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: 33,905 shares; 2024Q4: 34,567 shares; 2025Q1: 35,003 shares; 2025Q2: 36,812 shares; 2025Q3: 36,569 shares; 2025Q4: 36,863 shares; 2026Q1: 39,287 shares; 2026Q2: 38,987 shares 38,987 $28.7M 11.13% -300 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: 21,459 shares; 2024Q4: 22,529 shares; 2025Q1: 23,806 shares; 2025Q2: 25,295 shares; 2025Q3: 25,483 shares; 2025Q4: 26,377 shares; 2026Q1: 30,656 shares; 2026Q2: 30,607 shares 30,607 $22.9M 8.86% -49 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,220 shares; 2024Q4: 59,860 shares; 2025Q1: 61,184 shares; 2025Q2: 63,144 shares; 2025Q3: 63,515 shares; 2025Q4: 64,954 shares; 2026Q1: 63,993 shares; 2026Q2: 64,584 shares 64,584 $18.8M 7.28% +591 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: 59,205 shares; 2024Q4: 59,389 shares; 2025Q1: 59,856 shares; 2025Q2: 62,011 shares; 2025Q3: 70,402 shares; 2025Q4: 70,259 shares; 2026Q1: 69,814 shares; 2026Q2: 70,225 shares 70,225 $16.7M 6.49% +411 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,630 shares; 2025Q1: 13,300 shares; 2025Q2: 26,916 shares; 2025Q3: 34,762 shares; 2025Q4: 47,383 shares; 2026Q1: 107,561 shares; 2026Q2: 110,110 shares 110,110 $9.92M 3.85% +2,549 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,519 shares; 2024Q4: 32,962 shares; 2025Q1: 36,995 shares; 2025Q2: 42,864 shares; 2025Q3: 44,559 shares; 2025Q4: 49,898 shares; 2026Q1: 75,005 shares; 2026Q2: 76,041 shares 76,041 $8.38M 3.25% +1,036 Timeline FNDB 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: 19,828 shares; 2025Q2: 34,070 shares; 2025Q3: 56,283 shares; 2025Q4: 92,660 shares; 2026Q1: 234,705 shares; 2026Q2: 239,818 shares 239,818 $7.3M 2.83% +5,113 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: 171,351 shares; 2024Q4: 507,977 shares; 2025Q1: 500,318 shares; 2025Q2: 508,516 shares; 2025Q3: 452,943 shares; 2025Q4: 418,109 shares; 2026Q1: 232,604 shares; 2026Q2: 229,593 shares 229,593 $7.28M 2.82% -3,011 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: 98,298 shares; 2024Q4: 226,326 shares; 2025Q1: 234,796 shares; 2025Q2: 214,012 shares; 2025Q3: 210,467 shares; 2025Q4: 220,092 shares; 2026Q1: 217,264 shares; 2026Q2: 191,874 shares 191,874 $7.01M 2.72% -25,390 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: 16,862 shares; 2024Q4: 16,910 shares; 2025Q1: 17,222 shares; 2025Q2: 20,985 shares; 2025Q3: 22,250 shares; 2025Q4: 22,625 shares; 2026Q1: 22,301 shares; 2026Q2: 22,321 shares 22,321 $6.46M 2.5% +20 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: 1,175 shares; 2024Q4: 1,177 shares; 2025Q1: 1,179 shares; 2025Q2: 1,179 shares; 2025Q3: 1,276 shares; 2025Q4: 7,208 shares; 2026Q1: 7,210 shares; 2026Q2: 7,211 shares 7,211 $4.95M 1.92% +1 Timeline FIXD 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: 92,032 shares; 2024Q4: 85,344 shares; 2025Q1: 85,833 shares; 2025Q2: 87,770 shares; 2025Q3: 86,337 shares; 2025Q4: 96,428 shares; 2026Q1: 106,151 shares; 2026Q2: 110,383 shares 110,383 $4.81M 1.87% +4,232 Timeline FLQM 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: 80,398 shares; 2024Q4: 84,324 shares; 2025Q1: 84,337 shares; 2025Q2: 84,072 shares; 2025Q3: 85,962 shares; 2025Q4: 86,921 shares; 2026Q1: 81,169 shares; 2026Q2: 82,223 shares 82,223 $4.76M 1.84% +1,054 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: 