OVL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 335,584 shares; 2025Q1: 1,527,424 shares; 2025Q2: 2,011,123 shares; 2025Q3: 1,992,097 shares; 2025Q4: 1,741,602 shares; 2026Q1: 2,004,976 shares; 2026Q2: 2,034,316 shares 2,034,316 $116M 10.69% +29,340 Timeline OVLH LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 607,993 shares; 2025Q1: 981,204 shares; 2025Q2: 1,062,195 shares; 2025Q3: 1,150,966 shares; 2025Q4: 1,090,083 shares; 2026Q1: 1,042,643 shares; 2026Q2: 1,097,349 shares 1,097,349 $46M 4.24% +54,706 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: not loaded; 2024Q4: 71,467 shares; 2025Q1: 107,304 shares; 2025Q2: 99,534 shares; 2025Q3: 101,424 shares; 2025Q4: 79,310 shares; 2026Q1: 101,586 shares; 2026Q2: 114,143 shares 114,143 $35.7M 3.29% +12,557 Timeline OVT LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,681,661 shares; 2025Q1: 1,361,399 shares; 2025Q2: 1,385,946 shares; 2025Q3: 1,448,064 shares; 2025Q4: 1,475,843 shares; 2026Q1: 1,576,480 shares; 2026Q2: 1,575,908 shares 1,575,908 $34.5M 3.18% -572 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 553 shares; 2025Q1: 30,905 shares; 2025Q2: 45,129 shares; 2025Q3: 54,614 shares; 2025Q4: 49,057 shares; 2026Q1: 204,356 shares; 2026Q2: 212,913 shares 212,913 $26.2M 2.41% +8,557 Timeline OVM LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 651,353 shares; 2025Q1: 812,289 shares; 2025Q2: 846,783 shares; 2025Q3: 961,325 shares; 2025Q4: 891,114 shares; 2026Q1: 1,009,482 shares; 2026Q2: 1,162,735 shares 1,162,735 $25.4M 2.34% +153,253 Timeline MGV 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 loaded; 2024Q4: 2,721 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 155,553 shares; 2025Q4: 138,750 shares; 2026Q1: 143,077 shares; 2026Q2: 146,800 shares 146,800 $24.1M 2.22% +3,723 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,201 shares; 2025Q1: 90,412 shares; 2025Q2: 67,784 shares; 2025Q3: 110,056 shares; 2025Q4: 319,648 shares; 2026Q1: 225,278 shares; 2026Q2: 259,063 shares 259,063 $23.7M 2.18% +33,785 Timeline OVF LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 184,026 shares; 2025Q1: 295,521 shares; 2025Q2: 467,866 shares; 2025Q3: 643,485 shares; 2025Q4: 682,810 shares; 2026Q1: 713,321 shares; 2026Q2: 736,641 shares 736,641 $23.7M 2.18% +23,320 Timeline OVB LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 887,833 shares; 2025Q1: 1,056,380 shares; 2025Q2: 992,652 shares; 2025Q3: 949,746 shares; 2025Q4: 1,091,341 shares; 2026Q1: 1,054,856 shares; 2026Q2: 1,151,999 shares 1,151,999 $23.6M 2.17% +97,143 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: not loaded; 2024Q4: 31,396 shares; 2025Q1: 90,611 shares; 2025Q2: 102,116 shares; 2025Q3: 115,184 shares; 2025Q4: 109,099 shares; 2026Q1: 115,416 shares; 2026Q2: 117,756 shares 117,756 $23M 2.12% +2,340 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 loaded; 2024Q4: 23,936 shares; 2025Q1: 43,827 shares; 2025Q2: 52,559 shares; 2025Q3: 47,741 shares; 2025Q4: 30,427 shares; 2026Q1: 29,052 shares; 2026Q2: 29,138 shares 29,138 $21.1M 1.94% +86 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 322,855 shares; 2025Q2: 328,486 shares; 2025Q3: 408,040 shares; 2025Q4: 636,929 shares; 2026Q1: 664,998 shares; 2026Q2: 709,283 shares 709,283 $18.4M 1.7% +44,285 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: not loaded; 2024Q4: 13,421 shares; 2025Q1: 25,842 shares; 2025Q2: 23,008 shares; 2025Q3: 23,755 shares; 2025Q4: 22,271 shares; 2026Q1: 22,528 shares; 2026Q2: 23,906 shares 23,906 $18M 1.66% +1,378 Timeline OVS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 108,761 shares; 2025Q1: 233,107 shares; 2025Q2: 281,854 shares; 2025Q3: 335,652 shares; 2025Q4: 374,244 shares; 2026Q1: 388,425 shares; 2026Q2: 401,701 shares 401,701 $16.9M 1.56% +13,276 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: not loaded; 2024Q4: 18,487 shares; 2025Q1: 31,851 shares; 2025Q2: 36,700 shares; 2025Q3: 45,953 shares; 2025Q4: 43,163 shares; 2026Q1: 43,711 shares; 2026Q2: 43,559 shares 43,559 $16.8M 1.55% -152 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: not loaded; 2024Q4: 19,326 shares; 2025Q1: 20,176 shares; 2025Q2: 20,157 shares; 2025Q3: 20,291 shares; 2025Q4: 18,573 shares; 2026Q1: 18,535 shares; 2026Q2: 22,792 shares 22,792 $15.7M 1.45% +4,257 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 450,926 shares; 2026Q1: 480,376 shares; 2026Q2: 498,160 shares 498,160 $13.8M 1.28% +17,784 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,777 shares; 2025Q1: 21,163 shares; 2025Q2: 24,041 shares; 2025Q3: 23,158 shares; 2025Q4: 15,832 shares; 2026Q1: 16,243 shares; 2026Q2: 17,633 shares 17,633 $13.3M 1.23% +1,390 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,140 shares; 2025Q1: 106,805 shares; 2025Q2: 164,824 shares; 2025Q3: 199,418 shares; 2025Q4: 405,329 shares; 2026Q1: 284,991 shares; 2026Q2: 237,882 shares 237,882 $12M 1.11% -47,109 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,194 shares; 2025Q1: 21,874 shares; 2025Q2: 30,968 shares; 2025Q3: 32,872 shares; 2025Q4: 29,645 shares; 2026Q1: 30,706 shares; 2026Q2: 31,970 shares 31,970 $11.7M 1.08% +1,264 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: not loaded; 2024Q4: 17,603 shares; 2025Q1: 32,888 shares; 2025Q2: 40,132 shares; 2025Q3: 45,205 shares; 2025Q4: 40,318 shares; 2026Q1: 42,199 shares; 2026Q2: 44,127 shares 44,127 $10.8M 0.99% +1,928 Timeline LST MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 165,541 shares; 2025Q3: 171,747 shares; 2025Q4: 210,805 shares; 2026Q1: 222,532 shares; 2026Q2: 226,731 shares 226,731 $10.6M 0.97% +4,199 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,868 shares; 2025Q2: 11,160 shares; 2025Q3: 16,318 shares; 2025Q4: 21,035 shares; 2026Q1: 41,100 shares; 2026Q2: 35,060 shares 35,060 $10.4M 0.96% -6,040 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 129,446 shares; 2025Q2: 80,118 shares; 2025Q3: 123,180 shares; 2025Q4: 75,586 shares; 2026Q1: 71,501 shares; 2026Q2: 101,433 shares 101,433 $9.55M 0.88% +29,932 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,456 shares; 2025Q1: 15,724 shares; 2025Q2: 21,723 shares; 2025Q3: 26,930 shares; 2025Q4: 24,610 shares; 2026Q1: 24,925 shares; 2026Q2: 25,253 shares 25,253 $9.44M 0.87% +328 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 44,816 shares; 2025Q1: 54,742 shares; 2025Q2: 48,834 shares; 2025Q3: 71,037 shares; 2025Q4: 41,487 shares; 2026Q1: 54,680 shares; 2026Q2: 101,837 shares 101,837 $9.01M 0.83% +47,157 Timeline PSFF 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: not loaded; 2024Q4: 961,210 shares; 2025Q1: 901,579 shares; 2025Q2: 924,394 shares; 2025Q3: 832,664 shares; 2025Q4: 267,270 shares; 2026Q1: 267,128 shares; 2026Q2: 261,166 shares 261,166 $8.97M 0.83% -5,962 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: not loaded; 2024Q4: 5,106 shares; 2025Q1: 19,007 shares; 2025Q2: 21,176 shares; 2025Q3: 23,794 shares; 2025Q4: 22,554 shares; 2026Q1: 22,379 shares; 2026Q2: 23,533 shares 23,533 $7.95M 0.73% +1,154 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: not loaded; 2024Q4: 18,156 shares; 2025Q1: 32,870 shares; 2025Q2: 38,749 shares; 2025Q3: 40,934 shares; 2025Q4: 31,769 shares; 2026Q1: 30,924 shares; 2026Q2: 31,467 shares 31,467 $6.88M 0.63% +543 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 42,376 shares; 2025Q2: 65,199 shares; 2025Q3: 79,131 shares; 2025Q4: 73,617 shares; 2026Q1: 75,446 shares; 2026Q2: 78,905 shares 78,905 $6.47M 0.6% +3,459 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 20,304 shares; 2025Q2: 24,108 shares; 2025Q3: 25,195 shares; 2025Q4: 25,948 shares; 2026Q1: 26,093 shares; 2026Q2: 26,868 shares 26,868 $5.78M 0.53% +775 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: not loaded; 2024Q4: 1,166 shares; 2025Q1: 5,769 shares; 2025Q2: 6,751 shares; 2025Q3: 12,957 shares; 2025Q4: 12,962 shares; 2026Q1: 13,015 shares; 2026Q2: 13,361 shares 13,361 $5.11M 0.47% +346 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: not loaded; 2024Q4: 45,515 shares; 2025Q1: 51,471 shares; 2025Q2: 68,139 shares; 2025Q3: 72,401 shares; 2025Q4: 9,868 shares; 2026Q1: 57,339 shares; 2026Q2: 58,249 shares 58,249 $5.05M 0.47% +910 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 110,583 shares; 2025Q1: 131,267 shares; 2025Q2: 136,448 shares; 2025Q3: 160,427 shares; 2025Q4: 37,329 shares; 2026Q1: 37,733 shares; 2026Q2: 39,244 shares 39,244 $4.86M 0.45% +1,511 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 loaded; 2024Q4: 8,932 shares; 2025Q1: 12,207 shares; 2025Q2: 17,091 shares; 2025Q3: 17,616 shares; 2025Q4: 11,558 shares; 2026Q1: 12,717 shares; 2026Q2: 12,853 shares 12,853 $4.69M 0.43% +136 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 169,366 shares; 2025Q3: 140,286 shares; 2025Q4: 90,432 shares; 2026Q1: 138,194 shares; 2026Q2: 113,088 shares 113,088 $4.6M 0.42% -25,106 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: not loaded; 2024Q4: 1,557 shares; 2025Q1: 4,374 shares; 2025Q2: 7,076 shares; 2025Q3: 7,673 shares; 2025Q4: 6,957 shares; 2026Q1: 7,179 shares; 2026Q2: 7,424 shares 7,424 $4.46M 0.41% +245 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 27,785 shares; 2025Q2: 32,791 shares; 2025Q3: 43,639 shares; 2025Q4: 43,021 shares; 2026Q1: 43,837 shares; 2026Q2: 45,472 shares 45,472 $4.43M 0.41% +1,635 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 loaded; 2024Q4: 117,467 shares; 2025Q1: 155,160 shares; 2025Q2: 159,689 shares; 2025Q3: 160,664 shares; 2025Q4: 6,125 shares; 2026Q1: 9,472 shares; 2026Q2: 11,874 shares 11,874 $4.41M 0.41% +2,402 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100,075 shares; 2026Q1: 100,018 shares; 2026Q2: 100,010 shares 100,010 $4.39M 0.4% -8 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 176,045 shares; 2026Q1: 272,658 shares; 2026Q2: 266,158 shares 266,158 $4.29M 0.4% -6,500 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: not loaded; 2024Q4: 755 shares; 2025Q1: 2,245 shares; 2025Q2: 2,670 shares; 2025Q3: 2,911 shares; 2025Q4: 3,050 shares; 2026Q1: 3,437 shares; 2026Q2: 3,530 shares 3,530 $4.24M 0.39% +93 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,154 shares; 2025Q1: 6,980 shares; 2025Q2: 8,330 shares; 2025Q3: 19,452 shares; 2025Q4: 23,746 shares; 2026Q1: 24,238 shares; 2026Q2: 25,611 shares 25,611 $4.1M 0.38% +1,373 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: not loaded; 2024Q4: 5,130 shares; 2025Q1: 14,979 shares; 2025Q2: 16,980 shares; 2025Q3: 17,482 shares; 2025Q4: 14,373 shares; 2026Q1: 13,360 shares; 2026Q2: 15,712 shares 15,712 $4.07M 0.38% +2,352 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,841 shares; 2025Q1: 11,862 shares; 2025Q2: 12,840 shares; 2025Q3: 14,762 shares; 2025Q4: 13,525 shares; 2026Q1: 13,574 shares; 2026Q2: 11,596 shares 11,596 $4.07M 0.37% -1,978 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: not loaded; 2024Q4: 2,452 shares; 2025Q1: 10,459 shares; 2025Q2: 12,432 shares; 2025Q3: 14,307 shares; 2025Q4: 14,019 shares; 2026Q1: 14,105 shares; 2026Q2: 15,394 shares 15,394 $3.92M 0.36% +1,289 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 60,458 shares; 2025Q1: 59,805 shares; 2025Q2: 56,267 shares; 2025Q3: not reported; 2025Q4: 28,141 shares; 2026Q1: 27,994 shares; 2026Q2: 29,483 shares 29,483 $3.77M 0.35% +1,489 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,932 shares; 2025Q1: 27,902 shares; 2025Q2: 31,334 shares; 2025Q3: 30,649 