AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,344 shares; 2024Q4: 14,847 shares; 2025Q1: 15,938 shares; 2025Q2: 16,214 shares; 2025Q3: 15,742 shares; 2025Q4: 15,334 shares; 2026Q1: 15,405 shares; 2026Q2: 15,266 shares 15,266 $3.52M 3.46% -139 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,119 shares; 2024Q4: 48,457 shares; 2025Q1: 51,928 shares; 2025Q2: 58,278 shares; 2025Q3: 52,009 shares; 2025Q4: 47,220 shares; 2026Q1: 51,013 shares; 2026Q2: 44,841 shares 44,841 $3.37M 3.31% -6,172 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67,262 shares; 2025Q4: 71,686 shares; 2026Q1: 72,487 shares; 2026Q2: 65,024 shares 65,024 $3.26M 3.21% -7,463 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: 12,986 shares; 2024Q4: 11,037 shares; 2025Q1: 11,452 shares; 2025Q2: 12,144 shares; 2025Q3: 11,393 shares; 2025Q4: 9,434 shares; 2026Q1: 8,950 shares; 2026Q2: 8,056 shares 8,056 $2.76M 2.72% -894 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: 9,908 shares; 2024Q4: 9,433 shares; 2025Q1: 9,700 shares; 2025Q2: 10,703 shares; 2025Q3: 9,396 shares; 2025Q4: 8,216 shares; 2026Q1: 7,330 shares; 2026Q2: 6,578 shares 6,578 $2.71M 2.66% -752 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: 17,538 shares; 2024Q4: 17,725 shares; 2025Q1: 18,448 shares; 2025Q2: 18,202 shares; 2025Q3: 17,681 shares; 2025Q4: 16,693 shares; 2026Q1: 17,730 shares; 2026Q2: 15,621 shares 15,621 $2.68M 2.64% -2,109 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: 10,888 shares; 2024Q4: 11,382 shares; 2025Q1: 11,942 shares; 2025Q2: 11,761 shares; 2025Q3: 13,319 shares; 2025Q4: 11,936 shares; 2026Q1: 10,691 shares; 2026Q2: 10,212 shares 10,212 $2.67M 2.63% -479 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: 12,986 shares; 2024Q4: 15,114 shares; 2025Q1: 15,573 shares; 2025Q2: 16,938 shares; 2025Q3: 17,020 shares; 2025Q4: 15,639 shares; 2026Q1: 18,429 shares; 2026Q2: 16,035 shares 16,035 $2.66M 2.62% -2,394 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: 9,778 shares; 2024Q4: 8,064 shares; 2025Q1: 8,788 shares; 2025Q2: 9,431 shares; 2025Q3: 8,517 shares; 2025Q4: 7,507 shares; 2026Q1: 7,485 shares; 2026Q2: 6,649 shares 6,649 $2.48M 2.45% -836 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: 11,352 shares; 2024Q4: 9,561 shares; 2025Q1: 10,974 shares; 2025Q2: 10,752 shares; 2025Q3: 10,684 shares; 2025Q4: 9,750 shares; 2026Q1: 8,726 shares; 2026Q2: 7,776 shares 7,776 $2.47M 2.44% -950 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,505 shares; 2024Q4: 30,394 shares; 2025Q1: 33,556 shares; 2025Q2: 40,191 shares; 2025Q3: 43,695 shares; 2025Q4: 52,309 shares; 2026Q1: 52,922 shares; 2026Q2: 43,715 shares 43,715 $2.33M 2.29% -9,207 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,259 shares; 2024Q4: 18,737 shares; 2025Q1: 19,854 shares; 2025Q2: 20,091 shares; 2025Q3: 16,766 shares; 2025Q4: 16,403 shares; 2026Q1: 14,805 shares; 2026Q2: 13,149 shares 13,149 $2.3M 2.27% -1,656 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: 29,514 shares; 2024Q4: 30,057 shares; 2025Q1: 30,942 shares; 2025Q2: 28,887 shares; 2025Q3: 30,086 shares; 2025Q4: 29,594 shares; 2026Q1: 28,056 shares; 2026Q2: 25,636 shares 25,636 $2.22M 2.18% -2,420 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,576 shares; 2024Q4: 5,478 shares; 2025Q1: 5,724 shares; 2025Q2: 6,084 shares; 2025Q3: 6,068 shares; 2025Q4: 5,294 shares; 2026Q1: 6,201 shares; 2026Q2: 5,658 shares 5,658 $2.18M 