UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 349,416 shares; 2024Q4: 349,140 shares; 2025Q1: 342,530 shares; 2025Q2: 301,818 shares; 2025Q3: 299,774 shares; 2025Q4: 262,326 shares; 2026Q1: 245,058 shares; 2026Q2: 480,457 shares 480,457 $49.3M 7.66% +235,399 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,760 shares; 2025Q3: 33,347 shares; 2025Q4: 31,149 shares; 2026Q1: 29,914 shares; 2026Q2: 60,977 shares 60,977 $41.8M 6.49% +31,063 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,935 shares; 2025Q2: 83,910 shares; 2025Q3: 74,223 shares; 2025Q4: 209,122 shares; 2026Q1: 310,239 shares; 2026Q2: 310,239 shares 310,239 $31.2M 4.84% 0 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77,183 shares; 2025Q3: 80,113 shares; 2025Q4: 117,560 shares; 2026Q1: 120,933 shares; 2026Q2: 252,918 shares 252,918 $27M 4.2% +131,985 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: 73,166 shares; 2024Q4: 64,553 shares; 2025Q1: 64,367 shares; 2025Q2: 66,344 shares; 2025Q3: 67,498 shares; 2025Q4: 69,854 shares; 2026Q1: 66,927 shares; 2026Q2: 66,927 shares 66,927 $18.5M 2.88% 0 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 220,113 shares 220,113 $16.7M 2.6% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,162 shares; 2025Q4: 38,731 shares; 2026Q1: 67,312 shares; 2026Q2: 180,068 shares 180,068 $15.3M 2.38% +112,756 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: 7,859 shares; 2024Q4: 4,380 shares; 2025Q1: 3,677 shares; 2025Q2: 53,109 shares; 2025Q3: 37,585 shares; 2025Q4: 23,242 shares; 2026Q1: 21,753 shares; 2026Q2: 39,178 shares 39,178 $15.2M 2.36% +17,425 Timeline HFSI HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 317,447 shares; 2025Q1: 336,672 shares; 2025Q2: 357,323 shares; 2025Q3: 369,880 shares; 2025Q4: 385,907 shares; 2026Q1: 411,612 shares; 2026Q2: 411,612 shares 411,612 $14.4M 2.24% 0 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: 739 shares; 2024Q4: not reported; 2025Q1: 743 shares; 2025Q2: 2,195 shares; 2025Q3: 4,882 shares; 2025Q4: 8,623 shares; 2026Q1: 9,988 shares; 2026Q2: 31,189 shares 31,189 $11.6M 1.81% +21,201 Timeline PALC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185,366 shares; 2024Q4: 185,961 shares; 2025Q1: 192,065 shares; 2025Q2: 195,113 shares; 2025Q3: 191,095 shares; 2025Q4: 188,703 shares; 2026Q1: 189,528 shares; 2026Q2: 189,528 shares 189,528 $10.3M 1.6% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,729 shares; 2024Q4: 23,482 shares; 2025Q1: 23,683 shares; 2025Q2: 23,898 shares; 2025Q3: 23,842 shares; 2025Q4: 23,309 shares; 2026Q1: 23,379 shares; 2026Q2: 47,725 shares 47,725 $10.2M 1.58% +24,346 Timeline FTLS 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: 129,642 shares; 2024Q4: 130,937 shares; 2025Q1: 134,993 shares; 2025Q2: 135,858 shares; 2025Q3: 136,318 shares; 2025Q4: 135,132 shares; 2026Q1: 132,533 shares; 2026Q2: 132,533 shares 132,533 $9.71M 1.51% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,654 shares; 2024Q4: 22,378 shares; 2025Q1: 28,178 shares; 2025Q2: 31,251 shares; 2025Q3: 35,225 shares; 2025Q4: 38,774 shares; 2026Q1: 35,963 shares; 2026Q2: 79,456 shares 79,456 $9.54M 1.48% +43,493 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: 42,460 shares; 2024Q4: 39,534 shares; 2025Q1: 43,921 shares; 2025Q2: 46,433 shares; 2025Q3: 47,735 shares; 2025Q4: 49,029 shares; 2026Q1: 47,040 shares; 2026Q2: 47,040 shares 47,040 $9.34M 1.45% 0 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,258 shares; 2024Q4: 330,539 shares; 2025Q1: 347,119 shares; 2025Q2: 364,839 shares; 2025Q3: 380,058 shares; 2025Q4: 394,285 shares; 2026Q1: 418,846 shares; 2026Q2: 418,846 shares 418,846 $9.12M 1.42% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,556 shares; 2024Q4: 10,599 shares; 2025Q1: 10,585 shares; 2025Q2: 10,202 shares; 2025Q3: 9,867 shares; 2025Q4: 9,416 shares; 2026Q1: 9,262 shares; 2026Q2: 9,262 shares 9,262 $8.97M 1.39% 0 Timeline SCHR 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: 329,584 shares; 2024Q4: 303,655 shares; 2025Q1: 315,849 shares; 2025Q2: 325,987 shares; 2025Q3: 332,987 shares; 2025Q4: 338,266 shares; 2026Q1: 351,983 shares; 2026Q2: 351,983 shares 351,983 $8.69M 1.35% 0 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: 16,156 shares; 2024Q4: 17,090 shares; 2025Q1: 18,494 shares; 2025Q2: 19,116 shares; 2025Q3: 19,647 shares; 2025Q4: 20,470 shares; 2026Q1: 20,794 shares; 2026Q2: 20,794 shares 20,794 $8.6M 1.34% 0 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: 11,199 shares; 2024Q4: 11,074 shares; 2025Q1: 11,875 shares; 2025Q2: 12,190 shares; 2025Q3: 12,415 shares; 2025Q4: 12,464 shares; 2026Q1: 12,792 shares; 2026Q2: 27,680 shares 27,680 $7.78M 1.21% +14,888 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,896 shares; 2025Q2: 7,975 shares; 2025Q3: 11,018 shares; 2025Q4: 22,748 shares; 2026Q1: 33,923 shares; 2026Q2: 106,459 shares 106,459 $7.73M 1.2% +72,536 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: 196,498 shares; 2024Q4: 196,532 shares; 2025Q1: 203,623 shares; 2025Q2: 224,572 shares; 2025Q3: 230,440 shares; 2025Q4: 235,797 shares; 2026Q1: 241,204 shares; 2026Q2: 241,204 shares 241,204 $7.6M 1.18% 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: 18,913 shares; 2024Q4: 11,863 shares; 2025Q1: 10,632 shares; 2025Q2: 9,955 shares; 2025Q3: 9,746 shares; 2025Q4: 9,424 shares; 2026Q1: 9,070 shares; 2026Q2: 20,065 shares 20,065 $7.03M 1.09% +10,995 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,805 shares; 2025Q1: 9,219 shares; 2025Q2: 10,585 shares; 2025Q3: 12,273 shares; 2025Q4: 13,406 shares; 2026Q1: 13,587 shares; 2026Q2: 29,837 shares 29,837 $6.76M 1.05% +16,250 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,968 shares; 2025Q3: 17,519 shares; 2025Q4: 17,152 