QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 437,769 shares; 2024Q4: 454,955 shares; 2025Q1: 484,702 shares; 2025Q2: 496,946 shares; 2025Q3: 505,170 shares; 2025Q4: 507,751 shares; 2026Q1: 502,864 shares; 2026Q2: 513,557 shares 513,557 $113M 11.25% +10,693 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: 657,248 shares; 2024Q4: 2,021,759 shares; 2025Q1: 2,073,100 shares; 2025Q2: 2,032,073 shares; 2025Q3: 1,990,249 shares; 2025Q4: 1,955,537 shares; 2026Q1: 1,945,292 shares; 2026Q2: 1,953,598 shares 1,953,598 $61.9M 6.19% +8,306 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,669 shares; 2024Q4: 182,924 shares; 2025Q1: 185,818 shares; 2025Q2: 184,727 shares; 2025Q3: 188,677 shares; 2025Q4: 195,818 shares; 2026Q1: 200,635 shares; 2026Q2: 200,595 shares 200,595 $47.5M 4.74% -40 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: 133,404 shares; 2024Q4: 134,741 shares; 2025Q1: 134,972 shares; 2025Q2: 132,520 shares; 2025Q3: 132,253 shares; 2025Q4: 130,295 shares; 2026Q1: 137,531 shares; 2026Q2: 138,692 shares 138,692 $40.1M 4.01% +1,161 Timeline SPGP 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: 275,817 shares; 2024Q4: 311,312 shares; 2025Q1: 354,389 shares; 2025Q2: 346,178 shares; 2025Q3: 344,943 shares; 2025Q4: 335,500 shares; 2026Q1: 340,836 shares; 2026Q2: 327,925 shares 327,925 $40.1M 4% -12,911 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: 204,095 shares; 2024Q4: 203,459 shares; 2025Q1: 199,531 shares; 2025Q2: 198,745 shares; 2025Q3: 196,402 shares; 2025Q4: 191,639 shares; 2026Q1: 192,311 shares; 2026Q2: 187,403 shares 187,403 $39.9M 3.98% -4,908 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,877 shares; 2024Q4: 220,374 shares; 2025Q1: 299,775 shares; 2025Q2: 334,379 shares; 2025Q3: 341,850 shares; 2025Q4: 349,177 shares; 2026Q1: 375,339 shares; 2026Q2: 398,575 shares 398,575 $38.1M 3.81% +23,236 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 653,391 shares; 2024Q4: 700,670 shares; 2025Q1: 714,829 shares; 2025Q2: 711,727 shares; 2025Q3: 724,927 shares; 2025Q4: 741,142 shares; 2026Q1: 768,519 shares; 2026Q2: 799,598 shares 799,598 $37.5M 3.74% +31,079 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 832,015 shares; 2024Q4: 883,880 shares; 2025Q1: 868,425 shares; 2025Q2: 885,861 shares; 2025Q3: 899,040 shares; 2025Q4: 926,744 shares; 2026Q1: 988,036 shares; 2026Q2: 1,016,250 shares 1,016,250 $34.3M 3.42% +28,214 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 629,355 shares; 2024Q4: 711,401 shares; 2025Q1: 669,232 shares; 2025Q2: 664,849 shares; 2025Q3: 677,420 shares; 2025Q4: 732,998 shares; 2026Q1: 779,785 shares; 2026Q2: 781,736 shares 781,736 $32.4M 3.24% +1,951 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 289,897 shares; 2025Q3: 524,856 shares; 2025Q4: 648,561 shares; 2026Q1: 712,988 shares; 2026Q2: 816,706 shares 816,706 $27.6M 2.76% +103,718 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 487,223 shares; 2024Q4: 477,933 shares; 2025Q1: 441,111 shares; 2025Q2: 441,385 shares; 2025Q3: 440,223 shares; 2025Q4: 447,563 shares; 2026Q1: 476,503 shares; 2026Q2: 517,003 shares 517,003 $25.6M 2.56% +40,500 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201,210 shares; 2024Q4: 199,981 shares; 2025Q1: 204,854 shares; 2025Q2: 212,224 shares; 2025Q3: 228,966 shares; 2025Q4: 243,410 shares; 2026Q1: 288,104 shares; 2026Q2: 299,667 shares 299,667 $24.3M 2.43% +11,563 Timeline FNDF 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: 424,456 shares; 2024Q4: 414,991 shares; 2025Q1: 381,000 shares; 2025Q2: 376,251 shares; 2025Q3: 378,674 shares; 2025Q4: 391,467 shares; 2026Q1: 414,982 shares; 2026Q2: 451,265 shares 451,265 $23.8M 2.38% +36,283 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 310,752 shares; 2024Q4: 415,227 shares; 2025Q1: 519,549 shares; 2025Q2: 552,880 shares; 2025Q3: 587,331 shares; 2025Q4: 615,543 shares; 2026Q1: 669,176 shares; 2026Q2: 690,639 shares 690,639 $20.2M 2.02% +21,463 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 389,243 shares; 2024Q4: 456,461 shares; 2025Q1: 514,756 shares; 2025Q2: 526,422 shares; 2025Q3: 519,430 shares; 2025Q4: 526,120 shares; 2026Q1: 536,169 shares; 2026Q2: 492,358 shares 492,358 $19.4M 1.94% -43,811 Timeline VIGI 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: 187,888 shares; 2024Q4: 179,230 shares; 2025Q1: 168,986 shares; 2025Q2: 170,741 shares; 2025Q3: 169,310 shares; 2025Q4: 174,488 shares; 2026Q1: 186,482 shares; 2026Q2: 197,383 shares 197,383 $18.4M 1.84% +10,901 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 381,533 shares; 2024Q4: 350,160 shares; 2025Q1: 318,466 shares; 2025Q2: 304,366 shares; 2025Q3: 301,603 shares; 2025Q4: 306,566 shares; 2026Q1: 336,833 shares; 2026Q2: 372,715 shares 372,715 $18.3M 1.83% +35,882 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,894 shares; 2024Q4: 22,277 shares; 2025Q1: 23,133 shares; 2025Q2: 23,850 shares; 2025Q3: 23,873 shares; 2025Q4: 24,546 shares; 2026Q1: 23,719 shares; 2026Q2: 23,788 shares 23,788 $17.8M 1.77% +69 Timeline SJNK 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: 573,931 shares; 2024Q4: 706,526 shares; 2025Q1: 804,101 shares; 2025Q2: 842,349 shares; 2025Q3: 868,000 shares; 2025Q4: 839,936 shares; 2026Q1: 744,257 shares; 2026Q2: 670,023 shares 670,023 $16.8M 1.67% -74,234 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: 68,825 shares; 2024Q4: 77,365 shares; 2025Q1: 81,027 shares; 2025Q2: 77,993 shares; 2025Q3: 78,515 shares; 2025Q4: 78,296 shares; 2026Q1: 83,351 shares; 2026Q2: 82,044 shares 82,044 $16.4M 1.64% -1,307 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: 17,356 shares; 2024Q4: 18,329 shares; 2025Q1: 17,358 shares; 2025Q2: 17,395 shares; 2025Q3: 17,387 shares; 2025Q4: 17,413 shares; 2026Q1: 17,471 shares; 2026Q2: 16,641 shares 16,641 $12.3M 1.22% -830 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,731 shares; 2024Q4: 87,380 shares; 2025Q1: 90,288 shares; 2025Q2: 86,295 shares; 2025Q3: 84,825 shares; 2025Q4: 84,591 shares; 2026Q1: 107,093 shares; 2026Q2: 97,692 shares 97,692 $10.2M 1.01% -9,401 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,727 shares; 2025Q4: 37,210 shares; 2026Q1: 86,428 shares; 2026Q2: 125,340 shares 125,340 $9.72M 0.97% +38,912 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: 18,952 shares; 2024Q4: 23,798 shares; 2025Q1: 24,443 shares; 2025Q2: 21,050 shares; 2025Q3: 21,560 shares; 2025Q4: 22,905 shares; 2026Q1: 25,725 