USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,725 shares; 2024Q4: 362,159 shares; 2025Q1: 155,586 shares; 2025Q2: 295,888 shares; 2025Q3: 192,267 shares; 2025Q4: 148,375 shares; 2026Q1: 297,875 shares; 2026Q2: 201,126 shares 201,126 $10.1M 4.1% -96,749 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: 93,772 shares; 2024Q4: 94,555 shares; 2025Q1: 98,248 shares; 2025Q2: 107,236 shares; 2025Q3: 115,520 shares; 2025Q4: 101,136 shares; 2026Q1: 124,156 shares; 2026Q2: 107,665 shares 107,665 $9.8M 3.96% -16,491 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: 21,493 shares; 2024Q4: 22,261 shares; 2025Q1: 23,441 shares; 2025Q2: 23,889 shares; 2025Q3: 23,786 shares; 2025Q4: 27,625 shares; 2026Q1: 27,220 shares; 2026Q2: 27,222 shares 27,222 $8.39M 3.39% +2 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,832 shares; 2024Q4: 12,175 shares; 2025Q1: 11,459 shares; 2025Q2: 11,541 shares; 2025Q3: 12,079 shares; 2025Q4: 15,558 shares; 2026Q1: 15,735 shares; 2026Q2: 16,108 shares 16,108 $8.15M 3.3% +373 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: 22,218 shares; 2024Q4: 23,963 shares; 2025Q1: 27,382 shares; 2025Q2: 26,520 shares; 2025Q3: 27,119 shares; 2025Q4: 29,661 shares; 2026Q1: 29,417 shares; 2026Q2: 35,099 shares 35,099 $7.64M 3.09% +5,682 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: 37,686 shares; 2024Q4: 37,396 shares; 2025Q1: 39,366 shares; 2025Q2: 36,192 shares; 2025Q3: 35,577 shares; 2025Q4: 38,686 shares; 2026Q1: 38,412 shares; 2026Q2: 40,429 shares 40,429 $6.85M 2.77% +2,017 Timeline QDPL 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: 82,694 shares; 2024Q4: 82,038 shares; 2025Q1: 140,447 shares; 2025Q2: 106,965 shares; 2025Q3: 110,674 shares; 2025Q4: 120,976 shares; 2026Q1: 124,700 shares; 2026Q2: 127,615 shares 127,615 $5.97M 2.41% +2,915 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: 82,713 shares; 2024Q4: 82,712 shares; 2025Q1: 102,500 shares; 2025Q2: 120,055 shares; 2025Q3: 101,388 shares; 2025Q4: 108,125 shares; 2026Q1: 111,194 shares; 2026Q2: 113,117 shares 113,117 $5.79M 2.34% +1,923 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: 15,396 shares; 2024Q4: 15,013 shares; 2025Q1: 13,413 shares; 2025Q2: 13,878 shares; 2025Q3: 13,208 shares; 2025Q4: 14,053 shares; 2026Q1: 14,274 shares; 2026Q2: 15,354 shares 15,354 $5.49M 2.22% +1,080 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: 13,463 shares; 2024Q4: 13,539 shares; 2025Q1: 16,023 shares; 2025Q2: 16,060 shares; 2025Q3: 17,928 shares; 2025Q4: 18,428 shares; 2026Q1: 18,504 shares; 2026Q2: 18,821 shares 18,821 $5.23M 2.12% +317 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: 70,178 shares; 2024Q4: 70,049 shares; 2025Q1: 67,730 shares; 2025Q2: 65,679 shares; 2025Q3: 63,177 shares; 2025Q4: 68,502 shares; 2026Q1: 62,209 shares; 2026Q2: 65,235 shares 65,235 $4.56M 1.84% +3,026 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: 5,514 shares; 2024Q4: 5,279 shares; 2025Q1: 6,457 shares; 2025Q2: 6,521 shares; 2025Q3: 6,515 shares; 2025Q4: 7,354 shares; 2026Q1: 7,144 shares; 2026Q2: 9,045 shares 9,045 $3.82M 1.54% +1,901 Timeline RSST 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: 125,142 shares; 2024Q4: 123,188 shares; 2025Q1: 87,478 shares; 2025Q2: 91,471 shares; 2025Q3: 87,395 shares; 2025Q4: 91,614 shares; 2026Q1: 93,370 shares; 2026Q2: 98,456 shares 98,456 $3.34M 1.35% +5,086 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: 28,449 shares; 2024Q4: 28,679 shares; 2025Q1: 20,076 shares; 2025Q2: 19,512 shares; 2025Q3: 11,234 shares; 2025Q4: 5,532 shares; 2026Q1: 22,938 shares; 2026Q2: 25,493 shares 25,493 $3.21M 1.3% +2,555 Timeline RBIL 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 reported; 2024Q4: not reported; 2025Q1: 3,990 shares; 2025Q2: not reported; 2025Q3: 4,341 shares; 2025Q4: 4,423 shares; 2026Q1: 34,963 shares; 2026Q2: 62,566 shares 62,566 $3.13M 1.26% +27,603 Timeline CGSD 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: 127,387 shares; 2024Q4: 129,688 shares; 2025Q1: 116,492 shares; 2025Q2: 114,890 shares; 2025Q3: 116,646 shares; 2025Q4: 108,847 shares; 2026Q1: 109,552 shares; 2026Q2: 119,062 shares 119,062 $3.06M 1.24% +9,510 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: 10,059 shares; 2024Q4: 10,030 shares; 2025Q1: 10,685 shares; 2025Q2: 9,689 shares; 2025Q3: 9,470 shares; 2025Q4: 19,221 shares; 2026Q1: 19,365 shares; 2026Q2: 16,215 shares 16,215 $3.02M 1.22% -3,150 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: 11,726 shares; 2024Q4: 12,080 shares; 2025Q1: 9,056 shares; 2025Q2: 16,440 shares; 2025Q3: 9,467 shares; 2025Q4: 8,444 shares; 2026Q1: 8,261 shares; 2026Q2: 8,225 shares 8,225 $2.96M 1.2% -36 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: 25,771 shares; 2024Q4: 27,892 shares; 2025Q1: 52,570 shares; 2025Q2: 52,645 shares; 2025Q3: 59,561 shares; 2025Q4: 67,238 shares; 2026Q1: 68,155 shares; 2026Q2: 48,793 shares 48,793 $2.94M 1.19% -19,362 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,483 shares; 2024Q4: 21,592 shares; 2025Q1: 17,067 shares; 2025Q2: 18,825 shares; 2025Q3: 32,589 shares; 2025Q4: 26,284 shares; 2026Q1: 25,076 shares; 2026Q2: 24,193 shares 24,193 $2.85M 1.15% -883 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: 3,352 shares; 2024Q4: 3,533 shares; 2025Q1: 3,909 shares; 2025Q2: 3,982 shares; 2025Q3: 4,198 shares; 2025Q4: 4,496 shares; 2026Q1: 4,413 shares; 2026Q2: 4,724 shares 4,724 $2.81M 1.14% +311 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: 7,059 shares; 2024Q4: 7,031 shares; 2025Q1: 7,303 shares; 2025Q2: 6,764 shares; 2025Q3: 6,295 shares; 2025Q4: 7,216 shares; 2026Q1: 7,240 shares; 2026Q2: 7,773 shares 7,773 $2.77M 1.12% +533 