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: 31,935 shares; 2024Q4: 31,609 shares; 2025Q1: 33,679 shares; 2025Q2: 34,938 shares; 2025Q3: 35,770 shares; 2025Q4: 37,259 shares; 2026Q1: 41,782 shares; 2026Q2: 41,812 shares 41,812 $15.6M 6.85% +30 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 384,705 shares; 2024Q4: 417,615 shares; 2025Q1: 421,408 shares; 2025Q2: 408,075 shares; 2025Q3: 408,697 shares; 2025Q4: 29,371 shares; 2026Q1: 233,580 shares; 2026Q2: 190,836 shares 190,836 $5.83M 2.56% -42,744 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: 5,060 shares; 2024Q4: 5,074 shares; 2025Q1: 5,189 shares; 2025Q2: 5,697 shares; 2025Q3: 5,620 shares; 2025Q4: 5,552 shares; 2026Q1: 4,780 shares; 2026Q2: 4,720 shares 4,720 $5.61M 2.47% -60 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: 59,046 shares; 2024Q4: 62,954 shares; 2025Q1: 62,766 shares; 2025Q2: 64,330 shares; 2025Q3: 64,496 shares; 2025Q4: 65,215 shares; 2026Q1: 66,954 shares; 2026Q2: 69,193 shares 69,193 $4.97M 2.18% +2,239 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: 20,451 shares; 2024Q4: 21,029 shares; 2025Q1: 20,129 shares; 2025Q2: 20,260 shares; 2025Q3: 20,375 shares; 2025Q4: 19,630 shares; 2026Q1: 18,768 shares; 2026Q2: 19,104 shares 19,104 $4.69M 2.06% +336 Timeline DIVO 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: 27,985 shares; 2024Q4: 27,819 shares; 2025Q1: 31,246 shares; 2025Q2: 70,212 shares; 2025Q3: 72,600 shares; 2025Q4: 78,311 shares; 2026Q1: 95,683 shares; 2026Q2: 95,701 shares 95,701 $4.45M 1.95% +18 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: 14,532 shares; 2024Q4: 14,458 shares; 2025Q1: 13,747 shares; 2025Q2: 12,647 shares; 2025Q3: 12,427 shares; 2025Q4: 12,587 shares; 2026Q1: 13,552 shares; 2026Q2: 13,324 shares 13,324 $4.2M 1.85% -228 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,564 shares; 2025Q4: 169,968 shares; 2026Q1: 271,190 shares; 2026Q2: 233,334 shares 233,334 $4.16M 1.83% -37,856 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: 14,870 shares; 2024Q4: 16,873 shares; 2025Q1: 17,665 shares; 2025Q2: 17,126 shares; 2025Q3: 21,553 shares; 2025Q4: 21,352 shares; 2026Q1: 24,657 shares; 2026Q2: 27,769 shares 27,769 $3.85M 1.69% +3,112 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: 22,130 shares; 2024Q4: 22,703 shares; 2025Q1: 28,550 shares; 2025Q2: 39,880 shares; 2025Q3: 42,835 shares; 2025Q4: 44,464 shares; 2026Q1: 52,098 shares; 2026Q2: 50,812 shares 50,812 $3.7M 1.63% -1,286 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,646 shares; 2024Q4: 100,112 shares; 2025Q1: 107,010 shares; 2025Q2: 104,141 shares; 2025Q3: 89,461 shares; 2025Q4: 82,840 shares; 2026Q1: 83,749 shares; 2026Q2: 87,630 shares 87,630 $3.52M 1.55% +3,881 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: 5,142 shares; 2024Q4: 7,352 shares; 2025Q1: 13,861 shares; 2025Q2: 19,633 shares; 2025Q3: 25,677 shares; 2025Q4: 26,812 shares; 2026Q1: 34,239 shares; 2026Q2: 30,877 shares 30,877 $3.47M 1.53% -3,362 Timeline FNDF 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: 8,208 shares; 2025Q2: 43,676 shares; 2025Q3: 46,887 shares; 2025Q4: 49,391 shares; 2026Q1: 59,271 shares; 2026Q2: 59,975 shares 59,975 $3.18M 1.4% +704 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: 8,269 shares; 2024Q4: 8,802 shares; 2025Q1: 8,664 shares; 2025Q2: 8,660 shares; 2025Q3: 8,618 shares; 2025Q4: 8,808 shares; 2026Q1: 9,051 shares; 2026Q2: 9,145 shares 9,145 $3.14M 1.38% +94 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,186 shares; 2024Q4: 29,702 shares; 2025Q1: 29,150 shares; 2025Q2: 28,251 shares; 2025Q3: 30,084 shares; 2025Q4: 29,652 shares; 2026Q1: 31,193 shares; 2026Q2: 30,581 shares 30,581 $2.97M 1.31% -612 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: 51,745 shares; 2024Q4: 51,000 shares; 2025Q1: 50,290 shares; 2025Q2: 50,278 shares; 2025Q3: 51,164 shares; 2025Q4: 47,952 shares; 2026Q1: 47,089 shares; 2026Q2: 46,802 shares 46,802 $2.96M 1.3% -287 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: 7,523 shares; 2024Q4: 10,550 shares; 2025Q1: 13,161 shares; 2025Q2: 14,536 shares; 2025Q3: 14,401 shares; 2025Q4: 14,236 shares; 2026Q1: 14,047 shares; 2026Q2: 13,852 shares 13,852 $2.92M 1.28% -195 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: 4,339 shares; 2024Q4: 5,842 shares; 2025Q1: 6,577 shares; 2025Q2: 6,705 shares; 2025Q3: 9,065 shares; 2025Q4: 9,127 shares; 2026Q1: 11,588 shares; 2026Q2: 12,649 shares 12,649 $2.92M 1.28% +1,061 Timeline SLYG 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: 20,031 shares; 2024Q4: 22,892 shares; 2025Q1: 22,643 shares; 2025Q2: 22,163 shares; 2025Q3: 24,015 shares; 2025Q4: 23,771 shares; 2026Q1: 24,642 shares; 2026Q2: 24,077 shares 24,077 $2.8M 1.23% -565 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,999 shares; 2024Q4: 48,289 shares; 2025Q1: 46,365 shares; 2025Q2: 45,240 shares; 2025Q3: 43,771 shares; 2025Q4: 38,193 shares; 2026Q1: 37,920 shares; 2026Q2: 37,841 shares 37,841 $2.71M 1.19% -79 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,322 shares; 2025Q3: 40,340 shares; 2025Q4: 44,239 shares; 2026Q1: 56,905 shares; 2026Q2: 57,772 shares 57,772 $2.64M 1.16% +867 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: 23,847 shares; 2024Q4: 24,800 shares; 2025Q1: 25,427 shares; 2025Q2: 25,586 shares; 2025Q3: 26,213 shares; 2025Q4: 26,580 shares; 2026Q1: 26,693 shares; 2026Q2: 27,192 shares 27,192 $2.6M 1.14% +499 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 59,251 shares; 2025Q3: 60,831 shares; 2025Q4: 65,843 shares; 2026Q1: 84,662 shares; 2026Q2: 85,547 shares 85,547 $2.56M 1.12% +885 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,991 shares; 2024Q4: 119,328 shares; 2025Q1: 119,328 shares; 2025Q2: 115,825 shares; 2025Q3: 113,542 shares; 2025Q4: 111,042 shares; 2026Q1: 110,458 shares; 2026Q2: 98,980 shares 98,980 $2.55M 1.12% -11,478 Timeline PMMF 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: 14,316 shares; 2026Q2: 23,950 shares 23,950 $2.4M 1.06% +9,634 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,948 shares 16,948 $2.35M 1.03% new Timeline PJUL 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,726 shares; 2025Q3: 44,231 shares; 2025Q4: 44,319 shares; 2026Q1: 41,302 shares; 2026Q2: 46,862 shares 46,862 $2.3M 1.01% +5,560 