AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193,392 shares; 2024Q4: 226,116 shares; 2025Q1: 233,774 shares; 2025Q2: 246,036 shares; 2025Q3: 246,042 shares; 2025Q4: 242,232 shares; 2026Q1: 231,623 shares; 2026Q2: 174,201 shares 174,201 $50.4M 3.41% -57,422 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,079 shares; 2025Q3: 11,054 shares; 2025Q4: 43,650 shares; 2026Q1: 434,686 shares; 2026Q2: 464,592 shares 464,592 $40.8M 2.76% +29,906 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: 111,408 shares; 2024Q4: 141,701 shares; 2025Q1: 142,894 shares; 2025Q2: 146,410 shares; 2025Q3: 137,046 shares; 2025Q4: 135,737 shares; 2026Q1: 119,379 shares; 2026Q2: 100,605 shares 100,605 $32.9M 2.23% -18,774 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: 87,982 shares; 2024Q4: 100,252 shares; 2025Q1: 102,192 shares; 2025Q2: 121,045 shares; 2025Q3: 119,188 shares; 2025Q4: 116,194 shares; 2026Q1: 115,569 shares; 2026Q2: 87,984 shares 87,984 $32.8M 2.22% -27,585 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: 157,762 shares; 2024Q4: 176,826 shares; 2025Q1: 181,319 shares; 2025Q2: 207,782 shares; 2025Q3: 204,546 shares; 2025Q4: 203,864 shares; 2026Q1: 200,590 shares; 2026Q2: 154,401 shares 154,401 $30.9M 2.09% -46,189 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,146 shares; 2024Q4: 117,316 shares; 2025Q1: 124,443 shares; 2025Q2: 130,707 shares; 2025Q3: 141,822 shares; 2025Q4: 162,647 shares; 2026Q1: 193,386 shares; 2026Q2: 192,108 shares 192,108 $28.5M 1.93% -1,278 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 458,783 shares; 2024Q4: 468,554 shares; 2025Q1: 466,639 shares; 2025Q2: 473,195 shares; 2025Q3: 511,917 shares; 2025Q4: 550,098 shares; 2026Q1: 592,378 shares; 2026Q2: 559,041 shares 559,041 $28.2M 1.9% -33,337 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: 94,809 shares; 2024Q4: 129,090 shares; 2025Q1: 137,198 shares; 2025Q2: 148,931 shares; 2025Q3: 151,653 shares; 2025Q4: 160,005 shares; 2026Q1: 153,680 shares; 2026Q2: 112,504 shares 112,504 $26.8M 1.81% -41,176 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: 56,450 shares; 2024Q4: 61,719 shares; 2025Q1: 75,365 shares; 2025Q2: 80,883 shares; 2025Q3: 82,929 shares; 2025Q4: 82,514 shares; 2026Q1: 41,454 shares; 2026Q2: 25,244 shares 25,244 $18.9M 1.27% -16,210 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: 53,147 shares; 2024Q4: 67,719 shares; 2025Q1: 71,998 shares; 2025Q2: 81,055 shares; 2025Q3: 83,614 shares; 2025Q4: 81,402 shares; 2026Q1: 76,653 shares; 2026Q2: 50,499 shares 50,499 $18M 1.22% -26,154 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: 49,238 shares; 2024Q4: 53,651 shares; 2025Q1: 55,609 shares; 2025Q2: 56,599 shares; 2025Q3: 56,082 shares; 2025Q4: 56,702 shares; 2026Q1: 49,701 shares; 2026Q2: 35,649 shares 35,649 $17.8M 1.21% -14,052 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: 73,493 shares; 2024Q4: 78,738 shares; 2025Q1: 79,753 shares; 2025Q2: 63,007 shares; 2025Q3: 62,624 shares; 2025Q4: 73,822 shares; 2026Q1: 70,709 shares; 2026Q2: 68,948 shares 68,948 $17.5M 1.18% -1,761 Timeline SCHG 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: 91,142 shares; 2024Q4: 425,200 shares; 2025Q1: 458,376 shares; 2025Q2: 690,128 shares; 2025Q3: 692,754 shares; 2025Q4: 672,540 shares; 2026Q1: 598,648 shares; 2026Q2: 473,227 shares 473,227 $16M 1.08% -125,421 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: 93,288 shares; 2024Q4: 97,023 shares; 2025Q1: 115,681 shares; 2025Q2: 98,486 shares; 2025Q3: 94,803 shares; 2025Q4: 98,609 shares; 2026Q1: 79,791 shares; 2026Q2: 74,707 shares 74,707 $15.6M 1.06% -5,084 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: 1,625 shares; 2024Q4: 12,369 shares; 2025Q1: 13,786 shares; 2025Q2: 15,483 shares; 2025Q3: 24,831 shares; 2025Q4: 32,472 shares; 2026Q1: 32,358 shares; 2026Q2: 31,531 shares 31,531 $15.1M 1.02% -827 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,157 shares; 2024Q4: 186,535 shares; 2025Q1: 179,699 shares; 2025Q2: 177,337 shares; 2025Q3: 163,920 shares; 2025Q4: 170,860 shares; 2026Q1: 149,418 shares; 2026Q2: 142,195 shares 142,195 $14.8M 1% -7,223 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,727 shares; 2024Q4: 6,187 shares; 2025Q1: 7,299 shares; 2025Q2: 10,253 shares; 2025Q3: 10,571 shares; 2025Q4: 10,271 shares; 2026Q1: 10,807 shares; 2026Q2: 11,681 shares 11,681 $14M 0.95% +874 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 317,978 shares; 2024Q4: 323,256 shares; 2025Q1: 334,651 shares; 2025Q2: 340,464 shares; 2025Q3: 337,404 shares; 2025Q4: 351,540 shares; 2026Q1: 346,536 shares; 2026Q2: 357,061 shares 357,061 $13.6M 0.92% +10,525 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,630 shares; 2024Q4: 112,669 shares; 2025Q1: 120,632 shares; 2025Q2: 118,923 shares; 2025Q3: 127,571 shares; 2025Q4: 137,832 shares; 2026Q1: 139,034 shares; 2026Q2: 147,654 shares 147,654 $13M 0.88% +8,620 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: 172,579 shares; 2024Q4: 391,107 shares; 2025Q1: 418,068 shares; 2025Q2: 407,125 shares; 2025Q3: 427,406 shares; 2025Q4: 446,840 shares; 2026Q1: 505,447 shares; 2026Q2: 510,479 shares 510,479 $12.6M 0.85% +5,032 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: 17,842 shares; 2024Q4: 56,714 shares; 2025Q1: 59,451 shares; 2025Q2: 92,995 shares; 2025Q3: 104,421 shares; 2025Q4: 111,231 shares; 2026Q1: 108,330 shares; 2026Q2: 101,307 shares 101,307 $11.5M 0.78% -7,023 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,631 shares; 2024Q4: 70,398 shares; 2025Q1: 67,157 shares; 2025Q2: 72,275 shares; 2025Q3: 80,670 shares; 2025Q4: 86,000 shares; 2026Q1: 117,239 shares; 2026Q2: 111,818 shares 111,818 $11.4M 0.77% -5,421 Timeline GRID 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: 12,385 shares; 2025Q3: 50,453 shares; 2025Q4: 55,092 shares; 2026Q1: 57,171 shares; 2026Q2: 59,089 shares 59,089 $11.3M 0.77% +1,918 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 334,791 shares; 2025Q3: 335,189 shares; 2025Q4: 334,913 shares; 2026Q1: 329,048 shares; 2026Q2: 324,528 shares 324,528 $11.3M 0.76% -4,520 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,674 shares; 2024Q4: 69,114 shares; 2025Q1: 111,612 shares; 2025Q2: 138,363 shares; 2025Q3: 150,456 shares; 2025Q4: 159,997 shares; 2026Q1: 161,212 shares; 2026Q2: 123,150 shares 123,150 $11.3M 0.76% -38,062 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: 138,458 shares; 2024Q4: 143,175 shares; 2025Q1: 155,621 shares; 2025Q2: 211,581 shares; 2025Q3: 238,396 shares; 2025Q4: 272,077 shares; 2026Q1: 365,865 shares; 2026Q2: 401,140 shares 401,140 $10.6M 0.72% +35,275 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: 490 shares; 2024Q4: 1,194 shares; 2025Q1: 1,859 shares; 2025Q2: 11,920 shares; 2025Q3: 12,802 shares; 2025Q4: 14,520 shares; 2026Q1: 14,802 shares; 2026Q2: 14,904 shares 14,904 $10.2M 0.69% +102 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: 8,484 shares; 2024Q4: 9,803 shares; 2025Q1: 9,585 shares; 2025Q2: 99,220 shares; 2025Q3: 145,263 shares; 2025Q4: 168,415 shares; 2026Q1: 366,282 shares; 2026Q2: 422,829 shares 422,829 $10.2M 0.69% +56,547 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,449 shares; 2024Q4: 29,649 shares; 2025Q1: 27,529 shares; 2025Q2: 29,723 shares; 2025Q3: 31,418 shares; 2025Q4: 31,504 shares; 2026Q1: 26,827 shares; 2026Q2: 23,864 shares 23,864 $10.2M 0.69% -2,963 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,377 shares; 2024Q4: 36,801 shares; 2025Q1: 32,724 shares; 2025Q2: 34,255 shares; 2025Q3: 32,337 shares; 2025Q4: 36,430 shares; 2026Q1: 34,503 shares; 2026Q2: 34,102 shares 34,102 $10.2M 0.69% -401 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: 114,007 shares; 2024Q4: 430,466 shares; 2025Q1: 507,905 shares; 2025Q2: 332,619 shares; 2025Q3: 328,817 shares; 2025Q4: 327,173 shares; 2026Q1: 386,220 shares; 2026Q2: 316,561 shares 316,561 $10M 0.68% -69,659 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,714 shares; 2024Q4: 297,755 shares; 2025Q1: 312,385 shares; 2025Q2: 363,542 shares; 2025Q3: 347,232 shares; 2025Q4: 370,225 shares; 2026Q1: 335,053 shares; 2026Q2: 309,064 shares 309,064 $9.88M 0.67% -25,989 Timeline OSCR OSCAR HEALTH INC More: the full row for OSCAR HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,400 shares; 2025Q2: 453,588 shares; 2025Q3: 602,911 shares; 2025Q4: 650,779 shares; 2026Q1: 714,411 shares; 2026Q2: 343,696 shares 343,696 $9.8M 0.66% -370,715 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: 39,521 shares; 2024Q4: 48,151 shares; 2025Q1: 44,215 shares; 2025Q2: 45,420 shares; 2025Q3: 45,178 shares; 2025Q4: 39,103 shares; 2026Q1: 31,116 shares; 2026Q2: 27,347 shares 27,347 $9.64M 0.65% -3,769 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,086 shares; 2024Q4: 107,246 shares; 2025Q1: 108,718 shares; 2025Q2: 65,437 shares; 2025Q3: 79,046 shares; 2025Q4: 96,188 shares; 2026Q1: 139,399 shares; 2026Q2: 154,333 shares 154,333 $9.6M 0.65% +14,934 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: 16,202 shares; 2024Q4: 32,699 shares; 2025Q1: 32,831 shares; 2025Q2: 31,254 shares; 2025Q3: 29,607 shares; 2025Q4: 27,862 shares; 2026Q1: 28,399 shares; 2026Q2: 26,986 shares 26,986 $9.53M 0.64% -1,413 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: 26,684 shares; 2024Q4: 28,906 shares; 2025Q1: 29,168 shares; 2025Q2: 26,295 shares; 2025Q3: 24,892 shares; 2025Q4: 27,700 shares; 2026Q1: 29,414 shares; 2026Q2: 25,928 shares 25,928 $9.39M 0.63% -3,486 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: not reported; 2024Q4: not reported; 2025Q1: 1,322 shares; 2025Q2: 9,438 shares; 2025Q3: 10,934 shares; 2025Q4: 12,438 shares; 2026Q1: 17,608 shares; 2026Q2: 105,286 shares 105,286 $9.07M 0.61% +87,678 Timeline MLPX 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: 74,016 shares; 2024Q4: 94,154 shares; 2025Q1: 95,170 shares; 2025Q2: 98,587 shares; 2025Q3: 96,392 shares; 2025Q4: 107,013 shares; 2026Q1: 120,491 shares; 2026Q2: 122,022 shares 122,022 $8.99M 0.61% +1,531 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: 76,840 shares; 2024Q4: 80,319 shares; 2025Q1: 136,466 shares; 2025Q2: 135,820 shares; 2025Q3: 140,957 shares; 2025Q4: 157,822 shares; 2026Q1: 178,828 shares; 2026Q2: 185,036 shares 185,036 $8.95M 0.6% +6,208 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: 23,966 shares; 2024Q4: 4,520 shares; 2025Q1: 4,037 shares; 2025Q2: 4,360 shares; 2025Q3: 3,633 shares; 2025Q4: 3,193 shares; 2026Q1: 35,210 shares; 2026Q2: 54,691 shares 54,691 $8.65M 0.59% +19,481 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240,100 shares; 2024Q4: 256,531 shares; 2025Q1: 298,596 shares; 2025Q2: 481,091 shares; 2025Q3: 586,877 shares; 2025Q4: 647,496 shares; 2026Q1: 589,793 shares; 2026Q2: 499,330 shares 499,330 $8.33M 0.56% -90,463 Timeline CPS COOPER-STANDARD HOLDINGS INC More: the full row for COOPER-STANDARD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 314,690 shares; 2024Q4: 343,892 shares; 2025Q1: 420,636 shares; 2025Q2: 484,741 shares; 2025Q3: 498,714 shares; 2025Q4: 501,373 shares; 2026Q1: 503,971 shares; 2026Q2: 306,116 shares 306,116 $8.28M 0.56% -197,855 Timeline MGV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,294 shares; 2025Q3: 52,301 shares; 2025Q4: 52,173 shares; 2026Q1: 50,684 shares; 2026Q2: 50,096 shares 50,096 $8.19M 0.55% -588 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: 105,157 shares; 2025Q3: 105,444 shares; 2025Q4: 105,069 shares; 2026Q1: 108,856 shares; 2026Q2: 107,569 shares 107,569 $8.15M 0.55% -1,287 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: 13,089 shares; 2024Q4: 14,342 shares; 2025Q1: 11,549 shares; 2025Q2: 14,133 shares; 2025Q3: 14,910 shares; 2025Q4: 15,169 shares; 2026Q1: 15,223 shares; 2026Q2: 10,897 shares 10,897 $8.02M 0.54% -4,326 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,550 shares; 2024Q4: 97,330 shares; 2025Q1: 117,569 shares; 2025Q2: 149,654 shares; 2025Q3: 160,501 shares; 2025Q4: 177,469 shares; 2026Q1: 288,712 shares; 2026Q2: 181,832 shares 181,832 $7.85M 0.53% -106,880 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: 5,291 shares; 2024Q4: 27,639 shares; 2025Q1: 30,988 shares; 2025Q2: 35,136 shares; 2025Q3: 34,033 shares; 2025Q4: 34,720 shares; 2026Q1: 33,480 shares; 2026Q2: 20,515 shares 20,515 $7.75M 0.52% -12,965 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: 7,492 shares; 2024Q4: 8,202 shares; 2025Q1: 10,164 shares; 2025Q2: 9,836 shares; 2025Q3: 9,175 shares; 2025Q4: 9,390 shares; 2026Q1: 8,599 shares; 2026Q2: 7,941 shares 7,941 $7.43M 0.5% -658 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,799 shares; 2024Q4: not reported; 2025Q1: 4,358 shares; 2025Q2: 25,392 shares; 2025Q3: 15,877 shares; 2025Q4: 29,742 shares; 2026Q1: 120,875 shares; 2026Q2: 73,514 shares 73,514 $7.4M 0.5% -47,361 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220,650 shares; 2024Q4: 223,973 shares; 2025Q1: 227,500 shares; 2025Q2: 216,523 shares; 2025Q3: 209,776 shares; 2025Q4: 257,637 shares; 2026Q1: 251,057 shares; 2026Q2: 191,378 shares 191,378 $7.32M 0.49% -59,679 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,301 shares; 2025Q2: 118,319 shares; 2025Q3: 104,561 shares; 2025Q4: 101,496 shares; 2026Q1: 75,838 shares; 2026Q2: 