shares; 2025Q4: 22,979 shares; 2026Q1: 23,321 shares; 2026Q2: 26,772 shares 26,772 $3.65M 0.34% +3,451 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,681 shares; 2025Q1: 9,893 shares; 2025Q2: 9,877 shares; 2025Q3: 10,081 shares; 2025Q4: 19,573 shares; 2026Q1: 19,676 shares; 2026Q2: 19,665 shares 19,665 $3.61M 0.33% -11 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: not loaded; 2024Q4: 31,639 shares; 2025Q1: 19,922 shares; 2025Q2: 23,116 shares; 2025Q3: 31,875 shares; 2025Q4: 30,025 shares; 2026Q1: 30,370 shares; 2026Q2: 31,165 shares 31,165 $3.45M 0.32% +795 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,367 shares; 2026Q1: 73,095 shares; 2026Q2: 83,795 shares 83,795 $3.44M 0.32% +10,700 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,131 shares; 2025Q1: 4,840 shares; 2025Q2: 5,233 shares; 2025Q3: 4,832 shares; 2025Q4: 3,728 shares; 2026Q1: 29,092 shares; 2026Q2: 29,188 shares 29,188 $3.4M 0.31% +96 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: not loaded; 2024Q4: 2,944 shares; 2025Q1: 3,551 shares; 2025Q2: 4,322 shares; 2025Q3: 14,949 shares; 2025Q4: 10,384 shares; 2026Q1: 12,722 shares; 2026Q2: 11,310 shares 11,310 $3.38M 0.31% -1,412 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: not loaded; 2024Q4: 12,801 shares; 2025Q1: 28,427 shares; 2025Q2: 34,497 shares; 2025Q3: 35,571 shares; 2025Q4: 25,998 shares; 2026Q1: 26,115 shares; 2026Q2: 26,444 shares 26,444 $3.35M 0.31% +329 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 69,589 shares; 2025Q2: 76,866 shares; 2025Q3: 62,662 shares; 2025Q4: 39,965 shares; 2026Q1: 49,551 shares; 2026Q2: 49,249 shares 49,249 $3.33M 0.31% -302 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 loaded; 2024Q4: not reported; 2025Q1: 4,605 shares; 2025Q2: 6,773 shares; 2025Q3: 7,596 shares; 2025Q4: 8,219 shares; 2026Q1: 8,960 shares; 2026Q2: 9,295 shares 9,295 $3.32M 0.31% +335 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 961 shares; 2025Q1: 2,767 shares; 2025Q2: 3,441 shares; 2025Q3: 3,935 shares; 2025Q4: 3,108 shares; 2026Q1: 3,256 shares; 2026Q2: 3,493 shares 3,493 $3.32M 0.31% +237 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,301 shares; 2025Q1: 12,333 shares; 2025Q2: 17,253 shares; 2025Q3: 17,386 shares; 2025Q4: 15,927 shares; 2026Q1: 16,447 shares; 2026Q2: 22,174 shares 22,174 $3.26M 0.3% +5,727 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: not loaded; 2024Q4: 3,261 shares; 2025Q1: 4,081 shares; 2025Q2: 5,048 shares; 2025Q3: 4,900 shares; 2025Q4: 6,303 shares; 2026Q1: 6,188 shares; 2026Q2: 6,388 shares 6,388 $3.24M 0.3% +200 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 23,029 shares; 2025Q2: 27,863 shares; 2025Q3: 34,755 shares; 2025Q4: 54,792 shares; 2026Q1: 58,723 shares; 2026Q2: 60,853 shares 60,853 $3.21M 0.3% +2,130 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: not loaded; 2024Q4: 17,288 shares; 2025Q1: 33,926 shares; 2025Q2: 34,697 shares; 2025Q3: 36,334 shares; 2025Q4: 39,456 shares; 2026Q1: 38,833 shares; 2026Q2: 38,394 shares 38,394 $3.19M 0.29% -439 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,928 shares; 2025Q1: 12,223 shares; 2025Q2: 16,713 shares; 2025Q3: 23,401 shares; 2025Q4: 30,868 shares; 2026Q1: 34,224 shares; 2026Q2: 33,504 shares 33,504 $3.11M 0.29% -720 Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 83,663 shares; 2025Q2: 85,643 shares; 2025Q3: 71,820 shares; 2025Q4: 109,841 shares; 2026Q1: 116,384 shares; 2026Q2: 118,810 shares 118,810 $3.05M 0.28% +2,426 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: not loaded; 2024Q4: 2,742 shares; 2025Q1: 8,133 shares; 2025Q2: 11,453 shares; 2025Q3: 19,706 shares; 2025Q4: 18,574 shares; 2026Q1: 18,158 shares; 2026Q2: 18,002 shares 18,002 $3.03M 0.28% -156 Timeline IRE TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,250 shares; 2026Q2: 201,000 shares 201,000 $3.01M 0.28% +190,750 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: not loaded; 2024Q4: 585,152 shares; 2025Q1: 680,430 shares; 2025Q2: 770,228 shares; 2025Q3: 828,115 shares; 2025Q4: 41,928 shares; 2026Q1: 40,617 shares; 2026Q2: 40,335 shares 40,335 $2.9M 0.27% -282 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,512 shares; 2025Q1: 2,403 shares; 2025Q2: 2,854 shares; 2025Q3: 3,270 shares; 2025Q4: 2,327 shares; 2026Q1: 2,450 shares; 2026Q2: 2,841 shares 2,841 $2.76M 0.25% +391 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: not loaded; 2024Q4: 15,819 shares; 2025Q1: 23,258 shares; 2025Q2: 28,391 shares; 2025Q3: 31,815 shares; 2025Q4: 16,564 shares; 2026Q1: 18,232 shares; 2026Q2: 26,955 shares 26,955 $2.65M 0.24% +8,723 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 15,799 shares; 2025Q2: 21,661 shares; 2025Q3: 30,779 shares; 2025Q4: 43,502 shares; 2026Q1: 47,247 shares; 2026Q2: 44,938 shares 44,938 $2.6M 0.24% -2,309 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 loaded; 2024Q4: 15,114 shares; 2025Q1: 17,028 shares; 2025Q2: 24,829 shares; 2025Q3: 24,196 shares; 2025Q4: 21,092 shares; 2026Q1: 22,100 shares; 2026Q2: 22,721 shares 22,721 $2.59M 0.24% +621 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,880 shares; 2025Q1: 24,628 shares; 2025Q2: 24,905 shares; 2025Q3: 19,393 shares; 2025Q4: 18,829 shares; 2026Q1: 18,669 shares; 2026Q2: 33,035 shares 33,035 $2.52M 0.23% +14,366 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,923 shares; 2025Q1: 24,310 shares; 2025Q2: 30,528 shares; 2025Q3: 28,089 shares; 2025Q4: 27,549 shares; 2026Q1: 26,307 shares; 2026Q2: 25,849 shares 25,849 $2.48M 0.23% -458 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,830 shares; 2025Q4: 2,295 shares; 2026Q1: 2,513 shares; 2026Q2: 2,514 shares 2,514 $2.48M 0.23% +1 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,988 shares; 2025Q1: 563,079 shares; 2025Q2: 774,894 shares; 2025Q3: 91,029 shares; 2025Q4: 71,541 shares; 2026Q1: 67,267 shares; 2026Q2: 75,628 shares 75,628 $2.44M 0.22% +8,361 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: not loaded; 2024Q4: not reported; 2025Q1: 9,732 shares; 2025Q2: 11,151 shares; 2025Q3: 10,961 shares; 2025Q4: 10,988 shares; 2026Q1: 10,866 shares; 2026Q2: 10,741 shares 10,741 $2.39M 0.22% -125 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,526 shares; 2025Q1: 21,354 shares; 2025Q2: 21,854 shares; 2025Q3: 18,579 shares; 2025Q4: 18,358 shares; 2026Q1: 18,756 shares; 2026Q2: 18,883 shares 18,883 $2.38M 0.22% +127 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 965 shares; 2025Q1: 4,827 shares; 2025Q2: 5,072 shares; 2025Q3: 5,865 shares; 2025Q4: 6,161 shares; 2026Q1: 6,095 shares; 2026Q2: 6,418 shares 6,418 $2.35M 0.22% +323 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: not loaded; 2024Q4: 73,025 shares; 2025Q1: 88,087 shares; 2025Q2: 109,590 shares; 2025Q3: 127,963 shares; 2025Q4: 9,415 shares; 2026Q1: 9,864 shares; 2026Q2: 10,664 shares 10,664 $2.34M 0.22% +800 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,429 shares; 2025Q2: 13,226 shares; 2025Q3: 15,466 shares; 2025Q4: 14,288 shares; 2026Q1: 14,290 shares; 2026Q2: 14,004 shares 14,004 $2.34M 0.22% -286 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,770 shares; 2025Q1: 7,378 shares; 2025Q2: 8,571 shares; 2025Q3: 8,113 shares; 2025Q4: 5,403 shares; 2026Q1: 5,691 shares; 2026Q2: 5,442 shares 5,442 $2.28M 0.21% -249 Timeline REMX 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,530 shares; 2025Q4: 25,069 shares; 2026Q1: 27,243 shares; 2026Q2: 26,069 shares 26,069 $2.22M 0.21% -1,174 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,948 shares; 2025Q1: 13,797 shares; 2025Q2: 13,635 shares; 2025Q3: not reported; 2025Q4: 12,074 shares; 2026Q1: 12,074 shares; 2026Q2: 11,811 shares 11,811 $2.2M 0.2% -263 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 17,359 shares; 2025Q2: 21,776 shares; 2025Q3: 15,793 shares; 2025Q4: 19,914 shares; 2026Q1: 21,977 shares; 2026Q2: 27,188 shares 27,188 $2.13M 0.2% +5,211 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: not loaded; 2024Q4: 121,716 shares; 2025Q1: 100,868 shares; 2025Q2: 84,280 shares; 2025Q3: not reported; 2025Q4: 62,005 shares; 2026Q1: 60,650 shares; 2026Q2: 58,012 shares 58,012 $2.13M 0.2% -2,638 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 972 shares; 2025Q3: 1,497 shares; 2025Q4: 2,502 shares; 2026Q1: 2,587 shares; 2026Q2: 10,632 shares 10,632 $2.12M 0.2% +8,045 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 33,516 shares; 2025Q1: 38,197 shares; 2025Q2: 34,526 shares; 2025Q3: not reported; 2025Q4: 31,337 shares; 2026Q1: 30,294 shares; 2026Q2: 32,132 shares 32,132 $2.12M 0.2% +1,838 Timeline RFDA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 33,437 shares; 2025Q1: 31,710 shares; 2025Q2: 30,978 shares; 2025Q3: not reported; 2025Q4: 28,602 shares; 2026Q1: 29,935 shares; 2026Q2: 29,714 shares 29,714 $2.11M 0.19% -221 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,158 shares; 2025Q4: 80,350 shares; 2026Q1: 82,127 shares; 2026Q2: 98,586 shares 98,586 $2.1M 0.19% +16,459 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,868 shares; 2025Q1: 4,816 shares; 2025Q2: 4,715 shares; 2025Q3: 5,502 shares; 2025Q4: 5,100 shares; 2026Q1: 5,005 shares; 2026Q2: 6,463 shares 6,463 $2.08M 0.19% +1,458 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 14,489 shares; 2025Q2: 19,949 shares; 2025Q3: 29,097 shares; 2025Q4: 50,746 shares; 2026Q1: 55,621 shares; 2026Q2: 56,533 shares 56,533 $2.04M 0.19% +912 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: not loaded; 2024Q4: 19,352 shares; 2025Q1: 25,204 shares; 2025Q2: 36,612 shares; 2025Q3: 37,392 shares; 2025Q4: 31,094 shares; 2026Q1: 30,046 shares; 2026Q2: 33,901 shares 33,901 $2.03M 0.19% +3,855 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,501 shares; 2025Q4: 28,672 shares; 2026Q1: 31,630 shares; 2026Q2: 30,978 shares 30,978 $2.01M 0.19% -652 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,394 shares; 2025Q2: 6,750 shares; 2025Q3: 12,062 shares; 2025Q4: 16,468 shares; 2026Q1: 18,536 shares; 2026Q2: 18,086 shares 18,086 $1.98M 0.18% -450 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,821 shares; 2025Q1: 47,235 shares; 2025Q2: 47,101 shares; 2025Q3: 43,357 shares; 2025Q4: 28,649 shares; 2026Q1: 47,619 shares; 2026Q2: 35,842 shares 35,842 $1.86M 0.17% -11,777 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 loaded; 2024Q4: not reported; 2025Q1: 394 shares; 2025Q2: 1,084 shares; 2025Q3: 1,258 shares; 2025Q4: 1,535 shares; 2026Q1: 1,668 shares; 2026Q2: 1,752 shares 1,752 $1.85M 0.17% +84 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 loaded; 2024Q4: not reported; 2025Q1: 6,781 shares; 2025Q2: 11,374 shares; 2025Q3: 11,205 shares; 2025Q4: 12,656 shares; 2026Q1: 13,224 shares; 2026Q2: 13,920 shares 13,920 $1.84M 0.17% +696 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,323 shares; 2025Q4: 14,088 shares; 2026Q1: 15,929 shares; 2026Q2: 15,677 shares 15,677 $1.83M 0.17% -252 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 63,469 shares; 2025Q1: 73,058 shares; 2025Q2: 68,633 shares; 2025Q3: 71,242 shares; 2025Q4: 130,033 shares; 2026Q1: 133,009 shares; 2026Q2: 186,989 shares 186,989 $1.81M 0.17% +53,980 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 979 shares; 2025Q3: 1,023 shares; 2025Q4: 1,322 shares; 2026Q1: 1,419 shares; 2026Q2: 1,517 shares 1,517 $1.75M 0.16% +98 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 loaded; 2024Q4: not reported; 2025Q1: 1,163 shares; 2025Q2: 3,147 shares; 