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: 6,406 shares; 2024Q4: 6,766 shares; 2025Q1: 6,643 shares; 2025Q2: 6,643 shares; 2025Q3: 7,777 shares; 2025Q4: 7,785 shares; 2026Q1: 10,951 shares; 2026Q2: 12,272 shares 12,272 $2.14M 0.94% +1,321 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: 2,598 shares; 2024Q4: 2,609 shares; 2025Q1: 2,621 shares; 2025Q2: 2,931 shares; 2025Q3: 2,965 shares; 2025Q4: 2,918 shares; 2026Q1: 2,690 shares; 2026Q2: 2,723 shares 2,723 $2.06M 0.91% +33 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: 10,545 shares; 2024Q4: 11,258 shares; 2025Q1: 11,510 shares; 2025Q2: 10,926 shares; 2025Q3: 11,137 shares; 2025Q4: 13,021 shares; 2026Q1: 14,060 shares; 2026Q2: 13,881 shares 13,881 $2.04M 0.9% -179 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: 4,030 shares; 2024Q4: 4,924 shares; 2025Q1: 4,205 shares; 2025Q2: 4,243 shares; 2025Q3: 4,151 shares; 2025Q4: 3,914 shares; 2026Q1: 3,209 shares; 2026Q2: 5,284 shares 5,284 $2.04M 0.89% +2,075 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: 1,968 shares; 2024Q4: 2,067 shares; 2025Q1: 2,038 shares; 2025Q2: 1,987 shares; 2025Q3: 2,235 shares; 2025Q4: 2,262 shares; 2026Q1: 17,332 shares; 2026Q2: 17,222 shares 17,222 $2.03M 0.89% -110 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: 6,918 shares; 2024Q4: 7,354 shares; 2025Q1: 7,299 shares; 2025Q2: 6,646 shares; 2025Q3: 6,434 shares; 2025Q4: 6,295 shares; 2026Q1: 6,064 shares; 2026Q2: 6,020 shares 6,020 $2.03M 0.89% -44 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: 5,020 shares; 2024Q4: 5,868 shares; 2025Q1: 6,613 shares; 2025Q2: 6,515 shares; 2025Q3: 6,665 shares; 2025Q4: 7,403 shares; 2026Q1: 7,413 shares; 2026Q2: 7,530 shares 7,530 $1.94M 0.85% +117 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,953 shares; 2025Q2: 36,934 shares; 2025Q3: 131,238 shares; 2025Q4: 102,650 shares; 2026Q1: 97,305 shares; 2026Q2: 46,078 shares 46,078 $1.8M 0.79% -51,227 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: 756 shares; 2025Q1: 1,447 shares; 2025Q2: 1,824 shares; 2025Q3: 1,866 shares; 2025Q4: 1,768 shares; 2026Q1: 1,500 shares; 2026Q2: 1,561 shares 1,561 $1.7M 0.75% +61 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: 36,112 shares; 2024Q4: 114,295 shares; 2025Q1: 127,115 shares; 2025Q2: 92,659 shares; 2025Q3: 48,749 shares; 2025Q4: 48,206 shares; 2026Q1: 52,280 shares; 2026Q2: 52,540 shares 52,540 $1.7M 0.75% +260 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 247,402 shares; 2024Q4: 247,204 shares; 2025Q1: 246,464 shares; 2025Q2: 250,025 shares; 2025Q3: 255,853 shares; 2025Q4: 240,327 shares; 2026Q1: 186,158 shares; 2026Q2: 184,847 shares 184,847 $1.7M 0.75% -1,311 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: 10,871 shares; 2024Q4: 11,181 shares; 2025Q1: 11,694 shares; 2025Q2: 13,599 shares; 2025Q3: 13,138 shares; 2025Q4: 13,098 shares; 2026Q1: 13,216 shares; 2026Q2: 13,720 shares 13,720 $1.7M 0.74% +504 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: 2,058 shares; 2024Q4: 3,846 shares; 2025Q1: 3,958 shares; 2025Q2: 4,108 shares; 2025Q3: 4,129 shares; 2025Q4: 8,348 shares; 2026Q1: 8,528 shares; 2026Q2: 8,755 shares 8,755 $1.63M 0.71% +227 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: 3,834 shares; 2024Q4: 4,695 shares; 2025Q1: 4,564 shares; 2025Q2: 4,472 shares; 2025Q3: 4,513 shares; 2025Q4: 4,564 shares; 2026Q1: 4,560 shares; 2026Q2: 4,541 shares 4,541 $1.62M 0.71% -19 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: 2,035 shares; 2024Q4: 2,062 shares; 2025Q1: 2,183 shares; 2025Q2: 2,211 shares; 2025Q3: 2,404 shares; 2025Q4: 2,452 shares; 2026Q1: 2,353 shares; 2026Q2: 2,324 shares 2,324 $1.61M 0.71% -29 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: 5,113 shares; 2024Q4: 5,908 shares; 2025Q1: 5,842 shares; 2025Q2: 5,280 shares; 2025Q3: 6,117 shares; 2025Q4: 6,098 shares; 2026Q1: 7,471 shares; 2026Q2: 7,665 shares 7,665 $1.5M 0.66% +194 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: 9,342 shares; 2024Q4: 41,738 shares; 2025Q1: 43,272 shares; 2025Q2: 38,056 shares; 2025Q3: 37,688 shares; 2025Q4: 39,742 shares; 2026Q1: 42,342 shares; 2026Q2: 43,195 shares 43,195 $1.5M 0.66% +853 Timeline RYN RAYONIER INC More: the full row for RAYONIER 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: 65,078 shares; 2026Q2: 65,410 shares 65,410 $1.39M 0.61% +332 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: 1,689 shares; 2024Q4: 1,802 shares; 2025Q1: 1,654 shares; 2025Q2: 1,653 shares; 2025Q3: 1,600 shares; 2025Q4: 1,601 shares; 2026Q1: 1,450 shares; 2026Q2: 1,460 shares 1,460 $1.39M 0.61% +10 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,944 shares; 2024Q4: 4,829 shares; 2025Q1: 4,731 shares; 2025Q2: 4,531 shares; 2025Q3: 4,450 shares; 2025Q4: 4,331 shares; 2026Q1: 4,296 shares; 2026Q2: 4,203 shares 4,203 $1.38M 0.6% -93 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: 7,526 shares; 2024Q4: 9,321 shares; 2025Q1: 9,036 shares; 2025Q2: 7,818 shares; 2025Q3: 8,694 shares; 2025Q4: 7,885 shares; 2026Q1: 8,182 shares; 2026Q2: 11,317 shares 11,317 $1.29M 0.57% +3,135 Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,743 shares; 2025Q3: 5,778 shares; 2025Q4: 12,386 shares; 2026Q1: 30,732 shares; 2026Q2: 31,941 shares 31,941 $1.24M 0.55% +1,209 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,547 shares; 2024Q4: 18,729 shares; 2025Q1: 16,980 shares; 2025Q2: 17,240 shares; 2025Q3: 18,019 shares; 2025Q4: 19,150 shares; 2026Q1: 17,674 shares; 2026Q2: 17,607 shares 17,607 $1.22M 0.54% -67 Timeline VTWO 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,054 shares; 2025Q4: 7,875 shares; 2026Q1: 9,889 shares; 2026Q2: 10,213 shares 10,213 $1.22M 0.54% +324 Timeline VIGI 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,077 shares; 2026Q1: 11,783 shares; 2026Q2: 12,467 shares 12,467 $1.18M 0.52% +684 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,791 shares; 2026Q2: 22,812 shares 22,812 $1.14M 0.5% +21 Timeline LOHA ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 43,323 shares 43,323 $1.11M 0.49% 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: 4,686 shares; 2025Q1: 4,297 shares; 2025Q2: 3,899 shares; 2025Q3: not reported; 2025Q4: 3,721 shares; 2026Q1: not reported; 2026Q2: 2,694 shares 2,694 $1.1M 0.48% new 