SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 413,223 shares; 2024Q4: 411,930 shares; 2025Q1: 410,140 shares; 2025Q2: 424,818 shares; 2025Q3: 541,535 shares; 2025Q4: 542,690 shares; 2026Q1: 499,430 shares; 2026Q2: 817,671 shares 817,671 $97.3M 7.74% +318,241 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: 505,014 shares; 2024Q4: 608,587 shares; 2025Q1: 517,552 shares; 2025Q2: 554,178 shares; 2025Q3: 687,832 shares; 2025Q4: 707,615 shares; 2026Q1: 1,601,814 shares; 2026Q2: 1,211,498 shares 1,211,498 $73.6M 5.86% -390,316 Timeline JAVA 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: 289,252 shares; 2024Q4: 307,397 shares; 2025Q1: 312,592 shares; 2025Q2: 330,056 shares; 2025Q3: 357,032 shares; 2025Q4: 361,450 shares; 2026Q1: 351,999 shares; 2026Q2: 552,018 shares 552,018 $43.8M 3.49% +200,019 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212,742 shares; 2024Q4: 228,251 shares; 2025Q1: 233,499 shares; 2025Q2: 191,830 shares; 2025Q3: 199,619 shares; 2025Q4: 200,153 shares; 2026Q1: 192,783 shares; 2026Q2: 365,342 shares 365,342 $43.5M 3.46% +172,559 Timeline MDYG 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: 226,381 shares; 2024Q4: 226,543 shares; 2025Q1: 230,823 shares; 2025Q2: 245,665 shares; 2025Q3: 262,087 shares; 2025Q4: 269,100 shares; 2026Q1: 548,826 shares; 2026Q2: 374,287 shares 374,287 $42M 3.34% -174,539 Timeline SLYV 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: 218,346 shares; 2024Q4: 234,072 shares; 2025Q1: 239,950 shares; 2025Q2: 202,579 shares; 2025Q3: 211,659 shares; 2025Q4: 211,141 shares; 2026Q1: 201,126 shares; 2026Q2: 381,642 shares 381,642 $41.6M 3.31% +180,516 Timeline MDYV 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: 249,956 shares; 2024Q4: 265,612 shares; 2025Q1: 267,771 shares; 2025Q2: 282,007 shares; 2025Q3: 299,475 shares; 2025Q4: 306,362 shares; 2026Q1: 601,278 shares; 2026Q2: 422,035 shares 422,035 $40M 3.18% -179,243 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: 42,578 shares; 2024Q4: 50,097 shares; 2025Q1: 52,284 shares; 2025Q2: 58,891 shares; 2025Q3: 62,492 shares; 2025Q4: 123,768 shares; 2026Q1: 122,308 shares; 2026Q2: 209,968 shares 209,968 $40M 3.18% +87,660 Timeline FLCO FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 910,087 shares; 2026Q2: 1,857,864 shares 1,857,864 $39.8M 3.17% +947,777 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 95,062 shares; 2025Q3: 116,926 shares; 2025Q4: 127,610 shares; 2026Q1: 139,210 shares; 2026Q2: 342,489 shares 342,489 $36.2M 2.87% +203,279 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: 63,350 shares; 2024Q4: 65,906 shares; 2025Q1: 68,081 shares; 2025Q2: 73,191 shares; 2025Q3: 81,660 shares; 2025Q4: 83,838 shares; 2026Q1: 88,345 shares; 2026Q2: 104,086 shares 104,086 $35.7M 2.84% +15,741 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 434,405 shares; 2024Q4: 484,942 shares; 2025Q1: 494,490 shares; 2025Q2: 484,386 shares; 2025Q3: 516,158 shares; 2025Q4: 535,904 shares; 2026Q1: 551,351 shares; 2026Q2: 1,435,557 shares 1,435,557 $32M 2.54% +884,206 Timeline SPAB 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: 1,522,309 shares; 2024Q4: 1,054,048 shares; 2025Q1: 1,120,509 shares; 2025Q2: 1,124,404 shares; 2025Q3: 1,232,568 shares; 2025Q4: 1,299,020 shares; 2026Q1: 2,817,632 shares; 2026Q2: 999,682 shares 999,682 $25.5M 2.03% -1,817,950 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,377 shares; 2024Q4: 17,661 shares; 2025Q1: 19,341 shares; 2025Q2: 20,167 shares; 2025Q3: 11,409 shares; 2025Q4: 11,383 shares; 2026Q1: 12,512 shares; 2026Q2: 247,021 shares 247,021 $23.8M 1.9% +234,509 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 113,268 shares; 2025Q4: 119,357 shares; 2026Q1: 127,711 shares; 2026Q2: 253,880 shares 253,880 $22.6M 1.8% +126,169 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: 79,137 shares; 2024Q4: 75,313 shares; 2025Q1: 73,244 shares; 2025Q2: 70,929 shares; 2025Q3: 65,682 shares; 2025Q4: 62,437 shares; 2026Q1: 58,209 shares; 2026Q2: 112,689 shares 112,689 $22.5M 1.79% +54,480 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: 38,778 shares; 2024Q4: 37,617 shares; 2025Q1: 40,205 shares; 2025Q2: 43,373 shares; 2025Q3: 41,954 shares; 2025Q4: 40,371 shares; 2026Q1: 39,366 shares; 2026Q2: 76,656 shares 76,656 $22.2M 1.76% +37,290 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: 26,664 shares; 2024Q4: 27,623 shares; 2025Q1: 27,948 shares; 2025Q2: 31,207 shares; 2025Q3: 31,014 shares; 2025Q4: 30,606 shares; 2026Q1: 28,423 shares; 2026Q2: 53,929 shares 53,929 $19.3M 1.53% +25,506 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: 15,565 shares; 2024Q4: 15,452 shares; 2025Q1: 15,915 shares; 2025Q2: 16,566 shares; 2025Q3: 16,629 shares; 2025Q4: 16,803 shares; 2026Q1: 36,940 shares; 2026Q2: 48,438 shares 48,438 $18.1M 1.44% +11,498 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: 26,915 shares; 2024Q4: 27,000 shares; 2025Q1: 27,621 shares; 2025Q2: 26,702 shares; 2025Q3: 25,941 shares; 2025Q4: 25,793 shares; 2026Q1: 24,457 shares; 2026Q2: 47,265 shares 47,265 $17.9M 1.42% +22,808 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: 112,512 shares; 2024Q4: 93,434 shares; 2025Q1: 162,738 shares; 2025Q2: 170,896 shares; 2025Q3: 99,114 shares; 2025Q4: 101,683 shares; 2026Q1: 152,498 shares; 2026Q2: 201,965 shares 201,965 $17.7M 1.41% +49,467 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,946 shares; 2024Q4: 21,601 shares; 2025Q1: 99,510 shares; 2025Q2: 110,044 shares; 2025Q3: 135,821 shares; 2025Q4: 150,289 shares; 2026Q1: 177,455 shares; 2026Q2: 325,844 shares 325,844 $16.1M 1.28% +148,389 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: 27,164 shares; 2024Q4: 28,865 shares; 2025Q1: 33,863 shares; 2025Q2: 28,936 shares; 2025Q3: 29,140 shares; 2025Q4: 26,152 shares; 2026Q1: 57,548 shares; 2026Q2: 37,572 shares 37,572 $15.8M 1.26% -19,976 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: 29,209 shares; 2024Q4: 29,365 shares; 2025Q1: 29,252 shares; 2025Q2: 32,695 shares; 2025Q3: 31,540 shares; 2025Q4: 31,777 shares; 2026Q1: 31,344 shares; 2026Q2: 63,086 shares 63,086 $15M 1.2% +31,742 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: 129,387 shares; 2024Q4: 82,385 shares; 2025Q1: 141,739 shares; 2025Q2: 187,076 shares; 2025Q3: 176,447 shares; 2025Q4: 144,636 shares; 2026Q1: 166,581 shares; 2026Q2: 275,024 shares 275,024 $13.9M 1.1% +108,443 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,210 shares; 2025Q1: 46,492 shares; 2025Q2: 60,622 shares; 2025Q3: 