2025Q3: 5,213 shares; 2025Q4: 4,072 shares; 2026Q1: 4,526 shares; 2026Q2: 4,858 shares 4,858 $1.73M 0.16% +332 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 38,677 shares; 2025Q2: 42,607 shares; 2025Q3: 71,248 shares; 2025Q4: 53,696 shares; 2026Q1: 54,092 shares; 2026Q2: 64,823 shares 64,823 $1.71M 0.16% +10,731 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: not loaded; 2024Q4: 3,184 shares; 2025Q1: 11,470 shares; 2025Q2: 12,506 shares; 2025Q3: 12,527 shares; 2025Q4: 10,424 shares; 2026Q1: 11,190 shares; 2026Q2: 11,454 shares 11,454 $1.71M 0.16% +264 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,000 shares; 2025Q2: 20,062 shares; 2025Q3: 23,438 shares; 2025Q4: 23,198 shares; 2026Q1: 18,563 shares; 2026Q2: 19,529 shares 19,529 $1.71M 0.16% +966 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: not loaded; 2024Q4: 4,527 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,071 shares; 2025Q4: 28,172 shares; 2026Q1: 46,502 shares; 2026Q2: 29,606 shares 29,606 $1.69M 0.16% -16,896 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,334 shares; 2025Q1: 15,588 shares; 2025Q2: 21,776 shares; 2025Q3: 30,777 shares; 2025Q4: 15,815 shares; 2026Q1: 15,905 shares; 2026Q2: 20,587 shares 20,587 $1.69M 0.16% +4,682 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 76,432 shares; 2025Q1: 72,685 shares; 2025Q2: 55,337 shares; 2025Q3: not reported; 2025Q4: 22,301 shares; 2026Q1: 34,417 shares; 2026Q2: 33,023 shares 33,023 $1.68M 0.15% -1,394 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 375 shares; 2025Q1: 1,335 shares; 2025Q2: 1,938 shares; 2025Q3: 2,126 shares; 2025Q4: 1,693 shares; 2026Q1: 1,698 shares; 2026Q2: 1,711 shares 1,711 $1.66M 0.15% +13 Timeline HCMT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,752 shares; 2026Q1: 37,724 shares; 2026Q2: 40,336 shares 40,336 $1.66M 0.15% +2,612 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,961 shares; 2025Q1: 5,192 shares; 2025Q2: 9,194 shares; 2025Q3: not reported; 2025Q4: 4,221 shares; 2026Q1: 8,617 shares; 2026Q2: 23,043 shares 23,043 $1.66M 0.15% +14,426 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,307 shares; 2025Q2: 20,485 shares; 2025Q3: 21,732 shares; 2025Q4: 25,695 shares; 2026Q1: 26,608 shares; 2026Q2: 27,150 shares 27,150 $1.66M 0.15% +542 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,315 shares; 2025Q3: 3,691 shares; 2025Q4: 2,350 shares; 2026Q1: 2,826 shares; 2026Q2: 2,976 shares 2,976 $1.64M 0.15% +150 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: not loaded; 2024Q4: 28,462 shares; 2025Q1: 22,677 shares; 2025Q2: 31,310 shares; 2025Q3: 28,156 shares; 2025Q4: 13,087 shares; 2026Q1: 12,082 shares; 2026Q2: 11,951 shares 11,951 $1.64M 0.15% -131 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,241 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,738 shares; 2026Q1: 45,788 shares; 2026Q2: 45,883 shares 45,883 $1.62M 0.15% +95 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,235 shares; 2025Q1: 3,079 shares; 2025Q2: 5,797 shares; 2025Q3: 5,912 shares; 2025Q4: 5,460 shares; 2026Q1: 5,283 shares; 2026Q2: 5,397 shares 5,397 $1.62M 0.15% +114 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,250 shares; 2026Q2: 23,859 shares 23,859 $1.61M 0.15% +20,609 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,377 shares; 2025Q2: 10,081 shares; 2025Q3: 13,684 shares; 2025Q4: 13,943 shares; 2026Q1: 13,943 shares; 2026Q2: 14,280 shares 14,280 $1.58M 0.15% +337 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,721 shares; 2025Q2: 1,935 shares; 2025Q3: 1,976 shares; 2025Q4: 2,718 shares; 2026Q1: 2,996 shares; 2026Q2: 3,441 shares 3,441 $1.55M 0.14% +445 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,557 shares; 2025Q1: 38,293 shares; 2025Q2: 20,813 shares; 2025Q3: 23,199 shares; 2025Q4: 11,638 shares; 2026Q1: 11,469 shares; 2026Q2: 12,359 shares 12,359 $1.55M 0.14% +890 Timeline CLOB 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,199 shares; 2025Q4: 38,240 shares; 2026Q1: 39,410 shares; 2026Q2: 30,643 shares 30,643 $1.54M 0.14% -8,767 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 34,122 shares; 2025Q2: 34,877 shares; 2025Q3: 34,534 shares; 2025Q4: 30,913 shares; 2026Q1: 31,661 shares; 2026Q2: 31,796 shares 31,796 $1.53M 0.14% +135 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,420 shares; 2025Q1: 8,556 shares; 2025Q2: 9,077 shares; 2025Q3: 8,879 shares; 2025Q4: 21,638 shares; 2026Q1: 24,579 shares; 2026Q2: 28,123 shares 28,123 $1.49M 0.14% +3,544 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,373 shares; 2025Q1: 5,816 shares; 2025Q2: 6,731 shares; 2025Q3: 6,746 shares; 2025Q4: 4,459 shares; 2026Q1: 4,601 shares; 2026Q2: 4,135 shares 4,135 $1.48M 0.14% -466 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,607 shares; 2025Q4: 55,014 shares; 2026Q1: 42,176 shares; 2026Q2: 39,861 shares 39,861 $1.47M 0.14% -2,315 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,902 shares; 2025Q4: 4,856 shares; 2026Q1: 6,180 shares; 2026Q2: 7,876 shares 7,876 $1.46M 0.13% +1,696 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares; 2025Q4: 7,009 shares; 2026Q1: 7,009 shares; 2026Q2: 7,029 shares 7,029 $1.45M 0.13% +20 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: not loaded; 2024Q4: not reported; 2025Q1: 2,374 shares; 2025Q2: 3,213 shares; 2025Q3: 3,069 shares; 2025Q4: 3,258 shares; 2026Q1: 3,014 shares; 2026Q2: 2,686 shares 2,686 $1.45M 0.13% -328 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,118 shares; 2025Q3: 1,118 shares; 2025Q4: 4,119 shares; 2026Q1: 4,673 shares; 2026Q2: 6,014 shares 6,014 $1.44M 0.13% +1,341 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: not loaded; 2024Q4: 2,238 shares; 2025Q1: not reported; 2025Q2: 2,096 shares; 2025Q3: not reported; 2025Q4: 3,924 shares; 2026Q1: 4,070 shares; 2026Q2: 3,460 shares 3,460 $1.42M 0.13% -610 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: not loaded; 2024Q4: 558 shares; 2025Q1: 3,296 shares; 2025Q2: 4,656 shares; 2025Q3: 4,537 shares; 2025Q4: 2,849 shares; 2026Q1: 2,887 shares; 2026Q2: 3,368 shares 3,368 $1.41M 0.13% +481 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,562 shares; 2025Q1: 5,671 shares; 2025Q2: 10,578 shares; 2025Q3: 11,117 shares; 2025Q4: 9,683 shares; 2026Q1: 9,657 shares; 2026Q2: 9,710 shares 9,710 $1.39M 0.13% +53 Timeline FFEB 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 loaded; 2024Q4: 225,822 shares; 2025Q1: 254,461 shares; 2025Q2: 251,479 shares; 2025Q3: not reported; 2025Q4: 22,525 shares; 2026Q1: 22,525 shares; 2026Q2: 22,525 shares 22,525 $1.38M 0.13% 0 Timeline BSV 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: not loaded; 2024Q4: 9,723 shares; 2025Q1: 9,421 shares; 2025Q2: 8,606 shares; 2025Q3: 10,479 shares; 2025Q4: 4,355 shares; 2026Q1: not reported; 2026Q2: 17,618 shares 17,618 $1.37M 0.13% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,050 shares 12,050 $1.35M 0.12% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,901 shares; 2025Q3: 15,742 shares; 2025Q4: 15,774 shares; 2026Q1: 12,412 shares; 2026Q2: 10,913 shares 10,913 $1.33M 0.12% -1,499 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: not loaded; 2024Q4: 81,749 shares; 2025Q1: 98,130 shares; 2025Q2: 95,541 shares; 2025Q3: not reported; 2025Q4: 24,320 shares; 2026Q1: 24,320 shares; 2026Q2: 24,320 shares 24,320 $1.33M 0.12% 0 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 38,663 shares; 2025Q1: 38,589 shares; 2025Q2: 38,589 shares; 2025Q3: not reported; 2025Q4: 29,748 shares; 2026Q1: 29,748 shares; 2026Q2: 29,748 shares 29,748 $1.32M 0.12% 0 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 loaded; 2024Q4: not reported; 2025Q1: 6,689 shares; 2025Q2: 8,098 shares; 2025Q3: 7,334 shares; 2025Q4: 8,060 shares; 2026Q1: 7,463 shares; 2026Q2: 25,757 shares 25,757 $1.31M 0.12% +18,294 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,329 shares; 2025Q1: 2,720 shares; 2025Q2: 3,022 shares; 2025Q3: 3,188 shares; 2025Q4: 4,251 shares; 2026Q1: 4,326 shares; 2026Q2: 4,193 shares 4,193 $1.28M 0.12% -133 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,175 shares; 2025Q4: 4,124 shares; 2026Q1: 4,833 shares; 2026Q2: 6,492 shares 6,492 $1.26M 0.12% +1,659 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 loaded; 2024Q4: not reported; 2025Q1: 2,198 shares; 2025Q2: 2,765 shares; 2025Q3: 2,838 shares; 2025Q4: 1,489 shares; 2026Q1: 1,441 shares; 2026Q2: 1,436 shares 1,436 $1.25M 0.11% -5 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,767 shares; 2025Q2: 3,738 shares; 2025Q3: 3,342 shares; 2025Q4: 3,974 shares; 2026Q1: 3,852 shares; 2026Q2: 4,508 shares 4,508 $1.24M 0.11% +656 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,376 shares; 2025Q2: 2,026 shares; 2025Q3: 2,999 shares; 2025Q4: 3,200 shares; 2026Q1: 2,953 shares; 2026Q2: 3,238 shares 3,238 $1.23M 0.11% +285 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,731 shares; 2025Q2: 4,651 shares; 2025Q3: 5,423 shares; 2025Q4: 7,335 shares; 2026Q1: 7,617 shares; 2026Q2: 7,994 shares 7,994 $1.21M 0.11% +377 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,222 shares; 2025Q2: 2,222 shares; 2025Q3: 3,733 shares; 2025Q4: 3,830 shares; 2026Q1: 4,451 shares; 2026Q2: 4,822 shares 4,822 $1.19M 0.11% +371 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,407 shares; 2025Q3: 5,773 shares; 2025Q4: 8,482 shares; 2026Q1: 14,259 shares; 2026Q2: 13,756 shares 13,756 $1.19M 0.11% -503 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,731 shares; 2025Q1: 8,545 shares; 2025Q2: 8,468 shares; 2025Q3: 8,547 shares; 2025Q4: 2,822 shares; 2026Q1: 2,855 shares; 2026Q2: 11,860 shares 11,860 $1.17M 0.11% +9,005 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 loaded; 2024Q4: 115,973 shares; 2025Q1: 141,124 shares; 2025Q2: 178,435 shares; 2025Q3: 206,292 shares; 2025Q4: 17,180 shares; 2026Q1: 18,521 shares; 2026Q2: 19,473 shares 19,473 $1.17M 0.11% +952 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 23,652 shares; 2025Q2: 6,471 shares; 2025Q3: 8,085 shares; 2025Q4: 2,655 shares; 2026Q1: 2,267 shares; 2026Q2: 11,642 shares 11,642 $1.17M 0.11% +9,375 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,776 shares; 2025Q2: 8,776 shares; 2025Q3: 8,866 shares; 2025Q4: 9,064 shares; 2026Q1: 9,064 shares; 2026Q2: 9,101 shares 9,101 $1.15M 0.11% +37 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 797 shares; 2025Q1: 1,602 shares; 2025Q2: 2,003 shares; 2025Q3: 2,538 shares; 2025Q4: 2,002 shares; 2026Q1: 1,909 shares; 2026Q2: 2,133 shares 2,133 $1.14M 0.1% +224 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 13,464 shares; 2025Q2: 16,796 shares; 2025Q3: 18,767 shares; 2025Q4: 9,886 shares; 2026Q1: 10,203 shares; 2026Q2: 10,231 shares 10,231 $1.13M 0.1% +28 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,725 shares; 2025Q4: 2,599 shares; 2026Q1: 2,828 shares; 2026Q2: 3,529 shares 3,529 $1.12M 0.1% +701 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,014 shares; 2025Q1: 8,805 shares; 2025Q2: 11,499 shares; 2025Q3: 13,436 shares; 2025Q4: 13,804 shares; 2026Q1: 12,804 shares; 2026Q2: 12,749 shares 12,749 $1.11M 0.1% -55 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 73,936 shares; 2025Q1: 62,710 shares; 2025Q2: 53,269 shares; 2025Q3: not reported; 2025Q4: 29,208 shares; 2026Q1: 28,018 shares; 2026Q2: 25,506 shares 25,506 $1.11M 0.1% -2,512 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: not loaded; 2024Q4: 33,557 shares; 2025Q1: 94,418 