2.14% -543 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,992 shares; 2024Q4: 10,605 shares; 2025Q1: 10,999 shares; 2025Q2: 11,650 shares; 2025Q3: 11,246 shares; 2025Q4: 10,451 shares; 2026Q1: 10,276 shares; 2026Q2: 9,140 shares 9,140 $2.11M 2.08% -1,136 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,074 shares; 2025Q1: 16,880 shares; 2025Q2: 18,319 shares; 2025Q3: 23,709 shares; 2025Q4: 22,183 shares; 2026Q1: 20,845 shares; 2026Q2: 18,324 shares 18,324 $2.1M 2.07% -2,521 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: 16,120 shares; 2024Q4: 14,870 shares; 2025Q1: 14,996 shares; 2025Q2: 12,302 shares; 2025Q3: 12,270 shares; 2025Q4: 12,122 shares; 2026Q1: 11,766 shares; 2026Q2: 10,541 shares 10,541 $2.02M 1.99% -1,225 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: 9,400 shares; 2024Q4: 7,962 shares; 2025Q1: 8,177 shares; 2025Q2: 7,992 shares; 2025Q3: 7,392 shares; 2025Q4: 6,591 shares; 2026Q1: 6,699 shares; 2026Q2: 5,978 shares 5,978 $2.02M 1.99% -721 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: 5,075 shares; 2024Q4: 4,563 shares; 2025Q1: 4,784 shares; 2025Q2: 5,078 shares; 2025Q3: 5,382 shares; 2025Q4: 5,699 shares; 2026Q1: 6,219 shares; 2026Q2: 5,536 shares 5,536 $1.91M 1.88% -683 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,696 shares; 2025Q4: 19,462 shares; 2026Q1: 19,851 shares; 2026Q2: 17,799 shares 17,799 $1.88M 1.85% -2,052 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: 14,190 shares; 2024Q4: 13,295 shares; 2025Q1: 14,026 shares; 2025Q2: 14,616 shares; 2025Q3: 13,029 shares; 2025Q4: 12,552 shares; 2026Q1: 10,763 shares; 2026Q2: 9,906 shares 9,906 $1.82M 1.8% -857 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: 12,932 shares; 2024Q4: 11,464 shares; 2025Q1: 11,638 shares; 2025Q2: 10,074 shares; 2025Q3: 9,461 shares; 2025Q4: 9,423 shares; 2026Q1: 8,764 shares; 2026Q2: 7,501 shares 7,501 $1.76M 1.73% -1,263 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: 71,841 shares; 2024Q4: 70,008 shares; 2025Q1: 73,996 shares; 2025Q2: 74,608 shares; 2025Q3: 75,487 shares; 2025Q4: 77,515 shares; 2026Q1: 82,823 shares; 2026Q2: 81,654 shares 81,654 $1.67M 1.65% -1,169 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: 31,676 shares; 2024Q4: 32,063 shares; 2025Q1: 33,781 shares; 2025Q2: 40,612 shares; 2025Q3: 34,553 shares; 2025Q4: 30,270 shares; 2026Q1: 29,576 shares; 2026Q2: 26,278 shares 26,278 $1.63M 1.6% -3,298 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,027 shares; 2024Q4: 21,023 shares; 2025Q1: 21,672 shares; 2025Q2: 21,579 shares; 2025Q3: 21,716 shares; 2025Q4: 22,062 shares; 2026Q1: 20,357 shares; 2026Q2: 17,264 shares 17,264 $1.61M 1.59% -3,093 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: 94,278 shares; 2024Q4: 76,519 shares; 2025Q1: 78,504 shares; 2025Q2: 76,189 shares; 2025Q3: 70,094 shares; 2025Q4: 64,314 shares; 2026Q1: 54,692 shares; 2026Q2: 49,213 shares 49,213 $1.57M 1.55% -5,479 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: 5,811 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,383 shares; 2025Q3: 8,815 shares; 2025Q4: 9,043 shares; 2026Q1: 8,925 shares; 2026Q2: 7,927 shares 7,927 $1.54M 1.52% -998 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,193 shares; 2025Q3: 4,765 shares; 2025Q4: 4,433 shares; 2026Q1: 4,901 shares; 2026Q2: 4,558 shares 4,558 $1.52M 1.5% -343 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,359 shares; 2024Q4: 47,561 