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: 234,828 shares; 2024Q4: 234,965 shares; 2025Q1: 234,986 shares; 2025Q2: 236,056 shares; 2025Q3: 236,707 shares; 2025Q4: 236,617 shares; 2026Q1: 236,682 shares; 2026Q2: 236,707 shares 236,707 $284M 24.65% +25 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: 186,989 shares; 2024Q4: 187,931 shares; 2025Q1: 194,732 shares; 2025Q2: 203,185 shares; 2025Q3: 202,193 shares; 2025Q4: 193,254 shares; 2026Q1: 189,780 shares; 2026Q2: 188,477 shares 188,477 $54.5M 4.74% -1,303 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 644,543 shares; 2024Q4: 635,093 shares; 2025Q1: 633,763 shares; 2025Q2: 646,133 shares; 2025Q3: 640,380 shares; 2025Q4: 612,549 shares; 2026Q1: 613,020 shares; 2026Q2: 599,843 shares 599,843 $42.7M 3.71% -13,177 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: 51,365 shares; 2024Q4: 49,903 shares; 2025Q1: 50,405 shares; 2025Q2: 49,205 shares; 2025Q3: 47,760 shares; 2025Q4: 45,666 shares; 2026Q1: 45,597 shares; 2026Q2: 49,031 shares 49,031 $36.7M 3.19% +3,434 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,001 shares; 2024Q4: 199,986 shares; 2025Q1: 216,164 shares; 2025Q2: 217,743 shares; 2025Q3: 223,723 shares; 2025Q4: 242,761 shares; 2026Q1: 269,551 shares; 2026Q2: 307,535 shares 307,535 $22.9M 1.99% +37,984 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: 271,702 shares; 2024Q4: 276,264 shares; 2025Q1: 272,165 shares; 2025Q2: 261,093 shares; 2025Q3: 256,011 shares; 2025Q4: 243,421 shares; 2026Q1: 233,107 shares; 2026Q2: 235,252 shares 235,252 $19.5M 1.69% +2,145 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: 86,718 shares; 2024Q4: 87,657 shares; 2025Q1: 91,908 shares; 2025Q2: 90,160 shares; 2025Q3: 88,265 shares; 2025Q4: 89,836 shares; 2026Q1: 93,258 shares; 2026Q2: 92,277 shares 92,277 $18.5M 1.6% -981 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 194,265 shares; 2024Q4: 186,671 shares; 2025Q1: 186,671 shares; 2025Q2: 186,671 shares; 2025Q3: 186,671 shares; 2025Q4: 162,671 shares; 2026Q1: 162,671 shares; 2026Q2: 162,671 shares 162,671 $18.1M 1.57% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,491 shares; 2024Q4: 3,491 shares; 2025Q1: 3,491 shares; 2025Q2: 3,491 shares; 2025Q3: 3,491 shares; 2025Q4: 3,231 shares; 2026Q1: 137,511 shares; 2026Q2: 164,657 shares 164,657 $18M 1.56% +27,146 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: 144,176 shares; 2024Q4: 143,202 shares; 2025Q1: 149,231 shares; 2025Q2: 149,431 shares; 2025Q3: 147,376 shares; 2025Q4: 136,532 shares; 2026Q1: 131,572 shares; 2026Q2: 129,269 shares 129,269 $17.5M 1.52% -2,303 Timeline ISHG 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: 7,230 shares; 2025Q3: 48,823 shares; 2025Q4: 138,377 shares; 2026Q1: 200,527 shares; 2026Q2: 227,206 shares 227,206 $16.9M 1.46% +26,679 Timeline SPMD 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: 185,673 shares; 2024Q4: 193,238 shares; 2025Q1: 202,996 shares; 2025Q2: 226,236 shares; 2025Q3: 225,055 shares; 2025Q4: 228,332 shares; 2026Q1: 237,889 shares; 2026Q2: 247,468 shares 247,468 $16.7M 1.45% +9,579 Timeline MGK 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: 29,809 shares; 2024Q4: 30,609 shares; 2025Q1: 32,769 shares; 2025Q2: 34,707 shares; 2025Q3: 34,291 shares; 2025Q4: 37,278 shares; 2026Q1: 36,621 shares; 2026Q2: 187,887 shares 187,887 $16.5M 1.43% +151,266 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: 75,104 shares; 2024Q4: 71,632 shares; 2025Q1: 69,895 shares; 2025Q2: 71,570 shares; 2025Q3: 69,540 shares; 2025Q4: 69,901 shares; 2026Q1: 69,855 shares; 2026Q2: 68,914 shares 68,914 $16.4M 1.43% -941 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,239 shares; 2024Q4: 20,282 shares; 2025Q1: 26,887 shares; 2025Q2: 34,844 shares; 2025Q3: 37,612 shares; 2025Q4: 66,782 shares; 2026Q1: 111,559 shares; 2026Q2: 133,496 shares 133,496 $15.7M 1.36% +21,937 Timeline TLH 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: 126,045 shares; 2026Q2: 154,327 shares 154,327 $15.5M 1.34% +28,282 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 253,215 shares; 2024Q4: 275,546 shares; 2025Q1: 280,887 shares; 2025Q2: 290,232 shares; 2025Q3: 290,092 shares; 2025Q4: 287,779 shares; 2026Q1: 289,571 shares; 2026Q2: 289,451 shares 289,451 $14.6M 1.27% -120 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: 169,378 shares; 2024Q4: 176,378 shares; 2025Q1: 189,861 shares; 2025Q2: 221,212 shares; 2025Q3: 225,704 shares; 2025Q4: 234,889 shares; 2026Q1: 248,602 shares; 2026Q2: 269,542 shares 269,542 $14M 1.21% +20,940 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: 62,928 shares; 2024Q4: 63,361 shares; 2025Q1: 54,933 shares; 2025Q2: 50,663 shares; 2025Q3: 49,789 shares; 2025Q4: 43,635 shares; 2026Q1: 35,647 shares; 2026Q2: 35,458 shares 35,458 $13.1M 1.14% -189 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 97,714 shares; 2026Q2: 134,989 shares 134,989 $12.8M 1.11% +37,275 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,379 shares; 2024Q4: 45,611 shares; 2025Q1: 44,825 shares; 2025Q2: 45,225 shares; 2025Q3: 44,367 shares; 2025Q4: 42,550 shares; 2026Q1: 41,959 shares; 2026Q2: 41,956 shares 41,956 $9.93M 0.86% -3 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,553 shares; 2024Q4: 29,815 shares; 2025Q1: 118,321 shares; 2025Q2: 126,329 shares; 2025Q3: 134,313 shares; 2025Q4: 152,446 shares; 2026Q1: 156,752 shares; 2026Q2: 167,112 shares 167,112 $9.85M 0.85% +10,360 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,743 shares; 2024Q4: 130,469 shares; 2025Q1: 138,376 shares; 2025Q2: 133,453 shares; 2025Q3: 135,047 shares; 2025Q4: 137,119 shares; 2026Q1: 144,086 shares; 2026Q2: 151,624 shares 151,624 $9.81M 0.85% +7,538 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,371 shares; 2024Q4: 38,422 shares; 2025Q1: 39,613 shares; 2025Q2: 34,247 shares; 2025Q3: 37,005 shares; 2025Q4: 35,020 shares; 2026Q1: 47,191 shares; 2026Q2: 84,856 shares 84,856 $9.13M 0.79% +37,665 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,510 shares; 2024Q4: 23,905 shares; 2025Q1: 45,870 shares; 2025Q2: 51,821 shares; 2025Q3: 58,838 shares; 2025Q4: 154,878 shares; 2026Q1: 207,426 shares; 2026Q2: 215,130 shares 215,130 $9.12M 0.79% +7,704 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: 24,707 shares; 2024Q4: 30,950 shares; 2025Q1: 47,575 shares; 2025Q2: 44,467 shares; 2025Q3: 48,102 shares; 2025Q4: 52,802 shares; 2026Q1: 61,549 shares; 2026Q2: 72,006 shares 72,006 $8.98M 0.78% +10,457 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: 20,429 shares; 2024Q4: 23,189 shares; 2025Q1: 22,770 shares; 2025Q2: 22,935 shares; 2025Q3: 22,590 shares; 2025Q4: 22,189 shares; 2026Q1: 23,115 shares; 2026Q2: 23,392 shares 23,392 $8.73M 0.76% +277 Timeline AVES 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: 53,764 shares; 2024Q4: 56,498 shares; 2025Q1: 76,140 shares; 2025Q2: 78,104 shares; 2025Q3: 78,763 shares; 2025Q4: 87,457 shares; 2026Q1: 108,720 shares; 2026Q2: 132,338 shares 132,338 $8.68M 0.75% +23,618 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: 24,869 shares; 2024Q4: 24,109 shares; 2025Q1: 23,369 shares; 2025Q2: 21,727 shares; 2025Q3: 21,514 shares; 2025Q4: 207,999 shares; 2026Q1: 20,036 shares; 2026Q2: 20,254 shares 20,254 $8.52M 0.74% +218 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: 17,082 shares; 2024Q4: 17,032 shares; 2025Q1: 16,809 shares; 2025Q2: 16,804 shares; 2025Q3: 16,789 shares; 2025Q4: 16,780 shares; 2026Q1: 16,358 shares; 2026Q2: 16,404 shares 16,404 $8.21M 0.71% +46 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,591 shares; 2024Q4: 72,794 shares; 2025Q1: 92,769 shares; 2025Q2: 96,035 shares; 2025Q3: 101,242 shares; 2025Q4: 157,949 shares; 2026Q1: 93,900 shares; 2026Q2: 99,694 shares 99,694 $8.19M 0.71% +5,794 Timeline SPIB 