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: 3,478 shares; 2024Q4: 3,467 shares; 2025Q1: 3,415 shares; 2025Q2: 3,521 shares; 2025Q3: 3,472 shares; 2025Q4: 2,948 shares; 2026Q1: 2,955 shares; 2026Q2: 2,895 shares 2,895 $2.76M 1.12% -60 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: 55,648 shares; 2024Q4: 53,158 shares; 2025Q1: 65,475 shares; 2025Q2: 63,345 shares; 2025Q3: 50,349 shares; 2025Q4: 42,959 shares; 2026Q1: 42,379 shares; 2026Q2: 33,778 shares 33,778 $2.76M 1.12% -8,601 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,977 shares; 2024Q4: 28,413 shares; 2025Q1: 30,230 shares; 2025Q2: 30,082 shares; 2025Q3: 33,982 shares; 2025Q4: 35,351 shares; 2026Q1: 39,818 shares; 2026Q2: 52,922 shares 52,922 $2.75M 1.11% +13,104 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: 14,588 shares; 2024Q4: 14,627 shares; 2025Q1: 15,246 shares; 2025Q2: 15,374 shares; 2025Q3: 15,298 shares; 2025Q4: 12,063 shares; 2026Q1: 11,816 shares; 2026Q2: 11,649 shares 11,649 $2.63M 1.06% -167 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,121 shares; 2026Q2: 100,268 shares 100,268 $2.51M 1.02% +40,147 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,638 shares; 2024Q4: 1,614 shares; 2025Q1: 1,369 shares; 2025Q2: 1,116 shares; 2025Q3: 5,932 shares; 2025Q4: 6,969 shares; 2026Q1: 9,478 shares; 2026Q2: 9,997 shares 9,997 $2.51M 1.02% +519 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: 14,270 shares; 2024Q4: 21,612 shares; 2025Q1: 84,408 shares; 2025Q2: 77,378 shares; 2025Q3: 75,285 shares; 2025Q4: 76,837 shares; 2026Q1: 79,857 shares; 2026Q2: 97,787 shares 97,787 $2.51M 1.01% +17,930 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,175 shares; 2025Q3: 38,490 shares; 2025Q4: 35,538 shares; 2026Q1: 40,971 shares; 2026Q2: 50,553 shares 50,553 $2.42M 0.98% +9,582 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,530 shares; 2026Q2: 83,044 shares 83,044 $2.4M 0.97% +52,514 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65,754 shares; 2025Q2: 63,227 shares; 2025Q3: 61,223 shares; 2025Q4: 64,818 shares; 2026Q1: 67,075 shares; 2026Q2: 61,820 shares 61,820 $2.36M 0.95% -5,255 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: 2,760 shares; 2024Q4: 2,838 shares; 2025Q1: 2,807 shares; 2025Q2: 2,805 shares; 2025Q3: 2,696 shares; 2025Q4: 2,802 shares; 2026Q1: 2,855 shares; 2026Q2: 2,799 shares 2,799 $2.16M 0.87% -56 Timeline PSQO PALMER SQUARE FUNDS TR More: the full row for PALMER SQUARE FUNDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,617 shares; 2024Q4: 25,773 shares; 2025Q1: 100,632 shares; 2025Q2: 106,063 shares; 2025Q3: 110,793 shares; 2025Q4: 90,252 shares; 2026Q1: 87,232 shares; 2026Q2: 97,572 shares 97,572 $2.03M 0.82% +10,340 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,552 shares; 2024Q4: 2,552 shares; 2025Q1: 2,578 shares; 2025Q2: 2,578 shares; 2025Q3: 2,615 shares; 2025Q4: 2,622 shares; 2026Q1: 2,655 shares; 2026Q2: 2,780 shares 2,780 $1.98M 0.8% +125 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,195 shares; 2024Q4: 17,798 shares; 2025Q1: 29,919 shares; 2025Q2: 29,455 shares; 2025Q3: 33,267 shares; 2025Q4: 33,484 shares; 2026Q1: 24,616 shares; 2026Q2: 22,588 shares 22,588 $1.96M 0.79% -2,028 Timeline SPMO 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: 13,764 shares; 2024Q4: 15,393 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,939 shares; 2026Q1: 12,218 shares; 2026Q2: 11,820 shares 11,820 $1.76M 0.71% -398 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,120 shares; 2025Q3: 67,874 shares; 2025Q4: 80,472 shares; 2026Q1: 61,121 shares; 2026Q2: 62,619 shares 62,619 $1.75M 0.71% +1,498 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: 66,128 shares; 2024Q4: 65,722 shares; 2025Q1: 60,226 shares; 2025Q2: 59,380 shares; 2025Q3: 63,452 shares; 2025Q4: 67,655 shares; 2026Q1: 78,146 shares; 2026Q2: 81,145 shares 81,145 $1.74M 0.7% +2,999 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: 2,982 shares; 2024Q4: 2,808 shares; 2025Q1: 3,859 shares; 2025Q2: 4,194 shares; 2025Q3: 3,778 shares; 2025Q4: 4,677 shares; 2026Q1: 4,833 shares; 2026Q2: 5,134 shares 5,134 $1.7M 0.69% +301 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,807 shares; 2024Q4: 3,436 shares; 2025Q1: 3,375 shares; 2025Q2: 3,484 shares; 2025Q3: 3,663 shares; 2025Q4: 3,288 shares; 2026Q1: 3,322 shares; 2026Q2: 3,550 shares 3,550 $1.67M 0.67% +228 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,596 shares; 2025Q4: 1,525 shares; 2026Q1: 1,760 shares; 2026Q2: 1,903 shares 1,903 $1.64M 0.66% +143 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,095 shares; 2024Q4: 2,966 shares; 2025Q1: 2,622 shares; 2025Q2: 2,702 shares; 2025Q3: 2,787 shares; 2025Q4: 2,937 shares; 2026Q1: 2,987 shares; 2026Q2: 3,057 shares 3,057 $1.62M 0.65% +70 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,111 shares; 2024Q4: 973 shares; 2025Q1: 1,153 shares; 2025Q2: 1,102 shares; 2025Q3: 1,147 shares; 2025Q4: 1,201 shares; 2026Q1: 1,254 shares; 2026Q2: 1,209 shares 1,209 $1.49M 0.6% -45 Timeline QNDX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 59,643 shares 59,643 $1.46M 0.59% new Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,340 shares; 2025Q3: 30,117 shares; 2025Q4: 33,521 shares; 2026Q1: 32,221 shares; 2026Q2: 32,684 shares 32,684 $1.45M 0.58% +463 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,190 shares; 2026Q2: 37,456 shares 37,456 $1.35M 0.55% +2,266 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: 3,260 shares; 2024Q4: 3,558 shares; 2025Q1: 4,112 shares; 2025Q2: 5,434 shares; 2025Q3: 4,297 shares; 2025Q4: 7,625 shares; 2026Q1: 8,061 shares; 2026Q2: 8,424 shares 8,424 $1.35M 0.54% +363 