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: 73,646 shares; 2024Q4: 73,761 shares; 2025Q1: 82,424 shares; 2025Q2: 82,424 shares; 2025Q3: 83,625 shares; 2025Q4: 89,310 shares; 2026Q1: 90,462 shares; 2026Q2: 513,656 shares 513,656 $43.8M 6.17% +423,194 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 849,601 shares; 2024Q4: 921,918 shares; 2025Q1: 942,845 shares; 2025Q2: 947,175 shares; 2025Q3: 973,514 shares; 2025Q4: 1,035,634 shares; 2026Q1: 1,014,935 shares; 2026Q2: 988,557 shares 988,557 $40.2M 5.67% -26,378 Timeline JCPB 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: 548,772 shares; 2024Q4: 573,038 shares; 2025Q1: 565,755 shares; 2025Q2: 578,252 shares; 2025Q3: 591,581 shares; 2025Q4: 854,904 shares; 2026Q1: 868,586 shares; 2026Q2: 864,714 shares 864,714 $39.9M 5.63% -3,872 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208,235 shares; 2024Q4: 232,688 shares; 2025Q1: 843,140 shares; 2025Q2: 868,213 shares; 2025Q3: 913,944 shares; 2025Q4: 708,253 shares; 2026Q1: 693,764 shares; 2026Q2: 722,899 shares 722,899 $36.5M 5.15% +29,135 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 714,761 shares; 2024Q4: 736,804 shares; 2025Q1: 398,701 shares; 2025Q2: 755,020 shares; 2025Q3: 789,739 shares; 2025Q4: 803,301 shares; 2026Q1: 811,078 shares; 2026Q2: 793,729 shares 793,729 $29M 4.09% -17,349 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: 34,691 shares; 2024Q4: 36,995 shares; 2025Q1: 39,073 shares; 2025Q2: 56,323 shares; 2025Q3: 79,902 shares; 2025Q4: 79,264 shares; 2026Q1: 77,319 shares; 2026Q2: 58,200 shares 58,200 $20.7M 2.92% -19,119 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: 116,939 shares; 2024Q4: 118,787 shares; 2025Q1: 122,609 shares; 2025Q2: 132,936 shares; 2025Q3: 126,157 shares; 2025Q4: 120,319 shares; 2026Q1: 129,968 shares; 2026Q2: 75,967 shares 75,967 $20.6M 2.91% -54,001 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: 67,593 shares; 2024Q4: 70,169 shares; 2025Q1: 71,486 shares; 2025Q2: 78,984 shares; 2025Q3: 87,957 shares; 2025Q4: 76,502 shares; 2026Q1: 84,637 shares; 2026Q2: 54,016 shares 54,016 $16.7M 2.35% -30,621 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: 14,342 shares; 2024Q4: 44,318 shares; 2025Q1: 55,437 shares; 2025Q2: 82,137 shares; 2025Q3: 103,097 shares; 2025Q4: 106,284 shares; 2026Q1: 106,350 shares; 2026Q2: 76,905 shares 76,905 $15.4M 2.18% -29,445 Timeline DSCO DOUBLELINE ETF TRUST More: the full row for DOUBLELINE 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: 610,353 shares 610,353 $15.1M 2.14% new Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,219 shares; 2024Q4: 5,219 shares; 2025Q1: not reported; 2025Q2: 5,219 shares; 2025Q3: 5,082 shares; 2025Q4: 281,803 shares; 2026Q1: 282,611 shares; 2026Q2: 267,397 shares 267,397 $15.1M 2.13% -15,214 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: 158,556 shares; 2024Q4: 161,940 shares; 2025Q1: 170,919 shares; 2025Q2: 178,787 shares; 2025Q3: 184,092 shares; 2025Q4: 183,631 shares; 2026Q1: 174,958 shares; 2026Q2: 165,221 shares 165,221 $14.8M 2.09% -9,737 Timeline XTL 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: 69,454 shares 69,454 $14.5M 2.04% new Timeline CLOI 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: 4,598 shares; 2025Q1: 4,287 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 264,711 shares; 2026Q2: 269,896 shares 269,896 $14.3M 2.02% +5,185 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36 shares; 2026Q2: 94,172 shares 94,172 $13.8M 1.95% +94,136 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201,367 shares; 2024Q4: 207,293 shares; 2025Q1: 185,690 shares; 2025Q2: 181,981 shares; 2025Q3: 186,557 shares; 2025Q4: 251,244 shares; 2026Q1: 246,339 shares; 2026Q2: 239,939 shares 239,939 $13.7M 1.94% -6,400 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 233,426 shares; 2024Q4: 237,646 shares; 2025Q1: 249,504 shares; 2025Q2: 262,194 shares; 2025Q3: 296,944 shares; 2025Q4: 309,604 shares; 2026Q1: 346,410 shares; 2026Q2: 369,017 shares 369,017 $13.6M 1.91% +22,607 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,035 shares; 2025Q4: 726,374 shares; 2026Q1: 738,372 shares; 2026Q2: 582,615 shares 582,615 $13.5M 1.9% -155,757 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR 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: 372,364 shares; 2026Q2: 297,650 shares 297,650 $13.3M 1.88% -74,714 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: 26,934 shares; 2024Q4: 28,102 shares; 2025Q1: 29,536 shares; 2025Q2: 34,507 shares; 2025Q3: 35,756 shares; 2025Q4: 37,296 shares; 2026Q1: 41,681 shares; 2026Q2: 26,866 shares 26,866 $12.5M 1.76% -14,815 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,011 