shares; 2026Q1: 17,153 shares; 2026Q2: 24,280 shares 24,280 $6.54M 1.02% +7,127 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: 23,201 shares; 2024Q4: 22,561 shares; 2025Q1: 22,991 shares; 2025Q2: 22,763 shares; 2025Q3: 23,113 shares; 2025Q4: 23,161 shares; 2026Q1: 22,987 shares; 2026Q2: 22,987 shares 22,987 $6.25M 0.97% 0 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: 12,080 shares; 2024Q4: 14,567 shares; 2025Q1: 22,360 shares; 2025Q2: 24,561 shares; 2025Q3: 24,894 shares; 2025Q4: 24,933 shares; 2026Q1: 18,116 shares; 2026Q2: 18,116 shares 18,116 $6.19M 0.96% 0 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: 9,748 shares; 2024Q4: 18,256 shares; 2025Q1: 21,517 shares; 2025Q2: 23,794 shares; 2025Q3: 25,009 shares; 2025Q4: 28,129 shares; 2026Q1: 27,968 shares; 2026Q2: 27,968 shares 27,968 $5.82M 0.91% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,530 shares; 2024Q4: 13,717 shares; 2025Q1: 14,198 shares; 2025Q2: 14,501 shares; 2025Q3: 14,614 shares; 2025Q4: 14,243 shares; 2026Q1: 14,064 shares; 2026Q2: 14,064 shares 14,064 $5.58M 0.87% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,029 shares; 2025Q4: not reported; 2026Q1: 27,000 shares; 2026Q2: 27,000 shares 27,000 $5.48M 0.85% 0 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 73,005 shares; 2025Q1: 153,005 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,005 shares; 2026Q1: 183,000 shares; 2026Q2: 183,000 shares 183,000 $5.11M 0.79% 0 Timeline SCHQ 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: 149,615 shares; 2024Q4: 126,975 shares; 2025Q1: 132,153 shares; 2025Q2: 143,603 shares; 2025Q3: 149,004 shares; 2025Q4: 154,996 shares; 2026Q1: 164,686 shares; 2026Q2: 164,686 shares 164,686 $5.08M 0.79% 0 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: 7,159 shares; 2024Q4: 13,113 shares; 2025Q1: 14,793 shares; 2025Q2: 15,034 shares; 2025Q3: 15,683 shares; 2025Q4: 16,345 shares; 2026Q1: 16,502 shares; 2026Q2: 16,502 shares 16,502 $5.08M 0.79% 0 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: 6,946 shares; 2024Q4: 16,242 shares; 2025Q1: 19,785 shares; 2025Q2: 22,223 shares; 2025Q3: 24,210 shares; 2025Q4: 26,595 shares; 2026Q1: 26,240 shares; 2026Q2: 26,240 shares 26,240 $5.05M 0.78% 0 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: 1,699 shares; 2024Q4: 2,945 shares; 2025Q1: 3,564 shares; 2025Q2: 3,922 shares; 2025Q3: 4,729 shares; 2025Q4: 4,835 shares; 2026Q1: 4,935 shares; 2026Q2: 4,935 shares 4,935 $5M 0.78% 0 Timeline SPTS 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: 149,090 shares; 2024Q4: 44,257 shares; 2025Q1: 526,100 shares; 2025Q2: 168,504 shares; 2025Q3: 167,909 shares; 2025Q4: 164,234 shares; 2026Q1: 171,071 shares; 2026Q2: 171,071 shares 171,071 $4.97M 0.77% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,422 shares; 2024Q4: 28,921 shares; 2025Q1: 30,985 shares; 2025Q2: 31,604 shares; 2025Q3: 32,120 shares; 2025Q4: 32,258 shares; 2026Q1: 32,048 shares; 2026Q2: 32,048 shares 32,048 $4.93M 0.77% 0 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: 8,493 shares; 2024Q4: 8,251 shares; 2025Q1: 7,588 shares; 2025Q2: 7,429 shares; 2025Q3: 7,258 shares; 2025Q4: 7,260 shares; 2026Q1: 7,161 shares; 2026Q2: 7,161 shares 7,161 $4.82M 0.75% 0 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,060 shares; 2024Q4: 14,863 shares; 2025Q1: 15,303 shares; 2025Q2: 15,539 shares; 2025Q3: 15,347 shares; 2025Q4: 14,840 shares; 2026Q1: 14,764 shares; 2026Q2: 14,764 shares 14,764 $4.71M 0.73% 0 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,848 shares; 2024Q4: 143,675 shares; 2025Q1: 151,321 shares; 2025Q2: 159,691 shares; 2025Q3: 166,671 shares; 2025Q4: 173,104 shares; 2026Q1: 182,808 shares; 2026Q2: 182,808 shares 182,808 $4.61M 0.72% 0 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: 3,438 shares; 2024Q4: 3,440 shares; 2025Q1: 18,461 shares; 2025Q2: 19,185 shares; 2025Q3: 19,520 shares; 2025Q4: 19,270 shares; 2026Q1: 19,345 shares; 2026Q2: 19,345 shares 19,345 $4.34M 0.67% 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: 3,741 shares; 2024Q4: 23,134 shares; 2025Q1: 29,439 shares; 2025Q2: 30,556 shares; 2025Q3: 30,233 shares; 2025Q4: 30,454 shares; 2026Q1: 27,945 shares; 2026Q2: 27,945 shares 27,945 $4.08M 0.63% 0 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: 3,603 shares; 2024Q4: 15,753 shares; 2025Q1: 19,826 shares; 2025Q2: 21,948 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,364 shares; 2026Q2: 23,364 shares 23,364 $4.04M 0.63% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,596 shares; 2024Q4: 5,246 shares; 2025Q1: 7,373 shares; 2025Q2: 44,029 shares; 2025Q3: 40,685 shares; 2025Q4: 81,452 shares; 2026Q1: 85,355 shares; 2026Q2: 85,355 shares 85,355 $3.96M 0.62% 0 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,022 shares; 2024Q4: 28,481 shares; 2025Q1: 29,719 shares; 2025Q2: 30,210 shares; 2025Q3: 30,401 shares; 2025Q4: 30,764 shares; 2026Q1: 30,681 shares; 2026Q2: 30,681 shares 30,681 $3.86M 0.6% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 53,353 shares; 2025Q1: 73,546 shares; 2025Q2: 85,237 shares; 2025Q3: 109,862 shares; 2025Q4: 117,427 shares; 2026Q1: 114,855 shares; 2026Q2: 114,855 shares 114,855 $3.73M 0.58% 0 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: 9,367 shares; 2024Q4: 9,361 shares; 2025Q1: 9,302 shares; 2025Q2: 9,443 shares; 2025Q3: 9,460 shares; 2025Q4: 9,248 shares; 2026Q1: 9,721 shares; 2026Q2: 9,721 shares 9,721 $3.69M 0.57% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 82,149 shares; 2026Q1: 72,103 shares; 2026Q2: 72,103 shares 72,103 $3.65M 0.57% 0 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: 10,652 shares; 2024Q4: 10,583 shares; 2025Q1: 10,602 shares; 2025Q2: 10,477 shares; 2025Q3: 10,425 shares; 2025Q4: 