72,189 shares 72,189 $7.24M 0.49% -3,649 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,615 shares; 2024Q4: 152,052 shares; 2025Q1: 153,086 shares; 2025Q2: 149,300 shares; 2025Q3: 151,314 shares; 2025Q4: 168,264 shares; 2026Q1: 156,181 shares; 2026Q2: 138,738 shares 138,738 $7.18M 0.49% -17,443 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: 69,345 shares; 2024Q4: 75,207 shares; 2025Q1: 78,743 shares; 2025Q2: 78,131 shares; 2025Q3: 80,189 shares; 2025Q4: 90,235 shares; 2026Q1: 101,191 shares; 2026Q2: 106,062 shares 106,062 $7.17M 0.48% +4,871 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,643 shares; 2024Q4: 5,400 shares; 2025Q1: 5,585 shares; 2025Q2: 18,427 shares; 2025Q3: 25,980 shares; 2025Q4: 29,878 shares; 2026Q1: 24,322 shares; 2026Q2: 25,416 shares 25,416 $7.15M 0.48% +1,094 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: 8,335 shares; 2024Q4: 8,610 shares; 2025Q1: 8,447 shares; 2025Q2: 12,919 shares; 2025Q3: 17,126 shares; 2025Q4: 17,682 shares; 2026Q1: 17,858 shares; 2026Q2: 18,577 shares 18,577 $6.87M 0.46% +719 Timeline JPIE 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: 44,892 shares; 2024Q4: 46,940 shares; 2025Q1: 47,618 shares; 2025Q2: 79,964 shares; 2025Q3: 90,285 shares; 2025Q4: 101,048 shares; 2026Q1: 131,213 shares; 2026Q2: 141,889 shares 141,889 $6.53M 0.44% +10,676 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS 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: 42,293 shares; 2025Q4: 118,325 shares; 2026Q1: 171,720 shares; 2026Q2: 262,029 shares 262,029 $6.5M 0.44% +90,309 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: 2,743 shares; 2024Q4: 9,893 shares; 2025Q1: 10,172 shares; 2025Q2: 14,192 shares; 2025Q3: 12,110 shares; 2025Q4: 12,510 shares; 2026Q1: 12,269 shares; 2026Q2: 15,616 shares 15,616 $6.49M 0.44% +3,347 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,317 shares; 2024Q4: 99,713 shares; 2025Q1: 117,943 shares; 2025Q2: 139,370 shares; 2025Q3: 149,096 shares; 2025Q4: 149,648 shares; 2026Q1: 164,355 shares; 2026Q2: 67,212 shares 67,212 $6.45M 0.44% -97,143 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: 66,757 shares; 2024Q4: 46,199 shares; 2025Q1: 34,201 shares; 2025Q2: 44,231 shares; 2025Q3: 43,021 shares; 2025Q4: 46,356 shares; 2026Q1: 47,948 shares; 2026Q2: 47,018 shares 47,018 $6.43M 0.43% -930 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: 21,227 shares; 2024Q4: 26,870 shares; 2025Q1: 27,905 shares; 2025Q2: 20,567 shares; 2025Q3: 20,769 shares; 2025Q4: 19,689 shares; 2026Q1: 17,294 shares; 2026Q2: 8,788 shares 8,788 $6.33M 0.43% -8,506 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: 23,559 shares; 2024Q4: 22,922 shares; 2025Q1: 24,772 shares; 2025Q2: 27,759 shares; 2025Q3: 32,228 shares; 2025Q4: 34,565 shares; 2026Q1: 62,792 shares; 2026Q2: 70,064 shares 70,064 $6.31M 0.43% +7,272 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,229 shares; 2024Q4: 41,547 shares; 2025Q1: 41,164 shares; 2025Q2: 41,710 shares; 2025Q3: 40,740 shares; 2025Q4: 41,486 shares; 2026Q1: 36,336 shares; 2026Q2: 29,342 shares 29,342 $6.25M 0.42% -6,994 Timeline BAX BAXTER INTL INC More: the full row for BAXTER 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: 63,202 shares; 2025Q3: 92,655 shares; 2025Q4: 131,958 shares; 2026Q1: 258,062 shares; 2026Q2: 292,401 shares 292,401 $6.23M 0.42% +34,339 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES 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: 2,543 shares; 2025Q4: 6,819 shares; 2026Q1: 7,034 shares; 2026Q2: 7,571 shares 7,571 $6.02M 0.41% +537 Timeline XSMO 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: 31,945 shares; 2025Q1: 65,482 shares; 2025Q2: 78,500 shares; 2025Q3: 62,037 shares; 2025Q4: 64,662 shares; 2026Q1: 62,286 shares; 2026Q2: 63,961 shares 63,961 $5.99M 0.4% +1,675 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: 3,136 shares; 2024Q4: 7,565 shares; 2025Q1: 7,646 shares; 2025Q2: 7,813 shares; 2025Q3: 7,742 shares; 2025Q4: 6,778 shares; 2026Q1: 7,892 shares; 2026Q2: 11,595 shares 11,595 $5.96M 0.4% +3,703 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,536 shares; 2025Q3: 92,155 shares; 2025Q4: 149,509 shares; 2026Q1: 167,891 shares; 2026Q2: 182,031 shares 182,031 $5.78M 0.39% +14,140 Timeline MGK 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,177 shares; 2025Q3: 13,769 shares; 2025Q4: 13,631 shares; 2026Q1: 13,318 shares; 2026Q2: 65,427 shares 65,427 $5.75M 0.39% +52,109 Timeline NOV NOV INC More: the full row for NOV 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: 76,961 shares; 2025Q4: 218,486 shares; 2026Q1: 288,637 shares; 2026Q2: 306,085 shares 306,085 $5.68M 0.38% +17,448 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,735 shares; 2024Q4: 33,852 shares; 2025Q1: 34,971 shares; 2025Q2: 35,463 shares; 2025Q3: 29,691 shares; 2025Q4: 32,355 shares; 2026Q1: 29,724 shares; 2026Q2: 29,707 shares 29,707 $5.66M 0.38% -17 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: 4,900 shares; 2024Q4: 15,847 shares; 2025Q1: 16,926 shares; 2025Q2: 21,043 shares; 2025Q3: 20,976 shares; 2025Q4: 21,351 shares; 2026Q1: 21,722 shares; 2026Q2: 21,965 shares 21,965 $5.53M 0.37% +243 Timeline PZZA PAPA JOHNS INTL INC More: the full row for PAPA JOHNS 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: 5,391 shares; 2026Q1: 135,581 shares; 2026Q2: 149,285 shares 149,285 $5.49M 0.37% +13,704 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,631 shares; 2024Q4: 2,909 shares; 2025Q1: 3,165 shares; 2025Q2: 16,669 shares; 2025Q3: 16,559 shares; 2025Q4: 16,547 shares; 2026Q1: 17,178 shares; 2026Q2: 68,046 shares 68,046 $5.48M 0.37% +50,868 Timeline NANR 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: 39,675 shares; 2024Q4: 44,410 shares; 2025Q1: 47,188 shares; 2025Q2: 47,213 shares; 2025Q3: 50,294 shares; 2025Q4: 65,744 shares; 2026Q1: 70,858 shares; 2026Q2: 72,606 shares 72,606 $5.48M 0.37% +1,748 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: 1,547 shares; 2024Q4: 1,850 shares; 2025Q1: 1,728 shares; 2025Q2: 6,608 shares; 2025Q3: 6,214 shares; 2025Q4: 6,216 shares; 2026Q1: 6,654 shares; 2026Q2: 7,200 shares 7,200 $5.21M 0.35% +546 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER 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: 98,343 shares; 2026Q1: 203,044 shares; 2026Q2: 217,228 shares 217,228 $5.2M 0.35% +14,184 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,567 shares; 2025Q2: 109,253 shares; 2025Q3: 136,022 shares; 2025Q4: 141,591 shares; 2026Q1: 135,073 shares; 2026Q2: 145,683 shares 145,683 $5.05M 0.34% +10,610 Timeline BOTZ 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: 271,570 shares; 2024Q4: 95,977 shares; 2025Q1: 101,525 shares; 2025Q2: 114,428 shares; 2025Q3: 132,743 shares; 2025Q4: 136,861 shares; 2026Q1: 130,398 shares; 2026Q2: 128,394 shares 128,394 $4.87M 0.33% -2,004 Timeline FXU 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: 60,357 shares; 2026Q1: 87,144 shares; 2026Q2: 97,807 shares 97,807 $4.83M 0.33% +10,663 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: 2,311 shares; 2024Q4: 9,367 shares; 2025Q1: 8,318 shares; 2025Q2: 9,679 shares; 2025Q3: 10,547 shares; 2025Q4: 8,965 shares; 2026Q1: 9,598 shares; 2026Q2: 8,522 shares 8,522 $4.8M 0.32% -1,076 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: 115,375 shares; 2024Q4: 159,476 shares; 2025Q1: 152,685 shares; 2025Q2: 144,750 shares; 2025Q3: 121,083 shares; 2025Q4: 85,175 shares; 2026Q1: 72,582 shares; 2026Q2: 41,040 shares 41,040 $4.79M 0.32% -31,542 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,441 shares; 2025Q3: 4,965 shares; 2025Q4: 3,689 shares; 2026Q1: 2,384 shares; 2026Q2: 2,389 shares 2,389 $4.75M 0.32% +5 Timeline SCHH 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: 173,504 shares; 2024Q4: 188,405 shares; 2025Q1: 187,205 shares; 2025Q2: 181,777 shares; 2025Q3: 188,632 shares; 2025Q4: 193,491 shares; 2026Q1: 202,261 shares; 2026Q2: 200,307 shares 200,307 $4.74M 0.32% -1,954 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 604 shares; 2026Q1: 6,686 shares; 2026Q2: 8,324 shares 8,324 $4.51M 0.3% +1,638 Timeline JBND 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: 80,150 shares; 2026Q2: 83,496 shares 83,496 $4.47M 0.3% +3,346 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,254 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 734 shares; 2026Q1: 1,449 shares; 2026Q2: 2,586 shares 2,586 $4.39M 0.3% +1,137 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: 15,673 shares; 2025Q3: 16,230 shares; 2025Q4: 20,645 shares; 2026Q1: 82,027 shares; 2026Q2: 84,787 shares 84,787 $4.35M 0.29% +2,760 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,785 shares; 2025Q3: 42,910 shares; 2025Q4: 52,244 shares; 2026Q1: 57,724 shares; 2026Q2: 63,386 shares 63,386 $4.32M 0.29% +5,662 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,769 shares; 2024Q4: 4,643 shares; 2025Q1: 4,631 shares; 2025Q2: 55,264 shares; 2025Q3: 59,361 shares; 2025Q4: 64,590 shares; 2026Q1: 73,971 shares; 2026Q2: 80,224 shares 80,224 $4.27M 0.29% +6,253 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59,189 shares; 2026Q2: 60,734 shares 60,734 $4.09M 0.28% +1,545 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,111 shares; 2025Q1: not reported; 2025Q2: 4,102 shares; 2025Q3: 5,799 shares; 2025Q4: 6,748 shares; 2026Q1: 38,150 shares; 2026Q2: 43,130 shares 43,130 $4.06M 0.27% +4,980 Timeline EAGL 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 50,894 shares; 2025Q1: 60,113 shares; 2025Q2: 94,947 shares; 2025Q3: 103,507 shares; 2025Q4: 112,596 shares; 2026Q1: 119,941 shares; 2026Q2: 125,365 shares 125,365 $4.03M 0.27% +5,424 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: 47,802 shares; 2025Q1: 54,991 shares; 2025Q2: 59,110 shares; 2025Q3: 56,242 shares; 2025Q4: 54,523 shares; 2026Q1: 54,709 shares; 2026Q2: 54,787 shares 54,787 $3.96M 0.27% +78 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,684 shares; 2025Q3: 55,915 shares; 2025Q4: 57,096 shares; 2026Q1: 142,201 shares; 2026Q2: 152,629 shares 152,629 $3.96M 0.27% +10,428 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS 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: 72,580 shares; 2026Q2: 81,706 shares 81,706 $3.9M 0.26% +9,126 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,544 shares; 2024Q4: 16,744 shares; 2025Q1: 16,258 shares; 2025Q2: 20,258 shares; 2025Q3: 20,093 shares; 2025Q4: 20,819 shares; 2026Q1: 76,717 shares; 2026Q2: 23,419 shares 23,419 $3.88M 0.26% -53,298 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,614 shares; 2025Q1: 72,935 shares; 2025Q2: 18,337 shares; 2025Q3: 18,474 shares; 2025Q4: 18,518 shares; 2026Q1: 17,846 shares; 2026Q2: 15,084 shares 15,084 $3.85M 0.26% -2,762 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,720 shares; 2024Q4: 7,208 shares; 2025Q1: 5,835 shares; 2025Q2: 5,795 shares; 2025Q3: 6,282 shares; 2025Q4: 6,958 shares; 2026Q1: 7,197 shares; 2026Q2: 7,373 shares 7,373 $3.85M 0.26% +176 Timeline ILF 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: 81,944 shares; 2026Q2: 113,328 shares 113,328 $3.82M 0.26% +31,384 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: 6,819 shares; 2024Q4: 15,395 shares; 2025Q1: 15,154 shares; 2025Q2: 17,734 shares; 2025Q3: 16,998 shares; 2025Q4: 17,276 shares; 2026Q1: 18,845 shares; 2026Q2: 19,593 shares 19,593 $3.72M 0.25% +748 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,463 shares; 2025Q3: 56,861 shares; 2025Q4: 65,682 shares; 2026Q1: 69,009 shares; 2026Q2: 56,196 shares 56,196 $3.69M 0.25% -12,813 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: 72,454 shares; 2025Q3: 73,983 shares; 2025Q4: 77,137 shares; 2026Q1: 82,040 shares; 2026Q2: 80,388 shares 80,388 $3.66M 0.25% -1,652 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: 24,658 shares; 2024Q4: 56,014 shares; 2025Q1: 58,722 shares; 2025Q2: 66,907 shares; 2025Q3: 66,189 shares; 2025Q4: 97,594 shares; 2026Q1: 66,330 shares; 2026Q2: 63,958 shares 63,958 $3.64M 0.25% -2,372 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,887 shares; 2025Q3: 5,887 shares; 2025Q4: 5,887 shares; 2026Q1: 5,887 shares; 2026Q2: 5,903 shares 5,903 $3.64M 0.25% +16 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: 5,649 shares; 2024Q4: 17,083 shares; 2025Q1: 19,700 shares; 2025Q2: 26,307 shares; 2025Q3: 28,665 shares; 2025Q4: 33,206 shares; 2026Q1: 30,199 shares; 2026Q2: 8,590 shares 8,590 $3.61M 0.24% -21,609 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: 11,135 shares; 2024Q4: 13,438 shares; 2025Q1: 13,376 shares; 2025Q2: 13,514 shares; 2025Q3: 13,163 shares; 2025Q4: 13,274 shares; 2026Q1: 10,800 shares; 2026Q2: 10,676 shares 10,676 $3.61M 0.24% -124 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 122,871 shares; 2025Q3: 123,851 shares; 2025Q4: 129,814 shares; 2026Q1: 136,146 shares; 2026Q2: 135,719 shares 135,719 $3.55M 0.24% -427 Timeline BOND 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: 35,021 shares; 2025Q3: 35,181 shares; 2025Q4: 36,864 shares; 2026Q1: 38,622 shares; 2026Q2: 38,515 shares 38,515 $3.55M 0.24% -107 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,021 shares; 2024Q4: 97,618 shares; 2025Q1: 98,554 shares; 2025Q2: 92,369 shares; 