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: 201,916 shares; 2026Q2: 237,891 shares 237,891 $7.96M 0.69% +35,975 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: 12,396 shares; 2024Q4: 11,873 shares; 2025Q1: 11,883 shares; 2025Q2: 11,883 shares; 2025Q3: 12,088 shares; 2025Q4: 11,526 shares; 2026Q1: 11,539 shares; 2026Q2: 10,222 shares 10,222 $7.8M 0.68% -1,317 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: 66,635 shares; 2024Q4: 65,793 shares; 2025Q1: 64,006 shares; 2025Q2: 58,790 shares; 2025Q3: 58,226 shares; 2025Q4: 49,475 shares; 2026Q1: 48,650 shares; 2026Q2: 48,901 shares 48,901 $7.73M 0.67% +251 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: 24,076 shares; 2024Q4: 23,848 shares; 2025Q1: 24,320 shares; 2025Q2: 25,049 shares; 2025Q3: 24,697 shares; 2025Q4: 23,306 shares; 2026Q1: 23,705 shares; 2026Q2: 94,784 shares 94,784 $7.64M 0.66% +71,079 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: 16,068 shares; 2024Q4: 16,068 shares; 2025Q1: 16,068 shares; 2025Q2: 16,058 shares; 2025Q3: 16,071 shares; 2025Q4: 15,923 shares; 2026Q1: 15,873 shares; 2026Q2: 15,963 shares 15,963 $7.62M 0.66% +90 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,582 shares; 2024Q4: not reported; 2025Q1: 23,292 shares; 2025Q2: 35,643 shares; 2025Q3: 39,567 shares; 2025Q4: 49,057 shares; 2026Q1: 55,099 shares; 2026Q2: 72,923 shares 72,923 $7.58M 0.66% +17,824 Timeline AIRR 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: 2,850 shares; 2025Q1: 44,855 shares; 2025Q2: 48,482 shares; 2025Q3: 52,306 shares; 2025Q4: 56,561 shares; 2026Q1: 55,568 shares; 2026Q2: 56,594 shares 56,594 $7.54M 0.65% +1,026 Timeline AVLV 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: 22,502 shares; 2024Q4: 23,825 shares; 2025Q1: 41,155 shares; 2025Q2: 38,307 shares; 2025Q3: 42,909 shares; 2025Q4: 52,442 shares; 2026Q1: 62,578 shares; 2026Q2: 78,358 shares 78,358 $7.15M 0.62% +15,780 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,248 shares; 2024Q4: 23,964 shares; 2025Q1: 21,852 shares; 2025Q2: 21,719 shares; 2025Q3: 21,519 shares; 2025Q4: 20,958 shares; 2026Q1: 20,888 shares; 2026Q2: 20,716 shares 20,716 $7.12M 0.62% -172 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,185 shares; 2024Q4: 150,523 shares; 2025Q1: 143,909 shares; 2025Q2: 143,904 shares; 2025Q3: 130,240 shares; 2025Q4: 126,459 shares; 2026Q1: 127,333 shares; 2026Q2: 129,281 shares 129,281 $6.95M 0.6% +1,948 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,330 shares; 2024Q4: 17,512 shares; 2025Q1: 27,498 shares; 2025Q2: 28,812 shares; 2025Q3: 29,902 shares; 2025Q4: 39,353 shares; 2026Q1: 49,032 shares; 2026Q2: 63,633 shares 63,633 $6.78M 0.59% +14,601 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,488 shares; 2024Q4: 172,493 shares; 2025Q1: 171,585 shares; 2025Q2: 168,108 shares; 2025Q3: 165,078 shares; 2025Q4: 161,532 shares; 2026Q1: 159,821 shares; 2026Q2: 157,674 shares 157,674 $6.41M 0.56% -2,147 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: 20,416 shares; 2024Q4: 20,363 shares; 2025Q1: 20,077 shares; 2025Q2: 19,267 shares; 2025Q3: 17,787 shares; 2025Q4: 17,842 shares; 2026Q1: 17,912 shares; 2026Q2: 17,578 shares 17,578 $6.28M 0.55% -334 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: 78,822 shares; 2024Q4: 79,199 shares; 2025Q1: 80,789 shares; 2025Q2: 84,983 shares; 2025Q3: 86,476 shares; 2025Q4: 81,751 shares; 2026Q1: 81,896 shares; 2026Q2: 81,697 shares 81,697 $6.19M 0.54% -199 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: 16,171 shares; 2024Q4: 15,941 shares; 2025Q1: 16,095 shares; 2025Q2: 17,495 shares; 2025Q3: 16,715 shares; 2025Q4: 16,935 shares; 2026Q1: 16,554 shares; 2026Q2: 16,097 shares 16,097 $5.69M 0.49% -457 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,732 shares; 2024Q4: 63,095 shares; 2025Q1: 62,802 shares; 2025Q2: 64,067 shares; 2025Q3: 63,657 shares; 2025Q4: 62,600 shares; 2026Q1: 66,479 shares; 2026Q2: 68,728 shares 68,728 $5.65M 0.49% +2,249 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,515 shares; 2024Q4: 47,003 shares; 2025Q1: 54,974 shares; 2025Q2: 53,525 shares; 2025Q3: 51,853 shares; 2025Q4: 54,765 shares; 2026Q1: 56,488 shares; 2026Q2: 61,148 shares 61,148 $5.6M 0.49% +4,660 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: 6,700 shares; 2024Q4: 6,700 shares; 2025Q1: 31,859 shares; 2025Q2: 30,569 shares; 2025Q3: 34,311 shares; 2025Q4: 40,949 shares; 2026Q1: 37,935 shares; 2026Q2: 42,323 shares 42,323 $5.57M 0.48% +4,388 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,769 shares; 2024Q4: 140,129 shares; 2025Q1: 138,891 shares; 2025Q2: 146,601 shares; 2025Q3: 110,339 shares; 2025Q4: 110,221 shares; 2026Q1: 108,408 shares; 2026Q2: 108,208 shares 108,208 $5.47M 0.48% -200 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,484 shares; 2024Q4: 19,505 shares; 2025Q1: 30,023 shares; 2025Q2: 34,483 shares; 2025Q3: 36,435 shares; 2025Q4: 40,226 shares; 2026Q1: 46,002 shares; 2026Q2: 52,960 shares 52,960 $5.46M 0.47% +6,958 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: 7,416 shares; 2024Q4: 7,311 shares; 2025Q1: 7,287 shares; 2025Q2: 7,452 shares; 2025Q3: 7,412 shares; 2025Q4: 8,843 shares; 2026Q1: 8,861 shares; 2026Q2: 8,836 shares 8,836 $4.98M 0.43% -25 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,854 shares; 2024Q4: 60,118 shares; 2025Q1: 57,618 shares; 2025Q2: 57,618 shares; 2025Q3: 56,602 shares; 2025Q4: 56,112 shares; 2026Q1: 55,426 shares; 2026Q2: 55,144 shares 55,144 $4.91M 0.43% -282 Timeline MLPA 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: 108,614 shares; 2024Q4: 108,114 shares; 2025Q1: 106,182 shares; 2025Q2: 103,636 shares; 2025Q3: 99,737 shares; 2025Q4: 99,187 shares; 2026Q1: 94,920 shares; 2026Q2: 91,846 shares 91,846 $4.88M 0.42% -3,074 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,588 shares; 2024Q4: 93,488 shares; 2025Q1: 92,638 shares; 2025Q2: 88,710 shares; 2025Q3: 87,001 shares; 2025Q4: 86,716 shares; 2026Q1: 85,960 shares; 2026Q2: 85,460 shares 85,460 $4.83M 0.42% -500 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,216 shares; 2024Q4: 56,840 shares; 2025Q1: 59,225 shares; 2025Q2: 56,656 shares; 2025Q3: 56,526 shares; 2025Q4: 56,526 shares; 2026Q1: 56,436 shares; 2026Q2: 55,580 shares 55,580 $4.58M 0.4% -856 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares; 2026Q2: 6 shares 6 $4.49M 0.39% 0 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 376,804 shares; 2024Q4: 359,868 shares; 2025Q1: 375,375 shares; 2025Q2: 371,261 shares; 2025Q3: 356,660 shares; 2025Q4: 361,456 shares; 2026Q1: 356,708 shares; 2026Q2: 207,003 shares 207,003 $4.28M 0.37% -149,705 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: 5,629 shares; 2024Q4: 5,624 shares; 2025Q1: 6,565 shares; 2025Q2: 5,990 shares; 2025Q3: 5,825 shares; 2025Q4: 5,930 shares; 2026Q1: 5,936 shares; 2026Q2: 5,751 shares 5,751 $4.24M 0.37% -185 Timeline SCHE 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: 124,805 shares; 2024Q4: 124,957 shares; 2025Q1: 119,107 shares; 2025Q2: 119,109 shares; 2025Q3: 118,765 shares; 2025Q4: 118,468 shares; 2026Q1: 116,984 shares; 2026Q2: 115,854 shares 115,854 $4.2M 0.36% -1,130 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: 6,603 shares; 2024Q4: 6,465 shares; 2025Q1: 6,468 shares; 2025Q2: 5,876 shares; 2025Q3: 4,776 shares; 2025Q4: 4,736 shares; 2026Q1: 5,319 shares; 2026Q2: 5,271 shares 5,271 $3.94M 0.34% -48 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,888 shares; 2024Q4: 60,522 shares; 2025Q1: 61,366 shares; 2025Q2: 61,923 shares; 2025Q3: 61,911 shares; 2025Q4: 64,477 shares; 2026Q1: 80,828 shares; 2026Q2: 87,389 shares 87,389 $3.62M 0.31% +6,561 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,225 shares; 2024Q4: 59,225 shares; 2025Q1: 58,225 shares; 2025Q2: 58,225 shares; 