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,017 shares; 2024Q4: 69,616 shares; 2025Q1: 66,679 shares; 2025Q2: 65,533 shares; 2025Q3: 63,623 shares; 2025Q4: 56,754 shares; 2026Q1: 57,872 shares; 2026Q2: 37,446 shares 37,446 $1.33M 0.54% -20,426 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,168 shares; 2024Q4: 2,277 shares; 2025Q1: 1,883 shares; 2025Q2: 2,111 shares; 2025Q3: 2,158 shares; 2025Q4: 4,978 shares; 2026Q1: 5,043 shares; 2026Q2: 5,233 shares 5,233 $1.3M 0.52% +190 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: 8,308 shares; 2024Q4: 7,594 shares; 2025Q1: 5,122 shares; 2025Q2: 4,744 shares; 2025Q3: 4,877 shares; 2025Q4: 4,721 shares; 2026Q1: 4,836 shares; 2026Q2: 4,945 shares 4,945 $1.29M 0.52% +109 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: 12,747 shares; 2024Q4: 12,857 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,339 shares; 2025Q4: 10,623 shares; 2026Q1: 11,344 shares; 2026Q2: 12,630 shares 12,630 $1.23M 0.5% +1,286 Timeline ROE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,459 shares; 2024Q4: 56,349 shares; 2025Q1: 57,617 shares; 2025Q2: 56,939 shares; 2025Q3: 56,792 shares; 2025Q4: 47,153 shares; 2026Q1: 47,241 shares; 2026Q2: 26,530 shares 26,530 $1.16M 0.47% -20,711 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: 32,385 shares; 2024Q4: 22,719 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,217 shares; 2026Q1: 16,833 shares; 2026Q2: 11,725 shares 11,725 $1.08M 0.44% -5,108 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: 6,139 shares; 2024Q4: 6,346 shares; 2025Q1: 6,166 shares; 2025Q2: 7,874 shares; 2025Q3: 7,188 shares; 2025Q4: 9,916 shares; 2026Q1: 9,993 shares; 2026Q2: 9,812 shares 9,812 $986K 0.4% -181 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: 4,654 shares; 2024Q4: 4,654 shares; 2025Q1: 4,654 shares; 2025Q2: 4,654 shares; 2025Q3: 4,654 shares; 2025Q4: 4,654 shares; 2026Q1: 4,654 shares; 2026Q2: 4,654 shares 4,654 $981K 0.4% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,611 shares; 2024Q4: 11,585 shares; 2025Q1: not reported; 2025Q2: 20,148 shares; 2025Q3: 30,938 shares; 2025Q4: 21,537 shares; 2026Q1: 23,739 shares; 2026Q2: 16,260 shares 16,260 $970K 0.39% -7,479 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,518 shares; 2024Q4: 2,530 shares; 2025Q1: 2,501 shares; 2025Q2: 2,394 shares; 2025Q3: 2,450 shares; 2025Q4: 2,661 shares; 2026Q1: 2,609 shares; 2026Q2: 2,684 shares 2,684 $970K 0.39% +75 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 46,118 shares 46,118 $954K 0.39% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,488 shares; 2024Q4: 5,656 shares; 2025Q1: 6,291 shares; 2025Q2: 6,147 shares; 2025Q3: 8,093 shares; 2025Q4: 7,524 shares; 2026Q1: 8,156 shares; 2026Q2: 7,778 shares 7,778 $953K 0.39% -378 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,760 shares; 2025Q2: 2,106 shares; 2025Q3: 2,423 shares; 2025Q4: 2,390 shares; 2026Q1: 2,569 shares; 2026Q2: 2,981 shares 2,981 $913K 0.37% +412 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,614 shares; 2024Q4: 9,155 shares; 2025Q1: 9,221 shares; 2025Q2: 9,216 shares; 2025Q3: 9,210 shares; 2025Q4: 12,170 shares; 2026Q1: 10,868 shares; 2026Q2: 18,088 shares 18,088 $908K 0.37% +7,220 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,402 shares; 2025Q2: 3,388 shares; 2025Q3: 4,438 shares; 2025Q4: 5,007 shares; 2026Q1: 4,297 shares; 2026Q2: 6,155 shares 6,155 $898K 0.36% +1,858 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 reported; 2024Q4: 553 shares; 2025Q1: not reported; 2025Q2: 626 shares; 2025Q3: 654 shares; 2025Q4: 658 shares; 2026Q1: 716 shares; 2026Q2: 1,049 shares 1,049 $878K 0.36% +333 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: 979 shares; 2024Q4: 975 shares; 2025Q1: 792 shares; 2025Q2: 823 shares; 2025Q3: 892 shares; 2025Q4: 814 shares; 2026Q1: 890 shares; 2026Q2: 1,628 shares 1,628 $878K 0.35% +738 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: 723 shares; 2024Q4: 805 shares; 2025Q1: 710 shares; 2025Q2: 783 shares; 2025Q3: 781 shares; 2025Q4: 8,743 shares; 2026Q1: 8,304 shares; 2026Q2: 11,503 shares 11,503 $878K 0.35% +3,199 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,366 shares; 2024Q4: 1,362 shares; 2025Q1: not reported; 2025Q2: 1,257 shares; 2025Q3: 1,354 shares; 2025Q4: 1,334 shares; 2026Q1: 1,569 shares; 2026Q2: 1,670 shares 1,670 $872K 0.35% +101 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: 6,479 shares; 2024Q4: 6,672 shares; 2025Q1: 6,528 shares; 2025Q2: 7,133 shares; 2025Q3: 7,170 shares; 2025Q4: 7,486 shares; 2026Q1: 7,564 shares; 2026Q2: 7,722 shares 7,722 $870K 0.35% +158 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,317 shares; 2024Q4: 29,213 shares; 2025Q1: 26,979 shares; 2025Q2: 26,168 shares; 2025Q3: 25,376 shares; 2025Q4: 26,014 shares; 2026Q1: 27,308 shares; 2026Q2: 27,752 shares 27,752 $847K 0.34% +444 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,838 shares; 2025Q2: 3,350 shares; 2025Q3: 3,134 shares; 2025Q4: 3,755 shares; 2026Q1: 3,776 shares; 2026Q2: 4,778 shares 4,778 $837K 0.34% +1,002 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: 2,348 shares; 2024Q4: 2,355 shares; 2025Q1: 2,293 shares; 2025Q2: 2,726 shares; 2025Q3: 2,593 shares; 2025Q4: 5,552 shares; 2026Q1: 5,715 shares; 2026Q2: 5,608 shares 5,608 $821K 0.33% -107 Timeline RISR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,030 shares; 2024Q4: 16,697 shares; 2025Q1: 15,021 shares; 2025Q2: 14,989 shares; 2025Q3: 15,465 shares; 2025Q4: 14,142 shares; 2026Q1: 14,515 shares; 2026Q2: 22,029 shares 22,029 $809K 0.33% +7,514 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: 2,711 shares; 2024Q4: 3,059 shares; 2025Q1: 2,690 shares; 