PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 270,636 shares; 2025Q1: 270,813 shares; 2025Q2: 263,752 shares; 2025Q3: 259,848 shares; 2025Q4: 265,251 shares; 2026Q1: 279,604 shares; 2026Q2: 276,500 shares 276,500 $32.3M 8.82% -3,104 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: not loaded; 2024Q4: 77,478 shares; 2025Q1: 78,229 shares; 2025Q2: 80,543 shares; 2025Q3: 86,831 shares; 2025Q4: 93,394 shares; 2026Q1: 100,736 shares; 2026Q2: 106,433 shares 106,433 $21.3M 5.82% +5,697 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 loaded; 2024Q4: 362,680 shares; 2025Q1: 386,185 shares; 2025Q2: 373,339 shares; 2025Q3: 376,319 shares; 2025Q4: 335,748 shares; 2026Q1: 368,405 shares; 2026Q2: 324,401 shares 324,401 $16M 4.37% -44,004 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 49,867 shares; 2025Q1: 50,699 shares; 2025Q2: 50,660 shares; 2025Q3: 49,881 shares; 2025Q4: 52,813 shares; 2026Q1: 54,789 shares; 2026Q2: 52,168 shares 52,168 $15.1M 4.13% -2,621 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: not loaded; 2024Q4: 11,608 shares; 2025Q1: 12,407 shares; 2025Q2: 12,820 shares; 2025Q3: 17,005 shares; 2025Q4: 19,167 shares; 2026Q1: 21,416 shares; 2026Q2: 21,914 shares 21,914 $8.17M 2.23% +498 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,810 shares; 2025Q1: 6,353 shares; 2025Q2: 6,788 shares; 2025Q3: 7,300 shares; 2025Q4: 9,625 shares; 2026Q1: 10,185 shares; 2026Q2: 10,615 shares 10,615 $7.29M 1.99% +430 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,767 shares; 2025Q1: 2,751 shares; 2025Q2: 4,168 shares; 2025Q3: 4,755 shares; 2025Q4: 7,641 shares; 2026Q1: 11,837 shares; 2026Q2: 13,000 shares 13,000 $6.21M 1.7% +1,163 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: not loaded; 2024Q4: 7,775 shares; 2025Q1: 11,794 shares; 2025Q2: 13,650 shares; 2025Q3: 16,195 shares; 2025Q4: 19,115 shares; 2026Q1: 20,790 shares; 2026Q2: 15,861 shares 15,861 $5.84M 1.6% -4,929 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 loaded; 2024Q4: 22,099 shares; 2025Q1: 14,499 shares; 2025Q2: 15,287 shares; 2025Q3: 32,391 shares; 2025Q4: 56,120 shares; 2026Q1: 38,691 shares; 2026Q2: 49,857 shares 49,857 $5.84M 1.6% +11,166 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: not loaded; 2024Q4: 2,818 shares; 2025Q1: 2,828 shares; 2025Q2: 3,230 shares; 2025Q3: 3,517 shares; 2025Q4: 3,761 shares; 2026Q1: 5,990 shares; 2026Q2: 7,353 shares 7,353 $5.41M 1.48% +1,363 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,729 shares; 2025Q1: 2,825 shares; 2025Q2: 2,855 shares; 2025Q3: 3,025 shares; 2025Q4: 3,676 shares; 2026Q1: 4,334 shares; 2026Q2: 4,391 shares 4,391 $5.27M 1.44% +57 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: not loaded; 2024Q4: 13,728 shares; 2025Q1: 14,588 shares; 2025Q2: 15,631 shares; 2025Q3: 15,335 shares; 2025Q4: 17,491 shares; 2026Q1: 19,405 shares; 2026Q2: 19,778 shares 19,778 $4.71M 1.29% +373 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: not loaded; 2024Q4: 6,978 shares; 2025Q1: 7,113 shares; 2025Q2: 6,294 shares; 2025Q3: 8,538 shares; 2025Q4: 10,027 shares; 2026Q1: 10,585 shares; 2026Q2: 12,819 shares 12,819 $4.58M 1.25% +2,234 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,456 shares; 2025Q1: 6,998 shares; 2025Q2: 7,896 shares; 2025Q3: 8,605 shares; 2025Q4: 10,209 shares; 2026Q1: 9,896 shares; 2026Q2: 12,087 shares 12,087 $4.57M 1.25% +2,191 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 206,133 shares; 2025Q2: 200,377 shares; 2025Q3: 205,005 shares; 2025Q4: 210,971 shares; 2026Q1: 217,859 shares; 2026Q2: 217,325 shares 217,325 $4.2M 1.15% -534 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 71,407 shares; 2025Q2: 69,542 shares; 2025Q3: 70,274 shares; 2025Q4: 73,269 shares; 2026Q1: 77,594 shares; 2026Q2: 77,507 shares 77,507 $4.13M 1.13% -87 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,942 shares; 2025Q1: 4,667 shares; 2025Q2: 5,689 shares; 2025Q3: 6,474 shares; 2025Q4: 8,088 shares; 2026Q1: 10,099 shares; 2026Q2: 10,201 shares 10,201 $3.6M 0.99% +102 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 loaded; 2024Q4: not reported; 2025Q1: 3,231 shares; 2025Q2: 2,907 shares; 2025Q3: 2,811 shares; 2025Q4: 5,316 shares; 2026Q1: 18,007 shares; 2026Q2: 65,685 shares 65,685 $3.49M 0.95% +47,678 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 886 shares; 2025Q1: 2,032 shares; 2025Q2: 3,225 shares; 2025Q3: 4,028 shares; 2025Q4: 4,943 shares; 2026Q1: 5,991 shares; 2026Q2: 5,666 shares 5,666 $3.19M 0.87% -325 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: not loaded; 2024Q4: 71,461 shares; 2025Q1: 74,096 shares; 2025Q2: 77,844 shares; 2025Q3: 78,700 shares; 2025Q4: 81,085 shares; 2026Q1: 93,371 shares; 2026Q2: 94,155 shares 94,155 $3.19M 0.87% +784 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 15,218 shares; 2025Q2: 39,091 shares; 2025Q3: 43,841 shares; 2025Q4: 51,044 shares; 2026Q1: 107,865 shares; 2026Q2: 64,935 shares 64,935 $3.18M 0.87% -42,930 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: not loaded; 2024Q4: 7,914 shares; 2025Q1: 8,089 shares; 2025Q2: 8,002 shares; 2025Q3: 8,092 shares; 2025Q4: 8,574 shares; 2026Q1: 9,101 shares; 2026Q2: 9,031 shares 9,031 $3.1M 0.85% -70 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,826 shares; 2025Q1: 15,252 shares; 2025Q2: 17,948 shares; 2025Q3: 21,345 shares; 2025Q4: 21,635 shares; 2026Q1: 21,075 shares; 2026Q2: 20,278 shares 20,278 $2.84M 0.78% -797 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,832 shares; 2025Q1: not reported; 2025Q2: 1,473 shares; 2025Q3: 2,672 shares; 2025Q4: 3,267 shares; 2026Q1: 4,530 shares; 2026Q2: 4,512 shares 4,512 $2.62M 0.72% -18 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,488 shares; 2025Q1: 4,599 shares; 2025Q2: 11,386 shares; 2025Q3: 16,257 shares; 2025Q4: 30,221 shares; 2026Q1: 37,480 shares; 2026Q2: 30,300 shares 30,300 $2.45M 0.67% -7,180 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: not loaded; 2024Q4: 3,620 shares; 2025Q1: 4,175 shares; 2025Q2: 4,813 shares; 2025Q3: 4,534 shares; 2025Q4: 4,704 shares; 2026Q1: 3,297 shares; 2026Q2: 3,276 shares 3,276 $2.45M 0.67% -21 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,431 shares; 2025Q1: 6,795 shares; 