shares; 2024Q4: 134,912 shares; 2025Q1: 143,259 shares; 2025Q2: 154,823 shares; 2025Q3: 157,067 shares; 2025Q4: 165,513 shares; 2026Q1: 170,016 shares; 2026Q2: 133,375 shares 133,375 $12.2M 1.73% -36,641 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 258,089 shares; 2025Q3: 277,253 shares; 2025Q4: 288,656 shares; 2026Q1: 289,788 shares; 2026Q2: 231,605 shares 231,605 $11.6M 1.63% -58,183 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,060 shares; 2024Q4: 27,013 shares; 2025Q1: 33,026 shares; 2025Q2: 38,342 shares; 2025Q3: 34,966 shares; 2025Q4: 35,290 shares; 2026Q1: 35,976 shares; 2026Q2: 25,899 shares 25,899 $10.1M 1.42% -10,077 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,496 shares; 2024Q4: 9,449 shares; 2025Q1: 11,840 shares; 2025Q2: 17,474 shares; 2025Q3: 39,199 shares; 2025Q4: 39,710 shares; 2026Q1: 39,662 shares; 2026Q2: 32,107 shares 32,107 $9.99M 1.41% -7,555 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 223,575 shares; 2026Q2: 217,494 shares 217,494 $9.52M 1.34% -6,081 Timeline JPIB 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: 311,935 shares; 2026Q2: 189,248 shares 189,248 $9.06M 1.28% -122,687 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: 15,203 shares; 2024Q4: 15,394 shares; 2025Q1: 15,946 shares; 2025Q2: 16,639 shares; 2025Q3: 13,320 shares; 2025Q4: 14,280 shares; 2026Q1: 14,672 shares; 2026Q2: 47,177 shares 47,177 $9M 1.27% +32,505 Timeline ANGL 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: 401,732 shares; 2024Q4: 431,212 shares; 2025Q1: 343,000 shares; 2025Q2: 349,545 shares; 2025Q3: 375,144 shares; 2025Q4: 392,275 shares; 2026Q1: 397,154 shares; 2026Q2: 310,481 shares 310,481 $8.98M 1.27% -86,673 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: 1,368 shares; 2024Q4: 1,744 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,940 shares; 2026Q1: 25,621 shares; 2026Q2: 18,265 shares 18,265 $8.7M 1.23% -7,356 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 360,558 shares; 2025Q2: 365,808 shares; 2025Q3: 393,136 shares; 2025Q4: 409,397 shares; 2026Q1: 410,385 shares; 2026Q2: 329,251 shares 329,251 $8.04M 1.13% -81,134 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: 58,238 shares; 2024Q4: 58,242 shares; 2025Q1: 58,178 shares; 2025Q2: 58,122 shares; 2025Q3: 58,959 shares; 2025Q4: 60,352 shares; 2026Q1: 60,201 shares; 2026Q2: 32,419 shares 32,419 $7.75M 1.09% -27,782 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,905 shares; 2024Q4: 18,225 shares; 2025Q1: 18,085 shares; 2025Q2: 19,005 shares; 2025Q3: 18,354 shares; 2025Q4: 18,170 shares; 2026Q1: 18,170 shares; 2026Q2: 15,097 shares 15,097 $7.72M 1.09% -3,073 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,880 shares; 2024Q4: 152,987 shares; 2025Q1: 158,634 shares; 2025Q2: 163,880 shares; 2025Q3: 168,681 shares; 2025Q4: 163,326 shares; 2026Q1: 158,594 shares; 2026Q2: 152,372 shares 152,372 $7.47M 1.05% -6,222 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: 78,355 shares; 2024Q4: 79,666 shares; 2025Q1: 80,608 shares; 2025Q2: 245,008 shares; 2025Q3: 253,223 shares; 2025Q4: 283,680 shares; 2026Q1: 294,165 shares; 2026Q2: 280,947 shares 280,947 $7.2M 1.02% -13,218 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 215,414 shares; 2024Q4: 228,416 shares; 2025Q1: 243,494 shares; 2025Q2: 256,094 shares; 2025Q3: 275,984 shares; 2025Q4: 280,791 shares; 2026Q1: 238,591 shares; 2026Q2: 143,364 shares 143,364 $6.78M 0.96% -95,227 Timeline NLR 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: 79,754 shares; 2025Q3: 104,197 shares; 2025Q4: 105,975 shares; 2026Q1: 73,551 shares; 2026Q2: 61,542 shares 61,542 $6.57M 0.93% -12,009 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: 20,078 shares; 2024Q4: 20,505 shares; 2025Q1: 21,348 shares; 2025Q2: 12,550 shares; 2025Q3: 12,640 shares; 2025Q4: 12,462 shares; 2026Q1: 29,038 shares; 2026Q2: 79,792 shares 79,792 $6.46M 0.91% +50,754 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 103,391 shares; 2025Q1: 111,865 shares; 2025Q2: 122,003 shares; 2025Q3: 121,721 shares; 2025Q4: 114,756 shares; 2026Q1: 110,214 shares; 2026Q2: 114,212 shares 114,212 $5.66M 0.8% +3,998 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,823 shares; 2024Q4: 68,819 shares; 2025Q1: 68,888 shares; 2025Q2: 69,821 shares; 2025Q3: 69,081 shares; 2025Q4: 69,095 shares; 2026Q1: 68,887 shares; 2026Q2: 33,022 shares 33,022 $5.12M 0.72% -35,865 Timeline PYLD 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 317,485 shares; 2026Q2: 192,418 shares 192,418 $5.03M 0.71% -125,067 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: 43,732 shares; 2024Q4: 45,168 shares; 2025Q1: 54,598 shares; 2025Q2: 58,018 shares; 