2025Q3: 58,225 shares; 2025Q4: 58,225 shares; 2026Q1: 57,745 shares; 2026Q2: 62,524 shares 62,524 $3.37M 0.29% +4,779 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: 49,263 shares; 2024Q4: 48,561 shares; 2025Q1: 40,026 shares; 2025Q2: 36,628 shares; 2025Q3: 35,760 shares; 2025Q4: 34,423 shares; 2026Q1: 34,949 shares; 2026Q2: 34,731 shares 34,731 $3.35M 0.29% -218 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,424 shares; 2024Q4: 17,404 shares; 2025Q1: 17,404 shares; 2025Q2: 17,859 shares; 2025Q3: 17,859 shares; 2025Q4: 17,422 shares; 2026Q1: 17,157 shares; 2026Q2: 16,749 shares 16,749 $3.31M 0.29% -408 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: 5,054 shares; 2024Q4: 6,494 shares; 2025Q1: 6,473 shares; 2025Q2: 6,429 shares; 2025Q3: 5,589 shares; 2025Q4: 6,353 shares; 2026Q1: 6,866 shares; 2026Q2: 5,232 shares 5,232 $3.04M 0.26% -1,634 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,884 shares; 2024Q4: 18,884 shares; 2025Q1: 18,884 shares; 2025Q2: 18,884 shares; 2025Q3: 18,884 shares; 2025Q4: 18,500 shares; 2026Q1: 18,500 shares; 2026Q2: 18,500 shares 18,500 $3.03M 0.26% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,397 shares; 2024Q4: 4,397 shares; 2025Q1: 4,397 shares; 2025Q2: 5,297 shares; 2025Q3: 5,272 shares; 2025Q4: 5,247 shares; 2026Q1: 5,247 shares; 2026Q2: 24,224 shares 24,224 $3.01M 0.26% +18,977 Timeline EWX 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: 27,045 shares; 2024Q4: 28,021 shares; 2025Q1: 25,045 shares; 2025Q2: 33,645 shares; 2025Q3: 33,455 shares; 2025Q4: 33,437 shares; 2026Q1: 40,367 shares; 2026Q2: 40,368 shares 40,368 $3M 0.26% +1 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: 18,802 shares; 2024Q4: 19,459 shares; 2025Q1: 19,459 shares; 2025Q2: 19,471 shares; 2025Q3: 19,495 shares; 2025Q4: 17,900 shares; 2026Q1: 17,902 shares; 2026Q2: 17,902 shares 17,902 $2.94M 0.26% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,711 shares; 2026Q1: 19,711 shares; 2026Q2: 19,546 shares 19,546 $2.83M 0.25% -165 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,545 shares; 2024Q4: 38,475 shares; 2025Q1: 37,323 shares; 2025Q2: 37,323 shares; 2025Q3: 36,623 shares; 2025Q4: 33,195 shares; 2026Q1: 31,627 shares; 2026Q2: 31,033 shares 31,033 $2.77M 0.24% -594 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: 44,119 shares; 2024Q4: 38,203 shares; 2025Q1: 38,515 shares; 2025Q2: 38,807 shares; 2025Q3: 38,282 shares; 2025Q4: 37,177 shares; 2026Q1: 44,464 shares; 2026Q2: 46,199 shares 46,199 $2.76M 0.24% +1,735 Timeline AMLP 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: 53,370 shares; 2024Q4: 53,370 shares; 2025Q1: 52,021 shares; 2025Q2: 52,021 shares; 2025Q3: 52,021 shares; 2025Q4: 52,021 shares; 2026Q1: 52,482 shares; 2026Q2: 52,296 shares 52,296 $2.71M 0.24% -186 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: 22,229 shares; 2024Q4: 22,232 shares; 2025Q1: 25,282 shares; 2025Q2: 25,204 shares; 2025Q3: 25,019 shares; 2025Q4: 25,759 shares; 2026Q1: 28,401 shares; 2026Q2: 29,324 shares 29,324 $2.58M 0.22% +923 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: 24,763 shares; 2024Q4: 24,281 shares; 2025Q1: 25,381 shares; 2025Q2: 24,374 shares; 2025Q3: 24,374 shares; 2025Q4: 24,030 shares; 2026Q1: 23,998 shares; 2026Q2: 26,572 shares 26,572 $2.57M 0.22% +2,574 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,650 shares; 2024Q4: 15,650 shares; 2025Q1: 15,883 shares; 2025Q2: 15,883 shares; 2025Q3: 15,883 shares; 2025Q4: 15,183 shares; 2026Q1: 14,670 shares; 2026Q2: 14,670 shares 14,670 $2.29M 0.2% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,248 shares; 2025Q1: 4,209 shares; 2025Q2: 4,393 shares; 2025Q3: 4,615 shares; 2025Q4: 7,777 shares; 2026Q1: 8,277 shares; 2026Q2: 10,079 shares 10,079 $2.25M 0.2% +1,802 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,145 shares; 2024Q4: 29,797 shares; 2025Q1: 24,489 shares; 2025Q2: 26,210 shares; 2025Q3: 27,514 shares; 2025Q4: 26,056 shares; 2026Q1: 23,774 shares; 2026Q2: 23,370 shares 23,370 $2.23M 0.19% -404 Timeline DFAT 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: 37,346 shares; 2024Q4: 38,556 shares; 2025Q1: 38,556 shares; 2025Q2: 35,159 shares; 2025Q3: 32,636 shares; 2025Q4: 32,636 shares; 2026Q1: 32,591 shares; 2026Q2: 31,915 shares 31,915 $2.23M 0.19% -676 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,506 shares; 2024Q4: 10,356 shares; 2025Q1: 10,241 shares; 2025Q2: 10,241 shares; 2025Q3: 9,957 shares; 2025Q4: 8,945 shares; 2026Q1: 8,598 shares; 2026Q2: 8,172 shares 8,172 $2.21M 0.19% -426 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,387 shares; 2025Q1: 23,098 shares; 2025Q2: 27,836 shares; 2025Q3: 29,551 shares; 2025Q4: 41,301 shares; 2026Q1: 45,509 shares; 2026Q2: 57,846 shares 57,846 $2.2M 0.19% +12,337 Timeline MOAT 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: 38,325 shares; 2024Q4: 38,325 shares; 2025Q1: 22,445 shares; 2025Q2: 22,445 shares; 2025Q3: 22,445 shares; 2025Q4: 19,535 shares; 2026Q1: 19,535 shares; 2026Q2: 19,535 shares 19,535 $2.03M 0.18% 0 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,898 shares; 2025Q1: 9,256 shares; 2025Q2: 12,785 shares; 2025Q3: 13,293 shares; 2025Q4: 16,514 shares; 2026Q1: 21,335 shares; 2026Q2: 28,679 shares 28,679 $1.95M 0.17% +7,344 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: 8,514 shares; 2024Q4: 8,490 shares; 2025Q1: 8,474 shares; 2025Q2: 8,548 shares; 2025Q3: 7,889 shares; 2025Q4: 8,276 shares; 2026Q1: 8,112 shares; 2026Q2: 7,564 shares 7,564 $1.92M 0.17% -548 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: 7,434 shares; 2024Q4: 6,568 shares; 2025Q1: 6,568 shares; 2025Q2: 6,568 shares; 2025Q3: 6,475 shares; 2025Q4: 6,689 shares; 2026Q1: 6,807 shares; 2026Q2: 6,820 shares 6,820 $1.92M 0.17% +13 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: 2,879 shares; 2024Q4: 2,919 shares; 2025Q1: 2,994 shares; 2025Q2: 2,750 shares; 2025Q3: 2,829 shares; 2025Q4: 2,847 shares; 2026Q1: 2,734 shares; 2026Q2: 2,785 shares 2,785 $1.91M 0.17% +51 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: 1,810 shares; 2024Q4: 1,815 shares; 2025Q1: 1,829 shares; 2025Q2: 2,018 shares; 2025Q3: 2,020 shares; 2025Q4: 2,001 shares; 2026Q1: 2,020 shares; 2026Q2: 2,038 shares 2,038 $1.91M 0.17% +18 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: 15,400 shares; 2024Q4: 15,000 shares; 2025Q1: 15,465 shares; 2025Q2: 15,569 shares; 2025Q3: 15,665 shares; 2025Q4: 14,737 shares; 2026Q1: 14,666 shares; 2026Q2: 14,746 shares 14,746 $1.89M 0.16% +80 Timeline SCHH 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: 126,058 shares; 2024Q4: 129,179 shares; 2025Q1: 95,052 shares; 2025Q2: 93,169 shares; 2025Q3: 93,151 shares; 2025Q4: 87,647 shares; 2026Q1: 87,049 shares; 2026Q2: 78,649 shares 78,649 $1.86M 0.16% -8,400 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,740 shares; 2024Q4: 4,189 shares; 2025Q1: 4,204 shares; 2025Q2: 4,291 shares; 2025Q3: 5,051 shares; 2025Q4: 4,898 shares; 2026Q1: 4,918 shares; 2026Q2: 4,936 shares 4,936 $1.82M 0.16% +18 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: 7,075 shares; 2024Q4: 7,340 shares; 2025Q1: 7,033 shares; 2025Q2: 7,033 shares; 2025Q3: 6,983 shares; 2025Q4: 7,686 shares; 2026Q1: 7,570 shares; 2026Q2: 5,894 shares 5,894 $1.76M 0.15% -1,676 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: 5,779 shares; 2024Q4: 5,770 shares; 2025Q1: 5,701 shares; 2025Q2: 5,894 shares; 2025Q3: 5,880 shares; 2025Q4: 5,880 shares; 2026Q1: 5,924 shares; 2026Q2: 5,744 shares 5,744 $1.74M 0.15% -180 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: 2,832 shares; 2024Q4: 2,882 shares; 2025Q1: 4,615 shares; 2025Q2: 4,785 shares; 2025Q3: 3,359 shares; 2025Q4: 4,128 shares; 2026Q1: 4,214 shares; 2026Q2: 4,531 shares 4,531 $1.71M 0.15% +317 