10,162 shares; 2026Q1: 8,800 shares; 2026Q2: 8,800 shares 8,800 $3.65M 0.57% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,891 shares; 2025Q1: 21,287 shares; 2025Q2: 24,023 shares; 2025Q3: 25,701 shares; 2025Q4: 27,085 shares; 2026Q1: 26,506 shares; 2026Q2: 26,506 shares 26,506 $3.52M 0.55% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,297 shares; 2025Q1: 5,996 shares; 2025Q2: 6,547 shares; 2025Q3: 7,043 shares; 2025Q4: 7,500 shares; 2026Q1: 7,471 shares; 2026Q2: 7,471 shares 7,471 $3.51M 0.55% 0 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: 1,474 shares; 2024Q4: 3,937 shares; 2025Q1: 7,270 shares; 2025Q2: 7,900 shares; 2025Q3: 8,444 shares; 2025Q4: 8,741 shares; 2026Q1: 8,875 shares; 2026Q2: 8,875 shares 8,875 $3.48M 0.54% 0 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,722 shares; 2024Q4: 14,743 shares; 2025Q1: 15,133 shares; 2025Q2: 15,465 shares; 2025Q3: 15,423 shares; 2025Q4: 15,387 shares; 2026Q1: 15,838 shares; 2026Q2: 15,838 shares 15,838 $3.44M 0.54% 0 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,932 shares; 2024Q4: 62,668 shares; 2025Q1: 66,524 shares; 2025Q2: 70,973 shares; 2025Q3: 74,190 shares; 2025Q4: 75,321 shares; 2026Q1: 75,162 shares; 2026Q2: 75,162 shares 75,162 $3.39M 0.53% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,404 shares; 2024Q4: 8,440 shares; 2025Q1: 8,671 shares; 2025Q2: 8,800 shares; 2025Q3: 8,958 shares; 2025Q4: 8,873 shares; 2026Q1: 9,023 shares; 2026Q2: 9,023 shares 9,023 $3.36M 0.52% 0 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: 59,454 shares; 2024Q4: 67,264 shares; 2025Q1: 75,630 shares; 2025Q2: 22,528 shares; 2025Q3: 79,470 shares; 2025Q4: 79,125 shares; 2026Q1: 64,836 shares; 2026Q2: 64,836 shares 64,836 $3.34M 0.52% 0 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122,084 shares; 2024Q4: 122,354 shares; 2025Q1: 124,964 shares; 2025Q2: 126,642 shares; 2025Q3: 127,520 shares; 2025Q4: 124,625 shares; 2026Q1: 127,754 shares; 2026Q2: 127,754 shares 127,754 $3.34M 0.52% 0 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: 17,676 shares; 2024Q4: 17,676 shares; 2025Q1: 17,668 shares; 2025Q2: 17,669 shares; 2025Q3: 17,771 shares; 2025Q4: 17,800 shares; 2026Q1: 17,950 shares; 2026Q2: 17,950 shares 17,950 $3.24M 0.5% 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: not reported; 2024Q4: 3,043 shares; 2025Q1: 4,813 shares; 2025Q2: 5,481 shares; 2025Q3: 6,065 shares; 2025Q4: 6,478 shares; 2026Q1: 6,208 shares; 2026Q2: 6,208 shares 6,208 $3.22M 0.5% 0 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: 4,705 shares; 2024Q4: 5,373 shares; 2025Q1: 6,486 shares; 2025Q2: 6,278 shares; 2025Q3: 6,696 shares; 2025Q4: 6,946 shares; 2026Q1: 6,833 shares; 2026Q2: 6,833 shares 6,833 $3.2M 0.5% 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: 45,372 shares; 2024Q4: 26,459 shares; 2025Q1: 24,339 shares; 2025Q2: 22,621 shares; 2025Q3: 22,158 shares; 2025Q4: 20,923 shares; 2026Q1: 20,428 shares; 2026Q2: 20,428 shares 20,428 $3.16M 0.49% 0 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: 34,456 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,075 shares; 2026Q2: 37,075 shares 37,075 $3.1M 0.48% 0 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: 5,473 shares; 2024Q4: 5,229 shares; 2025Q1: 5,222 shares; 2025Q2: 5,124 shares; 2025Q3: 5,125 shares; 2025Q4: 4,342 shares; 2026Q1: 4,262 shares; 2026Q2: 4,262 shares 4,262 $3.07M 0.48% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,227 shares; 2026Q2: 39,227 shares 39,227 $3.07M 0.48% 0 Timeline HERD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,734 shares; 2024Q4: 60,562 shares; 2025Q1: 63,329 shares; 2025Q2: 62,496 shares; 2025Q3: 60,777 shares; 2025Q4: 64,390 shares; 2026Q1: 64,907 shares; 2026Q2: 64,907 shares 64,907 $3.06M 0.48% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,834 shares; 2024Q4: 25,507 shares; 2025Q1: 27,913 shares; 2025Q2: 29,081 shares; 2025Q3: 29,838 shares; 2025Q4: 29,907 shares; 2026Q1: 30,694 shares; 2026Q2: 30,694 shares 30,694 $3.05M 0.47% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,692 shares; 2024Q4: 33,158 shares; 2025Q1: 35,530 shares; 2025Q2: 36,179 shares; 2025Q3: 36,828 shares; 2025Q4: 36,928 shares; 2026Q1: 38,276 shares; 2026Q2: 38,276 shares 38,276 $2.97M 0.46% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,205 shares; 2024Q4: 17,166 shares; 2025Q1: 14,462 shares; 2025Q2: 13,294 shares; 2025Q3: 12,729 shares; 2025Q4: 11,444 shares; 2026Q1: 11,096 shares; 2026Q2: 11,096 shares 11,096 $2.8M 0.44% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,019 shares; 2024Q4: 6,019 shares; 2025Q1: 6,219 shares; 2025Q2: 6,099 shares; 2025Q3: 6,288 shares; 2025Q4: 6,288 shares; 2026Q1: 6,582 shares; 2026Q2: 6,582 shares 6,582 $2.74M 0.43% 0 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: 1,388 shares; 2025Q2: 14,428 shares; 2025Q3: 14,765 shares; 2025Q4: 15,036 shares; 2026Q1: 16,048 shares; 2026Q2: 16,048 shares 16,048 $2.7M 0.42% 0 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: 10,631 shares; 2024Q4: 6,632 shares; 2025Q1: 6,207 shares; 2025Q2: 5,829 shares; 2025Q3: 5,726 shares; 2025Q4: 5,752 shares; 2026Q1: 5,293 shares; 2026Q2: 5,293 shares 5,293 $2.67M 0.42% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,872 shares; 2024Q4: 10,995 shares; 2025Q1: 11,251 shares; 2025Q2: 11,362 shares; 2025Q3: 11,530 shares; 2025Q4: 11,719 shares; 2026Q1: 12,577 shares; 2026Q2: 12,577 shares 12,577 $2.66M 0.41% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,370 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,380 shares; 2026Q2: 12,380 shares 12,380 $2.28M 0.35% 0 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: 7,973 shares; 2024Q4: 6,830 shares; 2025Q1: 6,762 shares; 2025Q2: 5,785 shares; 2025Q3: 