2025Q3: 63,231 shares; 2025Q4: 63,556 shares; 2026Q1: 62,183 shares; 2026Q2: 58,627 shares 58,627 $4.99M 0.7% -3,556 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: 109,549 shares; 2024Q4: 112,549 shares; 2025Q1: 118,051 shares; 2025Q2: 124,907 shares; 2025Q3: 114,719 shares; 2025Q4: 113,229 shares; 2026Q1: 114,939 shares; 2026Q2: 110,311 shares 110,311 $4.95M 0.7% -4,628 Timeline JQUA 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: 73,403 shares; 2025Q3: 68,579 shares; 2025Q4: 69,370 shares; 2026Q1: 71,254 shares; 2026Q2: 68,387 shares 68,387 $4.94M 0.7% -2,867 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: 10,439 shares; 2024Q4: 11,695 shares; 2025Q1: 10,687 shares; 2025Q2: 9,758 shares; 2025Q3: 9,703 shares; 2025Q4: 10,946 shares; 2026Q1: 16,040 shares; 2026Q2: 6,554 shares 6,554 $4.9M 0.69% -9,486 Timeline JMEE 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: 60,327 shares; 2024Q4: 60,503 shares; 2025Q1: 62,239 shares; 2025Q2: 63,706 shares; 2025Q3: 65,772 shares; 2025Q4: 67,907 shares; 2026Q1: 66,088 shares; 2026Q2: 62,829 shares 62,829 $4.79M 0.68% -3,259 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,984 shares; 2024Q4: 45,564 shares; 2025Q1: 45,228 shares; 2025Q2: 109,599 shares; 2025Q3: 112,472 shares; 2025Q4: 95,845 shares; 2026Q1: 99,289 shares; 2026Q2: 96,002 shares 96,002 $4.77M 0.67% -3,287 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,184 shares; 2024Q4: 51,314 shares; 2025Q1: 49,839 shares; 2025Q2: 49,204 shares; 2025Q3: 48,875 shares; 2025Q4: 48,900 shares; 2026Q1: 48,896 shares; 2026Q2: 28,505 shares 28,505 $4.62M 0.65% -20,391 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 6 shares 6 $4.6M 0.65% -9 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,029 shares; 2024Q4: 93,289 shares; 2025Q1: 90,145 shares; 2025Q2: 88,018 shares; 2025Q3: 87,405 shares; 2025Q4: 87,633 shares; 2026Q1: 88,289 shares; 2026Q2: 91,197 shares 91,197 $4.02M 0.57% +2,908 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: 42,750 shares; 2025Q1: 47,665 shares; 2025Q2: 50,158 shares; 2025Q3: 39,007 shares; 2025Q4: 39,608 shares; 2026Q1: 40,427 shares; 2026Q2: 32,363 shares 32,363 $3.98M 0.56% -8,064 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,280 shares; 2024Q4: 7,401 shares; 2025Q1: 7,716 shares; 2025Q2: 9,350 shares; 2025Q3: 8,617 shares; 2025Q4: 9,052 shares; 2026Q1: 9,371 shares; 2026Q2: 6,918 shares 6,918 $3.85M 0.54% -2,453 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME 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: 370,610 shares; 2026Q2: 227,585 shares 227,585 $3.64M 0.51% -143,025 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: 51,979 shares; 2024Q4: 54,193 shares; 2025Q1: 57,549 shares; 2025Q2: 61,731 shares; 2025Q3: 57,556 shares; 2025Q4: 58,751 shares; 2026Q1: 60,907 shares; 2026Q2: 50,106 shares 50,106 $3.53M 0.5% -10,801 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,774 shares; 2024Q4: 43,562 shares; 2025Q1: 43,318 shares; 2025Q2: 43,153 shares; 2025Q3: 43,152 shares; 2025Q4: 42,377 shares; 2026Q1: 42,296 shares; 2026Q2: 21,998 shares 21,998 $3.43M 0.48% -20,298 Timeline LMBS 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: 47,669 shares; 2024Q4: 50,554 shares; 2025Q1: 54,679 shares; 2025Q2: 59,543 shares; 2025Q3: 59,286 shares; 2025Q4: 55,512 shares; 2026Q1: 53,191 shares; 2026Q2: 55,078 shares 55,078 $2.73M 0.38% +1,887 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,181 shares; 2024Q4: 3,361 shares; 2025Q1: 3,613 shares; 2025Q2: 3,834 shares; 2025Q3: 4,657 shares; 2025Q4: 6,519 shares; 2026Q1: 7,013 shares; 2026Q2: 6,984 shares 6,984 $2.59M 0.37% -29 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: 41,373 shares; 2024Q4: 44,338 shares; 2025Q1: 47,952 shares; 2025Q2: 52,408 shares; 2025Q3: 52,262 shares; 2025Q4: 49,255 shares; 2026Q1: 47,317 shares; 2026Q2: 48,976 shares 48,976 $2.5M 0.35% +1,659 Timeline OKLO OKLO INC More: the full row for OKLO 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: 78,509 shares; 2026Q2: 63,665 shares 63,665 $2.47M 0.35% -14,844 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: 63,139 shares; 2024Q4: 63,433 shares; 2025Q1: 65,494 shares; 2025Q2: 67,707 shares; 2025Q3: 68,945 shares; 2025Q4: 136,980 shares; 2026Q1: 34,878 shares; 2026Q2: 12,640 shares 12,640 $2.22M 0.31% -22,238 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,315 shares; 2024Q4: 2,355 shares; 2025Q1: 2,356 shares; 2025Q2: 2,257 shares; 2025Q3: 2,763 shares; 2025Q4: 2,572 shares; 2026Q1: 2,740 shares; 2026Q2: 2,315 shares 2,315 $1.74M 0.25% -425 Timeline BNDW 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: 12,517 shares; 2024Q4: 13,199 shares; 2025Q1: 