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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 572,147 shares; 2025Q3: 611,357 shares; 2025Q4: 639,632 shares; 2026Q1: 623,705 shares; 2026Q2: 733,638 shares 733,638 $66.1M 18.32% +109,933 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 471,012 shares; 2024Q4: 28,403,144 shares; 2025Q1: 28,077,062 shares; 2025Q2: 738,447 shares; 2025Q3: 767,505 shares; 2025Q4: 795,098 shares; 2026Q1: 775,044 shares; 2026Q2: 776,421 shares 776,421 $47.5M 13.17% +1,377 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 743,108 shares; 2024Q4: 38,039,428 shares; 2025Q1: 39,475,476 shares; 2025Q2: 764,071 shares; 2025Q3: 745,104 shares; 2025Q4: 716,465 shares; 2026Q1: 707,394 shares; 2026Q2: 841,052 shares 841,052 $42.9M 11.9% +133,658 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,016 shares; 2024Q4: 50,716,939 shares; 2025Q1: 50,721,617 shares; 2025Q2: 99,504 shares; 2025Q3: 100,082 shares; 2025Q4: 103,910 shares; 2026Q1: 100,515 shares; 2026Q2: 73,270 shares 73,270 $26.8M 7.43% -27,245 Timeline FLTR 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: 223,773 shares; 2024Q4: 5,409,368 shares; 2025Q1: 12,550,406 shares; 2025Q2: 514,401 shares; 2025Q3: 507,632 shares; 2025Q4: 521,713 shares; 2026Q1: 576,430 shares; 2026Q2: 660,006 shares 660,006 $16.9M 4.68% +83,576 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,390 shares; 2024Q4: 630,146 shares; 2025Q1: 741,453 shares; 2025Q2: 29,849 shares; 2025Q3: 31,982 shares; 2025Q4: 33,540 shares; 2026Q1: 32,856 shares; 2026Q2: 30,785 shares 30,785 $15.4M 4.27% -2,071 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,041 shares; 2024Q4: 5,630,809 shares; 2025Q1: 4,811,329 shares; 2025Q2: 46,690 shares; 2025Q3: 49,940 shares; 2025Q4: 49,809 shares; 2026Q1: 50,243 shares; 2026Q2: 50,999 shares 50,999 $10.2M 2.83% +756 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: 41,421 shares; 2024Q4: 10,368,233 shares; 2025Q1: 9,510,139 shares; 2025Q2: 25,002 shares; 2025Q3: 25,389 shares; 2025Q4: 23,697 shares; 2026Q1: 23,901 shares; 2026Q2: 24,556 shares 24,556 $7.11M 1.97% +655 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,747 shares; 2025Q3: 33,694 shares; 2025Q4: 73,570 shares; 2026Q1: 76,110 shares; 2026Q2: 76,499 shares 76,499 $6.2M 1.72% +389 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,640 shares; 2024Q4: 4,482,439 shares; 2025Q1: 4,296,184 shares; 2025Q2: 35,748 shares; 2025Q3: 36,343 shares; 2025Q4: 37,038 shares; 2026Q1: 35,550 shares; 2026Q2: 31,422 shares 31,422 $6.12M 1.69% -4,128 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: 25,411 shares; 2024Q4: 4,177,133 shares; 2025Q1: 4,713,595 shares; 2025Q2: 28,899 shares; 2025Q3: 29,269 shares; 2025Q4: 30,223 shares; 2026Q1: 29,422 shares; 2026Q2: 23,731 shares 23,731 $6.07M 1.68% -5,691 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: 672 shares; 2024Q4: 518,864 shares; 2025Q1: 619,518 shares; 2025Q2: 757 shares; 2025Q3: 563 shares; 2025Q4: 475 shares; 2026Q1: 490 shares; 2026Q2: 4,778 shares 4,778 $5.73M 1.59% +4,288 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS 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: 43,007 shares 43,007 $5.42M 1.5% new Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65,867 shares; 2025Q3: 70,454 shares; 2025Q4: 73,744 shares; 2026Q1: 70,466 shares; 2026Q2: 73,730 shares 73,730 $5.06M 1.4% +3,264 Timeline STXG 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: 51,141 shares; 2024Q4: 1,983,643 shares; 2025Q1: 1,973,143 shares; 2025Q2: 50,896 shares; 2025Q3: 50,301 shares; 2025Q4: 52,954 shares; 2026Q1: 68,670 shares; 2026Q2: 69,970 shares 69,970 $3.87M 1.07% +1,300 Timeline CEF 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: 93,476 