72,252 shares; 2024Q4: 70,818 shares; 2025Q1: 70,903 shares; 2025Q2: 73,066 shares; 2025Q3: 72,391 shares; 2025Q4: 83,876 shares; 2026Q1: 97,192 shares; 2026Q2: 99,317 shares 99,317 $4.52M 1.75% +2,125 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: 10,433 shares; 2024Q4: 11,232 shares; 2025Q1: 11,216 shares; 2025Q2: 11,560 shares; 2025Q3: 11,961 shares; 2025Q4: 12,482 shares; 2026Q1: 14,649 shares; 2026Q2: 14,661 shares 14,661 $4.44M 1.72% +12 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,402 shares; 2024Q4: 145,545 shares; 2025Q1: 136,949 shares; 2025Q2: 131,154 shares; 2025Q3: 121,852 shares; 2025Q4: 115,256 shares; 2026Q1: 44,150 shares; 2026Q2: 43,563 shares 43,563 $4.17M 1.61% -587 Timeline XMHQ 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: 23,444 shares; 2024Q4: 26,241 shares; 2025Q1: 27,501 shares; 2025Q2: 30,181 shares; 2025Q3: 29,404 shares; 2025Q4: 30,572 shares; 2026Q1: 36,365 shares; 2026Q2: 36,675 shares 36,675 $4.14M 1.6% +310 Timeline DFCF 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: 26,552 shares; 2024Q4: 30,769 shares; 2025Q1: 35,612 shares; 2025Q2: 38,559 shares; 2025Q3: 40,075 shares; 2025Q4: 54,349 shares; 2026Q1: 94,674 shares; 2026Q2: 97,657 shares 97,657 $4.12M 1.6% +2,983 Timeline FVD 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: 110,319 shares; 2024Q4: 107,881 shares; 2025Q1: 107,359 shares; 2025Q2: 106,275 shares; 2025Q3: 104,881 shares; 2025Q4: 104,118 shares; 2026Q1: 83,784 shares; 2026Q2: 83,760 shares 83,760 $4.04M 1.56% -24 Timeline JPSE 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: 42,084 shares; 2024Q4: 45,479 shares; 2025Q1: 47,924 shares; 2025Q2: 50,328 shares; 2025Q3: 51,361 shares; 2025Q4: 53,467 shares; 2026Q1: 65,987 shares; 2026Q2: 65,362 shares 65,362 $3.93M 1.52% -625 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: 6,950 shares; 2024Q4: 7,214 shares; 2025Q1: 7,436 shares; 2025Q2: 10,044 shares; 2025Q3: 11,271 shares; 2025Q4: 11,238 shares; 2026Q1: 10,885 shares; 2026Q2: 10,837 shares 10,837 $3.87M 1.5% -48 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: 9,836 shares; 2024Q4: 9,579 shares; 2025Q1: 9,529 shares; 2025Q2: 9,524 shares; 2025Q3: 9,279 shares; 2025Q4: 9,181 shares; 2026Q1: 7,582 shares; 2026Q2: 30,330 shares 30,330 $3.77M 1.46% +22,748 Timeline FTSM 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: 37,769 shares; 2024Q4: 36,404 shares; 2025Q1: 34,734 shares; 2025Q2: 34,502 shares; 2025Q3: 33,684 shares; 2025Q4: 31,371 shares; 2026Q1: 17,113 shares; 2026Q2: 58,738 shares 58,738 $3.51M 1.36% +41,625 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: 6,192 shares; 2024Q4: 6,233 shares; 2025Q1: 6,531 shares; 2025Q2: 6,911 shares; 2025Q3: 7,852 shares; 2025Q4: 8,048 shares; 2026Q1: 8,698 shares; 2026Q2: 7,799 shares 7,799 $2.91M 1.13% -899 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: 4,157 shares; 2024Q4: 4,306 shares; 2025Q1: 4,258 shares; 2025Q2: 4,270 shares; 2025Q3: 4,194 shares; 2025Q4: 4,227 shares; 2026Q1: 4,072 shares; 2026Q2: 3,857 shares 3,857 $2.79M 1.08% -215 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: 10,785 shares; 2024Q4: 11,077 shares; 2025Q1: 11,823 shares; 2025Q2: 7,422 shares; 2025Q3: 9,871 shares; 2025Q4: 11,203 shares; 2026Q1: 13,300 shares; 2026Q2: 13,718 shares 13,718 $2.74M 1.06% +418 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,872 