17,420 shares; 2025Q2: 18,600 shares; 2025Q3: 23,021 shares; 2025Q4: 22,822 shares; 2026Q1: 22,636 shares; 2026Q2: 22,184 shares 22,184 $1.5M 0.21% -452 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,689 shares; 2024Q4: 4,689 shares; 2025Q1: 4,689 shares; 2025Q2: 4,666 shares; 2025Q3: 4,666 shares; 2025Q4: 4,666 shares; 2026Q1: 4,349 shares; 2026Q2: 4,348 shares 4,348 $1.49M 0.21% -1 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: 9,606 shares; 2024Q4: 10,479 shares; 2025Q1: 10,340 shares; 2025Q2: 13,893 shares; 2025Q3: 14,486 shares; 2025Q4: 14,389 shares; 2026Q1: 14,392 shares; 2026Q2: 4,581 shares 4,581 $1.35M 0.19% -9,811 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,535 shares; 2024Q4: 15,535 shares; 2025Q1: 15,299 shares; 2025Q2: 15,299 shares; 2025Q3: 15,299 shares; 2025Q4: 15,299 shares; 2026Q1: 14,949 shares; 2026Q2: 15,871 shares 15,871 $1.31M 0.19% +922 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: 4,867 shares; 2024Q4: 4,842 shares; 2025Q1: 4,842 shares; 2025Q2: 5,287 shares; 2025Q3: 5,812 shares; 2025Q4: 5,055 shares; 2026Q1: 5,561 shares; 2026Q2: 5,066 shares 5,066 $1.27M 0.18% -495 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: 57,894 shares; 2024Q4: 57,894 shares; 2025Q1: 57,894 shares; 2025Q2: 56,900 shares; 2025Q3: 56,782 shares; 2025Q4: 55,534 shares; 2026Q1: 54,239 shares; 2026Q2: 47,465 shares 47,465 $1.19M 0.17% -6,774 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,871 shares; 2024Q4: 63,238 shares; 2025Q1: 40,856 shares; 2025Q2: 38,972 shares; 2025Q3: 28,721 shares; 2025Q4: 28,150 shares; 2026Q1: 24,543 shares; 2026Q2: 7,769 shares 7,769 $1.09M 0.15% -16,774 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: 13,346 shares; 2024Q4: 15,744 shares; 2025Q1: 15,279 shares; 2025Q2: 15,052 shares; 2025Q3: 15,596 shares; 2025Q4: 15,470 shares; 2026Q1: 20,675 shares; 2026Q2: 1,552 shares 1,552 $1.07M 0.15% -19,123 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: 9,173 shares; 2024Q4: 9,212 shares; 2025Q1: 9,115 shares; 2025Q2: 11,119 shares; 2025Q3: 10,745 shares; 2025Q4: 9,778 shares; 2026Q1: 10,788 shares; 2026Q2: 6,854 shares 6,854 $1.07M 0.15% -3,934 Timeline PKW 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: 9,832 shares; 2024Q4: 9,523 shares; 2025Q1: 9,315 shares; 2025Q2: 9,092 shares; 2025Q3: 9,000 shares; 2025Q4: 8,618 shares; 2026Q1: 8,618 shares; 2026Q2: 7,103 shares 7,103 $1.04M 0.15% -1,515 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,529 shares; 2024Q4: 4,786 shares; 2025Q1: 4,786 shares; 2025Q2: 4,565 shares; 2025Q3: 4,931 shares; 2025Q4: 4,727 shares; 2026Q1: 4,675 shares; 2026Q2: 4,613 shares 4,613 $1.01M 0.14% -62 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,766 shares; 2024Q4: 20,766 shares; 2025Q1: 20,766 shares; 2025Q2: 20,766 shares; 2025Q3: 20,766 shares; 2025Q4: 20,766 shares; 2026Q1: 19,877 shares; 2026Q2: 18,482 shares 18,482 $1.01M 0.14% -1,395 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $932K 0.13% 0 Timeline MINO 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: 20,208 shares; 2024Q4: 20,457 shares; 2025Q1: 20,417 shares; 2025Q2: 19,718 shares; 2025Q3: 26,585 shares; 2025Q4: 28,893 shares; 2026Q1: 33,887 shares; 2026Q2: 19,172 shares 19,172 $859K 0.12% -14,715 Timeline PSLV 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: 29,290 shares; 2024Q4: 31,181 shares; 2025Q1: 31,181 shares; 2025Q2: 32,085 shares; 2025Q3: 29,290 shares; 2025Q4: 29,290 shares; 2026Q1: 43,861 shares; 2026Q2: 45,452 shares 45,452 $854K 0.12% +1,591 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: 751 shares; 2025Q1: 751 shares; 2025Q2: 11,420 shares; 2025Q3: 11,512 shares; 2025Q4: 8,295 shares; 2026Q1: 8,295 shares; 2026Q2: 8,125 shares 8,125 $726K 0.1% -170 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: 1,946 shares; 2024Q4: 2,062 shares; 2025Q1: 2,047 shares; 2025Q2: 4,099 shares; 2025Q3: 4,184 shares; 2025Q4: 4,184 shares; 2026Q1: 17,386 shares; 2026Q2: 2,022 shares 2,022 $711K 0.1% -15,364 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,928 shares; 2024Q4: 1,934 shares; 2025Q1: 1,934 shares; 2025Q2: 2,881 shares; 2025Q3: 2,951 shares; 2025Q4: 2,952 shares; 2026Q1: 2,952 shares; 2026Q2: 1,896 shares 1,896 $707K 0.1% -1,056 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: 6,716 shares; 2024Q4: 6,569 shares; 2025Q1: 6,373 shares; 2025Q2: 7,229 shares; 2025Q3: 6,991 shares; 2025Q4: 6,947 shares; 2026Q1: 12,308 shares; 2026Q2: 1,873 shares 1,873 $668K 0.09% -10,435 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,044 shares; 2024Q4: 65,507 shares; 2025Q1: 69,865 shares; 2025Q2: 75,784 shares; 2025Q3: 16,430 shares; 2025Q4: 16,294 shares; 2026Q1: 16,234 