shares; 2024Q4: 1,999,838 shares; 2025Q1: 2,425,734 shares; 2025Q2: 88,446 shares; 2025Q3: 82,212 shares; 2025Q4: 78,665 shares; 2026Q1: 81,443 shares; 2026Q2: 95,014 shares 95,014 $3.82M 1.06% +13,571 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: 305,518 shares; 2024Q4: 16,144,971 shares; 2025Q1: 17,380,190 shares; 2025Q2: 55,874 shares; 2025Q3: 50,473 shares; 2025Q4: 50,061 shares; 2026Q1: 51,334 shares; 2026Q2: 53,147 shares 53,147 $3.23M 0.9% +1,813 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: 8,396 shares; 2024Q4: 1,850,864 shares; 2025Q1: 1,894,116 shares; 2025Q2: 10,362 shares; 2025Q3: 10,954 shares; 2025Q4: 9,996 shares; 2026Q1: 12,818 shares; 2026Q2: 13,371 shares 13,371 $3.19M 0.88% +553 Timeline SHOC 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: 12,687 shares; 2024Q4: 608,583 shares; 2025Q1: 552,187 shares; 2025Q2: 14,508 shares; 2025Q3: 14,801 shares; 2025Q4: 14,466 shares; 2026Q1: 27,360 shares; 2026Q2: 22,977 shares 22,977 $2.8M 0.78% -4,383 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: not reported; 2024Q4: 467,911 shares; 2025Q1: 811,927 shares; 2025Q2: 5,619 shares; 2025Q3: 6,950 shares; 2025Q4: 6,930 shares; 2026Q1: 7,184 shares; 2026Q2: 7,907 shares 7,907 $2.79M 0.77% +723 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: 394,980 shares; 2025Q1: 382,132 shares; 2025Q2: 2,652 shares; 2025Q3: 4,525 shares; 2025Q4: 4,534 shares; 2026Q1: 5,208 shares; 2026Q2: 5,165 shares 5,165 $2.47M 0.68% -43 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,956 shares; 2024Q4: 5,360,455 shares; 2025Q1: 6,238,632 shares; 2025Q2: 5,909 shares; 2025Q3: 5,402 shares; 2025Q4: 5,487 shares; 2026Q1: 5,720 shares; 2026Q2: 6,442 shares 6,442 $2.19M 0.61% +722 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL 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: 3,582 shares; 2025Q4: 4,434 shares; 2026Q1: 9,527 shares; 2026Q2: 4,728 shares 4,728 $2.04M 0.57% -4,799 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: not reported; 2024Q4: 655,838 shares; 2025Q1: 575,270 shares; 2025Q2: 2,363 shares; 2025Q3: 3,764 shares; 2025Q4: 4,548 shares; 2026Q1: 10,656 shares; 2026Q2: 12,920 shares 12,920 $2.02M 0.56% +2,264 Timeline S&P GLOBAL INC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,487 shares 4,487 $1.83M 0.51% new 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: 881,642 shares; 2025Q1: 966,187 shares; 2025Q2: 17,988 shares; 2025Q3: 25,372 shares; 2025Q4: 26,579 shares; 2026Q1: 25,436 shares; 2026Q2: 30,977 shares 30,977 $1.78M 0.49% +5,541 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; 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: 3,290 shares; 2026Q2: 6,466 shares 6,466 $1.69M 0.47% +3,176 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,835 shares; 2026Q2: 7,467 shares 7,467 $1.67M 0.46% +1,632 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,883 shares; 2024Q4: 998,292 shares; 2025Q1: 1,060,816 shares; 2025Q2: 18,028 shares; 2025Q3: 9,951 shares; 2025Q4: 9,935 shares; 2026Q1: 12,592 shares; 2026Q2: 23,259 shares 23,259 $1.66M 0.46% +10,667 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,930 shares; 2025Q4: 1,383 shares; 2026Q1: 1,682 shares; 2026Q2: 1,413 shares 1,413 $1.63M 0.45% -269 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,970 shares; 2024Q4: 302,131 shares; 2025Q1: 515,877 shares; 2025Q2: 3,281 shares; 2025Q3: 3,511 shares; 2025Q4: 3,596 shares; 2026Q1: 9,670 shares; 2026Q2: 13,222 shares 13,222 $1.63M 0.45% +3,552 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,590 shares 12,590 $1.57M 0.43% new Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 608,525 shares; 2025Q2: 12,726 shares; 2025Q3: 14,013 shares; 2025Q4: 17,974 shares; 2026Q1: 22,111 shares; 