shares; 2025Q1: 48,958 shares; 2025Q2: 46,866 shares; 2025Q3: 41,937 shares; 2025Q4: 47,915 shares; 2026Q1: 46,104 shares; 2026Q2: 41,583 shares 41,583 $1.5M 1.47% -4,521 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,218 shares; 2024Q4: 11,829 shares; 2025Q1: 12,260 shares; 2025Q2: 13,336 shares; 2025Q3: 13,140 shares; 2025Q4: 13,041 shares; 2026Q1: 12,421 shares; 2026Q2: 10,482 shares 10,482 $1.47M 1.45% -1,939 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,426 shares; 2024Q4: 35,427 shares; 2025Q1: 36,789 shares; 2025Q2: 36,436 shares; 2025Q3: 37,182 shares; 2025Q4: 39,775 shares; 2026Q1: 69,644 shares; 2026Q2: 69,922 shares 69,922 $1.39M 1.37% +278 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: 2,393 shares; 2024Q4: 2,484 shares; 2025Q1: 2,582 shares; 2025Q2: 3,092 shares; 2025Q3: 3,742 shares; 2025Q4: 3,489 shares; 2026Q1: 3,973 shares; 2026Q2: 3,319 shares 3,319 $1.39M 1.37% -654 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: 2,984 shares; 2024Q4: 2,679 shares; 2025Q1: 2,726 shares; 2025Q2: 2,838 shares; 2025Q3: 2,507 shares; 2025Q4: 2,377 shares; 2026Q1: 2,669 shares; 2026Q2: 2,366 shares 2,366 $1.37M 1.34% -303 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: 12,516 shares; 2024Q4: 17,151 shares; 2025Q1: 19,278 shares; 2025Q2: 27,003 shares; 2025Q3: 32,112 shares; 2025Q4: 57,623 shares; 2026Q1: 58,838 shares; 2026Q2: 49,386 shares 49,386 $1.29M 1.27% -9,452 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,934 shares; 2024Q4: 7,325 shares; 2025Q1: 7,620 shares; 2025Q2: 7,075 shares; 2025Q3: 6,368 shares; 2025Q4: 6,060 shares; 2026Q1: 5,665 shares; 2026Q2: 5,146 shares 5,146 $1.27M 1.26% -519 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,710 shares; 2024Q4: 1,562 shares; 2025Q1: 1,615 shares; 2025Q2: 1,725 shares; 2025Q3: 1,872 shares; 2025Q4: 1,789 shares; 2026Q1: 1,392 shares; 2026Q2: 1,183 shares 1,183 $1.21M 1.19% -209 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: 3,995 shares; 2024Q4: 3,936 shares; 2025Q1: 4,134 shares; 2025Q2: 4,329 shares; 2025Q3: 4,565 shares; 2025Q4: 4,522 shares; 2026Q1: 4,279 shares; 2026Q2: 3,594 shares 3,594 $1.16M 1.15% -685 Timeline FTCS 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: 8,696 shares; 2024Q4: 10,144 shares; 2025Q1: 10,909 shares; 2025Q2: 12,354 shares; 2025Q3: 12,858 shares; 2025Q4: 13,478 shares; 2026Q1: 13,812 shares; 2026Q2: 11,594 shares 11,594 $1.15M 1.13% -2,218 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: 3,254 shares; 2024Q4: 2,585 shares; 2025Q1: 2,639 shares; 2025Q2: 2,441 shares; 2025Q3: 2,389 shares; 2025Q4: 2,176 shares; 2026Q1: 2,313 shares; 2026Q2: 2,113 shares 2,113 $1.15M 1.13% -200 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,332 shares; 2024Q4: 7,978 shares; 2025Q1: 8,398 shares; 2025Q2: 9,077 shares; 2025Q3: 8,901 shares; 2025Q4: 8,686 shares; 2026Q1: 7,227 shares; 2026Q2: 6,039 shares 6,039 $1.11M 1.09% -1,188 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: 6,125 shares; 2024Q4: 6,587 shares; 2025Q1: 6,896 shares; 2025Q2: 6,644 shares; 2025Q3: 6,954 shares; 2025Q4: 7,688 shares; 2026Q1: 7,524 shares; 2026Q2: 6,270 shares 6,270 $1.08M 1.06% -1,254 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: 4,068 shares; 2024Q4: 4,115 shares; 2025Q1: 4,268 shares; 2025Q2: 4,416 shares; 2025Q3: 4,562 shares; 2025Q4: 4,366 shares; 2026Q1: 4,368 shares; 2026Q2: 3,900 shares 3,900 $1.06M 1.04% -468 