2025Q2: 3,257 shares; 2025Q3: 4,284 shares; 2025Q4: 2,449 shares; 2026Q1: 2,644 shares; 2026Q2: 2,687 shares 2,687 $798K 0.32% +43 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: 5,743 shares; 2024Q4: 27,222 shares; 2025Q1: 29,014 shares; 2025Q2: 26,449 shares; 2025Q3: 17,265 shares; 2025Q4: 16,034 shares; 2026Q1: 21,594 shares; 2026Q2: 21,159 shares 21,159 $767K 0.31% -435 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: 827 shares; 2024Q4: 846 shares; 2025Q1: 882 shares; 2025Q2: 943 shares; 2025Q3: 985 shares; 2025Q4: 1,352 shares; 2026Q1: 1,320 shares; 2026Q2: 1,358 shares 1,358 $765K 0.31% +38 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,721 shares; 2026Q1: 3,003 shares; 2026Q2: 3,021 shares 3,021 $761K 0.31% +18 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: 4,208 shares; 2024Q4: 14,275 shares; 2025Q1: 5,337 shares; 2025Q2: 7,155 shares; 2025Q3: 8,102 shares; 2025Q4: 18,505 shares; 2026Q1: 9,997 shares; 2026Q2: 9,552 shares 9,552 $760K 0.31% -445 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,797 shares; 2026Q1: 3,403 shares; 2026Q2: 4,534 shares 4,534 $740K 0.3% +1,131 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,014 shares; 2024Q4: 2,040 shares; 2025Q1: 2,015 shares; 2025Q2: 2,117 shares; 2025Q3: 2,137 shares; 2025Q4: 2,568 shares; 2026Q1: 2,612 shares; 2026Q2: 2,672 shares 2,672 $732K 0.3% +60 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,749 shares; 2025Q2: 3,537 shares; 2025Q3: 4,256 shares; 2025Q4: 4,851 shares; 2026Q1: 5,262 shares; 2026Q2: 6,310 shares 6,310 $712K 0.29% +1,048 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: 5,001 shares; 2024Q4: 5,311 shares; 2025Q1: 6,251 shares; 2025Q2: 6,227 shares; 2025Q3: 6,421 shares; 2025Q4: 7,273 shares; 2026Q1: 7,356 shares; 2026Q2: 10,852 shares 10,852 $707K 0.29% +3,496 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: 7,109 shares; 2024Q4: 7,084 shares; 2025Q1: 9,732 shares; 2025Q2: 10,164 shares; 2025Q3: 7,203 shares; 2025Q4: 7,211 shares; 2026Q1: 7,286 shares; 2026Q2: 7,242 shares 7,242 $703K 0.28% -44 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: 3,940 shares; 2024Q4: 4,445 shares; 2025Q1: 4,494 shares; 2025Q2: 5,546 shares; 2025Q3: 5,584 shares; 2025Q4: 7,509 shares; 2026Q1: 7,723 shares; 2026Q2: 7,938 shares 7,938 $690K 0.28% +215 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,973 shares; 2024Q4: 1,755 shares; 2025Q1: 1,184 shares; 2025Q2: 1,181 shares; 2025Q3: 1,141 shares; 2025Q4: 1,136 shares; 2026Q1: 1,147 shares; 2026Q2: 1,071 shares 1,071 $680K 0.27% -76 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,790 shares; 2026Q1: 3,793 shares; 2026Q2: 3,802 shares 3,802 $661K 0.27% +9 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 reported; 2024Q4: not reported; 2025Q1: 10,600 shares; 2025Q2: 10,678 shares; 2025Q3: 10,818 shares; 2025Q4: 14,498 shares; 2026Q1: 14,922 shares; 2026Q2: 12,626 shares 12,626 $660K 0.27% -2,296 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,972 shares; 2026Q2: 9,917 shares 9,917 $656K 0.27% -3,055 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 366 shares; 2024Q4: 424 shares; 2025Q1: 403 shares; 2025Q2: 574 shares; 2025Q3: 520 shares; 2025Q4: 574 shares; 2026Q1: 518 shares; 2026Q2: 1,938 shares 1,938 $648K 0.26% +1,420 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: 6,137 shares; 2024Q4: 5,324 shares; 2025Q1: 3,670 shares; 2025Q2: 3,937 shares; 2025Q3: 3,527 shares; 2025Q4: 3,814 shares; 2026Q1: 3,949 shares; 2026Q2: 4,008 shares 4,008 $637K 0.26% +59 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 878 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 937 shares; 2026Q1: 969 shares; 2026Q2: 975 shares 975 $632K 0.26% +6 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: 4,932 shares; 2024Q4: 5,004 shares; 2025Q1: 5,294 shares; 2025Q2: 6,629 shares; 2025Q3: 6,623 shares; 2025Q4: 6,687 shares; 2026Q1: 6,647 shares; 2026Q2: 6,970 shares 6,970 $610K 0.25% +323 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,088 shares; 2025Q2: 7,171 shares; 2025Q3: 8,062 shares; 2025Q4: 9,955 shares; 2026Q1: 8,017 shares; 2026Q2: 11,958 shares 11,958 $605K 0.24% +3,941 Timeline RSSY 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: 11,910 shares; 2024Q4: not reported; 2025Q1: 24,666 shares; 2025Q2: 24,598 shares; 2025Q3: 23,539 shares; 2025Q4: 23,539 shares; 2026Q1: 23,539 shares; 2026Q2: 23,539 shares 23,539 $604K 0.24% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,652 shares; 2024Q4: 1,728 shares; 2025Q1: 1,700 shares; 2025Q2: 1,959 shares; 2025Q3: 2,239 shares; 2025Q4: 1,651 shares; 2026Q1: 1,766 shares; 2026Q2: 2,135 shares 2,135 $599K 0.24% +369 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,967 shares; 2026Q1: 4,015 shares; 2026Q2: 5,431 shares 5,431 $590K 0.24% +1,416 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: 2,508 shares; 2024Q4: 2,421 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,396 shares; 2025Q4: 2,517 shares; 2026Q1: 2,281 shares; 2026Q2: 2,791 shares 2,791 $582K 0.24% +510 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: 2,124 shares; 2024Q4: 2,241 shares; 2025Q1: 2,367 shares; 2025Q2: 2,449 shares; 2025Q3: 2,466 shares; 2025Q4: 2,832 shares; 2026Q1: 3,152 shares; 2026Q2: 3,842 shares 3,842 $580K 0.23% +690 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: 6,850 shares; 2024Q4: 6,845 shares; 2025Q1: 7,291 shares; 2025Q2: 8,140 shares; 2025Q3: 8,212 shares; 2025Q4: 9,160 shares; 2026Q1: 8,497 shares; 2026Q2: 8,895 shares 8,895 $568K 0.23% +398 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: 1,434 shares; 2024Q4: 1,455 shares; 2025Q1: 1,484 shares; 2025Q2: 1,653 shares; 2025Q3: 1,697 shares; 2025Q4: 