2026Q2: 29,292 shares 29,292 $1.55M 0.43% +7,181 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: 1,628 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,106 shares; 2025Q3: 8,106 shares; 2025Q4: 8,256 shares; 2026Q1: 8,381 shares; 2026Q2: 9,067 shares 9,067 $1.5M 0.42% +686 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: 1,884 shares; 2024Q4: 823,985 shares; 2025Q1: 1,203,083 shares; 2025Q2: 3,227 shares; 2025Q3: 3,679 shares; 2025Q4: 3,713 shares; 2026Q1: 3,796 shares; 2026Q2: 3,817 shares 3,817 $1.42M 0.39% +21 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS 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: 18,176 shares 18,176 $1.32M 0.37% new 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: 2,820 shares; 2024Q4: 533,826 shares; 2025Q1: 437,322 shares; 2025Q2: 3,168 shares; 2025Q3: 3,708 shares; 2025Q4: 3,708 shares; 2026Q1: 3,733 shares; 2026Q2: 3,605 shares 3,605 $1.29M 0.36% -128 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,136 shares; 2024Q4: 643,156 shares; 2025Q1: 690,678 shares; 2025Q2: 5,977 shares; 2025Q3: 6,368 shares; 2025Q4: 6,565 shares; 2026Q1: 8,043 shares; 2026Q2: 9,668 shares 9,668 $1.25M 0.35% +1,625 Timeline RELX RELX PLC More: the full row for RELX 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: 16,650 shares; 2026Q2: 38,053 shares 38,053 $1.21M 0.33% +21,403 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; 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: 2,655 shares; 2026Q2: 12,590 shares 12,590 $1.2M 0.33% +9,935 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO 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: 4,464 shares; 2025Q4: 5,136 shares; 2026Q1: 6,287 shares; 2026Q2: 8,677 shares 8,677 $1.14M 0.32% +2,390 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: 1,942 shares; 2024Q4: 981,460 shares; 2025Q1: 1,019,988 shares; 2025Q2: 1,987 shares; 2025Q3: 2,208 shares; 2025Q4: 2,206 shares; 2026Q1: 2,194 shares; 2026Q2: 2,214 shares 2,214 $1.14M 0.32% +20 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: not reported; 2024Q4: not reported; 2025Q1: 239,187 shares; 2025Q2: 1,213 shares; 2025Q3: 2,166 shares; 2025Q4: 2,569 shares; 2026Q1: 2,726 shares; 2026Q2: 2,702 shares 2,702 $1.14M 0.31% -24 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,035 shares; 2025Q4: 1,158 shares; 2026Q1: 2,888 shares; 2026Q2: 2,895 shares 2,895 $1.09M 0.3% +7 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,136 shares; 2024Q4: 527,213 shares; 2025Q1: 610,756 shares; 2025Q2: 2,585 shares; 2025Q3: 3,036 shares; 2025Q4: 3,100 shares; 2026Q1: 3,727 shares; 2026Q2: 4,939 shares 4,939 $1.09M 0.3% +1,212 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: 16,454 shares; 2024Q4: 959,200 shares; 2025Q1: 868,325 shares; 2025Q2: 14,306 shares; 2025Q3: 14,156 shares; 2025Q4: 13,868 shares; 2026Q1: 13,847 shares; 2026Q2: 13,492 shares 13,492 $1.04M 0.29% -355 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,575 shares; 2024Q4: 610,059 shares; 2025Q1: 528,877 shares; 2025Q2: 3,575 shares; 2025Q3: 3,575 shares; 2025Q4: 3,575 shares; 2026Q1: 3,575 shares; 2026Q2: 3,575 shares 3,575 $1.03M 0.29% 0 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 344,578 shares; 2025Q2: 3,468 shares; 2025Q3: 3,525 shares; 2025Q4: 3,371 shares; 2026Q1: 1,373 shares; 2026Q2: 3,588 shares 3,588 $1.03M 0.28% +2,215 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,116 shares; 2024Q4: 834,661 shares; 2025Q1: 739,328 shares; 2025Q2: 2,094 shares; 2025Q3: 2,033 shares; 2025Q4: 2,113 shares; 2026Q1: 2,059 shares; 2026Q2: 8,236 shares 8,236 $1.02M 0.28% +6,177 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER 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: 13,785 shares; 2026Q2: 30,904 shares 