2,115 shares 2,115 $346K 0.03% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,584 shares; 2024Q4: 1,584 shares; 2025Q1: 1,591 shares; 2025Q2: 1,591 shares; 2025Q3: 1,301 shares; 2025Q4: 1,301 shares; 2026Q1: 1,302 shares; 2026Q2: 1,413 shares 1,413 $343K 0.03% +111 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: 25,912 shares; 2024Q4: 46,823 shares; 2025Q1: 46,542 shares; 2025Q2: 46,406 shares; 2025Q3: 43,292 shares; 2025Q4: 10,438 shares; 2026Q1: 10,285 shares; 2026Q2: 14,251 shares 14,251 $343K 0.03% +3,966 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,374 shares; 2024Q4: 7,339 shares; 2025Q1: 8,675 shares; 2025Q2: 5,240 shares; 2025Q3: 3,031 shares; 2025Q4: 3,031 shares; 2026Q1: 3,031 shares; 2026Q2: 2,881 shares 2,881 $339K 0.02% -150 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 31,500 shares; 2025Q3: 31,500 shares; 2025Q4: 32,157 shares; 2026Q1: 32,171 shares; 2026Q2: 32,185 shares 32,185 $316K 0.02% +14 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 262 shares 262 $302K 0.02% new Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,914 shares; 2024Q4: 38,875 shares; 2025Q1: 27,685 shares; 2025Q2: 20,092 shares; 2025Q3: 18,055 shares; 2025Q4: 17,302 shares; 2026Q1: 16,059 shares; 2026Q2: 12,141 shares 12,141 $296K 0.02% -3,918 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,737 shares; 2026Q2: 4,924 shares 4,924 $294K 0.02% +1,187 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,840 shares; 2024Q4: 10,840 shares; 2025Q1: 10,840 shares; 2025Q2: 10,840 shares; 2025Q3: 10,840 shares; 2025Q4: 10,840 shares; 2026Q1: 10,840 shares; 2026Q2: 10,840 shares 10,840 $289K 0.02% 0 Timeline FDIS 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: 2,402 shares; 2024Q4: 2,380 shares; 2025Q1: 2,369 shares; 2025Q2: 2,391 shares; 2025Q3: 2,391 shares; 2025Q4: 2,391 shares; 2026Q1: 2,458 shares; 2026Q2: 2,774 shares 2,774 $285K 0.02% +316 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,663 shares; 2024Q4: 8,657 shares; 2025Q1: 8,665 shares; 2025Q2: 8,613 shares; 2025Q3: 2,235 shares; 2025Q4: 2,235 shares; 2026Q1: 2,229 shares; 2026Q2: 2,225 shares 2,225 $284K 0.02% -4 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 983 shares 983 $281K 0.02% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,888 shares; 2024Q4: 12,882 shares; 2025Q1: 15,224 shares; 2025Q2: 15,100 shares; 2025Q3: 15,411 shares; 2025Q4: 13,645 shares; 2026Q1: 13,240 shares; 2026Q2: 13,416 shares 13,416 $278K 0.02% +176 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: 2,808 shares; 2024Q4: 2,752 shares; 2025Q1: 2,836 shares; 2025Q2: 6,165 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,833 shares; 2026Q2: 2,153 shares 2,153 $277K 0.02% +320 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,905 shares 1,905 $273K 0.02% new Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,482 shares; 2024Q4: 6,482 shares; 2025Q1: 6,132 shares; 2025Q2: 6,132 shares; 2025Q3: 5,180 shares; 2025Q4: 5,180 shares; 2026Q1: 5,180 shares; 2026Q2: 5,180 shares 5,180 $271K 0.02% 0 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,109 shares 2,109 $266K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,402 shares; 2025Q2: 2,394 shares; 2025Q3: 2,556 shares; 2025Q4: 2,351 shares; 2026Q1: 2,360 shares; 2026Q2: 2,389 shares 2,389 $264K 0.02% +29 Timeline HTAB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 755,505 shares; 2024Q4: 1,775,173 shares; 2025Q1: 1,686,359 shares; 2025Q2: 1,866,883 shares; 2025Q3: 48,013 shares; 2025Q4: 37,190 shares; 2026Q1: 28,606 shares; 2026Q2: 13,579 shares 13,579 $260K 0.02% -15,027 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: 1,861 shares; 2024Q4: 1,555 shares; 2025Q1: 1,897 shares; 2025Q2: 1,555 shares; 2025Q3: not reported; 2025Q4: 1,532 shares; 2026Q1: 1,499 shares; 2026Q2: 1,634 shares 1,634 $259K 0.02% +135 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 444 shares 444 $258K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,872 shares 6,872 $253K 0.02% new Timeline JIG 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: 3,943 shares; 2024Q4: 3,943 shares; 2025Q1: 3,943 shares; 2025Q2: 3,943 shares; 2025Q3: 3,432 shares; 2025Q4: 3,432 shares; 2026Q1: 3,432 shares; 2026Q2: 2,879 shares 2,879 $251K 0.02% -553 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 576 shares 576 $250K 0.02% new Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,018 shares 3,018 $249K 0.02% +18 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,205 shares; 2024Q4: 1,325 shares; 