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,809 shares; 2024Q4: 36,735 shares; 2025Q1: 36,535 shares; 2025Q2: 37,485 shares; 2025Q3: 38,920 shares; 2025Q4: 44,320 shares; 2026Q1: 47,547 shares; 2026Q2: 46,553 shares 46,553 $1.71M 0.15% -994 Timeline VCIT 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: 48,378 shares; 2024Q4: 48,950 shares; 2025Q1: 42,816 shares; 2025Q2: 34,703 shares; 2025Q3: 33,972 shares; 2025Q4: 30,321 shares; 2026Q1: 24,506 shares; 2026Q2: 19,725 shares 19,725 $1.63M 0.14% -4,781 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,577 shares; 2024Q4: 17,577 shares; 2025Q1: 17,069 shares; 2025Q2: 17,369 shares; 2025Q3: 16,223 shares; 2025Q4: 16,223 shares; 2026Q1: 16,223 shares; 2026Q2: 16,223 shares 16,223 $1.56M 0.14% 0 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: 23,685 shares; 2024Q4: 24,735 shares; 2025Q1: 23,284 shares; 2025Q2: 23,088 shares; 2025Q3: 23,148 shares; 2025Q4: 19,435 shares; 2026Q1: 18,150 shares; 2026Q2: 17,552 shares 17,552 $1.54M 0.13% -598 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: 7,364 shares; 2024Q4: 7,567 shares; 2025Q1: 7,585 shares; 2025Q2: 6,722 shares; 2025Q3: 6,334 shares; 2025Q4: 6,303 shares; 2026Q1: 6,246 shares; 2026Q2: 6,213 shares 6,213 $1.53M 0.13% -33 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: 4,244 shares; 2024Q4: 5,840 shares; 2025Q1: 13,738 shares; 2025Q2: 16,169 shares; 2025Q3: 16,900 shares; 2025Q4: 20,307 shares; 2026Q1: 21,025 shares; 2026Q2: 24,172 shares 24,172 $1.5M 0.13% +3,147 Timeline IYF 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: 4,995 shares; 2025Q3: 4,995 shares; 2025Q4: 4,995 shares; 2026Q1: 10,984 shares; 2026Q2: 10,984 shares 10,984 $1.4M 0.12% 0 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: 42,717 shares; 2024Q4: 43,734 shares; 2025Q1: 43,852 shares; 2025Q2: 46,475 shares; 2025Q3: 48,055 shares; 2025Q4: 61,755 shares; 2026Q1: 72,085 shares; 2026Q2: 72,645 shares 72,645 $1.39M 0.12% +560 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,414 shares; 2024Q4: 14,414 shares; 2025Q1: 11,914 shares; 2025Q2: 11,914 shares; 2025Q3: 11,914 shares; 2025Q4: 11,767 shares; 2026Q1: 11,767 shares; 2026Q2: 13,367 shares 13,367 $1.37M 0.12% +1,600 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: 13,437 shares; 2024Q4: 13,837 shares; 2025Q1: 13,352 shares; 2025Q2: 13,152 shares; 2025Q3: 13,202 shares; 2025Q4: 12,117 shares; 2026Q1: 11,917 shares; 2026Q2: 11,498 shares 11,498 $1.35M 0.12% -419 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,940 shares; 2024Q4: 10,090 shares; 2025Q1: 10,090 shares; 2025Q2: 16,159 shares; 2025Q3: 16,159 shares; 2025Q4: 16,159 shares; 2026Q1: 21,559 shares; 2026Q2: 21,359 shares 21,359 $1.35M 0.12% -200 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: 7,054 shares; 2024Q4: 7,654 shares; 2025Q1: 61,781 shares; 2025Q2: 71,807 shares; 2025Q3: 88,785 shares; 2025Q4: 194,237 shares; 2026Q1: 47,290 shares; 2026Q2: 42,941 shares 42,941 $1.29M 0.11% -4,349 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: 2,708 shares; 2024Q4: 2,708 shares; 2025Q1: 3,162 shares; 2025Q2: 3,612 shares; 2025Q3: 3,912 shares; 2025Q4: 4,034 shares; 2026Q1: 3,974 shares; 2026Q2: 3,916 shares 3,916 $1.28M 0.11% -58 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,693 shares; 2024Q4: 30,888 shares; 2025Q1: 30,782 shares; 2025Q2: 32,424 shares; 2025Q3: 33,768 shares; 2025Q4: 31,537 shares; 2026Q1: 35,187 shares; 2026Q2: 34,589 shares 34,589 $1.28M 0.11% -598 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,430 shares; 2024Q4: 7,430 shares; 2025Q1: 7,430 shares; 2025Q2: 7,430 shares; 2025Q3: 7,430 shares; 2025Q4: 7,430 shares; 2026Q1: 7,430 shares; 2026Q2: 7,430 shares 7,430 $1.25M 0.11% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,137 shares; 2026Q1: 1,117 shares; 2026Q2: 1,082 shares 1,082 $1.25M 0.11% -35 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: 2,356 shares; 2024Q4: 2,376 shares; 2025Q1: 2,356 shares; 2025Q2: 2,356 shares; 2025Q3: 2,356 shares; 2025Q4: 2,356 shares; 2026Q1: 2,356 shares; 2026Q2: 2,399 shares 2,399 $1.23M 0.11% +43 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,962 shares; 2024Q4: 21,962 shares; 2025Q1: 21,962 shares; 2025Q2: 21,962 shares; 2025Q3: 21,962 shares; 2025Q4: 21,962 shares; 2026Q1: 21,962 shares; 2026Q2: 21,962 shares 21,962 $1.23M 0.11% 0 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: 34,410 shares; 2024Q4: 31,410 shares; 2025Q1: 29,630 shares; 2025Q2: 29,630 shares; 2025Q3: 29,795 shares; 2025Q4: 27,545 shares; 2026Q1: 26,274 shares; 2026Q2: 25,018 shares 25,018 $1.19M 0.1% -1,256 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,092 shares; 2024Q4: 16,942 shares; 2025Q1: 16,492 shares; 2025Q2: 15,992 shares; 2025Q3: 15,992 shares; 2025Q4: 15,492 shares; 2026Q1: 15,492 shares; 2026Q2: 15,504 shares 15,504 $1.17M 0.1% +12 Timeline PSCT 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: 21,711 shares; 2024Q4: 19,311 shares; 2025Q1: 15,586 shares; 2025Q2: 14,359 shares; 2025Q3: 14,584 shares; 2025Q4: 14,358 shares; 2026Q1: 14,158 shares; 2026Q2: 12,558 shares 12,558 $1.16M 0.1% -1,600 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,848 shares; 2024Q4: 2,848 shares; 2025Q1: 3,397 shares; 2025Q2: 3,397 shares; 2025Q3: 3,397 shares; 2025Q4: 3,397 shares; 2026Q1: 3,397 shares; 2026Q2: 4,686 shares 4,686 $1.14M 0.1% +1,289 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,576 shares; 2024Q4: 4,576 shares; 2025Q1: 5,158 shares; 2025Q2: 5,279 shares; 2025Q3: 5,589 shares; 2025Q4: 5,589 shares; 2026Q1: 5,279 shares; 2026Q2: 5,279 shares 5,279 $1.12M 0.1% 0 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: 6,885 shares; 2024Q4: 6,868 shares; 2025Q1: 7,106 shares; 2025Q2: 7,806 shares; 2025Q3: 8,021 shares; 2025Q4: 10,112 shares; 2026Q1: 10,046 shares; 2026Q2: 9,211 shares 9,211 $1.08M 0.09% -835 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,837 shares; 2024Q4: 42,137 shares; 2025Q1: 42,137 shares; 2025Q2: 42,517 shares; 2025Q3: 44,957 shares; 2025Q4: 47,803 shares; 2026Q1: 46,667 shares; 2026Q2: 46,667 shares 46,667 $1.07M 0.09% 0 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares; 2026Q2: 25,000 shares 25,000 $1.06M 0.09% 0 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: 1,461 shares; 2024Q4: 1,451 shares; 2025Q1: 1,438 shares; 2025Q2: 5,032 shares; 2025Q3: 5,032 shares; 2025Q4: 4,741 shares; 2026Q1: 4,733 shares; 2026Q2: 4,733 shares 4,733 $1.05M 0.09% 0 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: 32,634 shares; 2024Q4: 14,967 shares; 2025Q1: 14,735 shares; 2025Q2: not reported; 2025Q3: 7,560 shares; 2025Q4: 6,391 shares; 2026Q1: 6,630 shares; 2026Q2: 7,437 shares 7,437 $1.04M 0.09% +807 Timeline PPA 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: 5,718 shares; 2024Q4: 5,718 shares; 2025Q1: 5,718 shares; 2025Q2: 5,718 shares; 2025Q3: 5,718 shares; 2025Q4: 5,718 shares; 2026Q1: 5,698 shares; 2026Q2: 5,698 shares 5,698 $1.01M 0.09% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,018 shares; 2024Q4: 1,018 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,928 shares 2,928 $998K 0.09% new 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: 3,171 shares; 2024Q4: 3,162 shares; 2025Q1: 3,257 shares; 2025Q2: 3,126 shares; 2025Q3: 3,096 shares; 2025Q4: 3,016 shares; 2026Q1: 2,891 shares; 2026Q2: 2,816 shares 2,816 $993K 0.09% -75 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,207 shares; 2024Q4: 9,627 shares; 2025Q1: 10,026 shares; 2025Q2: 10,721 shares; 2025Q3: 11,491 shares; 2025Q4: 16,341 shares; 2026Q1: 17,616 shares; 2026Q2: 17,616 shares 17,616 $992K 0.09% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,720 shares; 2024Q4: 2,680 shares; 2025Q1: 2,120 shares; 2025Q2: 2,120 shares; 2025Q3: 2,120 shares; 2025Q4: 1,965 shares; 2026Q1: 