shares; 2026Q2: 25,262 shares 25,262 $9.42M 0.94% -463 Timeline CALF 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: 415,843 shares; 2024Q4: 444,301 shares; 2025Q1: 384,417 shares; 2025Q2: 289,065 shares; 2025Q3: 238,585 shares; 2025Q4: 210,377 shares; 2026Q1: 180,235 shares; 2026Q2: 173,595 shares 173,595 $8.79M 0.88% -6,640 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: 24,780 shares; 2024Q4: 29,221 shares; 2025Q1: 29,145 shares; 2025Q2: 27,116 shares; 2025Q3: 27,464 shares; 2025Q4: 29,460 shares; 2026Q1: 32,796 shares; 2026Q2: 36,786 shares 36,786 $8.77M 0.88% +3,990 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: 12,566 shares; 2024Q4: 13,401 shares; 2025Q1: 13,851 shares; 2025Q2: 14,004 shares; 2025Q3: 14,308 shares; 2025Q4: 14,677 shares; 2026Q1: 15,267 shares; 2026Q2: 15,223 shares 15,223 $7.62M 0.76% -44 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,189 shares; 2024Q4: 85,721 shares; 2025Q1: 78,102 shares; 2025Q2: 62,870 shares; 2025Q3: 62,873 shares; 2025Q4: 174,653 shares; 2026Q1: 220,612 shares; 2026Q2: 150,222 shares 150,222 $7.6M 0.76% -70,390 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: 11,163 shares; 2024Q4: 13,456 shares; 2025Q1: 14,192 shares; 2025Q2: 14,204 shares; 2025Q3: 15,162 shares; 2025Q4: 15,274 shares; 2026Q1: 16,161 shares; 2026Q2: 18,322 shares 18,322 $6.92M 0.69% +2,161 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: 5,957 shares; 2024Q4: 11,972 shares; 2025Q1: 12,303 shares; 2025Q2: 8,383 shares; 2025Q3: 8,926 shares; 2025Q4: 10,843 shares; 2026Q1: 14,800 shares; 2026Q2: 17,727 shares 17,727 $6.34M 0.63% +2,927 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 443,217 shares; 2024Q4: 525,576 shares; 2025Q1: 461,801 shares; 2025Q2: 397,326 shares; 2025Q3: 367,399 shares; 2025Q4: 360,571 shares; 2026Q1: 353,732 shares; 2026Q2: 341,178 shares 341,178 $6.1M 0.61% -12,554 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,778 shares; 2024Q4: 7,224 shares; 2025Q1: 7,243 shares; 2025Q2: 6,520 shares; 2025Q3: 6,539 shares; 2025Q4: 6,585 shares; 2026Q1: 6,867 shares; 2026Q2: 7,299 shares 7,299 $5.47M 0.55% +432 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,724 shares; 2024Q4: 92,208 shares; 2025Q1: 93,631 shares; 2025Q2: 115,985 shares; 2025Q3: 117,443 shares; 2025Q4: 119,376 shares; 2026Q1: 133,768 shares; 2026Q2: 139,438 shares 139,438 $5.13M 0.51% +5,670 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,496 shares; 2024Q4: 77,336 shares; 2025Q1: 77,433 shares; 2025Q2: 67,814 shares; 2025Q3: 67,940 shares; 2025Q4: 68,012 shares; 2026Q1: 68,082 shares; 2026Q2: 68,187 shares 68,187 $4.99M 0.5% +105 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: 24,994 shares; 2024Q4: 15,444 shares; 2025Q1: 17,109 shares; 2025Q2: 17,725 shares; 2025Q3: 17,055 shares; 2025Q4: 12,377 shares; 2026Q1: 9,617 shares; 2026Q2: 30,459 shares 30,459 $4.25M 0.42% +20,842 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,791 shares; 2024Q4: 10,852 shares; 2025Q1: 10,887 shares; 2025Q2: 10,887 shares; 2025Q3: 10,909 shares; 2025Q4: 11,949 shares; 2026Q1: 11,051 shares; 2026Q2: 11,079 shares 11,079 $4.1M 0.41% +28 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: 181,172 shares; 2024Q4: 181,632 shares; 2025Q1: 182,047 shares; 2025Q2: 188,309 shares; 2025Q3: 187,552 shares; 2025Q4: 188,175 shares; 2026Q1: 197,157 shares; 2026Q2: 201,504 shares 201,504 $3.85M 0.38% +4,347 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,105 shares; 2024Q4: 91,043 shares; 2025Q1: 93,922 shares; 2025Q2: 93,616 shares; 2025Q3: 92,806 shares; 2025Q4: 93,710 shares; 2026Q1: 88,204 shares; 2026Q2: 88,991 shares 88,991 $3.6M 0.36% +787 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,000 shares; 2024Q4: 94,095 shares; 2025Q1: 94,030 shares; 2025Q2: 93,500 shares; 2025Q3: 93,310 shares; 2025Q4: 93,320 shares; 2026Q1: 93,915 shares; 2026Q2: 93,520 shares 93,520 $3.18M 0.32% -395 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: 3,078 shares; 2024Q4: 5,963 shares; 2025Q1: 5,485 shares; 2025Q2: 5,023 shares; 2025Q3: 5,088 shares; 2025Q4: 5,193 shares; 2026Q1: 6,221 shares; 2026Q2: 6,449 shares 6,449 $3.08M 0.31% +228 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,384 shares; 2024Q4: 90,558 shares; 2025Q1: 83,577 shares; 2025Q2: 82,254 shares; 2025Q3: 80,923 shares; 2025Q4: 81,886 shares; 2026Q1: 81,752 shares; 2026Q2: 81,218 shares 81,218 $2.94M 0.29% -534 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: 22,341 shares; 2024Q4: 23,420 shares; 2025Q1: 19,756 shares; 2025Q2: 19,796 shares; 2025Q3: 19,592 shares; 2025Q4: 20,303 shares; 2026Q1: 20,135 shares; 2026Q2: 21,313 shares 21,313 $2.91M 0.29% +1,178 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,278 shares; 2024Q4: 31,912 shares; 2025Q1: 32,476 shares; 2025Q2: 33,676 shares; 2025Q3: 33,844 shares; 2025Q4: 44,734 shares; 2026Q1: 45,575 shares; 2026Q2: 48,413 shares 48,413 $2.73M 0.27% +2,838 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 821 shares; 2025Q1: 765 shares; 2025Q2: 752 shares; 2025Q3: 802 shares; 2025Q4: 1,570 shares; 2026Q1: 1,372 shares; 2026Q2: 2,242 shares 2,242 $2.63M 0.26% +870 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,879 shares; 2025Q3: 1,881 shares; 2025Q4: 2,119 shares; 2026Q1: 2,253 shares; 2026Q2: 2,257 shares 2,257 $2.6M 0.26% +4 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,443 shares; 2024Q4: 125,843 shares; 2025Q1: 104,081 shares; 2025Q2: 100,163 shares; 2025Q3: 100,953 shares; 2025Q4: 101,712 shares; 2026Q1: 101,050 shares; 2026Q2: 91,676 shares 91,676 $2.54M 0.25% -9,374 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: 5,457 shares; 2024Q4: 8,830 shares; 2025Q1: 8,253 shares; 2025Q2: 6,064 shares; 2025Q3: 6,138 shares; 2025Q4: 6,241 shares; 2026Q1: 7,159 shares; 2026Q2: 7,710 shares 7,710 $2.52M 0.25% +551 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 306,362 shares; 2024Q4: 223,255 shares; 2025Q1: 194,977 shares; 2025Q2: 129,043 shares; 2025Q3: 104,636 shares; 2025Q4: 62,065 shares; 2026Q1: 59,413 shares; 2026Q2: 56,809 shares 56,809 $2.48M 0.25% -2,604 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,814 shares; 2024Q4: not reported; 2025Q1: 3,916 shares; 2025Q2: 10,098 shares; 2025Q3: 14,173 shares; 2025Q4: 36,524 shares; 2026Q1: 40,419 shares; 2026Q2: 43,221 shares 43,221 $2.27M 0.23% +2,802 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,199 shares; 2024Q4: 5,587 shares; 2025Q1: 5,811 