88,956 shares; 2025Q4: 106,750 shares; 2026Q1: 211,236 shares; 2026Q2: 402,966 shares 402,966 $13.1M 1.04% +191,730 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: 48,647 shares; 2024Q4: 62,619 shares; 2025Q1: 54,410 shares; 2025Q2: 95,045 shares; 2025Q3: 91,756 shares; 2025Q4: 96,431 shares; 2026Q1: 83,111 shares; 2026Q2: 157,040 shares 157,040 $13M 1.03% +73,929 Timeline DIAL COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR 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: 315,253 shares; 2025Q4: 326,547 shares; 2026Q1: 668,338 shares; 2026Q2: 680,631 shares 680,631 $12.4M 0.98% +12,293 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: 6,087 shares; 2024Q4: 6,204 shares; 2025Q1: 6,434 shares; 2025Q2: 6,920 shares; 2025Q3: 7,207 shares; 2025Q4: 7,285 shares; 2026Q1: 21,860 shares; 2026Q2: 21,438 shares 21,438 $12.1M 0.96% -422 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: 30,634 shares; 2024Q4: 39,639 shares; 2025Q1: 17,661 shares; 2025Q2: 18,865 shares; 2025Q3: 23,554 shares; 2025Q4: 38,802 shares; 2026Q1: 38,638 shares; 2026Q2: 80,594 shares 80,594 $12M 0.95% +41,956 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: not reported; 2026Q2: 144,708 shares 144,708 $11.9M 0.94% new Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,564 shares; 2025Q3: 69,109 shares; 2025Q4: 64,134 shares; 2026Q1: 51,539 shares; 2026Q2: 114,886 shares 114,886 $11.5M 0.92% +63,347 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 600,266 shares 600,266 $10.8M 0.86% new Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,832 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,901 shares; 2025Q3: 35,736 shares; 2025Q4: 36,116 shares; 2026Q1: not reported; 2026Q2: 64,256 shares 64,256 $10.4M 0.83% new 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: 3,596 shares; 2024Q4: 3,652 shares; 2025Q1: 3,975 shares; 2025Q2: 4,266 shares; 2025Q3: 4,398 shares; 2025Q4: 4,456 shares; 2026Q1: 4,360 shares; 2026Q2: 8,507 shares 8,507 $10.2M 0.81% +4,147 Timeline SPHQ 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: 57,465 shares; 2024Q4: 57,560 shares; 2025Q1: 57,146 shares; 2025Q2: 3,024 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,777 shares; 2026Q2: 112,754 shares 112,754 $10.2M 0.81% +55,977 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: 712 shares; 2026Q1: 1,418 shares; 2026Q2: 7,697 shares 7,697 $8.88M 0.71% +6,279 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: 66,982 shares; 2024Q4: 84,744 shares; 2025Q1: 74,522 shares; 2025Q2: 71,903 shares; 2025Q3: 69,554 shares; 2025Q4: 54,261 shares; 2026Q1: 51,163 shares; 2026Q2: 108,989 shares 108,989 $8.4M 0.67% +57,826 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 958 shares; 2025Q2: 1,460 shares; 2025Q3: 1,552 shares; 2025Q4: 4,888 shares; 2026Q1: 10,354 shares; 2026Q2: 9,909 shares 9,909 $7.56M 0.6% -445 Timeline TRPA 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: 9,009 shares; 2025Q1: 11,447 shares; 2025Q2: 16,806 shares; 2025Q3: 40,814 shares; 2025Q4: 52,176 shares; 2026Q1: 96,069 shares; 2026Q2: 192,686 shares 192,686 $7.49M 0.6% +96,617 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: 4,138 shares; 2026Q1: 3,962 shares; 2026Q2: 6,369 shares 6,369 $7.48M 0.59% +2,407 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 238,428 shares; 2025Q4: 250,323 shares; 2026Q1: 246,887 shares; 2026Q2: 178,022 shares 178,022 $7.14M 0.57% -68,865 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: 14,643 shares; 2024Q4: 14,950 shares; 2025Q1: 15,458 shares; 2025Q2: 15,481 shares; 2025Q3: 15,190 shares; 2025Q4: 15,472 shares; 2026Q1: 11,323 shares; 2026Q2: 21,503 shares 21,503 $7.04M 0.56% +10,180 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN 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: 222,811 shares; 2025Q4: 235,953 shares; 2026Q1: not reported; 2026Q2: 135,405 shares 135,405 $6.84M 0.54% new Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,273 shares; 2024Q4: 31,399 shares; 2025Q1: 30,249 shares; 2025Q2: 29,169 shares; 2025Q3: 27,892 shares; 2025Q4: 27,399 shares; 2026Q1: 7,009 shares; 2026Q2: 132,152 shares 132,152 $5.59M 0.44% +125,143 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,158 shares; 2024Q4: 9,694 shares; 2025Q1: 10,608 shares; 2025Q2: 11,098 shares; 2025Q3: 11,597 shares; 2025Q4: 12,314 shares; 2026Q1: 11,947 shares; 2026Q2: 22,589 shares 22,589 $5.47M 0.43% +10,642 Timeline CRAK 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: 118,134 shares; 2026Q2: 114,904 shares 114,904 $5.29M 0.42% -3,230 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: 2,624 shares; 2024Q4: 2,593 shares; 2025Q1: 2,697 shares; 2025Q2: 2,731 shares; 2025Q3: 2,756 shares; 2025Q4: 2,700 shares; 2026Q1: 5,478 shares; 2026Q2: 5,326 shares 5,326 $4.98M 0.4% -152 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: 2,121 shares; 2024Q4: 2,163 shares; 2025Q1: 2,381 shares; 2025Q2: 2,797 shares; 2025Q3: 2,813 shares; 2025Q4: 2,748 shares; 2026Q1: 2,591 shares; 2026Q2: 4,913 shares 4,913 $4.97M 0.4% +2,322 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,628 shares; 2025Q1: 13,987 shares; 2025Q2: 47,528 shares; 2025Q3: 51,315 shares; 2025Q4: 63,577 shares; 2026Q1: 70,506 shares; 2026Q2: 146,531 shares 146,531 $4.88M 0.39% +76,025 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: 58,627 shares; 2024Q4: 57,700 shares; 2025Q1: 55,543 shares; 2025Q2: 51,639 shares; 2025Q3: 51,460 shares; 2025Q4: 51,460 shares; 2026Q1: 51,267 shares; 2026Q2: 102,534 shares 102,534 $4.67M 0.37% +51,267 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: 4,726 shares; 2024Q4: 5,093 shares; 2025Q1: 5,400 shares; 2025Q2: 5,880 shares; 2025Q3: 5,872 shares; 2025Q4: 5,991 shares; 2026Q1: 5,068 shares; 2026Q2: 9,294 shares 9,294 $4.65M 0.37% +4,226 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,740 shares 26,740 $4.57M 0.36% new Timeline SPHY 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: 78,704 shares; 2024Q4: 83,210 shares; 2025Q1: 85,526 shares; 2025Q2: 91,394 shares; 2025Q3: 90,979 shares; 2025Q4: 89,957 shares; 2026Q1: 186,326 shares; 2026Q2: 190,926 shares 190,926 $4.48M 0.36% +4,600 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,139 shares; 2026Q2: 40,237 shares 40,237 $4.05M 0.32% +21,098 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,722 shares; 2024Q4: 8,647 shares; 2025Q1: 8,863 shares; 2025Q2: 8,870 shares; 2025Q3: 9,039 shares; 2025Q4: 9,130 shares; 2026Q1: 8,981 shares; 2026Q2: 16,689 shares 16,689 $3.97M 