1,965 shares; 2026Q2: 1,971 shares 1,971 $976K 0.08% +6 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN 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: 79,954 shares 79,954 $969K 0.08% new 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: 4,995 shares; 2024Q4: 4,955 shares; 2025Q1: 4,847 shares; 2025Q2: 4,727 shares; 2025Q3: 5,163 shares; 2025Q4: 5,146 shares; 2026Q1: 5,101 shares; 2026Q2: 5,020 shares 5,020 $952K 0.08% -81 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,693 shares; 2024Q4: 11,693 shares; 2025Q1: 11,693 shares; 2025Q2: 11,693 shares; 2025Q3: 11,693 shares; 2025Q4: 11,693 shares; 2026Q1: 11,608 shares; 2026Q2: 12,138 shares 12,138 $935K 0.08% +530 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: 40,507 shares; 2024Q4: 40,553 shares; 2025Q1: 47,542 shares; 2025Q2: 48,144 shares; 2025Q3: 48,144 shares; 2025Q4: 37,790 shares; 2026Q1: 37,307 shares; 2026Q2: 33,260 shares 33,260 $921K 0.08% -4,047 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: 3,012 shares; 2024Q4: 3,229 shares; 2025Q1: 5,953 shares; 2025Q2: 5,172 shares; 2025Q3: 2,842 shares; 2025Q4: 3,135 shares; 2026Q1: 3,220 shares; 2026Q2: 3,020 shares 3,020 $907K 0.08% -200 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,835 shares; 2024Q4: 37,239 shares; 2025Q1: 55,241 shares; 2025Q2: 71,513 shares; 2025Q3: 77,864 shares; 2025Q4: 113,452 shares; 2026Q1: 9,699 shares; 2026Q2: 8,830 shares 8,830 $902K 0.08% -869 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM 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: 63,026 shares 63,026 $902K 0.08% new 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: 32,410 shares; 2024Q4: 33,065 shares; 2025Q1: 33,645 shares; 2025Q2: 33,618 shares; 2025Q3: 33,645 shares; 2025Q4: 30,426 shares; 2026Q1: 32,251 shares; 2026Q2: 30,598 shares 30,598 $900K 0.08% -1,653 Timeline FCAL 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,103 shares 18,103 $899K 0.08% new Timeline BNO UNITED STS BRENT OIL FD LP More: the full row for UNITED STS BRENT OIL FD LP 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: 22,000 shares 22,000 $895K 0.08% new 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: 13,268 shares; 2024Q4: 13,268 shares; 2025Q1: 13,268 shares; 2025Q2: 12,968 shares; 2025Q3: 12,968 shares; 2025Q4: 12,968 shares; 2026Q1: 12,968 shares; 2026Q2: 12,968 shares 12,968 $887K 0.08% 0 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,300 shares; 2024Q4: 6,300 shares; 2025Q1: 12,450 shares; 2025Q2: 12,457 shares; 2025Q3: 13,314 shares; 2025Q4: 13,668 shares; 2026Q1: 14,845 shares; 2026Q2: 14,845 shares 14,845 $886K 0.08% 0 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,559 shares; 2024Q4: 33,563 shares; 2025Q1: 33,397 shares; 2025Q2: 33,399 shares; 2025Q3: 24,212 shares; 2025Q4: 24,213 shares; 2026Q1: 26,624 shares; 2026Q2: 26,625 shares 26,625 $858K 0.07% +1 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: 739 shares; 2024Q4: 727 shares; 2025Q1: 708 shares; 2025Q2: 722 shares; 2025Q3: 722 shares; 2025Q4: 8,096 shares; 2026Q1: 11,466 shares; 2026Q2: 11,976 shares 11,976 $855K 0.07% +510 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,469 shares; 2024Q4: 5,535 shares; 2025Q1: 5,483 shares; 2025Q2: 5,402 shares; 2025Q3: 5,402 shares; 2025Q4: 5,322 shares; 2026Q1: 5,396 shares; 2026Q2: 5,239 shares 5,239 $797K 0.07% -157 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,525 shares; 2024Q4: 1,525 shares; 2025Q1: 1,440 shares; 2025Q2: 1,263 shares; 2025Q3: 1,263 shares; 2025Q4: 1,175 shares; 2026Q1: 1,175 shares; 2026Q2: 1,116 shares 1,116 $785K 0.07% -59 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: not reported; 2025Q1: not reported; 2025Q2: 10,029 shares; 2025Q3: 10,029 shares; 2025Q4: 10,029 shares; 2026Q1: 14,256 shares; 2026Q2: 14,256 shares 14,256 $764K 0.07% 0 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: 5,040 shares; 2024Q4: 5,204 shares; 2025Q1: 8,079 shares; 2025Q2: 5,439 shares; 2025Q3: 6,039 shares; 2025Q4: 6,659 shares; 2026Q1: 7,019 shares; 2026Q2: 6,498 shares 6,498 $758K 0.07% -521 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares; 2026Q2: 9,000 shares 9,000 $748K 0.06% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,260 shares; 2024Q4: 9,261 shares; 2025Q1: 9,262 shares; 2025Q2: 9,264 shares; 2025Q3: 9,191 shares; 2025Q4: 12,591 shares; 2026Q1: 13,191 shares; 2026Q2: 13,191 shares 13,191 $745K 0.06% 0 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: 1,253 shares; 2024Q4: 2,458 shares; 2025Q1: 2,458 shares; 2025Q2: 1,136 shares; 2025Q3: 1,146 shares; 2025Q4: 2,346 shares; 2026Q1: 2,126 shares; 2026Q2: 2,183 shares 2,183 $744K 0.06% +57 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: 3,449 shares; 2024Q4: 3,449 shares; 2025Q1: 3,351 shares; 2025Q2: 3,351 shares; 2025Q3: 3,351 shares; 2025Q4: 2,966 shares; 2026Q1: 2,840 shares; 2026Q2: 2,733 shares 2,733 $743K 0.06% -107 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,136 shares; 2024Q4: 4,666 shares; 2025Q1: 4,676 shares; 2025Q2: 4,676 shares; 2025Q3: 4,676 shares; 2025Q4: 4,476 shares; 2026Q1: 4,423 shares; 2026Q2: 4,457 shares 4,457 $743K 0.06% +34 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,930 shares; 2024Q4: 5,880 shares; 2025Q1: 5,080 shares; 2025Q2: 5,205 shares; 2025Q3: 4,933 shares; 2025Q4: 4,833 shares; 2026Q1: 4,733 shares; 2026Q2: 4,733 shares 4,733 $742K 0.06% 0 Timeline XLRE 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: 19,573 shares; 2024Q4: 24,729 shares; 2025Q1: 20,147 shares; 2025Q2: 18,103 shares; 2025Q3: 18,152 shares; 2025Q4: 15,285 shares; 2026Q1: 16,257 shares; 2026Q2: 16,313 shares 16,313 $718K 0.06% +56 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,720 shares; 2024Q4: 10,832 shares; 2025Q1: 10,740 shares; 2025Q2: 10,740 shares; 2025Q3: 11,140 shares; 2025Q4: 11,140 shares; 2026Q1: 11,140 shares; 2026Q2: 12,531 shares 12,531 $714K 0.06% +1,391 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,233 shares; 2025Q3: 6,233 shares; 2025Q4: 6,233 shares; 2026Q1: 6,233 shares; 2026Q2: 6,233 shares 6,233 $687K 0.06% 0 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: 730 shares; 2024Q4: 730 shares; 2025Q1: 721 shares; 2025Q2: 761 shares; 2025Q3: 761 shares; 2025Q4: 737 shares; 2026Q1: 647 shares; 2026Q2: 631 shares 631 $672K 0.06% -16 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,070 shares; 2024Q4: 3,370 shares; 2025Q1: 3,170 shares; 2025Q2: 3,170 shares; 2025Q3: 2,945 shares; 2025Q4: 2,945 shares; 2026Q1: 2,945 shares; 2026Q2: 2,945 shares 2,945 $657K 0.06% 0 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: 939 shares; 2024Q4: 948 shares; 2025Q1: 892 shares; 2025Q2: 808 shares; 2025Q3: 2,008 shares; 2025Q4: 2,027 shares; 2026Q1: 1,652 shares; 2026Q2: 1,578 shares 1,578 $656K 0.06% -74 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: 1,000 shares; 2024Q4: 980 shares; 2025Q1: 1,272 shares; 2025Q2: 1,272 shares; 2025Q3: 1,272 shares; 2025Q4: 1,272 shares; 2026Q1: 1,278 shares; 2026Q2: 7,600 shares 7,600 $655K 0.06% +6,322 Timeline VYMI 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: 7,235 shares; 2024Q4: 7,235 shares; 2025Q1: 6,867 shares; 2025Q2: 6,628 shares; 2025Q3: 6,628 shares; 2025Q4: 6,628 shares; 2026Q1: 6,628 shares; 2026Q2: 6,628 shares 6,628 $651K 0.06% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,898 shares; 2024Q4: 26,223 shares; 2025Q1: 26,817 shares; 2025Q2: 26,668 shares; 2025Q3: 26,768 shares; 2025Q4: 26,130 shares; 2026Q1: 26,509 shares; 2026Q2: 26,601 shares 26,601 $641K 0.06% +92 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: 2,433 shares; 2024Q4: 2,467 shares; 2025Q1: 2,484 shares; 2025Q2: 2,485 shares; 2025Q3: 2,485 shares; 2025Q4: 2,486 shares; 2026Q1: 2,476 shares; 2026Q2: 2,524 shares 2,524 $635K 0.06% +48 