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,016 shares; 2024Q4: 5,695 shares; 2025Q1: 5,896 shares; 2025Q2: 6,227 shares; 2025Q3: 6,817 shares; 2025Q4: 6,450 shares; 2026Q1: 6,540 shares; 2026Q2: 5,460 shares 5,460 $1.04M 1.03% -1,080 Timeline CSRE COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS 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: 32,303 shares; 2025Q3: 39,658 shares; 2025Q4: 40,557 shares; 2026Q1: 39,308 shares; 2026Q2: 33,695 shares 33,695 $996K 0.98% -5,613 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,698 shares; 2024Q4: 6,059 shares; 2025Q1: 7,131 shares; 2025Q2: 8,390 shares; 2025Q3: 6,388 shares; 2025Q4: 6,348 shares; 2026Q1: 7,873 shares; 2026Q2: 6,474 shares 6,474 $993K 0.98% -1,399 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,823 shares; 2024Q4: 1,789 shares; 2025Q1: 1,940 shares; 2025Q2: 2,546 shares; 2025Q3: 2,161 shares; 2025Q4: 1,932 shares; 2026Q1: 1,947 shares; 2026Q2: 1,763 shares 1,763 $961K 0.95% -184 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,927 shares; 2024Q4: 15,275 shares; 2025Q1: 16,217 shares; 2025Q2: 20,758 shares; 2025Q3: 19,023 shares; 2025Q4: 20,678 shares; 2026Q1: 23,975 shares; 2026Q2: 21,116 shares 21,116 $895K 0.88% -2,859 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,686 shares; 2024Q4: 5,523 shares; 2025Q1: 5,819 shares; 2025Q2: 5,293 shares; 2025Q3: 5,272 shares; 2025Q4: 5,754 shares; 2026Q1: 5,522 shares; 2026Q2: 5,064 shares 5,064 $891K 0.88% -458 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: 1,666 shares; 2024Q4: 1,971 shares; 2025Q1: 2,107 shares; 2025Q2: 2,380 shares; 2025Q3: 2,512 shares; 2025Q4: 2,254 shares; 2026Q1: 2,335 shares; 2026Q2: 7,642 shares 7,642 $885K 0.87% +5,307 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,981 shares; 2024Q4: 16,423 shares; 2025Q1: 16,901 shares; 2025Q2: 26,736 shares; 2025Q3: 34,784 shares; 2025Q4: 33,567 shares; 2026Q1: 34,733 shares; 2026Q2: 28,106 shares 28,106 $848K 0.83% -6,627 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,964 shares; 2025Q3: 5,332 shares; 2025Q4: 4,948 shares; 2026Q1: 4,821 shares; 2026Q2: 4,045 shares 4,045 $830K 0.82% -776 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: 2,142 shares; 2024Q4: 1,546 shares; 2025Q1: 1,565 shares; 2025Q2: 1,468 shares; 2025Q3: 1,125 shares; 2025Q4: 935 shares; 2026Q1: 881 shares; 2026Q2: 803 shares 803 $771K 0.76% -78 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,656 shares; 2026Q1: 16,030 shares; 2026Q2: 12,881 shares 12,881 $754K 0.74% -3,149 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,640 shares; 2025Q3: 3,270 shares; 2025Q4: 3,321 shares; 2026Q1: 4,094 shares; 2026Q2: 3,705 shares 3,705 $651K 0.64% -389 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,033 shares; 2025Q3: 34,757 shares; 2025Q4: 32,536 shares; 2026Q1: 30,115 shares; 2026Q2: 25,481 shares 25,481 $616K 0.61% -4,634 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM 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: 27,244 shares; 2025Q4: 39,569 shares; 2026Q1: 38,420 shares; 2026Q2: 31,334 shares 31,334 $545K 0.54% -7,086 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,666 shares; 2024Q4: 3,666 shares; 2025Q1: 3,666 shares; 2025Q2: 3,666 shares; 2025Q3: 3,666 shares; 2025Q4: 3,666 shares; 2026Q1: 3,666 shares; 2026Q2: 3,666 shares 3,666 $491K 0.48% 0 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: 5,411 shares; 2024Q4: 5,806 