0.32% +7,708 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: 7,351 shares; 2024Q4: 7,553 shares; 2025Q1: 8,231 shares; 2025Q2: 8,481 shares; 2025Q3: 8,480 shares; 2025Q4: 8,888 shares; 2026Q1: 8,910 shares; 2026Q2: 16,229 shares 16,229 $3.58M 0.28% +7,319 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: 11,772 shares; 2024Q4: 11,798 shares; 2025Q1: 12,536 shares; 2025Q2: 12,584 shares; 2025Q3: 12,433 shares; 2025Q4: 12,439 shares; 2026Q1: 12,556 shares; 2026Q2: 23,972 shares 23,972 $3.52M 0.28% +11,416 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,401 shares; 2024Q4: 6,855 shares; 2025Q1: 6,991 shares; 2025Q2: 7,491 shares; 2025Q3: 7,548 shares; 2025Q4: 6,967 shares; 2026Q1: 6,889 shares; 2026Q2: 9,894 shares 9,894 $3.51M 0.28% +3,005 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,794 shares; 2024Q4: 11,410 shares; 2025Q1: 12,805 shares; 2025Q2: 13,264 shares; 2025Q3: 13,581 shares; 2025Q4: 14,471 shares; 2026Q1: 28,248 shares; 2026Q2: 26,923 shares 26,923 $3.41M 0.27% -1,325 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,784 shares; 2025Q1: 12,267 shares; 2025Q2: 18,501 shares; 2025Q3: 16,011 shares; 2025Q4: 17,057 shares; 2026Q1: 9,746 shares; 2026Q2: 19,466 shares 19,466 $3.2M 0.25% +9,720 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: 5,696 shares; 2024Q4: 5,943 shares; 2025Q1: 6,318 shares; 2025Q2: 6,347 shares; 2025Q3: 6,394 shares; 2025Q4: 6,597 shares; 2026Q1: 6,254 shares; 2026Q2: 12,001 shares 12,001 $3.07M 0.24% +5,747 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: 3,012 shares; 2024Q4: 1,988 shares; 2025Q1: 2,099 shares; 2025Q2: 10,432 shares; 2025Q3: 10,477 shares; 2025Q4: 4,031 shares; 2026Q1: 8,046 shares; 2026Q2: 3,949 shares 3,949 $2.95M 0.23% -4,097 Timeline HELO 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: 25,044 shares; 2024Q4: 27,071 shares; 2025Q1: 28,132 shares; 2025Q2: 30,652 shares; 2025Q3: 31,525 shares; 2025Q4: 34,764 shares; 2026Q1: 40,270 shares; 2026Q2: 43,584 shares 43,584 $2.95M 0.23% +3,314 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: 2,513 shares; 2024Q4: 2,431 shares; 2025Q1: 2,739 shares; 2025Q2: 2,787 shares; 2025Q3: 2,687 shares; 2025Q4: 2,978 shares; 2026Q1: 5,678 shares; 2026Q2: 32,489 shares 32,489 $2.8M 0.22% +26,811 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,971 shares; 2024Q4: 29,359 shares; 2025Q1: 28,725 shares; 2025Q2: 27,810 shares; 2025Q3: 30,859 shares; 2025Q4: 31,243 shares; 2026Q1: 31,575 shares; 2026Q2: 60,768 shares 60,768 $2.74M 0.22% +29,193 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,755 shares; 2024Q4: 2,759 shares; 2025Q1: 3,047 shares; 2025Q2: 3,258 shares; 2025Q3: 3,244 shares; 2025Q4: 3,314 shares; 2026Q1: 6,452 shares; 2026Q2: 6,002 shares 6,002 $2.71M 0.22% -450 Timeline XOP 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: 1,915 shares; 2024Q4: 1,887 shares; 2025Q1: 9,335 shares; 2025Q2: 9,542 shares; 2025Q3: 9,267 shares; 2025Q4: 8,965 shares; 2026Q1: 18,026 shares; 2026Q2: 17,328 shares 17,328 $2.67M 0.21% -698 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,420 shares; 2025Q4: 10,758 shares; 2026Q1: 11,209 shares; 2026Q2: 21,863 shares 21,863 $2.55M 0.2% +10,654 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: 9,939 shares; 2024Q4: 9,381 shares; 2025Q1: 10,866 shares; 2025Q2: 13,464 shares; 2025Q3: 14,684 shares; 2025Q4: 16,077 shares; 2026Q1: 28,384 shares; 2026Q2: 22,440 shares 22,440 $2.54M 0.2% -5,944 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: 8,689 shares; 2024Q4: 9,560 shares; 2025Q1: 10,063 shares; 2025Q2: 10,936 shares; 2025Q3: 11,787 shares; 2025Q4: 11,781 shares; 2026Q1: 22,340 shares; 2026Q2: 19,556 shares 19,556 $2.51M 0.2% -2,784 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: 3,811 shares; 2024Q4: 3,908 shares; 2025Q1: 3,692 shares; 2025Q2: 3,913 shares; 2025Q3: 3,997 shares; 2025Q4: 3,779 shares; 2026Q1: 7,338 shares; 2026Q2: 7,231 shares 7,231 $2.48M 0.2% -107 Timeline SPGM 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: 37,361 shares; 2024Q4: 32,133 shares; 2025Q1: 31,452 shares; 2025Q2: 32,061 shares; 2025Q3: 18,313 shares; 2025Q4: 8,538 shares; 2026Q1: 15,568 shares; 2026Q2: 28,216 shares 28,216 $2.42M 0.19% +12,648 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,176 shares; 2024Q4: 2,176 shares; 2025Q1: 2,159 shares; 2025Q2: 2,638 shares; 2025Q3: 2,591 shares; 2025Q4: 2,591 shares; 2026Q1: 2,493 shares; 2026Q2: 6,820 shares 6,820 $2.41M 0.19% +4,327 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: 16,083 shares; 2024Q4: 16,878 shares; 2025Q1: 18,931 shares; 2025Q2: 20,211 shares; 2025Q3: 20,673 shares; 2025Q4: 20,858 shares; 2026Q1: 20,689 shares; 2026Q2: 38,804 shares 38,804 $2.4M 0.19% +18,115 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,416 shares; 2024Q4: 1,416 shares; 2025Q1: 1,397 shares; 2025Q2: 1,267 shares; 2025Q3: 1,267 shares; 2025Q4: 1,267 shares; 2026Q1: 2,884 shares; 2026Q2: 20,072 shares 20,072 $2.4M 0.19% +17,188 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,445 shares; 2024Q4: 5,101 shares; 2025Q1: 6,200 shares; 2025Q2: 6,332 shares; 2025Q3: 5,724 shares; 2025Q4: 5,525 shares; 2026Q1: 5,074 shares; 2026Q2: 9,428 shares 9,428 $2.39M 0.19% +4,354 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,942 shares; 2024Q4: 3,045 shares; 2025Q1: 3,264 shares; 2025Q2: 2,349 shares; 2025Q3: 2,324 shares; 2025Q4: 2,413 shares; 2026Q1: 4,756 shares; 2026Q2: 4,698 shares 4,698 $2.36M 0.19% -58 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: 1,632 shares; 2024Q4: 1,593 shares; 2025Q1: 1,688 shares; 2025Q2: 2,069 shares; 2025Q3: 2,052 shares; 2025Q4: 2,448 shares; 2026Q1: 2,374 shares; 2026Q2: 4,530 shares 4,530 $2.35M 0.19% +2,156 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,567 shares; 2025Q3: 40,519 shares; 2025Q4: 40,479 shares; 2026Q1: 39,557 shares; 2026Q2: 92,474 shares 92,474 $2.3M 0.18% +52,917 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 940 shares; 2026Q1: 2,057 shares; 2026Q2: 3,850 shares 3,850 $2.24M 0.18% +1,793 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: 552 shares; 2024Q4: 493 shares; 2025Q1: 507 shares; 2025Q2: not reported; 2025Q3: 877 shares; 2025Q4: 778 shares; 2026Q1: 4,818 shares; 2026Q2: 5,341 shares 5,341 $2.22M 0.18% +523 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,009 shares; 2025Q2: 1,832 shares; 2025Q3: 2,549 shares; 2025Q4: 2,531 shares; 2026Q1: 5,484 shares; 2026Q2: 5,342 shares 5,342 $2.22M 0.18% -142 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,745 