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: 2,101 shares; 2024Q4: 2,101 shares; 2025Q1: not reported; 2025Q2: 1,199 shares; 2025Q3: 1,199 shares; 2025Q4: 1,199 shares; 2026Q1: 1,199 shares; 2026Q2: 874 shares 874 $632K 0.05% -325 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,400 shares 1,400 $613K 0.05% -100 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,310 shares; 2026Q2: 6,019 shares 6,019 $598K 0.05% +2,709 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: 53,137 shares; 2024Q4: 56,762 shares; 2025Q1: 50,815 shares; 2025Q2: 35,312 shares; 2025Q3: 32,984 shares; 2025Q4: 24,695 shares; 2026Q1: 8,661 shares; 2026Q2: 8,139 shares 8,139 $597K 0.05% -522 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,831 shares; 2024Q4: 1,959 shares; 2025Q1: 2,762 shares; 2025Q2: 2,484 shares; 2025Q3: 2,444 shares; 2025Q4: 2,411 shares; 2026Q1: 2,404 shares; 2026Q2: 2,404 shares 2,404 $584K 0.05% 0 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: 2,660 shares; 2024Q4: 2,676 shares; 2025Q1: 2,874 shares; 2025Q2: 2,934 shares; 2025Q3: 2,899 shares; 2025Q4: 3,131 shares; 2026Q1: 2,341 shares; 2026Q2: 2,132 shares 2,132 $576K 0.05% -209 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,531 shares; 2024Q4: 10,534 shares; 2025Q1: 10,535 shares; 2025Q2: 10,537 shares; 2025Q3: 10,718 shares; 2025Q4: 10,535 shares; 2026Q1: 15,576 shares; 2026Q2: 15,866 shares 15,866 $573K 0.05% +290 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,266 shares; 2025Q3: 11,696 shares; 2025Q4: 19,296 shares; 2026Q1: 25,659 shares; 2026Q2: 25,659 shares 25,659 $571K 0.05% 0 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: 1,665 shares; 2024Q4: 1,637 shares; 2025Q1: 1,663 shares; 2025Q2: 1,663 shares; 2025Q3: 1,628 shares; 2025Q4: 1,621 shares; 2026Q1: 1,621 shares; 2026Q2: 1,650 shares 1,650 $566K 0.05% +29 Timeline EWC 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: 9,065 shares 9,065 $523K 0.05% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,598 shares; 2024Q4: 3,730 shares; 2025Q1: 3,717 shares; 2025Q2: 3,851 shares; 2025Q3: 3,852 shares; 2025Q4: 3,834 shares; 2026Q1: 3,622 shares; 2026Q2: 3,500 shares 3,500 $519K 0.05% -122 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,617 shares; 2024Q4: 47,421 shares; 2025Q1: 45,852 shares; 2025Q2: 41,192 shares; 2025Q3: 39,219 shares; 2025Q4: 35,727 shares; 2026Q1: 9,497 shares; 2026Q2: 10,117 shares 10,117 $516K 0.04% +620 Timeline PSCH 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: 19,560 shares; 2024Q4: 19,310 shares; 2025Q1: 14,560 shares; 2025Q2: 14,409 shares; 2025Q3: 11,689 shares; 2025Q4: 10,840 shares; 2026Q1: 10,690 shares; 2026Q2: 9,441 shares 9,441 $494K 0.04% -1,249 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 483 shares; 2024Q4: 483 shares; 2025Q1: 498 shares; 2025Q2: 498 shares; 2025Q3: 498 shares; 2025Q4: 498 shares; 2026Q1: 498 shares; 2026Q2: 498 shares 498 $487K 0.04% 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: 21,668 shares; 2024Q4: 23,668 shares; 2025Q1: 23,468 shares; 2025Q2: 23,768 shares; 2025Q3: 23,968 shares; 2025Q4: 23,719 shares; 2026Q1: 23,719 shares; 2026Q2: 23,417 shares 23,417 $485K 0.04% -302 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,854 shares; 2025Q2: 6,744 shares; 2025Q3: 7,179 shares; 2025Q4: 7,179 shares; 2026Q1: 7,312 shares; 2026Q2: 6,369 shares 6,369 $481K 0.04% -943 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,880 shares; 2024Q4: 21,930 shares; 2025Q1: 17,750 shares; 2025Q2: 15,950 shares; 2025Q3: 13,600 shares; 2025Q4: 14,100 shares; 2026Q1: 10,714 shares; 2026Q2: 11,214 shares 11,214 $480K 0.04% +500 Timeline UHAL-B U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY 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: 8,287 shares 8,287 $478K 0.04% new 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: 5,528 shares; 2024Q4: 6,529 shares; 2025Q1: 6,180 shares; 2025Q2: 6,580 shares; 2025Q3: 6,616 shares; 2025Q4: 6,017 shares; 2026Q1: 5,867 shares; 2026Q2: 5,827 shares 5,827 $474K 0.04% -40 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,520 shares; 2024Q4: 10,270 shares; 2025Q1: 12,370 shares; 2025Q2: 12,370 shares; 2025Q3: 12,370 shares; 2025Q4: 12,370 shares; 2026Q1: 12,370 shares; 2026Q2: 12,370 shares 12,370 $473K 0.04% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,009 shares; 2026Q2: 1,080 shares 1,080 $468K 0.04% +71 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: 867 shares; 2024Q4: 868 shares; 2025Q1: 966 shares; 2025Q2: 967 shares; 2025Q3: 969 shares; 2025Q4: 1,326 shares; 2026Q1: 1,264 shares; 2026Q2: 1,284 shares 1,284 $465K 0.04% +20 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,461 shares; 2024Q4: 2,679 shares; 2025Q1: 2,687 shares; 2025Q2: 2,676 shares; 2025Q3: 2,676 shares; 2025Q4: 2,652 shares; 2026Q1: 2,580 shares; 2026Q2: 3,123 shares 3,123 $457K 0.04% +543 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,206 shares; 2025Q1: 8,222 shares; 2025Q2: 11,524 shares; 2025Q3: 11,526 shares; 2025Q4: 18,510 shares; 2026Q1: 18,038 shares; 2026Q2: 6,351 shares 6,351 $457K 0.04% -11,687 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,583 shares; 2024Q4: 3,166 shares; 2025Q1: 2,806 shares; 2025Q2: 2,797 shares; 2025Q3: 2,797 shares; 2025Q4: 2,525 shares; 2026Q1: 2,486 shares; 2026Q2: 2,746 shares 2,746 $452K 0.04% +260 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,644 shares; 2024Q4: 18,176 shares; 2025Q1: 15,113 shares; 2025Q2: 13,790 shares; 2025Q3: 13,797 shares; 2025Q4: 10,536 shares; 2026Q1: 4,552 shares; 2026Q2: 4,552 shares 4,552 $451K 0.04% 0 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: 5,663 shares; 2024Q4: 5,751 shares; 2025Q1: 6,151 shares; 2025Q2: 5,751 shares; 2025Q3: 5,851 shares; 2025Q4: 5,663 shares; 2026Q1: 5,663 shares; 2026Q2: 5,375 shares 5,375 $444K 0.04% -288 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,270 shares; 2025Q3: 3,270 shares; 2025Q4: 3,270 shares; 2026Q1: 3,270 shares; 2026Q2: 4,313 shares 4,313 $441K 0.04% +1,043 Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,768 shares; 2024Q4: 4,068 shares; 2025Q1: not reported; 2025Q2: 5,808 shares; 2025Q3: 5,808 shares; 2025Q4: 5,808 shares; 2026Q1: 5,808 shares; 2026Q2: 5,808 shares 5,808 $441K 0.04% 0 Timeline MORT 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: 37,000 shares; 2025Q1: 41,020 shares; 2025Q2: 41,020 shares; 2025Q3: 41,020 shares; 2025Q4: 56,956 shares; 2026Q1: 57,876 shares; 2026Q2: 41,940 shares 41,940 $434K 0.04% -15,936 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares; 2026Q1: 10,500 shares; 2026Q2: 10,500 shares 10,500 $427K 0.04% 0 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: 826 shares; 2024Q4: 826 shares; 2025Q1: 882 shares; 2025Q2: 882 shares; 2025Q3: 682 shares; 2025Q4: 927 shares; 2026Q1: 827 shares; 2026Q2: 831 shares 831 $423K 0.04% +4 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: not reported; 2025Q3: not reported; 2025Q4: 246 shares; 2026Q1: 246 shares; 2026Q2: 418 shares 418 $423K 0.04% +172 Timeline VICR VICOR CORP More: the full row for VICOR 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: 1,084 shares 1,084 $412K 0.04% new 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: not reported; 2025Q1: 5,228 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: not reported; 2026Q1: 6,180 shares; 2026Q2: 6,591 shares 6,591 $401K 0.03% +411 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: 21,897 shares; 2024Q4: 22,247 shares; 2025Q1: 21,079 shares; 2025Q2: 15,034 shares; 2025Q3: 15,034 shares; 2025Q4: 13,298 shares; 2026Q1: 12,570 shares; 2026Q2: 12,570 shares 12,570 $399K 0.03% 0 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: 3,382 shares; 2024Q4: 3,382 shares; 2025Q1: 3,372 shares; 2025Q2: 3,372 shares; 2025Q3: 3,492 shares; 