2025Q3: 86,481 shares; 2025Q4: 79,644 shares; 2026Q1: 72,272 shares; 2026Q2: 71,236 shares 71,236 $3.55M 0.24% -1,036 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: 1,447 shares; 2025Q1: 1,506 shares; 2025Q2: 1,929 shares; 2025Q3: 1,873 shares; 2025Q4: 1,876 shares; 2026Q1: 2,003 shares; 2026Q2: 5,587 shares 5,587 $3.54M 0.24% +3,584 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 117,756 shares; 2025Q3: 117,980 shares; 2025Q4: 123,885 shares; 2026Q1: 129,941 shares; 2026Q2: 129,390 shares 129,390 $3.54M 0.24% -551 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,688 shares; 2024Q4: 15,541 shares; 2025Q1: 16,893 shares; 2025Q2: 28,647 shares; 2025Q3: 28,697 shares; 2025Q4: 28,890 shares; 2026Q1: 32,311 shares; 2026Q2: 27,451 shares 27,451 $3.47M 0.23% -4,860 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: 2,580 shares; 2025Q1: 2,828 shares; 2025Q2: 3,372 shares; 2025Q3: 8,163 shares; 2025Q4: 15,687 shares; 2026Q1: 20,121 shares; 2026Q2: 32,132 shares 32,132 $3.45M 0.23% +12,011 Timeline AIRR 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: 25,745 shares 25,745 $3.43M 0.23% new Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 96,944 shares; 2025Q2: 191,913 shares; 2025Q3: 199,253 shares; 2025Q4: 209,973 shares; 2026Q1: 277,817 shares; 2026Q2: 190,990 shares 190,990 $3.42M 0.23% -86,827 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,195 shares; 2024Q4: 17,196 shares; 2025Q1: 15,392 shares; 2025Q2: 15,501 shares; 2025Q3: 9,786 shares; 2025Q4: 10,314 shares; 2026Q1: 8,405 shares; 2026Q2: 6,562 shares 6,562 $3.34M 0.23% -1,843 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 573 shares; 2024Q4: 623 shares; 2025Q1: 680 shares; 2025Q2: 3,444 shares; 2025Q3: 3,577 shares; 2025Q4: 3,817 shares; 2026Q1: 3,733 shares; 2026Q2: 27,955 shares 27,955 $3.34M 0.23% +24,222 Timeline MOO 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: 35,464 shares; 2026Q2: 42,145 shares 42,145 $3.34M 0.23% +6,681 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: 995 shares; 2024Q4: 1,215 shares; 2025Q1: 1,386 shares; 2025Q2: 2,290 shares; 2025Q3: 2,349 shares; 2025Q4: 2,801 shares; 2026Q1: 4,109 shares; 2026Q2: 4,457 shares 4,457 $3.34M 0.23% +348 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: 16,640 shares; 2024Q4: 16,677 shares; 2025Q1: 16,431 shares; 2025Q2: 16,259 shares; 2025Q3: 18,896 shares; 2025Q4: 18,663 shares; 2026Q1: 23,131 shares; 2026Q2: 24,256 shares 24,256 $3.34M 0.23% +1,125 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: 1,187 shares; 2024Q4: 1,745 shares; 2025Q1: 1,632 shares; 2025Q2: 2,144 shares; 2025Q3: 2,095 shares; 2025Q4: 2,161 shares; 2026Q1: 3,185 shares; 2026Q2: 3,112 shares 3,112 $3.31M 0.22% -73 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: 4,186 shares; 2024Q4: 4,539 shares; 2025Q1: 4,765 shares; 2025Q2: 9,337 shares; 2025Q3: 15,442 shares; 2025Q4: 14,258 shares; 2026Q1: 13,733 shares; 2026Q2: 13,904 shares 13,904 $3.29M 0.22% +171 Timeline RSP 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: 15,041 shares; 2024Q4: 15,074 shares; 2025Q1: 14,121 shares; 2025Q2: 11,968 shares; 2025Q3: 12,221 shares; 2025Q4: 13,021 shares; 2026Q1: 13,868 shares; 2026Q2: 15,288 shares 15,288 $3.25M 0.22% +1,420 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220,173 shares; 2024Q4: 243,311 shares; 2025Q1: 270,915 shares; 2025Q2: 313,198 shares; 2025Q3: 341,648 shares; 2025Q4: 321,312 shares; 2026Q1: 302,840 shares; 2026Q2: 96,903 shares 96,903 $3.23M 0.22% -205,937 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 787 shares; 2025Q1: 1,085 shares; 2025Q2: 1,168 shares; 2025Q3: 1,177 shares; 2025Q4: 1,209 shares; 2026Q1: 3,756 shares; 2026Q2: 7,858 shares 7,858 $3.2M 0.22% +4,102 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 118,006 shares; 2026Q2: 135,512 shares 135,512 $3.17M 0.21% +17,506 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,905 shares; 2024Q4: 25,991 shares; 2025Q1: 25,443 shares; 2025Q2: 25,905 shares; 2025Q3: 25,196 shares; 2025Q4: 19,773 shares; 2026Q1: 15,295 shares; 2026Q2: 13,318 shares 13,318 $3.17M 0.21% -1,977 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,084 shares; 2024Q4: 205,312 shares; 2025Q1: not reported; 2025Q2: 6,096 shares; 2025Q3: 6,117 shares; 2025Q4: 7,068 shares; 2026Q1: 33,298 shares; 2026Q2: 49,870 shares 49,870 $3.14M 0.21% +16,572 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,302 shares; 2024Q4: 85,843 shares; 2025Q1: 86,962 shares; 2025Q2: 103,095 shares; 2025Q3: 118,294 shares; 2025Q4: 134,118 shares; 2026Q1: 148,289 shares; 2026Q2: 162,452 shares 162,452 $3.1M 0.21% +14,163 Timeline CRK COMSTOCK RES INC More: the full row for COMSTOCK RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,615 shares; 2025Q3: 36,622 shares; 2025Q4: 45,362 shares; 2026Q1: 160,675 shares; 2026Q2: 203,870 shares 203,870 $3.04M 0.21% +43,195 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: 7,756 shares; 2024Q4: 5,209 shares; 2025Q1: 4,611 shares; 2025Q2: 6,216 shares; 2025Q3: 6,049 shares; 2025Q4: 6,225 shares; 2026Q1: 4,767 shares; 2026Q2: 3,969 shares 3,969 $3.03M 0.2% -798 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,383 shares; 2024Q4: 3,756 shares; 2025Q1: 7,201 shares; 2025Q2: 27,788 shares; 2025Q3: 29,469 shares; 2025Q4: 30,248 shares; 2026Q1: 31,784 shares; 2026Q2: 30,368 shares 30,368 $2.93M 0.2% -1,416 Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA 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: 382,318 shares; 2026Q2: 273,675 shares 273,675 $2.9M 0.2% -108,643 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,259 shares; 2024Q4: 82,893 shares; 2025Q1: 88,218 shares; 2025Q2: 86,698 shares; 2025Q3: 91,945 shares; 2025Q4: 105,112 shares; 2026Q1: 121,219 shares; 2026Q2: 122,017 shares 122,017 $2.86M 0.19% +798 Timeline GSLC 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: not reported; 2024Q4: 7,243 shares; 2025Q1: 9,984 shares; 2025Q2: 10,931 shares; 2025Q3: 11,370 shares; 2025Q4: 12,278 shares; 2026Q1: 19,296 shares; 2026Q2: 20,131 shares 20,131 $2.86M 0.19% +835 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,792 shares; 2025Q1: 3,646 shares; 2025Q2: 2,587 shares; 2025Q3: 2,689 shares; 2025Q4: 2,696 shares; 2026Q1: 2,829 shares; 2026Q2: 2,428 shares 2,428 $2.85M 0.19% -401 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,581 shares; 2025Q3: 6,360 shares; 2025Q4: 7,519 shares; 2026Q1: 29,085 shares; 2026Q2: 54,219 shares 54,219 $2.75M 0.19% +25,134 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: 11,029 shares; 2024Q4: 20,434 shares; 2025Q1: 20,234 shares; 2025Q2: 22,169 shares; 2025Q3: 21,459 shares; 2025Q4: 20,682 shares; 2026Q1: 22,985 shares; 2026Q2: 23,148 shares 23,148 $2.72M 0.18% +163 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,420 shares; 2025Q3: 105,820 shares; 2025Q4: 117,273 shares; 2026Q1: 179,563 shares; 2026Q2: 155,179 shares 155,179 $2.68M 0.18% -24,384 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: 11,621 shares; 2025Q2: 19,817 shares; 2025Q3: 17,459 shares; 2025Q4: 16,619 shares; 2026Q1: 16,451 shares; 2026Q2: 14,997 shares 14,997 $2.64M 0.18% -1,454 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,418 shares; 2025Q1: 5,171 shares; 2025Q2: 6,976 shares; 2025Q3: 6,713 shares; 2025Q4: 5,579 shares; 2026Q1: 5,628 shares; 2026Q2: 6,634 shares 6,634 $2.63M 0.18% +1,006 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: 37,554 shares; 2024Q4: 37,911 shares; 2025Q1: 37,603 shares; 2025Q2: 41,310 shares; 2025Q3: 51,993 shares; 2025Q4: 55,133 shares; 2026Q1: 4,125 shares; 2026Q2: 29,008 shares 29,008 $2.61M 0.18% +24,883 Timeline JEPQ 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: 21,447 shares; 2024Q4: 26,804 shares; 2025Q1: 32,346 shares; 2025Q2: 39,208 shares; 2025Q3: 40,475 shares; 2025Q4: 40,510 shares; 2026Q1: 40,412 shares; 2026Q2: 41,041 shares 41,041 $2.52M 0.17% +629 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: 828 shares; 2024Q4: 1,269 shares; 2025Q1: 1,226 shares; 2025Q2: 1,337 shares; 2025Q3: 1,366 shares; 2025Q4: 1,511 shares; 2026Q1: 2,455 shares; 2026Q2: 2,484 shares 2,484 $2.51M 0.17% +29 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,402 shares; 2025Q1: 5,945 shares; 2025Q2: 6,022 shares; 2025Q3: 5,913 shares; 2025Q4: 8,050 shares; 2026Q1: 14,926 shares; 2026Q2: 16,223 shares 16,223 $2.5M 0.17% +1,297 Timeline GRRR GORILLA TECHNOLOGY GROUP INC More: the full row for GORILLA TECHNOLOGY 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: not reported; 2026Q2: 125,448 shares 125,448 $2.49M 0.17% new Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS 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: 123,825 shares; 2025Q4: 196,121 shares; 2026Q1: 356,064 shares; 2026Q2: 126,571 shares 126,571 $2.49M 0.17% -229,493 Timeline BKLN 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: 87,694 shares; 2025Q3: 110,013 shares; 2025Q4: 129,350 shares; 2026Q1: 131,733 shares; 2026Q2: 122,267 shares 122,267 $2.49M 0.17% -9,466 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,201 shares; 2025Q3: 39,911 shares; 2025Q4: 39,967 shares; 2026Q1: 53,782 shares; 2026Q2: 58,769 shares 58,769 $2.48M 0.17% +4,987 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: 4,582 shares; 2024Q4: 12,863 shares; 2025Q1: 9,119 shares; 2025Q2: 9,275 shares; 2025Q3: 8,990 shares; 2025Q4: 8,054 shares; 2026Q1: 8,033 shares; 2026Q2: 7,199 shares 7,199 $2.47M 0.17% -834 Timeline ARCO ARCOS DORADOS HLDGS INC More: the full row for ARCOS DORADOS 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: not reported; 2026Q2: 304,039 shares 304,039 $2.45M 0.17% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,477 shares; 2024Q4: 26,548 shares; 2025Q1: 26,497 shares; 2025Q2: 27,024 shares; 2025Q3: 26,396 shares; 2025Q4: 27,312 shares; 2026Q1: 25,266 shares; 2026Q2: 25,060 shares 25,060 $2.4M 0.16% -206 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,889 shares; 2025Q1: 1,920 shares; 2025Q2: 1,898 shares; 2025Q3: 1,656 shares; 2025Q4: 1,399 shares; 2026Q1: 1,136 shares; 2026Q2: 7,942 shares 7,942 $2.4M 0.16% +6,806 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: 3,248 shares; 2025Q3: 3,638 shares; 2025Q4: 3,775 shares; 2026Q1: 4,014 shares; 2026Q2: 5,517 shares 5,517 $2.39M 0.16% +1,503 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: 9,061 shares; 2025Q1: 8,698 shares; 2025Q2: 12,228 shares; 2025Q3: 11,752 shares; 2025Q4: 11,672 shares; 2026Q1: 11,849 shares; 2026Q2: 11,637 shares 11,637 $2.33M 0.16% -212 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,634 shares; 2025Q1: 9,435 shares; 2025Q2: 10,435 shares; 2025Q3: 13,334 shares; 2025Q4: 13,915 shares; 2026Q1: 15,431 shares; 2026Q2: 19,040 shares 19,040 $2.33M 0.16% +3,609 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: 45,038 shares; 2024Q4: 60,688 shares; 2025Q1: 31,755 shares; 2025Q2: 74,996 shares; 2025Q3: 236,790 shares; 2025Q4: 261,479 shares; 2026Q1: 272,967 shares; 2026Q2: 16,614 shares 16,614 $2.32M 0.16% -256,353 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 881 shares; 2026Q1: 1,411 shares; 2026Q2: 1,997 shares 1,997 $2.31M 0.16% +586 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,131 shares; 2025Q3: 68,354 shares; 2025Q4: 68,095 shares; 2026Q1: 67,208 shares; 2026Q2: 66,501 shares 66,501 $2.3M 0.16% -707 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: 9,909 shares; 2024Q4: 10,048 shares; 2025Q1: 11,814 shares; 2025Q2: 11,609 shares; 2025Q3: 11,869 shares; 2025Q4: 12,126 shares; 2026Q1: 12,172 shares; 2026Q2: 14,893 shares 14,893 $2.26M 0.15% +2,721 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,018 shares; 2024Q4: 46,920 shares; 2025Q1: 46,363 shares; 2025Q2: 47,463 shares; 2025Q3: 47,227 shares; 2025Q4: 48,665 shares; 2026Q1: 42,532 shares; 2026Q2: 43,631 shares 43,631 $2.23M 0.15% +1,099 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: 2,601 shares; 2025Q3: 2,689 shares; 2025Q4: 2,679 shares; 2026Q1: 2,713 shares; 2026Q2: 3,361 shares 3,361 $2.2M 0.15% +648 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: 15,790 shares; 2024Q4: 38,028 shares; 2025Q1: 13,105 shares; 2025Q2: 11,776 shares; 2025Q3: 12,109 shares; 2025Q4: 13,126 shares; 2026Q1: 13,283 shares; 2026Q2: 14,845 shares 14,845 $2.18M 0.15% +1,562 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS 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: 3,375 shares 3,375 $2.17M 0.15% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,804 shares; 2024Q4: 15,520 shares; 2025Q1: 11,878 shares; 2025Q2: 12,524 shares; 2025Q3: 11,909 shares; 2025Q4: 11,776 shares; 2026Q1: 16,304 shares; 2026Q2: 15,933 shares 15,933 $2.16M 0.15% -371 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: 69,201 shares; 2024Q4: 72,830 shares; 2025Q1: 65,808 shares; 2025Q2: 17,537 shares; 2025Q3: 16,192 shares; 2025Q4: 15,784 shares; 2026Q1: 16,588 shares; 2026Q2: 16,686 shares 16,686 $2.14M 0.14% +98 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: 2,071 shares; 2024Q4: 7,558 shares; 2025Q1: 3,366 shares; 2025Q2: 8,091 shares; 2025Q3: 8,336 shares; 2025Q4: 6,146 shares; 2026Q1: 6,495 shares; 2026Q2: 3,660 shares 3,660 $2.13M 0.14% -2,835 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,215 shares; 2024Q4: 81,316 shares; 