shares; 2025Q2: 101,313 shares; 2025Q3: 97,224 shares; 2025Q4: 13,327 shares; 2026Q1: 12,931 shares; 2026Q2: 11,228 shares 11,228 $1.08M 0.1% -1,703 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,935 shares; 2025Q2: 10,885 shares; 2025Q3: 12,172 shares; 2025Q4: 17,983 shares; 2026Q1: 19,028 shares; 2026Q2: 18,685 shares 18,685 $1.05M 0.1% -343 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,264 shares; 2025Q1: 4,851 shares; 2025Q2: 5,026 shares; 2025Q3: 4,909 shares; 2025Q4: 4,399 shares; 2026Q1: 4,099 shares; 2026Q2: 4,345 shares 4,345 $1.04M 0.1% +246 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150,238 shares; 2026Q1: 150,392 shares; 2026Q2: 45,409 shares 45,409 $1.04M 0.1% -104,983 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,809 shares; 2025Q1: 8,323 shares; 2025Q2: 8,402 shares; 2025Q3: 8,517 shares; 2025Q4: 4,115 shares; 2026Q1: 4,161 shares; 2026Q2: 4,185 shares 4,185 $1.04M 0.1% +24 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,101 shares; 2025Q1: 5,112 shares; 2025Q2: 4,080 shares; 2025Q3: 5,912 shares; 2025Q4: 6,256 shares; 2026Q1: 6,256 shares; 2026Q2: 6,266 shares 6,266 $1.03M 0.1% +10 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,776 shares; 2025Q1: 3,734 shares; 2025Q2: 4,729 shares; 2025Q3: 8,127 shares; 2025Q4: 6,420 shares; 2026Q1: 6,848 shares; 2026Q2: 7,190 shares 7,190 $1.03M 0.1% +342 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,546 shares; 2025Q3: 11,371 shares; 2025Q4: 14,423 shares; 2026Q1: 17,657 shares; 2026Q2: 14,387 shares 14,387 $996K 0.09% -3,270 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,711 shares; 2025Q1: 5,387 shares; 2025Q2: 8,195 shares; 2025Q3: 7,171 shares; 2025Q4: 5,274 shares; 2026Q1: 4,354 shares; 2026Q2: 4,309 shares 4,309 $995K 0.09% -45 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: not loaded; 2024Q4: 1,581 shares; 2025Q1: 2,502 shares; 2025Q2: 3,044 shares; 2025Q3: 3,873 shares; 2025Q4: 3,256 shares; 2026Q1: 3,246 shares; 2026Q2: 3,522 shares 3,522 $985K 0.09% +276 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29,353 shares; 2025Q1: 27,841 shares; 2025Q2: 25,648 shares; 2025Q3: not reported; 2025Q4: 9,854 shares; 2026Q1: 10,020 shares; 2026Q2: 10,791 shares 10,791 $981K 0.09% +771 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,243 shares; 2025Q1: 2,791 shares; 2025Q2: 2,764 shares; 2025Q3: not reported; 2025Q4: 3,603 shares; 2026Q1: 4,436 shares; 2026Q2: 4,174 shares 4,174 $979K 0.09% -262 Timeline DYNF 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 loaded; 2024Q4: 55,338 shares; 2025Q1: 37,573 shares; 2025Q2: 41,963 shares; 2025Q3: 39,214 shares; 2025Q4: 16,169 shares; 2026Q1: 14,495 shares; 2026Q2: 14,257 shares 14,257 $966K 0.09% -238 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,782 shares; 2025Q1: 8,109 shares; 2025Q2: 10,612 shares; 2025Q3: 11,943 shares; 2025Q4: 9,872 shares; 2026Q1: 9,270 shares; 2026Q2: 9,926 shares 9,926 $949K 0.09% +656 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 777 shares; 2025Q2: 1,680 shares; 2025Q3: 1,747 shares; 2025Q4: 1,766 shares; 2026Q1: 1,988 shares; 2026Q2: 2,283 shares 2,283 $944K 0.09% +295 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,379 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,276 shares 6,276 $941K 0.09% new Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29,426 shares; 2025Q1: 27,982 shares; 2025Q2: 27,477 shares; 2025Q3: not reported; 2025Q4: 22,863 shares; 2026Q1: 22,863 shares; 2026Q2: 21,350 shares 21,350 $936K 0.09% -1,513 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: not loaded; 2024Q4: 2,750 shares; 2025Q1: 4,290 shares; 2025Q2: 6,480 shares; 2025Q3: 6,176 shares; 2025Q4: 3,584 shares; 2026Q1: 3,565 shares; 2026Q2: 3,602 shares 3,602 $912K 0.08% +37 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: not loaded; 2024Q4: not reported; 2025Q1: 36,301 shares; 2025Q2: 69,102 shares; 2025Q3: 57,900 shares; 2025Q4: 34,042 shares; 2026Q1: 33,857 shares; 2026Q2: 44,127 shares 44,127 $908K 0.08% +10,270 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,682 shares; 2026Q1: 5,794 shares; 2026Q2: 6,307 shares 6,307 $907K 0.08% +513 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,188 shares; 2025Q1: 5,699 shares; 2025Q2: 7,981 shares; 2025Q3: 7,151 shares; 2025Q4: 4,592 shares; 2026Q1: 4,476 shares; 2026Q2: 4,873 shares 4,873 $900K 0.08% +397 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,843 shares; 2025Q3: 2,262 shares; 2025Q4: 1,359 shares; 2026Q1: 1,423 shares; 2026Q2: 1,510 shares 1,510 $895K 0.08% +87 Timeline JULT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,656 shares; 2025Q1: 18,656 shares; 2025Q2: 18,656 shares; 2025Q3: not reported; 2025Q4: 18,656 shares; 2026Q1: 18,656 shares; 2026Q2: 18,656 shares 18,656 $894K 0.08% 0 Timeline MTGP WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 56,031 shares; 2025Q1: 50,393 shares; 2025Q2: 42,076 shares; 2025Q3: not reported; 2025Q4: 22,871 shares; 2026Q1: 22,067 shares; 2026Q2: 20,219 shares 20,219 $892K 0.08% -1,848 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,310 shares; 2025Q2: 3,706 shares; 2025Q3: 3,741 shares; 2025Q4: 3,889 shares; 2026Q1: 3,948 shares; 2026Q2: 3,971 shares 3,971 $889K 0.08% +23 Timeline JANT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,857 shares; 2025Q1: 19,857 shares; 2025Q2: 19,857 shares; 2025Q3: not reported; 2025Q4: 19,895 shares; 2026Q1: 19,857 shares; 2026Q2: 19,857 shares 19,857 $877K 0.08% 0 Timeline APRT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,054 shares; 2025Q1: 19,054 shares; 2025Q2: 19,054 shares; 2025Q3: not reported; 2025Q4: 19,054 shares; 2026Q1: 19,054 shares; 2026Q2: 19,054 shares 19,054 $876K 0.08% 0 Timeline FAPR 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 loaded; 2024Q4: 90,018 shares; 2025Q1: 86,031 shares; 2025Q2: 114,137 shares; 2025Q3: not reported; 2025Q4: 18,500 shares; 2026Q1: 18,500 shares; 2026Q2: 18,500 shares 18,500 $868K 0.08% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,655 shares; 2025Q2: 4,944 shares; 2025Q3: 4,960 shares; 2025Q4: 7,152 shares; 2026Q1: 7,177 shares; 2026Q2: 7,175 shares 7,175 $864K 0.08% -2 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: not loaded; 2024Q4: 134,773 shares; 2025Q1: 132,484 shares; 2025Q2: 128,289 shares; 2025Q3: not reported; 2025Q4: 14,314 shares; 2026Q1: 14,314 shares; 2026Q2: 14,314 shares 14,314 $855K 0.08% 0 Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 71,127 shares; 2025Q1: 62,520 shares; 2025Q2: 49,904 shares; 2025Q3: not reported; 2025Q4: 15,751 shares; 2026Q1: 14,918 shares; 2026Q2: 14,391 shares 14,391 $854K 0.08% -527 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,807 shares; 2025Q2: 2,227 shares; 2025Q3: 2,227 shares; 2025Q4: 2,688 shares; 2026Q1: 2,776 shares; 2026Q2: 4,144 shares 4,144 $834K 0.08% +1,368 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: not loaded; 2024Q4: 123,461 shares; 2025Q1: 117,982 shares; 2025Q2: 117,621 shares; 2025Q3: not reported; 2025Q4: 15,743 shares; 2026Q1: 15,743 shares; 2026Q2: 15,743 shares 15,743 $828K 0.08% 0 Timeline UVSP UNIVEST FINANCIAL CORPORATIO More: the full row for UNIVEST FINANCIAL CORPORATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 18,630 shares; 2025Q2: 18,630 shares; 2025Q3: 18,630 shares; 2025Q4: 18,630 shares; 2026Q1: 18,665 shares; 2026Q2: 18,665 shares 18,665 $825K 0.08% 0 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,953 shares; 2026Q1: 9,131 shares; 2026Q2: 9,175 shares 9,175 $824K 0.08% +44 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,780 shares; 2025Q2: 2,234 shares; 2025Q3: 1,815 shares; 2025Q4: 2,129 shares; 2026Q1: 2,229 shares; 2026Q2: 2,685 shares 2,685 $815K 0.08% +456 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 434 shares; 2025Q1: 453 shares; 2025Q2: 874 shares; 2025Q3: 1,162 shares; 2025Q4: 9,249 shares; 2026Q1: 10,473 shares; 2026Q2: 10,412 shares 10,412 $792K 0.07% -61 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,822 shares; 2025Q2: 2,386 shares; 2025Q3: 3,545 shares; 2025Q4: 3,914 shares; 2026Q1: 3,529 shares; 2026Q2: 3,675 shares 3,675 $789K 0.07% +146 Timeline PSFM 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: not loaded; 2024Q4: 22,500 shares; 2025Q1: 22,500 shares; 2025Q2: 22,500 shares; 2025Q3: not reported; 2025Q4: 22,500 shares; 2026Q1: 22,500 shares; 2026Q2: 22,500 shares 22,500 $787K 0.07% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,352 shares; 2025Q3: 1,611 shares; 2025Q4: 2,174 shares; 2026Q1: 2,128 shares; 2026Q2: 2,187 shares 2,187 $780K 0.07% +59 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,692 shares; 2025Q2: not reported; 2025Q3: 4,873 shares; 2025Q4: 7,108 shares; 2026Q1: 4,835 shares; 2026Q2: 4,772 shares 4,772 $775K 0.07% -63 Timeline WCBR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,341 shares; 2025Q1: 18,730 shares; 2025Q2: 18,311 shares; 2025Q3: not reported; 2025Q4: 20,409 shares; 2026Q1: 20,409 shares; 2026Q2: 19,845 shares 19,845 $764K 0.07% -564 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: not loaded; 2024Q4: 2,206 shares; 2025Q1: 2,137 shares; 2025Q2: 4,497 shares; 2025Q3: 4,263 shares; 2025Q4: 4,043 shares; 2026Q1: 3,088 shares; 2026Q2: 4,073 shares 4,073 $759K 0.07% +985 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,889 shares; 2025Q1: 15,148 shares; 2025Q2: 12,948 shares; 2025Q3: not reported; 2025Q4: 11,549 shares; 2026Q1: 11,694 shares; 2026Q2: 11,676 shares 11,676 $759K 0.07% -18 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,830 shares 24,830 $744K 0.07% new Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,242 shares; 2025Q2: 5,018 shares; 2025Q3: 6,160 shares; 2025Q4: 6,287 shares; 2026Q1: 6,538 shares; 2026Q2: 6,446 shares 6,446 $743K 0.07% -92 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,583 shares; 2025Q2: 20,034 shares; 2025Q3: 18,595 shares; 2025Q4: 13,211 shares; 2026Q1: 12,038 shares; 2026Q2: 11,711 shares 11,711 $736K 0.07% -327 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 648 shares; 2025Q3: 829 shares; 2025Q4: 1,050 shares; 2026Q1: 1,063 shares; 2026Q2: 1,078 shares 1,078 $731K 0.07% +15 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 75,360 shares; 2025Q1: 90,681 shares; 2025Q2: 94,007 shares; 2025Q3: 90,542 shares; 2025Q4: 14,007 shares; 2026Q1: 14,033 shares; 2026Q2: 16,300 shares 16,300 $731K 0.07% +2,267 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 loaded; 2024Q4: 1,986 shares; 2025Q1: 5,101 shares; 2025Q2: 5,919 shares; 2025Q3: 6,552 shares; 2025Q4: 4,834 shares; 2026Q1: 4,950 shares; 2026Q2: 5,031 shares 5,031 $712K 0.07% +81 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,336 shares; 2025Q4: 1,687 shares; 2026Q1: 6,700 shares; 2026Q2: 8,789 shares 8,789 $711K 0.07% +2,089 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,891 shares; 2025Q1: not reported; 2025Q2: 3,482 shares; 2025Q3: 3,370 shares; 2025Q4: 3,632 shares; 2026Q1: 4,019 shares; 2026Q2: 4,098 shares 4,098 $710K 0.07% +79 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: not loaded; 2024Q4: 173,061 shares; 2025Q1: 188,183 shares; 2025Q2: 190,484 shares; 2025Q3: not reported; 2025Q4: 7,081 shares; 2026Q1: 7,058 shares; 2026Q2: 7,392 shares 7,392 $705K 0.06% +334 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 38,753 shares; 2025Q1: 30,902 shares; 2025Q2: 24,491 shares; 2025Q3: not reported; 2025Q4: 9,433 shares; 2026Q1: 9,052 shares; 2026Q2: 8,896 shares 8,896 $698K 0.06% -156 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 320 shares; 2025Q3: 318 shares; 2025Q4: 264 shares; 2026Q1: 267 shares; 2026Q2: 2,993 shares 2,993 $698K 0.06% +2,726 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 loaded; 2024Q4: 898 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 352 shares; 2025Q4: 397 shares; 2026Q1: 398 shares; 2026Q2: 389 shares 389 $697K 0.06% -9 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,164 shares; 2025Q2: 12,140 shares; 2025Q3: 12,724 shares; 2025Q4: 14,947 shares; 2026Q1: 13,857 shares; 2026Q2: 27,152 shares 27,152 $688K 0.06% +13,295 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: not loaded; 2024Q4: not reported; 2025Q1: 7,651 shares; 2025Q2: 7,332 shares; 2025Q3: not reported; 2025Q4: 11,049 shares; 2026Q1: 11,049 shares; 2026Q2: 10,841 shares 10,841 $688K 0.06% -208 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: not loaded; 2024Q4: 1,983 shares; 2025Q1: 1,806 shares; 2025Q2: 3,312 shares; 2025Q3: 3,321 shares; 2025Q4: 4,162 shares; 2026Q1: 4,162 shares; 2026Q2: 4,168 shares 4,168 $688K 0.06% +6 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 14,407 shares; 2025Q2: 14,407 shares; 2025Q3: 14,407 shares; 2025Q4: 14,500 shares; 2026Q1: 14,500 shares; 2026Q2: 14,508 shares 14,508 $683K 0.06% +8 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 329 shares; 2025Q2: 360 shares; 2025Q3: 338 shares; 2025Q4: 401 shares; 2026Q1: 405 shares; 2026Q2: 498 shares 498 $683K 0.06% +93 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,536 shares 29,536 $679K 0.06% new Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,110 shares 20,110 $674K 0.06% new 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: not loaded; 2024Q4: 15,142 shares; 2025Q1: 18,302 shares; 2025Q2: 23,422 shares; 2025Q3: not reported; 2025Q4: 2,431 shares; 2026Q1: 2,302 shares; 2026Q2: 2,231 shares 2,231 $673K 0.06% -71 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,429 shares; 2025Q1: 7,530 shares; 2025Q2: 8,764 shares; 2025Q3: 8,794 shares; 2025Q4: 6,180 shares; 2026Q1: 6,406 shares; 2026Q2: 6,489 shares 6,489 $672K 0.06% +83 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,530 shares; 2025Q4: 1,605 shares; 2026Q1: 1,486 shares; 2026Q2: 1,321 shares 1,321 $671K 0.06% -165 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,862 shares; 2025Q2: 15,830 shares; 2025Q3: 16,642 shares; 2025Q4: 11,587 shares; 2026Q1: 10,918 shares; 2026Q2: 10,501 shares 10,501 $664K 0.06% -417 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,745 shares; 2025Q3: 1,950 shares; 2025Q4: 1,670 shares; 2026Q1: 1,731 shares; 2026Q2: 1,760 shares 1,760 $663K 0.06% +29 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 999 shares; 2026Q1: 1,145 shares; 2026Q2: 1,372 shares 1,372 $662K 0.06% +227 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,303 shares; 2025Q4: 37,438 shares; 2026Q1: 37,438 shares; 2026Q2: 37,438 shares 37,438 $660K 0.06% 0 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 loaded; 2024Q4: not reported; 2025Q1: 6,472 shares; 2025Q2: 10,232 shares; 2025Q3: 7,480 shares; 2025Q4: 5,374 shares; 2026Q1: 5,928 shares; 2026Q2: 5,898 shares 5,898 $649K 0.06% -30 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,521 shares; 2025Q3: 2,107 shares; 2025Q4: 2,502 shares; 2026Q1: 2,712 shares; 2026Q2: 2,445 shares 2,445 $641K 0.06% -267 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 255,960 shares; 2025Q2: 180,294 shares; 2025Q3: 143,482 shares; 2025Q4: 78,413 shares; 2026Q1: 125,915 shares; 2026Q2: 15,867 shares 15,867 $629K 0.06% -110,048 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,397 shares; 2025Q3: 5,754 shares; 2025Q4: 6,092 shares; 2026Q1: 6,226 shares; 2026Q2: 6,383 shares 6,383 $627K 0.06% +157 Timeline LCTU 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 loaded; 2024Q4: 8,747 shares; 2025Q1: 7,866 shares; 2025Q2: 8,068 shares; 2025Q3: not reported; 2025Q4: 7,720 shares; 2026Q1: 7,720 shares; 2026Q2: 7,738 shares 7,738 $625K 0.06% +18 Timeline VCR 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 loaded; 2024Q4: 2,705 shares; 2025Q1: 2,712 shares; 2025Q2: 3,236 shares; 2025Q3: 2,089 shares; 2025Q4: 1,560 shares; 2026Q1: 1,560 shares; 2026Q2: 1,560 shares 1,560 $621K 0.06% 0 Timeline INFQ INFLEQTION INC More: the full row for INFLEQTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50,000 shares 50,000 $616K 0.06% new Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 51,501 shares; 2025Q1: 50,248 shares; 2025Q2: 39,435 shares; 2025Q3: not reported; 2025Q4: 13,721 shares; 2026Q1: 13,075 shares; 2026Q2: 12,733 shares 12,733 $616K 0.06% -342 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 194 shares; 2026Q1: 207 shares; 2026Q2: 335 shares 335 $611K 0.06% +128 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,782 shares; 2025Q4: 3,613 shares; 2026Q1: 4,793 shares; 2026Q2: 5,128 shares 5,128 $603K 0.06% +335 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: not loaded; 2024Q4: not reported; 2025Q1: 4,250 shares; 2025Q2: 4,905 shares; 2025Q3: 4,905 shares; 2025Q4: 3,889 shares; 2026Q1: 4,314 shares; 2026Q2: 5,706 shares 5,706 $602K 0.06% +1,392 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,439 shares; 2025Q2: 6,054 shares; 2025Q3: 5,817 shares; 2025Q4: 6,798 shares; 2026Q1: 5,312 shares; 2026Q2: 4,742 shares 4,742 $592K 0.05% -570 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,605 shares; 2025Q1: 12,094 shares; 2025Q2: 23,204 shares; 2025Q3: 19,432 shares; 2025Q4: 12,031 shares; 2026Q1: 11,768 shares; 2026Q2: 13,872 shares 13,872 $584K 0.05% +2,104 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: not loaded; 2024Q4: 1,169 shares; 2025Q1: 3,121 shares; 2025Q2: 3,576 shares; 2025Q3: 3,524 shares; 2025Q4: 3,169 shares; 2026Q1: 2,487 shares; 2026Q2: 2,545 shares 2,545 $583K 0.05% +58 Timeline WCLD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,504 shares; 2025Q1: 14,812 shares; 2025Q2: 14,492 shares; 2025Q3: not reported; 2025Q4: 17,231 shares; 2026Q1: 17,231 shares; 2026Q2: 17,045 shares 17,045 $582K 0.05% -186 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,026 shares; 2026Q2: 2,326 shares 2,326 $580K 0.05% +300 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: not loaded; 2024Q4: 1,367 shares; 2025Q1: 1,338 shares; 2025Q2: 2,164 shares; 2025Q3: not reported; 2025Q4: 1,669 shares; 2026Q1: 1,681 shares; 2026Q2: 1,870 shares 1,870 $578K 0.05% +189 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,348 shares; 2025Q1: 4,244 shares; 2025Q2: 4,244 shares; 2025Q3: not reported; 2025Q4: 4,563 shares; 2026Q1: 5,370 shares; 2026Q2: 5,456 shares 5,456 $575K 0.05% +86 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,281 shares; 2025Q4: 18,737 shares; 2026Q1: 20,806 shares; 2026Q2: 22,541 shares 22,541 $575K 0.05% +1,735 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,189 shares; 2025Q3: 1,935 shares; 2025Q4: 2,155 shares; 2026Q1: 2,130 shares; 2026Q2: 2,329 shares 2,329 $573K 0.05% +199 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: not loaded; 2024Q4: not reported; 2025Q1: 10,696 shares; 2025Q2: 10,029 shares; 2025Q3: 9,014 shares; 2025Q4: 8,717 shares; 2026Q1: 6,786 shares; 2026Q2: 6,826 shares 6,826 $571K 0.05% +40 Timeline IBLC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,000 shares; 2025Q2: 12,351 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $570K 0.05% 0 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: not loaded; 2024Q4: not reported; 2025Q1: 6,001 shares; 2025Q2: 5,996 shares; 2025Q3: 6,136 shares; 2025Q4: 6,873 shares; 2026Q1: 7,473 shares; 2026Q2: 7,373 shares 7,373 $570K 0.05% -100 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 loaded; 2024Q4: 7,283 shares; 2025Q1: 8,942 shares; 2025Q2: 10,550 shares; 2025Q3: 9,450 shares; 2025Q4: 3,215 shares; 2026Q1: 3,128 shares; 2026Q2: 3,564 shares 3,564 $567K 0.05% +436 Timeline PSQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,522 shares; 2025Q4: 22,122 shares; 2026Q1: 22,122 shares; 2026Q2: 22,122 shares 22,122 $565K 0.05% 0 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: not loaded; 2024Q4: not reported; 2025Q1: 3,451 shares; 2025Q2: 4,880 shares; 2025Q3: 4,487 shares; 2025Q4: 3,013 shares; 2026Q1: 2,867 shares; 2026Q2: 3,210 shares 3,210 $561K 0.05% +343 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: not loaded; 2024Q4: 1,512 shares; 2025Q1: 5,439 shares; 2025Q2: 5,347 shares; 2025Q3: 2,287 shares; 2025Q4: 2,496 shares; 2026Q1: 2,999 shares; 2026Q2: 3,426 shares 3,426 $555K 0.05% +427 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 635 shares; 2025Q3: 777 shares; 2025Q4: 783 shares; 2026Q1: 833 shares; 2026Q2: 1,025 shares 1,025 $554K 0.05% +192 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,738 shares; 2025Q3: 4,005 shares; 2025Q4: 3,503 shares; 2026Q1: 2,426 shares; 2026Q2: 2,634 shares 2,634 $544K 0.05% +208 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,457 shares; 2025Q3: 5,333 shares; 2025Q4: 7,293 shares; 2026Q1: 7,271 shares; 2026Q2: 7,251 shares 7,251 $543K 0.05% -20 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 loaded; 2024Q4: 18,397 shares; 2025Q1: 14,951 shares; 2025Q2: 14,919 shares; 2025Q3: not reported; 2025Q4: 3,027 shares; 2026Q1: 5,417 shares; 2026Q2: 5,399 shares 5,399 $541K 0.05% -18 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 427 shares; 2026Q1: 300 shares; 2026Q2: 306 shares 306 $534K 0.05% +6 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,952 shares; 2025Q1: 13,457 shares; 2025Q2: 12,802 shares; 2025Q3: not reported; 2025Q4: 7,063 shares; 2026Q1: 7,107 shares; 2026Q2: 7,334 shares 7,334 $534K 0.05% +227 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 931 shares; 2026Q1: 937 shares; 2026Q2: 922 shares 922 $532K 0.05% -15 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: not loaded; 2024Q4: not reported; 2025Q1: 25,445 shares; 2025Q2: 43,102 shares; 2025Q3: 41,532 shares; 2025Q4: 32,038 shares; 2026Q1: 32,574 shares; 2026Q2: 33,077 shares 33,077 $529K 0.05% +503 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,081 shares; 2025Q4: 3,016 shares; 2026Q1: 2,969 shares; 2026Q2: 2,969 shares 2,969 $525K 0.05% 0 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,740 shares; 2025Q1: 9,812 shares; 2025Q2: 9,963 shares; 2025Q3: 10,068 shares; 2025Q4: 10,262 shares; 2026Q1: 10,336 shares; 2026Q2: 10,373 shares 10,373 $524K 0.05% +37 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,452 shares; 2025Q4: 9,618 shares; 2026Q1: 9,482 shares; 2026Q2: 9,226 shares 9,226 $523K 0.05% -256 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 883 shares; 2025Q3: 1,142 shares; 2025Q4: 1,450 shares; 2026Q1: 1,425 shares; 2026Q2: 1,687 shares 1,687 $523K 0.05% +262 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,423 shares; 2025Q3: 3,219 shares; 2025Q4: 3,419 shares; 2026Q1: 3,420 shares; 2026Q2: 3,798 shares 3,798 $522K 0.05% +378 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 11,450 shares; 2025Q2: 13,305 shares; 2025Q3: 14,686 shares; 2025Q4: 20,114 shares; 2026Q1: 19,021 shares; 2026Q2: 22,671 shares 22,671 $518K 0.05% +3,650 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,447 shares; 2025Q4: 3,437 shares; 2026Q1: 3,560 shares; 2026Q2: 3,554 shares 3,554 $513K 0.05% -6 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,985 shares; 2025Q3: 6,557 shares; 2025Q4: 5,427 shares; 2026Q1: 5,055 shares; 2026Q2: 4,986 shares 4,986 $509K 0.05% -69 