2025Q4: 2,982 shares; 2026Q1: 2,857 shares; 2026Q2: 2,753 shares 2,753 $394K 0.03% -104 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: 3,641 shares; 2024Q4: 3,641 shares; 2025Q1: 3,886 shares; 2025Q2: 3,886 shares; 2025Q3: 3,886 shares; 2025Q4: 3,886 shares; 2026Q1: 5,209 shares; 2026Q2: 6,412 shares 6,412 $394K 0.03% +1,203 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,536 shares; 2026Q1: 8,926 shares; 2026Q2: 8,926 shares 8,926 $391K 0.03% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: not reported; 2026Q2: 600 shares 600 $384K 0.03% 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: not reported; 2025Q3: 1,498 shares; 2025Q4: 1,478 shares; 2026Q1: 2,078 shares; 2026Q2: 2,034 shares 2,034 $376K 0.03% -44 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: 7,388 shares; 2025Q2: 4,718 shares; 2025Q3: 4,718 shares; 2025Q4: 4,718 shares; 2026Q1: 4,718 shares; 2026Q2: 4,849 shares 4,849 $374K 0.03% +131 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: 843 shares; 2024Q4: 859 shares; 2025Q1: 774 shares; 2025Q2: 774 shares; 2025Q3: 774 shares; 2025Q4: 689 shares; 2026Q1: 689 shares; 2026Q2: 711 shares 711 $369K 0.03% +22 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,138 shares; 2025Q3: 1,438 shares; 2025Q4: 2,638 shares; 2026Q1: 2,285 shares; 2026Q2: 2,507 shares 2,507 $367K 0.03% +222 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: not reported; 2025Q4: not reported; 2026Q1: 291 shares; 2026Q2: 311 shares 311 $365K 0.03% +20 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,049 shares; 2024Q4: 89,063 shares; 2025Q1: 248,495 shares; 2025Q2: 203,478 shares; 2025Q3: 126,565 shares; 2025Q4: 38,523 shares; 2026Q1: 38,523 shares; 2026Q2: 33,000 shares 33,000 $358K 0.03% -5,523 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: 2,077 shares; 2024Q4: 2,066 shares; 2025Q1: 2,066 shares; 2025Q2: 1,976 shares; 2025Q3: 1,951 shares; 2025Q4: 1,531 shares; 2026Q1: 1,536 shares; 2026Q2: 1,644 shares 1,644 $356K 0.03% +108 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: 1,207 shares; 2025Q2: not reported; 2025Q3: 1,664 shares; 2025Q4: 2,120 shares; 2026Q1: 2,645 shares; 2026Q2: 2,115 shares 2,115 $351K 0.03% -530 Timeline UMI USCF ETF TR More: the full row for USCF 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: 6,943 shares; 2026Q1: 6,943 shares; 2026Q2: 5,957 shares 5,957 $351K 0.03% -986 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: 422 shares; 2024Q4: 422 shares; 2025Q1: 422 shares; 2025Q2: 547 shares; 2025Q3: 427 shares; 2025Q4: 427 shares; 2026Q1: 363 shares; 2026Q2: 2,904 shares 2,904 $347K 0.03% +2,541 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,431 shares; 2024Q4: 3,431 shares; 2025Q1: 3,431 shares; 2025Q2: 3,849 shares; 2025Q3: 3,850 shares; 2025Q4: 3,850 shares; 2026Q1: 3,850 shares; 2026Q2: 3,850 shares 3,850 $341K 0.03% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,070 shares; 2025Q2: 74,649 shares; 2025Q3: 79,485 shares; 2025Q4: 92,526 shares; 2026Q1: 13,660 shares; 2026Q2: 5,190 shares 5,190 $341K 0.03% -8,470 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: 2,106 shares; 2024Q4: 2,106 shares; 2025Q1: 4,656 shares; 2025Q2: 6,467 shares; 2025Q3: 6,973 shares; 2025Q4: 6,402 shares; 2026Q1: 2,202 shares; 2026Q2: 2,282 shares 2,282 $335K 0.03% +80 Timeline SHM 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: 7,714 shares; 2025Q3: 7,784 shares; 2025Q4: 7,784 shares; 2026Q1: 7,362 shares; 2026Q2: 6,944 shares 6,944 $333K 0.03% -418 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,229 shares; 2026Q2: 4,229 shares 4,229 $327K 0.03% 0 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,754 shares; 2024Q4: 7,754 shares; 2025Q1: 7,754 shares; 2025Q2: 7,754 shares; 2025Q3: 7,754 shares; 2025Q4: 8,379 shares; 2026Q1: 8,379 shares; 2026Q2: 8,379 shares 8,379 $327K 0.03% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 971 shares; 2026Q2: 971 shares 971 $325K 0.03% 0 Timeline KRE 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: 5,478 shares; 2024Q4: 5,878 shares; 2025Q1: 6,062 shares; 2025Q2: 5,662 shares; 2025Q3: 4,813 shares; 2025Q4: 4,813 shares; 2026Q1: 4,813 shares; 2026Q2: 4,291 shares 4,291 $321K 0.03% -522 Timeline BBCA 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,209 shares 3,209 $319K 0.03% new Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,330 shares; 2024Q4: 6,330 shares; 2025Q1: 6,330 shares; 2025Q2: 6,330 shares; 2025Q3: 6,330 shares; 2025Q4: 5,372 shares; 2026Q1: 5,372 shares; 2026Q2: 5,372 shares 5,372 $319K 0.03% 0 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,155 shares; 2024Q4: 19,250 shares; 2025Q1: 17,450 shares; 2025Q2: 17,450 shares; 2025Q3: 14,450 shares; 2025Q4: 14,450 shares; 2026Q1: 14,450 shares; 2026Q2: 14,450 shares 14,450 $319K 0.03% 0 Timeline DIM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,650 shares; 2024Q4: 3,650 shares; 2025Q1: 3,650 shares; 2025Q2: 3,650 shares; 2025Q3: 3,650 shares; 2025Q4: 3,650 shares; 2026Q1: 3,650 shares; 2026Q2: 3,650 shares 3,650 $311K 0.03% 0 Timeline ONEY 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: 4,155 shares; 2024Q4: 4,155 shares; 2025Q1: 3,423 shares; 2025Q2: 2,399 shares; 2025Q3: 2,399 shares; 2025Q4: 2,399 shares; 2026Q1: 2,399 shares; 2026Q2: 2,399 shares 2,399 $307K 0.03% 0 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,200 shares; 2026Q1: not reported; 2026Q2: 4,000 shares 4,000 $305K 0.03% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214 shares; 2024Q4: 214 shares; 2025Q1: 214 shares; 2025Q2: 3,203 shares; 2025Q3: 3,203 shares; 2025Q4: 3,203 shares; 2026Q1: 3,203 shares; 2026Q2: 3,233 shares 3,233 $298K 0.03% +30 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,549 shares; 2024Q4: 5,549 shares; 2025Q1: 6,339 shares; 2025Q2: 6,339 shares; 2025Q3: 6,339 shares; 2025Q4: 6,339 shares; 2026Q1: 5,824 shares; 2026Q2: 5,824 shares 5,824 $295K 0.03% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,217 shares; 2024Q4: 5,206 shares; 2025Q1: 5,232 shares; 2025Q2: 5,232 shares; 2025Q3: 5,082 shares; 2025Q4: 5,082 shares; 2026Q1: 5,082 shares; 2026Q2: 5,082 shares 5,082 $294K 0.03% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,735 shares; 2024Q4: 2,499 shares; 2025Q1: not reported; 2025Q2: 2,260 shares; 2025Q3: not reported; 2025Q4: 1,660 shares; 2026Q1: 1,660 shares; 2026Q2: 1,660 shares 1,660 $292K 0.03% 0 Timeline PZT 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: 10,312 shares; 2024Q4: 10,312 shares; 2025Q1: 10,312 shares; 2025Q2: 10,312 shares; 2025Q3: 10,312 shares; 2025Q4: 10,312 shares; 2026Q1: 10,312 shares; 2026Q2: 12,578 shares 12,578 $286K 0.02% +2,266 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,639 shares; 2026Q1: 5,639 shares; 2026Q2: 5,737 shares 5,737 $286K 0.02% +98 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,713 shares; 2024Q4: 1,713 shares; 2025Q1: 1,613 shares; 2025Q2: 1,763 shares; 2025Q3: 1,763 shares; 2025Q4: 1,763 shares; 2026Q1: 1,763 shares; 2026Q2: 1,770 shares 1,770 $283K 0.02% +7 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: 5,488 shares; 2025Q1: 6,203 shares; 2025Q2: 7,068 shares; 2025Q3: 7,318 shares; 2025Q4: 7,061 shares; 2026Q1: 7,061 shares; 2026Q2: 6,679 shares 6,679 $283K 0.02% -382 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: 370 shares; 2025Q1: 388 shares; 2025Q2: 328 shares; 2025Q3: 331 shares; 2025Q4: 328 shares; 2026Q1: 308 shares; 2026Q2: 291 shares 291 $280K 0.02% -17 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,865 shares; 2024Q4: 4,615 shares; 2025Q1: 4,615 shares; 2025Q2: 4,615 shares; 2025Q3: 4,635 shares; 2025Q4: 3,781 shares; 2026Q1: 3,051 shares; 2026Q2: 3,051 shares 3,051 $280K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 864 shares; 2025Q3: 864 shares; 2025Q4: 864 shares; 