2025Q1: 144,450 shares; 2025Q2: 211,932 shares; 2025Q3: 257,115 shares; 2025Q4: 289,709 shares; 2026Q1: 378,194 shares; 2026Q2: 177,173 shares 177,173 $2.11M 0.14% -201,021 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,424 shares; 2025Q4: 4,515 shares; 2026Q1: 7,261 shares; 2026Q2: 7,312 shares 7,312 $2.09M 0.14% +51 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: not reported; 2024Q4: 2,575 shares; 2025Q1: 3,193 shares; 2025Q2: 4,512 shares; 2025Q3: 5,727 shares; 2025Q4: 11,988 shares; 2026Q1: 11,382 shares; 2026Q2: 10,962 shares 10,962 $2.09M 0.14% -420 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,554 shares; 2025Q1: 3,912 shares; 2025Q2: 3,996 shares; 2025Q3: 3,828 shares; 2025Q4: 3,827 shares; 2026Q1: 5,939 shares; 2026Q2: 8,833 shares 8,833 $2.03M 0.14% +2,894 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 24,803 shares; 2025Q1: 23,671 shares; 2025Q2: 18,083 shares; 2025Q3: 16,012 shares; 2025Q4: 14,799 shares; 2026Q1: 12,782 shares; 2026Q2: 12,705 shares 12,705 $2.02M 0.14% -77 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES 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: 30,237 shares; 2026Q2: 40,837 shares 40,837 $2.01M 0.14% +10,600 Timeline XHR XENIA HOTELS & RESORTS INC More: the full row for XENIA HOTELS & RESORTS 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: 98,819 shares 98,819 $2.01M 0.14% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,804 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,179 shares; 2026Q2: 11,102 shares 11,102 $1.99M 0.13% +9,923 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,124 shares; 2025Q1: 21,036 shares; 2025Q2: 25,012 shares; 2025Q3: 24,572 shares; 2025Q4: 25,136 shares; 2026Q1: 25,100 shares; 2026Q2: 25,226 shares 25,226 $1.99M 0.13% +126 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: 4,378 shares; 2024Q4: 7,549 shares; 2025Q1: 8,049 shares; 2025Q2: 8,559 shares; 2025Q3: 8,329 shares; 2025Q4: 8,493 shares; 2026Q1: 7,437 shares; 2026Q2: 7,303 shares 7,303 $1.97M 0.13% -134 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,391 shares; 2025Q3: 4,501 shares; 2025Q4: 4,613 shares; 2026Q1: 5,244 shares; 2026Q2: 5,355 shares 5,355 $1.96M 0.13% +111 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS 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: 81,979 shares 81,979 $1.94M 0.13% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,582 shares; 2024Q4: 3,109 shares; 2025Q1: 3,131 shares; 2025Q2: 3,332 shares; 2025Q3: 4,584 shares; 2025Q4: 5,804 shares; 2026Q1: 5,609 shares; 2026Q2: 5,697 shares 5,697 $1.94M 0.13% +88 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,650 shares; 2024Q4: 15,358 shares; 2025Q1: 15,321 shares; 2025Q2: 11,566 shares; 2025Q3: 11,268 shares; 2025Q4: 8,250 shares; 2026Q1: 21,881 shares; 2026Q2: 55,498 shares 55,498 $1.93M 0.13% +33,617 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS 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: not reported; 2025Q4: 12,545 shares; 2026Q1: 21,346 shares; 2026Q2: 24,956 shares 24,956 $1.86M 0.13% +3,610 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,447 shares; 2024Q4: 22,405 shares; 2025Q1: 22,685 shares; 2025Q2: 23,855 shares; 2025Q3: 22,433 shares; 2025Q4: 23,291 shares; 2026Q1: 17,472 shares; 2026Q2: 11,160 shares 11,160 $1.83M 0.12% -6,312 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26,034 shares; 2025Q1: 25,222 shares; 2025Q2: 24,937 shares; 2025Q3: 25,455 shares; 2025Q4: 25,330 shares; 2026Q1: 25,325 shares; 2026Q2: 25,325 shares 25,325 $1.81M 0.12% 0 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: 1,182 shares; 2024Q4: 1,287 shares; 2025Q1: 4,549 shares; 2025Q2: 7,118 shares; 2025Q3: 7,163 shares; 2025Q4: 8,584 shares; 2026Q1: 8,812 shares; 2026Q2: 8,272 shares 8,272 $1.8M 0.12% -540 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,363 shares; 2025Q3: 35,818 shares; 2025Q4: 35,873 shares; 2026Q1: 38,772 shares; 2026Q2: 37,603 shares 37,603 $1.77M 0.12% -1,169 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,432 shares; 2025Q3: 39,135 shares; 2025Q4: 38,535 shares; 2026Q1: 37,922 shares; 2026Q2: 37,379 shares 37,379 $1.76M 0.12% -543 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: 3,332 shares; 2025Q1: 7,346 shares; 2025Q2: 12,962 shares; 2025Q3: 12,999 shares; 2025Q4: 25,543 shares; 2026Q1: 33,696 shares; 2026Q2: 33,141 shares 33,141 $1.76M 0.12% -555 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: 2,966 shares; 2024Q4: 5,624 shares; 2025Q1: 6,237 shares; 2025Q2: 8,254 shares; 2025Q3: 9,184 shares; 2025Q4: 10,028 shares; 2026Q1: 11,269 shares; 2026Q2: 11,090 shares 11,090 $1.75M 0.12% -179 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,904 shares; 2025Q1: 6,817 shares; 2025Q2: 7,395 shares; 2025Q3: 7,246 shares; 2025Q4: 5,879 shares; 2026Q1: 5,748 shares; 2026Q2: 5,566 shares 5,566 $1.75M 0.12% -182 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,403 shares; 2024Q4: 51,596 shares; 2025Q1: 51,160 shares; 2025Q2: 36,519 shares; 2025Q3: 36,571 shares; 2025Q4: 37,885 shares; 2026Q1: 24,635 shares; 2026Q2: 24,286 shares 24,286 $1.75M 0.12% -349 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,200 shares; 2025Q1: 4,304 shares; 2025Q2: 4,380 shares; 2025Q3: 4,372 shares; 2025Q4: 4,380 shares; 2026Q1: 4,338 shares; 2026Q2: 4,402 shares 4,402 $1.75M 0.12% +64 Timeline STT STATE STR CORP More: the full row for STATE STR 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: 5,962 shares; 2026Q1: 10,817 shares; 2026Q2: 10,142 shares 10,142 $1.72M 0.12% -675 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,886 shares; 2024Q4: 8,265 shares; 2025Q1: 8,152 shares; 2025Q2: 8,567 shares; 2025Q3: 7,955 shares; 2025Q4: 8,182 shares; 2026Q1: 8,225 shares; 2026Q2: 7,720 shares 7,720 $1.7M 0.12% -505 Timeline JD JD.COM INC More: the full row for JD.COM 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: 66,800 shares 66,800 $1.7M 0.12% new Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,337 shares; 2025Q3: 74,463 shares; 2025Q4: 74,646 shares; 2026Q1: 78,385 shares; 2026Q2: 75,966 shares 75,966 $1.69M 0.11% -2,419 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,899 shares; 2025Q2: 16,309 shares; 2025Q3: 15,665 shares; 2025Q4: 19,247 shares; 2026Q1: 19,072 shares; 2026Q2: 18,644 shares 18,644 $1.69M 0.11% -428 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,914 shares; 2024Q4: 23,485 shares; 2025Q1: 23,856 shares; 2025Q2: 23,783 shares; 2025Q3: 22,691 shares; 2025Q4: 25,126 shares; 2026Q1: 20,903 shares; 2026Q2: 7,575 shares 7,575 $1.67M 0.11% -13,328 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: 3,611 shares; 2024Q4: 3,903 shares; 2025Q1: 3,896 shares; 2025Q2: 3,694 shares; 2025Q3: 4,470 shares; 2025Q4: 4,815 shares; 2026Q1: 5,208 shares; 2026Q2: 5,471 shares 5,471 $1.66M 0.11% +263 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,725 shares; 2025Q1: 2,369 shares; 2025Q2: 6,034 shares; 2025Q3: 7,346 shares; 2025Q4: 7,429 shares; 2026Q1: 7,246 shares; 2026Q2: 7,560 shares 7,560 $1.64M 0.11% +314 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: 1,990 shares; 2024Q4: 8,407 shares; 2025Q1: 7,885 shares; 2025Q2: 7,976 shares; 2025Q3: 7,959 shares; 2025Q4: 7,910 shares; 2026Q1: 7,404 shares; 2026Q2: 7,313 shares 7,313 $1.63M 0.11% -91 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,302 shares; 2024Q4: 10,521 shares; 2025Q1: 13,533 shares; 2025Q2: 15,665 shares; 2025Q3: 18,614 shares; 2025Q4: 17,935 shares; 2026Q1: 17,986 shares; 2026Q2: 13,663 shares 13,663 $1.63M 0.11% -4,323 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD 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: 17,777 shares; 2026Q2: 20,251 shares 20,251 $1.61M 0.11% +2,474 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,422 shares; 2025Q2: 14,562 shares; 2025Q3: 13,798 shares; 2025Q4: 13,798 shares; 2026Q1: 13,589 shares; 2026Q2: 13,550 shares 13,550 $1.58M 0.11% -39 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,929 shares; 2024Q4: 4,957 shares; 2025Q1: 4,972 shares; 2025Q2: 6,368 shares; 2025Q3: 5,949 shares; 2025Q4: 6,048 shares; 2026Q1: 6,767 shares; 2026Q2: 6,944 shares 6,944 $1.58M 0.11% +177 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,604 shares; 2025Q3: 31,880 shares; 2025Q4: 31,741 shares; 2026Q1: 31,340 shares; 2026Q2: 31,815 shares 31,815 $1.57M 0.11% +475 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,638 shares; 2024Q4: 2,267 shares; 2025Q1: 2,376 shares; 2025Q2: 3,628 shares; 2025Q3: 3,866 shares; 2025Q4: 4,514 shares; 2026Q1: 5,197 shares; 2026Q2: 5,175 shares 5,175 $1.55M 0.11% -22 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,761 shares; 2024Q4: 24,116 shares; 2025Q1: 24,798 shares; 2025Q2: 28,047 shares; 2025Q3: 29,422 shares; 2025Q4: 37,413 shares; 2026Q1: 33,172 shares; 2026Q2: 15,321 shares 15,321 $1.54M 0.1% -17,851 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,924 shares; 2024Q4: 71,666 shares; 2025Q1: 195,495 shares; 2025Q2: 214,596 shares; 2025Q3: 213,020 shares; 2025Q4: 183,680 shares; 2026Q1: 163,677 shares; 2026Q2: 73,900 shares 73,900 $1.53M 0.1% -89,777 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: 9,690 shares; 2024Q4: 18,189 shares; 2025Q1: 18,848 shares; 2025Q2: 21,049 shares; 2025Q3: 20,784 shares; 2025Q4: 21,792 shares; 2026Q1: 19,014 shares; 2026Q2: 18,722 shares 18,722 $1.52M 0.1% -292 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,885 shares; 2025Q3: 10,647 shares; 2025Q4: 11,571 shares; 2026Q1: 8,947 shares; 2026Q2: 9,304 shares 9,304 $1.5M 0.1% +357 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD 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: 29,584 shares; 2026Q2: 29,584 shares 29,584 $1.5M 0.1% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,879 shares; 2024Q4: 25,478 shares; 2025Q1: 8,303 shares; 2025Q2: 10,348 shares; 2025Q3: 14,120 shares; 2025Q4: 15,310 shares; 2026Q1: 32,191 shares; 2026Q2: 19,756 shares 19,756 $1.5M 0.1% -12,435 Timeline EQT EQT CORP More: the full row for EQT 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: 13,639 shares; 2026Q2: 27,898 shares 27,898 $1.48M 0.1% +14,259 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 52,618 shares 52,618 $1.48M 0.1% new Timeline DEO DIAGEO PLC More: the full row for DIAGEO 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: 9,704 shares; 2026Q2: 18,250 shares 18,250 $1.47M 0.1% +8,546 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: 4,773 shares; 2024Q4: 12,845 shares; 2025Q1: 13,606 shares; 2025Q2: 14,854 shares; 2025Q3: 14,138 shares; 2025Q4: 11,582 shares; 2026Q1: 10,856 shares; 2026Q2: 9,952 shares 9,952 $1.46M 0.1% -904 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,329 shares; 2024Q4: 1,304 shares; 2025Q1: 1,295 shares; 2025Q2: 1,258 shares; 2025Q3: 1,287 shares; 2025Q4: 1,398 shares; 2026Q1: 1,561 shares; 2026Q2: 2,036 shares 2,036 $1.43M 0.1% +475 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: 21,667 shares; 2025Q1: 19,046 shares; 2025Q2: 16,748 shares; 2025Q3: 6,954 shares; 2025Q4: 18,410 shares; 2026Q1: 17,655 shares; 2026Q2: 17,262 shares 17,262 $1.43M 0.1% -393 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,488 shares; 2025Q3: 39,447 shares; 2025Q4: 39,017 shares; 2026Q1: 38,750 shares; 2026Q2: 38,494 shares 38,494 $1.42M 0.1% -256 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,524 shares; 2024Q4: 25,583 shares; 2025Q1: 26,318 shares; 2025Q2: 32,660 shares; 2025Q3: 39,403 shares; 2025Q4: 37,461 shares; 2026Q1: 31,940 shares; 2026Q2: 33,368 shares 33,368 $1.41M 0.1% +1,428 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,052 shares; 2024Q4: 19,711 shares; 2025Q1: 20,052 shares; 2025Q2: 27,487 shares; 2025Q3: 27,471 shares; 2025Q4: 26,736 shares; 2026Q1: 27,692 shares; 2026Q2: 25,977 shares 25,977 $1.41M 0.1% -1,715 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 416 shares; 2024Q4: 541 shares; 2025Q1: 1,555 shares; 2025Q2: 1,776 shares; 2025Q3: 1,774 shares; 2025Q4: 2,637 shares; 2026Q1: 4,753 shares; 2026Q2: 5,387 shares 5,387 $1.41M 0.1% +634 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,276 shares; 2025Q3: 2,410 shares; 2025Q4: 2,417 shares; 2026Q1: 9,669 shares; 2026Q2: 13,607 shares 13,607 $1.39M 0.09% +3,938 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: 1,275 shares; 2024Q4: 3,528 shares; 2025Q1: 2,515 shares; 2025Q2: 3,807 shares; 2025Q3: 3,827 shares; 2025Q4: 3,958 shares; 2026Q1: 4,003 shares; 2026Q2: 3,716 shares 3,716 $1.39M 0.09% -287 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,304 shares; 2024Q4: 17,936 shares; 2025Q1: 23,206 shares; 2025Q2: 26,816 shares; 2025Q3: 28,094 shares; 2025Q4: 29,689 shares; 2026Q1: 16,456 shares; 2026Q2: 15,046 shares 15,046 $1.37M 0.09% -1,410 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 22,249 shares; 2026Q1: 36,153 shares; 2026Q2: 46,019 shares 46,019 $1.35M 0.09% +9,866 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 391 shares; 2025Q1: 3,829 shares; 2025Q2: 5,217 shares; 2025Q3: 5,390 shares; 2025Q4: 28,114 shares; 2026Q1: 25,518 shares; 2026Q2: 18,781 shares 18,781 $1.34M 0.09% -6,737 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,500 shares; 2025Q3: 57,969 shares; 2025Q4: 59,209 shares; 2026Q1: 60,519 shares; 2026Q2: 57,795 shares 