shares; 2026Q2: 3,580 shares 3,580 $667K 0.09% -12,654 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 242,694 shares; 2024Q4: 244,448 shares; 2025Q1: 251,765 shares; 2025Q2: 260,374 shares; 2025Q3: 268,115 shares; 2025Q4: 18,422 shares; 2026Q1: 18,422 shares; 2026Q2: 11,124 shares 11,124 $633K 0.09% -7,298 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,984 shares; 2024Q4: 7,984 shares; 2025Q1: 7,943 shares; 2025Q2: 7,833 shares; 2025Q3: 7,787 shares; 2025Q4: 7,280 shares; 2026Q1: 7,194 shares; 2026Q2: 6,927 shares 6,927 $628K 0.09% -267 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,577 shares; 2025Q4: 41,185 shares; 2026Q1: 48,680 shares; 2026Q2: 27,780 shares 27,780 $615K 0.09% -20,900 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,288 shares; 2024Q4: 2,266 shares; 2025Q1: 2,265 shares; 2025Q2: 2,335 shares; 2025Q3: 2,335 shares; 2025Q4: 1,580 shares; 2026Q1: 1,580 shares; 2026Q2: 1,509 shares 1,509 $608K 0.09% -71 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: 1,470 shares; 2024Q4: 2,122 shares; 2025Q1: 2,123 shares; 2025Q2: 1,868 shares; 2025Q3: 1,869 shares; 2025Q4: 1,740 shares; 2026Q1: 1,753 shares; 2026Q2: 1,624 shares 1,624 $598K 0.08% -129 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,555 shares; 2024Q4: 2,602 shares; 2025Q1: 2,602 shares; 2025Q2: 2,602 shares; 2025Q3: 2,602 shares; 2025Q4: 5,204 shares; 2026Q1: 5,204 shares; 2026Q2: 4,904 shares 4,904 $569K 0.08% -300 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: 2,817 shares; 2024Q4: 2,760 shares; 2025Q1: 2,760 shares; 2025Q2: 6,116 shares; 2025Q3: 8,813 shares; 2025Q4: 9,917 shares; 2026Q1: 9,721 shares; 2026Q2: 5,091 shares 5,091 $566K 0.08% -4,630 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,326 shares; 2024Q4: 13,326 shares; 2025Q1: 13,326 shares; 2025Q2: 13,326 shares; 2025Q3: 13,326 shares; 2025Q4: 13,326 shares; 2026Q1: 13,326 shares; 2026Q2: 12,550 shares 12,550 $558K 0.08% -776 Timeline MUNI 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: 11,702 shares; 2024Q4: 11,847 shares; 2025Q1: 11,824 shares; 2025Q2: 11,394 shares; 2025Q3: 14,663 shares; 2025Q4: 15,973 shares; 2026Q1: 18,775 shares; 2026Q2: 10,527 shares 10,527 $545K 0.08% -8,248 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,141 shares; 2024Q4: 1,991 shares; 2025Q1: 1,791 shares; 2025Q2: 1,691 shares; 2025Q3: 1,691 shares; 2025Q4: 1,691 shares; 2026Q1: 1,691 shares; 2026Q2: 2,662 shares 2,662 $542K 0.08% +971 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: 6,134 shares; 2024Q4: 6,134 shares; 2025Q1: 6,134 shares; 2025Q2: 6,134 shares; 2025Q3: 6,189 shares; 2025Q4: 6,134 shares; 2026Q1: 6,134 shares; 2026Q2: 6,136 shares 6,136 $539K 0.08% +2 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,815 shares; 2024Q4: 4,815 shares; 2025Q1: 4,815 shares; 2025Q2: 4,815 shares; 2025Q3: 4,815 shares; 2025Q4: 4,815 shares; 2026Q1: 4,815 shares; 2026Q2: 4,815 shares 4,815 $521K 0.07% 0 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,262 shares; 2024Q4: 5,881 shares; 2025Q1: 5,881 shares; 2025Q2: 5,881 shares; 2025Q3: 5,881 shares; 2025Q4: 5,881 shares; 2026Q1: 5,881 shares; 2026Q2: 5,872 shares 5,872 $506K 0.07% -9 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,420 shares; 2025Q3: 5,902 shares; 2025Q4: 5,677 shares; 2026Q1: 7,471 shares; 2026Q2: 4,336 shares 4,336 $503K 0.07% -3,135 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,043 shares 9,043 $503K 0.07% new 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: 6,698 shares; 2024Q4: 6,796 shares; 2025Q1: 6,675 shares; 2025Q2: 9,172 shares; 2025Q3: 10,088 shares; 2025Q4: 10,103 shares; 2026Q1: 10,234 shares; 2026Q2: 8,034 shares 8,034 $498K 0.07% -2,200 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,658 shares; 2024Q4: 2,735 shares; 2025Q1: 2,735 shares; 2025Q2: 2,735 shares; 2025Q3: 2,735 shares; 2025Q4: 2,735 shares; 2026Q1: 2,735 shares; 2026Q2: 2,735 shares 2,735 $492K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,844 shares; 2025Q4: 3,905 shares; 2026Q1: 3,905 shares; 2026Q2: 4,583 shares 4,583 $478K 0.07% +678 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,383 shares; 2024Q4: 1,388 shares; 2025Q1: 1,383 shares; 2025Q2: 1,271 shares; 2025Q3: 1,271 shares; 2025Q4: 1,271 shares; 2026Q1: 1,271 shares; 2026Q2: 1,494 shares 1,494 $476K 0.07% +223 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR 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: 5,491 shares; 2026Q1: 6,934 shares; 2026Q2: 9,145 shares 9,145 $466K 0.07% +2,211 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: 4,282 shares 4,282 $464K 0.07% new Timeline VONE 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: not reported; 