shares; 2024Q4: 14,847 shares; 2025Q1: 14,778 shares; 2025Q2: 14,716 shares; 2025Q3: 14,718 shares; 2025Q4: 14,715 shares; 2026Q1: 13,819 shares; 2026Q2: 13,832 shares 13,832 $2.56M 0.99% +13 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: 2,332 shares; 2024Q4: 2,835 shares; 2025Q1: 3,962 shares; 2025Q2: 4,909 shares; 2025Q3: 5,177 shares; 2025Q4: 5,422 shares; 2026Q1: 5,675 shares; 2026Q2: 5,839 shares 5,839 $2.21M 0.85% +164 Timeline DFNM 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: 9,592 shares; 2024Q4: 11,901 shares; 2025Q1: 30,375 shares; 2025Q2: 31,047 shares; 2025Q3: 33,943 shares; 2025Q4: 37,185 shares; 2026Q1: 38,672 shares; 2026Q2: 42,470 shares 42,470 $2.05M 0.8% +3,798 Timeline BUFD 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: 37,163 shares; 2024Q4: 45,187 shares; 2025Q1: 51,927 shares; 2025Q2: 53,960 shares; 2025Q3: 56,505 shares; 2025Q4: 89,552 shares; 2026Q1: 95,009 shares; 2026Q2: 64,936 shares 64,936 $1.93M 0.75% -30,073 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: 909 shares; 2024Q4: 984 shares; 2025Q1: 950 shares; 2025Q2: 947 shares; 2025Q3: 912 shares; 2025Q4: 919 shares; 2026Q1: 911 shares; 2026Q2: 908 shares 908 $1.81M 0.7% -3 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,324 shares; 2025Q3: 16,134 shares; 2025Q4: 37,126 shares; 2026Q1: 49,444 shares; 2026Q2: 25,031 shares 25,031 $1.69M 0.66% -24,413 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,762 shares; 2024Q4: 33,697 shares; 2025Q1: 31,505 shares; 2025Q2: 31,203 shares; 2025Q3: 29,318 shares; 2025Q4: 30,773 shares; 2026Q1: 30,052 shares; 2026Q2: 32,004 shares 32,004 $1.64M 0.64% +1,952 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,565 shares; 2024Q4: 14,688 shares; 2025Q1: 15,907 shares; 2025Q2: 17,092 shares; 2025Q3: 17,579 shares; 2025Q4: 18,551 shares; 2026Q1: 22,728 shares; 2026Q2: 22,701 shares 22,701 $1.62M 0.63% -27 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,700 shares; 2024Q4: 11,171 shares; 2025Q1: 12,039 shares; 2025Q2: 13,583 shares; 2025Q3: 13,507 shares; 2025Q4: 14,295 shares; 2026Q1: 17,726 shares; 2026Q2: 17,944 shares 17,944 $1.58M 0.61% +218 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,538 shares; 2024Q4: 3,524 shares; 2025Q1: 3,465 shares; 2025Q2: 3,420 shares; 2025Q3: 3,404 shares; 2025Q4: 3,384 shares; 2026Q1: 3,132 shares; 2026Q2: 3,100 shares 3,100 $1.55M 0.6% -32 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,980 shares; 2024Q4: 9,147 shares; 2025Q1: 9,331 shares; 2025Q2: 9,654 shares; 2025Q3: 10,306 shares; 2025Q4: 11,828 shares; 2026Q1: 12,429 shares; 2026Q2: 14,196 shares 14,196 $1.53M 0.59% +1,767 Timeline RDVY 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: 20,414 shares; 2024Q4: 20,318 shares; 2025Q1: 20,210 shares; 2025Q2: 19,971 shares; 2025Q3: 21,644 shares; 2025Q4: 21,545 shares; 2026Q1: 17,887 shares; 2026Q2: 17,887 shares 17,887 $1.45M 0.56% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,424 shares; 2024Q4: 1,629 shares; 2025Q1: 2,166 shares; 2025Q2: 3,242 shares; 2025Q3: 3,555 shares; 2025Q4: 3,933 shares; 2026Q1: 4,307 shares; 2026Q2: 4,144 shares 4,144 $1.4M 0.54% -163 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,799 shares; 2024Q4: 19,543 shares; 2025Q1: 19,223 shares; 2025Q2: 18,860 shares; 2025Q3: 18,860 shares; 2025Q4: 18,794 shares; 2026Q1: 17,512 shares; 2026Q2: 