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,253 shares; 2026Q2: 17,692 shares 17,692 $499K 0.05% +7,439 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,946 shares; 2026Q1: 2,706 shares; 2026Q2: 4,769 shares 4,769 $498K 0.05% +2,063 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 29,621 shares; 2025Q1: 40,913 shares; 2025Q2: 39,737 shares; 2025Q3: 38,578 shares; 2025Q4: 44,252 shares; 2026Q1: 44,345 shares; 2026Q2: 42,937 shares 42,937 $495K 0.05% -1,408 Timeline GNOM GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,421 shares; 2026Q1: 13,421 shares; 2026Q2: 8,313 shares 8,313 $489K 0.05% -5,108 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,006 shares; 2025Q3: 4,307 shares; 2025Q4: 4,409 shares; 2026Q1: 5,018 shares; 2026Q2: 5,275 shares 5,275 $484K 0.04% +257 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 673 shares; 2025Q2: 771 shares; 2025Q3: 808 shares; 2025Q4: 819 shares; 2026Q1: 806 shares; 2026Q2: 881 shares 881 $483K 0.04% +75 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 242 shares; 2025Q1: 600 shares; 2025Q2: 694 shares; 2025Q3: 720 shares; 2025Q4: 530 shares; 2026Q1: 467 shares; 2026Q2: 470 shares 470 $475K 0.04% +3 Timeline SMH 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 554 shares; 2026Q1: 612 shares; 2026Q2: 775 shares 775 $468K 0.04% +163 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,592 shares; 2026Q2: 17,592 shares 17,592 $465K 0.04% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,007 shares 2,007 $464K 0.04% new Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,851 shares; 2026Q2: 4,851 shares 4,851 $463K 0.04% 0 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: not loaded; 2024Q4: 3,523 shares; 2025Q1: 4,987 shares; 2025Q2: 4,987 shares; 2025Q3: 4,115 shares; 2025Q4: 4,794 shares; 2026Q1: 4,794 shares; 2026Q2: 4,800 shares 4,800 $462K 0.04% +6 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,772 shares; 2025Q4: 35,799 shares; 2026Q1: 35,799 shares; 2026Q2: 35,799 shares 35,799 $461K 0.04% 0 Timeline QHY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 27,873 shares; 2025Q1: 23,866 shares; 2025Q2: 20,056 shares; 2025Q3: not reported; 2025Q4: 11,076 shares; 2026Q1: 10,754 shares; 2026Q2: 9,992 shares 9,992 $459K 0.04% -762 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 830 shares; 2025Q4: 3,015 shares; 2026Q1: 3,797 shares; 2026Q2: 3,850 shares 3,850 $454K 0.04% +53 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,826 shares; 2025Q3: 3,887 shares; 2025Q4: 3,890 shares; 2026Q1: 3,908 shares; 2026Q2: 3,908 shares 3,908 $452K 0.04% 0 Timeline CHY CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,500 shares; 2026Q1: 27,256 shares; 2026Q2: 33,298 shares 33,298 $450K 0.04% +6,042 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,887 shares 1,887 $449K 0.04% new Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,196 shares; 2025Q2: 4,231 shares; 2025Q3: 4,962 shares; 2025Q4: 5,621 shares; 2026Q1: 6,188 shares; 2026Q2: 5,870 shares 5,870 $448K 0.04% -318 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,323 shares; 2026Q1: 1,285 shares; 2026Q2: 1,148 shares 1,148 $446K 0.04% -137 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,202 shares; 2026Q1: 1,201 shares; 2026Q2: 1,248 shares 1,248 $437K 0.04% +47 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,557 shares; 2026Q1: 1,572 shares; 2026Q2: 1,611 shares 1,611 $435K 0.04% +39 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,751 shares; 2025Q3: 5,746 shares; 2025Q4: 5,526 shares; 2026Q1: 5,547 shares; 2026Q2: 5,586 shares 5,586 $435K 0.04% +39 Timeline QQH 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,856 shares; 2026Q1: 4,746 shares; 2026Q2: 5,092 shares 5,092 $430K 0.04% +346 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 665 shares; 2025Q4: 1,076 shares; 2026Q1: 832 shares; 2026Q2: 827 shares 827 $428K 0.04% -5 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,432 shares; 2025Q3: 21,655 shares; 2025Q4: 25,408 shares; 2026Q1: 25,102 shares; 2026Q2: 25,059 shares 25,059 $421K 0.04% -43 Timeline FJAN 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 loaded; 2024Q4: 84,098 shares; 2025Q1: 89,592 shares; 2025Q2: 79,138 shares; 2025Q3: not reported; 2025Q4: 7,590 shares; 2026Q1: 7,590 shares; 2026Q2: 7,590 shares 7,590 $420K 0.04% 0 Timeline WTMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 45,366 shares; 2025Q1: 42,414 shares; 2025Q2: 34,688 shares; 2025Q3: not reported; 2025Q4: 12,276 shares; 2026Q1: 11,580 shares; 2026Q2: 10,136 shares 10,136 $415K 0.04% -1,444 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,898 shares; 2025Q3: 12,974 shares; 2025Q4: 13,108 shares; 2026Q1: 13,269 shares; 2026Q2: 13,585 shares 13,585 $414K 0.04% +316 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,898 shares; 2025Q2: 2,757 shares; 2025Q3: 2,638 shares; 2025Q4: 2,956 shares; 2026Q1: 2,163 shares; 2026Q2: 2,137 shares 2,137 $414K 0.04% -26 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,324 shares; 2026Q1: 6,113 shares; 2026Q2: 6,211 shares 6,211 $410K 0.04% +98 Timeline EMBX VANECK FDS More: the full row for VANECK FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,000 shares 8,000 $410K 0.04% new Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,272 shares; 2025Q1: 2,944 shares; 2025Q2: 2,976 shares; 2025Q3: not reported; 2025Q4: 2,846 shares; 2026Q1: 2,846 shares; 2026Q2: 2,852 shares 2,852 $406K 0.04% +6 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,595 shares; 2025Q1: 2,373 shares; 2025Q2: 5,012 shares; 2025Q3: 4,903 shares; 2025Q4: 2,888 shares; 2026Q1: 2,896 shares; 2026Q2: 2,988 shares 2,988 $406K 0.04% +92 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 36,270 shares; 2025Q1: 37,328 shares; 2025Q2: 37,674 shares; 2025Q3: not reported; 2025Q4: 8,400 shares; 2026Q1: 8,201 shares; 2026Q2: 8,159 shares 8,159 $405K 0.04% -42 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,948 shares; 2025Q1: 7,026 shares; 2025Q2: 7,296 shares; 2025Q3: 6,525 shares; 2025Q4: 8,492 shares; 2026Q1: 9,110 shares; 2026Q2: 7,141 shares 7,141 $405K 0.04% -1,969 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: not loaded; 2024Q4: 8,468 shares; 2025Q1: 8,893 shares; 2025Q2: 10,091 shares; 2025Q3: 22,373 shares; 2025Q4: 13,023 shares; 2026Q1: 12,905 shares; 2026Q2: 12,762 shares 12,762 $404K 0.04% -143 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,000 shares; 2025Q4: 46,939 shares; 2026Q1: 46,939 shares; 2026Q2: 46,939 shares 46,939 $400K 0.04% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,346 shares; 2026Q1: 8,270 shares; 2026Q2: 8,231 shares 8,231 $397K 0.04% -39 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,709 shares; 2025Q3: 6,409 shares; 2025Q4: 6,515 shares; 2026Q1: 5,846 shares; 2026Q2: 5,892 shares 5,892 $396K 0.04% +46 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,898 shares; 2026Q1: 2,898 shares; 2026Q2: 3,618 shares 3,618 $393K 0.04% +720 Timeline DJUL 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 loaded; 2024Q4: 198,462 shares; 2025Q1: 177,266 shares; 2025Q2: 166,932 shares; 2025Q3: not reported; 2025Q4: 7,800 shares; 2026Q1: 7,800 shares; 2026Q2: 7,800 shares 7,800 $392K 0.04% 0 Timeline PPI INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 85,625 shares; 2025Q1: 79,986 shares; 2025Q2: 64,613 shares; 2025Q3: not reported; 2025Q4: 20,927 shares; 2026Q1: 19,551 shares; 2026Q2: 18,445 shares 18,445 $392K 0.04% -1,106 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,017 shares; 2026Q1: 2,521 shares; 2026Q2: 2,991 shares 2,991 $388K 0.04% +470 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,706 shares; 2025Q3: 2,423 shares; 2025Q4: 3,495 shares; 2026Q1: 3,213 shares; 2026Q2: 3,973 shares 3,973 $387K 0.04% +760 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,287 shares; 2026Q1: 1,241 shares; 2026Q2: 1,131 shares 1,131 $384K 0.04% -110 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,177 shares; 2025Q2: 9,582 shares; 2025Q3: 7,625 shares; 2025Q4: 7,740 shares; 2026Q1: 7,740 shares; 2026Q2: 7,740 shares 7,740 $382K 0.04% 0 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 14,885 shares; 2025Q2: 11,964 shares; 2025Q3: not reported; 2025Q4: 4,399 shares; 2026Q1: 4,194 shares; 2026Q2: 3,692 shares 3,692 $382K 0.04% -502 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 11,707 shares; 2025Q2: 10,709 shares; 2025Q3: 10,711 shares; 2025Q4: 10,715 shares; 2026Q1: 10,755 shares; 2026Q2: 10,801 shares 10,801 $378K 0.03% +46 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: not loaded; 2024Q4: not reported; 2025Q1: 1,272 shares; 2025Q2: 1,318 shares; 2025Q3: 1,316 shares; 2025Q4: 1,353 shares; 2026Q1: 1,250 shares; 2026Q2: 1,682 shares 1,682 $378K 0.03% +432 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,248 shares; 2026Q1: 1,142 shares; 2026Q2: 1,231 shares 1,231 $371K 0.03% +89 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,402 shares; 2025Q1: 3,766 shares; 2025Q2: 7,976 shares; 2025Q3: not reported; 2025Q4: 3,723 shares; 2026Q1: 3,566 shares; 2026Q2: 4,080 shares 4,080 $369K 0.03% +514 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,427 shares; 2025Q4: 3,472 shares; 2026Q1: 3,647 shares; 2026Q2: 3,658 shares 3,658 $369K 0.03% +11 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 996 shares; 2025Q1: 997 shares; 2025Q2: 699 shares; 2025Q3: not reported; 2025Q4: 641 shares; 2026Q1: 3,847 shares; 2026Q2: 4,451 shares 4,451 $367K 0.03% +604 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,581 shares; 2025Q3: 1,581 shares; 2025Q4: 1,514 shares; 2026Q1: 1,425 shares; 2026Q2: 1,366 shares 1,366 $364K 0.03% -59 Timeline GCC WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 72,108 shares; 2025Q1: 64,610 shares; 2025Q2: 52,685 shares; 2025Q3: not reported; 2025Q4: 17,642 shares; 2026Q1: 16,531 shares; 2026Q2: 15,599 shares 15,599 $364K 0.03% -932 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,934 shares; 2026Q1: 1,963 shares; 2026Q2: 2,050 shares 2,050 $363K 0.03% +87 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,070 shares; 2025Q2: 3,070 shares; 2025Q3: 3,070 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $363K 0.03% 0 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,443 shares; 2025Q1: 29,953 shares; 2025Q2: 4,014 shares; 2025Q3: not reported; 2025Q4: 4,172 shares; 2026Q1: 4,177 shares; 2026Q2: 5,550 shares 5,550 $362K 0.03% +1,373 Timeline LGH 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,167 shares; 2026Q1: 5,211 shares; 2026Q2: 5,618 shares 5,618 $361K 0.03% +407 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,013 shares; 2026Q2: 10,014 shares 10,014 $361K 0.03% +1 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: not loaded; 2024Q4: 1,156 shares; 2025Q1: 1,156 shares; 2025Q2: 1,172 shares; 2025Q3: not reported; 2025Q4: 1,045 shares; 2026Q1: 980 shares; 2026Q2: 970 shares 970 $358K 0.03% -10 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,262 shares; 2026Q1: 1,280 shares; 2026Q2: 1,289 shares 1,289 $358K 0.03% +9 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,001 shares; 2026Q2: 6,853 shares 6,853 $356K 0.03% +2,852 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,449 shares; 2025Q1: 7,134 shares; 2025Q2: 5,620 shares; 2025Q3: not reported; 2025Q4: 2,228 shares; 2026Q1: 2,131 shares; 2026Q2: 1,977 shares 1,977 $355K 0.03% -154 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,068 shares; 2025Q1: 15,493 