shares; 2024Q4: 5,787 shares; 2025Q1: 6,148 shares; 2025Q2: 6,532 shares; 2025Q3: 6,841 shares; 2025Q4: 7,554 shares; 2026Q1: 7,493 shares; 2026Q2: 14,117 shares 14,117 $2.21M 0.18% +6,624 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS 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: 2,162 shares; 2026Q2: 1,907 shares 1,907 $2.16M 0.17% -255 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,224 shares; 2024Q4: 2,256 shares; 2025Q1: 2,835 shares; 2025Q2: 2,314 shares; 2025Q3: 2,286 shares; 2025Q4: 2,195 shares; 2026Q1: 3,752 shares; 2026Q2: 3,330 shares 3,330 $2.11M 0.17% -422 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,406 shares; 2025Q2: 2,407 shares; 2025Q3: 2,285 shares; 2025Q4: 2,285 shares; 2026Q1: 23,260 shares; 2026Q2: 19,802 shares 19,802 $2.06M 0.16% -3,458 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: 821 shares; 2024Q4: 1,060 shares; 2025Q1: 903 shares; 2025Q2: 1,312 shares; 2025Q3: 1,239 shares; 2025Q4: 1,255 shares; 2026Q1: 1,357 shares; 2026Q2: 1,921 shares 1,921 $2.05M 0.16% +564 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: 1,100 shares; 2024Q4: 1,271 shares; 2025Q1: 1,728 shares; 2025Q2: 1,934 shares; 2025Q3: 2,347 shares; 2025Q4: 2,371 shares; 2026Q1: 2,433 shares; 2026Q2: 4,868 shares 4,868 $1.88M 0.15% +2,435 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,355 shares; 2024Q4: 17,904 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,133 shares; 2025Q4: 20,105 shares; 2026Q1: 20,918 shares; 2026Q2: 42,718 shares 42,718 $1.84M 0.15% +21,800 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,157 shares; 2025Q2: 4,157 shares; 2025Q3: 4,069 shares; 2025Q4: 4,069 shares; 2026Q1: 8,106 shares; 2026Q2: 8,212 shares 8,212 $1.84M 0.15% +106 Timeline BAP CREDICORP LTD More: the full row for CREDICORP 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: 2,746 shares; 2026Q1: 5,274 shares; 2026Q2: 4,362 shares 4,362 $1.7M 0.14% -912 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,887 shares; 2026Q2: 9,958 shares 9,958 $1.68M 0.13% +4,071 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: 9,723 shares; 2024Q4: 10,375 shares; 2025Q1: 4,612 shares; 2025Q2: 4,611 shares; 2025Q3: 4,737 shares; 2025Q4: 4,946 shares; 2026Q1: 6,838 shares; 2026Q2: 9,881 shares 9,881 $1.64M 0.13% +3,043 Timeline PHM PULTE GROUP INC More: the full row for PULTE 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: not reported; 2026Q1: 5,397 shares; 2026Q2: 11,566 shares 11,566 $1.59M 0.13% +6,169 Timeline BWX 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: 34,702 shares; 2024Q4: 32,914 shares; 2025Q1: 31,858 shares; 2025Q2: 45,054 shares; 2025Q3: 39,574 shares; 2025Q4: 36,325 shares; 2026Q1: 80,584 shares; 2026Q2: 70,836 shares 70,836 $1.54M 0.12% -9,748 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,348 shares; 2025Q2: 2,347 shares; 2025Q3: 3,090 shares; 2025Q4: 3,017 shares; 2026Q1: 2,957 shares; 2026Q2: 5,670 shares 5,670 $1.43M 0.11% +2,713 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,665 shares; 2024Q4: 28,355 shares; 2025Q1: 28,908 shares; 2025Q2: 29,749 shares; 2025Q3: 29,794 shares; 2025Q4: 6,379 shares; 2026Q1: 4,748 shares; 2026Q2: 8,826 shares 8,826 $1.36M 0.11% +4,078 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: 634 shares; 2024Q4: 1,016 shares; 2025Q1: 1,284 shares; 2025Q2: 1,561 shares; 2025Q3: 2,003 shares; 2025Q4: 1,976 shares; 2026Q1: 1,914 shares; 2026Q2: 3,673 shares 3,673 $1.33M 0.11% +1,759 Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,291 shares; 2025Q2: 9,691 shares; 2025Q3: 14,000 shares; 2025Q4: 14,056 shares; 2026Q1: 27,510 shares; 2026Q2: 27,262 shares 27,262 $1.33M 0.11% -248 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,005 shares; 2026Q1: 2,976 shares; 2026Q2: 6,018 shares 6,018 $1.31M 0.1% +3,042 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL 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: 386 shares; 2025Q4: 385 shares; 2026Q1: not reported; 2026Q2: 672 shares 672 $1.31M 0.1% new 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: 2,860 shares; 2024Q4: 2,936 shares; 2025Q1: 2,479 shares; 2025Q2: 2,276 shares; 2025Q3: 2,071 shares; 2025Q4: 3,015 shares; 2026Q1: 4,390 shares; 2026Q2: 4,384 shares 4,384 $1.31M 0.1% -6 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS 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: 2,033 shares; 2026Q2: 2,584 shares 2,584 $1.31M 0.1% +551 Timeline SGHC SUPER GROUP SGHC LIMITED More: the full row for SUPER GROUP SGHC LIMITED 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: 47,932 shares; 2026Q1: 95,168 shares; 2026Q2: 93,874 shares 93,874 $1.27M 0.1% -1,294 Timeline LAUR LAUREATE ED INC More: the full row for LAUREATE ED 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: 34,280 shares 34,280 $1.25M 0.1% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 859 shares; 2026Q1: 862 shares; 2026Q2: 1,710 shares 1,710 $1.24M 0.1% +848 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: 633 shares; 2024Q4: 1,456 shares; 2025Q1: 3,595 shares; 2025Q2: 4,737 shares; 2025Q3: 4,725 shares; 2025Q4: 4,906 shares; 2026Q1: 1,945 shares; 2026Q2: 3,612 shares 3,612 $1.23M 0.1% +1,667 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A 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: 13,562 shares 13,562 $1.23M 0.1% new 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: 6,219 shares; 2024Q4: 8,133 shares; 2025Q1: 9,794 shares; 2025Q2: 12,047 shares; 2025Q3: 14,829 shares; 2025Q4: 14,744 shares; 2026Q1: 28,584 shares; 2026Q2: 28,713 shares 28,713 $1.22M 0.1% +129 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,869 shares 13,869 $1.2M 0.1% new Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,182 shares; 2024Q4: 94,430 shares; 2025Q1: 95,414 shares; 2025Q2: 101,655 shares; 2025Q3: 9,864 shares; 2025Q4: 9,790 shares; 2026Q1: 4,075 shares; 2026Q2: 9,592 shares 9,592 $1.2M 0.1% +5,517 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: 758 shares; 2024Q4: 870 shares; 2025Q1: 891 shares; 2025Q2: 773 shares; 2025Q3: 773 shares; 2025Q4: 836 shares; 2026Q1: 1,804 shares; 2026Q2: 1,732 shares 1,732 $1.19M 0.09% -72 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA 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: 3,966 shares; 2026Q1: 7,716 shares; 2026Q2: 7,604 shares 7,604 $1.18M 0.09% -112 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: 743 shares; 2024Q4: 1,402 shares; 2025Q1: 1,918 shares; 2025Q2: 2,827 shares; 2025Q3: 4,050 shares; 2025Q4: 4,044 