57,795 $1.32M 0.09% -2,724 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: 5,165 shares; 2025Q1: 8,759 shares; 2025Q2: 16,737 shares; 2025Q3: 18,231 shares; 2025Q4: 17,980 shares; 2026Q1: 17,759 shares; 2026Q2: 18,113 shares 18,113 $1.3M 0.09% +354 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 618 shares; 2024Q4: 4,956 shares; 2025Q1: 4,638 shares; 2025Q2: 4,640 shares; 2025Q3: 3,954 shares; 2025Q4: 3,806 shares; 2026Q1: 3,643 shares; 2026Q2: 3,327 shares 3,327 $1.29M 0.09% -316 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: 5,171 shares; 2025Q2: 8,000 shares; 2025Q3: 8,708 shares; 2025Q4: 9,863 shares; 2026Q1: 11,260 shares; 2026Q2: 15,469 shares 15,469 $1.28M 0.09% +4,209 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,728 shares; 2025Q2: 17,700 shares; 2025Q3: 15,778 shares; 2025Q4: 15,515 shares; 2026Q1: 16,215 shares; 2026Q2: 16,149 shares 16,149 $1.27M 0.09% -66 Timeline DFSV 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: 31,188 shares; 2025Q3: 32,183 shares; 2025Q4: 33,190 shares; 2026Q1: 32,864 shares; 2026Q2: 32,649 shares 32,649 $1.27M 0.09% -215 Timeline PDBA INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC 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: 35,470 shares 35,470 $1.26M 0.09% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,973 shares; 2025Q1: 9,114 shares; 2025Q2: 9,025 shares; 2025Q3: 8,586 shares; 2025Q4: 8,687 shares; 2026Q1: 8,651 shares; 2026Q2: 8,598 shares 8,598 $1.23M 0.08% -53 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,719 shares; 2025Q3: 15,785 shares; 2025Q4: 19,057 shares; 2026Q1: 19,399 shares; 2026Q2: 19,826 shares 19,826 $1.23M 0.08% +427 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,178 shares; 2025Q1: 10,793 shares; 2025Q2: 10,797 shares; 2025Q3: 10,870 shares; 2025Q4: 10,875 shares; 2026Q1: 12,741 shares; 2026Q2: 12,918 shares 12,918 $1.23M 0.08% +177 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,542 shares; 2024Q4: 1,594 shares; 2025Q1: 3,392 shares; 2025Q2: 2,749 shares; 2025Q3: 2,993 shares; 2025Q4: 3,121 shares; 2026Q1: 3,375 shares; 2026Q2: 3,105 shares 3,105 $1.22M 0.08% -270 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,008 shares 28,008 $1.19M 0.08% new Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,391 shares; 2024Q4: 63,735 shares; 2025Q1: 66,130 shares; 2025Q2: 67,417 shares; 2025Q3: 64,734 shares; 2025Q4: 40,587 shares; 2026Q1: 20,420 shares; 2026Q2: 20,376 shares 20,376 $1.18M 0.08% -44 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 30,357 shares; 2025Q1: 29,353 shares; 2025Q2: 31,012 shares; 2025Q3: 29,070 shares; 2025Q4: 28,845 shares; 2026Q1: 25,249 shares; 2026Q2: 22,477 shares 22,477 $1.17M 0.08% -2,772 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,270 shares; 2025Q1: 2,388 shares; 2025Q2: 2,391 shares; 2025Q3: 2,385 shares; 2025Q4: 2,391 shares; 2026Q1: 2,325 shares; 2026Q2: 2,371 shares 2,371 $1.16M 0.08% +46 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,649 shares; 2026Q2: 41,990 shares 41,990 $1.16M 0.08% +3,341 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,198 shares; 2024Q4: 4,168 shares; 2025Q1: 4,041 shares; 2025Q2: 5,032 shares; 2025Q3: 6,130 shares; 2025Q4: 6,205 shares; 2026Q1: 11,987 shares; 2026Q2: 12,602 shares 12,602 $1.16M 0.08% +615 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,668 shares; 2024Q4: 4,158 shares; 2025Q1: 5,546 shares; 2025Q2: 5,986 shares; 2025Q3: 6,318 shares; 2025Q4: 8,110 shares; 2026Q1: 9,899 shares; 2026Q2: 9,893 shares 9,893 $1.16M 0.08% -6 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,536 shares; 2024Q4: 3,211 shares; 2025Q1: 3,313 shares; 2025Q2: 3,516 shares; 2025Q3: 2,989 shares; 2025Q4: 2,746 shares; 2026Q1: 6,803 shares; 2026Q2: 7,015 shares 7,015 $1.16M 0.08% +212 Timeline TFI 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: 25,223 shares; 2026Q2: 25,223 shares 25,223 $1.16M 0.08% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,548 shares; 2025Q3: 4,594 shares; 2025Q4: 4,581 shares; 2026Q1: 4,532 shares; 2026Q2: 4,577 shares 4,577 $1.14M 0.08% +45 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,536 shares; 2024Q4: 62,435 shares; 2025Q1: 9,573 shares; 2025Q2: 12,048 shares; 2025Q3: 12,191 shares; 2025Q4: 14,346 shares; 2026Q1: 24,204 shares; 2026Q2: 23,464 shares 23,464 $1.14M 0.08% -740 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,653 shares; 2024Q4: 11,572 shares; 2025Q1: 11,578 shares; 2025Q2: 11,688 shares; 2025Q3: 11,695 shares; 2025Q4: 11,703 shares; 2026Q1: 11,911 shares; 2026Q2: 9,595 shares 9,595 $1.13M 0.08% -2,316 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 961 shares; 2025Q4: 978 shares; 2026Q1: 1,185 shares; 2026Q2: 1,166 shares 1,166 $1.12M 0.08% -19 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,685 shares; 2025Q3: 10,967 shares; 2025Q4: 11,200 shares; 2026Q1: 13,875 shares; 2026Q2: 14,221 shares 14,221 $1.12M 0.08% +346 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,700 shares; 2026Q2: 2,647 shares 2,647 $1.1M 0.07% -53 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,960 shares; 2025Q3: 17,176 shares; 2025Q4: 16,746 shares; 2026Q1: 14,756 shares; 2026Q2: 21,306 shares 21,306 $1.09M 0.07% +6,550 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,072 shares; 2025Q1: 4,098 shares; 2025Q2: 4,420 shares; 2025Q3: 4,236 shares; 2025Q4: 4,225 shares; 2026Q1: 4,300 shares; 2026Q2: 4,404 shares 4,404 $1.08M 0.07% +104 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: not reported; 2024Q4: not reported; 2025Q1: 4,610 shares; 2025Q2: 4,105 shares; 2025Q3: 4,776 shares; 2025Q4: 4,699 shares; 2026Q1: 4,833 shares; 2026Q2: 8,705 shares 8,705 $1.08M 0.07% +3,872 Timeline QQQM 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: 2,201 shares; 2024Q4: 2,234 shares; 2025Q1: 2,336 shares; 2025Q2: 2,543 shares; 2025Q3: 1,743 shares; 2025Q4: 1,452 shares; 2026Q1: 3,650 shares; 2026Q2: 3,562 shares 3,562 $1.08M 0.07% -88 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,043 shares; 2024Q4: 11,879 shares; 2025Q1: 10,284 shares; 2025Q2: 7,769 shares; 2025Q3: 7,089 shares; 2025Q4: 6,599 shares; 2026Q1: 7,509 shares; 2026Q2: 7,169 shares 7,169 $1.08M 0.07% -340 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: 2,385 shares; 2024Q4: 2,778 shares; 2025Q1: 2,988 shares; 2025Q2: 2,649 shares; 2025Q3: 2,701 shares; 2025Q4: 2,845 shares; 2026Q1: 2,911 shares; 2026Q2: 2,883 shares 2,883 $1.06M 0.07% -28 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,559 shares; 2025Q1: 8,313 shares; 2025Q2: 6,634 shares; 2025Q3: 5,957 shares; 2025Q4: 5,973 shares; 2026Q1: 6,130 shares; 2026Q2: 6,208 shares 6,208 $1.05M 0.07% +78 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,908 shares; 2025Q4: 1,675 shares; 2026Q1: 1,426 shares; 2026Q2: 1,608 shares 1,608 $1.03M 0.07% +182 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: 2,477 shares; 2025Q1: 2,476 shares; 2025Q2: 2,474 shares; 2025Q3: 2,524 shares; 2025Q4: 2,531 shares; 2026Q1: 2,534 shares; 2026Q2: 2,777 shares 2,777 $1.03M 0.07% +243 Timeline ADUR ADURO CLEAN TECHNOLOGIES INC More: the full row for ADURO CLEAN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 64,961 shares 64,961 $1.02M 0.07% new Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,405 shares; 2025Q1: 8,973 shares; 2025Q2: 9,019 shares; 2025Q3: 9,184 shares; 2025Q4: 9,122 shares; 2026Q1: 10,439 shares; 2026Q2: 9,351 shares 9,351 $1.02M 0.07% -1,088 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,047 shares; 2024Q4: 9,047 shares; 2025Q1: 9,163 shares; 2025Q2: 9,163 shares; 2025Q3: 9,107 shares; 2025Q4: 9,107 shares; 2026Q1: 9,105 shares; 2026Q2: 9,105 shares 9,105 $1.01M 0.07% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,417 shares; 2025Q1: 2,184 shares; 2025Q2: 1,801 shares; 2025Q3: 2,475 shares; 2025Q4: 2,603 shares; 2026Q1: 3,536 shares; 2026Q2: 3,828 shares 3,828 $980K 0.07% +292 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 479 shares; 2024Q4: 1,420 shares; 2025Q1: 1,365 shares; 2025Q2: 1,115 shares; 2025Q3: 1,109 shares; 2025Q4: 1,104 shares; 2026Q1: 864 shares; 2026Q2: 864 shares 864 $979K 0.07% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,216 shares; 2024Q4: 5,322 shares; 2025Q1: 5,428 shares; 2025Q2: 6,266 shares; 2025Q3: 5,905 shares; 2025Q4: 5,906 shares; 2026Q1: 5,138 shares; 2026Q2: 5,277 shares 5,277 $975K 0.07% +139 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,107 shares; 2025Q2: 1,921 shares; 2025Q3: 1,974 shares; 2025Q4: 2,001 shares; 2026Q1: 2,491 shares; 2026Q2: 2,571 shares 2,571 $965K 0.07% +80 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 19,169 shares; 2025Q4: 19,022 shares; 2026Q1: 19,450 shares; 2026Q2: 19,100 shares 19,100 $962K 0.07% -350 Timeline DFAS 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: 11,475 shares; 2026Q2: 11,588 shares 11,588 $954K 0.06% +113 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,599 shares; 2025Q3: 9,548 shares; 2025Q4: 14,260 shares; 2026Q1: 15,587 shares; 2026Q2: 15,505 shares 15,505 $935K 0.06% -82 Timeline PFF 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: 23,642 shares; 2025Q4: 28,093 shares; 2026Q1: 28,340 shares; 2026Q2: 30,509 shares 30,509 $930K 0.06% +2,169 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: not reported; 2025Q4: not reported; 2026Q1: 18,818 shares; 2026Q2: 16,448 shares 16,448 $927K 0.06% -2,370 Timeline GVLU TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,033 shares; 2024Q4: 25,674 shares; 2025Q1: 26,197 shares; 2025Q2: 31,141 shares; 2025Q3: 34,323 shares; 2025Q4: 36,408 shares; 2026Q1: 33,653 shares; 2026Q2: 35,040 shares 35,040 $925K 0.06% +1,387 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS 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: 13,357 shares; 2025Q4: 15,882 shares; 2026Q1: 16,433 shares; 2026Q2: 17,077 shares 17,077 $907K 0.06% +644 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,790 shares; 2024Q4: 53,743 shares; 2025Q1: 54,543 shares; 2025Q2: 12,547 shares; 2025Q3: 11,864 shares; 2025Q4: 12,840 shares; 2026Q1: 13,150 shares; 2026Q2: 17,279 shares 17,279 $906K 0.06% +4,129 Timeline EFV 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: 11,408 shares; 2026Q2: 11,605 shares 11,605 $888K 0.06% +197 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,792 shares; 2025Q3: 6,028 shares; 2025Q4: 4,527 shares; 2026Q1: 4,358 shares; 2026Q2: 12,029 shares 12,029 $883K 0.06% +7,671 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,543 shares; 2025Q4: 48,724 shares; 2026Q1: 51,044 shares; 2026Q2: 54,123 shares 54,123 $865K 0.06% +3,079 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,668 shares; 2024Q4: 3,044 shares; 2025Q1: 3,818 shares; 2025Q2: 3,312 shares; 2025Q3: 2,785 shares; 2025Q4: 2,942 shares; 2026Q1: 3,377 shares; 2026Q2: 3,312 shares 3,312 $862K 0.06% -65 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,129 shares; 2025Q4: 9,679 shares; 2026Q1: 9,989 shares; 2026Q2: 10,510 shares 10,510 $859K 0.06% +521 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE 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: 773 shares; 2026Q2: 1,019 shares 1,019 $855K 0.06% +246 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,935 shares; 2025Q2: 44,004 shares; 2025Q3: 43,753 shares; 2025Q4: 45,619 shares; 2026Q1: 43,928 shares; 2026Q2: 44,389 shares 44,389 $849K 0.06% +461 Timeline SDIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,097 shares; 2025Q4: 31,170 shares; 2026Q1: 32,875 shares; 2026Q2: 34,670 shares 34,670 $847K 0.06% +1,795 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: 36,713 shares; 2025Q4: 45,429 shares; 2026Q1: 46,984 shares; 2026Q2: 50,324 shares 50,324 $840K 0.06% +3,340 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: 2,997 shares; 2024Q4: 2,877 shares; 2025Q1: 3,156 shares; 2025Q2: 3,345 shares; 2025Q3: 3,437 shares; 2025Q4: 3,215 shares; 2026Q1: 4,211 shares; 2026Q2: 3,790 shares 3,790 $832K 0.06% -421 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: 4,104 shares; 2024Q4: not reported; 2025Q1: 8,440 shares; 2025Q2: 8,732 shares; 2025Q3: 9,109 shares; 2025Q4: 12,710 shares; 2026Q1: 14,121 shares; 2026Q2: 11,357 shares 11,357 $809K 0.05% -2,764 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,985 shares; 2024Q4: 2,458 shares; 2025Q1: 2,291 shares; 2025Q2: 2,192 shares; 2025Q3: 2,265 shares; 2025Q4: 2,536 shares; 2026Q1: 2,751 shares; 2026Q2: 2,776 shares 2,776 $807K 0.05% +25 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,631 shares; 2025Q1: 1,490 shares; 2025Q2: 2,251 shares; 2025Q3: 2,308 shares; 2025Q4: 2,602 shares; 2026Q1: 2,455 shares; 2026Q2: 2,273 shares 2,273 $805K 0.05% -182 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,349 shares; 2024Q4: 5,544 shares; 2025Q1: 6,777 shares; 2025Q2: 8,468 shares; 2025Q3: 7,825 shares; 2025Q4: 7,935 shares; 2026Q1: 7,949 shares; 2026Q2: 8,512 shares 8,512 $805K 0.05% +563 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: 1,387 shares; 2025Q2: 1,454 shares; 2025Q3: 1,483 shares; 2025Q4: 1,452 shares; 2026Q1: 1,508 shares; 2026Q2: 1,544 shares 1,544 $801K 0.05% +36 Timeline VYMI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,828 shares; 2026Q1: 3,757 shares; 2026Q2: 8,144 shares 8,144 $800K 