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: 5,529 shares; 2025Q1: 5,712 shares; 2025Q2: 5,812 shares; 2025Q3: 5,944 shares; 2025Q4: 6,403 shares; 2026Q1: 6,628 shares; 2026Q2: 6,830 shares 6,830 $1.09M 0.48% +202 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74 shares; 2024Q4: 116 shares; 2025Q1: 115 shares; 2025Q2: 124 shares; 2025Q3: 136 shares; 2025Q4: 163 shares; 2026Q1: 172 shares; 2026Q2: 353 shares 353 $1.08M 0.48% +181 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: 1,837 shares; 2024Q4: 1,878 shares; 2025Q1: 1,946 shares; 2025Q2: 1,786 shares; 2025Q3: 1,670 shares; 2025Q4: 1,801 shares; 2026Q1: 2,152 shares; 2026Q2: 2,164 shares 2,164 $1.07M 0.47% +12 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: 18,870 shares; 2024Q4: 24,069 shares; 2025Q1: 24,791 shares; 2025Q2: 24,830 shares; 2025Q3: 24,079 shares; 2025Q4: 22,599 shares; 2026Q1: 21,891 shares; 2026Q2: 21,527 shares 21,527 $1.05M 0.46% -364 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: 21,033 shares; 2026Q2: 37,130 shares 37,130 $1.02M 0.45% +16,097 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,538 shares; 2026Q1: 41,468 shares; 2026Q2: 51,369 shares 51,369 $1.01M 0.44% +9,901 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,636 shares; 2024Q4: 6,595 shares; 2025Q1: 7,546 shares; 2025Q2: 8,102 shares; 2025Q3: 8,788 shares; 2025Q4: 5,575 shares; 2026Q1: 4,538 shares; 2026Q2: 4,360 shares 4,360 $1.01M 0.44% -178 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: 14,940 shares; 2024Q4: 16,102 shares; 2025Q1: 15,378 shares; 2025Q2: 15,412 shares; 2025Q3: 15,358 shares; 2025Q4: 11,009 shares; 2026Q1: 8,733 shares; 2026Q2: 6,930 shares 6,930 $976K 0.43% -1,803 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: 1,477 shares; 2024Q4: 1,490 shares; 2025Q1: 1,474 shares; 2025Q2: 1,524 shares; 2025Q3: 1,668 shares; 2025Q4: 1,743 shares; 2026Q1: 1,629 shares; 2026Q2: 1,774 shares 1,774 $928K 0.41% +145 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,112 shares; 2024Q4: 13,081 shares; 2025Q1: 13,196 shares; 2025Q2: 13,456 shares; 2025Q3: 13,328 shares; 2025Q4: 8,638 shares; 2026Q1: 8,415 shares; 2026Q2: 7,762 shares 7,762 $923K 0.41% -653 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,793 shares; 2024Q4: 6,653 shares; 2025Q1: 7,033 shares; 2025Q2: 8,593 shares; 2025Q3: 8,722 shares; 2025Q4: 5,910 shares; 2026Q1: 8,017 shares; 2026Q2: 8,379 shares 8,379 $910K 0.4% +362 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 518 shares; 2025Q3: 588 shares; 2025Q4: 811 shares; 2026Q1: 1,073 shares; 2026Q2: 1,092 shares 1,092 $895K 0.39% +19 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,110 shares; 2024Q4: 8,150 shares; 2025Q1: 7,761 shares; 2025Q2: 7,681 shares; 2025Q3: 7,507 shares; 2025Q4: 5,723 shares; 2026Q1: 6,162 shares; 2026Q2: 6,141 shares 6,141 $884K 0.39% -21 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: 9,462 shares; 2024Q4: 4,298 shares; 2025Q1: 4,606 shares; 2025Q2: 4,767 shares; 2025Q3: 5,369 shares; 2025Q4: 6,556 shares; 2026Q1: 6,906 shares; 2026Q2: 6,942 shares 6,942 $871K 0.38% +36 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: 2,424 shares; 2024Q4: 2,470 shares; 2025Q1: 2,439 shares; 2025Q2: 2,439 shares; 2025Q3: 2,440 shares; 2025Q4: 2,437 shares; 2026Q1: 2,706 shares; 2026Q2: 2,433 shares 2,433 $864K 0.38% -273 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: 4,292 shares; 2024Q4: 5,186 shares; 2025Q1: 5,184 shares; 2025Q2: 5,204 shares; 2025Q3: 5,250 shares; 2025Q4: 5,386 shares; 2026Q1: 5,247 shares; 2026Q2: 4,841 shares 4,841 $854K 0.38% -406 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: 5,164 shares; 2026Q1: 7,016 shares; 2026Q2: 12,114 shares 12,114 $845K 0.37% +5,098 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,060 shares; 2024Q4: 946 shares; 2025Q1: 984 shares; 2025Q2: 1,017 shares; 2025Q3: 1,054 shares; 2025Q4: 809 shares; 2026Q1: 968 shares; 2026Q2: 902 shares 902 $826K 0.36% -66 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,329 shares; 2026Q1: 3,348 shares; 2026Q2: 4,407 shares 4,407 $815K 0.36% +1,059 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,966 shares; 2024Q4: 23,248 shares; 2025Q1: 22,284 shares; 2025Q2: 22,276 shares; 2025Q3: 20,939 shares; 2025Q4: 14,268 shares; 2026Q1: 13,080 shares; 2026Q2: 12,662 shares 12,662 $804K 0.35% -418 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,904 shares 5,904 $798K 0.35% new Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,726 shares; 2024Q4: 23,771 shares; 2025Q1: 23,371 shares; 2025Q2: 24,147 shares; 2025Q3: 23,910 shares; 2025Q4: 15,165 shares; 2026Q1: 21,388 shares; 2026Q2: 26,875 shares 26,875 $796K 0.35% +5,487 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: 15,791 shares; 2024Q4: 14,319 shares; 2025Q1: 14,147 shares; 2025Q2: 12,969 shares; 2025Q3: 11,805 shares; 2025Q4: 12,800 shares; 2026Q1: 12,420 shares; 2026Q2: 18,253 shares 18,253 $769K 0.34% +5,833 Timeline SCHY 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: 25,823 shares; 2026Q2: 23,864 shares 23,864 $766K 0.34% -1,959 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,625 shares; 2024Q4: 8,763 shares; 2025Q1: 8,443 shares; 2025Q2: 8,457 shares; 2025Q3: 7,963 shares; 2025Q4: 8,178 shares; 2026Q1: 7,916 shares; 2026Q2: 7,886 shares 7,886 $762K 0.33% -30 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,821 shares; 2025Q3: 4,856 shares; 2025Q4: 4,818 shares; 2026Q1: 5,287 shares; 2026Q2: 8,309 shares 8,309 $760K 0.33% +3,022 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: 8,961 shares; 2024Q4: 9,565 shares; 2025Q1: 9,760 shares; 2025Q2: 9,055 shares; 2025Q3: 8,531 shares; 2025Q4: 8,547 shares; 2026Q1: 8,639 shares; 2026Q2: 9,088 shares 9,088 $759K 0.33% +449 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: 836 shares; 2024Q4: 1,154 shares; 2025Q1: 1,189 shares; 2025Q2: 1,469 shares; 2025Q3: 2,261 shares; 2025Q4: 2,822 shares; 2026Q1: 1,882 shares; 2026Q2: 1,948 shares 1,948 $725K 0.32% +66 Timeline PMAR 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,997 shares; 2026Q2: 14,997 shares 14,997 $721K 0.32% 0 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: 27,996 shares; 2024Q4: 37,936 shares; 2025Q1: 38,091 shares; 2025Q2: 35,892 shares; 2025Q3: 36,740 shares; 2025Q4: 35,138 shares; 2026Q1: 34,218 shares; 2026Q2: 34,041 