30,904 $1.01M 0.28% +17,119 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT 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: 17,740 shares; 2026Q2: 22,536 shares 22,536 $1.01M 0.28% +4,796 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,550 shares; 2026Q1: 7,675 shares; 2026Q2: 6,805 shares 6,805 $950K 0.26% -870 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 664 shares; 2026Q1: 664 shares; 2026Q2: 1,333 shares 1,333 $916K 0.25% +669 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,040 shares; 2025Q4: 3,182 shares; 2026Q1: 4,495 shares; 2026Q2: 5,223 shares 5,223 $854K 0.24% +728 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,181 shares; 2024Q4: 805,148 shares; 2025Q1: 833,124 shares; 2025Q2: 31,787 shares; 2025Q3: 34,485 shares; 2025Q4: 33,122 shares; 2026Q1: 26,574 shares; 2026Q2: 25,585 shares 25,585 $811K 0.22% -989 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,985 shares; 2024Q4: 1,143,693 shares; 2025Q1: 1,213,059 shares; 2025Q2: 8,985 shares; 2025Q3: 7,601 shares; 2025Q4: 14,627 shares; 2026Q1: 14,021 shares; 2026Q2: 14,019 shares 14,019 $745K 0.21% -2 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: 7,402 shares; 2024Q4: 652,231 shares; 2025Q1: 567,525 shares; 2025Q2: 6,394 shares; 2025Q3: 5,843 shares; 2025Q4: 5,713 shares; 2026Q1: 5,753 shares; 2026Q2: 5,754 shares 5,754 $739K 0.2% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,480 shares; 2026Q2: 3,082 shares 3,082 $733K 0.2% +602 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,401 shares; 2024Q4: 540,924 shares; 2025Q1: 677,855 shares; 2025Q2: 1,953 shares; 2025Q3: 2,254 shares; 2025Q4: 2,240 shares; 2026Q1: 2,200 shares; 2026Q2: 1,988 shares 1,988 $701K 0.19% -212 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,166 shares; 2024Q4: 215,923 shares; 2025Q1: 321,713 shares; 2025Q2: 105,305 shares; 2025Q3: 102,331 shares; 2025Q4: 103,929 shares; 2026Q1: 117,004 shares; 2026Q2: 148,945 shares 148,945 $688K 0.19% +31,941 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,749 shares; 2026Q1: 12,749 shares; 2026Q2: 12,749 shares 12,749 $678K 0.19% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,641 shares 32,641 $676K 0.19% new Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; 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: 11,351 shares 11,351 $657K 0.18% new Timeline FMDE 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: 16,675 shares; 2024Q4: 535,015 shares; 2025Q1: 512,046 shares; 2025Q2: 16,387 shares; 2025Q3: 16,438 shares; 2025Q4: 16,482 shares; 2026Q1: 16,527 shares; 2026Q2: 16,146 shares 16,146 $655K 0.18% -381 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: 1,873 shares; 2024Q4: 201,517 shares; 2025Q1: 228,626 shares; 2025Q2: 2,372 shares; 2025Q3: 4,239 shares; 2025Q4: 4,239 shares; 2026Q1: 4,730 shares; 2026Q2: 4,730 shares 4,730 $647K 0.18% 0 Timeline AMCR AMCOR PLC More: the full row for AMCOR 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: 13,076 shares; 2026Q2: 14,906 shares 14,906 $646K 0.18% +1,830 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: 12,683 shares 12,683 $639K 0.18% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,252 shares; 2024Q4: 446,036 shares; 2025Q1: 541,707 shares; 2025Q2: 4,429 shares; 2025Q3: 3,970 shares; 2025Q4: 3,635 shares; 2026Q1: 3,635 shares; 2026Q2: 3,635 shares 3,635 $615K 0.17% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,297 shares; 2025Q3: 6,266 shares; 2025Q4: 6,266 shares; 2026Q1: 6,266 shares; 2026Q2: 6,266 shares 6,266 $581K 0.16% 0 Timeline FUTY 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: 11,467 shares; 2024Q4: 544,358 shares; 2025Q1: 574,397 shares; 2025Q2: 11,284 shares; 2025Q3: 11,158 shares; 2025Q4: 9,905 shares; 2026Q1: 9,890 