1,640 shares; 2026Q1: 1,672 shares; 2026Q2: 1,606 shares 1,606 $563K 0.23% -66 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: 10,113 shares; 2024Q4: 12,319 shares; 2025Q1: 12,325 shares; 2025Q2: 11,633 shares; 2025Q3: 12,023 shares; 2025Q4: 10,915 shares; 2026Q1: 10,765 shares; 2026Q2: 10,809 shares 10,809 $550K 0.22% +44 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 182 shares; 2026Q1: 207 shares; 2026Q2: 2,824 shares 2,824 $544K 0.22% +2,617 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,224 shares; 2024Q4: 1,252 shares; 2025Q1: 1,424 shares; 2025Q2: 1,491 shares; 2025Q3: 1,437 shares; 2025Q4: 1,538 shares; 2026Q1: 1,554 shares; 2026Q2: 1,475 shares 1,475 $541K 0.22% -79 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 458 shares; 2025Q4: 471 shares; 2026Q1: 493 shares; 2026Q2: 533 shares 533 $528K 0.21% +40 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,794 shares; 2026Q1: 2,216 shares; 2026Q2: 3,181 shares 3,181 $512K 0.21% +965 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,258 shares; 2024Q4: 15,908 shares; 2025Q1: 13,741 shares; 2025Q2: 13,520 shares; 2025Q3: 12,966 shares; 2025Q4: 12,830 shares; 2026Q1: 12,608 shares; 2026Q2: 11,214 shares 11,214 $512K 0.21% -1,394 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: 3,596 shares; 2024Q4: 2,982 shares; 2025Q1: 1,728 shares; 2025Q2: 1,796 shares; 2025Q3: 1,928 shares; 2025Q4: 1,856 shares; 2026Q1: 1,611 shares; 2026Q2: 1,526 shares 1,526 $512K 0.21% -85 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,269 shares; 2025Q4: 1,847 shares; 2026Q1: 1,918 shares; 2026Q2: 2,434 shares 2,434 $511K 0.21% +516 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,823 shares; 2025Q4: 1,481 shares; 2026Q1: 2,008 shares; 2026Q2: 2,653 shares 2,653 $508K 0.21% +645 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 866 shares; 2026Q2: 1,312 shares 1,312 $504K 0.2% +446 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: 4,148 shares; 2024Q4: 4,643 shares; 2025Q1: 2,977 shares; 2025Q2: 3,053 shares; 2025Q3: 3,510 shares; 2025Q4: 3,725 shares; 2026Q1: 3,552 shares; 2026Q2: 3,785 shares 3,785 $496K 0.2% +233 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: 3,910 shares; 2024Q4: 3,908 shares; 2025Q1: 2,810 shares; 2025Q2: 3,268 shares; 2025Q3: 3,288 shares; 2025Q4: 3,423 shares; 2026Q1: 3,422 shares; 2026Q2: 4,551 shares 4,551 $491K 0.2% +1,129 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: 2,336 shares; 2024Q4: 2,115 shares; 2025Q1: 1,196 shares; 2025Q2: 1,178 shares; 2025Q3: 1,178 shares; 2025Q4: 1,188 shares; 2026Q1: 1,248 shares; 2026Q2: 1,221 shares 1,221 $483K 0.2% -27 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 reported; 2024Q4: not reported; 2025Q1: 1,610 shares; 2025Q2: 2,250 shares; 2025Q3: 1,740 shares; 2025Q4: 1,902 shares; 2026Q1: 2,242 shares; 2026Q2: 2,437 shares 2,437 $475K 0.19% +195 Timeline AZ A2Z CUST2MATE SOLUTIONS CORP More: the full row for A2Z CUST2MATE SOLUTIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,054 shares; 2025Q4: 45,911 shares; 2026Q1: 54,204 shares; 2026Q2: 71,391 shares 71,391 $462K 0.19% +17,187 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,711 shares; 2025Q3: 1,814 shares; 2025Q4: 1,827 shares; 2026Q1: 1,956 shares; 2026Q2: 2,052 shares 2,052 $460K 0.19% +96 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: 1,769 shares; 2024Q4: 1,970 shares; 2025Q1: 1,885 shares; 2025Q2: 2,287 shares; 2025Q3: 2,222 shares; 2025Q4: 2,287 shares; 2026Q1: 2,470 shares; 2026Q2: 2,427 shares 2,427 $452K 0.18% -43 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,634 shares; 2024Q4: 13,011 shares; 2025Q1: 8,097 shares; 2025Q2: 8,346 shares; 2025Q3: 5,888 shares; 2025Q4: 6,181 shares; 2026Q1: 6,528 shares; 2026Q2: 6,283 shares 6,283 $451K 0.18% -245 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,071 shares; 2024Q4: 12,616 shares; 2025Q1: 8,856 shares; 2025Q2: 9,028 shares; 2025Q3: 9,501 shares; 2025Q4: 9,998 shares; 2026Q1: 10,417 shares; 2026Q2: 8,981 shares 8,981 $451K 0.18% -1,436 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: 3,539 shares; 2024Q4: 3,455 shares; 2025Q1: 3,578 shares; 2025Q2: 3,511 shares; 2025Q3: 3,520 shares; 2025Q4: 3,084 shares; 2026Q1: 3,056 shares; 2026Q2: 2,821 shares 2,821 $450K 0.18% -235 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,530 shares; 2024Q4: 1,202 shares; 2025Q1: 853 shares; 2025Q2: 805 shares; 2025Q3: 777 shares; 2025Q4: 765 shares; 2026Q1: 898 shares; 2026Q2: 724 shares 724 $441K 0.18% -174 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: 629 shares; 2024Q4: 628 shares; 2025Q1: 596 shares; 2025Q2: 500 shares; 2025Q3: 579 shares; 2025Q4: 575 shares; 2026Q1: 571 shares; 2026Q2: 567 shares 567 $440K 0.18% -4 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 reported; 2024Q4: not reported; 2025Q1: 3,131 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,171 shares; 2026Q1: 3,103 shares; 2026Q2: 4,472 shares 4,472 $433K 0.18% +1,369 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: 1,174 shares; 2024Q4: 1,346 shares; 2025Q1: 1,311 shares; 2025Q2: 1,555 shares; 2025Q3: 1,755 shares; 2025Q4: 1,975 shares; 2026Q1: 1,704 shares; 2026Q2: 2,165 shares 2,165 $428K 0.17% +461 Timeline IBIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,572 shares 16,572 $425K 0.17% new 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: 592 shares; 2024Q4: 603 shares; 2025Q1: 515 shares; 2025Q2: 508 shares; 2025Q3: 509 shares; 2025Q4: 442 shares; 2026Q1: 442 shares; 2026Q2: 3,496 shares 3,496 $420K 0.17% +3,054 Timeline SPYG 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: 22,576 shares; 2024Q4: 24,880 shares; 2025Q1: 2,970 shares; 2025Q2: 