shares; 2025Q2: 5,757 shares; 2025Q3: 5,732 shares; 2025Q4: 6,202 shares; 2026Q1: 4,924 shares; 2026Q2: 5,123 shares 5,123 $2.15M 0.22% +199 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: 4,336 shares; 2024Q4: 4,257 shares; 2025Q1: 4,822 shares; 2025Q2: 4,424 shares; 2025Q3: 4,441 shares; 2025Q4: 5,334 shares; 2026Q1: 6,142 shares; 2026Q2: 5,942 shares 5,942 $2.1M 0.21% -200 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,781 shares; 2024Q4: 15,864 shares; 2025Q1: 15,983 shares; 2025Q2: 16,000 shares; 2025Q3: 16,045 shares; 2025Q4: 17,434 shares; 2026Q1: 17,487 shares; 2026Q2: 22,309 shares 22,309 $2.06M 0.21% +4,822 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: 16,070 shares; 2024Q4: 17,247 shares; 2025Q1: 17,742 shares; 2025Q2: 16,103 shares; 2025Q3: 15,838 shares; 2025Q4: 15,648 shares; 2026Q1: 15,576 shares; 2026Q2: 15,202 shares 15,202 $2.06M 0.21% -374 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: 430 shares; 2024Q4: 632 shares; 2025Q1: 701 shares; 2025Q2: 592 shares; 2025Q3: 655 shares; 2025Q4: 915 shares; 2026Q1: 1,184 shares; 2026Q2: 1,693 shares 1,693 $2.03M 0.2% +509 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,282 shares; 2025Q1: 6,314 shares; 2025Q2: 6,006 shares; 2025Q3: 6,009 shares; 2025Q4: 6,012 shares; 2026Q1: 6,061 shares; 2026Q2: 6,771 shares 6,771 $2.02M 0.2% +710 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: 3,685 shares; 2024Q4: 4,950 shares; 2025Q1: 4,653 shares; 2025Q2: 3,874 shares; 2025Q3: 4,071 shares; 2025Q4: 4,515 shares; 2026Q1: 6,185 shares; 2026Q2: 7,616 shares 7,616 $1.93M 0.19% +1,431 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,081 shares; 2024Q4: 14,567 shares; 2025Q1: 13,587 shares; 2025Q2: 13,487 shares; 2025Q3: 13,456 shares; 2025Q4: 13,665 shares; 2026Q1: 13,805 shares; 2026Q2: 16,403 shares 16,403 $1.91M 0.19% +2,598 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,957 shares; 2024Q4: 20,816 shares; 2025Q1: 19,480 shares; 2025Q2: 19,528 shares; 2025Q3: 19,522 shares; 2025Q4: 19,379 shares; 2026Q1: 18,983 shares; 2026Q2: 18,933 shares 18,933 $1.83M 0.18% -50 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,351 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 4,053 shares; 2026Q1: 4,078 shares; 2026Q2: 4,056 shares 4,056 $1.78M 0.18% -22 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: 1,667 shares; 2024Q4: 2,065 shares; 2025Q1: 1,811 shares; 2025Q2: 1,862 shares; 2025Q3: 1,845 shares; 2025Q4: 1,884 shares; 2026Q1: 2,176 shares; 2026Q2: 2,254 shares 2,254 $1.72M 0.17% +78 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: 8,607 shares; 2024Q4: 10,895 shares; 2025Q1: 11,263 shares; 2025Q2: 9,751 shares; 2025Q3: 10,044 shares; 2025Q4: 11,125 shares; 2026Q1: 13,816 shares; 2026Q2: 14,487 shares 14,487 $1.64M 0.16% +671 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,149 shares; 2025Q4: 16,149 shares; 2026Q1: 16,149 shares; 2026Q2: 16,149 shares 16,149 $1.61M 0.16% 0 Timeline FNDA 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: 18,247 shares; 2024Q4: 36,665 shares; 2025Q1: 36,701 shares; 2025Q2: 36,751 shares; 2025Q3: 36,819 shares; 2025Q4: 36,912 shares; 2026Q1: 39,672 shares; 2026Q2: 39,730 shares 39,730 $1.51M 0.15% +58 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: 1,024 shares; 2024Q4: 1,775 shares; 2025Q1: 1,970 shares; 2025Q2: 1,783 shares; 2025Q3: 1,455 shares; 2025Q4: 1,747 shares; 2026Q1: 2,597 shares; 2026Q2: 2,598 shares 2,598 $1.46M 0.15% +1 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: 8,844 shares; 2024Q4: 10,162 shares; 2025Q1: 10,115 shares; 2025Q2: 8,968 shares; 2025Q3: 9,042 shares; 2025Q4: 10,661 shares; 2026Q1: 11,411 shares; 2026Q2: 12,446 shares 12,446 $1.46M 0.15% +1,035 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,550 shares; 2025Q1: 1,427 shares; 2025Q2: 1,326 shares; 2025Q3: 1,407 shares; 2025Q4: 4,323 shares; 2026Q1: 3,473 shares; 2026Q2: 3,893 shares 3,893 $1.45M 0.15% +420 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: 4,584 shares; 2024Q4: 4,648 shares; 2025Q1: 4,453 shares; 2025Q2: 5,049 shares; 2025Q3: 4,417 shares; 2025Q4: 4,590 shares; 2026Q1: 4,794 shares; 2026Q2: 5,054 shares 5,054 $1.42M 0.14% +260 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: 2,341 shares; 2024Q4: 2,391 shares; 2025Q1: 2,526 shares; 2025Q2: 2,506 shares; 2025Q3: 2,537 shares; 2025Q4: 2,639 shares; 2026Q1: 2,567 shares; 2026Q2: 2,637 shares 2,637 $1.35M 0.14% +70 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,380 shares; 2025Q4: 31,666 shares; 2026Q1: 31,738 shares; 2026Q2: 31,744 shares 31,744 $1.35M 0.13% +6 Timeline BSV 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: 43,749 shares; 2024Q4: 38,026 shares; 2025Q1: 46,308 shares; 2025Q2: 39,498 shares; 2025Q3: 37,982 shares; 2025Q4: 35,779 shares; 2026Q1: 21,046 shares; 2026Q2: 17,044 shares 17,044 $1.33M 0.13% -4,002 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,224 shares; 2025Q1: not reported; 2025Q2: 885 shares; 2025Q3: 891 shares; 2025Q4: 894 shares; 2026Q1: 1,857 shares; 2026Q2: 2,021 shares 2,021 $1.33M 0.13% +164 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: 3,647 shares; 2024Q4: 3,760 shares; 2025Q1: 2,845 shares; 2025Q2: 2,965 shares; 2025Q3: 3,038 shares; 2025Q4: 3,245 shares; 2026Q1: 4,177 shares; 2026Q2: 5,209 shares 5,209 $1.31M 0.13% +1,032 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,169 shares; 2024Q4: 34,177 shares; 2025Q1: 34,184 shares; 2025Q2: 34,191 shares; 2025Q3: 38,198 shares; 2025Q4: 50,961 shares; 2026Q1: 51,643 shares; 2026Q2: 51,649 shares 51,649 $1.3M 0.13% +6 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73,039 shares; 2026Q2: 73,456 shares 73,456 $1.3M 0.13% +417 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,032 shares; 2024Q4: 2,188 shares; 2025Q1: 2,225 shares; 2025Q2: 2,174 shares; 2025Q3: 2,241 shares; 2025Q4: 2,211 shares; 2026Q1: 2,398 shares; 2026Q2: 3,801 shares 3,801 $1.3M 0.13% +1,403 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,102 shares; 2024Q4: 1,784 shares; 2025Q1: 1,111 shares; 2025Q2: 947 shares; 2025Q3: 999 shares; 2025Q4: 984 shares; 2026Q1: 944 shares; 2026Q2: 1,882 shares 1,882 $1.29M 0.13% +938 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,545 shares; 2024Q4: 91,465 shares; 2025Q1: 91,662 shares; 2025Q2: 91,882 shares; 2025Q3: 92,079 shares; 2025Q4: 92,064 shares; 2026Q1: 92,233 shares; 2026Q2: 92,418 shares 92,418 $1.29M 0.13% +185 