0.05% +4,387 Timeline VDE 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: 4,447 shares; 2024Q4: 7,246 shares; 2025Q1: 7,597 shares; 2025Q2: 7,598 shares; 2025Q3: 7,621 shares; 2025Q4: 5,634 shares; 2026Q1: 5,328 shares; 2026Q2: 5,317 shares 5,317 $798K 0.05% -11 Timeline SPD SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,504 shares; 2025Q1: 21,829 shares; 2025Q2: 18,987 shares; 2025Q3: 18,989 shares; 2025Q4: 19,252 shares; 2026Q1: 19,235 shares; 2026Q2: 19,237 shares 19,237 $798K 0.05% +2 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: 8,566 shares; 2024Q4: 9,068 shares; 2025Q1: 9,324 shares; 2025Q2: 15,145 shares; 2025Q3: 21,733 shares; 2025Q4: 9,513 shares; 2026Q1: 10,378 shares; 2026Q2: 11,056 shares 11,056 $798K 0.05% +678 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: 1,886 shares; 2024Q4: 2,514 shares; 2025Q1: 2,391 shares; 2025Q2: 5,399 shares; 2025Q3: 5,086 shares; 2025Q4: 5,023 shares; 2026Q1: 4,577 shares; 2026Q2: 4,396 shares 4,396 $795K 0.05% -181 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: 873 shares; 2024Q4: 873 shares; 2025Q1: 886 shares; 2025Q2: 1,266 shares; 2025Q3: 1,287 shares; 2025Q4: 1,332 shares; 2026Q1: 1,509 shares; 2026Q2: 1,603 shares 1,603 $794K 0.05% +94 Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,638 shares; 2024Q4: 20,097 shares; 2025Q1: 19,978 shares; 2025Q2: 14,636 shares; 2025Q3: 14,527 shares; 2025Q4: 14,048 shares; 2026Q1: 9,102 shares; 2026Q2: 9,199 shares 9,199 $787K 0.05% +97 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,195 shares; 2024Q4: 1,256 shares; 2025Q1: 1,158 shares; 2025Q2: 1,562 shares; 2025Q3: 1,558 shares; 2025Q4: 1,572 shares; 2026Q1: 2,493 shares; 2026Q2: 2,485 shares 2,485 $778K 0.05% -8 Timeline VGK 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: 7,418 shares; 2024Q4: 7,077 shares; 2025Q1: 7,007 shares; 2025Q2: 7,816 shares; 2025Q3: 7,712 shares; 2025Q4: 8,546 shares; 2026Q1: 8,761 shares; 2026Q2: 8,703 shares 8,703 $771K 0.05% -58 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,250 shares 25,250 $767K 0.05% new Timeline SPMD 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: 4,600 shares; 2025Q3: 6,625 shares; 2025Q4: 9,503 shares; 2026Q1: 11,064 shares; 2026Q2: 11,320 shares 11,320 $765K 0.05% +256 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,196 shares; 2025Q1: 1,155 shares; 2025Q2: 1,193 shares; 2025Q3: 1,210 shares; 2025Q4: 1,167 shares; 2026Q1: 2,168 shares; 2026Q2: 2,422 shares 2,422 $762K 0.05% +254 Timeline VCIT 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: 5,209 shares; 2024Q4: 5,122 shares; 2025Q1: 5,292 shares; 2025Q2: 7,186 shares; 2025Q3: 7,530 shares; 2025Q4: 7,904 shares; 2026Q1: 7,399 shares; 2026Q2: 9,055 shares 9,055 $748K 0.05% +1,656 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: 3,314 shares; 2025Q2: 1,965 shares; 2025Q3: 1,800 shares; 2025Q4: 2,091 shares; 2026Q1: 2,506 shares; 2026Q2: 3,067 shares 3,067 $744K 0.05% +561 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 975 shares; 2025Q4: 997 shares; 2026Q1: 1,078 shares; 2026Q2: 1,113 shares 1,113 $742K 0.05% +35 Timeline SCHA 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: 7,277 shares; 2024Q4: 15,063 shares; 2025Q1: 17,310 shares; 2025Q2: 22,439 shares; 2025Q3: 21,307 shares; 2025Q4: 22,929 shares; 2026Q1: 25,630 shares; 2026Q2: 20,307 shares 20,307 $734K 0.05% -5,323 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: 16,250 shares; 2024Q4: 18,073 shares; 2025Q1: 16,405 shares; 2025Q2: 43,124 shares; 2025Q3: 50,215 shares; 2025Q4: 52,596 shares; 2026Q1: 39,697 shares; 2026Q2: 13,715 shares 13,715 $733K 0.05% -25,982 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,456 shares; 2025Q3: 6,479 shares; 2025Q4: not reported; 2026Q1: 10,409 shares; 2026Q2: 15,213 shares 15,213 $731K 0.05% +4,804 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,223 shares; 2025Q1: 4,036 shares; 2025Q2: 4,277 shares; 2025Q3: 4,284 shares; 2025Q4: 13,414 shares; 2026Q1: 16,986 shares; 2026Q2: 16,097 shares 16,097 $730K 0.05% -889 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,415 shares; 2024Q4: 4,424 shares; 2025Q1: 4,431 shares; 2025Q2: 4,627 shares; 2025Q3: 4,634 shares; 2025Q4: 4,769 shares; 2026Q1: 4,842 shares; 2026Q2: 4,848 shares 4,848 $716K 0.05% +6 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,674 shares; 2025Q1: 3,324 shares; 2025Q2: 3,043 shares; 2025Q3: 3,113 shares; 2025Q4: 2,568 shares; 2026Q1: 2,356 shares; 2026Q2: 2,356 shares 2,356 $704K 0.05% 0 Timeline LGH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,576 shares; 2024Q4: 22,994 shares; 2025Q1: 23,064 shares; 2025Q2: 16,590 shares; 2025Q3: 16,555 shares; 2025Q4: 16,110 shares; 2026Q1: 10,739 shares; 2026Q2: 10,915 shares 10,915 $696K 0.05% +176 Timeline CMI CUMMINS INC More: the full row for CUMMINS 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: 971 shares 971 $692K 0.05% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,163 shares; 2025Q3: 4,974 shares; 2025Q4: 5,056 shares; 2026Q1: 5,063 shares; 2026Q2: 5,057 shares 5,057 $692K 0.05% -6 Timeline SCHX 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: 24,707 shares; 2025Q1: 25,606 shares; 2025Q2: 27,576 shares; 2025Q3: 25,940 shares; 2025Q4: 25,942 shares; 2026Q1: 25,562 shares; 2026Q2: 23,490 shares 23,490 $691K 0.05% -2,072 Timeline DASH DOORDASH INC More: the full row for DOORDASH 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: 1,261 shares; 2026Q1: 3,627 shares; 2026Q2: 3,715 shares 3,715 $686K 0.05% +88 Timeline LII LENNOX INTL INC More: the full row for LENNOX 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: 1,122 shares; 2026Q2: 1,193 shares 1,193 $684K 0.05% +71 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,844 shares; 2025Q3: 22,720 shares; 2025Q4: 34,873 shares; 2026Q1: 27,433 shares; 2026Q2: 6,770 shares 6,770 $679K 0.05% -20,663 Timeline BIDU BAIDU INC More: the full row for BAIDU 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: 3,924 shares; 2026Q2: 5,821 shares 5,821 $665K 0.04% +1,897 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,471 shares; 2025Q3: 27,446 shares; 2025Q4: 27,691 shares; 2026Q1: 28,420 shares; 2026Q2: 28,684 shares 28,684 $641K 0.04% +264 Timeline FBNC FIRST BANCORP N C More: the full row for FIRST BANCORP N C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,975 shares; 2025Q3: 9,975 shares; 2025Q4: 9,975 shares; 2026Q1: 9,975 shares; 2026Q2: 9,975 shares 9,975 $638K 0.04% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,325 shares; 2025Q1: not reported; 2025Q2: 3,488 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,997 shares; 2026Q2: 4,854 shares 4,854 $634K 0.04% -143 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,172 shares; 2025Q3: 3,955 shares; 2025Q4: 3,950 shares; 2026Q1: 3,951 shares; 2026Q2: 3,947 shares 3,947 $627K 0.04% -4 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,378 shares; 2025Q1: 3,519 shares; 2025Q2: 3,588 shares; 2025Q3: 3,392 shares; 2025Q4: 3,390 shares; 2026Q1: 2,847 shares; 2026Q2: 2,108 shares 2,108 $622K 0.04% -739 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,728 shares; 2025Q3: 14,552 shares; 2025Q4: 13,699 shares; 2026Q1: 13,405 shares; 2026Q2: 13,303 shares 13,303 $620K 0.04% -102 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,509 shares; 2025Q3: 2,696 shares; 2025Q4: 5,482 shares; 2026Q1: 5,464 shares; 2026Q2: 5,282 shares 5,282 $620K 0.04% -182 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,806 shares; 2024Q4: 14,316 shares; 2025Q1: 14,853 shares; 2025Q2: 13,345 shares; 2025Q3: 12,543 shares; 2025Q4: 12,192 shares; 2026Q1: 1,507 shares; 2026Q2: 1,358 shares 1,358 $615K 0.04% -149 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,748 shares; 2025Q1: 1,976 shares; 2025Q2: 1,973 shares; 2025Q3: 1,831 shares; 2025Q4: 1,820 shares; 2026Q1: 1,763 shares; 2026Q2: 4,313 shares 4,313 $613K 0.04% +2,550 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,768 shares; 2024Q4: 48,037 shares; 2025Q1: 46,619 shares; 2025Q2: 46,767 shares; 2025Q3: 46,844 shares; 2025Q4: 44,849 shares; 2026Q1: 44,773 shares; 2026Q2: 43,978 shares 43,978 $611K 0.04% -795 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,717 shares; 2024Q4: 4,950 shares; 2025Q1: 5,281 shares; 2025Q2: 4,922 shares; 2025Q3: 4,843 shares; 2025Q4: 4,197 shares; 2026Q1: 4,124 shares; 2026Q2: 3,686 shares 3,686 $603K 0.04% -438 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: not reported; 2024Q4: 5,187 shares; 2025Q1: not reported; 2025Q2: 7,506 shares; 2025Q3: 7,375 shares; 2025Q4: 7,125 shares; 2026Q1: 11,563 shares; 2026Q2: 11,149 shares 11,149 $598K 0.04% -414 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,946 shares; 2025Q3: 5,093 shares; 2025Q4: 5,029 shares; 2026Q1: 4,556 shares; 2026Q2: 3,872 shares 3,872 $595K 0.04% -684 Timeline DUHP 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: 14,641 shares; 2026Q2: 14,074 shares 14,074 $587K 0.04% -567 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,947 shares; 2024Q4: 9,950 shares; 2025Q1: 9,304 shares; 2025Q2: 8,809 shares; 2025Q3: 8,813 shares; 2025Q4: 8,822 shares; 2026Q1: 8,091 shares; 2026Q2: 7,751 shares 7,751 $586K 0.04% -340 Timeline SPYC SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,788 shares; 2025Q1: 14,297 shares; 2025Q2: 13,768 shares; 2025Q3: 13,296 shares; 2025Q4: 12,793 shares; 2026Q1: 12,700 shares; 2026Q2: 12,719 shares 12,719 $581K 0.04% +19 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,527 shares; 2025Q1: 11,439 shares; 2025Q2: 11,846 shares; 2025Q3: 12,041 shares; 2025Q4: 11,616 shares; 2026Q1: 11,017 shares; 2026Q2: 11,017 shares 11,017 $578K 0.04% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,611 shares; 2024Q4: 3,987 shares; 2025Q1: 3,806 shares; 2025Q2: 1,860 shares; 2025Q3: 2,036 shares; 2025Q4: 2,331 shares; 2026Q1: 2,142 shares; 2026Q2: 2,104 shares 2,104 $572K 0.04% -38 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,884 shares; 2025Q1: 6,053 shares; 2025Q2: 8,121 shares; 2025Q3: 7,655 shares; 2025Q4: 7,415 shares; 2026Q1: 7,638 shares; 2026Q2: 7,309 shares 7,309 $572K 0.04% -329 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,955 shares; 2024Q4: 17,955 shares; 2025Q1: 19,816 shares; 2025Q2: 19,816 shares; 2025Q3: 18,530 shares; 2025Q4: 15,357 shares; 2026Q1: 13,728 shares; 2026Q2: 13,728 shares 13,728 $571K 0.04% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,777 shares; 2026Q1: 3,083 shares; 2026Q2: 3,028 shares 3,028 $570K 0.04% -55 Timeline XAR 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: 2,420 shares; 2025Q3: 2,385 shares; 2025Q4: 2,420 shares; 2026Q1: 2,426 shares; 2026Q2: 1,970 shares 1,970 $559K 0.04% -456 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,821 shares; 2024Q4: 7,000 shares; 2025Q1: 6,678 shares; 2025Q2: 4,546 shares; 2025Q3: 3,919 shares; 2025Q4: 3,919 shares; 2026Q1: 6,874 shares; 2026Q2: 6,805 shares 6,805 $559K 0.04% -69 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: 15,871 shares; 2024Q4: 31,014 shares; 2025Q1: 34,981 shares; 2025Q2: 44,918 shares; 2025Q3: 44,445 shares; 2025Q4: 46,527 shares; 2026Q1: 49,518 shares; 2026Q2: 6,421 shares 6,421 $558K 0.04% -43,097 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,996 shares; 2024Q4: 3,005 shares; 2025Q1: 3,012 shares; 2025Q2: 3,020 shares; 2025Q3: 3,027 shares; 2025Q4: 3,036 shares; 2026Q1: 3,043 shares; 2026Q2: 3,049 shares 3,049 $556K 0.04% +6 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,148 shares; 2025Q1: 85,400 shares; 2025Q2: 80,800 shares; 2025Q3: 128,123 shares; 2025Q4: 122,839 shares; 2026Q1: 112,975 shares; 2026Q2: 11,125 shares 11,125 $555K 0.04% -101,850 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,636 shares; 2025Q2: 4,649 shares; 2025Q3: 4,649 shares; 2025Q4: 4,574 shares; 2026Q1: 8,201 shares; 2026Q2: 7,344 shares 7,344 $555K 0.04% -857 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,362 shares; 2024Q4: 7,392 shares; 2025Q1: 7,481 shares; 2025Q2: 7,514 shares; 2025Q3: 7,524 shares; 2025Q4: 7,585 shares; 2026Q1: 7,637 shares; 2026Q2: 6,902 shares 6,902 $554K 0.04% -735 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,269 shares; 2026Q2: 15,255 shares 15,255 $553K 0.04% -3,014 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 668 shares; 2026Q2: 864 shares 864 $552K 0.04% +196 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,765 shares; 2024Q4: 7,430 shares; 2025Q1: 8,163 shares; 2025Q2: 8,158 shares; 2025Q3: 7,751 shares; 2025Q4: 7,754 shares; 2026Q1: 7,749 shares; 2026Q2: 7,815 shares 7,815 $551K 0.04% +66 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,160 shares; 2026Q2: 5,357 shares 5,357 $547K 0.04% +3,197 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,558 shares; 2025Q1: 1,548 shares; 2025Q2: 502 shares; 2025Q3: 471 shares; 2025Q4: 552 shares; 2026Q1: 1,090 shares; 2026Q2: 1,084 shares 1,084 $544K 0.04% -6 Timeline IDU 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: 4,272 shares; 2025Q2: 3,954 shares; 2025Q3: 4,001 shares; 2025Q4: 4,500 shares; 2026Q1: 4,723 shares; 2026Q2: 4,731 shares 4,731 $542K 0.04% +8 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES 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: 1,963 shares; 2026Q1: 