17,295 shares 17,295 $1.38M 0.54% -217 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: 3,873 shares; 2024Q4: 3,866 shares; 2025Q1: 3,824 shares; 2025Q2: 3,838 shares; 2025Q3: 3,906 shares; 2025Q4: 7,813 shares; 2026Q1: 6,945 shares; 2026Q2: 6,895 shares 6,895 $1.31M 0.51% -50 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: 3,298 shares; 2024Q4: 3,298 shares; 2025Q1: 3,447 shares; 2025Q2: 3,632 shares; 2025Q3: 3,750 shares; 2025Q4: 3,719 shares; 2026Q1: 3,725 shares; 2026Q2: 3,679 shares 3,679 $1.3M 0.5% -46 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: 2,087 shares; 2024Q4: 2,639 shares; 2025Q1: 3,779 shares; 2025Q2: 8,901 shares; 2025Q3: 10,709 shares; 2025Q4: 12,141 shares; 2026Q1: 9,943 shares; 2026Q2: 9,999 shares 9,999 $1.28M 0.5% +56 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: 546 shares; 2024Q4: 714 shares; 2025Q1: 816 shares; 2025Q2: 1,008 shares; 2025Q3: 1,152 shares; 2025Q4: 1,487 shares; 2026Q1: 1,104 shares; 2026Q2: 1,105 shares 1,105 $1.18M 0.46% +1 Timeline SCMB 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: 8,903 shares; 2024Q4: 22,214 shares; 2025Q1: 23,248 shares; 2025Q2: 24,527 shares; 2025Q3: 27,200 shares; 2025Q4: 33,041 shares; 2026Q1: 35,646 shares; 2026Q2: 41,166 shares 41,166 $1.06M 0.41% +5,520 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: not reported; 2024Q4: not reported; 2025Q1: 255 shares; 2025Q2: 467 shares; 2025Q3: 610 shares; 2025Q4: 714 shares; 2026Q1: 805 shares; 2026Q2: 865 shares 865 $1.04M 0.4% +60 Timeline LGLV 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: 6,335 shares; 2024Q4: 6,298 shares; 2025Q1: 6,213 shares; 2025Q2: 6,183 shares; 2025Q3: 6,149 shares; 2025Q4: 6,008 shares; 2026Q1: 5,276 shares; 2026Q2: 5,182 shares 5,182 $940K 0.36% -94 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: 2,862 shares; 2025Q3: 3,025 shares; 2025Q4: 3,317 shares; 2026Q1: 3,524 shares; 2026Q2: 3,699 shares 3,699 $940K 0.36% +175 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: 1,956 shares; 2024Q4: 2,172 shares; 2025Q1: 2,475 shares; 2025Q2: 3,246 shares; 2025Q3: 3,518 shares; 2025Q4: 2,927 shares; 2026Q1: 2,531 shares; 2026Q2: 2,638 shares 2,638 $905K 0.35% +107 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,440 shares; 2025Q2: 2,725 shares; 2025Q3: 3,094 shares; 2025Q4: 3,093 shares; 2026Q1: 3,376 shares; 2026Q2: 3,529 shares 3,529 $888K 0.34% +153 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: 998 shares; 2024Q4: 1,192 shares; 2025Q1: 1,450 shares; 2025Q2: 1,688 shares; 2025Q3: 1,989 shares; 2025Q4: 1,958 shares; 2026Q1: 2,032 shares; 2026Q2: 2,092 shares 2,092 $880K 0.34% +60 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: 858 shares; 2024Q4: 1,025 shares; 2025Q1: 1,217 shares; 2025Q2: 1,634 shares; 2025Q3: 1,858 shares; 2025Q4: 1,518 shares; 2026Q1: 1,533 shares; 2026Q2: 1,710 shares 1,710 $878K 0.34% +177 Timeline PHDG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,582 shares; 2024Q4: 25,485 shares; 2025Q1: 25,068 shares; 2025Q2: 23,809 shares; 2025Q3: 23,779 shares; 2025Q4: 23,150 shares; 2026Q1: 20,049 shares; 2026Q2: 20,049 shares 20,049 $821K 0.32% 0 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $778K 0.3% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,237 shares; 2025Q2: 1,146 shares; 2025Q3: 1,441 shares; 2025Q4: 2,144 shares; 2026Q1: 2,396 shares; 2026Q2: 