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,550 shares; 2026Q1: 21,817 shares; 2026Q2: 21,886 shares 21,886 $1.22M 0.12% +69 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: 12,747 shares; 2024Q4: 13,324 shares; 2025Q1: 12,995 shares; 2025Q2: 12,742 shares; 2025Q3: 13,530 shares; 2025Q4: 12,555 shares; 2026Q1: 14,104 shares; 2026Q2: 13,624 shares 13,624 $1.18M 0.12% -480 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: 6,688 shares; 2024Q4: 7,591 shares; 2025Q1: 7,408 shares; 2025Q2: 7,571 shares; 2025Q3: 7,525 shares; 2025Q4: 8,329 shares; 2026Q1: 12,054 shares; 2026Q2: 14,291 shares 14,291 $1.16M 0.12% +2,237 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,764 shares 11,764 $1.16M 0.12% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,276 shares; 2024Q4: 7,260 shares; 2025Q1: 6,552 shares; 2025Q2: 7,112 shares; 2025Q3: 7,107 shares; 2025Q4: 7,807 shares; 2026Q1: 8,473 shares; 2026Q2: 8,945 shares 8,945 $1.15M 0.11% +472 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,298 shares; 2024Q4: 32,329 shares; 2025Q1: 30,798 shares; 2025Q2: 22,431 shares; 2025Q3: 22,431 shares; 2025Q4: 22,431 shares; 2026Q1: 22,437 shares; 2026Q2: 22,437 shares 22,437 $1.13M 0.11% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,412 shares; 2024Q4: 22,457 shares; 2025Q1: 22,642 shares; 2025Q2: 22,537 shares; 2025Q3: 22,601 shares; 2025Q4: 22,726 shares; 2026Q1: 22,907 shares; 2026Q2: 21,615 shares 21,615 $1.11M 0.11% -1,292 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 28,823 shares; 2025Q1: 30,156 shares; 2025Q2: 40,489 shares; 2025Q3: 41,266 shares; 2025Q4: 41,957 shares; 2026Q1: 42,899 shares; 2026Q2: 48,566 shares 48,566 $1.09M 0.11% +5,667 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,454 shares; 2026Q1: 1,568 shares; 2026Q2: 1,868 shares 1,868 $1.09M 0.11% +300 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: 3,994 shares; 2024Q4: 3,813 shares; 2025Q1: 4,566 shares; 2025Q2: 4,691 shares; 2025Q3: 4,781 shares; 2025Q4: 4,998 shares; 2026Q1: 5,456 shares; 2026Q2: 5,800 shares 5,800 $1.05M 0.1% +344 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: 866 shares; 2024Q4: 897 shares; 2025Q1: 902 shares; 2025Q2: 943 shares; 2025Q3: 946 shares; 2025Q4: 930 shares; 2026Q1: 1,126 shares; 2026Q2: 1,110 shares 1,110 $1.04M 0.1% -16 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: 21,308 shares; 2024Q4: 19,321 shares; 2025Q1: 14,911 shares; 2025Q2: 18,326 shares; 2025Q3: 18,283 shares; 2025Q4: 42,092 shares; 2026Q1: 10,863 shares; 2026Q2: 10,702 shares 10,702 $981K 0.1% -161 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,873 shares; 2024Q4: 47,528 shares; 2025Q1: 47,548 shares; 2025Q2: 8,933 shares; 2025Q3: 8,952 shares; 2025Q4: 8,974 shares; 2026Q1: 12,697 shares; 2026Q2: 12,717 shares 12,717 $981K 0.1% +20 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,788 shares; 2024Q4: 7,582 shares; 2025Q1: 7,686 shares; 2025Q2: 8,303 shares; 2025Q3: 8,508 shares; 2025Q4: 9,385 shares; 2026Q1: 16,050 shares; 2026Q2: 17,206 shares 17,206 $980K 0.1% +1,156 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: 921 shares; 2024Q4: 1,971 shares; 2025Q1: 1,848 shares; 2025Q2: 1,469 shares; 2025Q3: 1,515 shares; 2025Q4: 1,851 shares; 2026Q1: 2,767 shares; 2026Q2: 2,841 shares 2,841 $975K 0.1% +74 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: 11,718 shares; 2024Q4: 11,720 shares; 2025Q1: 11,720 shares; 2025Q2: 11,721 shares; 2025Q3: 11,720 shares; 2025Q4: 11,705 shares; 2026Q1: 11,705 shares; 2026Q2: 11,706 shares 11,706 $970K 0.1% +1 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: 2,600 shares; 2024Q4: 3,204 shares; 2025Q1: 3,125 shares; 2025Q2: 2,853 shares; 2025Q3: 3,521 shares; 2025Q4: 3,579 shares; 2026Q1: 4,344 shares; 2026Q2: 4,628 shares 4,628 $967K 0.1% +284 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 833 shares; 2024Q4: 834 shares; 2025Q1: 836 shares; 2025Q2: 838 shares; 2025Q3: 839 shares; 2025Q4: 841 shares; 2026Q1: 842 shares; 2026Q2: 844 shares 844 $963K 0.1% +2 Timeline NBHC NATIONAL BK HLDGS CORP More: the full row for NATIONAL BK HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,191 shares; 2026Q2: 21,191 shares 21,191 $942K 0.09% -7,000 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: 3,390 shares; 2024Q4: 4,412 shares; 2025Q1: 4,924 shares; 2025Q2: 4,334 shares; 2025Q3: 4,760 shares; 2025Q4: 4,380 shares; 2026Q1: 5,165 shares; 2026Q2: 5,626 shares 5,626 $933K 0.09% +461 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 reported; 2024Q4: 1,223 shares; 2025Q1: 1,225 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,067 shares; 2026Q2: 3,067 shares 3,067 $930K 0.09% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,861 shares; 2026Q2: 11,444 shares 11,444 $922K 0.09% +8,583 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,372 shares 1,372 $879K 0.09% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,452 shares; 2026Q2: 10,453 shares 10,453 $875K 0.09% +1 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,236 shares; 2024Q4: 53,834 shares; 2025Q1: 55,766 shares; 2025Q2: 69,038 shares; 2025Q3: 70,896 shares; 2025Q4: 72,721 shares; 2026Q1: 74,468 shares; 2026Q2: 76,372 shares 76,372 $832K 0.08% +1,904 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 90,060 shares; 2026Q1: 90,060 shares; 2026Q2: 90,060 shares 90,060 $830K 0.08% 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: 872 shares; 2024Q4: 1,012 shares; 2025Q1: 1,067 shares; 2025Q2: 1,018 shares; 2025Q3: 1,029 shares; 2025Q4: 10,580 shares; 2026Q1: 11,480 shares; 2026Q2: 11,367 shares 11,367 $812K 0.08% -113 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,710 shares; 2024Q4: 4,718 shares; 2025Q1: 4,730 shares; 2025Q2: 4,745 shares; 2025Q3: 4,756 shares; 2025Q4: 4,765 shares; 2026Q1: 4,777 shares; 2026Q2: 4,785 shares 4,785 $783K 0.08% +8 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,447 shares; 2026Q2: 9,447 shares 9,447 $781K 0.08% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,674 shares; 2024Q4: 2,674 shares; 2025Q1: 2,634 shares; 2025Q2: 2,366 shares; 2025Q3: 2,306 shares; 2025Q4: 2,287 shares; 2026Q1: 2,287 shares; 2026Q2: 2,113 shares 2,113 $778K 0.08% -174 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: 2,365 shares; 2024Q4: 4,901 shares; 2025Q1: 4,980 shares; 2025Q2: 2,581 shares; 2025Q3: 2,020 shares; 2025Q4: 2,439 shares; 2026Q1: 2,434 shares; 2026Q2: 2,604 shares 2,604 $776K 0.08% +170 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: 