5,938 shares; 2025Q4: 6,224 shares; 2026Q1: 5,830 shares; 2026Q2: 5,830 shares 5,830 $2.23M 0.35% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,781 shares; 2026Q1: 42,047 shares; 2026Q2: 42,047 shares 42,047 $2.16M 0.34% 0 Timeline KBDC KAYNE ANDERSON BDC INC More: the full row for KAYNE ANDERSON BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 71,270 shares; 2025Q1: 137,620 shares; 2025Q2: 161,669 shares; 2025Q3: 143,369 shares; 2025Q4: 137,711 shares; 2026Q1: 131,578 shares; 2026Q2: 131,578 shares 131,578 $2M 0.31% 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: 1,437 shares; 2024Q4: 1,437 shares; 2025Q1: 1,437 shares; 2025Q2: 1,351 shares; 2025Q3: 9,691 shares; 2025Q4: 9,874 shares; 2026Q1: 10,791 shares; 2026Q2: 10,791 shares 10,791 $1.94M 0.3% 0 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,047 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 72,347 shares; 2026Q1: 76,618 shares; 2026Q2: 76,618 shares 76,618 $1.93M 0.3% 0 Timeline FNGU BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 220,533 shares; 2025Q3: 70,533 shares; 2025Q4: 71,218 shares; 2026Q1: 73,218 shares; 2026Q2: 73,218 shares 73,218 $1.88M 0.29% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,114 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,802 shares; 2026Q1: 2,734 shares; 2026Q2: 6,149 shares 6,149 $1.74M 0.27% +3,415 Timeline BGIG 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: 7,089 shares; 2025Q2: 11,360 shares; 2025Q3: 14,848 shares; 2025Q4: 19,221 shares; 2026Q1: 50,163 shares; 2026Q2: 50,163 shares 50,163 $1.74M 0.27% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 994 shares; 2024Q4: 994 shares; 2025Q1: 994 shares; 2025Q2: 994 shares; 2025Q3: 1,007 shares; 2025Q4: 1,007 shares; 2026Q1: 1,007 shares; 2026Q2: 1,007 shares 1,007 $1.73M 0.27% 0 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: 19,592 shares; 2024Q4: 19,592 shares; 2025Q1: 19,592 shares; 2025Q2: 19,611 shares; 2025Q3: 19,611 shares; 2025Q4: 19,638 shares; 2026Q1: 19,634 shares; 2026Q2: 19,634 shares 19,634 $1.68M 0.26% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,067 shares; 2024Q4: 16,119 shares; 2025Q1: 16,152 shares; 2025Q2: 16,192 shares; 2025Q3: 16,749 shares; 2025Q4: 16,700 shares; 2026Q1: 16,500 shares; 2026Q2: 16,500 shares 16,500 $1.56M 0.24% 0 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,610 shares 7,610 $1.42M 0.22% new 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: 1,930 shares; 2024Q4: 1,948 shares; 2025Q1: 2,037 shares; 2025Q2: 2,080 shares; 2025Q3: 1,990 shares; 2025Q4: 1,969 shares; 2026Q1: 1,930 shares; 2026Q2: 1,930 shares 1,930 $1.39M 0.22% 0 Timeline SFY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,685 shares; 2025Q1: 9,489 shares; 2025Q2: 9,284 shares; 2025Q3: 9,283 shares; 2025Q4: 9,091 shares; 2026Q1: 8,988 shares; 2026Q2: 8,988 shares 8,988 $1.26M 0.2% 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: 5,522 shares; 2024Q4: 4,434 shares; 2025Q1: 4,421 shares; 2025Q2: 4,450 shares; 2025Q3: 4,417 shares; 2025Q4: 4,446 shares; 2026Q1: 4,401 shares; 2026Q2: 4,401 shares 4,401 $1.25M 0.19% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 478 shares; 2024Q4: 478 shares; 2025Q1: 478 shares; 2025Q2: 481 shares; 2025Q3: 484 shares; 2025Q4: 485 shares; 2026Q1: 482 shares; 2026Q2: 984 shares 984 $1.2M 0.19% +502 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: 8,428 shares; 2024Q4: 8,432 shares; 2025Q1: 22,975 shares; 2025Q2: 23,543 shares; 2025Q3: 23,815 shares; 2025Q4: 8,339 shares; 2026Q1: 8,074 shares; 2026Q2: 8,074 shares 8,074 $1.16M 0.18% 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: 2,267 shares; 2026Q1: 1,937 shares; 2026Q2: 1,937 shares 1,937 $1.12M 0.17% 0 Timeline MAIA MAIA BIOTECHNOLOGY INC More: the full row for MAIA BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,219 shares; 2024Q4: 68,219 shares; 2025Q1: 68,248 shares; 2025Q2: 573,398 shares; 2025Q3: 574,898 shares; 2025Q4: 586,398 shares; 2026Q1: 796,723 shares; 2026Q2: 796,723 shares 796,723 $1.11M 0.17% 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: 12,277 shares; 2024Q4: 12,277 shares; 2025Q1: 12,870 shares; 2025Q2: 13,006 shares; 2025Q3: 13,087 shares; 2025Q4: 12,475 shares; 2026Q1: 11,405 shares; 2026Q2: 11,405 shares 11,405 $1.09M 0.17% 0 Timeline MSTU ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 125,143 shares; 2026Q1: 125,143 shares; 2026Q2: 125,143 shares 125,143 $1.07M 0.17% 0 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,228 shares; 2024Q4: 7,250 shares; 2025Q1: 7,267 shares; 2025Q2: 6,995 shares; 2025Q3: 7,018 shares; 2025Q4: 7,043 shares; 2026Q1: 7,060 shares; 2026Q2: 14,140 shares 14,140 $1.06M 0.16% +7,080 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: 4,943 shares; 2024Q4: 6,260 shares; 2025Q1: 7,064 shares; 2025Q2: 8,698 shares; 2025Q3: 8,833 shares; 2025Q4: 12,447 shares; 2026Q1: 11,358 shares; 2026Q2: 11,358 shares 11,358 $1.05M 0.16% 0 Timeline MSTI MADISON ETFS TRUST More: the full row for MADISON ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,369 shares; 2024Q4: 46,910 shares; 2025Q1: 49,108 shares; 2025Q2: 48,158 shares; 2025Q3: 50,728 shares; 2025Q4: 50,272 shares; 2026Q1: 51,599 shares; 2026Q2: 51,599 shares 51,599 $1.05M 0.16% 0 Timeline MAGG MADISON ETFS TRUST More: the full row for MADISON ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,646 shares; 2024Q4: 49,526 shares; 2025Q1: 52,287 shares; 2025Q2: 51,525 shares; 2025Q3: 51,524 shares; 2025Q4: 51,218 shares; 2026Q1: 51,541 shares; 2026Q2: 51,541 shares 51,541 $1.04M 0.16% 0 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,329 shares; 2024Q4: 6,342 shares; 2025Q1: 6,353 shares; 2025Q2: 5,950 shares; 2025Q3: 5,840 shares; 2025Q4: 5,846 shares; 2026Q1: 