2,362 shares 2,362 $773K 0.3% -34 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: 1,830 shares; 2025Q2: 3,679 shares; 2025Q3: 4,260 shares; 2025Q4: 3,871 shares; 2026Q1: 3,979 shares; 2026Q2: 3,934 shares 3,934 $746K 0.29% -45 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,631 shares; 2026Q1: 1,649 shares; 2026Q2: 1,621 shares 1,621 $702K 0.27% -28 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,610 shares; 2025Q3: 29,985 shares; 2025Q4: 27,173 shares; 2026Q1: 28,119 shares; 2026Q2: 28,226 shares 28,226 $680K 0.26% +107 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: 507 shares; 2025Q2: 687 shares; 2025Q3: 988 shares; 2025Q4: 1,017 shares; 2026Q1: 2,733 shares; 2026Q2: 1,143 shares 1,143 $644K 0.25% -1,590 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: 4,038 shares; 2024Q4: 4,172 shares; 2025Q1: 4,523 shares; 2025Q2: 5,618 shares; 2025Q3: 5,901 shares; 2025Q4: 6,019 shares; 2026Q1: 6,393 shares; 2026Q2: 7,479 shares 7,479 $608K 0.24% +1,086 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,571 shares; 2026Q2: 2,926 shares 2,926 $555K 0.22% +355 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,410 shares; 2024Q4: 4,410 shares; 2025Q1: 4,410 shares; 2025Q2: 4,410 shares; 2025Q3: 4,500 shares; 2025Q4: 4,377 shares; 2026Q1: 4,050 shares; 2026Q2: 4,050 shares 4,050 $533K 0.21% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,910 shares; 2024Q4: 4,898 shares; 2025Q1: 4,898 shares; 2025Q2: 4,691 shares; 2025Q3: 4,709 shares; 2025Q4: 4,720 shares; 2026Q1: 4,728 shares; 2026Q2: 9,473 shares 9,473 $532K 0.21% +4,745 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,297 shares; 2025Q3: 1,451 shares; 2025Q4: 1,315 shares; 2026Q1: 1,357 shares; 2026Q2: 1,400 shares 1,400 $519K 0.2% +43 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,690 shares; 2026Q1: 2,945 shares; 2026Q2: 3,309 shares 3,309 $519K 0.2% +364 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,039 shares; 2025Q3: 3,123 shares; 2025Q4: 3,269 shares; 2026Q1: 3,582 shares; 2026Q2: 3,731 shares 3,731 $505K 0.2% +149 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,126 shares; 2025Q3: 1,313 shares; 2025Q4: 913 shares; 2026Q1: 901 shares; 2026Q2: 1,039 shares 1,039 $496K 0.19% +138 Timeline SPLV 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: 6,547 shares; 2024Q4: 6,547 shares; 2025Q1: 6,547 shares; 2025Q2: 6,547 shares; 2025Q3: 6,547 shares; 2025Q4: 6,547 shares; 2026Q1: 6,547 shares; 2026Q2: 6,547 shares 6,547 $490K 0.19% 0 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: 4,342 shares; 2024Q4: 4,218 shares; 2025Q1: 4,428 shares; 2025Q2: 4,167 shares; 2025Q3: 4,194 shares; 2025Q4: 8,339 shares; 2026Q1: 7,978 shares; 2026Q2: 6,025 shares 6,025 $488K 0.19% -1,953 Timeline ITM 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: 14,980 shares; 2024Q4: 11,715 shares; 2025Q1: 11,685 shares; 2025Q2: 11,258 shares; 2025Q3: 10,924 shares; 2025Q4: 10,229 shares; 2026Q1: 9,947 shares; 2026Q2: 9,905 shares 9,905 $465K 0.18% -42 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: 4,451 shares; 2024Q4: 4,451 shares; 2025Q1: 4,451 shares; 2025Q2: 4,451 shares; 2025Q3: 4,451 shares; 2025Q4: 4,451 shares; 2026Q1: 4,451 shares; 2026Q2: 4,451 shares 4,451 $463K 0.18% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,559 shares; 2026Q1: 1,689 shares; 2026Q2: 2,168 shares 2,168 $449K 