2025Q2: 9,730 shares; 2025Q3: 12,619 shares; 2025Q4: 10,985 shares; 2026Q1: 12,453 shares; 2026Q2: 13,448 shares 13,448 $2.43M 0.67% +995 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,485 shares; 2026Q2: 8,161 shares 8,161 $2.43M 0.66% +4,676 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 loaded; 2024Q4: not reported; 2025Q1: 1,312 shares; 2025Q2: 1,142 shares; 2025Q3: 1,206 shares; 2025Q4: 1,904 shares; 2026Q1: 2,723 shares; 2026Q2: 3,681 shares 3,681 $2.41M 0.66% +958 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,666 shares; 2025Q1: 5,126 shares; 2025Q2: 5,223 shares; 2025Q3: 5,273 shares; 2025Q4: 6,442 shares; 2026Q1: 6,905 shares; 2026Q2: 7,347 shares 7,347 $2.4M 0.66% +442 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,895 shares; 2025Q1: 12,267 shares; 2025Q2: 12,948 shares; 2025Q3: 13,369 shares; 2025Q4: 15,106 shares; 2026Q1: 15,978 shares; 2026Q2: 17,109 shares 17,109 $2.34M 0.64% +1,131 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 834 shares; 2025Q1: 1,226 shares; 2025Q2: 1,550 shares; 2025Q3: 1,911 shares; 2025Q4: 2,364 shares; 2026Q1: 2,358 shares; 2026Q2: 2,275 shares 2,275 $2.3M 0.63% -83 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,162 shares; 2025Q1: 9,754 shares; 2025Q2: 13,270 shares; 2025Q3: 18,406 shares; 2025Q4: 29,485 shares; 2026Q1: 35,017 shares; 2026Q2: 37,157 shares 37,157 $2.29M 0.63% +2,140 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,026 shares; 2025Q1: 3,083 shares; 2025Q2: 29,928 shares; 2025Q3: 30,113 shares; 2025Q4: 31,046 shares; 2026Q1: 31,708 shares; 2026Q2: 11,404 shares 11,404 $2.18M 0.6% -20,304 Timeline EZPW EZCORP INC More: the full row for EZCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 140,285 shares; 2025Q1: 136,809 shares; 2025Q2: 123,434 shares; 2025Q3: 120,954 shares; 2025Q4: 114,045 shares; 2026Q1: 107,433 shares; 2026Q2: 61,517 shares 61,517 $2.13M 0.58% -45,916 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,728 shares; 2025Q1: 2,053 shares; 2025Q2: 5,114 shares; 2025Q3: 4,563 shares; 2025Q4: 4,634 shares; 2026Q1: 4,930 shares; 2026Q2: 4,787 shares 4,787 $2.01M 0.55% -143 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: not loaded; 2024Q4: 4,164 shares; 2025Q1: 4,220 shares; 2025Q2: 4,378 shares; 2025Q3: 3,411 shares; 2025Q4: 3,667 shares; 2026Q1: 4,365 shares; 2026Q2: 3,826 shares 3,826 $1.91M 0.52% -539 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,220 shares; 2025Q2: 7,220 shares; 2025Q3: 7,157 shares; 2025Q4: 7,493 shares; 2026Q1: 42,627 shares; 2026Q2: 51,576 shares 51,576 $1.88M 0.52% +8,949 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: not loaded; 2024Q4: 4,878 shares; 2025Q1: 5,088 shares; 2025Q2: 5,126 shares; 2025Q3: 5,341 shares; 2025Q4: 6,247 shares; 2026Q1: 6,482 shares; 2026Q2: 6,727 shares 6,727 $1.82M 0.5% +245 Timeline GRNY 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: not loaded; 2024Q4: 25,585 shares; 2025Q1: 32,537 shares; 2025Q2: 33,318 shares; 2025Q3: 48,913 shares; 2025Q4: 56,781 shares; 2026Q1: 60,896 shares; 2026Q2: 65,478 shares 65,478 $1.81M 0.49% +4,582 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: not loaded; 2024Q4: 10,630 shares; 2025Q1: 10,131 shares; 2025Q2: 10,262 shares; 2025Q3: 9,846 shares; 2025Q4: 9,992 shares; 2026Q1: 11,226 shares; 2026Q2: 10,864 shares 10,864 $1.8M 0.49% -362 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,784 shares; 2026Q1: 3,446 shares; 2026Q2: 1,557 shares 1,557 $1.8M 0.49% -1,889 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 loaded; 2024Q4: 3,628 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,019 shares; 2025Q4: 4,026 shares; 2026Q1: 4,030 shares; 2026Q2: 4,137 shares 4,137 $1.79M 0.49% +107 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 732 shares; 2025Q1: 1,086 shares; 2025Q2: 1,167 shares; 2025Q3: 1,193 shares; 2025Q4: 1,488 shares; 2026Q1: 1,559 shares; 2026Q2: 1,636 shares 1,636 $1.74M 0.48% +77 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: not loaded; 2024Q4: 11,909 shares; 2025Q1: 13,266 shares; 2025Q2: 12,902 shares; 2025Q3: 12,980 shares; 2025Q4: 14,949 shares; 2026Q1: 14,891 shares; 2026Q2: 15,205 shares 15,205 $1.72M 0.47% +314 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,175 shares; 2025Q1: 3,116 shares; 2025Q2: 2,837 shares; 2025Q3: 3,270 shares; 2025Q4: 5,805 shares; 2026Q1: 8,833 shares; 2026Q2: 9,077 shares 9,077 $1.72M 0.47% +244 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,551 shares; 2026Q1: 4,461 shares; 2026Q2: 7,791 shares 7,791 $1.71M 0.47% +3,330 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,025 shares; 2025Q2: 1,116 shares; 2025Q3: 1,893 shares; 2025Q4: 2,849 shares; 2026Q1: 3,209 shares; 2026Q2: 4,557 shares 4,557 $1.7M 0.47% +1,348 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31,285 shares 31,285 $1.64M 0.45% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,079 shares; 2025Q3: 3,769 shares; 2025Q4: 4,723 shares; 2026Q1: 4,998 shares; 2026Q2: 4,887 shares 4,887 $1.64M 0.45% -111 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 loaded; 2024Q4: 72,934 shares; 2025Q1: 76,099 shares; 2025Q2: 74,621 shares; 2025Q3: 75,505 shares; 2025Q4: 76,445 shares; 2026Q1: 77,306 shares; 2026Q2: 83,981 shares 83,981 $1.61M 0.44% +6,675 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,369 shares; 2025Q1: 7,373 shares; 2025Q2: 7,158 shares; 2025Q3: 7,263 shares; 2025Q4: 7,217 shares; 2026Q1: 7,484 shares; 2026Q2: 7,289 shares 7,289 $1.58M 0.43% -195 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,574 shares; 2025Q1: 5,605 shares; 2025Q2: 7,578 shares; 2025Q3: 8,731 shares; 2025Q4: 9,954 shares; 2026Q1: 11,182 shares; 2026Q2: 10,611 shares 10,611 $1.53M 0.42% -571 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,673 shares; 2025Q1: 4,540 shares; 2025Q2: 5,212 shares; 2025Q3: 6,240 shares; 2025Q4: 7,752 shares; 2026Q1: 9,783 shares; 2026Q2: 10,402 shares 10,402 $1.52M 0.42% +619 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 34,831 shares; 2025Q1: 32,886 shares; 2025Q2: 42,594 shares; 2025Q3: 51,174 shares; 2025Q4: 46,362 shares; 2026Q1: 44,291 shares; 2026Q2: 45,584 shares 45,584 $1.52M 0.41% +1,293 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: not