2,098 shares; 2024Q4: 2,780 shares; 2025Q1: 2,621 shares; 2025Q2: 1,861 shares; 2025Q3: 1,824 shares; 2025Q4: 1,936 shares; 2026Q1: 2,057 shares; 2026Q2: 2,105 shares 2,105 $762K 0.08% +48 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.07% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 7,517 shares; 2026Q1: 7,500 shares; 2026Q2: 7,500 shares 7,500 $747K 0.07% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,189 shares; 2024Q4: 14,228 shares; 2025Q1: 12,264 shares; 2025Q2: 12,315 shares; 2025Q3: 12,353 shares; 2025Q4: 12,393 shares; 2026Q1: 12,478 shares; 2026Q2: 12,105 shares 12,105 $744K 0.07% -373 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,830 shares; 2026Q2: 10,830 shares 10,830 $741K 0.07% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 498 shares; 2025Q4: 558 shares; 2026Q1: 632 shares; 2026Q2: 669 shares 669 $712K 0.07% +37 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,876 shares; 2025Q4: 2,443 shares; 2026Q1: 2,315 shares; 2026Q2: 1,650 shares 1,650 $712K 0.07% -665 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,009 shares; 2024Q4: 4,013 shares; 2025Q1: 4,720 shares; 2025Q2: 4,724 shares; 2025Q3: 4,729 shares; 2025Q4: 4,733 shares; 2026Q1: 4,736 shares; 2026Q2: 5,166 shares 5,166 $710K 0.07% +430 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,604 shares; 2024Q4: 1,815 shares; 2025Q1: 1,648 shares; 2025Q2: 1,693 shares; 2025Q3: 1,773 shares; 2025Q4: 1,831 shares; 2026Q1: 1,954 shares; 2026Q2: 1,990 shares 1,990 $702K 0.07% +36 Timeline TDAY USA TODAY CO INC More: the full row for USA TODAY CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,000 shares; 2024Q4: 80,000 shares; 2025Q1: 80,000 shares; 2025Q2: 80,000 shares; 2025Q3: 80,000 shares; 2025Q4: 80,000 shares; 2026Q1: 80,000 shares; 2026Q2: 80,000 shares 80,000 $684K 0.07% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,675 shares; 2025Q1: 22,680 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,517 shares; 2026Q2: 9,517 shares 9,517 $678K 0.07% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,056 shares; 2026Q1: 2,690 shares; 2026Q2: 6,169 shares 6,169 $677K 0.07% +3,479 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,340 shares 2,340 $668K 0.07% new 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: 1,499 shares; 2024Q4: 1,569 shares; 2025Q1: 1,410 shares; 2025Q2: 1,410 shares; 2025Q3: 1,411 shares; 2025Q4: 3,507 shares; 2026Q1: 3,507 shares; 2026Q2: 3,507 shares 3,507 $668K 0.07% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130 shares; 2024Q4: 131 shares; 2025Q1: 134 shares; 2025Q2: 139 shares; 2025Q3: 138 shares; 2025Q4: 140 shares; 2026Q1: 140 shares; 2026Q2: 3,746 shares 3,746 $668K 0.07% +3,606 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,384 shares 6,384 $665K 0.07% new 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: 6,232 shares; 2024Q4: 6,588 shares; 2025Q1: 7,558 shares; 2025Q2: 7,678 shares; 2025Q3: 7,829 shares; 2025Q4: 8,700 shares; 2026Q1: 9,445 shares; 2026Q2: 8,895 shares 8,895 $640K 0.06% -550 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,760 shares; 2024Q4: 12,760 shares; 2025Q1: 12,760 shares; 2025Q2: 12,760 shares; 2025Q3: 12,760 shares; 2025Q4: 43,815 shares; 2026Q1: 43,815 shares; 2026Q2: 43,815 shares 43,815 $637K 0.06% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,211 shares; 2025Q1: 2,347 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,152 shares; 2026Q2: 4,438 shares 4,438 $635K 0.06% +2,286 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: 4,892 shares; 2024Q4: 5,267 shares; 2025Q1: 5,842 shares; 2025Q2: 6,042 shares; 2025Q3: 6,072 shares; 2025Q4: 6,363 shares; 2026Q1: 8,277 shares; 2026Q2: 8,698 shares 8,698 $628K 0.06% +421 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: 1,532 shares; 2024Q4: 1,541 shares; 2025Q1: 2,667 shares; 2025Q2: 2,058 shares; 2025Q3: 2,060 shares; 2025Q4: 2,122 shares; 2026Q1: 2,178 shares; 2026Q2: 2,032 shares 2,032 $616K 0.06% -146 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: 3,150 shares; 2024Q4: 5,220 shares; 2025Q1: 5,975 shares; 2025Q2: 3,869 shares; 2025Q3: 3,884 shares; 2025Q4: 4,579 shares; 2026Q1: 7,010 shares; 2026Q2: 6,964 shares 6,964 $611K 0.06% -46 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,265 shares; 2025Q4: 1,438 shares; 2026Q1: 3,130 shares; 2026Q2: 3,214 shares 3,214 $610K 0.06% +84 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,021 shares; 2024Q4: 2,369 shares; 2025Q1: 2,092 shares; 2025Q2: 2,040 shares; 2025Q3: 3,550 shares; 2025Q4: 3,859 shares; 2026Q1: 4,001 shares; 2026Q2: 5,559 shares 5,559 $598K 0.06% +1,558 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,091 shares; 2024Q4: 1,507 shares; 2025Q1: 1,191 shares; 2025Q2: 1,352 shares; 2025Q3: 1,365 shares; 2025Q4: 1,456 shares; 2026Q1: 1,495 shares; 2026Q2: 1,737 shares 1,737 $588K 0.06% +242 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,719 shares; 2024Q4: 1,791 shares; 2025Q1: 1,817 shares; 2025Q2: 1,799 shares; 2025Q3: 1,799 shares; 2025Q4: 1,825 shares; 2026Q1: 1,841 shares; 2026Q2: 1,864 shares 1,864 $586K 0.06% +23 Timeline JBI JANUS INTERNATIONAL GROUP IN More: the full row for JANUS INTERNATIONAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,926 shares; 2024Q4: 105,144 shares; 2025Q1: 105,144 shares; 2025Q2: 104,926 shares; 2025Q3: 104,926 shares; 2025Q4: 104,926 shares; 2026Q1: 104,926 shares; 2026Q2: 104,926 shares 104,926 $582K 0.06% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 826 shares; 2026Q2: 804 shares 804 $582K 0.06% -22 Timeline LEAD SIREN ETF TR More: the full row for SIREN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,129 shares; 2024Q4: 7,237 shares; 2025Q1: 6,725 shares; 2025Q2: 6,716 shares; 2025Q3: 6,495 shares; 2025Q4: 6,397 shares; 2026Q1: 6,752 shares; 2026Q2: 6,202 shares 6,202 $568K 0.06% -550 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,308 shares; 2026Q2: 1,308 shares 1,308 $567K 0.06% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,313 shares; 2024Q4: 4,163 shares; 2025Q1: 3,795 shares; 2025Q2: 3,219 shares; 2025Q3: 3,188 shares; 2025Q4: 3,317 shares; 2026Q1: 5,270 shares; 2026Q2: 5,353 shares 5,353 $556K 0.06% +83 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,490 shares; 2025Q1: not reported; 2025Q2: 1,663 shares; 2025Q3: 1,689 shares; 2025Q4: 1,686 shares; 2026Q1: 3,102 shares; 2026Q2: 3,105 shares 3,105 $548K 0.05% +3 