shares; 2025Q1: 6,137 shares; 2025Q2: 6,804 shares; 2025Q3: 6,088 shares; 2025Q4: 6,535 shares; 2026Q1: 6,782 shares; 2026Q2: 6,052 shares 6,052 $456K 0.45% -730 Timeline LALT 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: 11,264 shares; 2024Q4: 13,456 shares; 2025Q1: 13,910 shares; 2025Q2: 14,387 shares; 2025Q3: 19,456 shares; 2025Q4: 21,853 shares; 2026Q1: 21,685 shares; 2026Q2: 18,844 shares 18,844 $454K 0.45% -2,841 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,038 shares; 2024Q4: 9,815 shares; 2025Q1: 10,198 shares; 2025Q2: 11,588 shares; 2025Q3: 12,004 shares; 2025Q4: 12,173 shares; 2026Q1: 12,440 shares; 2026Q2: 9,969 shares 9,969 $434K 0.43% -2,471 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,041 shares; 2024Q4: 10,066 shares; 2025Q1: 10,188 shares; 2025Q2: 11,971 shares; 2025Q3: 12,668 shares; 2025Q4: 9,311 shares; 2026Q1: 8,915 shares; 2026Q2: 7,381 shares 7,381 $424K 0.42% -1,534 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,159 shares; 2024Q4: 8,162 shares; 2025Q1: 8,967 shares; 2025Q2: 8,824 shares; 2025Q3: 9,780 shares; 2025Q4: 9,867 shares; 2026Q1: 9,868 shares; 2026Q2: 8,469 shares 8,469 $419K 0.41% -1,399 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,994 shares; 2024Q4: 8,952 shares; 2025Q1: 9,268 shares; 2025Q2: 10,870 shares; 2025Q3: 11,260 shares; 2025Q4: 10,702 shares; 2026Q1: 10,803 shares; 2026Q2: 9,351 shares 9,351 $405K 0.4% -1,452 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: 6,300 shares; 2024Q4: 6,300 shares; 2025Q1: 5,547 shares; 2025Q2: 6,045 shares; 2025Q3: 6,045 shares; 2025Q4: 6,045 shares; 2026Q1: 6,045 shares; 2026Q2: 3,595 shares 3,595 $373K 0.37% -2,450 Timeline RWEM ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,321 shares; 2025Q3: 9,931 shares; 2025Q4: 9,718 shares; 2026Q1: 10,148 shares; 2026Q2: 10,193 shares 10,193 $352K 0.35% +45 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,750 shares; 2025Q1: 8,750 shares; 2025Q2: 8,750 shares; 2025Q3: 8,750 shares; 2025Q4: 8,750 shares; 2026Q1: 8,750 shares; 2026Q2: 8,750 shares 8,750 $349K 0.34% 0 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: 4,838 shares; 2024Q4: 6,376 shares; 2025Q1: 6,802 shares; 2025Q2: 6,866 shares; 2025Q3: 7,967 shares; 2025Q4: 8,080 shares; 2026Q1: 8,357 shares; 2026Q2: 7,235 shares 7,235 $347K 0.34% -1,122 Timeline FAUG 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: 10,838 shares; 2024Q4: 10,395 shares; 2025Q1: 10,162 shares; 2025Q2: 9,504 shares; 2025Q3: 8,797 shares; 2025Q4: 8,627 shares; 2026Q1: 8,162 shares; 2026Q2: 5,428 shares 5,428 $306K 0.3% -2,734 Timeline FOCT 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: 6,895 shares; 2024Q4: 9,423 shares; 2025Q1: 9,667 shares; 2025Q2: 9,163 shares; 2025Q3: 9,152 shares; 2025Q4: 8,384 shares; 2026Q1: 7,747 shares; 2026Q2: 5,842 shares 5,842 $305K 0.3% -1,905 Timeline FSEP 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: 8,959 shares; 2024Q4: 9,157 shares; 2025Q1: 9,621 shares; 2025Q2: 9,053 shares; 2025Q3: 8,845 shares; 2025Q4: 8,235 shares; 2026Q1: 7,549 shares; 2026Q2: 5,498 shares 5,498 $302K 0.3% -2,051 Timeline DAUG 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: 12,265 shares; 2024Q4: 11,756 shares; 2025Q1: 11,756 shares; 2025Q2: 11,088 shares; 2025Q3: 10,657 shares; 2025Q4: 10,310 shares; 2026Q1: 9,849 shares; 2026Q2: 6,352 shares 6,352 $298K 0.29% -3,497 Timeline DSEP 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: 