5,854 shares; 2026Q2: 5,854 shares 5,854 $1.02M 0.16% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,919 shares; 2024Q4: 3,919 shares; 2025Q1: 4,219 shares; 2025Q2: 4,527 shares; 2025Q3: 4,583 shares; 2025Q4: 4,643 shares; 2026Q1: 4,845 shares; 2026Q2: 4,845 shares 4,845 $1.02M 0.16% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,332 shares; 2024Q4: 15,649 shares; 2025Q1: 12,173 shares; 2025Q2: 10,427 shares; 2025Q3: 9,755 shares; 2025Q4: 8,240 shares; 2026Q1: 7,386 shares; 2026Q2: 7,386 shares 7,386 $979K 0.15% 0 Timeline GVLU TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,311 shares; 2024Q4: 33,148 shares; 2025Q1: 35,430 shares; 2025Q2: 35,002 shares; 2025Q3: 35,046 shares; 2025Q4: 34,316 shares; 2026Q1: 34,188 shares; 2026Q2: 34,188 shares 34,188 $892K 0.14% 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: 932 shares; 2024Q4: 927 shares; 2025Q1: 922 shares; 2025Q2: 957 shares; 2025Q3: 987 shares; 2025Q4: 1,010 shares; 2026Q1: 1,012 shares; 2026Q2: 1,012 shares 1,012 $885K 0.14% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,539 shares 14,539 $873K 0.14% new 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: 2,692 shares; 2024Q4: 2,692 shares; 2025Q1: 2,692 shares; 2025Q2: 2,692 shares; 2025Q3: 2,704 shares; 2025Q4: 2,704 shares; 2026Q1: 2,704 shares; 2026Q2: 2,704 shares 2,704 $843K 0.13% 0 Timeline RPAR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,445 shares; 2025Q4: 53,507 shares; 2026Q1: 36,847 shares; 2026Q2: 36,847 shares 36,847 $834K 0.13% 0 Timeline BTGD TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 29,805 shares; 2025Q1: 30,601 shares; 2025Q2: 29,895 shares; 2025Q3: 29,648 shares; 2025Q4: 29,122 shares; 2026Q1: 26,711 shares; 2026Q2: 26,711 shares 26,711 $822K 0.13% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 836 shares; 2025Q2: 1,555 shares; 2025Q3: 1,558 shares; 2025Q4: 1,117 shares; 2026Q1: 1,126 shares; 2026Q2: 2,251 shares 2,251 $772K 0.12% +1,125 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: 31,261 shares; 2024Q4: 85,997 shares; 2025Q1: 106,161 shares; 2025Q2: 121,380 shares; 2025Q3: 30,866 shares; 2025Q4: 29,180 shares; 2026Q1: 29,277 shares; 2026Q2: 29,277 shares 29,277 $770K 0.12% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $766K 0.12% 0 Timeline WTMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,659 shares; 2024Q4: 13,897 shares; 2025Q1: 13,374 shares; 2025Q2: 11,758 shares; 2025Q3: 10,936 shares; 2025Q4: 9,553 shares; 2026Q1: 9,048 shares; 2026Q2: 18,058 shares 18,058 $742K 0.12% +9,010 Timeline FIAX TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,336 shares; 2024Q4: 47,984 shares; 2025Q1: 50,689 shares; 2025Q2: 49,599 shares; 2025Q3: 53,311 shares; 2025Q4: 52,917 shares; 2026Q1: 41,507 shares; 2026Q2: 41,507 shares 41,507 $731K 0.11% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,368 shares; 2024Q4: 1,368 shares; 2025Q1: 1,368 shares; 2025Q2: 1,368 shares; 2025Q3: 1,368 shares; 2025Q4: 1,368 shares; 2026Q1: 1,368 shares; 2026Q2: 1,368 shares 1,368 $706K 0.11% 0 Timeline CCSB TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,497 shares; 2025Q2: 34,480 shares; 2025Q3: 35,795 shares; 2025Q4: 35,582 shares; 2026Q1: 34,886 shares; 2026Q2: 34,886 shares 34,886 $695K 0.11% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,896 shares; 2024Q4: 3,676 shares; 2025Q1: 3,676 shares; 2025Q2: 3,661 shares; 2025Q3: 3,691 shares; 2025Q4: 3,698 shares; 2026Q1: 3,698 shares; 2026Q2: 3,698 shares 3,698 $695K 0.11% 0 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: 946 shares; 2024Q4: 944 shares; 2025Q1: 917 shares; 2025Q2: 820 shares; 2025Q3: 915 shares; 2025Q4: 1,122 shares; 2026Q1: 1,124 shares; 2026Q2: 1,124 shares 1,124 $686K 0.11% 0 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,566 shares; 2025Q3: 1,530 shares; 2025Q4: 1,530 shares; 2026Q1: 1,544 shares; 2026Q2: 3,088 shares 3,088 $682K 0.11% +1,544 Timeline MFUT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,929 shares; 2024Q4: 34,139 shares; 2025Q1: 37,711 shares; 2025Q2: 37,534 shares; 2025Q3: 37,129 shares; 2025Q4: 36,627 shares; 2026Q1: 35,145 shares; 2026Q2: 35,145 shares 35,145 $672K 0.1% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,109 shares; 2025Q4: 8,148 shares; 2026Q1: 6,930 shares; 2026Q2: 6,930 shares 6,930 $664K 0.1% 0 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,806 shares; 2024Q4: 34,749 shares; 2025Q1: 23,325 shares; 2025Q2: 22,551 shares; 2025Q3: 20,801 shares; 2025Q4: 20,396 shares; 2026Q1: 19,777 shares; 2026Q2: 19,777 shares 19,777 $664K 0.1% 0 Timeline UVE UNIVERSAL INS HLDGS INC More: the full row for UNIVERSAL INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,241 shares; 2026Q1: 7,956 shares; 2026Q2: 15,912 shares 15,912 $663K 0.1% +7,956 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,402 shares; 2025Q4: 8,402 shares; 2026Q1: 8,402 shares; 2026Q2: 8,402 shares 8,402 $657K 0.1% 0 Timeline HAUS TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,159 shares; 2024Q4: 30,653 shares; 2025Q1: 32,685 shares; 2025Q2: 32,380 shares; 2025Q3: 32,484 shares; 2025Q4: 32,043 shares; 2026Q1: 33,340 shares; 2026Q2: 33,340 shares 33,340 $621K 0.1% 0 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: 2,148 shares; 2025Q4: 2,148 shares; 2026Q1: 2,148 shares; 2026Q2: 2,148 shares 2,148 $620K 0.1% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,199 shares; 2024Q4: 192,791 shares; 2025Q1: 126,703 shares; 2025Q2: 18,627 shares; 2025Q3: 18,646 shares; 2025Q4: 16,428 shares; 2026Q1: 9,654 shares; 2026Q2: 9,654 shares 9,654 $611K 0.09% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,308 shares; 2026Q1: 4,308 shares; 2026Q2: 8,632 shares 8,632 $605K 0.09% +4,324 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,359 