0.17% +479 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,959 shares; 2026Q1: 2,330 shares; 2026Q2: 2,645 shares 2,645 $401K 0.16% +315 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: 228 shares; 2025Q1: 256 shares; 2025Q2: 329 shares; 2025Q3: 398 shares; 2025Q4: 386 shares; 2026Q1: 412 shares; 2026Q2: 423 shares 423 $396K 0.15% +11 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,824 shares; 2025Q3: 3,744 shares; 2025Q4: 4,412 shares; 2026Q1: 4,706 shares; 2026Q2: 4,637 shares 4,637 $388K 0.15% -69 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,191 shares; 2026Q2: 5,327 shares 5,327 $383K 0.15% +136 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 699 shares; 2025Q4: 861 shares; 2026Q1: 973 shares; 2026Q2: 948 shares 948 $354K 0.14% -25 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: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,719 shares; 2025Q4: 1,611 shares; 2026Q1: 1,611 shares; 2026Q2: 1,611 shares 1,611 $351K 0.14% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,987 shares; 2024Q4: 3,986 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,879 shares; 2025Q4: 3,779 shares; 2026Q1: 3,779 shares; 2026Q2: 3,700 shares 3,700 $347K 0.13% -79 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES 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: 2,816 shares; 2025Q4: 2,816 shares; 2026Q1: 2,824 shares; 2026Q2: 2,824 shares 2,824 $345K 0.13% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 587 shares 587 $341K 0.13% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,192 shares; 2026Q2: 4,061 shares 4,061 $336K 0.13% -131 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,492 shares; 2025Q3: 2,808 shares; 2025Q4: 1,688 shares; 2026Q1: 1,771 shares; 2026Q2: 1,838 shares 1,838 $332K 0.13% +67 Timeline FPX 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: 2,539 shares; 2024Q4: 2,327 shares; 2025Q1: 2,327 shares; 2025Q2: 2,327 shares; 2025Q3: 2,327 shares; 2025Q4: 2,327 shares; 2026Q1: 1,588 shares; 2026Q2: 1,588 shares 1,588 $327K 0.13% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,335 shares 2,335 $326K 0.13% new Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 657 shares; 2025Q3: 688 shares; 2025Q4: 760 shares; 2026Q1: 848 shares; 2026Q2: 918 shares 918 $324K 0.13% +70 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: 2,412 shares; 2024Q4: 2,415 shares; 2025Q1: 2,418 shares; 2025Q2: 2,421 shares; 2025Q3: 2,480 shares; 2025Q4: 2,457 shares; 2026Q1: 2,560 shares; 2026Q2: 2,362 shares 2,362 $323K 0.13% -198 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE 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: 835 shares; 2026Q1: 899 shares; 2026Q2: 970 shares 970 $321K 0.12% +71 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: 596 shares; 2026Q1: 436 shares; 2026Q2: 487 shares 487 $309K 0.12% +51 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: not reported; 2025Q3: not reported; 2025Q4: 2,659 shares; 2026Q1: not reported; 2026Q2: 2,511 shares 2,511 $295K 0.11% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 559 shares; 2024Q4: 631 shares; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 561 shares; 2025Q4: 562 shares; 2026Q1: 562 shares; 2026Q2: 3,378 shares 3,378 $291K 0.11% +2,816 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,661 shares; 2024Q4: 6,761 shares; 2025Q1: 5,011 