2026Q2: 1,371 shares 1,371 $463K 0.07% new Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,570 shares 12,570 $462K 0.07% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE 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: 342 shares; 2026Q2: 1,573 shares 1,573 $461K 0.07% +1,231 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,059 shares; 2024Q4: 1,194 shares; 2025Q1: 1,248 shares; 2025Q2: 2,621 shares; 2025Q3: 2,609 shares; 2025Q4: 2,608 shares; 2026Q1: 2,626 shares; 2026Q2: 1,222 shares 1,222 $447K 0.06% -1,404 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,030 shares; 2024Q4: 23,455 shares; 2025Q1: 23,455 shares; 2025Q2: 23,455 shares; 2025Q3: 23,455 shares; 2025Q4: 20,533 shares; 2026Q1: 20,304 shares; 2026Q2: 19,910 shares 19,910 $447K 0.06% -394 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $439K 0.06% 0 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: 887 shares; 2026Q2: 1,568 shares 1,568 $414K 0.06% +681 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,387 shares; 2025Q3: 1,851 shares; 2025Q4: 1,854 shares; 2026Q1: 1,710 shares; 2026Q2: 1,615 shares 1,615 $414K 0.06% -95 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: 1,521 shares; 2024Q4: 1,375 shares; 2025Q1: 1,375 shares; 2025Q2: 1,375 shares; 2025Q3: 1,545 shares; 2025Q4: 1,366 shares; 2026Q1: 1,366 shares; 2026Q2: 1,366 shares 1,366 $409K 0.06% 0 Timeline AOR 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: 5,754 shares; 2025Q3: 5,754 shares; 2025Q4: 5,754 shares; 2026Q1: 5,754 shares; 2026Q2: 5,740 shares 5,740 $393K 0.06% -14 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: 2,367 shares; 2024Q4: 3,715 shares; 2025Q1: 3,105 shares; 2025Q2: 2,828 shares; 2025Q3: 3,711 shares; 2025Q4: 3,539 shares; 2026Q1: 3,367 shares; 2026Q2: 2,963 shares 2,963 $386K 0.05% -404 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 754 shares; 2025Q4: 754 shares; 2026Q1: 754 shares; 2026Q2: 472 shares 472 $385K 0.05% -282 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,135 shares; 2024Q4: 6,035 shares; 2025Q1: 6,035 shares; 2025Q2: 5,923 shares; 2025Q3: 5,923 shares; 2025Q4: 5,923 shares; 2026Q1: 5,806 shares; 2026Q2: 2,346 shares 2,346 $384K 0.05% -3,460 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: 25,523 shares; 2026Q2: 24,958 shares 24,958 $372K 0.05% -565 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,004 shares; 2024Q4: 4,004 shares; 2025Q1: 4,004 shares; 2025Q2: 3,954 shares; 2025Q3: 3,954 shares; 2025Q4: 3,954 shares; 2026Q1: 4,727 shares; 2026Q2: 4,682 shares 4,682 $359K 0.05% -45 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN 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: 44,731 shares; 2025Q4: 47,943 shares; 2026Q1: 54,911 shares; 2026Q2: 31,547 shares 31,547 $356K 0.05% -23,364 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: 1,399 shares; 2024Q4: 1,353 shares; 2025Q1: 1,354 shares; 2025Q2: 1,327 shares; 2025Q3: 1,532 shares; 2025Q4: 1,432 shares; 2026Q1: 5,041 shares; 2026Q2: 1,309 shares 1,309 $354K 0.05% -3,732 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 4,377 shares; 2025Q4: 4,377 shares; 2026Q1: 4,457 shares; 2026Q2: 4,457 shares 4,457 $338K 0.05% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 546 shares; 2025Q3: 546 shares; 2025Q4: 546 shares; 2026Q1: 546 shares; 2026Q2: 500 shares 500 $334K 0.05% -46 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,509 shares; 2024Q4: 43,722 shares; 2025Q1: 46,443 shares; 2025Q2: not reported; 2025Q3: 3,051 shares; 2025Q4: 3,050 shares; 2026Q1: 3,050 shares; 2026Q2: 3,050 shares 3,050 $330K 0.05% 0 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: 3,985 shares; 2024Q4: 3,911 shares; 2025Q1: 3,782 shares; 2025Q2: 3,758 shares; 2025Q3: 3,759 shares; 2025Q4: 3,803 shares; 2026Q1: 3,544 shares; 2026Q2: 3,762 shares 3,762 $330K 0.05% +218 Timeline TDIV 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: 2,959 shares; 2024Q4: 2,959 shares; 2025Q1: 2,959 shares; 2025Q2: 2,959 shares; 2025Q3: 2,959 shares; 2025Q4: 2,959 shares; 2026Q1: 2,959 shares; 2026Q2: 2,959 shares 2,959 $327K 0.05% 0 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,801 shares; 2024Q4: 1,801 shares; 2025Q1: 1,801 shares; 2025Q2: 1,801 shares; 2025Q3: 1,866 shares; 2025Q4: 1,866 shares; 2026Q1: 1,866 shares; 2026Q2: 2,117 shares 2,117 $319K 0.04% +251 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 936 shares; 2025Q3: 1,851 shares; 2025Q4: 1,687 shares; 2026Q1: 1,917 shares; 2026Q2: 1,420 shares 1,420 $318K 0.04% -497 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,965 shares; 2026Q1: 4,712 shares; 2026Q2: 3,975 shares 3,975 $308K 0.04% -737 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,130 