shares; 2026Q1: 4,046 shares; 2026Q2: 9,284 shares 9,284 $1.16M 0.09% +5,238 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: 778 shares; 2024Q4: 474 shares; 2025Q1: 428 shares; 2025Q2: 488 shares; 2025Q3: 504 shares; 2025Q4: 665 shares; 2026Q1: 1,693 shares; 2026Q2: 1,562 shares 1,562 $1.15M 0.09% -131 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: 5,750 shares; 2024Q4: 1,122 shares; 2025Q1: 1,620 shares; 2025Q2: 1,359 shares; 2025Q3: 1,333 shares; 2025Q4: 1,352 shares; 2026Q1: 2,912 shares; 2026Q2: 2,984 shares 2,984 $1.1M 0.09% +72 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 428,820 shares; 2024Q4: 358,722 shares; 2025Q1: 364,084 shares; 2025Q2: 312,414 shares; 2025Q3: 346,565 shares; 2025Q4: 349,230 shares; 2026Q1: 673,338 shares; 2026Q2: 12,048 shares 12,048 $1.1M 0.09% -661,290 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: 4,644 shares; 2024Q4: 4,432 shares; 2025Q1: 5,156 shares; 2025Q2: 5,207 shares; 2025Q3: 4,760 shares; 2025Q4: 4,444 shares; 2026Q1: 8,898 shares; 2026Q2: 9,398 shares 9,398 $1.1M 0.09% +500 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: 1,244 shares; 2024Q4: 1,231 shares; 2025Q1: 1,227 shares; 2025Q2: 1,262 shares; 2025Q3: 1,259 shares; 2025Q4: 1,255 shares; 2026Q1: 1,296 shares; 2026Q2: 1,446 shares 1,446 $1.08M 0.09% +150 Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,032 shares 2,032 $1.07M 0.09% new 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: not reported; 2025Q3: 1,286 shares; 2025Q4: 2,074 shares; 2026Q1: 3,175 shares; 2026Q2: 7,133 shares 7,133 $1.05M 0.08% +3,958 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: 1,445 shares; 2024Q4: 2,573 shares; 2025Q1: 3,550 shares; 2025Q2: 1,692 shares; 2025Q3: 6,373 shares; 2025Q4: 6,180 shares; 2026Q1: 1,874 shares; 2026Q2: 3,662 shares 3,662 $1.03M 0.08% +1,788 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: 1,112 shares; 2024Q4: 1,112 shares; 2025Q1: 1,069 shares; 2025Q2: 1,091 shares; 2025Q3: 1,045 shares; 2025Q4: 1,055 shares; 2026Q1: 2,024 shares; 2026Q2: 1,980 shares 1,980 $1.02M 0.08% -44 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,651 shares; 2024Q4: 1,641 shares; 2025Q1: 2,096 shares; 2025Q2: 2,259 shares; 2025Q3: 2,232 shares; 2025Q4: 3,011 shares; 2026Q1: 4,478 shares; 2026Q2: 4,646 shares 4,646 $1.01M 0.08% +168 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: 14,471 shares; 2024Q4: 13,611 shares; 2025Q1: 12,156 shares; 2025Q2: 11,694 shares; 2025Q3: 11,517 shares; 2025Q4: 11,375 shares; 2026Q1: not reported; 2026Q2: 19,312 shares 19,312 $1000K 0.08% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,333 shares 17,333 $999K 0.08% new 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: 2,034 shares; 2024Q4: 1,973 shares; 2025Q1: 1,779 shares; 2025Q2: 1,475 shares; 2025Q3: 1,400 shares; 2025Q4: 1,339 shares; 2026Q1: 1,244 shares; 2026Q2: 2,488 shares 2,488 $988K 0.08% +1,244 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: 783 shares; 2025Q1: 758 shares; 2025Q2: 760 shares; 2025Q3: 729 shares; 2025Q4: 670 shares; 2026Q1: 525 shares; 2026Q2: 1,012 shares 1,012 $974K 0.08% +487 Timeline HTHT H WORLD GROUP LTD More: the full row for H WORLD GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,562 shares 22,562 $941K 0.07% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,264 shares; 2024Q4: 5,019 shares; 2025Q1: 5,192 shares; 2025Q2: 5,717 shares; 2025Q3: 5,410 shares; 2025Q4: 5,575 shares; 2026Q1: 11,340 shares; 2026Q2: 10,665 shares 10,665 $936K 0.07% -675 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,169 shares; 2024Q4: 4,980 shares; 2025Q1: 4,488 shares; 2025Q2: 4,198 shares; 2025Q3: 4,084 shares; 2025Q4: 3,444 shares; 2026Q1: 2,666 shares; 2026Q2: 4,826 shares 4,826 $915K 0.07% +2,160 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,133 shares; 2026Q2: 6,218 shares 6,218 $906K 0.07% +3,085 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,312 shares; 2025Q4: 3,846 shares; 2026Q1: 4,592 shares; 2026Q2: 10,116 shares 10,116 $895K 0.07% +5,524 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: 6,955 shares; 2024Q4: 7,020 shares; 2025Q1: 5,980 shares; 2025Q2: 5,604 shares; 2025Q3: 5,389 shares; 2025Q4: 5,259 shares; 2026Q1: 4,055 shares; 2026Q2: 7,584 shares 7,584 $889K 0.07% +3,529 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,681 shares; 2026Q2: 4,838 shares 4,838 $855K 0.07% +2,157 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: 298 shares; 2024Q4: 299 shares; 2025Q1: 324 shares; 2025Q2: 308 shares; 2025Q3: 504 shares; 2025Q4: 5,615 shares; 2026Q1: 11,436 shares; 2026Q2: 11,692 shares 11,692 $835K 0.07% +256 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: not reported; 2025Q1: not reported; 2025Q2: 4,611 shares; 2025Q3: 6,417 shares; 2025Q4: 6,360 shares; 2026Q1: 6,280 shares; 2026Q2: 11,564 shares 11,564 $832K 0.07% +5,284 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: 252 shares; 2025Q1: 336 shares; 2025Q2: 8,124 shares; 2025Q3: 9,979 shares; 2025Q4: 9,938 shares; 2026Q1: 9,855 shares; 2026Q2: 8,544 shares 8,544 $787K 0.06% -1,311 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,277 shares; 2024Q4: 1,020 shares; 2025Q1: 1,243 shares; 2025Q2: 3,255 shares; 2025Q3: 3,235 shares; 2025Q4: 3,217 shares; 2026Q1: 5,426 shares; 2026Q2: 3,962 shares 3,962 $755K 0.06% -1,464 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,111 shares; 2024Q4: 1,352 shares; 2025Q1: 1,609 shares; 2025Q2: 1,711 shares; 2025Q3: 1,964 shares; 2025Q4: 1,055 shares; 2026Q1: 905 shares; 2026Q2: 1,473 shares 1,473 $750K 0.06% +568 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,288 shares; 2025Q2: 3,386 shares; 2025Q3: 3,334 shares; 2025Q4: 2,884 shares; 2026Q1: 5,576 shares; 2026Q2: 5,116 shares 5,116 $749K 0.06% -460 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,487 shares; 2024Q4: 6,669 shares; 2025Q1: 6,235 shares; 2025Q2: 6,219 shares; 2025Q3: 5,634 shares; 2025Q4: 5,739 shares; 2026Q1: 9,672 shares; 2026Q2: 10,156 shares 10,156 $733K 0.06% +484 Timeline JPMB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,368 shares; 2024Q4: 7,592 shares; 2025Q1: 7,760 shares; 2025Q2: 8,279 shares; 2025Q3: 8,520 shares; 2025Q4: 8,602 shares; 2026Q1: 8,867 shares; 2026Q2: 18,118 shares 18,118 $730K 0.06% +9,251 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,778 shares; 2025Q2: 3,005 shares; 2025Q3: 3,056 shares; 2025Q4: 2,459 shares; 2026Q1: 2,811 shares; 2026Q2: 5,277 shares 5,277 $722K 0.06% +2,466 Timeline STBF TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG 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: 27,703 shares 27,703 $703K 0.06% new Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,933 shares 12,933 $651K 0.05% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,299 shares; 2024Q4: 4,494 shares; 2025Q1: 3,999 shares; 2025Q2: 3,692 shares; 2025Q3: 3,328 shares; 2025Q4: 2,966 shares; 2026Q1: 4,062 shares; 2026Q2: 3,626 shares 3,626 $651K 0.05% -436 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: 3,794 shares; 2024Q4: 3,852 shares; 2025Q1: 2,997 shares; 2025Q2: 3,015 shares; 2025Q3: 2,818 shares; 2025Q4: 2,446 shares; 2026Q1: 4,670 shares; 2026Q2: 4,154 shares 4,154 $651K 0.05% -516 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,212 shares; 2025Q3: 3,163 shares; 2025Q4: 3,156 shares; 2026Q1: 6,104 shares; 2026Q2: 6,016 shares 6,016 $639K 0.05% -88 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,043 shares; 2025Q2: 13,091 shares; 2025Q3: 12,748 shares; 2025Q4: 11,876 shares; 2026Q1: 11,373 shares; 2026Q2: 21,048 shares 21,048 $636K 0.05% +9,675 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,091 shares; 2025Q3: 6,738 shares; 2025Q4: 6,738 shares; 2026Q1: 6,738 shares; 2026Q2: 13,476 shares 13,476 $634K 0.05% +6,738 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: 1,959 shares; 2024Q4: 1,799 shares; 2025Q1: 2,046 shares; 2025Q2: 1,823 shares; 2025Q3: 1,648 shares; 2025Q4: 1,324 shares; 2026Q1: 2,560 shares; 2026Q2: 2,069 shares 2,069 $627K 0.05% -491 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES 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: 29,200 shares 29,200 $615K 0.05% new Timeline BUXX 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: not reported; 2026Q2: 30,111 shares 30,111 $609K 0.05% new 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: 2,221 shares; 2024Q4: 2,038 shares; 2025Q1: 2,050 shares; 2025Q2: 2,050 shares; 2025Q3: 2,050 shares; 2025Q4: 2,050 shares; 2026Q1: 4,100 shares; 2026Q2: 4,055 shares 4,055 $593K 0.05% -45 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,110 shares; 2026Q2: 1,236 shares 1,236 $590K 0.05% +126 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED 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: 21,013 shares; 2025Q4: 20,792 shares; 2026Q1: 4,350 shares; 2026Q2: 7,796 shares 7,796 $584K 0.05% +3,446 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,035 shares; 2024Q4: 9,520 shares; 2025Q1: 4,762 shares; 2025Q2: 3,831 shares; 2025Q3: 3,584 shares; 2025Q4: 3,584 shares; 2026Q1: 3,584 shares; 2026Q2: 7,168 shares 7,168 $579K 0.05% +3,584 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT 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: 18,980 shares 18,980 $573K 0.05% new 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: not reported; 2024Q4: 755 shares; 2025Q1: 3,159 shares; 2025Q2: 3,159 shares; 2025Q3: 3,260 shares; 2025Q4: 3,260 shares; 2026Q1: 6,530 shares; 2026Q2: 6,530 shares 6,530 $568K 0.05% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 879 shares; 2024Q4: 842 shares; 2025Q1: 834 shares; 2025Q2: 832 shares; 2025Q3: 832 shares; 2025Q4: 1,086 shares; 2026Q1: 707 shares; 2026Q2: 1,390 shares 1,390 $566K 0.05% +683 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,153 shares; 2024Q4: 6,008 shares; 2025Q1: 3,897 shares; 2025Q2: 3,897 shares; 2025Q3: 3,175 shares; 2025Q4: 2,937 shares; 2026Q1: 2,738 shares; 2026Q2: 3,160 shares 3,160 $557K 0.04% +422 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,634 shares; 2025Q4: 1,618 shares; 2026Q1: 1,587 shares; 2026Q2: 3,138 shares 3,138 $551K 0.04% +1,551 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: 1,062 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,097 shares; 2025Q3: 1,062 shares; 2025Q4: 1,062 shares; 2026Q1: 1,193 shares; 2026Q2: 2,255 shares 2,255 $547K 0.04% +1,062 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: 2,939 shares; 2024Q4: 1,570 shares; 2025Q1: 1,658 shares; 2025Q2: 1,388 shares; 2025Q3: 1,330 shares; 2025Q4: 1,013 shares; 2026Q1: 4,456 shares; 2026Q2: 6,726 shares 6,726 $542K 0.04% +2,270 Timeline VBK 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: 956 shares; 2024Q4: 941 shares; 2025Q1: 936 shares; 2025Q2: 960 shares; 2025Q3: 703 shares; 2025Q4: 755 shares; 2026Q1: 1,488 shares; 2026Q2: 1,474 shares 1,474 $539K 0.04% -14 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: 3,024 shares; 2025Q1: 3,368 shares; 2025Q2: 3,636 shares; 2025Q3: 3,658 shares; 2025Q4: 3,674 shares; 2026Q1: 7,132 shares; 2026Q2: 6,487 shares 6,487 $536K 0.04% -645 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: 1,965 shares; 2024Q4: 1,903 shares; 2025Q1: 2,731 shares; 2025Q2: 2,806 shares; 2025Q3: 2,891 shares; 2025Q4: 2,891 shares; 2026Q1: 4,504 shares; 2026Q2: 3,528 shares 3,528 $534K 0.04% -976 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,417 shares; 2025Q1: 10,988 shares; 2025Q2: 10,291 shares; 2025Q3: 10,254 shares; 2025Q4: 10,254 shares; 2026Q1: 10,216 shares; 2026Q2: 20,432 shares 20,432 $530K 0.04% +10,216 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,593 shares; 2024Q4: 1,549 shares; 2025Q1: 1,429 shares; 2025Q2: 1,429 shares; 2025Q3: 1,344 shares; 2025Q4: 1,432 shares; 2026Q1: 2,522 shares; 2026Q2: 1,927 shares 1,927 $521K 0.04% -595 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,318 shares; 2024Q4: 5,546 shares; 2025Q1: 5,839 shares; 2025Q2: 6,313 shares; 2025Q3: 5,829 shares; 2025Q4: 5,744 shares; 2026Q1: 5,684 shares; 2026Q2: 9,604 shares 9,604 $521K 0.04% +3,920 Timeline FLCB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,208,278 shares; 2025Q1: 1,268,374 shares; 2025Q2: 1,255,116 shares; 2025Q3: 888,788 shares; 2025Q4: 888,527 shares; 2026Q1: 12,035 shares; 2026Q2: 24,072 shares 24,072 $515K 0.04% +12,037 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,228 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,272 shares; 2025Q4: 2,290 shares; 2026Q1: not reported; 2026Q2: 4,518 shares 4,518 $510K 0.04% new 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: 3,064 shares; 2024Q4: 2,880 shares; 2025Q1: 2,745 shares; 2025Q2: 2,841 shares; 2025Q3: 2,861 shares; 2025Q4: 2,859 shares; 2026Q1: 5,716 shares; 2026Q2: 2,130 shares 2,130 $504K 0.04% -3,586 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: 2,930 shares; 2024Q4: not reported; 2025Q1: 3,278 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,732 shares; 2026Q2: 5,904 shares 5,904 $480K 0.04% -828 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,432 