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,786 shares; 2024Q4: 1,797 shares; 2025Q1: 1,801 shares; 2025Q2: 1,110 shares; 2025Q3: 1,127 shares; 2025Q4: 1,143 shares; 2026Q1: 1,170 shares; 2026Q2: 1,069 shares 1,069 $545K 0.05% -101 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,852 shares; 2025Q2: 2,662 shares; 2025Q3: 2,843 shares; 2025Q4: 3,488 shares; 2026Q1: 6,466 shares; 2026Q2: 6,543 shares 6,543 $541K 0.05% +77 Timeline SPYD 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: 10,710 shares; 2024Q4: 10,848 shares; 2025Q1: 10,951 shares; 2025Q2: 11,070 shares; 2025Q3: 11,194 shares; 2025Q4: 11,194 shares; 2026Q1: 11,194 shares; 2026Q2: 11,194 shares 11,194 $534K 0.05% 0 Timeline IQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,284 shares 4,284 $532K 0.05% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,378 shares; 2024Q4: 2,247 shares; 2025Q1: 2,431 shares; 2025Q2: 1,771 shares; 2025Q3: 1,935 shares; 2025Q4: 1,608 shares; 2026Q1: 2,084 shares; 2026Q2: 3,622 shares 3,622 $531K 0.05% +1,538 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,700 shares; 2024Q4: 1,678 shares; 2025Q1: 1,683 shares; 2025Q2: 1,768 shares; 2025Q3: 1,768 shares; 2025Q4: 1,833 shares; 2026Q1: 1,862 shares; 2026Q2: 1,887 shares 1,887 $530K 0.05% +25 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,700 shares; 2024Q4: 2,715 shares; 2025Q1: 2,730 shares; 2025Q2: 2,715 shares; 2025Q3: 2,735 shares; 2025Q4: 2,762 shares; 2026Q1: 3,360 shares; 2026Q2: 3,316 shares 3,316 $530K 0.05% -44 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,215 shares; 2025Q2: 10,951 shares; 2025Q3: 10,698 shares; 2025Q4: 10,947 shares; 2026Q1: 11,179 shares; 2026Q2: 11,401 shares 11,401 $499K 0.05% +222 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,495 shares; 2025Q4: 8,306 shares; 2026Q1: 8,322 shares; 2026Q2: 8,338 shares 8,338 $481K 0.05% +16 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,085 shares; 2024Q4: 6,194 shares; 2025Q1: 6,194 shares; 2025Q2: 6,085 shares; 2025Q3: 6,085 shares; 2025Q4: 6,085 shares; 2026Q1: 6,085 shares; 2026Q2: 6,085 shares 6,085 $478K 0.05% 0 Timeline OSTX OS THERAPIES INCORPORATED More: the full row for OS THERAPIES INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 245,436 shares; 2026Q2: 248,001 shares 248,001 $471K 0.05% +2,565 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,836 shares; 2025Q2: 3,336 shares; 2025Q3: 3,346 shares; 2025Q4: 3,351 shares; 2026Q1: 3,388 shares; 2026Q2: 4,767 shares 4,767 $467K 0.05% +1,379 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,999 shares; 2024Q4: 6,958 shares; 2025Q1: 6,831 shares; 2025Q2: 6,647 shares; 2025Q3: 5,939 shares; 2025Q4: 4,873 shares; 2026Q1: 5,653 shares; 2026Q2: 5,657 shares 5,657 $465K 0.05% +4 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 832 shares; 2026Q2: 892 shares 892 $463K 0.05% +60 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,197 shares; 2024Q4: 3,178 shares; 2025Q1: 3,005 shares; 2025Q2: 3,553 shares; 2025Q3: 3,765 shares; 2025Q4: 3,771 shares; 2026Q1: 3,767 shares; 2026Q2: 3,772 shares 3,772 $460K 0.05% +5 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,774 shares; 2024Q4: 8,024 shares; 2025Q1: 8,024 shares; 2025Q2: 6,358 shares; 2025Q3: 6,358 shares; 2025Q4: 6,352 shares; 2026Q1: 4,590 shares; 2026Q2: 6,023 shares 6,023 $455K 0.05% +1,433 Timeline EMLP 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: 7,981 shares; 2024Q4: 8,040 shares; 2025Q1: 8,104 shares; 2025Q2: 8,170 shares; 2025Q3: 8,237 shares; 2025Q4: 8,300 shares; 2026Q1: 9,690 shares; 2026Q2: 9,759 shares 9,759 $425K 0.04% +69 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 573 shares; 2024Q4: 575 shares; 2025Q1: 576 shares; 2025Q2: 416 shares; 2025Q3: 416 shares; 2025Q4: 469 shares; 2026Q1: 430 shares; 2026Q2: 3,446 shares 3,446 $412K 0.04% +3,016 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,361 shares 1,361 $411K 0.04% new 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: 375 shares; 2024Q4: 408 shares; 2025Q1: 498 shares; 2025Q2: not reported; 2025Q3: 615 shares; 2025Q4: 772 shares; 2026Q1: 813 shares; 2026Q2: 983 shares 983 $408K 0.04% +170 Timeline MSOX ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,000 shares; 2026Q1: 120,000 shares; 2026Q2: 120,000 shares 120,000 $402K 0.04% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,120 shares 2,120 $402K 0.04% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 358 shares; 2025Q1: 368 shares; 2025Q2: 368 shares; 2025Q3: 368 shares; 2025Q4: 368 shares; 2026Q1: 389 shares; 2026Q2: 394 shares 394 $399K 0.04% +5 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,783 shares; 2025Q4: 9,415 shares; 2026Q1: 9,498 shares; 2026Q2: 9,383 shares 9,383 $393K 0.04% -115 Timeline JOUT JOHNSON OUTDOORS INC More: the full row for JOHNSON OUTDOORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,000 shares; 2024Q4: 8,079 shares; 2025Q1: 8,161 shares; 2025Q2: 8,276 shares; 2025Q3: 8,359 shares; 2025Q4: 8,424 shares; 2026Q1: 8,482 shares; 2026Q2: 8,535 shares 8,535 $393K 0.04% +53 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,296 shares; 2025Q4: 16,003 shares; 2026Q1: 15,171 shares; 2026Q2: 18,403 shares 18,403 $381K 0.04% +3,232 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,866 shares; 2026Q2: 2,132 shares 2,132 $376K 0.04% +266 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: 1,148 shares; 2024Q4: 1,416 shares; 2025Q1: 1,541 shares; 2025Q2: 1,499 shares; 2025Q3: 1,527 shares; 2025Q4: 1,621 shares; 2026Q1: 1,999 shares; 2026Q2: 2,390 shares 2,390 $374K 0.04% +391 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,400 shares; 2024Q4: 5,409 shares; 2025Q1: 5,415 shares; 2025Q2: 5,421 shares; 2025Q3: 5,391 shares; 2025Q4: 5,112 shares; 2026Q1: 4,486 shares; 2026Q2: 3,408 shares 3,408 $372K 0.04% -1,078 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 892 shares; 2025Q2: 909 shares; 2025Q3: 906 shares; 2025Q4: 1,106 shares; 2026Q1: 1,267 shares; 2026Q2: 1,361 shares 1,361 $370K 0.04% +94 Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 248,031 shares; 2026Q2: 50,711 shares 50,711 $368K 0.04% -197,320 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: 5,720 shares; 2024Q4: 6,148 shares; 2025Q1: not reported; 2025Q2: 5,274 shares; 2025Q3: 5,308 shares; 2025Q4: 8,131 shares; 2026Q1: 7,931 shares; 2026Q2: 8,677 shares 8,677 $367K 0.04% +746 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,901 shares 2,901 $367K 