loaded; 2024Q4: 7,091 shares; 2025Q1: 6,915 shares; 2025Q2: 7,341 shares; 2025Q3: 7,148 shares; 2025Q4: 7,024 shares; 2026Q1: 7,125 shares; 2026Q2: 6,873 shares 6,873 $1.51M 0.41% -252 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 148,809 shares 148,809 $1.49M 0.41% new Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,234 shares; 2025Q2: 4,623 shares; 2025Q3: 5,841 shares; 2025Q4: 7,153 shares; 2026Q1: 8,186 shares; 2026Q2: 7,842 shares 7,842 $1.48M 0.4% -344 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,036 shares 2,036 $1.47M 0.4% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,630 shares; 2025Q3: 3,899 shares; 2025Q4: 2,968 shares; 2026Q1: 6,007 shares; 2026Q2: 11,026 shares 11,026 $1.44M 0.39% +5,019 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,921 shares; 2025Q1: 2,926 shares; 2025Q2: 2,839 shares; 2025Q3: 2,876 shares; 2025Q4: 3,023 shares; 2026Q1: 3,138 shares; 2026Q2: 3,132 shares 3,132 $1.44M 0.39% -6 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,191 shares; 2026Q2: 45,116 shares 45,116 $1.43M 0.39% +7,925 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,117 shares; 2025Q1: 6,216 shares; 2025Q2: 7,046 shares; 2025Q3: 8,009 shares; 2025Q4: 7,855 shares; 2026Q1: 7,418 shares; 2026Q2: 12,097 shares 12,097 $1.42M 0.39% +4,679 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 loaded; 2024Q4: 2,700 shares; 2025Q1: 4,966 shares; 2025Q2: 5,538 shares; 2025Q3: 6,474 shares; 2025Q4: 7,711 shares; 2026Q1: 7,520 shares; 2026Q2: 6,495 shares 6,495 $1.41M 0.38% -1,025 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: not loaded; 2024Q4: 7,868 shares; 2025Q1: 7,430 shares; 2025Q2: 12,634 shares; 2025Q3: 23,595 shares; 2025Q4: 24,448 shares; 2026Q1: 23,896 shares; 2026Q2: 24,385 shares 24,385 $1.39M 0.38% +489 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 loaded; 2024Q4: 801 shares; 2025Q1: not reported; 2025Q2: 602 shares; 2025Q3: 805 shares; 2025Q4: 959 shares; 2026Q1: 1,115 shares; 2026Q2: 1,181 shares 1,181 $1.39M 0.38% +66 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,193 shares; 2025Q1: 22,477 shares; 2025Q2: 22,110 shares; 2025Q3: 22,934 shares; 2025Q4: 22,567 shares; 2026Q1: 23,747 shares; 2026Q2: 24,062 shares 24,062 $1.38M 0.38% +315 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: not loaded; 2024Q4: 10,019 shares; 2025Q1: 9,560 shares; 2025Q2: 9,576 shares; 2025Q3: 10,188 shares; 2025Q4: 10,620 shares; 2026Q1: 10,778 shares; 2026Q2: 10,831 shares 10,831 $1.37M 0.37% +53 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,161 shares; 2025Q1: 6,144 shares; 2025Q2: 6,085 shares; 2025Q3: 6,073 shares; 2025Q4: 6,312 shares; 2026Q1: 6,667 shares; 2026Q2: 5,355 shares 5,355 $1.36M 0.37% -1,312 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 loaded; 2024Q4: not reported; 2025Q1: 978 shares; 2025Q2: 1,382 shares; 2025Q3: 1,546 shares; 2025Q4: 1,803 shares; 2026Q1: 1,897 shares; 2026Q2: 1,862 shares 1,862 $1.33M 0.36% -35 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,945 shares; 2025Q3: 3,471 shares; 2025Q4: 4,888 shares; 2026Q1: 5,673 shares; 2026Q2: 6,324 shares 6,324 $1.32M 0.36% +651 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 loaded; 2024Q4: 1,998 shares; 2025Q1: 2,420 shares; 2025Q2: 2,543 shares; 2025Q3: 2,293 shares; 2025Q4: 4,516 shares; 2026Q1: 5,480 shares; 2026Q2: 7,076 shares 7,076 $1.31M 0.36% +1,596 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,844 shares; 2025Q2: 6,727 shares; 2025Q3: 8,365 shares; 2025Q4: 10,672 shares; 2026Q1: 12,136 shares; 2026Q2: 11,489 shares 11,489 $1.29M 0.35% -647 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 859 shares; 2025Q4: 3,162 shares; 2026Q1: 3,649 shares; 2026Q2: 4,592 shares 4,592 $1.25M 0.34% +943 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,190 shares; 2025Q1: 14,190 shares; 2025Q2: 10,698 shares; 2025Q3: 10,701 shares; 2025Q4: 10,702 shares; 2026Q1: 11,051 shares; 2026Q2: 22,131 shares 22,131 $1.24M 0.34% +11,080 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,790 shares; 2025Q1: 6,807 shares; 2025Q2: 6,602 shares; 2025Q3: 6,680 shares; 2025Q4: 7,005 shares; 2026Q1: 7,214 shares; 2026Q2: 7,111 shares 7,111 $1.24M 0.34% -103 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: not loaded; 2024Q4: not reported; 2025Q1: 533 shares; 2025Q2: 845 shares; 2025Q3: 1,028 shares; 2025Q4: 1,277 shares; 2026Q1: 1,275 shares; 2026Q2: 2,932 shares 2,932 $1.22M 0.33% +1,657 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,628 shares; 2025Q1: 14,671 shares; 2025Q2: 18,805 shares; 2025Q3: 22,720 shares; 2025Q4: 16,646 shares; 2026Q1: 20,641 shares; 2026Q2: 48,471 shares 48,471 $1.19M 0.33% +27,830 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,249 shares; 2025Q2: 5,909 shares; 2025Q3: 7,574 shares; 2025Q4: 9,579 shares; 2026Q1: 10,985 shares; 2026Q2: 10,432 shares 10,432 $1.17M 0.32% -553 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: not loaded; 2024Q4: 1,565 shares; 2025Q1: 1,364 shares; 2025Q2: 1,403 shares; 2025Q3: 1,305 shares; 2025Q4: 1,059 shares; 2026Q1: 1,613 shares; 2026Q2: 1,655 shares 1,655 $1.16M 0.32% +42 Timeline FV 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 loaded; 2024Q4: 18,217 shares; 2025Q1: 17,717 shares; 2025Q2: 17,717 shares; 2025Q3: 14,654 shares; 2025Q4: 14,654 shares; 2026Q1: 14,868 shares; 2026Q2: 14,866 shares 14,866 $1.13M 0.31% -2 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 866 shares; 2025Q1: 1,388 shares; 2025Q2: 1,865 shares; 2025Q3: 2,360 shares; 2025Q4: 2,738 shares; 2026Q1: 3,020 shares; 2026Q2: 2,891 shares 2,891 $1.13M 0.31% -129 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,024 shares; 2025Q1: 21,895 shares; 2025Q2: 20,859 shares; 2025Q3: 21,125 shares; 2025Q4: 20,570 shares; 2026Q1: 17,082 shares; 2026Q2: 16,437 shares 16,437 $1.1M 0.3% -645 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: not loaded; 2024Q4: 3,278 shares; 2025Q1: 3,563 shares; 2025Q2: 3,762 shares; 2025Q3: 4,376 shares; 2025Q4: 4,504 shares; 2026Q1: 4,876 shares; 2026Q2: 8,543 shares 8,543 $1.1M 0.3% +3,667 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,364 shares; 2025Q2: 3,386 shares; 2025Q3: 4,637 shares; 2025Q4: 4,917 shares; 2026Q1: 5,117 shares; 