shares 34,041 $719K 0.32% -177 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: 7,629 shares; 2024Q4: 7,515 shares; 2025Q1: 7,683 shares; 2025Q2: 7,716 shares; 2025Q3: 8,006 shares; 2025Q4: 8,186 shares; 2026Q1: 5,512 shares; 2026Q2: 5,001 shares 5,001 $713K 0.31% -511 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: 7,472 shares; 2024Q4: 7,521 shares; 2025Q1: 7,472 shares; 2025Q2: 6,592 shares; 2025Q3: 6,592 shares; 2025Q4: 6,592 shares; 2026Q1: 6,062 shares; 2026Q2: 4,970 shares 4,970 $700K 0.31% -1,092 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: 1,145 shares; 2025Q3: not reported; 2025Q4: 1,614 shares; 2026Q1: 1,536 shares; 2026Q2: 1,596 shares 1,596 $693K 0.3% +60 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,964 shares; 2024Q4: 15,522 shares; 2025Q1: 14,031 shares; 2025Q2: 9,715 shares; 2025Q3: 9,469 shares; 2025Q4: 8,744 shares; 2026Q1: 8,763 shares; 2026Q2: 8,691 shares 8,691 $678K 0.3% -72 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: 12,601 shares; 2024Q4: 10,956 shares; 2025Q1: 7,127 shares; 2025Q2: 6,749 shares; 2025Q3: 6,788 shares; 2025Q4: 3,683 shares; 2026Q1: 3,728 shares; 2026Q2: 3,698 shares 3,698 $667K 0.29% -30 Timeline LADR LADDER CAP CORP More: the full row for LADDER CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,462 shares; 2024Q4: 79,713 shares; 2025Q1: 80,630 shares; 2025Q2: 79,908 shares; 2025Q3: 80,894 shares; 2025Q4: 71,013 shares; 2026Q1: 67,635 shares; 2026Q2: 67,635 shares 67,635 $666K 0.29% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,538 shares; 2026Q1: 10,081 shares; 2026Q2: 10,166 shares 10,166 $661K 0.29% +85 Timeline TBIL 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,813 shares; 2026Q2: 12,871 shares 12,871 $643K 0.28% -4,942 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,009 shares; 2024Q4: 1,165 shares; 2025Q1: 1,230 shares; 2025Q2: 1,088 shares; 2025Q3: 965 shares; 2025Q4: 968 shares; 2026Q1: 6,540 shares; 2026Q2: 7,253 shares 7,253 $634K 0.28% +713 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 reported; 2024Q4: 1,556 shares; 2025Q1: 1,558 shares; 2025Q2: 1,560 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,793 shares; 2026Q2: 3,860 shares 3,860 $622K 0.27% +67 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,863 shares; 2024Q4: 10,879 shares; 2025Q1: 10,559 shares; 2025Q2: 9,458 shares; 2025Q3: 7,689 shares; 2025Q4: 6,013 shares; 2026Q1: 5,704 shares; 2026Q2: 5,393 shares 5,393 $609K 0.27% -311 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,426 shares; 2025Q1: 3,869 shares; 2025Q2: 3,754 shares; 2025Q3: 3,704 shares; 2025Q4: 2,963 shares; 2026Q1: 4,100 shares; 2026Q2: 7,227 shares 7,227 $608K 0.27% +3,127 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: 550 shares; 2024Q4: 787 shares; 2025Q1: 803 shares; 2025Q2: 843 shares; 2025Q3: 843 shares; 2025Q4: 981 shares; 2026Q1: 879 shares; 2026Q2: 892 shares 892 $597K 0.26% +13 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,597 shares; 2024Q4: 1,489 shares; 2025Q1: 1,249 shares; 2025Q2: 1,224 shares; 2025Q3: 1,227 shares; 2025Q4: 1,182 shares; 2026Q1: 1,332 shares; 2026Q2: 1,690 shares 1,690 $592K 0.26% +358 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: 958 shares; 2024Q4: 2,209 shares; 2025Q1: 2,545 shares; 2025Q2: 2,345 shares; 2025Q3: 2,345 shares; 2025Q4: 2,284 shares; 2026Q1: 1,799 shares; 2026Q2: 1,955 shares 1,955 $583K 0.26% +156 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,502 shares; 2026Q2: 6,320 shares 6,320 $581K 0.26% +818 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: 5,496 shares; 2024Q4: 5,751 shares; 2025Q1: 5,742 shares; 2025Q2: 5,832 shares; 2025Q3: 5,732 shares; 2025Q4: 5,699 shares; 2026Q1: 5,758 shares; 2026Q2: 2,695 shares 2,695 $570K 0.25% -3,063 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,110 shares; 2024Q4: 3,270 shares; 2025Q1: 2,770 shares; 2025Q2: 3,687 shares; 2025Q3: 2,972 shares; 2025Q4: 4,965 shares; 2026Q1: 5,332 shares; 2026Q2: 6,087 shares 6,087 $547K 0.24% +755 Timeline VLU 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: 2,079 shares; 2026Q2: 2,256 shares 2,256 $544K 0.24% +177 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: 1,663 shares; 2024Q4: 1,669 shares; 2025Q1: 1,664 shares; 2025Q2: 2,153 shares; 2025Q3: 2,154 shares; 2025Q4: 2,158 shares; 2026Q1: 2,153 shares; 2026Q2: 2,153 shares 2,153 $541K 0.24% 0 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: 1,588 shares; 2024Q4: 1,741 shares; 2025Q1: 1,658 shares; 2025Q2: 1,652 shares; 2025Q3: 1,505 shares; 2025Q4: 1,562 shares; 2026Q1: 1,508 shares; 2026Q2: 1,300 shares 1,300 $520K 0.23% -208 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,654 shares; 2025Q1: 5,158 shares; 2025Q2: 5,441 shares; 2025Q3: 5,974 shares; 2025Q4: 6,762 shares; 2026Q1: 7,572 shares; 2026Q2: 8,041 shares 8,041 $496K 0.22% +469 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,170 shares; 2025Q4: 3,755 shares; 2026Q1: 5,104 shares; 2026Q2: 5,104 shares 5,104 $494K 0.22% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,220 shares; 2026Q2: 11,220 shares 11,220 $486K 0.21% 0 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON 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: 2,420 shares; 2026Q2: 2,627 shares 2,627 $472K 0.21% +207 Timeline IGV 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: 6,902 shares; 2026Q2: 5,002 shares 5,002 $462K 0.2% -1,900 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,246 shares; 2024Q4: 46,798 shares; 2025Q1: 47,246 shares; 2025Q2: 47,782 shares; 2025Q3: 45,817 shares; 2025Q4: 30,277 shares; 2026Q1: 29,725 shares; 2026Q2: 29,725 shares 29,725 $461K 0.2% 0 Timeline RDVY 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: 4,319 shares; 2024Q4: 4,866 shares; 2025Q1: 4,825 shares; 2025Q2: 4,811 shares; 2025Q3: 4,501 shares; 2025Q4: 4,503 shares; 2026Q1: 4,937 shares; 2026Q2: 5,547 shares 5,547 $445K 0.2% +610 Timeline FXL 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: 1,747 shares; 2025Q3: 1,747 shares; 2025Q4: 1,777 shares; 2026Q1: 2,120 shares; 2026Q2: 2,114 shares 2,114 $440K 0.19% -6 Timeline XMMO 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: 2,433 shares; 2026Q2: 2,677 shares 2,677 $432K 0.19% +244 Timeline SMLF 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: 3,284 