0.04% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,789 shares 3,789 $365K 0.04% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,332 shares; 2024Q4: 3,256 shares; 2025Q1: 3,243 shares; 2025Q2: 3,383 shares; 2025Q3: 3,382 shares; 2025Q4: 6,803 shares; 2026Q1: 6,829 shares; 2026Q2: 6,858 shares 6,858 $364K 0.04% +29 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: 805 shares; 2024Q4: 837 shares; 2025Q1: 870 shares; 2025Q2: 883 shares; 2025Q3: 818 shares; 2025Q4: 973 shares; 2026Q1: 1,122 shares; 2026Q2: 904 shares 904 $360K 0.04% -218 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,461 shares; 2025Q3: 1,731 shares; 2025Q4: 1,705 shares; 2026Q1: 1,865 shares; 2026Q2: 2,453 shares 2,453 $359K 0.04% +588 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,734 shares 4,734 $359K 0.04% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,579 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,430 shares; 2025Q3: 3,430 shares; 2025Q4: 3,481 shares; 2026Q1: 3,481 shares; 2026Q2: 3,496 shares 3,496 $358K 0.04% +15 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,258 shares; 2026Q2: 2,518 shares 2,518 $352K 0.04% +260 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,085 shares; 2024Q4: 6,153 shares; 2025Q1: 6,153 shares; 2025Q2: 3,896 shares; 2025Q3: 3,896 shares; 2025Q4: 3,723 shares; 2026Q1: 3,845 shares; 2026Q2: 4,600 shares 4,600 $347K 0.03% +755 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,346 shares 7,346 $333K 0.03% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,308 shares 3,308 $317K 0.03% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,004 shares; 2025Q3: 1,014 shares; 2025Q4: 1,179 shares; 2026Q1: 1,259 shares; 2026Q2: 1,448 shares 1,448 $313K 0.03% +189 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,960 shares; 2026Q2: 2,029 shares 2,029 $307K 0.03% +69 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: 13,221 shares; 2024Q4: 11,922 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,788 shares; 2026Q1: 11,089 shares; 2026Q2: 12,628 shares 12,628 $304K 0.03% +1,539 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 474 shares 474 $303K 0.03% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,992 shares; 2026Q2: 2,216 shares 2,216 $300K 0.03% +224 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 643 shares; 2024Q4: 644 shares; 2025Q1: 645 shares; 2025Q2: 649 shares; 2025Q3: 646 shares; 2025Q4: 603 shares; 2026Q1: 603 shares; 2026Q2: 2,412 shares 2,412 $300K 0.03% +1,809 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,950 shares; 2024Q4: 4,969 shares; 2025Q1: 4,969 shares; 2025Q2: 4,969 shares; 2025Q3: 4,969 shares; 2025Q4: 4,773 shares; 2026Q1: 4,747 shares; 2026Q2: 3,879 shares 3,879 $295K 0.03% -868 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,532 shares; 2026Q1: 4,006 shares; 2026Q2: 4,268 shares 4,268 $291K 0.03% +262 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 334 shares; 2024Q4: 766 shares; 2025Q1: 671 shares; 2025Q2: not reported; 2025Q3: 498 shares; 2025Q4: 550 shares; 2026Q1: 725 shares; 2026Q2: 581 shares 581 $291K 0.03% -144 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $291K 0.03% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,782 shares 1,782 $290K 0.03% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 748 shares; 2026Q1: 862 shares; 2026Q2: 879 shares 879 $290K 0.03% +17 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,088 shares 1,088 $284K 0.03% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,858 shares 2,858 $284K 0.03% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,134 shares 5,134 $278K 0.03% new Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,756 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,515 shares; 2026Q2: 1,587 shares 1,587 $277K 0.03% +72 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,707 shares; 2024Q4: 1,849 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,787 shares; 2026Q1: 2,045 shares; 2026Q2: 2,117 shares 2,117 $275K 0.03% +72 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,648 shares; 2026Q1: 2,361 shares; 2026Q2: 2,512 shares 2,512 $271K 0.03% +151 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,830 shares; 2025Q1: 4,905 shares; 2025Q2: 4,965 shares; 2025Q3: 4,910 shares; 2025Q4: 5,000 shares; 2026Q1: 5,120 shares; 2026Q2: 4,975 shares 4,975 $265K 0.03% -145 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,057 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,418 shares; 2026Q1: 2,645 shares; 2026Q2: 2,662 shares 2,662 $264K 0.03% +17 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,522 shares; 2024Q4: 8,522 shares; 2025Q1: 8,624 shares; 2025Q2: not reported; 2025Q3: 5,599 shares; 2025Q4: 5,531 shares; 2026Q1: 4,213 shares; 2026Q2: 4,926 shares 4,926 $263K 0.03% +713 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,697 shares; 2025Q1: 1,735 shares; 2025Q2: 800 shares; 2025Q3: 812 shares; 2025Q4: 916 shares; 2026Q1: not reported; 2026Q2: 1,169 shares 1,169 $262K 0.03% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,316 shares 3,316 $257K 0.03% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,393 shares; 2025Q4: 2,528 shares; 2026Q1: 2,678 shares; 2026Q2: 2,733 shares 2,733 $255K 0.03% +55 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,499 shares 1,499 $255K 0.03% new Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,651 shares 18,651 $254K 0.03% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 256 shares; 2026Q2: 262 shares 262 $252K 0.03% +6 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 758 shares; 2026Q1: 898 shares; 2026Q2: 932 shares 932 $252K 0.03% +34 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,420 shares 2,420 $250K 0.02% new Timeline EGY VAALCO ENERGY INC More: the full row for VAALCO ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 49,167 shares 49,167 $250K 0.02% new Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,546 shares 1,546 $250K 0.02% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,173 shares; 2026Q1: 1,509 shares; 2026Q2: 1,242 shares 1,242 $249K 0.02% -267 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 617 shares; 2026Q1: not reported; 2026Q2: 636 shares 636 $246K 0.02% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 729 shares; 2026Q2: 717 shares 717 $244K 0.02% -12 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 284 shares 284 $244K 0.02% new Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,038 