2026Q1: 864 shares; 2026Q2: 869 shares 869 $273K 0.02% +5 Timeline BKLN 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: 14,277 shares; 2024Q4: 14,277 shares; 2025Q1: 13,346 shares; 2025Q2: 13,346 shares; 2025Q3: 13,346 shares; 2025Q4: 13,415 shares; 2026Q1: 13,415 shares; 2026Q2: 13,415 shares 13,415 $273K 0.02% 0 Timeline SJNK 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: 10,900 shares 10,900 $273K 0.02% new 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: 744 shares; 2024Q4: 783 shares; 2025Q1: 781 shares; 2025Q2: 781 shares; 2025Q3: 781 shares; 2025Q4: 759 shares; 2026Q1: 759 shares; 2026Q2: 769 shares 769 $272K 0.02% +10 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY 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: 895 shares 895 $271K 0.02% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 413 shares 413 $271K 0.02% new Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,370 shares; 2024Q4: 53,370 shares; 2025Q1: 35,942 shares; 2025Q2: 38,018 shares; 2025Q3: 37,818 shares; 2025Q4: 37,983 shares; 2026Q1: not reported; 2026Q2: 5,691 shares 5,691 $270K 0.02% new Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,484 shares; 2026Q2: 5,484 shares 5,484 $262K 0.02% 0 Timeline DVA DAVITA INC More: the full row for DAVITA 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: 1,167 shares 1,167 $260K 0.02% new Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,840 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,620 shares 24,620 $259K 0.02% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,030 shares; 2025Q4: 1,930 shares; 2026Q1: 1,930 shares; 2026Q2: 1,825 shares 1,825 $255K 0.02% -105 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 553 shares; 2024Q4: 553 shares; 2025Q1: 553 shares; 2025Q2: 553 shares; 2025Q3: 553 shares; 2025Q4: 553 shares; 2026Q1: 553 shares; 2026Q2: 554 shares 554 $254K 0.02% +1 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,351 shares; 2024Q4: 3,351 shares; 2025Q1: 3,351 shares; 2025Q2: 3,351 shares; 2025Q3: 3,351 shares; 2025Q4: 2,741 shares; 2026Q1: 2,203 shares; 2026Q2: 2,231 shares 2,231 $249K 0.02% +28 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: 596 shares; 2025Q3: 696 shares; 2025Q4: 696 shares; 2026Q1: 696 shares; 2026Q2: 579 shares 579 $247K 0.02% -117 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,458 shares; 2024Q4: 17,458 shares; 2025Q1: 17,108 shares; 2025Q2: 17,126 shares; 2025Q3: 17,126 shares; 2025Q4: 17,576 shares; 2026Q1: 18,801 shares; 2026Q2: 19,301 shares 19,301 $244K 0.02% +500 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,280 shares; 2024Q4: 2,280 shares; 2025Q1: 1,780 shares; 2025Q2: 1,780 shares; 2025Q3: 1,780 shares; 2025Q4: 1,780 shares; 2026Q1: 1,780 shares; 2026Q2: 8,900 shares 8,900 $244K 0.02% +7,120 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,193 shares; 2024Q4: 14,193 shares; 2025Q1: 15,293 shares; 2025Q2: 15,293 shares; 2025Q3: 15,293 shares; 2025Q4: 15,293 shares; 2026Q1: 15,293 shares; 2026Q2: 15,293 shares 15,293 $241K 0.02% 0 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,348 shares; 2024Q4: 2,348 shares; 2025Q1: 2,348 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,198 shares 1,198 $240K 0.02% new 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: 1,414 shares; 2025Q2: 1,414 shares; 2025Q3: 1,414 shares; 2025Q4: 1,414 shares; 2026Q1: 1,318 shares; 2026Q2: 1,318 shares 1,318 $238K 0.02% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,529 shares; 2025Q4: 1,529 shares; 2026Q1: 1,529 shares; 2026Q2: 1,556 shares 1,556 $236K 0.02% +27 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN 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: 2,700 shares 2,700 $235K 0.02% new Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP 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: 6,193 shares; 2026Q2: 6,193 shares 6,193 $233K 0.02% 0 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: 3,272 shares; 2024Q4: 3,222 shares; 2025Q1: 3,101 shares; 2025Q2: 3,071 shares; 2025Q3: 2,351 shares; 2025Q4: 2,123 shares; 2026Q1: 2,088 shares; 2026Q2: 1,864 shares 1,864 $232K 0.02% -224 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 2,420 shares 2,420 $230K 0.02% new Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,794 shares 1,794 $221K 0.02% new Timeline PDP 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: 1,450 shares 1,450 $220K 0.02% new 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: not reported; 2026Q1: not reported; 2026Q2: 1,399 shares 1,399 $220K 0.02% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,474 shares; 2024Q4: 1,402 shares; 2025Q1: 1,374 shares; 2025Q2: 974 shares; 2025Q3: 974 shares; 2025Q4: 974 shares; 2026Q1: not reported; 2026Q2: 995 shares 995 $217K 0.02% new Timeline SUSL 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: 1,616 shares 1,616 $215K 0.02% new Timeline SKYY 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: 1,594 shares; 2025Q4: 1,594 shares; 2026Q1: not reported; 2026Q2: 1,594 shares 1,594 $214K 0.02% new Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER 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: 6,290 shares; 2026Q2: 5,400 shares 5,400 $213K 0.02% -890 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: 1,098 shares; 2026Q2: 1,109 shares 1,109 $210K 0.02% +11 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 801 shares; 2024Q4: 813 shares; 2025Q1: 818 shares; 2025Q2: 818 shares; 2025Q3: 818 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 533 shares 533 $210K 0.02% new 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: 3,747 shares; 2024Q4: 3,837 shares; 2025Q1: 3,747 shares; 2025Q2: 3,747 shares; 2025Q3: 3,747 shares; 2025Q4: 4,547 shares; 2026Q1: 2,391 shares; 2026Q2: 2,401 shares 2,401 $209K 0.02% +10 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,565 shares 1,565 $207K 0.02% new 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: not reported; 2026Q1: not reported; 2026Q2: 1,025 shares 1,025 $207K 0.02% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,423 shares 4,423 $201K 0.02% new Timeline EXK ENDEAVOUR SILVER CORP More: the full row for ENDEAVOUR SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,900 shares; 2024Q4: 27,900 shares; 2025Q1: 27,900 shares; 2025Q2: 22,700 shares; 2025Q3: 22,700 shares; 2025Q4: 13,700 shares; 2026Q1: 14,700 shares; 2026Q2: 17,000 shares 17,000 $141K 0.01% +2,300 Timeline BOF BRANCHOUT FOOD INC More: the full row for BRANCHOUT FOOD 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: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares; 2026Q2: 25,000 shares 25,000 $115K 0.01% 0 Timeline FBLG FIBROBIOLOGICS INC More: the full row for FIBROBIOLOGICS 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: 16,428 shares; 2026Q2: 108,828 shares 108,828 $103K 0.01% +92,400 Timeline OPK OPKO HEALTH INC More: the full row for OPKO HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,490 shares; 2024Q4: 66,490 shares; 2025Q1: 66,490 shares; 2025Q2: 66,490 shares; 2025Q3: 66,490 shares; 2025Q4: 66,490 shares; 2026Q1: 66,490 shares; 2026Q2: 66,490 shares 66,490 $99.7K 0.01% 0 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME 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: 10,305 shares; 2026Q2: 10,305 shares 10,305 $50.1K <0.01% 0 Timeline RC READY CAPITAL CORP More: the full row for READY CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,325 shares; 2024Q4: 40,352 shares; 2025Q1: 40,643 shares; 2025Q2: 55,643 shares; 2025Q3: 55,643 shares; 2025Q4: 44,656 shares; 2026Q1: 24,480 shares; 2026Q2: 24,480 shares 24,480 $42.8K <0.01% 0 Timeline PLX PROTALIX BIOTHERAPEUTICS INC More: the full row for PROTALIX BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $28K <0.01% 0 Timeline