shares; 2026Q2: 8,470 shares 8,470 $477K 0.04% +38 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: 7,445 shares; 2024Q4: 7,695 shares; 2025Q1: 8,669 shares; 2025Q2: 9,740 shares; 2025Q3: 9,719 shares; 2025Q4: not reported; 2026Q1: 1,736 shares; 2026Q2: 1,738 shares 1,738 $473K 0.04% +2 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM 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: 10,628 shares; 2025Q4: 10,548 shares; 2026Q1: 10,309 shares; 2026Q2: 20,414 shares 20,414 $464K 0.04% +10,105 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,381 shares; 2026Q1: 6,276 shares; 2026Q2: 12,476 shares 12,476 $459K 0.04% +6,200 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: not reported; 2026Q1: 5,806 shares; 2026Q2: 6,306 shares 6,306 $449K 0.04% +500 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,398 shares 5,398 $446K 0.04% new 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: 75 shares; 2024Q4: 76 shares; 2025Q1: 77 shares; 2025Q2: 70 shares; 2025Q3: 67 shares; 2025Q4: 67 shares; 2026Q1: 53 shares; 2026Q2: 2,478 shares 2,478 $442K 0.04% +2,425 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,699 shares; 2026Q2: 3,169 shares 3,169 $434K 0.03% +1,470 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,889 shares 1,889 $423K 0.03% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY 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: 4,818 shares 4,818 $417K 0.03% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,887 shares 1,887 $417K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,740 shares 3,740 $402K 0.03% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,714 shares; 2026Q2: 10,734 shares 10,734 $397K 0.03% +4,020 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,970 shares; 2024Q4: 5,840 shares; 2025Q1: 4,293 shares; 2025Q2: 4,054 shares; 2025Q3: 3,109 shares; 2025Q4: 3,211 shares; 2026Q1: 4,876 shares; 2026Q2: 4,112 shares 4,112 $396K 0.03% -764 Timeline SPTI 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: 7,205 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,392 shares; 2026Q2: 13,862 shares 13,862 $394K 0.03% +3,470 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,640 shares; 2024Q4: 1,728 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,456 shares; 2026Q2: 3,637 shares 3,637 $391K 0.03% +181 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 749 shares 749 $391K 0.03% new Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,814 shares; 2024Q4: 6,251 shares; 2025Q1: 61,061 shares; 2025Q2: 61,792 shares; 2025Q3: 58,386 shares; 2025Q4: 57,136 shares; 2026Q1: not reported; 2026Q2: 8,060 shares 8,060 $380K 0.03% new 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: not reported; 2026Q1: 8,760 shares; 2026Q2: 8,684 shares 8,684 $380K 0.03% -76 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,766 shares 5,766 $379K 0.03% new 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: 7,283 shares; 2024Q4: 6,962 shares; 2025Q1: 6,881 shares; 2025Q2: 6,664 shares; 2025Q3: 5,831 shares; 2025Q4: 4,734 shares; 2026Q1: 8,360 shares; 2026Q2: 7,580 shares 7,580 $378K 0.03% -780 Timeline TRP TC ENERGY CORP More: the full row for TC 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: 6,030 shares; 2026Q2: 5,672 shares 5,672 $376K 0.03% -358 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,773 shares; 2026Q2: 6,498 shares 6,498 $367K 0.03% +2,725 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,675 shares; 2026Q1: 3,390 shares; 2026Q2: 3,160 shares 3,160 $364K 0.03% -230 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,742 shares 1,742 $361K 0.03% new Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET 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: 8,066 shares 8,066 $359K 0.03% new Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,098 shares 8,098 $357K 0.03% new Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,790 shares 7,790 $356K 0.03% new Timeline BBJP 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: 4,626 shares 4,626 $348K 0.03% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,245 shares; 2024Q4: 3,088 shares; 2025Q1: 2,790 shares; 2025Q2: 2,089 shares; 2025Q3: 1,646 shares; 2025Q4: 1,643 shares; 2026Q1: 1,386 shares; 2026Q2: 2,559 shares 2,559 $346K 0.03% +1,173 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: 7,026 shares; 2024Q4: 5,845 shares; 2025Q1: 5,682 shares; 2025Q2: 5,273 shares; 2025Q3: 5,305 shares; 2025Q4: 4,921 shares; 2026Q1: 4,447 shares; 2026Q2: 6,042 shares 6,042 $344K 0.03% +1,595 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,293 shares; 2024Q4: 2,359 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,542 shares 2,542 $344K 0.03% 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: 575 shares; 2024Q4: 557 shares; 2025Q1: 595 shares; 2025Q2: 579 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 967 shares 967 $341K 0.03% new Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,418 shares 4,418 $336K 0.03% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB 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: not reported; 2026Q2: 5,416 shares 5,416 $334K 0.03% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,262 shares 2,262 $324K 0.03% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,442 shares 1,442 $323K 0.03% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,248 shares 1,248 $319K 0.03% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,314 shares; 2026Q2: 2,388 shares 2,388 $312K 0.02% +74 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,412 shares; 2026Q2: 1,189 shares 1,189 $310K 0.02% -223 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,709 shares 1,709 $309K 0.02% new Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING 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: 1,978 shares 1,978 $309K 0.02% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,292 shares 1,292 $307K 0.02% 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: 2,361 shares; 2024Q4: 2,473 shares; 2025Q1: 2,447 shares; 2025Q2: 1,958 shares; 2025Q3: 1,798 shares; 2025Q4: 1,509 shares; 2026Q1: not reported; 2026Q2: 1,494 shares 1,494 $300K 0.02% new 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: 2,914 shares 2,914 $290K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,668 shares 2,668 $289K 0.02% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 954 shares 954 $284K 0.02% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,336 shares; 2024Q4: 2,311 shares; 2025Q1: 