shares; 2026Q1: 4,413 shares; 2026Q2: 4,886 shares 4,886 $428K 0.19% +473 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,666 shares; 2024Q4: 13,695 shares; 2025Q1: 13,787 shares; 2025Q2: 13,304 shares; 2025Q3: 13,245 shares; 2025Q4: 7,630 shares; 2026Q1: 7,860 shares; 2026Q2: 12,786 shares 12,786 $425K 0.19% +4,926 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,627 shares 15,627 $419K 0.18% new 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: 2,438 shares; 2024Q4: 2,304 shares; 2025Q1: 2,304 shares; 2025Q2: 2,272 shares; 2025Q3: 2,222 shares; 2025Q4: 2,222 shares; 2026Q1: 2,168 shares; 2026Q2: 1,906 shares 1,906 $419K 0.18% -262 Timeline HYGH 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,595 shares; 2025Q4: 3,131 shares; 2026Q1: 4,189 shares; 2026Q2: 4,829 shares 4,829 $417K 0.18% +640 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 reported; 2024Q4: 2,045 shares; 2025Q1: 1,879 shares; 2025Q2: 1,879 shares; 2025Q3: 2,045 shares; 2025Q4: 2,174 shares; 2026Q1: 2,222 shares; 2026Q2: 2,248 shares 2,248 $409K 0.18% +26 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,404 shares; 2024Q4: 6,429 shares; 2025Q1: 6,965 shares; 2025Q2: 7,265 shares; 2025Q3: 7,965 shares; 2025Q4: 7,078 shares; 2026Q1: 7,127 shares; 2026Q2: 7,054 shares 7,054 $409K 0.18% -73 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,660 shares; 2025Q3: 14,955 shares; 2025Q4: 11,157 shares; 2026Q1: 11,159 shares; 2026Q2: 12,372 shares 12,372 $408K 0.18% +1,213 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: 2,622 shares; 2024Q4: 2,872 shares; 2025Q1: 2,414 shares; 2025Q2: 2,498 shares; 2025Q3: 2,678 shares; 2025Q4: 2,937 shares; 2026Q1: 2,859 shares; 2026Q2: 2,983 shares 2,983 $407K 0.18% +124 Timeline POCT 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,652 shares; 2026Q1: 8,641 shares; 2026Q2: 8,640 shares 8,640 $403K 0.18% -1 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,934 shares; 2024Q4: 4,884 shares; 2025Q1: 4,884 shares; 2025Q2: 4,784 shares; 2025Q3: 4,712 shares; 2025Q4: 4,662 shares; 2026Q1: 8,114 shares; 2026Q2: 9,064 shares 9,064 $403K 0.18% +950 Timeline HSCZ 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: 5,691 shares; 2025Q4: 6,868 shares; 2026Q1: 8,537 shares; 2026Q2: 9,381 shares 9,381 $403K 0.18% +844 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 848 shares; 2025Q4: 935 shares; 2026Q1: 1,200 shares; 2026Q2: 1,345 shares 1,345 $402K 0.18% +145 Timeline CHCT COMMUNITY HEALTHCARE TR INC More: the full row for COMMUNITY HEALTHCARE TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,753 shares; 2024Q4: 23,447 shares; 2025Q1: 24,669 shares; 2025Q2: 25,377 shares; 2025Q3: 25,582 shares; 2025Q4: 22,570 shares; 2026Q1: 22,574 shares; 2026Q2: 22,011 shares 22,011 $396K 0.17% -563 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,431 shares; 2025Q4: 3,016 shares; 2026Q1: 3,757 shares; 2026Q2: 4,061 shares 4,061 $395K 0.17% +304 Timeline CRK COMSTOCK RES INC More: the full row for COMSTOCK RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,900 shares; 2024Q4: 23,253 shares; 2025Q1: 17,201 shares; 2025Q2: 15,351 shares; 2025Q3: 20,580 shares; 2025Q4: 21,480 shares; 2026Q1: 22,290 shares; 2026Q2: 30,400 shares 30,400 $393K 0.17% +8,110 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: 5,347 shares; 2024Q4: 2,096 shares; 2025Q1: 1,986 shares; 2025Q2: 1,986 shares; 2025Q3: 1,986 shares; 2025Q4: 1,986 shares; 2026Q1: 1,986 shares; 2026Q2: 1,762 shares 1,762 $392K 0.17% -224 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,121 shares; 2026Q2: 1,719 shares 1,719 $390K 0.17% +598 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,506 shares; 2026Q2: 3,506 shares 3,506 $385K 0.17% 0 Timeline MFA MFA FINL INC More: the full row for MFA FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,439 shares; 2024Q4: 42,084 shares; 2025Q1: 43,470 shares; 2025Q2: 44,195 shares; 2025Q3: 48,739 shares; 2025Q4: 42,623 shares; 2026Q1: 42,295 shares; 2026Q2: 40,435 shares 40,435 $384K 0.17% -1,860 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,568 shares; 2026Q1: 8,568 shares; 2026Q2: 8,568 shares 8,568 $383K 0.17% 0 Timeline VTWV 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,693 shares; 2026Q2: 1,965 shares 1,965 $382K 0.17% +272 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 reported; 2024Q4: 1,244 shares; 2025Q1: 1,153 shares; 2025Q2: 1,327 shares; 2025Q3: 1,439 shares; 2025Q4: 3,014 shares; 2026Q1: 2,916 shares; 2026Q2: 3,210 shares 3,210 $376K 0.17% +294 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,468 shares; 2025Q1: 3,478 shares; 2025Q2: 3,277 shares; 2025Q3: 3,157 shares; 2025Q4: 3,258 shares; 2026Q1: 3,259 shares; 2026Q2: 3,059 shares 3,059 $371K 0.16% -200 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: 815 shares; 2024Q4: 880 shares; 2025Q1: 936 shares; 2025Q2: 860 shares; 2025Q3: 810 shares; 2025Q4: 854 shares; 2026Q1: 864 shares; 2026Q2: 905 shares 905 $369K 0.16% +41 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: 15,612 shares; 2024Q4: 12,059 shares; 2025Q1: 11,922 shares; 2025Q2: 11,451 shares; 2025Q3: 10,079 shares; 2025Q4: 2,950 shares; 2026Q1: 2,695 shares; 2026Q2: 2,175 shares 2,175 $367K 0.16% -520 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,241 shares; 2024Q4: 3,961 shares; 2025Q1: 3,911 shares; 2025Q2: 4,008 shares; 2025Q3: 4,010 shares; 2025Q4: 4,012 shares; 2026Q1: 4,666 shares; 2026Q2: 4,618 shares 4,618 $356K 0.16% -48 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 402 shares; 2025Q1: 546 shares; 2025Q2: 537 shares; 2025Q3: 543 shares; 2025Q4: 484 shares; 2026Q1: 441 shares; 2026Q2: 489 shares 489 $355K 0.16% +48 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,964 shares; 2024Q4: 2,969 shares; 2025Q1: 2,644 shares; 2025Q2: 2,644 shares; 2025Q3: 2,644 shares; 2025Q4: 2,644 shares; 2026Q1: 2,644 shares; 2026Q2: 2,354 shares 2,354 $345K 0.15% -290 Timeline PDEC 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,131 shares; 2025Q3: 5,131 shares; 2025Q4: 7,336 shares; 2026Q1: 7,336 shares; 2026Q2: 7,336 shares 7,336 $339K 0.15% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,980 shares; 2025Q1: 6,520 shares; 2025Q2: 6,556 shares; 2025Q3: 8,941 shares; 2025Q4: 8,916 shares; 2026Q1: 6,483 shares; 2026Q2: 6,393 shares 6,393 $338K 0.15% -90 