1,977 shares; 2026Q2: 1,973 shares 1,973 $529K 0.04% -4 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,732 shares; 2025Q2: 2,557 shares; 2025Q3: 2,513 shares; 2025Q4: 2,317 shares; 2026Q1: 2,322 shares; 2026Q2: 2,319 shares 2,319 $517K 0.03% -3 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: not reported; 2024Q4: not reported; 2025Q1: 2,757 shares; 2025Q2: 7,398 shares; 2025Q3: 6,278 shares; 2025Q4: 6,387 shares; 2026Q1: 6,322 shares; 2026Q2: 6,187 shares 6,187 $514K 0.03% -135 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: 4,475 shares; 2025Q1: 4,247 shares; 2025Q2: 13,159 shares; 2025Q3: 13,630 shares; 2025Q4: 9,296 shares; 2026Q1: 8,814 shares; 2026Q2: 8,832 shares 8,832 $509K 0.03% +18 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,985 shares; 2025Q1: 6,279 shares; 2025Q2: 6,459 shares; 2025Q3: 6,375 shares; 2025Q4: 7,150 shares; 2026Q1: 6,766 shares; 2026Q2: 6,294 shares 6,294 $509K 0.03% -472 Timeline NI NISOURCE INC More: the full row for NISOURCE 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: 10,646 shares; 2026Q2: 10,691 shares 10,691 $508K 0.03% +45 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,426 shares; 2026Q2: 2,967 shares 2,967 $504K 0.03% +541 Timeline IDMO 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: 4,300 shares; 2025Q4: 5,699 shares; 2026Q1: 7,496 shares; 2026Q2: 8,352 shares 8,352 $504K 0.03% +856 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,875 shares; 2025Q2: 43,312 shares; 2025Q3: 54,880 shares; 2025Q4: 45,581 shares; 2026Q1: 45,220 shares; 2026Q2: 46,097 shares 46,097 $503K 0.03% +877 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,312 shares; 2024Q4: 1,382 shares; 2025Q1: 1,558 shares; 2025Q2: 1,559 shares; 2025Q3: 1,376 shares; 2025Q4: 1,756 shares; 2026Q1: 1,733 shares; 2026Q2: 1,659 shares 1,659 $496K 0.03% -74 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,769 shares; 2025Q3: 8,319 shares; 2025Q4: 8,767 shares; 2026Q1: 8,659 shares; 2026Q2: 8,803 shares 8,803 $496K 0.03% +144 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,079 shares; 2025Q1: 5,741 shares; 2025Q2: 7,120 shares; 2025Q3: 8,699 shares; 2025Q4: 9,299 shares; 2026Q1: 9,686 shares; 2026Q2: 8,711 shares 8,711 $492K 0.03% -975 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,908 shares; 2025Q2: 573 shares; 2025Q3: 566 shares; 2025Q4: 563 shares; 2026Q1: 552 shares; 2026Q2: 504 shares 504 $484K 0.03% -48 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: 51,465 shares; 2024Q4: 52,108 shares; 2025Q1: 57,978 shares; 2025Q2: 66,445 shares; 2025Q3: 36,598 shares; 2025Q4: 39,778 shares; 2026Q1: 41,229 shares; 2026Q2: 4,965 shares 4,965 $478K 0.03% -36,264 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,654 shares; 2024Q4: 3,688 shares; 2025Q1: 3,776 shares; 2025Q2: 4,127 shares; 2025Q3: 3,442 shares; 2025Q4: 3,318 shares; 2026Q1: 3,243 shares; 2026Q2: 2,931 shares 2,931 $475K 0.03% -312 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,230 shares; 2025Q1: 5,084 shares; 2025Q2: 6,723 shares; 2025Q3: 7,147 shares; 2025Q4: 7,419 shares; 2026Q1: 7,440 shares; 2026Q2: 6,881 shares 6,881 $470K 0.03% -559 Timeline TECB 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: 5,657 shares; 2025Q3: 6,385 shares; 2025Q4: 7,245 shares; 2026Q1: 6,397 shares; 2026Q2: 6,507 shares 6,507 $467K 0.03% +110 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,332 shares; 2025Q1: 5,034 shares; 2025Q2: 4,203 shares; 2025Q3: 4,262 shares; 2025Q4: 6,523 shares; 2026Q1: 7,613 shares; 2026Q2: 6,003 shares 6,003 $463K 0.03% -1,610 Timeline RFG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,309 shares; 2025Q3: 4,514 shares; 2025Q4: 4,594 shares; 2026Q1: 5,979 shares; 2026Q2: 7,159 shares 7,159 $462K 0.03% +1,180 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: 11,094 shares; 2025Q2: 11,292 shares; 2025Q3: 10,903 shares; 2025Q4: 12,762 shares; 2026Q1: 12,909 shares; 2026Q2: 12,555 shares 12,555 $462K 0.03% -354 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS 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: 1,891 shares 1,891 $456K 0.03% new Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,747 shares; 2024Q4: 6,008 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,038 shares; 2026Q2: 7,226 shares 7,226 $456K 0.03% +188 Timeline PKE PARK AEROSPACE CORP More: the full row for PARK AEROSPACE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,648 shares; 2025Q3: 11,729 shares; 2025Q4: 11,805 shares; 2026Q1: 11,866 shares; 2026Q2: 11,910 shares 11,910 $455K 0.03% +44 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,660 shares; 2026Q1: 5,031 shares; 2026Q2: 5,102 shares 5,102 $453K 0.03% +71 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,590 shares; 2025Q1: 4,937 shares; 2025Q2: 4,960 shares; 2025Q3: 4,824 shares; 2025Q4: 6,865 shares; 2026Q1: 8,213 shares; 2026Q2: 8,083 shares 8,083 $449K 0.03% -130 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,747 shares; 2026Q2: 11,830 shares 11,830 $446K 0.03% +83 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,145 shares; 2024Q4: 3,754 shares; 2025Q1: 3,557 shares; 2025Q2: 2,831 shares; 2025Q3: 2,841 shares; 2025Q4: 2,906 shares; 2026Q1: 2,928 shares; 2026Q2: 2,922 shares 2,922 $445K 0.03% -6 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,505 shares; 2025Q2: 4,012 shares; 2025Q3: 3,801 shares; 2025Q4: 3,876 shares; 2026Q1: 3,896 shares; 2026Q2: 3,875 shares 3,875 $445K 0.03% -21 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,387 shares; 2024Q4: 20,971 shares; 2025Q1: 20,741 shares; 2025Q2: 18,688 shares; 2025Q3: 16,827 shares; 2025Q4: 18,435 shares; 2026Q1: 15,790 shares; 2026Q2: 15,325 shares 15,325 $444K 0.03% -465 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,724 shares; 2024Q4: 1,671 shares; 2025Q1: 1,728 shares; 2025Q2: 1,824 shares; 2025Q3: 1,843 shares; 2025Q4: 1,799 shares; 2026Q1: 1,933 shares; 2026Q2: 1,830 shares 1,830 $444K 0.03% -103 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,938 shares; 2026Q1: 7,228 shares; 2026Q2: 7,386 shares 7,386 $441K 0.03% +158 Timeline SKOR FLEXSHARES TR More: the full row for FLEXSHARES 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: 9,059 shares; 2026Q2: 9,059 shares 9,059 $440K 0.03% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,499 shares; 2025Q3: 1,450 shares; 2025Q4: 1,739 shares; 2026Q1: 2,148 shares; 2026Q2: 2,344 shares 2,344 $434K 0.03% +196 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,380 shares; 2026Q2: 10,005 shares 10,005 $434K 0.03% -375 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,406 shares; 2024Q4: 2,406 shares; 2025Q1: 2,406 shares; 2025Q2: 2,649 shares; 2025Q3: 2,655 shares; 2025Q4: 2,623 shares; 2026Q1: 2,621 shares; 2026Q2: 2,627 shares 2,627 $420K 0.03% +6 Timeline IYW 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: 1,164 shares; 2025Q3: 1,164 shares; 2025Q4: 1,237 shares; 2026Q1: not reported; 2026Q2: 1,652 shares 1,652 $417K 0.03% new Timeline BINC 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: 5,350 shares; 2025Q4: 7,850 shares; 2026Q1: 8,171 shares; 2026Q2: 7,952 shares 7,952 $416K 0.03% -219 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,446 shares; 2026Q2: 9,039 shares 9,039 $413K 0.03% +3,593 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 2,424 shares; 2025Q4: 2,718 shares; 2026Q1: 2,868 shares; 2026Q2: 2,868 shares 2,868 $411K 0.03% 0 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,537 shares; 2024Q4: 18,652 shares; 2025Q1: 30,280 shares; 2025Q2: 46,898 shares; 2025Q3: 52,584 shares; 2025Q4: 54,353 shares; 2026Q1: 67,838 shares; 2026Q2: 16,770 shares 16,770 $410K 0.03% -51,068 Timeline IAT 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: 11,915 shares; 2025Q3: 12,415 shares; 2025Q4: 7,250 shares; 2026Q1: 6,550 shares; 2026Q2: 6,550 shares 6,550 $407K 0.03% 0 Timeline OUST OUSTER INC More: the full row for OUSTER 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: 6,384 shares 6,384 $399K 0.03% new Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS 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: 6,375 shares 6,375 $397K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,724 shares; 2025Q3: 1,755 shares; 2025Q4: 2,225 shares; 2026Q1: 2,822 shares; 2026Q2: 2,475 shares 2,475 $393K 0.03% -347 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,454 shares; 2025Q2: 5,712 shares; 2025Q3: 7,536 shares; 2025Q4: 7,240 shares; 2026Q1: 7,913 shares; 2026Q2: 9,032 shares 9,032 $387K 0.03% +1,119 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: 138,236 shares; 2024Q4: 106,054 shares; 2025Q1: 7,063 shares; 2025Q2: 8,163 shares; 2025Q3: 7,774 shares; 2025Q4: 7,427 shares; 2026Q1: 7,014 shares; 2026Q2: 6,473 shares 6,473 $374K 0.03% -541 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: 1,377 shares; 2024Q4: 1,442 shares; 2025Q1: 1,402 shares; 2025Q2: 1,403 shares; 2025Q3: 1,403 shares; 2025Q4: 1,403 shares; 2026Q1: 1,275 shares; 2026Q2: 1,275 shares 1,275 $370K 0.03% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 35,349 shares; 2025Q1: 36,141 shares; 2025Q2: 36,213 shares; 2025Q3: 27,044 shares; 2025Q4: 20,964 shares; 2026Q1: 10,709 shares; 2026Q2: 4,755 shares 4,755 $369K 0.02% -5,954 Timeline EIPI 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: 15,764 shares; 2025Q2: 15,449 shares; 2025Q3: 15,449 shares; 2025Q4: 15,449 shares; 2026Q1: 15,449 shares; 2026Q2: 16,857 shares 16,857 $368K 0.02% +1,408 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,283 shares; 2026Q2: 3,284 shares 3,284 $362K 0.02% +1 Timeline VUSV VANGUARD WELLESLEY INCOME FD More: the full row for VANGUARD WELLESLEY 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: 4,500 shares; 2026Q2: 5,289 shares 5,289 $361K 0.02% +789 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,406 shares; 2024Q4: 6,594 shares; 2025Q1: 7,494 shares; 2025Q2: 7,494 shares; 2025Q3: 7,434 shares; 2025Q4: 7,434 shares; 2026Q1: 7,434 shares; 2026Q2: 7,434 shares 7,434 $355K 0.02% 0 Timeline DFAI 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: 9,541 shares; 2026Q2: 8,575 shares 8,575 $354K 0.02% -966 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: 44,729 shares; 2025Q1: 48,910 shares; 2025Q2: 44,959 shares; 2025Q3: 8,954 shares; 2025Q4: 7,666 shares; 2026Q1: 4,200 shares; 2026Q2: 3,813 shares 3,813 $350K 0.02% -387 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO 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: 2,559 shares; 2026Q1: 3,724 shares; 2026Q2: 3,679 shares 3,679 $349K 0.02% -45 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,103 shares; 2025Q3: 5,042 shares; 2025Q4: 7,935 shares; 2026Q1: 7,862 shares; 2026Q2: 7,862 shares 7,862 $349K 0.02% 0 Timeline VUSG VANGUARD WELLESLEY INCOME FD More: the full row for VANGUARD WELLESLEY 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: 4,720 shares; 2026Q2: 5,408 shares 5,408 $349K 0.02% +688 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,813 shares; 2024Q4: 3,721 shares; 2025Q1: 3,648 shares; 2025Q2: 3,677 shares; 2025Q3: 3,686 shares; 2025Q4: 3,684 shares; 2026Q1: 3,405 shares; 2026Q2: 3,539 shares 3,539 $348K 0.02% +134 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,692 shares; 2026Q2: 8,449 shares 8,449 $342K 0.02% +1,757 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,758 shares; 2026Q2: 2,914 shares 2,914 $341K 0.02% +1,156 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,481 shares; 2024Q4: not reported; 2025Q1: 3,532 shares; 2025Q2: 4,377 shares; 2025Q3: 3,874 shares; 2025Q4: 5,057 shares; 2026Q1: 3,910 shares; 2026Q2: 3,532 shares 3,532 $334K 0.02% -378 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,186 shares; 2025Q1: 7,142 shares; 2025Q2: 6,819 shares; 2025Q3: 6,798 shares; 2025Q4: 6,655 shares; 2026Q1: 6,291 shares; 2026Q2: 5,458 shares 5,458 $330K 0.02% -833 Timeline JPST 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: 12,370 shares; 2024Q4: 14,905 shares; 2025Q1: 15,306 shares; 2025Q2: 18,130 shares; 2025Q3: 8,829 shares; 2025Q4: 9,300 shares; 2026Q1: 7,180 shares; 2026Q2: 6,485 shares 6,485 $328K 0.02% -695 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH 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: 1,080 shares; 2026Q1: 1,387 shares; 2026Q2: 1,380 shares 1,380 $328K 0.02% -7 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 427 shares; 2024Q4: 1,215 shares; 2025Q1: 1,263 shares; 2025Q2: 1,693 shares; 2025Q3: 1,763 shares; 2025Q4: 8,958 shares; 2026Q1: 4,057 shares; 2026Q2: 3,300 shares 3,300 $328K 0.02% -757 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,644 shares; 2025Q1: 4,659 shares; 2025Q2: 4,776 shares; 2025Q3: 4,774 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,600 shares 11,600 $327K 0.02% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,987 shares; 2024Q4: 3,443 shares; 2025Q1: 3,343 shares; 2025Q2: 6,128 shares; 2025Q3: 6,153 shares; 2025Q4: 3,388 shares; 2026Q1: 2,950 shares; 2026Q2: 2,950 shares 2,950 $324K 0.02% 0 Timeline VDIG VANGUARD WELLESLEY INCOME FD More: the full row for VANGUARD WELLESLEY 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: 4,500 shares; 2026Q2: 5,184 shares 5,184 $324K 0.02% +684 Timeline IVLU 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: 