shares; 2025Q3: 2,028 shares; 2025Q4: 2,028 shares; 2026Q1: 2,662 shares; 2026Q2: 2,688 shares 2,688 $244K 0.02% +26 Timeline STHO STAR HLDGS More: the full row for STAR HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,000 shares; 2024Q4: 10,000 shares; 2025Q1: 29,500 shares; 2025Q2: 24,129 shares; 2025Q3: 26,629 shares; 2025Q4: 26,629 shares; 2026Q1: 26,629 shares; 2026Q2: 26,629 shares 26,629 $243K 0.02% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,120 shares; 2026Q2: 8,035 shares 8,035 $243K 0.02% -85 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,175 shares; 2025Q3: 4,333 shares; 2025Q4: 4,042 shares; 2026Q1: 4,524 shares; 2026Q2: 4,604 shares 4,604 $241K 0.02% +80 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 599 shares 599 $238K 0.02% new 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: 3,006 shares; 2024Q4: 3,006 shares; 2025Q1: 3,066 shares; 2025Q2: 3,006 shares; 2025Q3: 2,476 shares; 2025Q4: 2,446 shares; 2026Q1: 2,446 shares; 2026Q2: 2,446 shares 2,446 $235K 0.02% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,445 shares; 2025Q4: 1,355 shares; 2026Q1: 1,545 shares; 2026Q2: 1,505 shares 1,505 $233K 0.02% -40 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 102 shares 102 $232K 0.02% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,727 shares 3,727 $231K 0.02% new Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,596 shares; 2024Q4: not reported; 2025Q1: 2,474 shares; 2025Q2: not reported; 2025Q3: 2,204 shares; 2025Q4: 2,226 shares; 2026Q1: 2,226 shares; 2026Q2: 2,244 shares 2,244 $231K 0.02% +18 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,310 shares; 2026Q1: 4,310 shares; 2026Q2: 4,463 shares 4,463 $230K 0.02% +153 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: 1,387 shares; 2024Q4: 9,469 shares; 2025Q1: 9,153 shares; 2025Q2: 1,931 shares; 2025Q3: 3,175 shares; 2025Q4: 2,569 shares; 2026Q1: 1,989 shares; 2026Q2: 1,948 shares 1,948 $229K 0.02% -41 Timeline TFIN TRIUMPH FINANCIAL INC More: the full row for TRIUMPH FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,000 shares 3,000 $229K 0.02% new Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,392 shares 1,392 $228K 0.02% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,770 shares; 2026Q2: 3,908 shares 3,908 $225K 0.02% +138 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,217 shares 1,217 $225K 0.02% new Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,918 shares 2,918 $223K 0.02% 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: 731 shares; 2024Q4: 742 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 432 shares; 2025Q4: 459 shares; 2026Q1: 492 shares; 2026Q2: 438 shares 438 $223K 0.02% -54 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,291 shares; 2025Q4: 4,099 shares; 2026Q1: 4,099 shares; 2026Q2: 4,150 shares 4,150 $222K 0.02% +51 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 reported; 2024Q4: not reported; 2025Q1: 1,954 shares; 2025Q2: 2,159 shares; 2025Q3: 2,160 shares; 2025Q4: 2,141 shares; 2026Q1: 2,340 shares; 2026Q2: 2,451 shares 2,451 $222K 0.02% +111 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,361 shares 1,361 $220K 0.02% new Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,025 shares 2,025 $217K 0.02% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,516 shares; 2026Q2: 3,721 shares 3,721 $215K 0.02% +205 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,500 shares 4,500 $215K 0.02% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,408 shares 3,408 $214K 0.02% new Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,353 shares; 2025Q2: 1,264 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,264 shares 1,264 $212K 0.02% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 788 shares 788 $205K 0.02% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,559 shares; 2026Q2: 1,624 shares 1,624 $205K 0.02% +65 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,234 shares 2,234 $205K 0.02% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,379 shares 3,379 $204K 0.02% new Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,043 shares; 2025Q3: 1,038 shares; 2025Q4: 907 shares; 2026Q1: not reported; 2026Q2: 806 shares 806 $204K 0.02% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,967 shares 1,967 $203K 0.02% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 210 shares 210 $203K 0.02% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,980 shares; 2026Q1: not reported; 2026Q2: 2,091 shares 2,091 $201K 0.02% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,883 shares; 2026Q2: 1,635 shares 1,635 $201K 0.02% -248 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 278 shares 278 $200K 0.02% new Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,077 shares 15,077 $186K 0.02% new Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,678 shares 10,678 $185K 0.02% new Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,500 shares 12,500 $182K 0.02% new Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,850 shares; 2024Q4: 11,850 shares; 2025Q1: 11,850 shares; 2025Q2: 11,850 shares; 2025Q3: 11,850 shares; 2025Q4: 11,850 shares; 2026Q1: 11,850 shares; 2026Q2: 11,850 shares 11,850 $151K 0.02% 0 Timeline ELDN ELEDON PHARMACEUTICALS INC More: the full row for ELEDON PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares; 2026Q2: 30,000 shares 30,000 $118K 0.01% 0 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,865 shares 10,865 $105K 0.01% new Timeline NOWL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,000 shares 20,000 $87.4K 0.01% new Timeline CRMG THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,000 shares 20,000 $81.6K 0.01% new Timeline ADBG THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,000 shares 25,000 $74.8K 0.01% new Timeline SOXS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,000 shares 20,000 $64.8K 0.01% new Timeline ZJK ZJK INDL CO. LTD. More: the full row for ZJK INDL CO. LTD. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares; 2026Q1: 12,500 shares; 2026Q2: 12,500 shares 12,500 $24.4K <0.01% 0 Timeline CNDT CONDUENT INC More: the full row for CONDUENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 160,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $14.6K <0.01% 0 Timeline ORBS EIGHTCO HOLDINGS INC More: the full row for EIGHTCO HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $6.96K <0.01% new Timeline