shares; 2024Q4: 16,130 shares; 2025Q1: 16,130 shares; 2025Q2: 16,130 shares; 2025Q3: 19,798 shares; 2025Q4: 19,798 shares; 2026Q1: 21,984 shares; 2026Q2: 6,551 shares 6,551 $308K 0.04% -15,433 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 367,988 shares; 2024Q4: 381,859 shares; 2025Q1: 393,983 shares; 2025Q2: 390,129 shares; 2025Q3: 415,977 shares; 2025Q4: 421,826 shares; 2026Q1: 84,649 shares; 2026Q2: 13,320 shares 13,320 $308K 0.04% -71,329 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,916 shares; 2024Q4: 80,624 shares; 2025Q1: 83,504 shares; 2025Q2: 30,815 shares; 2025Q3: 30,400 shares; 2025Q4: 30,209 shares; 2026Q1: 30,209 shares; 2026Q2: 3,693 shares 3,693 $294K 0.04% -26,516 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: 451 shares; 2024Q4: 453 shares; 2025Q1: 425 shares; 2025Q2: 989 shares; 2025Q3: 700 shares; 2025Q4: 699 shares; 2026Q1: 1,090 shares; 2026Q2: 660 shares 660 $274K 0.04% -430 Timeline PAAA PGIM ETF TR More: the full row for PGIM 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: 1,943 shares; 2026Q2: 5,307 shares 5,307 $272K 0.04% +3,364 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: 1,099 shares 1,099 $267K 0.04% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 557 shares; 2026Q2: 693 shares 693 $267K 0.04% +136 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,914 shares; 2026Q2: 4,265 shares 4,265 $266K 0.04% +2,351 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: 5,356 shares; 2024Q4: 5,982 shares; 2025Q1: 5,982 shares; 2025Q2: 5,996 shares; 2025Q3: 5,926 shares; 2025Q4: 5,856 shares; 2026Q1: 5,356 shares; 2026Q2: 5,356 shares 5,356 $261K 0.04% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 825 shares; 2025Q3: 879 shares; 2025Q4: 879 shares; 2026Q1: 879 shares; 2026Q2: 254 shares 254 $259K 0.04% -625 Timeline SSRM SSR MINING IN More: the full row for SSR MINING 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: 10,000 shares; 2026Q2: 10,000 shares 10,000 $256K 0.04% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,912 shares; 2024Q4: 1,912 shares; 2025Q1: 1,912 shares; 2025Q2: 1,912 shares; 2025Q3: 1,912 shares; 2025Q4: 1,912 shares; 2026Q1: 1,912 shares; 2026Q2: 1,565 shares 1,565 $254K 0.04% -347 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,982 shares; 2024Q4: 4,982 shares; 2025Q1: 4,982 shares; 2025Q2: 4,982 shares; 2025Q3: 4,982 shares; 2025Q4: 4,982 shares; 2026Q1: 4,982 shares; 2026Q2: 4,982 shares 4,982 $251K 0.04% 0 Timeline VLUE 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: 1,442 shares; 2026Q1: 1,316 shares; 2026Q2: 1,311 shares 1,311 $251K 0.04% -5 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: 6,146 shares; 2024Q4: 6,089 shares; 2025Q1: 5,965 shares; 2025Q2: 7,111 shares; 2025Q3: 7,327 shares; 2025Q4: 3,024 shares; 2026Q1: 2,912 shares; 2026Q2: 1,790 shares 1,790 $250K 0.04% -1,122 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,926 shares; 2024Q4: 2,926 shares; 2025Q1: 2,926 shares; 2025Q2: 2,926 shares; 2025Q3: 2,926 shares; 2025Q4: 2,926 shares; 2026Q1: 2,926 shares; 2026Q2: 2,926 shares 2,926 $249K 0.04% 0 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: 1,317 shares; 2024Q4: 1,329 shares; 2025Q1: 1,336 shares; 2025Q2: 1,319 shares; 2025Q3: 1,582 shares; 2025Q4: 1,445 shares; 2026Q1: 2,614 shares; 2026Q2: 1,704 shares 1,704 $246K 0.03% -910 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32 shares; 2026Q2: 4,623 shares 4,623 $243K 0.03% +4,591 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: 859 shares; 2024Q4: 879 shares; 2025Q1: not reported; 2025Q2: 1,186 shares; 2025Q3: 1,550 shares; 2025Q4: 1,424 shares; 2026Q1: 2,969 shares; 2026Q2: 732 shares 732 $243K 0.03% -2,237 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS 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: 170 shares; 2026Q2: 1,029 shares 1,029 $239K 0.03% +859 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,437 shares; 2025Q3: 1,432 shares; 2025Q4: 1,234 shares; 2026Q1: 4,534 shares; 2026Q2: 1,056 shares 1,056 $239K 0.03% -3,478 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 611 shares; 2026Q2: 1,124 shares 1,124 $235K 0.03% +513 Timeline IJS 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: 1,727 shares; 2026Q1: 1,727 shares; 2026Q2: 1,727 shares 1,727 $235K 0.03% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,437 shares; 2026Q2: 1,763 shares 1,763 $234K 0.03% +326 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN 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: 28,581 shares; 2026Q1: 50,744 shares; 2026Q2: 23,354 shares 23,354 $232K 0.03% -27,390 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,767 shares; 