shares; 2025Q2: 9,404 shares; 2025Q3: not reported; 2025Q4: 7,606 shares; 2026Q1: 8,010 shares; 2026Q2: 7,212 shares 7,212 $354K 0.03% -798 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 931 shares; 2025Q3: not reported; 2025Q4: 1,240 shares; 2026Q1: 1,223 shares; 2026Q2: 1,248 shares 1,248 $353K 0.03% +25 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,646 shares; 2025Q1: 14,869 shares; 2025Q2: 14,895 shares; 2025Q3: not reported; 2025Q4: 18,147 shares; 2026Q1: 17,050 shares; 2026Q2: 18,251 shares 18,251 $351K 0.03% +1,201 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,536 shares; 2025Q3: 4,078 shares; 2025Q4: 4,749 shares; 2026Q1: 4,764 shares; 2026Q2: 4,811 shares 4,811 $347K 0.03% +47 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 335 shares; 2026Q1: 342 shares; 2026Q2: 347 shares 347 $347K 0.03% +5 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,845 shares; 2025Q2: 3,157 shares; 2025Q3: 3,183 shares; 2025Q4: 3,779 shares; 2026Q1: 3,782 shares; 2026Q2: 3,899 shares 3,899 $345K 0.03% +117 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,551 shares 1,551 $344K 0.03% new Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,727 shares; 2025Q2: 7,545 shares; 2025Q3: 9,577 shares; 2025Q4: 9,647 shares; 2026Q1: 9,780 shares; 2026Q2: 9,813 shares 9,813 $343K 0.03% +33 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,380 shares 5,380 $343K 0.03% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,393 shares; 2026Q1: 1,562 shares; 2026Q2: 1,195 shares 1,195 $337K 0.03% -367 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,564 shares; 2025Q4: 3,517 shares; 2026Q1: 3,517 shares; 2026Q2: 3,517 shares 3,517 $335K 0.03% 0 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,639 shares; 2025Q4: 6,788 shares; 2026Q1: 6,794 shares; 2026Q2: 6,802 shares 6,802 $334K 0.03% +8 Timeline BUFQ 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 loaded; 2024Q4: 17,125 shares; 2025Q1: 17,125 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,537 shares 8,537 $334K 0.03% new Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 817 shares; 2026Q1: 836 shares; 2026Q2: 845 shares 845 $322K 0.03% +9 Timeline EQPT EQUIPMENTSHARE COM INC More: the full row for EQUIPMENTSHARE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,900 shares; 2026Q2: 17,023 shares 17,023 $320K 0.03% +123 Timeline SPUU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,427 shares; 2025Q3: 1,429 shares; 2025Q4: 1,446 shares; 2026Q1: 1,450 shares; 2026Q2: 1,452 shares 1,452 $316K 0.03% +2 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,521 shares; 2026Q2: 46,771 shares 46,771 $314K 0.03% +15,250 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,868 shares; 2025Q3: not reported; 2025Q4: 6,451 shares; 2026Q1: 6,033 shares; 2026Q2: 6,103 shares 6,103 $314K 0.03% +70 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,460 shares; 2025Q2: 3,028 shares; 2025Q3: 3,015 shares; 2025Q4: 3,240 shares; 2026Q1: 3,240 shares; 2026Q2: 3,192 shares 3,192 $312K 0.03% -48 Timeline BMOP BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,218 shares 12,218 $307K 0.03% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,568 shares; 2025Q1: not reported; 2025Q2: 1,691 shares; 2025Q3: 1,645 shares; 2025Q4: 903 shares; 2026Q1: 1,076 shares; 2026Q2: 1,064 shares 1,064 $306K 0.03% -12 Timeline FMAR 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 loaded; 2024Q4: 110,037 shares; 2025Q1: 118,220 shares; 2025Q2: 125,890 shares; 2025Q3: not reported; 2025Q4: 5,800 shares; 2026Q1: 5,800 shares; 2026Q2: 5,800 shares 5,800 $304K 0.03% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,792 shares; 2025Q4: 1,752 shares; 2026Q1: 1,911 shares; 2026Q2: 1,865 shares 1,865 $302K 0.03% -46 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 397 shares; 2025Q3: not reported; 2025Q4: 377 shares; 2026Q1: 380 shares; 2026Q2: 384 shares 384 $302K 0.03% +4 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,901 shares; 2025Q1: 8,407 shares; 2025Q2: 8,442 shares; 2025Q3: not reported; 2025Q4: 4,434 shares; 2026Q1: 4,434 shares; 2026Q2: 4,442 shares 4,442 $302K 0.03% +8 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 690 shares; 2026Q1: 695 shares; 2026Q2: 693 shares 693 $301K 0.03% -2 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 60,878 shares; 2025Q1: 59,881 shares; 2025Q2: 57,656 shares; 2025Q3: not reported; 2025Q4: 5,008 shares; 2026Q1: 5,008 shares; 2026Q2: 4,990 shares 4,990 $300K 0.03% -18 Timeline AGQ PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $299K 0.03% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,836 shares 1,836 $295K 0.03% new Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,084 shares; 2025Q1: 6,400 shares; 2025Q2: 6,400 shares; 2025Q3: not reported; 2025Q4: 6,400 shares; 2026Q1: 6,400 shares; 2026Q2: 6,400 shares 6,400 $293K 0.03% 0 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,211 shares; 2025Q1: 16,407 shares; 2025Q2: 10,534 shares; 2025Q3: not reported; 2025Q4: 10,478 shares; 2026Q1: 10,442 shares; 2026Q2: 10,442 shares 10,442 $292K 0.03% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,791 shares; 2025Q4: 1,705 shares; 2026Q1: 1,625 shares; 2026Q2: 1,961 shares 1,961 $290K 0.03% +336 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,732 shares; 2025Q3: 1,732 shares; 2025Q4: 2,088 shares; 2026Q1: 10,441 shares; 2026Q2: 10,448 shares 10,448 $289K 0.03% +7 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,969 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,009 shares; 2026Q1: 7,012 shares; 2026Q2: 7,094 shares 7,094 $286K 0.03% +82 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,925 shares; 2026Q1: 1,978 shares; 2026Q2: 2,253 shares 2,253 $284K 0.03% +275 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,360 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,044 shares 1,044 $282K 0.03% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,240 shares; 2025Q2: 1,295 shares; 2025Q3: 1,303 shares; 2025Q4: 1,582 shares; 2026Q1: 1,641 shares; 2026Q2: 1,585 shares 1,585 $281K 0.03% -56 Timeline VGK 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 loaded; 2024Q4: not reported; 2025Q1: 23,526 shares; 2025Q2: 27,294 shares; 2025Q3: 4,308 shares; 2025Q4: 17,192 shares; 2026Q1: 4,038 shares; 2026Q2: 3,111 shares 3,111 $280K 0.03% -927 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 loaded; 2024Q4: not reported; 2025Q1: 1,634 shares; 2025Q2: 2,055 shares; 2025Q3: 1,816 shares; 2025Q4: 2,490 shares; 2026Q1: 2,300 shares; 2026Q2: 1,689 shares 1,689 $280K 0.03% -611 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 422 shares; 2026Q1: 412 shares; 2026Q2: 415 shares 415 $279K 0.03% +3 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 876 shares; 2025Q1: 876 shares; 2025Q2: 903 shares; 2025Q3: not reported; 2025Q4: 717 shares; 2026Q1: 717 shares; 2026Q2: 806 shares 806 $279K 0.03% +89 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,286 shares; 2025Q2: 2,393 shares; 2025Q3: 1,537 shares; 2025Q4: 1,248 shares; 2026Q1: 1,243 shares; 2026Q2: 1,122 shares 1,122 $279K 0.03% -121 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: not loaded; 2024Q4: 125,392 shares; 2025Q1: 125,729 shares; 2025Q2: 125,456 shares; 2025Q3: not reported; 2025Q4: 4,915 shares; 2026Q1: 4,915 shares; 2026Q2: 4,915 shares 4,915 $279K 0.03% 0 Timeline BKMI BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,572 shares 10,572 $278K 0.03% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,025 shares; 2025Q3: not reported; 2025Q4: 1,967 shares; 2026Q1: 1,943 shares; 2026Q2: 1,976 shares 1,976 $277K 0.03% +33 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 892 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 495 shares; 2026Q2: 522 shares 522 $276K 0.03% +27 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,061 shares; 2026Q1: 5,061 shares; 2026Q2: 5,097 shares 5,097 $276K 0.03% +36 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,303 shares; 2025Q3: 9,445 shares; 2025Q4: 8,027 shares; 2026Q1: 5,479 shares; 2026Q2: 5,483 shares 5,483 $274K 0.03% +4 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 380 shares; 2025Q3: 343 shares; 2025Q4: 2,197 shares; 2026Q1: not reported; 2026Q2: 2,521 shares 2,521 $272K 0.03% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,568 shares; 2025Q2: 1,568 shares; 2025Q3: 1,568 shares; 2025Q4: 1,754 shares; 2026Q1: 1,754 shares; 2026Q2: 1,754 shares 1,754 $272K 0.03% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,881 shares; 2025Q4: 1,885 shares; 2026Q1: 1,940 shares; 2026Q2: 1,898 shares 1,898 $271K 0.02% -42 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 997 shares; 2025Q3: 985 shares; 2025Q4: 772 shares; 2026Q1: 776 shares; 2026Q2: 798 shares 798 $271K 0.02% +22 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,173 shares; 2025Q4: 3,308 shares; 2026Q1: 3,311 shares; 2026Q2: 3,315 shares 3,315 $271K 0.02% +4 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 868 shares; 2025Q3: 896 shares; 2025Q4: 1,244 shares; 2026Q1: 1,170 shares; 2026Q2: 1,149 shares 1,149 $270K 0.02% -21 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: not loaded; 2024Q4: 653 shares; 2025Q1: 655 shares; 2025Q2: 656 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 798 shares; 2026Q2: 755 shares 755 $270K 0.02% -43 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: not loaded; 2024Q4: 84,690 shares; 2025Q1: 78,681 shares; 2025Q2: 71,358 shares; 2025Q3: not reported; 2025Q4: 4,612 shares; 2026Q1: 4,612 shares; 2026Q2: 4,537 shares 4,537 $266K 0.02% -75 Timeline COWG 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,868 shares; 2025Q3: not reported; 2025Q4: 7,859 shares; 2026Q1: 7,980 shares; 2026Q2: 6,734 shares 6,734 $265K 0.02% -1,246 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,651 shares; 2025Q3: 1,651 shares; 2025Q4: 1,662 shares; 2026Q1: 1,662 shares; 2026Q2: 1,671 shares 1,671 $264K 0.02% +9 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,505 shares; 2026Q2: 1,498 shares 1,498 $264K 0.02% -7 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,878 shares; 2025Q1: 1,973 shares; 2025Q2: 2,430 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,090 shares; 2026Q2: 2,285 shares 2,285 $261K 0.02% +195 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,172 shares; 2025Q3: not reported; 2025Q4: 6,717 shares; 2026Q1: 6,374 shares; 2026Q2: 6,452 shares 6,452 $260K 0.02% +78 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,279 shares; 2025Q3: 3,620 shares; 2025Q4: 4,075 shares; 2026Q1: 3,646 shares; 2026Q2: 2,583 shares 2,583 $260K 0.02% -1,063 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 913 shares 913 $259K 0.02% new Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 65,563 shares; 2025Q2: 87,360 shares; 2025Q3: 118,703 shares; 2025Q4: 5,953 shares; 2026Q1: 4,092 shares; 2026Q2: 4,347 shares 4,347 $257K 0.02% +255 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,486 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,892 shares; 2026Q1: 1,812 shares; 2026Q2: 1,855 shares 1,855 $255K 0.02% +43 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,067 shares; 2026Q2: 4,622 shares 4,622 $253K 0.02% +555 Timeline USMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 38,176 shares; 2025Q1: 14,136 shares; 2025Q2: 11,304 shares; 2025Q3: not reported; 2025Q4: 4,709 shares; 2026Q1: 4,726 shares; 2026Q2: 4,742 shares 4,742 $253K 0.02% +16 