shares; 2026Q2: 21,359 shares 21,359 $592K 0.09% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,027 shares; 2024Q4: 2,034 shares; 2025Q1: 2,036 shares; 2025Q2: 2,041 shares; 2025Q3: 2,045 shares; 2025Q4: 2,051 shares; 2026Q1: 2,053 shares; 2026Q2: 2,053 shares 2,053 $584K 0.09% 0 Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,971 shares; 2024Q4: 11,664 shares; 2025Q1: 17,784 shares; 2025Q2: 15,318 shares; 2025Q3: 12,994 shares; 2025Q4: 10,704 shares; 2026Q1: 9,202 shares; 2026Q2: 9,202 shares 9,202 $580K 0.09% 0 Timeline WOMN TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,730 shares; 2024Q4: 21,518 shares; 2025Q1: 22,143 shares; 2025Q2: 21,826 shares; 2025Q3: 21,856 shares; 2025Q4: 21,479 shares; 2026Q1: 13,692 shares; 2026Q2: 13,692 shares 13,692 $574K 0.09% 0 Timeline MYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,523 shares; 2024Q4: 17,070 shares; 2025Q1: 19,345 shares; 2025Q2: 19,214 shares; 2025Q3: 19,238 shares; 2025Q4: 18,809 shares; 2026Q1: 18,435 shares; 2026Q2: 18,435 shares 18,435 $549K 0.09% 0 Timeline DARP TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,871 shares; 2024Q4: 15,279 shares; 2025Q1: 16,368 shares; 2025Q2: 16,079 shares; 2025Q3: 16,078 shares; 2025Q4: 15,736 shares; 2026Q1: 9,891 shares; 2026Q2: 9,891 shares 9,891 $548K 0.09% 0 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,084 shares; 2024Q4: 6,752 shares; 2025Q1: 5,625 shares; 2025Q2: 9,956 shares; 2025Q3: 12,084 shares; 2025Q4: 3,100 shares; 2026Q1: 2,798 shares; 2026Q2: 2,798 shares 2,798 $547K 0.09% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,150 shares; 2024Q4: 3,150 shares; 2025Q1: 3,150 shares; 2025Q2: 3,150 shares; 2025Q3: 3,183 shares; 2025Q4: 3,183 shares; 2026Q1: 3,179 shares; 2026Q2: 6,763 shares 6,763 $537K 0.08% +3,584 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,824 shares; 2024Q4: 4,824 shares; 2025Q1: 4,824 shares; 2025Q2: 4,824 shares; 2025Q3: 4,824 shares; 2025Q4: 4,824 shares; 2026Q1: 4,824 shares; 2026Q2: 4,824 shares 4,824 $528K 0.08% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,403 shares; 2024Q4: 1,403 shares; 2025Q1: 1,403 shares; 2025Q2: 1,403 shares; 2025Q3: 1,416 shares; 2025Q4: 1,416 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares 1,400 $521K 0.08% 0 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: 2,293 shares; 2024Q4: 2,293 shares; 2025Q1: 2,294 shares; 2025Q2: 2,370 shares; 2025Q3: 2,361 shares; 2025Q4: 2,362 shares; 2026Q1: 2,234 shares; 2026Q2: 2,234 shares 2,234 $513K 0.08% 0 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,600 shares; 2026Q1: 2,366 shares; 2026Q2: 2,366 shares 2,366 $509K 0.08% 0 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES 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: 3,416 shares; 2026Q1: 3,416 shares; 2026Q2: 3,416 shares 3,416 $505K 0.08% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,534 shares; 2024Q4: 1,534 shares; 2025Q1: 1,534 shares; 2025Q2: 1,519 shares; 2025Q3: 1,538 shares; 2025Q4: 1,688 shares; 2026Q1: 1,543 shares; 2026Q2: 1,543 shares 1,543 $493K 0.08% 0 Timeline KOLD PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 150,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 120,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $491K 0.08% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 349 shares; 2024Q4: 349 shares; 2025Q1: 349 shares; 2025Q2: 349 shares; 2025Q3: 349 shares; 2025Q4: 409 shares; 2026Q1: 349 shares; 2026Q2: 349 shares 349 $484K 0.08% 0 Timeline BAB 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: 20,596 shares; 2024Q4: 22,682 shares; 2025Q1: 23,347 shares; 2025Q2: 23,222 shares; 2025Q3: 23,107 shares; 2025Q4: 22,851 shares; 2026Q1: 17,100 shares; 2026Q2: 17,100 shares 17,100 $458K 0.07% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 467 shares; 2025Q4: 467 shares; 2026Q1: 592 shares; 2026Q2: 592 shares 592 $448K 0.07% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 940 shares; 2024Q4: not reported; 2025Q1: 757 shares; 2025Q2: not reported; 2025Q3: 775 shares; 2025Q4: 775 shares; 2026Q1: 775 shares; 2026Q2: 1,550 shares 1,550 $447K 0.07% +775 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,435 shares; 2024Q4: 1,478 shares; 2025Q1: 1,450 shares; 2025Q2: 5,290 shares; 2025Q3: 1,451 shares; 2025Q4: 2,810 shares; 2026Q1: 2,750 shares; 2026Q2: 2,750 shares 2,750 $446K 0.07% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,196 shares; 2024Q4: 1,196 shares; 2025Q1: 1,196 shares; 2025Q2: 1,196 shares; 2025Q3: 1,207 shares; 2025Q4: 1,207 shares; 2026Q1: 1,207 shares; 2026Q2: 1,207 shares 1,207 $432K 0.07% 0 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: 19,113 shares; 2024Q4: 1,648 shares; 2025Q1: 1,649 shares; 2025Q2: 1,423 shares; 2025Q3: 1,130 shares; 2025Q4: 1,128 shares; 2026Q1: 1,098 shares; 2026Q2: 1,098 shares 1,098 $430K 0.07% 0 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,250 shares; 2026Q2: 4,500 shares 4,500 $422K 0.07% +2,250 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,404 shares; 2024Q4: 1,404 shares; 2025Q1: 1,404 shares; 2025Q2: 1,404 shares; 2025Q3: 1,208 shares; 2025Q4: 1,208 shares; 2026Q1: 1,208 shares; 2026Q2: 1,208 shares 1,208 $409K 0.06% 0 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: 405 shares; 2024Q4: 405 shares; 2025Q1: 395 shares; 2025Q2: 389 shares; 2025Q3: 406 shares; 2025Q4: 3,830 shares; 2026Q1: 4,446 shares; 2026Q2: 4,446 shares 4,446 $405K 0.06% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,683 shares; 2024Q4: not reported; 2025Q1: 7,015 shares; 2025Q2: 6,954 shares; 2025Q3: 6,941 shares; 2025Q4: 6,960 shares; 2026Q1: 6,077 shares; 2026Q2: 6,077 shares 6,077 $401K 0.06% 0 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: 23,828 shares; 