3,220 shares; 2025Q3: 3,175 shares; 2025Q4: 2,983 shares; 2026Q1: 2,860 shares; 2026Q2: 3,417 shares 3,417 $419K 0.17% +557 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,803 shares; 2025Q3: 1,840 shares; 2025Q4: 1,843 shares; 2026Q1: 1,828 shares; 2026Q2: 1,943 shares 1,943 $418K 0.17% +115 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: 850 shares; 2024Q4: 856 shares; 2025Q1: 714 shares; 2025Q2: 729 shares; 2025Q3: 1,153 shares; 2025Q4: 1,268 shares; 2026Q1: 1,311 shares; 2026Q2: 1,023 shares 1,023 $418K 0.17% -288 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: 1,864 shares; 2024Q4: 1,761 shares; 2025Q1: 1,366 shares; 2025Q2: 1,278 shares; 2025Q3: 1,239 shares; 2025Q4: 1,237 shares; 2026Q1: 1,261 shares; 2026Q2: 1,198 shares 1,198 $417K 0.17% -63 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,845 shares; 2024Q4: 1,681 shares; 2025Q1: 1,865 shares; 2025Q2: 2,086 shares; 2025Q3: 2,048 shares; 2025Q4: 2,424 shares; 2026Q1: 2,171 shares; 2026Q2: 2,551 shares 2,551 $414K 0.17% +380 Timeline AIA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,862 shares; 2025Q2: 2,954 shares; 2025Q3: 2,886 shares; 2025Q4: 2,914 shares; 2026Q1: 3,089 shares; 2026Q2: 3,025 shares 3,025 $407K 0.16% -64 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: 889 shares; 2024Q4: 795 shares; 2025Q1: 824 shares; 2025Q2: 895 shares; 2025Q3: 974 shares; 2025Q4: 936 shares; 2026Q1: 992 shares; 2026Q2: 961 shares 961 $401K 0.16% -31 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: 1,783 shares; 2024Q4: 1,718 shares; 2025Q1: 1,507 shares; 2025Q2: 1,823 shares; 2025Q3: 1,473 shares; 2025Q4: 1,998 shares; 2026Q1: 1,503 shares; 2026Q2: 2,144 shares 2,144 $396K 0.16% +641 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,168 shares; 2025Q4: 1,857 shares; 2026Q1: 2,356 shares; 2026Q2: 2,330 shares 2,330 $391K 0.16% -26 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: 3,131 shares; 2024Q4: 3,030 shares; 2025Q1: 2,707 shares; 2025Q2: 2,548 shares; 2025Q3: 2,583 shares; 2025Q4: 2,449 shares; 2026Q1: 2,611 shares; 2026Q2: 2,833 shares 2,833 $390K 0.16% +222 Timeline AGM FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,571 shares; 2024Q4: 2,942 shares; 2025Q1: 1,850 shares; 2025Q2: 1,823 shares; 2025Q3: 1,706 shares; 2025Q4: 1,649 shares; 2026Q1: 1,685 shares; 2026Q2: 1,648 shares 1,648 $385K 0.16% -37 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 184 shares; 2026Q2: 278 shares 278 $384K 0.16% +94 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: 4,196 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,422 shares; 2025Q3: 2,497 shares; 2025Q4: 2,389 shares; 2026Q1: 2,372 shares; 2026Q2: 2,793 shares 2,793 $378K 0.15% +421 Timeline EPU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,116 shares 4,116 $373K 0.15% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 459 shares 459 $368K 0.15% new 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: 2,228 shares; 2024Q4: 2,228 shares; 2025Q1: 1,517 shares; 2025Q2: 1,517 shares; 2025Q3: 1,490 shares; 2025Q4: 1,488 shares; 2026Q1: 1,488 shares; 2026Q2: 1,445 shares 1,445 $365K 0.15% -43 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 329 shares; 2025Q3: 319 shares; 2025Q4: 337 shares; 2026Q1: 346 shares; 2026Q2: 352 shares 352 $364K 0.15% +6 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 reported; 2024Q4: 10,971 shares; 2025Q1: 12,176 shares; 2025Q2: 14,214 shares; 2025Q3: 14,365 shares; 2025Q4: 13,649 shares; 2026Q1: 13,600 shares; 2026Q2: 15,025 shares 15,025 $361K 0.15% +1,425 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,092 shares; 2024Q4: 1,035 shares; 2025Q1: 1,017 shares; 2025Q2: 996 shares; 2025Q3: 978 shares; 2025Q4: 1,018 shares; 2026Q1: 1,005 shares; 2026Q2: 1,012 shares 1,012 $361K 0.15% +7 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,718 shares; 2024Q4: 1,722 shares; 2025Q1: 1,515 shares; 2025Q2: 1,464 shares; 2025Q3: 1,499 shares; 2025Q4: 1,506 shares; 2026Q1: 1,521 shares; 2026Q2: 1,592 shares 1,592 $361K 0.15% +71 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,025 shares 4,025 $360K 0.15% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,562 shares; 2025Q4: 2,719 shares; 2026Q1: 2,961 shares; 2026Q2: 3,062 shares 3,062 $359K 0.15% +101 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,226 shares; 2024Q4: 1,992 shares; 2025Q1: 1,183 shares; 2025Q2: 1,162 shares; 2025Q3: 1,162 shares; 2025Q4: 1,135 shares; 2026Q1: 1,137 shares; 2026Q2: 1,113 shares 1,113 $358K 0.14% -24 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63 shares; 2024Q4: 67 shares; 2025Q1: 75 shares; 2025Q2: 62 shares; 2025Q3: 80 shares; 2025Q4: 94 shares; 2026Q1: 68 shares; 2026Q2: 1,672 shares 1,672 $356K 0.14% +1,604 Timeline SBIO 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,082 shares 5,082 $341K 0.14% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,177 shares; 2026Q1: 2,196 shares; 2026Q2: 2,142 shares 2,142 $340K 0.14% -54 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,509 shares 1,509 $340K 0.14% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,746 shares; 2026Q1: 2,709 shares; 2026Q2: 3,530 shares 3,530 $339K 0.14% +821 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,348 shares 2,348 $335K 0.14% new Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,307 shares; 2024Q4: 5,307 shares; 2025Q1: 5,307 shares; 2025Q2: 5,307 shares; 2025Q3: 5,307 shares; 2025Q4: 5,307 shares; 2026Q1: 5,307 shares; 2026Q2: 5,307 shares 5,307 $334K 0.14% 0 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,581 shares; 2026Q1: 12,924 shares; 2026Q2: 14,386 shares 14,386 $327K 0.13% +1,462 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 