Timeline EFAD PROSHARES TR More: the full row for PROSHARES 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: 6,289 shares; 2026Q1: 7,144 shares; 2026Q2: 7,807 shares 7,807 $336K 0.15% +663 Timeline IHF 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: 5,886 shares 5,886 $335K 0.15% 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 reported; 2024Q4: not reported; 2025Q1: 4,357 shares; 2025Q2: 4,442 shares; 2025Q3: 4,442 shares; 2025Q4: 4,592 shares; 2026Q1: not reported; 2026Q2: 2,658 shares 2,658 $334K 0.15% new Timeline CSR CENTERSPACE More: the full row for CENTERSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,001 shares; 2024Q4: 8,095 shares; 2025Q1: 8,096 shares; 2025Q2: 8,367 shares; 2025Q3: 8,620 shares; 2025Q4: 7,455 shares; 2026Q1: 6,646 shares; 2026Q2: 5,998 shares 5,998 $333K 0.15% -648 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: 1,430 shares; 2024Q4: 1,417 shares; 2025Q1: 1,375 shares; 2025Q2: 1,292 shares; 2025Q3: 1,293 shares; 2025Q4: 1,295 shares; 2026Q1: 1,277 shares; 2026Q2: 1,209 shares 1,209 $332K 0.15% -68 Timeline XSMO 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: 2,868 shares; 2025Q4: 2,941 shares; 2026Q1: 3,502 shares; 2026Q2: 3,719 shares 3,719 $332K 0.15% +217 Timeline VOLT TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,461 shares 8,461 $329K 0.14% 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: 3,547 shares; 2024Q4: 3,641 shares; 2025Q1: 3,641 shares; 2025Q2: 3,741 shares; 2025Q3: 3,741 shares; 2025Q4: 3,850 shares; 2026Q1: 3,850 shares; 2026Q2: 3,972 shares 3,972 $328K 0.14% +122 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: 1,139 shares; 2024Q4: 1,134 shares; 2025Q1: 1,239 shares; 2025Q2: 1,126 shares; 2025Q3: 1,126 shares; 2025Q4: 2,701 shares; 2026Q1: 2,440 shares; 2026Q2: 1,111 shares 1,111 $326K 0.14% -1,329 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,586 shares 9,586 $325K 0.14% new Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,446 shares; 2024Q4: 4,530 shares; 2025Q1: 4,533 shares; 2025Q2: 4,535 shares; 2025Q3: 4,537 shares; 2025Q4: 4,540 shares; 2026Q1: 4,200 shares; 2026Q2: 4,202 shares 4,202 $321K 0.14% +2 Timeline HTEC EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU 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: 7,746 shares; 2026Q2: 8,346 shares 8,346 $319K 0.14% +600 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,067 shares; 2024Q4: 3,326 shares; 2025Q1: 3,181 shares; 2025Q2: 3,183 shares; 2025Q3: 2,976 shares; 2025Q4: 2,050 shares; 2026Q1: 1,620 shares; 2026Q2: 1,661 shares 1,661 $319K 0.14% +41 Timeline VNQ 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: 2,094 shares; 2024Q4: 2,255 shares; 2025Q1: 2,421 shares; 2025Q2: 2,441 shares; 2025Q3: 2,504 shares; 2025Q4: 2,342 shares; 2026Q1: 3,396 shares; 2026Q2: 3,272 shares 3,272 $318K 0.14% -124 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,768 shares; 2024Q4: 12,598 shares; 2025Q1: 12,618 shares; 2025Q2: 14,311 shares; 2025Q3: 14,643 shares; 2025Q4: 13,306 shares; 2026Q1: 13,318 shares; 2026Q2: 13,043 shares 13,043 $315K 0.14% -275 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,920 shares; 2024Q4: 44,486 shares; 2025Q1: 44,487 shares; 2025Q2: 44,486 shares; 2025Q3: 44,486 shares; 2025Q4: 29,419 shares; 2026Q1: 34,418 shares; 2026Q2: 34,418 shares 34,418 $315K 0.14% 0 Timeline BRT BRT APARTMENTS CORP More: the full row for BRT APARTMENTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,080 shares; 2024Q4: 28,455 shares; 2025Q1: 28,456 shares; 2025Q2: 29,040 shares; 2025Q3: 28,421 shares; 2025Q4: 20,278 shares; 2026Q1: 20,717 shares; 2026Q2: 20,826 shares 20,826 $309K 0.14% +109 Timeline VHT 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: 820 shares; 2024Q4: 900 shares; 2025Q1: not reported; 2025Q2: 819 shares; 2025Q3: 929 shares; 2025Q4: 952 shares; 2026Q1: 974 shares; 2026Q2: 1,018 shares 1,018 $309K 0.14% +44 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,414 shares; 2024Q4: 12,721 shares; 2025Q1: 12,716 shares; 2025Q2: 12,715 shares; 2025Q3: 11,692 shares; 2025Q4: 4,097 shares; 2026Q1: 4,006 shares; 2026Q2: 3,851 shares 3,851 $307K 0.13% -155 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: 656 shares; 2024Q4: 701 shares; 2025Q1: 755 shares; 2025Q2: 784 shares; 2025Q3: 706 shares; 2025Q4: 2,895 shares; 2026Q1: 2,840 shares; 2026Q2: 2,840 shares 2,840 $306K 0.13% 0 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,990 shares; 2024Q4: 4,720 shares; 2025Q1: 4,374 shares; 2025Q2: 3,365 shares; 2025Q3: 3,552 shares; 2025Q4: 3,753 shares; 2026Q1: 3,905 shares; 2026Q2: 4,229 shares 4,229 $306K 0.13% +324 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: 13,085 shares; 2024Q4: 13,108 shares; 2025Q1: 12,908 shares; 2025Q2: 11,874 shares; 2025Q3: 11,774 shares; 2025Q4: 11,386 shares; 2026Q1: 10,200 shares; 2026Q2: 9,810 shares 9,810 $304K 0.13% -390 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,663 shares; 2024Q4: 19,001 shares; 2025Q1: 18,596 shares; 2025Q2: 18,671 shares; 2025Q3: 18,195 shares; 2025Q4: 14,845 shares; 2026Q1: 6,087 shares; 2026Q2: 6,504 shares 6,504 $304K 0.13% +417 Timeline RSPM 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: 7,295 shares; 2026Q2: 7,878 shares 7,878 $304K 0.13% +583 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,384 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 770 shares; 2026Q2: 536 shares 536 $299K 0.13% -234 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,727 shares; 2024Q4: 2,719 shares; 2025Q1: 2,719 shares; 2025Q2: 2,759 shares; 2025Q3: 2,759 shares; 2025Q4: 2,580 shares; 2026Q1: 2,583 shares; 2026Q2: 2,608 shares 2,608 $293K 0.13% +25 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: 5,842 shares; 2024Q4: 5,850 shares; 2025Q1: 5,894 shares; 2025Q2: 5,944 shares; 2025Q3: 6,003 shares; 2025Q4: 5,012 shares; 2026Q1: 5,050 shares; 2026Q2: 5,085 shares 5,085 $293K 0.13% +35 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,327 shares; 2025Q1: 3,328 shares; 2025Q2: 3,328 shares; 2025Q3: 3,329 shares; 2025Q4: 3,331 shares; 2026Q1: 3,332 shares; 2026Q2: 3,332 shares 3,332 $292K 0.13% 0 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: 2,864 shares; 2024Q4: 2,941 shares; 2025Q1: 2,953 shares; 2025Q2: 3,116 shares; 2025Q3: 3,489 shares; 2025Q4: 