9,922 shares; 2024Q4: 10,349 shares; 2025Q1: 10,867 shares; 2025Q2: 10,029 shares; 2025Q3: 10,117 shares; 2025Q4: 9,316 shares; 2026Q1: 8,536 shares; 2026Q2: 6,191 shares 6,191 $293K 0.29% -2,345 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,305 shares; 2024Q4: 10,163 shares; 2025Q1: 10,428 shares; 2025Q2: 9,818 shares; 2025Q3: 9,811 shares; 2025Q4: 8,853 shares; 2026Q1: 8,164 shares; 2026Q2: 6,140 shares 6,140 $286K 0.28% -2,024 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 448 shares; 2025Q1: 459 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 749 shares; 2026Q1: 922 shares; 2026Q2: 428 shares 428 $283K 0.28% -494 Timeline FNOV 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: 11,034 shares; 2024Q4: 10,393 shares; 2025Q1: 10,740 shares; 2025Q2: 10,134 shares; 2025Q3: 10,131 shares; 2025Q4: 9,229 shares; 2026Q1: 8,809 shares; 2026Q2: 4,845 shares 4,845 $282K 0.28% -3,964 Timeline DNOV 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: 11,601 shares; 2025Q1: 11,962 shares; 2025Q2: 11,305 shares; 2025Q3: 11,305 shares; 2025Q4: 10,303 shares; 2026Q1: 9,834 shares; 2026Q2: 5,414 shares 5,414 $278K 0.27% -4,420 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: 909 shares; 2025Q3: 838 shares; 2025Q4: 791 shares; 2026Q1: 791 shares; 2026Q2: 757 shares 757 $273K 0.27% -34 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: 768 shares; 2024Q4: 756 shares; 2025Q1: 831 shares; 2025Q2: 756 shares; 2025Q3: 756 shares; 2025Q4: 536 shares; 2026Q1: 483 shares; 2026Q2: 483 shares 483 $246K 0.24% 0 Timeline FDEC 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: 23,318 shares; 2024Q4: 10,360 shares; 2025Q1: 10,487 shares; 2025Q2: 10,046 shares; 2025Q3: 9,160 shares; 2025Q4: 9,602 shares; 2026Q1: 9,073 shares; 2026Q2: 4,343 shares 4,343 $236K 0.23% -4,730 Timeline GMOI GMO ETF TRUST More: the full row for GMO 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: 5,770 shares 5,770 $231K 0.23% 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: 4,938 shares; 2024Q4: 4,182 shares; 2025Q1: 4,925 shares; 2025Q2: 6,543 shares; 2025Q3: 6,507 shares; 2025Q4: 6,034 shares; 2026Q1: 4,777 shares; 2026Q2: 4,026 shares 4,026 $226K 0.22% -751 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: not reported; 2024Q4: not reported; 2025Q1: 1,519 shares; 2025Q2: not reported; 2025Q3: 921 shares; 2025Q4: 964 shares; 2026Q1: 620 shares; 2026Q2: 665 shares 665 $223K 0.22% +45 Timeline DMAY 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: 5,364 shares; 2024Q4: 5,157 shares; 2025Q1: 5,802 shares; 2025Q2: 7,610 shares; 2025Q3: 7,383 shares; 2025Q4: 6,896 shares; 2026Q1: 5,590 shares; 2026Q2: 4,714 shares 4,714 $222K 0.22% -876 Timeline DDEC 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: 12,286 shares; 2024Q4: 11,523 shares; 2025Q1: 11,657 shares; 2025Q2: 11,162 shares; 2025Q3: 10,181 shares; 2025Q4: 10,572 shares; 2026Q1: 9,986 shares; 2026Q2: 4,572 shares 4,572 $216K 0.21% -5,414 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: not reported; 2026Q1: not reported; 2026Q2: 704 shares 704 $209K 0.21% new Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,052 shares; 2024Q4: 6,384 shares; 2025Q1: 6,697 shares; 2025Q2: 6,347 shares; 2025Q3: 6,154 shares; 2025Q4: 5,982 shares; 2026Q1: 5,627 shares; 2026Q2: 3,377 shares 3,377 $201K 0.2% -2,250 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $66.5K 0.07% 0 Timeline