2024Q4: 24,002 shares; 2025Q1: 28,077 shares; 2025Q2: 29,596 shares; 2025Q3: 4,402 shares; 2025Q4: 4,241 shares; 2026Q1: 3,525 shares; 2026Q2: 3,525 shares 3,525 $399K 0.06% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,987 shares; 2026Q2: 3,987 shares 3,987 $393K 0.06% 0 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: 2,813 shares; 2024Q4: 2,743 shares; 2025Q1: 2,879 shares; 2025Q2: 2,818 shares; 2025Q3: 2,849 shares; 2025Q4: 2,714 shares; 2026Q1: 2,472 shares; 2026Q2: 2,472 shares 2,472 $382K 0.06% 0 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: 437 shares; 2024Q4: 437 shares; 2025Q1: 437 shares; 2025Q2: 437 shares; 2025Q3: 437 shares; 2025Q4: 437 shares; 2026Q1: 437 shares; 2026Q2: 437 shares 437 $379K 0.06% 0 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: 194,729 shares; 2024Q4: 298,280 shares; 2025Q1: 78,739 shares; 2025Q2: 5,272 shares; 2025Q3: 5,517 shares; 2025Q4: 7,047 shares; 2026Q1: 4,287 shares; 2026Q2: 4,287 shares 4,287 $362K 0.06% 0 Timeline FMKT TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,791 shares; 2026Q2: 15,791 shares 15,791 $352K 0.05% 0 Timeline BIGY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,630 shares; 2026Q2: 6,630 shares 6,630 $346K 0.05% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,613 shares; 2024Q4: 3,613 shares; 2025Q1: 3,613 shares; 2025Q2: 3,613 shares; 2025Q3: 3,633 shares; 2025Q4: 3,633 shares; 2026Q1: 3,613 shares; 2026Q2: 3,613 shares 3,613 $341K 0.05% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98 shares; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 80 shares; 2025Q3: 82 shares; 2025Q4: 83 shares; 2026Q1: 2,056 shares; 2026Q2: 2,056 shares 2,056 $340K 0.05% 0 Timeline TAIL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,723 shares; 2024Q4: 25,462 shares; 2025Q1: 28,075 shares; 2025Q2: 27,027 shares; 2025Q3: 28,605 shares; 2025Q4: 28,436 shares; 2026Q1: 30,882 shares; 2026Q2: 30,882 shares 30,882 $338K 0.05% 0 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,564 shares; 2024Q4: 5,696 shares; 2025Q1: 5,542 shares; 2025Q2: 5,559 shares; 2025Q3: 5,625 shares; 2025Q4: 5,658 shares; 2026Q1: 5,303 shares; 2026Q2: 5,303 shares 5,303 $333K 0.05% 0 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,789 shares; 2024Q4: 1,789 shares; 2025Q1: 1,789 shares; 2025Q2: 1,789 shares; 2025Q3: 1,789 shares; 2025Q4: 1,789 shares; 2026Q1: 1,789 shares; 2026Q2: 1,789 shares 1,789 $333K 0.05% 0 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: 8,320 shares; 2024Q4: 7,423 shares; 2025Q1: 7,266 shares; 2025Q2: 7,197 shares; 2025Q3: 7,050 shares; 2025Q4: 6,802 shares; 2026Q1: 6,245 shares; 2026Q2: 6,245 shares 6,245 $326K 0.05% 0 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,838 shares; 2024Q4: 3,677 shares; 2025Q1: 3,542 shares; 2025Q2: 3,317 shares; 2025Q3: 3,055 shares; 2025Q4: 2,567 shares; 2026Q1: 2,372 shares; 2026Q2: 2,372 shares 2,372 $321K 0.05% 0 Timeline AFGR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,081 shares; 2024Q4: 14,992 shares; 2025Q1: 17,551 shares; 2025Q2: 18,225 shares; 2025Q3: 18,068 shares; 2025Q4: 15,576 shares; 2026Q1: 9,048 shares; 2026Q2: 9,048 shares 9,048 $320K 0.05% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 362 shares; 2025Q3: 362 shares; 2025Q4: 378 shares; 2026Q1: 393 shares; 2026Q2: 393 shares 393 $317K 0.05% 0 Timeline AGQI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,454 shares; 2024Q4: 26,215 shares; 2025Q1: 34,935 shares; 2025Q2: 36,923 shares; 2025Q3: 36,891 shares; 2025Q4: 31,477 shares; 2026Q1: 17,722 shares; 2026Q2: 17,722 shares 17,722 $313K 0.05% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,320 shares; 2025Q4: 4,309 shares; 2026Q1: 4,311 shares; 2026Q2: 4,311 shares 4,311 $312K 0.05% 0 Timeline KSPY KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,157 shares; 2025Q2: 11,174 shares; 2025Q3: 11,296 shares; 2025Q4: 11,384 shares; 2026Q1: 10,692 shares; 2026Q2: 10,692 shares 10,692 $303K 0.05% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,564 shares; 2025Q2: 3,564 shares; 2025Q3: 3,577 shares; 2025Q4: 3,577 shares; 2026Q1: 3,564 shares; 2026Q2: 3,564 shares 3,564 $303K 0.05% 0 Timeline HTUS CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,591 shares; 2024Q4: 14,626 shares; 2025Q1: 8,792 shares; 2025Q2: 8,809 shares; 2025Q3: 8,626 shares; 2025Q4: 7,610 shares; 2026Q1: 7,168 shares; 2026Q2: 7,168 shares 7,168 $302K 0.05% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,008 shares; 2025Q2: 1,142 shares; 2025Q3: 1,178 shares; 2025Q4: 1,127 shares; 2026Q1: 1,074 shares; 2026Q2: 1,074 shares 1,074 $301K 0.05% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,229 shares; 2024Q4: 1,229 shares; 2025Q1: 1,229 shares; 2025Q2: 1,068 shares; 2025Q3: 653 shares; 2025Q4: 890 shares; 2026Q1: 964 shares; 2026Q2: 964 shares 964 $301K 0.05% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,874 shares; 2024Q4: 1,661 shares; 2025Q1: 1,602 shares; 2025Q2: 1,601 shares; 2025Q3: 1,594 shares; 2025Q4: 1,533 shares; 2026Q1: 1,395 shares; 2026Q2: 1,395 shares 1,395 $299K 0.05% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,260 shares; 2024Q4: 1,260 shares; 2025Q1: 1,260 shares; 2025Q2: 1,290 shares; 2025Q3: 1,341 shares; 2025Q4: 1,348 shares; 2026Q1: 1,318 shares; 2026Q2: 1,318 shares 1,318 $295K 0.05% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,918 shares; 2025Q4: 1,877 shares; 2026Q1: 1,713 shares; 2026Q2: 1,713 shares 1,713 $293K 0.05% 0 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: 287 shares; 2025Q1: 285 shares; 2025Q2: 296 shares; 2025Q3: 301 shares; 2025Q4: 301 shares; 2026Q1: 269 shares; 2026Q2: 269 shares 269 $283K 0.04% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 909 shares; 2025Q3: 909 shares; 2025Q4: 