3,101 shares; 2026Q1: 3,021 shares; 2026Q2: 3,051 shares 3,051 $287K 0.13% +30 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 reported; 2024Q4: 1,047 shares; 2025Q1: 1,047 shares; 2025Q2: 1,047 shares; 2025Q3: 1,047 shares; 2025Q4: 1,563 shares; 2026Q1: 1,225 shares; 2026Q2: 1,225 shares 1,225 $286K 0.13% 0 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: 9,809 shares; 2024Q4: 9,696 shares; 2025Q1: 9,037 shares; 2025Q2: 9,701 shares; 2025Q3: 6,912 shares; 2025Q4: 6,057 shares; 2026Q1: 6,057 shares; 2026Q2: 6,057 shares 6,057 $283K 0.12% 0 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: 5,610 shares; 2024Q4: 5,663 shares; 2025Q1: 5,668 shares; 2025Q2: 5,697 shares; 2025Q3: 4,718 shares; 2025Q4: 4,744 shares; 2026Q1: 4,450 shares; 2026Q2: 5,452 shares 5,452 $282K 0.12% +1,002 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 169 shares; 2026Q2: 155 shares 155 $280K 0.12% -14 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,636 shares; 2025Q1: 2,886 shares; 2025Q2: 2,921 shares; 2025Q3: 2,407 shares; 2025Q4: 2,159 shares; 2026Q1: 3,187 shares; 2026Q2: 2,558 shares 2,558 $279K 0.12% -629 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 reported; 2024Q4: 1,083 shares; 2025Q1: 1,567 shares; 2025Q2: 2,381 shares; 2025Q3: 2,373 shares; 2025Q4: 3,488 shares; 2026Q1: 3,448 shares; 2026Q2: 2,260 shares 2,260 $278K 0.12% -1,188 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,345 shares; 2026Q2: 3,325 shares 3,325 $276K 0.12% -20 Timeline UMH UMH PPTYS INC More: the full row for UMH PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,807 shares; 2026Q1: 17,245 shares; 2026Q2: 17,963 shares 17,963 $274K 0.12% +718 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: 1,276 shares; 2024Q4: 1,276 shares; 2025Q1: 1,276 shares; 2025Q2: 1,276 shares; 2025Q3: 1,276 shares; 2025Q4: 1,276 shares; 2026Q1: 1,083 shares; 2026Q2: 1,083 shares 1,083 $272K 0.12% 0 Timeline XLU 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: 10,540 shares; 2024Q4: 9,577 shares; 2025Q1: 6,735 shares; 2025Q2: 6,250 shares; 2025Q3: 5,846 shares; 2025Q4: 10,247 shares; 2026Q1: 6,124 shares; 2026Q2: 5,936 shares 5,936 $270K 0.12% -188 Timeline ITB 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: 2,006 shares; 2025Q4: not reported; 2026Q1: 2,326 shares; 2026Q2: 2,738 shares 2,738 $268K 0.12% +412 Timeline USVM VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,296 shares; 2026Q2: 2,447 shares 2,447 $266K 0.12% +151 Timeline FXU 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: 5,384 shares; 2026Q2: 5,361 shares 5,361 $266K 0.12% -23 Timeline NXRT NEXPOINT RESIDENTIAL TR INC More: the full row for NEXPOINT RESIDENTIAL TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,385 shares; 2024Q4: 12,741 shares; 2025Q1: 15,402 shares; 2025Q2: 15,831 shares; 2025Q3: 15,681 shares; 2025Q4: 9,343 shares; 2026Q1: 9,737 shares; 2026Q2: 9,604 shares 9,604 $262K 0.12% -133 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: 1,187 shares; 2024Q4: 1,460 shares; 2025Q1: 1,426 shares; 2025Q2: 1,317 shares; 2025Q3: 1,305 shares; 2025Q4: 1,048 shares; 2026Q1: 1,039 shares; 2026Q2: 1,056 shares 1,056 $262K 0.12% +17 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,292 shares; 2026Q2: 5,297 shares 5,297 $262K 0.12% +5 Timeline FXZ 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: 3,341 shares; 2026Q2: 3,328 shares 3,328 $257K 0.11% -13 Timeline BUFF 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 reported; 2024Q4: not reported; 2025Q1: 7,694 shares; 2025Q2: 8,768 shares; 2025Q3: 9,386 shares; 2025Q4: 6,807 shares; 2026Q1: 4,852 shares; 2026Q2: 4,852 shares 4,852 $257K 0.11% 0 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 reported; 2024Q4: not reported; 2025Q1: 410 shares; 2025Q2: 504 shares; 2025Q3: 356 shares; 2025Q4: 465 shares; 2026Q1: 339 shares; 2026Q2: 339 shares 339 $257K 0.11% 0 Timeline VUSB 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: 23,219 shares; 2024Q4: 23,201 shares; 2025Q1: 27,120 shares; 2025Q2: 6,518 shares; 2025Q3: 6,456 shares; 2025Q4: 5,651 shares; 2026Q1: 4,985 shares; 2026Q2: 5,145 shares 5,145 $255K 0.11% +160 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: 1,329 shares; 2024Q4: 1,462 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,457 shares; 2026Q1: 1,875 shares; 2026Q2: 1,852 shares 1,852 $254K 0.11% -23 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 reported; 2024Q4: 4,591 shares; 2025Q1: 5,106 shares; 2025Q2: 5,061 shares; 2025Q3: 5,070 shares; 2025Q4: 4,973 shares; 2026Q1: 4,488 shares; 2026Q2: 4,506 shares 4,506 $251K 0.11% +18 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,051 shares 3,051 $247K 0.11% new 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 reported; 2024Q4: 1,952 shares; 2025Q1: 1,958 shares; 2025Q2: not reported; 2025Q3: 1,972 shares; 2025Q4: 1,979 shares; 2026Q1: 1,990 shares; 2026Q2: 2,000 shares 2,000 $244K 0.11% +10 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 642 shares; 2026Q2: 642 shares 642 $241K 0.11% 0 Timeline FPE 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,817 shares; 2025Q3: 11,817 shares; 2025Q4: 11,817 shares; 2026Q1: 13,794 shares; 2026Q2: 13,390 shares 13,390 $240K 0.11% -404 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: 2,447 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,247 shares; 2025Q4: 5,162 shares; 2026Q1: 4,691 shares; 2026Q2: 4,354 shares 4,354 $240K 0.11% -337 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,515 shares; 2025Q2: 2,585 shares; 2025Q3: 2,513 shares; 2025Q4: 1,948 shares; 2026Q1: 2,036 shares; 2026Q2: 2,006 shares 2,006 $239K 0.1% -30 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,558 shares; 2025Q4: 3,558 shares; 2026Q1: 3,904 shares; 2026Q2: 3,920 shares 3,920 $237K 0.1% +16 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 444 shares; 2025Q4: 444 shares; 2026Q1: 444 shares; 2026Q2: 444 shares 444 $233K 0.1% 0 Timeline FXH 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: 1,868 shares; 2026Q2: 1,859 shares 1,859 $231K 0.1% -9 Timeline PJUN 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,259 shares 5,259 $229K 0.1% new Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES 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: 1,270 shares 1,270 $225K 0.1% new