2026Q2: 7,201 shares 7,201 $1.09M 0.3% +2,084 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,047 shares; 2025Q3: 21,313 shares; 2025Q4: 25,773 shares; 2026Q1: 28,548 shares; 2026Q2: 29,611 shares 29,611 $1.09M 0.3% +1,063 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,132 shares; 2025Q3: 6,595 shares; 2025Q4: 6,145 shares; 2026Q1: 5,082 shares; 2026Q2: 6,914 shares 6,914 $1.08M 0.3% +1,832 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: not loaded; 2024Q4: 7,434 shares; 2025Q1: 10,902 shares; 2025Q2: 8,905 shares; 2025Q3: 12,824 shares; 2025Q4: 16,780 shares; 2026Q1: 16,250 shares; 2026Q2: 11,787 shares 11,787 $1.08M 0.3% -4,463 Timeline ACEP 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,644 shares; 2026Q2: 54,654 shares 54,654 $1.08M 0.29% +36,010 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,607 shares; 2026Q2: 14,264 shares 14,264 $1.07M 0.29% -1,343 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,514 shares; 2026Q1: 7,445 shares; 2026Q2: 14,483 shares 14,483 $1.06M 0.29% +7,038 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 loaded; 2024Q4: not reported; 2025Q1: 5,040 shares; 2025Q2: 6,884 shares; 2025Q3: 8,128 shares; 2025Q4: 11,530 shares; 2026Q1: 11,022 shares; 2026Q2: 11,170 shares 11,170 $1.04M 0.29% +148 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 loaded; 2024Q4: 2,475 shares; 2025Q1: 2,169 shares; 2025Q2: 2,254 shares; 2025Q3: 2,383 shares; 2025Q4: 2,811 shares; 2026Q1: 3,008 shares; 2026Q2: 2,937 shares 2,937 $1.04M 0.28% -71 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 770 shares; 2025Q3: 989 shares; 2025Q4: 1,350 shares; 2026Q1: 1,345 shares; 2026Q2: 1,443 shares 1,443 $1.04M 0.28% +98 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: not loaded; 2024Q4: 1,219 shares; 2025Q1: 1,357 shares; 2025Q2: 1,833 shares; 2025Q3: 2,408 shares; 2025Q4: 2,916 shares; 2026Q1: 3,418 shares; 2026Q2: 3,423 shares 3,423 $1.02M 0.28% +5 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 401 shares; 2026Q2: 445 shares 445 $1.01M 0.28% +44 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 loaded; 2024Q4: 2,653 shares; 2025Q1: 3,959 shares; 2025Q2: 5,144 shares; 2025Q3: 6,450 shares; 2025Q4: 8,846 shares; 2026Q1: 10,105 shares; 2026Q2: 12,634 shares 12,634 $988K 0.27% +2,529 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,342 shares; 2025Q2: 3,464 shares; 2025Q3: 4,811 shares; 2025Q4: 5,879 shares; 2026Q1: 6,994 shares; 2026Q2: 7,679 shares 7,679 $982K 0.27% +685 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,584 shares; 2026Q1: 7,980 shares; 2026Q2: 9,529 shares 9,529 $974K 0.27% +1,549 Timeline QMAR 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 loaded; 2024Q4: 33,415 shares; 2025Q1: 30,427 shares; 2025Q2: 30,273 shares; 2025Q3: 28,825 shares; 2025Q4: 27,771 shares; 2026Q1: 26,090 shares; 2026Q2: 25,150 shares 25,150 $936K 0.26% -940 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: not loaded; 2024Q4: not reported; 2025Q1: 3,038 shares; 2025Q2: 3,046 shares; 2025Q3: 3,077 shares; 2025Q4: 3,100 shares; 2026Q1: 3,261 shares; 2026Q2: 3,090 shares 3,090 $936K 0.26% -171 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,110 shares; 2025Q1: 2,307 shares; 2025Q2: 2,324 shares; 2025Q3: 2,700 shares; 2025Q4: 3,855 shares; 2026Q1: 4,084 shares; 2026Q2: 3,713 shares 3,713 $934K 0.26% -371 Timeline AIR AAR CORP More: the full row for AAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,787 shares; 2025Q1: 16,830 shares; 2025Q2: 16,340 shares; 2025Q3: 16,208 shares; 2025Q4: 16,743 shares; 2026Q1: 17,015 shares; 2026Q2: 6,240 shares 6,240 $892K 0.24% -10,775 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 820 shares; 2025Q1: 1,122 shares; 2025Q2: 1,374 shares; 2025Q3: 1,555 shares; 2025Q4: 2,077 shares; 2026Q1: 2,121 shares; 2026Q2: 2,600 shares 2,600 $879K 0.24% +479 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,101 shares; 2025Q2: 1,535 shares; 2025Q3: 1,859 shares; 2025Q4: 2,675 shares; 2026Q1: 2,902 shares; 2026Q2: 3,280 shares 3,280 $857K 0.23% +378 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,169 shares; 2025Q4: 3,169 shares; 2026Q1: 3,402 shares; 2026Q2: 4,832 shares 4,832 $852K 0.23% +1,430 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,755 shares; 2025Q1: 2,817 shares; 2025Q2: 2,704 shares; 2025Q3: 2,747 shares; 2025Q4: 2,747 shares; 2026Q1: 2,087 shares; 2026Q2: 1,989 shares 1,989 $848K 0.23% -98 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 loaded; 2024Q4: 8,196 shares; 2025Q1: 8,782 shares; 2025Q2: 12,785 shares; 2025Q3: 13,678 shares; 2025Q4: 17,239 shares; 2026Q1: 3,331 shares; 2026Q2: 10,185 shares 10,185 $842K 0.23% +6,854 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,273 shares 3,273 $836K 0.23% new Timeline AFOS 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,483 shares; 2026Q1: 13,201 shares; 2026Q2: 17,120 shares 17,120 $799K 0.22% +3,919 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,333 shares; 2025Q3: 2,963 shares; 2025Q4: 3,862 shares; 2026Q1: 4,403 shares; 2026Q2: 4,831 shares 4,831 $787K 0.22% +428 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: not loaded; 2024Q4: 4,590 shares; 2025Q1: 2,329 shares; 2025Q2: not reported; 2025Q3: 1,805 shares; 2025Q4: 1,884 shares; 2026Q1: 2,355 shares; 2026Q2: 2,596 shares 2,596 $787K 0.22% +241 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 679 shares; 2025Q1: not reported; 2025Q2: 414 shares; 2025Q3: 431 shares; 2025Q4: 431 shares; 2026Q1: not reported; 2026Q2: 1,013 shares 1,013 $773K 0.21% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,108 shares; 2025Q1: 38,410 shares; 2025Q2: 57,982 shares; 2025Q3: 73,039 shares; 2025Q4: 101,991 shares; 2026Q1: 115,254 shares; 2026Q2: 130,781 shares 130,781 $762K 0.21% +15,527 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,295 shares; 2026Q2: 2,225 shares 2,225 $759K 0.21% +930 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 11,185 shares; 2025Q2: 11,028 shares; 2025Q3: 14,014 shares; 2025Q4: 13,760 shares; 2026Q1: 15,707 shares; 2026Q2: 16,250 shares 16,250 $755K 0.21% +543 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 loaded; 2024Q4: not reported; 2025Q1: 3,942 shares; 2025Q2: 6,025 shares; 2025Q3: 