shares; 2026Q2: 9,835 shares 9,835 $575K 0.16% -55 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; 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: 11,325 shares 11,325 $570K 0.16% new Timeline FSTA 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: 4,201 shares; 2024Q4: 4,055,053 shares; 2025Q1: 4,404,346 shares; 2025Q2: 16,193 shares; 2025Q3: 14,759 shares; 2025Q4: 11,891 shares; 2026Q1: 11,511 shares; 2026Q2: 10,703 shares 10,703 $562K 0.16% -808 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,294 shares; 2026Q2: 6,458 shares 6,458 $561K 0.16% +2,164 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,954 shares 2,954 $524K 0.15% new 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: 3,510 shares; 2024Q4: 317,147 shares; 2025Q1: 308,161 shares; 2025Q2: 3,871 shares; 2025Q3: 4,321 shares; 2025Q4: 4,321 shares; 2026Q1: 4,729 shares; 2026Q2: 4,580 shares 4,580 $519K 0.14% -149 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: 1,874 shares; 2024Q4: 352,782 shares; 2025Q1: 345,244 shares; 2025Q2: 1,812 shares; 2025Q3: 1,740 shares; 2025Q4: 2,201 shares; 2026Q1: 2,146 shares; 2026Q2: 2,186 shares 2,186 $517K 0.14% +40 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,223 shares; 2024Q4: 444,383 shares; 2025Q1: 426,660 shares; 2025Q2: 6,911 shares; 2025Q3: 6,912 shares; 2025Q4: 6,834 shares; 2026Q1: 6,636 shares; 2026Q2: 6,606 shares 6,606 $501K 0.14% -30 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; 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: 6,906 shares 6,906 $499K 0.14% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,078 shares; 2025Q3: 1,486 shares; 2025Q4: 1,486 shares; 2026Q1: 1,486 shares; 2026Q2: 1,471 shares 1,471 $482K 0.13% -15 Timeline FHLC 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: 9,477 shares; 2024Q4: 557,330 shares; 2025Q1: 567,355 shares; 2025Q2: 8,036 shares; 2025Q3: 7,966 shares; 2025Q4: 6,060 shares; 2026Q1: 6,032 shares; 2026Q2: 6,002 shares 6,002 $464K 0.13% -30 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 966 shares; 2026Q1: 1,274 shares; 2026Q2: 1,248 shares 1,248 $462K 0.13% -26 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; 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: 19,434 shares 19,434 $462K 0.13% new Timeline MCHI 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: 3,228,409 shares; 2025Q1: 4,014,164 shares; 2025Q2: 75,782 shares; 2025Q3: 79,169 shares; 2025Q4: 82,054 shares; 2026Q1: 75,863 shares; 2026Q2: 8,838 shares 8,838 $451K 0.12% -67,025 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: not reported; 2024Q4: 576,988 shares; 2025Q1: 652,671 shares; 2025Q2: 11,879 shares; 2025Q3: 11,736 shares; 2025Q4: 13,072 shares; 2026Q1: 14,107 shares; 2026Q2: 7,230 shares 7,230 $448K 0.12% -6,877 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA 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: 1,495 shares 1,495 $443K 0.12% new 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: 21,211 shares; 2024Q4: 897,539 shares; 2025Q1: 356,182 shares; 2025Q2: 9,189 shares; 2025Q3: 8,993 shares; 2025Q4: 8,453 shares; 2026Q1: 7,673 shares; 2026Q2: 7,736 shares 7,736 $419K 0.12% +63 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: 920 shares; 2024Q4: 433,343 shares; 2025Q1: 393,445 shares; 2025Q2: 967 shares; 2025Q3: 946 shares; 2025Q4: 908 shares; 2026Q1: 900 shares; 2026Q2: 812 shares 812 $414K 0.11% -88 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: not reported; 2025Q4: not reported; 2026Q1: 2,749 shares; 2026Q2: 2,793 shares 2,793 $409K 0.11% +44 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,112,474 shares; 2025Q1: 3,113,348 shares; 2025Q2: 2,975 shares; 2025Q3: 2,813 shares; 2025Q4: 2,813 shares; 2026Q1: 2,604 shares; 