Timeline IMCB 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: 2,312 shares 2,312 $225K 0.1% new 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: 11,460 shares; 2024Q4: 12,047 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,812 shares 1,812 $225K 0.1% new Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,585 shares; 2026Q2: 2,953 shares 2,953 $225K 0.1% +368 Timeline IXP 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: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares; 2026Q2: 1,900 shares 1,900 $224K 0.1% 0 Timeline QGEN QIAGEN NV More: the full row for QIAGEN NV 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: 5,375 shares 5,375 $223K 0.1% new Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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: 3,901 shares 3,901 $220K 0.1% new Timeline PSEP 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: 5,787 shares; 2024Q4: 5,787 shares; 2025Q1: 5,787 shares; 2025Q2: not reported; 2025Q3: 5,509 shares; 2025Q4: 5,509 shares; 2026Q1: 4,756 shares; 2026Q2: 4,756 shares 4,756 $220K 0.1% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,218 shares; 2026Q1: not reported; 2026Q2: 2,579 shares 2,579 $216K 0.1% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,788 shares; 2026Q2: 2,858 shares 2,858 $216K 0.1% +70 Timeline HEFA 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: 4,582 shares; 2026Q2: 4,649 shares 4,649 $215K 0.09% +67 Timeline LQDH 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,280 shares 2,280 $211K 0.09% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,778 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,525 shares; 2026Q2: 4,255 shares 4,255 $211K 0.09% -1,270 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 reported; 2024Q4: 656 shares; 2025Q1: 594 shares; 2025Q2: 651 shares; 2025Q3: 647 shares; 2025Q4: 743 shares; 2026Q1: not reported; 2026Q2: 601 shares 601 $210K 0.09% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 576 shares 576 $209K 0.09% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,398 shares; 2025Q3: 1,399 shares; 2025Q4: 1,401 shares; 2026Q1: not reported; 2026Q2: 1,102 shares 1,102 $209K 0.09% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,032 shares 2,032 $204K 0.09% new 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: 2,636 shares; 2026Q2: 2,636 shares 2,636 $202K 0.09% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,678 shares; 2026Q2: 1,273 shares 1,273 $201K 0.09% -405 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,106 shares 1,106 $201K 0.09% new Timeline FPI FARMLAND PARTNERS INC More: the full row for FARMLAND PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,125 shares; 2024Q4: 50,056 shares; 2025Q1: 49,856 shares; 2025Q2: 47,645 shares; 2025Q3: 44,435 shares; 2025Q4: 22,311 shares; 2026Q1: 20,572 shares; 2026Q2: 20,445 shares 20,445 $196K 0.09% -127 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: 10,037 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,062 shares 10,062 $176K 0.08% new Timeline HIPS GRANITESHARES ETF TR More: the full row for GRANITESHARES 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: 10,748 shares; 2026Q2: 10,748 shares 10,748 $125K 0.05% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT 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: 10,302 shares; 2026Q1: 10,764 shares; 2026Q2: 11,059 shares 11,059 $123K 0.05% +295 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,747 shares; 2024Q4: 18,747 shares; 2025Q1: 18,747 shares; 2025Q2: 18,747 shares; 2025Q3: 18,747 shares; 2025Q4: 18,747 shares; 2026Q1: 18,747 shares; 2026Q2: 20,622 shares 20,622 $116K 0.05% +1,875 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 13,106 shares; 2026Q1: 13,740 shares; 2026Q2: 12,860 shares 12,860 $56.6K 0.02% -880 Timeline ORGO ORGANOGENESIS HLDGS INC More: the full row for ORGANOGENESIS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,600 shares; 2024Q4: 22,600 shares; 2025Q1: 23,100 shares; 2025Q2: 22,500 shares; 2025Q3: 17,010 shares; 2025Q4: 10,808 shares; 2026Q1: 19,113 shares; 2026Q2: 18,813 shares 18,813 $45.2K 0.02% -300 Timeline REDWOOD MORTGAGE INVESTORS … REDWOOD MORTGAGE INVESTORS VIII L… More: the full row for REDWOOD MORTGAGE INVESTORS VIII LIMITED PARTNERSHIP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 34,090 shares; 2025Q1: 34,261 shares; 2025Q2: 23,065 shares; 2025Q3: 23,065 shares; 2025Q4: 22,939 shares; 2026Q1: not reported; 2026Q2: 10,743 shares 10,743 $10.7K <0.01% new SMEV SIMULATED ENVIRONMENT CONCEPTS More: the full row for SIMULATED ENVIRONMENT CONCEPTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,053,000 shares; 2024Q4: 1,053,000 shares; 2025Q1: 1,053,000 shares; 2025Q2: 1,053,000 shares; 2025Q3: 1,053,000 shares; 2025Q4: 1,053,000 shares; 2026Q1: 1,053,000 shares; 2026Q2: 1,053,000 shares 1,053,000 $9.48K <0.01% 0 Timeline INIS RADNOSTIX, INC. COMMON STOCK More: the full row for RADNOSTIX, INC. COMMON STOCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $1.34K <0.01% 0 Timeline NOVONIX LTD ORDF NOVONIX LTD ORDF More: the full row for NOVONIX LTD ORDF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 36,639 shares; 2025Q1: 36,639 shares; 2025Q2: 16,439 shares; 2025Q3: not reported; 2025Q4: 14,739 shares; 2026Q1: not reported; 2026Q2: 11,739 shares 11,739 $1.26K <0.01% new COLLECTIVE AUDIENCE INCORPO… COLLECTIVE AUDIENCE INCORPORATED More: the full row for COLLECTIVE AUDIENCE INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,000 shares; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: 100,000 shares; 2025Q4: 100,000 shares; 2026Q1: 100,000 shares; 2026Q2: 100,000 shares 100,000 $1K <0.01% 0 EOSER EOS ENERGY ENTERPRISES INC RT More: the full row for EOS ENERGY ENTERPRISES INC RT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,860 shares 12,860 $420 <0.01% new Timeline VIDEOLOCITY INTERNATIONAL I… VIDEOLOCITY INTERNATIONAL INCORPO… More: the full row for VIDEOLOCITY INTERNATIONAL INCORPORATED COM NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 625,000 shares; 2024Q4: 625,000 shares; 2025Q1: 625,000 shares; 2025Q2: 625,000 shares; 2025Q3: 625,000 shares; 2025Q4: 625,000 shares; 2026Q1: 625,000 shares; 2026Q2: 625,000 shares 625,000 $0 0% 0 Value filed as zero, left out of ratios.