6,287 shares; 2025Q4: 4,894 shares; 2026Q1: 5,931 shares; 2026Q2: 10,274 shares 10,274 $739K 0.2% +4,343 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: not loaded; 2024Q4: 4,122 shares; 2025Q1: 4,770 shares; 2025Q2: 5,475 shares; 2025Q3: 5,712 shares; 2025Q4: 6,556 shares; 2026Q1: 8,798 shares; 2026Q2: 9,061 shares 9,061 $736K 0.2% +263 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 32,603 shares; 2025Q1: 61,158 shares; 2025Q2: 91,929 shares; 2025Q3: 119,255 shares; 2025Q4: 177,055 shares; 2026Q1: 193,431 shares; 2026Q2: 227,158 shares 227,158 $713K 0.19% +33,727 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,752 shares; 2025Q3: 3,573 shares; 2025Q4: 4,726 shares; 2026Q1: 5,179 shares; 2026Q2: 6,105 shares 6,105 $703K 0.19% +926 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: not loaded; 2024Q4: not reported; 2025Q1: 933 shares; 2025Q2: 1,463 shares; 2025Q3: 1,844 shares; 2025Q4: 1,547 shares; 2026Q1: 1,656 shares; 2026Q2: 1,813 shares 1,813 $701K 0.19% +157 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,520 shares; 2026Q2: 8,303 shares 8,303 $695K 0.19% +1,783 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 890 shares; 2026Q1: 1,110 shares; 2026Q2: 2,151 shares 2,151 $683K 0.19% +1,041 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,451 shares; 2025Q2: 1,646 shares; 2025Q3: 1,781 shares; 2025Q4: 1,660 shares; 2026Q1: 1,653 shares; 2026Q2: 4,973 shares 4,973 $673K 0.18% +3,320 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,243 shares; 2025Q3: 4,393 shares; 2025Q4: 7,353 shares; 2026Q1: 7,940 shares; 2026Q2: 8,513 shares 8,513 $660K 0.18% +573 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,533 shares; 2026Q1: 9,258 shares; 2026Q2: 10,950 shares 10,950 $658K 0.18% +1,692 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,790 shares; 2026Q1: 6,779 shares; 2026Q2: 17,182 shares 17,182 $655K 0.18% +10,403 Timeline FAUG 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 loaded; 2024Q4: 19,950 shares; 2025Q1: 17,219 shares; 2025Q2: 17,217 shares; 2025Q3: 11,458 shares; 2025Q4: 11,585 shares; 2026Q1: 11,703 shares; 2026Q2: 11,557 shares 11,557 $653K 0.18% -146 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 loaded; 2024Q4: 4,516 shares; 2025Q1: 6,011 shares; 2025Q2: 7,806 shares; 2025Q3: 8,883 shares; 2025Q4: 10,990 shares; 2026Q1: 11,794 shares; 2026Q2: 10,725 shares 10,725 $648K 0.18% -1,069 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: not loaded; 2024Q4: 5,435 shares; 2025Q1: 6,070 shares; 2025Q2: 5,073 shares; 2025Q3: 3,770 shares; 2025Q4: 3,792 shares; 2026Q1: 4,148 shares; 2026Q2: 4,289 shares 4,289 $636K 0.17% +141 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,866 shares; 2025Q1: 2,080 shares; 2025Q2: 2,125 shares; 2025Q3: 2,106 shares; 2025Q4: 2,084 shares; 2026Q1: 1,875 shares; 2026Q2: 1,790 shares 1,790 $631K 0.17% -85 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 753 shares; 2026Q1: 1,346 shares; 2026Q2: 1,720 shares 1,720 $623K 0.17% +374 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: not loaded; 2024Q4: 13,592 shares; 2025Q1: 9,763 shares; 2025Q2: 13,837 shares; 2025Q3: 13,977 shares; 2025Q4: 14,128 shares; 2026Q1: 13,941 shares; 2026Q2: 14,624 shares 14,624 $619K 0.17% +683 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 286 shares; 2026Q2: 311 shares 311 $619K 0.17% +25 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,216 shares; 2025Q2: 1,720 shares; 2025Q3: 2,248 shares; 2025Q4: 3,019 shares; 2026Q1: 3,555 shares; 2026Q2: 4,085 shares 4,085 $607K 0.17% +530 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,199 shares; 2025Q3: 1,425 shares; 2025Q4: 1,761 shares; 2026Q1: 1,875 shares; 2026Q2: 1,521 shares 1,521 $604K 0.17% -354 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,058 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,515 shares 3,515 $597K 0.16% new Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,742 shares 3,742 $592K 0.16% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,207 shares 4,207 $587K 0.16% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,817 shares; 2025Q1: 2,817 shares; 2025Q2: 2,817 shares; 2025Q3: 2,817 shares; 2025Q4: 2,817 shares; 2026Q1: 2,817 shares; 2026Q2: 2,817 shares 2,817 $583K 0.16% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,362 shares; 2026Q1: 5,159 shares; 2026Q2: 6,620 shares 6,620 $576K 0.16% +1,461 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: not loaded; 2024Q4: 588 shares; 2025Q1: 564 shares; 2025Q2: 568 shares; 2025Q3: 561 shares; 2025Q4: 698 shares; 2026Q1: 699 shares; 2026Q2: 1,109 shares 1,109 $570K 0.16% +410 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 971 shares; 2025Q4: 1,349 shares; 2026Q1: 1,546 shares; 2026Q2: 1,930 shares 1,930 $567K 0.15% +384 Timeline GOCT 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 loaded; 2024Q4: 14,585 shares; 2025Q1: 14,530 shares; 2025Q2: 14,479 shares; 2025Q3: 14,479 shares; 2025Q4: 14,172 shares; 2026Q1: 13,860 shares; 2026Q2: 13,591 shares 13,591 $565K 0.15% -269 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,261 shares; 2025Q1: 3,496 shares; 2025Q2: 3,664 shares; 2025Q3: 3,878 shares; 2025Q4: 4,470 shares; 2026Q1: 4,226 shares; 2026Q2: 2,002 shares 2,002 $563K 0.15% -2,224 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: not loaded; 2024Q4: 5,706 shares; 2025Q1: 5,803 shares; 2025Q2: 6,158 shares; 2025Q3: 6,149 shares; 2025Q4: 6,415 shares; 2026Q1: 5,959 shares; 2026Q2: 5,856 shares 5,856 $561K 0.15% -103 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,157 shares; 2025Q1: 5,183 shares; 2025Q2: 5,038 shares; 2025Q3: 5,094 shares; 2025Q4: 4,929 shares; 2026Q1: 4,064 shares; 2026Q2: 3,980 shares 3,980 $554K 0.15% -84 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 539 shares; 2025Q1: 657 shares; 2025Q2: 681 shares; 2025Q3: 701 shares; 2025Q4: 766 shares; 2026Q1: 750 shares; 2026Q2: 562 shares 562 $550K 0.15% -188 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,698 shares; 2025Q4: 6,180 shares; 2026Q1: 6,980 shares; 2026Q2: 8,659 shares 8,659 $545K 0.15% +1,679 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,256 shares; 2025Q4: 2,543 shares; 2026Q1: 3,310 shares; 2026Q2: 4,440 shares 