reported; 2024Q4: not reported; 2025Q1: 932 shares; 2025Q2: 1,024 shares; 2025Q3: 1,108 shares; 2025Q4: 1,227 shares; 2026Q1: 1,228 shares; 2026Q2: 1,372 shares 1,372 $324K 0.13% +144 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,078 shares; 2025Q4: 1,104 shares; 2026Q1: 1,168 shares; 2026Q2: 1,139 shares 1,139 $323K 0.13% -29 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: 1,405 shares; 2024Q4: 1,382 shares; 2025Q1: 1,330 shares; 2025Q2: 1,290 shares; 2025Q3: 1,223 shares; 2025Q4: 1,185 shares; 2026Q1: 1,316 shares; 2026Q2: 1,105 shares 1,105 $323K 0.13% -211 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,324 shares; 2026Q1: 2,022 shares; 2026Q2: 2,031 shares 2,031 $320K 0.13% +9 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,632 shares; 2025Q3: 4,813 shares; 2025Q4: 4,495 shares; 2026Q1: 5,938 shares; 2026Q2: 6,631 shares 6,631 $312K 0.13% +693 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: 3,281 shares; 2024Q4: 3,239 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,373 shares; 2026Q1: 3,345 shares; 2026Q2: 5,167 shares 5,167 $311K 0.13% +1,822 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,831 shares; 2025Q3: 2,262 shares; 2025Q4: 1,730 shares; 2026Q1: 2,367 shares; 2026Q2: 2,335 shares 2,335 $311K 0.13% -32 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 794 shares 794 $306K 0.12% new Timeline CALF 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: 7,607 shares; 2024Q4: 8,029 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,935 shares; 2025Q4: 5,773 shares; 2026Q1: 5,775 shares; 2026Q2: 5,353 shares 5,353 $303K 0.12% -422 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,573 shares; 2026Q1: 1,680 shares; 2026Q2: 1,871 shares 1,871 $301K 0.12% +191 Timeline UCON 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: 150,858 shares; 2024Q4: 150,622 shares; 2025Q1: 164,917 shares; 2025Q2: 161,576 shares; 2025Q3: 159,682 shares; 2025Q4: 146,064 shares; 2026Q1: 38,986 shares; 2026Q2: 12,221 shares 12,221 $301K 0.12% -26,765 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: 422 shares; 2024Q4: 449 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 371 shares; 2026Q1: not reported; 2026Q2: 497 shares 497 $298K 0.12% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 736 shares 736 $297K 0.12% 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: 1,958 shares; 2024Q4: 1,826 shares; 2025Q1: 1,527 shares; 2025Q2: 1,482 shares; 2025Q3: 1,303 shares; 2025Q4: 1,237 shares; 2026Q1: 1,207 shares; 2026Q2: 915 shares 915 $293K 0.12% -292 Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,406 shares; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares; 2026Q1: 2,450 shares; 2026Q2: 2,410 shares 2,410 $293K 0.12% -40 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 415 shares 415 $286K 0.12% new Timeline DFUS 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: 3,677 shares; 2024Q4: 3,677 shares; 2025Q1: 3,514 shares; 2025Q2: 3,482 shares; 2025Q3: 3,834 shares; 2025Q4: 3,386 shares; 2026Q1: 3,375 shares; 2026Q2: 3,334 shares 3,334 $282K 0.11% -41 Timeline BOW BOWHEAD SPECIALTY HLDGS INC More: the full row for BOWHEAD SPECIALTY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,731 shares; 2025Q2: 7,731 shares; 2025Q3: 7,731 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,365 shares 8,365 $280K 0.11% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,128 shares; 2024Q4: 2,970 shares; 2025Q1: 2,666 shares; 2025Q2: 2,735 shares; 2025Q3: 2,872 shares; 2025Q4: 3,053 shares; 2026Q1: 3,048 shares; 2026Q2: 2,694 shares 2,694 $278K 0.11% -354 Timeline FEZ 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 reported; 2024Q4: not reported; 2025Q1: 4,139 shares; 2025Q2: 4,004 shares; 2025Q3: 4,147 shares; 2025Q4: 4,248 shares; 2026Q1: 4,307 shares; 2026Q2: 3,876 shares 3,876 $278K 0.11% -431 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,913 shares; 2025Q4: 5,335 shares; 2026Q1: 5,432 shares; 2026Q2: 5,700 shares 5,700 $276K 0.11% +268 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,498 shares 1,498 $276K 0.11% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 604 shares; 2026Q2: 620 shares 620 $276K 0.11% +16 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 594 shares; 2024Q4: 615 shares; 2025Q1: 513 shares; 2025Q2: 578 shares; 2025Q3: 589 shares; 2025Q4: 608 shares; 2026Q1: 547 shares; 2026Q2: 699 shares 699 $275K 0.11% +152 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 916 shares 916 $275K 0.11% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 620 shares 620 $272K 0.11% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 828 shares; 2026Q1: not reported; 2026Q2: 1,152 shares 1,152 $268K 0.11% new Timeline MEAR 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: 6,750 shares; 2024Q4: 6,755 shares; 2025Q1: 6,765 shares; 2025Q2: 6,280 shares; 2025Q3: 6,471 shares; 2025Q4: 5,377 shares; 2026Q1: 5,040 shares; 2026Q2: 5,333 shares 5,333 $268K 0.11% +293 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,774 shares 7,774 $266K 0.11% new Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,439 shares; 2024Q4: 2,158 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,510 shares; 2026Q1: 1,486 shares; 2026Q2: 1,461 shares 1,461 $262K 0.11% -25 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 754 shares; 2025Q2: 744 shares; 2025Q3: 712 shares; 2025Q4: 705 shares; 2026Q1: 705 shares; 2026Q2: 685 shares 685 $261K 0.11% -20 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,258 shares; 2024Q4: 8,697 shares; 2025Q1: 5,001 shares; 2025Q2: 4,948 shares; 2025Q3: 5,235 shares; 2025Q4: 5,325 shares; 2026Q1: 5,569 shares; 2026Q2: 5,177 shares 5,177 $261K 