889 shares; 2026Q1: 680 shares; 2026Q2: 680 shares 680 $273K 0.04% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,205 shares; 2024Q4: 2,676 shares; 2025Q1: 2,515 shares; 2025Q2: 2,398 shares; 2025Q3: not reported; 2025Q4: 2,468 shares; 2026Q1: 2,567 shares; 2026Q2: 2,567 shares 2,567 $269K 0.04% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,281 shares; 2024Q4: 3,281 shares; 2025Q1: 3,257 shares; 2025Q2: 2,983 shares; 2025Q3: 3,038 shares; 2025Q4: 3,390 shares; 2026Q1: 3,020 shares; 2026Q2: 3,020 shares 3,020 $264K 0.04% 0 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: 770 shares; 2024Q4: 756 shares; 2025Q1: 756 shares; 2025Q2: 555 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 604 shares; 2026Q2: 604 shares 604 $255K 0.04% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 456 shares; 2024Q4: 456 shares; 2025Q1: 456 shares; 2025Q2: 447 shares; 2025Q3: 456 shares; 2025Q4: 459 shares; 2026Q1: 556 shares; 2026Q2: 556 shares 556 $252K 0.04% 0 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,337 shares; 2024Q4: 12,478 shares; 2025Q1: 14,725 shares; 2025Q2: 15,312 shares; 2025Q3: 15,136 shares; 2025Q4: 12,676 shares; 2026Q1: 7,032 shares; 2026Q2: 7,032 shares 7,032 $247K 0.04% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,531 shares; 2024Q4: 8,675 shares; 2025Q1: 18,712 shares; 2025Q2: 40,791 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,003 shares; 2026Q2: 4,003 shares 4,003 $238K 0.04% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,611 shares 3,611 $232K 0.04% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,339 shares; 2025Q3: 1,382 shares; 2025Q4: 1,384 shares; 2026Q1: 1,221 shares; 2026Q2: 1,221 shares 1,221 $232K 0.04% 0 Timeline XLG 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: 3,780 shares; 2025Q3: 3,780 shares; 2025Q4: 3,780 shares; 2026Q1: 3,780 shares; 2026Q2: 3,780 shares 3,780 $231K 0.04% 0 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: 6,243 shares; 2024Q4: 1,243 shares; 2025Q1: 1,243 shares; 2025Q2: 1,086 shares; 2025Q3: 2,917 shares; 2025Q4: not reported; 2026Q1: 1,033 shares; 2026Q2: 1,033 shares 1,033 $229K 0.04% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,249 shares; 2025Q2: 2,621 shares; 2025Q3: 2,508 shares; 2025Q4: 2,500 shares; 2026Q1: 2,674 shares; 2026Q2: 2,674 shares 2,674 $227K 0.04% 0 Timeline TRND PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,389 shares; 2024Q4: 8,276 shares; 2025Q1: 8,004 shares; 2025Q2: 7,779 shares; 2025Q3: 6,663 shares; 2025Q4: 6,321 shares; 2026Q1: 6,321 shares; 2026Q2: 6,321 shares 6,321 $222K 0.03% 0 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,900 shares; 2026Q2: 1,900 shares 1,900 $222K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 602 shares; 2025Q3: 607 shares; 2025Q4: 611 shares; 2026Q1: 545 shares; 2026Q2: 545 shares 545 $218K 0.03% 0 Timeline BGT BLACKROCK FLOATING RATE INC More: the full row for BLACKROCK FLOATING RATE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,859 shares; 2025Q2: 19,859 shares; 2025Q3: 19,859 shares; 2025Q4: 19,859 shares; 2026Q1: 19,859 shares; 2026Q2: 19,859 shares 19,859 $216K 0.03% 0 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,507 shares; 2024Q4: not reported; 2025Q1: 6,347 shares; 2025Q2: 6,334 shares; 2025Q3: 6,320 shares; 2025Q4: 6,279 shares; 2026Q1: 5,891 shares; 2026Q2: 5,891 shares 5,891 $215K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,425 shares 2,425 $214K 0.03% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,590 shares; 2026Q2: 2,590 shares 2,590 $213K 0.03% 0 Timeline DFUV 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: not reported; 2025Q3: not reported; 2025Q4: 4,093 shares; 2026Q1: 4,093 shares; 2026Q2: 4,093 shares 4,093 $211K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,129 shares; 2026Q2: 1,129 shares 1,129 $208K 0.03% 0 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,386 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,358 shares; 2025Q3: 5,380 shares; 2025Q4: 5,357 shares; 2026Q1: 4,980 shares; 2026Q2: 4,980 shares 4,980 $207K 0.03% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,912 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,535 shares; 2025Q4: 2,539 shares; 2026Q1: 2,335 shares; 2026Q2: 2,335 shares 2,335 $206K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,168 shares; 2026Q2: 2,168 shares 2,168 $204K 0.03% 0 Timeline BTYB TIDAL TRUST III More: the full row for TIDAL TRUST 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: 8,191 shares; 2026Q2: 8,191 shares 8,191 $202K 0.03% 0 Timeline CRPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,176 shares; 2024Q4: 20,915 shares; 2025Q1: 27,266 shares; 2025Q2: 28,238 shares; 2025Q3: 27,878 shares; 2025Q4: 25,119 shares; 2026Q1: 12,820 shares; 2026Q2: 12,820 shares 12,820 $198K 0.03% 0 Timeline XRPZ FRANKLIN XRP TRUST More: the full row for FRANKLIN XRP 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: 12,900 shares; 2026Q1: 12,900 shares; 2026Q2: 12,900 shares 12,900 $196K 0.03% 0 Timeline UNG UNITED STS NAT GAS FD LP More: the full row for UNITED STS NAT GAS FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 215,000 shares; 2025Q1: not reported; 2025Q2: 80,000 shares; 2025Q3: 20,000 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,000 shares 20,000 $195K 0.03% new Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,016 shares; 2024Q4: 24,847 shares; 2025Q1: 26,735 shares; 2025Q2: 27,151 shares; 2025Q3: 27,424 shares; 2025Q4: 28,099 shares; 2026Q1: 23,940 shares; 2026Q2: 23,940 shares 23,940 $112K 0.02% 0 Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,000 shares; 2025Q3: 22,500 shares; 2025Q4: 28,991 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $85.6K 0.01% 0 Timeline