4,440 $539K 0.15% +1,130 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares; 2026Q2: 1,037 shares 1,037 $538K 0.15% +537 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 loaded; 2024Q4: not reported; 2025Q1: 1,350 shares; 2025Q2: 1,289 shares; 2025Q3: 1,290 shares; 2025Q4: 2,820 shares; 2026Q1: 2,860 shares; 2026Q2: 2,821 shares 2,821 $537K 0.15% -39 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 loaded; 2024Q4: not reported; 2025Q1: 10,460 shares; 2025Q2: 14,933 shares; 2025Q3: 15,704 shares; 2025Q4: 20,681 shares; 2026Q1: 23,331 shares; 2026Q2: 28,542 shares 28,542 $529K 0.14% +5,211 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,659 shares; 2026Q2: 4,695 shares 4,695 $526K 0.14% +36 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: not loaded; 2024Q4: 3,102 shares; 2025Q1: 3,109 shares; 2025Q2: 3,019 shares; 2025Q3: 3,011 shares; 2025Q4: 2,947 shares; 2026Q1: 2,454 shares; 2026Q2: 2,541 shares 2,541 $521K 0.14% +87 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 loaded; 2024Q4: 2,097 shares; 2025Q1: 3,097 shares; 2025Q2: 3,597 shares; 2025Q3: 3,282 shares; 2025Q4: 3,282 shares; 2026Q1: 3,282 shares; 2026Q2: 5,190 shares 5,190 $521K 0.14% +1,908 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 250,246 shares; 2025Q1: 246,903 shares; 2025Q2: 208,159 shares; 2025Q3: 188,204 shares; 2025Q4: 53,427 shares; 2026Q1: 53,455 shares; 2026Q2: 48,115 shares 48,115 $519K 0.14% -5,340 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,980 shares; 2025Q1: 3,483 shares; 2025Q2: 3,418 shares; 2025Q3: 3,782 shares; 2025Q4: 4,288 shares; 2026Q1: 4,316 shares; 2026Q2: 5,358 shares 5,358 $516K 0.14% +1,042 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 21,065 shares; 2025Q1: 21,499 shares; 2025Q2: 19,932 shares; 2025Q3: 20,636 shares; 2025Q4: 22,776 shares; 2026Q1: 23,846 shares; 2026Q2: 24,495 shares 24,495 $507K 0.14% +649 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,890 shares; 2026Q2: 3,202 shares 3,202 $506K 0.14% +312 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 loaded; 2024Q4: not reported; 2025Q1: 3,190 shares; 2025Q2: 4,058 shares; 2025Q3: 4,629 shares; 2025Q4: 3,572 shares; 2026Q1: 4,033 shares; 2026Q2: 5,455 shares 5,455 $500K 0.14% +1,422 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 16,482 shares; 2025Q2: 28,786 shares; 2025Q3: 39,498 shares; 2025Q4: 34,554 shares; 2026Q1: 41,583 shares; 2026Q2: 52,974 shares 52,974 $494K 0.14% +11,391 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 loaded; 2024Q4: 5,432 shares; 2025Q1: 5,661 shares; 2025Q2: 5,703 shares; 2025Q3: 4,941 shares; 2025Q4: 4,941 shares; 2026Q1: 4,941 shares; 2026Q2: 4,738 shares 4,738 $492K 0.13% -203 Timeline GAPR 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 loaded; 2024Q4: 12,053 shares; 2025Q1: 12,053 shares; 2025Q2: 12,053 shares; 2025Q3: 11,803 shares; 2025Q4: 11,803 shares; 2026Q1: 11,803 shares; 2026Q2: 11,803 shares 11,803 $492K 0.13% 0 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: not loaded; 2024Q4: 323 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 253 shares; 2026Q2: 4,069 shares 4,069 $486K 0.13% +3,816 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 13,137 shares; 2025Q2: 20,371 shares; 2025Q3: 21,332 shares; 2025Q4: 36,232 shares; 2026Q1: 41,431 shares; 2026Q2: 58,965 shares 58,965 $482K 0.13% +17,534 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,368 shares; 2025Q1: 3,062 shares; 2025Q2: 3,122 shares; 2025Q3: 3,155 shares; 2025Q4: 2,664 shares; 2026Q1: 2,549 shares; 2026Q2: 3,273 shares 3,273 $480K 0.13% +724 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,709 shares; 2026Q2: 6,346 shares 6,346 $475K 0.13% +637 Timeline VTWG 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,664 shares; 2026Q2: 1,647 shares 1,647 $474K 0.13% -17 Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,798 shares; 2026Q2: 3,986 shares 3,986 $468K 0.13% +1,188 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,664 shares 4,664 $463K 0.13% new 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: not loaded; 2024Q4: 1,171 shares; 2025Q1: 898 shares; 2025Q2: 958 shares; 2025Q3: 925 shares; 2025Q4: 952 shares; 2026Q1: 978 shares; 2026Q2: 898 shares 898 $458K 0.13% -80 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 loaded; 2024Q4: 666 shares; 2025Q1: 754 shares; 2025Q2: 680 shares; 2025Q3: 762 shares; 2025Q4: 762 shares; 2026Q1: 849 shares; 2026Q2: 5,283 shares 5,283 $455K 0.12% +4,434 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,137 shares 5,137 $451K 0.12% new Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,526 shares; 2026Q1: 9,359 shares; 2026Q2: 11,868 shares 11,868 $443K 0.12% +2,509 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,911 shares; 2026Q2: 2,052 shares 2,052 $437K 0.12% +141 Timeline GPIX 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,814 shares 7,814 $434K 0.12% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,719 shares; 2026Q1: 3,592 shares; 2026Q2: 5,931 shares 5,931 $432K 0.12% +2,339 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,415 shares; 2025Q3: 4,340 shares; 2025Q4: 3,961 shares; 2026Q1: 4,518 shares; 2026Q2: 6,340 shares 6,340 $431K 0.12% +1,822 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,155 shares; 2026Q1: 2,413 shares; 2026Q2: 3,177 shares 3,177 $430K 0.12% +764 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: not loaded; 2024Q4: 7,835 shares; 2025Q1: 7,641 shares; 2025Q2: 7,731 shares; 2025Q3: 7,332 shares; 2025Q4: 7,231 shares; 2026Q1: 7,997 shares; 2026Q2: 7,924 shares 7,924 $430K 0.12% -73 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 431 shares 431 $416K 0.11% new 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 loaded; 2024Q4: 387 shares; 2025Q1: 330 shares; 2025Q2: 354 shares; 2025Q3: 403 shares; 2025Q4: 471 shares; 2026Q1: 475 shares; 2026Q2: 430 shares 430 $414K 0.11% -45 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 433 shares; 2026Q2: 433 shares 433 $405K 0.11% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,495 shares 16,495 $395K 0.11% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,156 shares; 2026Q2: 1,333 shares 1,333 $387K 0.11% +177 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,860 