2025Q1: 1,359 shares; 2025Q2: 1,344 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,003 shares 1,003 $247K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 341 shares 341 $243K 0.02% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 617 shares; 2024Q4: 617 shares; 2025Q1: 613 shares; 2025Q2: 573 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 293 shares; 2026Q2: 293 shares 293 $243K 0.02% 0 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,761 shares; 2024Q4: 24,761 shares; 2025Q1: 24,761 shares; 2025Q2: 24,761 shares; 2025Q3: 24,761 shares; 2025Q4: 21,761 shares; 2026Q1: 21,761 shares; 2026Q2: 21,761 shares 21,761 $236K 0.02% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 242 shares 242 $234K 0.02% new Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,968 shares; 2024Q4: 5,968 shares; 2025Q1: 5,968 shares; 2025Q2: 5,968 shares; 2025Q3: 5,167 shares; 2025Q4: 5,167 shares; 2026Q1: 5,167 shares; 2026Q2: 4,307 shares 4,307 $233K 0.02% -860 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,389 shares; 2024Q4: 12,389 shares; 2025Q1: 12,389 shares; 2025Q2: 12,389 shares; 2025Q3: 12,681 shares; 2025Q4: 13,005 shares; 2026Q1: 13,326 shares; 2026Q2: 13,640 shares 13,640 $231K 0.02% +314 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,812 shares; 2025Q4: 1,898 shares; 2026Q1: not reported; 2026Q2: 1,732 shares 1,732 $229K 0.02% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 316 shares 316 $228K 0.02% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 355 shares 355 $227K 0.02% new Timeline VXF 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: 1,059 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 910 shares 910 $224K 0.02% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,286 shares; 2024Q4: 3,286 shares; 2025Q1: 4,586 shares; 2025Q2: 4,145 shares; 2025Q3: 3,351 shares; 2025Q4: 3,351 shares; 2026Q1: 3,453 shares; 2026Q2: 2,942 shares 2,942 $223K 0.02% -511 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,079 shares; 2024Q4: 1,079 shares; 2025Q1: 1,081 shares; 2025Q2: 1,084 shares; 2025Q3: 743 shares; 2025Q4: not reported; 2026Q1: 740 shares; 2026Q2: 751 shares 751 $220K 0.02% +11 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: 3,894 shares; 2024Q4: 3,995 shares; 2025Q1: 4,140 shares; 2025Q2: 3,930 shares; 2025Q3: 2,992 shares; 2025Q4: 2,992 shares; 2026Q1: 2,916 shares; 2026Q2: 3,051 shares 3,051 $220K 0.02% +135 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,555 shares; 2025Q3: not reported; 2025Q4: 1,379 shares; 2026Q1: not reported; 2026Q2: 1,347 shares 1,347 $218K 0.02% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 110 shares 110 $218K 0.02% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,640 shares; 2024Q4: 2,640 shares; 2025Q1: 2,645 shares; 2025Q2: 2,635 shares; 2025Q3: 1,249 shares; 2025Q4: 1,269 shares; 2026Q1: not reported; 2026Q2: 1,290 shares 1,290 $215K 0.02% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 738 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 576 shares 576 $213K 0.02% new 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: 6,499 shares; 2024Q4: 6,494 shares; 2025Q1: 5,831 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,684 shares 3,684 $212K 0.02% new Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,717 shares 1,717 $211K 0.02% new Timeline XPO XPO INC More: the full row for XPO 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: 1,017 shares 1,017 $209K 0.02% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,024 shares 2,024 $207K 0.02% new Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,985 shares; 2024Q4: 40,687 shares; 2025Q1: 43,949 shares; 2025Q2: 18,320 shares; 2025Q3: 15,728 shares; 2025Q4: 18,589 shares; 2026Q1: 18,695 shares; 2026Q2: 18,816 shares 18,816 $205K 0.01% +121 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: 805 shares; 2024Q4: 818 shares; 2025Q1: 611 shares; 2025Q2: 600 shares; 2025Q3: 447 shares; 2025Q4: 474 shares; 2026Q1: 400 shares; 2026Q2: 398 shares 398 $203K 0.01% -2 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: not reported; 2026Q2: 4,222 shares 4,222 $201K 0.01% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,477 shares 3,477 $200K 0.01% new Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL 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: 15,532 shares; 2026Q1: 15,774 shares; 2026Q2: 16,076 shares 16,076 $151K 0.01% +302 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares; 2026Q2: 11,000 shares 11,000 $78.4K 0.01% 0 Timeline