2025Q3: 14,293 shares; 2025Q4: 14,293 shares; 2026Q1: 14,293 shares; 2026Q2: 919 shares 919 $231K 0.03% -13,374 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,285 shares; 2025Q1: 4,160 shares; 2025Q2: 4,160 shares; 2025Q3: not reported; 2025Q4: 4,160 shares; 2026Q1: 4,160 shares; 2026Q2: 4,160 shares 4,160 $230K 0.03% 0 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN 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: 590 shares; 2026Q2: 7,994 shares 7,994 $230K 0.03% +7,404 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: 250 shares; 2026Q2: 1,087 shares 1,087 $229K 0.03% +837 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 383 shares; 2026Q2: 381 shares 381 $226K 0.03% -2 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: 1,672 shares; 2024Q4: 2,091 shares; 2025Q1: 3,661 shares; 2025Q2: 7,616 shares; 2025Q3: 8,443 shares; 2025Q4: 8,183 shares; 2026Q1: 7,891 shares; 2026Q2: 1,021 shares 1,021 $225K 0.03% -6,870 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 470 shares; 2026Q2: 767 shares 767 $224K 0.03% +297 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: 831 shares; 2026Q2: 918 shares 918 $222K 0.03% +87 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: 2,251 shares 2,251 $215K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,562 shares; 2026Q2: 3,562 shares 3,562 $212K 0.03% 0 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,976 shares 2,976 $210K 0.03% new Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 511 shares 511 $210K 0.03% new Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG 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: 19,457 shares 19,457 $209K 0.03% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 446 shares; 2026Q2: 2,285 shares 2,285 $209K 0.03% +1,839 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL 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: 115 shares; 2026Q2: 1,470 shares 1,470 $208K 0.03% +1,355 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 907 shares 907 $207K 0.03% new Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT 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: 160 shares; 2026Q2: 1,678 shares 1,678 $207K 0.03% +1,518 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,506 shares; 2026Q2: 1,506 shares 1,506 $204K 0.03% 0 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: 425 shares; 2026Q2: 2,838 shares 2,838 $203K 0.03% +2,413 Timeline EVRG EVERGY INC More: the full row for EVERGY 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: 423 shares; 2026Q2: 2,439 shares 2,439 $202K 0.03% +2,016 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 421 shares 421 $202K 0.03% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,866 shares; 2026Q1: 3,830 shares; 2026Q2: 3,830 shares 3,830 $201K 0.03% 0 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK 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: 250 shares; 2026Q2: 2,537 shares 2,537 $200K 0.03% +2,287 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER 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: 10,000 shares; 2026Q2: 10,000 shares 10,000 $150K 0.02% 0 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,085 shares; 2026Q2: 10,000 shares 10,000 $141K 0.02% -2,085 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $114K 0.02% 0 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $95.2K 0.01% 0 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX 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: 10,000 shares; 2026Q2: 10,000 shares 10,000 $89.5K 0.01% 0 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX 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: not reported; 2025Q4: not reported; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $81.8K 0.01% 0 Timeline EXK ENDEAVOUR SILVER CORP More: the full row for ENDEAVOUR SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,200 shares; 2026Q2: 10,200 shares 10,200 $76.7K 0.01% 0 Timeline TELA TELA BIO INC More: the full row for TELA BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,500 shares; 2025Q3: 52,500 shares; 2025Q4: 52,500 shares; 2026Q1: 52,500 shares; 2026Q2: 52,500 shares 52,500 $38.3K 0.01% 0 Timeline HIVE HIVE DIGITAL TECHNOLOGIES LT More: the full row for HIVE DIGITAL TECHNOLOGIES LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,928 shares; 2024Q4: 10,008 shares; 2025Q1: 10,008 shares; 2025Q2: 10,008 shares; 2025Q3: 10,008 shares; 2025Q4: 10,008 shares; 2026Q1: 10,008 shares; 2026Q2: 10,008 shares 10,008 $28.3K <0.01% 0 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR 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: 10,000 shares 10,000 $20.6K <0.01% new Timeline