shares 4,860 $385K 0.11% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,476 shares; 2026Q1: 2,133 shares; 2026Q2: 4,183 shares 4,183 $380K 0.1% +2,050 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,692 shares 1,692 $379K 0.1% new Timeline LQDA LIQUIDIA CORPORATION More: the full row for LIQUIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,700 shares; 2026Q2: 4,700 shares 4,700 $375K 0.1% 0 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 loaded; 2024Q4: not reported; 2025Q1: 249 shares; 2025Q2: 391 shares; 2025Q3: 608 shares; 2025Q4: 6,280 shares; 2026Q1: 6,078 shares; 2026Q2: 5,196 shares 5,196 $371K 0.1% -882 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 loaded; 2024Q4: 6,418 shares; 2025Q1: 7,798 shares; 2025Q2: 7,054 shares; 2025Q3: 7,383 shares; 2025Q4: 5,522 shares; 2026Q1: 7,341 shares; 2026Q2: 6,966 shares 6,966 $365K 0.1% -375 Timeline FAPR 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 loaded; 2024Q4: 13,871 shares; 2025Q1: 13,847 shares; 2025Q2: 13,564 shares; 2025Q3: 13,551 shares; 2025Q4: 10,793 shares; 2026Q1: 10,607 shares; 2026Q2: 7,775 shares 7,775 $363K 0.1% -2,832 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 loaded; 2024Q4: 1,476 shares; 2025Q1: 1,476 shares; 2025Q2: 1,798 shares; 2025Q3: 1,929 shares; 2025Q4: 5,637 shares; 2026Q1: 2,755 shares; 2026Q2: 1,808 shares 1,808 $363K 0.1% -947 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,954 shares 2,954 $362K 0.1% new Timeline SMAY 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 loaded; 2024Q4: 17,410 shares; 2025Q1: 15,011 shares; 2025Q2: 14,630 shares; 2025Q3: 14,710 shares; 2025Q4: 13,883 shares; 2026Q1: 13,149 shares; 2026Q2: 12,635 shares 12,635 $359K 0.1% -514 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,484 shares; 2026Q2: 4,304 shares 4,304 $359K 0.1% +820 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,156 shares 2,156 $357K 0.1% new Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,300 shares; 2026Q2: 4,300 shares 4,300 $344K 0.09% 0 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,439 shares 7,439 $344K 0.09% new Timeline YJUN 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 loaded; 2024Q4: 15,480 shares; 2025Q1: 14,378 shares; 2025Q2: 13,865 shares; 2025Q3: 13,765 shares; 2025Q4: 13,321 shares; 2026Q1: 13,321 shares; 2026Q2: 12,815 shares 12,815 $343K 0.09% -506 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 698 shares; 2026Q2: 3,853 shares 3,853 $339K 0.09% +3,155 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 507 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 463 shares; 2026Q2: 658 shares 658 $327K 0.09% +195 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,878 shares; 2025Q1: 3,655 shares; 2025Q2: 3,811 shares; 2025Q3: 3,644 shares; 2025Q4: 3,579 shares; 2026Q1: 3,303 shares; 2026Q2: 3,111 shares 3,111 $323K 0.09% -192 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,320 shares 4,320 $318K 0.09% new Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,813 shares; 2026Q1: 8,199 shares; 2026Q2: 8,029 shares 8,029 $317K 0.09% -170 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 789 shares; 2026Q2: 789 shares 789 $314K 0.09% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,899 shares 3,899 $313K 0.09% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,259 shares 4,259 $313K 0.09% new 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: not loaded; 2024Q4: 2,426 shares; 2025Q1: 2,731 shares; 2025Q2: 3,105 shares; 2025Q3: 3,435 shares; 2025Q4: 3,175 shares; 2026Q1: 2,986 shares; 2026Q2: 2,867 shares 2,867 $309K 0.08% -119 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,799 shares 1,799 $307K 0.08% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,643 shares; 2026Q2: 1,595 shares 1,595 $306K 0.08% -48 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,500 shares; 2025Q4: 7,930 shares; 2026Q1: 7,930 shares; 2026Q2: 7,930 shares 7,930 $303K 0.08% 0 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: not loaded; 2024Q4: not reported; 2025Q1: 3,191 shares; 2025Q2: 4,647 shares; 2025Q3: 7,039 shares; 2025Q4: 4,342 shares; 2026Q1: 3,101 shares; 2026Q2: 4,091 shares 4,091 $295K 0.08% +990 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,994 shares; 2025Q4: 6,333 shares; 2026Q1: 6,382 shares; 2026Q2: 6,141 shares 6,141 $292K 0.08% -241 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,306 shares; 2026Q2: 2,306 shares 2,306 $291K 0.08% 0 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,510 shares; 2026Q2: 21,622 shares 21,622 $289K 0.08% +112 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,391 shares 5,391 $286K 0.08% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,046 shares 1,046 $283K 0.08% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,100 shares; 2025Q4: not reported; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $281K 0.08% 0 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: not loaded; 2024Q4: not reported; 2025Q1: 1,507 shares; 2025Q2: 1,227 shares; 2025Q3: 1,227 shares; 2025Q4: 1,248 shares; 2026Q1: 1,223 shares; 2026Q2: 1,223 shares 1,223 $278K 0.08% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,776 shares; 2026Q2: 4,069 shares 4,069 $277K 0.08% +293 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 735 shares 735 $276K 0.08% new Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 906 shares 906 $274K 0.07% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 929 shares 929 $272K 0.07% new Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,943 shares; 2026Q2: 4,088 shares 4,088 $271K 0.07% +145 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,013 shares; 2025Q2: 2,902 shares; 2025Q3: 3,202 shares; 2025Q4: 4,247 shares; 2026Q1: 5,420 shares; 2026Q2: 3,710 shares 3,710 $266K 0.07% -1,710 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: not loaded; 2024Q4: not reported; 2025Q1: 7,260 shares; 2025Q2: 7,413 shares; 2025Q3: 7,959 shares; 2025Q4: 9,000 shares; 2026Q1: 8,596 shares; 2026Q2: 8,288 shares 8,288 $265K 0.07% -308 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,185 shares; 2026Q2: 3,196 shares 3,196 $265K 0.07% +11 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,557 