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,037 shares; 2026Q1: not reported; 2026Q2: 2,995 shares 2,995 $252K 0.02% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,827 shares; 2026Q2: 5,167 shares 5,167 $252K 0.02% +340 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,415 shares; 2025Q4: not reported; 2026Q1: 4,455 shares; 2026Q2: 2,940 shares 2,940 $251K 0.02% -1,515 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,146 shares; 2025Q3: not reported; 2025Q4: 2,977 shares; 2026Q1: 2,595 shares; 2026Q2: 2,446 shares 2,446 $250K 0.02% -149 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: not loaded; 2024Q4: 8,356 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,379 shares; 2026Q2: 2,560 shares 2,560 $248K 0.02% +181 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: not loaded; 2024Q4: 6,706 shares; 2025Q1: 8,806 shares; 2025Q2: 7,023 shares; 2025Q3: not reported; 2025Q4: 4,566 shares; 2026Q1: 4,570 shares; 2026Q2: 4,630 shares 4,630 $247K 0.02% +60 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,528 shares 1,528 $246K 0.02% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,949 shares; 2025Q3: 10,447 shares; 2025Q4: 7,918 shares; 2026Q1: 6,817 shares; 2026Q2: 6,540 shares 6,540 $245K 0.02% -277 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,102 shares; 2025Q1: 3,727 shares; 2025Q2: 2,766 shares; 2025Q3: not reported; 2025Q4: 2,279 shares; 2026Q1: 2,201 shares; 2026Q2: 2,155 shares 2,155 $244K 0.02% -46 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,157 shares; 2026Q2: 1,157 shares 1,157 $241K 0.02% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 523 shares; 2026Q1: 537 shares; 2026Q2: 574 shares 574 $239K 0.02% +37 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 740 shares; 2026Q2: 748 shares 748 $239K 0.02% +8 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 440 shares; 2026Q1: 445 shares; 2026Q2: 451 shares 451 $239K 0.02% +6 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,699 shares; 2026Q1: 1,620 shares; 2026Q2: 1,638 shares 1,638 $238K 0.02% +18 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,695 shares; 2026Q1: 1,404 shares; 2026Q2: 1,530 shares 1,530 $238K 0.02% +126 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,608 shares; 2026Q1: 1,608 shares; 2026Q2: 1,497 shares 1,497 $237K 0.02% -111 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,900 shares; 2025Q4: 12,723 shares; 2026Q1: 12,723 shares; 2026Q2: 12,723 shares 12,723 $236K 0.02% 0 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,450 shares 6,450 $235K 0.02% new Timeline THRO 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,819 shares; 2026Q1: 5,650 shares; 2026Q2: 5,473 shares 5,473 $235K 0.02% -177 Timeline WDEF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,767 shares 7,767 $234K 0.02% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,963 shares; 2026Q1: 7,254 shares; 2026Q2: 7,088 shares 7,088 $234K 0.02% -166 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,232 shares; 2025Q1: 7,144 shares; 2025Q2: 6,147 shares; 2025Q3: not reported; 2025Q4: 2,660 shares; 2026Q1: 2,484 shares; 2026Q2: 2,473 shares 2,473 $233K 0.02% -11 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,613 shares; 2025Q2: 4,796 shares; 2025Q3: 4,498 shares; 2025Q4: 4,126 shares; 2026Q1: 3,927 shares; 2026Q2: 4,147 shares 4,147 $233K 0.02% +220 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,490 shares; 2026Q2: 4,490 shares 4,490 $232K 0.02% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,597 shares; 2025Q4: 4,597 shares; 2026Q1: 4,597 shares; 2026Q2: 4,597 shares 4,597 $232K 0.02% 0 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,515 shares; 2026Q2: 2,515 shares 2,515 $231K 0.02% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 557 shares; 2026Q2: 608 shares 608 $231K 0.02% +51 Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,663 shares; 2026Q2: 4,663 shares 4,663 $230K 0.02% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,180 shares 1,180 $229K 0.02% new Timeline DMBS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,679 shares; 2026Q2: 4,679 shares 4,679 $229K 0.02% 0 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 loaded; 2024Q4: 7,570 shares; 2025Q1: 7,374 shares; 2025Q2: 17,723 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,594 shares; 2026Q2: 6,278 shares 6,278 $229K 0.02% +684 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 554 shares; 2026Q2: 555 shares 555 $228K 0.02% +1 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: not loaded; 2024Q4: 11,479 shares; 2025Q1: 4,483 shares; 2025Q2: 3,755 shares; 2025Q3: not reported; 2025Q4: 2,359 shares; 2026Q1: 2,364 shares; 2026Q2: 2,407 shares 2,407 $226K 0.02% +43 Timeline GDX 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,237 shares; 2026Q1: 3,237 shares; 2026Q2: 2,837 shares 2,837 $223K 0.02% -400 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,576 shares; 2025Q1: 4,508 shares; 2025Q2: 3,523 shares; 2025Q3: not reported; 2025Q4: 2,306 shares; 2026Q1: 2,313 shares; 2026Q2: 2,266 shares 2,266 $222K 0.02% -47 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,370 shares 2,370 $221K 0.02% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,294 shares; 2026Q1: not reported; 2026Q2: 1,333 shares 1,333 $221K 0.02% new Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 79,136 shares; 2025Q1: 85,097 shares; 2025Q2: 84,958 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,052 shares; 2026Q2: 2,089 shares 2,089 $221K 0.02% +37 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,763 shares; 2026Q2: 5,237 shares 5,237 $221K 0.02% +474 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 64,562 shares; 2025Q1: 81,129 shares; 2025Q2: 50,085 shares; 2025Q3: not reported; 2025Q4: 22,536 shares; 2026Q1: 49,736 shares; 2026Q2: 19,211 shares 19,211 $221K 0.02% -30,525 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 555 shares; 2025Q2: 707 shares; 2025Q3: 811 shares; 2025Q4: 640 shares; 2026Q1: not reported; 2026Q2: 493 shares 493 $220K 0.02% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 819 shares 819 $220K 0.02% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,907 shares; 2025Q3: 1,717 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,711 shares 1,711 $220K 0.02% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,356 shares; 2025Q3: 5,270 shares; 2025Q4: 4,504 shares; 2026Q1: 4,709 shares; 2026Q2: 4,662 shares 4,662 $219K 0.02% -47 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 680 shares; 2025Q4: 807 shares; 2026Q1: 662 shares; 2026Q2: 628 shares 628 $219K 0.02% -34 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,811 shares; 2025Q3: 2,294 shares; 2025Q4: 2,732 shares; 2026Q1: 2,549 shares; 2026Q2: 1,774 shares 1,774 $219K 0.02% -775 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,302 shares 1,302 $218K 0.02% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 423 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 577 shares; 2026Q2: 343 shares 343 $218K 0.02% -234 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 541 shares 541 $218K 0.02% new Timeline PBI PITNEY BOWES INC More: the full row for PITNEY BOWES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,873 shares 12,873 $216K 0.02% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,765 shares; 2025Q3: 3,191 shares; 2025Q4: 4,585 shares; 2026Q1: 3,752 shares; 2026Q2: 2,941 shares 2,941 $213K 0.02% -811 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,887 shares 5,887 $213K 0.02% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 426 shares 426 $213K 0.02% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,024 shares 3,024 $212K 0.02% new Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,115 shares; 2026Q2: 3,116 shares 3,116 $212K 0.02% +1 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,493 shares 4,493 $211K 0.02% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,322 shares; 2026Q1: 11,267 shares; 2026Q2: 15,174 shares 15,174 $210K 0.02% +3,907 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,485 shares 5,485 $209K 0.02% new Timeline RFDI 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: not loaded; 2024Q4: 3,979 shares; 2025Q1: 3,086 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,354 shares; 2026Q2: 2,354 shares 2,354 $208K 0.02% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,035 shares; 2025Q3: 2,993 shares; 2025Q4: 3,093 shares; 2026Q1: not reported; 2026Q2: 2,492 shares 2,492 $207K 0.02% new Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,760 shares; 2026Q2: 4,760 shares 4,760 $206K 0.02% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,169 shares; 2026Q2: 1,181 shares 1,181 $205K 0.02% +12 Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,790 shares; 2025Q1: 14,051 shares; 2025Q2: 11,456 shares; 2025Q3: not reported; 2025Q4: 4,175 shares; 2026Q1: 3,919 shares; 2026Q2: 3,473 shares 3,473 $205K 0.02% -446 Timeline IQDY FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,548 shares; 2025Q4: 5,529 shares; 2026Q1: 5,429 shares; 2026Q2: 4,762 shares 4,762 $204K 0.02% -667 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,846 shares; 2025Q2: 7,524 shares; 2025Q3: 7,005 shares; 2025Q4: not reported; 2026Q1: 1,087 shares; 2026Q2: 1,087 shares 1,087 $204K 0.02% 0 Timeline UNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,078 shares; 2025Q1: 14,701 shares; 2025Q2: 14,701 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,017 shares 5,017 $202K 0.02% new Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 36,191 shares; 2025Q1: 28,694 shares; 2025Q2: 19,062 shares; 2025Q3: not reported; 2025Q4: 5,282 shares; 2026Q1: 4,608 shares; 2026Q2: 4,376 shares 4,376 $201K 0.02% -232 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,625 shares 5,625 $200K 0.02% new Timeline BRW SABA CAPITAL INCOME & OPRNT More: the full row for SABA CAPITAL INCOME & OPRNT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,103 shares 24,103 $162K 0.01% new Timeline EVV EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,146 shares; 2025Q1: 13,146 shares; 2025Q2: 16,646 shares; 2025Q3: 15,850 shares; 2025Q4: 16,850 shares; 2026Q1: 16,850 shares; 2026Q2: 16,850 shares 16,850 $159K 0.01% 0 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,336 shares; 2026Q1: 12,399 shares; 2026Q2: 12,399 shares 12,399 $144K 0.01% 0 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24,862 shares; 2025Q1: 24,189 shares; 2025Q2: 21,516 shares; 2025Q3: 25,253 shares; 2025Q4: 15,245 shares; 2026Q1: 16,518 shares; 2026Q2: 16,540 shares 16,540 $141K 0.01% +22 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,000 shares 11,000 $141K 0.01% new Timeline CYH COMMUNITY HEALTH SYS INC NEW More: the full row for COMMUNITY HEALTH SYS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 29,960 shares; 2025Q2: 29,960 shares; 2025Q3: 29,960 shares; 2025Q4: 33,149 shares; 2026Q1: 33,167 shares; 2026Q2: 33,150 shares 33,150 $122K 0.01% -17 Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,379 shares 10,379 $81.4K 0.01% new Timeline BRSP BRIGHTSPIRE CAPITAL INC More: the full row for BRIGHTSPIRE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,604 shares 10,604 $57K 0.01% new Timeline VGZ VISTA GOLD CORP More: the full row for VISTA GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,458 shares; 2025Q4: 27,308 shares; 2026Q1: 27,633 shares; 2026Q2: 27,633 shares 27,633 $50.8K <0.01% 0 Timeline