2,339 shares; 2025Q2: 2,242 shares; 2025Q3: 2,242 shares; 2025Q4: 1,447 shares; 2026Q1: 1,481 shares; 2026Q2: 1,503 shares 1,503 $283K 0.02% +22 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,954 shares 1,954 $282K 0.02% new Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,264 shares; 2026Q2: 2,178 shares 2,178 $278K 0.02% -86 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,529 shares; 2024Q4: 2,694 shares; 2025Q1: 3,090 shares; 2025Q2: 2,840 shares; 2025Q3: 2,540 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,806 shares 3,806 $277K 0.02% new Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD 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: 11,640 shares 11,640 $275K 0.02% new Timeline CDE COEUR MNG INC More: the full row for COEUR MNG 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: 16,810 shares 16,810 $274K 0.02% new Timeline TDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,632 shares 8,632 $274K 0.02% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,036 shares; 2025Q2: 1,597 shares; 2025Q3: 2,081 shares; 2025Q4: 2,144 shares; 2026Q1: 5,494 shares; 2026Q2: 1,603 shares 1,603 $269K 0.02% -3,891 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,151 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,638 shares 1,638 $268K 0.02% new 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: 10,902 shares; 2024Q4: 9,092 shares; 2025Q1: 8,098 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,086 shares 11,086 $267K 0.02% new Timeline AUGO AURA MINERALS INC More: the full row for AURA MINERALS 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: 4,238 shares 4,238 $267K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,618 shares 1,618 $266K 0.02% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE 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: 835 shares 835 $266K 0.02% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,170 shares; 2026Q2: 1,170 shares 1,170 $266K 0.02% 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,000 shares 4,000 $262K 0.02% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,484 shares 3,484 $259K 0.02% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 766 shares 766 $259K 0.02% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 605 shares 605 $258K 0.02% new Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE 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: not reported; 2026Q1: not reported; 2026Q2: 6,348 shares 6,348 $257K 0.02% new Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,828 shares 2,828 $254K 0.02% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 725 shares 725 $254K 0.02% new Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,552 shares 4,552 $249K 0.02% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,662 shares 2,662 $246K 0.02% new Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,650 shares 1,650 $244K 0.02% new 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: not reported; 2026Q2: 726 shares 726 $243K 0.02% new Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,078 shares 8,078 $243K 0.02% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,760 shares; 2026Q1: 40,774 shares; 2026Q2: 8,715 shares 8,715 $239K 0.02% -32,059 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,444 shares; 2026Q2: 2,240 shares 2,240 $238K 0.02% -204 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI 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: 2,951 shares; 2025Q4: 2,423 shares; 2026Q1: not reported; 2026Q2: 2,888 shares 2,888 $234K 0.02% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,084 shares; 2026Q2: 3,084 shares 3,084 $233K 0.02% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY 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: not reported; 2026Q1: not reported; 2026Q2: 2,016 shares 2,016 $232K 0.02% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG 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: 4,660 shares 4,660 $231K 0.02% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 605 shares 605 $226K 0.02% new Timeline BVN COMPANIA DE MINAS BUENAVENTU More: the full row for COMPANIA DE MINAS BUENAVENTU 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 $223K 0.02% new Timeline DGT 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: 1,200 shares 1,200 $222K 0.02% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,812 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,994 shares 2,994 $220K 0.02% new 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: 959 shares; 2024Q4: 1,024 shares; 2025Q1: 1,121 shares; 2025Q2: 972 shares; 2025Q3: 786 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 810 shares 810 $219K 0.02% new Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,021 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,056 shares 2,056 $207K 0.02% new Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,759 shares; 2025Q1: 43,333 shares; 2025Q2: 18,233 shares; 2025Q3: 4,113 shares; 2025Q4: 4,358 shares; 2026Q1: 92,682 shares; 2026Q2: 4,160 shares 4,160 $207K 0.02% -88,522 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT 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: 272 shares 272 $207K 0.02% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO 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: 10,359 shares 10,359 $206K 0.02% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,149 shares 2,149 $201K 0.02% new Timeline NASA TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,620 shares 6,620 $201K 0.02% new Timeline ITIC INVESTORS TITLE CO NC More: the full row for INVESTORS TITLE CO NC 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: 734 shares 734 $201K 0.02% new Timeline ASM AVINO SILVER & GOLD MINES LT More: the full row for AVINO SILVER & GOLD MINES LT 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: 30,352 shares 30,352 $192K 0.02% new Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE 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: 10,324 shares 10,324 $150K 0.01% new Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,746 shares 12,746 $138K 0.01% new Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB 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: 10,784 shares 10,784 $106K 0.01% new Timeline LAES SEALSQ CORP More: the full row for SEALSQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,027 shares; 2025Q4: 14,216 shares; 2026Q1: 14,216 shares; 2026Q2: 28,432 shares 28,432 $89.6K 0.01% +14,216 Timeline