shares 1,557 $264K 0.07% new Timeline FSEP 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 loaded; 2024Q4: 8,591 shares; 2025Q1: 5,545 shares; 2025Q2: 5,023 shares; 2025Q3: 5,023 shares; 2025Q4: 5,017 shares; 2026Q1: 4,995 shares; 2026Q2: 4,781 shares 4,781 $263K 0.07% -214 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 loaded; 2024Q4: not reported; 2025Q1: 6,552 shares; 2025Q2: 5,329 shares; 2025Q3: 4,249 shares; 2025Q4: 3,248 shares; 2026Q1: 3,248 shares; 2026Q2: 3,248 shares 3,248 $263K 0.07% 0 Timeline FOCT 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 loaded; 2024Q4: 4,980 shares; 2025Q1: 4,980 shares; 2025Q2: 4,980 shares; 2025Q3: 4,980 shares; 2025Q4: 4,980 shares; 2026Q1: 4,980 shares; 2026Q2: 4,980 shares 4,980 $260K 0.07% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,628 shares; 2025Q4: 4,966 shares; 2026Q1: 5,028 shares; 2026Q2: 4,591 shares 4,591 $259K 0.07% -437 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: not loaded; 2024Q4: 9,013 shares; 2025Q1: 8,980 shares; 2025Q2: 5,933 shares; 2025Q3: 5,069 shares; 2025Q4: 5,086 shares; 2026Q1: 5,169 shares; 2026Q2: 5,187 shares 5,187 $258K 0.07% +18 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,681 shares; 2025Q1: 3,646 shares; 2025Q2: 3,426 shares; 2025Q3: 3,467 shares; 2025Q4: 2,834 shares; 2026Q1: 2,916 shares; 2026Q2: 2,976 shares 2,976 $257K 0.07% +60 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,122 shares 5,122 $255K 0.07% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,338 shares 4,338 $251K 0.07% new Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,903 shares 3,903 $250K 0.07% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,364 shares; 2026Q2: 391 shares 391 $250K 0.07% -973 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,568 shares 1,568 $243K 0.07% new Timeline RCTR 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,210 shares; 2026Q2: 7,210 shares 7,210 $243K 0.07% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,282 shares; 2025Q1: 14,944 shares; 2025Q2: 11,428 shares; 2025Q3: 11,496 shares; 2025Q4: 10,518 shares; 2026Q1: 10,488 shares; 2026Q2: 10,076 shares 10,076 $243K 0.07% -412 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,815 shares; 2025Q3: 3,188 shares; 2025Q4: 3,536 shares; 2026Q1: 3,322 shares; 2026Q2: 2,866 shares 2,866 $243K 0.07% -456 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,573 shares 1,573 $242K 0.07% new Timeline XLB 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,753 shares 4,753 $242K 0.07% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,051 shares; 2025Q1: 2,295 shares; 2025Q2: 2,438 shares; 2025Q3: 1,744 shares; 2025Q4: 1,686 shares; 2026Q1: 1,676 shares; 2026Q2: 1,300 shares 1,300 $240K 0.07% -376 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,008 shares 2,008 $238K 0.06% new Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,031 shares; 2026Q2: 4,031 shares 4,031 $238K 0.06% 0 Timeline XBIL 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,748 shares 4,748 $237K 0.06% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,027 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,190 shares; 2025Q4: 5,486 shares; 2026Q1: not reported; 2026Q2: 4,940 shares 4,940 $237K 0.06% new Timeline SPUU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,095 shares 1,095 $236K 0.06% new Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,125 shares 1,125 $234K 0.06% new Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,914 shares; 2025Q3: 5,836 shares; 2025Q4: 5,836 shares; 2026Q1: 5,610 shares; 2026Q2: 5,436 shares 5,436 $226K 0.06% -174 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,281 shares 1,281 $225K 0.06% new Timeline FDEC 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 loaded; 2024Q4: 24,884 shares; 2025Q1: 24,453 shares; 2025Q2: 23,670 shares; 2025Q3: 16,629 shares; 2025Q4: 3,964 shares; 2026Q1: 4,040 shares; 2026Q2: 4,038 shares 4,038 $220K 0.06% -2 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,282 shares 2,282 $219K 0.06% new Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,807 shares; 2025Q3: 4,529 shares; 2025Q4: 5,322 shares; 2026Q1: 5,489 shares; 2026Q2: 4,595 shares 4,595 $217K 0.06% -894 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,702 shares; 2026Q1: 1,732 shares; 2026Q2: 1,703 shares 1,703 $215K 0.06% -29 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,873 shares 1,873 $211K 0.06% new Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,452 shares 1,452 $211K 0.06% new Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,661 shares 6,661 $211K 0.06% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 487 shares 487 $210K 0.06% new 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: not loaded; 2024Q4: 2,856 shares; 2025Q1: 1,594 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 688 shares 688 $207K 0.06% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,451 shares 1,451 $206K 0.06% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 870 shares; 2025Q1: 862 shares; 2025Q2: 926 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,030 shares; 2026Q2: 929 shares 929 $205K 0.06% -101 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 752 shares 752 $201K 0.05% new 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 loaded; 2024Q4: 8,268 shares; 2025Q1: 7,892 shares; 2025Q2: 7,337 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,543 shares 3,543 $200K 0.05% new Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 31,877 shares; 2025Q1: 31,927 shares; 2025Q2: 31,927 shares; 2025Q3: 37,077 shares; 2025Q4: 37,177 shares; 2026Q1: 36,877 shares; 2026Q2: 36,877 shares 36,877 $187K 0.05% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,584 shares; 2025Q1: 5,354 shares; 2025Q2: 7,052 shares; 2025Q3: 7,463 shares; 2025Q4: 7,788 shares; 2026Q1: 1,981 shares; 2026Q2: 1,377 shares 1,377 $162K 0.04% -604 Timeline CLOV CLOVER HEALTH INVESTMENTS CO More: the full row for CLOVER HEALTH INVESTMENTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,200 shares; 2025Q1: 20,200 shares; 2025Q2: 20,200 shares; 2025Q3: 20,200 shares; 2025Q4: 20,200 shares; 2026Q1: 20,200 shares; 2026Q2: 20,200 shares 20,200 $106K 0.03% 0 Timeline