2026Q2: 2,554 shares 2,554 $404K 0.11% -50 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; 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: 10,076 shares 10,076 $376K 0.1% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,980 shares; 2026Q2: 1,980 shares 1,980 $366K 0.1% 0 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: 16,350 shares; 2024Q4: 621,472 shares; 2025Q1: 738,673 shares; 2025Q2: 5,954 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,814 shares; 2026Q2: 7,645 shares 7,645 $324K 0.09% +2,831 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,774,282 shares; 2025Q1: 4,200,361 shares; 2025Q2: 3,986 shares; 2025Q3: 3,899 shares; 2025Q4: 7,771 shares; 2026Q1: 7,301 shares; 2026Q2: 7,081 shares 7,081 $321K 0.09% -220 Timeline INCM 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: not reported; 2026Q2: 10,596 shares 10,596 $306K 0.08% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 473 shares 473 $303K 0.08% new 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: not reported; 2026Q1: not reported; 2026Q2: 519 shares 519 $301K 0.08% 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: 899 shares 899 $301K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 235 shares; 2025Q3: 235 shares; 2025Q4: 239 shares; 2026Q1: 293 shares; 2026Q2: 321 shares 321 $301K 0.08% +28 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 405 shares; 2025Q4: 446 shares; 2026Q1: 463 shares; 2026Q2: 526 shares 526 $296K 0.08% +63 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,277 shares; 2024Q4: 234,736 shares; 2025Q1: 245,139 shares; 2025Q2: 5,979 shares; 2025Q3: 5,734 shares; 2025Q4: 5,734 shares; 2026Q1: 5,734 shares; 2026Q2: 5,734 shares 5,734 $269K 0.07% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 130 shares 130 $258K 0.07% new Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; 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: 5,369 shares 5,369 $258K 0.07% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,299 shares; 2025Q4: 1,299 shares; 2026Q1: 1,299 shares; 2026Q2: 1,341 shares 1,341 $254K 0.07% +42 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,024 shares; 2025Q4: 3,024 shares; 2026Q1: 3,142 shares; 2026Q2: 3,024 shares 3,024 $250K 0.07% -118 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: not reported; 2026Q1: not reported; 2026Q2: 340 shares 340 $246K 0.07% new Timeline FREL 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: 13,291 shares; 2024Q4: 316,263 shares; 2025Q1: 328,810 shares; 2025Q2: 9,942 shares; 2025Q3: 9,628 shares; 2025Q4: 9,304 shares; 2026Q1: 9,154 shares; 2026Q2: 8,373 shares 8,373 $245K 0.07% -781 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: 1,333 shares; 2025Q4: 1,333 shares; 2026Q1: 1,883 shares; 2026Q2: 2,000 shares 2,000 $233K 0.06% +117 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,602 shares; 2026Q1: 4,602 shares; 2026Q2: 4,624 shares 4,624 $233K 0.06% +22 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,305 shares; 2024Q4: 7,045,441 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,237 shares; 2026Q2: 2,093 shares 2,093 $210K 0.06% -144 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,129 shares; 2024Q4: 722,760 shares; 2025Q1: 613,059 shares; 2025Q2: 6,540 shares; 2025Q3: 3,814 shares; 2025Q4: 3,532 shares; 2026Q1: not reported; 2026Q2: 877 shares 877 $207K 0.06% 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: 2,325 shares; 2026Q2: 2,725 shares 2,725 $206K 0.06% +400 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 970 shares 970 $203K 0.06% new Timeline ABEV AMBEV SA More: the full row for AMBEV 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: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $31.4K 0.01% new Timeline