7,103 shares; 2025Q2: 7,128 shares; 2025Q3: 7,248 shares; 2025Q4: 7,629 shares; 2026Q1: 7,611 shares; 2026Q2: 7,686 shares 7,686 $321K 0.02% +75 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,130 shares; 2025Q1: 3,380 shares; 2025Q2: 2,949 shares; 2025Q3: 2,944 shares; 2025Q4: 2,386 shares; 2026Q1: 2,318 shares; 2026Q2: 2,314 shares 2,314 $318K 0.02% -4 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,771 shares; 2024Q4: 3,649 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,259 shares; 2026Q1: 50,146 shares; 2026Q2: 7,714 shares 7,714 $317K 0.02% -42,432 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,647 shares; 2024Q4: 2,692 shares; 2025Q1: 2,692 shares; 2025Q2: 2,692 shares; 2025Q3: 2,692 shares; 2025Q4: 2,692 shares; 2026Q1: 2,692 shares; 2026Q2: 2,692 shares 2,692 $315K 0.02% 0 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 4,691 shares; 2026Q2: 4,629 shares 4,629 $315K 0.02% -62 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,000 shares 3,000 $314K 0.02% new Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,450 shares; 2025Q3: 23,200 shares; 2025Q4: 22,900 shares; 2026Q1: 21,950 shares; 2026Q2: 21,550 shares 21,550 $313K 0.02% -400 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 3,048 shares 3,048 $310K 0.02% new Timeline INCY INCYTE CORP More: the full row for INCYTE 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: 2,727 shares 2,727 $309K 0.02% new Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,535 shares; 2024Q4: 6,535 shares; 2025Q1: 6,535 shares; 2025Q2: 6,027 shares; 2025Q3: 6,027 shares; 2025Q4: 6,027 shares; 2026Q1: 6,027 shares; 2026Q2: 7,501 shares 7,501 $308K 0.02% +1,474 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,656 shares 2,656 $306K 0.02% new Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,322 shares; 2025Q1: 7,622 shares; 2025Q2: 6,320 shares; 2025Q3: 6,135 shares; 2025Q4: 6,131 shares; 2026Q1: 3,923 shares; 2026Q2: 3,905 shares 3,905 $306K 0.02% -18 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,560 shares; 2025Q3: 2,722 shares; 2025Q4: 2,772 shares; 2026Q1: 2,753 shares; 2026Q2: 2,409 shares 2,409 $304K 0.02% -344 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,346 shares; 2024Q4: 12,497 shares; 2025Q1: 13,907 shares; 2025Q2: 15,112 shares; 2025Q3: 4,686 shares; 2025Q4: 874 shares; 2026Q1: 1,218 shares; 2026Q2: 765 shares 765 $304K 0.02% -453 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,880 shares; 2025Q3: 3,805 shares; 2025Q4: 3,610 shares; 2026Q1: 2,755 shares; 2026Q2: 2,305 shares 2,305 $303K 0.02% -450 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 905 shares; 2025Q1: 847 shares; 2025Q2: 961 shares; 2025Q3: 878 shares; 2025Q4: 880 shares; 2026Q1: 826 shares; 2026Q2: 918 shares 918 $303K 0.02% +92 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,706 shares; 2025Q1: 6,226 shares; 2025Q2: 6,334 shares; 2025Q3: 6,231 shares; 2025Q4: 2,392 shares; 2026Q1: 2,162 shares; 2026Q2: 2,308 shares 2,308 $299K 0.02% +146 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,697 shares 2,697 $294K 0.02% new Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,739 shares; 2024Q4: 1,744 shares; 2025Q1: 1,747 shares; 2025Q2: 1,751 shares; 2025Q3: 1,756 shares; 2025Q4: 1,759 shares; 2026Q1: 1,762 shares; 2026Q2: 1,764 shares 1,764 $294K 0.02% +2 Timeline EFA 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: 16,995 shares; 2025Q2: 13,893 shares; 2025Q3: 6,693 shares; 2025Q4: 7,310 shares; 2026Q1: 6,560 shares; 2026Q2: 2,828 shares 2,828 $294K 0.02% -3,732 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,040 shares; 2025Q1: not reported; 2025Q2: 5,625 shares; 2025Q3: 36,110 shares; 2025Q4: 38,916 shares; 2026Q1: 10,758 shares; 2026Q2: 2,176 shares 2,176 $294K 0.02% -8,582 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,416 shares; 2024Q4: 10,170 shares; 2025Q1: 10,170 shares; 2025Q2: 9,244 shares; 2025Q3: 7,367 shares; 2025Q4: 5,757 shares; 2026Q1: 5,757 shares; 2026Q2: 5,557 shares 5,557 $290K 0.02% -200 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,365 shares; 2025Q3: 9,401 shares; 2025Q4: 9,509 shares; 2026Q1: 9,590 shares; 2026Q2: 9,583 shares 9,583 $289K 0.02% -7 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,558 shares; 2024Q4: 7,842 shares; 2025Q1: 7,104 shares; 2025Q2: 5,352 shares; 2025Q3: 4,701 shares; 2025Q4: 4,730 shares; 2026Q1: 4,612 shares; 2026Q2: 4,611 shares 4,611 $289K 0.02% -1 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,224 shares; 2025Q4: 3,391 shares; 2026Q1: 3,224 shares; 2026Q2: 3,788 shares 3,788 $286K 0.02% +564 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 957 shares 957 $285K 0.02% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,454 shares; 2026Q2: 3,023 shares 3,023 $282K 0.02% +569 Timeline DFTX DEFINIUM THERAPEUTICS INC More: the full row for DEFINIUM THERAPEUTICS 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: 6,000 shares 6,000 $282K 0.02% new 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: 2,338 shares; 2025Q1: 13,809 shares; 2025Q2: 32,543 shares; 2025Q3: 2,486 shares; 2025Q4: 2,508 shares; 2026Q1: 1,189 shares; 2026Q2: 1,186 shares 1,186 $282K 0.02% -3 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 35,904 shares; 2026Q1: 21,591 shares; 2026Q2: 21,600 shares 21,600 $281K 0.02% +9 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,077 shares; 2025Q1: 5,037 shares; 2025Q2: 5,062 shares; 2025Q3: 5,104 shares; 2025Q4: 5,402 shares; 2026Q1: not reported; 2026Q2: 1,668 shares 1,668 $280K 0.02% new 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: 3,641 shares; 2024Q4: 3,706 shares; 2025Q1: 3,913 shares; 2025Q2: 4,307 shares; 2025Q3: 4,094 shares; 2025Q4: 3,962 shares; 2026Q1: 3,466 shares; 2026Q2: 3,299 shares 3,299 $279K 0.02% -167 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 844 shares; 2025Q2: 905 shares; 2025Q3: 826 shares; 2025Q4: 822 shares; 2026Q1: 828 shares; 2026Q2: 819 shares 819 $279K 0.02% -9 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS 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: 1,765 shares; 2025Q3: 1,765 shares; 2025Q4: 1,765 shares; 2026Q1: 1,765 shares; 2026Q2: 1,765 shares 1,765 $277K 0.02% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; 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: 3,643 shares; 2026Q1: 3,355 shares; 2026Q2: 3,550 shares 3,550 $276K 0.02% +195 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: 1,793 shares; 2024Q4: 1,691 shares; 2025Q1: 2,222 shares; 2025Q2: 2,627 shares; 2025Q3: 2,143 shares; 2025Q4: 2,041 shares; 2026Q1: 2,013 shares; 2026Q2: 1,814 shares 1,814 $276K 0.02% -199 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,643 shares; 2025Q1: 3,612 shares; 2025Q2: 2,882 shares; 2025Q3: 2,799 shares; 2025Q4: 2,659 shares; 2026Q1: 3,146 shares; 2026Q2: 2,854 shares 2,854 $275K 0.02% -292 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 914 shares; 2025Q1: 923 shares; 2025Q2: 1,273 shares; 2025Q3: 1,251 shares; 2025Q4: 1,255 shares; 2026Q1: 1,157 shares; 2026Q2: 997 shares 997 $275K 0.02% -160 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 800 shares; 2026Q2: 884 shares 884 $271K 0.02% +84 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,649 shares 2,649 $269K 0.02% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,962 shares; 2025Q3: 1,822 shares; 2025Q4: 1,785 shares; 2026Q1: 1,951 shares; 2026Q2: 9,800 shares 9,800 $269K 0.02% +7,849 Timeline CLS CELESTICA INC More: the full row for CELESTICA 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: 641 shares; 2026Q2: 735 shares 735 $268K 0.02% +94 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,016 shares; 2026Q2: 3,006 shares 3,006 $268K 0.02% -10 Timeline ESGV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,982 shares; 2025Q3: 1,984 shares; 2025Q4: 1,986 shares; 2026Q1: 2,012 shares; 2026Q2: 2,014 shares 2,014 $266K 0.02% +2 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: 5,173 shares; 2024Q4: 5,178 shares; 2025Q1: 4,860 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,359 shares; 2026Q1: 1,620 shares; 2026Q2: 1,623 shares 1,623 $266K 0.02% +3 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: 1,001 shares; 2024Q4: 902 shares; 2025Q1: 902 shares; 2025Q2: 956 shares; 2025Q3: 882 shares; 2025Q4: 1,140 shares; 2026Q1: 1,195 shares; 2026Q2: 952 shares 952 $265K 0.02% -243 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 562 shares; 2026Q2: 547 shares 547 $265K 0.02% -15 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,757 shares; 2025Q2: 6,200 shares; 2025Q3: 5,778 shares; 2025Q4: 6,695 shares; 2026Q1: 4,606 shares; 2026Q2: 4,308 shares 4,308 $264K 0.02% -298 Timeline VCSH 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: 3,212 shares; 2025Q3: 3,255 shares; 2025Q4: 4,015 shares; 2026Q1: 3,666 shares; 2026Q2: 3,333 shares 3,333 $263K 0.02% -333 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,027 shares; 2025Q1: 5,083 shares; 2025Q2: 5,894 shares; 2025Q3: 5,947 shares; 2025Q4: 5,975 shares; 2026Q1: 6,211 shares; 2026Q2: 7,909 shares 7,909 $263K 0.02% +1,698 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD 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: 1,581 shares; 2026Q1: 1,319 shares; 2026Q2: 1,317 shares 1,317 $263K 0.02% -2 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,046 shares; 2025Q1: 6,046 shares; 2025Q2: 6,046 shares; 2025Q3: 6,062 shares; 2025Q4: 3,620 shares; 2026Q1: 3,634 shares; 2026Q2: 3,622 shares 3,622 $263K 0.02% -12 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,906 shares; 2025Q1: 1,991 shares; 2025Q2: 1,997 shares; 2025Q3: 2,003 shares; 2025Q4: 2,012 shares; 2026Q1: 2,022 shares; 2026Q2: 2,028 shares 2,028 $259K 0.02% +6 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,776 shares; 2025Q3: 26,740 shares; 2025Q4: 26,740 shares; 2026Q1: 25,219 shares; 2026Q2: 23,611 shares 23,611 $257K 0.02% -1,608 Timeline NXG NXG NEXTGEN INFRASTR INCM FD More: the full row for NXG NEXTGEN INFRASTR INCM 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: 3,963 shares 3,963 $256K 0.02% new Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 1,710 shares; 2026Q2: 1,566 shares 1,566 $256K 0.02% -144 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,672 shares; 2025Q3: 2,684 shares; 2025Q4: 2,713 shares; 2026Q1: 2,724 shares; 2026Q2: 2,715 shares 2,715 $252K 0.02% -9 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 685 shares; 2026Q2: 685 shares 685 $251K 0.02% 0 Timeline IYG 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: 2,725 shares; 2025Q3: 2,775 shares; 2025Q4: 2,875 shares; 2026Q1: 2,765 shares; 2026Q2: 2,765 shares 2,765 $250K 0.02% 0 Timeline ZS ZSCALER INC More: the full row for ZSCALER 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: 1,730 shares 1,730 $244K 0.02% new Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 608 shares 608 $240K 0.02% new Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,440 shares 2,440 $240K 0.02% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 583 shares; 2024Q4: 1,984 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,155 shares 1,155 $237K 0.02% new Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,094 shares; 2025Q4: 3,094 shares; 2026Q1: 3,094 shares; 2026Q2: 3,094 shares 3,094 $236K 0.02% 0 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,025 shares; 2025Q1: 13,025 shares; 2025Q2: 13,025 shares; 2025Q3: 13,025 shares; 2025Q4: 12,301 shares; 2026Q1: 12,301 shares; 2026Q2: 12,301 shares 12,301 $235K 0.02% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,949 shares; 2024Q4: 7,227 shares; 2025Q1: 3,783 shares; 2025Q2: 3,623 shares; 2025Q3: 2,861 shares; 2025Q4: 2,560 shares; 2026Q1: 2,140 shares; 2026Q2: 2,157 shares 2,157 $233K 0.02% +17 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,902 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,174 shares 3,174 $233K 0.02% new Timeline XEFRX EATON VANCE SR FLTNG RTE TR More: the full row for EATON VANCE SR FLTNG RTE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70,845 shares; 2025Q3: 56,845 shares; 2025Q4: 43,645 shares; 2026Q1: 31,195 shares; 2026Q2: 21,645 shares 21,645 $229K 0.02% -9,550 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,960 shares; 2025Q1: 3,335 shares; 2025Q2: 1,807 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,016 shares; 2026Q2: 3,413 shares 3,413 $227K 0.02% +1,397 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: 3,114 shares; 2025Q4: 3,064 shares; 2026Q1: 3,080 shares; 2026Q2: 3,123 shares 3,123 $226K 0.02% +43 Timeline ATI ATI INC More: the full row for ATI 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: 1,143 shares 1,143 $225K 0.02% new Timeline SPYH NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,046 shares; 2026Q1: 4,146 shares; 2026Q2: 4,033 shares 4,033 $225K 0.02% -113 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: 5,043 shares; 2025Q1: 4,245 shares; 2025Q2: 4,327 shares; 2025Q3: 4,099 shares; 2025Q4: 4,091 shares; 2026Q1: 684 shares; 2026Q2: 680 shares 680 $225K 0.02% -4 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,674 shares; 2025Q3: 5,614 shares; 2025Q4: 5,464 shares; 2026Q1: 5,179 shares; 2026Q2: 5,179 shares 5,179 $224K 0.02% 0 Timeline