shares; 2025Q2: 4,659 shares; 2025Q3: 4,440 shares; 2025Q4: 3,513 shares; 2026Q1: 3,423 shares; 2026Q2: 3,323 shares 3,323 $289K 0.11% -100 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; 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: 2,356 shares 2,356 $286K 0.11% new Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,176 shares; 2025Q4: 4,149 shares; 2026Q1: 4,149 shares; 2026Q2: 4,149 shares 4,149 $284K 0.11% 0 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 981 shares 981 $280K 0.11% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,576 shares 1,576 $278K 0.11% new Timeline ECL ECOLAB INC More: the full row for ECOLAB 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: 795 shares; 2026Q1: 868 shares; 2026Q2: 960 shares 960 $267K 0.1% +92 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,475 shares; 2025Q3: 2,635 shares; 2025Q4: 2,194 shares; 2026Q1: 2,543 shares; 2026Q2: 2,764 shares 2,764 $266K 0.1% +221 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,540 shares; 2024Q4: 2,540 shares; 2025Q1: 2,540 shares; 2025Q2: 2,540 shares; 2025Q3: 2,540 shares; 2025Q4: 2,540 shares; 2026Q1: 2,540 shares; 2026Q2: 2,540 shares 2,540 $265K 0.1% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 931 shares; 2025Q3: 1,034 shares; 2025Q4: 1,550 shares; 2026Q1: 1,833 shares; 2026Q2: 1,794 shares 1,794 $263K 0.1% -39 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,596 shares; 2025Q4: 4,596 shares; 2026Q1: 4,596 shares; 2026Q2: 4,596 shares 4,596 $259K 0.1% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,307 shares; 2025Q4: 3,307 shares; 2026Q1: 3,307 shares; 2026Q2: 3,307 shares 3,307 $251K 0.1% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,664 shares; 2026Q2: 2,929 shares 2,929 $248K 0.1% +265 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA 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: 2,831 shares 2,831 $233K 0.09% new Timeline WLY WILEY JOHN & SONS INC More: the full row for WILEY JOHN & SONS 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: 4,786 shares 4,786 $232K 0.09% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,599 shares; 2026Q2: 6,173 shares 6,173 $227K 0.09% +574 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 924 shares; 2025Q4: not reported; 2026Q1: 927 shares; 2026Q2: 1,026 shares 1,026 $226K 0.09% +99 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,515 shares; 2025Q3: 1,832 shares; 2025Q4: 1,852 shares; 2026Q1: not reported; 2026Q2: 1,496 shares 1,496 $219K 0.09% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,764 shares 3,764 $217K 0.08% new Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,373 shares; 2026Q1: 9,373 shares; 2026Q2: 9,373 shares 9,373 $215K 0.08% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 819 shares; 2026Q2: 896 shares 896 $214K 0.08% +77 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 319 shares 319 $209K 0.08% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 402 shares 402 $209K 0.08% new Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS COMMUNICATIONS 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: 6,260 shares; 2025Q4: 6,260 shares; 2026Q1: 6,260 shares; 2026Q2: 6,260 shares 6,260 $203K 0.08% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE 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: 10,149 shares 10,149 $194K 0.08% new Timeline