0.11% -392 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 738 shares; 2024Q4: 787 shares; 2025Q1: 913 shares; 2025Q2: 937 shares; 2025Q3: 1,059 shares; 2025Q4: 1,173 shares; 2026Q1: not reported; 2026Q2: 1,455 shares 1,455 $259K 0.1% new 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: 441 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 445 shares; 2025Q3: 459 shares; 2025Q4: not reported; 2026Q1: 434 shares; 2026Q2: 515 shares 515 $254K 0.1% +81 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,803 shares; 2026Q2: 8,376 shares 8,376 $250K 0.1% -2,427 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,762 shares; 2026Q1: 3,784 shares; 2026Q2: 3,852 shares 3,852 $250K 0.1% +68 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 670 shares 670 $245K 0.1% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,187 shares; 2024Q4: 2,188 shares; 2025Q1: 1,916 shares; 2025Q2: 1,870 shares; 2025Q3: 1,833 shares; 2025Q4: 1,784 shares; 2026Q1: 1,849 shares; 2026Q2: 2,018 shares 2,018 $245K 0.1% +169 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,116 shares; 2024Q4: 9,910 shares; 2025Q1: 4,650 shares; 2025Q2: 4,544 shares; 2025Q3: 3,987 shares; 2025Q4: 3,986 shares; 2026Q1: 3,944 shares; 2026Q2: 3,767 shares 3,767 $244K 0.1% -177 Timeline AVIV 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: 35,353 shares; 2024Q4: 35,265 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,924 shares; 2026Q1: 2,924 shares; 2026Q2: 2,924 shares 2,924 $242K 0.1% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,298 shares 2,298 $240K 0.1% new Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 735 shares; 2026Q1: not reported; 2026Q2: 1,114 shares 1,114 $240K 0.1% new Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,449 shares; 2024Q4: 2,443 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,133 shares; 2025Q4: 1,770 shares; 2026Q1: 1,740 shares; 2026Q2: 1,490 shares 1,490 $236K 0.1% -250 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 190 shares 190 $235K 0.1% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,533 shares; 2026Q1: not reported; 2026Q2: 6,537 shares 6,537 $234K 0.09% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,308 shares; 2026Q2: 2,753 shares 2,753 $233K 0.09% +445 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,654 shares; 2025Q2: 14,545 shares; 2025Q3: 12,595 shares; 2025Q4: 12,612 shares; 2026Q1: 12,620 shares; 2026Q2: 12,638 shares 12,638 $229K 0.09% +18 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: 192 shares; 2024Q4: 233 shares; 2025Q1: 252 shares; 2025Q2: 327 shares; 2025Q3: 275 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,794 shares 1,794 $229K 0.09% new Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,435 shares; 2024Q4: 9,550 shares; 2025Q1: 4,858 shares; 2025Q2: 4,802 shares; 2025Q3: 4,443 shares; 2025Q4: 4,482 shares; 2026Q1: 4,454 shares; 2026Q2: 4,351 shares 4,351 $224K 0.09% -103 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,448 shares 3,448 $222K 0.09% new Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,462 shares; 2025Q2: 3,357 shares; 2025Q3: 3,294 shares; 2025Q4: 2,659 shares; 2026Q1: 2,643 shares; 2026Q2: 2,263 shares 2,263 $221K 0.09% -380 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 190 shares 190 $215K 0.09% new Timeline BND 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 reported; 2024Q4: not reported; 2025Q1: 3,243 shares; 2025Q2: 3,243 shares; 2025Q3: 3,243 shares; 2025Q4: 3,880 shares; 2026Q1: 3,880 shares; 2026Q2: 2,948 shares 2,948 $213K 0.09% -932 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 639 shares 639 $212K 0.09% new Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,163 shares; 2024Q4: 6,859 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,361 shares; 2026Q1: not reported; 2026Q2: 2,100 shares 2,100 $212K 0.09% new Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 853 shares 853 $210K 0.08% new Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,055 shares 2,055 $210K 0.08% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 589 shares; 2026Q1: not reported; 2026Q2: 616 shares 616 $209K 0.08% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,466 shares 1,466 $208K 0.08% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 943 shares 943 $203K 0.08% new Timeline CAOS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,371 shares; 2025Q2: not reported; 2025Q3: 9,868 shares; 2025Q4: 11,677 shares; 2026Q1: 11,997 shares; 2026Q2: 2,245 shares 2,245 $203K 0.08% -9,752 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,211 shares 7,211 $202K 0.08% new Timeline EWP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,242 shares 3,242 $202K 0.08% 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 reported; 2024Q4: not reported; 2025Q1: 5,355 shares; 2025Q2: 3,465 shares; 2025Q3: 3,523 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,565 shares 2,565 $200K 0.08% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 662 shares; 2026Q2: 478 shares 478 $200K 0.08% -184 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,254 shares; 2025Q3: 10,189 shares; 2025Q4: 10,189 shares; 2026Q1: 10,189 shares; 2026Q2: 10,139 shares 10,139 $166K 0.07% -50 Timeline OMEX ODYSSEY MARINE EXPL INC More: the full row for ODYSSEY MARINE EXPL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100,000 shares 100,000 $87.7K 0.04% new Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,862 shares; 2026Q2: 10,869 shares 10,869 $59.9K 0.02% +7 Timeline PNBK PATRIOT NATL BANCORP INC More: the full row for PATRIOT NATL BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares; 2026Q2: 50,000 shares 50,000 $58K 0.02% 0 Timeline